Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THOMAS H LOWDER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2003 CAHABA ROAD NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOUNTAIN BROOK, AL35213
A Employer identification number

63-1139498
B Telephone number (see instructions)

(404) 592-0180
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,742,581J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 451,674 450,458  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 492,311
b Gross sales price for all assets on line 6a 4,349,842
7 Capital gain net income (from Part IV, line 2)... 492,311
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 29,428 29,428  
12 Total. Add lines 1 through 11........ 973,413 972,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 64,563 64,563   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,317 5,317   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,154 154   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,034 70,034   0
25 Contributions, gifts, grants paid....... 910,128 910,128
26 Total expenses and disbursements. Add lines 24 and 25 1,000,162 70,034   910,128
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,749
b Net investment income (if negative, enter -0-) 902,163
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 763,663 1,011,566 1,011,566
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 22,964,863 Click to see attachment20,726,015 20,726,015
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet5,000
Less: accumulated depreciation (attach schedule) bullet   5,000 5,000 5,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,733,526 21,742,581 21,742,581
Liabilities 17 Accounts payable and accrued expenses..........   60
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 60
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 23,733,526 21,742,521
30 Total net assets or fund balances (see instructions)..... 23,733,526 21,742,521
31 Total liabilities and net assets/fund balances (see instructions). 23,733,526 21,742,581
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,733,526
2
Enter amount from Part I, line 27a .....................
2
-26,749
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,706,777
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,964,256
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
21,742,521
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,957,155   3,857,531 99,624
b 392,687     392,687
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       99,624
b       392,687
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 492,311
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 844,815 22,621,200 0.037346
2016 946,325 20,787,559 0.045524
2015 671,100 21,581,875 0.031096
2014 1,350,250 22,682,845 0.059527
2013 1,287,971 22,273,459 0.057825
2
Total of line 1, column (d) .....................
2
0.231318
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046264
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
23,570,571
5
Multiply line 4 by line 3......................
5
1,090,469
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,022
7
Add lines 5 and 6........................
7
1,099,491
8
Enter qualifying distributions from Part XII, line 4,.............
8
910,128
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 18,043
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,043
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,043
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 19,801
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 33,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,801
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34,758
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet34,758 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPATHSTONE FAMILY OFFICE Telephone no.bullet (404) 592-0180

    Located atbulletPO BOX 52047ATLANTAGA ZIP+4bullet30355
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS H LOWDER PRESIDENT/TREASURER
    1.00     		0 0 0
    PO BOX 52047
    ATLANTA,GA30355
    SUSAN C LOWDER VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    PO BOX 52047
    ATLANTA,GA30355
    HEATHER ANNE LOWDER VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 52047
    ATLANTA,GA30355
    RICHARD ALEXANDER CARRINGTON V VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 52047
    ATLANTA,GA30355
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    23,024,164
    b
    Average of monthly cash balances.......................
    1b
    887,256
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,094
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,929,514
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    23,929,514
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    358,943
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,570,571
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,178,529
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,178,529
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    18,043
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,043
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,160,486
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,160,486
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,160,486
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    910,128
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    910,128
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    910,128
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,160,486
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 210,057
    b From 2014...... 239,259
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 449,316
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 910,128
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 910,128
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 250,358 250,358
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 198,958
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		198,958
    10 Analysis of line 9:
    a Excess from 2014.... 198,958
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    THOMAS H LOWDER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY CENTER OF THE ARTS
    600 MAIN STREET
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    ALABAMA SHAKESPEARE FESTIVAL
    1 FESTIVAL DRIVE
    MONTGOMERY,AL36117     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 7,500
    ALS ASSOCIATION ALABAMA CHAPTER
    300 CAHABA PARK CIRCLE
    BIRMINGHAM,AL35242     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    ALS ASSOCIATION DCMDVA CHAPTER
    7507 STANDISH PLACE
    ROCKVILLE,MD20855     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    ALS ASSOCIATION GREATER NEW YORK CHAPTER
    42 BROADWAY SUITE 1724
    NEW YORK,NY10004     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 15,000
    ALTAMONT SCHOOL
    PO BOX 131429
    BIRMINGHAM,AL35213     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    ALZHEIMER'S DRUG DISCOVERY FOUNDATION
    57 WEST 57TH STREET SUITE 904
    NEW YORK,NY10019     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 257,517
    ALZHEIMER'S OF CENTRAL ALABAMA
    PO BOX 2273
    BIRMINGHAM,AL35201     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    AMERICAN LEGISLATIVE EXCHANGE COUNCIL
    2900 CRYSTAL DR
    ARLINGTON,VA22202     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    AUBURN UNIVERSITY - HARBERT COLLEGE OF BUSINESS
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 100,000
    AUBURN UNIVERSITY - SCHOOL OF NURSING
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 100,000
    AUBURN UNIVERSITY - TIGERS UNLIMITED
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    CARMEL VALLEY - ST DUNSTAN'S EPISCOPAL CHURCH
    28005 ROBINSON CANYON ROAD
    CARMEL,CA92923     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    CATHOLIC CHARITIES
    PO BOX 12047
    BIRMINGHAM,AL35202     		NONE PUBLIC ANNUAL APPEAL 3,000
    CHARTWELL SCHOOL
    2511 NUMA WATSON ROAD
    SEASIDE,CA93955     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    CHILDREN'S HOSPITAL FOUNDATION
    1600 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 30,000
    COVENANT HOUSE GEORGIA
    1559 JOHNSON RD NW
    ATLANTA,GA30319     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 3,440
    CRIPPLED CHILDREN'S FOUNDATION
    2019 FOURTH AVENUE NORTH SUITE 101
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 3,400
    FAMILY FRF INC
    2246 ROSWELL ROAD
    MARIETTA,GA30062     		NONE PUBLIC FRANK ORGEL 12,000
    FRIENDS OF ALABAMA ARCHIVES
    624 WASHINGTON AVENUE
    MONTGOMERY,AL36130     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    FRIENDS OF BIRMINGHAM BOTANICAL GARDENS
    2612 LANE PARK ROAD
    BIRMINGHAM,AL35223     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 180
    GREATER LYNCHBURG COMMUNITY FOUNDATION
    1100 COMMERCE STREET
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL
    2001 19TH STREET ENSLEY
    BIRMINGHAM,AL35218     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    JAMES RIVER DAY SCHOOL
    5039 BOONSBORO ROAD
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    JEFFERSON SCHOLARS FOUNDATION
    PO BOX 400891
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,000
    JUBILEE FAMILY DEVELPMENT CENTER
    1512 FLORIDA AVENUE
    LYNCHBURG,VA24501     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    KID'S HAVEN
    325 12TH STREET
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    LEGIONAIRES OF CHRIST
    30 MANSELL COURT SUITE 103
    ROSWELL,GA30076     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    MTREP - MONTANA RACIAL EQUITY PROJECT
    PO BOX 11885
    BOZEMAN,MT59719     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    OMICRON DELTA KAPPA
    224 MCLAUGHLIN STREET
    LEXINGTON,VA24450     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    PACIFIC LEGAL FOUNDATION
    930 G STRET
    SACRAMENTO,CA95814     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    POINT LOBOS FOUNDATION
    PO BOX 221789
    CARMEL VALLEY,CA93922     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    ST FRANCIS XAVIER CATHOLIC CHURCH
    2 XAVIER CIRCLE
    BIRMINGHAM,AL35213     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 15,000
    ST BERNARD PREP SCHOOL
    1600 ST BERNARD DR SE
    CULLMAN,AL35055     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    ST JOHN'S EPISCOPAL CHURCH
    200 BOSTON AVE
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,700
    TANNER FOUNDATION
    3105 INDEPENDENCE DR
    BIRMINGHAM,AL35209     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    UAB - ATHLETICS FOOTBALL OPERATIONS FACILITY
    1720 2ND AVE S
    BIRMINGHAM,AL35294     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    UCSF FOUNDATION
    200 MONTGOMERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94143     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    UGA FOUNDATION (STUART'S CHARITY)
    394 SOUTH MILLEDGE AVE
    ATHENS,GA30602     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,000
    UNITED WAY OF CENTRAL ALABAMA (ALEXIS DE TOCQUEVILLE)
    PO BOX 320189
    MONTEREY,CA93940     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 50,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400331
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC HEALTH FOUNDATION 35,000
    UNIVERSITY OF VIRGINIA FUND
    PO BOX 400173
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC MCINTIRE SCHOOL OF COMMERCE MCINTIRE ANNUAL FUND 7,000
    VIRGINIA ATHLETICS FOUNDATION
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 7,500
    VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
    5511 STAPLES MILL ROAD SUITE 202
    RICHMOND,VA23228     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,250
    VIRGINIA EPISCOPAL SCHOOL
    400 VES ROAD
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 35,000
    ALABAMA POSSIBLE - BUILDING ALABAMA TOGETHER
    1016 19TH ST SOUTH
    BIRMINGHAM,AL35255     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    BELL CENTER
    PO BOX 590127
    BIRMINGHAM,AL35259     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    BIG OAK RANCH
    PO BOX 507
    SPRINGVILLE,AL35146     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 100
    BIRMINGHAM ATHLETIC PARTNERSHIP
    2150 RICHARD ARLINGTON JR BLVD N
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    JEWISH FEDERATION OF BIRMINGHAM
    PO BOX 130219
    BIRMINGHAM,AL35213     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    CITRUS CENTER BOYS AND GIRLS CLUB
    PO BOX 2666
    WINTER HAVEN,FL33883     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    EXCEPTIONAL FOUNDATION
    1616 OXMOOR ROAD
    BIRMINGHAM,AL35209     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    F CANCER
    9854 NATIONAL BLVD 280
    LOS ANGELES,CA90034     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,000
    FALLING SPRINGS CHURCH
    410 FALLING SPRING ROAD
    GLASGOW,VA24555     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 7,500
    FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
    603 PARK POINT DR SUITE 200
    GENESEE,CO80401     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    FIGURE EIGHT ISLAND CHURCH
    15 BRIDGE ROAD
    WILMINGTON,NC28411     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    FIREHOUSE MINISTRIES
    1501 THIRD AVENUE NORTH
    BIRMINGHAM,AL35202     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    FOUNDATION OF HOPE
    9401 GLENWOOD AVENUE
    RALEIGH,NC27617     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    INDEPENDENT PRESBYTERIAN CHURCH FOUNDATION
    3100 HIGHLAND AVENUE SOUTH
    BIRMINGHAM,AL35205     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 100
    KINSHIP CENTER
    124 RIVER ROAD
    SALINAS,CA93908     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    LOVELADY CENTER
    7916 2ND AVE SOUTH
    BIRMINGHAM,AL35206     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    LYNCHBURG BEACON OF HOPE
    PO BOX 1261
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    LYNCHBURG HISTORICAL FOUNDATION
    PO BOX 248
    LYNCHBURG,VA24505     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 991
    LYNCHBURG MUSEUM FOUNDATION
    PO BOX 529
    LYNCHBURG,VA24505     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    MCWANE SCIENCE CENTER
    200 19TH ST NORTH
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    MITCHELLS PLACE
    4778 OVERTON ROAD
    BIRMINGHAM,AL35210     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    NEW OXFORD REVIEW
    1069 KAINS AVENUE
    BERKELEY,CA94706     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    RANDOLPH COLLEGE
    PO BOX 3215
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    REEVES FOUNDATION
    636 MORRIS TURNPIKE
    SHORT HILLS,NJ07078     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    SAVE THE YOUTH
    211 NORTH 19TH ST
    BESSEMER,AL35020     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    SERVICE DOGS ALABAMA
    8365 MOBILE HIGHWAY
    HOPE HULL,AL36043     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    SOLOMON TEMPLE
    2836 SPRINGDALE RD SW
    ATLANTA,GA30315     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    ST ROSE ACADEMY
    1401 22ND ST SOUTH
    BIRMINGHAM,AL35205     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,200
    TUM TUM TREE FOUNDATION
    PO BOX 43651
    BIRMINGHAM,AL35243     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    VIRGINIA MILITARY INSTITUTE
    PO BOX 932
    LEXINGTON,VA24450     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    WILTON HOUSE MUSEUM
    215 SOUTH WILTON ROAD
    RICHMOND,VA23226     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    YOUNG WOMENS CHRISTIAN ASSOCIATION
    309 23RD ST NORTH
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    AUBURN UNIVERSITY FOUNDATION - HOSPITALITY PROGRAMS FOR INTERNS
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    Total .................................bullet 3a 910,128
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 451,674  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 29,428  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 492,311  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 973,413 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    973,413
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HOUND PARTNERS CONCENTRATED FUND LTD 1,156,342 1,156,342
    HOUND PARTNERS OFFSHORE FUND LTD 908,083 908,083
    MALCO COMPANY 75,947 75,947
    SYNOVUS - 9016 18,572,070 18,572,070
    THE GADSDEN CORPORATION 13,573 13,573

    TY 2018 OtherDecreasesSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Description Amount
    UNREALIZED GAIN/LOSS ON SECURITIES 1,964,256


    TY 2018 OtherExpensesSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 94 94   0
    OTHER MISC EXPENSE 60 60   0
    NONDEDUCTIBLE EXPENSE (FEDERAL TAX PAYMENT) 20,000 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL INCOME FROM PASS-THROUGHS 29,403 29,403 29,403
    ORDINARY INCOME FROM PASS-THROUGHS 25 25 25


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 64,563 64,563   0


    TY 2018 TaxesSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,240 5,240   0
    TAXES AND LICENSES 77 77   0