TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
The Edward Lowe Foundation

Number and street (or P.O. box number if mail is not delivered to street address)58220 Decatur Road
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Cassopolis, MI49031

A Employer identification number

38-2679673

B Telephone number (see instructions)

(269) 445-4200

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$130,848,607J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)		0
2	Check .............
3	Interest on savings and temporary cash investments		273		273	273
4	Dividends and interest from securities...		1,583,482		1,583,482	1,689,471
5a	Gross rents............		80,620		80,620	80,620
b	Net rental income or (loss) 80,620
6a	Net gain or (loss) from sale of assets not on line 10			3,029,079
b	Gross sales price for all assets on line 6a 24,502,769
7	Capital gain net income (from Part IV, line 2)...				3,029,079
8	Net short-term capital gain.........					0
9	Income modifications...........
10a	Gross sales less returns and allowances	0
b	Less: Cost of goods sold....	0
c	Gross profit or (loss) (attach schedule).....			0
11	Other income (attach schedule).......			1,190,281	0	912,943
12	Total. Add lines 1 through 11........		5,883,735		4,693,454	2,683,307
13	Compensation of officers, directors, trustees, etc.		673,687		90,000		606,609
14	Other employee salaries and wages......		2,525,903		40,225	361,885	2,041,445
15	Pension plans, employee benefits.......		805,663		13,064	105,382	683,649
16a	Legal fees (attach schedule).........			86,885	0	0	93,196
b	Accounting fees (attach schedule).......			40,080	0	0	43,000
c	Other professional fees (attach schedule)....			958,691	326,005	354,162	275,276
17	Interest...............
18	Taxes (attach schedule) (see instructions)...			302,623	8,041	27,291	261,643
19	Depreciation (attach schedule) and depletion...			426,626	0	0
20	Occupancy..............		26,396		0	0	26,396
21	Travel, conferences, and meetings.......		12,245		90	4,333	8,129
22	Printing and publications..........		1,414		0	0	1,414
23	Other expenses (attach schedule).......			609,664	39,180	35,617	558,330
24	Total operating and administrative expenses.
	Add lines 13 through 23..........		6,469,877		516,605	888,670	4,599,087
25	Contributions, gifts, grants paid.......		92,250				92,250
26	Total expenses and disbursements. Add lines 24 and 25		6,562,127		516,605	888,670	4,691,337
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements		-678,392
b	Net investment income (if negative, enter -0-)				4,176,849
c	Adjusted net income (if negative, enter -0-)...					1,794,637

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	7,626,929	7,277,599	7,277,599
	3	Accounts receivable 162,666
		Less: allowance for doubtful accounts	64,030	162,666	162,666
	4	Pledges receivable
		Less: allowance for doubtful accounts		0	0
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	0	0	0
	7	Other notes and loans receivable (attach schedule) 0
		Less: allowance for doubtful accounts 0	0	0	0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	62,910	64,834	64,834
	10a	Investments—U.S. and state government obligations (attach schedule)	0	0	0
	b	Investments—corporate stock (attach schedule).......	66,025,247	78,204,660	78,204,660
	c	Investments—corporate bonds (attach schedule).......	32,817,277	30,792,948	30,792,948
	11	Investments—land, buildings, and equipment: basis 0
		Less: accumulated depreciation (attach schedule) 0	0		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	8,024,439	4,914,037	4,914,037
	14	Land, buildings, and equipment: basis 16,379,802
		Less: accumulated depreciation (attach schedule) 7,016,889	9,423,283	9,362,913	9,362,913
	15	Other assets (describe )	78,500	68,950	68,950
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	124,122,615	130,848,607	130,848,607
	17	Accounts payable and accrued expenses..........	796,036	754,488
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons	0	0
	21	Mortgages and other notes payable (attach schedule)......	0	0
	22	Other liabilities (describe )	324,821	428,319
	23	Total liabilities (add lines 17 through 22).........	1,120,857	1,182,807
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	123,001,758	129,665,800
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	123,001,758	129,665,800
	30	Total liabilities and net assets/fund balances (see instructions).	124,122,615	130,848,607

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

123,001,758

Enter amount from Part I, line 27a .....................

-678,392

Other increases not included in line 2 (itemize) bullet

7,445,932

Add lines 1, 2, and 3 ..........................

129,769,298

Decreases not included in line 2 (itemize) bullet

103,498

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

129,665,800

Form 990-PF (2020)

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		P
b		P
c		P
d		P
e	CIBC	P	2020-01-01	2020-12-31
	CIBC	P
	NORTHERN MANAGED	P
	DAG VENTURES	P	2020-01-01	2020-12-31
	DAG VENTURES	P
	SILVER CREEK	P
	A G REALTY	P	2020-01-01	2020-12-31
	A G REALTY	P
	PERRY	P
	QVT OVERSEAS	P

(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				0
b				0
c				0
d				0
e	1,772,789	0	2,019,031	-246,242
	22,625,042	0	19,453,909	3,171,133
	2,756	0		2,756
	0	0	292	-292
	6,718	0	0	6,718
	676	0	0	676
	0	0	458	-458
	88,656	0	0	88,656
	2,596	0	0	2,596
	3,536	0	0	3,536

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		0	0
b		0	0
c		0	0
d		0	0
e		0	-246,242
		0	3,171,133
		0	2,756
		0	-292
		0	6,718
		0	676
		0	-458
		0	88,656
		0	2,596
		0	3,536

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,029,079
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 ...................		3	-246,992

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	58,058
c	All other domestic foundations enter 1.39% 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
3	Add lines 1 and 2...........................	3	58,058
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	58,058
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	128,520
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	128,520
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	70,462
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax70,462	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

www.edwardlowe.org

The books are in care of bullet

Donald R Bauters Telephone no. bullet

(269) 445-4200

Located at bullet

58220 Decatur RdCassopolisMI ZIP+4 bullet

490310008

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

16 At any time during calendar year 2020, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
DONALD R BAUTERS	SECRETARY & TREASURER 40.000	166,522	36,232
58220 Decatur Road Cassopolis,MI49031	SECRETARY & TREASURER 40.000	166,522	36,232
DANIEL J WYANT	VICE CHAIRMAN OF THE BOARD 40.000	206,597	6,728
58220 Decatur Road Cassopolis,MI49031	VICE CHAIRMAN OF THE BOARD 40.000	206,597	6,728
JOHN PYCIK	TRUSTEE 3.000	30,000	0
58220 Decatur Road Cassopolis,MI49031	TRUSTEE 3.000	30,000	0
MONICA WYANT	TRUSTEE 3.000	30,000	0
58220 Decatur Road Cassopolis,MI49031	TRUSTEE 3.000	30,000	0
PAUL BOWLES	TRUSTEE 3.000	31,000	0
58220 Decatur Road Cassopolis,MI49031	TRUSTEE 3.000	31,000	0
PETER PAIRITZ	TRUSTEE 3.000	31,000	0
58220 Decatur Road Cassopolis,MI49031	TRUSTEE 3.000	31,000	0
DARLENE LOWE	CHAIRMAN OF BOARD, CEO 40.000	166,763	22,550
58220 Decatur Road Cassopolis,MI49031	CHAIRMAN OF BOARD, CEO 40.000	166,763	22,550

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
COLLEEN KILLEN-ROBERTS	VP OF Epren 40.000	155,705		0
58220 Decatur Road Cassopolis,MI49031	VP OF Epren 40.000	155,705		0
KATHY BROWNING	DIRECTOR ADMIN 40.000	125,086		0
58220 Decatur Road Cassopolis,MI49031	DIRECTOR ADMIN 40.000	125,086		0
MIKE MCCUISTION	VP PHYS RESOURCES 40.000	167,894		0
58220 Decatur Road Cassopolis,MI49031	VP PHYS RESOURCES 40.000	167,894		0
PAUL BATESON	GM OF EXT RELATIONS 40.000	124,678		0
58220 Decatur Road Cassopolis,MI49031	GM OF EXT RELATIONS 40.000	124,678		0
CHRIS RYBACK	AD OF Epren 40.000	0		0
58220 Decatur Road Cassopolis,MI49031	AD OF Epren 40.000	0		0
Total number of other employees paid over $50,000...................				15

Form 990-PF (2020)

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
CIBC PRIVATE WEALTH MANAGEMENT	INVESTING	229,078
181 W Madison St CHICAGO,IL60602	INVESTING	229,078
JACK PYCIK	INVESTING	96,867
58220 Decatur Rd Cassopolis,IN49031	INVESTING	96,867
PERKINS COIE	LEGAL	86,885
PO Box 24643 SEATTLE,WA98124	LEGAL	86,885
NEW MEDIA MINDS	CONSULTING	81,755
2526 S Zenobia St Denver,CO80219	CONSULTING	81,755
UPRIVERGIS LLC	CONSULTING	80,977
1970 Bridgewood Drive ORANGE PARK,FL32065	CONSULTING	80,977

Total number of others receiving over $50,000 for professional services............. bullet

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	Educational Activities - See Supplemental Information	2,036,321
2	CONSERVATION & PRESERVATION ACTIVITIES - See Supplemental Information	1,429,193
3	INFORMATION & TECHNOLOGY SERVICES - See Supplemental Information	1,340,217
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	NONE
2


All other program-related investments. See instructions.
3		0

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

102,992,476

Average of monthly cash balances.......................

7,452,264

Fair market value of all other assets (see instructions)................

296,450

Total (add lines 1a, b, and c).........................

110,741,190

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

110,741,190

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

1,661,118

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

109,080,072

Minimum investment return. Enter 5% of line 5..................

5,454,004

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2020 from Part VI, line 5......

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

4,691,337

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

366,255

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

5,057,592

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

5,057,592

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........
4Qualifying distributions for 2020 from Part
XII, line 4: $
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........
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) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total
	1,794,637	2,408,780	2,160,844	1,997,882	8,362,143
b 85% of line 2a .........	1,525,441	2,047,463	1,836,717	1,698,200	7,107,822
c Qualifying distributions from Part XII, line 4 for each year listed .....	5,057,592	4,912,695	4,765,342	4,678,984	19,414,613
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	92,250	12,467	62,565	22,679	189,961
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	4,965,342	4,900,228	4,702,777	4,656,305	19,224,652
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...	3,636,003	3,733,935	3,679,378	3,552,124	14,601,440
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).)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2020)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
KINEXUS GROUP 330 W MAIN STREET BENTON HARBOR,MI49022	NONE	PC	GENERAL SUPPORT	70,000
UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC 4365 ANDROMEDA LOOP ORLANDO,FL32816	NONE	SO I	GENERAL SUPPORT	10,000
HELPING HANDS OF CASS COUNTY PO BOX 221 CASSOPOLIS,MI49031	NONE	PC	GENERAL SUPPORT	1,500
ACTION MINISTRIES 301 MAIN STREET DOWAGIAC,MI49047	NONE	PC	GENERAL SUPPORT	1,100
EDWARDSBURG FOOD PANTRY 24832 US HIGHWAY 12 EDWARDSBURG,MI49112	NONE	PC	GENERAL SUPPORT	1,100
MARCELLUS COMMUNITY FOOD PANTRY 175 S CENTRE ST MARCELLUS,MI49067	NONE	PC	GENERAL SUPPORT	1,100
SALVATIUOIN ARMY OF NILES PO BOX 996 NILES,MI49120	NONE	PC	GENERAL SUPPORT	800
MISCELLANEOUS 500 AND UNDER AVAILABLE UPON REQUEST SOUTHWEST,MI49031	NONE	PC	GENERAL SUPPORT	6,650
Total ................................. 3a				92,250

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

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	(e) Related or exempt function income (See instructions.)
aINFORMATION SERVICES					720,985
bEDUCATIONAL ACTIVITIES					147,646
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	273
4 Dividends and interest from securities....			14	1,583,482
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	80,620
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	3,029,079
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPARTNERSHIP INCOME TAXED ON 990T	531390	105,989
bEMPLOYEE RETENTION CREDIT INCOME			1	171,349
cRETURN OF FUNDS - MSU			1	44,312
d			1
e
12 Subtotal. Add columns (b), (d), and (e)..		105,989		4,909,115	868,631

13Total. Add line 12, columns (b), (d), and (e)..................

5,883,735

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
1a	INCOME RECEIVED FROM SIG (SYSTEM FOR INTEGRATED GROWTH) AND ECONOMIC GARDENING
1b	PROGRAM SERVICE REVENUE FOR PROVIDING FACILITIES AND INFORMATION FOR THE CONDUCT OF EXEMPT ACTIVITIES

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Yes

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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
1b(6)	389	Small Business Association of Michigan	Membership dues
1b(6)	760	American Institute of Certified Public Accountants	Membership dues
1b(6)	435	Indiana CPA Society	Membership dues

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CROWE	40,080	0	0	43,000

- TIN:

TY 2020 AllOthProgRltdInvestmentsSch

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category	Amount
NONE

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2020 DepreciationSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
						426,626

- TIN:

TY 2020 GeneralExplanationAttachment

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Identifier	Return Reference	Explanation
FORM 990PF, LINE 23 - OTHER EXPENSES	Form 990-PF, Part I, Line 23	AMOUNTS LISTED UNDER NET INVESTMENT INCOME FOR THE FOLLOWING DESCRIPTIONS ARE PARTIALLY LIMITED TO RENTAL INCOME FROM PROPERTY USED FOR CHARITABLE PURPOSES: EMPLOYEE RELATIONS GASOLINE & OIL GENERAL INSURANCE LICENSES MAINTENANCE PROPERTY EXPENSE SUPPLIES TELEPHONE TRASH HAULING UTILITIES WORKMANS COMPENSATION DUES LUNCHEONS & MEETINGS POSTAGE SUBSCRIPTIONS MISCELLANEOUS
PART VII - B, LINE 1A (3) & (4)	Form 990-PF, Part VII, Section B Line1 a 3	DARLENE LOWE, DAN WYANT, AND DOUGLAS WYANT ARE DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION. DARLENE LOWE RECEIVED COMPENSATION IN HER ROLE AS CHAIRMAN OF THE BOARD AND CEO AND DAN WYANT AS VICE CHAIRMAN. DOUGLAS WYANT WAS COMPENSATED FOR SERVICES. DARLENE LOWE PROVIDES OFFICE SPACE WITHOUT CHARGE TO THE FOUNDATION. ALL TRUSTEES ARE DISQUALIFIED PERSONS AND RECEIVE TRUSTEE FEES. CERTAIN TRUSTEES ARE ALSO COMPENSATED FOR OTHER SERVICES WHICH THEY RENDER TO THE FOUNDATION WHICH ARE UNRELATED TO THEIR ROLE AS TRUSTEES.
LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIES	Form 990-PF, Part IX-A	Educational Activities - The Foundation conducts educational programs at its facility in Cassopolis, Michigan as well as other locations throughout the country. These programs are intended to educate and provide training to groups of individuals to improve their capabilities, skills and knowledge about the operation of entrepreneurial businesses. These programs are conducted using an approach known as "peer learning." The Foundation believes that second stage entrepreneurs can learn best from each other through a formal structure of peer networking and educational programming referred to as PeerSpectives. Foundation personnel or others engaged by the Foundation facilitate these programs. The Foundation educates communities, regions and states about the vital role entrepreneurship plays in economic growth. The Foundation conducts research and provides research tools to the public, as well as recognition and peer learning programs that focus on second stage companies, those that have moved beyond the startup phase and seek significant, steady growth. Recognizing the important role that state and regional governments play in building entrepreneurship driven economies, the Foundation has established relationships with a number of government entities to deliver its programs. Such collaborations have allowed the Foundation to assist these governmental agencies, thereby lessening the burdens of government.
LINE 3 SUMMARY OF DIRECT CHARITABLE ACTIVITIES	Form 990-PF, Part IX-A	Information & Technology Services - The Foundation has developed educational program content and materials and distributes these materials and content both in print and electronic channels. Much of this content focuses on practical advice and case studies, often from other entrepreneurs-consistent with the "peer learning" approach used in its educational and other programs and is provided free of charge. The Foundation also has developed proprietary infrastructure that manages and delivers its research data. The Foundation also has developed and maintains various Web based communication tools to educate its audience and the general public about the importance of entrepreneurship.
LINE 2 SUMMARY OF DIRECT CHARITABLE ACTIVITIES	Form 990-PF, Part IX-A	Conservation and Preservation - One of the key components of the Foundation's mission is to conserve the natural environment through ownership and maintenance of ecologically significant scenic areas and historic structures. The Foundation fulfills this mission by protecting, preserving and involving the environment at the Foundation's headquarters in Cassopolis, Michigan. Utilizing best conservation practices, the Foundation provides examples and demonstrations to promote land, water and environmental stewardship. The Foundation works with a variety of national, state and local conservation and environmental groups to help carry out this mission.

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CIBC (VARIOUS PUBLICLY TRADED BONDS)	30,792,948	30,792,948

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CIBC (VARIOUS PUBLICLY TRADED STOCKS)	68,363,049	68,363,049
I SHARES CORE SMALL CAP ETF	3,878,180	3,878,180
FIDELITY INTL INDEX FUND	5,963,431	5,963,431

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
PERRY CAPITAL	FMV	0	0
QVT OVERSEAS	FMV	33,777	33,777
A G REALTY VIII	FMV	469,342	469,342
DAG VENTURES	FMV	1,694,196	1,694,196
BARCLAYS BK PLC ETN +	FMV	2,716,722	2,716,722

- TIN:

TY 2020 LandEtcSchedule2

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
LAND	1,699,684	0	1,699,684	1,699,684
BUILDINGS	11,365,161	4,261,660	7,103,501	7,103,501
EQUIPMENT	1,943,567	1,710,665	232,902	232,902
OTHER	1,371,390	1,044,564	326,826	326,826

- TIN:

TY 2020 LegalFeesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PERKINS COIE	86,885	0	0	93,196

- TIN:

TY 2020 OtherAssetsSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
EXCISE TAX RECEIVABLE	78,500	68,950	68,950

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Amount
INCREASE IN DEFERRED EXCISE TAX LIABILITY	103,498

- TIN:

TY 2020 OtherExpensesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ADVERTISING	2,640	0	940	1,701
BANK CHARGES	2,823	0	0	2,823
BOOKS, TAPES, VIDEOS	0	0	0	0
DUES	1,669	0	301	1,368
EMPLOYEE RELATIONS	13,953	20	111	14,015
GASOLINE & OIL	15,339	1,384	0	15,422
GENERAL INSURANCE	169,468	8,900	0	160,883
GROUNDS MAINTENANCE	27,525	454	0	27,071
LICENSES	4,048	324	0	3,724
MISCELLANEOUS	14,904	115	1,647	13,141
POSTAGE	3,333	1	910	2,356
PROGRAM PRODUCTION	13,020	0	653	12,693
PROPERTY EXPENSE	109,986	5,417	0	102,676
REIMBURSED EXP - CONSULTANTS	4,549	15	2,082	2,926
SEEDS AND PLANTS	1,046	17	0	1,029
SOFTWARE, HARDWARE, COMP MAINT	36,792	173	1,403	35,794
SPONSORSHIP	0	0	0	0
SUBSCRIPTIONS	1,781	10	0	1,771
SUPPLIES	41,337	1,301	521	39,102
TELEPHONE	21,920	584	6,406	15,643
UTILITIES	68,215	67	0	69,878
VENDOR DISCOUNT	-197	0	0	-198
WILDLIFE AND WOODLAND MANAGEMENT	21,912	0	0	21,912
WORKMANS COMPENSATION	13,561	358	603	12,600
DAG VENTURES	15,851	15,851	15,851	0
AG REALTY	4,189	4,189	4,189	0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Revenue And Expenses Per Books	Adjusted Net Income
INFORMATION SERVICES	720,985	720,985
EDUCATIONAL ACTIVITIES	147,646	147,646
PARTNERSHIP INCOME TAXED ON 990T	105,989
RETURN OF FUNDS - MSU	44,312	44,312
EMPLOYEE RETENTION CREDIT INCOME	171,349

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Amount
MARKET INCREASE IN INVESTMENT FOR 2020	7,445,932

- TIN:

TY 2020 OtherLiabilitiesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Description	Beginning of Year - Book Value	End of Year - Book Value
DEFERRED EXCISE TAX	324,821	428,319

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CIBC	229,078	229,078	0	0
JACK PYCIK	96,867	96,867	0	0
NEW MEDIA MINDS LLC	81,755	0	51,862	29,892
UPRIVERGIS, LLC	80,977	0	51,369	29,608
CEO NEXUS, LLC	74,875	0	47,498	27,377
NOMIS PROJECT MANAGEMENT	61,804	0	39,206	22,597
INDIANA TRUST	42,685	0	0	42,136
ACCESS/INFORMATION, INC.	28,264	0	17,930	10,334
DENNIS P BLANCHETTE	26,397	0	16,746	9,652
AMY CELL, LLC	21,210	0	13,455	7,755
CHANCO GROWTH SERVICES LLC	19,997	0	12,686	7,312
O'BOYLE BUSINESS CONSULTING	19,845	0	12,589	7,256
PHIMATION STRATEGY GROUP	19,075	0	12,101	6,974
NAT'l CTR FOR ECON GARD	18,174	0	11,159	6,432
BRAND ADVANCE	15,675	0	9,944	5,731
ARMAND POBLETE	15,125	0	0	15,125
ADVANTAGE COMMUNICATION	11,742	0	0	9,580
MMTC	11,649	0	7,390	4,259
PHARUS GROUP, LLC	10,165	0	6,448	3,717
PROPELLER LLC	8,416	0	5,339	3,077
DMAX CONSULTING LLC	7,892	0	5,007	2,886
SALES ADVISORS OF FLORIDA	7,639	0	4,846	2,793
KEMPTON RESEARCH & PLANNING	6,769	0	4,294	2,474
REBECCA L MOORE CPA	6,221	0	3,947	2,275
SOCIAL MARKETING CONVERSATIONS	5,819	0	3,691	2,128
RED ADMIRAL VENTURES LLC	5,171	0	3,280	1,891
TIMM DIGITAL MARKETING, LLC	4,462	0	2,831	1,632
FISHER, TILTON & VANN, INC	3,675	0	2,331	1,344
GEOWIZE LLC	3,301	0	2,094	1,207
INNOVATRACK, LLC	2,678	0	1,699	979
BATES INFORMATION SERVICES	1,473	0	934	538
GLOBAL TRADE SOURCE, LTD	1,470	0	932	537
EGOLF FOREST MANAGEMENT	1,260	0	0	1,260
WYOMING SBDC	1,235	0	783	452
DON YODER	1,229	60	0	1,168
CAMRON GNASS	1,216	0	772	445
KALAMAZOO NATURE CENTER	1,200	0	0	1,200
OTHER $1,000 AND UNDER	2,206	0	999	1,253

- TIN:

TY 2020 TaxesSchedule

Name:

The Edward Lowe Foundation

EIN:

38-2679673

Software ID:

20011424

Software Version:

2020v4.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL	227,932	3,198	27,291	201,791
PROPERTY	15,141	4,843	0	9,852
FEDERAL	59,550	0	0	50,000