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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THOMAS H LOWDER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 52047
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30355
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$30,976,763J 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... 616,626 616,438  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,437,156
b Gross sales price for all assets on line 6a 13,129,967
7 Capital gain net income (from Part IV, line 2)... 4,437,156
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 33,692 33,692  
12 Total. Add lines 1 through 11........ 5,087,474 5,087,286  
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 84,681 84,681   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 8,189 8,189   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,870 92,870   0
25 Contributions, gifts, grants paid....... 1,419,100 1,419,100
26 Total expenses and disbursements. Add lines 24 and 25 1,511,970 92,870   1,419,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,575,504
b Net investment income (if negative, enter -0-) 4,994,416
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 935,192 1,502,992 1,502,992
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)....... 27,102,494 Click to see attachment29,217,999 29,217,999
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).......... 3,250 Click to see attachment250,772 250,772
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) 28,045,936 30,976,763 30,976,763
Liabilities 17 Accounts payable and accrued expenses.......... 219  
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)......... 219 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 28,045,717 30,976,763
29 Total net assets or fund balances (see instructions)..... 28,045,717 30,976,763
30 Total liabilities and net assets/fund balances (see instructions). 28,045,936 30,976,763
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,045,717
2
Enter amount from Part I, line 27a .....................
2
3,575,504
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
31,621,221
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
644,458
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,976,763
Form 990-PF (2021)
Form 990-PF (2021)
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 SYNOVUS #9016 SHORT TERM CAP GAINS   2021-01-01 2021-12-31
b SYNOVUS #9016 LONG TERM CAP GAINS   2018-01-01 2021-12-31
c CAPITAL GAINS DIVIDENDS P    
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 2,341,607   2,100,132 241,475
b 10,280,779   6,592,679 3,688,100
c 507,581     507,581
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       241,475
b       3,688,100
c       507,581
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 4,437,156
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 69,422
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 69,422
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 19,537
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,537
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,039
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 19,076
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,076 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    29,143,733
    b
    Average of monthly cash balances.......................
    1b
    1,034,460
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,573
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,196,766
    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
    30,196,766
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    452,951
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    29,743,815
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,487,191
    Part X
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,487,191
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    69,422
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,422
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,417,769
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,417,769
    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 XII, line 1 ...
    7
    1,417,769
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,417,769
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 28,635
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,419,100
    a Applied to 2020, but not more than line 2a 28,635
    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 2021 distributable amount..... 1,390,465
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		27,304
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A EDUCATION PARTNERSHIP
    P O BOX 4433
    MONTGOMERY,AL36103     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    ALABAMA SYMPHONY ORCHESTRA
    3621 6TH AVE S
    BIRMINGHAM,AL35222     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    ALS ASSOCIATION ALABAMA CHAPTER
    300 CAHABA PARK CLR
    BIRMINGHAM,AL35242     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    ALS ASSOCIATION DCMDVA CHAPTER
    30 W GUDE DRIVE SUITE 150
    ROCKVILLE,MD20850     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 7,000
    ALS ASSOCIATION NEW YORK CHAPTER
    42 BROADWAY SUITE 1724
    NEW YORK,NY10004     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    ALS ASSOCIATION OF MONTEREY COUNTY
    5950 CANOGA AVE SUITE 110
    WOODLAND HILLS,CA91367     		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 215,000
    ALZHEIMER'S OF CENTRAL ALABAMA
    PO BOX 2273
    BIRMINGHAM,AL35201     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    AUBURN UNIVERSITY - HARBERT COLLEGE OF BUSINESS
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 260,000
    B ROBERT WILLIAMSON JR FOUNDATION
    300 PARK AVENUE
    NEW YORK,NY10022     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,500
    BIG OAK RANCH
    PO BOX 507
    SPRINGVILLE,AL35146     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    BIRMINGHAM ATHLETIC PARTNERSHIP
    2150 RICHARD ARRINGTON JR BLVD N
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    BIRMINGHAM CHAPTER LES DAMES DESCOFFIER INTERNATIONAL
    PO BOX 43542
    BIRMINGHAM,AL35243     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    BIRMINGHAM CIVIL RIGHTS INSTITUTE
    520 16TH STREET
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    BOYS AND GIRLS CLUB OF CITRUS COUNTY
    PO BOX 907
    LECANTO,FL34460     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    BOYS AND GIRLS CLUB OF MONTEREY
    1332 LA SALLE AVENUE
    SEASIDE,CA93955     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    CANTERBURY METHODIST CHURCH
    350 OVERBROOK ROAD
    MOUNTAIN BROOK,AL35213     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 100
    CARMELITE MONASTERY OF OUR LADY AND SAINT THERESE
    27601 CA-1
    CARMELBYTHESEA,CA93923     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    CATHOLIC CHARITIES - DIOCESE OF BIRMINGHAM IN ALABAMA (ST FRANCIS XAVIER)
    PO BOX 12047
    BIRMINGHAM,AL35202     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    CHARTWELL SCHOOL
    2511 NUMA WATSON ROAD
    SEASIDE,CA93955     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    CHILDRENS OF ALABAMA
    1600 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		NONE PUBLIC FUND GNERAL PROGRAM EXPENDITURES 100,000
    CHILDREN'S HOSPITAL INTERVENTION & PREVENTION SERVICES (CHIPS CENTER)
    2431 N GRAND BLVD
    SAINT LOUIS,MO63106     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    DOMINICAN SISTERS OF ST CECILIA CONGREGATION
    801 DOMINICAN DR
    NASHVILLE,TN37228     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 20,000
    DYNAMIC CATHOLIC INSTITUTE (THE)
    45081 OLYMPIC BLVD
    ERIANGER,KY41018     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    EMORY ALS CENTER
    101 WOODRUFF CIRCLE
    ATLANTA,GA30322     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    EXCEPTIONAL FOUNDATION
    1616 OXMOOR ROAD
    BIRMINGHAM,AL35209     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    FAMILIES AND COMMUNITIES TOGETHER RELIEF
    2246 ROSWELL ROAD
    MARIETTA,GA30062     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 22,000
    FIRST PRESBYTERIAN CHURCH
    1215 VES ROAD
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    FOUNDATION FUND (THE)
    JEFFERSON CITY SCHOOL CENTER 233
    4TH STREET NW BOX Z
    CHARLOTTESVILLE,VA22903     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,000
    FRIENDS OF BIRMINGHAM BOTANICAL GARDENS
    2612 LANE PARK ROAD
    BIRMINGHAM,AL35223     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    GLENWOOD AUTISM & BEHAVIORAL HEALTH CENTER
    4092 MEMORIAL PKWY SW 102
    HUNTSVILLE,AL35802     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    GRACE HOUSE MINISTRIES INC
    PO BOX 546
    FAIRFIELD,AL35064     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    GREATER LYNCHBURG COMMUNITY FOUNDATION - ALFORD ADVISED FUND
    1100 COMMERCE STREET
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    HOLLINS UNIVERSITY
    7916 WILLIAMSON RD NW
    ROANOKE,VA24020     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    JAMES RIVER DAY SCHOOL
    5039 BOONSBORO ROAD
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    JUBILEE FAMILY DEVELPMENT CENTER
    1512 FLORIDA AVENUE
    LYNCHBURG,VA24501     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 50,000
    KENT COUNTY BORDER COLLIE RESCUE INC
    CHESTERTON RD
    CHESTERTOWN,MD21620     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    KID'S HAVEN
    325 12TH STREET
    LYNCHBURG,VA24504     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    LAKESHORE FOUNDATION
    4000 RIDGEWAY DR
    BIRMINGHAM,AL35209     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    MASSACHUSSETS GENERAL HOSPITAL
    55 FRUIT ST
    BOSTON,MA02114     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 280,000
    MCINTIRE SCHOOL FOUNDATION
    125 RUPPEL DR
    CHARLOTTESVILLE,VA22903     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 4,000
    MIKE SLIVE FOUNDATION
    PO BOX 530748
    BIRMINGHAM,AL35253     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    MITCHELL'S PLACE
    4778 OVERTON RD
    BIRMINGHAM,AL35210     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    MONTANA RACIAL EQUALITY PROJECT
    PO BOX 11885
    BOZEMAN,MT59719     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 6,000
    OAKWOOD CEMETARY
    PO BOX 677
    BLANCHARD,OK73010     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 250
    OMICRON DELTA KAPPA
    224 MCLAUGHLIN STREET
    LEXINGTON,VA24450     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 50,000
    OUR LADY OF MOUNT CARMEL CATHOLIC CHURCH
    1300 EAST VALLEY ROAD
    SANTA BARBARA,CA93108     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    PATH FOUNDATION
    PO BOX 14327
    ATLANTA,GA30324     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 3,000
    QUARTERBACKING CHILDREN'S HEALTH FOUNDATION
    2019 4TH AVE N SUITE 101
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 3,500
    SAN DIEGO FOOD BANK
    9477 WAPLES ST
    SAN DIEGO,CA92121     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    SAVE THE YOUTH
    211 NORTH 19TH ST
    BESSEMER,AL35020     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 6,000
    ST DUNSTANS EPISCOPAL CHURCH
    4393 GARMON RD
    ATLANTA,GA30327     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    ST GEORGE GREEK ORTHODOX CHURCH
    406 N ACADEMY ST
    GREENVILLE,SC29601     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    ST BERNARD PREP SCHOOL
    1600 ST BERNARD DR SE
    CULLMAN,AL35055     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 15,000
    ST FRANCIS XAVIER CHURCH
    2 XAVIER CIRCLE
    BIRMINGHAM,AL35213     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 15,000
    ST JOHN'S DAY SCHOOL
    200 BOSTON AVE
    LYNCHBURG,VA24503     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    ST ROSE ACADEMY
    1401 22ND ST SOUTH
    BIRMINGHAM,AL35205     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    SUSAN B GIDSON LEGACY INC
    1409 IVORY GROVE RD
    BIG ISLAND,VA24526     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    TANNER FOUNDATION
    3105 INDEPENDENCE DR
    BIRMINGHAM,AL35209     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    TUM TUM TREE FOUNDATION (AUCTION)
    PO BOX 43651
    BIRMINGHAM,AL35243     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 22,500
    UAB
    1720 2ND AVE S
    BIRMINGHAM,AL35294     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 20,000
    UAB - JARMAN F LOWDER PROFESSORSHIP
    1720 2ND AVE S
    BIRMINGHAM,AL35294     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 25,000
    UCSF FOUNDATION
    200 MONTGOMERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94143     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    UNITED ABILITY
    100 OSLO CIRCLE
    BIRMINGHAM,AL35211     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    UNIVERSITY OF GEORGIA FOUNDATION
    UNIVERSITY OF GEORGIA
    ATHENS,GA30602     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 6,500
    UNIVERSITY OF VIRGINIA
    PO BOX 400331
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 5,000
    VETERAN VILLIAGE OF SAN DIEGO
    4141 PACIFIC HIGHWAY
    SAN DIAGO,CA92110     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 2,500
    VIRGINIA ATHLETICS FOUNDATION
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 6,500
    VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
    5511 STAPLES MILL ROAD SUITE 202
    RICHMOND,VA23228     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 500
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    YOUNG WOMENS CHRISTIAN ASSOCIATION
    309 23RD ST NORTH
    BIRMINGHAM,AL35203     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 1,000
    PROJECT ALS
    4330 CAMP KAUFMANN ROAD
    HUNTINGDON,MD20639     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 50,000
    ST JOHN EPISCOPAL CHURCH
    113 MADISON AVE
    MONTGOMERY,AL36104     		NONE PUBLIC FUND GENERAL PROGRAM EXPENDITURES 10,000
    Total .................................bullet 3a 1,419,100
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 507,581 3,929,575
    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 1,157,899 3,929,575
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,087,474
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MALCO COMPANY 62,041 62,041
    SYNOVUS - 9016 29,142,385 29,142,385
    THE GADSDEN CORPORATION 13,573 13,573

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MALCO COMPANY - DISTRIBUTION RECEIVABLE AT COST 1,950 1,950
    ALS INVEST 3 BV AT COST 248,822 248,822

    TY 2021 OtherDecreasesSchedule
    Name:
    THOMAS H LOWDER FAMILY FOUNDATION
    EIN:
    63-1139498
    Description Amount
    UNREALIZED GAIN/LOSS ON SECURITIES 644,458


    TY 2021 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 400 400   0
    OTHER MISC EXPENSE 77 77   0
    FOREIGN TAXES 6,534 6,534   0
    OTHER LOSSES - ALS INVEST 3 BV 1,178 1,178   0


    TY 2021 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 33,647 33,647 33,647
    OTHER PORTFOLIO INCOME 45 45 45


    TY 2021 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 84,681 84,681   0