Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 415044 M/S 1020307
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416692
A Employer identification number

37-6634031
B Telephone number (see instructions)

(816) 860-1933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,886,146J 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) 17,882
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 48,084 48,052  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,174
b Gross sales price for all assets on line 6a 233,394
7 Capital gain net income (from Part IV, line 2)... 46,174
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
27 27  
12 Total. Add lines 1 through 11........ 112,167 94,253  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,707 10,707    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,483 151   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,192 10,860 0 0
25 Contributions, gifts, grants paid....... 171,376 171,376
26 Total expenses and disbursements. Add lines 24 and 25 187,568 10,860 0 171,376
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -75,401
b Net investment income (if negative, enter -0-) 83,393
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 105,099 31,384 31,384
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 520,284 550,210 1,117,128
c Investments—corporate bonds (attach schedule)....... 774,039 744,234 737,634
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,399,422 1,325,828 1,886,146
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,399,422 1,325,828
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)..... 1,399,422 1,325,828
30 Total liabilities and net assets/fund balances (see instructions). 1,399,422 1,325,828
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
1,399,422
2
Enter amount from Part I, line 27a .....................
2
-75,401
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,807
4
Add lines 1, 2, and 3 ..........................
4
1,325,828
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,325,828
Form 990-PF (2024)
Form 990-PF (2024)
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 12. AMAZON COM INC   2019-12-04 2024-01-24
b 12. DUKE ENERGY CORP   2017-02-03 2024-01-24
c 103. MORGAN STANLEY DEAN WITTER & CO   2022-07-20 2024-01-24
d 50000. SIMON PROPERTY GROUP LP 3.75% 01 FEB 2024   2019-11-04 2024-02-01
e 4. COSTCO WHOLESALE CORP   2010-05-07 2024-02-21
25. STARBUCKS CORP   2022-09-20 2024-02-21
17. UNITED PARCEL SERVICE INC CLASS B   2019-12-04 2024-02-21
10. EATON CORP PLC   2020-11-04 2024-02-21
10. MARKETAXESS HOLDINGS INC   2024-01-24 2024-03-20
19. UNITED PARCEL SERVICE INC CLASS B   2019-12-04 2024-03-20
10. UNITEDHEALTH GROUP INC   2016-12-06 2024-03-20
15000. GENERAL MOTORS FINL CO 3.95% 13 APR 2024   2023-07-12 2024-04-15
40. STARBUCKS CORP   2022-09-20 2024-06-20
9. EATON CORP PLC   2020-11-04 2024-06-20
50. EDWARDS LIFESCIENCES CORP   2024-01-24 2024-07-31
41. AMPHENOL CORP CLASS A   2022-06-22 2024-08-21
17. BROADCOM INC   2020-01-08 2024-08-21
13. MARRIOTT INTERNATIONAL INC CLASS A   2021-03-03 2024-08-21
10. CISCO SYSTEMS INC   2023-12-26 2024-09-18
64. CISCO SYSTEMS INC   2023-08-18 2024-09-18
8. INTUIT INC   2016-12-01 2024-09-18
5. MARTIN MARIETTA MATERIALS INC   2024-07-31 2024-09-18
5. ADOBE SYSTEMS INC   2024-02-21 2024-10-16
4. INTUIT INC   2016-12-01 2024-10-16
18. ABBVIE INC   2020-06-03 2024-11-20
4. LILLY ELI & COMPANY   2022-01-25 2024-11-20
32. MERCK & CO. INC.   2023-08-18 2024-11-20
32. PEPSICO INC   2017-02-03 2024-11-20
20000. US TREASURY NOTE/BOND 4.5% 30 NOV 2024   2023-07-12 2024-12-02
3. COSTCO WHOLESALE CORP   2010-05-07 2024-12-04
6. LOCKHEED MARTIN CORP   2024-02-21 2024-12-04
36. WAL MART STORES INC   2019-12-04 2024-12-04
3. ABBOTT LABORATORIES   2020-01-08 2024-12-13
2. ABBVIE INC   2020-06-03 2024-12-13
7. ALPHABET INC   2021-10-06 2024-12-13
6. AMAZON COM INC   2023-05-17 2024-12-13
6. AMPHENOL CORP CLASS A   2022-06-22 2024-12-13
12. APPLE COMPUTER INC   2023-04-21 2024-12-13
1. AUTODESK INC   2024-11-20 2024-12-13
1. AUTOMATIC DATA PROCESSING INC   2023-12-26 2024-12-13
10. BANK OF AMERICA CORP   2019-12-04 2024-12-13
2. BERKSHIRE HATHAWAY INC-CL B   2023-10-18 2024-12-13
3. BROADCOM INC   2020-01-08 2024-12-13
3. CHEVRONTEXACO CORP   2016-12-06 2024-12-13
5. COMCAST CORP-CLASS A   2023-06-21 2024-12-13
1. CONSTELLATION ENERGY   2024-12-04 2024-12-13
5. COPART INC   2024-06-20 2024-12-13
2. COSTAR GROUP INC   2024-08-21 2024-12-13
1. DANAHER CORP   2024-08-21 2024-12-13
2. DUKE ENERGY CORP   2016-12-06 2024-12-13
5. EXXON MOBIL CORP   2021-07-07 2024-12-13
2. META PLATFORMS INC-CLASS A   2023-10-18 2024-12-13
2. FASTENAL CO   2024-11-20 2024-12-13
3. GILEAD SCIENCES INC   2022-12-08 2024-12-13
2. HOME DEPOT INC   2016-12-07 2024-12-13
2. HONEYWELL INTERNATIONAL INC   2019-12-04 2024-12-13
1. INTUITIVE SURGICAL INC   2024-09-18 2024-12-13
5. J P MORGAN CHASE & CO   2023-04-21 2024-12-13
4. JOHNSON & JOHNSON   2023-04-21 2024-12-13
1. LILLY ELI & COMPANY   2022-01-25 2024-12-13
1. MASTERCARD INC - A   2016-12-06 2024-12-13
2. MCDONALDS CORP   2020-11-04 2024-12-13
7. MICROSOFT CORP   2023-04-21 2024-12-13
5. NEXTERA ENERGY INC   2017-02-03 2024-12-13
9. NVIDIA CORP   2023-08-31 2024-12-13
3. ORACLE CORPORATION   2024-12-04 2024-12-13
1. PARKER HANNIFIN CORP   2023-06-21 2024-12-13
1. PAYCHEX INC   2024-01-24 2024-12-13
2. PROCTER & GAMBLE CO   2017-02-03 2024-12-13
2. PROLOGIS INC   2023-05-17 2024-12-13
11. REGIONS FINANCIAL CORP   2024-01-24 2024-12-13
2. SEI INVESTMENT CO   2024-12-04 2024-12-13
1. SALESFORCE INC   2023-08-18 2024-12-13
3. TJX COMPANIES INC   2024-11-20 2024-12-13
2. TEXAS INSTRUMENTS INC   2016-12-06 2024-12-13
3. TRAVELERS COS INC/THE   2020-10-07 2024-12-13
1. UNION PACIFIC CORP   2019-12-04 2024-12-13
25000. US TREASURY NOTE/BOND 6.75% 15 AUG 2026   2023-12-26 2024-12-13
1. UNITEDHEALTH GROUP INC   2016-12-06 2024-12-13
1. VISA INC-CLASS A SHARES   2023-08-18 2024-12-13
4. WAL MART STORES INC   2019-12-04 2024-12-13
6. WELLTOWER INC   2023-10-18 2024-12-13
2. ZOETIS INC   2024-03-20 2024-12-13
1. ACCENTURE PLC-CL A   2017-02-03 2024-12-13
2. EATON CORP PLC   2016-12-01 2024-12-13
1. LINDE PLC   2020-01-08 2024-12-13
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(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 1,884   1,058 826
b 1,135   917 218
c 9,002   5,621 3,381
d 50,000   50,000  
e 2,883   230 2,653
2,366   2,274 92
2,508   1,999 509
2,765   1,065 1,700
2,176   2,762 -586
2,931   2,234 697
4,925   1,576 3,349
15,000   14,788 212
3,197   3,639 -442
2,900   914 1,986
3,127   3,756 -629
2,744   1,302 1,442
2,802   526 2,276
2,916   1,918 998
507   504 3
3,246   3,544 -298
5,096   905 4,191
2,686   2,979 -293
2,510   2,684 -174
2,441   453 1,988
3,015   1,639 1,376
3,017   957 2,060
3,123   3,500 -377
5,086   3,297 1,789
20,000   19,827 173
2,970   172 2,798
3,106   2,563 543
3,394   1,426 1,968
338   260 78
342   182 160
1,334   960 374
1,365   693 672
440   191 249
2,959   1,979 980
301   308 -7
291   233 58
454   333 121
916   681 235
682   93 589
461   340 121
199   204 -5
236   253 -17
303   270 33
147   151 -4
234   271 -37
215   148 67
552   303 249
1,238   637 601
154   164 -10
273   268 5
831   266 565
451   348 103
540   482 58
1,197   705 492
583   650 -67
790   239 551
528   102 426
590   431 159
3,132   2,000 1,132
367   155 212
1,206   446 760
517   566 -49
671   375 296
138   122 16
341   175 166
220   245 -25
273   212 61
169   166 3
352   205 147
375   360 15
380   143 237
735   342 393
232   172 60
26,039   26,122 -83
523   158 365
314   239 75
376   158 218
770   511 259
354   341 13
355   115 240
711   125 586
432   208 224
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
      10
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       826
b       218
c       3,381
d        
e       2,653
      92
      509
      1,700
      -586
      697
      3,349
      212
      -442
      1,986
      -629
      1,442
      2,276
      998
      3
      -298
      4,191
      -293
      -174
      1,988
      1,376
      2,060
      -377
      1,789
      173
      2,798
      543
      1,968
      78
      160
      374
      672
      249
      980
      -7
      58
      121
      235
      589
      121
      -5
      -17
      33
      -4
      -37
      67
      249
      601
      -10
      5
      565
      103
      58
      492
      -67
      551
      426
      159
      1,132
      212
      760
      -49
      296
      16
      166
      -25
      61
      3
      147
      15
      237
      393
      60
      -83
      365
      75
      218
      259
      13
      240
      586
      224
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,174
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 1,159
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 1,159
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 1,159
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,908
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,908
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,749
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow580 Refundedright arrow 11 1,169
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowUMB BANK NA Telephone no.right arrow (816) 860-1933

Located atright arrow1010 GRANDKANSAS CITYMO ZIP+4right arrow64106
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
UMB BANK NA TRUSTEE
1 		10,707    
1010 GRAND AVE
KANSAS CITY,MO64106
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
1,727,193
b
Average of monthly cash balances.......................
1b
90,388
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,817,581
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
1,817,581
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,264
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,790,317
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
89,516
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
89,516
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,159
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,159
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
88,357
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
88,357
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
88,357
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
171,376
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
171,376
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 88,357
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,334
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 171,376
a Applied to 2023, but not more than line 2a 5,334
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 2024 distributable amount..... 88,357
e Remaining amount distributed out of corpus 77,685
5 Excess distributions carryover applied to 2024. 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 77,685
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		77,685
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 77,685
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
DAVID J AND SHIRLEY LOWE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 (2024)
Form 990-PF (2024)
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

HOLY ROSARY CHURCH

610 S 4TH STREET
CLINTON,MO64735 		NONE PC QUARTERLY DISTRIBUTION 10,000

DIOCESE KANSAS CITY-ST JOSEPH

PO BOX 419037
KANSAS CITY,MO64141 		NONE PC ANNUAL CATHOLIC APPEAL 1,000

UNBOUND

PO BOX 219114
KANSAS CITY,MO64121 		NONE PC SPONSORSHIP 576 - BIRTHDAY 626

HENRY COUNTY HISTORICAL SOCIETY

203 W FRANKLIN ST
CLINTON,MO64735 		NONE PC CHARITABLE GIFT 5,000

LAW ENFORCEMENT LEGAL DEFENSE FUND

2560 HUNTINGTON AVE
ALEXANDRIA,MO22303 		NONE PC CHARITABLE GIFT 500

GOLDEN VALLEY DOOR OF HOPE

808 IOWA CIRCLE
CLINTON,MO64735 		NONE PC ROBERTS SEXAUER RETIREMENT 100

CLINTON CHRISTIAN CHURCH

1201 E OHIO ST
CLINTON,MO64735 		NONE PC FOR THE MEMORIAL FOR 500

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PC FOR THE MEMORIAL FOR 500

KNIGHTS OF COLUMBUS

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC COUNCIL 1896 COATS FOR KIDS 1,300

HOLY ROSARY CHURCH

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC QUARTERLY DISTRIBUTION 1,000

HOLY ROSARY

314 W JEFFERSON
CLINTON,MO64375 		NONE PC CHARITABLE GIFT 350

IMMACULATE CONCEPTION CHURCH

606 KANSAS AVENUE
MONTROSE,MO64770 		NONE PC MEMORY OF TIM KALWEI FOR ST 1,000

AMERICAN DIABETES ASSOCIATION
JOHNSON-FEUERSTEIN FUNERAL HOME
203 SOUTH PLEASANT STREET
BELDING,MI48809 		NONE PC IN MEMORY OF LUCILLE 1,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC IN MEMORY OF JOHN WILSON 5,000

GOLDEN VALLEY DOOR OF HOPE

808 IOWA CIRCLE
CLINTON,MO64735 		NONE PC IN HONOR OF PEGGY ROBERTS 100

TAKE JAKE

5590 HIGH STREET
DENVER,CO80216 		NONE PC ANNUAL FUNDRAISER 1,000

HOLY ROSARY CHURCH

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC GIFT 5,000

FINEY BAPTIST CHURCH

314 W JEFFERSON
CLINTON,MO64375 		NONE PC IN MEMORY OF EDWARD 500

MULTIPLE SCLEROSIS ASSOCIATION OF
AMERICA ATTN DEVELOPMENT DEPARTMENT
375 KINGS HIGHWAY NORTH SUITE B
CHERRY HILL,NJ08034 		NONE PC IN MEMORY OF BERNIE HERRICK 1,000

OUTPACING MELANOMA FOUNDATION

8883 MCCOY ST
LENEXA,KS66227 		NONE PC IN MEMORY OF PHILIP PARKS 500

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL33607 		NONE PC GIFT FROM DAVID-SHIRLEY 5,000

DOOR OF HOPE

401 NORTH VANSANT ROAD
CLINTON,MO64735 		NONE PC GIFT FROM DAVID-SHIRLEY 2,500

AMERICAN FOUNDATION FOR SUICIDE
PREVENTION
1410 EAST DZF ROAD
CLINTON,MO64735 		NONE PC IN MEMORY OF DAVID KYLE 500

NATIONAL FIRE SAFETY COUNCIL INC

301 S WASHINGTON ST
CLINTON,MO64735 		NONE PC GIFT DAVID-SHIRLEY LOWE FAM 400

MONTROSE YOUTH ACTIVITY ASSOCIATION

10161 SOUTH HIGHWAY 52
MONTROSE,MO64770 		NONE PC GIFT DAVID-SHIRLEY LOWE 5,000

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO64108 		NONE PC IN MEMORY OF RITA CHADWICK 1,000

CLINTON CHRISTIAN CHURCH

314 W JEFFERSON ST
CLINTON,MO64735 		NONE PC IN MEMORY OF GLENN GOVER 500

HOLY ROSARY CATHOLIC SCHOOL

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC IN MEMORY OF LARRY 500

HOLY ROSARY CHURCH

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC QUARTERLY DISTRIBUTION 5,000

MISSOURI VALLEY COLLEGE

610 SOUTH 4TH STREET
CLINTON,MO64375 		NONE PC DAVID-SHIRLEY LOWE 12,500

EDUCATION FOUNDATION FOR CLINTON STUDENT

701 S 8TH ST
CLINTON,MO64735 		NONE PC HOME RUN FOR THE FUTURE 100,000

CRUISIN TO CLINTON

315 NW 581 RD
CLINTON,MO64735 		NONE PC CHARITABLE GIFT 2,500
Total .................................right arrow 3a 171,376
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 48,084  
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 ............ 		    18 46,174  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSEC 897 CAP GAIN 		    1 27  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   94,285  
13Total. Add line 12, columns (b), (d), and (e)..................
13
94,285
(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.)
Form 990-PF (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
 
Employer identification number

37-6634031
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
  		Employer identification number
37-6634031
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Shirley Lowe Revocable Trust dtd 12-24-1
Shirley A Lowe Trustee
410 North Vansant
 
Clinton, MO64735

$ 4,323


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Shirley Lowe Revocable Trust dtd 12-24-1
Shirley A Lowe Trustee
410 North Vansant
 
Clinton, MO64735

$ 7,661


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Shirley Lowe Revocable Trust dtd 12-24-1
Shirley A Lowe Trustee
410 North Vansant
 
Clinton, MO64735

$ 4,020


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
PAYPAL GIVING FUND
 
1250 STREET NW SUITE 1202
 
Washington, DC20005

$ 1,879


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
  		Employer identification number

37-6634031
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25 SHARES OF COSTCO WHOLESALE CORP $ 24,822 2024-12-17
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 200 SHARES OF APPLE INC $ 50,208 2024-12-17
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 200 SHARES OF PROGRESSIVE CORP $ 50,050 2024-12-17
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
  		Employer identification number

37-6634031
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 OtherExpensesSchedule
Name:
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
EIN:
37-6634031
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 2 2   0


TY 2024 OtherIncomeSchedule2
Name:
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
EIN:
37-6634031
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 27 27  


TY 2024 OtherIncreasesSchedule
Name:
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
EIN:
37-6634031
Description Amount
ADJUSTMENTS OF COST BASIS 1,805
ROUNDING 2


TY 2024 TaxesSchedule
Name:
DAVID & SHIRLEY LOWE FAMILY FDN 14537900
EIN:
37-6634031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,424 0   0
FEDERAL ESTIMATES - INCOME 2,908 0   0
FOREIGN TAXES ON QUALIFIED FOR 145 145   0
FOREIGN TAXES ON NONQUALIFIED 6 6   0