2025-06-02T05:25:23-00:00 2024-12-31 061371612 Edward M Luria Esq 51 Monroe Street Suite 1205 Rockville MD 208502429 990PF 2024-01-01 276603609 Loweth-Alvord Foundation % Robert P Loweth LOWE 9107913343 1127 Floral Parkway APT 200 Wilmington NC 284036240 Robert P Loweth Trustee 9107913343 2025-06-02 true true Edward M Luria P00548137 2023932266 2025-06-02 X 2024 2025-03-06 01:10:19Z X 1142739 X 25 25 25 27375 27375 27375 23807 227330 23807 51207 51207 27400 3000 3000 3000 3000 749 749 749 1151 1151 1151 1151 130 130 130 5030 5030 5030 4151 50000 50000 55030 5030 5030 54151 -3823 46177 22370 78961 74822 74822 62287 62287 56976 854200 910930 1010941 995448 1048039 1142739 0 X 995448 1048039 995448 1048039 995448 1048039 995448 -3823 56414 1048039 1048039 1572 American Funds Strategic Bond P 2021-07-28 2024-04-02 14148 17865 -3717 -3717 805.707 Artisan Small-Cap Fund P 2021-03-19 2024-10-24 29384 40358 -10974 -10974 139.242 Harbor Capital Appreciation Fund P 2011-09-08 2024-07-10 16990 5113 11877 11877 671.567 Harding Loevner Emerging Markets P 2017-12-15 2024-04-30 26728 29059 -2331 -2331 1280.82 Madison Dividend Income Fund P 2020-06-10 2024-10-24 37888 33404 4484 4484 590 SPDR Portfolio SP 500 High Div P 2021-06-14 2024-04-02 23622 24867 -1245 -1245 701.153 American Funds New Perspectives P 2017-04-28 2024-07-10 44990 27852 17138 17138 535.217 American Funds Capital P 2017-03-21 2024-04-30 33580 25005 8575 8575 23807 2011-02-26 642 642 642 642 642 642 false false false false false false false true true FL true false false false false true none William A Loweth 8605369240 262 Crosswinds Drive Noank CT 063404878 false false false false false false false false false false false false false false false false false false false false false Robert P Loweth 1127 Floral Parkway Suite 200 Wilmington NC 28403 Trustee 003.00 0 706 William A Loweth 262 Crosswinds Drive Noank CT 06340 Trustee 001.50 0 445 NONE NONE n/a 0 n/a 1060917 84893 0 1145810 1145810 17187 1128623 56431 56431 642 642 55789 55789 55789 54151 54151 55789 6900 178 766 7844 54151 54151 1638 1638 6206 0 5262 944 178 766 Robert P Loweth 1127 Floral Parkway Suite 400 Wilmongton NC 28403 9107913343 any form will do none none William A Loweth 262 Crosswinds Drive Noank CT 06830 8605369240 any form will do none none Always Home 119 High Street Mystic CT 06355 Public Charity General Purposes 1000 Angel Flight NE 492 Sutton Street Andover MA 01845 Public Charity General Purposes 500 Brigade Boys and Girls Club 2759 Vance Street Wilmington NC 28413 Public Charity General Purposes 1000 BSA Cape Fear Council 110 Longstreet Drive Wilmington NC 28412 Public Charity General Purposes 1200 Cape Fear Clinic 1605 Doctors Circle Wilmington NC 28401 Public Charity General Purposes 500 Cape Fear Community Foundation 411 N Front Street Wilmington NC 28401 Public Charity General Purposes 500 Cape Fear Habitat for Humanity 3310 Fredrickson Rd Wilmington NC 28401 Public Charity General Purposes 800 Cape Fear Literacy Counsel 1012 S 17th Street Wilmington NC 28401 Public Charity General Purposes 500 Community Counseling Center 4810 Wrightsville Ave Wilmington NC 28403 Public Charity General Purposes 1000 Community Foundation of Eastern CT 68 Federal Street Ne London CT 06320 Public Charity General Purposes 1250 Corner Closet 15 1/2 Water Street Unit 4 Mystic CT 06355 Public Charity General Purposes 1000 Denison Pequot Sepos Nature Center PO Box 122 Mystic CT 06355 Public Charity General Purposes 500 Doctors Without Borders 333 7th Avenue 2nd Floor New York NY 10001 Public Charity General Purposes 3000 First Fruit Ministries PO Box 15354 Wilmington NC 28408 Public Charity General Purposes 500 Food Bank of Central & Eastern NC 1314 Marstellar Street Wilmington NC 28402 Public Charity General Purposes 1000 Groton Open Space Association PO Box 9187 Groton CT 06340 Public Charity General Purposes 1000 Groton Scholarship Fund 101 Groton Long Point Road Groton CT 06340 Public Charity General Purposes 2000 Hartwick College PO Box 4020 Oneonta NY 13820 Public Charity General Purposes 1000 International Rescue Committee P O Box 6068 Albert Lea MN 56007 Public Charity General Purposes 1000 Kids Making It 617 Castle Street Wilmington NC 28401 Public Charity General Purposes 500 Maine Maritime Academy 54 Pleasant Street Castine ME 04420 Public Charity General Purposes 2000 Mercy Corp Processing CenterPO Box 37800 Boone IA 50037 Public Charity General Purposes 500 Mystic Garden Club 1 Spring Street Noank CT 06340 Public Charity General Purposes 2000 North Carolina Community Foundation 4601 Six Forks Rd Suite 524 Raleigh NC 27609 Public Charity General Purposes 1500 North Carolina Missions of Mercy 1600 Evans Rd Cary NC 27513 Public Charity General Purposes 500 Nourish NC 601 Greenfield Street Wilmington NC 28401 Public Charity General Purposes 500 Partners in Health PO Box 996 Frederick MD 21705 Public Charity General Purposes 1000 Planned Parenthood 123 William Street New York NY 10038 Public Charity General Purposes 1000 Roots of Recovery P O Box 1479 Hampstead NC 28443 Public Charity General Purposes 500 Safe Futures Inc 16 Jay Street New London CT 06320 Public Charity General Purposes 500 Salvation Army of Wilmington NC 223 S 3rd Street Wilmington NC 28401 Public Charity General Purposes 2500 St Mark's Episcopal Church 15 Pearl Street Mystic CT 06320 Public Charity General Purposes 5750 The University of North Carolina at Chapel Hill 116 Orange Street Wilmington NC 28401 Public Charity General Purposes 2500 The Episcopal Church of Connecticut 15 Pearl Street Mystic CT 06355 Public Charity General Purposes 5000 USA for UNHCR 1310 L Street Washington DC 20005 Public Charity General Purposes 1000 West End House Camp 105 Allston Stree Allston MA 02134 Public Charity General Purposes 500 Work Vessels for Veterans 145 Pearl Street Noank CT 06340 Public Charity General Purposes 1000 Young Scientist Academy 20 North 4th Street Suite 420 Wilmington NC 28401 Public Charity General Purposes 1000 Youth Villages of NC 1822 E NC Highway 54 Durham NC 27713 Public Charity General Purposes 1000 50000 23807 23807 23807 false false false false false false false false false false 1208 shares of Intel Corp. 27736 25160 584 shares of WP Carey Corp. Prop. Assoc. 17 Global, Inc. 34551 31816 Alger Mid-Cap 40 ETF FMV 23150 26349 American Funds American Balanced Fund Cl F2 FMV 80274 95832 American Funds New Perspective FMV 69792 48255 American Funds Small-Cap World FMV 40315 48453 Apollo Diversified Credit Fund Cl 1 FMV 30010 30991 Blackstone Real Estate Income Trust FMV 33346 31947 Capital Group Dividend Value ETF FMV 17946 17242 CH Robinson Worldwide Inc FMV 35079 63335 Franklin Income Fund FMV 25000 27336 Franklin U.S. Mid-Cap Multifactor Index ETF FMV 23240 24820 Goldman Sachs Gqg Partners International Opportunities Fund FMV 55676 47775 Harbor Capital Appreciation Fd FMV 112524 208163 Janus Henderson Global Equity Income Fund FMV 40000 39256 Jll Income Property Trust FMV 33331 27003 John Hancock Funds Disciplined Value Fund Cl FMV 18000 15489 MPLX LP FMV 36399 56382 Net Lease Office Properties FMV 702 1186 Oberweis Small-Cap Opportunities Fund FMV 29800 29215 Pimco Income Fund Class I FMV 63727 44065 Principal Pfd Securities Fd Cl Institutional FMV 36597 31269 T. Rowe Price Balanced Fund FMV 44693 36366 T. Rowe Price Value Fund FMV 36441 30866 Vanguard High Dividend Yield Index Fund FMV 24888 29346 Edward M. Luria, Esq. 3000 3000 3000 3000 Brokerage Fees 130 130 130 reinvested capital gain distriburrions from energy investments 56414 Sec. 4940 tax - 2023 19 19 19 Estimated Sec. 4940 tax - 2024 276 276 276 Foreign Taxes Paid 454 454 454