2026-07-31T16:47:57-04:00 2025-12-31 814913568 CROWN & COMPANY CPAS 107 HAMPTON RD STE 150 CLEARWATER FL 33759 990PF 2025-01-01 596159389 SUMTER L LOWRY FOUNDATION INC SUMT 8138370582 PO BOX 18065 TAMPA FL 336798065 HELEN M BROWN PRESIDENT 8137658821 2026-07-20 LINDSEY CROWN HARDEE CPA P00639623 7274463091 2026-07-20 2025 2025-03-06 01:10:19Z X 1013012 X X 26 26 26 25236 25236 25236 6096 116132 6096 31358 31358 25262 2960 2960 6558 6558 4648 845 3803 7938 7938 8318 8318 30422 10363 20059 250 250 30672 10363 20309 686 20995 25262 57229 69933 69933 604907 592889 868181 99722 24824 74898 74898 74898 737034 737720 1013012 0 X 612040 612040 124994 125680 737034 737720 737034 737720 737034 686 737720 737720 2,530.780 SHS DODGE & COX INCOME I P 2022-12-31 2025-03-12 32005 37009 -5004 -5004 1,177.201 SHS INVESCO DEVELOPING MKT P 2022-12-31 2025-03-12 46464 44009 2455 2455 1,317.001 SHS ROYCE SMALL-CAP SPECIA P 2022-12-31 2025-08-20 19483 29018 -9535 -9535 6096 292 292 292 400 400 108 0 108 false false false false false false false true true true false false false false true N/A HELEN M BROWN 8138370582 PO BOX 18065 TAMPA FL 33679 false false false false false false false false false false false false false false false false false false false false HELEN M BROWN PO BOX 18065 TAMPA FL 33679 PRESIDENT 4.00 0 0 0 CAROLINE M SNYDER PO BOX 18065 TAMPA FL 33679 SEC/TREAS 4.00 0 0 0 KYLE L HOLTSINGER PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 MATTHEW M HOLTSINGER PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 ANN LOWRY BROWN PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 ELIZABETH B BROWN PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 ALLISON A SNYDER PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 EMMALA P BROWN PO BOX 18065 TAMPA FL 33679 TRUSTEE 1.00 0 0 0 NONE NONE THE SUMTER L. LOWRY FOUNDATION'S PRIMARY PURPOSE IS THE CARE OF MT. LYN LOWRY, NEAR WAYNESVILLE, NC. MT. LYN LOWRY IS A MOUNTAIN RETREAT USED BY VARIOUS CHURCH GROUPS. 20051 N/A 835949 51881 0 887830 887830 13317 874513 43726 43726 292 292 43434 43434 43434 20309 20309 43434 17697 18646 30913 27984 24827 120067 20309 20309 23125 23125 96942 0 96942 13218 30913 27984 24827 X HELEN BROWN PO BOX 18065 TAMPA FL 33679 8138370582 BALSAM-WILLETS VOLUNTEER FIRE DEPT PO BOX 291 BALSAM NC 28707 N/A PC FUNDING 250 250 14 26 14 25236 18 6096 31358 31358 false false false false false false false false false false ACCOUNTING 2960 2960 MOWER - 1 2020-01-01 2107 2107 200DB 7.0000 MOWER-2 2021-01-01 6496 6496 200DB 7.0000 LAND 2001-01-01 31500 MT LYN LOWRY PROPERTY 2001-01-01 43398 2003 FORD EXPLORER 2021-01-01 16221 16221 200DB 5.0000 FHLMC G01315 2 2 BAIRD ULTRA SHORT BOND I 52961 53379 BLACKROCK STRATEGIC INCO 21382 20175 PIMCO INCOME INSTL 32009 32867 DODGE & COX INCOME I VANGUARD TOTAL BOND MARK 12875 12115 AMG RIVER ROAD SMALL-MID 20000 19282 AMG YACKTMAN I 34581 35470 ARTISAN INTERNATIONAL VA 44415 75877 EATON VANCE ATLANTA CAPI 21018 25954 FIRST EAGLE GLOBAL I 10009 14399 FMI COMMON STOCK INSTITU 29000 35582 INVESCO DEVELOPING MARKE OAKMARK INTERNATIONAL SM 28323 46439 PIMCO ALL ASSET INSTL 37009 36635 PRINCIPAL DIVERSIFIED RE 37009 41587 PZENA EMERGING MARKETS V 46009 55650 ROYCE SMALL-CAP SPECIAL T. ROWE PRICE CAPITAL AP 14969 15383 VANGUARD TOTAL INTL STOC 43676 62153 VANGUARD TOTAL STOCK MKT 97719 265618 VANGUARD TOTAL 9923 19614 LAND 74898 74898 31500 MT LYN LOWRY PROPERTY 43398 EXPENSES INSURANCE 1861 1861 DUES / FEES 2078 2078 REPAIRS 3282 3282 UTILITIES 1089 1089 MISCELLANEOUS 8 8 ADVISOR FEES 6558 6558 PROPERTY TAXES 3803 3803 2024 EXCISE TAX 302 302 FOREIGN TAXES PAID 543 543