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Nonprofit · EIN 22-3657229

LOWE II FOUNDATION INC

Tax-exempt · PALM BEACH GARDENS, FL 33410

Financials

$276K$330K2023$110K$173K2024
Revenue Expenses · by fiscal year end
Financials of LOWE II FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$109,941$172,638-$62,697$2,243,723$0$2,243,723
June 30, 2024990-PF$275,803$329,702-$53,899$2,306,420$0$2,306,420
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$61
Dividends
$96,302
Interest
$10,445
Net gain from sales of assets
$3,133

Expenses

Grants and similar amounts paid
$132,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$133,240
Excise tax on investment income
$1,008

Balance sheet and other

Total assets, start of year
$2,306,420
Total assets, end of year
$2,243,723
Total liabilities, end of year
$0
Net assets, end of year
$2,243,723
Fair market value of assets
$3,642,306
Qualifying distributions
$133,240
Net investment income
$109,880

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LAURIE MEACHAM
2 DEERFIELD DR, LEWES, DE 19958
DIRECTOR0.25$0
JERI GOETZ
194 BEENEY ROAD, PORT CHARLOTTE, FL 33952
DIRECTOR0.25$0
PATRICIA A HAUBEN
123 LAKESHORE DR SUITE 1644, NORTH PALM BEACH, FL 33408
DIRECTOR0.25$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
PATRICIA A HAUBEN
123 LAKESHORE DR SUITE 1644, NORTH PALM BEACH, FL 33408
DIRECTOR0.25$0
LAURIE MEACHAM
2 DEERFIELD DR, LEWES, DE 19958
DIRECTOR0.25$0
JERI GOETZ
194 BEENEY ROAD, PORT CHARLOTTE, FL 33952
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
CO CRI ADV LLC 3300 PGA BLVD 7, PALM BEACH GARDENS, FL 33410-0000
In care of
% TRAVANI & RICHTER
Signed the 990-PF
LAURIE MEACHAM, DIRECTOR
Phone
(302) 396-0092
Return prepared by
CRI ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
22-3657229
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,243,723
Income (IRS master file)
$471,294

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025–––IRS
990-PFJune 2024$275,803$329,702$2,306,420IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about LOWE II FOUNDATION INC

What is the EIN of LOWE II FOUNDATION INC?
The employer identification number (EIN) of LOWE II FOUNDATION INC is 22-3657229.
Is LOWE II FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LOWE II FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOWE II FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LOWE II FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOWE II FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LOWE II FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LOWE II FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $109,941, expenses of $172,638 and total assets of $2,243,723 at year end.

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