Nonprofit · EIN 36-6911813
ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $402,255 | $206,732 | $195,523 | $2,704,286 | $0 | $2,704,286 |
| October 31, 2024 | 990-PF | $75,012 | $197,045 | -$122,033 | $2,508,770 | $0 | $2,508,770 |
| October 31, 2023 | 990-PF | $111,925 | $166,092 | -$54,167 | $2,630,808 | $0 | $2,630,808 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $60,593
- Net gain from sales of assets
- $341,662
Expenses
- Grants and similar amounts paid
- $163,482
- Compensation of officers, directors and key employees
- $42,304
- Disbursements for charitable purposes
- $169,843
- Excise tax on investment income
- $5,078
Balance sheet and other
- Total assets, start of year
- $2,508,770
- Total assets, end of year
- $2,704,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,704,286
- Fair market value of assets
- $3,151,227
- Qualifying distributions
- $169,843
- Net investment income
- $402,068
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $42,304 |
| JANET JO FARIS PO BOX 1676, SAN JUAN CAPISTRANO, CA 92693 | CO-TRUSTEE | 1 | $0 |
| DAVID T HUGHES 1355 ROLLING HILLS CT, CONCORD, NC 28025 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $40,506 |
| JANET JO FARIS PO BOX 1676, SAN JUAN CAPISTRANO, CA 92693 | CO-TRUSTEE | 1 | $0 |
| DAVID T HUGHES 1355 ROLLING HILLS CT, CONCORD, NC 28025 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $38,077 |
| JANET JO FARIS PO BOX 1676, SAN JUAN CAPISTRANO, CA 92693 | CO-TRUSTEE | 1 | $0 |
| DAVID T HUGHES 1355 ROLLING HILLS CT, CONCORD, NC 28025 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 36-6911813
- 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
- 1989
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,704,286
- Income (IRS master file)
- $1,861,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $402,255 | $206,732 | $2,704,286 | XML |
| 990-PF | October 2024 | $75,012 | $197,045 | $2,508,770 | XML |
| 990-PF | October 2023 | $111,925 | $166,092 | $2,630,808 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 36-6911813).
Questions about ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559
- What is the EIN of ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559?
- The employer identification number (EIN) of ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 is 36-6911813.
- Is ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $42,304 (FIFTH THIRD BANK N A, CO-TRUSTEE).
- How much revenue does ARTHUR J AND JOSEPHINE W LOWELL CHARITABLE FOUNDATION 8305559 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $402,255, expenses of $206,732 and total assets of $2,704,286 at year end.
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