Nonprofit · EIN 62-6037976
WILLIAM P & MARIE R LOWENSTEIN FOUNDATION
Tax-exempt (reinstated) · MEMPHIS, TN 38103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $113,566 | $166,535 | -$52,969 | $872,131 | $0 | $872,131 |
| December 31, 2023 | 990-PF | $32,023 | $143,597 | -$111,574 | $925,100 | $0 | $925,100 |
| December 31, 2022 | 990-PF | $21,543 | $55,088 | -$33,545 | $1,038,214 | $0 | $1,038,214 |
| December 31, 2021 | 990-PF | $60,875 | $77,770 | -$16,895 | $1,070,318 | $444 | $1,069,874 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $52,909
- Net gain from sales of assets
- $60,657
Expenses
- Grants and similar amounts paid
- $44,000
- Compensation of officers, directors and key employees
- $25,000
- Salaries, compensation and benefits (total)
- $21,900
- Disbursements for charitable purposes
- $98,188
- Excise tax on investment income
- $825
Balance sheet and other
- Total assets, start of year
- $925,100
- Total assets, end of year
- $872,131
- Total liabilities, end of year
- $0
- Net assets, end of year
- $872,131
- Fair market value of assets
- $1,522,035
- Qualifying distributions
- $98,188
- Net investment income
- $113,566
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elaine Gordon 40 S Main st Suite 2190, Memphis, TN 38103 | Board Member | 1 | $25,000 |
| Marshall Gordon 40 S Main St Suite 2190, Memphis, TN 38103 | Board Member | 1 | $0 |
| Robert Gordon 40 S Main Suite 2190, Memphis, TN 38103 | Board Member | 1 | $0 |
| Baruch Gordon 40 S Main Suite 2150, Memphis, TN 38103 | Board Member | 1 | $0 |
| Bruce Feldbaum 40 S Main Suite 2190, Memphis, TN 38103 | Board Member | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALVIN GORDON 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | DIRECTOR | 1 | $0 |
| ROBERT GORDON 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
| BRUCE GORDON 40 S MAIN SUITE 2150, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
| BRUCE FELDBAUM 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | SECRETARY | 1 | $0 |
| ELAINE GORDON 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALVIN GORDON 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | DIRECTOR | 1 | $0 |
| ROBERT GORDON 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
| BRUCE GORDON 40 S MAIN SUITE 2150, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
| MARSHALL GORDON 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
| BRUCE FELDBAUM 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | SECRETARY | 1 | $0 |
| BARRIE WEISER 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALVIN GORDON 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | DIRECTOR | 20 | $0 |
| ROBERT GORDON 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | SECRETARY | 5 | $0 |
| BRUCE GORDON 40 S MAIN SUITE 2150, MEMPHIS, TN 38103 | BOARD MEMBER | 5 | $0 |
| MARSHALL GORDON 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 5 | $0 |
| BRUCE FELDBAUM 40 S MAIN SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 5 | $0 |
| BARRIE WEISER 40 S MAIN ST SUITE 2190, MEMPHIS, TN 38103 | BOARD MEMBER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 40 S MAIN ST STE 2190, MEMPHIS, TN 38103-5521
- Signed the 990-PF
- Bruce Feldbaum, Secretary
- Phone
- (901) 525-5744
- Return prepared by
- ATA Advisory 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6037976
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $872,131
- Income (IRS master file)
- $329,561
Revocation and reinstatement
- Exemption revoked
- May 15, 2017
- Posted by the IRS
- February 12, 2018
- Reinstated
- Effective May 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $113,566 | $166,535 | $872,131 | XML |
| 990-PF | December 2023 | $32,023 | $143,597 | $925,100 | XML |
| 990-PF | December 2022 | $21,543 | $55,088 | $1,038,214 | XML |
| 990-PF | December 2021 | $60,875 | $77,770 | $1,070,318 | XML |
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 62-6037976).
Questions about WILLIAM P & MARIE R LOWENSTEIN FOUNDATION
- What is the EIN of WILLIAM P & MARIE R LOWENSTEIN FOUNDATION?
- The employer identification number (EIN) of WILLIAM P & MARIE R LOWENSTEIN FOUNDATION is 62-6037976.
- Is WILLIAM P & MARIE R LOWENSTEIN FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective May 15, 2017.
- Are donations to WILLIAM P & MARIE R LOWENSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM P & MARIE R LOWENSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM P & MARIE R LOWENSTEIN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM P & MARIE R LOWENSTEIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM P & MARIE R LOWENSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $25,000 (Elaine Gordon, Board Member).
- How much revenue does WILLIAM P & MARIE R LOWENSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $113,566, expenses of $166,535 and total assets of $872,131 at year end.
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All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations