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Nonprofit · EIN 63-1139499

THE J K LOWDER FAMILY FOUNDATION

Tax-exempt · MONTGOMERY, AL 36116

Financials

$647K$842K2023$654K$1.2M2024$3.3M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of THE J K LOWDER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,300,697$1,613,993$1,686,704$18,884,985$0$18,884,985
December 31, 2024990-PF$653,769$1,169,715-$515,946$17,708,152$0$17,708,152
December 31, 2023990-PF$647,390$842,411-$195,021$17,145,514$0$17,145,514
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$486,257
Interest
$30,549
Net gain from sales of assets
$2,742,246
Other income
$41,645

Expenses

Grants and similar amounts paid
$1,361,500
Compensation of officers, directors and key employees
$60,000
Disbursements for charitable purposes
$1,452,533
Excise tax on investment income
$42,817

Balance sheet and other

Total assets, start of year
$17,708,152
Total assets, end of year
$18,884,985
Total liabilities, end of year
$0
Net assets, end of year
$18,884,985
Fair market value of assets
$18,884,985
Qualifying distributions
$1,452,533
Net investment income
$3,236,834

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, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
EMILY L WOOTTEN
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
EXECUTIVE DIRECTOR20$60,000$2,789
JAMES K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
PRESIDENT1$0$0
MARGARET B LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
VICE PRESIDENT1$0$0
JOSHUA K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0
ANNA C LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensationOther / benefits
EMILY L WOOTTEN
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
EXECUTIVE DIRECTOR20$60,000$3,633
JAMES K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
PRESIDENT1$0$0
MARGARET B LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
VICE PRESIDENT1$0$0
JOSHUA K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0
ANNA C LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationOther / benefits
EMILY L WOOTTEN
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
EXECUTIVE DIRECTOR20$60,000$2,400
JAMES K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
PRESIDENT1$0$0
MARGARET B LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
VICE PRESIDENT1$0$0
JOSHUA K LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0
ANNA C LOWDER
5251 HAMPSTEAD HIGH ST UNIT 205, MONTGOMERY, AL 36116
DIRECTOR0$0$0

Address and contacts

Address (IRS master file)
5251 HAMPSTEAD HIGH ST STE 205, MONTGOMERY, AL 36116-6758
In care of
% JAMES K LOWDER
Signed the 990-PF
JAMES K LOWDER, VICE PRESIDENT
Phone
(334) 270-6520
Return prepared by
PATHSTONE FAMILY OFFICE

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-1139499
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,884,985
Income (IRS master file)
$12,238,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,300,697$1,613,993$18,884,985XML
990-PFDecember 2024$653,769$1,169,715$17,708,152XML
990-PFDecember 2023$647,390$842,411$17,145,514XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 63-1139499).

Questions about THE J K LOWDER FAMILY FOUNDATION

What is the EIN of THE J K LOWDER FAMILY FOUNDATION?
The employer identification number (EIN) of THE J K LOWDER FAMILY FOUNDATION is 63-1139499.
Is THE J K LOWDER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE J K LOWDER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE J K LOWDER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE J K LOWDER FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE J K LOWDER FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE J K LOWDER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $60,000 (EMILY L WOOTTEN, EXECUTIVE DIRECTOR).
How much revenue does THE J K LOWDER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,300,697, expenses of $1,613,993 and total assets of $18,884,985 at year end.

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