Nonprofit · EIN 88-0906964
J DAVID LOWELL FOUNDATION INC
Tax-exempt · TUCSON, AZ 85718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,977,678 | $195,312 | $4,782,366 | $776,404 | $244,437 | $2,493,619 |
| December 31, 2023 | 990-PF | $0 | $29,775 | -$29,775 | $24,077 | $53,852 | -$29,775 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,392,101
- Dividends
- $16,593
- Interest
- $2,144
- Net gain from sales of assets
- $2,566,840
Expenses
- Grants and similar amounts paid
- $85,000
- Compensation of officers, directors and key employees
- $71,923
- Disbursements for charitable purposes
- $194,628
- Excise tax on investment income
- $35,931
Balance sheet and other
- Total assets, start of year
- $24,077
- Total assets, end of year
- $776,404
- Total liabilities, end of year
- $244,437
- Net assets, end of year
- $2,493,619
- Fair market value of assets
- $2,738,056
- Qualifying distributions
- $967,985
- Net investment income
- $2,585,577
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 |
|---|---|---|---|
| Glenton Lowell 2814 W IRONWOOD RIDGE RD, TUCSON, AZ 85745 | EXECUTIVE DIRECTOR | 40 | $71,923 |
| DOUGLAS LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | PRESIDENT | 10 | $0 |
| ELIZABETH LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | SECRETARY / Treasurer | 10 | $0 |
| WILLIAM LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | Vice President | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | PRESIDENT | 10 | $0 |
| ELIZABETH LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | SECRETARY | 10 | $0 |
| WILLIAM LOWELL 5066 N PLACITA CHOLULA, TUCSON, AZ 85718 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5066 N PLACITA CHOLULA, TUCSON, AZ 85718-6321
- In care of
- % R & A CPAS
- Signed the 990-PF
- Glenton Lowell, Executive Director
- Phone
- (520) 465-8953
- Website
- https://jdl-foundation.com/
- Return prepared by
- R&A CPAS PLLC
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
- 88-0906964
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $776,404
- Income (IRS master file)
- $5,110,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,977,678 | $195,312 | $776,404 | IRS |
| 990-PF | December 2023 | $0 | $29,775 | $24,077 | 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 88-0906964).
Questions about J DAVID LOWELL FOUNDATION INC
- What is the EIN of J DAVID LOWELL FOUNDATION INC?
- The employer identification number (EIN) of J DAVID LOWELL FOUNDATION INC is 88-0906964.
- Is J DAVID LOWELL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to J DAVID LOWELL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J DAVID LOWELL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J DAVID LOWELL FOUNDATION INC 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 J DAVID LOWELL FOUNDATION INC 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 J DAVID LOWELL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $71,923 (Glenton Lowell, EXECUTIVE DIRECTOR).
- How much revenue does J DAVID LOWELL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,977,678, expenses of $195,312 and total assets of $776,404 at year end.
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