Lewis And Joan Lowenstein Foundation in Houston, Texas (TX)

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Lewis And Joan Lowenstein Foundation
Employer Identification Number (EIN)453983093
Name of OrganizationLewis And Joan Lowenstein Foundation
In Care of NameGerald Zlotnik
Address1770 Saint James Pl Ste 250, Houston, TX 77056-3432
SubsectionCharitable Organization
Ruling Date05/2012
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period11/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$10,630,970
Amount of Income$11,648,162
Form 990 Revenue Amount$446,394
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $11,648,162 (it was $4,087,317 in 2012)
This organization: 

 $11,648,162
Other organizations performing similar types of work: 

 $105,489

Assets in 2013: $10,630,970 (it was $4,034,293 in 2012)
Lewis And Joan Lowenstein Foundation: 

 $10,630,970
Other organizations performing similar types of work: 

 $325,460

Expenses in 2012: $561,300
This organization: 

 $561,300
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2012: 20.8
Lewis And Joan Lowenstein Foundation: 

 20.8
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 105.2%
This organization: 

 105.2%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$446,394$25,225$0
Contributions, gifts, grants, etc., received$469,699
Interest on savings and temporary cash investments$0
Dividends and interest from securities$63,495
Gross rents$0
Gross profit from sales of goods$0
Other income$-4,878
Total expenses and disbursements$561,300$28,675$0$532,625
Compensation of officers, directors, trustees, etc.$30,000
Total operating and administrative expenses$57,260$28,675$28,585
Contributions, gifts, grants paid$504,040
Excess of revenue over expenses and disbursements$-114,906
Net investment income$0
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$4,034,293$4,102,080
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$119,783
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$3,769,826
Other$144,684
Total liabilities$0
Total liabilities and net assets/fund balances$4,034,293
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-81,922
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$0
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,887,860
Net value of noncharitable-use assets$3,829,540
Minimum investment return$191,477
Distributable Amount (for 2012)
Distributable amount$191,477
Undistributed Income (for 2012)
Distributable amount for 2012$191,477
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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