Barry W Lowe and Karen Sue Lowe is a private foundation focused on Education, based in BARTLESVILLE, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24K in total assets. In 2024, it awarded 9 grants totaling $1.8M. Net investment income was $252K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$24K
-98.5% YoY
Annual Giving
$1.8M
+2300.9% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$200K
+967.1% YoY
Under IRS private-foundation payout rules, Barry W Lowe and Karen Sue Lowe reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.
About Barry W Lowe and Karen Sue Lowe
Based on IRS filings
Barry W Lowe and Karen Sue Lowe is a private foundation focused on Education, based in BARTLESVILLE, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24K in total assets. In 2024, it awarded 9 grants totaling $1.8M. Net investment income was $252K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,841 | $1,585,647 | $1,619,814 |
| Revenue | $271,754 | $63,745 | $140,282 |
| Expenses | $1,824,281 | $97,552 | $147,398 |
| Qualifying Distributions | $1,802,774 | $77,869 | $127,398 |
| Net Investment Income | $251,506 | $45,013 | $121,294 |
| Distributable Amount | $84,767 | $90,714 | $92,709 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Young Scholars of Bartlesville ($1,203,054), Rogers State Foundation ($174,600), Concern ($174,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BARTLESVILLE EDUCATION PROMISE-READING & TUTORING BARTLESVILLE, OK | ASSIST TEACHERS WITH READING AND OTHER TUTORING OF THE BARTLESVILLE SCHOOLS | $6,000 |
| BARTLESVILLE EDUCATION PROMISE-STEM LEADERSHIP BARTLESVILLE, OK | PROVIDE THE FUNDING FOR THE STEAM LEADERSHIP SUMMER CAMP | $20,000 |
| YOUNG SCHOLARS OF BARTLESVILLE BARTLESVILLE, OK | OPERATING EXPENSES FOR THE ORGANIZATION | $40,000 |
| PATHS TO INDEPENDENCE BARTLESVILLE, OK | SCHOLARSHIPS FOR STUDENTS | $9,000 |
| ROGERS STATE FOUNDATION BARTLESVILLE, OK | CONCURRENT ENROLLMENT FEES FOR HIGH SCHOOL STUDENTS | $174,600 |
| GRACE COMMUNITY CHURCH BARTLESVILLE, OK | GENERAL PURPOSE | $87,000 |
| CONCERN BARTLESVILLE, OK | GENERAL SUPPORT | $174,000 |
| SPIRIT CHURCH BARTLESVILLE, OK | GENERAL PURPOSE | $87,000 |
| YOUNG SCHOLARS OF BARTLESVILLE BARTLESVILLE, OK | GENERAL SUPPORT - TRANSFER OF SECURITIES | $1,203,054 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANK JORDAN | CHAIRMAN | 0.5 | — |
| BRITTANY HESS | MEMBER | 0.25 | — |
| KAREN LOWE-ALTON | TREASURER | 0.5 | — |
| DANA JORDAN | MEMBER | 0.5 | — |
| DAVID AUSTIN | MEMBER | 0.25 | — |
| ANNA SHORT | SECRETARY | 0.08 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Barry W Lowe and Karen Sue Lowe?
Barry W Lowe and Karen Sue Lowe is a private foundation focused on Education, based in BARTLESVILLE, OK. It holds $24K in total assets as of 2024.
How large is Barry W Lowe and Karen Sue Lowe?
As of 2024, Barry W Lowe and Karen Sue Lowe holds $24K in total assets with $272K in annual revenue. It awarded 9 grants totaling $1.8M in 2024.
Where does Barry W Lowe and Karen Sue Lowe operate?
Barry W Lowe and Karen Sue Lowe has awarded grants in Oklahoma.
What size grants does Barry W Lowe and Karen Sue Lowe award?
In 2024, Barry W Lowe and Karen Sue Lowe awarded 9 grants totaling $1.8M — an average of about $200K per grant, based on its IRS Form 990 filings.
How much is Barry W Lowe and Karen Sue Lowe required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barry W Lowe and Karen Sue Lowe reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barry W Lowe and Karen Sue Lowe's EIN?
Barry W Lowe and Karen Sue Lowe's EIN (Employer Identification Number) is 26-6741532. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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