Sumter L Lowry Foundation Inc

Private foundation · Grantmaker Tampa, FL EIN: 59-6159389

Sumter L Lowry Foundation Inc is a private foundation, based in Tampa, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $738K in total assets. In 2025, it awarded 1 grant totaling $250. Net investment income was $21K.

Key facts about Sumter L Lowry Foundation Inc

In short: Sumter L Lowry Foundation Inc gave $250 across 1 grant in 2025 (avg $250), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
59-6159389
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$250
Grants made (2025)
1
Average grant
$250
Median grant
$250
Total assets
$737,720
Primary geography
North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$738K

+0.1% YoY

Annual Giving

$250

-95.0% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$250

-80.0% YoY

Under IRS private-foundation payout rules, Sumter L Lowry Foundation Inc reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

How Sumter L Lowry Foundation Inc gives

  • In 2025 it paid out 47% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 1 itemized 2025 grant dollars.

Cities

TampaWaynesvilleHendersonvilleBalsamCantonTampa FL

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K6 grants20190 grants20202 grants20210 grants20221 grants20234 grants20241 grants2025

From 2019 to 2025, annual grant giving ranged from $250 (2025) to $18K (2019). In 2025 it made 1 grant totaling $250.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Balsam-Willets Volunteer Fire Dept: $250Balsam-Willets Volunteer FireDept$250

The largest 2025 recipient was Balsam-Willets Volunteer Fire Dept ($250).

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Balsam-Willets Volunteer Fire Dept Balsam, NCFunding$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019202020212022202320242025
Metric202520242023
Total Assets$737,720$737,034$740,163
Revenue$31,358$33,282$20,747
Expenses$30,672$36,411$35,462
Qualifying Distributions$20,309$24,827$27,984
Net Investment Income$20,995$21,698$13,269
Distributable Amount$43,434—$37,590

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS March 23, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 31, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Sumter L Lowry Foundation Inc is led by Helen M. Brown, President on every filing since 2019; none of the 8 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Helen M. Brown

    President

    On filings since 2019

    4 hrs/week

    No compensation reported

  • Allison A. Snyder

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ann Lowry Brown

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Elizabeth B. Brown

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Emmala P. Brown

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kyle L. Holtsinger

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Matthew M. Holtsinger

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Caroline M. Snyder

    Secretary & Treasurer

    On filings since 2019

    4 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Sumter L Lowry Foundation Inc

How much does Sumter L Lowry Foundation Inc give each year?

Sumter L Lowry Foundation Inc gave $250 across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 4 grants.

How large is Sumter L Lowry Foundation Inc?

Sumter L Lowry Foundation Inc reported $738K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).

Where does Sumter L Lowry Foundation Inc operate?

Sumter L Lowry Foundation Inc has awarded grants in Florida, North Carolina.

What is Sumter L Lowry Foundation Inc's EIN?

Sumter L Lowry Foundation Inc's EIN (Employer Identification Number) is 59-6159389. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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