2024-05-14T12:01:15-00:00 2023-12-31 061371612 Edward M Luria Esq 51 Monroe Street Suite 1205 Rockville MD 208502429 990PF 2023-01-01 276603609 Loweth-Alvord Foundation % Robert P Loweth LOWE 9107913343 1127 Floral Parkway APT 200 Wilmington NC 284036240 Robert P Loweth Trustee 9107913343 2024-05-15 true Robert Loweth XXX-XX-XXXX true Edward M Luria P00548137 2023932266 2024-05-14 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 1114139 X 21 21 21 24895 24895 24895 -456 63003 0 24460 24916 24916 3000 3000 3000 3000 789 789 789 1128 1128 1128 130 130 130 5047 5047 5047 3000 49500 49500 54547 5047 5047 52500 -30087 19869 19869 116728 78961 89569 62742 62287 100102 820413 854200 924468 999883 995448 1114139 0 X 999883 995448 999883 995448 999883 995448 999883 -30087 25652 995448 995448 0 Net Lease Office Properties P 2023-11-05 2023-11-06 12 12 12 1968.504 PIMCO Income Fund P 2017-03-20 2023-11-13 19990 23652 -3662 -3662 1176.471 Principal Pfd Securities Fd Cl Institutional P 2021-07-28 2023-11-13 9990 11867 -1877 -1877 627.615 T. Rowe Price Balanced Fund P 2013-12-04 2023-11-13 15000 18722 -3722 -3722 253.165 T. Rowe Price Value Fund P 2017-03-20 2023-11-13 10000 9218 782 782 -456 12 2011-02-26 276 276 276 257 257 257 19 false false false false false false false true true FL true false false false false true none William A Loweth 8605369240 262 Crosswinds Drive Noank CT 063404878 false false false false false false false false false false false false false false false false false false false false false Robert P Loweth 1127 Floral Parkway Suite 200 Wilmington NC 28403 Trustee 003.00 0 432 William A Loweth 262 Crosswinds Drive Noank CT 06340 Trustee 001.50 0 695 NONE NONE n/a 0 n/a 960530 95500 0 1056030 1056030 15840 1040190 52010 52010 276 276 51734 51734 51734 52500 52500 51734 6900 178 7078 52500 51734 766 7844 0 7844 6900 178 766 Robert P Loweth 1127 Floral Parkway Suite 400 Wilmongton NC 28403 9107913343 any form will do none none William A Loweth 262 Crosswinds Drive Noank CT 06830 8605369240 any form will do none none Always Home 119 High Street Mystic CT 06355 Public Charity General Purposes 1000 Brigade Boys and Girls Club 2759 Vance Street Wilmington NC 28413 Public Charity General Purposes 1000 BSA Cape Fear Council 110 Longstreet Drive Wilmington NC 28412 Public Charity General Purposes 1200 Cape Fear Clinic 1605 Doctors Circle Wilmington NC 28401 Public Charity General Purposes 500 Cape Fear Community Foundation 411 N Front Street Wilmington NC 28401 Public Charity General Purposes 500 Cape Fear Habitat for Humanity 3310 Fredrickson Rd Wilmington NC 28401 Public Charity General Purposes 500 Cape Fear Literacy Council 1012 South 17th Street Wilmington NC 28401 Public Charity General Purposes 500 Carolina Canines PO Box 12643 Wilmington NC 28405 Public Charity General Purposes 500 Community Counseling Center 4810 Wrightsville Ave Wilmington NC 28403 Public Charity General Purposes 1000 COREFI - Vieques Is PO Box 97 Vieque PR 00765 Public Charity General Purposes 500 Corner Closet 15 1/2 Water Street Unit 4 Mystic CT 06355 Public Charity General Purposes 3000 Denison Pequot Sepos Nature Center PO Box 122 Mystic CT 06355 Public Charity General Purposes 1000 Doctors Without Borders 333 7th Avenue 2nd Floor New York NY 10001 Public Charity General Purposes 3000 First Fruit Ministries PO Box 15354 Wilmington NC 28408 Public Charity General Purposes 500 Food Bank of Central & Eastern NC 1314 Marstellar Street Wilmington NC 28402 Public Charity General Purposes 1000 Good Shepherd Center 811 Martin Street Wilmington NC 28401 Public Charity General Purposes 1000 Groton Open Space Association PO Box 9187 Groton CT 06340 Public Charity General Purposes 1000 Groton Scholarship Fund 101 Groton Long Point Road Groton CT 06340 Public Charity General Purposes 1000 Groton Utilities Energy Assistance Fund 2 Fort Hill Road Groton CT 06340 Public Charity General Purposes 2000 Hartwick College PO Box 4020 Oneonta NY 13820 Public Charity General Purposes 1000 International Rescue Committee P O Box 6068 Albert Lea MN 56007 Public Charity General Purposes 500 Kids Making It 617 Castle Street Wilmington NC 28401 Public Charity General Purposes 500 Lawrence & Memorial Hospital 365 Montauk Avenue New London CT 06320 Public Charity General Purposes 1000 Maine Maritime Academy 54 Pleasant Street Castine ME 04420 Public Charity General Purposes 2000 Mercy Corp PO Box 37800 Boone IA 50037 Public Charity General Purposes 500 North Carolina Community Foundation 4601 Six Forks Rd Suite 524 Raleigh NC 27609 Public Charity General Purposes 1500 North Carolina Missions of Mercy 1600 Evans Rd Cary NC 27513 Public Charity General Purposes 500 Nourish NC 601 Greenfield Street Wilmington NC 28401 Public Charity General Purposes 500 Planned Parenthood 123 William Street New York NY 10038 Public Charity General Purposes 1000 Roots of Recovery P O Box 1479 Hampstead NC 28443 Public Charity General Purposes 500 Safe Futures Inc 16 Jay Street New London CT 06320 Public Charity General Purposes 500 Salvation Army of Wilmington NC 223 S 3rd Street Wilmington NC 28401 Public Charity General Purposes 1000 Save the Kid Fund 33 Stanton Lane Preston CT 06365 Preston CT 06365 Public Charity General Purposes 500 St Mark's Church 15 Pearl Street Mystic CT 06320 Public Charity General Purposes 5500 Ukranian Crisis Relief Fund 1 Thomas Circle NW Washington DC 20005 Public Charity General Purposes 800 The University of North Carolina at Chapel Hill 116 Orange Street Wilmington NC 28401 Public Charity General Purposes 2500 The Episcopal Church of Connecticut 15 Pearl Street Mystic CT 06355 Public Charity General Purposes 5000 USA for UNHCR 1310 L Street Washington DC 20005 Public Charity General Purposes 500 Wilmington Area Rebuilding Ministry 20 North 4th Street Suite 213 Wilmington NC 28401 Public Charity General Purposes 500 Work Vessels for Veterans 145 Pearl Street Noank CT 06340 Public Charity General Purposes 500 Young Scientist Academy 20 North 4th Street Suite 420 Wilmington NC 28401 Public Charity General Purposes 1000 Youth Villages of NC 1822 E NC Highway 54 Durham NC 27713 Public Charity General Purposes 1000 49500 -456 -456 -456 false false false false false false false false false false 1208 shares of Intel Corp. 27736 62253 584 shares of WP Carey Corp. Prop. Assoc. 17 Global, Inc. 34551 37849 American Funds American Balanced Fund Cl F2 FMV 80274 89268 American Funds Capital World Gr Inc Fund FMV 27564 32124 American Funds New Perspective FMV 69792 82464 American Funds Small-Cap World FMV 40315 47629 American Funds Strategic Bond Fund FMV 14631 14604 Apollo Diversified Credit Fund Cl 1 FMV 30010 30349 Artisan High Income Fund Advisor Shares FMV 23970 26250 Blackstone Real Estate Income Trust FMV 33346 32878 CH Robinson Worldwide Inc FMV 35079 51507 Franklin Income Fund FMV 25000 26986 Harbor Capital Appreciation Fd FMV 112524 173000 Harding Loevner Emerging Mrkts Port FMV 25766 27507 Jll Income Property Trust FMV 33331 29378 Madison Dividend Income Fund Cl Y FMV 35799 34313 MPLX LP FMV 36399 39816 Net Lease Office Properties FMV 702 702 Pimco Income Fund Class I FMV 63727 44484 Principal Pfd Securities Fd Cl Institutional FMV 36597 28475 SPDR Portfolio SP 500 High Dividend ETF FMV 23352 23122 T. Rowe Price Balanced Fund FMV 44693 34899 T. Rowe Price Value Fund FMV 36441 29038 Vanguard High Dividend Yield Index Fund FMV 24888 25675 Edward M. Luria, Esq. 3000 3000 3000 3000 Brokerage Fees 130 130 130 additions from energy investments 25652 Sec. 4940 tax - 2022 257 257 257 Estimated Sec. 4940 tax - 2023 257 257 257 Foreign Taxes Paid 275 275 275