2024-11-14T10:20:35-06:00 2023-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2023-01-01 205926191 THE ALEXANDER LOWEN FOUNDATION INC ALEX 8023382866 364 CLEARWATER ROAD SHELBURNE VT 05482 FREDERIC LOWEN PRESIDENT & EXEC. DIRECTOR 8023382866 2024-11-14 1 0 CONNIE FELLION P01875413 8026581808 2024-11-13 2023 2024-10-15 13:58:12Z X 122577 X 2260 X 2444 2444 2444 -534 30005 0 0 21487 12892 8595 8595 28660 0 28660 41425 2444 39699 0 0 0 0 4645 700 4645 0 56357 2161 30218 26139 114 0 114 45 0 45 0 31 0 31 0 4646 0 4646 0 65838 2861 39699 26139 0 0 65838 2861 39699 26139 -24413 0 0 741 1125 1125 6348 20034 20034 8479 177 177 43998 14883 14883 5 5 5 73645 86353 86353 1184 1184 114 0 0 133330 122577 122577 1427 3556 1427 3556 X 0 0 0 0 131903 119021 131903 119021 133330 122577 131903 -24413 11531 119021 0 119021 PUBLICLY TRADED SECURITIES 30005 30539 -534 -534 -534 -534 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 VT CT 1 0 0 0 0 1 WWW.LOWENFOUNDATION.ORG FREDERIC LOWEN 8023382866 364 CLEARWATER ROAD SHELBURNE VT 05482 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERIC LOWEN 364 CLEARWATER ROAD SHELBURNE VT 05482 PRESIDENT/EXECUTIVE DIRECTOR 25.00 0 0 0 SONIA LOWENSTEIN 364 CLEARWATER ROAD SHELBURNE VT 05482 SECRETARY 1.00 0 0 0 CHERYL PILEGGI 364 CLEARWATER ROAD SHELBURNE VT 05482 TREASURER 1.00 0 0 0 JOHN YONG 364 CLEARWATER ROAD SHELBURNE VT 05482 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION CONTINUED TO OPERATE ITS ONLINE BOOKSTORE AND PSYCHOTHERAPY CLINIC, AND CONTINUED INITIATIVES TOWARD EXPANDING PUBLISHING, TRAINING, AND OTHER GROUP WORK. 26139 0 110276 7004 0 117280 0 0 117280 1759 115521 5776 X 26139 0 26139 X 0 0 4872 0 4872 0 0 4141 0 4141 26139 43010 0 1749 70898 0 0 0 0 0 26139 43010 0 1749 70898 0 0 3851 5076 6060 477 15464 0 0 0 0 X 0 0 THERAPY SESSIONS 28660 14 2444 18 -534 8595 0 1910 37255 39165 1A FEE INCOME BASED ON BIOENERGETIC METHODS CONSISTENT WITH THE ORGANIZATIONAL MISSION. 10 SALE OF MISSION-RELATED PUBLICATIONS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4645 700 4645 0 GREAT PANTHER MINING LTD. 5 5 14883 14883 0 0 INVESCO QQQ TRUST ETF FMV 10238 10238 ISHARES RUSSELL MID-CAP VALUE ETF FMV 5815 5815 ISHARES RUSSELL MID-CAP GROWTH ETF FMV 6268 6268 ISHARES MORNINGSTAR SMALL CAP GROWTH ETF FMV 5940 5940 ISHARES MORNINGSTAR SMALL-CAP VALUE ETF FMV 5743 5743 SPDR S&P 500 ETF TR FMV 19012 19012 LORD ABBETT SHORT DURATION INCOME FUND CLASS F FMV 8287 8287 PGIM SHORT-TERM CORP BOND CLASS Z FMV 8053 8053 PUTNAM ULTRA SHORT DURATION INCOME FUND FMV 8574 8574 UBS ULTRA SHORT INCOME FUND CLASS P FMV 8423 8423 BANK & CREDIT CARD FEES 1687 0 1687 0 INFORMATION TECHNOLOGY 713 0 713 0 OFFICE EXPENSES 2246 0 2246 0 THERAPY SESSIONS 28660 28660 UNREALIZED GAIN ON INVESTMENTS 11531 CREDIT CARD PAYABLE 1427 3556 INVESTMENT MANAGEMENT FEES 1161 1161 1161 0 CONSULTANTS 55196 1000 29057 26139