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Nonprofit · EIN 20-7199304

SAFTY5 FOUNDATION

Also known as GORDON OWADES TTEE

Tax-exempt · LEXINGTON, MA 02420

Financials

$256K$203K2023$481K$149K2024$1.4M$171K2025
Revenue Expenses · by fiscal year end
Financials of SAFTY5 FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,380,300$171,206$1,209,094$447,286$0$447,286
December 31, 2024990-PF$480,617$149,265$331,352$224,733$0$224,733
December 31, 2023990-PF$255,703$203,142$52,561$149,561$0$149,561
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,006,886
Dividends
$1,346
Interest
$1,928
Net gain from sales of assets
$370,140

Expenses

Grants and similar amounts paid
$165,984
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$169,584
Excise tax on investment income
$5,177

Balance sheet and other

Total assets, start of year
$224,733
Total assets, end of year
$447,286
Total liabilities, end of year
$0
Net assets, end of year
$447,286
Fair market value of assets
$842,706
Qualifying distributions
$169,584
Net investment income
$373,414

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LORRI S OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0
GORDON D OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
LORRI S OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0
GORDON D OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
LORRI S OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0
GORDON D OWADES
167 EAST EMERSON ROAD, LEXINGTON, MA 02420
TRUSTEE2$0

Address and contacts

Address (IRS master file)
167 E EMERSON RD, LEXINGTON, MA 02420-2135
In care of
% GORDON D OWADES
Signed the 990-PF
GORDON OWADES, TRUSTEE
Phone
(781) 862-4560
Return prepared by
PLANTE & MORAN PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-7199304
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$447,286
Income (IRS master file)
$1,396,846

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,380,300$171,206$447,286XML
990-PFDecember 2024$480,617$149,265$224,733XML
990-PFDecember 2023$255,703$203,142$149,561XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7199304).

Questions about SAFTY5 FOUNDATION

What is the EIN of SAFTY5 FOUNDATION?
The employer identification number (EIN) of SAFTY5 FOUNDATION is 20-7199304.
Is SAFTY5 FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to SAFTY5 FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAFTY5 FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SAFTY5 FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAFTY5 FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SAFTY5 FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SAFTY5 FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,380,300, expenses of $171,206 and total assets of $447,286 at year end.

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