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Nonprofit · EIN 52-1181776

OWEN FAMILY FOUNDATION

Tax-exempt · BETHESDA, MD 20816

Financials

$137K$112K2022$199K$111K2023$244K$112K2024
Revenue Expenses · by fiscal year end
Financials of OWEN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$244,098$111,811$132,287$1,284,257$0$1,284,257
September 30, 2024990-PF$198,668$111,425$87,243$1,151,970$0$1,151,970
September 30, 2023990-PF$137,073$111,712$25,361$1,064,727$0$1,064,727
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$31,712
Net gain from sales of assets
$212,386

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$109,311
Excise tax on investment income
$3,393

Balance sheet and other

Total assets, start of year
$1,151,970
Total assets, end of year
$1,284,257
Total liabilities, end of year
$0
Net assets, end of year
$1,284,257
Fair market value of assets
$2,208,275
Qualifying distributions
$109,311
Net investment income
$244,098

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Philip J Sweeney
3815 N DICKERSON ST, ARLINGTON, VA 222072968
Dir Sec Assist Treasurer1$8,602
Elizabeth W Turley
5207 Albemarle St, Bethesda, MD 20814
Dir President0$0
Jeannette O Roegge
5109 Westpath Ct, Bethesda, MD 20816
Dir Treasurer0$0
Thornton W Owen
132 E Sedgwick St, Philadelphia, PA 19119
Director0$0
Matthew W Owen
3860 East Lake Estates Dr, Davie, FL 33328
Director0$0
990-PF for the year ended September 30, 2024: 5 people
NameTitleHours / weekCompensation
Philip J Sweeney
3815 N DICKERSON ST, ARLINGTON, VA 222072968
Dir Sec Assist Treasurer1$8,756
Elizabeth W Turley
5207 Albemarle St, Bethesda, MD 20814
Dir President0$0
Jeannette O Roegge
5109 Westpath Ct, Bethesda, MD 20816
Dir Treasurer0$0
Thornton W Owen
132 E Sedgwick St, Philadelphia, PA 19119
Director0$0
Matthew W Owen
3860 East Lake Estates Dr, Davie, FL 33328
Director0$0
990-PF for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensation
Philip J Sweeney
3815 N DICKERSON ST, ARLINGTON, VA 222072968
Dir Sec Assist Treasurer1$8,558
Elizabeth W Turley
5207 Albemarle St, Bethesda, MD 20814
Dir President0$0
Jeannette O Roegge
5109 Westpath Ct, Bethesda, MD 20816
Dir Treasurer0$0
Thornton W Owen
132 E Sedgwick St, Philadelphia, PA 19119
Director0$0
Matthew W Owen
3860 East Lake Estates Dr, Davie, FL 33328
Director0$0

Address and contacts

Address (IRS master file)
5109 WESTPATH CT, BETHESDA, MD 20816-2319
In care of
% JEANNETTE ROEGGE
Signed the 990-PF
Philip Sweeney, Secretary
Phone
(703) 534-2099

What it must file and when

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
52-1181776
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
1980
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,284,257
Income (IRS master file)
$310,363

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$244,098$111,811$1,284,257IRS
990-PFSeptember 2024$198,668$111,425$1,151,970XML
990-PFSeptember 2023$137,073$111,712$1,064,727XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––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 52-1181776).

Questions about OWEN FAMILY FOUNDATION

What is the EIN of OWEN FAMILY FOUNDATION?
The employer identification number (EIN) of OWEN FAMILY FOUNDATION is 52-1181776.
Is OWEN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to OWEN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OWEN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OWEN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OWEN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of OWEN FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $8,602 (Philip J Sweeney, Dir Sec Assist Treasurer).
How much revenue does OWEN FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $244,098, expenses of $111,811 and total assets of $1,284,257 at year end.

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