Nonprofit · EIN 75-6047221
ALVIN & LUCY OWSLEY FOUNDATION
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $883,234 | $715,308 | $167,926 | $6,624,259 | $0 | $6,624,259 |
| December 31, 2023 | 990-PF | $422,178 | $694,578 | -$272,400 | $6,515,468 | $0 | $6,515,468 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $199,259
- Net gain from sales of assets
- $682,138
- Other income
- $1,837
Expenses
- Grants and similar amounts paid
- $580,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $588,512
- Excise tax on investment income
- $10,619
Balance sheet and other
- Total assets, start of year
- $6,515,468
- Total assets, end of year
- $6,624,259
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,624,259
- Fair market value of assets
- $12,164,148
- Qualifying distributions
- $588,512
- Net investment income
- $883,234
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOPHIA GARRETT 9146 LANIGAN STREET, CHARLOTTE, NC 28277 | TRUSTEE | 0.1 | $0 |
| DAVID T OWSLEY 116 E 68TH ST 10C, NEW YORK, NY 70065 | TRUSTEE | 0.1 | $0 |
| STEVEN A OWSLEY 3402 WICKERSHAM, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOPHIA GARRETT 9146 LANIGAN STREET, CHARLOTTE, NC 28277 | TRUSTEE | 0.1 | $0 |
| DAVID T OWSLEY 116 E 68TH ST 10C, NEW YORK, NY 70065 | TRUSTEE | 0.1 | $0 |
| STEVEN A OWSLEY 3402 WICKERSHAM, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3402 WICKERSHAM LN, HOUSTON, TX 77027-4134
- In care of
- % ALVIN OWSLEY JR TRUSTEE
- Signed the 990-PF
- ALVIN OWSLEY JR, TRUSTEE
- Phone
- (713) 208-9884
- Return prepared by
- RSM US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6047221
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,624,259
- Income (IRS master file)
- $4,635,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $883,234 | $715,308 | $6,624,259 | XML |
| 990-PF | December 2023 | $422,178 | $694,578 | $6,515,468 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-6047221).
Questions about ALVIN & LUCY OWSLEY FOUNDATION
- What is the EIN of ALVIN & LUCY OWSLEY FOUNDATION?
- The employer identification number (EIN) of ALVIN & LUCY OWSLEY FOUNDATION is 75-6047221.
- Is ALVIN & LUCY OWSLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to ALVIN & LUCY OWSLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALVIN & LUCY OWSLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALVIN & LUCY OWSLEY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALVIN & LUCY OWSLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALVIN & LUCY OWSLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALVIN & LUCY OWSLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $883,234, expenses of $715,308 and total assets of $6,624,259 at year end.
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