ALVIN & LUCY OWSLEY FOUNDATION

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Cite this

Plain text ALVIN & LUCY OWSLEY FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/alvin-and-lucy-owsley-foundation-756047221. Retrieved 2026-11-05.

APA furp.org. (n.d.). ALVIN & LUCY OWSLEY FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 5, 2026, from https://furp.org/org/alvin-and-lucy-owsley-foundation-756047221

MLA “ALVIN & LUCY OWSLEY FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/alvin-and-lucy-owsley-foundation-756047221. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $883K · expenses $715K · assets $6.6M

EIN
75-6047221
Address
3402 WICKERSHAM LN, HOUSTON, TX 77027-4134
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) inferred (by a small language model from the name and 990 text, confidence 0.60; not an IRS classification)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (association)
Ruling date
December 1951 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sophia Garrett TRUSTEE2013-2024 0 $0 reported 1
David T Owsley TRUSTEE2011-2024 0 $0 reported 1
Steven A Owsley TRUSTEE2017-2024 1 $0 reported 1
Alvin M Owsley Jr (former) TRUSTEE2011-2013 1 $0 reported 1
Wendy O Garrett (former) TRUSTEE2011 0 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
STEVEN A OWSLEY TRUSTEE1 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALVIN M OWSLEY JR TRUSTEE1 $0-$0 $01
SOPHIA GARRETT TRUSTEE0 $0-$0 $01
DAVID T OWSLEY TRUSTEE0 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALVIN M OWSLEY JR TRUSTEE1 $0-- $01
WENDY O GARRETT TRUSTEE0 $0-- $01
DAVID T OWSLEY TRUSTEE0 $0-- $01

Highest-paid independent contractors

2024 · 1 contractor · $106K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT$106,102
2023 · 1 contractor · $90K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT$89,612
2022 · 1 contractor · $96K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT$95,681
2021 · 1 contractor · $98K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT$98,007

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 45 grants to organizations · $581K
2023 · 53 grants to organizations · $594K
2022 · 31 grants to organizations · $464K
2021 · 35 grants to organizations · $553K
2020 · 31 grants to organizations · $474K
2019 · 35 grants to organizations · $586K
2018 · 29 grants to organizations · $389K
2017 · 23 grants to organizations · $293K
2013 · 1 grant to organizations · $451K
2011 · 1 grant to organizations · $563K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$883,234$715,308 $6,624,259$6,624,259 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$422,178$694,578 $6,515,468$6,515,468 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$739,806$585,980 $6,787,868$6,787,868 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$981,676$721,709 $6,634,042$6,634,042 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,363,008$571,391 $6,374,075$6,374,075 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$921,807$648,176 $5,582,657$5,582,657 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$372,799$454,698 $5,310,549$5,310,549 $100- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$140,639$383,440 $5,392,625$5,392,625 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$311,799$546,522 $5,401,346$5,401,346 $0- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$677,735$641,685 $5,215,412$5,215,412 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALVIN M BENTLEY FOUNDATIONMINot reported $350,830$193,103 PRESIDENT$0 Similar name, revenue within 5x
ALCONDA-OWSLEY FOUNDATIONNYNot reported $8,398$20,535 TRUSTEE$0 Similar name, revenue differs more than 10x
OWSLEY STANLEY FOUNDATIONCAB28 $51,397$27,696 PRESIDENT$0 Similar name, revenue differs more than 10x
ALVIN MARLEY FOUNDATION INCDET20 $83,680$100,358 Pres, Dir, Sec$0 Similar name, revenue differs more than 10x
ALVIN ITKIN FOUNDATIONCOF12 $59,903$28,605 TRUSTEE$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 5 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$20,0002 12023–2024 OWSLEY STANLEY FOUNDATION
JOHN PRITZKER FAMILY FUND Private foundation$2,5001 12015–2015 OWSLEY STANLEY FOUNDATION
OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC Private foundation$1,5001 12020–2020 OWSLEY STANLEY FOUNDATION
THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC Private foundation$5001 12022–2022 OWSLEY STANLEY FOUNDATION
SHAWE FAMILY CHARITABLE FOUNDATION INC Private foundation$5001 12020–2020 OWSLEY STANLEY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $715,308 spent · pay $0 · grants $580,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $580,900 81.2%
Fees: other professional $106,102 14.8%
Fees: accounting $15,225 2.1%
Taxes $13,021 1.8%
Other expenses $60 0.0%
Total$715,308100%

View the filing

2023 · Form 990PF · $694,578 spent · pay $0 · grants $594,064 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $594,064 85.5%
Fees: other professional $89,548 12.9%
Taxes $10,796 1.6%
Other expenses $170 0.0%
Total$694,578100%

View the filing

2022 · Form 990PF · $585,980 spent · pay $0 · grants $463,944 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $463,944 79.2%
Fees: other professional $95,681 16.3%
Taxes $15,960 2.7%
Fees: accounting $10,290 1.8%
Other expenses $105 0.0%
Total$585,980100%

View the filing

2021 · Form 990PF · $721,709 spent · pay $0 · grants $553,476 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $553,476 76.7%
Fees: other professional $98,007 13.6%
Taxes $59,619 8.3%
Fees: accounting $10,500 1.5%
Other expenses $107 0.0%
Total$721,709100%

View the filing

2020 · Form 990PF · $571,391 spent · pay $0 · grants $473,839 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $473,839 82.9%
Fees: other professional $52,279 9.1%
Taxes $29,374 5.1%
Fees: accounting $14,355 2.5%
Other expenses $1,544 0.3%
Total$571,391100%

View the filing

2019 · Form 990PF · $648,176 spent · pay $0 · grants $585,912 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $585,912 90.4%
Fees: other professional $48,992 7.6%
Fees: accounting $7,073 1.1%
Other expenses $5,452 0.8%
Taxes $747 0.1%
Total$648,176100%

View the filing

2018 · Form 990PF · $454,698 spent · pay $0 · grants $388,992 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $388,992 85.5%
Fees: other professional $48,066 10.6%
Fees: accounting $18,458 4.1%
Taxes $432 0.1%
Other expenses -$1,250 -0.3%
Total$454,698100%

View the filing

2017 · Form 990PF · $383,440 spent · pay $0 · grants $292,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $292,850 76.4%
Fees: other professional $56,967 14.9%
Taxes $20,349 5.3%
Fees: accounting $13,223 3.4%
Interest $51 0.0%
Total$383,440100%

View the filing

2013 · Form 990PF · $546,522 spent · pay $0 · grants $451,430 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $451,430 82.6%
Fees: other professional $44,913 8.2%
Taxes $27,627 5.1%
Fees: accounting $22,552 4.1%
Total$546,522100%

View the filing

2011 · Form 990PF · $641,685 spent · pay $0 · grants $563,083 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $563,083 87.8%
Fees: other professional $40,366 6.3%
Fees: accounting $22,052 3.4%
Taxes $15,882 2.5%
Interest $302 0.0%
Total$641,685100%

View the filing

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