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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Sophia Garrett | TRUSTEE | 2013-2024 | 0 | $0 reported | 1 |
| David T Owsley | TRUSTEE | 2011-2024 | 0 | $0 reported | 1 |
| Steven A Owsley | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Alvin M Owsley Jr (former) | TRUSTEE | 2011-2013 | 1 | $0 reported | 1 |
| Wendy O Garrett (former) | TRUSTEE | 2011 | 0 | $0 reported | 1 |
People by year
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| STEVEN A OWSLEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2013 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALVIN M OWSLEY JR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| SOPHIA GARRETT | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2011 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALVIN M OWSLEY JR | TRUSTEE | 1 | $0 | - | - | $0 | 1 |
| WENDY O GARRETT | TRUSTEE | 0 | $0 | - | - | $0 | 1 |
| DAVID T OWSLEY | TRUSTEE | 0 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $106K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT | $106,102 |
2023 · 1 contractor · $90K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT | $89,612 |
2022 · 1 contractor · $96K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT | $95,681 |
2021 · 1 contractor · $98K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT | $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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $883,234 | $715,308 | $6,624,259 | $6,624,259 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $422,178 | $694,578 | $6,515,468 | $6,515,468 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $739,806 | $585,980 | $6,787,868 | $6,787,868 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $981,676 | $721,709 | $6,634,042 | $6,634,042 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $1,363,008 | $571,391 | $6,374,075 | $6,374,075 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $921,807 | $648,176 | $5,582,657 | $5,582,657 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $372,799 | $454,698 | $5,310,549 | $5,310,549 | $100 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $140,639 | $383,440 | $5,392,625 | $5,392,625 | - | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $311,799 | $546,522 | $5,401,346 | $5,401,346 | $0 | - | $0 | - | - |
| 2011 · Form 990PF | ||||||||
| $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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ALVIN M BENTLEY FOUNDATION | MI | Not reported | $350,830 | $193,103 | PRESIDENT | $0 | Similar name, revenue within 5x |
| ALCONDA-OWSLEY FOUNDATION | NY | Not reported | $8,398 | $20,535 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| OWSLEY STANLEY FOUNDATION | CA | B28 | $51,397 | $27,696 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| ALVIN MARLEY FOUNDATION INC | DE | T20 | $83,680 | $100,358 | Pres, Dir, Sec | $0 | Similar name, revenue differs more than 10x |
| ALVIN ITKIN FOUNDATION | CO | F12 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | $20,000 | 2 | 1 | 2023–2024 | OWSLEY STANLEY FOUNDATION |
| JOHN PRITZKER FAMILY FUND | Private foundation | $2,500 | 1 | 1 | 2015–2015 | OWSLEY STANLEY FOUNDATION |
| OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC | Private foundation | $1,500 | 1 | 1 | 2020–2020 | OWSLEY STANLEY FOUNDATION |
| THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC | Private foundation | $500 | 1 | 1 | 2022–2022 | OWSLEY STANLEY FOUNDATION |
| SHAWE FAMILY CHARITABLE FOUNDATION INC | Private foundation | $500 | 1 | 1 | 2020–2020 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $715,308 | 100% |
2023 · Form 990PF · $694,578 spent · pay $0 · grants $594,064 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $694,578 | 100% |
2022 · Form 990PF · $585,980 spent · pay $0 · grants $463,944 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $585,980 | 100% |
2021 · Form 990PF · $721,709 spent · pay $0 · grants $553,476 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $721,709 | 100% |
2020 · Form 990PF · $571,391 spent · pay $0 · grants $473,839 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $571,391 | 100% |
2019 · Form 990PF · $648,176 spent · pay $0 · grants $585,912 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $648,176 | 100% |
2018 · Form 990PF · $454,698 spent · pay $0 · grants $388,992 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $454,698 | 100% |
2017 · Form 990PF · $383,440 spent · pay $0 · grants $292,850 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $383,440 | 100% |
2013 · Form 990PF · $546,522 spent · pay $0 · grants $451,430 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $546,522 | 100% |
2011 · Form 990PF · $641,685 spent · pay $0 · grants $563,083 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $641,685 | 100% |
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