Civic Intelligence

Owens Foundation

990 • Fiscal year 2016 • EIN 54-1639287

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileN.A.
5909 Dewey DriveAlexandria, VA 22310

(703) 960-1662

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-452%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,057,338

Up $10,226 (+0.3%) from 2015

Net Assets

Up

$4,057,338

Up $10,226 (+0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

Down

$34,416

Down $41,942 (-55%) from 2015

Expenses

Up

$190,078

Up $119,942 (+171%) from 2015

Net Income

Down

-$155,662

Down $161,884 (-2602%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,713,373Liabilities 2011: $0Net Assets 2011: $3,713,3732011Assets 2012: $3,889,676Liabilities 2012: $0Net Assets 2012: $3,889,6762012Assets 2013: $4,147,133Liabilities 2013: $0Net Assets 2013: $4,147,1332013Assets 2014: $4,217,185Liabilities 2014: $0Net Assets 2014: $4,217,1852014Assets 2015: $4,047,112Liabilities 2015: $0Net Assets 2015: $4,047,1122015Assets 2016: $4,057,338Liabilities 2016: $0Net Assets 2016: $4,057,3382016Assets 2017: $4,192,421Liabilities 2017: $0Net Assets 2017: $4,192,4212017Assets 2018: $3,839,015Liabilities 2018: $0Net Assets 2018: $3,839,0152018Assets 2019: $3,996,945Liabilities 2019: $0Net Assets 2019: $3,996,9452019Assets 2020: $4,046,302Liabilities 2020: $0Net Assets 2020: $4,046,3022020Assets 2021: $4,125,162Liabilities 2021: $0Net Assets 2021: $4,125,1622021Assets 2022: $3,564,597Liabilities 2022: $0Net Assets 2022: $3,564,5972022Assets 2023: $3,142,946Liabilities 2023: $0Net Assets 2023: $3,142,9462023Assets 2024: $2,985,230Liabilities 2024: $0Net Assets 2024: $2,985,2302024

Highlighted filing

2016

Assets$4,057,338
Liabilities$0
Net Assets$4,057,338
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $124,5292011Expenses 2012: $46,8372012Revenue 2013: $180,924Expenses 2013: $86,018Net Income 2013: $94,9062013Revenue 2014: $337,196Expenses 2014: $115,477Net Income 2014: $221,7192014Revenue 2015: $76,358Expenses 2015: $70,136Net Income 2015: $6,2222015Revenue 2016: $34,416Expenses 2016: $190,078Net Income 2016: -$155,6622016Revenue 2017: $138,984Expenses 2017: $172,575Net Income 2017: -$33,5912017Revenue 2018: $139,144Expenses 2018: $200,947Net Income 2018: -$61,8032018Revenue 2019: $179,014Expenses 2019: $235,499Net Income 2019: -$56,4852019Revenue 2020: $193,131Expenses 2020: $208,746Net Income 2020: -$15,6152020Revenue 2021: $171,482Expenses 2021: $271,099Net Income 2021: -$99,6172021Revenue 2022: $68,171Expenses 2022: $222,562Net Income 2022: -$154,3912022Revenue 2023: $97,747Expenses 2023: $734,672Net Income 2023: -$636,9252023Revenue 2024: $240,699Expenses 2024: $368,382Net Income 2024: -$127,6832024

Highlighted filing

2016

Revenue$34,416
Expenses$190,078
Net Income-$155,662
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$920,691
Mission and Program Overview

Mission

Support for the college of william & mary related to their scholarship, museum fund, author program, and athletics.

Support for the college of william & mary and the endowment association of the college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,047,112$4,057,338▲ $10,226
Investments in Publicly Traded Securities$2,628,832$2,669,253▲ $40,421
Savings and Temporary Cash Investments$173,097$142,902▼ $30,195
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,047,112$4,057,338▲ $10,226
Other Assets Total$1,245,183$1,245,183→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,047,112$4,057,338▲ $10,226
Total Liabilities and Net Assets / Fund Balance$4,047,112$4,057,338▲ $10,226

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,245,183--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Carroll W Owens JrDir/president
Patrisia B OwensDir/sec/treasurer
Carroll W Owens IiiDir/v.p.
Catherine O GarlandDir/v.p.
Donald G OwensDir/v.p.
Mildred B WestDir/v.p.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,316
Other Revenue
$100
Change in Net Assets
$-155,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,900
Other Expenses$4,178
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,900--$185,900
Fees for Services Accounting-$3,500-$3,500
Fees for Service Investment Mgmnt Fees-$191-$191
Other Expenses-$130-$130
Total Functional Expenses$185,900$4,178$0$190,078
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of William & MaryWilliamsburg, VA501(c)(3)Scholarships, Museum Fund, Author Program, Land Reformation, and Athletics.$185,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Carroll w. Owens, jr. (dir/president), donald g. Owens (dir/vp), patrisia b. Owens (dir/sec/treasurer), catherine o. Garland (dir/v.p.), and carroll w. Owens, iii (dir/vp) have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the president and board members of the organization before it is filed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Owens Foundation
EIN
54-1639287
Phone
7039601662
Address
5909 DEWEY DRIVE, ALEXANDRIA, VA 22310

Signing Officer

Name
Carroll W Owens Jr
Title
President
Phone
7039601662
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carroll W Owens Jr
Formed
1992
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Charles W Ballou CPA Pllc
Address
2112 WAKEFIELD COURT, ALEXANDRIA, VA 22307
Preparer
Charles W Ballou CPA
Phone
7033291330
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The organization collects and currently owns art work and statues in the amount of $1,245,183 which is used to support the college of william & mary.”

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY AND THE ENDOWMENT ASSOCIATION OF THE COLLEGE.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARROLL W OWENS JR
IRS990/BooksInCareOfDetail/PhoneNum07039601662
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05909 DEWEY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022310
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0185900
IRS990/CYInvestmentIncomeAmt034316
IRS990/CYOtherExpensesAmt04178
IRS990/CYOtherRevenueAmt0100
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-155662
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0190078
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034416
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION'S PURPOSE IS TO SUPPORT THE COLLEGE OF WILLIAM & MARY AND THEIR SCHOLARSHIPS, MUSEUM FUND, AUTHOR PROGRAM, AND ATHLETICS. THIS IS ACCOMPLISHED BY MAKING PAYMENTS TO OR ON BEHALF OF THE ENDOWMENT FUND ASSOCIATION AT THE COLLEGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0185900
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0191
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0191
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CARROLL W OWENS JR
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRISIA B OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD G OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm3MILDRED B WEST
IRS990/Form990PartVIISectionAGrp/PersonNm4CARROLL W OWENS III
IRS990/Form990PartVIISectionAGrp/PersonNm5CATHERINE O GARLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR/SEC/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR/V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR/V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR/V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR/V.P.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-48556
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0185900
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0185900
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0185900
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0837719
IRS990/GrossReceiptsAmt0920691
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt082872
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082872
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02628832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02669253
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0886275
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY RELATED TO THEIR SCHOLARSHIP, MUSEUM FUND, AUTHOR PROGRAM, AND ATHLETICS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04047112
IRS990/NetAssetsOrFundBalancesEOYAmt04057338
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-48556
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-48556
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0165888
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01245183
IRS990/OtherAssetsTotalGrp/EOYAmt01245183
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1VA STATE CORPORATION CO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1130
IRS990/OtherExpensesGrp/TotalAmt0357
IRS990/OtherExpensesGrp/TotalAmt1130
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100
IRS990/OtherRevenueTotalAmt0100
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CARROLL W OWENS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt065107
IRS990/PYInvestmentIncomeAmt073138
IRS990/PYOtherExpensesAmt05029
IRS990/PYOtherRevenueAmt03220
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06222
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt070136
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076358
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-155662
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt034416
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04047112
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04057338
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0173097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142902
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY RELATED TO THEIR SCHOLARSHIP, MUSEUM FUNDS, AUTHOR PROGRAM, AND ATHLETICS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E, QUESTION 2 ACTIVITIES TEST
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001718
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0185900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0185900
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt01245183
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01245183
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARTWORK ON LOAN TO COLLEGE OF WILLIAM & MARY, STATUE OF PRES. JAMES MONROE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION COLLECTS AND CURRENTLY OWNS ART WORK AND STATUES IN THE AMOUNT OF $1,245,183 WHICH IS USED TO SUPPORT THE COLLEGE OF WILLIAM & MARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01245183
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0185900
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS, MUSEUM FUND, AUTHOR PROGRAM, LAND REFORMATION, AND ATHLETICS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleI/RecipientTable/RecipientEIN0546001718
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 8795
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023187
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARROLL W. OWENS, JR. (DIR/PRESIDENT), DONALD G. OWENS (DIR/VP), PATRISIA B. OWENS (DIR/SEC/TREASURER), CATHERINE O. GARLAND (DIR/V.P.), AND CARROLL W. OWENS, III (DIR/VP) HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT AND BOARD MEMBERS OF THE ORGANIZATION BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0546001718
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 8795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd023187
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0185900
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04047112
IRS990/TotalAssetsEOYAmt04057338
IRS990/TotalAssetsGrp/BOYAmt04047112
IRS990/TotalAssetsGrp/EOYAmt04057338
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190078
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04047112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04057338
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0185900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034416
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04047112
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04057338
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05909 DEWEY DRIVE
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022310
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N.A.
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL W OWENS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039601662
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OWENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0541639287
ReturnHeader/Filer/PhoneNum07039601662
ReturnHeader/Filer/USAddress/AddressLine1Txt05909 DEWEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0308000A82EEC3CDF2C69B385A1CD24FEEFF69026
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0308000A82EEC3CDF2C69B385A1CD24FEEFF69026
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.2.119.134
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:48:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542055917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES W BALLOU CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02112 WAKEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022307
ReturnHeader/PreparerPersonGrp/PhoneNum07033291330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES W BALLOU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T12:50:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,057,338
Liabilities
$0
Net assets
$4,057,338
Revenue
$34,416
Expenses
$190,078
Net income
-$155,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.24$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10$0.73$0.64
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.22$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.17$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.18$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.34$0.12$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.18$0.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.12