Civic Intelligence

Owens Foundation

990 • Fiscal year 2017 • EIN 54-1639287

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization ProfileN.A.
5909 Dewey DriveAlexandria, VA 22310

(703) 960-1662

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,192,421

Up $135,083 (+3.3%) from 2016

Net Assets

Up

$4,192,421

Up $135,083 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$138,984

Up $104,568 (+304%) from 2016

Expenses

Down

$172,575

Down $17,503 (-9.2%) from 2016

Net Income

Up

-$33,591

Up $122,071 (+78%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$4,192,421
Liabilities$0
Net Assets$4,192,421
Open 2017 Filing

Operations Trend

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

2017

Revenue$138,984
Expenses$172,575
Net Income-$33,591
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$1,440,993
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$4,057,338$4,192,421▲ $135,083
Investments in Publicly Traded Securities$2,669,253$2,394,647▼ $274,606
Savings and Temporary Cash Investments$142,902$552,591▲ $409,689
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,057,338$4,192,421▲ $135,083
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$4,057,338$4,192,421▲ $135,083
Total Liabilities and Net Assets / Fund Balance$4,057,338$4,192,421▲ $135,083

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,245,183--
Compensation and Service Providers

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
$138,984
Other Revenue
$0
Change in Net Assets
$-33,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$168,500
Other Expenses$4,075
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$168,500--$168,500
Fees for Services Accounting-$3,500-$3,500
Other Expenses-$130-$130
Total Functional Expenses$168,500$4,075$0$172,575
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of William & MaryWilliamsburg, VA501(c)(3)Scholarships, Museum Fund, Author Program, Land Reformation, and Athletics.$168,500
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
2018-05-09
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
0

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 Appendix386 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.

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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.
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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.
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0168500
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
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IRS990/TotalAssetsGrp/BOYAmt04057338
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172575
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138984
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0N.A.
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL W OWENS JR
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ReturnHeader/BusinessOfficerGrp/PhoneNum07039601662
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OWENS FOUNDATION
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ReturnHeader/Filer/PhoneNum07039601662
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.2.119.134
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:49:49
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES W BALLOU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-09T09:49:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,192,421
Liabilities
$0
Net assets
$4,192,421
Revenue
$138,984
Expenses
$172,575
Net income
-$33,591
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