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Nonprofit · EIN 06-1193928

OWEN FOUNDATION

Tax-exempt · PALM CITY, FL 34990

Financials

$44K$197K2023$248K$207K2024$352K$208K2025
Revenue Expenses · by fiscal year end
Financials of OWEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$352,320$208,051$144,269$1,555,941$0$1,555,941
December 31, 2024990-PF$247,665$207,382$40,283$1,412,739$1,067$1,411,672
December 31, 2023990-PF$44,040$197,338-$153,298$1,372,456$1,067$1,371,389
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,067
Dividends
$52,437
Net gain from sales of assets
$297,790
Other income
$1,026

Expenses

Grants and similar amounts paid
$186,000
Disbursements for charitable purposes
$186,421
Excise tax on investment income
$4,584

Balance sheet and other

Total assets, start of year
$1,412,739
Total assets, end of year
$1,555,941
Total liabilities, end of year
$0
Net assets, end of year
$1,555,941
Fair market value of assets
$4,226,856
Qualifying distributions
$186,421
Net investment income
$351,253

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID G OWEN
301 WATEREE AVENUE, COLUMBIA, SC 29205
TRUSTEE2$0
LORINDA O CLAUSON
6 GOLF CLUB ROAD, GREENWICH, CT 06830
TRUSTEE2$0
STEPHEN RUTNER PHD
4181 SW PARKGATE BLVD, PALM CITY, FL 34990
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DAVID G OWEN
301 WATEREE AVENUE, COLUMBIA, SC 29205
TRUSTEE2$0
LORINDA O CLAUSON
6 GOLF CLUB ROAD, GREENWICH, CT 06830
TRUSTEE2$0
STEPHEN RUTNER PHD
231 CHICORY RD NE, MILLEDGEVILLE, GA 31061
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAVID G OWEN
301 WATEREE AVENUE, COLUMBIA, SC 29205
TRUSTEE2$0
LORINDA O CLAUSON
6 GOLF CLUB ROAD, GREENWICH, CT 06830
TRUSTEE2$0
STEPHEN RUTNER PHD
231 CHICORY RD NE, MILLEDGEVILLE, GA 31061
TRUSTEE2$0

Address and contacts

Address (IRS master file)
4181 SW PARKGATE BLVD, PALM CITY, FL 34990-4449
In care of
% PATRICIA OWEN SMITH
Signed the 990-PF
STEPHEN RUTNER PHD, TRUSTEE
Phone
(912) 481-4383
Return prepared by
DABBS HICKMAN HILL & CANNON 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1193928
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,555,941
Income (IRS master file)
$529,751

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$352,320$208,051$1,555,941XML
990-PFDecember 2024$247,665$207,382$1,412,739XML
990-PFDecember 2023$44,040$197,338$1,372,456XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 06-1193928).

Questions about OWEN FOUNDATION

What is the EIN of OWEN FOUNDATION?
The employer identification number (EIN) of OWEN FOUNDATION is 06-1193928.
Is OWEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to OWEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OWEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OWEN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OWEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of OWEN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does OWEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $352,320, expenses of $208,051 and total assets of $1,555,941 at year end.

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