Nonprofit · EIN 47-6025298
OWEN FOUNDATION
Tax-exempt · OMAHA, NE 68101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,069,188 | $562,744 | $506,444 | $1,498,466 | $365,000 | $1,133,466 |
| November 30, 2023 | 990-PF | $32,181 | $911,029 | -$878,848 | $1,227,022 | $600,000 | $627,022 |
| November 30, 2021 | 990-PF | $600,827 | $518,139 | $82,688 | $2,604,396 | $1,188,618 | $1,415,778 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $675,000
- Dividends
- $32,967
- Interest
- $826
- Net gain from sales of assets
- $360,160
- Other income
- $235
Expenses
- Grants and similar amounts paid
- $552,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $552,600
- Excise tax on investment income
- $5,338
Balance sheet and other
- Total assets, start of year
- $1,227,022
- Total assets, end of year
- $1,498,466
- Total liabilities, end of year
- $365,000
- Net assets, end of year
- $1,133,466
- Fair market value of assets
- $1,939,486
- Qualifying distributions
- $552,600
- Net investment income
- $394,188
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| TYLER R OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| JAMES PFEFFER 8712 WEST DODGE RD STE 300, OMAHA, NE 68114 | TRUSTEE - SE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| TYLER R OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| JAMES PFEFFER 8712 WEST DODGE RD STE 300, OMAHA, NE 68114 | TRUSTEE - SE | 0.5 | $0 |
990-PF for the year ended November 30, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| TYLER R OWEN 501 AVENUE H, CARTER LAKE, IA 51510 | TRUSTEE - PR | 0.5 | $0 |
| JAMES PFEFFER 8712 WEST DODGE RD STE 300, OMAHA, NE 68114 | TRUSTEE - SE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1085, OMAHA, NE 68101-1085
- Signed the 990-PF
- ROBERT OWEN, DIRECTOR
- Phone
- (712) 347-5500
- Return prepared by
- BLACKMAN & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6025298
- 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
- 1961
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,498,466
- Income (IRS master file)
- $1,704,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,069,188 | $562,744 | $1,498,466 | XML |
| 990-PF | November 2023 | $32,181 | $911,029 | $1,227,022 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | $600,827 | $518,139 | $2,604,396 | XML |
| 990-PF | November 2020 | – | – | – | 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 47-6025298).
Questions about OWEN FOUNDATION
- What is the EIN of OWEN FOUNDATION?
- The employer identification number (EIN) of OWEN FOUNDATION is 47-6025298.
- Is OWEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- 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 2024 (the year ending November 30, 2025) is due April 15, 2026. 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 November 2024.
- Who are the officers and directors of OWEN FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does OWEN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,069,188, expenses of $562,744 and total assets of $1,498,466 at year end.
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