Nonprofit · EIN 58-6333363
WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697
Also known as JONES DAVID G TTEE
Tax-exempt · HIGHLANDS, NC 28741
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $631,110 | $266,319 | $364,791 | $3,167,295 | $0 | $3,167,295 |
| December 31, 2024 | 990-PF | $205,982 | $249,942 | -$43,960 | $2,801,957 | $0 | $2,801,957 |
| December 31, 2023 | 990-PF | $159,695 | $225,747 | -$66,052 | $2,846,504 | $0 | $2,846,504 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $95,978
- Net gain from sales of assets
- $535,132
Expenses
- Grants and similar amounts paid
- $220,380
- Compensation of officers, directors and key employees
- $20,000
- Disbursements for charitable purposes
- $220,380
- Excise tax on investment income
- $8,495
Balance sheet and other
- Total assets, start of year
- $2,801,957
- Total assets, end of year
- $3,167,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,167,295
- Fair market value of assets
- $4,998,677
- Qualifying distributions
- $220,380
- Net investment income
- $631,110
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID JONES 1420 WHITESIDE MOUNTAIN ROAD, HIGHLANDS, NC 28741 | TRUSTEE | 0 | $20,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID JONES 1420 WHITESIDE MOUNTAIN ROAD, HIGHLANDS, NC 28741 | TRUSTEE | 0 | $15,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID JONES 2166 BASQUE DRIVE SE, SMYRNA, GA 30080 | TRUSTEE | 0 | $15,000 |
Address and contacts
- Address (IRS master file)
- 1420 WHITESIDE MOUNTAIN RD, HIGHLANDS, NC 28741-7369
- Signed the 990-PF
- DAVID JONES, TRUSTEE
- Return prepared by
- RESJ 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6333363
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,167,295
- Income (IRS master file)
- $1,028,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $631,110 | $266,319 | $3,167,295 | XML |
| 990-PF | December 2024 | $205,982 | $249,942 | $2,801,957 | XML |
| 990-PF | December 2023 | $159,695 | $225,747 | $2,846,504 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 58-6333363).
Questions about WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697
- What is the EIN of WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697?
- The employer identification number (EIN) of WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 is 58-6333363.
- Is WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 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 WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 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 WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,000 (DAVID JONES, TRUSTEE).
- How much revenue does WILLIAM D & LOUISE H OWENS CHARITABLE TR DATED 011697 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $631,110, expenses of $266,319 and total assets of $3,167,295 at year end.
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