Samuel T Owens Jr Trust 505116

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,434
Expenses
$171,627
Net Income
$1,807
Net Assets
$3,070,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $91,786
52.9%
Sales of Assets $81,648
47.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,074
86.9%
Compensation of Officers* $35,185
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,070,151
Total Liabilities $0
Net Assets $3,070,151
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $35,185 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,778
Expenses
$269,197
Net Income
-$182,419
Net Assets
$3,068,486
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,256
> 100%
Sales of Assets -$478
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $247,528
92.0%
Compensation of Officers* $33,819
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,068,486
Total Liabilities $0
Net Assets $3,068,486
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $33,819 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,380
Expenses
$183,538
Net Income
-$110,158
Net Assets
$3,246,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,590
> 100%
Sales of Assets -$25,884
Other Income $11,674
15.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $163,077
88.9%
Compensation of Officers* $32,692
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,246,510
Total Liabilities $0
Net Assets $3,246,510
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $32,692 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,851
Expenses
$179,885
Net Income
-$102,034
Net Assets
$3,363,203
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $91,760
> 100%
Sales of Assets -$20,956
Other Income $7,047
9.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,779
74.4%
Compensation of Officers* $34,448
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,363,203
Total Liabilities $0
Net Assets $3,363,203
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $34,448 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$929,539
Expenses
$192,417
Net Income
$737,122
Net Assets
$3,473,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,421
8.0%
Sales of Assets $852,870
91.8%
Other Income $2,248
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,553
93.8%
Compensation of Officers* $16,383
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,473,041
Total Liabilities $0
Net Assets $3,473,041
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $16,383 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,703
Expenses
$165,199
Net Income
-$74,496
Net Assets
$2,735,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,520
67.8%
Sales of Assets $29,183
32.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,960
92.0%
Compensation of Officers* $12,400
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,735,615
Total Liabilities $1
Net Assets $2,735,614
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $12,400 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$194,333
Expenses
$18,685
Net Income
$175,648
Net Assets
$2,810,065
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $66,264
34.1%
Sales of Assets $128,069
65.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,720
25.3%
Compensation of Officers* $11,787
63.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,810,065
Total Liabilities $0
Net Assets $2,810,065

Document Links

Fiscal Year Ending Sept.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,772
Expenses
$16,119
Net Income
$113,653
Net Assets
$2,878,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,052
50.1%
Sales of Assets $64,720
49.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,292
32.8%
Compensation of Officers* $13,230
82.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,878,199
Total Liabilities $0
Net Assets $2,878,199

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,402
Expenses
$167,812
Net Income
$29,590
Net Assets
$2,764,464
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,181
30.0%
Sales of Assets $138,221
70.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,118
92.4%
Compensation of Officers* $12,796
7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,764,464
Total Liabilities $0
Net Assets $2,764,464

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$208,676
Expenses
$164,091
Net Income
$44,585
Net Assets
$2,735,653
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,606
27.1%
Sales of Assets $137,196
65.7%
Other Income $14,874
7.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,883
94.4%
Compensation of Officers* $12,192
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,735,653
Total Liabilities $0
Net Assets $2,735,653

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,348
Expenses
$158,108
Net Income
-$105,760
Net Assets
$2,691,068
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,036
87.9%
Sales of Assets $6,312
12.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,527
93.9%
Compensation of Officers* $11,316
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,691,068
Total Liabilities $0
Net Assets $2,691,068

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,504
Expenses
$165,566
Net Income
-$155,062
Net Assets
$2,784,771
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,803
> 100%
Sales of Assets $0
Other Income -$2,635
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,636
89.8%
Compensation of Officers* $11,591
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,784,771
Total Liabilities $0
Net Assets $2,784,771

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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