Slick Family Foundation

Bermuda Run, NC
Tax-exempt since April 1997
EIN: 31-1500854

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.75M (2024)

Expenses

$1.27M (2024)

Total Assets

$12.2M (2024)

Total Liabilities

$5.75k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$1,753,837

Expenses

$1,271,514

Net Income

$482,323

Net Assets

$12,228,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$767,450	43.8%
Interest Revenue	$0
Dividends	$332,912	19.0%
Sales of Assets	$577,410	32.9%
Other Income	$50,865	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$870,215	68.4%
Compensation of Officers*	$219,534	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,234,656
Total Liabilities	$5,745
Net Assets	$12,228,911

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$143,674	$8,595
Michelle P Cowell (Vice President/Director)	$75,528	$4,864
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Director)	$0	$0

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990-PF

Filed on Sept. 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$1,078,551

Expenses

$1,320,883

Net Income

-$242,332

Net Assets

$12,454,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$277,692	25.7%
Interest Revenue	$0
Dividends	$273,044	25.3%
Sales of Assets	$448,744	41.6%
Other Income	$55,971	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$930,391	70.4%
Compensation of Officers*	$213,692	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,456,994
Total Liabilities	$2,149
Net Assets	$12,454,845

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$139,849	$8,365
Michelle P Cowell (Vice President/Director)	$73,660	$4,411
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Director)	$0	$0

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990-PF

Filed on Dec. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$67,908

Expenses

$1,061,550

Net Income

-$993,642

Net Assets

$12,740,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$471,024	> 100%
Sales of Assets	-$468,001
Other Income	$37,585	55.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$676,777	63.8%
Compensation of Officers*	$213,162	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,743,115
Total Liabilities	$2,149
Net Assets	$12,740,966

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$139,502	$8,344
Michelle P Cowell (Vice President/Director)	$73,660	$4,400
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Jan. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2021

Revenue

$3,500,173

Expenses

$873,596

Net Income

$2,626,577

Net Assets

$13,637,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,378,935	39.4%
Interest Revenue	$0
Dividends	$387,387	11.1%
Sales of Assets	$1,687,688	48.2%
Other Income	$23,063	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,954	51.4%
Compensation of Officers*	$213,162	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,639,885
Total Liabilities	$2,149
Net Assets	$13,637,736

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$139,502	$8,344
Michelle P Cowell (Vice President/Director)	$73,660	$4,400
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,391,888

Expenses

$1,378,906

Net Income

$12,982

Net Assets

$12,048,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$497,992	35.8%
Interest Revenue	$0
Dividends	$212,124	15.2%
Sales of Assets	$633,078	45.5%
Other Income	$25,594	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$997,418	72.3%
Compensation of Officers*	$207,490	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,048,605
Total Liabilities	$49
Net Assets	$12,048,556

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,788	$12,166
Michelle P Cowell (Vice President/Director)	$71,702	$6,424
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$725,788

Expenses

$876,526

Net Income

-$150,738

Net Assets

$12,405,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$316,559	43.6%
Sales of Assets	$346,526	47.7%
Other Income	$40,503	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,979	54.1%
Compensation of Officers*	$206,948	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,405,060
Total Liabilities	$1
Net Assets	$12,405,059

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,424	$9,450
Michelle P Cowell (Vice President/Director)	$71,524	$5,088
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$547,005

Expenses

$675,252

Net Income

-$128,247

Net Assets

$12,555,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$344,060	62.9%
Sales of Assets	$125,641	23.0%
Other Income	$40,504	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,766	46.2%
Compensation of Officers*	$206,212	30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,555,970
Total Liabilities	$172
Net Assets	$12,555,798

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,020	$10,522
Michelle P Cowell (Vice President/Director)	$71,192	$5,666
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$358,910

Expenses

$1,130,717

Net Income

-$771,807

Net Assets

$12,684,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$313,123	87.2%
Sales of Assets	-$57,539
Other Income	$65,126	18.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$778,854	68.9%
Compensation of Officers*	$206,212	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,686,997
Total Liabilities	$2,952
Net Assets	$12,684,045

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,020	$8,034
Michelle P Cowell (Vice President/Director)	$71,192	$4,236
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$831,017

Expenses

$1,409,761

Net Income

-$578,744

Net Assets

$13,455,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$274,015	33.0%
Sales of Assets	$515,161	62.0%
Other Income	$8,701	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,115,038	79.1%
Compensation of Officers*	$206,212	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,457,462
Total Liabilities	$1,610
Net Assets	$13,455,852

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,020	$8,101
Michelle P Cowell (Vice President/Director)	$71,192	$4,271
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$95,103

Expenses

$1,362,935

Net Income

-$1,267,832

Net Assets

$14,034,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$390,171	> 100%
Sales of Assets	-$344,519
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$877,782	64.4%
Compensation of Officers*	$206,212	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,034,596
Total Liabilities	$0
Net Assets	$14,034,596

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$135,020	$810
Michelle P Cowell (Vice President/Director)	$71,192	$427
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Aug. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$4,221,429

Expenses

$1,249,464

Net Income

$2,971,965

Net Assets

$15,302,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$465,330	11.0%
Sales of Assets	$3,705,065	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$733,508	58.7%
Compensation of Officers*	$183,397	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,302,428
Total Liabilities	$0
Net Assets	$15,302,428

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$126,272	$758
Michelle P Cowell (Vice President/Director)	$57,125	$113
Phyllis S Cowell (President/Director)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Directo)	$0	$0

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990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,046,324

Expenses

$972,511

Net Income

$73,813

Net Assets

$12,330,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$431,409	41.2%
Sales of Assets	$556,670	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$655,450	67.4%
Compensation of Officers*	$152,361	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,330,463
Total Liabilities	$0
Net Assets	$12,330,463

Compensation

Key Employees and Officers	Compensation	Other
Lynn C Ives (Vice President/Director)	$105,435	$690
John F Cowell (Vice President/Director)	$25,596	$0
Michelle P Cowell (Vice President/Director)	$21,330	$0
Phyllis S Cowell (President/Director)	$0	$0
R Elaine Addison (Investment Manager/Directo)	$0	$0
Dana W Howard (Secretary/Treasurer)	$0	$0
Steven L Wallen (Investment Manager/Director)	$0	$0

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990-PF

Filed on Aug. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$750,863

Expenses

$1,339,528

Net Income

-$588,665

Net Assets

$12,259,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$452,065	60.2%
Sales of Assets	$246,763	32.9%
Other Income	-$2,007

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$956,983	71.4%
Compensation of Officers*	$168,453	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	$12,259,876
Total Liabilities	$1
Net Assets	$12,259,875

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,168,446

Expenses

$1,921,891

Net Income

$1,246,555

Net Assets

$12,848,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,695,096	85.1%
Interest Revenue	$0
Dividends	$417,569	13.2%
Sales of Assets	$12,086	0.4%
Other Income	-$6,246

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,452,639	75.6%
Compensation of Officers*	$142,992	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	$12,848,541
Total Liabilities	$1
Net Assets	$12,848,540

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Slick Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.75M (2024)

Expenses $1.27M (2024)

Total Assets $12.2M (2024)

Total Liabilities $5.75k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.75M (2024)

Expenses

$1.27M (2024)

Total Assets

$12.2M (2024)

Total Liabilities

$5.75k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001