The Owens Family Foundation

Norwell, MA
Tax-exempt since Jan. 2001
EIN: 31-6652818

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.23M (2024)

Expenses

$2.48M (2024)

Total Assets

$36.2M (2024)

Total Liabilities

$0 (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

$4,230,459

Expenses

$2,480,086

Net Income

$1,750,373

Net Assets

$36,213,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$777,400	18.4%
Interest Revenue	$10,021	0.2%
Dividends	$1,796,433	42.5%
Sales of Assets	$1,646,230	38.9%
Other Income	$375	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,443,000	98.5%
Compensation of Officers*	$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	$36,213,881
Total Liabilities	$0
Net Assets	$36,213,881

Compensation

Key Employees and Officers	Compensation	Other
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0
Kevin A Bullock (Trustee)	$0	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$3,268,884

Expenses

$2,447,448

Net Income

$821,436

Net Assets

$35,173,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100,000	33.7%
Interest Revenue	$0
Dividends	$1,723,655	52.7%
Sales of Assets	$445,229	13.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,429,700	99.3%
Compensation of Officers*	$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	$35,173,409
Total Liabilities	$0
Net Assets	$35,173,409

Compensation

Key Employees and Officers	Compensation	Other
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0
Kevin A Bullock (Trustee)	$0	$0

990-PF

Filed on May 6, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,993,711

Expenses

$2,281,614

Net Income

-$287,903

Net Assets

$34,351,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$176,526	8.9%
Interest Revenue	$0
Dividends	$662,142	33.2%
Sales of Assets	$1,155,043	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,221,540	97.4%
Compensation of Officers*	$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	$34,351,973
Total Liabilities	$0
Net Assets	$34,351,973

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$2,530,764

Expenses

$2,199,016

Net Income

$331,748

Net Assets

$34,639,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$343,428	13.6%
Interest Revenue	$0
Dividends	$73,886	2.9%
Sales of Assets	$2,113,450	83.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,187,600	99.5%
Compensation of Officers*	$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	$34,639,876
Total Liabilities	$0
Net Assets	$34,639,876

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on June 1, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,286,931

Expenses

$2,129,413

Net Income

-$842,482

Net Assets

$34,308,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$566,696	44.0%
Interest Revenue	$0
Dividends	$260,611	20.3%
Sales of Assets	$459,624	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,117,290	99.4%
Compensation of Officers*	$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	$34,308,128
Total Liabilities	$1
Net Assets	$34,308,127

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on May 13, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,808,227

Expenses

$2,098,312

Net Income

-$290,085

Net Assets

$35,150,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$692,209	38.3%
Interest Revenue	$0
Dividends	$806,420	44.6%
Sales of Assets	$309,598	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,096,722	99.9%
Compensation of Officers*	$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	$35,150,610
Total Liabilities	$1
Net Assets	$35,150,609

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on May 14, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$1,739,503

Expenses

$1,784,590

Net Income

-$45,087

Net Assets

$35,440,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$632,801	36.4%
Interest Revenue	$0
Dividends	$668,292	38.4%
Sales of Assets	$438,410	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,763,045	98.8%
Compensation of Officers*	$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	$35,440,695
Total Liabilities	$0
Net Assets	$35,440,695

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$3,635,370

Expenses

$1,844,590

Net Income

$1,790,780

Net Assets

$35,485,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$781,100	21.5%
Interest Revenue	$0
Dividends	$352,577	9.7%
Sales of Assets	$2,501,693	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,793,045	97.2%
Compensation of Officers*	$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	$35,485,782
Total Liabilities	$0
Net Assets	$35,485,782

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on June 14, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$1,504,702

Expenses

$1,839,070

Net Income

-$334,368

Net Assets

$33,695,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$975,082	64.8%
Interest Revenue	$0
Dividends	$169,605	11.3%
Sales of Assets	$360,015	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,771,917	96.3%
Compensation of Officers*	$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	$33,695,002
Total Liabilities	$0
Net Assets	$33,695,002

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (T Rustee)	$0	$0

990-PF

Filed on Oct. 16, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$8,523,359

Expenses

$1,595,028

Net Income

$6,928,331

Net Assets

$34,029,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,891,679	33.9%
Interest Revenue	$0
Dividends	$56,060	0.7%
Sales of Assets	$5,575,620	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,475,500	92.5%
Compensation of Officers*	$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	$34,029,370
Total Liabilities	$0
Net Assets	$34,029,370

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0
John E Owens (Trustee)	$0	$0

990-PF

Filed on Aug. 3, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$3,573,074

Expenses

$1,477,006

Net Income

$2,096,068

Net Assets

$27,101,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$146,743	4.1%
Interest Revenue	$0
Dividends	$41,226	1.2%
Sales of Assets	$3,385,105	94.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,450,500	98.2%
Compensation of Officers*	$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	$27,101,039
Total Liabilities	$0
Net Assets	$27,101,039

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$3,603,378

Expenses

$1,076,000

Net Income

$2,527,378

Net Assets

$25,004,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,726,028	75.7%
Interest Revenue	$0
Dividends	$37,526	1.0%
Sales of Assets	$839,824	23.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,076,000	100%
Compensation of Officers*	$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	$25,004,971
Total Liabilities	$0
Net Assets	$25,004,971

Compensation

Key Employees and Officers	Compensation	Other
Edward P Owens (Trustee)	$0	$0
Linda B Owens (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$14,510,671

Expenses

$967,914

Net Income

$13,542,757

Net Assets

$22,477,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,470,727	99.7%
Interest Revenue	$0
Dividends	$39,944	0.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950,250	98.2%
Compensation of Officers*	$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	$22,477,593
Total Liabilities	$0
Net Assets	$22,477,593

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,573,736

Expenses

$950,250

Net Income

$623,486

Net Assets

$8,934,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$613,772	39.0%
Interest Revenue	$0
Dividends	$52,363	3.3%
Sales of Assets	$907,601	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950,250	100%
Compensation of Officers*	$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	$8,934,836
Total Liabilities	$0
Net Assets	$8,934,836

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

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Updated September 25, 2025

The Owens Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.23M (2024)

Expenses $2.48M (2024)

Total Assets $36.2M (2024)

Total Liabilities $0 (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

$4.23M (2024)

Expenses

$2.48M (2024)

Total Assets

$36.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2013

Fiscal Year Ending Dec.
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