Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ALVIN & LUCY OWSLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3402 WICKERSHAM LN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770274134
A Employer identification number

75-6047221
B Telephone number (see instructions)

(713) 208-9884
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,472,483J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 183,014 183,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 926,637
b Gross sales price for all assets on line 6a 6,194,032
7 Capital gain net income (from Part IV, line 2)... 926,637
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 253,357 0  
12 Total. Add lines 1 through 11........ 1,363,008 1,109,651  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,355 7,178   7,177
c Other professional fees (attach schedule).... Click to see attachment 52,279 52,279   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,374 374   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,544 1,544   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,552 61,375   7,177
25 Contributions, gifts, grants paid....... 473,839 473,839
26 Total expenses and disbursements. Add lines 24 and 25 571,391 61,375   481,016
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 791,617
b Net investment income (if negative, enter -0-) 1,048,276
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. -135,434 398,203 398,203
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,468,696 Click to see attachment5,663,084 10,762,429
c Investments—corporate bonds (attach schedule)....... 1,075,541 Click to see attachment312,397 311,460
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 169,678 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,176 Click to see attachment391 Click to see attachment391
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,582,657 6,374,075 11,472,483
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,582,657 6,374,075
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 5,582,657 6,374,075
30 Total liabilities and net assets/fund balances (see instructions). 5,582,657 6,374,075
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,582,657
2
Enter amount from Part I, line 27a .....................
2
791,617
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,374,274
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
199
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,374,075
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PLAINS ALL AMERICAN PIPELINE P    
ENTERPRISE PRODUCTS PARTNERS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 169,918   169,930 -12
b 394,104   175,182 218,922
c 235,741   228,741 7,000
d 2,385,526   2,127,516 258,010
e 1,716,678   1,783,402 -66,724
1,250,757   773,317 477,440
16,727   8,545 8,182
126   567 -441
      -195
24,455     24,455
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -12
b       218,922
c       7,000
d       258,010
e       -66,724
      477,440
      8,182
      -441
      -195
      24,455
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 926,637
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 14,571
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,571
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,571
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,072
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,072
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,501
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,501 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEVEN A OWSLEY TRUSTEE Telephone no.bullet (713) 208-9884

    Located atbullet3402 WICKERSHAMHOUSTONTX ZIP+4bullet77027
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SOPHIA GARRETT TRUSTEE
    0.00     		0 0 0
    9146 LANIGAN STREET
    CHARLOTTE,NC28277
    DAVID T OWSLEY TRUSTEE
    0.00     		0 0 0
    116 E 68TH ST 10C
    NEW YORK,NY70065
    STEVEN A OWSLEY TRUSTEE
    1.00     		0 0 0
    3402 WICKERSHAM
    HOUSTON,TX77027
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,844,224
    b
    Average of monthly cash balances.......................
    1b
    173,059
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,017,283
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,017,283
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    150,259
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,867,024
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    493,351
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    493,351
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,571
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    43,562
    c
    Add lines 2a and 2b............................
    2c
    58,133
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    435,218
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    435,218
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    435,218
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    481,016
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    481,016
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    481,016
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 435,218
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 670,133
    b From 2016...... 34,765
    c From 2017......  
    d From 2018......  
    e From 2019...... 118,644
    fTotal of lines 3a through e........ 823,542
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 481,016
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 435,218
    e Remaining amount distributed out of corpus 45,798
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 869,340
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		670,133
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		199,207
    10 Analysis of line 9:
    a Excess from 2016.... 34,765
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 118,644
    e Excess from 2020.... 45,798
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STEVEN A OWSLEY
    3402 WICKERSHAM
    HOUSTON,TX77027
    (713) 208-9884
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER - NO MORE THAN TWO PAGES AND NO ENCLOSURES
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TEXAS ONLY
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BAYOU BEND COLLECTION & GARDENS
    PO BOX 6826
    HOUSTON,TX77265     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,500
    BO'S PLACE
    10050 BUFFALO SPEEDWAY
    HOUSTON,TX77054     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500
    MECA
    1900 KANE ST
    HOUSTON,TX77007     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000
    CAMP ALLEN
    18800 FM 362
    NAVASOTA,TX77868     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 25,000
    CHARACTER CAMP
    PO BOX 841605
    PEARLAND,TX77584     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500
    CHRIST CHURCH CATHEDRAL
    1117 TEXAS ST
    HOUSTON,TX77002     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 20,550
    CONTEMPORARY ARTS MUSEUM HOUSTON
    5020 MONTROSE BLVD SUITE 210
    HOUSTON,TX77006     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 16,000
    DALLAS MUSEUM OF ART
    1717 NORTH HARWOOD
    DALLAS,TX75201     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 160,000
    FINNIAN'S FOUNDATION FOR ENDANGERED SPECIES
    3402 WICKERSHAM LANE
    HOUSTON,TX77027     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000
    GLENWOOD CEMETARY HISTORIC PRESERVATION FOUNDATION
    2525 WASHINGTON AVE
    HOUSTON,TX77007     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000
    GALVESTON BAY FOUNDATION
    1100 HERCULES AVE 1100
    HOUSTON,TX77058     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000
    GARDEN CLUB OF HOUSTON
    4212 SAN FELIPE ST PMB 486
    HOUSTON,TX77058     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10,000
    HERMANN PARK CONSERVANCY
    1700 HERMANN DR
    HOUSTON,TX77004     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,015
    HOUSTON BALLET
    601 PRESTON ST
    HOUSTON,TX77002     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 24,524
    HOUSTON ARBORETUM & NATURE CENTER
    4501 WOODWAY DR
    HOUSTON,TX77024     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000
    HOUSTON CINEMA ARTS SOCIETY
    4409 MONTROSE BLVD SUITE 150
    HOUSTON,TX77006     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 13,000
    HOUSTON METHODIST HOSPITAL FOUNDATION
    1707 SUNSET BLVD
    HOUSTON,TX77005     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10,000
    HOUSTON PARKS & RECREATION DEPT
    2999 SOUTH WAYSIDE
    HOUSTON,TX77023     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000
    LEUKEMIA & LYMPHOMA SOCIETY
    5433 WESTHEIMER RD 300
    HOUSTON,TX77056     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500
    MUSEUM OF FINE ARTS HOUSTON
    PO BOX 6826
    HOUSTON,TX77265     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,500
    ORANGE SHOW CTR FOR VISIONARY ARTS
    2402 MUNGER ST
    HOUSTON,TX77023     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 4,500
    RIVER OAKS CHAMBER ORCHESTRA
    1934 WEST GRAY SUITE 311
    HOUSTON,TX77019     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 7,500
    ROWDY FOUNDATION
    4141 SOUTHWEST FWY SUITE 255
    HOUSTON,TX77027     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 17,500
    STRAKE JESUIT
    8900 BELLAIRE BLVD
    HOUSTON,TX77036     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,200
    SMALL STEPS NURTURING CENTER
    2902 JENSEN DR
    HOUSTON,TX77026     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,330
    ST JOHN'S SCHOOL
    2401 CLAREMONT LANE
    HOUSTON,TX77019     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 60,000
    STAGES REPERTORY THEATRE
    800 ROSINE ST
    HOUSTON,TX77019     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 66,720
    THE BEACON
    1117 TEXAS ST
    HOUSTON,TX77002     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000
    THE JOHN FAIREY GARDEN CONSERVATION FOUNDATION
    20599 FM 359 ROAD
    HEMPSTEAD,TX77445     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500
    THE MENIL COLLECTION
    1515 BRANARD
    HOUSTON,TX77006     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500
    YOUNG LIFE
    PO BOX 70065
    PRESCOTT,AZ86304     		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500
    Total .................................bullet 3a 473,839
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 183,014  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 211110 253,357      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 926,637  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 253,357 1,109,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,363,008
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 14,355 7,178   7,177

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ENERGY SEL SECT SPDR FD 288,784 283,871
    VANGUARD TTL WRLD STK INVX 23,613 27,589

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 133,108 139,133
    ABBOTT LABORATORIES 104,081 132,702
    ABBVIE INC COM 154,869 185,691
    ADOBE INC 43,310 65,016
    ADVANCED MICRO DEVICES 30,036 136,648
    ALPHABET INC CL A 56,448 140,211
    AMAZON COM INC 35,510 201,930
    AMERICAN EXPRESS CO 117,113 112,809
    AMERICAN TOWER REIT COM 32,678 67,338
    AMGEN INC 50,469 79,322
    APPLE INC 72,954 339,288
    APPLIED MATERIALS INC 61,680 77,584
    AUTOMATIC DATA PROCESSING INC 31,853 56,208
    BALL CORPORATION 2,025 2,795,400
    BANK OF AMERICA CORP 108,058 123,422
    BEST BUY CO 47,011 59,076
    BOEING CO 88,918 93,330
    BRISTOL MYER'S SQUIBB CO 64,140 86,532
    CATERPILLAR INC 64,134 75,356
    CHARLES RIVER LABS INTL INC 42,431 72,210
    CHEVRON CORP 15,701 31,162
    CISCO SYS INC 81,132 86,860
    CME GROUP INC 90,528 85,381
    COCA-COLA COMPANY 3,126 28,133
    COSTCO WHOLESALE CORP NEW 49,627 69,704
    CUMMINS INC 84,415 90,386
    CVS HEALTH CORP COM 78,822 85,170
    DANAHER CORPORATION 24,563 73,973
    DEXCOM INC 45,933 61,374
    EQUINIX INC COM 45,561 62,848
    ESTEE LAUDER CO INC CL A 50,347 72,404
    FACEBOOK INC CL-A 52,718 71,568
    HOME DEPOT INC 46,564 117,138
    HONEYWELL INTERNATIONAL INC 110,094 168,033
    INTEL CORP 4,831 34,475
    INTL BUSINESS MACHINES CORP 76,376 62,562
    JPMORGAN CHASE & CO 81,841 130,882
    L3HARRIS TECHNOLOGIES INC 64,960 65,779
    LAM RESEARCH CORPORATION 45,317 116,651
    LINDE PLC 50,437 65,614
    LULULEMON ATHLETICA INC 49,429 70,998
    MERCK & CO INC NEW COM 47,683 50,798
    MICROSOFT CORP 72,834 275,134
    MORGAN STANLEY 71,507 87,855
    NIKE INC B 67,624 110,347
    NVIDIA CORPORATION 51,996 101,829
    PEPSICO INC NC 34,680 55,613
    PROCTER & GAMBLE 40,354 69,153
    QUALCOMM INC 105,707 180,066
    SOUTHWEST AIRLINES 45,603 76,767
    TARGET CORPORATION 68,820 96,738
    THERMO FISHER SCIENTIFIC 31,305 84,306
    UNION PACIFIC CORP 78,600 93,074
    VISA INC CL A 40,713 131,894
    WALT DISNEY CO HLDG CO 99,613 121,934
    ABB LTD 15,966 16,720
    AIA GROUP LTD 34,184 40,237
    AIR PROD & CHEM INC 15,169 13,934
    ALTRIA GROUP INC 24,550 25,502
    AMERICAN TOWER REIT COM 30,144 27,833
    ANHEUSER BUSCH INBEV SA SPON 13,726 17,128
    ASAHI KAISEI CORP ADR 36,545 42,648
    ASTRAZENECA PLC ADR 64,344 61,038
    BRITISH AMER TOB SPON ADR 61,124 67,332
    BROADCOM INC 77,518 89,321
    CARLSBERG AS 41,642 48,741
    CHINA MERCHANTS BK CO LTD UNSP 16,641 19,421
    CLOROX CO 21,947 20,596
    CMS ENERGY 13,668 12,812
    COMCAST CORP CLASS A 38,241 41,710
    COMPAGNIE FIN RICHEMONTAG ADR 27,573 36,181
    CROWN CASTLE INTL COPR 97,469 92,967
    DANONE SPONSORED ADR 35,038 36,523
    DBS GROUP HOLDINGS LTD 23,799 23,728
    DIGITAL REALTY TRUST INC 35,284 31,390
    DOW INC 15,552 17,427
    EAST WEST BANCORP 26,037 35,751
    ELI LILLY & CO 17,364 20,430
    ENBRIDGE INC 23,784 25,912
    ENEL SOCEITA PER AZIONI ADR 35,959 41,696
    ENN ENERGY HOLDINGS LTD 11,712 15,191
    EQUINIX INC 40,016 34,995
    EQUITRANS MIDSTREAM CORP 23,591 23,051
    EVEREST RE GROUP LTD 12,174 14,279
    GAMING & LEISURE PPTYS INC COM 28,496 32,606
    GLAXOSMITHKLINE PLC ADR 24,985 25,318
    HONEYWELL INTERANTIONAL INC 8,372 10,635
    HONG KONG EXCHANGES & CLEARING 92,763 107,236
    IBERDROLA SA SPON ADR 29,325 32,775
    IMPERIAL BRANDS PLC SPD 11,225 14,083
    INDUSTRIA DE DISENO TEXTIL 37,025 36,331
    JPMORGAN CHASE & CO 20,637 26,176
    KLA CORPORATION 25,302 31,587
    KONINKLIJKE PHIL EL SP ADR NEW 30,825 33,585
    KRAFT HEINZ CO 15,279 17,295
    LAS VEGAS SANDS CORPORATION 13,685 17,880
    LOCKHEED MARTIN CORP 18,913 17,394
    LONGFOR GROUP HOLDINGS LTD ADR 51,964 55,313
    LYONDELLBASELL NV CL-A 10,727 12,557
    MERCK & CO INC NEW COM 24,949 25,767
    MICROSOFT CORP 21,685 22,242
    NATIONAL GRID PLC SPN ADR 36,206 35,123
    NESTLE SPON ADR REP REG SHR 43,706 43,822
    NETAPP INC COM 21,190 29,013
    NORFOLK SOUTHERN CORP 29,415 28,988
    PAYCHEX INC 15,059 16,866
    PEPSICO INC 17,598 18,538
    PHILIP MORRIS INTL 43,868 46,362
    PING AN INSURANCE ADR 22,173 24,966
    PNC FINL SVCS GP 24,049 32,333
    PUBLIC STORAGE 29,114 28,866
    QUAL COMM INC 45,337 53,014
    RAYTHEON TECHNOLOGIES CORP 27,571 32,108
    RECKITT BENCKISER PLC SPNS ADR 15,907 15,348
    RELX PLC SPONSORED ADR 14,305 16,152
    ROCHE HOLDINGS ADR 10,368 10,653
    ROYAL KPN NV SPONS ADR 35,256 38,495
    SAMPO OYJ UNSPON ADR 17,046 17,469
    SANDS CHINA LTD UNSPONSORE ADR 42,054 51,702
    SEMPRA ENERGY 24,618 24,208
    TAIWAN SMCNCTR MFG CO LTD ADR 119,652 147,531
    TC ENERGY CORP 32,143 30,540
    TEXAS INSTRUMENTS 14,816 15,921
    TOKYO ELECTRON LTD UNSPON ADR 16,842 18,062
    TOTAL S A ADR 15,559 19,698
    TRINITY IN 39,500 50,510
    TRUIST FINL CORP 40,232 46,205
    UNILEVER PLC ADS 49,048 47,624
    VICI PROPERTIES INC 48,876 53,168
    ZURICH INSURANCE GRP LTD 24,471 30,061

    TY 2020 OtherAssetsSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    1099 TIMING DIFFERENCE 4,176 391 391


    TY 2020 OtherDecreasesSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Description Amount
    NONDEDUCTIBLE EXPENSES FROM K-1 199


    TY 2020 OtherExpensesSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 320 320   0
    MARGIN INTEREST 1,224 1,224   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODUCTS PARTNERS - ORD INCOME 13,264 0 0
    PLAINS ALL AMERICAN PIPELINE-ORD INCOME 4,425 0 0
    ENTERPRISE PRODUCTS PARTNERS - ORD INCOME 188,672 0 0
    PLAINS ALL AMERICAN PIPELINE-ORD INCOME 46,996 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY FEES 52,279 52,279   0


    TY 2020 TaxesSchedule
    Name:
    ALVIN & LUCY OWSLEY FOUNDATION
    EIN:
    75-6047221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 374 374   0
    EXCISE TAXES 29,000 0   0