Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,164,148J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 199,259 199,259  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 682,138
b Gross sales price for all assets on line 6a 4,434,542
7 Capital gain net income (from Part IV, line 2)... 682,138
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
List of Attached Documents:
// Content
1,837 1,837  
12 Total. Add lines 1 through 11........ 883,234 883,234  
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
List of Attached Documents:
// Content
15,225 7,613   7,612
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
106,102 106,102   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,021 5,521   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
List of Attached Documents:
// Content
60 60   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,408 119,296   7,612
25 Contributions, gifts, grants paid....... 580,900 580,900
26 Total expenses and disbursements. Add lines 24 and 25 715,308 119,296   588,512
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 167,926
b Net investment income (if negative, enter -0-) 763,938
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 135,738 291,230 291,230
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 6,379,730 Click to see attachment
List of Attached Documents:
// Content
6,333,029 		11,872,918
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,515,468 6,624,259 12,164,148
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,515,468 6,624,259
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)..... 6,515,468 6,624,259
30 Total liabilities and net assets/fund balances (see instructions). 6,515,468 6,624,259
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
6,515,468
2
Enter amount from Part I, line 27a .....................
2
167,926
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,683,394
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
59,135
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,624,259
Form 990-PF (2024)
Form 990-PF (2024)
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 AVAILABLE UPON REQUEST      
b AVAILABLE UPON REQUEST      
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 2,164,561   2,265,455 -100,894
b 2,269,878   1,486,949 782,929
c 103     103
d
e
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       -100,894
b       782,929
c       103
d
e
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 2 682,138
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
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 right arrow 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) 1 10,619
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,619
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 10,619
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,058
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,558
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,939
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,939 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowSTEVEN A OWSLEY TRUSTEE Telephone no.right arrow (713) 208-9884

Located atright arrow3402 WICKERSHAMHOUSTONTX ZIP+4right arrow77027
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
0.10 		0 0 0
9146 LANIGAN STREET
CHARLOTTE,NC28277
DAVID T OWSLEY TRUSTEE
0.10 		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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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
MORGAN STANLEY INVESTMENT 106,102
1 NEW YORK PLAZA 40TH FLOOR
NEW YORK,NY10004
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
11,866,365
b
Average of monthly cash balances.......................
1b
234,886
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,101,251
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
12,101,251
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
181,519
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,919,732
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
595,987
Part X
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 IX, line 6..................
1
595,987
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,619
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,619
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
585,368
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
585,368
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 XII, line 1 ...
7
585,368
Part XI
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
588,512
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
588,512
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 585,368
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 58,176
b From 2020...... 45,798
c From 2021......  
d From 2022......  
e From 2023...... 90,134
f Total of lines 3a through e ........ 194,108
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 588,512
a Applied to 2023, 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 2024 distributable amount..... 585,368
e Remaining amount distributed out of corpus 3,144
5 Excess distributions carryover applied to 2024. 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 5 197,252
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		58,176
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		139,076
10 Analysis of line 9:
a Excess from 2020.... 45,798
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 90,134
e Excess from 2024.... 3,144
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

ALZHEIMER'S ASSOCIATION

6055 S LOOP E
HOUSTON,TX77087 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250

ASIA SOCIETY TEXAS

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500

BUFFALO BAYOU PARTNERSHIP

1019 COMMERCE ST 200
HOUSTON,TX77002 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10,000

CAMP ALLEN

18800 FM 362
NAVASOTA,TX77868 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

CENTER FOR HOUSTON'S FUTURE

701 AVENIDA DE LAS AMERICAS 900
HOUSTON,TX77010 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250

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. 21,650

COMMUNITIES IN SCHOOLS OF HOUSTON

1111 N LOOP W FWY SUITE 300
HOUSTON,TX77008 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,500

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. 75,000

CRIME STOPPERS OF HOUSTON

3001 MAIN ST
HOUSTON,TX77002 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

EDDIE BURKE SR MEMORIAL INVITATIONAL

5858 WESTHEIMER 712
HOUSTON,TX77057 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,500

EHOP

19 WALCOTT ST
HOPKINTON,MA01748 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250

EVERY MOTHER COUNTS

333 HUDSON ST 1006
NEW YORK,NY10013 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250

FRIENDS OF RIVER OAKS THEATRE

301 WELCH
HOUSTON,TX77006 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 11,000

GALVESTON BAY FOUNDATION

1725 HIGHWAY 146
KEMAH,TX77565 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

GARDEN CLUB OF HOUSTON

4212 SAN FELIPE ST PMB 486
HOUSTON,TX770272902 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

GEORGETOWN UNIVERSITY

BOX 571253
WASHINGTON,DC20057 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 40,000

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. 10,000

HOLLY HALL RETIREMENT COMMUNITY

2000 HOLLY HALL ST
HOUSTON,TX77054 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500

HOUSTON AREA PARKINSON'S SOCIETY

2700 SW FWY SUITE 300
HOUSTON,TX77098 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3,000

HOUSTON BALLET

601 PRESTON ST
HOUSTON,TX77002 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 99,890

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. 26,000

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3,000

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 MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000

KIWANIS FOUNDATION OF HOUSTON

311 CAPLIN ST
HOUSTON,TX77022 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000

LIFE HOUSTON

2002 SOUTH WAYSIDE DRIVE
HOUSTON,TX77023 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,500

LELAND TOWNSHIP PUBLIC LIBRARY

203 E CEDAR ST PO BOX 736
LELAND,MI49654 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 12,500

LONE STAR FLIGHT MUSEUM

11551 AEROSPACE AVE
HOUSTON,TX77034 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

MD ANDERSON

PO BOX 4464
HOUSTON,TX77210 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10,150

MUSEUM OF FINE ARTS HOUSTON

PO BOX 6826
HOUSTON,TX772656826 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3,333

ORANGE SHOW CTR FOR VISIONARY ARTS

PO BOX 230309
HOUSTON,TX77223 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 9,000

PEPPERDINE UNIVERSITY

24255 PACIFIC COAST HWY
MALIBU,CA90263 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 17,500

RIENZI GARDEN ENDOWMENT

PO BOX 6826
HOUSTON,TX772656826 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 7,500

RIVER OAKS CHAMBER ORCHESTRA

3104 EDLOE ST 350
HOUSTON,TX77027 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

ROWDY

4141 SOUTHWEST FWY SUITE 255
HOUSTON,TX77027 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5,000

SPCA

7007 OLD KATY RD
HOUSTON,TX77024 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000

ST ANNE'S CATHOLIC CHURCH

2140 WESTHEIMER RD
HOUSTON,TX77098 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250

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. 60,500

STAGES

800 ROSINE ST
HOUSTON,TX77019 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 87,627

SUFFIELD ACADEMY

185 NORTH MAIN ST
SUFFIELD,CT06078 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500

TEXAS CULTURAL TRUST

901 S MOPAC EXPWY BARTON OAKS PLAZA
II 410
AUSTIN,TX78746 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 9,000

THE BEACON

1117 TEXAS ST
HOUSTON,TX77002 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500

THE JOHN FAIREY GARDEN CONSERVATION FDN

20599 FM 359 ROAD
HEMPSTEAD,TX77445 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2,500

THE MENIL COLLECTION

1515 BRANARD
HOUSTON,TX77006 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000

WILD & FREE FOUNDATION

502 WEST MANOR DR
PITTSBURGH,PA15238 		  501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1,000
Total .................................right arrow 3a 580,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ....     14 199,259  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 682,138  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION PAYMENT 		    18 1,837  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 883,234 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
883,234
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 15,225 7,613   7,612

TY 2024 AllOthProgRltdInvestmentsSch
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 22,103 25,436
ABBVIE INC COM 21,162 21,679
ACCENTURE PLC IRELAND CL A 30,987 36,234
AIA GROUP LTD 16,535 19,975
AIRBUS SE UNSPONSORED ADR 31,773 37,384
ASTRAZENECA PLC ADR 20,025 24,898
BAE SYS PLC SPON ADR 12,964 17,874
BP PLC ADS 2,632 2,572
BRISTOL MYERS SQUIBB CO 18,135 23,868
BRITISH AMER TOB SPON ADR 21,492 27,313
BROADCOM INC 27,746 124,266
BROADRIDGE FIN SOLU LLC 33,210 46,558
CARRIER GLOBAL CORPORATION 25,620 30,725
CENTERPOINT ENERGY INC 48,465 55,305
CME GROUP INC 21,124 27,403
DANONE SPONSORED ADR 22,318 25,712
DBS GROUP HOLDINGS LTD 17,161 31,724
EAST WEST BANCORP 8,168 21,179
EDISON INTERNATIONAL 15,952 22,303
ELI LILLY & CO 4,899 26,354
ENGIE SPONS ADR 27,854 35,520
FEDEX CORP 41,729 43,606
FLUITSU LTD ADR NEW 19,092 20,841
GALAXY ENTMT GROUP LTD ADR 16,042 15,442
GENERAL MILLS INC 14,041 14,922
HITACHI 10 COM NEW ADR 17,866 38,645
HONG KONG EXCHANGES & CLEARING 10,733 14,080
IBERDROLA SA SPON ADR 35,275 41,638
IMPERIAL BRANDS PLC SPD ADR 23,632 35,121
INDUSTRIA DE DISENO TEXTIL 22,422 46,627
ISHARES MSCI ACWI ETF 306,552 295,627
ITOCHU CORP ADR 22,006 24,877
JPMORGAN CHASE & CO 13,785 32,985
KASPI KZ JSC ADR 9,277 9,566
KB FINANCIAL GRP INC SONS ADR 10,903 15,818
KERING S A ADR NEW 12,102 11,941
KLA CORPORATION 10,424 31,672
KONINKLIJKE KPN NV ADR 21,880 28,142
LONDON STK EXCHANGE GROUP DR 22,279 26,570
LVMH MOET HENNESSY LOUIS VUITT 25,307 25,138
MERCK & CO INC NEW COM 16,594 21,886
MORGAN STANLEY 32,109 49,157
NORFOLK SOUTHERN CORP 17,721 19,125
NORTHROP GRUMMAN CP(HLDG CO) 28,474 30,113
PAYCHEX INC 22,996 33,087
PHILIP MORRIS INTL 47,882 69,322
RELX PLC SPONSORED ADR 16,224 32,977
RTX CORPORATION 30,086 55,719
RYANAIR HLDGS PLC ADR 23,771 22,928
SAP AG 38,072 61,060
SCHLUMBERGER LTD 10,425 14,378
SINGAPORE TELECOM LTD ADR NEW 19,894 23,345
SPDR BLOOMBERG 1-3 MONTH T-B 49,106 49,098
STARBUCKS CORP WASHINGTON 21,748 23,908
TAIWAN SMCNCTR MFG CO LTD ADR 36,652 99,930
TC ENERGY CORP 16,224 23,498
T-MOBILE US INC 19,811 19,181
TOKYO ELECTRON LTD UNSPON ADR 7,546 7,464
TOTALENERGIES SE SPONSORED ADS 10,161 16,728
TRACTOR SUPPLY CO 16,442 18,640
TRINITY IND 12,666 22,464
TRUIST FINL CORP 13,266 18,050
UL SOLUTIONS INC CLASS A 28,689 32,322
UNICREDIT SPA-ADR 11,897 17,612
UNITEDHEALTH GP INC 33,843 42,624
VICI PROPERTIES INC 38,398 49,590
WEBSTER FINCL CORP 18,383 19,769
WELLTOWER INC 26,652 35,162
WPP PLC SPON NEW ADR 15,799 17,579
YUM BRANDS INC 16,940 18,052
ZURICH INSURANCE GRP LTD 12,170 21,053
BALL CORPORATION 2,025 1,653,900
ABBVIE INC COM 39,529 68,948
ADVANCED MICRO DEVICES 52,067 88,418
ALPHABET INC CL A 246,092 406,238
AMAZON COM INC 145,950 352,560
AMERICAN EXPRESS CO 45,025 106,251
AMGEN INC 38,163 56,559
APPLE INC 261,768 704,181
ARISTA NETWORKS INC 32,794 119,372
BERKSHIRE HATHAWAY CL B 80,360 119,666
BROADCOM INC 51,597 190,804
BROOKFIELD ASSET MANAGMT LTD 36,369 49,584
CARMAX INC 126,377 153,136
CATERPILLAR INC 52,782 89,239
CHEVRON CORP 152,846 239,855
CHUBB LTD 118,754 153,347
COSTCO WHOLESALE CORP NEW 55,845 105,371
CUMMINS INC 49,086 76,343
DANAHER CORPORATION 51,291 64,963
ELI LILLY & CO 63,070 148,224
EXXON MOBIL CORP 296,000 295,495
FISERV INC COM 53,827 104,764
HILTON WORLDWIDE HLDGS INC 71,047 85,517
HOME DEPOT INC 27,696 85,967
HONEYWELL INTERNATIONAL INC 70,474 92,841
ICON PLC 74,239 50,330
INTUITIVE SURGICAL INC 74,018 101,260
JPMORGAN CHASE & CO 78,636 163,722
LAM RESEARCH CORPORATION 164,083 306,255
LINDE PLC 100,001 144,860
LOCKHEED MARTIN CORP 104,734 108,851
MASTERCARD INC CL A 52,590 78,459
MERCK & CO INC NEW COM 107,501 111,716
META PLATFORMS INC CL A 68,250 206,685
MICROSOFT CORP 162,895 494,841
MORGAN STANLEY 121,493 194,992
NETFLIX INC 70,399 101,610
NORTHROP GRUMMAN CP(HLDG CO) 72,498 71,332
NVIDIA CORPORATION 81,232 553,006
PARKER HANNIFIN CORP 78,714 113,849
PEPSICO INC NC 108,280 93,213
PHILLIPS 66 COM 83,142 67,788
PROCTER & GAMBLE 75,570 120,876
PROGRESSIVE CORP OHIO 80,096 79,551
ROPER TECHNOLOGIES INC 36,292 35,350
STRYKER CORP 72,119 77,051
THERMO FISHER SCIENTIFIC 52,487 78,035
TJX COS INC NEW 50,769 83,117
TRANE TECHNOLOGIES PLC 72,282 89,013
UNION PACIFIC CORP 64,661 83,235
UNITEDHEALTH GP INC 135,750 132,535
VISA INC CL A 53,151 76,482

TY 2024 OtherDecreasesSchedule
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Description Amount
PRIOR PERIOD ADJUSTMENT 59,135


TY 2024 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 60 60   0


TY 2024 OtherIncomeSchedule2
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION PAYMENT 1,837 1,837 1,837


TY 2024 OtherProfessionalFeesSchedule
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MORGAN STANLEY FEES 106,102 106,102   0


TY 2024 TaxesSchedule
Name:
ALVIN & LUCY OWSLEY FOUNDATION
EIN:
75-6047221
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 5,521 5,521   0
EXCISE TAXES 7,500 0   0