B B Owen Trust
B B Owen Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $2.2M.
B B Owen Trust at a glance
In short: B B Owen Trust gave $2.2M across 1 grant in 2024 (avg $2.2M), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,179,500
- +102.7% vs 2023
- Grants made (2024)
- 1
- -94.7% vs 2023
- Average grant
- $2,179,500
- +3752.1% vs 2023
- Median grant
- $2,179,500
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who B B Owen Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Texas Scottish Rite Hospital for Children ($2.2M).
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 38 grants of 63 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How B B Owen Trust gives
- Giving grew 193% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $563K (2022) to $2.2M (2024). In 2024 it made 1 grant totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Texas Scottish Rite Hospital for Children Dallas, TX | Operations | $2,179,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $38,382 | $2,279,771 | $2,179,500 | 1 | $2,215,260 | — | $25,124 |
| 2023 | $4,169,986 | $407,578 | $1,169,542 | $1,075,000 | 19 | $1,100,000 | $338,036 | $486,200 |
| 2022 | $4,940,020 | $269,276 | $646,708 | $562,500 | 19 | $612,500 | $235,068 | $514,386 |
| 2021 | $5,311,151 | $272,249 | $838,237 | $745,000 | 24 | — | $241,012 | $502,678 |
Under IRS private-foundation payout rules, B B Owen Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
B B Owen Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Monty Jackson
Trustee As Needed
On filings since 2021
0.5 hrs/week
$50K (2021) → $54K (2024)
Wendell W. Judd See Statement
Trustee As Needed
On filings since 2021
0.5 hrs/week
$33K (2021) → $36K (2024)
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $54K, to Monty Jackson (Trustee as Needed). 2 officers or directors reported compensation on that filing.
Frequently asked questions about B B Owen Trust
How much does B B Owen Trust give each year?
B B Owen Trust gave $2.2M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 19 grants.
What is B B Owen Trust?
B B Owen Trust is a private foundation focused on Education, based in Dallas, TX.
Where does B B Owen Trust operate?
B B Owen Trust has awarded grants in Texas.
How much is B B Owen Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, B B Owen Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is B B Owen Trust's EIN?
B B Owen Trust's EIN (Employer Identification Number) is 75-1385809. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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