Inez K Owen Charitable Trust 10374100

Private foundation · Grantmaker Kansas City, MO EIN: 48-6293124

Inez K Owen Charitable Trust 10374100 is a private foundation, based in Kansas City, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $70K. Net investment income was $175K.

Key facts about Inez K Owen Charitable Trust 10374100

In short: Inez K Owen Charitable Trust 10374100 gave $70K across 1 grant in 2025 (avg $70K), mostly in Kansas. Source: 2025 IRS Form 990-PF.

EIN
48-6293124
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$70,232
Grants made (2025)
1
Average grant
$70,232
Median grant
$70,232
Total assets
$1,408,639
Primary geography
Kansas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+6.7% YoY

Annual Giving

$70K

+9.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$70K

+9.7% YoY

Under IRS private-foundation payout rules, Inez K Owen Charitable Trust 10374100 reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.

How Inez K Owen Charitable Trust 10374100 gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Emporia

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $59K (2020) to $72K (2022). In 2025 it made 1 grant totaling $70K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Emporia State University Foundation: $70KEmporia State UniversityFoundation$70K

The largest 2025 recipient was Emporia State University Foundation ($70K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emporia State University Foundation Emporia, KSScholarship Support$70,232

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,408,639$1,320,023$1,263,930
Revenue$187,013$142,798$20,401
Expenses$98,149$86,812$91,433
Qualifying Distributions$82,797$75,676$80,849
Net Investment Income$175,019$130,878$18,588
Distributable Amount$89,597$81,912$74,620

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Inez K Owen Charitable Trust 10374100's only listed officer is UMB Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • UMB Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $19K (2020) → $23K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Umb Bank N a — Trustee: $23KUmb Bank N aTrustee$23K

The highest reported compensation on the 2025 filing was $23K, to Umb Bank N a (Trustee).

Frequently asked questions about Inez K Owen Charitable Trust 10374100

How much does Inez K Owen Charitable Trust 10374100 give each year?

Inez K Owen Charitable Trust 10374100 gave $70K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $64K across 1 grant.

How large is Inez K Owen Charitable Trust 10374100?

Inez K Owen Charitable Trust 10374100 reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $90K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Inez K Owen Charitable Trust 10374100 operate?

Inez K Owen Charitable Trust 10374100 has awarded grants in Kansas.

What is Inez K Owen Charitable Trust 10374100's EIN?

Inez K Owen Charitable Trust 10374100's EIN (Employer Identification Number) is 48-6293124. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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