J Marshall & Lucile G Powell Charitable Trust
J MARSHALL & LUCILE G POWELL CHARITABLE TRUST is a private foundation based in Dallas, Texas. Its 2025 filing reports 10 grants totaling $140,000, all listed as unrestricted general support.
Key facts about J Marshall & Lucile G Powell Charitable Trust
In short: J Marshall & Lucile G Powell Charitable Trust gave $140K across 10 grants in 2025 (avg $14K), mostly in Georgia. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 52-7106649
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $140,000
- Grants made (2025)
- 10
- Average grant
- $14,000
- Median grant
- $12,000
- New grantees (estimate)
- 30% first-time grantees (3 of 10, 2025)
- Total assets
- $2,139,026
- Primary geography
- Georgia (91% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.1M
-2.8% YoY
Annual Giving
$140K
+15.8% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$14K
+15.8% YoY
Under IRS private-foundation payout rules, J Marshall & Lucile G Powell Charitable Trust reported a distributable amount of $162K for 2025 — the minimum it must pay out in qualifying distributions.
Is J Marshall & Lucile G Powell Charitable Trust open to new grantees?
30%
first-time grantees, 2025
In 2025, 3 of 10 grantees (30%) were first-time recipients. First grants averaged $12K; repeat grants $15K. How we count
Medians: $12K first-time, $12K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). 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
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including opera, health care and rehabilitation, food assistance, addiction recovery, and services for older adults and children.
Among the grantees, The Atlanta Opera describes its mission as reimagining opera for a global audience and delivering extraordinary experiences. Shepherd Center describes its work as acute and rehabilitative hospital care for people with spinal cord injuries, acquired brain injuries, multiple sclerosis, and other neurological conditions. Atlanta Community Food Bank says it works to engage, educate, and empower the community to fight hunger. No Longer Bound describes a year-long, Christ-centered program supporting men and their families beyond sobriety.
Grantmaking
In 2025, the foundation gave $140,000 through 10 grants. Grant amounts ranged from $12,000 to $25,000, with a median grant of $12,000. Each grant was listed as unrestricted general support.
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Geographic Focus
Where this funder awards grants
In 2025, 91% of grant dollars went to recipients in Georgia and 9% went to recipients in New York. The listed grants were concentrated in Georgia, with one recipient in Rochester, New York.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $109K (2021) to $140K (2025). In 2025 it made 10 grants totaling $140K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Atlanta Opera ($25K). Together the top 10 received $140K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 49 grants of 49 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Atlanta Opera Atlanta, GA | Unrestricted General | $25,000 |
| Shepherd Spinal Center Atlanta, GA | Unrestricted General | $16,000 |
| Atlanta Community Food Bank Atlanta, GA | Unrestricted General | $15,000 |
| Cure Childhood Cancer Rochester, NY | Unrestricted General | $12,000 |
| Atlanta Mission Atlanta, GA | Unrestricted General | $12,000 |
| Senior Citizen Services Meals on Wheels Atlanta, GA | Unrestricted General | $12,000 |
| No Longer Bound Cumming, GA | Unrestricted General | $12,000 |
| Sunshine House Children's Advocacy Ctr Swainsboro, GA | Unrestricted General | $12,000 |
| Good Samaritan Health Center Atlanta, GA | Unrestricted General | $12,000 |
| Lionheart Life Center Alpharetta, GA | Unrestricted General | $12,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,139,026 | $116,411 | $177,307 | $140,000 |
| 2024 | $2,200,067 | $63,836 | $156,157 | $120,900 |
| 2023 | $2,292,527 | $73,960 | $163,340 | $130,300 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,139,026 | $2,200,067 | $2,292,527 |
| Revenue | $116,411 | $63,836 | $73,960 |
| Expenses | $177,307 | $156,157 | $163,340 |
| Qualifying Distributions | $149,255 | $129,927 | $140,184 |
| Net Investment Income | $88,602 | $37,898 | $53,428 |
| Distributable Amount | $161,896 | $147,971 | $130,794 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee. It lists James Deming, Tom Crews, Jane R. Dietz, and Larry B. Hooks as distribution committee members.
J Marshall & Lucile G Powell Charitable Trust's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$28K (2022) → $31K (2025)
James Deming
Dist Committee Member
On filings since 2021
1 hr/week
No compensation reported
Jane R. Dietz
Dist Committee Member
On filings since 2021
1 hr/week
No compensation reported
Larry B. Hooks
Dist Committee Member
On filings since 2021
1 hr/week
No compensation reported
Tom Crews
Dist Committee Member
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $31K, to Bank of America (Trustee).
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about J Marshall & Lucile G Powell Charitable Trust
How much does J Marshall & Lucile G Powell Charitable Trust give each year?
J Marshall & Lucile G Powell Charitable Trust gave $140K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $121K across 10 grants.
What is J Marshall & Lucile G Powell Charitable Trust's typical grant size?
J Marshall & Lucile G Powell Charitable Trust's median grant in 2025 was $12,000, and its average grant was $14,000, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from J Marshall & Lucile G Powell Charitable Trust that year got $12K on average.
Where does J Marshall & Lucile G Powell Charitable Trust give grants?
J Marshall & Lucile G Powell Charitable Trust gives mostly in Georgia: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (9%). The most frequent recipient cities were Atlanta, GA (6 grants).
Does J Marshall & Lucile G Powell Charitable Trust give general operating support?
Yes: 100% of J Marshall & Lucile G Powell Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are J Marshall & Lucile G Powell Charitable Trust's largest grantees?
J Marshall & Lucile G Powell Charitable Trust's largest 2025 grantees include The Atlanta Opera ($25,000), Shepherd Spinal Center ($16,000) and Atlanta Community Food Bank ($15,000), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is J Marshall & Lucile G Powell Charitable Trust?
J Marshall & Lucile G Powell Charitable Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $149K in qualifying distributions that year, against a required minimum of $162K (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.
What does J Marshall & Lucile G Powell Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including opera, health care and rehabilitation, food assistance, addiction recovery, and services for older adults and children. See mission & focus areas ↑
How do I apply for a grant from J Marshall & Lucile G Powell Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J Marshall & Lucile G Powell Charitable Trust's EIN?
J Marshall & Lucile G Powell Charitable Trust's EIN (Employer Identification Number) is 52-7106649. IRS Form 990 filing data is available on this page for 2021–2025.
Does J Marshall & Lucile G Powell Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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