J Marshall & Lucile G Powell Charitable Trust

Foundation · Grantmaker DALLAS, TX EIN: 52-7106649

J Marshall & Lucile G Powell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 10 grants totaling $140K. Net investment income was $89K.

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.

About J Marshall & Lucile G Powell Charitable Trust

Based on IRS filings

J Marshall & Lucile G Powell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 10 grants totaling $140K. Net investment income was $89K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AlpharettaAtlantaCummingRochesterSwainsboro

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$110K$165K$220K20212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$140K9 grants202110 grants202210 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

THE ATLANTA OPERA$25KSHEPHERD SPINAL CENTER$16KATLANTA COMMUNITY FOOD B…$15KCURE CHILDHOOD CANCER$12KATLANTA MISSION$12KSENIOR CITIZEN SERVICES …$12KNO LONGER BOUND$12KSUNSHINE HOUSE CHILDREN'…$12KGOOD SAMARITAN HEALTH CE…$12KLIONHEART LIFE CENTER$12K

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Atlanta Opera ($25,000), Shepherd Spinal Center ($16,000), Atlanta Community Food Bank ($15,000).

RecipientPurposeAmount
SHEPHERD SPINAL CENTER ATLANTA, GAUNRESTRICTED GENERAL$16,000
CURE CHILDHOOD CANCER ROCHESTER, NYUNRESTRICTED GENERAL$12,000
ATLANTA MISSION ATLANTA, GAUNRESTRICTED GENERAL$12,000
SENIOR CITIZEN SERVICES MEALS ON WHEELS ATLANTA, GAUNRESTRICTED GENERAL$12,000
THE ATLANTA OPERA ATLANTA, GAUNRESTRICTED GENERAL$25,000
ATLANTA COMMUNITY FOOD BANK ATLANTA, GAUNRESTRICTED GENERAL$15,000
NO LONGER BOUND CUMMING, GAUNRESTRICTED GENERAL$12,000
SUNSHINE HOUSE CHILDREN'S ADVOCACY CTR SWAINSBORO, GAUNRESTRICTED GENERAL$12,000
GOOD SAMARITAN HEALTH CENTER ATLANTA, GAUNRESTRICTED GENERAL$12,000
LIONHEART LIFE CENTER ALPHARETTA, GAUNRESTRICTED GENERAL$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$31K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$30,902
JAMES DEMINGDIST COMMITTEE MEMBER1
TOM CREWSDIST COMMITTEE MEMBER1
JANE R DIETZDIST COMMITTEE MEMBER1
LARRY B HOOKSDIST COMMITTEE MEMBER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is J Marshall & Lucile G Powell Charitable Trust?

J Marshall & Lucile G Powell Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.1M in total assets as of 2025.

How large is J Marshall & Lucile G Powell Charitable Trust?

As of 2025, J Marshall & Lucile G Powell Charitable Trust holds $2.1M in total assets with $116K in annual revenue. It awarded 10 grants totaling $140K in 2025.

Where does J Marshall & Lucile G Powell Charitable Trust operate?

J Marshall & Lucile G Powell Charitable Trust has awarded grants in Georgia, New York.

What size grants does J Marshall & Lucile G Powell Charitable Trust award?

In 2025, J Marshall & Lucile G Powell Charitable Trust awarded 10 grants totaling $140K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is J Marshall & Lucile G Powell Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, J Marshall & Lucile G Powell Charitable Trust reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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