The Howard & Marcia Owens Charitable Trust
The Howard & Marcia Owens Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 9 grants totaling $267K. Net investment income was $632K.
The Howard & Marcia Owens Charitable Trust at a glance
In short: The Howard & Marcia Owens Charitable Trust gave $267K across 9 grants in 2025 (avg $30K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $266,550
- +26.8% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $29,617
- -1.4% vs 2024
- Median grant
- $2,500
- Total assets
- $2,488,165
- +8.8% vs 2024
- Primary geography
- New York (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Howard & Marcia Owens Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Red Bull Theater Inc ($193K). Together the top 9 received $267K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 29 grants of 35 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Howard & Marcia Owens Charitable Trust gives
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 148% of 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 2019 to 2025, annual grant giving ranged from $105K (2020) to $267K (2025). In 2025 it made 9 grants totaling $267K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Red Bull Theater Inc New York, NY | Unrestricted General | $192,750 |
| Yale University New Haven, CT | Unrestricted General | $50,000 |
| Fountain House New York, NY | Unrestricted General | $10,000 |
| Hole in the Wall Gang Fund Ashford, CT | Unrestricted General | $2,500 |
| Allegheny College Meadville, PA | Unrestricted General | $2,500 |
| Project Cuddle Inc Costa Mesa, CA | Unrestricted General | $2,500 |
| High Mountain Institute Inc Leadville, CO | Unrestricted General | $2,500 |
| Astoria Food Pantry Astoria, NY | Unrestricted General | $2,500 |
| MCC Theater New York, NY | Unrestricted General | $1,300 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,488,165 | $658,123 | $308,036 | $266,550 | 9 | $276,830 | $631,652 | $187,111 |
| 2024 | $2,286,763 | $553,610 | $243,069 | $210,250 | 7 | $220,498 | $366,969 | $179,784 |
| 2023 | $2,139,907 | $464,270 | $289,563 | $260,000 | 5 | $268,993 | $187,734 | $150,000 |
| 2022 | $2,219,870 | $646,820 | $232,184 | $187,500 | 7 | $196,090 | $376,695 | $139,566 |
| 2021 | $2,054,894 | $953,291 | $133,543 | $105,000 | 7 | $113,556 | $681,519 | $140,363 |
| 2020 | $1,487,975 | $83,685 | $128,358 | $105,000 | 8 | — | $67,775 | $106,821 |
| 2019 | $1,533,287 | $323,609 | $228,601 | $202,500 | 8 | — | $206,979 | $100,052 |
Under IRS private-foundation payout rules, The Howard & Marcia Owens Charitable Trust reported a distributable amount of $187K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Howard & Marcia Owens Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
H. Howard Owens
Trustee
On filings since 2019
40 hrs/week
$20K (2021) → $0 (2025)
Bank Of America
Agent for Fiduciary
On filings since 2019
1 hr/week
$14K (2019) → $24K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $24K, to Bank of America (Agent for Fiduciary).
Frequently asked questions about The Howard & Marcia Owens Charitable Trust
How much does The Howard & Marcia Owens Charitable Trust give each year?
The Howard & Marcia Owens Charitable Trust gave $267K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $210K across 7 grants.
What is The Howard & Marcia Owens Charitable Trust's typical grant size?
The Howard & Marcia Owens Charitable Trust's median grant in 2025 was $2,500, and its average grant was $29,617, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Howard & Marcia Owens Charitable Trust give grants?
The Howard & Marcia Owens Charitable Trust gives mostly in New York: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (20%). The most frequent recipient cities were New York, NY (3 grants).
Does The Howard & Marcia Owens Charitable Trust give general operating support?
Yes: 100% of The Howard & Marcia Owens Charitable Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Howard & Marcia Owens Charitable Trust's largest grantees?
The Howard & Marcia Owens Charitable Trust's largest 2025 grantees include Red Bull Theater Inc ($192,750), Yale University ($50,000) and Fountain House ($10,000), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.
How large is The Howard & Marcia Owens Charitable Trust?
The Howard & Marcia Owens Charitable Trust reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $277K in qualifying distributions that year, against a required minimum of $187K (roughly 5% of its investment assets).
What is The Howard & Marcia Owens Charitable Trust's EIN?
The Howard & Marcia Owens Charitable Trust's EIN (Employer Identification Number) is 58-6339875. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2024)
Live grants for the work The Howard & Marcia Owens Charitable Trust funds
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