The Howard & Marcia Owens Charitable Trust
The Howard & Marcia Owens Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $210K. Net investment income was $367K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+6.9% YoY
Annual Giving
$210K
-19.1% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$30K
-42.2% YoY
Under IRS private-foundation payout rules, The Howard & Marcia Owens Charitable Trust reported a distributable amount of $180K for 2024 — the minimum it must pay out in qualifying distributions.
About The Howard & Marcia Owens Charitable Trust
Based on IRS filings
The Howard & Marcia Owens Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 7 grants totaling $210K. Net investment income was $367K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,286,763 | $2,139,907 | $2,219,870 |
| Revenue | $553,610 | $464,270 | $646,820 |
| Expenses | $243,069 | $289,563 | $232,184 |
| Qualifying Distributions | $220,498 | $268,993 | $196,090 |
| Net Investment Income | $366,969 | $187,734 | $376,695 |
| Distributable Amount | $179,784 | $150,000 | $139,566 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Red Bull Theater Inc ($182,750), Fountain House ($15,000), Hole in the Wall Gang Fund ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| HOLE IN THE WALL GANG FUND ASHFORD, CT | UNRESTRICTED GENERAL | $2,500 |
| FOUNTAIN HOUSE NEW YORK, NY | UNRESTRICTED GENERAL | $15,000 |
| HAMILTON COLLEGE CLINTON, NY | UNRESTRICTED GENERAL | $2,500 |
| ALLEGHENY COLLEGE MEADVILLE, PA | UNRESTRICTED GENERAL | $2,500 |
| PROJECT CUDDLE INC COSTA MESA, CA | UNRESTRICTED GENERAL | $2,500 |
| RED BULL THEATER INC NEW YORK, NY | UNRESTRICTED GENERAL | $182,750 |
| HIGH MOUNTAIN INSTITUTE INC LEADVILLE, CO | UNRESTRICTED GENERAL | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| H HOWARD OWENS | TRUSTEE | 40 | — |
| BANK OF AMERICA | AGENT FOR FIDUCIARY | 1 | $23,494 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Howard & Marcia Owens Charitable Trust?
The Howard & Marcia Owens Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.3M in total assets as of 2024.
How large is The Howard & Marcia Owens Charitable Trust?
As of 2024, The Howard & Marcia Owens Charitable Trust holds $2.3M in total assets with $554K in annual revenue. It awarded 7 grants totaling $210K in 2024.
Where does The Howard & Marcia Owens Charitable Trust operate?
The Howard & Marcia Owens Charitable Trust has awarded grants in California, Colorado, Connecticut, New York, Pennsylvania.
What size grants does The Howard & Marcia Owens Charitable Trust award?
In 2024, The Howard & Marcia Owens Charitable Trust awarded 7 grants totaling $210K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is The Howard & Marcia Owens Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Howard & Marcia Owens Charitable Trust reported a distributable amount of $180K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Howard & Marcia Owens Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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