William & Louise Owens
William & Louise Owens Charitable Trust is a private foundation established in 1997, based in Highlands, North Carolina. The trust operates as a 501(c)(3) organization designated for religious, educational, charitable, scientific, literary, and philanthropic purposes.
Key facts about William & Louise Owens
- EIN
- 58-6333363
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $211,100
- Grants made (2024)
- 26
- Average grant
- $8,119
- Median grant
- $2,250
- New grantees (estimate)
- 8% first-time grantees (2 of 26, 2024)
- Total assets
- $2,801,957
- Primary geography
- Georgia (50% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests and funds preselected organizations only. Full details ↓
Data from IRS Form 990-PF, 2024; 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.
Who William & Louise Owens funds
By grant dollars, the top recipient states for William & Louise Owens's 26 itemized 2024 grants were Georgia (50%), North Carolina (29%) and Alabama (13%). The most frequent recipient cities were Atlanta, GA (5 grants), Birmingham, AL (3 grants) and Highlands, NC (2 grants). 77% of grants with a stated purpose were for general or operating support. Recurring purposes include "Education" (6 grants).
Is William & Louise Owens open to new grantees?
8%
first-time grantees, 2024
In 2024, 2 of 26 grantees (8%) were first-time recipients. First grants averaged $1K; repeat grants $9K. How we count
Medians: $1K first-time, $3K repeat.
- 88% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with William & Louise Owens
- How to evaluate William & Louise Owens as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-1.6% YoY
Annual Giving
$211K
+11.1% YoY
Grant Count
26
+13.0% YoY
Avg Grant Size
$8K
-1.7% YoY
Under IRS private-foundation payout rules, William & Louise Owens reported a distributable amount of $216K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking focuses on education, human services, arts and culture, and philanthropy. Recent grant descriptions indicate support for Christian ministries and care-related initiatives.
Grantmaking
Grant Range
$2,500
How to Apply
**
Ready to take the next step with William & Louise Owens?
Geographic Focus
Where this funder awards grants
The foundation funds organizations across 10 states, with primary activity in Georgia, Alabama, and North Carolina.
Grant Distribution by State
Share of all 26 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
FY2024 Financial Summary
- Total assets: $2,801,957
- Total revenue: $205,982
- Total expenses: $249,942
- Net income: -$43,960
- Charitable disbursements: $211,100 (84.5% of expenses)
- Officer compensation: $15,000 (6.0% of expenses)
Revenue Sources (FY2024)
- Dividends: $99,424 (48.3%)
- Sales of assets: $106,558 (51.7%)
- Contributions received: $0
- Interest revenue: $0
Assets & Liabilities
- Total assets: $2,801,957
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,801,957 | $2,846,504 | $2,912,292 |
| Revenue | $205,982 | $159,695 | $144,730 |
| Expenses | $249,942 | $225,747 | $183,570 |
| Qualifying Distributions | $211,100 | $190,000 | $152,548 |
| Net Investment Income | $187,355 | $142,919 | $69,895 |
| Distributable Amount | $215,723 | $189,928 | $193,042 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Whitefield Academy ($64,500), Community Bible Church ($50,000), Atlanta Youth Academy ($16,100).
| Recipient | Purpose | Amount |
|---|---|---|
| WHITEFIELD ACADEMY Mableton, GA | EDUCATION | $64,500 |
| COMMUNITY BIBLE CHURCH Highlands, NC | GENERAL OPERATING FUNDS | $50,000 |
| ATLANTA YOUTH ACADEMY Atlanta, GA | EDUCATION | $16,100 |
| BLUE RIDGE FREE DENTAL CLINIC Cashiers, NC | GENERAL OPERATING FUNDS | $10,000 |
| NEVER THIRST Birmingham, AL | GENERAL OPERATING FUNDS | $10,000 |
| SAMFORD UNIVERSITY Birmingham, AL | EDUCATION | $10,000 |
| CUMBERLAND COMMUNITY CHURCH Smyrna, GA | GENERAL OPERATING FUNDS | $7,500 |
| FCA CHEER Watkinsville, GA | GENERAL OPERATING FUNDS | $6,000 |
| BLANKET FORT HOPE Pelham, AL | GENERAL OPERATING FUNDS | $5,000 |
| NATIONAL WWII MUSEUM New Orleans, LA | GENERAL OPERATING FUNDS | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
One trustee reported with compensation of $15,000 in FY2024.
William & Louise Owens is led by David Jones, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
David Jones
Trustee
On filings since 2020
$10K (2020) → $15K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does William & Louise Owens fund?
The foundation's grantmaking focuses on education, human services, arts and culture, and philanthropy. Recent grant descriptions indicate support for Christian ministries and care-related initiatives.
How do I apply for a grant from William & Louise Owens?
The foundation does not accept unsolicited requests and funds preselected organizations only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does William & Louise Owens make grants?
The foundation funds organizations across 10 states, with primary activity in Georgia, Alabama, and North Carolina.
What size grants does William & Louise Owens award?
In 2024, William & Louise Owens awarded 26 grants totaling $211K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is William & Louise Owens required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Louise Owens reported a distributable amount of $216K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William & Louise Owens's EIN?
William & Louise Owens's EIN (Employer Identification Number) is 58-6333363. IRS Form 990 filing data is available on this page for 2020–2024.
Does William & Louise Owens accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.