The Howard And Marcia Owens Charitable Trust

Dallas, TX
Tax-exempt since July 1997
EIN: 58-6339875

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$554k (2024)

Expenses

$243k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$553,610

Expenses

$243,069

Net Income

$310,541

Net Assets

$2,286,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$163,506	29.5%
Interest Revenue	$0
Dividends	$72,578	13.1%
Sales of Assets	$317,526	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,498	90.7%
Compensation of Officers*	$23,494	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,286,763
Total Liabilities	$0
Net Assets	$2,286,763

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$23,494	$0
H Howard Owens (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$464,270

Expenses

$289,563

Net Income

$174,707

Net Assets

$2,139,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$256,282	55.2%
Interest Revenue	$0
Dividends	$69,328	14.9%
Sales of Assets	$138,660	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,993	92.9%
Compensation of Officers*	$20,608	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,139,907
Total Liabilities	$0
Net Assets	$2,139,907

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$20,608	$0
H Howard Owens (Trustee)	$0	$0

990-PF

Filed on Aug. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$646,820

Expenses

$232,184

Net Income

$414,636

Net Assets

$2,219,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$249,074	38.5%
Interest Revenue	$0
Dividends	$69,144	10.7%
Sales of Assets	$327,280	50.6%
Other Income	$1,322	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,090	84.5%
Compensation of Officers*	$19,599	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,219,870
Total Liabilities	$0
Net Assets	$2,219,870

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$19,599	$0
H Howard Owens (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$953,291

Expenses

$133,543

Net Income

$819,748

Net Assets

$2,054,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,578	26.4%
Interest Revenue	$0
Dividends	$47,175	4.9%
Sales of Assets	$654,538	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,556	85.0%
Compensation of Officers*	$19,514	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,054,894
Total Liabilities	$0
Net Assets	$2,054,894

Compensation

Key Employees and Officers	Compensation	Other
H Howard Owens (Trustee)	$19,514	$0
Bank Of America (Agent For Fiduciary)	$0	$0

990-PF

Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$83,685

Expenses

$128,358

Net Income

-$44,673

Net Assets

$1,487,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$218	0.3%
Interest Revenue	$0
Dividends	$37,385	44.7%
Sales of Assets	$46,082	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,740	87.1%
Compensation of Officers*	$14,975	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,487,975
Total Liabilities	$1
Net Assets	$1,487,974

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$14,975	$0
H Howard Owens (Trustee)	$0	$0

990-PF

Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$323,609

Expenses

$228,601

Net Income

$95,008

Net Assets

$1,533,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,918	31.5%
Interest Revenue	$0
Dividends	$44,646	13.8%
Sales of Assets	$177,045	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,929	91.4%
Compensation of Officers*	$14,197	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,533,287
Total Liabilities	$1
Net Assets	$1,533,286

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$14,197	$0
H Howard Owens (Trustee)	$0	$0

990-PF

Filed on June 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$103,394

Expenses

$264,127

Net Income

-$160,733

Net Assets

$1,685,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,695	35.5%
Sales of Assets	$66,693	64.5%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,592	95.3%
Compensation of Officers*	$13,913	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,685,490
Total Liabilities	$0
Net Assets	$1,685,490

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$90,382

Expenses

$206,671

Net Income

-$116,289

Net Assets

$1,859,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,136	51.0%
Sales of Assets	$44,245	49.0%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,058	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,859,419
Total Liabilities	$0
Net Assets	$1,859,419

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$236,640

Expenses

$144,850

Net Income

$91,790

Net Assets

$1,983,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,692	18.5%
Sales of Assets	$192,839	81.5%
Other Income	$109	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,073	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,983,786
Total Liabilities	$0
Net Assets	$1,983,786

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$126,754

Expenses

$180,694

Net Income

-$53,940

Net Assets

$1,893,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,614	43.1%
Sales of Assets	$72,140	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,000	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,893,139
Total Liabilities	$0
Net Assets	$1,893,139

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$201,525

Expenses

$175,365

Net Income

$26,160

Net Assets

$1,946,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,428	44.9%
Sales of Assets	$111,021	55.1%
Other Income	$76	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,785	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,946,817
Total Liabilities	$0
Net Assets	$1,946,817

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

The Howard And Marcia Owens Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $554k (2024)

Expenses $243k (2024)

Total Assets $2.29M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$554k (2024)

Expenses

$243k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001