Nonprofit · EIN 58-6339875
THE HOWARD AND MARCIA OWENS CHARITABLE TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $658,123 | $308,036 | $350,087 | $2,488,165 | $0 | $2,488,165 |
| December 31, 2024 | 990-PF | $553,610 | $243,069 | $310,541 | $2,286,763 | $0 | $2,286,763 |
| December 31, 2023 | 990-PF | $464,270 | $289,563 | $174,707 | $2,139,907 | $0 | $2,139,907 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $82,526
- Net gain from sales of assets
- $575,597
Expenses
- Grants and similar amounts paid
- $266,550
- Compensation of officers, directors and key employees
- $23,574
- Disbursements for charitable purposes
- $276,830
- Excise tax on investment income
- $8,780
Balance sheet and other
- Total assets, start of year
- $2,286,763
- Total assets, end of year
- $2,488,165
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,488,165
- Fair market value of assets
- $4,124,234
- Qualifying distributions
- $276,830
- Net investment income
- $655,280
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $23,574 |
| H HOWARD OWENS 42 W 89TH ST, NEW YORK, NY 10024 | TRUSTEE | 40 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $23,494 |
| H HOWARD OWENS 42 W 89TH ST, NEW YORK, NY 10024 | TRUSTEE | 40 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $20,608 |
| H HOWARD OWENS 42 W 89TH ST, NEW YORK, NY 10024 | TRUSTEE | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- H HOWARD OWENS, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6339875
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,488,165
- Income (IRS master file)
- $1,110,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $658,123 | $308,036 | $2,488,165 | IRS |
| 990-PF | December 2024 | $553,610 | $243,069 | $2,286,763 | IRS |
| 990-PF | December 2023 | $464,270 | $289,563 | $2,139,907 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6339875).
Questions about THE HOWARD AND MARCIA OWENS CHARITABLE TRUST
- What is the EIN of THE HOWARD AND MARCIA OWENS CHARITABLE TRUST?
- The employer identification number (EIN) of THE HOWARD AND MARCIA OWENS CHARITABLE TRUST is 58-6339875.
- Is THE HOWARD AND MARCIA OWENS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE HOWARD AND MARCIA OWENS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HOWARD AND MARCIA OWENS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HOWARD AND MARCIA OWENS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HOWARD AND MARCIA OWENS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE HOWARD AND MARCIA OWENS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $23,574 (BANK OF AMERICA, AGENT FOR FIDUCIARY).
- How much revenue does THE HOWARD AND MARCIA OWENS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $658,123, expenses of $308,036 and total assets of $2,488,165 at year end.
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