Nonprofit · EIN 75-6414441
JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST
Tax-exempt · NEW ORLEANS, LA 70139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $165,580 | $152,953 | $12,627 | $1,334,017 | $0 | $1,334,017 |
| December 31, 2024 | 990-PF | $101,462 | $94,497 | $6,965 | $1,320,278 | $0 | $1,320,278 |
| December 31, 2023 | 990-PF | $63,728 | $81,671 | -$17,943 | $1,310,635 | $0 | $1,310,635 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $47,754
- Net gain from sales of assets
- $117,818
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $120,750
- Compensation of officers, directors and key employees
- $24,653
- Disbursements for charitable purposes
- $128,013
- Excise tax on investment income
- $2,004
Balance sheet and other
- Total assets, start of year
- $1,320,278
- Total assets, end of year
- $1,334,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,334,017
- Fair market value of assets
- $1,749,957
- Qualifying distributions
- $128,013
- Net investment income
- $165,580
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 |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727 | TRUSTEE | 1 | $24,653 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727 | TRUSTEE | 1 | $23,372 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS ST STE 3100, NEW ORLEANS, LA 701397727 | TRUSTEE | 1 | $22,193 |
Address and contacts
- Address (IRS master file)
- 701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-6001
- In care of
- % CAPITAL ONE TRUST
- Signed the 990-PF
- HANCOCK WHITNEY BANK, TRUST TAX MGR
- Phone
- (504) 599-2191
- Return prepared by
- KPMG LLP
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
- 75-6414441
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,334,017
- Income (IRS master file)
- $595,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $165,580 | $152,953 | $1,334,017 | IRS |
| 990-PF | December 2024 | $101,462 | $94,497 | $1,320,278 | IRS |
| 990-PF | December 2023 | $63,728 | $81,671 | $1,310,635 | 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 75-6414441).
Questions about JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST
- What is the EIN of JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST?
- The employer identification number (EIN) of JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST is 75-6414441.
- Is JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP 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 JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP 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 JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $24,653 (HANCOCK WHITNEY BANK, TRUSTEE).
- How much revenue does JACK AND CHARLOTTE OWEN EDUCATION SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $165,580, expenses of $152,953 and total assets of $1,334,017 at year end.
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