B B OWEN TRUST

SALT LAKE CITY, UT 84119 EIN 751385809

https://N/A
$9.0M Total Assets (2024)
$1.3M Avg Yearly Giving (2022–2024)
$3.8M Giving on File
(3 yrs)
39 Grants on File
$2.2M Avg Grant Size

About

RESOLUTIONS TO DISSOLVE AND TERMINATE THE B.B. OWEN TRUST WERE ADOPTED BY WRITTEN CONSENT OF THE TRUSTEES EFFECTIVE SEPTEMBER 30, 2024. A COPY OF THE CERTIFIED COPY OF RESOLUTIONS IS ATTACHED AS ATTACHMENT A. THE TRUSTEES OF THE B.B. OWEN TRUST RESOLVED TO DISCONTINUE ITS CHARITABLE ACTIVITIES, DISTRIBUTE ITS REMAINING ASSETS AND TERMINATE ITS EXISTENCE. THE NAMES AND ADDRESSES OF THE ORGANIZATIONS, AND AN EXPLANATION OF THE NATURE AND FAIR MARKET VALUE OF THE ASSETS THAT WERE DISTRIBUTED TO EACH 501(C)(3) RECIPIENT IS LISTED ON FORM 990-PF, STATEMENT 5. ALL ASSETS WERE DISTRIBUTED TO ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES, AND WHICH HAS ESTABLISHED ITS TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person WENDELL JUDD
Phone 9726615872
Deadlines 3-31-2024
How to Apply (1) NATURE OF NEED (2) AMOUNT OF REQUEST (3) IRS EXEMPTION LETTER
Restrictions DALLAS, TEXAS AREA 501(C)(3) ORGANIZATIONS

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2022 $562K $8.7M $269K 19
2023 $1.1M $9.0M $408K 19
2024 $2.2M $0 $38K 1

Grant Size Distribution

Based on 39 grants on record

Minimum
$5K
25th Pctl
$5K
Median
$25K
Average
$98K
75th Pctl
$50K
Maximum
$2.2M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
MONTY JACKSON TRUSTEE AS NEEDED $54K
WENDELL W JUDD SEE STATEMENT 6 TRUSTEE AS NEEDED $36K
WENDELL W JUDD SEE STATEMENT 5 TRUSTEE AS NEEDED $33K

Grants Awarded (39 total)

RecipientLocationAmountPurposeYear
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DALLAS, TX $2,179,500 OPERATIONS 2024
ST JOHNS EPISCOPAL SCHOOL DALLAS, TX $200,000 OPERATIONS 2023
SALVATION ARMY DALLAS, TX $200,000 OPERATIONS 2023
FIRST UNITED METHODIST CHURCH OF RICHARDSON RICHARDSON, TX $200,000 CAPITAL IMP PLEDGE 2023
FIRST UNITED METHODIST CHURCH OF RICHARDSON RICHARDSON, TX $100,000 CAPITAL IMP PLEDGE 2022
NORTH TEXAS FOOD BANK DALLAS, TX $100,000 OPERATIONS 2023
CITY OF WESTON FIRE DEPT WESTON, TX $100,000 OPERATIONS 2023
ST JOHNS EPISCOPAL SCHOOL DALLAS, TX $100,000 LAND ACQUISITION 2022
MAURICE BARNETT GERIATRIC CENTER PLANO, TX $50,000 OPERATIONS 2022
COLLIN CO CHILDRENS ADV CENTER PLANO, TX $50,000 OPERATIONS 2023
COLLIN CO CHILDRENS ADV CENTER PLANO, TX $50,000 OPERATIONS 2022
MEALS ON WHEELS COLLIN COUNTY MCKINNEY, TX $50,000 OPERATIONS 2022
SALVATION ARMY DALLAS, TX $50,000 OPERATIONS 2022
MEALS ON WHEELS COLLIN COUNTY MCKINNEY, TX $50,000 OPERATIONS 2023
MAURICE BARNETT GERIATRIC CENTER PLANO, TX $50,000 OPERATIONS 2023
CITY OF WESTON FIRE DEPT WESTON, TX $27,500 OPERATIONS 2022
CLAYTON DABNEY KIDS WITH CANCER DALLAS, TX $25,000 OPERATIONS 2022
GLADNEY CENTER FOR ADOPTION FT WORTH, TX $25,000 OPERATIONS 2022
PRESERVATION DALLAS INC DALLAS, TX $25,000 OPERATIONS 2022
CLAYTON DABNEY KIDS WITH CANCER DALLAS, TX $25,000 OPERATIONS 2023
PRESERVATION DALLAS INC DALLAS, TX $25,000 OPERATIONS 2023
GLADNEY CENTER FOR ADOPTION FT WORTH, TX $25,000 OPERATIONS 2023
CAPTAIN HOPE'S KIDS DALLAS, TX $10,000 OPERATIONS 2023
LEGAL HOSPICE OF TEXAS DALLAS, TX $10,000 OPERATIONS 2022
NORTH TEXAS FOOD BANK DALLAS, TX $10,000 OPERATIONS 2022