Ben G Barnett Fnd Trust XXXXX5005
Ben G Barnett Fnd Trust XXXXX5005 is a private foundation based in Chicago, Illinois. Its 2025 filing lists grants to charitable organizations, with the largest shares of grant dollars going to recipients in Texas.
Key facts about Ben G Barnett Fnd Trust XXXXX5005
In short: Ben G Barnett Fnd Trust XXXXX5005 gave $161K across 27 grants in 2025 (avg $6K), mostly in Texas. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6045662
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $161,235
- Grants made (2025)
- 27
- Average grant
- $5,972
- Median grant
- $3,449
- New grantees (estimate)
- 7% first-time grantees (2 of 27, 2025)
- Total assets
- $2,556,892
- Primary geography
- Texas (84% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
+11.5% YoY
Annual Giving
$161K
+14.6% YoY
Grant Count
27
+3.8% YoY
Avg Grant Size
$6K
+10.4% YoY
Under IRS private-foundation payout rules, Ben G Barnett Fnd Trust XXXXX5005 reported a distributable amount of $202K for 2025 — the minimum it must pay out in qualifying distributions.
Is Ben G Barnett Fnd Trust XXXXX5005 open to new grantees?
7%
first-time grantees, 2025
In 2025, 2 of 27 grantees (7%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $6K repeat.
- 93% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants supported organizations with varied stated missions. For example, the Jewish Federation of Greater Dallas says it coordinates fundraising, social planning, leadership development, and community relations for the Jewish community locally and abroad. Dallas Baptist University describes its purpose as providing Christ-centered higher education, while the United Negro College Fund says its mission is to support under-represented students through college and strengthen its member institutions.
Other 2025 grantees’ stated missions include healthcare and research: National Jewish Health says it works to heal, discover, and educate, and the American Cancer Society says it seeks to improve the lives of people with cancer and their families through advocacy, research, and patient support.
Grantmaking
The foundation reported 27 grants totaling $161,235 in 2025. Awards ranged from $1,155 to $28,734, with a median grant of $3,449. The largest grants included $28,734 to the Jewish Federation of Greater Dallas, $14,383 to Dallas Baptist University, and $11,503 each to Scottish Rite for Children, Dallas Home for the Jewish Aged, and Congregation Shearith Israel. These grants were listed with a general purpose.
Other 2025 grants included $5,760 to the United Negro College Fund, $5,760 to the University of Dallas, and $3,449 to National Jewish Health. The United Way of Metropolitan Dallas and the American Cancer Society each received $2,880.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Ben G Barnett Fnd Trust XXXXX5005?
Geographic Focus
Where this funder awards grants
In 2025, 84% of grant dollars went to recipients in Texas. Other reported recipient-state shares were Washington, DC (4%), California (4%), Colorado (3%), and Massachusetts (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $71K (2019) to $161K (2025). In 2025 it made 27 grants totaling $161K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Federation of Greater Dallas ($29K). Together the top 10 received $106K.
Grant Size Distribution
129 grants across all recorded years
The most common grant size was under $50K: 129 grants of 129 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Dallas Dallas, TX | General | $28,734 |
| Dallas Baptist University Dallas, TX | General | $14,383 |
| Scottish Rite for Children Dallas, TX | General | $11,503 |
| Dallas Home for the Jewish Aged Plano, TX | General | $11,503 |
| Congregation Shearith Israel Dallas, TX | General | $11,503 |
| Hadassah Medical Center Dallas, TX | General | $5,760 |
| Jewish Community Center Dallas, TX | General | $5,760 |
| Salesmanship Club Dallas, TX | General | $5,760 |
| United Negro College Fund Washington, DC | General | $5,760 |
| City of Hope Guild CO Duarte, CA | General | $5,760 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Number of grants |
|---|---|---|
| 2025 | $161,235 | 27 |
| 2024 | $140,669 | 26 |
| 2023 | $133,756 | 24 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,556,892 | $2,293,240 | $2,193,917 |
| Revenue | $537,346 | $322,137 | $286,104 |
| Expenses | $276,703 | $223,035 | $194,318 |
| Qualifying Distributions | $189,798 | $165,264 | $155,203 |
| Net Investment Income | $454,461 | $268,013 | $246,532 |
| Distributable Amount | $201,946 | $185,736 | $159,205 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jay W Ungerman and John Round Esq as co-trustees.
Ben G Barnett Fnd Trust XXXXX5005's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jay W. Ungerman
Co-Trustee
On filings since 2019
1 hr/week
$8K (2019) → $15K (2025)
John Round Esq.
Co-Trustee
On filings since 2019
1 hr/week
$8K (2019) → $15K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to Jay W Ungerman (Co-Trustee). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Frequently asked questions about Ben G Barnett Fnd Trust XXXXX5005
How much does Ben G Barnett Fnd Trust XXXXX5005 give each year?
Ben G Barnett Fnd Trust XXXXX5005 gave $161K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $141K across 26 grants.
What is Ben G Barnett Fnd Trust XXXXX5005's typical grant size?
Ben G Barnett Fnd Trust XXXXX5005's median grant in 2025 was $3,449, and its average grant was $5,972, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ben G Barnett Fnd Trust XXXXX5005 that year got $3K on average.
Where does Ben G Barnett Fnd Trust XXXXX5005 give grants?
Ben G Barnett Fnd Trust XXXXX5005 gives mostly in Texas: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (17 grants).
Does Ben G Barnett Fnd Trust XXXXX5005 give general operating support?
Yes: 100% of Ben G Barnett Fnd Trust XXXXX5005's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ben G Barnett Fnd Trust XXXXX5005's largest grantees?
Ben G Barnett Fnd Trust XXXXX5005's largest 2025 grantees include Jewish Federation of Greater Dallas ($28,734), Dallas Baptist University ($14,383) and Scottish Rite for Children ($11,503), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Ben G Barnett Fnd Trust XXXXX5005?
Ben G Barnett Fnd Trust XXXXX5005 reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $202K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Ben G Barnett Fnd Trust XXXXX5005 fund?
No mission statement for the foundation is provided. Its 2025 grants supported organizations with varied stated missions. See mission & focus areas ↑
How do I apply for a grant from Ben G Barnett Fnd Trust XXXXX5005?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ben G Barnett Fnd Trust XXXXX5005's EIN?
Ben G Barnett Fnd Trust XXXXX5005's EIN (Employer Identification Number) is 75-6045662. IRS Form 990 filing data is available on this page for 2019–2025.
Does Ben G Barnett Fnd Trust XXXXX5005 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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