Betty Oakes Trust XXXXX9006
Betty Oakes Trust XXXXX9006 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $502K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $15K.
Betty Oakes Trust XXXXX9006 at a glance
In short: Betty Oakes Trust XXXXX9006 gave $21K across 1 grant in 2025 (avg $21K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,191
- +3.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $21,191
- +3.8% vs 2024
- Median grant
- $21,191
- Total assets
- $501,782
- -2.0% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Betty Oakes Trust XXXXX9006 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cal Farley's Boys Ranch ($21K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Betty Oakes Trust XXXXX9006 gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2024) to $23K (2023). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cal Farley's Boys Ranch Amarillo, TX | General | $21,191 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $501,782 | $20,606 | $30,720 | $21,191 | 1 | $24,094 | $15,011 | $26,350 |
| 2024 | $511,895 | $52,728 | $23,440 | $20,424 | 1 | $23,131 | $52,576 | $23,898 |
| 2023 | $482,603 | $31,203 | $26,814 | $23,012 | 1 | $25,539 | $30,855 | $22,951 |
| 2022 | $478,216 | $50,785 | $26,335 | $22,365 | 1 | $25,370 | $50,582 | $26,017 |
| 2021 | $453,766 | $34,672 | $23,980 | $21,053 | 1 | — | $34,372 | $25,148 |
| 2020 | $443,075 | $19,772 | $25,094 | $21,853 | 1 | — | $19,636 | $23,662 |
Under IRS private-foundation payout rules, Betty Oakes Trust XXXXX9006 reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Betty Oakes Trust XXXXX9006's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2022
2 hrs/week
$3K (2022) → $8K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $8K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Betty Oakes Trust XXXXX9006
How much does Betty Oakes Trust XXXXX9006 give each year?
Betty Oakes Trust XXXXX9006 gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is Betty Oakes Trust XXXXX9006?
Betty Oakes Trust XXXXX9006 reported $502K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $26K (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.
Where does Betty Oakes Trust XXXXX9006 operate?
Betty Oakes Trust XXXXX9006 has awarded grants in Texas.
What is Betty Oakes Trust XXXXX9006's EIN?
Betty Oakes Trust XXXXX9006's EIN (Employer Identification Number) is 75-6223671. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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