Carl Barnes Charitable Trust
Carl Barnes Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $138K in total assets. In 2025, it awarded 4 grants totaling $7K. Net investment income was $11K.
Carl Barnes Charitable Trust at a glance
In short: Carl Barnes Charitable Trust gave $7K across 4 grants in 2025 (avg $2K), top state Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,900
- +15.6% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $1,725
- +15.6% vs 2024
- Median grant
- $1,770
- Total assets
- $137,849
- +2.0% vs 2024
- Primary geography
- Wisconsin (49% 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 Carl Barnes Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Wisconsin Annual Conference-UMC ($2K). Together the top 4 received $7K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Carl Barnes Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $6K (2023) to $7K (2022). In 2025 it made 4 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wisconsin Annual Conference-UMC Sun Prairie, WI | Unrestricted General | $2,360 |
| Christian Home Association Council Bluffs, IA | Unrestricted General | $2,360 |
| Piney Woods School Piney Woods, MS | Unrestricted General | $1,180 |
| Trinity United Methodist Church Richland Center, WI | Unrestricted General | $1,000 |
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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 | $137,849 | $13,451 | $10,744 | $6,900 | 4 | $8,347 | $10,963 | $8,086 |
| 2024 | $135,165 | $4,737 | $9,584 | $5,970 | 4 | $7,349 | $2,119 | $7,674 |
| 2023 | $135,583 | $-1,095 | $9,726 | $5,658 | 4 | $6,982 | $889 | $7,139 |
| 2022 | $143,856 | $27,564 | $10,967 | $7,185 | 4 | $8,613 | $25,086 | $7,549 |
| 2021 | $150,367 | $9,871 | $10,353 | $6,313 | 4 | — | $7,552 | $8,378 |
| 2020 | $132,458 | $11,606 | $9,465 | $6,090 | 4 | — | $9,919 | $6,949 |
| 2019 | $130,822 | $7,768 | $9,988 | $6,315 | 4 | — | $4,803 | $6,916 |
Under IRS private-foundation payout rules, Carl Barnes Charitable Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carl Barnes Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$2K (2022) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2021) — Trustee
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 $2K, to Bank of America (Trustee).
Frequently asked questions about Carl Barnes Charitable Trust
How much does Carl Barnes Charitable Trust give each year?
Carl Barnes Charitable Trust gave $7K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 4 grants.
What is Carl Barnes Charitable Trust's typical grant size?
Carl Barnes Charitable Trust's median grant in 2025 was $1,770, and its average grant was $1,725, across 4 grants on its 2025 IRS Form 990-PF.
Where does Carl Barnes Charitable Trust give grants?
Carl Barnes Charitable Trust's top state is Wisconsin, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Iowa (34%) and Mississippi (17%).
Does Carl Barnes Charitable Trust give general operating support?
Yes: 100% of Carl Barnes Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Carl Barnes Charitable Trust?
Carl Barnes Charitable Trust reported $138K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What is Carl Barnes Charitable Trust's EIN?
Carl Barnes Charitable Trust's EIN (Employer Identification Number) is 36-6661378. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Added Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 10, 2025)
- IRS filings on file for fiscal years 2019–2025
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