Caroline L Oakes Charitable Trust Xxxxx2005

CHICAGO, IL EIN: 35-6354993

Caroline L Oakes Charitable Trust Xxxxx2005 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $618K in total assets. In 2024, it awarded 1 grants totaling $39K. Net investment income was $41K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$618K

-0.9% YoY

Annual Giving

$39K

-21.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$39K

-21.8% YoY

About Caroline L Oakes Charitable Trust Xxxxx2005

Based on IRS filings

Caroline L Oakes Charitable Trust Xxxxx2005 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $618K in total assets. In 2024, it awarded 1 grants totaling $39K. Net investment income was $41K.

Ready to take the next step with Caroline L Oakes Charitable Trust Xxxxx2005?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Indianapolis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$45K$67K$90K201920202021202220232024
Metric202420232022
Total Assets$618,363$623,865$631,264
Revenue$51,563$57,524$27,592
Expenses$56,062$65,070$81,469
Qualifying Distributions$44,430$54,623$69,839
Net Investment Income$40,963$45,770$17,095
Distributable Amount$48,393$42,406$45,092

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$32K$49K$65K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

KIDNEY FOUNDATION OF IND…$39K

Grant Size Distribution

5 grants across all recorded years

2<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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