Caroline L Oakes Charitable Trust Xxxxx2005
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
Under IRS private-foundation payout rules, Caroline L Oakes Charitable Trust Xxxxx2005 reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kidney Foundation of Indiana ($38,995).
| Recipient | Purpose | Amount |
|---|---|---|
| KIDNEY FOUNDATION OF INDIANA INDIANAPOLIS, IN | GENERAL | $38,995 |
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
Frequently Asked Questions
What is Caroline L Oakes Charitable Trust Xxxxx2005?
Caroline L Oakes Charitable Trust Xxxxx2005 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $618K in total assets as of 2024.
How large is Caroline L Oakes Charitable Trust Xxxxx2005?
As of 2024, Caroline L Oakes Charitable Trust Xxxxx2005 holds $618K in total assets with $52K in annual revenue. It awarded 1 grants totaling $39K in 2024.
Where does Caroline L Oakes Charitable Trust Xxxxx2005 operate?
Caroline L Oakes Charitable Trust Xxxxx2005 has awarded grants in Indiana.
What size grants does Caroline L Oakes Charitable Trust Xxxxx2005 award?
In 2024, Caroline L Oakes Charitable Trust Xxxxx2005 awarded 1 grants totaling $39K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Caroline L Oakes Charitable Trust Xxxxx2005 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caroline L Oakes Charitable Trust Xxxxx2005 reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caroline L Oakes Charitable Trust Xxxxx2005's EIN?
Caroline L Oakes Charitable Trust Xxxxx2005's EIN (Employer Identification Number) is 35-6354993. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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