Caroline L Oakes Charitable Trust Xxxxx2005
CHICAGO, IL EIN: 35-6354993
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Caroline L Oakes Charitable Trust Xxxxx2005 fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $319K (100%)
States
Cities
Indianapolis
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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