Helen S Barnes Tr for Baton Rouge Area
Helen S Barnes Tr for Baton Rouge Area is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $4.8M in total assets. In 2026, it awarded 1 grant totaling $329K. Net investment income was $385K.
Helen S Barnes Tr for Baton Rouge Area at a glance
In short: Helen S Barnes Tr for Baton Rouge Area gave $329K across 1 grant in 2026 (avg $329K), mostly in Louisiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $329,410
- +11.5% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $329,410
- +11.5% vs 2025
- Median grant
- $329,410
- Total assets
- $4,796,957
- +0.4% vs 2025
- Primary geography
- Louisiana (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Helen S Barnes Tr for Baton Rouge Area funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Baton Rouge Area Foundation ($329K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Helen S Barnes Tr for Baton Rouge Area gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 93% 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 2019 to 2026, annual grant giving ranged from $259K (2020) to $329K (2026). In 2026 it made 1 grant totaling $329K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baton Rouge Area Foundation Baton Rouge, LA | General | $329,410 |
Ready to take the next step with Helen S Barnes Tr for Baton Rouge Area?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,796,957 | $438,010 | $416,686 | $329,410 | 1 | $356,517 | $385,019 | $383,688 |
| 2025 | $4,775,631 | $369,853 | $374,593 | $295,338 | 1 | $320,643 | $316,643 | $354,715 |
| 2024 | $4,780,378 | $169,424 | $355,273 | $285,128 | 1 | $307,157 | $109,981 | $317,367 |
| 2023 | $4,977,901 | $214,527 | $390,604 | $326,949 | 1 | $345,401 | $173,614 | $303,580 |
| 2022 | $5,153,980 | $364,650 | $365,311 | $281,513 | 1 | $306,601 | $311,224 | $352,037 |
| 2021 | $5,154,653 | $359,764 | $335,868 | $272,140 | 1 | — | $313,952 | $301,393 |
| 2020 | $5,130,761 | $217,938 | $341,967 | $258,675 | 1 | — | $172,037 | $293,094 |
| 2019 | $5,254,790 | $792,385 | $338,182 | $268,185 | 1 | — | $754,340 | $279,493 |
Under IRS private-foundation payout rules, Helen S Barnes Tr for Baton Rouge Area reported a distributable amount of $384K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen S Barnes Tr for Baton Rouge Area's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).
Officers on the 2026 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$52K (2019) → $78K (2026)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2021) — Trustee
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $78K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Helen S Barnes Tr for Baton Rouge Area
How much does Helen S Barnes Tr for Baton Rouge Area give each year?
Helen S Barnes Tr for Baton Rouge Area gave $329K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $295K across 1 grant.
How large is Helen S Barnes Tr for Baton Rouge Area?
Helen S Barnes Tr for Baton Rouge Area reported $4.8M in total assets on its 2026 IRS Form 990-PF. It paid out $357K in qualifying distributions that year, against a required minimum of $384K (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 Helen S Barnes Tr for Baton Rouge Area operate?
Helen S Barnes Tr for Baton Rouge Area has awarded grants in Louisiana.
What is Helen S Barnes Tr for Baton Rouge Area's EIN?
Helen S Barnes Tr for Baton Rouge Area's EIN (Employer Identification Number) is 72-6092736. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 8, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Helen S Barnes Tr for Baton Rouge Area's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Humana Foundation Inc
Louisville, KY
Humana Foundation supports health equity and community-based efforts focused on healthy connections, nutrition, and reducing barriers to health, with a geographic emphasis on Kentucky, Florida, Louisiana, and Texas. Its 2024 filing lists one grant of $15,914,894, so the typical giving level is unclear; Connected Healthy Lives accepts proposals through an online process, while the Health Equity Innovation Fund is invitation-only.
Assets
$393.3M
Grants
1
Total Given
$15.9M
John W Barton Family Foundation
Baton Rouge, LA
To advance charitable education programs, the support of health-related activities, conservation and environmental activities, and religious organizations in the baton rouge area through a grant-making program.
Assets
$526K
Grants
0
Total Given
$18K
Milton J Womack Foundation
Birmingham, AL
Assets
$2.1M
Grants
1
Total Given
$85K
The Newton B Thomas Support Foundation
Baton Rouge, LA
Assets
$21.5M
Grants
1
Total Given
$411K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Bowsher Charitable Foundation
Baton Rouge, LA
Assets
$83K
Grants
2
Total Given
$35K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Helen S Barnes Tr for Baton Rouge Area's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Helen S Barnes Tr for Baton Rouge Area down — hundreds of funders to go?