Helen S Barnes Tr for Baton Rouge Area

CHICAGO, IL EIN: 72-6092736

Helen S Barnes Tr for Baton Rouge Area is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 1 grants totaling $295K. Net investment income was $317K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.8M

-0.1% YoY

Annual Giving

$295K

+3.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$295K

+3.6% YoY

Under IRS private-foundation payout rules, Helen S Barnes Tr for Baton Rouge Area reported a distributable amount of $355K for 2025 — the minimum it must pay out in qualifying distributions.

About Helen S Barnes Tr for Baton Rouge Area

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $1.5M (100%)

States

Louisiana

Cities

Baton Rouge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$4,775,631	$4,780,378	$4,977,901
Revenue	$369,853	$169,424	$214,527
Expenses	$374,593	$355,273	$390,604
Qualifying Distributions	$320,643	$307,157	$345,401
Net Investment Income	$316,643	$109,981	$173,614
Distributable Amount	$354,715	$317,367	$303,580

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Baton Rouge Area Foundation ($295,338).

Recipient	Purpose	Amount
BATON ROUGE AREA FOUNDATION BATON ROUGE, LA	GENERAL	$295,338

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen S Barnes Tr for Baton Rouge Area?

Helen S Barnes Tr for Baton Rouge Area is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $4.8M in total assets as of 2025.

How large is Helen S Barnes Tr for Baton Rouge Area?

As of 2025, Helen S Barnes Tr for Baton Rouge Area holds $4.8M in total assets with $370K in annual revenue. It awarded 1 grants totaling $295K in 2025.

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 size grants does Helen S Barnes Tr for Baton Rouge Area award?

In 2025, Helen S Barnes Tr for Baton Rouge Area awarded 1 grants totaling $295K — an average of about $295K per grant, based on its IRS Form 990 filings.

How much is Helen S Barnes Tr for Baton Rouge Area required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen S Barnes Tr for Baton Rouge Area reported a distributable amount of $355K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2025.