Marshall & Anne Barnes Educational Trust

HARTFORD, KY EIN: 61-6154321

Marshall & Anne Barnes Educational Trust is a private foundation, based in HARTFORD, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $22K in total assets. In 2025, it awarded 1 grants totaling $940. Net investment income was $953.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$22K

-0.9% YoY

Annual Giving

$940

+2.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$940

+2.5% YoY

Under IRS private-foundation payout rules, Marshall & Anne Barnes Educational Trust reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

About Marshall & Anne Barnes Educational Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $4K (100%)

States

Kentucky

Cities

Beaver DamCentertown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$21,745	$21,951	$21,956
Revenue	$734	$910	$865
Expenses	$1,807	$1,702	$1,280
Qualifying Distributions	$940	$917	$575
Net Investment Income	$953	$898	$860
Distributable Amount	$1,021	$1,014	$1,012

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 Chloe Barnes ($940).

Recipient	Purpose	Amount
CHLOE BARNES BEAVER DAM, KY	SCHOLARSHIP	$940

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
OHIO COUNTY BOARD OF EDUCATION	TRUSTEE	—	—

Frequently Asked Questions

How large is Marshall & Anne Barnes Educational Trust?

As of 2025, Marshall & Anne Barnes Educational Trust holds $22K in total assets with $734 in annual revenue. It awarded 1 grants totaling $940 in 2025.

Where does Marshall & Anne Barnes Educational Trust operate?

Marshall & Anne Barnes Educational Trust has awarded grants in Kentucky.

What size grants does Marshall & Anne Barnes Educational Trust award?

In 2025, Marshall & Anne Barnes Educational Trust awarded 1 grants totaling $940 — an average of about $940 per grant, based on its IRS Form 990 filings.

How much is Marshall & Anne Barnes Educational Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marshall & Anne Barnes Educational Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marshall & Anne Barnes Educational Trust's EIN?

Marshall & Anne Barnes Educational Trust's EIN (Employer Identification Number) is 61-6154321. IRS Form 990 filing data is available on this page for 2020–2025.