Marshall & Anne Barnes Educational Trust
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 grant totaling $940. Net investment income was $953.
Marshall & Anne Barnes Educational Trust at a glance
In short: Marshall & Anne Barnes Educational Trust gave $940 across 1 grant in 2025 (avg $940), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $940
- +2.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $940
- +2.5% vs 2024
- Median grant
- $940
- Total assets
- $21,745
- -0.9% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marshall & Anne Barnes Educational Trust funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Marshall & Anne Barnes Educational Trust gives
- Giving grew 39% from 2022 to 2025. Method
- In 2025 it paid out 92% 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 2020 to 2025, annual grant giving ranged from $575 (2023) to $1K (2021). In 2025 it made 1 grant totaling $940.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $940 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,745 | $734 | $1,807 | $940 | 1 | $940 | $953 | $1,021 |
| 2024 | $21,951 | $910 | $1,702 | $917 | 1 | $917 | $898 | $1,014 |
| 2023 | $21,956 | $865 | $1,280 | $575 | 1 | $575 | $860 | $1,012 |
| 2022 | $21,666 | $400 | $1,394 | $675 | 1 | $675 | $380 | $1,039 |
| 2021 | $21,941 | $1,488 | $1,760 | $1,118 | 1 | — | $1,473 | $1,049 |
| 2020 | $21,573 | $776 | $1,705 | $1,091 | 1 | — | $762 | $1,086 |
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.
Leadership & Key People
Officers and directors from IRS filings
Marshall & Anne Barnes Educational Trust is led by Ohio County Board Of Education, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Ohio County Board Of Education
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marshall & Anne Barnes Educational Trust
How much does Marshall & Anne Barnes Educational Trust give each year?
Marshall & Anne Barnes Educational Trust gave $940 across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $917 across 1 grant.
How large is Marshall & Anne Barnes Educational Trust?
Marshall & Anne Barnes Educational Trust reported $22K in total assets on its 2025 IRS Form 990-PF. It paid out $940 in qualifying distributions that year, against a required minimum of $1K (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 Marshall & Anne Barnes Educational Trust operate?
Marshall & Anne Barnes Educational Trust has awarded grants in Kentucky.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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