Otis a & Margaret T Barnes Trust Xxxxx4003

CHICAGO, IL EIN: 84-6023466

Otis a & Margaret T Barnes Trust Xxxxx4003 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $16.0M in total assets. In 2025, it awarded 1 grants totaling $997K. Net investment income was $1.3M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$16.0M

+1.5% YoY

Annual Giving

$997K

+10.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$997K

+10.4% YoY

About Otis a & Margaret T Barnes Trust Xxxxx4003

Based on IRS filings

Otis a & Margaret T Barnes Trust Xxxxx4003 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $16.0M in total assets. In 2025, it awarded 1 grants totaling $997K. Net investment income was $1.3M.

Ready to take the next step with Otis a & Margaret T Barnes Trust Xxxxx4003?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Col SpringsColorado Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$398K$795K$1M$2M20212022202320242025
Metric202520242023
Total Assets$16,048,197$15,808,039$16,344,448
Revenue$1,391,817$538,097$917,679
Expenses$1,162,792$1,050,372$1,197,686
Qualifying Distributions$1,043,352$944,933$1,085,067
Net Investment Income$1,291,817$421,716$818,631
Distributable Amount$1,145,976$1,038,729$943,277

Giving Over Time

Total grant dollars and number of grants per year

$0$261K$523K$784K$1M1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

COLORADO COLLEGE$997K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K4$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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