Otis a & Margaret T Barnes Trust Xxxxx4003
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
Under IRS private-foundation payout rules, Otis a & Margaret T Barnes Trust Xxxxx4003 reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
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 Colorado College ($997,042).
| Recipient | Purpose | Amount |
|---|---|---|
| COLORADO COLLEGE COL SPRINGS, CO | GENERAL | $997,042 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Otis a & Margaret T Barnes Trust Xxxxx4003?
As of 2025, Otis a & Margaret T Barnes Trust Xxxxx4003 holds $16.0M in total assets with $1.4M in annual revenue. It awarded 1 grants totaling $997K in 2025.
Where does Otis a & Margaret T Barnes Trust Xxxxx4003 operate?
Otis a & Margaret T Barnes Trust Xxxxx4003 has awarded grants in Colorado.
What size grants does Otis a & Margaret T Barnes Trust Xxxxx4003 award?
In 2025, Otis a & Margaret T Barnes Trust Xxxxx4003 awarded 1 grants totaling $997K — an average of about $997K per grant, based on its IRS Form 990 filings.
How much is Otis a & Margaret T Barnes Trust Xxxxx4003 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Otis a & Margaret T Barnes Trust Xxxxx4003 reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Otis a & Margaret T Barnes Trust Xxxxx4003's EIN?
Otis a & Margaret T Barnes Trust Xxxxx4003's EIN (Employer Identification Number) is 84-6023466. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Otis a & Margaret T Barnes Trust Xxxxx4003's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.