Caroline L Oakes Charitable Trust Xxxxx2005
EIN 356354993
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2017–2023
$340K
6 grants · $49K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$57K
typical mid grants · $53K–$59K
grant size
100%
deep partner · 1/1 multi-year
repeat
$924K
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $52K | $965K | $59K | 1 |
| 2018 | $58K | $828K | $69K | 1 |
| 2020 | $57K | $979K | $37K | 1 |
| 2021 | $59K | $1.1M | $65K | 1 |
| 2022 | $65K | $831K | $28K | 1 |
| 2023 | $50K | $924K | $58K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$50K
25th Pctl
$53K
Median
$57K
Average
$57K
75th Pctl
$59K
Maximum
$65K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Kidney Foundation of Indiana | Indianapolis, IN | $64,748 | GENERAL | 2022 |
| Kidney Foundation of Indiana | Indianapolis, IN | $58,733 | GENERAL | 2021 |
| Kidney Foundation of Indiana | Indianapolis, IN | $57,897 | GENERAL | 2018 |
| Kidney Foundation of Indiana | Indianapolis, IN | $56,719 | GENERAL | 2020 |
| Kidney Foundation of Indiana | Indianapolis, IN | $52,162 | GENERAL | 2017 |
| Kidney Foundation of Indiana | Indianapolis, IN | $49,851 | GENERAL | 2023 |