OTIS a & Margaret T. Barnes Trust Xxxxx4003
EIN 846023466 Private FoundationTotal Given 2019–2024
$4.7M
5 grants · $776K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$903K
typical big bets · $884K–$954K
grant size
100%
deep partner · 1/1 multi-year
repeat
$22.5M
Assets (2024)
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 |
|---|---|---|---|---|
| 2019 | $884K | $18.5M | $1.5M | 1 |
| 2020 | N/A | $17.9M | $430K | N/A |
| 2021 | $867K | $22.5M | $1.4M | 1 |
| 2022 | $954K | $18.9M | $1.2M | 1 |
| 2023 | $1.0M | $20.2M | $918K | 1 |
| 2024 | $903K | $22.5M | $538K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$867K
25th Pctl
$884K
Median
$903K
Average
$931K
75th Pctl
$954K
Maximum
$1.0M
Geographic Distribution
Officers & Directors
JN
Jpmorgan Chase Bank NA
2 yrs
Trustee
JN
Jpmorgan Chase Bank NA
2 yrs
Trustee
JN
JP Morgan Chase Bank NA
3 yrs
Trustee
JN
JP Morgan Chase Bank NA
3 yrs
Trustee
JN
JP Morgan Chase Bank NA
3 yrs
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Colorado College | Colorado Springs, CO | $1,045,036 | GENERAL | 2023 |
| Colorado College | Colorado Springs, CO | $954,439 | GENERAL | 2022 |
| Colorado College | Colorado Springs, CO | $903,246 | GENERAL | 2024 |
| Colorado College | Colorado Springs, CO | $884,449 | GENERAL | 2019 |
| Colorado College | Colorado Springs, CO | $867,447 | GENERAL | 2021 |
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