Charitable Foundation of the Estate
Charitable Foundation of the Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOLDEN, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $71K in total assets. In 2024, it awarded 3 grants totaling $3K. Net investment income was $659.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$71K
-3.2% YoY
Annual Giving
$3K
-40.0% YoY
Grant Count
3
-57.1% YoY
Avg Grant Size
$1K
+40.0% YoY
Under IRS private-foundation payout rules, Charitable Foundation of the Estate reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
About Charitable Foundation of the Estate
Based on IRS filings
Charitable Foundation of the Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOLDEN, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $71K in total assets. In 2024, it awarded 3 grants totaling $3K. Net investment income was $659.
Focus Areas
Ready to take the next step with Charitable Foundation of the Estate?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $71,210 | $73,592 | $84,874 |
| Revenue | $666 | $-1,101 | $-4,429 |
| Expenses | $3,048 | $10,181 | $13,644 |
| Qualifying Distributions | $3,000 | $5,712 | $5,775 |
| Net Investment Income | $659 | $410 | $1,356 |
| Distributable Amount | $3,691 | $4,184 | $4,989 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Colo Fndtn ($1,750), Food Bank of the Rockies ($750), Habitat for Humanity of St Vrain Va ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF COLO FNDTN DENVER, CO | GREENHOUSES - ECOLOGY & BIO | $1,750 |
| FOOD BANK OF THE ROCKIES DENVER, CO | FIGHTING HUNGER CO & WY | $750 |
| HABITAT FOR HUMANITY OF ST VRAIN VA LONGMONT, CO | LOCAL AID LOW INCOME HOUSING | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| P JAMES WALLACE JR | DIRECTOR, PR | 0.65 | — |
| JAN FARGO | DIRECTOR & V | 0.19 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charitable Foundation of the Estate?
Charitable Foundation of the Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOLDEN, CO. It holds $71K in total assets as of 2024.
How large is Charitable Foundation of the Estate?
As of 2024, Charitable Foundation of the Estate holds $71K in total assets with $666 in annual revenue. It awarded 3 grants totaling $3K in 2024.
Where does Charitable Foundation of the Estate operate?
Charitable Foundation of the Estate has awarded grants in Arkansas, Colorado, New York, Virginia.
What size grants does Charitable Foundation of the Estate award?
In 2024, Charitable Foundation of the Estate awarded 3 grants totaling $3K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Charitable Foundation of the Estate required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Foundation of the Estate reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charitable Foundation of the Estate's EIN?
Charitable Foundation of the Estate's EIN (Employer Identification Number) is 27-1557083. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charitable Foundation of the Estate's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Colorado Gives Foundation
ARVADA, CO
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
The Paula and William Bernstein Family
DENVER, CO
Assets
$9.2M
Grants
86
Total Given
$1.2M
Gross Family Foundation Inc
VAIL, CO
Assets
—
Grants
13
Total Given
$66K
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Impactassetsinc
BETHESDA, MD
Assets
$3.0B
Grants
2,733
Total Given
$580.1M
Baker Hughes Foundation
HOUSTON, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Stellar Solutions Foundation
LOS ALTOS, CA
Assets
$1.2M
Grants
242
Total Given
$239K
The Janus Henderson Foundation
DENVER, CO
Assets
$3.7M
Grants
336
Total Given
$1.4M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Xcel Energy Foundation
MINNEAPOLIS, MN
Assets
—
Grants
1,820
Total Given
$7.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Charitable Foundation of the Estate on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Charitable Foundation of the Estate to a real strategy.