Charitable Foundation of the Estate
GOLDEN, CO EIN: 27-1557083
Financial Overview
From 2024 IRS Form 990-PF
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
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Charitable Foundation of the Estate fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Colorado $21K (80%)
Virginia $3K (10%)
New York $2K (8%)
Arkansas $500 (2%)
Cities
ArlingtonBrightonDenverIthicaLittle RockLongmontNew York
Data last updated March 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
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry