Charitable Foundation of the Estate of Helen J Wallace
Charitable Foundation of the Estate of Helen J Wallace is a private foundation, based in Golden, CO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $66K in total assets. In 2025, it awarded 4 grants totaling $4K. Net investment income was $126.
Charitable Foundation of the Estate of Helen J Wallace at a glance
In short: Charitable Foundation of the Estate of Helen J Wallace gave $4K across 4 grants in 2025 (avg $926.25), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,705
- +23.5% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $926
- -7.4% vs 2024
- Median grant
- $750
- Total assets
- $65,760
- -7.7% vs 2024
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charitable Foundation of the Estate of Helen J Wallace funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was University of Colo Fndtn ($2K). Together the top 4 received $4K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Charitable Foundation of the Estate of Helen J Wallace gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2024) to $8K (2020). In 2025 it made 4 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Colo Fndtn Denver, CO | Greenhouses - Ecology & Bio | $1,750 |
| Food Bank of the Rockies Aurora, CO | Fighting Hunger Co & WY | $1,000 |
| Energy Outreach Colorado Denver, CO | Increase Energy Accessability | $500 |
| Habitat for Humanity of St Vrain VA Longmont, CO | Local Aid Low Income Housing | $455 |
Ready to take the next step with Charitable Foundation of the Estate of Helen J Wallace?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $65,760 | $-750 | $4,700 | $3,705 | 4 | $3,705 | $126 | $3,508 |
| 2024 | $71,210 | $666 | $3,048 | $3,000 | 3 | $3,000 | $659 | $3,691 |
| 2023 | $73,592 | $-1,101 | $10,181 | $5,000 | 7 | $5,712 | $410 | $4,184 |
| 2022 | $84,874 | $-4,429 | $13,644 | $5,000 | 6 | $5,775 | $1,356 | $4,989 |
| 2021 | $102,947 | $71 | $5,875 | $5,000 | 3 | $5,000 | $1,841 | $5,605 |
| 2020 | $108,751 | $-359 | $13,139 | $8,250 | 7 | — | — | $6,032 |
Under IRS private-foundation payout rules, Charitable Foundation of the Estate of Helen J Wallace reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charitable Foundation of the Estate of Helen J Wallace is led by P. James Wallace Jr., Director & President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
P. James Wallace Jr.
Director & President
On filings since 2020
0.8 hrs/week
$4K (2020) → $0 (2025)
Jan Fargo
Director & V
On filings since 2022
0.2 hrs/week
No compensation reported
Former officers (1)
- Former: Rodger D. Harper (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $4K, to P James Wallace Jr (Director, PR).
Frequently asked questions about Charitable Foundation of the Estate of Helen J Wallace
How much does Charitable Foundation of the Estate of Helen J Wallace give each year?
Charitable Foundation of the Estate of Helen J Wallace gave $4K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 3 grants.
What is Charitable Foundation of the Estate of Helen J Wallace's typical grant size?
Charitable Foundation of the Estate of Helen J Wallace's median grant in 2025 was $750, and its average grant was $926, across 4 grants on its 2025 IRS Form 990-PF.
Where does Charitable Foundation of the Estate of Helen J Wallace give grants?
Charitable Foundation of the Estate of Helen J Wallace gives mostly in Colorado: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (2 grants).
Does Charitable Foundation of the Estate of Helen J Wallace give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Charitable Foundation of the Estate of Helen J Wallace's 2025 IRS Form 990-PF were described as general or operating support.
How large is Charitable Foundation of the Estate of Helen J Wallace?
Charitable Foundation of the Estate of Helen J Wallace reported $66K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What is Charitable Foundation of the Estate of Helen J Wallace's EIN?
Charitable Foundation of the Estate of Helen J Wallace's EIN (Employer Identification Number) is 27-1557083. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Charitable Foundation of the Estate of Helen J Wallace's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Western Union Foundation
Denver, CO
The Western Union Foundation, which closed at the end of 2025, funded workforce readiness, education, job creation, and economic opportunity programs, including support for migrants and displaced people. Its 2024 grants ranged from $50,000 to $500,000, with a median of about $125,000, and went to organizations in multiple U.S. states and around the world. It accepted only requests from preselected organizations and did not accept unsolicited applications.
Assets
$1.9M
Grants
21
Total Given
$3.9M
Gary Philanthropy
Denver, CO
Gary Philanthropy supports long-term opportunities for Colorado children and families, including early childhood, education, youth well-being, economic mobility, and family wealth building, with a focus on lower-income communities and four Denver-area counties. Recent annual grant totals were about $5.6 million to $8.6 million, but typical award sizes are not stated; one listed opportunity offers up to $40,000. It accepts only requests from preselected organizations and does not accept unsolicited funding requests.
Assets
$191.2M
Grants
1
Total Given
$5.6M
LLB Corporation
Denver, CO
LLB Corporation supports charitable organizations in areas including food security, children’s health, youth, education, family services, and home energy assistance, primarily in Colorado, with some funding in Tennessee. Its 2025 grants ranged from $500 to $15,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$972K
Grants
15
Total Given
$88K
Gross Family Foundation Inc
Vail, CO
The Gross Family Foundation supports preselected charitable organizations in areas including community services, education, food assistance, and environmental resilience, primarily in Colorado, with some grants in other states. Its 2025 grants ranged from $500 to $40,000, with a median of $2,500. It does not accept unsolicited funding requests.
Assets
$908K
Grants
16
Total Given
$95K
LPL Financial Foundation Inc
Boston, MA
Assets
$7.8M
Grants
55
Total Given
$2.3M
The Paula and William Bernstein Family
Denver, CO
In 2025, the foundation funded education, religion, cultural arts, medical organizations, and civic and community initiatives, with most grants going to Massachusetts, Colorado, and Minnesota. Grants ranged from $100 to $500,000, with a median of $1,000. It supports only preselected organizations and does not accept unsolicited requests.
Assets
$9.1M
Grants
82
Total Given
$1.1M
More similar funders
More Funders in Colorado
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charitable Foundation of the Estate of Helen J Wallace's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charitable Foundation of the Estate of Helen J Wallace down — hundreds of funders to go?