Charles L Colbert Trust
Charles L Colbert Trust is a private foundation, based in SHERIDAN, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 2 grants totaling $92K. Net investment income was $513K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
+23.7% YoY
Annual Giving
$92K
-11.1% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$46K
-55.6% YoY
Under IRS private-foundation payout rules, Charles L Colbert Trust reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles L Colbert Trust
Based on IRS filings
Charles L Colbert Trust is a private foundation, based in SHERIDAN, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 2 grants totaling $92K. Net investment income was $513K.
Ready to take the next step with Charles L Colbert Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,137,625 | $1,728,570 | $1,416,427 |
| Revenue | $541,855 | $451,204 | $122,312 |
| Expenses | $133,296 | $139,148 | $115,893 |
| Qualifying Distributions | $95,891 | $107,656 | $84,253 |
| Net Investment Income | $513,415 | $421,000 | $91,765 |
| Distributable Amount | $101,052 | $95,774 | $107,456 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Legion Post 2 ($46,000), American Legion Post 2 ($46,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN LEGION POST 2 HELENA, MT | GENERAL OPERATING | $46,000 |
| AMERICAN LEGION POST 2 HELENA, MT | GENERAL OPERATING | $46,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Charles L Colbert Trust?
As of 2024, Charles L Colbert Trust holds $2.1M in total assets with $542K in annual revenue. It awarded 2 grants totaling $92K in 2024.
Where does Charles L Colbert Trust operate?
Charles L Colbert Trust has awarded grants in Montana.
What size grants does Charles L Colbert Trust award?
In 2024, Charles L Colbert Trust awarded 2 grants totaling $92K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Charles L Colbert Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles L Colbert Trust reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles L Colbert Trust's EIN?
Charles L Colbert Trust's EIN (Employer Identification Number) is 81-6017071. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles L Colbert Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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