Charles L Colbert Trust
Charles L Colbert Trust is a private foundation, based in Sheridan, WY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 1 grant totaling $97K. Net investment income was $113K.
Charles L Colbert Trust at a glance
In short: Charles L Colbert Trust gave $97K across 1 grant in 2025 (avg $97K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $97,000
- +5.4% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $97,000
- +110.9% vs 2024
- Median grant
- $97,000
- Total assets
- $2,137,508
- -0.0% vs 2024
- Primary geography
- Montana (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 Charles L Colbert Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Legion Post 2 ($97K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles L Colbert Trust gives
- Giving grew 21% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $70K (2019) to $104K (2023). In 2025 it made 1 grant totaling $97K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Legion Post 2 Helena, MT | General Operating | $97,000 |
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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 | $2,137,508 | $131,514 | $131,458 | $97,000 | 1 | $103,034 | $113,019 | $110,881 |
| 2024 | $2,137,625 | $541,855 | $133,296 | $92,000 | 2 | $95,891 | $513,415 | $101,052 |
| 2023 | $1,728,570 | $451,204 | $139,148 | $103,500 | 1 | $107,656 | $421,000 | $95,774 |
| 2022 | $1,416,427 | $122,312 | $115,893 | $80,000 | 1 | $84,253 | $91,765 | $107,456 |
| 2021 | $1,409,731 | $116,646 | $109,283 | $72,500 | 1 | — | $90,744 | $111,486 |
| 2020 | $1,402,627 | $94,784 | $101,629 | $70,000 | 1 | — | $71,449 | $95,344 |
| 2019 | $1,409,557 | $81,702 | $104,233 | $70,000 | 1 | — | $58,945 | $95,472 |
Under IRS private-foundation payout rules, Charles L Colbert Trust reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles L Colbert Trust's only listed officer is First Federal Bank & Trust Torrey A Fleming Trust Officer, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Federal Bank & Trust Torrey A Fleming Trust Officer
Trustee
On filings since 2024
2 hrs/week
$9K (2025)
Former officers (2)
- Former: Wells Fargo Bank NA (2019–2024) — Trustee
- Former: Wells Fargo Bank N A (2020–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to First Federal Bank & Trust Torrey a Fleming Trust Officer (Trustee).
Frequently asked questions about Charles L Colbert Trust
How much does Charles L Colbert Trust give each year?
Charles L Colbert Trust gave $97K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 2 grants.
How large is Charles L Colbert Trust?
Charles L Colbert Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $111K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Charles L Colbert Trust operate?
Charles L Colbert Trust has awarded grants in Montana.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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