Charles L Colbert Trust

Foundation · Grantmaker SHERIDAN, WY EIN: 81-6017071

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $418K (100%)

States

Montana

Cities

East HelenaHelena

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.