Columbia Term Charitable Trust
Columbia Term Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $406K in total assets. In 2025, it awarded 6 grants totaling $20K. Net investment income was $42K.
Columbia Term Charitable Trust at a glance
In short: Columbia Term Charitable Trust gave $20K across 6 grants in 2025 (avg $3K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- +0.0% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $3,333
- +0.0% vs 2024
- Median grant
- $3,000
- Total assets
- $406,150
- +5.4% vs 2024
- Primary geography
- Missouri (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Columbia Term Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Kirkwood Historical Society ($8K). Together the top 6 received $20K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Columbia Term Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 89% 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 $18K (2023) to $26K (2020). In 2025 it made 6 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kirkwood Historical Society Kirkwood, MO | Unrestrcted General Support | $8,000 |
| Venice Theatre Venice, FL | Unrestricted General | $3,000 |
| All Hands Volunteers Mattapoisett, MA | Unrestricted General | $3,000 |
| Kirk Care Inc Kirkwood, MO | Unrestricted General | $3,000 |
| Wings of Hope Inc Chesterfield, MO | Unrestricted General | $2,000 |
| City of Kirkwood Kirkwood, MO | Unrestricted General | $1,000 |
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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 | $406,150 | $44,488 | $23,848 | $20,000 | 6 | $20,963 | $42,388 | $23,600 |
| 2024 | $385,411 | $41,003 | $23,100 | $20,000 | 6 | $20,919 | $38,618 | $21,951 |
| 2023 | $367,892 | $12,314 | $20,654 | $18,000 | 5 | $18,857 | $9,345 | $20,048 |
| 2022 | $376,370 | $-10,225 | $25,649 | $21,000 | 4 | $21,874 | $5,985 | $20,513 |
| 2021 | $412,208 | $87,200 | $25,530 | $22,000 | 5 | $22,932 | $84,807 | $22,539 |
| 2020 | $350,071 | $30,281 | $28,403 | $26,000 | 3 | — | $28,460 | $19,428 |
| 2019 | $348,225 | $20,652 | $26,780 | $24,000 | 3 | — | $20,178 | $19,447 |
Under IRS private-foundation payout rules, Columbia Term Charitable Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Columbia Term Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — 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 $2K, to Bank of America (Trustee).
Frequently asked questions about Columbia Term Charitable Trust
How much does Columbia Term Charitable Trust give each year?
Columbia Term Charitable Trust gave $20K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 6 grants.
What is Columbia Term Charitable Trust's typical grant size?
Columbia Term Charitable Trust's median grant in 2025 was $3,000, and its average grant was $3,333, across 6 grants on its 2025 IRS Form 990-PF.
Where does Columbia Term Charitable Trust give grants?
Columbia Term Charitable Trust gives mostly in Missouri: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (15%) and Massachusetts (15%). The most frequent recipient cities were Kirkwood, MO (3 grants).
Does Columbia Term Charitable Trust give general operating support?
Yes: 100% of Columbia Term Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Columbia Term Charitable Trust's largest grantees?
Columbia Term Charitable Trust's largest 2025 grantees include Kirkwood Historical Society ($8,000), Venice Theatre ($3,000) and All Hands Volunteers ($3,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Columbia Term Charitable Trust?
Columbia Term Charitable Trust reported $406K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $24K (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.
What is Columbia Term Charitable Trust's EIN?
Columbia Term Charitable Trust's EIN (Employer Identification Number) is 43-6023141. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 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 April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Columbia Term Charitable Trust's focus areas in our free grants database
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