Helen Lowe Colby Charitable Fnd

DES MOINES, IA EIN: 87-6197074

Helen Lowe Colby Charitable Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DES MOINES, IA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 4 grants totaling $74K. Net investment income was $92K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+1.6% YoY

Annual Giving

$74K

+4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+4.5% YoY

Under IRS private-foundation payout rules, Helen Lowe Colby Charitable Fnd reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.

About Helen Lowe Colby Charitable Fnd

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Utah $331K (76%)

Oklahoma $104K (24%)

States

Oklahoma Utah

Cities

BountifulOklahoma CitySalt Lake City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,304,734	$1,284,458	$1,272,114
Revenue	$104,297	$96,652	$57,903
Expenses	$88,513	$83,922	$83,959
Qualifying Distributions	$75,250	$72,050	$69,250
Net Investment Income	$92,212	$84,780	$45,960
Distributable Amount	$80,985	$75,185	$72,847

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include American Heart Association ($18,500), American Cancer Society ($18,500), University of Utah Medical Center ($18,500).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION SALT LAKE CITY, UT	GENERAL OPERATING	$18,500
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK	GENERAL OPERATING	$18,500
UNIVERSITY OF UTAH MEDICAL CENTER SALT LAKE CITY, UT	GENERAL OPERATING	$18,500
NATIONAL FED OF THE BLIND OF UTAH BOUNTIFUL, UT	GENERAL OPERATING	$18,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PRINCIPAL BANK - PCS TAX	TRUSTEE	1	$12,500

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen Lowe Colby Charitable Fnd?

Helen Lowe Colby Charitable Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DES MOINES, IA. It holds $1.3M in total assets as of 2025.

How large is Helen Lowe Colby Charitable Fnd?

As of 2025, Helen Lowe Colby Charitable Fnd holds $1.3M in total assets with $104K in annual revenue. It awarded 4 grants totaling $74K in 2025.

Where does Helen Lowe Colby Charitable Fnd operate?

Helen Lowe Colby Charitable Fnd has awarded grants in Oklahoma, Utah.

What size grants does Helen Lowe Colby Charitable Fnd award?

In 2025, Helen Lowe Colby Charitable Fnd awarded 4 grants totaling $74K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Helen Lowe Colby Charitable Fnd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen Lowe Colby Charitable Fnd reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Lowe Colby Charitable Fnd's EIN?

Helen Lowe Colby Charitable Fnd's EIN (Employer Identification Number) is 87-6197074. IRS Form 990 filing data is available on this page for 2021–2025.