Helen Lowe Colby Charitable Fnd
Helen Lowe Colby Charitable Fnd is a private foundation, 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.
Helen Lowe Colby Charitable Fnd at a glance
In short: Helen Lowe Colby Charitable Fnd gave $74K across 4 grants in 2025 (avg $19K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $74,000
- +4.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $18,500
- +4.5% vs 2024
- Median grant
- $18,500
- Total assets
- $1,304,734
- +1.6% vs 2024
- Primary geography
- Utah (75% 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 Helen Lowe Colby Charitable Fnd funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was American Heart Association ($19K). Together the top 4 received $74K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 12 grants of 16 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Helen Lowe Colby Charitable Fnd gives
- Giving fell 67% 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 2022 to 2025, annual grant giving ranged from $68K (2023) to $223K (2022). In 2025 it made 4 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $1,304,734 | $104,297 | $88,513 | $74,000 | 4 | $75,250 | $92,212 | $80,985 |
| 2024 | $1,284,458 | $96,652 | $83,922 | $70,800 | 4 | $72,050 | $84,780 | $75,185 |
| 2023 | $1,272,114 | $57,903 | $83,959 | $68,000 | 4 | $69,250 | $45,960 | $72,847 |
| 2022 | $1,299,085 | $146,711 | $237,037 | $222,552 | 4 | $223,792 | $135,157 | $87,290 |
| 2021 | $1,389,645 | $106,654 | $13,586 | — | — | — | $95,267 | $116,367 |
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.
Leadership & Key People
Officers and directors from IRS filings
Helen Lowe Colby Charitable Fnd's only listed officer is Principal Bank - PCS TAX, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Principal Bank - PCS TAX
Trustee
On filings since 2022
1 hr/week
$12K (2022) → $13K (2025)
Former officers (1)
- Former: Wells Fargo Bank N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $13K, to Principal Bank - PCS Tax (Trustee).
Frequently asked questions about Helen Lowe Colby Charitable Fnd
How much does Helen Lowe Colby Charitable Fnd give each year?
Helen Lowe Colby Charitable Fnd gave $74K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $71K across 4 grants.
What is Helen Lowe Colby Charitable Fnd's typical grant size?
Helen Lowe Colby Charitable Fnd's median grant in 2025 was $18,500, and its average grant was $18,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does Helen Lowe Colby Charitable Fnd give grants?
Helen Lowe Colby Charitable Fnd gives mostly in Utah: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (25%). The most frequent recipient cities were Salt Lake City, UT (2 grants).
Does Helen Lowe Colby Charitable Fnd give general operating support?
Yes: 100% of Helen Lowe Colby Charitable Fnd's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen Lowe Colby Charitable Fnd?
Helen Lowe Colby Charitable Fnd reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $81K (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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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