Charles L Colbert Trust
EIN 816017071 Private FoundationTotal Given 2018–2024
$498K
7 grants · $71K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$72K
typical mid grants · $58K–$80K
grant size
100%
deep partner · 2/2 multi-year
repeat
$2.3M
Assets (2024)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $80K | $1.9M | $143K | 1 |
| 2020 | $70K | $1.9M | $95K | 1 |
| 2021 | $72K | $2.4M | $117K | 1 |
| 2022 | $80K | $2.0M | $122K | 1 |
| 2023 | $104K | $2.0M | $451K | 1 |
| 2024 | $92K | $2.3M | $542K | 2 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$46K
25th Pctl
$58K
Median
$72K
Average
$71K
75th Pctl
$80K
Maximum
$104K
Geographic Distribution
Officers & Directors
FT
First Federal Bank & Trust
Trustee
WN
Wells Fargo Bank Na
2 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
2 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| American Legion Post 2 | Helena, MT | $103,500 | GENERAL OPERATING | 2023 |
| American Legion Post 2 | Helena, MT | $80,000 | GENERAL OPERATING | 2022 |
| American Legion Post 2 | East Helena, MT | $80,000 | GENERAL OPERATING | 2018 |
| American Legion Post 2 | Helena, MT | $72,500 | GENERAL OPERATING | 2021 |
| American Legion Post 2 | East Helena, MT | $70,000 | GENERAL OPERATING | 2020 |
| American Legion Post 2 | Helena, MT | $46,000 | GENERAL OPERATING | 2024 |
| American Legion Post 2 | Helena, MT | $46,000 | GENERAL OPERATING | 2024 |
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