Nonprofit · EIN 87-6197074
HELEN LOWE COLBY CHARITABLE FOUNDATION
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $104,297 | $88,513 | $15,784 | $1,304,734 | $0 | $1,304,734 |
| May 31, 2024 | 990-PF | $96,652 | $83,922 | $12,730 | $1,284,458 | $0 | $1,284,458 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $46,036
- Net gain from sales of assets
- $57,536
- Other income
- $725
Expenses
- Grants and similar amounts paid
- $74,000
- Compensation of officers, directors and key employees
- $12,500
- Disbursements for charitable purposes
- $75,250
- Excise tax on investment income
- $1,282
Balance sheet and other
- Total assets, start of year
- $1,284,458
- Total assets, end of year
- $1,304,734
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,304,734
- Fair market value of assets
- $1,657,850
- Qualifying distributions
- $75,250
- Net investment income
- $104,297
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX PO BOX 10316, DES MOINES, IA 50306 | TRUSTEE | 1 | $12,500 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX PO BOX 10316, DES MOINES, IA 50306 | TRUSTEE | 1 | $12,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % PRINCIPAL FINANCIAL
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-6197074
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,304,734
- Income (IRS master file)
- $314,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $104,297 | $88,513 | $1,304,734 | XML |
| 990-PF | May 2024 | $96,652 | $83,922 | $1,284,458 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-6197074).
Questions about HELEN LOWE COLBY CHARITABLE FOUNDATION
- What is the EIN of HELEN LOWE COLBY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of HELEN LOWE COLBY CHARITABLE FOUNDATION is 87-6197074.
- Is HELEN LOWE COLBY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to HELEN LOWE COLBY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN LOWE COLBY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN LOWE COLBY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN LOWE COLBY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of HELEN LOWE COLBY CHARITABLE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,500 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does HELEN LOWE COLBY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $104,297, expenses of $88,513 and total assets of $1,304,734 at year end.
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