DENVER, CO
Colorado Trust
Quick Facts
- EIN
- 840994055
- Location
- DENVER, CO
- Category
- Philanthropy & Grantmaking
- Total Assets
- $548M
- Annual Income
- $130.3M
- IRS Ruling Year
- 1985
- Organization Type
- Corporation
- Principal Officer
- % The Colorado Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
Colorado Trust is a private corporation based in DENVER, CO. The foundation received its IRS ruling in 1985. The principal officer is % The Colorado Trust. It holds total assets of $548M. Annual income is reported at $130.3M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$43.4M
2023+11%
Total Assets
$531.4M
2023+1%
Fair Market Value
$531.4M
2023
Net Worth
$523.5M
2023
Grants Paid
$20.7M
2023
Contributions
$0
2023
Net Investment Income
$19.2M
2023
Distribution Amount
$24.8M
2023
Total Giving by Year
$12.3M
11$16.7M
12$12.2M
13$19.9M
14$18.9M
15$20.6M
19$28.6M
20$36.1M
21$39M
22$43.4M
23Asset Growth
$379.1M
11$413.8M
12$454.6M
13$458.9M
14$440.1M
15$525.6M
19$560.2M
20$617.2M
21$527.8M
22$531.4M
23Investment Portfolio (2023)
Total: $267.2M
Corporate Stock: $46.8M
Government Obligations: $220.5M
Other Investments: $220.7M
Cash: $309K
Corporate Stock (10%)
Government Obligations (45%)
Other Investments (45%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$20.7M
Pension & Benefits$1.2M
Occupancy$990K
Officer Compensation$963K
Travel & Conferences$620K
Printing & Publications$325K
Depreciation$212K
Accounting Fees$112K
Legal Fees$110K
Revenue Sources (2023)
- Capital Gains (Net)
- $24.5M
- Dividends
- $2.7M
- Other Income
- $1.1M
Financial Details (2023)
- Total Revenue
- $28.4M
- Total Expenses
- $43.4M
- Exempt Purpose Expenses
- $30.6M
- Required Distribution
- $24.8M
- Undistributed Income
- $0
- Grants Approved (Future)
- $5.8M
- Total Liabilities
- $7.9M
- Excise Tax
- $267K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
2
Total Giving
$15.4M
Average Grant
$7.7M
Median Grant
$7.7M
Grant Range
Min$1K
Max$15.4M
Median: $7.7M
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
CO: $15.4M (2)
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
CO$15.4M (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Detail Of RecipientsSee Detailed Attachment | Denver, CO | $15.4M | 2021 |
| Charitable Contribution From Pass Through EntitiesGENERAL SUPPORT | Denver, CO | $1K | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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