Colorado Trust
- Assets
- $0.0
- Revenue
- $33.3m
- Investments
- $546.7m
- Employees
- 0
- Location
- Denver, CO
- Founding
- 10/1985
- Data as of
- 12/2020
- EIN
- 84-0994055
Organization Overview
Colorado Trust is located in Denver, CO. The organization was established in 1985. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Colorado Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Colorado Trust generated $33.3m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $28.6m during the year ending 12/2020. While expenses have increased by 14.8% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Colorado Trust has awarded 803 individual grants totaling $51,735,319. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce N Calonge MD President & CEO | 40 | $691,633 | |
Danielle R Shoots Vice President And CFO | 40 | $357,059 | |
Nancy Csuti Dir Of Research/eval | 40 | $163,949 | |
Jullian Kesner Dir Of Communication | 40 | $154,367 | |
Tera Wick Regional Manager | 40 | $142,508 | |
Carolyn Homer Controller | 40 | $141,055 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Transformative Alliances Llc | 12/30/21 | $376,125 |
Nepc Llc | 12/30/21 | $295,347 |
Teal Media | 12/30/21 | $169,000 |
Community Science Inc | 12/30/21 | $521,062 |
Dickerson Consulting Llc | 12/30/21 | $321,750 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,424,315 |
| Profit on Inventory Sales | $0 |
| Other Income | $204,389 |
| Total Revenue | $33,250,092 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $968,626 |
| Pension plans, employee benefits | $1,238,244 |
| Depreciation | $90,797 |
| Occupancy | $953,018 |
| Travel, conferences, and meetings | $393,526 |
| Printing and publications | $20,295 |
| Total operating and administrative expenses | $12,892,882 |
| Contributions, gifts, grants paid | $15,736,318 |
| Total expenses and disbursements | $28,629,200 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $530,766 |
| Investments—mortgage loans | $0 |
| Investments—other | $242,516,154 |
| Other assets | $8,214,898 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $538,562 |
Grants Awarded
Over the last fiscal year, Colorado Trust has awarded $15,440,346 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SEE DETAIL OF RECIPIENTS PURPOSE: SEE DETAILED ATTACHMENT | $15,439,288 |
CHARITABLE CONTRIBUTION FROM PASS THROUGH ENTITIES PURPOSE: GENERAL SUPPORT | $1,058 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Colorado Trust has recieved totaling $66,700.
| Awarding Organization | Amount |
|---|---|
The Colorado Health Foundation Denver, CO PURPOSE: CHAMPION HEALTH EQUITY | $60,000 |
Denver Foundation Denver, CO PURPOSE: GENERAL OPERATING SUPPORT | $6,700 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Charter Fund Inc Broomfield, CO | $606,047,129 | $251,921,544 |
Anschutz Foundation Denver, CO | $0 | $131,519,142 |
Community Finance Corporation Tucson, AZ | $0 | $59,653,037 |
The Ray And Tye Noorda Foundation Lindon, UT | $188,322,162 | $42,549,813 |
Harold Hamm Foundation Oklahoma City, OK | $15,100,240 | $36,211,204 |
Colorado Trust Denver, CO | $0 | $33,250,092 |
Bohemian Foundation Fort Collins, CO | $90,098,504 | $41,050,944 |
Weitz Family Foundation Omaha, NE | $41,283,061 | $24,036,289 |
Liana Foundation Inc Jackson, WY | $99,821,769 | $1,410,375 |
Mufg Union Bank Foundation Ag Phoenix, AZ | $2,989,069 | $8,302,055 |
Miller Family Foundation Inc Pittsburg, KS | $66,698,223 | $18,550,862 |
Con Alma Health Foundation Santa Fe, NM | $33,283,264 | $4,439,981 |