The Colorado Trust logo

The Colorado Trust

DENVER, CO EIN: 84-0994055 Website

The Colorado Trust is a private grantmaking foundation established in 1985 with proceeds from the sale of PSL Healthcare Corporation. Based in Denver, Colorado, the organization is classified as a 501(c)(3) private foundation dedicated to advancing health equity across the state.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$548.0M

+3.1% YoY

Annual Giving

$28.8M

+38.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$14.4M

+38.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Colorado Trust's mission is to end inequalities that affect racial, ethnic, low-income, and other vulnerable populations. The foundation believes everyone should have fair and equal opportunities to achieve good health.

Under its 2024-26 Strategic Plan, the Trust has focused its grantmaking primarily on:

  • Food security
  • Housing
  • Mental and behavioral health

The foundation advances health equity through field-building approaches to advocacy, public policy, and direct service delivery.

Grantmaking

Grant Range

$5,000 and above (program-dependent)

How to Apply

Competitive RFP cycles; applications submitted through grants portal

Ready to take the next step with The Colorado Trust?

Geographic Focus

Where this funder awards grants

Colorado statewide

Grant Distribution by State

27states
+19 more states

Cities

AlamosaAnchorageArvadaAtlantaAuroraAvonAvondaleBaltimoreBlancaBoiseBoulderBoys TownBrightonBrooklynBuena VistaCanon CityCarbondaleCarol StreamCastle RockCentennial

Financial History

Multi-year comparison from IRS filings

Assets & Revenue:

  • Total assets: $548,027,277 (as of December 31, 2024)
  • Total liabilities: $7.86 million (2023)
  • Net gain on investments and other transactions in 2024: $45.4 million

Annual Giving & Expenses:

  • Total revenues: $37,563,966 (2024)
  • Total expenses: $44,821,827 (2024)
  • Charitable expenditures: $22.4 million (2024)
  • Program services expenditures: 85.3% of total expenses (2024)
  • Annual giving: $31.6 million (2023)

Historical Impact:

  • Since inception in 1985 through 2024, The Colorado Trust has provided over $690 million in charitable support to grantees across Colorado.

Investment Strategy: The Colorado Trust's assets are managed by the Investment Committee of the Board of Trustees. The principle investment objective is to maintain the real value of investments in perpetuity while allowing for suitable grant expenditures. The overall goal is to earn 5% plus inflation. The Trust invests in a diverse mix of asset classes to reduce volatility and overall investment risk.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18M$35M$53M$70M20202021202220232024
Metric202420232022
Total Assets$548,027,277$531,367,157$527,755,649
Revenue$37,563,966$28,418,812$11,676,969
Expenses$44,821,827$43,435,122$39,046,982
Qualifying Distributions$38,518,398$36,224,493$38,581,320
Net Investment Income$37,400,363$19,187,312$13,218,685
Distributable Amount$26,960,187$24,802,742$29,450,417

Giving Over Time

Total grant dollars and number of grants per year

$0$7M$14M$22M$29M424 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SEE DETAIL OF RECIPIENTS$28.8MCHARITABLE CONTRIBUTION …$702

Grant Size Distribution

58 grants across all recorded years

48<$50K4$50–100K2$100–250K$250–500K$500K–1M$1–5M4$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Don Mares: President and Chief Executive Officer / Treasurer
  • Monalisa Olarte: Chief Financial Officer
  • Jullian Kesner: Vice President - Communications
  • Morris Price: Vice President Grants and Impact
  • Asialee Drews: Grants Management Director
  • Robert Foley: Grants Program Director

The foundation is governed by 16 officers and trustees. The organization has 37 employees.

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Recent News & Activity

Recent developments and announcements

The Colorado Trust was involved in the Colorado Safe Futures Fund, which awarded inaugural grants to 18 Colorado organizations aimed at increasing community safety and preventing firearm harm.

Colorado Safe Futures\_Fund\_Inaugural Grants\_Aim to Increase Community\

The foundation has also highlighted success stories including support for First Southwest Community Fund, which provides loans to rural residents to start businesses who may not have been able to access resources otherwise, with particular focus on immigrant women-led businesses in rural Colorado.

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with The Colorado Trust on Grantable?

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