Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Colorado Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)3660 Blake St STE 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Denver, CO80205
A Employer identification number

84-0994055
B Telephone number (see instructions)

(303) 837-1200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$548,027,277J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments   4,478,843  
4 Dividends and interest from securities... 3,418,201 7,034,131  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
33,105,224
b Gross sales price for all assets on line 6a 125,806,347
7 Capital gain net income (from Part IV, line 2)... 33,064,657
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,040,541 3,009,588 0
12 Total. Add lines 1 through 11........ 37,563,966 47,587,219 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,107,245 168,483   938,763
14 Other employee salaries and wages...... 3,679,866 146,769   3,533,097
15 Pension plans, employee benefits....... 1,565,313 62,440   1,491,599
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,294 779 0 26,515
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
95,638 4,782 0 90,856
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,043,332 4,755,925 0 1,287,406
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
472,455 440,051 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
163,576 24,536 0
20 Occupancy.............. 889,679 9,102   219,096
21 Travel, conferences, and meetings....... 733,199 40,894   692,305
22 Printing and publications.......... 411,651 16,418   395,233
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
859,548 4,516,677 0 570,489
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,048,796 10,186,856 0 9,245,359
25 Contributions, gifts, grants paid....... 28,773,031 28,773,039
26 Total expenses and disbursements. Add lines 24 and 25 44,821,827 10,186,856 0 38,018,398
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,257,861
b Net investment income (if negative, enter -0-) 37,400,363
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 309,222 576,221 576,221
2 Savings and temporary cash investments......... 2,181,169 5,959,688 5,959,688
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 78,281 162,668 162,668
10a Investments—U.S. and state government obligations (attach schedule) 220,455,498 Click to see attachment
List of Attached Documents:
// Content
221,048,492 		221,048,492
b Investments—corporate stock (attach schedule)....... 46,756,071 Click to see attachment
List of Attached Documents:
// Content
45,907,378 		45,907,378
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 220,729,583 Click to see attachment
List of Attached Documents:
// Content
213,638,748 		213,638,748
14 Land, buildings, and equipment: basis right arrow2,173,857
Less: accumulated depreciation (attach schedule) right arrow1,513,983 477,448 Click to see attachment
List of Attached Documents:
// Content
659,874 		659,874
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
40,379,885 		Click to see attachment
List of Attached Documents:
// Content
60,074,208 		Click to see attachment
List of Attached Documents:
// Content
60,074,208
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 531,367,157 548,027,277 548,027,277
Liabilities 17 Accounts payable and accrued expenses.......... 1,128,922 901,820
18 Grants payable................. 5,777,096 4,291,565
19 Deferred revenue................. 607,134 46,703
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
350,445 		Click to see attachment
List of Attached Documents:
// Content
227,132
23 Total liabilities (add lines 17 through 22)......... 7,863,597 5,467,220
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 523,503,560 542,560,057
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 523,503,560 542,560,057
30 Total liabilities and net assets/fund balances (see instructions). 531,367,157 548,027,277
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
523,503,560
2
Enter amount from Part I, line 27a .....................
2
-7,257,861
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,360,235
4
Add lines 1, 2, and 3 ..........................
4
543,605,934
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,045,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
542,560,057
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a US BANK 8930 P 2023-01-01 2024-12-31
b US BANK 8931 P 2023-01-01 2024-12-31
c GAINS FROM PASS THROUGH NON-UBTI P 2023-01-01 2024-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 58,244,454   41,749,522 16,494,932
b 50,992,186   50,992,168 18
c 16,569,707   0 16,569,707
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 16,494,932
b     0 18
c     0 16,569,707
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 33,064,657
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 519,865
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 519,865
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 519,865
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 711,654
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 711,654
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 191,789
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow191,789 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, CO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.COLORADOTRUST.ORG
14
The books are in care ofright arrowThe Colorado Trust Telephone no.right arrow (303) 837-1200

Located atright arrow3660 BLAKE ST STE 800DenverCO ZIP+4right arrow80205
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REV LOUISE WESTFALL TRUSTEE
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
DR BRENDA J ALLEN SECRETARY
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
BETTY VELASQUEZ CHAIR
1.50 		34,000 0 0
3660 Blake St
Denver,CO80205
CHRISTINE MARQUEZ-HUDSON TRUSTEE
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
BRANDY REITTER TRUSTEE
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
WENDY DOMINGUEZ TREASURER
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
TIM SHULTZ CHAIR ELECT
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
DONALD NEASE TRUSTEE
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
TY COLEMAN TRUSTEE
1.50 		29,000 0 0
3660 Blake St
Denver,CO80205
SAM MASOUDI COMMUNITY MEMBER
0.50 		1,800 0 0
3660 Blake St
Denver,CO80205
JACK BLUMENTHAL COMMUNITY MEMBER
0.50 		2,400 0 0
3660 Blake St
Denver,CO80205
JAMES STANFORD WILLIE COMMUNITY MEMBER
0.50 		2,400 0 0
3660 Blake St
Denver,CO80205
TONY VU COMMUNITY MEMBER
0.50 		1,200 0 0
3660 Blake St
Denver,CO80205
TODD RUBRIGHT COMMUNITY MEMBER
0.50 		0 0 0
3660 Blake St
Denver,CO80205
DON MARES PRESIDENT AND CEO
40.00 		529,663 84,927 0
3660 Blake St
Denver,CO80205
MONALISA OLARTE VP AND CFO
40.00 		303,783 61,237 0
3660 Blake St
Denver,CO80205
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
MORRIS PRICE VP OF GRANTS
40.00 		264,641 50,690 0
3660 Blake St
Denver,CO80205
JULLIAN KESNER VP OF COMMUNICATIONS
40.00 		181,771 52,467 0
3660 Blake St
Denver,CO80205
ROBERT FOLEY GRANTS PROGRAM DIR
40.00 		157,171 36,949 0
3660 Blake St
Denver,CO80205
AMANDA ROSS HR DIRECTOR
40.00 		154,522 42,024 0
3660 Blake St
Denver,CO80205
TAYLOR SCHAFBUCH CONTROLLER
40.00 		164,438 32,656 0
3660 Blake St
Denver,CO80205
Total number of other employees paid over $50,000...................right arrow 30
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NEPC LLC CONSULTING 384,508
255 STATE STREET
WOBURN,MA018884110
COMMUNITY SCIENCE INC CONSULTING 197,879
7272 WISCONSIN AVE STE 10W115
BETHESDA,MD20814
WIPFLI LLP CONSULTING 170,875
12359 SUNRISE VALLEY DRIVE STE 130
RESTON,VA20191
WE ARE RALLY CONSULTING 107,719
5670 WILSHIE BLVD STE 820
LOS ANGELES,CA90036
FORVIS MAZARS LLP ACCOUNTING SERVICES 95,638
1801 CALIFORNIA ST STE 2900
DENVER,CO80202
Total number of others receiving over $50,000 for professional services.............right arrow14
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 LOW INTEREST RATE LOAN TO MONTBELLO ORGANIZING COMMITTEE TO SUPPORT THE ECONOMIC COMMUNITY DEVELOPMENT OF THE MONTBELLO COMMUNITY. 500,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow500,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
288,744,190
b
Average of monthly cash balances.......................
1b
7,202,357
c
Fair market value of all other assets (see instructions)................
1c
229,902,228
d
Total (add lines 1a, b, and c).........................
1d
525,848,775
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
525,848,775
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,887,732
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
517,961,043
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
25,898,052
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
25,898,052
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
519,865
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
519,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,378,187
4
Recoveries of amounts treated as qualifying distributions................
4
1,582,000
5
Add lines 3 and 4............................
5
26,960,187
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
26,960,187
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
38,018,398
b
Program-related investments—total from Part VIII-B..................
1b
500,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
38,518,398
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 26,960,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 1,987,249
e From 2023...... 11,421,751
f Total of lines 3a through e ........ 13,409,000
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 38,518,398
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 26,960,187
e Remaining amount distributed out of corpus 11,558,211
5 Excess distributions carryover applied to 2024.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 24,967,211
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		24,967,211
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 1,987,249
d Excess from 2023.... 11,421,751
e Excess from 2024.... 11,558,211
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NOT APPLICABLE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NOT APPLICABLE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SEE DETAIL OF RECIPIENTS

3660 BLAKE ST RECIPIENTS ADDRESS ON
ATTACHMENT
DENVER,CO80205 		NONE PC SEE DETAILED ATTACHMENT 28,773,031

CHARITABLE CONTRIBUTION FROM PASS THROUGH ENTITIES

3660 BLAKE ST
DENVER,CO80205 		NONE PC GENERAL SUPPORT 702
Total .................................right arrow 3a 28,773,733
bApproved for future payment

SEE DETAIL OF RECIPIENTS
3660 BLAKE ST RECIPIENTS ADDRESS ON
ATTACHMENT
DENVER,CO80205 		NONE PC SEE DETAILED ATTACHMENT 4,291,565
Total ................................. right arrow 3b 4,291,565
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 3,418,201  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 33,105,224  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM REAL ESTATE 		    1 1,040,541  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 37,563,966 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
37,563,966
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 95,638 4,782   90,856

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
PROPERTY & EQUIPMENT         7.0 163,576 24,536    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
NET GAIN FROM SALE OF ASSETS         33,105,224       33,105,224  

TY 2024 GeneralExplanationAttachment
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Identifier Return Reference Explanation
  Form 990-PF, Part I, Line 16c *INDEPENDENT EVALUATIONS ARE CONDUCTED FOR A LARGE MAJORITY OF GRANT MAKING PROGRAMS OF THE COLORADO TRUST TO HELP IDENTIFY WHERE THE TRUST AND GRANTEES SHOULD ADJUST STRATEGIES AS WELL AS DETERMINE EFFECTIVENESS OF DIFFERENT STRATEGIES AND TO HELP SHAPE FUTURE PROGRAMS BY IDENTIFYING EMERGING NEEDS WITHIN COLORADO. THE RESULTS OF THESE EVALUATIONS ARE WIDELY COMMUNICATED TO GRANTEES AND TO OTHER FOUNDATIONS NATIONALLY SO THEY CAN BENEFIT FROM LESSONS LEARNED BY THE TRUST. ALTHOUGH THESE EXPENSES ARE CLASSIFIED AS "OPERATING AND ADMINISTRATIVE" FOR TAX PURPOSES THEY ARE AN ESSENTIAL COMPONENT OF RESPONSIBLE GRANT-MAKING. **PROGRAM RELATED CONSULTANTS ARE RETAINED FOR MOST GRANT STRATEGIES. THESE CONSULTANTS PROVIDE ESSENTIAL SERVICE IN THE FORM OF TECHNICAL ASSISTANCE TO BOTH GRANTEES AND STAFF. THEY ARE ALSO RETAINED TO ADVANCE PROGRAMMATIC EFFORTS IN A HIGHLY ACCOUNTABLE WAY. ALTHOUGH THESE EXPENSES ARE CLASSIFIED AS "OPERATING AND ADMINISTRATIVE" FOR TAX PURPOSES THEY ARE AN ESSENTIAL COMPONENT OF RESPONSIBLE GRANT MAKING.

TY 2024 InvestmentsCorpStockSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
MCKAY SHIELDS 9,725,287 9,725,287
SSGA 25,127,207 25,127,207
VANGUARD 11,054,884 11,054,884

TY 2024 InvestmentsGovtObligationsSch
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

221,048,492
US Government Securities - End of Year Fair Market Value:

221,048,492
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACADIAN EMERGING MARKET EQUITY FMV 14,990,315 14,990,315
APOLLO FMV 1,265,024 1,265,024
ARBORETUM VENTURES FMV 1,233,063 1,233,063
ARES FMV 4,675,900 4,675,900
ARLINGTON FMV 7,489,034 7,489,034
AXIOM ASIA FMV 8,003,176 8,003,176
BLACKSTONE PROPERTY PARTNERS FMV 2,490,218 2,490,218
CANVAS DISTRESSED FUND FMV 1,592,792 1,592,792
COMMONFUND FMV 36,162,797 36,162,797
CRG PARTNERS IV FMV 6,933,384 6,933,384
CVI CREDIT VALUE FUND IV CVAL FMV 3,951,244 3,951,244
DAVIDSON KEMPNER FMV 12,464,028 12,464,028
DOVER STREET FMV 2,306,132 2,306,132
GCM GROSVENOR ADV FEEDER FUND FMV 5,754,719 5,754,719
GCM GROSVENOR ADV FEEDER FUND II FMV 1,979,211 1,979,211
HARBOURVIEW ROYALTIES FUND I FMV 3,126,367 3,126,367
HCAP PARTNERS FUND V FMV 5,166,871 5,166,871
HIGHBAR FMV 3,983,271 3,983,271
KENNEDY LEWIS FMV 8,566,727 8,566,727
KENNEDY LEWIS III FMV 6,115,873 6,115,873
LATOUR CAPITAL III FMV 12,473,215 12,473,215
MILL POINT CAPITAL PARTNER III FMV 537,056 537,056
MPOWERED CAPITAL ACCESS FUND I FMV 2,244,553 2,244,553
NEXUS SPECIAL SITUATIONS IV FMV 379,436 379,436
ORCHARD LANDMARK LTD FMV 4,775,289 4,775,289
PERMIRA CREDIT SOLUTIONS FMV 4,300,345 4,300,345
PHARO GAIA FUND, LTD FMV 0 0
PONTIFAX AGTECH FUND II FMV 3,506,010 3,506,010
PRISA REIT FMV 1,898,155 1,898,155
RCP FUND FMV 4,943,954 4,943,954
RIVERGLADE FMV 3,506,631 3,506,631
SUSTAINABLE ASSET FUND III FMV 4,533,865 4,533,865
THOMA BRAVO FUND XIII FMV 7,590,327 7,590,327
THOMAS BRAVO XIV FMV 6,653,943 6,653,943
THOMAS BRAVO XV FMV 11,227,633 11,227,633
UBS TRUMBULL REIT FMV 6,818,190 6,818,190

TY 2024 LandEtcSchedule2
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING IMPROVEMENTS 748,166 463,624 284,542 284,542
MACHINERY & EQUIPMENT 754,265 725,041 29,224 29,224
FURNITURE & FIXTURES 325,425 325,318 107 107
PROJECTS IN PROCESS 346,001 0 346,001 346,001


TY 2024 LegalFeesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 27,294 779   26,515


TY 2024 OtherAssetsSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENTS HELD UNDER DEFERRED COMP AGREEMENTS 314,536 322,869 322,869
DISTRIBUTION RECEIVABLE 21,398,182 30,859,256 30,859,256
INTEREST RECEIVABLE 55,310 71,671 71,671
PROGRAM RELATED INVESTMENT 18,250,711 17,442,286 17,442,286
DEFERRED TAXES 361,146 0 0
GRANT ADVANCES   11,378,126 11,378,126


TY 2024 OtherDecreasesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
NET INVESTMENT EXPENSES 1,045,877


TY 2024 OtherExpensesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKS & SUBSCRIPTIONS 42,520 1,696   40,824
MEMBERSHIP DUES 86,605 3,454   83,151
BANK FEES 16,808 670   16,137
PROCESSING FEES 19,511 778   18,733
EMPLOYEE WELLNESS 37,226 1,485   35,741
RECOGNITION 5,638 225   5,413
OFFICE SUPPLIES 7,547 301   7,246
POSTAGE & DELIVERY 2,325 93   2,232
IT-NON CAPITAL EQUIPMENT 31,768 1,267   30,501
OFFICE EQUIPMENT & FURNITURE 191 8   183
MACHINE MAINTENANCE 23,718 946   22,772
INSURANCE 55,882 2,229   53,653
SOFTWARE 181,622 7,244   174,379
RECRUITMENT & RELOCATION 6,161 246   5,916
MISCELLANEOUS 76,666 3,058   73,608
NON-CASH CONTRIBUTION EXPENSE 30,078      
OTHER EXPENSES FROM PASS THROUGH 235,282 4,492,977    


TY 2024 OtherIncomeSchedule2
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM REAL ESTATE 1,040,541    
INCOME FROM PASS THROUGH ENTITIES   645,046  
OTHER INCOME FROM ALTERNATIVES   2,364,542  


TY 2024 OtherIncreasesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
AMORTIZATION DEFERRED GAIN 560,431
GRANT ACCRUAL ADJUSTMENT 12,874,327
UNREALIZED GAIN ON INVESTMENTS 13,784,146
DEFERRED EXCISE TAX PAYABLE 141,331


TY 2024 OtherLiabilitiesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX PAYABLE 350,445 227,132


TY 2024 OtherProfessionalFeesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT SERVICES 1,340,887 53,480   1,287,406
INVESTMENT MANAGER FEES 4,702,445 4,702,445    


TY 2024 TaxesSchedule
Name:
The Colorado Trust
EIN:
84-0994055
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 472,455      
FOREIGN TAXES PAID   440,051