The Colorado Trust's original endowment of $191 million was received from the sale of the PSL Healthcare Corporation in 1985. At the end of 2017, The Colorado Trust had assets of more than $511 million.

As a perpetual endowment, The Colorado Trust's investment objective is to make qualifying distributions of grants plus expenses equal to five percent of the endowment each year while maintaining and increasing its real value in perpetuity.

From its inception through 2017, The Colorado Trust has provided more than $528 million in charitable support to grantees across Colorado, including $11.8 million in 2017 alone.

[Financial overview]
[Financial statements]
[Federal tax returns]