The Trio Foundation

BELLVUE, CO EIN: 83-0936849

The Trio Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLVUE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 36 grants totaling $136K. Net investment income was $152K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+0.9% YoY

Annual Giving

$136K

+24.7% YoY

Grant Count

36

+9.1% YoY

Avg Grant Size

$4K

+14.3% YoY

About The Trio Foundation

Based on IRS filings

The Trio Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLVUE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 36 grants totaling $136K. Net investment income was $152K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

Agoura HillsArvadaBellvueBuffaloColumbiaDenverFaifieldFort CollinsIndianapolisLaporteLongmontLovelandMountain ViewNew YorkNewtonNorwichPortlandRed Feather LakesWashingtonWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$228K$455K$683K$910K20202021202220232024
Metric202420232022
Total Assets$2,576,918$2,553,866$2,360,945
Revenue$181,191$-152,747$68,312
Expenses$166,209$136,182$148,066
Qualifying Distributions$135,804$108,894$116,906
Net Investment Income$152,288$29,579$39,902
Distributable Amount$126,326$119,781$124,946

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$136K14 grants202023 grants202128 grants202233 grants202336 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HAITIAN EDUCATION AND LE…$15KBOYS AND GIRLS CLUBS OF LC$10KCENTER FOR FAMILY OUTREACH$10KPROJECT SELF-SUFFICIENY$10KBIG CITY MOUNTAINEERS$5KBIRD CONSERVANCY OF THE …$5KCOALITION FOR THE POUDRE…$5KFOOD BANK OF LARIMER COU…$5KIWIN FOUNDATION$5KRESPITE CARE$5K

Grant Size Distribution

134 grants across all recorded years

134<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOSEPH BASTATRUSTEE
MELISSA BASTATRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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