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
Under IRS private-foundation payout rules, The Trio Foundation reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
134 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Haitian Education and Leadership ($15,000), Boys and Girls Clubs of Lc ($10,000), Center for Family Outreach ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CARLY TADDUNE-HERGENRETER BELLVUE, CO | SCHOLARSHIP | $2,198 |
| LESLIE CARDENAS BELLVUE, CO | SCHOLARSHIP | $3,957 |
| CARSON BASHORE BELLVUE, CO | SCHOLARSHIP | $4,495 |
| PEYTON GFELLER BELLVUE, CO | SCHOLARSHIP | $2,198 |
| MACI JOHNSON BELLVUE, CO | SCHOLARSHIP | $3,661 |
| BRIAN GONZALES BELLVUE, CO | SCHOLARSHIP | $3,995 |
| ROSELYN BERNAL BELLVUE, CO | SCHOLARSHIP | $4,333 |
| JENNIFER MENDOZA BELLVUE, CO | SCHOLARSHIP | $2,064 |
| BEAU MAYBON BELLVUE, CO | SCHOLARSHIP | $2,548 |
| BIG CITY MOUNTAINEERS ARVADA, CO | PROGRAM SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH BASTA | TRUSTEE | — | — |
| MELISSA BASTA | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Trio Foundation?
The Trio Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLVUE, CO. It holds $2.6M in total assets as of 2024.
How large is The Trio Foundation?
As of 2024, The Trio Foundation holds $2.6M in total assets with $181K in annual revenue. It awarded 36 grants totaling $136K in 2024.
Where does The Trio Foundation operate?
The Trio Foundation has awarded grants in California, Colorado, Connecticut, District of Columbia, Indiana, Massachusetts, Missouri, New York, Oregon.
What size grants does The Trio Foundation award?
In 2024, The Trio Foundation awarded 36 grants totaling $136K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Trio Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Trio Foundation reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Trio Foundation's EIN?
The Trio Foundation's EIN (Employer Identification Number) is 83-0936849. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Trio Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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