The Helen C Cole Charitable Trust is an independent private foundation based in Cleveland, Ohio. Established in 2004, the trust focuses on philanthropic giving across multiple sectors including the arts, education, community development, and social services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$24.7M
+10.1% YoY
Annual Giving
$1.4M
+14.1% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$94K
+14.1% YoY
Under IRS private-foundation payout rules, Helen C Cole Charitable Trust reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust provides grants primarily for:
- Arts
- Education
- Community Foundation support
- Social Services, including:
- Hearing and speech center services
- Services for the blind
Grantmaking
The trust makes grants primarily in Ohio, Massachusetts, and California.
Average Grant
amount and median grant amount data available but specific figures not disclosed in sources
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $24,657,236
- Total Annual Giving: $1,414,551
- EIN: 34-7178399
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $24,657,236 | $22,399,999 | $23,101,317 |
| Revenue | $4,207,836 | $1,052,327 | $609,354 |
| Expenses | $1,926,412 | $1,635,860 | $1,828,152 |
| Qualifying Distributions | $1,466,312 | $1,294,928 | $1,653,467 |
| Net Investment Income | $3,769,545 | $696,895 | $285,104 |
| Distributable Amount | $1,149,271 | $1,142,607 | $1,218,489 |
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
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Cleveland Foundation ($707,273), Cleveland Institute of Art ($63,377), Cleveland Museum of Art ($63,377).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS CLEVELAND, OH | GENERAL | $43,377 |
| BENJAMIN ROSE INSTITUTE CLEVELAND, OH | GENERAL | $43,377 |
| CHURCH OF THE COVENANT CLEVELAND, OH | GENERAL | $43,377 |
| CLEVELAND HEARING AND SPEECH CENTER CLEVELAND, OH | GENERAL | $43,377 |
| CLEVELAND INSTITUTE OF ART CLEVELAND, OH | GENERAL | $63,377 |
| CLEVELAND MUSEUM OF ART CLEVELAND, OH | GENERAL | $63,377 |
| CLEVELAND MUSEUM OF NATURAL HISTORY CLEVELAND, OH | GENERAL | $43,377 |
| CLEVELAND MUSIC SCHOOL SETTLEMENT CLEVELAND, OH | GENERAL | $43,377 |
| CLEVELAND SIGHT CENTER CLEVELAND, OH | GENERAL | $43,377 |
| LAUREL SCHOOL SHAKER HEIGHTS, OH | GENERAL | $63,377 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK F SWARY | TRUSTEE | 2 | $124,038 |
Contact Information
Helen C Cole Charitable Trust 600 Superior Ave E, Suite 1701 Cleveland, OH 44114 United States
Telephone: 216-382-2000
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Helen C Cole Charitable Trust fund?
The trust provides grants primarily for: • **Arts** • **Education** • **Community Foundation support** • **Social Services**, including: • Hearing and speech center services • Services for the blind
How do I apply for a grant from Helen C Cole Charitable Trust?
**Grant Amounts:** • Typical awards range from $37,127 to $707,273 • Average grant amount and median grant amount data available but specific figures not disclosed in sources **Annual Giving:** • Total giving: $1,414,551 (most recent fiscal year) **Geographic Focus:** The trust makes grants primarily in Ohio, Massachusetts, and California.
What size grants does Helen C Cole Charitable Trust award?
In 2024, Helen C Cole Charitable Trust awarded 15 grants totaling $1.4M — an average of about $94K per grant, based on its IRS Form 990 filings.
How much is Helen C Cole Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen C Cole Charitable Trust reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen C Cole Charitable Trust's EIN?
Helen C Cole Charitable Trust's EIN (Employer Identification Number) is 34-7178399. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen C Cole Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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