James & Ck Coles Foundation
James & Ck Coles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEFISH, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 6 grants totaling $29K. Net investment income was $127K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+10.4% YoY
Annual Giving
$29K
-77.2% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$5K
-77.2% YoY
Under IRS private-foundation payout rules, James & Ck Coles Foundation reported a distributable amount of $143K for 2024 — the minimum it must pay out in qualifying distributions.
About James & Ck Coles Foundation
Based on IRS filings
James & Ck Coles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEFISH, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 6 grants totaling $29K. Net investment income was $127K.
Focus Areas
Ready to take the next step with James & Ck Coles Foundation?
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 | $1,038,302 | $940,149 | $992,006 |
| Revenue | $130,124 | $79,605 | $59,725 |
| Expenses | $31,971 | $131,462 | $115,180 |
| Qualifying Distributions | $29,250 | $128,250 | $112,000 |
| Net Investment Income | $127,403 | $76,393 | $56,545 |
| Distributable Amount | $142,830 | $112,977 | $101,433 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Whitefish Presbyterian Church ($15,000), The Skola ($6,000), Whitefish Community Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Whitefish Presbyterian Church Whitefish, MT | Operations | $15,000 |
| Whitefish Community Foundation Whitefish, MT | Operations | $5,000 |
| Forest Ridge Fund Bellevue, WA | Operations | $500 |
| GSBA Scholarship Fund Seattle, WA | Scholarships | $2,500 |
| Glacier Symphony Kalispell, MT | Operations | $250 |
| The Skola Whitefish, MT | Operations | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James E Coles | President | 1 | — |
| CK Coles | Vice President | 1 | — |
| Vernon C Bennett CPA | Treasurer | 2 | — |
| Heather S Coles | Coordinator | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James & Ck Coles Foundation?
James & Ck Coles Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEFISH, MT. It holds $1.0M in total assets as of 2024.
How large is James & Ck Coles Foundation?
As of 2024, James & Ck Coles Foundation holds $1.0M in total assets with $130K in annual revenue. It awarded 6 grants totaling $29K in 2024.
Where does James & Ck Coles Foundation operate?
James & Ck Coles Foundation has awarded grants in California, Florida, Illinois, Montana, New York, Virginia, Washington.
What size grants does James & Ck Coles Foundation award?
In 2024, James & Ck Coles Foundation awarded 6 grants totaling $29K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is James & Ck Coles Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James & Ck Coles Foundation reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James & Ck Coles Foundation's EIN?
James & Ck Coles Foundation's EIN (Employer Identification Number) is 26-1501605. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.