Mason and Lula Cole Charitable Tua 600008015

Private foundation · Grantmaker Williamsburg, VA EIN: 26-6779458

Mason and Lula Cole Charitable Tua 600008015 is a private foundation based in Williamsburg, Virginia. In its 2025 filing, it reported grants to charitable organizations, including groups providing health, food, youth, arts, education, and community services.

Key facts about Mason and Lula Cole Charitable Tua 600008015

In short: Mason and Lula Cole Charitable Tua 600008015 gave $252K across 36 grants in 2025 (avg $7K), mostly in Virginia. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
26-6779458
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$251,500
Grants made (2025)
36
Average grant
$6,986
Median grant
$5,500
New grantees (estimate)
8% first-time grantees (3 of 36, 2025)
Total assets
$2,504,300
Primary geography
Virginia (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-2.4% YoY

Annual Giving

$252K

+4.8% YoY

Grant Count

36

+5.9% YoY

Avg Grant Size

$7K

-1.0% YoY

Under IRS private-foundation payout rules, Mason and Lula Cole Charitable Tua 600008015 reported a distributable amount of $219K for 2025 — the minimum it must pay out in qualifying distributions.

Is Mason and Lula Cole Charitable Tua 600008015 open to new grantees?

8%

first-time grantees, 2025

In 2025, 3 of 36 grantees (8%) were first-time recipients. First grants averaged $4K; repeat grants $7K. How we count

Medians: $3K first-time, $6K repeat.

  • 86% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in varied areas. For example, Smith Point Sea Rescue describes its mission as providing sea rescue and assistance to the general boating public. Healthy Harvest Food Bank says it provides food and education in communities it serves, while The Haven Shelter and Services says it serves and advocates for victims of intimate partner and sexual violence. Rappahannock Art League describes its work as promoting and encouraging art in Virginia’s Northern Neck and surrounding area, including support for local artists through workshops and displays.

Grantmaking

In filing year 2025, the foundation reported 36 grants totaling $251,500. Grant amounts ranged from $1,000 to $15,000, with a median of $5,500. Among the largest were $15,000 each to Boys and Girls Club of the, Smith Point Sea Rescue, and Northern Neck–Middlesex Free Health; $14,000 to Westmoreland Players; and $10,000 each to Lancaster County VA Education Foundation, Healthy Harvest Food Bank, Hampden-Sydney College, Rappahannock Art League, Rappahannock Foundation for the Arts, Youth Club of Lancaster County, and The Haven Shelter and Services.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

All grant dollars in the 2025 filing were reported as going to recipients in Virginia.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 36 itemized grants.

States

Cities

KilmarnockLancasterIrvingtonWarsawCallaoBurgessHeathsvilleHampden SydneySterlingFredericksburgReedvilleRichmondGreenvilleMorattico

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K37 grants2019 33 grants2020 29 grants2021 31 grants2022 32 grants2023 34 grants2024 36 grants2025

From 2019 to 2025, annual grant giving ranged from $240K (2024) to $279K (2021). In 2025 it made 36 grants totaling $252K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Boys and Girls Club of: $15KThe Boys and Girls Club of$15KSmith Point Sea Rescue Inc: $15KSmith Point Sea Rescue Inc$15KNorthern Neck - Middlesex Free Health: $15KNorthern Neck - Middlesex FreeHealth$15KWestmoreland Players: $14KWestmoreland Players$14KLancaster County Va Education Fdn: $10KLancaster County Va EducationFdn$10KHealthy Harvest Food Bank: $10KHealthy Harvest Food Bank$10KHampden Sydney College: $10KHampden Sydney College$10KRappahannock Art League: $10KRappahannock Art League$10KRappahannock Foundation for the Arts: $10KRappahannock Foundation forthe Arts$10KYouth Club of Lancaster County Inc: $10KYouth Club of Lancaster CountyInc$10K

The largest 2025 recipient was The Boys and Girls Club of ($15K). Together the top 10 received $119K.

Grant Size Distribution

162 grants across all recorded years

162<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 162 grants of 162 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Boys and Girls Club of Kilmarnock, VAOperational Support$15,000
Smith Point Sea Rescue Inc Burgess, VAEducational Support$15,000
Northern Neck - Middlesex Free Health Kilmarnock, VAMedical Services Support$15,000
Westmoreland Players Callao, VAOperational Support$14,000
Lancaster County Va Education Fdn Kilmarnock, VAOperational Support$10,000
Healthy Harvest Food Bank Warsaw, VAOperational Support$10,000
Hampden Sydney College Hampden Sydney, VAOperational Support$10,000
Rappahannock Art League Kilmarnock, VAOperational Support$10,000
Rappahannock Foundation for the Arts White Stone, VAOperational Support$10,000
Youth Club of Lancaster County Inc Kilmarnock, VAOperational Support$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $2,504,300 $252,268 $314,712 $251,500
2024 $2,566,683 $381,509 $293,753 $240,000
2023 $2,477,747 $162,359 $296,276 $242,750
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,504,300$2,566,683$2,477,747
Revenue$252,268$381,509$162,359
Expenses$314,712$293,753$296,276
Qualifying Distributions$252,100$240,600$243,350
Net Investment Income$198,518$329,595$114,290
Distributable Amount$219,184$208,481$192,583

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Chesapeake Trust Company as trustee.

Mason and Lula Cole Charitable Tua 600008015's only listed officer is Chesapeake Trust Company, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Chesapeake Trust Company

    Trustee

    On filings since 2019

    10 hrs/week

    $48K (2019) → $42K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Chesapeake Trust Company — Trustee: $42KChesapeake Trust CompanyTrustee$42K

The highest reported compensation on the 2025 filing was $42K, to Chesapeake Trust Company (Trustee).

Contact

Mailing address: 4804 Courthouse St Ste 1A, Williamsburg, VA 23188
Phone: (804) 435-4246

Frequently asked questions about Mason and Lula Cole Charitable Tua 600008015

How much does Mason and Lula Cole Charitable Tua 600008015 give each year?

Mason and Lula Cole Charitable Tua 600008015 gave $252K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $240K across 34 grants.

What is Mason and Lula Cole Charitable Tua 600008015's typical grant size?

Mason and Lula Cole Charitable Tua 600008015's median grant in 2025 was $5,500, and its average grant was $6,986, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mason and Lula Cole Charitable Tua 600008015 that year got $4K on average.

Where does Mason and Lula Cole Charitable Tua 600008015 give grants?

Mason and Lula Cole Charitable Tua 600008015 gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kilmarnock, VA (13 grants), Lancaster, VA (5 grants), Irvington, VA (4 grants) and Warsaw, VA (3 grants).

Does Mason and Lula Cole Charitable Tua 600008015 give general operating support?

Yes: 89% of Mason and Lula Cole Charitable Tua 600008015's 2025 grants with a stated purpose (32 of 36) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Mason and Lula Cole Charitable Tua 600008015's largest grantees?

Mason and Lula Cole Charitable Tua 600008015's largest 2025 grantees include The Boys and Girls Club of ($15,000), Smith Point Sea Rescue Inc ($15,000) and Northern Neck - Middlesex Free Health ($15,000), according to its 2025 IRS Form 990-PF. Together they received 18% of its itemized 2025 grant dollars.

How large is Mason and Lula Cole Charitable Tua 600008015?

Mason and Lula Cole Charitable Tua 600008015 reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $252K in qualifying distributions that year, against a required minimum of $219K (roughly 5% of its investment assets).

What does Mason and Lula Cole Charitable Tua 600008015 fund?

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in varied areas. For example, Smith Point Sea Rescue describes its mission as providing sea rescue and assistance to the general boating public. See mission & focus areas ↑

How do I apply for a grant from Mason and Lula Cole Charitable Tua 600008015?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Mason and Lula Cole Charitable Tua 600008015's EIN?

Mason and Lula Cole Charitable Tua 600008015's EIN (Employer Identification Number) is 26-6779458. IRS Form 990 filing data is available on this page for 2019–2025.

Does Mason and Lula Cole Charitable Tua 600008015 accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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