The Cole Charitable Trust Ua 10261999
The Cole Charitable Trust Ua 10261999 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 10 grants totaling $265K. Net investment income was $269K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+13.4% YoY
Annual Giving
$265K
+23.3% YoY
Grant Count
10
+42.9% YoY
Avg Grant Size
$27K
-13.7% YoY
Under IRS private-foundation payout rules, The Cole Charitable Trust Ua 10261999 reported a distributable amount of $252K for 2024 — the minimum it must pay out in qualifying distributions.
About The Cole Charitable Trust Ua 10261999
Based on IRS filings
The Cole Charitable Trust Ua 10261999 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 10 grants totaling $265K. Net investment income was $269K.
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 | $3,470,918 | $3,060,607 | $3,089,870 |
| Revenue | $364,447 | $308,608 | $298,345 |
| Expenses | $269,350 | $218,390 | $189,845 |
| Qualifying Distributions | $267,637 | $216,918 | $172,233 |
| Net Investment Income | $269,211 | $195,280 | $132,643 |
| Distributable Amount | $251,861 | $223,225 | $224,833 |
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wesleyan School ($160,000), All Saints - St Lukes Episcopal ($25,000), National Christian Charitable ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL SAINTS - ST LUKES EPISCOPAL ATLANTA, GA | GENERAL SUPPORT | $25,000 |
| GOOD SAMARITAN HEALTH CENTER NORCROSS, GA | GENERAL SUPPORT | $10,000 |
| PROMISE 686 INC NORCROSS, GA | GENERAL SUPPORT | $5,000 |
| REDEEMER CITY TO CITY NEW YORK, NY | GENERAL SUPPORT | $8,000 |
| CHRISTCHURCH SCHOOL CHRISTCHURCH, VA | GENERAL SUPPORT | $5,000 |
| GEORGE C MARSHALL RESEARCH FOUNDATION LEXINGTON, VA | GENERAL SUPPORT | $7,000 |
| PEACHTREE CHURCH ATLANTA, GA | GENERAL SUPPORT | $10,000 |
| NATIONAL CHRISTIAN CHARITABLE ALPHARETTA, GA | GENERAL SUPPORT | $20,000 |
| COMMUNITY FOUNDATION FOR NORTHEAST GA DULUTH, GA | GENERAL SUPPORT | $15,000 |
| WESLEYAN SCHOOL PEACHTREE CORR, GA | GENERAL SUPPORT | $160,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MADISON F COLE JR | TRUSTEE | 1 | — |
| SHARON J COLE | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Cole Charitable Trust Ua 10261999?
The Cole Charitable Trust Ua 10261999 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $3.5M in total assets as of 2024.
How large is The Cole Charitable Trust Ua 10261999?
As of 2024, The Cole Charitable Trust Ua 10261999 holds $3.5M in total assets with $364K in annual revenue. It awarded 10 grants totaling $265K in 2024.
Where does The Cole Charitable Trust Ua 10261999 operate?
The Cole Charitable Trust Ua 10261999 has awarded grants in Georgia, North Carolina, New York, Tennessee, Virginia.
What size grants does The Cole Charitable Trust Ua 10261999 award?
In 2024, The Cole Charitable Trust Ua 10261999 awarded 10 grants totaling $265K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is The Cole Charitable Trust Ua 10261999 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Cole Charitable Trust Ua 10261999 reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Cole Charitable Trust Ua 10261999's EIN?
The Cole Charitable Trust Ua 10261999's EIN (Employer Identification Number) is 58-6400414. 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.
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