The Cole Charitable Trust Ua 10261999

CHICAGO, IL EIN: 58-6400414

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlpharettaAtlantaCashiersChattanoogaChristchurchDuluthLawrencevilleLexingtonNew YorkNorcrossPeachtree CornersPeachtree CorrSawaneeTucker

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$150K$300K$449K$599K20202021202220232024
Metric202420232022
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

$0$66K$133K$199K$265K15 grants202013 grants20215 grants20227 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WESLEYAN SCHOOL$160KALL SAINTS - ST LUKES EP…$25KNATIONAL CHRISTIAN CHARI…$20KCOMMUNITY FOUNDATION FOR…$15KGOOD SAMARITAN HEALTH CE…$10KPEACHTREE CHURCH$10KREDEEMER CITY TO CITY$8KGEORGE C MARSHALL RESEAR…$7KPROMISE 686 INC$5KCHRISTCHURCH SCHOOL$5K

Grant Size Distribution

50 grants across all recorded years

47<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MADISON F COLE JRTRUSTEE1
SHARON J COLETRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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