2025-09-04T15:40:23-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 850612436 The Gerrit and Amy Cole Foundation % THE GERRIT & AMY COLE FDN GERR 9499452752 500 Newport Center Drive Newport Beach CA 92660 Amy Cole President 8008391754 2025-08-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2783216 X 600000 2237 2237 58960 58960 5608 187814 5608 666805 66805 0 8012 8012 900 19097 89 19008 28009 8101 19008 126103 126103 154112 8101 145111 512693 58704 0 70314 535595 535595 594894 499638 502609 1320122 1462790 1745012 1985330 2498023 2783216 0 0 X 1985330 2498023 1985330 2498023 1985330 2498023 1985330 512693 2498023 2498023 Publicly-traded Securities 187814 182206 5608 5608 5608 816 816 816 662 0 200 862 X 0 46 46 false false false false false false false true true CA true false false false false true THE GERRIT & AMY COLE FDN 9499452752 500 NEWPORT CENTER DR STE 700 Newport Beach CA 92660 false false false false false false false false false false false false false false false false false false false false false Amy Cole 500 Newport Center Drive Newport Beach CA 92660 Dir, Pres 1.0 0 0 0 Gerrit Cole 500 Newport Center Drive Newport Beach CA 92660 CFO, Dir 1.0 0 0 0 Heather Hargrove 500 Newport Center Drive Newport Beach CA 92660 Sec 1.0 0 0 0 Alexander Stimpson 500 Newport Center Drive Newport Beach CA 92660 Dir, VP 1.0 0 0 0 2174386 50702 0 2225088 0 2225088 33376 2191712 109586 109586 816 816 108770 108770 108770 145111 0 0 0 0 145111 108770 46353 29513 33191 109057 145111 108770 36341 145398 0 145398 46353 29513 33191 36341 Amy Cole Gerrit Cole X AARON JUDGE ALL RISE FOUNDATION 628 LINCOLN CTR STOCKTON CA 95207 N/A PC General & Unrestricted 10000 BACKHAUS DANCE 26586 VIA NOVENO MISSION VIEJO CA 92691 N/A PC General & Unrestricted 15000 FUND FOR PUBLIC SCHOOLS INC 52 CHAMBERS ST ROOM 305 NEW YORK NY 10007 N/A PC Field Trip fund for the Laboratory School of Finance and Technology 15103 IRVINE BARCLAY THEATRE OPERATING CO 4199 CAMPUS DR STE 275 IRVINE CA 92612 N/A PC General & Unrestricted 40000 PACIFIC SYMPHONY 17620 FITCH AVE STE 100 IRVINE CA 92614 N/A PC General & Unrestricted 5000 PHILHARMONIC SOCIETY OF ORANGE COUNTY 1124 MAIN ST IRVINE CA 92614 N/A PC General & Unrestricted 6000 PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DR STE 201 TOWSON MD 21204 N/A PC to support The Carlos Rodon Foundation 10000 THE PLAYERS ALLIANCE INC 1 BRIDGE PLZ N STE 1006 FORT LEE NJ 07024 N/A PC JR 4 the BX fund 10000 TOM COUGHLIN JAY FUND FOUNDATION INC PO BOX 50798 JACKSONVILLE FL 32240 N/A PC General & Unrestricted 10000 UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION 100 THEORY STE 250 IRVINE CA 92617 N/A PC UCI Baseball program 5000 126103 14 2237 14 58960 18 5608 66805 66805 false false false false false false false false false false X X 1 Cole Gerrit 38 Dairy Road Greenwich CT 06830 600000 X AAM/BAHL & GAYNOR INCOME GROWT 325910 353908 ABBOTT LABS 13963 13686 ADVANCED MICRO DEVICES INC 34136 36116 ALPHABET INC CL A 14951 27827 ANALOG DEVICES INC 14978 22096 CISCO SYSTEMS INC 15007 20424 EASTMAN CHEMICAL CO 14995 18447 GEN DYNAMICS CP 14108 13438 GENERAL ELECTRIC CO 13960 13343 ISHARES RUSSELL MICR 100157 122948 ISHARES TRUST MSCI EAFE INDEX 50024 51717 ISHARES TRUST RUSSELL 2000 VAL 196215 227211 JP MORGAN CHASE 15040 29484 KEURIG DR PEPPER INC 13986 13683 LAM RESEARCH CORP 13956 13435 MEDTRONIC PLC 21965 21647 MERCADOLIBRE, INC 13895 11903 MERCK & CO INC 14042 13430 MONDELEZ INTERNATIONAL INC 13949 13260 MORGAN STANLEY 14957 23761 PPL CORPORATION 21906 29084 RAYTHEON TECHNOLOGIES CORP 19642 32749 SALESFORCE.COM 15059 31427 SHELL ADR EACH REPRESENTING 2 28966 31325 SPDR S&P MIDCAP 400 EFT TRUST 101765 129295 TE CONNECTIVITY LTD 19997 24448 VANGUARD FTSE EMERGING MARKETS 50049 54830 VANGUARD S&P 500 GROWTH 63136 70650 VANGUARD S&P 500 VALUE 190157 253886 VERIZON COMMUNICATIONS 21919 25554 499638 502609 Administrative Fees 16501 16501 Bank Charges 89 89 Digital Subscriptions 30 30 State or Local Filing Fees 425 425 Website Hosting/Support 2052 2052 Investment Management Services 8012 8012 990-PF Estimated Tax for 2024 600 990-PF Extension for 2023 300