Nonprofit · EIN 26-6779458
THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST
Tax-exempt · WILLIAMSBURG, VA 23188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $252,268 | $314,712 | -$62,444 | $2,504,300 | $0 | $2,504,300 |
| December 31, 2024 | 990-PF | $381,509 | $293,753 | $87,756 | $2,566,683 | $0 | $2,566,683 |
| December 31, 2023 | 990-PF | $162,359 | $296,276 | -$133,917 | $2,477,747 | $0 | $2,477,747 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $81,496
- Interest
- $29,812
- Net gain from sales of assets
- $140,717
- Other income
- $243
Expenses
- Grants and similar amounts paid
- $251,500
- Compensation of officers, directors and key employees
- $41,738
- Disbursements for charitable purposes
- $252,100
- Excise tax on investment income
- $2,759
Balance sheet and other
- Total assets, start of year
- $2,566,683
- Total assets, end of year
- $2,504,300
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,504,300
- Fair market value of assets
- $4,552,241
- Qualifying distributions
- $252,100
- Net investment income
- $251,858
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESAPEAKE TRUST COMPANY P O BOX 1419, KILMARNOCK, VA 22482 | TRUSTEE | 10 | $41,738 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESAPEAKE TRUST COMPANY P O BOX 1419, KILMARNOCK, VA 22482 | TRUSTEE | 10 | $40,545 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESAPEAKE TRUST COMPANY P O BOX 1419, KILMARNOCK, VA 22482 | TRUSTEE | 10 | $37,347 |
Address and contacts
- Address (IRS master file)
- 4804 COURTHOUSE ST STE 1A, WILLIAMSBURG, VA 23188-2682
- In care of
- % CHESAPEAKE TRUST COMPANY
- Signed the 990-PF
- CHESAPEAKE WEALTH MANAGEMENT, OFFICER
- Phone
- (804) 435-4246
- Return prepared by
- THE TAX COMPLEX LC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6779458
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,504,300
- Income (IRS master file)
- $701,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $252,268 | $314,712 | $2,504,300 | IRS |
| 990-PF | December 2024 | $381,509 | $293,753 | $2,566,683 | IRS |
| 990-PF | December 2023 | $162,359 | $296,276 | $2,477,747 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-6779458).
Questions about THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST
- What is the EIN of THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST?
- The employer identification number (EIN) of THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST is 26-6779458.
- Is THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,738 (CHESAPEAKE TRUST COMPANY, TRUSTEE).
- How much revenue does THE S MASON COLE JR AND LULA P COLE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $252,268, expenses of $314,712 and total assets of $2,504,300 at year end.
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