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Nonprofit · EIN 35-1989581

JAMES O AND ALICE F COLE FOUNDATION INC

Tax-exempt · PERU, IN 46970

Financials

$89K$136K2023$208K$138K2024$516K$144K2025
Revenue Expenses · by fiscal year end
Financials of JAMES O AND ALICE F COLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$516,373$144,265$372,108$2,137,830$0$2,137,830
December 31, 2024990-PF$208,375$137,744$70,631$1,769,205$0$1,769,205
December 31, 2023990-PF$89,377$135,718-$46,341$1,698,846$0$1,698,846
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$77,136
Interest
$625
Net gain from sales of assets
$438,612

Expenses

Grants and similar amounts paid
$107,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$109,537
Excise tax on investment income
$6,695

Balance sheet and other

Total assets, start of year
$1,769,205
Total assets, end of year
$2,137,830
Total liabilities, end of year
$0
Net assets, end of year
$2,137,830
Fair market value of assets
$2,380,626
Qualifying distributions
$109,537
Net investment income
$516,373

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.

NameTitleHours / weekCompensation
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
PRESIDENT1$0
FRED ASHE
1234 GLEN VIEW ROAD, BIRMINGHAM, AL 35222
VICE PRESIDENT1$0
POLLY DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
SECRETARY1$0
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
TREASURER1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
PRESIDENT1$0
FRED ASHE
1234 GLEN VIEW ROAD, BIRMINGHAM, AL 35222
VICE PRESIDENT1$0
POLLY DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
SECRETARY1$0
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
PRESIDENT1$0
FRED ASHE
1234 GLEN VIEW ROAD, BIRMINGHAM, AL 35222
VICE PRESIDENT1$0
POLLY DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
SECRETARY1$0
STEVE DOBBS
2107 S FRANCES SLOCUM TRAIL, PERU, IN 46970
TREASURER1$0

Address and contacts

Address (IRS master file)
52 N BROADWAY, PERU, IN 46970-2238
In care of
% SIDNEY J KUBESCH
Signed the 990-PF
STEVE DOBBS, TREASURER
Phone
(765) 470-7090
Return prepared by
MS CASSEN AND COMPANY PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-1989581
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,137,830
Income (IRS master file)
$2,031,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$516,373$144,265$2,137,830IRS
990-PFDecember 2024$208,375$137,744$1,769,205IRS
990-PFDecember 2023$89,377$135,718$1,698,846XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 35-1989581).

Questions about JAMES O AND ALICE F COLE FOUNDATION INC

What is the EIN of JAMES O AND ALICE F COLE FOUNDATION INC?
The employer identification number (EIN) of JAMES O AND ALICE F COLE FOUNDATION INC is 35-1989581.
Is JAMES O AND ALICE F COLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to JAMES O AND ALICE F COLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES O AND ALICE F COLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES O AND ALICE F COLE FOUNDATION INC 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 JAMES O AND ALICE F COLE FOUNDATION INC 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 JAMES O AND ALICE F COLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JAMES O AND ALICE F COLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $516,373, expenses of $144,265 and total assets of $2,137,830 at year end.

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