Nonprofit · EIN 56-2547408
COLE FOUNDATION TRUST
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,123 | $63,040 | -$7,917 | $818,337 | $0 | $818,337 |
| December 31, 2024 | 990-PF | $72,070 | $55,527 | $16,543 | $826,422 | $0 | $826,422 |
| December 31, 2023 | 990-PF | $38,411 | $56,404 | -$17,993 | $809,930 | $0 | $809,930 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,286
- Net gain from sales of assets
- $29,837
Expenses
- Grants and similar amounts paid
- $48,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $49,450
- Excise tax on investment income
- $590
Balance sheet and other
- Total assets, start of year
- $826,422
- Total assets, end of year
- $818,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $818,337
- Fair market value of assets
- $1,064,950
- Qualifying distributions
- $49,450
- Net investment income
- $54,776
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 |
|---|---|---|---|
| KATHERINE VANCE 102 WINCHESTER LANE, BRANDON, MS 39042 | TRUSTEE | 0.1 | $0 |
| LAURA JC MENARD 1965 TABLE MESA DRIVE, BOULDER, CO 80305 | TRUSTEE | 0.1 | $0 |
| ROGER E COLE 208 WEST LAKEWOOD DRIVE, MOBILE, AL 36608 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE VANCE 102 WINCHESTER LANE, BRANDON, MS 39042 | TRUSTEE | 0.1 | $0 |
| LAURA JC MENARD 1965 TABLE MESA DRIVE, BOULDER, CO 80305 | TRUSTEE | 0.1 | $0 |
| ROGER E COLE 208 WEST LAKEWOOD DRIVE, MOBILE, AL 36608 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE VANCE 102 WINCHESTER LANE, BRANDON, MS 39042 | TRUSTEE | 0.1 | $0 |
| LAURA JC MENARD 1965 TABLE MESA DRIVE, BOULDER, CO 80305 | TRUSTEE | 0.1 | $0 |
| ROGER E COLE 208 WEST LAKEWOOD DRIVE, MOBILE, AL 36608 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- In care of
- % JOHN DAY PEAKE JR
- Signed the 990-PF
- ROGER COLE, TRUSTEE
- Phone
- (251) 690-1337
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
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
- 56-2547408
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $818,337
- Income (IRS master file)
- $321,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,123 | $63,040 | $818,337 | IRS |
| 990-PF | December 2024 | $72,070 | $55,527 | $826,422 | IRS |
| 990-PF | December 2023 | $38,411 | $56,404 | $809,930 | 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 56-2547408).
Questions about COLE FOUNDATION TRUST
- What is the EIN of COLE FOUNDATION TRUST?
- The employer identification number (EIN) of COLE FOUNDATION TRUST is 56-2547408.
- Is COLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to COLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLE FOUNDATION 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 COLE FOUNDATION 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 COLE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does COLE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,123, expenses of $63,040 and total assets of $818,337 at year end.
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