Nonprofit · EIN 62-6137973
ROBERT H & MONICA M COLE FOUNDATION
Tax-exempt · KNOXVILLE, TN 37902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $301,318 | $435,832 | -$134,514 | $2,770,781 | $0 | $2,770,781 |
| September 30, 2024 | 990-PF | $260,785 | $391,316 | -$130,531 | $2,906,183 | $0 | $2,906,183 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $170,019
- Net gain from sales of assets
- $131,299
Expenses
- Grants and similar amounts paid
- $318,500
- Compensation of officers, directors and key employees
- $116,109
- Disbursements for charitable purposes
- $318,500
- Excise tax on investment income
- $2,961
Balance sheet and other
- Total assets, start of year
- $2,906,183
- Total assets, end of year
- $2,770,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,770,781
- Fair market value of assets
- $5,860,628
- Qualifying distributions
- $318,500
- Net investment income
- $301,318
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOME FEDERAL BANK 515 MARKET STREET, KNOXVILLE, TN 37902 | TRUSTEE | 10 | $36,109 |
| SARAH COLE PAGE 969 PARK AVENUE PENTHOUSE C, NEW YORK, NY 10028 | DIRECTOR | 5 | $20,000 |
| MARGARET MCKENRY NASH 4021 SHALLOW BROOK LANE, OLNEY, MD 20832 | DIRECTOR | 5 | $20,000 |
| JAMES R MCKENRY JR 4100 DOVER ROAD, RICHMOND, VA 23221 | DIRECTOR | 5 | $20,000 |
| MONICA COLE JOHNSON 4630 SPERRYVILLE PIKE, WOODVILLE, VA 22749 | DIRECTOR | 10 | $20,000 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOME FEDERAL BANK 515 MARKET STREET, KNOXVILLE, TN 37902 | TRUSTEE | 10 | $34,743 |
| SARAH COLE PAGE 969 PARK AVENUE PENTHOUSE C, NEW YORK, NY 10028 | DIRECTOR | 5 | $20,000 |
| MARGARET MCKENRY NASH 4021 SHALLOW BROOK LANE, OLNEY, MD 20832 | DIRECTOR | 5 | $20,000 |
| JAMES R MCKENRY JR 4100 DOVER ROAD, RICHMOND, VA 23221 | DIRECTOR | 5 | $20,000 |
| MONICA COLE JOHNSON 4630 SPERRYVILLE PIKE, WOODVILLE, VA 22749 | DIRECTOR | 10 | $20,000 |
Address and contacts
- Address (IRS master file)
- 515 MARKET ST, KNOXVILLE, TN 37902-2145
- Signed the 990-PF
- HOME FEDERAL BANK TRUSTEE, VICE PRESIDENT
- Phone
- (865) 541-6883
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 62-6137973
- 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
- 1978
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,770,781
- Income (IRS master file)
- $594,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $301,318 | $435,832 | $2,770,781 | XML |
| 990-PF | September 2024 | $260,785 | $391,316 | $2,906,183 | XML |
| 990-PF | September 2023 | $412,519 | $410,644 | $3,036,546 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 62-6137973).
Questions about ROBERT H & MONICA M COLE FOUNDATION
- What is the EIN of ROBERT H & MONICA M COLE FOUNDATION?
- The employer identification number (EIN) of ROBERT H & MONICA M COLE FOUNDATION is 62-6137973.
- Is ROBERT H & MONICA M COLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to ROBERT H & MONICA M COLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT H & MONICA M COLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT H & MONICA M COLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT H & MONICA M COLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ROBERT H & MONICA M COLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $36,109 (HOME FEDERAL BANK, TRUSTEE).
- How much revenue does ROBERT H & MONICA M COLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $301,318, expenses of $435,832 and total assets of $2,770,781 at year end.
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