Nonprofit · EIN 34-7178399
HELEN C COLE TR
Also known as SWARY MARK F TTEE
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,207,836 | $1,926,412 | $2,281,424 | $24,657,236 | $0 | $24,657,236 |
| December 31, 2023 | 990-PF | $1,052,327 | $1,635,860 | -$583,533 | $22,399,999 | $30,427 | $22,369,572 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $356,319
- Interest
- $221,397
- Net gain from sales of assets
- $3,592,031
- Other income
- $38,089
Expenses
- Grants and similar amounts paid
- $1,414,551
- Compensation of officers, directors and key employees
- $124,038
- Disbursements for charitable purposes
- $1,466,312
- Excise tax on investment income
- $52,397
Balance sheet and other
- Total assets, start of year
- $22,399,999
- Total assets, end of year
- $24,657,236
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,657,236
- Fair market value of assets
- $26,436,731
- Qualifying distributions
- $1,466,312
- Net investment income
- $4,183,600
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK F SWARY 600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114 | TRUSTEE | 2 | $124,038 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK F SWARY 600 SUPERIOR AVE E, CLEVELAND, OH 44114 | TRUSTEE | 0 | $117,223 |
Address and contacts
- Address (IRS master file)
- 600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114-0000
- In care of
- % MARK F SWARY
- Signed the 990-PF
- MARK F SWARY, TRUSTEE
- Phone
- (216) 382-2000
- Return prepared by
- WESTERN RESERVE TRUST COMPANY
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 | Not 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
- 34-7178399
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $24,657,236
- Income (IRS master file)
- $33,791,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,207,836 | $1,926,412 | $24,657,236 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,052,327 | $1,635,860 | $22,399,999 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 34-7178399).
Questions about HELEN C COLE TR
- What is the EIN of HELEN C COLE TR?
- The employer identification number (EIN) of HELEN C COLE TR is 34-7178399.
- Is HELEN C COLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HELEN C COLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN C COLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN C COLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN C COLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELEN C COLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $124,038 (MARK F SWARY, TRUSTEE).
- How much revenue does HELEN C COLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,207,836, expenses of $1,926,412 and total assets of $24,657,236 at year end.
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