Helen C Cole Tr

Swary Mark F Ttee

Cleveland, OH
Tax-exempt since June 2015
EIN: 34-7178399

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.21M (2024)

Expenses

$1.93M (2024)

Total Assets

$24.7M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,207,836

Expenses

$1,926,412

Net Income

$2,281,424

Net Assets

$24,657,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$221,397	5.3%
Dividends	$356,319	8.5%
Sales of Assets	$3,592,031	85.4%
Other Income	$38,089	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,466,312	76.1%
Compensation of Officers*	$124,038	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,657,236
Total Liabilities	$0
Net Assets	$24,657,236

Compensation

Key Employees and Officers	Compensation	Other
Mark F Swary (Trustee)	$124,038	$0

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,052,327

Expenses

$1,635,860

Net Income

-$583,533

Net Assets

$22,369,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$595,199	56.6%
Sales of Assets	$413,981	39.3%
Other Income	$43,147	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,294,928	79.2%
Compensation of Officers*	$117,223	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,399,999
Total Liabilities	$30,427
Net Assets	$22,369,572

Compensation

Key Employees and Officers	Compensation	Other
Mark F Swary (Trustee)	$117,223	$0

990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$609,354

Expenses

$1,828,152

Net Income

-$1,218,798

Net Assets

$22,979,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$457,808	75.1%
Sales of Assets	$130,787	21.5%
Other Income	$20,759	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,653,467	90.4%
Compensation of Officers*	$131,102	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,101,317
Total Liabilities	$121,659
Net Assets	$22,979,658

Compensation

Key Employees and Officers	Compensation	Other
Mark F Swary (Trustee)	$131,102	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,046,602

Expenses

$1,724,337

Net Income

$1,322,265

Net Assets

$25,043,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$164,249	5.4%
Dividends	$369,137	12.1%
Sales of Assets	$2,406,660	79.0%
Other Income	$106,556	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,224,315	71.0%
Compensation of Officers*	$137,405	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,043,450
Total Liabilities	$0
Net Assets	$25,043,450

Compensation

Key Employees and Officers	Compensation	Other
Mark F Swary (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,523,653

Expenses

$1,672,065

Net Income

-$148,412

Net Assets

$23,414,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171,625	11.3%
Dividends	$278,045	18.2%
Sales of Assets	$1,002,991	65.8%
Other Income	$70,992	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,229,307	73.5%
Compensation of Officers*	$120,608	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,414,480
Total Liabilities	$1
Net Assets	$23,414,479

Compensation

Key Employees and Officers	Compensation	Other
Mark F Swary (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$874,395

Expenses

$1,652,142

Net Income

-$777,747

Net Assets

$23,259,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$216,216	24.7%
Dividends	$323,513	37.0%
Sales of Assets	$241,961	27.7%
Other Income	$92,705	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,245,851	75.4%
Compensation of Officers*	$122,717	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,259,100
Total Liabilities	$0
Net Assets	$23,259,100

$1,353,125

Expenses

$1,676,649

Net Income

-$323,524

Net Assets

$24,277,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$187,846	13.9%
Dividends	$370,486	27.4%
Sales of Assets	$702,353	51.9%
Other Income	$92,440	6.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,300,200	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,277,016
Total Liabilities	$0
Net Assets	$24,277,016

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,345,949

Expenses

$1,648,649

Net Income

-$302,700

Net Assets

$24,626,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$218,175	16.2%
Dividends	$347,715	25.8%
Sales of Assets	$761,392	56.6%
Other Income	$18,667	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,300,200	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,626,377
Total Liabilities	$0
Net Assets	$24,626,377

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$2,068,861

Expenses

$1,550,629

Net Income

$518,232

Net Assets

$24,652,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$181,125	8.8%
Dividends	$329,507	15.9%
Sales of Assets	$1,537,312	74.3%
Other Income	$20,917	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,225,200	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,652,256
Total Liabilities	$0
Net Assets	$24,652,256

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,114,371

Expenses

$1,561,533

Net Income

-$447,162

Net Assets

$23,386,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$121,702	10.9%
Dividends	$511,763	45.9%
Sales of Assets	$482,959	43.3%
Other Income	-$2,053

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,250,200	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,386,777
Total Liabilities	$0
Net Assets	$23,386,777

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,180,206

Expenses

$1,594,982

Net Income

$585,224

Net Assets

$23,890,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$235,662	10.8%
Dividends	$446,063	20.5%
Sales of Assets	$1,491,372	68.4%
Other Income	$7,109	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,250,600	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,890,219
Total Liabilities	$0
Net Assets	$23,890,219

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Helen C Cole Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.21M (2024)

Expenses $1.93M (2024)

Total Assets $24.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$4.21M (2024)

Expenses

$1.93M (2024)

Total Assets

$24.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004