Robert H & Monica M Cole Foundation

Knoxville, TN
Tax-exempt since Jan. 1978
EIN: 62-6137973

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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.

Donations to this organization are tax deductible.

Revenue

$301k (2025)

Expenses

$436k (2025)

Total Assets

$2.77M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 Sept.
2025

Revenue

$301,318

Expenses

$435,832

Net Income

-$134,514

Net Assets

$2,770,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,019	56.4%
Sales of Assets	$131,299	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$318,500	73.1%
Compensation of Officers*	$116,109	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,770,781
Total Liabilities	$0
Net Assets	$2,770,781

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$36,109	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on Nov. 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$260,785

Expenses

$391,316

Net Income

-$130,531

Net Assets

$2,906,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,972	65.6%
Sales of Assets	$89,813	34.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,250	69.1%
Compensation of Officers*	$114,743	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,906,183
Total Liabilities	$0
Net Assets	$2,906,183

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$34,743	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on Oct. 16, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$412,519

Expenses

$410,644

Net Income

$1,875

Net Assets

$3,036,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$159,724	38.7%
Sales of Assets	$252,795	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,500	69.8%
Compensation of Officers*	$114,475	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,036,546
Total Liabilities	$0
Net Assets	$3,036,546

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$34,475	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on Nov. 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$345,431

Expenses

$405,429

Net Income

-$59,998

Net Assets

$3,034,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,348	43.2%
Sales of Assets	$196,083	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,100	70.6%
Compensation of Officers*	$116,806	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,034,840
Total Liabilities	$0
Net Assets	$3,034,840

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$36,806	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on July 17, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$284,400

Expenses

$374,165

Net Income

-$89,765

Net Assets

$3,091,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,077	52.4%
Sales of Assets	$135,323	47.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,500	68.3%
Compensation of Officers*	$115,017	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,091,840
Total Liabilities	$0
Net Assets	$3,091,840

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$35,017	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on May 11, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$210,557

Expenses

$432,329

Net Income

-$221,772

Net Assets

$3,184,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$153,221	72.8%
Sales of Assets	$57,336	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,200	70.1%
Compensation of Officers*	$114,356	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,184,612
Total Liabilities	$1
Net Assets	$3,184,611

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$34,356	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on Feb. 16, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$683,901

Expenses

$400,730

Net Income

$283,171

Net Assets

$3,406,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,202	22.1%
Sales of Assets	$532,699	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,500	69.2%
Compensation of Officers*	$114,474	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,406,129
Total Liabilities	$1
Net Assets	$3,406,128

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$34,474	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0
William W Davis Jr (Director)	$0	$0

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990-PF

Filed on Nov. 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$338,574

Expenses

$464,009

Net Income

-$125,435

Net Assets

$3,121,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,577	43.9%
Sales of Assets	$189,997	56.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,700	63.5%
Compensation of Officers*	$154,952	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,121,993
Total Liabilities	$0
Net Assets	$3,121,993

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$54,952	$0
Sarah Cole Page (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
James R Mckenry Jr (Director)	$20,000	$0
William W Davis Jr (Director)	$20,000	$0
Monica Cole Johnson (Director)	$20,000	$0

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990-PF

Filed on Jan. 28, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$309,279

Expenses

$406,759

Net Income

-$97,480

Net Assets

$3,248,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,624	47.4%
Sales of Assets	$162,655	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,000	68.8%
Compensation of Officers*	$120,247	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,248,523
Total Liabilities	$0
Net Assets	$3,248,523

Compensation

Key Employees and Officers	Compensation	Other
Home Federal Bank (Trustee)	$34,247	$0
Sarah Cole Page (Director)	$17,500	$0
Margaret Mckenry Nash (Director)	$17,500	$0
James R Mckenry Jr (Director)	$17,500	$0
Monica Cole Johnson (Director)	$17,500	$0
William W Davis Jr (Director)	$16,000	$0

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990-PF

Filed on July 2, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

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 Sept.
2015

Revenue

$278,890

Expenses

$391,969

Net Income

-$113,079

Net Assets

$3,522,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,032	56.3%
Sales of Assets	$121,858	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,350	69.5%
Compensation of Officers*	$80,000	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,522,734
Total Liabilities	$0
Net Assets	$3,522,734

Compensation

Key Employees and Officers	Compensation	Other
Sarah C Page (Director)	$16,000	$0
Cole Mckenry Johnson (Director)	$16,000	$0
James R Mckenryjr (Director)	$16,000	$0
Margaret Mckenry Nash (Director)	$16,000	$0
William W Davis Jr (Director)	$16,000	$0

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990-PF

Filed on Jan. 27, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$311,977

Expenses

$405,770

Net Income

-$93,793

Net Assets

$3,635,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$158,517	50.8%
Sales of Assets	$153,460	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,716	64.5%
Compensation of Officers*	$100,000	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,635,813
Total Liabilities	$0
Net Assets	$3,635,813

Compensation

Key Employees and Officers	Compensation	Other
Sarah C Page (Director)	$20,000	$0
Cole Mckenry Johnson (Director)	$20,000	$0
James R Mckenryjr (Director)	$20,000	$0
Margaret Mckenry Nash (Director)	$20,000	$0
William W Davis Jr (Director)	$20,000	$0

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990-PF

Filed on Feb. 20, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$414,598

Expenses

$355,982

Net Income

$58,616

Net Assets

$3,729,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,714	38.8%
Sales of Assets	$253,884	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,000	73.0%
Compensation of Officers*	$60,000	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,729,606
Total Liabilities	$1
Net Assets	$3,729,605

990-PF

Filed on April 9, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$220,434

Expenses

$345,246

Net Income

-$124,812

Net Assets

$3,670,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,839	70.7%
Sales of Assets	$64,595	29.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,000	69.8%
Compensation of Officers*	$91,229	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,670,990
Total Liabilities	$1
Net Assets	$3,670,989

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$300,902

Expenses

$338,247

Net Income

-$37,345

Net Assets

$3,795,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$143,698	47.8%
Sales of Assets	$157,164	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,500	75.2%
Compensation of Officers*	$91,299	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,795,802
Total Liabilities	$0
Net Assets	$3,795,802

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.

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Updated March 23, 2026

Robert H & Monica M Cole Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $301k (2025)

Expenses $436k (2025)

Total Assets $2.77M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Revenue

$301k (2025)

Expenses

$436k (2025)

Total Assets

$2.77M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001