Civic Intelligence

The S Mason Cole Jr and Lula P Cole Charitable Trust

EIN 26-6779458 • Williamsburg, VA

Pub. 78 Eligible
4804 Courthouse St Ste 1AWilliamsburg, VA 23188
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$40,545

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

135%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,566,683

Up $88,936 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,566,683

Up $88,936 (+3.6%) from 2023

Revenue

Up

$381,509

Up $219,150 (+135%) from 2023

Expenses

Down

$293,753

Down $2,523 (-0.9%) from 2023

Net Income

Up

$87,756

Up $221,673 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,069,857Liabilities 2017: $0Net Assets 2017: $3,069,8572017Assets 2018: $3,002,600Liabilities 2018: $0Net Assets 2018: $3,002,6002018Assets 2019: $2,956,043Liabilities 2019: $0Net Assets 2019: $2,956,0432019Assets 2020: $2,810,033Liabilities 2020: $0Net Assets 2020: $2,810,0332020Assets 2021: $2,787,579Liabilities 2021: $0Net Assets 2021: $2,787,5792021Assets 2022: $2,611,375Liabilities 2022: $0Net Assets 2022: $2,611,3752022Assets 2023: $2,477,747Liabilities 2023: $0Net Assets 2023: $2,477,7472023Assets 2024: $2,566,683Liabilities 2024: $0Net Assets 2024: $2,566,6832024

Highlighted filing

2024

Assets$2,566,683
Liabilities$0
Net Assets$2,566,683

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $550,026Expenses 2017: $307,148Net Income 2017: $242,8782017Revenue 2018: $295,056Expenses 2018: $369,901Net Income 2018: -$74,8452018Revenue 2019: $340,456Expenses 2019: $342,333Net Income 2019: -$1,8772019Revenue 2020: $168,566Expenses 2020: $314,102Net Income 2020: -$145,5362020Revenue 2021: $312,621Expenses 2021: $334,925Net Income 2021: -$22,3042021Revenue 2022: $141,918Expenses 2022: $317,465Net Income 2022: -$175,5472022Revenue 2023: $162,359Expenses 2023: $296,276Net Income 2023: -$133,9172023Revenue 2024: $381,509Expenses 2024: $293,753Net Income 2024: $87,7562024

Highlighted filing

2024

Revenue$381,509
Expenses$293,753
Net Income$87,756

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHESAPEAKE TRUST COMPANYTrusteePT$40,545-$40,545
Filing and Contact Details

Filer

Filer Name
Mason and Lula Cole Charitable Tua 600008015
EIN
26-6779458
Phone
8044354246
Address
4804 COURTHOUSE ST STE 1A, WILLIAMSBURG, VA 23188

Signing Officer

Name
Chesapeake Wealth Management
Title
Officer
Phone
8044354246
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Complex Lc
Address
1650 WILLOW LAWN DR STE 200, RICHMOND, VA 23230
Preparer
James T Short
Phone
8042822444
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt072720
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040545
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010136
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053753
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-01-29

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