Civic Intelligence

Helen C Cole Charitable Trust

990T • Fiscal year 2024 • EIN 34-7178399

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
600 Superior Ave E 1701Cleveland, OH 44114

(216) 382-2000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2020: $23,414,480Liabilities 2020: $0Net Assets 2020: $23,414,4802020Assets 2021: $25,043,450Liabilities 2021: $0Net Assets 2021: $25,043,4502021Assets 2022: $23,101,317Liabilities 2022: $121,659Net Assets 2022: $22,979,6582022Assets 2023: $22,399,999Liabilities 2023: $30,427Net Assets 2023: $22,369,5722023Assets 2024: $24,657,236Liabilities 2024: $0Net Assets 2024: $24,657,2362024

Latest loaded filing

2024

Assets$24,657,236
Liabilities$0
Net Assets$24,657,236
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $1,523,653Expenses 2020: $1,672,065Net Income 2020: -$148,4122020Revenue 2021: $3,046,602Expenses 2021: $1,724,337Net Income 2021: $1,322,2652021Revenue 2022: $609,354Expenses 2022: $1,828,152Net Income 2022: -$1,218,7982022Revenue 2023: $1,052,327Expenses 2023: $1,635,860Net Income 2023: -$583,5332023Revenue 2024: $4,207,836Expenses 2024: $1,926,412Net Income 2024: $2,281,4242024

Latest loaded filing

2024

Revenue$4,207,836
Expenses$1,926,412
Net Income$2,281,424
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Helen C Cole Charitable Trust
EIN
34-7178399
Phone
2163822000
Address
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114

Signing Officer

Name
Mark F Swary
Title
Trustee
Phone
2163822000
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
600 SUPERIOR AVE E STE 1701, CLEVELAND, OH 44114-2614
Preparer
Dominic M Fragapane
Phone
2163822000
Raw XML Appendix122 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0453
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0453
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IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt03725
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IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt03900
IRS990TScheduleA/CapitalGainNetIncomeAmt0453
IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-192
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02870
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/UBIBeforeNOLDedAmt03215
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IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0176
IRS990T/TaxLessCreditsAmt0175
IRS990T/TotalCreditsAmt01
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03900
IRS990T/TotalTaxAmt0175
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IRS990T/TotalUBTIAmt02213
IRS990T/TotalUBTIBeforeNOLSpecificAmt03213
IRS990T/TotalUBTIBeforeSection199AAmt03213
IRS990T/TotalUBTIComputedAmt03215
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK F SWARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
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ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0347178399
ReturnHeader/Filer/PhoneNum02163822000
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ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SUPERIOR AVE E STE 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142614
ReturnHeader/PreparerPersonGrp/PhoneNum02163822000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs02025-11-14T11:09:22-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$4.21$1.93$2.28
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$22.4$0.03$22.4$1.05$1.64$0.58
2022Detailed filing. Detailed filing data is available for this year.$23.1$0.12$23.0$0.61$1.83$1.22
2021Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$3.05$1.72$1.32
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$1.52$1.67$0.15