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· Private foundation

Helen C Cole Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.4M
Granted FY2024still arriving
15
Grants FY2024still arriving
3
States reached
$707k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$3.3MArts & Culture$1.2MEducation$892kHealth$394kEmployment$197kHuman Services$197kReligion$197kPublic Safety & Disaster$197k
02FY2024 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k9 grants · $390k
  • $50k–250k5 grants · $317k
  • $250k+1 grant · $707k
$43,377
Median grant
3
States reached
$25M
Total assets
Largest grants
RecipientAmount
THE CLEVELAND FOUNDATION$707,273
CLEVELAND MUSEUM OF ART$63,377
LAUREL SCHOOL$63,377
WELLESLEY COLLEGE$63,377
SCRIPPS COLLEGE$63,377
CLEVELAND INSTITUTE OF ART$63,377
CLEVELAND MUSEUM OF NATURAL HISTORY$43,377
CLEVELAND SIGHT CENTER$43,377
MUSICAL ARTS ASSOCIATION$43,377
BENJAMIN ROSE INSTITUTE$43,377
CHURCH OF THE COVENANT$43,377
AMERICAN RED CROSS$43,377
CLEVELAND MUSIC SCHOOL SETTLEMENT$43,377
VOCATIONAL GUIDANCE SERVICES$43,377
CLEVELAND HEARING AND SPEECH CENTER$43,377
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–24, $394k) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%BENJAMIN ROSE INSTITUTE: $43k → 17%BENJAMIN ROSE INSTITUTE: $43k → 17%BENJAMIN ROSE INSTITUTE: $37k → 17%BENJAMIN ROSE INSTITUTE: $37k → 17%BENJAMIN ROSE INSTITUTE: $37k → 17%CLEVELAND SIGHT CENTER: $43k → 17%CLEVELAND SIGHT CENTER: $43k → 17%CLEVELAND SIGHT CENTER: $37k → 17%CLEVELAND SIGHT CENTER OF CLEVELAND SOCIETY FOR THE BLIND: $37k → 17%CLEVELAND SIGHT CENTER OF CLEVELAND SOCIETY FOR THE BLIND: $37k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$3.3M · 14 repeat orgs$0 to everyone else

14 repeat relationships: 14 still active in FY2024, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

14
0

Total granted

$3.3M
$0

Still filing today

86%
0%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Arts & CultureEducationHuman ServicesEmploymentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CM
    CLEVELAND MUSEUM OF ART
    5× · 2020–2024 · $297k · revenue +23%
  • TC
    THE CLEVELAND INSTITUTE OF ART
    5× · 2020–2024 · $297k · revenue +34%
  • SC
    Scripps College
    5× · 2020–2024 · $297k · revenue +64%

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field

    Closest unfunded matches

    The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

    1
    Cleveland Institute of Music

    The cleveland institute of music's mission is to empower the world's most talented classical music students to fulfill their dreams and potential.

    Education
    2
    Wilson College

    Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

    Education
    3
    Lehigh University

    The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

    Education
    4
    Sterling and Francine Clark Art Institute

    See schedule o for the organization's mission statement.please see description for part i, line 1, above.

    Arts & Culture
    5
    Boston Architectural College

    The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

    —
    6
    Cincinnati Museum Center

    Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.

    Arts & Culture
    7
    Clarkson University

    Clarkson university is an independent, nationally recognized technological university whose faculty of teacher-scholars aspires to offer superior instruction and engage in high-quality research and scholarship in engineering, business,…

    Education
    8
    Point Park University

    Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

    —
    9
    University of New Haven

    The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

    Education
    10
    Capital University

    Capital university transforms lives by empowering an inclusive community of learners through engaging academic, co-curricular, and professional experiences.

    Education
    11
    Carleton College

    See schedule o.founded in 1866, carleton college is a private, coeducational liberal arts college of 2,007 students located in the historic river town of northfield, minnesota. nationally recognized as the nation's top college for…

    Education
    12
    Columbia College Chicago

    The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

    Education
    How this is measured
    The grantee most central to the portfolio’s shape is The Cleveland Institute of Art; the most unlike its peers is The Musical Arts Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
    04the grantee network

    13 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 15 grantees resolved in that span have returns of their own we could reconcile.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    0
    Load-bearing (≥25% of a budget)
    0
    Early backer (in before they grew)
    13/13
    Grantees still filing
    11/13
    Grew since first funded

    Where the money sits, by cause and then by grantee

    THE CLEVELAND FOUNDATION: $3,261,134 · PhilanthropyTHE CLEVELAND FOUNDATIONTHE CLEVELAND INSTITUTE OF ART: $297,225 · EducationTHE CLEVELAND INSTIT…Scripps College: $297,224 · EducationScripps CollegeLAUREL SCHOOL: $297,224 · EducationLAUREL SCHOOLWellesley College: $297,224 · EducationWellesley CollegeCLEVELAND MUSEUM OF ART: $297,225 · Arts & CultureCLEVELAND MUSEU…CLEVELAND MUSEUM OF NATURAL HISTORY: $197,225 · Arts & CultureCLEVELAND MUSEU…The Musical Arts Association: $197,225 · Arts & CultureThe Musical Art…THE CLEVELAND MUSIC SCHOOL SETTLEMENT: $197,225 · Arts & CultureTHE CLEVELAND M…CLEVELAND HEARING AND SPEECH CENTER: $197,225 · OtherCLEVELAND …CHURCH OF THE COVENANT: $197,225 · OtherCHURCH OF …AMERICAN RED CROSS: $197,224 · OtherAMERICAN R…BENJAMIN ROSE INSTITUTE: $197,225 · Human ServicesCLEVELAND SOCIETY FOR THE BLIND: $197,225 · Human ServicesVOCATIONAL GUIDANCE SERVICES: $197,225 · Employment
    Philanthropy$3,261,134Education$1,188,897Arts & Culture$888,900Other$591,674Human Services$394,450Employment$197,225

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE CLEVELAND FOUNDATION: $3,261,134 over 5y, 0.5% of budgetCLEVELAND MUSEUM OF ART: $297,225 over 5y, 0.1% of budgetTHE CLEVELAND INSTITUTE OF ART: $297,225 over 5y, 0.2% of budgetScripps College: $297,224 over 5y, 0.1% of budgetLAUREL SCHOOL: $297,224 over 5y, 0.3% of budgetWellesley College: $297,224 over 5y, 0.0% of budgetCLEVELAND MUSEUM OF NATURAL HISTORY: $197,225 over 5y, 0.2% of budgetThe Musical Arts Association: $197,225 over 5y, 0.1% of budgetBENJAMIN ROSE INSTITUTE: $197,225 over 5y, 0.6% of budgetTHE CLEVELAND MUSIC SCHOOL SETTLEMENT: $197,225 over 5y, 0.8% of budgetCLEVELAND SOCIETY FOR THE BLIND: $197,225 over 5y, 0.3% of budgetCLEVELAND HEARING AND SPEECH CENTER: $197,225 over 5y, 0.9% of budgetVOCATIONAL GUIDANCE SERVICES: $197,225 over 5y, 0.8% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds THE CLEVELAND FOUNDATION ↗
    • Who funds CLEVELAND MUSEUM OF ART ↗
    • Who funds THE CLEVELAND INSTITUTE OF ART ↗
    • Who funds Scripps College ↗
    • Who funds LAUREL SCHOOL ↗
    • Who funds Wellesley College ↗
    • Who funds CLEVELAND MUSEUM OF NATURAL HISTORY ↗
    • Who funds The Musical Arts Association ↗
    • Who funds BENJAMIN ROSE INSTITUTE ↗
    • Who funds THE CLEVELAND MUSIC SCHOOL SETTLEMENT ↗
    • Who funds CLEVELAND SOCIETY FOR THE BLIND ↗
    • Who funds CLEVELAND HEARING AND SPEECH CENTER ↗
    • Who funds VOCATIONAL GUIDANCE SERVICES ↗

    Co-funders

    Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

    The Cleveland FoundationOH19.5× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

    Open a dossier: The Cleveland Foundation · Jewish Federation of Cleveland · Mary and Oliver Emerson Foundation · The Kelvin & Eleanor Smith Foundation · The Sk Wellman Foundation · A Malachi Mixon III & Barbara W Mixon Foundation · The Gries Family Foundation · George Codrington Fdnhirtlena · The Jochum-Moll Foundation · Richard Horvitz and Erica Hartman-Horvitz Foundation · Jack Joseph & Morton Mandel Foundation · The Lozick Family Foundation

    How this is measured
    Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

    How much its grantees rely on government

    Each dot is one organization Helen C Cole Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Helen C Cole Charitable Trust. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
    • Wellesley College: 1% of income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Helen C Cole Charitable Trust?

    Find your warmest path to Helen C Cole Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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