POOLE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POOLE FAMILY CHARITABLE FOUNDATION (EIN 99-4009876)
- Tax period
- 2024-07-15 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202521299349102517
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T14:49:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-15 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 994009876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Poole Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POOL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | neal poole | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,692,832 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,921,127 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $721 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $721 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,250,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,389,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,058,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,412,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,309 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,919,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,400,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $707,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $707,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $11,211,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,984,868 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,919,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,692,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $11,919,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,919,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,919,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,919,841 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,919,841 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,919,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $9,250,101 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,860,963 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,389,138 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,389,138 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,389,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,470 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,470 | SubtotalAmt |
| Tax Based On Investment Income | $19,470 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19,470 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alexandra B Poole | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Neal B Poole | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,637,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,765,582 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,765,582 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,709,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,470 | TotalTaxAmt |
| Distributable Before Adj | $66,670 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,670 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,339 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $127,339 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,670 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $127,339 | QualifyingDistributionsAmt |
| Applied To Current Year | $66,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,669 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,669 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,669 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY SHUL OF MONTECITO AND SANTA BARBARA | |||||||
| 460 CAMINO DEL REMEDIO UNIT H | SANTA BARBARA | CA | 93110 | N/A | PC | General & Unrestricted | $100,000 |
| LIFECHRONICLES INC | |||||||
| 1330 STATE ST STE 201 | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $721 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $137,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,362 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Judith Poole 2012 Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 E 86th St Apt 5A | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,921,127 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (39 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF VOO, 2000 sh. | $1,102,670 | 2024-11-26 |
| 1 | VANGUARD SMALL-CAP VALUE ETF VBR, 320 sh. | $69,085 | 2024-11-26 |
| 1 | PARKER HANNIFIN CP PH, 582 sh. | $410,166 | 2024-11-26 |
| 1 | PEPSICO INC PEP, 215 sh. | $35,000 | 2024-11-26 |
| 1 | PROCTER GAMBLE CO PG, 1200 sh. | $213,996 | 2024-11-26 |
| 1 | RAYTHEON TECHNOLOGIES CORP RTX, 2429 sh. | $291,031 | 2024-11-26 |
| 1 | CHUBB LIMITED CB, 700 sh. | $200,704 | 2024-11-26 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 1265 sh. | $1,224,052 | 2024-11-26 |
| 1 | DANAHER CORP DHR, 775 sh. | $182,609 | 2024-11-26 |
| 1 | APPLE INC AAPL, 3080 sh. | $722,106 | 2024-11-26 |
| 1 | APPLIED MATERIALS INC AMAT, 1250 sh. | $216,509 | 2024-11-26 |
| 1 | THE BLACKSTONE GROUP INC CL A BX, 800 sh. | $64,662 | 2024-11-26 |
| 1 | BOOKING HOLDINGS INC BKNG, 8 sh. | $41,300 | 2024-11-26 |
| 1 | CHARLES SCHWAB CORP SCHW, 2000 sh. | $163,560 | 2024-11-26 |
| 1 | CHEVRON CORP CVX, 661 sh. | $107,194 | 2024-11-26 |
| 1 | NEXTERA ENERGY, INC NEE, 900 sh. | $69,413 | 2024-11-26 |
| 1 | ORACLE CORP ORCL, 1700 sh. | $323,612 | 2024-11-26 |
| 1 | ABBOTT LABS ABT, 1000 sh. | $118,005 | 2024-11-26 |
| 1 | ACCENTURE PLC ACN, 1250 sh. | $453,219 | 2024-11-26 |
| 1 | ALPHABET INC CL A GOOGL, 3000 sh. | $506,100 | 2024-11-26 |
| 1 | AMAZON COM AMZN, 1250 sh. | $256,119 | 2024-11-26 |
| 1 | ISHARES S&P SMALLCAP 600 GROWTH INDEX F IJT, 1413 sh. | $211,039 | 2024-11-26 |
| 1 | JOHNSON & JOHNSON JNJ, 1000 sh. | $154,205 | 2024-11-26 |
| 1 | JP MORGAN CHASE JPM, 190 sh. | $47,437 | 2024-11-26 |
| 1 | LOCKHEED MARTIN CORP LMT, 200 sh. | $104,345 | 2024-11-26 |
| 1 | MASTERCARD INC MA, 500 sh. | $263,927 | 2024-11-26 |
| 1 | MICROSOFT CORP MSFT, 400 sh. | $169,578 | 2024-11-26 |
| 1 | HOME DEPOT INC HD, 1100 sh. | $475,236 | 2024-11-26 |
| 1 | HONEYWELL INTL HON, 1000 sh. | $231,175 | 2024-11-26 |
| 1 | INTUITIVE SURGICAL ISRG, 200 sh. | $108,228 | 2024-11-26 |
| 1 | ISHARE SP SMALL CAP 600 INDEX FD IJR, 676 sh. | $85,280 | 2024-11-26 |
| 1 | ISHARES TRUST MSCI EAFE INDEX FUND EFA, 187 sh. | $14,503 | 2024-11-26 |
| 1 | ISHARES MSCI EAFE SMALL CAP INDEX FUND SCZ, 1118 sh. | $69,989 | 2024-11-26 |
| 1 | SHERWIN-WILLIAMS CO SHW, 690 sh. | $274,337 | 2024-11-26 |
| 1 | TJX COMPANIES INC TJX, 2800 sh. | $351,218 | 2024-11-26 |
| 1 | UNION PACIFIC UNP, 640 sh. | $156,680 | 2024-11-26 |
| 1 | VANGUARD FTSE EMERGING MARKETS VWO, 745 sh. | $33,721 | 2024-11-26 |
| 1 | ELI LILLY & CO LLY, 1384 sh. | $1,094,017 | 2024-11-26 |
| 1 | EXXON MOBIL CORP XOM, 813 sh. | $96,554 | 2024-11-26 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $62,092 | $53,993 |
| ALPHABET INC CL A | $162,627 | $182,485 |
| AMAZON COM | $125,831 | $134,705 |
| AMERICAN EXPRESS CO | $141,965 | $138,898 |
| AMGEN INC | $32,678 | $31,277 |
| APPLE INC | $229,995 | $245,662 |
| BLACKROCK INC | $112,692 | $110,712 |
| COMCAST CORP | $106,907 | $94,350 |
| COMMUNICATION SVCS SLCT SCTR S | $29,652 | $28,462 |
| ELI LILLY & CO | $99,445 | $97,272 |
| EXXON MOBIL CORP | $121,801 | $111,658 |
| HOME DEPOT INC | $89,578 | $80,910 |
| HONEYWELL INTL | $118,130 | $115,430 |
| INTERNATIONAL BUSINESS MACHINE | $146,688 | $135,855 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $934,155 | $931,375 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $788,306 | $777,998 |
| ISHARES BARCLAYS SHORT TREASUR | $550,596 | $550,110 |
| ISHARES BROAD USD INV GRD CORP | $297,435 | $289,764 |
| ISHARES DOW JONES US TELECOM | $114,278 | $108,849 |
| ISHARES S&P SMALLCAP 600 VALUE | $85,730 | $80,589 |
| ISHARES SHORT TERM CORPORATE B | $376,990 | $374,256 |
| ISHARESLEHMAN 7-10YR | $304,213 | $295,655 |
| JP MORGAN CHASE | $242,031 | $235,395 |
| JP MORGAN ULTRA SHORT INCOME E | $378,214 | $377,422 |
| LOCKHEED MARTIN CORP | $113,684 | $106,421 |
| MASTERCARD INC | $119,823 | $119,531 |
| MCDONALD'S CORP | $59,791 | $57,688 |
| MERCK & CO INC | $125,558 | $121,465 |
| META PLATFORMS INC | $172,598 | $161,601 |
| MICROSOFT CORP | $270,174 | $264,281 |
| NVIDIA CORP | $635,500 | $599,471 |
| PALANTIR TECHNOLOGIES INC | $310,985 | $307,890 |
| PALO ALTO NETWORKS INC | $457,454 | $409,228 |
| PEPSICO INC | $55,678 | $52,461 |
| PIMCO ENHANCED SHORT MATURITY | $325,789 | $325,503 |
| PROCTER GAMBLE CO | $142,352 | $134,120 |
| ROCKWELL AUTOMATION INC | $44,882 | $43,440 |
| SALESFORCE.COM | $66,610 | $61,517 |
| SELECT SECTOR SPDR ENERGY FUND | $97,224 | $91,742 |
| SELECT SECTOR SPDR-HEALTH CARE | $327,904 | $312,834 |
| SERVICE NOW | $189,688 | $178,100 |
| SPDR GOLD SHARES | $272,698 | $271,186 |
| T-MOBILE US INC | $79,179 | $72,179 |
| TESLA MOTORS INC | $56,928 | $61,384 |
| THE BLACKSTONE GROUP INC CL A | $62,711 | $126,039 |
| THE COCA-COLA CO | $105,427 | $104,659 |
| THERMO FISHER SCIENTIFIC INC | $47,134 | $46,300 |
| TRANSDIGM GRP INC | $54,886 | $54,493 |
| UNITEDHEALTH GROUP INC | $148,318 | $136,582 |
| VALERO ENERGY CORP | $70,459 | $66,076 |
| VANGUARD CONSUMER DISCRETIONAR | $28,798 | $27,778 |
| VANGUARD CONSUMER STAPLES ETF | $128,451 | $121,755 |
| VANGUARD FIN ETF | $184,247 | $175,570 |
| VANGUARD INDUSTRIALS ETF | $35,434 | $33,071 |
| VANGUARD INFORMATION TECHNOLOG | $50,333 | $48,500 |
| VANGUARD MTRL ETF | $44,709 | $40,761 |
| VANGUARD SHOR-TERM GOV BOND | $315,910 | $314,928 |
| VANGUARD SMALL-CAP GROWTH ETF | $81,505 | $75,616 |
| VERIZON COMMUNICATIONS | $52,871 | $50,067 |
| VISA INC | $224,156 | $227,549 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2024 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $120,000 This amount represents 25% or more of the Foundation's net assets of $10,000 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $339 | $339 |
| Administrative Set-Up Fee | $5,900 | $5,900 |
| Delaware Incorporation Fees | $500 | $500 |
| IRS Application Fees | $600 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,309 | Amt |
| Net Investment Income | $11,309 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Poole 2012 Revocable Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 E 86th St Apt 5A | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
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