2025-05-09T14:49:30-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-07-15 994009876 Poole Family Charitable Foundation % Foundation Source POOL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 neal poole treasurer 8008391754 2025-05-05 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X X 11692832 X 11921127 721 721 22205 22205 114436 9250101 1389138 12058489 1412064 0 11309 11309 7339 7339 18648 11309 7339 120000 120000 138648 11309 127339 11919841 1400755 707964 707964 11211877 10984868 0 11919841 11692832 0 0 X 11919841 0 11919841 0 11919841 0 11919841 11919841 11919841 Publicly-traded Securities 9250101 7860963 1389138 1389138 1389138 19470 19470 19470 0 0 19470 false false false false false false true true true DE true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 3637903 127679 0 3765582 0 3765582 56484 3709098 86140 86140 19470 19470 66670 66670 66670 127339 0 0 0 0 127339 66670 127339 66670 60669 60669 0 60669 60669 NONE X COMMUNITY SHUL OF MONTECITO AND SANTA BARBARA 460 CAMINO DEL REMEDIO UNIT H SANTA BARBARA CA 93110 N/A PC General & Unrestricted 100000 LIFECHRONICLES INC 1330 STATE ST STE 201 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 20000 120000 14 721 14 22205 18 114436 137362 137362 false false false false false false false false false false X X 1 Judith Poole 2012 Revocable Trust 535 E 86th St Apt 5A New York NY 10028 11921127 X X 1 VANGUARD S&P 500 ETF VOO, 2000 sh. 1102670 2024-11-26 1 VANGUARD SMALL-CAP VALUE ETF VBR, 320 sh. 69085 2024-11-26 1 PARKER HANNIFIN CP PH, 582 sh. 410166 2024-11-26 1 PEPSICO INC PEP, 215 sh. 35000 2024-11-26 1 PROCTER GAMBLE CO PG, 1200 sh. 213996 2024-11-26 1 RAYTHEON TECHNOLOGIES CORP RTX, 2429 sh. 291031 2024-11-26 1 CHUBB LIMITED CB, 700 sh. 200704 2024-11-26 1 COSTCO WHOLESALE CORPORATION COST, 1265 sh. 1224052 2024-11-26 1 DANAHER CORP DHR, 775 sh. 182609 2024-11-26 1 APPLE INC AAPL, 3080 sh. 722106 2024-11-26 1 APPLIED MATERIALS INC AMAT, 1250 sh. 216509 2024-11-26 1 THE BLACKSTONE GROUP INC CL A BX, 800 sh. 64662 2024-11-26 1 BOOKING HOLDINGS INC BKNG, 8 sh. 41300 2024-11-26 1 CHARLES SCHWAB CORP SCHW, 2000 sh. 163560 2024-11-26 1 CHEVRON CORP CVX, 661 sh. 107194 2024-11-26 1 NEXTERA ENERGY, INC NEE, 900 sh. 69413 2024-11-26 1 ORACLE CORP ORCL, 1700 sh. 323612 2024-11-26 1 ABBOTT LABS ABT, 1000 sh. 118005 2024-11-26 1 ACCENTURE PLC ACN, 1250 sh. 453219 2024-11-26 1 ALPHABET INC CL A GOOGL, 3000 sh. 506100 2024-11-26 1 AMAZON COM AMZN, 1250 sh. 256119 2024-11-26 1 ISHARES S&P SMALLCAP 600 GROWTH INDEX F IJT, 1413 sh. 211039 2024-11-26 1 JOHNSON & JOHNSON JNJ, 1000 sh. 154205 2024-11-26 1 JP MORGAN CHASE JPM, 190 sh. 47437 2024-11-26 1 LOCKHEED MARTIN CORP LMT, 200 sh. 104345 2024-11-26 1 MASTERCARD INC MA, 500 sh. 263927 2024-11-26 1 MICROSOFT CORP MSFT, 400 sh. 169578 2024-11-26 1 HOME DEPOT INC HD, 1100 sh. 475236 2024-11-26 1 HONEYWELL INTL HON, 1000 sh. 231175 2024-11-26 1 INTUITIVE SURGICAL ISRG, 200 sh. 108228 2024-11-26 1 ISHARE SP SMALL CAP 600 INDEX FD IJR, 676 sh. 85280 2024-11-26 1 ISHARES TRUST MSCI EAFE INDEX FUND EFA, 187 sh. 14503 2024-11-26 1 ISHARES MSCI EAFE SMALL CAP INDEX FUND SCZ, 1118 sh. 69989 2024-11-26 1 SHERWIN-WILLIAMS CO SHW, 690 sh. 274337 2024-11-26 1 TJX COMPANIES INC TJX, 2800 sh. 351218 2024-11-26 1 UNION PACIFIC UNP, 640 sh. 156680 2024-11-26 1 VANGUARD FTSE EMERGING MARKETS VWO, 745 sh. 33721 2024-11-26 1 ELI LILLY & CO LLY, 1384 sh. 1094017 2024-11-26 1 EXXON MOBIL CORP XOM, 813 sh. 96554 2024-11-26 ADVANCED MICRO DEVICES INC 62092 53993 ALPHABET INC CL A 162627 182485 AMAZON COM 125831 134705 AMERICAN EXPRESS CO 141965 138898 AMGEN INC 32678 31277 APPLE INC 229995 245662 BLACKROCK INC 112692 110712 COMCAST CORP 106907 94350 COMMUNICATION SVCS SLCT SCTR S 29652 28462 ELI LILLY & CO 99445 97272 EXXON MOBIL CORP 121801 111658 HOME DEPOT INC 89578 80910 HONEYWELL INTL 118130 115430 INTERNATIONAL BUSINESS MACHINE 146688 135855 ISHARES BARCLAYS 1-3 YEAR TREA 934155 931375 ISHARES BARCLAYS 3-7 YEAR TREA 788306 777998 ISHARES BARCLAYS SHORT TREASUR 550596 550110 ISHARES BROAD USD INV GRD CORP 297435 289764 ISHARES DOW JONES US TELECOM 114278 108849 ISHARES S&P SMALLCAP 600 VALUE 85730 80589 ISHARES SHORT TERM CORPORATE B 376990 374256 ISHARESLEHMAN 7-10YR 304213 295655 JP MORGAN CHASE 242031 235395 JP MORGAN ULTRA SHORT INCOME E 378214 377422 LOCKHEED MARTIN CORP 113684 106421 MASTERCARD INC 119823 119531 MCDONALD'S CORP 59791 57688 MERCK & CO INC 125558 121465 META PLATFORMS INC 172598 161601 MICROSOFT CORP 270174 264281 NVIDIA CORP 635500 599471 PALANTIR TECHNOLOGIES INC 310985 307890 PALO ALTO NETWORKS INC 457454 409228 PEPSICO INC 55678 52461 PIMCO ENHANCED SHORT MATURITY 325789 325503 PROCTER GAMBLE CO 142352 134120 ROCKWELL AUTOMATION INC 44882 43440 SALESFORCE.COM 66610 61517 SELECT SECTOR SPDR ENERGY FUND 97224 91742 SELECT SECTOR SPDR-HEALTH CARE 327904 312834 SERVICE NOW 189688 178100 SPDR GOLD SHARES 272698 271186 T-MOBILE US INC 79179 72179 TESLA MOTORS INC 56928 61384 THE BLACKSTONE GROUP INC CL A 62711 126039 THE COCA-COLA CO 105427 104659 THERMO FISHER SCIENTIFIC INC 47134 46300 TRANSDIGM GRP INC 54886 54493 UNITEDHEALTH GROUP INC 148318 136582 VALERO ENERGY CORP 70459 66076 VANGUARD CONSUMER DISCRETIONAR 28798 27778 VANGUARD CONSUMER STAPLES ETF 128451 121755 VANGUARD FIN ETF 184247 175570 VANGUARD INDUSTRIALS ETF 35434 33071 VANGUARD INFORMATION TECHNOLOG 50333 48500 VANGUARD MTRL ETF 44709 40761 VANGUARD SHOR-TERM GOV BOND 315910 314928 VANGUARD SMALL-CAP GROWTH ETF 81505 75616 VERIZON COMMUNICATIONS 52871 50067 VISA INC 224156 227549 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. Administrative Fees 339 339 Administrative Set-Up Fee 5900 5900 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Investment Management Services 11309 11309 Judith Poole 2012 Revocable Trust 535 E 86th St Apt 5A New York NY 10028