POOLE FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
POOLE FAMILY FOUNDATION INC (EIN 81-0758479)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349102072
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T13:30:12-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1878 VETERANS MEMORIAL HWY 4TH FLOORAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810758479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE POOLE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOOLBusinessNameControlTxt
Phone5162482873PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line197 TENTH STREETAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115301551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS POOLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5162482873PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN PETERSENPreparerPersonNm
PTINP00284196PTIN
Phone6314349500PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,792,631FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,232,912ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,991InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,991InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$59,142DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,142DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,783NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$149,783CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,447,828TotalRevAndExpnssAmt
Total Net Invst Incm$214,916TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,735OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,735OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,050TaxesRevAndExpnssAmt
Taxes Net Invst Incm$614TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$167,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$167,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,949TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,560TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,265,883ExcessRevenueOverExpensesAmt
Net Investment Income$203,967NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,573SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,269SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,234SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,181,117CorporateStockBOYAmt
Corporate Stock EOY$3,381,180CorporateStockEOYAmt
Corporate Stock EOYFMV$4,685,786CorporateStockEOYFMVAmt
Other Assets BOY$1,514OtherAssetsBOYAmt
Other Assets EOY$3,611OtherAssetsEOYAmt
Other Assets EOYFMV$3,611OtherAssetsEOYFMVAmt
Total Assets BOY$1,222,204TotalAssetsBOYAmt
Total Assets EOY$3,488,060TotalAssetsEOYAmt
Total Assets EOYFMV$4,792,631TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,222,204RetainedEarningBOYAmt
Retained Earning EOY$3,488,060RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,222,204TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,488,060TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,222,204TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,488,060TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,222,204TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,265,883ExcessRevenueOverExpensesAmt
Other Increases$3,327OtherIncreasesAmt
Subtotal$3,491,414SubtotalAmt
Other Decreases$3,354OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,488,060TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2022-01-01AcquiredDt
Sold2024-10-11SoldDt
Gross Sales Price$163,466GrossSalesPriceAmt
Cost Or Other Basis$13,683CostOrOtherBasisAmt
Gain Or Loss$149,783GainOrLossAmt
Gains Minus Excess Or Losses$149,783GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$149,783CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,835InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,835SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,835TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$25EsPenaltyAmt
Overpayment$1,140OverpaymentAmt
Applied To ES Tax$1,140AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHEPARD POOLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5162482873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line197 TENTH STREETAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS POOLE
97 10TH STREETGARDEN CITYNY11530PRESIDENT0.50$0$0$0
MARY JANE POOLE
97 10TH STREETGARDEN CITYNY11530SECRETARY0.50$0$0$0
SHEPARD POOLE
97 10TH STREETGARDEN CITYNY11530TREASURER0.50$0$0$0
STACEY LAHEY
97 10TH STREETGARDEN CITYNY11530DIRECTOR0.50$0$0$0
WENDY POOLE-PRICE
97 10TH STREETGARDEN CITYNY11530DIRECTOR0.50$0$0$0
LESLIE GALLAGHER
97 10TH STREETGARDEN CITYNY11530DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,647,897AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$228,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,876,854TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,876,854AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,153CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,833,701NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,685MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$141,685MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,835TaxBasedOnInvestmentIncomeAmt
Total Tax$2,835TotalTaxAmt
Distributable Before Adj$138,850DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$138,850DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$138,850DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,560ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,560QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,850DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$681,549ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$142,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$188,579ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$257,248ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$140,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,409,871TotalExcessDistributionCyovAmt
Qualifying Distributions$170,560QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$138,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,710RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,441,581TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$681,549ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$760,032ExcessDistriCyovToNextYrAmt
Excess From Year4$142,368ExcessFromYear4Amt
Excess From Year3$188,579ExcessFromYear3Amt
Excess From Year2$257,248ExcessFromYear2Amt
Excess From Year1$140,127ExcessFromYear1Amt
Excess From Current Year$31,710ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS POOLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHEDRAL OF THE INCARNATION
36 CATHEDRAL AVENUEGARDEN CITYNY11530N/APCANNUAL CONTRIBUTION$85,000
EAST END HOSPICE
PO BOX 1048WESTHAMPTON BEACHNY119787048N/APCPROGRAM SUPPORT$10,000
GARDEN CITY HISTORICAL SOCIETY
109 11TH STGARDEN CITYNY11530N/APCANNUAL CONTRIBUTION$12,910
THE BOB WOODRUFF FAMILY FOUNDATION
1350 BROADWAY SUITE 90NEW YORKNY10018N/APCPROGRAM SUPPORT$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$167,910TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,991ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,142ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$149,783ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$214,916ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$214,916TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
THOMAS B POOLE TRUST
197 10TH STREETGARDEN CITYNY11530$799,189Yes (X)
THOMAS B POOLE
297 10TH STREETGARDEN CITYNY11530$1,433,723Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,433,723FairMarketValueAmt
Received2024-09-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATION FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON.COM$78,497$193,063
APPLE INC.$156,655$560,941
JPMORGAN CHASE & CO.$52,731$91,569
MICROSOFT CORP$217,816$594,737
PROCTER & GAMBLE CO$45,388$61,360
AMERICAN FUND STRATEGIC BOND$62,893$49,658
GUGGENHEIM FDS TR TOTAL RETURN$115,146$93,867
THORNBURG INVT TR STRATEGIC INCOME FD$317,056$294,540
CAPITAL ONE$49,932$35,247
VIRTUS INC & GRWTH FD INSTL$114,164$124,025
AMERICAN AMCAP FUND F2$375,881$584,858
GOLDMAN SACHS GCG PARTNERS INTL OPP I$278,333$238,049
INVESCO EQV EMERGING MARKETS ALL CAP Y$64,383$73,441
ROYCE SMALL-CAP OPPORTUNITY INSTL$367,994$498,415
T ROWE PRICE EQUITY INCOME$229,537$255,381
T ROWE PRICE MID CAP GROWTH$273,749$369,935
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL$581,025$566,700

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT RECEIVABLEDesc
BOY Book Value$1,514BOYBookValueAmt
EOY Book Value$3,611EOYBookValueAmt
EOYFMV$3,611EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPY NON-DIVIDEND DISTRIBUTION ADJUSTMENTDesc
Amt$3,354Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS ANNUAL FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Amt$3,327Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$8,735Amt
Net Investment Income$8,735NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$436$0$0
FOREIGN TAXES$614$614$0

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