POOLE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
POOLE FAMILY CHARITABLE FOUNDATION (EIN 99-4009876)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-22
IRS object ID
202602659349100900
Schema version
2025v4.2
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)
Return2026-09-22T10:12:16-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN994009876EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Poole Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlPOOLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNeal PoolePersonNm
Person TitleSecretaryPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-09-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,537,437FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,648,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43,620InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43,620InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$297,178DividendsRevAndExpnssAmt
Dividends Net Invst Incm$297,178DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,179,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$111,791CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,499OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,499OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,057,965TotalRevAndExpnssAmt
Total Net Invst Incm$454,088TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,250CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,787PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,787PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$131,012OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$131,012OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$22,170TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$44,134OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,947OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36,187OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$215,353TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$138,959TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54,224TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$708,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$708,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$923,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$138,959TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$762,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,134,612ExcessRevenueOverExpensesAmt
Net Investment Income$315,129NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$707,964SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$411,005SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$411,005SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,211,877CorporateStockBOYAmt
Corporate Stock EOY$13,161,779CorporateStockEOYAmt
Corporate Stock EOYFMV$14,645,008CorporateStockEOYFMVAmt
Other Investments EOY$481,669OtherInvestmentsEOYAmt
Other Investments EOYFMV$481,424OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,919,841TotalAssetsBOYAmt
Total Assets EOY$14,054,453TotalAssetsEOYAmt
Total Assets EOYFMV$15,537,437TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,919,841RetainedEarningBOYAmt
Retained Earning EOY$14,054,453RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,919,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,054,453TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,919,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,054,453TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,919,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,134,612ExcessRevenueOverExpensesAmt
Subtotal$14,054,453SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,054,453TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$4,179,006$4,112,399$66,607$66,607
Passthrough K1 Capital Gain/(Loss)$45,184
FieldValueIRS element (for citing)
Capital Gain Net Income$111,791CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,380InvestmentIncomeExciseTaxAmt
Subtotal$4,380SubtotalAmt
Tax Based On Investment Income$4,380TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$380TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Alexandra B Poole
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres40.0$16,250$544$0
Neal B Poole
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas, Pres1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Morgan StanleyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 EAST 52ND STREET 10TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10055ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment MgmtServiceTypeTxt
Compensation$131,012CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,031,583AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$389,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$481,424FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,902,506TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,902,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$208,538CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,693,968NetVlNoncharitableAssetsAmt
Minimum Investment Return$684,698MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$684,698MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,380TaxBasedOnInvestmentIncomeAmt
Total Tax$4,380TotalTaxAmt
Distributable Before Adj$680,318DistributableBeforeAdjAmt
Distributable Before Ded$680,318DistributableBeforeDedAmt
Distributable As Adjusted$680,318DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$762,224ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$762,224QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$680,318DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr1$60,669ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,669TotalExcessDistributionCyovAmt
Qualifying Distributions$762,224QualifyingDistributionsAmt
Applied To Current Year$680,318AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,906RemainingDistriFromCorpusAmt
Total Corpus$142,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$142,575ExcessDistriCyovToNextYrAmt
Excess From Year1$60,669ExcessFromYear1Amt
Excess From Current Year$81,906ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF
55 EAST 59TH ST 14TH FLNEW YORKNY10022N/APCTechnion Healthy Aging Institute$100,000
COMPASS PRO BONO
2000 PENNSYLVANIA AVE NW STE 7000WASHINGTONDC20006N/APCGeneral & Unrestricted$50,000
FUTURES IGNITE INC
5030 BROADWAY STE 618NEW YORKNY10034N/APCGeneral & Unrestricted$10,000
JOHNS HOPKINS UNIVERSITY
750 E PRATT ST 17TH FLBALTIMOREMD21202N/APCCholangiocarcinoma Research Fund of Dr. Mark Yarchoan$150,000
NEW YORK-PRESBYTERIAN FUND INC
PO BOX 25667NEW YORKNY10087N/APCFriends of the Iris Cantor (FOIC)$15,000
NEW YORK-PRESBYTERIAN FUND INC
PO BOX 25667NEW YORKNY10087N/APCHT5 Women's Health Clinic$100,000
THE NEW YORK CENTER FOR CHILDREN
333 EAST 70TH STNEW YORKNY10021N/APCGeneral & Unrestricted$40,000
THE URBAN OUTREACH CENTER OF NEW YORK CITY INC
1745 1ST AVENEW YORKNY10128N/APCTuesday Community Dinners$6,000
THE URBAN OUTREACH CENTER OF NEW YORK CITY INC
1745 1ST AVENEW YORKNY10128N/APCTo provide turkeys for Thanksgiving distribution$12,000
THE URBAN OUTREACH CENTER OF NEW YORK CITY INC
1745 1ST AVENEW YORKNY10128N/APCGeneral & Unrestricted$25,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145N/APCIntegrative Hepatology$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 S OLIVE ST 25TH FLLOS ANGELESCA90015N/APCJudith Poole Excellence in Pain Medicine Fund$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$708,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,620ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$297,178ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,118ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Exclusion14ExclusionCd
Exclusion$1,499ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$409,415ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$409,415TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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
Judith Poole 2012 Revocable Trust
1c/o N Poole 535 E 86th St Apt 5ANew YorkNY10028$2,547,842Yes (X)Yes (X)
Poole Neal B
2535 E 86th St Apt 5ANew YorkNY10028$100,708Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1GLYNN EMERGING OPPORTUNITY FUND II LP GLYNNFUND2, 1 sh.$442,9332025-01-01
2NVIDIA CORP NVDA, 135 sh.$25,1252025-12-23
2Palantir Technologies Inc PLTR, 258 sh.$49,9372025-12-23
2SPDR GOLD SHARES GLD, 62 sh.$25,6462025-12-23

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$66,329$84,998
ADVANCED MICRO DEVICES INC$28,678$44,759
ALPHABET INC CL A$205,408$379,669
AMAZON COM$167,932$186,964
AMERICAN EXPRESS CO$178,114$216,421
AMGEN INC$32,745$39,277
APPLE INC$350,754$432,257
BLACKROCK INC$136,364$141,285
BROADCOM INC$58,582$89,986
COMMUNICATION SVCS SLCT SCTR S$128,048$154,566
CUMMINS INC$150,017$221,025
EXXON MOBIL CORP$132,697$137,789
HOME DEPOT INC$117,540$98,069
HONEYWELL INTL$122,627$129,930
INTERNATIONAL BUSINESS MACHINE$164,236$207,051
ISHARE DJ FIN SC INX$12,845$15,085
ISHARES BARCLAYS 1-3 YEAR TREA$1,036,798$1,042,788
ISHARES BARCLAYS 3-7 YEAR TREA$826,782$838,672
ISHARES BARCLAYS SHORT TREASUR$550,283$549,869
ISHARES BROAD USD INV GRD CORP$587,154$597,995
ISHARES DOW JONES US TELECOM$67,611$81,157
ISHARES SHORT TERM CORPORATE B$413,000$418,757
JP MORGAN CHASE$267,298$339,298
JP MORGAN ULTRA SHORT INCOME E$692,371$693,589
LOCKHEED MARTIN CORP$151,819$145,585
MCDONALD'S CORP$73,021$74,879
MERCK & CO INC$178,655$197,889
MICROSOFT CORP$301,166$338,534
NVIDIA CORP$418,477$534,696
PALANTIR TECHNOLOGIES INC$310,143$710,289
PALO ALTO NETWORKS INC$469,982$428,633
PEPSICO INC$73,740$69,320
PIMCO ENHANCED SHORT MATURITY$374,615$374,268
PROCTER GAMBLE CO$182,237$150,476
ROCKWELL AUTOMATION INC$91,608$125,281
SALESFORCE.COM$103,138$82,917
SEARS HOLDINGS CORPORATION$284,841$345,525
SELECT SECTOR SPDR ENERGY FUND$118,317$118,213
SELECT SECTOR SPDR-HEALTH CARE$221,258$241,643
SERVICE NOW$273,004$192,253
SHOPIFY INC$103,236$110,425
SOLSTICE ADVANCED MATERIALS IN$29,778$8,064
SPDR GOLD SHARES$312,941$491,821
T-MOBILE US INC$107,628$91,571
TESLA MOTORS INC$114,775$143,011
THE BLACKSTONE GROUP INC CL A$121,585$174,949
THE COCA-COLA CO$115,262$127,795
THERMO FISHER SCIENTIFIC INC$64,505$78,226
TRANSDIGM GRP INC$89,503$93,090
VALERO ENERGY CORP$73,408$90,837
VANGUARD CONSUMER DISCRETIONAR$36,690$37,816
VANGUARD CONSUMER STAPLES ETF$70,079$66,541
VANGUARD FIN ETF$236,787$256,434
VANGUARD INDUSTRIALS ETF$42,379$46,547
VANGUARD INFORMATION TECHNOLOG$61,065$71,609
VANGUARD INTERMEDIATE TERM COR$527,478$527,541
VANGUARD MTRL ETF$52,613$53,548
VANGUARD SHOR-TERM GOV BOND$552,201$555,938
VERIZON COMMUNICATIONS$59,449$57,551
VISA INC$270,183$290,037

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGLYNN EMERGING OPPORTUNITY FUNCategoryOrItemTxt
Book Value$481,669BookValueAmt
EOYFMV$481,424EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$36,131$36,131
K-1 Exp GLYNN EMERGING OPPORTU$7,947$7,947
Postage/Delivery Service$31$31
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss GLYNN EMERGING OPPORTUNITY FUND II LDesc
Revenue And Expenses Per Books$1,499RevenueAndExpensesPerBooksAmt
Net Investment Income$1,499NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$131,012Amt
Net Investment Income$131,012NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$2,700
990-PF Excise Tax for 2024$19,470

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