Poole Family Charitable Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 99-4009876

Poole Family Charitable Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available for 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 2 grants totaling $120K. Net investment income was $1.4M.

Key facts about Poole Family Charitable Foundation

In short: Poole Family Charitable Foundation gave $120K across 2 grants in 2024 (avg $60K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
99-4009876
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$120,000
Grants made (2024)
2
Average grant
$60,000
Median grant
$60,000
Total assets
$11,919,841
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$11.9M

Annual Giving

$120K

Grant Count

2

Avg Grant Size

$60K

Under IRS private-foundation payout rules, Poole Family Charitable Foundation reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

How Poole Family Charitable Foundation gives

  • In 2024 it paid out 191% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

Santa Barbara

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2024

In 2024 it made 2 grants totaling $120K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Community Shul of Montecito and Santa Barbara: $100KCommunity Shul of Montecitoand Santa Barbara$100KLifechronicles Inc: $20KLifechronicles Inc$20K

The largest 2024 recipient was Community Shul of Montecito and Santa Barbara ($100K). Together the top 2 received $120K.

Grant Size Distribution

2 grants across all recorded years

1<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 2 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Shul of Montecito and Santa Barbara Santa Barbara, CAGeneral & Unrestricted$100,000
Lifechronicles Inc Santa Barbara, CAGeneral & Unrestricted$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2024
Metric2024
Total Assets$11,919,841
Revenue$12,058,489
Expenses$138,648
Qualifying Distributions$127,339
Net Investment Income$1,400,755
Distributable Amount$66,670

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2024

Leadership & Key People

Officers and directors from IRS filings

Poole Family Charitable Foundation is led by Neal B Poole, President, Director, Secretary & Treasurer on the 2024 filing; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Neal B Poole

    President, Director, Secretary & Treasurer

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Alexandra B Poole

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Poole Family Charitable Foundation

How much does Poole Family Charitable Foundation give each year?

Poole Family Charitable Foundation gave $120K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

How large is Poole Family Charitable Foundation?

Poole Family Charitable Foundation reported $11.9M in total assets on its 2024 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets).

Where does Poole Family Charitable Foundation operate?

Poole Family Charitable Foundation has awarded grants in California.

What is Poole Family Charitable Foundation's EIN?

Poole Family Charitable Foundation's EIN (Employer Identification Number) is 99-4009876. IRS Form 990 filing data is available on this page for 2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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