The Poole Family Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 58-6335604

The Poole Family Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grant totaling $100K. Net investment income was $165K.

Key facts about The Poole Family Charitable Trust

In short: The Poole Family Charitable Trust gave $100K across 1 grant in 2024 (avg $100K), mostly in Georgia. Source: 2024 IRS Form 990-PF.

EIN
58-6335604
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$100,000
Grants made (2024)
1
Average grant
$100,000
Median grant
$100,000
Total assets
$1,412,176
Primary geography
Georgia (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

$1.4M

+1.4% YoY

Annual Giving

$100K

-50.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$100K

-50.0% YoY

Under IRS private-foundation payout rules, The Poole Family Charitable Trust reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.

How The Poole Family Charitable Trust gives

  • Giving fell 26% from 2021 to 2024. Method
  • In 2024 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Your AI grants department

Ready to take the next step with The Poole Family Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of the 2024 grant dollars on its one itemized grant.

Cities

AtlantaGainesvilleRichmondChicagoHenricoSanta FeWarm Springs

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K5 grants2020 6 grants2021 3 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $100K (2020) to $250K (2022). In 2024 it made 1 grant totaling $100K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Good News Clinics: $100KGood News Clinics$100K

The largest 2024 recipient was Good News Clinics ($100K).

Grant Size Distribution

16 grants across all recorded years

12<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 16 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Good News Clinics Gainesville, GACharitable$100,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,412,176$1,392,518$1,324,201
Revenue$166,439$311,994$220,325
Expenses$134,929$234,764$284,080
Qualifying Distributions$133,272$233,098$282,303
Net Investment Income$164,782$311,871$219,648
Distributable Amount$155,099$151,875$157,539

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Poole Family Charitable Trust is led by Donna P. Zick, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Donna P. Zick

    Trustee

    On filings since 2020

    20 hrs/week

    $30K (2021) → $30K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Donna P Zick — Trustee: $30KDonna P ZickTrustee$30K

The highest reported compensation on the 2024 filing was $30K, to Donna P Zick (Trustee).

Frequently asked questions about The Poole Family Charitable Trust

How much does The Poole Family Charitable Trust give each year?

The Poole Family Charitable Trust gave $100K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $200K across 1 grant.

How large is The Poole Family Charitable Trust?

The Poole Family Charitable Trust reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $133K in qualifying distributions that year, against a required minimum of $155K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does The Poole Family Charitable Trust operate?

The Poole Family Charitable Trust has awarded grants in Georgia, Illinois, New Mexico, Virginia.

What is The Poole Family Charitable Trust's EIN?

The Poole Family Charitable Trust's EIN (Employer Identification Number) is 58-6335604. IRS Form 990 filing data is available on this page for 2020–2024.

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

Your AI grants department

Here's the math on researching The Poole Family Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in The Poole Family Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Community Foundation for Greater Atlanta Inc

Atlanta, GA

The Community Foundation for Greater Atlanta funds nonprofits across areas including health, education, human services, arts, housing, and civic engagement, with an emphasis on equity and shared prosperity. Its itemized 2024 grants had a median of $21,000, and over 64% of its 2024 grant support stayed in the 23-county metro Atlanta region, though it also funds organizations nationally and internationally. Nonprofits can apply through the foundation’s Grants Portal for competitive opportunities; it also makes donor-advised grants, but the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5B

Grants

1,414

Total Given

$152.3M

NFL Foundation Inc

New York, NY

The NFL Foundation funds youth football, athlete health and safety, education and youth services, sports-related medical research, and community initiatives, primarily in NFL club markets across the country, with a youth-services program for Hawaiian nonprofits. Its 2025 grants had a median of $20,000, though awards ranged widely. It does not describe a general unsolicited application process; for social justice funding, organizations can submit an idea form for possible invitation to apply, while some grants are limited to NFL clubs or team personnel.

Assets

$64.8M

Grants

324

Total Given

$97.6M

The Selig Foundation Inc

Atlanta, GA

The Selig Foundation supports organizations across Jewish communal life, education, arts and culture, health, and social services, with most of its giving going to Georgia. Its 2025 grants ranged from $50 to $393,650, with a median of $2,125; it accepts written applications stating the requested amount and purpose, and lists no deadline.

Assets

$320K

Grants

68

Total Given

$1.2M

The Arthur M Blank Family Foundation

Atlanta, GA

The Arthur M. Blank Family Foundation funds work in Atlanta’s Westside, democracy, the environment, mental health and well-being, youth development, and founder initiatives, with a focus on Georgia and Montana and some national impact. In 2024, grants ranged from $500 to $20 million, with a median of $50,000. It makes grants by invitation and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$466.3M

Grants

586

Total Given

$212.1M

The Arnold Foundation Inc

Norcross, GA

The Arnold Foundation supports a varied range of charitable organizations, including those focused on disability services, sports, vision loss, Alzheimer’s, and the arts. Its 2025 grants ranged from $200 to $50,000, with a median of $2,586, and primarily went to organizations in Georgia and Tennessee. It funds only preselected organizations and does not accept unsolicited requests.

Arts, Culture & Humanities

Assets

$2.1M

Grants

24

Total Given

$230K

The Marcus Foundation Inc

Atlanta, GA

The Marcus Foundation funds organizations working on community food resources and sustainability, including immediate food needs and broader systemic challenges; its 2024 grants also supported organizations in areas such as healthcare, education, veterans’ services, and Jewish community life. In 2024 it awarded 221 grants, with a median of $300,000 and amounts ranging from $1,500 to $17.6 million; Georgia received the largest share of funding. It funds only preselected charities and does not accept unsolicited requests.

Assets

$366.8M

Grants

221

Total Given

$227.5M

Communities Foundation of Texas Inc

Dallas, TX

Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2B

Grants

2,209

Total Given

$209.2M

Greater Houston Community Foundation

Houston, TX

The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.

Assets

$1.1B

Grants

1,724

Total Given

$232.3M

BNSF Railway Foundation

Fort Worth, TX

The BNSF Railway Foundation funds civic, cultural, education, health and human services, environmental, and youth programs, including operating costs and specific projects. Its 2025 median grant was $2,500, though awards ranged from $100 to $500,000; it supports eligible organizations serving communities near BNSF rail lines across its 28 operating states. The foundation provides an online application process, but whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$23.0M

Grants

993

Total Given

$7.0M

Baker Hughes Foundation

Houston, TX

Philanthropy, Voluntarism & Grantmaking

Assets

$2.2M

Grants

990

Total Given

$3.2M

Community Foundation of North Texas (Tax

Fort Worth, TX

The foundation supports nonprofits and community projects in areas including animal welfare, nonprofit capacity building, first responders, land conservation, neighborhood development, opportunity and access, and scholarships. In 2024, grants ranged from $5,100 to $1.5 million, with a median of $14,250; its service area covers 11 North Texas counties. It accepts applications for some competitive grant programs through its online portal, but donor-advised grants are not open to nonprofit applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$544.9M

Grants

872

Total Given

$41.3M

More Funders in Texas

The Poole Family Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?