The Poole Family Charitable Trust
The Poole Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $100K. Net investment income was $165K.
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
About The Poole Family Charitable Trust
Based on IRS filings
The Poole Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $100K. Net investment income was $165K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONNA P ZICK | TRUSTEE | 20 | $30,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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