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
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.
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
Among its reported 2024 grants, the largest include Good News Clinics ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GOOD NEWS CLINICS GAINESVILLE, GA | CHARITABLE | $100,000 |
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
Frequently Asked Questions
What is The Poole Family Charitable Trust?
The Poole Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.4M in total assets as of 2024.
How large is The Poole Family Charitable Trust?
As of 2024, The Poole Family Charitable Trust holds $1.4M in total assets with $166K in annual revenue. It awarded 1 grants totaling $100K in 2024.
Where does The Poole Family Charitable Trust operate?
The Poole Family Charitable Trust has awarded grants in Georgia, Illinois, New Mexico, Virginia.
What size grants does The Poole Family Charitable Trust award?
In 2024, The Poole Family Charitable Trust awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.
How much is The Poole Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Poole Family Charitable Trust reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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