Civic Intelligence

Poole Family Charitable Foundation

EIN 99-4009876 • Wilmington, DE

NTEE T22
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

99%

Higher net margin than 95% of similar nonprofits.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T22 • $10M-$25M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$11,919,841

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$11,919,841

No earlier filing loaded for comparison.

Revenue

$12,058,489

No earlier filing loaded for comparison.

Expenses

$138,648

No earlier filing loaded for comparison.

Net Income

$11,919,841

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2024: $11,919,841Liabilities 2024: $0Net Assets 2024: $11,919,8412024

Highlighted filing

2024

Assets$11,919,841
Liabilities$0
Net Assets$11,919,841

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2024: $12,058,489Expenses 2024: $138,648Net Income 2024: $11,919,8412024

Highlighted filing

2024

Revenue$12,058,489
Expenses$138,648
Net Income$11,919,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$12.1$0.14$11.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 15, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra B PooleDirector-$0--
Neal B PoolePres, Dir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Poole Family Charitable Foundation
EIN
99-4009876
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
neal poole
Title
treasurer
Phone
8008391754
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt086140
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03709098
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03765582
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexandra B Poole
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Neal B Poole
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt066670
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060669
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060669
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060669
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Judith Poole 2012 Revocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0535 E 86th St Apt 5A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010028
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011921127
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum161
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum171

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