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Nonprofit · EIN 20-6383808

POOLE FOUNDATION TR

Also known as POOLE ROBERT E JR TTEE

Tax-exempt · STATE COLLEGE, PA 16803

Financials

$6K$259K2023$287K$137K2024
Revenue Expenses · by fiscal year end
Financials of POOLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$287,433$136,762$150,671$713,349$0$713,349
December 31, 2023990-PF$6,465$258,705-$252,240$562,678$0$562,678
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$13,345
Interest
$48
Net gain from sales of assets
$274,040

Expenses

Grants and similar amounts paid
$134,892
Disbursements for charitable purposes
$134,892
Excise tax on investment income
$3,970

Balance sheet and other

Total assets, start of year
$562,678
Total assets, end of year
$713,349
Total liabilities, end of year
$0
Net assets, end of year
$713,349
Fair market value of assets
$743,634
Qualifying distributions
$134,892
Net investment income
$287,433

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBERT E POOLE JR
720 N NIXON ROAD, STATE COLLEGE, PA 16803
TRUSTEE0$0
SANDRA L POOLE
720 N NIXON ROAD, STATE COLLEGE, PA 16803
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT E POOLE JR
720 N NIXON ROAD, STATE COLLEGE, PA 16803
TRUSTEE0$0
SANDRA L POOLE
720 N NIXON ROAD, STATE COLLEGE, PA 16803
TRUSTEE0$0

Address and contacts

Address (IRS master file)
720 N NIXON RD, STATE COLLEGE, PA 16803-2255
Signed the 990-PF
ROBERT E POOLE JR, TRUSTEE
Return prepared by
BROWN PLUS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6383808
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible
No
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$713,349
Income (IRS master file)
$855,583

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$287,433$136,762$713,349XML
990-PFDecember 2023$6,465$258,705$562,678XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6383808).

Questions about POOLE FOUNDATION TR

What is the EIN of POOLE FOUNDATION TR?
The employer identification number (EIN) of POOLE FOUNDATION TR is 20-6383808.
Is POOLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to POOLE FOUNDATION TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does POOLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of POOLE FOUNDATION TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did POOLE FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of POOLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does POOLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $287,433, expenses of $136,762 and total assets of $713,349 at year end.

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