Nonprofit · EIN 20-8779110
POOLE FAMILY FOUNDATION
Tax-exempt · SOUTHLAKE, TX 76092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $164,587 | $109,784 | $54,803 | $1,510,199 | $89,006 | $1,421,193 |
| December 31, 2024 | 990-PF (amended) | $153,327 | $104,063 | $49,264 | $1,450,867 | $84,477 | $1,366,390 |
| December 31, 2023 | 990-PF | $72,820 | $102,346 | -$29,526 | $1,401,641 | $77,131 | $1,324,510 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,162
- Net gain from sales of assets
- $125,425
Expenses
- Grants and similar amounts paid
- $82,500
- Disbursements for charitable purposes
- $82,500
- Excise tax on investment income
- $1,729
Balance sheet and other
- Total assets, start of year
- $1,450,867
- Total assets, end of year
- $1,510,199
- Total liabilities, end of year
- $89,006
- Net assets, end of year
- $1,421,193
- Fair market value of assets
- $1,919,887
- Qualifying distributions
- $82,500
- Net investment income
- $146,796
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER R POOLE JR 4114 BERKELEY AVE, KINSTON, NC 28504 | SECRETARY | 0 | $0 |
| J GREGORY POOLE 1313 MONTGOMERY LANE, SOUTHLAKE, TX 760929601 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER R POOLE JR 4114 BERKELEY AVE, KINSTON, NC 28504 | SECRETARY | 0 | $0 |
| J GREGORY POOLE 1313 MONTGOMERY LANE, SOUTHLAKE, TX 760929601 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER R POOLE JR 4114 BERKELEY AVE, KINSTON, NC 28504 | PRESIDENT | 0 | $0 |
| J GREGORY POOLE 4114 BERKELEY AVE, KINSTON, NC 28504 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1313 MONTGOMERY LN, SOUTHLAKE, TX 76092-9601
- In care of
- % WALER R POOLE JR
- Signed the 990-PF
- J GREGORY POOLE, PRESIDENT
- Phone
- (817) 987-9989
- Return prepared by
- JEFF HALE CPA PA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8779110
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,510,199
- Income (IRS master file)
- $274,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $164,587 | $109,784 | $1,510,199 | IRS |
| 990-PF | December 2024 | $153,327 | $104,063 | $1,450,867 | IRS |
| 990-PF | December 2023 | $72,820 | $102,346 | $1,401,641 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-8779110).
Questions about POOLE FAMILY FOUNDATION
- What is the EIN of POOLE FAMILY FOUNDATION?
- The employer identification number (EIN) of POOLE FAMILY FOUNDATION is 20-8779110.
- Is POOLE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to POOLE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POOLE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POOLE FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POOLE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of POOLE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does POOLE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $164,587, expenses of $109,784 and total assets of $1,510,199 at year end.
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