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Nonprofit · EIN 84-6921569

CARL S POOLE JR CHARITABLE FOUNDATION

Also known as EMILY C POOLE TTEE

Tax-exempt · BAR HARBOR, ME 04609

Financials

$31K$60K2023$280K$61K2024$73K$108K2025
Revenue Expenses · by fiscal year end
Financials of CARL S POOLE JR CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$72,925$108,450-$35,525$920,556$0$920,556
December 31, 2024990-PF$280,358$61,226$219,132$956,070$0$956,070
December 31, 2023990-PF$30,633$60,271-$29,638$736,977$0$736,977
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$28,250
Net gain from sales of assets
$44,675

Expenses

Grants and similar amounts paid
$90,000
Compensation of officers, directors and key employees
$4,253
Disbursements for charitable purposes
$93,848
Excise tax on investment income
$916

Balance sheet and other

Total assets, start of year
$956,070
Total assets, end of year
$920,556
Total liabilities, end of year
$0
Net assets, end of year
$920,556
Fair market value of assets
$933,005
Qualifying distributions
$93,848
Net investment income
$72,921

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.

NameTitleHours / weekCompensation
FIRST NATIONAL BANK
223 MAIN STREET, DAMARISCOTTA, ME 04543
TRUSTEE2$4,253
TIFFANY POOLE LOTT
13 CHESTNUT ROAD, NEW HARTFORD, NY 13413
TRUSTEE0$0
EMILY C POOLE
25 CARLS LANE, PEMAQUID, ME 04558
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK
223 MAIN STREET, DAMARISCOTTA, ME 04543
TRUSTEE2$4,197
TIFFANY POOLE LOTT
13 CHESTNUT ROAD, NEW HARTFORD, NY 13413
TRUSTEE0$0
EMILY C POOLE
25 CARLS LANE, PEMAQUID, ME 04558
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK
223 MAIN STREET, DAMARISCOTTA, ME 04543
TRUSTEE2$3,980
TIFFANY POOLE LOTT
13 CHESTNUT ROAD, NEW HARTFORD, NY 13413
TRUSTEE0$0
EMILY C POOLE
25 CARLS LANE, PEMAQUID, ME 04558
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 258, BAR HARBOR, ME 04609-0258
Signed the 990-PF
FIRST NATIONAL WEALTH MANAGEMENT, TRUSTEE
Phone
(207) 677-2073
Return prepared by
WIPFLI ADVISORY LLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-6921569
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$920,556
Income (IRS master file)
$205,139

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$72,925$108,450$920,556XML
990-PFDecember 2024$280,358$61,226$956,070XML
990-PFDecember 2023$30,633$60,271$736,977XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-6921569).

Questions about CARL S POOLE JR CHARITABLE FOUNDATION

What is the EIN of CARL S POOLE JR CHARITABLE FOUNDATION?
The employer identification number (EIN) of CARL S POOLE JR CHARITABLE FOUNDATION is 84-6921569.
Is CARL S POOLE JR CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CARL S POOLE JR CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL S POOLE JR CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL S POOLE JR CHARITABLE 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 CARL S POOLE JR CHARITABLE 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 CARL S POOLE JR CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,253 (FIRST NATIONAL BANK, TRUSTEE).
How much revenue does CARL S POOLE JR CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,925, expenses of $108,450 and total assets of $920,556 at year end.

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