POHLY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- POHLY FAMILY FOUNDATION (EIN 02-0710984)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349100230
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:59:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020710984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POHLY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POHL | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 RIDGE STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILLIAN POHLY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122568522 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN NEUHAUS | PreparerPersonNm |
| PTIN | P01270974 | PTIN |
| Phone | 6462135100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,122,249 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $62,076 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $779,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,965 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,965 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $165 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $165 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $60,264 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,986 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,347,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,308,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,987,524 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$60,200 | OtherAssetsBOYAmt |
| Other Assets EOY | -$66,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $117,739 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,353,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,258,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,122,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,353,102 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,258,173 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,353,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,258,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,353,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,258,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,353,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,329,214 | SubtotalAmt |
| Other Decreases | $71,041 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,258,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,000 SHS OF GODADDY INC. | 2021-10-05 | 2025-12-31 | $164,864 | $76,699 | $88,165 | $88,165 |
| 300 SHS OF APPLOVIN CORP | 2024-04-11 | 2025-01-15 | $99,076 | $23,253 | $75,823 | $75,823 |
| 1,000 SHS OF AERCAP HOLDINGS N.V. | 2024-01-30 | 2025-03-03 | $103,479 | $77,915 | $25,564 | $25,564 |
| 500 SHS OF WORKDAY INC CL A | 2022-07-22 | 2025-08-20 | $114,144 | $74,771 | $39,373 | $39,373 |
| 2,000 SHS OF CAESARS ENTERTAINMENT INC NEW | 2022-04-06 | 2025-10-28 | $43,075 | $160,863 | -$117,788 | -$117,788 |
| 488 SHS OF CROWN CASTLE INTL CORP (CCI) | 2009-05-11 | 2025-10-28 | $45,009 | $6,627 | $38,382 | $38,382 |
| 2,625 SHS OF BROOKFIELD CORP CL A | 2025-01-15 | 2025-10-28 | $125,176 | $100,440 | $24,736 | $24,736 |
| 3,808 SHS OF INTELSAT S.A | 2019-12-06 | 2025-11-06 | $221,208 | -$221,208 | -$221,208 | |
| 250 SHS OF DOLLAR TREE INC (DLTR) | 2024-11-14 | 2025-12-10 | $29,567 | $16,614 | $12,953 | $12,953 |
| 3,808 SHS OF SES S A | 2025-07-17 | 2025-12-02 | $55,216 | $3,808 | $51,408 | $51,408 |
| ENERGY TRANSFER LP PTP K-1 | 2025-12-31 | -$67 | -$67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,434 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,434 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,722 | OverpaymentAmt |
| Applied To ES Tax | $5,722 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILLIAN POHLY | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 RIDGE STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JILLIAN POHLY | ||||||||
| 21 RIDGE STREET | GREENWICH | CT | 06830 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL POHLY | ||||||||
| 21 RIDGE STREET | GREENWICH | CT | 06830 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAWRENCE POHLY | ||||||||
| 6180 SEASCAPE TERRACE | BOYNTON BEACH | FL | 33437 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,756,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,770,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,770,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,713,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $712 | TotalTaxAmt |
| Distributable Before Adj | $184,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,129 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,129 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $119,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $119,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,942 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $177,032 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL POHLY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 914 CARES | |||||||
| 901 N BROADWAY | NORTH WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL PURPOSE | $20,773 |
| A CURE IN OUR LIFETIME | |||||||
| 39 BRAE BURN DR | PURCHASE | NY | 10577 | N/A | PC | GENERAL PURPOSE | $450 |
| CHAPPAQUA VOLUNTEER AMBULANCE CORPS | |||||||
| 233 N GREELEY AVE | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL PURPOSE | $1,000 |
| DEVILS YOUTH FOUNDATION | |||||||
| 25 LAFAYETTE ST | NEWARK | NJ | 07102 | N/A | PC | GENERAL PURPOSE | $5,091 |
| DREAM | |||||||
| 1991 SECOND AVE | NEW YORK | NY | 10029 | N/A | PC | GENERAL PURPOSE | $5,000 |
| FOUNDATION TO COMBAT ANTISEMITISM | |||||||
| 1 PATRIOT PL | FOXBORO | MA | 02035 | N/A | PC | GENERAL PURPOSE | $512 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 11105 | N/A | PC | GENERAL PURPOSE | $50,000 |
| HORACE GREELEY SCHOLARSHIP FUND | |||||||
| PO BOX 242 | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL PURPOSE | $1,000 |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 57 WILLOUGHBY ST | BROOKLYN | NY | 11201 | N/A | PC | GENERAL PURPOSE | $10,000 |
| LETS WIN PC | |||||||
| 422 E 72ND STREET 9D | NEW YORK | NY | 10021 | N/A | PC | GENERAL PURPOSE | $1,250 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | GENERAL PURPOSE | $5,500 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIR DR | MOUNT KISCO | NY | 10549 | N/A | PC | GENERAL PURPOSE | $510 |
| PENN HILLEL | |||||||
| 215 S 39TH ST | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL PURPOSE | $1,800 |
| RONALD MCDONALD HOUSE OF NEW YORK | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL PURPOSE | $105 |
| TEMPLE SHAARAY TEFILA | |||||||
| 250 E 79TH ST | NEW YORK | NY | 10075 | N/A | PC | GENERAL PURPOSE | $2,500 |
| THE ACCELERATION PROJECT | |||||||
| PO BOX 335 | SCARSDALE | NY | 10583 | N/A | PC | GENERAL PURPOSE | $270 |
| THE THOMAS M BRENNAN MEMORIAL FOUNDATION INC | |||||||
| 370 WHIPPOORWILL ROAD | CHAPPAQUA | NY | 10514 | N/A | PC | GENERAL PURPOSE | $258 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL PURPOSE | $20,250 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL PURPOSE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,869 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,093 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,965 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL POHLY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 RIDGE STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,076 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100 SHARES OF QQQ | NoncashPropertyDesc |
| Fair Market Value | $62,076 | FairMarketValueAmt |
| Received | 2025-12-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHRS APPLE INC | $8,957 | $271,860 |
| 1,000 SHRS TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $191,648 | $303,890 |
| 1,000 SHRS WASTE CONNECTIONS INC (WCN) | $137,472 | $131,520 |
| 1,220 SHRS SPDR S&P 500 ETF TRUST (SPY) | $299,896 | $831,942 |
| 1,500 SHRS OF AMAZON COM INC (AMZN) | $245,992 | $346,230 |
| 1,500 SHRS OF BLACKSTONE GROUP INC. | $67,019 | $231,210 |
| 100 SHRS INVESCO QQQ TRUST, SERIES 1 (QQQ) | $16,034 | $61,431 |
| 15,000 SHRS PURECYCLE TECHNOLOGIES INC (PCT) | $195,804 | $128,850 |
| 2,000 SHRS SPDR S&P BANK ETF (KBE) | $74,213 | $121,380 |
| 200 SHRS TRANSDIGM GROUP INC (TDG) | $269,385 | $265,970 |
| 300 SHRS CLEAN HARBORS (CLH) | $71,231 | $70,344 |
| 314 SHRS MICROSOFT CORP (MSFT) | $100,268 | $151,857 |
| 400 SHRS FLUTTER ENTERTAINMENT PLC (FLUT) | $108,156 | $86,016 |
| 500 SHRS SNOWFLAKE INC CL A | $77,123 | $109,680 |
| 600 SHRS PALANTIR TECHNOLOGIES INC CL A (PLTR) | $94,634 | $106,650 |
| 625 SHRS FIRST SOLAR INC COM (FSLR) | $88,813 | $163,269 |
| 700 SHRS MICROSOFT STOCK INC. | $95,800 | $338,534 |
| 750 SHRS AIRBUS SE SHS (EASDSF) | $115,785 | $174,633 |
| 750 SHRS DOLLAR TREE INC (DLTR) | $49,842 | $92,258 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,986 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,986 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 7140 SHRS ENERGY TRANSFER EQUITY LP | Desc |
| BOY Book Value | -$60,200 | BOYBookValueAmt |
| EOY Book Value | -$66,885 | EOYBookValueAmt |
| EOYFMV | $117,739 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $71,041 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ENERGY TRANSFER EQUITY LP | $80 | $0 | $10 |
| PUBLICATION FEE | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER EQUITY LP | Desc |
| Revenue And Expenses Per Books | $1,965 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,965 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |