Nonprofit · EIN 13-3860198
POLEN FOUNDATION
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,196 | $24,080 | $12,116 | $287,099 | $0 | $287,099 |
| December 31, 2024 | 990-PF | $12,693 | $23,179 | -$10,486 | $274,983 | $0 | $274,983 |
| December 31, 2023 | 990-PF | $53,750 | $21,475 | $32,275 | $282,469 | $0 | $282,469 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,990
- Net gain from sales of assets
- $23,206
Expenses
- Grants and similar amounts paid
- $21,250
- Disbursements for charitable purposes
- $22,601
- Excise tax on investment income
- $483
Balance sheet and other
- Total assets, start of year
- $274,983
- Total assets, end of year
- $287,099
- Total liabilities, end of year
- $0
- Net assets, end of year
- $287,099
- Fair market value of assets
- $454,553
- Qualifying distributions
- $22,601
- Net investment income
- $36,196
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 |
|---|---|---|---|
| RUSSELL POLEN 135 WILLIS CT, HEWLETT, NY 11598 | Trustee | 0 | $0 |
| SIGNE ADAM 225 STATE STREET, HUDSON, NY 12534 | Trustee | 0 | $0 |
| TARA E POLEN 252 SEVENTH AVE 12P, NEW YORK, NY 10001 | MANAGING DIRECT | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL POLEN 135 WILLIS CT, HEWLETT, NY 11598 | Trustee | 0 | $0 |
| SIGNE ADAM 225 STATE STREET, HUDSON, NY 12534 | Trustee | 0 | $0 |
| TARA E POLEN 252 SEVENTH AVE 12P, NEW YORK, NY 10001 | MANAGING DIRECT | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY POLEN c/o SANDRA G JOHNSON CPA, BELLMORE, NY 11710 | Trustee | 0 | $0 |
| RUSSELL POLEN 135 WILLIS CT, HEWLETT, NY 11598 | Trustee | 0 | $0 |
| SIGNE ADAM 225 STATE STREET, HUDSON, NY 12534 | Trustee | 0 | $0 |
| TARA E POLEN 252 SEVENTH AVE 12P, NEW YORK, NY 10001 | MANAGING DIRECT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 252 7TH AVE APT 12P, NEW YORK, NY 10001-7346
- Signed the 990-PF
- TARA E POLEN, MANAGING DIRECTOR
- Phone
- (212) 647-1377
- Website
- GUIDESTAR.ORG
- Return prepared by
- JOHNSON CPA
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
- 13-3860198
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $287,099
- Income (IRS master file)
- $42,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,196 | $24,080 | $287,099 | IRS |
| 990-PF | December 2024 | $12,693 | $23,179 | $274,983 | IRS |
| 990-PF | December 2023 | $53,750 | $21,475 | $282,469 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-3860198).
Questions about POLEN FOUNDATION
- What is the EIN of POLEN FOUNDATION?
- The employer identification number (EIN) of POLEN FOUNDATION is 13-3860198.
- Is POLEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to POLEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POLEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POLEN 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 POLEN 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 POLEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does POLEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,196, expenses of $24,080 and total assets of $287,099 at year end.
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