Nonprofit · EIN 23-6296772
CHARLES P & MARGARET E POLK FOUNDATION
Tax-exempt · MILLERSBURG, PA 17061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,967,937 | $4,519,299 | -$551,362 | $18,749,710 | $1,790,215 | $16,959,495 |
| December 31, 2024 | 990-PF | $4,138,433 | $4,412,168 | -$273,735 | $19,075,429 | $1,557,227 | $17,518,202 |
| December 31, 2023 | 990-PF | $3,333,570 | $4,279,123 | -$945,553 | $20,041,894 | $2,246,952 | $17,794,942 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $350
- Dividends
- $408,459
- Interest
- $4
- Net gain from sales of assets
- $216,838
- Other income
- $2,571,891
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $102,915
- Salaries, compensation and benefits (total)
- $2,153,537
- Excise tax on investment income
- $1,129
Balance sheet and other
- Total assets, start of year
- $19,073,440
- Total assets, end of year
- $18,749,710
- Total liabilities, end of year
- $1,790,215
- Net assets, end of year
- $16,959,495
- Fair market value of assets
- $52,119,555
- Qualifying distributions
- $1,151,590
- Net investment income
- $678,223
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 |
|---|---|---|---|
| CRYSTAL L FULK 1913 ROXBURY COURT, MECHANICSBURG, PA 17055 | ADMINISTRATOR | 40 | $103,090 |
| LUCRETIA MICHAEL 152 WITMER FARM LANE, DALMATIA, PA 17017 | WORKER Highest-paid employee | 40 | $82,916 |
| ANGELA KOHLER 211 GREEN ACRES AVE, ELIZABETHVILLE, PA 17023 | ASST ADMINISTRATOR Highest-paid employee | 40 | $74,401 |
| LORI DANIELS 275 SENATOR DRIVE, MILLERSBURG, PA 17061 | WORKER Highest-paid employee | 40 | $64,636 |
| KEVIN E WERTZ 37 W MARKET STREET, GRATZ, PA 17030 | WORKER Highest-paid employee | 40 | $57,451 |
| DENNIS BONAWITZ 618 BOWMAN ST, MILLERSBURG, PA 17061 | WORKER Highest-paid employee | 40 | $55,610 |
| DAVID HAWLEY 301 NORTH ST APT 401, MILLERSBURG, PA 17061 | CHAIRMAN | 1 | $20,200 |
| JUDY PAUL 326 PUMPKIN CENTER ROAD, KLINGERSTOWN, PA 17941 | SECRETARY | 1 | $13,700 |
| J BRUCE WALTER 423 SHAFFER ROAD, MILLERSBURG, PA 17061 | VICE-CHAIRMAN | 1 | $7,200 |
| RONALD BEDNAR 106 EARL DRIVE, MILLERSBURG, PA 17061 | ASST SECRETARY/TREASURER | 1 | $300 |
| EDWIN SCHLEGEL 2 DAWN DRIVE, MILLERSBURG, PA 17061 | TREASURER | 1 | $300 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRYSTAL L ALTLAND 5979 MEADE COURT, HARRISBURG, PA 17112 | ADMINISTRATOR | 40 | $103,215 | $0 |
| ANGELA KOHLER 211 GREEN ACRES AVE, ELIZABETHVILLE, PA 17023 | ASST ADMINISTRATOR Highest-paid employee | 40 | $74,935 | $2,188 |
| TROY BOYER 611 EDWARD AVENUE, MILLERSBURG, PA 17061 | MAINTENANCE Highest-paid employee | 40 | $68,816 | $2,058 |
| LORI DANIELS 275 SENATOR DRIVE, MILLERSBURG, PA 17061 | WORKER Highest-paid employee | 40 | $62,439 | $3,450 |
| JUDY LAHR 460 CREEK ROAD, Dornsife, PA 17823 | WORKER Highest-paid employee | 40 | $60,206 | $4,279 |
| BRAD BIXLER 311 MOORE STREET, MILLERSBURG, PA 17061 | WORKER Highest-paid employee | 40 | $52,979 | $2,769 |
| DAVID HAWLEY 575 UNION STREET, MILLERSBURG, PA 17061 | CHAIRMAN | 5 | $20,000 | $0 |
| JUDY PAUL RD1 BOX 85, KLINGERSTOWN, PA 17941 | SECRETARY | 10 | $14,500 | $0 |
| RICHARD IBBERSON 239 MOORE STREET, MILLERSBURG, PA 17061 | TREASURER | 2 | $9,000 | $0 |
| J BRUCE WALTER 423 SHAFFER ROAD, MILLERSBURG, PA 17061 | VICE-CHAIRMAN | 2 | $9,000 | $0 |
| EDWIN SCHLEGEL 2 DAWN DRIVE, MILLERSBURG, PA 17061 | ASST TREASURER | 2 | $3,000 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRYSTAL L ALTLAND 5979 MEADE COURT, HARRISBURG, PA 17112 | ADMINISTRATOR | 40 | $96,091 | $0 |
| ANGELA KOHLER 211 GREEN ACRES AVE, ELIZABETHVILLE, PA 17023 | ASST ADMINISTRATOR Highest-paid employee | 40 | $70,480 | $2,114 |
| TROY BOYER 611 EDWARD AVENUE, MILLERSBURG, PA 17061 | MAINTENANCE Highest-paid employee | 40 | $69,896 | $2,097 |
| LORI DANIELS 275 SENATOR DRIVE, MILLERSBURG, PA 17061 | WORKER Highest-paid employee | 40 | $59,631 | $0 |
| JUDY LAHR 460 CREEK ROAD, Dornsife, PA 17823 | WORKER Highest-paid employee | 40 | $59,248 | $3,973 |
| DAVID HAWLEY 575 UNION STREET, MILLERSBURG, PA 17061 | CHAIRMAN | 5 | $24,000 | $0 |
| JUDY PAUL RD1 BOX 85, KLINGERSTOWN, PA 17941 | SECRETARY | 10 | $18,000 | $0 |
| RICHARD IBBERSON 239 MOORE STREET, MILLERSBURG, PA 17061 | TREASURER | 2 | $12,000 | $0 |
| J BRUCE WALTER 423 SHAFFER ROAD, MILLERSBURG, PA 17061 | VICE-CHAIRMAN | 2 | $12,000 | $0 |
| EDWIN SCHLEGEL 2 DAWN DRIVE, MILLERSBURG, PA 17061 | ASST TREASURER | 2 | $12,000 | $0 |
Address and contacts
- Address (IRS master file)
- 301 NORTH ST, MILLERSBURG, PA 17061-1619
- Signed the 990-PF
- EDWIN SCHLEGEL, OFFICER
- Phone
- (717) 692-2613
- Return prepared by
- Custer Faust and Associates PC
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
- 23-6296772
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,749,710
- Income (IRS master file)
- $6,189,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,967,937 | $4,519,299 | $18,749,710 | XML |
| 990-PF | December 2024 | $4,138,433 | $4,412,168 | $19,075,429 | XML |
| 990-PF | December 2023 | $3,333,570 | $4,279,123 | $20,041,894 | 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 23-6296772).
Questions about CHARLES P & MARGARET E POLK FOUNDATION
- What is the EIN of CHARLES P & MARGARET E POLK FOUNDATION?
- The employer identification number (EIN) of CHARLES P & MARGARET E POLK FOUNDATION is 23-6296772.
- Is CHARLES P & MARGARET E POLK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to CHARLES P & MARGARET E POLK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CHARLES P & MARGARET E POLK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES P & MARGARET E POLK 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 CHARLES P & MARGARET E POLK 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 CHARLES P & MARGARET E POLK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 11 received compensation from the organization, the highest $103,090 (CRYSTAL L FULK, ADMINISTRATOR).
- How much revenue does CHARLES P & MARGARET E POLK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,967,937, expenses of $4,519,299 and total assets of $18,749,710 at year end.
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