Nonprofit · EIN 36-3332896
POLK FAMILY CHARITABLE FUND
Tax-exempt · HIGHLAND PARK, IL 60035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $152,635 | $293,653 | -$141,018 | $1,597,623 | $0 | $1,597,623 |
| August 31, 2024 | 990-PF | $231,986 | $248,757 | -$16,771 | $1,742,861 | $4,220 | $1,738,641 |
| August 31, 2023 | 990-PF | $127,788 | $256,733 | -$128,945 | $1,759,412 | $4,000 | $1,755,412 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $116,835
- Interest
- $2,372
- Net gain from sales of assets
- $30,478
- Other income
- $2,950
Expenses
- Grants and similar amounts paid
- $274,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $282,628
- Excise tax on investment income
- $1,945
Balance sheet and other
- Total assets, start of year
- $1,742,861
- Total assets, end of year
- $1,597,623
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,597,623
- Fair market value of assets
- $3,925,138
- Qualifying distributions
- $282,628
- Net investment income
- $149,685
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE R BACHMANN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| EDWARD M POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| LINDA E CUTLER 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | PRESIDENT | 0 | $0 |
| SANDRA P GUTHMAN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| HOWARD J POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| JEFFRY A LEWIS 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| JEFFREY A POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| BARBARA P MILSTEIN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| DR TRAVIS M POLK LT MC USN USN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| ELLEN P MULTACK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| E RICHARD POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
990-PF for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE R BACHMANN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| EDWARD M POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| LINDA E CUTLER 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | PRESIDENT | 0 | $0 |
| SANDRA P GUTHMAN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| HOWARD J POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| JEFFRY A LEWIS 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| JEFFREY A POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| BARBARA P MILSTEIN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| DR TRAVIS M POLK LT MC USN USN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| ELLEN P MULTACK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| E RICHARD POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
990-PF for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE R BACHMANN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| EDWARD M POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| LINDA E CUTLER 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | TREASURER | 0 | $0 |
| SANDRA P GUTHMAN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| HOWARD J POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| JEFFRY A LEWIS 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | VICE PRESIDE | 0 | $0 |
| JEFFREY A POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| BARBARA P MILSTEIN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| DR TRAVIS M POLK LT MC USN 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
| ELLEN P MULTACK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | PRESIDENT | 0 | $0 |
| E RICHARD POLK 675 N NORTH COURT SUITE 450, PALATINE, IL 60067 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1907 CLAVEY RD, HIGHLAND PARK, IL 60035-4373
- Signed the 990-PF
- LINDA E CUTLER, PRESIDENT
- Phone
- (312) 641-5765
- Return prepared by
- DOWELL GROUP LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 36-3332896
- 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
- 1985
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,597,623
- Income (IRS master file)
- $434,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $152,635 | $293,653 | $1,597,623 | XML |
| 990-PF | August 2024 | $231,986 | $248,757 | $1,742,861 | XML |
| 990-PF | August 2023 | $127,788 | $256,733 | $1,759,412 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 36-3332896).
Questions about POLK FAMILY CHARITABLE FUND
- What is the EIN of POLK FAMILY CHARITABLE FUND?
- The employer identification number (EIN) of POLK FAMILY CHARITABLE FUND is 36-3332896.
- Is POLK FAMILY CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to POLK FAMILY CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POLK FAMILY CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POLK FAMILY CHARITABLE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POLK FAMILY CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of POLK FAMILY CHARITABLE FUND?
- The 990-PF for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does POLK FAMILY CHARITABLE FUND have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $152,635, expenses of $293,653 and total assets of $1,597,623 at year end.
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