Nonprofit · EIN 38-6080075
RALPH L AND WINIFRED E POLK FOUNDATION
Tax-exempt · BIRMINGHAM, MI 48009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,335,776 | $923,625 | $2,412,151 | $16,252,806 | $18 | $16,252,788 |
| December 31, 2023 | 990-PF | $670,658 | $1,093,696 | -$423,038 | $13,942,952 | $7,842 | $13,935,110 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $570,374
- Net gain from sales of assets
- $2,758,973
- Other income
- $6,429
Expenses
- Grants and similar amounts paid
- $758,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $778,346
- Excise tax on investment income
- $44,556
Balance sheet and other
- Total assets, start of year
- $13,942,952
- Total assets, end of year
- $16,252,806
- Total liabilities, end of year
- $18
- Net assets, end of year
- $16,252,788
- Fair market value of assets
- $17,604,229
- Qualifying distributions
- $778,346
- Net investment income
- $3,330,776
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE POLK OSBORNE 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | PRESIDENT/TREASURER/TRUSTE | 1 | $0 |
| ROBERTA N POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| SUSAN P SCYPHERS 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| STEPHEN R POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| RYAN L POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE POLK OSBORNE 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | PRESIDENT/TREASURER/TRUSTE | 1 | $0 |
| ROBERTA N POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| SUSAN P SCYPHERS 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| STEPHEN R POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
| RYAN L POLK 260 E BROWN STREET STE 340, BIRMINGHAM, MI 48009 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 260 E BROWN ST STE 280, BIRMINGHAM, MI 48009-6231
- Signed the 990-PF
- KATHERINE OSBORNE, PRESIDENT
- Phone
- (248) 385-5285
- Return prepared by
- PLANTE & MORAN PLLC
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 | Not 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
- 38-6080075
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,252,806
- Income (IRS master file)
- $6,932,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,335,776 | $923,625 | $16,252,806 | XML |
| 990-PF | December 2023 | $670,658 | $1,093,696 | $13,942,952 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 38-6080075).
Questions about RALPH L AND WINIFRED E POLK FOUNDATION
- What is the EIN of RALPH L AND WINIFRED E POLK FOUNDATION?
- The employer identification number (EIN) of RALPH L AND WINIFRED E POLK FOUNDATION is 38-6080075.
- Is RALPH L AND WINIFRED E POLK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to RALPH L AND WINIFRED E POLK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RALPH L AND WINIFRED E POLK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RALPH L AND WINIFRED E POLK FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RALPH L AND WINIFRED 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 2024.
- Who are the officers and directors of RALPH L AND WINIFRED E POLK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does RALPH L AND WINIFRED E POLK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,335,776, expenses of $923,625 and total assets of $16,252,806 at year end.
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