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Nonprofit · EIN 62-6240011

TCH RUTH MCBRIDE POLK TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

−$23K$80K2023$69K$72K2024$93K$71K2025
Revenue Expenses · by fiscal year end
Financials of TCH RUTH MCBRIDE POLK TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$93,454$70,823$22,631$1,021,378$0$1,021,378
December 31, 2024990-PF$69,046$72,111-$3,065$998,923$0$998,923
December 31, 2023990-PF-$23,424$79,616-$103,040$1,001,638$0$1,001,638
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$25,854
Net gain from sales of assets
$67,600

Expenses

Grants and similar amounts paid
$56,238
Compensation of officers, directors and key employees
$11,390
Disbursements for charitable purposes
$63,433
Excise tax on investment income
$1,215

Balance sheet and other

Total assets, start of year
$998,923
Total assets, end of year
$1,021,378
Total liabilities, end of year
$0
Net assets, end of year
$1,021,378
Fair market value of assets
$1,303,951
Qualifying distributions
$63,433
Net investment income
$93,282

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.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$11,390
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$11,466
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$14,214

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUNTRUST BANK
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 813-2061
Return prepared by
ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
62-6240011
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,021,378
Income (IRS master file)
$342,580

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$93,454$70,823$1,021,378XML
990-PFDecember 2024$69,046$72,111$998,923XML
990-PFDecember 2023-$23,424$79,616$1,001,638XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 62-6240011).

Questions about TCH RUTH MCBRIDE POLK TRUST

What is the EIN of TCH RUTH MCBRIDE POLK TRUST?
The employer identification number (EIN) of TCH RUTH MCBRIDE POLK TRUST is 62-6240011.
Is TCH RUTH MCBRIDE POLK TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to TCH RUTH MCBRIDE POLK TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TCH RUTH MCBRIDE POLK TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of TCH RUTH MCBRIDE POLK TRUST 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 TCH RUTH MCBRIDE POLK TRUST 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 TCH RUTH MCBRIDE POLK TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,390 (TRUIST BANK, TRUSTEE).
How much revenue does TCH RUTH MCBRIDE POLK TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,454, expenses of $70,823 and total assets of $1,021,378 at year end.

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