Polen Foundation

New York, NY
Tax-exempt since March 1996
EIN: 13-3860198

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$12.7k (2024)

Expenses

$23.2k (2024)

Total Assets

$275k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$12,693

Expenses

$23,179

Net Income

-$10,486

Net Assets

$274,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,693	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,070	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$274,983
Total Liabilities	$0
Net Assets	$274,983

Compensation

Key Employees and Officers	Compensation	Other
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$53,750

Expenses

$21,475

Net Income

$32,275

Net Assets

$282,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,027	20.5%
Sales of Assets	$42,723	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,070	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$282,469
Total Liabilities	$0
Net Assets	$282,469

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$18,082

Expenses

$23,816

Net Income

-$5,734

Net Assets

$250,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,249	51.2%
Sales of Assets	$8,833	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,400	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$250,194
Total Liabilities	$0
Net Assets	$250,194

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$27,382

Expenses

$21,359

Net Income

$6,023

Net Assets

$255,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$9,155	33.4%
Sales of Assets	$18,226	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,102	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$255,928
Total Liabilities	$0
Net Assets	$255,928

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$12,843

Expenses

$20,157

Net Income

-$7,314

Net Assets

$249,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,350	65.0%
Sales of Assets	$4,493	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,562	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$249,905
Total Liabilities	$1
Net Assets	$249,904

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$19,126

Expenses

$18,463

Net Income

$663

Net Assets

$257,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$318	1.7%
Dividends	$10,018	52.4%
Sales of Assets	$8,790	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,852	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$257,219
Total Liabilities	$1
Net Assets	$257,218

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$22,993

Expenses

$18,908

Net Income

$4,085

Net Assets

$256,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$186	0.8%
Dividends	$9,869	42.9%
Sales of Assets	$12,938	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,542	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$256,556
Total Liabilities	$0
Net Assets	$256,556

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$20,561

Expenses

$22,276

Net Income

-$1,715

Net Assets

$252,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.3%
Dividends	$9,350	45.5%
Sales of Assets	$11,154	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,132	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,471
Total Liabilities	$0
Net Assets	$252,471

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$9,312

Expenses

$17,471

Net Income

-$8,159

Net Assets

$254,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.5%
Dividends	$9,238	99.2%
Sales of Assets	$0
Other Income	$23	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,436	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$254,186
Total Liabilities	$0
Net Assets	$254,186

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$17,866

Expenses

$18,546

Net Income

-$680

Net Assets

$262,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$9,331	52.2%
Sales of Assets	$8,184	45.8%
Other Income	$343	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,035	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$262,345
Total Liabilities	$0
Net Assets	$262,345

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$26,802

Expenses

$17,850

Net Income

$8,952

Net Assets

$263,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,439	38.9%
Sales of Assets	$16,363	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,685	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,025
Total Liabilities	$0
Net Assets	$263,025

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$9,167

Expenses

$16,019

Net Income

-$6,852

Net Assets

$254,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$9,165	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,735	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$254,073
Total Liabilities	$0
Net Assets	$254,073

Compensation

Key Employees and Officers	Compensation	Other
Shirley Polen (Trustee)	$0	$0
Russell Polen (Trustee)	$0	$0
Signe Adam (Trustee)	$0	$0
Tara E Polen (Managing Direct)	$0	$0

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990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$16,400

Expenses

$15,076

Net Income

$1,324

Net Assets

$260,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$9,080	55.4%
Sales of Assets	$7,315	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,935	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,924
Total Liabilities	$1
Net Assets	$260,923

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,583

Expenses

$16,036

Net Income

-$6,453

Net Assets

$259,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$9,573	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,660	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$259,600
Total Liabilities	$1
Net Assets	$259,599

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Polen Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $12.7k (2024)

Expenses $23.2k (2024)

Total Assets $275k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$12.7k (2024)

Expenses

$23.2k (2024)

Total Assets

$275k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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