NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION (EIN 48-1232337)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-05
- IRS object ID
- 202440969349101214
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-05T13:43:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202069908 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'HALLORAN SHERMAN ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 W 110TH ST SUITE 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481232337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN & ELAINE POLSKY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 9133418500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 WEST 110TH STREET 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE POLSKY SILVER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 9133418500 | PhoneNum |
| Signature | 2024-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | POLSKY SILVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARILYN R O'HALLORAN | PreparerPersonNm |
| PTIN | P01463913 | PTIN |
| Phone | 9133418500 | PhoneNum |
| Preparation | 2024-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,690,695 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,903 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,903 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $911,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,217 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,192 | CashBOYAmt |
| Cash EOY | $12,757 | CashEOYAmt |
| Cash EOYFMV | $12,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,912 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $808,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,189,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $675,727 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $672,575 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,934,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,112,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,700,727 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,927 | OtherAssetsBOYAmt |
| Other Assets EOY | $458 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $458 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,858,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,694,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,690,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,858,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,694,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,858,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,694,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,858,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,694,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,858,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,694,633 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,694,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (144 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15 SHS ANNALY CAPITAL MANAGEMENT, INC PREFERRED | P | 2022-06-17 | 2023-02-01 | $348 | $326 | $22 | $22 |
| 100 SHS AT & T PREFERRED C | P | 2023-08-21 | $1,757 | $2,084 | -$327 | -$327 | |
| 60 SHS CHARLES SCHWAB CORPORATION | P | 2023-02-02 | 2023-07-06 | $1,480 | $1,523 | -$43 | -$43 |
| 3 SHS CHIMERA INVESTMENT CORP PFD | P | 2022-06-17 | 2023-02-07 | $60 | $60 | $0 | $0 |
| 7 SHS CHIMERA INVESTMENT CORP PFD C | P | 2022-06-17 | 2023-02-08 | $137 | $141 | -$4 | -$4 |
| 15 SHS CHS INC RED PFD | P | 2023-02-03 | 2023-07-06 | $374 | $383 | -$9 | -$9 |
| 20 SHS CHS INC RED PFT | P | 2023-02-03 | 2023-07-07 | $499 | $510 | -$11 | -$11 |
| 65 SHS CITIGROUP INC PFD | P | 2023-07-13 | 2023-11-15 | $1,625 | $1,652 | -$27 | -$27 |
| 35 SHS CITIZENS FINANCIAL GROUP INC | P | 2023-02-03 | 2023-07-10 | $640 | $780 | -$140 | -$140 |
| 25 SHS ENTERGY ARKANSAS LLC | P | 2023-04-14 | 2003-11-06 | $530 | $582 | -$52 | -$52 |
| 25 SHS FIFTH THIRD BANCORP PFD | P | 2023-02-02 | 2023-11-06 | $622 | $634 | -$12 | -$12 |
| 35 SHS REPUBLIC BANK PFD | P | 2022-03-31 | 2023-03-13 | $289 | $769 | -$480 | -$480 |
| 25 SHS FIRST CITIZENS BANK & TRUST CO | P | 2023-02-02 | 2023-11-06 | $500 | $556 | -$56 | -$56 |
| 45 SHS FORD MOTOR CO PREFERRED | P | 2023-08-18 | $994 | $1,077 | -$83 | -$83 | |
| 40 SHS HUNTINGTON BANCSHARES INC DEP PFD | P | 2023-02-28 | 2023-11-06 | $938 | $1,008 | -$70 | -$70 |
| 45 SHS METLIFE INC NON-CUMULATIVE PREFERRED | P | 2023-02-03 | 2023-07-06 | $1,071 | $1,131 | -$60 | -$60 |
| 30 SHS MORGAN STANLEY PREF SHARE | P | 2023-03-15 | 2023-07-07 | $703 | $712 | -$9 | -$9 |
| 30 SHS PACWEST BANCORP PREFERRED | P | 2022-06-01 | 2023-03-13 | $266 | $750 | -$484 | -$484 |
| 25 SHS REINSURANCE GROUP OF AMERICA INC | P | 2023-09-15 | 2023-11-06 | $644 | $654 | -$10 | -$10 |
| 125 SHS SIGNATURE BANK NEW YORK | P | 2003-03-10 | $1,758 | $2,722 | -$964 | -$964 | |
| 90 SHS SPDR ICE PREFERRED SECURITIES | P | 2023-05-12 | 2023-07-06 | $2,942 | $2,944 | -$2 | -$2 |
| 35 SHS TEXAS CAPITAL BANCSHARES INC | P | 2023-02-03 | 2023-07-07 | $628 | $800 | -$172 | -$172 |
| 9 SHS VOYA FINANCIAL INC PREFERRED B | P | 2022-03-31 | 2023-02-01 | $226 | $233 | -$7 | -$7 |
| 96 SHS VOYA FINANCIAL INC PREFERRED B | P | 2023-02-02 | $2,408 | $2,434 | -$26 | -$26 | |
| 30 SHS WELLS FARGO & CO PREF SHARE | P | 2023-07-13 | 2023-11-06 | $675 | $698 | -$23 | -$23 |
| 25 SHS WESCO INTERNATIONAL INC A PFD | P | 2023-09-15 | 2023-11-06 | $668 | $666 | $2 | $2 |
| 25 SHS AEGON FUNDING COMPANY LLC | P | 2022-03-31 | 2023-11-06 | $496 | $609 | -$113 | -$113 |
| 30 SHS ALLSTATE CORPORATION PREFERRED SERIES H | P | 2019-08-02 | 2023-11-06 | $625 | $757 | -$132 | -$132 |
| 211.254 SHS AMERICAN FUNDS EUROPACIFIC GROWTH | P | 2019-09-27 | 2023-11-06 | $11,000 | $10,984 | $16 | $16 |
| 30 SHS AMERICAN INTERNATIONAL GROUP INC | P | 2019-03-08 | 2023-11-06 | $689 | $750 | -$61 | -$61 |
| 25 SHS AMERIPRISE FINANCIAL INC | P | 2023-11-06 | $8,268 | $3,685 | $4,583 | $4,583 | |
| 95 SHS ANNALY CAPITAL MANAGEMENT INC PREFERRED | P | 2023-02-01 | $2,203 | $2,493 | -$290 | -$290 | |
| 20 SHS ARCH CAPITAL GROUP LTD | P | 2018-03-19 | 2023-11-06 | $422 | $494 | -$72 | -$72 |
| 75 SHS ARCH CAPITAL GROUP LTD | P | 2023-07-06 | $1,378 | $1,931 | -$553 | -$553 | |
| 8071.401 SHS ARTISAN HIGH INCOME FUND ADVISOR SHARES | P | 2023-02-02 | $71,997 | $82,000 | -$10,003 | -$10,003 | |
| 70 SHS AT & T PREFERRED A | P | 2022-03-29 | 2023-07-06 | $1,528 | $1,574 | -$46 | -$46 |
| 138 SHS AT & T PREFERRED C | P | 2023-08-18 | $2,454 | $3,239 | -$785 | -$785 | |
| 7 SHS AT & T PREFERRED C | P | 2020-06-16 | 2023-08-21 | $123 | $164 | -$41 | -$41 |
| 30 SHS AXIS CAPITAL HOLDINGS LTD PREF SHARE | P | 2017-08-30 | 2023-11-06 | $615 | $760 | -$145 | -$145 |
| 135 SHS BANK OF AMERICA CORP PFD | P | 2023-07-06 | $2,465 | $2,993 | -$528 | -$528 | |
| 50 SHS BANK OF AMERICA CORP PREFERRED | P | 2020-06-17 | 2023-11-06 | $1,098 | $1,309 | -$211 | -$211 |
| 40 SHS BANK OF HAWAII CORP PFD | P | 2023-05-12 | $455 | $937 | -$482 | -$482 | |
| 15 SHS BANK OF HAWAII CORP PFD | P | 2022-02-04 | 2023-11-06 | $203 | $350 | -$147 | -$147 |
| 40 SHS BANK OF OZK PFD A | P | 2022-02-07 | 2023-05-12 | $521 | $942 | -$421 | -$421 |
| 22 SHS BANK OF OZK PFD A | P | 2023-07-06 | $325 | $516 | -$191 | -$191 | |
| 58 SHS BANK OF OZK PFD A | P | 2023-07-07 | $859 | $1,300 | -$441 | -$441 | |
| 5 SHS BROADCOM INC | P | 2020-06-16 | 2023-11-06 | $4,372 | $1,560 | $2,812 | $2,812 |
| 24 SHS CADENCE BANK PFD A | P | 2019-11-14 | 2023-07-06 | $410 | $600 | -$190 | -$190 |
| 7 SHS CADENCE BANK PFD A | P | 2019-11-14 | 2023-07-07 | $120 | $175 | -$55 | -$55 |
| 14 SHS CADENCE BANK PFD A | P | 2019-11-14 | 2023-07-10 | $239 | $350 | -$111 | -$111 |
| 165 SHS CAPITAL ONE FINANCIAL CORP PREF SHARE | P | 2023-07-06 | $2,912 | $3,671 | -$759 | -$759 | |
| 45 SHS CAPITAL ONE FINANCIAL CORP PREFERRED | P | 2023-11-06 | $797 | $1,127 | -$330 | -$330 | |
| 15 SHS CARLYLE GROUP INC PREFERRED | P | 2022-03-30 | 2023-11-06 | $260 | $320 | -$60 | -$60 |
| 50 SHS CHARLES SCHWAB CORPORATION PREFERRED J | P | 2022-02-03 | 2023-11-06 | $946 | $1,223 | -$277 | -$277 |
| 7 SHS CHIMERA INVESTMENT CORP PFD C | P | 2021-06-25 | 2023-02-01 | $143 | $180 | -$37 | -$37 |
| 73 SHS CHIMERA INVESTMENT CORP PFD C | P | 2023-02-02 | $1,475 | $1,879 | -$404 | -$404 | |
| 9 SHS CHIMERA INVESTMENT CORP PFD C | P | 2023-02-03 | $180 | $231 | -$51 | -$51 | |
| 4 SHS CHIMERA INVESTMENT CORP PFD C | P | 2021-06-23 | 2023-02-06 | $80 | $103 | -$23 | -$23 |
| 12 SHS CHIMERA INVESTMENT CORP PFD C | P | 2023-02-07 | $238 | $306 | -$68 | -$68 | |
| 35 SHS CHS INC CLASS B SER 4 | P | 2023-11-06 | $889 | $991 | -$102 | -$102 | |
| 30 SHS CHS INC RED PFD | P | 2023-07-10 | $742 | $729 | $13 | $13 | |
| 30 SHS CITIGROUP INC PFD | P | 2018-11-02 | 2023-11-06 | $744 | $807 | -$63 | -$63 |
| 40 SHS CITIGROUP INC PFD | P | 2018-11-02 | 2023-11-15 | $1,000 | $1,075 | -$75 | -$75 |
| 40 SHS CITIZENS FINANCIAL GROUP INC PREF SHARE | P | 2019-03-20 | 2023-11-06 | $942 | $1,057 | -$115 | -$115 |
| 16 SHS CITIZENS FINANCIAL GROUP INC PREFERRED | P | 2020-04-13 | 2023-07-06 | $294 | $368 | -$74 | -$74 |
| 10 SHS CITIZENS FINANCIAL GROUP INC PREFERRED | P | 2023-07-07 | $186 | $230 | -$44 | -$44 | |
| 24 SHS CITIZENS FINANCIAL GROUP INC PREFERRED S | P | 2010-04-09 | 2023-07-10 | $439 | $552 | -$113 | -$113 |
| 159.151 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND | P | 2019-09-27 | 2023-11-06 | $9,000 | $7,980 | $1,020 | $1,020 |
| 10 SHS CONNECTONE BANCORP INC | P | 2021-08-18 | 2023-05-12 | $144 | $255 | -$111 | -$111 |
| 3 SHS CONNECTONE BANCORP INC PFD A | P | 2021-08-18 | 2023-07-06 | $48 | $76 | -$28 | -$28 |
| 30 SHS CONNECTONE BANCORP PFD A | P | 2022-07-07 | $478 | $756 | -$278 | -$278 | |
| 7 SHS CONNECTONE BANCORP INC PFD A | P | 2021-08-12 | 2023-07-10 | $111 | $175 | -$64 | -$64 |
| 25 SHS CULLEN FROST BANKERS INC PREFERRED B | P | 2020-11-13 | 2023-11-06 | $438 | $629 | -$191 | -$191 |
| 13590.723 SHS DODGE & COX INCOME | P | 2023-02-02 | $173,282 | $189,007 | -$15,725 | -$15,725 | |
| 225 SHS DOMINION ENERGY INC | P | 2020-04-07 | 2023-11-06 | $10,080 | $16,520 | -$6,440 | -$6,440 |
| 30 SHS EQUITABLE HOLDINGS INC PREFERRED SHARES | P | 2019-11-21 | 2023-11-06 | $565 | $749 | -$184 | -$184 |
| 15 SHS FEDERAL AGRICULTURAL MORTGAGE CORP | P | 2020-08-20 | 2023-11-06 | $289 | $386 | -$97 | -$97 |
| 14476.302 SHS FIDELITY US BOND INDEX FUND | P | 2018-06-04 | 2023-02-02 | $152,870 | $162,415 | -$9,545 | -$9,545 |
| 25 SHS FIFTH THIRD BANCORP PREFERRED K | P | 2020-04-13 | 2023-07-06 | $519 | $554 | -$35 | -$35 |
| 35 SHS FIFTH THIRD BANCORP PREFERRED K | P | 2020-04-13 | 2023-07-07 | $735 | $776 | -$41 | -$41 |
| 17 SHS FIFTH THIRD BANCORP PREFERRED K | P | 2020-04-13 | 2023-07-10 | $353 | $377 | -$24 | -$24 |
| 48 SHS FIFTH THIRD BANCORP PREFERRED K | P | 2020-04-13 | 2023-07-11 | $984 | $1,064 | -$80 | -$80 |
| 10 SHS FIRST CITIZENS BANCSHARES INC PREFERRED | P | 2020-03-06 | 2023-07-06 | $195 | $252 | -$57 | -$57 |
| 31 SHS FIRST CITIZENS BANCSHARES INC | P | 2023-07-07 | $608 | $778 | -$170 | -$170 | |
| 50 SHS FIRST CITIZENS BANCSHARES INC PREFERRED | P | 2020-03-05 | 2023-07-10 | $969 | $1,250 | -$281 | -$281 |
| 39 SHS FIRST CITIZENS BANCSHARES INC PREFERRED | P | 2023-07-11 | $754 | $939 | -$185 | -$185 | |
| 15 SHS FIRST HORIZON CORPORATION DP SHS | P | 2019-03-29 | 2023-05-12 | $275 | $376 | -$101 | -$101 |
| 9 SHS FIRST HORIZON CORPORATION DP SHS | P | 2019-03-29 | 2023-07-06 | $193 | $226 | -$33 | -$33 |
| 5 SHS FIRST HORIZON CORPORATION | P | 2019-03-29 | 2023-07-07 | $108 | $125 | -$17 | -$17 |
| 21 SHS FIRST HORIZON CORPORATION DP SHS | P | 2019-03-29 | 2023-07-10 | $449 | $527 | -$78 | -$78 |
| 20 SHS FIRST HORIZON CORPORATION | P | 2016-07-19 | 2023-05-12 | $372 | $544 | -$172 | -$172 |
| 20 SHS FIRST HORIZON CORPORATION | P | 2016-07-19 | 2023-11-06 | $424 | $544 | -$120 | -$120 |
| 100 SHS FIRST REPUBLIC BANK PFD | P | 2021-11-19 | 2023-03-13 | $827 | $2,508 | -$1,681 | -$1,681 |
| 45 SHS FORD MOTOR CO PREFERRED | P | 2020-08-26 | 2023-08-18 | $994 | $1,116 | -$122 | -$122 |
| 26 SHS FORD MOTOR CO SR NT | P | 2022-02-09 | 2023-07-06 | $628 | $681 | -$53 | -$53 |
| 20 SHS FORD MOTOR CO SR NT | P | 2023-07-07 | $482 | $521 | -$39 | -$39 | |
| 85 SHS GOLDMAN SACHS GROUP INC PFD SER J | P | 2023-02-01 | $2,113 | $2,210 | -$97 | -$97 | |
| 35 SHS GOLDMAN SACHS GROUP INC SER K PFD | P | 2017-02-03 | 2023-11-06 | $872 | $950 | -$78 | -$78 |
| 8442.735 SHS GUGGENHEIM TOTAL RETURN BOND | P | 2023-02-02 | $205,243 | $229,623 | -$24,380 | -$24,380 | |
| 40 SHS HARTFORD FINL SERVICES GROUP INC | P | 2018-10-30 | 2023-11-06 | $959 | $1,000 | -$41 | -$41 |
| 55 SHS HUNTINGTON BANCSHARES INC PREFERRED H | P | 2021-02-02 | 2023-07-06 | $950 | $1,381 | -$431 | -$431 |
| 110 SHS HUNTINGTON BANCSHARES INC PREFERRED H | P | 2023-07-07 | $1,899 | $2,579 | -$680 | -$680 | |
| 136.203 SHS INVESCO DEVELOPING MARKETS | P | 2012-12-07 | 2023-11-06 | $5,000 | $4,612 | $388 | $388 |
| 40 SHS JP MORGAN CHASE & CO PFD | P | 2021-06-23 | 2023-11-06 | $796 | $1,056 | -$260 | -$260 |
| 40 SHS JP MORGAN CHASE & CO PFD | P | 2021-03-11 | 2023-11-06 | $783 | $1,003 | -$220 | -$220 |
| 20 SHS KEYCORP PFD | P | 2018-03-19 | 2023-11-06 | $392 | $561 | -$169 | -$169 |
| 30 SHS KEYCORP PFD G | P | 2023-11-06 | $516 | $768 | -$252 | -$252 | |
| 15 SHS KEYCORP PREFERRED | P | 2018-07-23 | 2023-07-06 | $274 | $375 | -$101 | -$101 |
| 50 SHS KEYCORP PREFERRED | P | 2023-07-07 | $911 | $1,239 | -$328 | -$328 | |
| 68 SHS KIMCO REALTY CORP PREFERRED | P | 2019-03-19 | 2023-02-01 | $1,592 | $1,577 | $15 | $15 |
| 17 SHS KIMCO REALTY CORP | P | 2019-03-19 | 2023-02-02 | $396 | $394 | $2 | $2 |
| 50 SHS METLIFE INC DP PFD | P | 2020-07-07 | 2023-11-06 | $1,006 | $1,250 | -$244 | -$244 |
| 70 SHS MORGAN STANLEY DEP FIX/FLT | P | 2023-07-06 | $1,711 | $1,908 | -$197 | -$197 | |
| 70 SHS MORGAN STANLEY PFD O | P | 2022-03-30 | 2023-11-06 | $1,235 | $1,480 | -$245 | -$245 |
| 46 SHS MORGAN STANLEY PREF SHARE | P | 2020-06-30 | 2023-07-06 | $1,075 | $1,191 | -$116 | -$116 |
| 14 SHS MORGAN STANLEY PREF SHARE | P | 2020-06-30 | 2023-07-07 | $328 | $363 | -$35 | -$35 |
| 7976.023 SHS PALMER SQUARE INCOME PLUS | P | 2023-02-02 | $78,325 | $79,510 | -$1,185 | -$1,185 | |
| 35 SHS PUBLIC STORAGE PFD P | P | 2022-03-30 | 2003-11-06 | $594 | $718 | -$124 | -$124 |
| 125 SHS REGIONS FINANCIAL CORP PFD SER E | P | 2021-04-28 | 2023-07-06 | $2,064 | $3,146 | -$1,082 | -$1,082 |
| 30 SHS REGIONS FINANCIAL CORP PREFERRED C | P | 2020-04-13 | 2023-11-06 | $566 | $765 | -$199 | -$199 |
| 43 SHS STATE STREET CORP | P | 2016-07-19 | 2023-07-06 | $1,075 | $1,262 | -$187 | -$187 |
| 107 SHS STATE STREET CORP DEP PFD | P | 2023-07-07 | $2,674 | $2,802 | -$128 | -$128 | |
| 95 SHS SVB FINANCIAL GROUP PREFERRED A | P | 2019-12-03 | 2023-03-29 | $102 | $2,377 | -$2,275 | -$2,275 |
| 35 SHS SYNCHRONY FINANCIAL PREFERRED SERIES A | P | 2019-11-07 | 2023-11-06 | $550 | $883 | -$333 | -$333 |
| 65 SHS SYNOVUS FINANCIAL CORP PFD SERIES D | P | 2023-07-06 | $1,547 | $1,585 | -$38 | -$38 | |
| 40 SHS SYNOVUS FINANCIAL CORP PREFERRED | P | 2019-06-26 | 2023-11-06 | $906 | $1,014 | -$108 | -$108 |
| 29 SHS TEXAS CAPITAL BANCSHARES INC PREFERRED S | P | 2021-02-25 | 2023-07-06 | $524 | $725 | -$201 | -$201 |
| 21 SHS TEXAS CAPITAL BANCSHARES INC PREFERRED S | P | 2021-02-25 | 2023-07-07 | $377 | $525 | -$148 | -$148 |
| 45 SHS TRUIST FINANCIAL CORPORATION PREFERRED O | P | 2020-05-20 | 2023-11-06 | $975 | $1,129 | -$154 | -$154 |
| 165 SHS TRUIST FINANCIAL CORPORATION PREFERRED R | P | 2023-07-06 | $3,233 | $4,055 | -$822 | -$822 | |
| 145 SHS US BANCORP | P | 2023-07-06 | $2,564 | $2,773 | -$209 | -$209 | |
| 40 SHS US BANCORP PFD SERIES O | P | 2022-02-03 | 2023-11-06 | $733 | $1,000 | -$267 | -$267 |
| 13.81 SHS VANGUARD GROWTH INDEX ADM | P | 2013-11-14 | 2023-11-06 | $2,000 | $635 | $1,365 | $1,365 |
| .67 SHS VERALTO CORP | P | 2019-07-22 | 2023-10-05 | $50 | $33 | $17 | $17 |
| 41 SHS VERALTO CORP | P | 2019-07-22 | 2023-11-06 | $2,840 | $2,031 | $809 | $809 |
| 5 SHS WASHINGTON FEDERAL INC PREFERRED A | P | 2021-02-02 | 2023-05-12 | $65 | $126 | -$61 | -$61 |
| 66 SHS WASHINGTON FEDERAL INC PREFERRED A | P | 2021-02-02 | 2023-07-06 | $956 | $1,661 | -$705 | -$705 |
| 14 SHS WASHINGTON FEDERAL INC PREFERRED A | P | 2023-07-07 | $204 | $278 | -$74 | -$74 | |
| 115 SHS WELLS FARGO & CO PFD SHARE | P | 2023-07-06 | $2,880 | $3,074 | -$194 | -$194 | |
| 55 SHS WELLS FARGO & CO PFD SHARE SERIES A | P | 2020-01-16 | 2023-11-06 | $1,033 | $1,375 | -$342 | -$342 |
| 4036.048 SHS DODGE & COX INCOME | P | 2011-04-19 | 2023-02-02 | $51,460 | $53,962 | -$2,502 | -$2,502 |
| 50 SHS CHIMERA INV PFD B-ADDITIONAL BASIS | P | 2023-02-06 | $111 | -$111 | -$111 | ||
| 120 SHS BANK OF AMERICA CORP PREFERRED | P | 2023-07-06 | $2,572 | $2,993 | -$421 | -$421 | |
| CAPITAL GAINS DIVIDENDS | P | $17,812 | $17,812 | $17,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $672 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $672 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,991 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,991 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,319 | OverpaymentAmt |
| Applied To ES Tax | $2,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133418500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 WEST 110TH STREET 150 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER SALAZAR | ||||||||
| 4804 WEST 138TH STREET | LEAWOOD | KS | 66224 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| ELLEN GINSBURG POLSKY | ||||||||
| 12120 ALHAMBRA | LEAWOOD | KS | 66209 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| KAREN POLSKY KENT | ||||||||
| 62 CORRAL DRIVE | CARBONDALE | CO | 81623 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| STEVEN POLSKY | ||||||||
| 2616 ELLERHORST AVENUE | EL CERRITO | CA | 94530 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| AUTUMN KENT DESIMONE | ||||||||
| 57 CORRAL DRIVE | CARBONDALE | CO | 81623 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| RENEE POLSKY SILVER | ||||||||
| 12222 BEVERLY STREET | OVERLAND PARK | KS | 66209 | CO-TRUSTEE | 0.30 | $0 | $0 | $0 |
| JOSEPH POLSKY | ||||||||
| 12120 ALHAMBRA | LEAWOOD | KS | 66209 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| LARRY SILVER | ||||||||
| 12222 BEVERLY STREET | OVERLAND PARK | KS | 66209 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| ADRIAN SALAZAR | ||||||||
| 4804 WEST 138TH STREET | LEAWOOD | KS | 66224 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| MARK OLIVER | ||||||||
| 2616 ELLERHORST AVENUE | EL CERRITO | CA | 94530 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| MAGNUS GRIMMETT | ||||||||
| 57 CORRAL DRIVE | CARBONDALE | CO | 81623 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A -- ALL CHARITABLE CONTRIBUTIONS WERE CASH CONTRIBUTIONS PAID DIRECTLY TO THE CHARITABLE ORGANIZATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,407,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,560,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,560,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,507,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $672 | TotalTaxAmt |
| Distributable Before Adj | $174,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,683 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $140,918 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $140,918 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $170,601 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RENEE POLSKY SILVER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12222 BEVERLY STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9133784411 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER FORMAT STATING GENERAL NATURE, GOALS AND PURPOSE OF REQUESTING ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR THE NEXT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT THAT THE ORGANIZATION IS TAX-EXEMPT UNDER IRS 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN COUNTRY DAY SCHOOL | |||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | N/A | TAX-EXEMPT ORGANIZAT | COMMITMENT TO RIGOROUS ACADEMICS, CREATIVE ARTS, AND OUTDOOR EDUCATION WHICH IGNITES CURIOSITY, CONFIDENCE AND CRITICAL THINKING. ENCOURAGE STUDENTS TO STRIVE FOR INDIVIDUAL EXCELLENCE AND INSTILLS IN THEM A LIFELONG LOVE OF LEARNING, SENSE OF PURPOSE AND RESPONSIBLE CITIZENSHIP | $1,000 |
| GROUPMUSE FOUNDATION | |||||||
| 629 GRAND STREET 4A | BROOKLYN | NY | 11211 | N/A | TAX-EXEMPT ORGANIZAT | PROVIDE MUSICIANS WITH TECHNOLOGY, TOOLS AND TRAINING TO CULTIVATE AND CONNECT TO ONLINE AUDIENCES, SUPPORT EDUCATIONAL AND OUTREACH PROJECTS THAT WELCOMES PEOPLE OF ALL BACKGROUNDS | $2,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES OF SAN FRANCISCO | |||||||
| P O BOX 159004 | SAN FRANCISCO | CA | 94115 | N/A | TAX EXEMPT ORGANIZAT | LIFELINE FOR CHILDREN, ADULTS, AND FAMILIES FACING PERSONAL CRISES OR CHALLENGES | $2,000 |
| HORIZONS FOUNDATION | |||||||
| 155 SANSOME STREET SUITE 650 | SAN FRANCISCO | CA | 94104 | N/A | TAX EXEMPT ORGANIZAT | HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | TAX EXEMPT ORGANIZAT | HELP SEEK JUSTICE FOR MOST VULNERABLE MEMBERS OF SOCIETY | $2,000 |
| CONGREGATION SHA'AR ZAHAV-THE RAINBOW FUND | |||||||
| 290 DOLORES STREET | SAN FRANCISCO | CA | 94103 | N/A | TAX EXEMPT ORGANIZAT | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66209 | N/A | TAX EXEMPT ORGANIZAT | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATIONRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | N/A | TAX EXEMPT ORGANIZAT | TO EMPOWER INJURED COMBAT SOLDIERS TO HELP RECENTLY INJURED COMBAT SOLDIERS RECLAIM THEIR LIVES, FULFULL THEIR DREAMS AND CONTINUE TO SERVE AND INSPIRE THE JEWISH NATION | $5,000 |
| ROSE BROOKS CENTER | |||||||
| P O BOX 320599 | KANSAS CITY | MO | 64132 | N/A | TAX-EXEMPT ORGANIZAT | BREAK THE CYCLE OF DOMESTIC VIOLENCE SO THAT INDIVIDUALS AND FAMILIES CAN LIVE FREE OF ABUSE | $4,000 |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | TO SUPPORT THE EMOTIONAL, SPIRITUAL, ACADEMIC AND PHYSICAL GROWTH OF STUDENTS. TO STRIVE TO CULTIVATE A GENERATION OF JEWISH INDEPENDENT AND ETHICAL THINKERS, DETERMINED TO REACH THEIR GREATEST POTENTIAL AND HAVE A POSITIVE IMPACT ON OUR PEOPLE AND THE WORLD. | $5,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | TO PROMOTE THE PRACTICE OF TZEDAKAH (CHARITY) AND THE PURSUIT OF TIKKUM OLAM (REPAIRING THE WORLD) BY SERVING AS THE ADVOCATE FOR PLANNED GIVING AND THE CENTRAL RESOURCE FOR PERSONALIZED CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES AND ORGANIZATIONS IN THE COMMUNITY. | $5,000 |
| JEWISH COMMUNITY RELATIONS BUREAU | |||||||
| 5801 WEST 115TH STREET SUITE 203 | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | TO SERVE AS A PREMIER AND INFLUENTIAL ADVOCATE FOR COMBATING ANTISEMITISM AND PURSUING JUSTICE. | $1,000 |
| MADDIE'S MISSION | |||||||
| P O BOX 8552 | PRAIRIE VILLAGE | KS | 66208 | N/A | TAX EXEMPT ORGANIZAT | TO RAISE AWARENESS AND PROVIDE FUNDING TO SUPPORT TREATMENT AND A CURE FOR ANGELMAN SYNDROME AND OTHER RARE DISEASES. | $1,500 |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | |||||||
| 5801 WEST 115TH STREET SUITE 106 | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| OASIS LEGAL SERVICES | |||||||
| 1900 ADDISON STREET SUITE 100 | BERKELEY | CA | 94704 | N/A | TAX EXEMPT ORGANIZAT | PROVIDE QUALITY LEGAL IMMIGRATION SERVICES TO UNDER-REPRESENTED LOW-INCOME GROUPS WITH A FOCUS ON LGBTQIA+ COMMUNITIES | $2,000 |
| UNIVERSITY OF KANSAS HILLEL | |||||||
| 1121 INDIANA STREET SUITE C | LAWRENCE | KS | 66044 | N/A | TAX EXEMPT ORGANIZAT | CONNECT JEWISH STUDENTS TO EACH OTHER AND TO THEIR JUDAISM, TO INSPIRE AND EQUIP THE NEXT GENERATION OF JEWISH LEADERS AND TO BUILD A THRIVING JEWISH COMMUNITY ON CAMPUS | $2,000 |
| REACHING OUT FROM WITHIN | |||||||
| P O BOX 8527 | PRAIRIE VILLAGE | KS | 66208 | N/A | TAX EXEMPT ORGANIZAT | PRISON REHABILITATION PROGRAMS FOR INMATES WHO WANT TO MAKE LASTING CHANGES IN THEIR BEHAVIOR | $1,000 |
| RIDHWAN FOUNDATIONN | |||||||
| 2075 EUNICE STREET | BERKELEY | CA | 94709 | N/A | TAX EXEMPT ORGANIZAT | PROVIDE TEACHER TRAINING SUPPORT | $2,000 |
| CHARITIES AID FOUNDATION OF AMERICA | |||||||
| 225 REINKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | TAX EXEMPT ORGANIZAT | PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS | $29,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | TO ENRICH THE DIVERSE COMMUNITY BY CULTIVATING AN INCLUSIVE ENVIRONMENT BUILT UPON JEWISH VALUES, HERITAGE AND CULTURE. TO HELP PROMOTE THE JEWISH CULTURE FESTIVAL | $2,500 |
| BURNS RECOVERED SUPPORT GROUP | |||||||
| 6220 S LINDBERGH BLVD SUITE 203 | ST LOUIS | MO | 63123 | N/A | TAX EXEMPT ORGANIZAT | MISSOURI CHILDREN'S BURN CAMP | $5,000 |
| WONDERSCOPE | |||||||
| 443 EAST RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | N/A | TAX EXEMPT ORGANIZAT | MUSEUM FEATURING HANDS ON EXHIBITS ABOUT ART, SCIENCE, MATH AND READING DESIGNED FOR CHILDREN UNDER 8 | $5,000 |
| JUDAISM ALIVEJEWISH ROCK RADIO | |||||||
| 14560 WHITE BIRCH VALLEY LANE | CHESTERFIELD | MO | 63017 | N/A | TAX EXEMPT ORGANIZAT | PUBLIC JEWISH RADIORELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $3,000 |
| JEWISH FAMILY SERVICES OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | TAX EXEMPT ORGANIZAT | JEWISH CHAPLAINCY PROGRAM AND FOOD PANTRY | $12,000 |
| RICHMOND COMMUNITY FOUNDATION | |||||||
| 3260 BLUME DRIVE SUITE 110 | RICHMOND | CA | 94806 | N/A | TAX EXEMPT ORGANIZAT | MOBILIZE THE POWER OF CONNECTION TO BUILD HEALTHY THRIVING COMMUNITIES -- RESTORE NEIGHBORHOODS, HEALTH COMMUNITY GROWTH, QUALITY EDUCATION AND PUBLIC SAFETY | $2,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 5311 WEST 75TH STEET | PRAIRIE VILLAGE | KS | 66208 | N/A | TAX EXEMPT ORGANIZAT | SOCIAL JUSTICE BY IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES AND BY SAFEGUARDING INDIVIDUAL RIGHTS AND FREEDOMS | $1,000 |
| VILLAGE SHALOM | |||||||
| 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | N/A | TAX EXEMPT ORGANIZAT | BRING DIGNITY, CHOICE, COMPASSION AND CARE TO ELDERS DURING THEIR LIVES AND LIFE TRANSITIONS. | $25,000 |
| CONGREGATION BETH SHALOM | |||||||
| 14200 LAMAR AVENUE | OVERLAND PARK | KS | 66233 | N/A | TAX EXEMPT ORGANIZAT | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $11,000 |
| HADASSAH OF GREATER KANSAS CITY | |||||||
| 3909 WEST 101ST TERRACE | OVERLAND PARK | KS | 66207 | N/A | TAX EXEMPT ORGANIZAT | REGILIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| THE SPAHR CENTER | |||||||
| 150 NELLEN AVENUE SUITE 100 | CORTE MADERA | CA | 94925 | N/A | TAX EXEMPT ORGANIZAT | SERVE, SUPPORT AND EMPOWER THE LESBIAN, GAY, BISEXUAL AND TRANSGENDER COMMUNITY AND EVERYONE IN THE COUNTY LIVING WITH AND AFFECTED BY HIV | $2,000 |
| LOS CENZONTLES CULTURAL ARTS ACADEMY | |||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | N/A | TAX EXEMPT ORGANIZAT | PROVIDE A HUB FOR LATINO ARTISTS WHILE WORKING TO AMPLIFY THEIR MEXICAN ROOTS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,903 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$67,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,713 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| O'HALLORAN SHERMAN ASSOCIATES, LLC -- ACCOUNTING FOR ACTIVITY AND | $0 | $0 | $0 |
| PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF PRIVATE FOUNDATION | $0 | $0 | $0 |
| RULES AND REGULATIONS. | $5,375 | $5,375 | $0 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION, ID# 48-1232337, HEREBY ELECTS UNDER REGS SEC 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTIONS OF 129,000 MADE DURING THE YEAR ENDED DECEMBER 31, 2015. THE TAXPAYER ELECTS THAT THE DISTRIBUTIONS BE ALLOCATED IN THE FOLLOWING MANNER: (1) 121,724 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2015; (2) 1,304 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2014 AND (3) 5,972 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2016. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT & T INC SENIOR GLOBAL NOTE 4.25% | $75,080 | $74,207 |
| ANHEUSER-BUSCH INBEV WLDW INC SR GLBL NT DTD 1/23/19 4.75% | $76,580 | $76,232 |
| BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% | $74,935 | $75,238 |
| THE CIGNA GROUP NEW GLBL NT DTD 2/25/2020 4.5% | $75,192 | $74,482 |
| GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 1/17/2019 5.1% | $74,990 | $74,972 |
| KLA CORPORATION SR GLBL NT DTD 11/6/2014 4.65% | $75,027 | $74,555 |
| LOWES COS INC SR NT DTD 9/8/2022 4.4% | $75,006 | $74,443 |
| SYNCHRONY FINANCIAL SR GLB NT DTD 8/11/2014 4.25% | $74,275 | $74,172 |
| VERIZON COMMUNICATIONS INC SR GLBL NT DTD 6/21/2018 4.329% | $74,642 | $74,274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120 SHS AXIS CAPITAL HOLDINGS LTD PREF | $2,719 | $2,509 |
| 95 SHS ARCH CAP GROUP LTD | $2,199 | $2,263 |
| 110 SHS CHS INC CLASS B SER 4 PFD | $2,900 | $2,781 |
| 110 SHS GOLDMAN SACHS GROUP INC SER K PFD | $2,833 | $2,780 |
| 115 SHS HARTFORD FINL SVCS GROUP INC PFD | $2,871 | $2,875 |
| 140 SHS HUNTINGTON BANCSHARES | $3,453 | $3,318 |
| 56 SHS KEY CORP PFD | $1,285 | $1,201 |
| 128 SHS KEY CORP PREFERRED G | $2,767 | $2,563 |
| 135 SHS REGIONS FINANCIAL CORP PFD C | $3,019 | $2,877 |
| 225 SHS AMAZON.COM | $29,888 | $34,187 |
| 60 SHS COSTCO WHOLESALE CORP | $16,836 | $39,605 |
| 125 SHS DANAHER CORP | $15,639 | $28,918 |
| 200 SHS WALT DISNEY CO | $25,618 | $18,058 |
| 80 SHS HOME DEPOT INC | $16,880 | $27,724 |
| 150 SHS J P MORGAN | $17,069 | $25,515 |
| 100 SHS MCDONALDS CORP | $22,068 | $29,651 |
| 125 SHS MICROSOFT CORP | $17,300 | $47,005 |
| 125 SHS PNC FINANCIAL SERVICES GROUP INC | $17,336 | $19,356 |
| 130 SHS PEPSICO | $16,939 | $22,079 |
| 150 SHS PROCTOR & GAMBLE | $17,246 | $21,981 |
| 60 SHS THERMO FISHER SCIENTIFIC INC | $17,530 | $31,847 |
| 100 SHS UNION PACIFIC CORP | $17,353 | $24,562 |
| 700 SHS VERIZON COMMUNICATIONS INC | $35,356 | $26,390 |
| 155 SHS ALLSTATE CORP PREFERRED SERIES H | $3,585 | $3,287 |
| 110 SHS AMERICAN INTL GROUP INC | $2,739 | $2,748 |
| 240 SHS CAPITAL ONE FINANCIAL CORP PREFERRED I | $5,257 | $4,428 |
| 120 SHS CITIZENS FINANCIAL GROUP INC | $2,905 | $2,880 |
| 85 SHS SYNOVUS FINANIAL CORP PREFERRED | $2,012 | $1,985 |
| 135 SHS SYNCHRONY FINANCIAL PREFERRED SERIES A | $3,044 | $2,329 |
| 350 SHS ALPHABET INC | $23,658 | $48,891 |
| 100 SHS AMERIPRISE FINANCIAL INC | $14,657 | $37,983 |
| 340 SHS APPLE INC | $17,525 | $65,460 |
| 90 SHS BERKSHIRE HATHAWAY INC CLASS B | $16,746 | $32,099 |
| 75 SHS BROADCOM INC | $19,786 | $83,719 |
| 450 SHS CISCO SYSTEMS INC | $20,353 | $22,734 |
| 175 SHS DIGITAL REALTY TRUST INC | $24,895 | $23,551 |
| 200 SHS MERCK & CO INC | $15,069 | $21,804 |
| 275 SHS RTX CORP (RAYTHEON TECH CORP) | $18,172 | $23,139 |
| 125 SHS SALESFORCE.COM INC | $19,124 | $32,892 |
| 300 SHS STARBUCKS CORP | $20,786 | $28,803 |
| 65 SHS UNITEDHEALTH GROUP INC | $18,787 | $34,221 |
| 125 SHS VISA INC | $23,726 | $32,544 |
| 135 SHS WALMART INC | $16,484 | $21,283 |
| 250 SHS EATON CORP | $19,596 | $60,205 |
| 150 SHS CHUBB LIMITED | $16,649 | $33,900 |
| 110 SHS AEGON FUNDING COMPANY LLC | $2,514 | $2,391 |
| 200 SHS BANK OF AMERICA CORP PREFERRED SHS | $4,620 | $4,602 |
| 100 SHS CULLEN FROST BANKERS INC PREF B | $1,957 | $1,766 |
| 135 SHS EQUITABLE HOLDINGS INC PREF SERIES A | $3,130 | $2,878 |
| 95 SHS FIFTH THIRD BANCORP PREFERRED | $2,396 | $2,420 |
| 80 SHS FIRST CITIZENS BANK & TRUST CO | $1,690 | $1,730 |
| 70 SHS FIRST HORIZON CORPORATION DP SHS | $1,670 | $1,624 |
| 135 SHS JPMORGAN CHASE & CO PFD LL | $3,251 | $2,819 |
| 180 SHS METLIFE INC DP PFD | $4,133 | $3,672 |
| 290 SHS MORGAN STANLEY PREF O | $5,654 | $5,530 |
| 205 SHS TRUIST FINANCIAL CORP PREFERRED O | $4,882 | $4,557 |
| 155 SHS US BANCORP PFD SERIES O | $3,223 | $3,027 |
| 160 SHS WELLS FARGO & CO PFD SH SERIES A | $3,604 | $3,189 |
| 90 SHS WELLS FARGO & CO PREF SHARE | $2,033 | $2,154 |
| 100 SHS ECOLAB INC | $15,859 | $19,835 |
| 135 SHS JP MORGAN CHASE & CO PFD JJ | $3,127 | $2,767 |
| 400 SHS DOW INC | $23,960 | $21,936 |
| 70 SHS CARLYLE GROUP PREFERRED | $1,485 | $1,441 |
| 155 SHS PUBLIC STORAGE PFD P | $2,997 | $2,770 |
| 180 SHS CHARLES SCHWAB CORPORATION PREFERRED J | $3,785 | $3,539 |
| 50 SHS NETFLIX INC | $18,450 | $24,344 |
| 250 SHS MEDTRONIC PLC | $21,709 | $20,595 |
| 105 SHS BANK OF HAWAII CORP PFD A | $1,907 | $1,757 |
| 95 SHS ENTERGY ARKANSAS LLC | $2,165 | $2,025 |
| 65 SHS REINSURANCE GROUP OF AMERICA INC | $1,700 | $1,695 |
| 65 SHS WESCO INTERNATIONAL INC A PFD | $1,732 | $1,717 |
| 75 SHS FEDERAL AGRICULTURAL MORTGAGE CORP | $1,730 | $1,556 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1975.087 SHS DFA US SMALL CAP | AT COST | $40,670 | $87,615 |
| 5364.614 SHS JPMORGAN CAP GROWTH SELECT | AT COST | $122,589 | $322,628 |
| 820.307 SHS VANGUARD REIT INDEX ADM | AT COST | $100,370 | $103,908 |
| 2189.021 SHS VANGUARD GROWTH INDEX ADM | AT COST | $96,313 | $350,243 |
| 2116.842 SHS AMERICAN FUNDS EUROPACIFIC GR | AT COST | $110,068 | $115,918 |
| 1969.411 SHS BWG CLEARBRIDGE INTL GROWTH FUND CLASS IS | AT COST | $98,746 | $120,036 |
| 1521.458 SHS INVESCO DEVELOPING MARKETS | AT COST | $51,506 | $58,683 |
| 2323.516 SHS T ROWE PRICE MID-CAP GROWTH | AT COST | $193,902 | $232,932 |
| 800 SPDR ENERGY SELECT SECTOR SPDR FUND | AT COST | $33,593 | $67,072 |
| 5856.354 SHS NEUBERGER BERMAN LARGE CAP VALUE | AT COST | $265,000 | $241,692 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,927 | BOYBookValueAmt |
| EOY Book Value | $458 | EOYBookValueAmt |
| EOYFMV | $458 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE-POSTAGE/OFFICE SUPPLIES | $60 | $60 | $0 |
| MISCELLANEOUS ADDTL EXPENSE-MIDWEST TRUST CO | $98 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENTS FEES-MIDWEST TRUST COMPANY | CategoryTxt |
| Amt | $17,475 | Amt |
| Net Investment Income | $17,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON INVESTMENT INCOME | CategoryTxt |
| Amt | $978 | Amt |
| Net Investment Income | $978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |