NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION (EIN 48-1232337)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-08
- IRS object ID
- 202620989349101017
- Schema version
- 2025v4.1
- 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 | 2026-04-08T11:22:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARILYN R O'HALLORAN | PreparerPersonNm |
| PTIN | P01463913 | PTIN |
| Phone | 9133418500 | PhoneNum |
| Preparation | 2026-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,453,346 | 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 | $40,380 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,380 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,234 | 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 | $5,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,796 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,011 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,972 | CashBOYAmt |
| Cash EOY | $12,525 | CashEOYAmt |
| Cash EOYFMV | $12,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,042 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $72,189 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $626,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $564,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,345,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $758,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $836,768 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $845,819 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,016,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,053,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,992,389 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $376 | OtherAssetsBOYAmt |
| Other Assets EOY | $392 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $392 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,610,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,724,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,453,346 | 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 | $2,610,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,724,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,610,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,724,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,610,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,724,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,610,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,724,487 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,724,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 65 SHS APPLE INC | P | 2019-07-22 | 2025-10-03 | $16,789 | $3,350 | $13,439 | $13,439 |
| 350 SHS BROADCOM INC | P | 2025-10-03 | $118,246 | $9,530 | $108,716 | $108,716 | |
| 400 SHS DOW INC | P | 2022-01-31 | 2025-07-29 | $10,050 | $23,960 | -$13,910 | -$13,910 |
| 75000 LOWES CO INC SR NT DTD 9/8/2022 4.4% | P | 2023-02-02 | 2025-09-08 | $75,000 | $75,000 | $0 | $0 |
| 2323.516 SHS T ROWE PRICE MID-CAP GROWTH | P | 2025-06-11 | $231,260 | $193,902 | $37,358 | $37,358 | |
| 75000 THE CIGNA GROUP NEW GLBL NT DTD 2/25/2020 4.5% | P | 2023-02-02 | 2025-12-31 | $75,000 | $75,012 | -$12 | -$12 |
| 200 SHS WALT DISNEY CO | P | 2025-01-13 | $21,597 | $25,618 | -$4,021 | -$4,021 | |
| CAPITAL GAINS DIVIDENDS | P | $84,916 | $84,916 | $84,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,953 | 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 | $1,953 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,016 | TaxDueAmt |
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 (10 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 POLSKY SALAZAR | ||||||||
| 12120 ALHAMBRA | LEAWOOD | KS | 66209 | 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 | ||||||||
| 4989 WEST 131ST PLACE | LEAWOOD | KS | 66209 | CO-TRUSTEE | 0.30 | $0 | $0 | $0 |
| JOSEPH POLSKY | ||||||||
| 985 XENON COURT | GOLDEN | CO | 80401 | CO-TRUSTEE | 0.10 | $0 | $0 | $0 |
| LARRY SILVER | ||||||||
| 4989 WEST 131ST PLACE | LEAWOOD | KS | 66209 | 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 | $4,129,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,266 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,326,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,326,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,261,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,969 | TotalTaxAmt |
| Distributable Before Adj | $209,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $147,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $147,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,323 | 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 | $186,799 | 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 | 4989 WEST 131ST PLACE | AddressLine1Txt |
| City | LEAWOOD | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GROUPMUSE FOUNDATION | |||||||
| 447 BROADWAY 2ND FLOOR 222 | NEW YORK | NY | 11211 | N/A | PC | 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 | $3,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES OF SAN FRANCISCO | |||||||
| P O BOX 159004 | SAN FRANCISCO | CA | 94115 | N/A | PC | LIFELINE FOR CHILDREN, ADULTS, AND FAMILIES FACING PERSONAL CRISES OR CHALLENGES | $2,500 |
| HORIZONS FOUNDATION | |||||||
| 155 SANSOME STREET SUITE 650 | SAN FRANCISCO | CA | 94104 | N/A | PC | HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PC | 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 | PC | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,500 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66209 | N/A | PC | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATIONRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $10,500 |
| ROSE BROOKS CENTER | |||||||
| P O BOX 8619 | KANSAS CITY | MO | 64114 | N/A | PC | BREAK THE CYCLE OF DOMESTIC VIOLENCE SO THAT INDIVIDUALS AND FAMILIES CAN LIVE FREE OF ABUSE | $2,000 |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | PC | 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. | $8,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | N/A | PC | 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. | $10,000 |
| JEWISH COMMUNITY RELATIONS BUREAU | |||||||
| 5801 WEST 115TH STREET SUITE 203 | OVERLAND PARK | KS | 66211 | N/A | PC | 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 | PC | 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 | PC | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| JORDAN THOMAS FOUNDATION | |||||||
| 9005 OVERLOOK BLVD | BRENTWOOD | TN | 37057 | N/A | PC | TO PROVIDE CHILDREN AFFECTED BY LIMB LOSS WITH THE PROSTHESES THEY NEED THROUGHOUT CHILDHOOD AND ADOLESCENCE AND SERVING AS A CARING RESOURCE, ADVOCATE AND SUPPORT SYSTEM FOR THESE CHILDREN AND THEIR PARENTS | $4,000 |
| OASIS LEGAL SERVICES | |||||||
| 1900 ADDISON STREET SUITE 100 | BERKELEY | CA | 94704 | N/A | PC | PROVIDE QUALITY LEGAL IMMIGRATION SERVICES TO UNDER-REPRESENTED LOW-INCOME GROUPS WITH A FOCUS ON LGBTQIA+ COMMUNITIES | $4,000 |
| UNIVERSITY OF KANSAS HILLEL | |||||||
| 1121 INDIANA STREET SUITE C | LAWRENCE | KS | 66044 | N/A | PC | 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 |
| RIDHWAN FOUNDATIONN | |||||||
| 2075 EUNICE STREET | BERKELEY | CA | 94709 | N/A | PC | PROVIDE TEACHER TRAINING SUPPORT | $3,000 |
| CHARITIES AID FOUNDATION OF AMERICA | |||||||
| 225 REINKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS | $47,000 |
| VILLAGE SHALOM | |||||||
| 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | N/A | PC | TO NURTURE THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL WELL-BEING OF EVERY INDIVIDUAL WHOM WE ARE PRIVILEGED TO SERVE, INSPIRED BY OUR HERITAGE AS A JEWISH SPONSORED SENIOR LIVING COMMUNITY. | $1,000 |
| LYRIC CENTER FOR LGBTQ YOUTH | |||||||
| 127 COLLINGWOOD STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | TO BUILD COMMUNITY AND INSPIRE POSITIVE SOCIAL CHANGE THROUGH EDUATION ENHANCEMENT, CAREER TRAININGS, HEALTH PROMOTION, AND LEADERSHIP DEVELOPMENT WITH LGBTQQ YOUTH, THEIR FAMILIES, AND ALLIES OF ALL RACES, CLASSES, GENDERS AND ABILITIES | $3,000 |
| OUR FAMILY COALITION | |||||||
| 1385 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO ADVANCE EQUITY FOR THE FULL AND EXPANDING SPECTRUM OF LGBTQ FAMILIES AND CHILDREN THROUGH SUPPORT, EDUCATION AND ADVOCACY. | $3,000 |
| BURNS RECOVERED SUPPORT GROUP | |||||||
| 4220 DUNCAN AVENUE SUITE 201 | ST LOUIS | MO | 63110 | N/A | PC | MISSOURI CHILDREN'S BURN CAMP | $5,000 |
| JUDAISM ALIVEJEWISH ROCK RADIO | |||||||
| 7 FOXCLIFF COURT | BALLWIN | MO | 63011 | N/A | PC | PUBLIC JEWISH RADIORELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $5,000 |
| PRODUCERS ASSOCIATION INC (WOODMINSTER SUMMER MUSCIALS) | |||||||
| 5658 GRISBORNE AVENUE | OAKLAND | CA | 94611 | N/A | PC | TO PROVIDE AFFORDABLE FAMILY ENTERTAINMENT, TO PRODUCE SHOWS THAT CHALLENGE THE STATUS QUO, | $1,500 |
| SHEPS PLACE SENIOR DOG SANCTUARY | |||||||
| 17012 E TRUMAN ROAD | INDEPENDENCE | MO | 64056 | N/A | PC | TO OPERATE A SANCTUARY FOR HOMELESS SENIOR DOGS IN THE KANSAS CITY AREA. PROVIDE THEM WITH SUPPORT, ATTENTION AND NEW FAMILIES | $1,000 |
| JEWISH FAMILY SERVICES OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 66211 | N/A | PC | JEWISH CHAPLAINCY PROGRAM AND FOOD PANTRY | $6,000 |
| STAGE OF LIFE (SOL) THEATRE COMPANY | |||||||
| 520 S 3RD STREET | CARBONDALE | CA | 81623 | N/A | PC | TO HELP CHILDREN AND YOUNG ADULTS EXPAND THEIR SELF CONCEPT, INSPIRE THEM TO LEAD BY EXAMPLE AND EDUCATE THEM TO BUILD THE SOCIAL AND EMOTIONAL TOOLS IN ORDER TO LIVE MEANINGFUL LIVES | $4,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 5311 WEST 75TH STEET | PRAIRIE VILLAGE | KS | 66208 | N/A | PC | SOCIAL JUSTICE BY IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES AND BY SAFEGUARDING INDIVIDUAL RIGHTS AND FREEDOMS | $1,000 |
| THE SHUL - CHABAD OF LEAWOOD | |||||||
| 6201 INDIAN CREEK DRIVE | OVERLAND PARK | KS | 66207 | N/A | PC | TO REACH OUT TO OTHERS WITH ACTS OF GOODNESS AND KINDNESS. TO HELP THE NEEDY REGARDLESS OF BACKGROUND OR BELIEF. | $1,000 |
| HUMANE COLORADO | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | N/A | PC | TO PROVIDE SHELTER ADOPTION FEES, FOOD, MEDICAL CARE | $3,000 |
| CONGREGATION BETH SHALOM | |||||||
| 14200 LAMAR AVENUE | OVERLAND PARK | KS | 66233 | N/A | PC | RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $9,500 |
| JEWISH COMMUNITY CENTER | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | N/A | PC | TO BUILD A STRONG, VIBRANT, AND INCLUSIVE COMMUNITY THAT ENHANCES WELLNESS, MEANING AND JOY, BASED ON JEWISH VALUES, HERITAGE AND CULTURE. | $3,500 |
| KC SHEPHERD'S CENTER | |||||||
| 9200 WARD PARKWAY SUITE 200 | KANSAS CITY | MO | 64114 | N/A | PC | TO ADVOCATE FOR PUBLIC POLICY AND FUNDING TO SUPPORT THE GROWING POPULATION OF OLDER ADULTS IN KANSAS CITY. TO CELEBRATE THEIR CONTRIBUTIONS AND PROVIDE SUPPORT AND COMPANIONSHIP TO INCREASE SOCIAL ACTIVITY, REDUCE FOOD INSECURITY AND BUILD LASTING RELATIONSHIPS. | $4,000 |
| MENBE'S WAY FOUNDATION | |||||||
| 1444 SANDPIPER SPLIT | RICHMOND | CA | 94801 | N/A | PC | TO SUPPORT THOSE MOST VULNERABLE IN OUR COMMUNITY INCLUDING VICTIMS OF DOMESTIC VIOLENCE, CHILDREN AND INDIVIDUALS WHO ARE HOMELESS. | $3,000 |
| SAFEHOME | |||||||
| P O BOX 4563 | OVERLAND PARK | KS | 66204 | N/A | PC | TO PROVIDE SHELTER, INDIVIDUAL AND GROUP COUNSELING, COURT AND LEGAL SUPPORT AND COMMUNITY PROGRAMS AND ENGAGEMENT DEDICATED TO ENDING INTIMATE PARTNER ABUSE. | $2,000 |
| HADASSAH OF GREATER KANSAS CITY | |||||||
| 3909 WEST 101ST TERRACE | OVERLAND PARK | KS | 66207 | N/A | PC | REGILIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION | $2,000 |
| LOS CENZONTLES CULTURAL ARTS ACADEMY | |||||||
| 13108 SAN PABLO AVENUE | SAN PABLO | CA | 94805 | N/A | PC | PROVIDE A HUB FOR LATINO ARTISTS WHILE WORKING TO AMPLIFY THEIR MEXICAN ROOTS | $3,000 |
| STRIDELABS | |||||||
| 5706 SAN JOSE AVENUE | RICHMOND | CA | 94804 | N/A | PC | TO CLOSE THE DIGITAL DIVIDE BY PROVIDING TOP QUALITY AFFORDABLE SERVICES TO HELP NONPROFITS AND SOCIALLY-RESPONSIBLE BUSINESSESS LEVERAGE TECHNOLOGY EFFECTIVELY, WHILE PROVIDING JOB OPPORTUNITIES FOR PEOPLE WHO ARE UNDER-REPRESENTED IN TECH. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | 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 | $40,380 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,234 | 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. | $5,810 | $5,810 | $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 (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT & T INC SENIOR GLOBAL NOTE 4.25% | $75,034 | $75,173 |
| ANHEUSER-BUSCH INBEV WLDW INC SR GLBL NT DTD 1/23/19 4.75% | $76,006 | $76,557 |
| BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% | $74,935 | $76,452 |
| GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/2024 5.35% | $75,834 | $76,313 |
| VERIZON COMMUNICATIONS INC SR GLBL NT DTD 6/21/2018 4.329% | $74,642 | $75,638 |
| ELEVANCE HEALTH INC GLBL NT DTD 5/30/2024 5.15% | $75,719 | $77,431 |
| FIFTH THIRD BANCORP SR GLBL NT FIXED TO FLOAT DTD 10/27/2022 6.361% | $76,259 | $78,036 |
| SYSCO CORP CR SEN SR GLBL DTD 4/02/2020 5.95% | $77,749 | $79,550 |
| CVS HEALTH CORP SR GLBL NT DTD 06/02/2023 | $76,751 | $76,636 |
| MARRIOTT INTERNATIONAL INC SR GLBL NT DTD 03/27/23 | $76,626 | $76,738 |
| WELLS FARGO & CO FR FIXED TO FLOAT DTD 01/23/2024 | $77,213 | $77,295 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 225 SHS AMAZON.COM | $29,888 | $51,934 |
| 60 SHS COSTCO WHOLESALE CORP | $16,836 | $51,740 |
| 125 SHS DANAHER CORP | $15,639 | $28,615 |
| 80 SHS HOME DEPOT INC | $16,880 | $27,528 |
| 150 SHS J P MORGAN | $17,069 | $48,333 |
| 100 SHS MCDONALDS CORP | $22,068 | $30,563 |
| 125 SHS MICROSOFT CORP | $17,300 | $60,453 |
| 125 SHS PNC FINANCIAL SERVICES GROUP INC | $17,336 | $26,091 |
| 130 SHS PEPSICO | $16,939 | $18,658 |
| 150 SHS PROCTOR & GAMBLE | $17,246 | $21,497 |
| 60 SHS THERMO FISHER SCIENTIFIC INC | $17,530 | $34,767 |
| 100 SHS UNION PACIFIC CORP | $17,353 | $23,132 |
| 700 SHS VERIZON COMMUNICATIONS INC | $35,356 | $28,511 |
| 350 SHS ALPHABET INC | $23,658 | $109,550 |
| 100 SHS AMERIPRISE FINANCIAL INC | $14,657 | $49,034 |
| 275 SHS APPLE INC | $14,175 | $74,761 |
| 90 SHS BERKSHIRE HATHAWAY INC CLASS B | $16,746 | $45,238 |
| 400 SHS BROADCOM INC | $10,256 | $138,440 |
| 450 SHS CISCO SYSTEMS INC | $20,353 | $34,664 |
| 175 SHS DIGITAL REALTY TRUST INC | $24,895 | $27,074 |
| 200 SHS MERCK & CO INC | $15,069 | $21,052 |
| 275 SHS RTX CORP (RAYTHEON TECH CORP) | $18,172 | $50,435 |
| 125 SHS SALESFORCE.COM INC | $19,124 | $33,114 |
| 65 SHS UNITEDHEALTH GROUP INC | $18,787 | $21,457 |
| 125 SHS VISA INC | $23,726 | $43,839 |
| 405 SHS WALMART INC | $16,484 | $45,121 |
| 250 SHS EATON CORP | $19,596 | $79,628 |
| 150 SHS CHUBB LIMITED | $16,649 | $46,818 |
| 100 SHS ECOLAB INC | $15,859 | $26,252 |
| 500 SHS NETFLIX INC | $18,450 | $46,880 |
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 | $103,257 |
| 5228.594 SHS JPMORGAN LARGE CAP GROWTH SELECT | AT COST | $117,851 | $427,699 |
| 820.307 SHS VANGUARD REIT INDEX ADM | AT COST | $98,426 | $102,858 |
| 2003.456 SHS VANGUARD GROWTH INDEX ADM | AT COST | $87,779 | $503,148 |
| 2031.459 SHS AMERICAN FUNDS EUROPACIFIC GR | AT COST | $105,629 | $123,228 |
| 1804.072 SHS CLEARBRIDGE INTL GROWTH FUND CLASS IS | AT COST | $90,456 | $133,754 |
| 1600 SPDR ENERGY SELECT SECTOR SPDR FUND | AT COST | $33,593 | $71,536 |
| 4159.685 SHS NEUBERGER LARGE CAP VALUE | AT COST | $188,226 | $211,603 |
| 989 SHS AVANTIS EMERGING MARKETS EQUITY ETF | AT COST | $58,660 | $76,173 |
| 16092.383 SHS MFS BLENDED RESEARCH MID CAP EQUITY | AT COST | $232,374 | $239,133 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $376 | BOYBookValueAmt |
| EOY Book Value | $392 | EOYBookValueAmt |
| EOYFMV | $392 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE-POSTAGE/OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $86 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENTS FEES-MIDWEST TRUST COMPANY | CategoryTxt |
| Amt | $21,796 | Amt |
| Net Investment Income | $21,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENT INCOME | $1,011 | $1,011 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $1,550 | $0 | $0 |