2026-04-08T11:22:19-05:00 2025-12-31 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2025-01-01 481232337 NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION NORM 9133418500 4801 WEST 110TH STREET 150 OVERLAND PARK KS 66211 RENEE POLSKY SILVER CO-TRUSTEE 9133418500 2026-04-06 1 MARILYN R O'HALLORAN P01463913 9133418500 2026-03-27 2025 2025-03-06 01:10:19Z X 4453346 X X 40380 40380 47368 47368 226486 632858 226486 314234 314234 0 0 0 5810 5810 0 21796 21796 0 2561 1011 0 86 86 0 30253 28703 0 170000 170000 200253 28703 170000 113981 285531 9972 12525 12525 127014 257042 257042 72189 0 0 626554 564096 1345179 758219 836768 845819 1016182 1053664 1992389 376 392 392 2610506 2724487 4453346 0 0 X 0 0 0 0 2610506 2724487 2610506 2724487 2610506 2724487 2610506 113981 0 2724487 0 2724487 65 SHS APPLE INC P 2019-07-22 2025-10-03 16789 3350 13439 13439 350 SHS BROADCOM INC P 2025-10-03 118246 9530 108716 108716 400 SHS DOW INC P 2022-01-31 2025-07-29 10050 23960 -13910 -13910 75000 LOWES CO INC SR NT DTD 9/8/2022 4.4% P 2023-02-02 2025-09-08 75000 75000 0 0 2323.516 SHS T ROWE PRICE MID-CAP GROWTH P 2025-06-11 231260 193902 37358 37358 75000 THE CIGNA GROUP NEW GLBL NT DTD 2/25/2020 4.5% P 2023-02-02 2025-12-31 75000 75012 -12 -12 200 SHS WALT DISNEY CO P 2025-01-13 21597 25618 -4021 -4021 CAPITAL GAINS DIVIDENDS P 84916 84916 84916 226486 3969 0 3969 0 3969 1953 0 0 0 1953 0 2016 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A THE FOUNDATION 9133418500 4801 WEST 110TH STREET 150 OVERLAND PARK KS 66211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A -- ALL CHARITABLE CONTRIBUTIONS WERE CASH CONTRIBUTIONS PAID DIRECTLY TO THE CHARITABLE ORGANIZATION. 0 0 4129352 186102 11266 4326720 0 0 4326720 64901 4261819 213091 213091 3969 3969 209122 0 209122 0 209122 170000 0 170000 209122 147677 0 0 170000 147677 0 0 22323 0 0 0 0 0 0 0 0 186799 0 0 0 RENEE POLSKY SILVER 4989 WEST 131ST PLACE LEAWOOD KS 66209 9133784411 BRIEF LETTER FORMAT STATING GENERAL NATURE, GOALS AND PURPOSE OF REQUESTING ORGANIZATION. SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR THE NEXT CALENDAR YEAR. NO RESTRICTIONS EXCEPT THAT THE ORGANIZATION IS TAX-EXEMPT UNDER IRS 501(C)(3). 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 3000 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 2500 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 2500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A PC HELP SEEK JUSTICE FOR MOST VULNERABLE MEMBERS OF SOCIETY 2000 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 2500 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 10500 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 2000 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. 8000 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. 10000 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. 1000 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. 1500 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 2000 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 4000 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 4000 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 2000 RIDHWAN FOUNDATIONN 2075 EUNICE STREET BERKELEY CA 94709 N/A PC PROVIDE TEACHER TRAINING SUPPORT 3000 CHARITIES AID FOUNDATION OF AMERICA 225 REINKERS LANE SUITE 375 ALEXANDRIA VA 22314 N/A PC PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS 47000 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. 1000 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 3000 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. 3000 BURNS RECOVERED SUPPORT GROUP 4220 DUNCAN AVENUE SUITE 201 ST LOUIS MO 63110 N/A PC MISSOURI CHILDREN'S BURN CAMP 5000 JUDAISM ALIVEJEWISH ROCK RADIO 7 FOXCLIFF COURT BALLWIN MO 63011 N/A PC PUBLIC JEWISH RADIORELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 5000 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, 1500 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 1000 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 6000 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 4000 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 1000 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. 1000 HUMANE COLORADO 2080 S QUEBEC STREET DENVER CO 80231 N/A PC TO PROVIDE SHELTER ADOPTION FEES, FOOD, MEDICAL CARE 3000 CONGREGATION BETH SHALOM 14200 LAMAR AVENUE OVERLAND PARK KS 66233 N/A PC RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 9500 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. 3500 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. 4000 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. 3000 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. 2000 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 2000 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 3000 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. 1000 170000 0 14 40380 14 47368 18 226486 0 314234 0 314234 0 0 0 0 0 0 0 0 0 0 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. 5810 5810 0 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. AT & T INC SENIOR GLOBAL NOTE 4.25% 75034 75173 ANHEUSER-BUSCH INBEV WLDW INC SR GLBL NT DTD 1/23/19 4.75% 76006 76557 BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 74935 76452 GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/2024 5.35% 75834 76313 VERIZON COMMUNICATIONS INC SR GLBL NT DTD 6/21/2018 4.329% 74642 75638 ELEVANCE HEALTH INC GLBL NT DTD 5/30/2024 5.15% 75719 77431 FIFTH THIRD BANCORP SR GLBL NT FIXED TO FLOAT DTD 10/27/2022 6.361% 76259 78036 SYSCO CORP CR SEN SR GLBL DTD 4/02/2020 5.95% 77749 79550 CVS HEALTH CORP SR GLBL NT DTD 06/02/2023 76751 76636 MARRIOTT INTERNATIONAL INC SR GLBL NT DTD 03/27/23 76626 76738 WELLS FARGO & CO FR FIXED TO FLOAT DTD 01/23/2024 77213 77295 225 SHS AMAZON.COM 29888 51934 60 SHS COSTCO WHOLESALE CORP 16836 51740 125 SHS DANAHER CORP 15639 28615 80 SHS HOME DEPOT INC 16880 27528 150 SHS J P MORGAN 17069 48333 100 SHS MCDONALDS CORP 22068 30563 125 SHS MICROSOFT CORP 17300 60453 125 SHS PNC FINANCIAL SERVICES GROUP INC 17336 26091 130 SHS PEPSICO 16939 18658 150 SHS PROCTOR & GAMBLE 17246 21497 60 SHS THERMO FISHER SCIENTIFIC INC 17530 34767 100 SHS UNION PACIFIC CORP 17353 23132 700 SHS VERIZON COMMUNICATIONS INC 35356 28511 350 SHS ALPHABET INC 23658 109550 100 SHS AMERIPRISE FINANCIAL INC 14657 49034 275 SHS APPLE INC 14175 74761 90 SHS BERKSHIRE HATHAWAY INC CLASS B 16746 45238 400 SHS BROADCOM INC 10256 138440 450 SHS CISCO SYSTEMS INC 20353 34664 175 SHS DIGITAL REALTY TRUST INC 24895 27074 200 SHS MERCK & CO INC 15069 21052 275 SHS RTX CORP (RAYTHEON TECH CORP) 18172 50435 125 SHS SALESFORCE.COM INC 19124 33114 65 SHS UNITEDHEALTH GROUP INC 18787 21457 125 SHS VISA INC 23726 43839 405 SHS WALMART INC 16484 45121 250 SHS EATON CORP 19596 79628 150 SHS CHUBB LIMITED 16649 46818 100 SHS ECOLAB INC 15859 26252 500 SHS NETFLIX INC 18450 46880 1975.087 SHS DFA US SMALL CAP AT COST 40670 103257 5228.594 SHS JPMORGAN LARGE CAP GROWTH SELECT AT COST 117851 427699 820.307 SHS VANGUARD REIT INDEX ADM AT COST 98426 102858 2003.456 SHS VANGUARD GROWTH INDEX ADM AT COST 87779 503148 2031.459 SHS AMERICAN FUNDS EUROPACIFIC GR AT COST 105629 123228 1804.072 SHS CLEARBRIDGE INTL GROWTH FUND CLASS IS AT COST 90456 133754 1600 SPDR ENERGY SELECT SECTOR SPDR FUND AT COST 33593 71536 4159.685 SHS NEUBERGER LARGE CAP VALUE AT COST 188226 211603 989 SHS AVANTIS EMERGING MARKETS EQUITY ETF AT COST 58660 76173 16092.383 SHS MFS BLENDED RESEARCH MID CAP EQUITY AT COST 232374 239133 ACCRUED DIVIDEND RECEIVABLE 376 392 392 MISCELLANEOUS EXPENSE-POSTAGE/OFFICE SUPPLIES 86 86 0 INVESTMENTS FEES-MIDWEST TRUST COMPANY 21796 21796 0 FOREIGN TAXES ON INVESTMENT INCOME 1011 1011 0 FEDERAL EXCISE TAX ON INVESTMENT INCOME 1550 0 0