PODOLSKY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PODOLSKY FAMILY FOUNDATION (EIN 36-3648282)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-05-30
IRS object ID
202411519349101106
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-30T13:28:22-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363648282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Podolsky Family FoundationBusinessNameLine1Txt
Business Name Line2C/O Randy PodolskyBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DEBBIE MARCUSSONInCareOfNm
Business Name ControlPODOBusinessNameControlTxt
Phone8474445725PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 Lake Cook Road Suite 250AddressLine1Txt
CityRiverwoodsCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDebbie MarcussonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8472055000PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDebbiePersonFirstNm
Person LastMarcussonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris RimPreparerPersonNm
PTINP01313903PTIN
Phone8472055000PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,603,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46,601InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46,601InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$195,542NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,125,532GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$68,573TotalRevAndExpnssAmt
Total Net Invst Incm$126,969TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,589TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,327OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$16,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$194,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$178,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$263,489ExcessRevenueOverExpensesAmt
Net Investment Income$126,969NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,960CashBOYAmt
Cash EOY$3,178CashEOYAmt
Cash EOYFMV$3,178CashEOYFMVAmt
Other Assets BOY$3,722,587OtherAssetsBOYAmt
Other Assets EOY$3,466,883OtherAssetsEOYAmt
Other Assets EOYFMV$3,600,584OtherAssetsEOYFMVAmt
Total Assets BOY$3,735,547TotalAssetsBOYAmt
Total Assets EOY$3,470,061TotalAssetsEOYAmt
Total Assets EOYFMV$3,603,762TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,245,676CapitalStockBOYAmt
Capital Stock EOY$2,245,676CapitalStockEOYAmt
Retained Earning BOY$1,487,874RetainedEarningBOYAmt
Retained Earning EOY$1,224,385RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,733,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,470,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,735,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,470,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,733,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$263,489ExcessRevenueOverExpensesAmt
Subtotal$3,470,061SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,470,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PERSHING #5456$1,970,798$1,970,798
PERSHING #5456$1,151,635$1,350,276-$198,641-$198,641
CAPITAL GAIN DIVIDENDS$3,099P
CAPITAL GAIN DIVIDENDS$3,099P
FieldValueIRS element (for citing)
Capital Gain Net Income-$195,542CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,765InvestmentIncomeExciseTaxAmt
Subtotal$1,765SubtotalAmt
Tax Based On Investment Income$1,765TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$97EsPenaltyAmt
Tax Due$1,862TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DEBBIE MARCUSSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474445725PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 W HIGGINS ROAD 280AddressLine1Txt
CityDes PlainesCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Steven Podolsky
1700 W Higgins Road Suite 280Des PlainesIL60018President0$0$0$0
Randy Podolsky
1700 W Higgins Road Suite 280Des plainesIL60018Vice President0$0$0$0
Deborah A Marcusson
1700 W Higgins Road Suite 280Des PlainesIL60018Treasurer0$0$0$0
Nancy L Gunning
1700 W Higgins Road Suite 280Des PlainesIL60018Secretary0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,569,060AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,475AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,585,535TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,585,535AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,783CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,531,752NetVlNoncharitableAssetsAmt
Minimum Investment Return$176,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$176,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,765TaxBasedOnInvestmentIncomeAmt
Total Tax$1,765TotalTaxAmt
Distributable Before Adj$174,823DistributableBeforeAdjAmt
Distributable Before Ded$174,823DistributableBeforeDedAmt
Distributable As Adjusted$174,823DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$178,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$178,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,823DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr4$55,320ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,079ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,885ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$92,284TotalExcessDistributionCyovAmt
Qualifying Distributions$178,000QualifyingDistributionsAmt
Applied To Current Year$174,823AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,177RemainingDistriFromCorpusAmt
Total Corpus$95,461TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$95,461ExcessDistriCyovToNextYrAmt
Excess From Year4$55,320ExcessFromYear4Amt
Excess From Year3$20,079ExcessFromYear3Amt
Excess From Year2$16,885ExcessFromYear2Amt
Excess From Current Year$3,177ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
American Jewish Committee
6760 po box 7247philadelphiaPA19170PCCharitable Donation$500
Alpha Epsilon Pi Foundation
8815 Wesleyan RoadIndianapolisIN46268PCCharitable Donation$250
Artis-Naples
5833 Pelican Bay BoulevardNaplesFL34108PCCharitable Donation$1,600
ACLU Foundation
125 Broad Street 18th FloorNew YorkNY10004PCCharitable Donation$1,000
Alzheimers Foundation
322 8th AveNew YorkNY10001PCCharitable Donation$500
Brandeis University
415 South StWalthamMA02453PCCharitable Donation$1,800
Balaker Media Foundation
5256 S Mission Road Ste 703BonsallCA92003PCCharitable Donation$5,000
Chicago Public Media (WEBEZ)
848 East Grand AveChicagoIL60611PCCharitable Donation$500
Coast Guard Foundation
394 Taugwonk RoadStoningtonCT06378PCCharitable Donation$2,000
Coast Guard Mutual Assistance
1005 N Glebe Road Suite 220ArlingtonVA22201PCCharitable Donation$2,000
Congregation Beth Shalom
3433 Walters AveNorthbrookIL60062PCCharitable Donation$22,500
Countryside Montessori School
1985 Pfingsten RdNorthbrookIL60062PCCharitable Donation$2,000
Crohns and Colitis Foundation
733 THIRD AVENUE SUITE 510New YorkNY10017PCCharitable Donation$500
Cradles to Crayons
2500 W Bradley PlChicagoIL60618PCCharitable Donation$500
Delta Phi Epsilon
251 S Camac StreetPhiladelphiaPA19107PCCharitable Donation$150
Disabled Veterans National Foundation
4601 Forbes Blvd Ste 130LanhamMD20706PCCharitable Donation$250
Educare Chicago
5044 S Wabash AveChicagoIL60615PCCharitable Donation$2,500
Equal Justice Initiative
122 Commerce StMontgomeryAL36104PCCharitable Donation$10,000
Experience Camps
136 Main St Suite 206WestportCT06880PCCharitable Donation$250
Feed My Starving Children
740 Wiley Farm CtSchaumburgIL60173PCCharitable Donation$1,000
Friends of the Israel Defenses Forces
Heyworth Building 29 E Madison StChicagoIL60602PCCharitable Donation$4,740
Glencoe Junior Kindergarten
999 Green Bay RdGlencoeIL60022PCCharitable Donation$2,500
Greater Chicagoland Food Depository
4100 W Ann Lurie PlChicagoIL60632PCCharitable Donation$1,000
Integrative Healers Action Network
432 Aviation BlvdSanta RosaCA95403PCCharitable Donation$500
JCFS Residential Supports
216 W Jackson Blvd 800ChicagoIL60606PCCharitable Donation$1,500
JCFS
216 W Jackson Blvd 800ChicagoIL60606PCCharitable Donation$2,500
JCYS
150 N Michigan Avenue Suite 640ChicagoIL60601PCCharitable Donation$4,500
Jewish Federation of Greater Naples
2500 Vanderbilt Beach Rd 2201NaplesFL34109PCCharitable Donation$2,000
Jewish National Fund
78 Randall AvenueRockville CentreNY11570PCCharitable Donation$1,790
Jewish United Fund
909 W Wilson AveChicagoIL60640PCCharitable Donation$25,000
Kohl Children's Museum
2100 Patriot BlvdGlenviewIL60026PCCharitable Donation$190
KOTO-FM
207 N Pine StTellurideCO81435PCCharitable Donation$1,500
League Of Women's Voters Lake Forest
332 S Michigan Ave 634ChicagoIL60604PCCharitable Donation$500
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573PCCharitable Donation$250
Lake Forest Open Lands
350 N Waukegan Rd Lake Forest ILLake ForestIL60045PCCharitable Donation$250
Lone Cone Library Foundation
1455 Pinion StreetNorwoodCO81423PCCharitable Donation$500
Maot Chitim of Greater Chicago
3710 Commercial Ave 7NorthbrookIL60062PCCharitable Donation$300
Marine Corps Law Enforcement Foundation
273 Columbus Ave 10TuckahoeNY10707PCCharitable Donation$5,000
Morgan Adams Foundation
5303 E Evans Ave Suite 200DenverCO80222PCCharitable Donation$500
Museum of Science and Industry
5700 S DuSable Lake Shore DrChicagoIL60637PCCharitable Donation$250
Nicholas Sergi Foundation
2625 Butterfield Rd Suite 213WOak BrookWI60523PCCharitable Donation$250
Norwood Food Pantry
150 Chapel StreetNorwoodMA02062PCCharitable Donation$500
NPR Network
1111 North Capitol Street NEWashingtonDC20002PCCharitable Donation$500
Ouray County Food Pantry
177 Sherman 104RidgewayCO81427PCCharitable Donation$500
Paralyzed Veterans of America
PO Box 758542TopekaKS66675PCCharitable Donation$250
Parkinson's Foundation
1359 Broadway Street Ste 800New YorkNY10018PCCharitable Donation$1,000
Pat Tillman Foundation
180 N LaSalle Street Ste 2910ChicagoIL60601PCCharitable Donation$250
Placerville Volunteer Fire Department
3575 Cedar AvePlacervilleCA95667PCCharitable Donation$1,000
Ravinia
201 Ravinia Park RoadHighland ParkIL60035PCCharitable Donation$4,000
Rebuilding Together
1 E Benton St Suite 307AuroraIL60505PCCharitable Donation$2,500
Richard Schoenstadt Foundation
180 E Post Rd 201White PlainsNY10601PCCharitable Donation$500
San Miguel Resource Center
301 S Pine St 102TellurideCO81435PCCharitable Donation$1,000
Sierra Leone Rising
1049 Havenhurst Drive 112West HollywoodCA90046PCCharitable Donation$1,000
Special Olympics
3712 Benson Drive Suite 102RaleighNC27609PCCharitable Donation$500
Second Chance Humane Society
177 Co Rd 10ReidwayCO81432PCCharitable Donation$1,000
Shedd Aquarium
1200 S DuSable Lake Shore DrChicagoIL60605PCCharitable Donation$250
SIOR Foundation
1201 New York Ave NW Ste 350ChicagoWA20005PCCharitable Donation$1,000
St Baldrick's Foundation
1333 South Mayflower Avenue SuiteMonroviaCA91016PCCharitable Donation$150
Telluride Adaptive Sports
568 Mountain Village BlvdTellurideCO81435PCCharitable Donation$1,500
Telluride Emergency Medical Technician Association
Po Box 236TellurideCO81435PCCharitable Donation$1,000
Telluride Historical Museum
201 W Gregory AveTellurideCO81435PCCharitable Donation$250
Telluride Mountain Club
PO Box 1201TellurideCO81435PCCharitable Donation$100
The Chesed Fund
600 Reisterstown RdBaltimoreMD21208PCCharitable Donation$500
University of Illinois Foundation- UIC Center
1305 WEST GREEN STREETUrbanaIL61801PCCharitable Donation$1,250
Waukegan to College
410 GRAND AVENUEWaukeganIL60085PCCharitable Donation$250
Waukegan Water Safety Association
2610 Lake Cook RdRiverwoodsIL60015PCCharitable Donation$2,000
Wilkinson Public Library
100 W Pacific AveTellurideCO81435PCCharitable Donation$500
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256PCCharitable Donation$250
American Cancer Society
PO Box 6704HagerstownMD21741PCCharitable Donation$500
American Diabetes Association
2451 Crystal Drive Suite 900ArlingtonVA22202PCCharitable Donation$550
American Friends of Magen David Adom
3175 Commercial Ave 101NorthbrookIL60062PCCharitable Donation$2,250
American Jewish Joint Distribution Committee
220 East 42nd Street Room 400New YorkNY10017PCCharitable Donation$2,700
ELEMYouth In Distress in Israel
121 West 36th Street Suite 329New YorkNY10018PCCharitable Donation$250
Evanston Art Center
1717 Central StEvanstonIL60201PCCharitable Donation$500
Feeding America
PO Box 96749WashingtonDC20090PCCharitable Donation$1,000
Firehouse Community Art Center
2111 S Hamlin AveChicagoIL60623PCCharitable Donation$500
Friends of Chicago Harbor Lighthouse
122 S Michigan Ave Ste 1390ChicagoIL60603PCCharitable Donation$500
Friends of United Hatzalah
PCCharitable Donation$2,72078 Yirmiyahu StreetJerusalemIS91361
Hadassah
40 Wall StreetNew YorkNY10005PCCharitable Donation$500
Inspiration Corporation
4554 N Broadway 207ChicagoIL60640PCCharitable Donation$250
JCC Chicago
300 Revere DriveNorthbrookIL60062PCCharitable Donation$1,000
Museum of Contemporary Art
220 E Chicago AveChicagoIL60611PCCharitable Donation$250
Northern Illinois Food Bank
273 Dearborn CourtGenevaIL60134PCCharitable Donation$1,000
Open Heart Magic
67 E Madison Street 1504ChicagoIL60603PCCharitable Donation$250
RIP Medical Debt
PO Box 411675BostonME02241PCCharitable Donation$1,210
Roycemore School
1200 Davis StreetEvanstonIL60201PCCharitable Donation$10,000
St Judes Childrens Research Hospital
501 St Jude PlaceMemphisTN38105PCCharitable Donation$500
Telluride Ah Haa School for the Arts
155 W Pacific AveTellurideCO81435PCCharitable Donation$500
Telluride Arts
220 W Colorado AveTellurideCO81435PCCharitable Donation$10,000
Telluride Food Pantry
700 W Colorado AveTellurideCO81435PCCharitable Donation$1,000
The Holocaust Museum & Cohen Educ Center
975 Imperial Golf Course BlvdNaplesFL34110PCCharitable Donation$1,000
The Safina Center
80 North Country RoadSetauketNE11733PCCharitable Donation$1,000
Theatre Zone
13275 Livingston RoadNaplesFL34109PCCharitable Donation$500
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024PCCharitable Donation$500
United States Olympic & Paralympic Foundation
27 S Tejon StreetColorado SpringsCO80903PCCharitable Donation$500
United Way
701 N Fairfax StreetAlexandriaVI22314PCCharitable Donation$1,000
University of Wisconsin Foundation
1848 University AveMadisonWA53726PCCharitable Donation$1,500
Veterans of Foreign Wars
406 W 34th StreetKansas CityME64111PCCharitable Donation$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,601ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,368ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$195,542ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$68,573ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$68,573TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMARKETABLE SECURITIESDesc
BOY Book Value$3,722,587BOYBookValueAmt
EOY Book Value$3,466,883EOYBookValueAmt
EOYFMV$3,600,584EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ASSET MANAGEMENT FEES$7,092
CONSULTING/ADVISORY FEES$3,500
BANK FEES$85
FILING FEES$25
ACCOUNTING$2,625

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD LIABILITYDesc
BOY Book Value$2,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

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