PODOLSKY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PODOLSKY FAMILY FOUNDATION (EIN 36-3648282)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-13
IRS object ID
202312869349100621
Schema version
2021v4.2
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)
Return2023-10-13T11:56:38-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

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 Begin2021-12-01TaxPeriodBeginDt

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 RoadAddressLine1Txt
CityRiverwoodsCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDeborah MarcussonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8472055000PhoneNum
Signature2023-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristopher Y RimPreparerPersonNm
PTINP01313903PTIN
Phone8472055000PhoneNum
Preparation2023-10-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,500,370FMVAssetsEOYAmt
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$634InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$634InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$95,040DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,040DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$152,252NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,240,240GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$152,252CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$247,926TotalRevAndExpnssAmt
Total Net Invst Incm$247,926TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$21,986OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,986TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,006ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,006ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$193,992TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$172,006TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,934ExcessRevenueOverExpensesAmt
Net Investment Income$247,926NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,418CashBOYAmt
Cash EOY$12,960CashEOYAmt
Cash EOYFMV$12,960CashEOYFMVAmt
Other Assets BOY$3,662,198OtherAssetsBOYAmt
Other Assets EOY$3,722,587OtherAssetsEOYAmt
Other Assets EOYFMV$3,487,410OtherAssetsEOYFMVAmt
Total Assets BOY$3,679,616TotalAssetsBOYAmt
Total Assets EOY$3,735,547TotalAssetsEOYAmt
Total Assets EOYFMV$3,500,370TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,245,676CapitalStockBOYAmt
Capital Stock EOY$2,245,676CapitalStockEOYAmt
Retained Earning BOY$1,433,940RetainedEarningBOYAmt
Retained Earning EOY$1,487,874RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,679,616TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,733,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,679,616TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,735,550TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,679,616TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,934ExcessRevenueOverExpensesAmt
Subtotal$3,733,550SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,733,550TotNetAstOrFundBalancesEOYAmt

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$393,266$394,979-$1,713-$1,713
PERSHING #5456$717,942$693,009$24,933$24,933
CAPITAL GAIN DIVIDENDS$129,032P
CAPITAL GAIN DIVIDENDS$129,032P
FieldValueIRS element (for citing)
Capital Gain Net Income$152,252CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,446InvestmentIncomeExciseTaxAmt
Subtotal$3,446SubtotalAmt
Tax Based On Investment Income$3,446TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$143EsPenaltyAmt
Tax Due$3,589TaxDueAmt

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
2610 Lake Cook RoadRiverwoodsIL60015President0$0$0$0
Randy Podolsky
2610 Lake Cook RoadRiverwoodsIL60015Vice President0$0$0$0
Deborah A Marcusson
2610 Lake Cook RoadRiverwoodsIL60015Treasurer0$0$0$0
Nancy L Gunning
2610 Lake Cook RoadRiverwoodsIL60015Secretary0$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$3,728,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,194AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,750,663TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,750,663AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,260CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,694,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,720MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,720MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,446TaxBasedOnInvestmentIncomeAmt
Total Tax$3,446TotalTaxAmt
Distributable Before Adj$181,274DistributableBeforeAdjAmt
Distributable Before Ded$181,274DistributableBeforeDedAmt
Distributable As Adjusted$181,274DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,006ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$172,006QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$181,274DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$10,384ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$55,320ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,079ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,885ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$102,668TotalExcessDistributionCyovAmt
Qualifying Distributions$172,006QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$172,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,268ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,268ExcessDistributionCyovAppCYAmt
Total Corpus$93,400TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,116ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$92,284ExcessDistriCyovToNextYrAmt
Excess From Year3$55,320ExcessFromYear3Amt
Excess From Year2$20,079ExcessFromYear2Amt
Excess From Year1$16,885ExcessFromYear1Amt
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 (88 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ada S McKinley Scholarship
1359 w washington blvdchicagoIL60607PCCharitable Donation$250
American Jewish Joint Distribution Committee
6760 po box 7247philadelphiaPA19170PCCharitable Donation$1,600
Artis-Naples
5833 Pelican Bay BoulevardNaplesFL34108PCCharitable Donation$1,600
Bing Nursery School
850 Escondido RoadStanfordCA94305PCCharitable Donation$7,500
Brandeis University
415 South StWalthamMA02453PCCharitable Donation$1,000
Chicago Botanic Garden
1000 Lake Cook RdGlencoeIL60022PCCharitable Donation$189
Chicago Public Media (WEBEZ)
848 East Grand AveChicagoIL60611PCCharitable Donation$500
Coast Guard Foundation
394 Taugwonk RoadStoningtonCT06378PCCharitable Donation$1,750
Coast Guard Mutual Assistance
1005 N Glebe Road Suite 220ArlingtonVA22201PCCharitable Donation$1,750
Congregation Beth Shalom
3433 Walters AveNorthbrookIL60062PCCharitable Donation$27,036
Countryside Montessori School
1985 Pfingsten Rd Northbrook IL 6NorthbrookIL60062PCCharitable Donation$2,000
Crohns and Colitis Foundation
733 THIRD AVENUE SUITE 510New YorkNY10017PCCharitable Donation$500
East Side College Prep
1041 Myrtle StEast Palo AltoCA94303PCCharitable Donation$7,500
Evans Scholars Foundation
2501 Patriot BlvdGlenviewIL60026PCCharitable Donation$500
Experience Camps
136 Main St Suite 206 Westport CTWestportCT06880PCCharitable Donation$350
Feed My Starving Children
740 Wiley Farm Ct Schaumburg IL 6SchaumburgIL60173PCCharitable Donation$1,000
Friends of the Israel Defenses Forces
Heyworth Building 29 E Madison StChicagoIL60602PCCharitable Donation$5,030
Glencoe Junior Kindergarten
999 Green Bay RdGlencoeIL60022PCCharitable Donation$2,500
Greater Chicagoland Food Depository
4100 W Ann Lurie PlChicagoIL60632PCCharitable Donation$1,000
Hadassah Foundation
40 Wall StreetNew YorkNY10005PCCharitable Donation$550
JCFS Residential Supports
216 W Jackson Blvd 800ChicagoIL60606PCCharitable Donation$1,000
JCYS
150 N Michigan Avenue Suite 640ChicagoIL60601PCCharitable Donation$5,000
Jewish Federation of Greater Naples
2500 Vanderbilt Beach Rd 2201 NapNaplesFL34109PCCharitable Donation$9,440
Jewish National Fund
42 East 69th StreetNew YorkNY10021PCCharitable Donation$180
Jewish United Fund
909 W Wilson AveChicagoIL60640PCCharitable Donation$25,000
KOTO-FM
207 N Pine StTellurideCO81435PCCharitable Donation$250
Lake Forest Open Lands
350 N Waukegan Rd Lake Forest ILLake ForestIL60045PCCharitable Donation$500
Lambs Farm
14245 W Rockland RdLibertyvilleIL60048PCCharitable Donation$250
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573PCCharitable Donation$500
Lone Cone Library Foundation
PO Box 127NorwoodCO81423PCCharitable Donation$1,000
Maot Chitim of Greater Chicago
3710 Commercial Ave 7NorthbrookIL60062PCCharitable Donation$500
Museum of Science and Industry
5700 S DuSable Lake Shore DrChicagoIL60637PCCharitable Donation$300
Naples Botanical Garden
4820 Bayshore DriveNaplesFM34112PCCharitable Donation$145
Norwood Food Pantry
150 Chapel StreetNorwoodMA02062PCCharitable Donation$500
Oshman Family Jewish Community Center
3921 Fabian WayPalo AltoCA94303PCCharitable Donation$1,000
Ouray County Food Pantry
177 Sherman 104RidgewayCO81427PCCharitable Donation$500
PayPal Giving Fund (Chicago International Social)
7100 S South Shore DriveChicagoIL60649PCCharitable Donation$2,000
Pat Tillman Foundation
180 N LaSalle St Suite 2910ChicagoIL60601PCCharitable Donation$264
Project Hood Communities
6620 S Martin Luther King DrChicagoIL60637PCCharitable Donation$2,000
Placerville Volunteer Fire Department
3575 Cedar AvePlacervilleCA95667PCCharitable Donation$1,000
Ravinia
West Parking Lot 201 Ravinia Park RHighland ParkIL60035PCCharitable Donation$4,000
Rebuilding Together
1 E Benton St Suite 307AuroraIL60505PCCharitable Donation$2,500
Richard Schoenstadt Foundation
180 E Post Rd 201 White Plains NWhite PlainsNY10601PCCharitable Donation$500
San Miguel Resource Center
301 S Pine St 102TellurideCO81435PCCharitable Donation$500
Second Chance Humane Society
177 Co Rd 10ReidwayCO81432PCCharitable Donation$500
Shedd Aquarium
1200 S DuSable Lake Shore DrChicagoIL60605PCCharitable Donation$250
SIOR Foundation
1201 New York Ave NW Ste 350ChicagoWA20005PCCharitable Donation$1,000
Special Olympics
2600 Virginia Ave NW 11th FloorWashingtonDC20037PCCharitable Donation$160
Telluride Adaptive Sports
568 Mountain Village Blvd TelluridTellurideCO81435PCCharitable Donation$3,500
Telluride Emergency Medical Technician Association
Po Box 236 Telluride CO 81435TellurideCO81435PCCharitable Donation$1,000
Telluride Historical Museum
201 W Gregory AveTellurideCO81435PCCharitable Donation$150
Telluride Mountain Club
PO Box 1201TellurideCO81435PCCharitable Donation$1,000
The Safina Center
80 North Country RoadSetauketNY11733PCCharitable Donation$500
University of Illinois Foundation- UIC Center
1305 WEST GREEN STREETUrbanaIL61801PCCharitable Donation$1,000
Veteran of Foreign Wars
406 W 34th StreetKansas CityMO64111PCCharitable Donation$150
Waukegan Water Safety Association
2610 Lake Cook RdRiverwoodsIL60015PCCharitable Donation$1,294
Wilkinson Public Library
100 W Pacific AveTellurideCO81435PCCharitable Donation$500
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256PCCharitable Donation$150
Alpha Epsilon Pi Foundation
8815 Wesleyan RoadIndianapolisIN46268PCCharitable Donation$180
Alzheimer's Disease Research
322 Eight Avenue 16th FloorNew YorkNY10001PCCharitable Donation$350
American Cancer Society
3380 Chastain Meadows Pkwy NW SuitKennesawGA30144PCCharitable Donation$150
American Diabetes Association
2451 Crystal Drive Suite 900ArlingtonVA22202PCCharitable Donation$500
American Friends of Magen David Adom
PO Box 11597NewarkNJ07101PCCharitable Donation$1,675
American Parkinson Disease Association
PO Box 61420Staten IslandNY10306PCCharitable Donation$150
American Red Cross
430 17th Street NWWashingtonDC20006PCCharitable Donation$263
Baltimore Zionist District
104 Church Lane 130PikesvilleMD21208PCCharitable Donation$250
Boys & Girls Club of America
1275 Peachtree Street NEAtlantaGA30309PCCharitable Donation$150
Disabled Veterans National Foundation
4601 Forbes Blvd Suite 130LanhamMD20706PCCharitable Donation$150
Feeding America
161 North Clark Street Suite 700ChicagoIL60601PCCharitable Donation$1,000
Naples Holocaust Museum & Cohen Education Center
975 Imperial Golf Course BlvdNaplesFL34110PCCharitable Donation$500
Humane Society of the United States
1255 23rd Street NW Suite 450WashingtonDC20037PCCharitable Donation$300
Illinois Holocaust Museum & Education Center
9603 Woods DriveSkokieIL60077PCCharitable Donation$500
Michael Thompson Clemency Project
5458 Okemos RoadEast LansingMI48823PCCharitable Donation$2,000
National Alliance on Mental Illness
4301 Wilson Blvd Suite 300ArlingtonVA22203PCCharitable Donation$150
North Shore Senior Center
161 Northfield RoadNorthfieldIL60093PCCharitable Donation$100
Open Heart Magic
67 E Madison Street 1504ChicagoIL60603PCCharitable Donation$350
Paralyzed Veterans of America
1875 Eye Street NW Suite 1100WashingtonDC20006PCCharitable Donation$100
St Judes Childrens Research Hospital
262 Danny Thomas PlaceMemphisTN38105PCCharitable Donation$200
Stand up to Cancer
PO Box 843721Los AngelesCA90084PFCharitable Donation$100
Stanford University
450 Serra MallStanfordCA94305PCStacy Pepper Memorial Fund Donation$20,000
Start Early (Educare Chicago)
33 West Monroe Street Suite 1200ChicagoIL60603PCCharitable Donation$2,000
Theatre Zone
13275 Livingston RoadNaplesFL34109PCCharitable Donation$250
University of Wisconsin Alumni Association
610 Walnut StreetMadisonWI53726PCCharitable Donation$500
University of Wisconsin Foundation
1848 University AvenueMadisonWI53726PCCharitable Donation$500
University of Wisconsin Hillel
611 Langdon StreetMadisonWI53703PCCharitable Donation$150
United States Olympic & Paralympic Foundation
1 Olympic PlazaColorado SpringsCO80909PFCharitable Donation$250
WTTW
5400 N Saint Louis AvenueChicagoID60625PCCharitable Donation$150
Roycemore School
1200 Davis StreetEvanstonIL60201PCCharitable Donation$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,006TotalGrantOrContriPdDurYrAmt

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$634ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,040ExclusionAmt
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$152,252ExclusionAmt
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$247,926ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$247,926TotalIncomeProducingActyAmt

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$3,662,198BOYBookValueAmt
EOY Book Value$3,722,587EOYBookValueAmt
EOYFMV$3,487,410EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ASSET MANAGEMENT FEES$7,536
BANK FEES$60
FILING FEES$130
ACCOUNTING$2,500
INCOME TAXES$9,100
CONSULTING$2,660

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

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