PODOLSKY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PODOLSKY FAMILY FOUNDATION (EIN 36-3648282)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-14
- IRS object ID
- 202202879349100740
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-14T18:05:13-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363648282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Podolsky Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Randy Podolsky | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PODOLSKY CIRCLE | InCareOfNm |
| Business Name Control | PODO | BusinessNameControlTxt |
| Phone | 8474445725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 Lake Cook Road | AddressLine1Txt |
| City | Riverwoods | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debbie Marcusson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8472055000 | PhoneNum |
| Signature | 2022-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Debbie | PersonFirstNm |
| Person Last | Marcusson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher Y Rim | PreparerPersonNm |
| PTIN | P01313903 | PTIN |
| Phone | 8472055000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,213,291 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $651,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,644,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $651,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $772,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,422 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,739 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $541,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $740,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,423 | CashBOYAmt |
| Cash EOY | $17,418 | CashEOYAmt |
| Cash EOYFMV | $17,418 | CashEOYFMVAmt |
| Other Assets BOY | $3,109,651 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,662,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,195,873 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,146,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,679,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,213,291 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,276 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,245,676 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,245,676 | CapitalStockEOYAmt |
| Retained Earning BOY | $892,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,433,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,137,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,679,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,146,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,679,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,137,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $541,818 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,679,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,679,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| VANGUARD REIT | 2021-02-09 | $133,648 | $100,715 | $32,933 | $32,933 | |
| CAPITAL GAIN DIVIDENDS | $47,769 | $47,769 | $47,769 | |||
| ISHARES TR MSCI | 2021-03-19 | $232,357 | $150,490 | $81,867 | $81,867 | 2020-03-25 |
| DRIEHAUS EMERGING | 2021-03-19 | $106,802 | $62,130 | $44,672 | $44,672 | |
| FIDELITY EMERGING | 2021-03-19 | $38,286 | $30,000 | $8,286 | $8,286 | |
| HARBOR CAPITAL | 2021-03-19 | $247,500 | $106,251 | $141,249 | $141,249 | |
| ISHARES TR RUSSELL | 2021-03-19 | $20,116 | $13,954 | $6,162 | $6,162 | 2019-02-19 |
| MANNING & NAPIER | 2021-03-19 | $611,126 | $386,725 | $224,401 | $224,401 | |
| ADARA SMALLER | 2021-03-19 | $60,000 | $29,141 | $30,859 | $30,859 | 2014-11-18 |
| CAPITAL GAIN DIVIDENDS | $4,279 | $4,279 | $4,279 | |||
| CAPITAL GAIN DIVIDENDS | $7,633 | $7,633 | $7,633 | |||
| CAPITAL GAIN DIVIDENDS | $1,847 | $1,847 | $1,847 | |||
| FIDELITY LARGE CAP | 2021-11-02 | $5,520 | $5,000 | $520 | $520 | 2021-03-19 |
| AQUARIUS INTER | 2021-11-02 | $18,000 | $17,117 | $883 | $883 | 2021-03-19 |
| TIAA-CREF | 2021-11-02 | $6,000 | $4,868 | $1,132 | $1,132 | 2021-02-10 |
| ZEVENBERGEN GROWTH | 2021-11-02 | $45,000 | $40,050 | $4,950 | $4,950 | 2021-03-19 |
| FIDELITY LARGE CAP | 2021-11-02 | $34,479 | $28,601 | $5,878 | $5,878 | 2019-12-18 |
| VANGUARD INTL EQUITY | 2021-11-02 | $24,017 | $16,140 | $7,877 | $7,877 | 2019-02-19 |
| MISCELLANEOUS | 2021-11-30 | $0 | $2,085 | -$2,085 | -$2,085 | 2021-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $651,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,300 | SubtotalAmt |
| Tax Based On Investment Income | $10,300 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,100 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PODOLSKY CIRCLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474445725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W HIGGINS ROAD 280 | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Steven Podolsky | ||||||||
| 1700 W Higgins Road Suite 280 | Des Plaines | IL | 60018 | President | 0 | $0 | $0 | $0 |
| Randy Podolsky | ||||||||
| 1700 W Higgins Road Suite 280 | Des plaines | IL | 60018 | Vice President | 0 | $0 | $0 | $0 |
| Deborah A Marcusson | ||||||||
| 1700 W Higgins Road Suite 280 | Des Plaines | IL | 60018 | Treasurer | 0 | $0 | $0 | $0 |
| Nancy L Gunning | ||||||||
| 1700 W Higgins Road Suite 280 | Des Plaines | IL | 60018 | Secretary | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,240,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,287,394 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,287,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,311 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,223,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,300 | TotalTaxAmt |
| Distributable Before Adj | $200,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $200,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $200,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,739 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $217,739 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,739 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,854 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $35,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $55,320 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,739 | QualifyingDistributionsAmt |
| Applied To Current Year | $200,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,885 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,262 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,384 | ExcessFromYear4Amt |
| Excess From Year2 | $55,320 | ExcessFromYear2Amt |
| Excess From Year1 | $20,079 | ExcessFromYear1Amt |
| Excess From Current Year | $16,885 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ada S McKinley Scholarship | ||||||
| 1359 w washington blvd | chicago | IL | 60607 | PC | Charitable Donation | $249 |
| American Jewish Committee | ||||||
| 6760 po box 7247 | philadelphia | PA | 19170 | PC | Charitable Donation | $500 |
| American Legion Post 365 | ||||||
| 1022 Vandalia St | Collinsville | IL | 62234 | PC | Charitable Donation | $200 |
| Ann & Robert H Lurie Children's Hospital of Chica | ||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | PC | Charitable Donation | $250 |
| Artis-Naples | ||||||
| 5833 Pelican Bay Boulevard | Naples | FL | 34108 | PC | Charitable Donation | $1,600 |
| Bing Nursery School | ||||||
| 850 Escondido Road | Stanford | CA | 94305 | PC | Charitable Donation | $10,000 |
| The Bloc | ||||||
| 1345 N Karlov Ave | Chicago | IL | 60651 | PC | Charitable Donation | $500 |
| Brandeis University | ||||||
| 415 South St | Waltham | MA | 02453 | PC | Charitable Donation | $1,500 |
| Chicago Botanic Garden | ||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | PC | Charitable Donation | $200 |
| Chicago Public Media (WEBEZ) | ||||||
| 848 East Grand Ave | Chicago | IL | 60611 | PC | Charitable Donation | $500 |
| Coast Guard Foundation | ||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | PC | Charitable Donation | $1,000 |
| Coast Guard Mutual Assistance | ||||||
| 1005 N Glebe Road Suite 220 | Arlington | VA | 22201 | PC | Charitable Donation | $1,000 |
| Congregation Beth Shalom | ||||||
| 3433 Walters Ave | Northbrook | IL | 60062 | PC | Charitable Donation | $19,532 |
| Countryside Montessori School | ||||||
| 1985 Pfingsten Rd Northbrook IL 6 | Northbrook | IL | 60062 | PC | Charitable Donation | $2,500 |
| Crohns and Colitis Foundation | ||||||
| 733 THIRD AVENUE SUITE 510 | New York | NY | 10017 | PC | Charitable Donation | $1,053 |
| Cradles to Crayons | ||||||
| 2500 W Bradley Pl | Chicago | IL | 60618 | PC | Charitable Donation | $519 |
| Drug Policy Alliance | ||||||
| 131 West 33rd Street 15th Floor | New York | NY | 10001 | PC | Charitable Donation | $3,000 |
| East Side College Prep | ||||||
| 1041 Myrtle St | East Palo Alto | CA | 94303 | PC | Charitable Donation | $10,000 |
| Educare Chicago | ||||||
| 5044 S Wabash Ave Chicago IL 6061 | Chicago | IL | 60615 | PC | Charitable Donation | $10,000 |
| Equal Justice Initiative | ||||||
| 122 Commerce St Montgomery AL 361 | Montgomery | AL | 36104 | PC | Charitable Donation | $3,000 |
| Experience Camps | ||||||
| 136 Main St Suite 206 Westport CT | Westport | CT | 06880 | PC | Charitable Donation | $500 |
| Feed My Starving Children | ||||||
| 740 Wiley Farm Ct Schaumburg IL 6 | Schaumburg | IL | 60173 | PC | Charitable Donation | $2,050 |
| Friends of the Israel Defenses Forces | ||||||
| Heyworth Building 29 E Madison St | Chicago | IL | 60602 | PC | Charitable Donation | $4,139 |
| Glencoe Junior Kindergarten | ||||||
| 999 Green Bay Rd | Glencoe | IL | 60022 | PC | Charitable Donation | $2,500 |
| Greater Chicagoland Food Depository | ||||||
| 4100 W Ann Lurie Pl | Chicago | IL | 60632 | PC | Charitable Donation | $500 |
| Integrative Healers Action Network | ||||||
| 432 Aviation Blvd | Santa Rosa | CA | 95403 | PC | Charitable Donation | $500 |
| JCFS Residential Supports | ||||||
| 216 W Jackson Blvd 800 | Chicago | IL | 60606 | PC | Charitable Donation | $1,750 |
| JCFS | ||||||
| 216 W Jackson Blvd 800 | Chicago | IL | 60606 | PC | Charitable Donation | $2,000 |
| JCYS | ||||||
| 150 N Michigan Avenue Suite 640 | Chicago | IL | 60601 | PC | Charitable Donation | $500 |
| Jewish Federation of Greater Naples | ||||||
| 2500 Vanderbilt Beach Rd 2201 Nap | Naples | FL | 34109 | PC | Charitable Donation | $15,000 |
| Jewish Federation of Greater Naples | ||||||
| 2500 Vanderbilt Beach Rd 2201 | Naples | FL | 34109 | PC | Charitable Donation | $466 |
| Jewish United Fund (inspiration cafe) | ||||||
| 909 W Wilson Ave | Chicago | IL | 60640 | PC | Charitable Donation | $10,000 |
| Jewish United Fund | ||||||
| Ben Gurion Way 30 S Wells Street | Chicago | IL | 60606 | PC | Charitable Donation | $6,000 |
| Jewish United Fund | ||||||
| Ben Gurion Way 30 S Wells Street | Chicago | IL | 60606 | PC | Charitable Donation | $20,000 |
| KAHAL | ||||||
| 6757 N Richmond St | Chicago | IL | 60645 | PC | Charitable Donation | $1,000 |
| KOTO-FM | ||||||
| 207 N Pine St | Telluride | CO | 81435 | PC | Charitable Donation | $250 |
| LaRabida Children's Hospital | ||||||
| 6501 S Promontory Dr 1003 | Chicago | IL | 60649 | PC | Charitable Donation | $250 |
| Lake County Veterans Memorial | ||||||
| 2601 W Plane Rest Dr Waukegan IL | Waukegan | IL | 60087 | PC | Charitable Donation | $500 |
| Lake Forest Open Lands | ||||||
| 350 N Waukegan Rd Lake Forest IL | Lake Forest | IL | 60045 | PC | Charitable Donation | $500 |
| Lambs Farm | ||||||
| 14245 W Rockland Rd | Libertyville | IL | 60048 | PC | Charitable Donation | $250 |
| Link Unlimited Scholars | ||||||
| 2221 S State St | Chicago | IL | 60616 | PC | Charitable Donation | $1,500 |
| Marine Corps Law Enforcement Foundation | ||||||
| 273 Columbus Ave 10 | Tuckahoe | NY | 10707 | PC | Charitable Donation | $10,000 |
| MAZON a Jewish Response to Hunger | ||||||
| 10850 Wilshire Blvd Suite 400 | Los Angeles | CA | 90024 | PC | Charitable Donation | $180 |
| Museum of Science and Industry | ||||||
| 5700 S DuSable Lake Shore Dr | Chicago | IL | 60637 | PC | Charitable Donation | $300 |
| Nicholas Sergi Foundation | ||||||
| 2625 Butterfield Rdsuite 213W | Oak Brook | WI | 60523 | PC | Charitable Donation | $250 |
| Norwood Food Pantry | ||||||
| 150 Chapel Street | Norwood | MA | 02062 | PC | Charitable Donation | $500 |
| Oshman Family Jewish Community Center | ||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | PC | Charitable Donation | $2,500 |
| Ouray County Food Pantry | ||||||
| 177 Sherman 104 | Ridgeway | CO | 81427 | PC | Charitable Donation | $500 |
| Paypal Gicing Fund (Chicago International Social ) | ||||||
| 7100 S South Shore Drive | Chicago | IL | 60649 | PC | Charitable Donation | $5,000 |
| PEF Israel Endowment Funds Inc (National Yizhak | ||||||
| 630 3rd ave fl 15th | New York | NY | 10017 | PC | Charitable Donation | $30,000 |
| Project Hood Communities | ||||||
| 6620 S Martin Luther King Dr | Chicago | IL | 60637 | PC | Charitable Donation | $5,000 |
| Placerville Volunteer Fire Department | ||||||
| 3575 Cedar Ave | Placerville | CA | 95667 | PC | Charitable Donation | $1,000 |
| Ravinia | ||||||
| West Parking Lot 201 Ravinia Park R | Highland Park | IL | 60035 | PC | Charitable Donation | $4,000 |
| Rebuilding Together | ||||||
| 1 E Benton St Suite 307 | Aurora | IL | 60505 | PC | Charitable Donation | $2,500 |
| Richard Schoenstadt Foundation | ||||||
| 180 E Post Rd 201 White Plains N | White Plains | NY | 10601 | PC | Charitable Donation | $500 |
| San Miguel Resource Center | ||||||
| 301 S Pine St 102 | Telluride | CO | 81435 | PC | Charitable Donation | $250 |
| Save A Pet | ||||||
| 31664 N Fairfield Rd | Grayslake | IL | 60030 | PC | Charitable Donation | $250 |
| Scleroderma Foundation | ||||||
| 125 S Clark St 17th floor Chicago | Chicago | IL | 60603 | PC | Charitable Donation | $250 |
| Second Chance Humane Society | ||||||
| 177 Co Rd 10 | Reidway | CO | 81432 | PC | Charitable Donation | $500 |
| Shedd Aquarium | ||||||
| 1200 S DuSable Lake Shore Dr | Chicago | IL | 60605 | PC | Charitable Donation | $250 |
| SIOR Foundation | ||||||
| 1201 New York Ave NW Ste 350 | Chicago | WA | 20005 | PC | Charitable Donation | $2,000 |
| Social Good Fund(National Expungement Works) | ||||||
| PO Box 5473 | Richmond | CA | 94805 | PC | Charitable Donation | $5,000 |
| Telluride Adaptive Sports | ||||||
| 568 Mountain Village Blvd Tellurid | Telluride | CO | 81435 | PC | Charitable Donation | $2,500 |
| Telluride Emergency Medical Technician Association | ||||||
| Po Box 236 Telluride CO 81435 | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 |
| Telluride Historical Museum | ||||||
| 201 W Gregory Ave | Telluride | CO | 81435 | PC | Charitable Donation | $250 |
| Telluride Lizard Head Hockey Club | ||||||
| PO Box 397 Telluride CO 81435 | Telluride | CO | 81435 | PC | Charitable Donation | $250 |
| The Safina Center | ||||||
| 80 North Country Road | Setauket | NY | 11733 | PC | Charitable Donation | $500 |
| University of Illinois Foundation- UIC Center of L | ||||||
| 1305 WEST GREEN STREET | Urbana | IL | 61801 | PC | Charitable Donation | $1,250 |
| Waukegan to College | ||||||
| 410 GRAND AVENUE WAUKEGAN IL 6008 | Waukegan | IL | 60085 | PC | Charitable Donation | $501 |
| Waukegan Water Safety Association | ||||||
| 2610 Lake Cook Rd | Riverwoods | IL | 60015 | PC | Charitable Donation | $1,000 |
| Wilkinson Public Library | ||||||
| 100 W Pacific Ave | Telluride | CO | 81435 | PC | Charitable Donation | $500 |
| YWCA of Metropolitan Chicago (Streetwise) | ||||||
| StreetWise 2009 S State Street Chi | Chicago | IL | 60616 | PC | Charitable Donation | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,739 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $651,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $740,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $740,979 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Ryan Anne Podolsky | ||||||
| 1 | 1700 W Higgins Road Suite 280 | Des Plaines | IL | 60018 | $25,000 | Yes (X) |
| Natalie Adam Tarantur | ||||||
| 2 | 1700 W Higgins Road Suite 280 | Des Plaines | IL | 60018 | $7,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES | Desc |
| BOY Book Value | $3,109,651 | BOYBookValueAmt |
| EOY Book Value | $3,662,198 | EOYBookValueAmt |
| EOYFMV | $4,195,873 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ASSET MANAGEMENT FEES | $8,432 |
| CONSULTING/ADVISORY FEES | $3,315 |
| BANK FEES | $60 |
| FILING FEES | $115 |
| ACCOUNTING | $1,500 |
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