PODOLSKY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PODOLSKY FAMILY FOUNDATION (EIN 36-3648282)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-05-29
- IRS object ID
- 202541499349100109
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-29T08:23:03-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | % DEBBIE MARCUSSON | InCareOfNm |
| Business Name Control | PODO | BusinessNameControlTxt |
| Phone | 8474445725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 Lake Cook Road Suite 250 | 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 | 2025-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chris Rim | PreparerPersonNm |
| PTIN | P01313903 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2025-05-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,968,513 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,410 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,810 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,178 | CashBOYAmt |
| Cash EOY | $7,959 | CashEOYAmt |
| Cash EOYFMV | $7,959 | CashEOYFMVAmt |
| Other Assets BOY | $3,466,883 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,403,431 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,960,554 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,470,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,411,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,968,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,224,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,165,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,470,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,411,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,470,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,411,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,470,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,415,335 | SubtotalAmt |
| Other Decreases | $3,945 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,411,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PERSHING #5456 | $25,000 | $23,975 | $1,025 | $1,025 |
| PERSHING #5456 | $459,761 | $434,284 | $25,477 | $25,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,149 | SubtotalAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $370 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBBIE MARCUSSON | 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 |
| 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 | $3,828,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,856,151 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,856,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,798,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,149 | TotalTaxAmt |
| Distributable Before Adj | $187,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,120 | 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 | $196,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $55,320 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,177 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,461 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $187,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,354 | RemainingDistriFromCorpusAmt |
| Total Corpus | $103,815 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $55,320 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,079 | ExcessFromYear4Amt |
| Excess From Year3 | $16,885 | ExcessFromYear3Amt |
| Excess From Year1 | $3,177 | ExcessFromYear1Amt |
| Excess From Current Year | $8,354 | 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 (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Jewish Committee | ||||||||||||
| 6760 po box 7247 | philadelphia | PA | 19170 | PC | Charitable Donation | $750 | ||||||
| Alpha Epsilon Pi Foundation | ||||||||||||
| 8815 Wesleyan Road | Indianapolis | IN | 46268 | PC | Charitable Donation | $250 | ||||||
| Artis-Naples | ||||||||||||
| 5833 Pelican Bay Boulevard | Naples | FL | 34108 | PC | Charitable Donation | $2,500 | ||||||
| Brandeis University | ||||||||||||
| 415 South St | Waltham | MA | 02453 | PC | Charitable Donation | $1,000 | ||||||
| Chicago Public Media (WEBEZ) | ||||||||||||
| 848 East Grand Ave | Chicago | IL | 60611 | PC | Charitable Donation | $1,500 | ||||||
| Coast Guard Foundation | ||||||||||||
| 394 Taugwonk Road | Stonington | CT | 06378 | PC | Charitable Donation | $2,000 | ||||||
| Coast Guard Mutual Assistance | ||||||||||||
| 1005 N Glebe Road Suite 220 | Arlington | VA | 22201 | PC | Charitable Donation | $2,000 | ||||||
| Congregation Beth Shalom | ||||||||||||
| 3433 Walters Ave | Northbrook | IL | 60062 | PC | Charitable Donation | $29,530 | ||||||
| Crohns and Colitis Foundation | ||||||||||||
| 733 THIRD AVENUE SUITE 510 | New York | NY | 10017 | PC | Charitable Donation | $500 | ||||||
| Disabled Veterans National Foundation | ||||||||||||
| 4601 Forbes Blvd Ste 130 | Lanham | MD | 20706 | PC | Charitable Donation | $350 | ||||||
| Equal Justice Initiative | ||||||||||||
| 122 Commerce St | Montgomery | AL | 36104 | PC | Charitable Donation | $10,000 | ||||||
| Experience Camps | ||||||||||||
| 136 Main St Suite 206 | Westport | CT | 06880 | PC | Charitable Donation | $250 | ||||||
| Feed My Starving Children | ||||||||||||
| 740 Wiley Farm Ct | Schaumburg | IL | 60173 | PC | Charitable Donation | $1,000 | ||||||
| Friends of the Israel Defenses Forces | ||||||||||||
| Heyworth Building 29 E Madison St | Chicago | IL | 60602 | PC | Charitable Donation | $5,000 | ||||||
| JCFS Residential Supports | ||||||||||||
| 216 W Jackson Blvd 800 | Chicago | IL | 60606 | PC | Charitable Donation | $1,500 | ||||||
| JCFS | ||||||||||||
| 216 W Jackson Blvd 800 | Chicago | IL | 60606 | PC | Charitable Donation | $2,500 | ||||||
| JCYS | ||||||||||||
| 150 N Michigan Avenue Suite 640 | Chicago | IL | 60601 | PC | Charitable Donation | $5,250 | ||||||
| Jewish Federation of Greater Naples | ||||||||||||
| 2500 Vanderbilt Beach Rd 2201 | Naples | FL | 34109 | PC | Charitable Donation | $10,250 | ||||||
| Jewish National Fund | ||||||||||||
| 78 Randall Avenue | Rockville Centre | NY | 11570 | PC | Charitable Donation | $1,000 | ||||||
| Jewish United Fund | ||||||||||||
| 909 W Wilson Ave | Chicago | IL | 60640 | PC | Charitable Donation | $20,000 | ||||||
| Kohl Children's Museum | ||||||||||||
| 2100 Patriot Blvd | Glenview | IL | 60026 | PC | Charitable Donation | $185 | ||||||
| KOTO-FM | ||||||||||||
| 207 N Pine St | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 | ||||||
| League Of Women's Voters Lake Forest | ||||||||||||
| 332 S Michigan Ave 634 | Chicago | IL | 60604 | PC | Charitable Donation | $500 | ||||||
| Leukemia & Lymphoma Society | ||||||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | PC | Charitable Donation | $250 | ||||||
| Lake Forest Open Lands | ||||||||||||
| 350 N Waukegan Rd Lake Forest IL | Lake Forest | IL | 60045 | PC | Charitable Donation | $250 | ||||||
| Lone Cone Library Foundation | ||||||||||||
| 1455 Pinion Street | Norwood | CO | 81423 | PC | Charitable Donation | $500 | ||||||
| Maot Chitim of Greater Chicago | ||||||||||||
| 3710 Commercial Ave 7 | Northbrook | IL | 60062 | PC | Charitable Donation | $300 | ||||||
| Marine Corps Law Enforcement Foundation | ||||||||||||
| 273 Columbus Ave 10 | Tuckahoe | NY | 10707 | PC | Charitable Donation | $5,000 | ||||||
| Museum of Science and Industry | ||||||||||||
| 5700 S DuSable Lake Shore Dr | Chicago | IL | 60637 | PC | Charitable Donation | $250 | ||||||
| Nicholas Sergi Foundation | ||||||||||||
| 2625 Butterfield Rd Suite 213W | Oak Brook | WI | 60523 | PC | Charitable Donation | $518 | ||||||
| Norwood Food Pantry | ||||||||||||
| 150 Chapel Street | Norwood | MA | 02062 | PC | Charitable Donation | $500 | ||||||
| Ouray County Food Pantry | ||||||||||||
| 177 Sherman 104 | Ridgeway | CO | 81427 | PC | Charitable Donation | $500 | ||||||
| Paralyzed Veterans of America | ||||||||||||
| PO Box 758542 | Topeka | KS | 66675 | PC | Charitable Donation | $350 | ||||||
| Placerville Volunteer Fire Department | ||||||||||||
| 3575 Cedar Ave | Placerville | CA | 95667 | PC | Charitable Donation | $1,000 | ||||||
| Ravinia | ||||||||||||
| 201 Ravinia Park Road | Highland Park | IL | 60035 | PC | Charitable Donation | $5,000 | ||||||
| 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 | NY | 10601 | PC | Charitable Donation | $500 | ||||||
| San Miguel Resource Center | ||||||||||||
| 301 S Pine St 102 | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 | ||||||
| Second Chance Humane Society | ||||||||||||
| 177 Co Rd 10 | Reidway | CO | 81432 | PC | Charitable Donation | $1,000 | ||||||
| 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 | $1,000 | ||||||
| Telluride Adaptive Sports | ||||||||||||
| 568 Mountain Village Blvd | Telluride | CO | 81435 | PC | Charitable Donation | $1,500 | ||||||
| Telluride Emergency Medical Technician Association | ||||||||||||
| Po Box 236 | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 | ||||||
| Telluride Historical Museum | ||||||||||||
| 201 W Gregory Ave | Telluride | CO | 81435 | PC | Charitable Donation | $250 | ||||||
| University of Illinois Foundation- UIC Center | ||||||||||||
| 1305 WEST GREEN STREET | Urbana | IL | 61801 | PC | Charitable Donation | $1,500 | ||||||
| Waukegan to College | ||||||||||||
| 410 GRAND AVENUE | Waukegan | IL | 60085 | PC | Charitable Donation | $250 | ||||||
| Waukegan Water Safety Association | ||||||||||||
| 2610 Lake Cook Rd | Riverwoods | IL | 60015 | PC | Charitable Donation | $3,399 | ||||||
| Wilkinson Public Library | ||||||||||||
| 100 W Pacific Ave | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 | ||||||
| American Cancer Society | ||||||||||||
| PO Box 6704 | Hagerstown | MD | 21741 | PC | Charitable Donation | $500 | ||||||
| American Friends of Magen David Adom | ||||||||||||
| 3175 Commercial Ave 101 | Northbrook | IL | 60062 | PC | Charitable Donation | $1,000 | ||||||
| American Jewish Joint Distribution Committee | ||||||||||||
| 220 East 42nd Street Room 400 | New York | NY | 10017 | PC | Charitable Donation | $500 | ||||||
| Evanston Art Center | ||||||||||||
| 1717 Central St | Evanston | IL | 60201 | PC | Charitable Donation | $500 | ||||||
| Feeding America | ||||||||||||
| PO Box 96749 | Washington | DC | 20090 | PC | Charitable Donation | $1,000 | ||||||
| Friends of Chicago Harbor Lighthouse | ||||||||||||
| 122 S Michigan Ave Ste 1390 | Chicago | IL | 60603 | PC | Charitable Donation | $500 | ||||||
| Northern Illinois Food Bank | ||||||||||||
| 273 Dearborn Court | Geneva | IL | 60134 | PC | Charitable Donation | $1,000 | ||||||
| Open Heart Magic | ||||||||||||
| 67 E Madison Street 1504 | Chicago | IL | 60603 | PC | Charitable Donation | $650 | ||||||
| Roycemore School | ||||||||||||
| 1200 Davis Street | Evanston | IL | 60201 | PC | Charitable Donation | $3,250 | ||||||
| St Judes Childrens Research Hospital | ||||||||||||
| 501 St Jude Place | Memphis | TN | 38105 | PC | Charitable Donation | $500 | ||||||
| Telluride Ah Haa School for the Arts | ||||||||||||
| 155 W Pacific Ave | Telluride | CO | 81435 | PC | Charitable Donation | $500 | ||||||
| Telluride Arts | ||||||||||||
| 220 W Colorado Ave | Telluride | CO | 81435 | PC | Charitable Donation | $10,000 | ||||||
| Telluride Food Pantry | ||||||||||||
| 700 W Colorado Ave | Telluride | CO | 81435 | PC | Charitable Donation | $1,000 | ||||||
| The Holocaust Museum & Cohen Educ Center | ||||||||||||
| 975 Imperial Golf Course Blvd | Naples | FL | 34110 | PC | Charitable Donation | $500 | ||||||
| The Safina Center | ||||||||||||
| 80 North Country Road | Setauket | NE | 11733 | PC | Charitable Donation | $1,000 | ||||||
| Theatre Zone | ||||||||||||
| 13275 Livingston Road | Naples | FL | 34109 | PC | Charitable Donation | $500 | ||||||
| United States Holocaust Memorial Museum | ||||||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | PC | Charitable Donation | $500 | ||||||
| United States Olympic & Paralympic Foundation | ||||||||||||
| 27 S Tejon Street | Colorado Springs | CO | 80903 | PC | Charitable Donation | $950 | ||||||
| University of Wisconsin Foundation | ||||||||||||
| 1848 University Ave | Madison | WA | 53726 | PC | Charitable Donation | $1,079 | ||||||
| Veterans of Foreign Wars | ||||||||||||
| 406 W 34th Street | Kansas City | ME | 64111 | PC | Charitable Donation | $250 | ||||||
| American Speech-Language Hearing Foundation | ||||||||||||
| 2200 Research Boulevard | Rockville | MD | 208503289 | PC | Charitable Donation | $250 | ||||||
| Ann & Robert H Lurie Children's Hospital of Chica | ||||||||||||
| 225 E Chicago Avenue | Chicago | IL | 60611 | PC | Charitable Donation | $496 | ||||||
| Baileys Harbor Historical Society | ||||||||||||
| Toft House | Baileys Harbor | WI | 54202 | PC | Charitable Donation | $250 | 8061 Highway 57 | |||||
| Door County Community Foundation Inc | ||||||||||||
| 222 N 3rd Ave | Sturgeon Bay | WI | 54235 | PC | Charitable Donation | $259 | ||||||
| Hektoen Institute | ||||||||||||
| 1339 S Wood St G | Chicago | IL | 60608 | PC | Charitable Donation | $250 | ||||||
| Human Rights Campaign | ||||||||||||
| 1640 Rhode Island Ave NW | Washington | DC | 20036 | PC | Charitable Donation | $700 | ||||||
| Integrative Healers Action Network | ||||||||||||
| 432 Aviation Blvd | Santa Rosa | CA | 95403 | PC | Charitable Donation | $1,000 | ||||||
| Just for Kids Foundation Inc | ||||||||||||
| PO Box 4219 | Telluride | CO | 81435 | PC | Charitable Donation | $208 | ||||||
| Montgomery Hospice | ||||||||||||
| 1355 Piccard Drive | Rockville | MD | 20850 | PC | Charitable Donation | $100 | Suite 100 | |||||
| National Coast Guard Museum Association | ||||||||||||
| 125 Eugene ONeill Dr 300 | New London | CT | 06320 | PC | Charitable Donation | $10,000 | ||||||
| No Kid Hungry | ||||||||||||
| 1030 15th St NW | Washington DC | VA | 20005 | Charitable Donation | $1,000 | |||||||
| North Shore Senior Center | ||||||||||||
| 161 Northfield Road | Northfield | IL | 60093 | PC | Charitable Donation | $120 | ||||||
| Oligo Nation | ||||||||||||
| 19 Morningside Drive | San Anselmo | CA | 94960 | PC | Charitable Donation | $100 | ||||||
| Planting Seeds International | ||||||||||||
| Planting Seeds International | Northbrook | IL | 60062 | PC | Charitable Donation | $500 | ||||||
| Susan G Komen Breast Cancer Foundation | ||||||||||||
| 13770 Noel Road | Dallas | TX | 75380 | PC | Charitable Donation | $250 | Suite 801889 | |||||
| Temple Beth El | ||||||||||||
| 3610 Dundee Road | Northbrook | IL | 60062 | PC | Charitable Donation | $2,500 | ||||||
| United Jewish Appeal of Greater Toronto | ||||||||||||
| 465 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | Charitable Donation | $360 | SUITE 200 | |||||
| Amy Gustafson Seeley Memorial Scholarship | ||||||||||||
| 6446 N 47th Street | Milwaukee | WI | 53223 | PC | Charitable Donation | $5,000 | ||||||
| Friends of Asor USA | ||||||||||||
| 209 Commerce Street | Alexandria | VA | 22314 | PC | Charitable Donation | $1,000 | ||||||
| Shoreland Lutheran High School | ||||||||||||
| 9026 12th Street | Kenosha | WI | 53144 | PC | Charitable Donation | $1,000 | ||||||
| Shoresh Inc | ||||||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | PC | Charitable Donation | $1,000 | ||||||
| Telluride Synchronized Ski Team | ||||||||||||
| PO Box 1681 | Telluride | CO | 81435 | PC | Charitable Donation | $250 | ||||||
| Temple Shalom - Naples | ||||||||||||
| 4630 Pine Ridge Rd | Naples | FL | 34119 | PC | Charitable Donation | $500 | ||||||
| The Institute on Religion & Public Life | ||||||||||||
| 9 East 40th Street | New York | NY | 10016 | PC | Charitable Donation | $5,000 | ||||||
| The PFAP Foundation | ||||||||||||
| 2205 37th St Apt 3E | Astoria | NY | 11105 | PC | Charitable Donation | $466 | ||||||
| The Tikvah Fund | ||||||||||||
| 165 East 56th Street 4th Floor | New York | NY | 10022 | PC | Charitable Donation | $5,000 | ||||||
| United Hatzalah | ||||||||||||
| PC | Charitable Donation | $1,000 | 78 Yirmiyahu Street | POB | Jerusalem | IS | 91361 | |||||
| Wisconsin School of Business | ||||||||||||
| 975 University Ave | Madison | WI | 53706 | PC | Charitable Donation | $500 | ||||||
| WTTW | ||||||||||||
| 5400 N St Louis Avenue | Chicago | IL | 60625 | PC | Charitable Donation | $500 | ||||||
| ActBlue Charities | ||||||||||||
| 1 Boston Place Suite 2603 | Boston | MA | 02108 | PC | Charitable Donation | $2,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,120 | 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 | $60,388 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,724 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,502 | 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 | $154,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,614 | 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 |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES | Desc |
| BOY Book Value | $3,466,883 | BOYBookValueAmt |
| EOY Book Value | $3,403,431 | EOYBookValueAmt |
| EOYFMV | $3,960,554 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $3,534 |
| PENALTIES | $411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ASSET MANAGEMENT FEES | $7,668 |
| CONSULTING/ADVISORY FEES | $2,640 |
| BANK FEES | $75 |
| FILING FEES | $29 |
| OTHER EXPENSES | $398 |
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