PODOLSKY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PODOLSKY FAMILY FOUNDATION (EIN 36-3648282)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-08-24
- IRS object ID
- 202132369349100823
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-24T14:48:54-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464612384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK COSTELLO CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST ILLINOIS STREET 450 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | 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) |
|---|---|---|
| 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 | 8474445725 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES NOVAK | PreparerPersonNm |
| PTIN | P01283183 | PTIN |
| Phone | 3122221400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,914,420 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $307 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $307 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,947 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,503 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,503 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,320 | CashBOYAmt |
| Cash EOY | $36,423 | CashEOYAmt |
| Cash EOYFMV | $36,423 | CashEOYFMVAmt |
| Other Assets BOY | $3,209,069 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,109,651 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,877,997 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,237,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,146,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,914,420 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,276 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,276 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,245,676 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,245,676 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $991,713 | RetainedEarningBOYAmt |
| Retained Earning EOY | $892,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,237,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,137,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,237,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,146,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,237,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,140,308 | SubtotalAmt |
| Other Decreases | $2,510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,137,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| OAKMARK | 2019-02-20 | 2019-12-17 | $43,193 | $40,000 | $3,193 | $3,193 | |
| OAKMARK | 2016-05-18 | 2019-12-17 | $17,084 | $15,000 | $2,084 | $2,084 | |
| OAKMARK | 2016-03-21 | 2019-12-17 | $17,327 | $15,000 | $2,327 | $2,327 | |
| OAKMARK | 2016-01-22 | 2019-12-17 | $18,391 | $15,000 | $3,391 | $3,391 | |
| OAKMARK | 2013-02-28 | 2019-12-17 | $109,339 | $82,584 | $26,755 | $26,755 | |
| PRINCIPAL DIVERSIFIED | 2019-08-15 | 2020-03-17 | $88,000 | $106,816 | -$18,816 | -$18,816 | |
| PRINCIPAL DIVERSIFIED | 2019-08-15 | 2020-03-20 | $15,239 | $19,685 | -$4,446 | -$4,446 | |
| DOUBLELINE CORE | 2015-10-14 | 2020-03-24 | $150,514 | $159,565 | -$9,051 | -$9,051 | |
| BOSTON PARTNERS | 2018-12-21 | 2020-03-17 | $112,000 | $125,916 | -$13,916 | -$13,916 | |
| BOSTON PARTNERS | 2018-12-21 | 2020-03-19 | $27,236 | $32,278 | -$5,042 | -$5,042 | |
| VANGUARD GLOBAL | 2016-05-18 | 2020-08-31 | $18,440 | $19,796 | -$1,356 | -$1,356 | |
| VANGUARD GLOBAL | 2012-10-16 | 2020-08-31 | $47,285 | $50,097 | -$2,812 | -$2,812 | |
| VANGUARD GLOBAL | 2016-01-22 | 2020-08-31 | $25,406 | $24,000 | $1,406 | $1,406 | |
| MISCELLANEOUS | 2020-01-01 | 2020-11-30 | $1,172 | -$1,172 | -$1,172 | ||
| CAPITAL GAINS DIVIDENDS | $32,916 | $32,916 | $32,916 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,537,740 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $174,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,580,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $191,652 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,664,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,857,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,403,074 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049946 | DistributionYr5Rt |
| Total Distribution | 0.264662 | TotalDistributionRt |
| Average Distribution | 0.052932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,550,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,503 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,720 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $520 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PODOLSKY CIRCLE | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 RAOD SUITE 280 | DES PLAINES | IL | 60018 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RANDY PODOLSKY | ||||||||
| 1700 W HIGGINS RAOD SUITE 280 | DES PLAINES | IL | 60018 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| DEBORAH A MARCUSSON | ||||||||
| 1700 W HIGGINS RAOD SUITE 280 | DES PLAINES | IL | 60018 | TREASURER | 0.00 | $0 | $0 | $0 |
| NANCY L GUNNING | ||||||||
| 1700 W HIGGINS RAOD SUITE 280 | DES PLAINES | IL | 60018 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,570,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,604,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,604,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,550,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,077 | TotalTaxAmt |
| Distributable Before Adj | $176,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,426 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,594 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,384 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $55,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,051 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,594 | ExcessFromYear4Amt |
| Excess From Year3 | $10,384 | ExcessFromYear3Amt |
| Excess From Year1 | $55,320 | ExcessFromYear1Amt |
| Excess From Current Year | $20,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN PODOLSKY | ContributingManagerNm |
| Contributing Manager | RANDY PODOLSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADA S MCKINLEY TRUNK SCHOLARSHIP | |||||||
| 1359 W WASHINGTON ST | CHICAGO | IL | 60607 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| ALPHA EPLISON PI FOUNDATION | |||||||
| 8815 WESELEYAN RD | INDIANAPOLIS | IN | 46268 | PUBLIC CHARITY | CHARITABLE WORKS | $258 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PUBLIC CHARITY | CHARITABLE WORKS | $150 | |
| AMERICAN DIABETES ASOC | |||||||
| 2451 CRYSTAL DRIVE STE 900 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36ST ST STE 1100 | NEW YORK | NY | 10018 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| AMERICAN PARKINSON DISEASE ASSOC | |||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| BING NURSURY SCHOOL | |||||||
| 850 ESCONDIDO RD | STANFORD | CA | 94305 | PUBLIC CHARITY | CHARITABLE WORKS | $10,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| BRANDEIS UNIVERSITY HILLEL | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | PUBLIC CHARITY | CHARITABLE WORKS | $2,000 | |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAEKCOOK RD | GLENCOE | IL | 60022 | PUBLIC CHARITY | CHARITABLE WORKS | $200 | |
| CHICAGO PUBLIC MEDIA | |||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONKL RD | STONINGTON | CT | 06378 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| COAST GUARD MUTUAL ASSITANCE | |||||||
| 1005 N GLEBE RD STE 220 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | CHARITABLE WORKS | $5,000 | |
| CONGREGATION BETH SHALOM | |||||||
| 3433 WALTERS AVE | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | CHARITABLE WORKS | $19,818 | |
| COUNTRY MONTESORRI SCHOOLS | |||||||
| 1985 PFINGSTEN RD | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| CHRONS AND COLITIS FOUNDATION | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| DISABLES VETERANS NATIONAL FOUNDATION | |||||||
| PO BOX 96648 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | CHARITABLE WORKS | $150 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTL STREET | PALO ALTO | CA | 94303 | PUBLIC CHARITY | CHARITABLE WORKS | $10,000 | |
| EXPERIENCE CAMPS | |||||||
| 136 MAIN ST STE 206 | WESTPROT | CT | 06880 | PUBLIC CHARITY | CHARITABLE WORKS | $526 | |
| EVANSTON ART CENTER | |||||||
| 1717 CENTRAL ST | EVANSTON | IL | 60201 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| FRIENDS OF THE ISRAELI DEFENSE FORCE | |||||||
| 29 E MADISON ST STE 1010 | CHICAGO | IL | 60602 | PUBLIC CHARITY | CHARITABLE WORKS | $4,808 | |
| FRIENDS OF THE WILKINSON PUBLIC LIBRARY | |||||||
| PO BOX 2189 | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| GLENCOE JUNIOR KINDERGARTEN | |||||||
| 999 GREEN BAY RD | GLENCOE | IL | 60022 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| HUMANE SOCIETY OF TH EUNITED STATES | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| HOLOCAUST MUSEUM AND EDUCATION CENTER NAPLES | |||||||
| 975 IMPERIAL GOLF COURSE BLVD STE | NAPLES | FL | 34110 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | 108 |
| I GROW CHICAGO | |||||||
| 818 E 63RD ST STE 818 | CHICAGO | IL | 60637 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| JEWISH CHILD AND FAMILY SERVICES | |||||||
| 216 W JACKSON BLVD STE 700 | CHICAGO | IL | 60606 | PUBLIC CHARITY | CHARITABLE WORKS | $1,500 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | |||||||
| 150 N MICHIGAN AVE STE 640 | CHICAGO | IL | 60601 | PUBLIC CHARITY | CHARITABLE WORKS | $12,500 | |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 2500 VANDERBILT BEACH RD STE 2201 | NAPLES | FL | 34109 | PUBLIC CHARITY | CHARITABLE WORKS | $282 | |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | PUBLIC CHARITY | CHARITABLE WORKS | $126 | |
| JEWISH UNITED FUND | |||||||
| 30 S WELLS ST STE 3159 | CHICAGO | IL | 60606 | PUBLIC CHARITY | CHARITABLE WORKS | $46,000 | |
| KAHAL | |||||||
| 4700 N RAVENSWOOD | CHICAGO | IL | 60640 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| KPHLS CHILDRENS MUSEUM OF CHICAGO | |||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | PUBLIC CHARITY | CHARITABLE WORKS | $130 | |
| KOTO FM SAN MIGUEL EDUCATION FUND | |||||||
| 207 N PINE ST | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| LAKE COUNTY VETERNAS MEMORIAL | |||||||
| 2601 PLANE REST DR | WAUKEGAN | IL | 60087 | PUBLIC CHARITY | CHARITABLE WORKS | $2,000 | |
| LAKE FOREST OPEN LANDS | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| LAMBS FARM | |||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | PUBLIC CHARITY | CHARITABLE WORKS | $2,000 | |
| LINK UNLIMITED SCHOLARS | |||||||
| 2221 S STATE ST | CHICAGO | IL | 60616 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| LONE CONE LIBRARY FOUNDATION | |||||||
| PO BOX 127 | NORWOOD | CO | 81423 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| LUMINARTS CULTURAL FOUNDATION | |||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| MAOT CHITM OF GREATER CHICAGO | |||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | CHARITABLE WORKS | $180 | |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINES | NY | 10605 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| THE MARINE CORPS LAW ENFORCEMENT FOUNDATION | |||||||
| 273 COLUMBUS AVE STE 10 | TUCKAHOE | NY | 10707 | PUBLIC CHARITY | CHARITABLE WORKS | $10,000 | |
| MUSEUM OF CONTEMPORATY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PUBLIC CHARITY | CHARITABLE WORKS | $150 | |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 57TH STEET AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | PUBLIC CHARITY | CHARITABLE WORKS | $200 | |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORTHFIELD | IL | 60093 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| ECUMENICAL COMMUNITY FOOD PANTRY OF NORWOOD | |||||||
| 150 CHAPEL ST | NORWOOD | MA | 02062 | PUBLIC CHARITY | CHARITABLE WORKS | $1,375 | |
| OSHMAN FAMILY JEWISH COMMUNITY CENTERE | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| OORAY COUNTY FOOD PANTRY | |||||||
| PO BOX 903 | RIDGWAY | CO | 81432 | PUBLIC CHARITY | CHARITABLE WORKS | $1,375 | |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTENN ST NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| PAT TILLMAN FOUNDATION | |||||||
| 222 W MERCHANDISE MART PLAZA ST | CHICAGO | IL | 60654 | PUBLIC CHARITY | CHARITABLE WORKS | $200 | 1212 |
| PINHEAD INSTITUTE | |||||||
| PO BOX 2905 | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| PLACERVILLE VOLUNTEER FIRE DEPT | |||||||
| PO BOX 54 | PLACERVILLE | CO | 81430 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| PLANTING SEEDS INTERNATIONAL | |||||||
| 2680 WELLER LN | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| RAVINIA | |||||||
| 200 RAVINIA PARK RD | HIGHLAND PARK | IL | 60035 | PUBLIC CHARITY | CHARITABLE WORKS | $4,000 | |
| REBUILDING TOGETHER | |||||||
| PO BOX 626 | GLENVIEW | IL | 60025 | PUBLIC CHARITY | CHARITABLE WORKS | $2,500 | |
| RICHARD SCHOENSTADT FOUNDATION | |||||||
| 180 E POST RD 201 | WHITE PLAINES | NY | 10601 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 425 N HONORE ST STE 209 | CHICAGO | IL | 60613 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| ROYCEMOOR SCHOOL | |||||||
| 1200 DAVIS ST | EVANSTON | IL | 60201 | PUBLIC CHARITY | CHARITABLE WORKS | $5,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| SECOND CHANCE HUMANE SOCIETY | |||||||
| PO BOX 2096 | RIDGWAY | CO | 81432 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| SPECIAL OLYMPICS ILLINOIS | |||||||
| 605 EAST WILLOW ST | NORMAL | IL | 61761 | PUBLIC CHARITY | CHARITABLE WORKS | $125 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| TELLURIDE ADAPTIVE SPORTS PROGRAM | |||||||
| PO BOX 2254 | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $3,000 | |
| TEMTA | |||||||
| PO BOX 236 | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| TELLURIDE HISTORICAL MUSEUM | |||||||
| 201 WEST GREGORY AVE | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| TEMPLE BETH EL | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| TELLURIDE MEDICAL CENTER | |||||||
| PO BOX 1229 | TELLLURIDE | CO | 81435 | PUBLIC CHARITY | CHARITABLE WORKS | $6,000 | |
| TEMPLE BETH EL | |||||||
| 333 SW 4TH AVE | BOCA RATON | FL | 33432 | PUBLIC CHARITY | CHARITABLE WORKS | $1,500 | |
| SIOR FOUNDATION | |||||||
| PO BOX 6577 | WOODBRIDGE | VA | 22195 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| START EARLY | |||||||
| 33 WEST MONROE ST STE 1200 | CHICAGO | IL | 60603 | PUBLIC CHARITY | CHARITABLE WORKS | $7,500 | |
| THE SAFINA CENTER | |||||||
| 80 NORTH COUNTRY RD | SETAUKET | NY | 11733 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| THEATRE ZONE | |||||||
| 13275 LIVINGSTON RD | NAPLES | FL | 34109 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| UNION FOR REFORM JUDAISM | |||||||
| 633 3RD AVE FL 7 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | PUBLIC CHARITY | CHARITABLE WORKS | $2,000 | |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | PUBLIC CHARITY | CHARITABLE WORKS | $100 | |
| WAUKEGAN COLLEGE | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| WAUKEGAN WATER SAFETY ASSOCIATION | |||||||
| 1700 WEST HIGGINS RD STE 280 | DES PLAINES | IL | 60018 | PUBLIC CHARITY | CHARITABLE WORKS | $1,000 | |
| WTTW | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | PUBLIC CHARITY | CHARITABLE WORKS | $250 | |
| YAD LAKASHISH | |||||||
| PO BOX 494 | ENGLEWOOD | NJ | 07631 | PUBLIC CHARITY | CHARITABLE WORKS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,503 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,461 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES | $3,208,939 | $3,109,651 | $3,877,997 |
| OTHER RECEIVABLE | $130 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $2,510 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $6,060 | $0 | $0 |
| INVESTMENT FEES | $7,002 | $0 | $0 |
| OTHER EXPENSES | $231 | $0 | $0 |
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