2021-11-04T14:16:19-05:00 2020-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2020-01-01 203970463 POLEN FAMILY FOUNDATION C/O EDWARD POLEN POLE 8476892200 2780 RIDGE ROAD HIGHLAND PARK IL 60035 EDWARD POLEN PRESIDENT 8476892200 2021-10-27 1 EDWARD POLEN 999009999 KIMBERLY A HAUMANN P00546491 3122071040 2021-10-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 649545 X 150000 41 41 12403 12403 12804 231115 12804 1000 0 176248 25248 0 0 0 2726 2428 0 658 138 0 3384 2566 0 86500 86500 89884 2566 86500 86364 22682 34043 31367 31367 479617 568657 618178 513660 600024 649545 0 0 X 0 0 0 0 513660 600024 513660 600024 513660 600024 513660 86364 0 600024 0 600024 PUBLICLY TRADED SECURITIES - JPM P 36190 34831 1359 1359 PUBLICLY TRADED SECURITIES - JPM P 192547 183480 9067 9067 CAPITAL GAINS DIVIDENDS P 2378 2378 2378 12804 315 0 315 0 315 380 0 200 0 580 0 265 265 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A EDWARD POLEN 8476892200 2780 RIDGE ROAD HIGHLAND PARK IL 60035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD POLEN 2780 RIDGE ROAD HIGHLAND PARK IL 60035 PRES/SEC/DIRECTOR 0.50 0 0 0 TAMRA POLEN 2780 RIDGE ROAD HIGHLAND PARK IL 60035 TREASURER/DIRECTOR 0.25 0 0 0 BERNARD A SCHLIFKE ONE IBM PLAZA SUITE 3000 CHICAGO IL 60611 ASST SECY/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 575223 38245 0 613468 0 0 613468 9202 604266 30213 30213 315 315 29898 0 29898 0 29898 86500 0 86500 0 86500 29898 0 0 41034 35386 42708 23276 63778 206182 86500 0 0 0 29898 56602 0 0 262784 0 0 0 0 0 0 41034 221750 35386 42708 23276 63778 56602 X AMERICAN CANCER SOCIETY PO BOX 10393 CHICAGO IL 60610 NONE PC CHARITABLE 1000 AMERICAN RED CROSS 2200 W HARRISON STREET CHICAGO IL 60612 NONE PC CHARITABLE 2000 AMERICAN VETS 2206 S SIXTH STREET SPRINGFIELD IL 62703 NONE PC CHARITABLE 1000 ASPEN VALLEY HOSPITAL 0401 CASTLE CREEK ROAD ASPEN CO 81611 NONE PC CHARITABLE 5000 AUSTRIALIAN BUSHFIRE CRISIS 50 WASHINGTON STREET SUITE 300-A RENO NV 89503 NONE PC CHARITABLE 5000 CANCER WELLNESS CENTER 215 REVERE DRIVE NORTHBROOK IL 60062 NONE PC CHARITABLE 1000 CATHOLIC CHARITIES PO BOX 7154 CAROL STREAM IL 60197 NONE PC CHARITABLE 2500 CHICAGO BOTANICAL GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 NONE PC CHARITABLE 1500 CHICAGO ZOOLOGICAL SOCIETY 3300 GOLF ROAD BROOKFIELD IL 60513 NONE PC CHARITABLE 2500 CHILDRENS HOSPITAL CHICAGO 225 E CHICAGO AVENUE CHICAGO IL 60611 NONE PC CHARITABLE 5000 COLLEGE BAND OPPORTUNITIES 2780 RIDGE ROAD HIGHLAND PARK IL 60035 NONE PC CHARITABLE 1000 DISABLED AMERICAN VETERANS 2122 W TAYLOR STREET SUITE 104 CHICAGO IL 60612 NONE PC CHARITABLE 2000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC CHARITABLE 2500 FOR AUTISTIC KIDS 1200 N MILWAUKEE AVENUE GLENVIEW IL 60025 NONE PC CHARITABLE 3000 FRIENDS OF THE ISRAEL DEFENSE FORCES 29 E MADISON STREET CHICAGO IL 60602 NONE PC CHARITABLE 1000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PC CHARITABLE 4000 HP COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 NONE PC CHARITABLE 1000 JCFS CHICAGO 216 W JACKSON BOULEVARD SUITE 700 CHICAGO IL 60606 NONE PC CHARITABLE 1500 JEWISH WAR VETS USA 1811 R STREET NW WASHINGTON DC DC 20009 NONE PC CHARITABLE 1000 JIMMY FUND 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC CHARITABLE 5000 LAKE COUNTY CHILDREN'S ADVOCACY 123 OPLAINE ROAD GURNEE IL 60031 NONE PC CHARITABLE 1000 LAKE COUNTY FAMILY SERVICES 777 CENTRAL AVENUE SUITE 17 HIGHLAND PARK IL 60035 NONE PC CHARITABLE 1000 MASSACHUSETTS COLLEGE OF PHARMACY 179 LONGWOOD AVENUE BOSTON MA 02115 NONE PC CHARITABLE 10000 MICHAEL REESE HEALTH TRUST 1707 N RANDALL ROAD SUITE 200 ELGIN IL 60123 NONE PC CHARITABLE 5000 MULTIPLE SCLEROSIS 525 W MONROE STREET SUITE 1510 CHICAGO IL 60661 NONE PC CHARITABLE 2000 NATIONAL PARKS FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC DC 20005 NONE PC CHARITABLE 1000 NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 NONE PC CHARITABLE 1000 PADS OF LAKE COUNTY 1800 GRAND AVENUE WAUKEGAN IL 60085 NONE PC CHARITABLE 1000 PAWS 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PC CHARITABLE 1000 SAINT JUDE'S CHILDREN'S HOSPITAL 530 NE GLEN OAK AVENUE PEORIA IL 61637 NONE PC CHARITABLE 1000 SALVATION ARMY 5040 N PULASKI ROAD CHICAGO IL 60630 NONE PC CHARITABLE 5000 THE ARK 6450 N CALIFORNIA AVENUE CHICAGO IL 60645 NONE PC CHARITABLE 1000 UNITED WAY 333 S WABASH AVE 30TH FLOOR CHICAGO IL 60604 NONE PC CHARITABLE 5000 USO 333 N MICHIGAN AVENUE SUITE 2226 CHICAGO IL 60601 NONE PC CHARITABLE 1500 WOUNDED WARRIOR FOUNDATION 230 W MONROE STREET SUITE 200 CHICAGO IL 60606 NONE PC CHARITABLE 1000 WTTW CHICAGO PBS 5400 N SAINT LOUIS AVENUE CHICAGO IL 60625 NONE PC CHARITABLE 500 86500 0 14 41 14 12403 18 12804 MISCELLANEOUS INCOME 01 1000 0 26248 0 26248 0 0 0 0 0 0 0 0 0 0 X X 1 EMCO 2100 COMMONWEALTH AVE NORTH CHICAGO IL 60064 150000 X JPMORGAN AT COST 568657 618178 MISCELLANEOUS INCOME 1000 1000 ADVISORY FEE 2428 2428 0 LEGAL FEES 298 0 0 FOREIGN TAXES ON DIVIDENDS 138 138 0 IL STATE TAXES 520 0 0