POLSKY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POLSKY FOUNDATION (EIN 65-1164639)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201211299349100031
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T12:41:20-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363468829 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN KALLICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651164639 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POLSKY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POLS | NameControl |
| Phone | 3125821405 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH WACKER DRIVE SUITE 1900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL POLSKY | Name |
| Title | PRESIDENT AND DIRECTOR | Title |
| Phone | 3125821405 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORA STAPLETON | Name |
| PTIN | P00081812 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2012-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 477072 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 10291 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10291 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 42394 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 182701 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 42394 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1250 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1250 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 53935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 53935 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1379 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 117 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1520 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 295000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 295000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 296520 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 295000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -242585 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53935 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 41055 | CashBOY |
| Cash EOY | 5786 | CashEOY |
| Cash EOYFMV | 5786 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 153271 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6260 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6260 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 426545 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 361478 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 465026 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 620871 | TotalAssetsBOY |
| Total Assets EOY | 373524 | TotalAssetsEOY |
| Total Assets EOYFMV | 477072 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 620871 | RetainedEarningsBOY |
| Retained Earnings EOY | 373524 | RetainedEarningsEOY |
| Total Net Assets BOY | 620871 | TotalNetAssetsBOY |
| Total Net Assets EOY | 373524 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 620871 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 373524 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 620871 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -242585 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 378286 | Subtotal |
| Other Decreases | 4762 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 373524 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ISHARES TR MSCI EAFE IDX | P | 2003-07-01 | 2011-08-25 | 7621 | 5408 | 2213 | 2213 |
| ISHARES TR MSCI EAFE IDX | P | 2003-06-24 | 2011-08-25 | 15242 | 10924 | 4318 | 4318 |
| ISHARES TR MSCI EAFE IDX | P | 2003-06-11 | 2011-08-25 | 30484 | 22130 | 8354 | 8354 |
| ISHARES TR MSCI EAFE IDX | P | 2003-06-03 | 2011-08-25 | 15242 | 10739 | 4503 | 4503 |
| SPDR S&P 500 ETF TRUST | P | 2004-02-06 | 2011-08-25 | 50071 | 49290 | 781 | 781 |
| SPDR S&P MIDCAP 400 ETUTSER1 S&P DCRP | P | 2003-06-11 | 2011-08-25 | 14816 | 8800 | 6016 | 6016 |
| SPDR S&P MIDCAP 400 ETUTSER1 S&P DCRP | P | 2003-06-03 | 2011-08-25 | 14816 | 8694 | 6122 | 6122 |
| ISHARES TR MSCI EAFE IDX | P | 2003-07-23 | 2011-10-14 | 11299 | 8099 | 3200 | 3200 |
| ISHARES TR MSCI EAFE IDX | P | 2003-07-01 | 2011-10-14 | 23110 | 16223 | 6887 | 6887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 42394 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31648 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 738226 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042870 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 649543 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.012316 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71758 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 802749 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.089390 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47039 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 971174 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048435 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 899560 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028903 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.221914 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044383 | AverageDistributionRatio |
| Net Noncharitable Assets | 678982 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30135 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 539 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30674 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 295000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 539 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 539 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 539 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 541 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL P POLSKY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3125821402 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH WACKER DRIVE SUITE 1900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL POLSKY | ||||||||
| ONE SOUTH WACKER DRIVE SUITE 1900 | CHICAGO | IL | 60606 | PRESIDENT AND DIRECTOR | 0.00 | 0 | 0 | 0 |
| JONATHAN TAIBER | ||||||||
| ONE SOUTH WACKER DRIVE SUITE 1900 | CHICAGO | IL | 60606 | TREASURER AND DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID CANMANN | ||||||||
| 111 W WASHINGTON SUITE 823 | CHICAGO | IL | 60602 | SECRETARY AND DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 653491 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35831 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 689322 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 689322 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10340 | CashDeemedCharitable |
| Net Noncharitable Assets | 678982 | NetNoncharitableAssets |
| Minimum Investment Return | 33949 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33949 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 539 | TaxBasedOnInvestmentIncome |
| Total Tax | 539 | TotalTax |
| Distributable Amount Before Adj | 33410 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33410 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33410 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 295000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 295000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 539 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 294461 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33410 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 2759 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 2759 | TotalExcessDistriCarryover |
| Qualifying Distributions | 295000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33410 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 261590 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 264349 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 264349 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 2759 | ExcessFromYear3 |
| Excess From Current Year | 261590 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL POLSKY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | PUBLIC FOUNDATION | GENERAL FUND | $20,000 |
| FREE SPIRIT MEDIA | ||||||
| 1817 S CALIFORNIA AVE | CHICAGO | IL | 60608 | PUBLIC FOUNDATION | GENERAL FUND | $10,000 |
| JEWISH UNITED FUND | ||||||
| 30 S WELLS ST ROOM 3134 | CHICAGO | IL | 60606 | PUBLIC FOUNDATION | GENERAL FUND | $25,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 251 E HURON STREET | CHICAGO | IL | 60611 | PUBLIC FOUNDATION | GENERAL FUND | $200,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | PUBLIC FOUNDATION | GENERAL FUND | $5,000 |
| WORLD RESOURCES INSTITUTE | ||||||
| 10G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | PUBLIC FOUNDATION | GENERAL FUND | $25,000 |
| OUNCE OF PREVENTION FUND | ||||||
| 33 W MONROE ST STE 2400 | CHICAGO | IL | 60603 | PUBLIC FOUNDATION | GENERAL FOUNDATIONGENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 295000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,291 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,250 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $42,394 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $53,935 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 53935 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,379 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 361478 | EOYBookValue |
| EOYFMV | 465026 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK ADJUSTMENT TO ASSET BASIS - NO TAX EFFECT | Description |
| Amount | $4,762 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILLING FEES | 12 | 0 | 0 |
| BANK FEES | 12 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 1250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Adjusted Net Income | 1250 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MICHAEL P POLSKY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH WACKER DRIVE SUITE 1900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $102 | 0 | 0 |
| STATE TAXES - IL | $15 | 0 | 0 |
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