Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
NORMAN & ELAINE POLSKY FAMILY
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4801 WEST 110TH STREET 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66211
A Employer identification number

48-1232337
B Telephone number (see instructions)

(913) 341-8500
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,690,695J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,903 17,903  
4 Dividends and interest from securities... 54,314 54,314  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -67,504
b Gross sales price for all assets on line 6a 911,820
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,713 72,217  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,375 5,375   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,475 17,475   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
978 978   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
158 60   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,986 23,888   0
25 Contributions, gifts, grants paid....... 145,000 145,000
26 Total expenses and disbursements. Add lines 24 and 25 168,986 23,888   145,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -164,273
b Net investment income (if negative, enter -0-) 48,329
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 13,192 12,757 12,757
2 Savings and temporary cash investments......... 100,371 114,912 114,912
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 808,886 Click to see attachment
List of Attached Documents:
// Content
778,022 		1,189,266
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
675,727 		672,575
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,934,530 Click to see attachment
List of Attached Documents:
// Content
1,112,757 		1,700,727
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,927 		Click to see attachment
List of Attached Documents:
// Content
458 		Click to see attachment
List of Attached Documents:
// Content
458
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,858,906 2,694,633 3,690,695
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,858,906 2,694,633
29 Total net assets or fund balances (see instructions)..... 2,858,906 2,694,633
30 Total liabilities and net assets/fund balances (see instructions). 2,858,906 2,694,633
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,858,906
2
Enter amount from Part I, line 27a .....................
2
-164,273
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,694,633
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,694,633
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 15 SHS ANNALY CAPITAL MANAGEMENT, INC PREFERRED P 2022-06-17 2023-02-01
b 100 SHS AT & T PREFERRED C P   2023-08-21
c 60 SHS CHARLES SCHWAB CORPORATION P 2023-02-02 2023-07-06
d 3 SHS CHIMERA INVESTMENT CORP PFD P 2022-06-17 2023-02-07
e 7 SHS CHIMERA INVESTMENT CORP PFD C P 2022-06-17 2023-02-08
15 SHS CHS INC RED PFD P 2023-02-03 2023-07-06
20 SHS CHS INC RED PFT P 2023-02-03 2023-07-07
65 SHS CITIGROUP INC PFD P 2023-07-13 2023-11-15
35 SHS CITIZENS FINANCIAL GROUP INC P 2023-02-03 2023-07-10
25 SHS ENTERGY ARKANSAS LLC P 2023-04-14 2003-11-06
25 SHS FIFTH THIRD BANCORP PFD P 2023-02-02 2023-11-06
35 SHS REPUBLIC BANK PFD P 2022-03-31 2023-03-13
25 SHS FIRST CITIZENS BANK & TRUST CO P 2023-02-02 2023-11-06
45 SHS FORD MOTOR CO PREFERRED P   2023-08-18
40 SHS HUNTINGTON BANCSHARES INC DEP PFD P 2023-02-28 2023-11-06
45 SHS METLIFE INC NON-CUMULATIVE PREFERRED P 2023-02-03 2023-07-06
30 SHS MORGAN STANLEY PREF SHARE P 2023-03-15 2023-07-07
30 SHS PACWEST BANCORP PREFERRED P 2022-06-01 2023-03-13
25 SHS REINSURANCE GROUP OF AMERICA INC P 2023-09-15 2023-11-06
125 SHS SIGNATURE BANK NEW YORK P   2003-03-10
90 SHS SPDR ICE PREFERRED SECURITIES P 2023-05-12 2023-07-06
35 SHS TEXAS CAPITAL BANCSHARES INC P 2023-02-03 2023-07-07
9 SHS VOYA FINANCIAL INC PREFERRED B P 2022-03-31 2023-02-01
96 SHS VOYA FINANCIAL INC PREFERRED B P   2023-02-02
30 SHS WELLS FARGO & CO PREF SHARE P 2023-07-13 2023-11-06
25 SHS WESCO INTERNATIONAL INC A PFD P 2023-09-15 2023-11-06
25 SHS AEGON FUNDING COMPANY LLC P 2022-03-31 2023-11-06
30 SHS ALLSTATE CORPORATION PREFERRED SERIES H P 2019-08-02 2023-11-06
211.254 SHS AMERICAN FUNDS EUROPACIFIC GROWTH P 2019-09-27 2023-11-06
30 SHS AMERICAN INTERNATIONAL GROUP INC P 2019-03-08 2023-11-06
25 SHS AMERIPRISE FINANCIAL INC P   2023-11-06
95 SHS ANNALY CAPITAL MANAGEMENT INC PREFERRED P   2023-02-01
20 SHS ARCH CAPITAL GROUP LTD P 2018-03-19 2023-11-06
75 SHS ARCH CAPITAL GROUP LTD P   2023-07-06
8071.401 SHS ARTISAN HIGH INCOME FUND ADVISOR SHARES P   2023-02-02
70 SHS AT & T PREFERRED A P 2022-03-29 2023-07-06
138 SHS AT & T PREFERRED C P   2023-08-18
7 SHS AT & T PREFERRED C P 2020-06-16 2023-08-21
30 SHS AXIS CAPITAL HOLDINGS LTD PREF SHARE P 2017-08-30 2023-11-06
135 SHS BANK OF AMERICA CORP PFD P   2023-07-06
50 SHS BANK OF AMERICA CORP PREFERRED P 2020-06-17 2023-11-06
40 SHS BANK OF HAWAII CORP PFD P   2023-05-12
15 SHS BANK OF HAWAII CORP PFD P 2022-02-04 2023-11-06
40 SHS BANK OF OZK PFD A P 2022-02-07 2023-05-12
22 SHS BANK OF OZK PFD A P   2023-07-06
58 SHS BANK OF OZK PFD A P   2023-07-07
5 SHS BROADCOM INC P 2020-06-16 2023-11-06
24 SHS CADENCE BANK PFD A P 2019-11-14 2023-07-06
7 SHS CADENCE BANK PFD A P 2019-11-14 2023-07-07
14 SHS CADENCE BANK PFD A P 2019-11-14 2023-07-10
165 SHS CAPITAL ONE FINANCIAL CORP PREF SHARE P   2023-07-06
45 SHS CAPITAL ONE FINANCIAL CORP PREFERRED P   2023-11-06
15 SHS CARLYLE GROUP INC PREFERRED P 2022-03-30 2023-11-06
50 SHS CHARLES SCHWAB CORPORATION PREFERRED J P 2022-02-03 2023-11-06
7 SHS CHIMERA INVESTMENT CORP PFD C P 2021-06-25 2023-02-01
73 SHS CHIMERA INVESTMENT CORP PFD C P   2023-02-02
9 SHS CHIMERA INVESTMENT CORP PFD C P   2023-02-03
4 SHS CHIMERA INVESTMENT CORP PFD C P 2021-06-23 2023-02-06
12 SHS CHIMERA INVESTMENT CORP PFD C P   2023-02-07
35 SHS CHS INC CLASS B SER 4 P   2023-11-06
30 SHS CHS INC RED PFD P   2023-07-10
30 SHS CITIGROUP INC PFD P 2018-11-02 2023-11-06
40 SHS CITIGROUP INC PFD P 2018-11-02 2023-11-15
40 SHS CITIZENS FINANCIAL GROUP INC PREF SHARE P 2019-03-20 2023-11-06
16 SHS CITIZENS FINANCIAL GROUP INC PREFERRED P 2020-04-13 2023-07-06
10 SHS CITIZENS FINANCIAL GROUP INC PREFERRED P   2023-07-07
24 SHS CITIZENS FINANCIAL GROUP INC PREFERRED S P 2010-04-09 2023-07-10
159.151 SHS CLEARBRIDGE INTERNATIONAL GROWTH FUND P 2019-09-27 2023-11-06
10 SHS CONNECTONE BANCORP INC P 2021-08-18 2023-05-12
3 SHS CONNECTONE BANCORP INC PFD A P 2021-08-18 2023-07-06
30 SHS CONNECTONE BANCORP PFD A P   2022-07-07
7 SHS CONNECTONE BANCORP INC PFD A P 2021-08-12 2023-07-10
25 SHS CULLEN FROST BANKERS INC PREFERRED B P 2020-11-13 2023-11-06
13590.723 SHS DODGE & COX INCOME P   2023-02-02
225 SHS DOMINION ENERGY INC P 2020-04-07 2023-11-06
30 SHS EQUITABLE HOLDINGS INC PREFERRED SHARES P 2019-11-21 2023-11-06
15 SHS FEDERAL AGRICULTURAL MORTGAGE CORP P 2020-08-20 2023-11-06
14476.302 SHS FIDELITY US BOND INDEX FUND P 2018-06-04 2023-02-02
25 SHS FIFTH THIRD BANCORP PREFERRED K P 2020-04-13 2023-07-06
35 SHS FIFTH THIRD BANCORP PREFERRED K P 2020-04-13 2023-07-07
17 SHS FIFTH THIRD BANCORP PREFERRED K P 2020-04-13 2023-07-10
48 SHS FIFTH THIRD BANCORP PREFERRED K P 2020-04-13 2023-07-11
10 SHS FIRST CITIZENS BANCSHARES INC PREFERRED P 2020-03-06 2023-07-06
31 SHS FIRST CITIZENS BANCSHARES INC P   2023-07-07
50 SHS FIRST CITIZENS BANCSHARES INC PREFERRED P 2020-03-05 2023-07-10
39 SHS FIRST CITIZENS BANCSHARES INC PREFERRED P   2023-07-11
15 SHS FIRST HORIZON CORPORATION DP SHS P 2019-03-29 2023-05-12
9 SHS FIRST HORIZON CORPORATION DP SHS P 2019-03-29 2023-07-06
5 SHS FIRST HORIZON CORPORATION P 2019-03-29 2023-07-07
21 SHS FIRST HORIZON CORPORATION DP SHS P 2019-03-29 2023-07-10
20 SHS FIRST HORIZON CORPORATION P 2016-07-19 2023-05-12
20 SHS FIRST HORIZON CORPORATION P 2016-07-19 2023-11-06
100 SHS FIRST REPUBLIC BANK PFD P 2021-11-19 2023-03-13
45 SHS FORD MOTOR CO PREFERRED P 2020-08-26 2023-08-18
26 SHS FORD MOTOR CO SR NT P 2022-02-09 2023-07-06
20 SHS FORD MOTOR CO SR NT P   2023-07-07
85 SHS GOLDMAN SACHS GROUP INC PFD SER J P   2023-02-01
35 SHS GOLDMAN SACHS GROUP INC SER K PFD P 2017-02-03 2023-11-06
8442.735 SHS GUGGENHEIM TOTAL RETURN BOND P   2023-02-02
40 SHS HARTFORD FINL SERVICES GROUP INC P 2018-10-30 2023-11-06
55 SHS HUNTINGTON BANCSHARES INC PREFERRED H P 2021-02-02 2023-07-06
110 SHS HUNTINGTON BANCSHARES INC PREFERRED H P   2023-07-07
136.203 SHS INVESCO DEVELOPING MARKETS P 2012-12-07 2023-11-06
40 SHS JP MORGAN CHASE & CO PFD P 2021-06-23 2023-11-06
40 SHS JP MORGAN CHASE & CO PFD P 2021-03-11 2023-11-06
20 SHS KEYCORP PFD P 2018-03-19 2023-11-06
30 SHS KEYCORP PFD G P   2023-11-06
15 SHS KEYCORP PREFERRED P 2018-07-23 2023-07-06
50 SHS KEYCORP PREFERRED P   2023-07-07
68 SHS KIMCO REALTY CORP PREFERRED P 2019-03-19 2023-02-01
17 SHS KIMCO REALTY CORP P 2019-03-19 2023-02-02
50 SHS METLIFE INC DP PFD P 2020-07-07 2023-11-06
70 SHS MORGAN STANLEY DEP FIX/FLT P   2023-07-06
70 SHS MORGAN STANLEY PFD O P 2022-03-30 2023-11-06
46 SHS MORGAN STANLEY PREF SHARE P 2020-06-30 2023-07-06
14 SHS MORGAN STANLEY PREF SHARE P 2020-06-30 2023-07-07
7976.023 SHS PALMER SQUARE INCOME PLUS P   2023-02-02
35 SHS PUBLIC STORAGE PFD P P 2022-03-30 2003-11-06
125 SHS REGIONS FINANCIAL CORP PFD SER E P 2021-04-28 2023-07-06
30 SHS REGIONS FINANCIAL CORP PREFERRED C P 2020-04-13 2023-11-06
43 SHS STATE STREET CORP P 2016-07-19 2023-07-06
107 SHS STATE STREET CORP DEP PFD P   2023-07-07
95 SHS SVB FINANCIAL GROUP PREFERRED A P 2019-12-03 2023-03-29
35 SHS SYNCHRONY FINANCIAL PREFERRED SERIES A P 2019-11-07 2023-11-06
65 SHS SYNOVUS FINANCIAL CORP PFD SERIES D P   2023-07-06
40 SHS SYNOVUS FINANCIAL CORP PREFERRED P 2019-06-26 2023-11-06
29 SHS TEXAS CAPITAL BANCSHARES INC PREFERRED S P 2021-02-25 2023-07-06
21 SHS TEXAS CAPITAL BANCSHARES INC PREFERRED S P 2021-02-25 2023-07-07
45 SHS TRUIST FINANCIAL CORPORATION PREFERRED O P 2020-05-20 2023-11-06
165 SHS TRUIST FINANCIAL CORPORATION PREFERRED R P   2023-07-06
145 SHS US BANCORP P   2023-07-06
40 SHS US BANCORP PFD SERIES O P 2022-02-03 2023-11-06
13.81 SHS VANGUARD GROWTH INDEX ADM P 2013-11-14 2023-11-06
.67 SHS VERALTO CORP P 2019-07-22 2023-10-05
41 SHS VERALTO CORP P 2019-07-22 2023-11-06
5 SHS WASHINGTON FEDERAL INC PREFERRED A P 2021-02-02 2023-05-12
66 SHS WASHINGTON FEDERAL INC PREFERRED A P 2021-02-02 2023-07-06
14 SHS WASHINGTON FEDERAL INC PREFERRED A P   2023-07-07
115 SHS WELLS FARGO & CO PFD SHARE P   2023-07-06
55 SHS WELLS FARGO & CO PFD SHARE SERIES A P 2020-01-16 2023-11-06
4036.048 SHS DODGE & COX INCOME P 2011-04-19 2023-02-02
50 SHS CHIMERA INV PFD B-ADDITIONAL BASIS P   2023-02-06
120 SHS BANK OF AMERICA CORP PREFERRED P   2023-07-06
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 348   326 22
b 1,757   2,084 -327
c 1,480   1,523 -43
d 60   60 0
e 137   141 -4
374   383 -9
499   510 -11
1,625   1,652 -27
640   780 -140
530   582 -52
622   634 -12
289   769 -480
500   556 -56
994   1,077 -83
938   1,008 -70
1,071   1,131 -60
703   712 -9
266   750 -484
644   654 -10
1,758   2,722 -964
2,942   2,944 -2
628   800 -172
226   233 -7
2,408   2,434 -26
675   698 -23
668   666 2
496   609 -113
625   757 -132
11,000   10,984 16
689   750 -61
8,268   3,685 4,583
2,203   2,493 -290
422   494 -72
1,378   1,931 -553
71,997   82,000 -10,003
1,528   1,574 -46
2,454   3,239 -785
123   164 -41
615   760 -145
2,465   2,993 -528
1,098   1,309 -211
455   937 -482
203   350 -147
521   942 -421
325   516 -191
859   1,300 -441
4,372   1,560 2,812
410   600 -190
120   175 -55
239   350 -111
2,912   3,671 -759
797   1,127 -330
260   320 -60
946   1,223 -277
143   180 -37
1,475   1,879 -404
180   231 -51
80   103 -23
238   306 -68
889   991 -102
742   729 13
744   807 -63
1,000   1,075 -75
942   1,057 -115
294   368 -74
186   230 -44
439   552 -113
9,000   7,980 1,020
144   255 -111
48   76 -28
478   756 -278
111   175 -64
438   629 -191
173,282   189,007 -15,725
10,080   16,520 -6,440
565   749 -184
289   386 -97
152,870   162,415 -9,545
519   554 -35
735   776 -41
353   377 -24
984   1,064 -80
195   252 -57
608   778 -170
969   1,250 -281
754   939 -185
275   376 -101
193   226 -33
108   125 -17
449   527 -78
372   544 -172
424   544 -120
827   2,508 -1,681
994   1,116 -122
628   681 -53
482   521 -39
2,113   2,210 -97
872   950 -78
205,243   229,623 -24,380
959   1,000 -41
950   1,381 -431
1,899   2,579 -680
5,000   4,612 388
796   1,056 -260
783   1,003 -220
392   561 -169
516   768 -252
274   375 -101
911   1,239 -328
1,592   1,577 15
396   394 2
1,006   1,250 -244
1,711   1,908 -197
1,235   1,480 -245
1,075   1,191 -116
328   363 -35
78,325   79,510 -1,185
594   718 -124
2,064   3,146 -1,082
566   765 -199
1,075   1,262 -187
2,674   2,802 -128
102   2,377 -2,275
550   883 -333
1,547   1,585 -38
906   1,014 -108
524   725 -201
377   525 -148
975   1,129 -154
3,233   4,055 -822
2,564   2,773 -209
733   1,000 -267
2,000   635 1,365
50   33 17
2,840   2,031 809
65   126 -61
956   1,661 -705
204   278 -74
2,880   3,074 -194
1,033   1,375 -342
51,460   53,962 -2,502
    111 -111
2,572   2,993 -421
17,812     17,812
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       22
b       -327
c       -43
d       0
e       -4
      -9
      -11
      -27
      -140
      -52
      -12
      -480
      -56
      -83
      -70
      -60
      -9
      -484
      -10
      -964
      -2
      -172
      -7
      -26
      -23
      2
      -113
      -132
      16
      -61
      4,583
      -290
      -72
      -553
      -10,003
      -46
      -785
      -41
      -145
      -528
      -211
      -482
      -147
      -421
      -191
      -441
      2,812
      -190
      -55
      -111
      -759
      -330
      -60
      -277
      -37
      -404
      -51
      -23
      -68
      -102
      13
      -63
      -75
      -115
      -74
      -44
      -113
      1,020
      -111
      -28
      -278
      -64
      -191
      -15,725
      -6,440
      -184
      -97
      -9,545
      -35
      -41
      -24
      -80
      -57
      -170
      -281
      -185
      -101
      -33
      -17
      -78
      -172
      -120
      -1,681
      -122
      -53
      -39
      -97
      -78
      -24,380
      -41
      -431
      -680
      388
      -260
      -220
      -169
      -252
      -101
      -328
      15
      2
      -244
      -197
      -245
      -116
      -35
      -1,185
      -124
      -1,082
      -199
      -187
      -128
      -2,275
      -333
      -38
      -108
      -201
      -148
      -154
      -822
      -209
      -267
      1,365
      17
      809
      -61
      -705
      -74
      -194
      -342
      -2,502
      -111
      -421
      17,812
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -67,504
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 672
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 672
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 672
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,991
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,991
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,319
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,319 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (913) 341-8500

Located atright arrow4801 WEST 110TH STREET 150OVERLAND PARKKS ZIP+4right arrow66211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JENNIFER SALAZAR CO-TRUSTEE
0.10 		0 0 0
4804 WEST 138TH STREET
LEAWOOD,KS66224
ELLEN GINSBURG POLSKY CO-TRUSTEE
0.10 		0 0 0
12120 ALHAMBRA
LEAWOOD,KS66209
KAREN POLSKY KENT CO-TRUSTEE
0.10 		0 0 0
62 CORRAL DRIVE
CARBONDALE,CO81623
STEVEN POLSKY CO-TRUSTEE
0.10 		0 0 0
2616 ELLERHORST AVENUE
EL CERRITO,CA94530
AUTUMN KENT DESIMONE CO-TRUSTEE
0.10 		0 0 0
57 CORRAL DRIVE
CARBONDALE,CO81623
RENEE POLSKY SILVER CO-TRUSTEE
0.30 		0 0 0
12222 BEVERLY STREET
OVERLAND PARK,KS66209
JOSEPH POLSKY CO-TRUSTEE
0.10 		0 0 0
12120 ALHAMBRA
LEAWOOD,KS66209
LARRY SILVER CO-TRUSTEE
0.10 		0 0 0
12222 BEVERLY STREET
OVERLAND PARK,KS66209
ADRIAN SALAZAR CO-TRUSTEE
0.10 		0 0 0
4804 WEST 138TH STREET
LEAWOOD,KS66224
MARK OLIVER CO-TRUSTEE
0.10 		0 0 0
2616 ELLERHORST AVENUE
EL CERRITO,CA94530
MAGNUS GRIMMETT CO-TRUSTEE
0.10 		0 0 0
57 CORRAL DRIVE
CARBONDALE,CO81623
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A -- ALL CHARITABLE CONTRIBUTIONS WERE CASH CONTRIBUTIONS PAID DIRECTLY TO THE CHARITABLE ORGANIZATION. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,407,388
b
Average of monthly cash balances.......................
1b
144,114
c
Fair market value of all other assets (see instructions)................
1c
9,000
d
Total (add lines 1a, b, and c).........................
1d
3,560,502
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,560,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,408
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,507,094
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,355
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
175,355
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
672
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
672
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
174,683
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
174,683
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
174,683
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
145,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
145,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 174,683
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 140,918
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 145,000
a Applied to 2022, but not more than line 2a 140,918
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 4,082
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		170,601
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RENEE POLSKY SILVER
12222 BEVERLY STREET
OVERLAND PARK,KS66209
(913) 378-4411
bThe form in which applications should be submitted and information and materials they should include:
BRIEF LETTER FORMAT STATING GENERAL NATURE, GOALS AND PURPOSE OF REQUESTING ORGANIZATION.
cAny submission deadlines:
SUBMISSION SHOULD BE MADE BY DECEMBER 31ST FOR REQUEST FOR FUNDS FOR THE NEXT CALENDAR YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS EXCEPT THAT THE ORGANIZATION IS TAX-EXEMPT UNDER IRS 501(C)(3).
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASPEN COUNTRY DAY SCHOOL

85 COUNTRY DAY WAY
ASPEN,CO81611 		N/A TAX-EXEMPT ORGANIZAT COMMITMENT TO RIGOROUS ACADEMICS, CREATIVE ARTS, AND OUTDOOR EDUCATION WHICH IGNITES CURIOSITY, CONFIDENCE AND CRITICAL THINKING. ENCOURAGE STUDENTS TO STRIVE FOR INDIVIDUAL EXCELLENCE AND INSTILLS IN THEM A LIFELONG LOVE OF LEARNING, SENSE OF PURPOSE AND RESPONSIBLE CITIZENSHIP 1,000

GROUPMUSE FOUNDATION

629 GRAND STREET 4A
BROOKLYN,NY11211 		N/A TAX-EXEMPT ORGANIZAT PROVIDE MUSICIANS WITH TECHNOLOGY, TOOLS AND TRAINING TO CULTIVATE AND CONNECT TO ONLINE AUDIENCES, SUPPORT EDUCATIONAL AND OUTREACH PROJECTS THAT WELCOMES PEOPLE OF ALL BACKGROUNDS 2,000

JEWISH FAMILY & CHILDREN'S SERVICES OF SAN FRANCISCO

P O BOX 159004
SAN FRANCISCO,CA94115 		N/A TAX EXEMPT ORGANIZAT LIFELINE FOR CHILDREN, ADULTS, AND FAMILIES FACING PERSONAL CRISES OR CHALLENGES 2,000

HORIZONS FOUNDATION

155 SANSOME STREET SUITE 650
SAN FRANCISCO,CA94104 		N/A TAX EXEMPT ORGANIZAT HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		N/A TAX EXEMPT ORGANIZAT HELP SEEK JUSTICE FOR MOST VULNERABLE MEMBERS OF SOCIETY 2,000

CONGREGATION SHA'AR ZAHAV-THE RAINBOW FUND

290 DOLORES STREET
SAN FRANCISCO,CA94103 		N/A TAX EXEMPT ORGANIZAT RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 WEST 115TH STREET SUITE 201
OVERLAND PARK,KS66209 		N/A TAX EXEMPT ORGANIZAT RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATIONRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

BROTHERS FOR LIFE

1126 34TH AVENUE SUITE 309
SEATTLE,WA98122 		N/A TAX EXEMPT ORGANIZAT TO EMPOWER INJURED COMBAT SOLDIERS TO HELP RECENTLY INJURED COMBAT SOLDIERS RECLAIM THEIR LIVES, FULFULL THEIR DREAMS AND CONTINUE TO SERVE AND INSPIRE THE JEWISH NATION 5,000

ROSE BROOKS CENTER

P O BOX 320599
KANSAS CITY,MO64132 		N/A TAX-EXEMPT ORGANIZAT BREAK THE CYCLE OF DOMESTIC VIOLENCE SO THAT INDIVIDUALS AND FAMILIES CAN LIVE FREE OF ABUSE 4,000

HYMAN BRAND HEBREW ACADEMY

5801 WEST 115TH STREET SUITE 103
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT TO SUPPORT THE EMOTIONAL, SPIRITUAL, ACADEMIC AND PHYSICAL GROWTH OF STUDENTS. TO STRIVE TO CULTIVATE A GENERATION OF JEWISH INDEPENDENT AND ETHICAL THINKERS, DETERMINED TO REACH THEIR GREATEST POTENTIAL AND HAVE A POSITIVE IMPACT ON OUR PEOPLE AND THE WORLD. 5,000

JEWISH COMMUNITY FOUNDATION

5801 WEST 115TH STREET
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT TO PROMOTE THE PRACTICE OF TZEDAKAH (CHARITY) AND THE PURSUIT OF TIKKUM OLAM (REPAIRING THE WORLD) BY SERVING AS THE ADVOCATE FOR PLANNED GIVING AND THE CENTRAL RESOURCE FOR PERSONALIZED CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES AND ORGANIZATIONS IN THE COMMUNITY. 5,000

JEWISH COMMUNITY RELATIONS BUREAU

5801 WEST 115TH STREET SUITE 203
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT TO SERVE AS A PREMIER AND INFLUENTIAL ADVOCATE FOR COMBATING ANTISEMITISM AND PURSUING JUSTICE. 1,000

MADDIE'S MISSION

P O BOX 8552
PRAIRIE VILLAGE,KS66208 		N/A TAX EXEMPT ORGANIZAT TO RAISE AWARENESS AND PROVIDE FUNDING TO SUPPORT TREATMENT AND A CURE FOR ANGELMAN SYNDROME AND OTHER RARE DISEASES. 1,500

MIDWEST CENTER FOR HOLOCAUST EDUCATION

5801 WEST 115TH STREET SUITE 106
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

OASIS LEGAL SERVICES

1900 ADDISON STREET SUITE 100
BERKELEY,CA94704 		N/A TAX EXEMPT ORGANIZAT PROVIDE QUALITY LEGAL IMMIGRATION SERVICES TO UNDER-REPRESENTED LOW-INCOME GROUPS WITH A FOCUS ON LGBTQIA+ COMMUNITIES 2,000

UNIVERSITY OF KANSAS HILLEL

1121 INDIANA STREET SUITE C
LAWRENCE,KS66044 		N/A TAX EXEMPT ORGANIZAT CONNECT JEWISH STUDENTS TO EACH OTHER AND TO THEIR JUDAISM, TO INSPIRE AND EQUIP THE NEXT GENERATION OF JEWISH LEADERS AND TO BUILD A THRIVING JEWISH COMMUNITY ON CAMPUS 2,000

REACHING OUT FROM WITHIN

P O BOX 8527
PRAIRIE VILLAGE,KS66208 		N/A TAX EXEMPT ORGANIZAT PRISON REHABILITATION PROGRAMS FOR INMATES WHO WANT TO MAKE LASTING CHANGES IN THEIR BEHAVIOR 1,000

RIDHWAN FOUNDATIONN

2075 EUNICE STREET
BERKELEY,CA94709 		N/A TAX EXEMPT ORGANIZAT PROVIDE TEACHER TRAINING SUPPORT 2,000

CHARITIES AID FOUNDATION OF AMERICA

225 REINKERS LANE SUITE 375
ALEXANDRIA,VA22314 		N/A TAX EXEMPT ORGANIZAT PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS 29,000

JEWISH COMMUNITY CENTER

5801 WEST 115TH STREET
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT TO ENRICH THE DIVERSE COMMUNITY BY CULTIVATING AN INCLUSIVE ENVIRONMENT BUILT UPON JEWISH VALUES, HERITAGE AND CULTURE. TO HELP PROMOTE THE JEWISH CULTURE FESTIVAL 2,500

BURNS RECOVERED SUPPORT GROUP

6220 S LINDBERGH BLVD SUITE 203
ST LOUIS,MO63123 		N/A TAX EXEMPT ORGANIZAT MISSOURI CHILDREN'S BURN CAMP 5,000

WONDERSCOPE

443 EAST RED BRIDGE ROAD
KANSAS CITY,MO64131 		N/A TAX EXEMPT ORGANIZAT MUSEUM FEATURING HANDS ON EXHIBITS ABOUT ART, SCIENCE, MATH AND READING DESIGNED FOR CHILDREN UNDER 8 5,000

JUDAISM ALIVEJEWISH ROCK RADIO

14560 WHITE BIRCH VALLEY LANE
CHESTERFIELD,MO63017 		N/A TAX EXEMPT ORGANIZAT PUBLIC JEWISH RADIORELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 3,000

JEWISH FAMILY SERVICES OF GREATER KANSAS CITY

5801 WEST 115TH STREET SUITE 103
OVERLAND PARK,KS66211 		N/A TAX EXEMPT ORGANIZAT JEWISH CHAPLAINCY PROGRAM AND FOOD PANTRY 12,000

RICHMOND COMMUNITY FOUNDATION

3260 BLUME DRIVE SUITE 110
RICHMOND,CA94806 		N/A TAX EXEMPT ORGANIZAT MOBILIZE THE POWER OF CONNECTION TO BUILD HEALTHY THRIVING COMMUNITIES -- RESTORE NEIGHBORHOODS, HEALTH COMMUNITY GROWTH, QUALITY EDUCATION AND PUBLIC SAFETY 2,000

NATIONAL COUNCIL OF JEWISH WOMEN

5311 WEST 75TH STEET
PRAIRIE VILLAGE,KS66208 		N/A TAX EXEMPT ORGANIZAT SOCIAL JUSTICE BY IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES AND BY SAFEGUARDING INDIVIDUAL RIGHTS AND FREEDOMS 1,000

VILLAGE SHALOM

5500 WEST 123RD STREET
OVERLAND PARK,KS66209 		N/A TAX EXEMPT ORGANIZAT BRING DIGNITY, CHOICE, COMPASSION AND CARE TO ELDERS DURING THEIR LIVES AND LIFE TRANSITIONS. 25,000

CONGREGATION BETH SHALOM

14200 LAMAR AVENUE
OVERLAND PARK,KS66233 		N/A TAX EXEMPT ORGANIZAT RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 11,000

HADASSAH OF GREATER KANSAS CITY

3909 WEST 101ST TERRACE
OVERLAND PARK,KS66207 		N/A TAX EXEMPT ORGANIZAT REGILIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

THE SPAHR CENTER

150 NELLEN AVENUE SUITE 100
CORTE MADERA,CA94925 		N/A TAX EXEMPT ORGANIZAT SERVE, SUPPORT AND EMPOWER THE LESBIAN, GAY, BISEXUAL AND TRANSGENDER COMMUNITY AND EVERYONE IN THE COUNTY LIVING WITH AND AFFECTED BY HIV 2,000

LOS CENZONTLES CULTURAL ARTS ACADEMY

13108 SAN PABLO AVENUE
SAN PABLO,CA94805 		N/A TAX EXEMPT ORGANIZAT PROVIDE A HUB FOR LATINO ARTISTS WHILE WORKING TO AMPLIFY THEIR MEXICAN ROOTS 2,000
Total .................................right arrow 3a 145,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 17,903  
4 Dividends and interest from securities ....     14 54,314  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -67,504  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,713 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,713
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
O'HALLORAN SHERMAN ASSOCIATES, LLC -- ACCOUNTING FOR ACTIVITY AND 0 0   0
PREPARATION OF FORM 990-PF. ASSIST WITH COMPLIANCE OF PRIVATE FOUNDATION 0 0   0
RULES AND REGULATIONS. 5,375 5,375   0

TY 2023 AppliedToPriorYearElection
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Election:
THE NORMAN & ELAINE POLSKY FAMILY CHARITABLE FOUNDATION, ID# 48-1232337, HEREBY ELECTS UNDER REGS SEC 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTIONS OF 129,000 MADE DURING THE YEAR ENDED DECEMBER 31, 2015. THE TAXPAYER ELECTS THAT THE DISTRIBUTIONS BE ALLOCATED IN THE FOLLOWING MANNER: (1) 121,724 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2015; (2) 1,304 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2014 AND (3) 5,972 TO THE TAXABLE YEAR ENDED DECEMBER 31, 2016.

TY 2023 InvestmentsCorpBondsSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Name of Bond End of Year Book Value End of Year Fair Market Value
AT & T INC SENIOR GLOBAL NOTE 4.25% 75,080 74,207
ANHEUSER-BUSCH INBEV WLDW INC SR GLBL NT DTD 1/23/19 4.75% 76,580 76,232
BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 74,935 75,238
THE CIGNA GROUP NEW GLBL NT DTD 2/25/2020 4.5% 75,192 74,482
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 1/17/2019 5.1% 74,990 74,972
KLA CORPORATION SR GLBL NT DTD 11/6/2014 4.65% 75,027 74,555
LOWES COS INC SR NT DTD 9/8/2022 4.4% 75,006 74,443
SYNCHRONY FINANCIAL SR GLB NT DTD 8/11/2014 4.25% 74,275 74,172
VERIZON COMMUNICATIONS INC SR GLBL NT DTD 6/21/2018 4.329% 74,642 74,274

TY 2023 InvestmentsCorpStockSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Name of Stock End of Year Book Value End of Year Fair Market Value
120 SHS AXIS CAPITAL HOLDINGS LTD PREF 2,719 2,509
95 SHS ARCH CAP GROUP LTD 2,199 2,263
110 SHS CHS INC CLASS B SER 4 PFD 2,900 2,781
110 SHS GOLDMAN SACHS GROUP INC SER K PFD 2,833 2,780
115 SHS HARTFORD FINL SVCS GROUP INC PFD 2,871 2,875
140 SHS HUNTINGTON BANCSHARES 3,453 3,318
56 SHS KEY CORP PFD 1,285 1,201
128 SHS KEY CORP PREFERRED G 2,767 2,563
135 SHS REGIONS FINANCIAL CORP PFD C 3,019 2,877
225 SHS AMAZON.COM 29,888 34,187
60 SHS COSTCO WHOLESALE CORP 16,836 39,605
125 SHS DANAHER CORP 15,639 28,918
200 SHS WALT DISNEY CO 25,618 18,058
80 SHS HOME DEPOT INC 16,880 27,724
150 SHS J P MORGAN 17,069 25,515
100 SHS MCDONALDS CORP 22,068 29,651
125 SHS MICROSOFT CORP 17,300 47,005
125 SHS PNC FINANCIAL SERVICES GROUP INC 17,336 19,356
130 SHS PEPSICO 16,939 22,079
150 SHS PROCTOR & GAMBLE 17,246 21,981
60 SHS THERMO FISHER SCIENTIFIC INC 17,530 31,847
100 SHS UNION PACIFIC CORP 17,353 24,562
700 SHS VERIZON COMMUNICATIONS INC 35,356 26,390
155 SHS ALLSTATE CORP PREFERRED SERIES H 3,585 3,287
110 SHS AMERICAN INTL GROUP INC 2,739 2,748
240 SHS CAPITAL ONE FINANCIAL CORP PREFERRED I 5,257 4,428
120 SHS CITIZENS FINANCIAL GROUP INC 2,905 2,880
85 SHS SYNOVUS FINANIAL CORP PREFERRED 2,012 1,985
135 SHS SYNCHRONY FINANCIAL PREFERRED SERIES A 3,044 2,329
350 SHS ALPHABET INC 23,658 48,891
100 SHS AMERIPRISE FINANCIAL INC 14,657 37,983
340 SHS APPLE INC 17,525 65,460
90 SHS BERKSHIRE HATHAWAY INC CLASS B 16,746 32,099
75 SHS BROADCOM INC 19,786 83,719
450 SHS CISCO SYSTEMS INC 20,353 22,734
175 SHS DIGITAL REALTY TRUST INC 24,895 23,551
200 SHS MERCK & CO INC 15,069 21,804
275 SHS RTX CORP (RAYTHEON TECH CORP) 18,172 23,139
125 SHS SALESFORCE.COM INC 19,124 32,892
300 SHS STARBUCKS CORP 20,786 28,803
65 SHS UNITEDHEALTH GROUP INC 18,787 34,221
125 SHS VISA INC 23,726 32,544
135 SHS WALMART INC 16,484 21,283
250 SHS EATON CORP 19,596 60,205
150 SHS CHUBB LIMITED 16,649 33,900
110 SHS AEGON FUNDING COMPANY LLC 2,514 2,391
200 SHS BANK OF AMERICA CORP PREFERRED SHS 4,620 4,602
100 SHS CULLEN FROST BANKERS INC PREF B 1,957 1,766
135 SHS EQUITABLE HOLDINGS INC PREF SERIES A 3,130 2,878
95 SHS FIFTH THIRD BANCORP PREFERRED 2,396 2,420
80 SHS FIRST CITIZENS BANK & TRUST CO 1,690 1,730
70 SHS FIRST HORIZON CORPORATION DP SHS 1,670 1,624
135 SHS JPMORGAN CHASE & CO PFD LL 3,251 2,819
180 SHS METLIFE INC DP PFD 4,133 3,672
290 SHS MORGAN STANLEY PREF O 5,654 5,530
205 SHS TRUIST FINANCIAL CORP PREFERRED O 4,882 4,557
155 SHS US BANCORP PFD SERIES O 3,223 3,027
160 SHS WELLS FARGO & CO PFD SH SERIES A 3,604 3,189
90 SHS WELLS FARGO & CO PREF SHARE 2,033 2,154
100 SHS ECOLAB INC 15,859 19,835
135 SHS JP MORGAN CHASE & CO PFD JJ 3,127 2,767
400 SHS DOW INC 23,960 21,936
70 SHS CARLYLE GROUP PREFERRED 1,485 1,441
155 SHS PUBLIC STORAGE PFD P 2,997 2,770
180 SHS CHARLES SCHWAB CORPORATION PREFERRED J 3,785 3,539
50 SHS NETFLIX INC 18,450 24,344
250 SHS MEDTRONIC PLC 21,709 20,595
105 SHS BANK OF HAWAII CORP PFD A 1,907 1,757
95 SHS ENTERGY ARKANSAS LLC 2,165 2,025
65 SHS REINSURANCE GROUP OF AMERICA INC 1,700 1,695
65 SHS WESCO INTERNATIONAL INC A PFD 1,732 1,717
75 SHS FEDERAL AGRICULTURAL MORTGAGE CORP 1,730 1,556

TY 2023 InvestmentsOtherSchedule2
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1975.087 SHS DFA US SMALL CAP AT COST 40,670 87,615
5364.614 SHS JPMORGAN CAP GROWTH SELECT AT COST 122,589 322,628
820.307 SHS VANGUARD REIT INDEX ADM AT COST 100,370 103,908
2189.021 SHS VANGUARD GROWTH INDEX ADM AT COST 96,313 350,243
2116.842 SHS AMERICAN FUNDS EUROPACIFIC GR AT COST 110,068 115,918
1969.411 SHS BWG CLEARBRIDGE INTL GROWTH FUND CLASS IS AT COST 98,746 120,036
1521.458 SHS INVESCO DEVELOPING MARKETS AT COST 51,506 58,683
2323.516 SHS T ROWE PRICE MID-CAP GROWTH AT COST 193,902 232,932
800 SPDR ENERGY SELECT SECTOR SPDR FUND AT COST 33,593 67,072
5856.354 SHS NEUBERGER BERMAN LARGE CAP VALUE AT COST 265,000 241,692

TY 2023 OtherAssetsSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDEND RECEIVABLE 1,927 458 458


TY 2023 OtherExpensesSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSE-POSTAGE/OFFICE SUPPLIES 60 60   0
MISCELLANEOUS ADDTL EXPENSE-MIDWEST TRUST CO 98 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENTS FEES-MIDWEST TRUST COMPANY 17,475 17,475   0


TY 2023 TaxesSchedule
Name:
NORMAN & ELAINE POLSKY FAMILY
 
CHARITABLE FOUNDATION
EIN:
48-1232337
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON INVESTMENT INCOME 978 978   0