Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
OVERLAND PARK
State or province
KS
Country  
ZIP or foreign postal code
66211
A Employer identification number

48-1232337
B Telephone number (see instructions)

9133418500
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,453,346J 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 .................
3 Interest on savings and temporary cash investments 40,380 40,380  
4 Dividends and interest from securities... 47,368 47,368  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,486
b Gross sales price for all assets on line 6a 632,858
7 Capital gain net income (from Part IV, line 2)... 226,486
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........ 314,234 314,234  
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
5,810 5,810   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
21,796 21,796   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,561 1,011   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
86 86   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,253 28,703   0
25 Contributions, gifts, grants paid....... 170,000 170,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 200,253 28,703   170,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 113,981
b Net investment income (if negative, enter -0-) 285,531
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 9,972 12,525 12,525
2 Savings and temporary cash investments......... 127,014 257,042 257,042
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 72,189 0 0
b Investments—corporate stock (attach schedule)....... 626,554 Click to see attachment
List of Attached Documents:
// Content
564,096 		1,345,179
c Investments—corporate bonds (attach schedule)....... 758,219 Click to see attachment
List of Attached Documents:
// Content
836,768 		845,819
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,016,182 Click to see attachment
List of Attached Documents:
// Content
1,053,664 		1,992,389
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
376 		Click to see attachment
List of Attached Documents:
// Content
392 		Click to see attachment
List of Attached Documents:
// Content
392
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,610,506 2,724,487 4,453,346
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 2,610,506 2,724,487
29 Total net assets or fund balances (see instructions)..... 2,610,506 2,724,487
30 Total liabilities and net assets/fund balances (see instructions). 2,610,506 2,724,487
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
2,610,506
2
Enter amount from Part I, line 27a .....................
2
113,981
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,724,487
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,724,487
Form 990-PF (2025)
Form 990-PF (2025)
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 65 SHS APPLE INC P 2019-07-22 2025-10-03
b 350 SHS BROADCOM INC P   2025-10-03
c 400 SHS DOW INC P 2022-01-31 2025-07-29
d 75000 LOWES CO INC SR NT DTD 9/8/2022 4.4% P 2023-02-02 2025-09-08
e 2323.516 SHS T ROWE PRICE MID-CAP GROWTH P   2025-06-11
75000 THE CIGNA GROUP NEW GLBL NT DTD 2/25/2020 4.5% P 2023-02-02 2025-12-31
200 SHS WALT DISNEY CO P   2025-01-13
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 16,789   3,350 13,439
b 118,246   9,530 108,716
c 10,050   23,960 -13,910
d 75,000   75,000 0
e 231,260   193,902 37,358
75,000   75,012 -12
21,597   25,618 -4,021
84,916     84,916
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       13,439
b       108,716
c       -13,910
d       0
e       37,358
      -12
      -4,021
      84,916
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 2 226,486
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 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 3,969
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 3,969
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 3,969
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,953
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 1,953
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....... 9 2,016
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
KS
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofTHE FOUNDATION Telephone no. (913) 341-8500

Located at4801 WEST 110TH STREET 150OVERLAND PARKKS ZIP+466211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 POLSKY SALAZAR CO-TRUSTEE
0.10 		0 0 0
12120 ALHAMBRA
LEAWOOD,KS66209
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
4989 WEST 131ST PLACE
LEAWOOD,KS66209
JOSEPH POLSKY CO-TRUSTEE
0.10 		0 0 0
985 XENON COURT
GOLDEN,CO80401
LARRY SILVER CO-TRUSTEE
0.10 		0 0 0
4989 WEST 131ST PLACE
LEAWOOD,KS66209
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
4,129,352
b
Average of monthly cash balances.......................
1b
186,102
c
Fair market value of all other assets (see instructions)................
1c
11,266
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,326,720
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
4,326,720
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
64,901
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,261,819
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
213,091
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
213,091
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,969
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,969
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
209,122
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
209,122
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
209,122
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, line 26, column (d) ..........
1a
170,000
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
170,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 209,122
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 147,677
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 170,000
a Applied to 2024, but not more than line 2a 147,677
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 2025 distributable amount..... 22,323
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		186,799
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RENEE POLSKY SILVER
4989 WEST 131ST PLACE
LEAWOOD,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 (2025)
Form 990-PF (2025)
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

GROUPMUSE FOUNDATION

447 BROADWAY 2ND FLOOR 222
NEW YORK,NY11211 		N/A   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 3,000

JEWISH FAMILY & CHILDREN'S SERVICES OF SAN FRANCISCO

P O BOX 159004
SAN FRANCISCO,CA94115 		N/A   LIFELINE FOR CHILDREN, ADULTS, AND FAMILIES FACING PERSONAL CRISES OR CHALLENGES 2,500

HORIZONS FOUNDATION

155 SANSOME STREET SUITE 650
SAN FRANCISCO,CA94104 		N/A   HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,500

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		N/A   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   RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,500

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 WEST 115TH STREET SUITE 201
OVERLAND PARK,KS66209 		N/A   RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATIONRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 10,500

ROSE BROOKS CENTER

P O BOX 8619
KANSAS CITY,MO64114 		N/A   BREAK THE CYCLE OF DOMESTIC VIOLENCE SO THAT INDIVIDUALS AND FAMILIES CAN LIVE FREE OF ABUSE 2,000

HYMAN BRAND HEBREW ACADEMY

5801 WEST 115TH STREET SUITE 103
OVERLAND PARK,KS66211 		N/A   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. 8,000

JEWISH COMMUNITY FOUNDATION

5801 WEST 115TH STREET
OVERLAND PARK,KS66211 		N/A   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. 10,000

JEWISH COMMUNITY RELATIONS BUREAU

5801 WEST 115TH STREET SUITE 203
OVERLAND PARK,KS66211 		N/A   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   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   RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 2,000

JORDAN THOMAS FOUNDATION

9005 OVERLOOK BLVD
BRENTWOOD,TN37057 		N/A   TO PROVIDE CHILDREN AFFECTED BY LIMB LOSS WITH THE PROSTHESES THEY NEED THROUGHOUT CHILDHOOD AND ADOLESCENCE AND SERVING AS A CARING RESOURCE, ADVOCATE AND SUPPORT SYSTEM FOR THESE CHILDREN AND THEIR PARENTS 4,000

OASIS LEGAL SERVICES

1900 ADDISON STREET SUITE 100
BERKELEY,CA94704 		N/A   PROVIDE QUALITY LEGAL IMMIGRATION SERVICES TO UNDER-REPRESENTED LOW-INCOME GROUPS WITH A FOCUS ON LGBTQIA+ COMMUNITIES 4,000

UNIVERSITY OF KANSAS HILLEL

1121 INDIANA STREET SUITE C
LAWRENCE,KS66044 		N/A   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

RIDHWAN FOUNDATIONN

2075 EUNICE STREET
BERKELEY,CA94709 		N/A   PROVIDE TEACHER TRAINING SUPPORT 3,000

CHARITIES AID FOUNDATION OF AMERICA

225 REINKERS LANE SUITE 375
ALEXANDRIA,VA22314 		N/A   PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS 47,000

VILLAGE SHALOM

5500 WEST 123RD STREET
OVERLAND PARK,KS66209 		N/A   TO NURTURE THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL WELL-BEING OF EVERY INDIVIDUAL WHOM WE ARE PRIVILEGED TO SERVE, INSPIRED BY OUR HERITAGE AS A JEWISH SPONSORED SENIOR LIVING COMMUNITY. 1,000

LYRIC CENTER FOR LGBTQ YOUTH

127 COLLINGWOOD STREET
SAN FRANCISCO,CA94114 		N/A   TO BUILD COMMUNITY AND INSPIRE POSITIVE SOCIAL CHANGE THROUGH EDUATION ENHANCEMENT, CAREER TRAININGS, HEALTH PROMOTION, AND LEADERSHIP DEVELOPMENT WITH LGBTQQ YOUTH, THEIR FAMILIES, AND ALLIES OF ALL RACES, CLASSES, GENDERS AND ABILITIES 3,000

OUR FAMILY COALITION

1385 MISSION STREET
SAN FRANCISCO,CA94103 		N/A   TO ADVANCE EQUITY FOR THE FULL AND EXPANDING SPECTRUM OF LGBTQ FAMILIES AND CHILDREN THROUGH SUPPORT, EDUCATION AND ADVOCACY. 3,000

BURNS RECOVERED SUPPORT GROUP

4220 DUNCAN AVENUE SUITE 201
ST LOUIS,MO63110 		N/A   MISSOURI CHILDREN'S BURN CAMP 5,000

JUDAISM ALIVEJEWISH ROCK RADIO

7 FOXCLIFF COURT
BALLWIN,MO63011 		N/A   PUBLIC JEWISH RADIORELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 5,000

PRODUCERS ASSOCIATION INC (WOODMINSTER SUMMER MUSCIALS)

5658 GRISBORNE AVENUE
OAKLAND,CA94611 		N/A   TO PROVIDE AFFORDABLE FAMILY ENTERTAINMENT, TO PRODUCE SHOWS THAT CHALLENGE THE STATUS QUO, 1,500

SHEPS PLACE SENIOR DOG SANCTUARY

17012 E TRUMAN ROAD
INDEPENDENCE,MO64056 		N/A   TO OPERATE A SANCTUARY FOR HOMELESS SENIOR DOGS IN THE KANSAS CITY AREA. PROVIDE THEM WITH SUPPORT, ATTENTION AND NEW FAMILIES 1,000

JEWISH FAMILY SERVICES OF GREATER KANSAS CITY

5801 WEST 115TH STREET SUITE 103
OVERLAND PARK,KS66211 		N/A   JEWISH CHAPLAINCY PROGRAM AND FOOD PANTRY 6,000

STAGE OF LIFE (SOL) THEATRE COMPANY

520 S 3RD STREET
CARBONDALE,CA81623 		N/A   TO HELP CHILDREN AND YOUNG ADULTS EXPAND THEIR SELF CONCEPT, INSPIRE THEM TO LEAD BY EXAMPLE AND EDUCATE THEM TO BUILD THE SOCIAL AND EMOTIONAL TOOLS IN ORDER TO LIVE MEANINGFUL LIVES 4,000

NATIONAL COUNCIL OF JEWISH WOMEN

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

THE SHUL - CHABAD OF LEAWOOD

6201 INDIAN CREEK DRIVE
OVERLAND PARK,KS66207 		N/A   TO REACH OUT TO OTHERS WITH ACTS OF GOODNESS AND KINDNESS. TO HELP THE NEEDY REGARDLESS OF BACKGROUND OR BELIEF. 1,000

HUMANE COLORADO

2080 S QUEBEC STREET
DENVER,CO80231 		N/A   TO PROVIDE SHELTER ADOPTION FEES, FOOD, MEDICAL CARE 3,000

CONGREGATION BETH SHALOM

14200 LAMAR AVENUE
OVERLAND PARK,KS66233 		N/A   RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION 9,500

JEWISH COMMUNITY CENTER

5801 WEST 115TH STREET
OVERLAND PARK,KS66211 		N/A   TO BUILD A STRONG, VIBRANT, AND INCLUSIVE COMMUNITY THAT ENHANCES WELLNESS, MEANING AND JOY, BASED ON JEWISH VALUES, HERITAGE AND CULTURE. 3,500

KC SHEPHERD'S CENTER

9200 WARD PARKWAY SUITE 200
KANSAS CITY,MO64114 		N/A   TO ADVOCATE FOR PUBLIC POLICY AND FUNDING TO SUPPORT THE GROWING POPULATION OF OLDER ADULTS IN KANSAS CITY. TO CELEBRATE THEIR CONTRIBUTIONS AND PROVIDE SUPPORT AND COMPANIONSHIP TO INCREASE SOCIAL ACTIVITY, REDUCE FOOD INSECURITY AND BUILD LASTING RELATIONSHIPS. 4,000

MENBE'S WAY FOUNDATION

1444 SANDPIPER SPLIT
RICHMOND,CA94801 		N/A   TO SUPPORT THOSE MOST VULNERABLE IN OUR COMMUNITY INCLUDING VICTIMS OF DOMESTIC VIOLENCE, CHILDREN AND INDIVIDUALS WHO ARE HOMELESS. 3,000

SAFEHOME

P O BOX 4563
OVERLAND PARK,KS66204 		N/A   TO PROVIDE SHELTER, INDIVIDUAL AND GROUP COUNSELING, COURT AND LEGAL SUPPORT AND COMMUNITY PROGRAMS AND ENGAGEMENT DEDICATED TO ENDING INTIMATE PARTNER ABUSE. 2,000

HADASSAH OF GREATER KANSAS CITY

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

LOS CENZONTLES CULTURAL ARTS ACADEMY

13108 SAN PABLO AVENUE
SAN PABLO,CA94805 		N/A   PROVIDE A HUB FOR LATINO ARTISTS WHILE WORKING TO AMPLIFY THEIR MEXICAN ROOTS 3,000

STRIDELABS

5706 SAN JOSE AVENUE
RICHMOND,CA94804 		N/A   TO CLOSE THE DIGITAL DIVIDE BY PROVIDING TOP QUALITY AFFORDABLE SERVICES TO HELP NONPROFITS AND SOCIALLY-RESPONSIBLE BUSINESSESS LEVERAGE TECHNOLOGY EFFECTIVELY, WHILE PROVIDING JOB OPPORTUNITIES FOR PEOPLE WHO ARE UNDER-REPRESENTED IN TECH. 1,000
Total ................................. 3a 170,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 40,380  
4 Dividends and interest from securities ....     14 47,368  
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 ............ 		    18 226,486  
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) .. 0 314,234 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
314,234
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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. 5,810 5,810   0

TY 2025 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 2025 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% 75,034 75,173
ANHEUSER-BUSCH INBEV WLDW INC SR GLBL NT DTD 1/23/19 4.75% 76,006 76,557
BROADCOM INC SR GLBL NT DTD 4/15/20 4.75% 74,935 76,452
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 6/18/2024 5.35% 75,834 76,313
VERIZON COMMUNICATIONS INC SR GLBL NT DTD 6/21/2018 4.329% 74,642 75,638
ELEVANCE HEALTH INC GLBL NT DTD 5/30/2024 5.15% 75,719 77,431
FIFTH THIRD BANCORP SR GLBL NT FIXED TO FLOAT DTD 10/27/2022 6.361% 76,259 78,036
SYSCO CORP CR SEN SR GLBL DTD 4/02/2020 5.95% 77,749 79,550
CVS HEALTH CORP SR GLBL NT DTD 06/02/2023 76,751 76,636
MARRIOTT INTERNATIONAL INC SR GLBL NT DTD 03/27/23 76,626 76,738
WELLS FARGO & CO FR FIXED TO FLOAT DTD 01/23/2024 77,213 77,295

TY 2025 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
225 SHS AMAZON.COM 29,888 51,934
60 SHS COSTCO WHOLESALE CORP 16,836 51,740
125 SHS DANAHER CORP 15,639 28,615
80 SHS HOME DEPOT INC 16,880 27,528
150 SHS J P MORGAN 17,069 48,333
100 SHS MCDONALDS CORP 22,068 30,563
125 SHS MICROSOFT CORP 17,300 60,453
125 SHS PNC FINANCIAL SERVICES GROUP INC 17,336 26,091
130 SHS PEPSICO 16,939 18,658
150 SHS PROCTOR & GAMBLE 17,246 21,497
60 SHS THERMO FISHER SCIENTIFIC INC 17,530 34,767
100 SHS UNION PACIFIC CORP 17,353 23,132
700 SHS VERIZON COMMUNICATIONS INC 35,356 28,511
350 SHS ALPHABET INC 23,658 109,550
100 SHS AMERIPRISE FINANCIAL INC 14,657 49,034
275 SHS APPLE INC 14,175 74,761
90 SHS BERKSHIRE HATHAWAY INC CLASS B 16,746 45,238
400 SHS BROADCOM INC 10,256 138,440
450 SHS CISCO SYSTEMS INC 20,353 34,664
175 SHS DIGITAL REALTY TRUST INC 24,895 27,074
200 SHS MERCK & CO INC 15,069 21,052
275 SHS RTX CORP (RAYTHEON TECH CORP) 18,172 50,435
125 SHS SALESFORCE.COM INC 19,124 33,114
65 SHS UNITEDHEALTH GROUP INC 18,787 21,457
125 SHS VISA INC 23,726 43,839
405 SHS WALMART INC 16,484 45,121
250 SHS EATON CORP 19,596 79,628
150 SHS CHUBB LIMITED 16,649 46,818
100 SHS ECOLAB INC 15,859 26,252
500 SHS NETFLIX INC 18,450 46,880

TY 2025 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 40,670 103,257
5228.594 SHS JPMORGAN LARGE CAP GROWTH SELECT AT COST 117,851 427,699
820.307 SHS VANGUARD REIT INDEX ADM AT COST 98,426 102,858
2003.456 SHS VANGUARD GROWTH INDEX ADM AT COST 87,779 503,148
2031.459 SHS AMERICAN FUNDS EUROPACIFIC GR AT COST 105,629 123,228
1804.072 SHS CLEARBRIDGE INTL GROWTH FUND CLASS IS AT COST 90,456 133,754
1600 SPDR ENERGY SELECT SECTOR SPDR FUND AT COST 33,593 71,536
4159.685 SHS NEUBERGER LARGE CAP VALUE AT COST 188,226 211,603
989 SHS AVANTIS EMERGING MARKETS EQUITY ETF AT COST 58,660 76,173
16092.383 SHS MFS BLENDED RESEARCH MID CAP EQUITY AT COST 232,374 239,133

TY 2025 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 376 392 392


TY 2025 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 86 86   0


TY 2025 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 21,796 21,796   0


TY 2025 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 1,011 1,011   0
FEDERAL EXCISE TAX ON INVESTMENT INCOME 1,550 0   0