2024-07-16T16:18:42-04:00 2023-08-31 364027344 DOWELL GROUP LLP 675 N NORTH CT STE 450 PALATINE IL 600673607 990PF 2022-09-01 363332896 POLK FAMILY CHARITABLE FUND POLK 8479340300 675 N NORTH COURT SUITE 450 PALATINE IL 60067 LINDA E CUTLER TREASURER 8479340300 2024-07-16 true LINDA CUTLER XXX-XX-XXXX false JAMES KLOCKOW P01236896 8479340300 2024-07-16 2022 2023-04-26 12:10:37Z X 3447922 X X 2543 2543 2543 107208 107208 107208 18037 69970 411 127788 110162 109751 4000 4000 8523 8523 8565 120 120 21208 8523 4120 235525 235525 256733 8523 239645 -128945 101639 109751 -1 208909 137852 137870 1629062 1576313 3268953 46387 45247 41099 1884357 1759412 3447922 4000 4000 X 1884357 1755412 1884357 1755412 1884357 1759412 1884357 -128945 1755412 1755412 411 1413 1413 1413 4985 4985 3572 3572 false false false false false false false true true IL true false false false false true N/A DOWELL GROUP LLC 8479340300 675 N NORTH COURT SUITE 450 PALATINE IL 60067 false false false false false false false false false false false false false false false false false false false false false BRUCE R BACHMANN 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 EDWARD M POLK 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 LINDA E CUTLER 675 N NORTH COURT SUITE 450 PALATINE IL 60067 TREASURER 000.00 0 0 0 SANDRA P GUTHMAN 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 HOWARD J POLK 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 JEFFRY A LEWIS 675 N NORTH COURT SUITE 450 PALATINE IL 60067 VICE PRESIDE 000.00 0 0 0 JEFFREY A POLK 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 BARBARA P MILSTEIN 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 DR TRAVIS M POLK LT MC USN 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 ELLEN P MULTACK 675 N NORTH COURT SUITE 450 PALATINE IL 60067 PRESIDENT 000.00 0 0 0 E RICHARD POLK 675 N NORTH COURT SUITE 450 PALATINE IL 60067 DIRECTOR 000.00 0 0 0 NONE NONE N/A 3342965 82454 0 3425419 3425419 51381 3374038 168702 168702 1413 1413 167289 167289 167289 239645 239645 167289 59970 67261 71858 24350 69941 293380 239645 167289 72356 365736 0 59970 305766 67261 71858 24350 69941 72356 X CHABAD OF LAKE OSWEGO 1347 TROON DRIVE WEST LINN OR 97068 NONE CHARITABLE GRANT AWARD 600 AMERICAN CANCER SOCIETY 150 S WACKER DRIVE SUITE 2100 CHICAGO IL 60606 NONE CHARITABLE GRANT AWARD 4000 A SAFE PLACE - LAKE COUNTY CRISIS C 2710 17TH STREET ZION IL 60099 NONE CHARITABLE GRANT AWARD 300 ALTERNATIVES EDUCATION RESOURCE ORG 417 ROSLYN ROAD ROSLYN HEIGHTS NY 11577 NONE CHARITABLE GRANT AWARD 800 AMERICAN ASSOCIATION FOR SURGER OF TRAUMA 633 N SAINT CLAIR STREET SUITE 2600 CHICAGO IL 60611 NONE CHARITABLE GRANT AWARD 5000 AMERICAN COLLEGE OF SURGEONS FOUNDATION 633 N ST CLAIR ST STE 2600 CHICAGO IL 60611 NONE CHARITABLE GRANT AWARD 7500 ANN & ROBERT H LURIE CHILDREN'S HOS 225 E CHICAGO AVENUE CHICAGO IL 60611 NONE CHARITABLE GRANT AWARD 5900 ATKINSON MEMORIAL CHURCH 710 SIXTH STREET OREGON CITY OR 97045 NONE CHARITABLE GRANT AWARD 500 BOULDER COMMUNITY HOSPITAL FOUNDATI PO BOX 9019 BOULDER CO 803019019 NONE CHARITABLE GRANT AWARD 1000 BOULDER CITY INJURED & FALLEN OFFIC 5600 FLATIRON PARKWAY BOULDER CO 80301 NONE CHARITABLE GRANT AWARD 1000 BOULDER POLICE FOUNDATION 5600 FLATIRON PARKWAY BOULDER CO 80301 NONE CHARITABLE GRANT AWARD 1000 BOULDER ROTARY CLUB 5390 MANHATTAN CIRCLE STE 101 BOULDER CO 80303 NONE CHARITABLE GRANT AWARD 1000 CANADIAN OPERA CO INC 12 FOUNTAIN PLAZA STE 800 BUFFALO NY 142022292 NONE CHARITABLE GRANT AWARD 5000 CANCER WELLNESS CENTER 215 REVERE DR NORTHBROOK IL 60062 NONE CHARITABLE GRANT AWARD 1000 CARE ORGANIZATION 151 ELLIS STREET NE ATLANTA GA 30303 NONE CHARITABLE GRANT AWARD 1000 CASCADIA BEHAVIOR HEALTHCARE 847 NE 19TH AVE SUITE 100 PORTLAND OR 97232 NONE CHARITABLE AWARD GRANT 1000 CHICAGO BOTANIC GARDEN 1000 LAKE COOK RD GLENCOE IL 600221613 NONE CHARITABLE GRANT AWARD 10125 CHICAGO POLICE MEMORIAL FOUNDATION 1407 W WASHINGTON BLVD CHICAGO IL 60607 NONE CHARITABLE GRANT AWARD 2000 CHURCH OF CHRIST C/O LANDON WEEKS 3404 CONSOLIDATION BELLINGHAM WA 98225 NONE CHARITABLE GRANT AWARD 1000 CLACKAMAS COUNTY 4-H LEADERS ASSOCIATION 200 WARNER MILNE RD OREGON CITY OR 97045 NONE CHARITABLE GRANT AWARD 300 COMMUNITY FIRST FOUNDATION 5855 WADSWORTH BYPASS UNIT A ARVADA CO 80003 NONE CHARITABLE GRANT AWARD 10000 COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH ST PORTLAND OR 97218 NONE CHARITABLE GRANT AWARD 1000 DANIEL MURPHY SCHOLARSHIP FUND 309 W WASHINGTON STREET STE 700 CHICAGO IL 60606 NONE CHARITABLE GRANT AWARD 1000 DEMAND SCHOOL CHANGE NOW 1157 FOWLES LN BELLINGHAM WA 98226 NONE CHARITABLE GRANT AWARD 1000 DOWNTOWN BOOULDER FOUNDATION INC 1942 BROADWAY STREET STE 301 BOULDER CO 80302 NONE CHARITABLE GRANT AWARD 3500 EASTERN ASSOCIATION OF SURGERY OF TRAUMA 633 NORTH SAINT CLAIR ST CHICAGO IL 60611 NONE CHARITABLE GRANT AWARD 5000 FAMILY FIRST SCHOLARSHIP FUND 16247 N 112TH WAY SCOTTSDALE AZ 85255 NONE CHARITABLE GRANT AWARD 1250 FAMILY SERVICES OF SOUTH LAKE COUNT 777 CENTRAL AVENUE SUITE 17 HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 300 FOR AUTISTIC KIDS FOUNDATION 1200 N MILWAUKEE AVENUE GLENVIEW IL 60025 NONE CHARITABLE GRANT AWARD 2000 FRIENDS OF CLACKAMAS COUNTY LIBRARY 16201 SE MCLAUGHLIN BLVD OAK GROVE OR 97267 NONE CHARITABLE GRANT AWARD 1000 FRIENDS OF THE MULTNOMAH COUNTY LIBRARY 919 SW TAYLOR STE 220 PORTLAND OR 97205 NONE CHARITABLE GRANT AWARD 1000 FRIENDS OF THE OREGON CITY LIBRARY 502 7TH ST OREGON CITY OR 97045 NONE CHARITABLE GRANT AWARD 1000 HEARTLAND ANIMAL SHELTER 2975 MILWAUKEE AVE NORTHBROOK IL 60062 NONE CHARITABLE GRANT AWARD 500 HIGHLAND PARK COMMUNITY CENTER PO BOX 398 HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 1000 INTERCAMBIO UNITING COMMUNITIES 4735 WALNUT ST STE B BOULDER CO 80301 NONE CHARITABLE GRANT AWARD 5800 MARCH FOURTH PO BOX 313 WINNETKA IL 60093 NONE CHARITABLE GRANT AWARD 1000 MARICOPA COUNTY SHERIFF'S OFFICE MEMORIAL FUND 3219 E CAMELBACK RD STE 464 PHOENIX AZ 85018 NONE CHARITABLE GRANT AWARD 6500 MILWAUKIE LUTHERAN CHURCH 3810 SE LAKE ROAD MILWAUKIE OR 97222 NONE CHARITABLE GRANT AWARD 700 MORAINE TOWNSHIP 800 CENTRAL AVENUE HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 300 MOTHERS TRUST FOUNDATION 400 E ILLINOIS ROAD LAKE FOREST IL 60045 NONE CHARITABLE GRANT AWARD 300 MSCO MEMORIAL FUND 3104 E CAMELBACK SUITE 113 PHOENIX AZ 85018 NONE CHARITABLE GRANT AWARD 2000 NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND 444 E STREET NW WASHINGTON DC 20001 NONE CHARITABLE GRANT AWARD 1000 NEW AVENUES FOR YOUTH INC 1220 SW COLUMBIA ST PORTLAND OR 97201 NONE CHARITABLE GRANT AWARD 700 NOAH'S ARK FOUNDATION 7475 WISCONSIN AVENUE SUITE 600 BETHESDA MD 20814 NONE CHARITABLE GRANT AWARD 2900 NORTH LAWNDALE EMPLOYMENT NETWORK 1111 S HOMAN AVENUE CHICAGO IL 60624 NONE CHARITABLE GRANT AWARD 40000 NORTH SUBURBAN SYNAGOGUE BETH EL 1175 SHERIDAN RD HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 2000 OPERATION WARM 50 APPLIED BANK BLVD STE 204 GLEN MILLS PA 19342 NONE CHARITABLE GRANT AWARD 1750 ORT AMERICA 3701 COMMERCIAL AVE STE 13 NORTHBROOK IL 600621830 NONE CHARITABLE GRANT AWARD 9000 OSF HEALTHCARE FOUNDATION 124 SW ADAMS STREET PEORIA IL 61602 NONE CHARITABLE GRANT AWARD 500 PLAYWRIGHTS WEST 4404 NE 22ND AVE PORTLAND OR 97211 NONE CHARITABLE GRANT AWARD 600 PLEA CHARITIES 1102 W ADAMS ST PHOENIX AZ 85007 NONE CHARITABLE GRANT AWARD 1000 PORTLAND STORY THEATER 3333 NE 15TH AVE PORTLAND OR 97212 NONE CHARITABLE GRANT AWARD 600 PRO PUBLICA INC 155 AVENUE OF THE AMERICA 13TH FLOOR NEW YORK NY 10013 NONE CHARITABLE GRANT AWARD 17500 RAVINIA FESTIVAL ASSOCIATION 400 IRIS LN HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 7500 ROYAL ONTARIO MUSEUM FOUNDATION 100 QUEENS PARK CIRCLE TORONTO ONTARIO CA M5S 2C6 NONE CHARITABLE GRANT AWARD 8500 SCHOOL ALTERNATIVES 7215 SE 22ND AVE PORTLAND OR 97202 NONE CHARITABLE GRANT AWARD 4000 SCOTTSDALE COMMUNITY PLAYERS 7020 E 2ND STREET SCOTTSDALE AZ 85251 NONE CHARITABLE GRANT AWARD 1000 SCRAP 2915 NE MLK BLVD PORTLAND OR 97212 NONE CHARITABLE GRANT AWARD 600 SHALVA PO BOX 46375 CHICAGO IL 60646 NONE CHARITABLE GRANT AWARD 300 SHAW FESTIVAL FOUNDATION 12 FOUNTAIN PLAZA STE 800 BUFFALO NY 142022292 NONE CHARITABLE GRANT AWARD 2000 SIU FOUNDATION 1235 DOUGLAS DRIVE CARBONDALE IL 62901 NONE CHARITABLE GRANT AWARD 250 STRATFORD FESTIVAL 55 QUEEN ST P O BOX 520 STRATFORD ONTARIO CA N5A 6V2 NONE CHARITABLE GRANT AWARD 2000 SUBUD PORTLAND 3185 NE REGENTS DR PORTLAND OR 97212 NONE CHARITABLE GRANT AWARD 1000 SUFFOLK UNIVERSITY 8 ASHBURTON PL BOSTON MA 02108 NONE CHARITABLE GRANT AWARD 7200 TAKE PART INC 5377 STATE HIGHWAY NORTH STE 221 ST CHARLES MO 63304 NONE CHARITABLE GRANT AWARD 1000 TAKING CONTROL OF YOUR DIABETES 5720 OBERLIN DRIVE SUITE 150 SAN DIEGO CA 92121 NONE CHARITABLE GRANT AWARD 1000 THE ARK 6450 N CALIFORNIA AVE CHICAGO IL 60645 NONE CHARITABLE GRANT AWARD 1300 THE ART CENTER 1957 SHERIDAN RD HIGHLAND PARK IL 60035 NONE CHARITABLE GRANT AWARD 1000 THE GARDENEERS 3250 W ADAMS STREET CHICAGO IL 60624 NONE CHARITABLE GRANT AWARD 2900 THE WOUNDED BLUE 7881 W CHARLESTON BLVD STE 110 LAS VEGAS NV 89117 NONE CHARITABLE GRANT AWARD 2000 US HOLOCAUST MEMORIAL MUSEUM 9603 WOODS DRIVE SKOKIE IL 60077 NONE CHARITABLE GRANT AWARD 250 VILLAGE FREE SCHOOL 1785 NE SANDY BLVD A PORTLAND OR 97232 NONE CHARITABLE GRANT AWARD 500 WELLESLEY COLLEGE 106 CENTRAL ST WELLESLEY MA 02481 NONE CHARITABLE GRANT AWARD 17500 235525 14 2543 14 107208 14 411 17626 110162 17626 127788 false false false false false false false false false false ACCOUNTING FEES 4000 4000 WELL TOWER INC - 500 SHRS 2012-09 PURCHASE 2022-12 32454 28644 3810 INTEL CORP - 1000 SHRS 1998-11 PURCHASE 2023-02 26170 5978 20192 PGIM GLOBAL HIGH YIELD FD 2014-08 PURCHASE 2023-05 10935 17311 -6376 BONDS - SEE ATTACHED 45247 41099 STOCKS - SEE ATTACHED 1576313 3268953 EXPENSES FILING FEES 100 100 IL SOS 10 10 BANK FEES 10 10 INVESTMENT ADVISORY EXPENSE 8523 8523 FOREIGN TAX FEDERAL EXCISE TAXES 8550 STATE TAX IL CHARITY 15