2024-11-15T12:07:25-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2023-01-01 203970463 POLEN FAMILY FOUNDATION C/O EDWARD POLEN POLE 8476892200 2780 RIDGE ROAD HIGHLAND PARK IL 60035 EDWARD POLEN PRESIDENT 8476892200 2024-11-08 1 1 KIMBERLY A HAUMANN P00546491 3122071040 2024-11-08 2023 2024-10-15 13:58:12Z X 1186904 X 300000 2542 2542 26593 26593 398 129418 398 329533 29533 0 0 0 9115 3565 0 776 326 0 290 0 0 10181 3891 0 126000 126000 136181 3891 126000 193352 25642 152988 26048 26048 727818 1048110 1160856 880806 1074158 1186904 0 0 X 0 0 0 0 880806 1074158 880806 1074158 880806 1074158 880806 193352 0 1074158 0 1074158 PUBLICLY TRADED SECURITIES - JPM P 81315 78177 3138 3138 PUBLICLY TRADED SECURITIES - JPM P 48103 50843 -2740 -2740 398 356 0 356 0 356 220 0 500 0 720 0 364 364 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A EDWARD POLEN 8476892200 2780 RIDGE ROAD HIGHLAND PARK IL 60035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD POLEN 2780 RIDGE ROAD HIGHLAND PARK IL 60035 PRES/SEC/DIRECTOR 0.50 0 0 0 TAMRA POLEN 2780 RIDGE ROAD HIGHLAND PARK IL 60035 TREASURER/DIRECTOR 0.25 0 0 0 BERNARD A SCHLIFKE ONE IBM PLAZA SUITE 3000 CHICAGO IL 60611 ASST SECY/DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 922319 68464 0 990783 0 0 990783 14862 975921 48796 48796 356 356 48440 0 48440 0 48440 126000 0 126000 48440 0 0 23276 63778 56602 46983 56284 246923 126000 0 0 0 48440 77560 0 0 324483 0 0 0 0 0 0 23276 301207 63778 56602 46983 56284 77560 X AMERICAN CANCER SOCIETY 1 E WACKER DR SUITE 1500 CHICAGO IL 60601 NONE PC CHARITABLE 1000 AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR THE DISABLED ONE NORTHFIELD PLAZA SUITE 300 NORTHFIELD IL 60093 NONE PC CHARITABLE 2500 AMERICA'S VETDOGS 371 EAST JERICHO TURNPIKE SMITHTOWN NY 117872976 NONE PC CHARITABLE 2000 ANTI-DEFAMATION LEAGUE 120 S LASALLE STREET CHICAGO IL 60603 NONE PC CHARITABLE 2000 ASPEN VALLEY HOSPITAL FOUNDATION 0401 CASTLE CREEK ROAD ASPEN CO 81611 NONE PC CHARITABLE 6500 CANCER WELLNESS CENTER 215 REVERE DRIVE NORTHBROOK IL 60062 NONE PC CHARITABLE 2500 CATHOLIC CHARITIES PO BOX 7154 CAROL STREAM IL 601977154 NONE PC CHARITABLE 5500 CHICAGO BOTANICAL GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 NONE PC CHARITABLE 1500 CHICAGO ZOOLOGICAL SOCIETY 3300 GOLF ROAD BROOKFIELD IL 60513 NONE PC CHARITABLE 2500 COLLEGE BOARD OPPORTUNITIES 2780 RIDGE ROAD HIGHLAND PARK IL 60035 NONE PC CHARITABLE 1000 DISABLED AMERICAN VETERANS 2122 W TAYLOR STREET SUITE 104 CHICAGO IL 60612 NONE PC CHARITABLE 6000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC CHARITABLE 2500 FOR AUTISTIC KIDS 1200 N MILWAUKEE AVENUE GLENVIEW IL 60025 NONE PC CHARITABLE 5000 FRIENDS OF THE ISRAEL DEFENSE FORCES 29 E MADISON STREET CHICAGO IL 60602 NONE PC CHARITABLE 10000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PC CHARITABLE 5000 HP COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 NONE PC CHARITABLE 5000 ICFS 2505 N AVENUE NATIONAL CITY CA 91950 NONE PC CHARITABLE 2000 JEWISH WAR VETERANS OF THE USA 1811 R STREET NW WASHINGTON DC DC 20009 NONE PC CHARITABLE 2000 JIMMY FUND 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 NONE PC CHARITABLE 5000 JOSSELYN CENTER 1135 SKOKIE BLVD NORTHBROOK IL 60062 NONE PC CHARITABLE 1500 LAKE COUNTY CHILDREN'S ADVOCACY 123 OPLAINE ROAD GURNEE IL 60031 NONE PC CHARITABLE 1500 LAKE FOREST OPEN LANDS 350 NORTH WAUKEGAN ROAD LAKE FOREST IL 600451620 NONE PC CHARITABLE 1000 MULTIPLE SCLEROSIS OF AMERICA 525 W MONROE STREET SUITE 1510 CHICAGO IL 60661 NONE PC CHARITABLE 2000 NATIONAL PARK FOUNDATION 1500 K STREET NW STE 700 WASHINGTON DC DC 20005 NONE PC CHARITABLE 1000 NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 NONE PC CHARITABLE 3000 PADS LAKE COUNTY 1800 GRAND AVENUE WAUKEGAN IL 60085 NONE PC CHARITABLE 1000 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PC CHARITABLE 1000 SALVATION ARMY 5040 N PULASKI ROAD CHICAGO IL 60630 NONE PC CHARITABLE 5000 SHIRLY RYAN ABILITYLAB 355 E ERIE STREET CHICAGO IL 60611 NONE PC CHARITABLE 25000 THE ARK 6450 N CALIFORNIA AVENUE CHICAGO IL 60645 NONE PC CHARITABLE 2000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC CHARITABLE 1000 UNITED WAY 701 N FAIRFAX STREET ALEXANDRIA VA 22314 NONE PC CHARITABLE 7500 USO 333 N MICHIGAN AVENUE SUITE 2226 CHICAGO IL 60601 NONE PC CHARITABLE 1500 VAIL HEALTH FOUNDATION 322 BEARD CREEK ROAD EDWARDS CO 81632 NONE PC CHARITABLE 500 WILD AID 220 MONTGOMERY STREET SUITE 1200 SAN FRANCISCO CA 94104 NONE PC CHARITABLE 2000 126000 0 14 2542 14 26593 19 398 0 29533 0 29533 0 0 0 0 0 0 0 0 0 0 X X 1 EMCO 2100 COMMONWEALTH AVE NORTH CHICAGO IL 60064 300000 X JPMORGAN AT COST 1048110 1160856 IL LICENSE FEES 115 0 0 MISCELLANEOUS 175 0 0 ADVISORY FEE 3565 3565 0 ACCOUNTING FEES 5550 0 0 FOREIGN TAXES ON DIVIDENDS 326 326 0 FEDERAL TAXES 450 0 0