Nonprofit · EIN 27-6988236
BERNARD AND NAOMI L PODOLSKY CHARITABLE TR
Also known as MICHAEL D PODOLSKY TTEE
Tax-exempt · FAIRFIELD, IL 62837
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $223,802 | $198,456 | $25,346 | $3,758,179 | $0 | $3,758,179 |
| September 30, 2024 | 990-PF | $167,767 | $183,353 | -$15,586 | $3,586,789 | $0 | $3,586,789 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $84,520
- Net gain from sales of assets
- $139,282
Expenses
- Grants and similar amounts paid
- $162,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $163,408
- Excise tax on investment income
- $2,808
Balance sheet and other
- Total assets, start of year
- $3,586,789
- Total assets, end of year
- $3,758,179
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,758,179
- Fair market value of assets
- $3,758,179
- Qualifying distributions
- $163,408
- Net investment income
- $223,802
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL D PODOLSKY PO BOX 278, FAIRFIELD, IL 62837 | TRUSTEE | 0.25 | $0 |
| SUZANNE C SCHOOMER 7 PRINCETON PLACE, UNIVERSITY CITY, MO 63130 | TRUSTEE | 0.25 | $0 |
| WILLIAM J PODOLSKY 6072 N SEQUOIA, FRESNO, CA 93711 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL D PODOLSKY PO BOX 278, FAIRFIELD, IL 62837 | TRUSTEE | 0.25 | $0 |
| SUZANNE C SCHOOMER 7 PRINCETON PLACE, UNIVERSITY CITY, MO 63130 | TRUSTEE | 0.25 | $0 |
| WILLIAM J PODOLSKY 6072 N SEQUOIA, FRESNO, CA 93711 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 278, FAIRFIELD, IL 62837-0278
- In care of
- % MICHAEL D PODOLSKY
- Signed the 990-PF
- MICHAEL D PODOLSKY, TRUSTEE
- Phone
- (618) 842-2105
- Return prepared by
- FAIRFIELD NATIONAL BANK
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6988236
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $3,758,179
- Income (IRS master file)
- $307,168
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $223,802 | $198,456 | $3,758,179 | XML |
| 990-PF | September 2024 | $167,767 | $183,353 | $3,586,789 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6988236).
Questions about BERNARD AND NAOMI L PODOLSKY CHARITABLE TR
- What is the EIN of BERNARD AND NAOMI L PODOLSKY CHARITABLE TR?
- The employer identification number (EIN) of BERNARD AND NAOMI L PODOLSKY CHARITABLE TR is 27-6988236.
- Is BERNARD AND NAOMI L PODOLSKY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to BERNARD AND NAOMI L PODOLSKY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD AND NAOMI L PODOLSKY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD AND NAOMI L PODOLSKY CHARITABLE TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD AND NAOMI L PODOLSKY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BERNARD AND NAOMI L PODOLSKY CHARITABLE TR?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERNARD AND NAOMI L PODOLSKY CHARITABLE TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $223,802, expenses of $198,456 and total assets of $3,758,179 at year end.
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All nonprofits in FAIRFIELD · Illinois · Philanthropy, voluntarism and grantmaking foundations