SMEENK FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SMEENK FAMILY FOUNDATION INC (EIN 46-3627427)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-28
IRS object ID
202611489349100006
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-28T08:43:33-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474215313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOKES VISCA HUCKO & BARONE CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 GOODWAY DRAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463627427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMEENK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMEEBusinessNameControlTxt
Phone5854098139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 NIGHTINGALE WOODSAddressLine1Txt
CityFAIRPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14450ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD SMEENKPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT T BILLINGSPreparerPersonNm
PTINP01340550PTIN
Phone5854270850PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,555,763FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$33,223ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,804InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,804InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,804InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$43,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,134DividendsNetInvstIncmAmt
Dividends Adj Net Incm$43,134DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$194,375NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$792,220GrossSalesPriceAmt
Total Rev And Expnss-$115,214TotalRevAndExpnssAmt
Total Net Invst Incm$45,938TotalNetInvstIncmAmt
Total Adj Net Incm$45,938TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$663AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$662AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$390TaxesRevAndExpnssAmt
Taxes Net Invst Incm$196TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$194TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$252OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$126OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$126OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$985TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$982TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,706ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,706ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,673TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$985TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,688TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$198,887ExcessRevenueOverExpensesAmt
Net Investment Income$44,953NetInvestmentIncomeAmt
Adjusted Net Income$45,938AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,528CashBOYAmt
Cash EOY$15,609CashEOYAmt
Cash EOYFMV$15,609CashEOYFMVAmt
Sav And Temp Cash Invst BOY$139,098SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,550SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,550SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,723,283CorporateStockBOYAmt
Corporate Stock EOY$1,788,538CorporateStockEOYAmt
Corporate Stock EOYFMV$1,516,604CorporateStockEOYFMVAmt
Total Assets BOY$1,870,909TotalAssetsBOYAmt
Total Assets EOY$1,827,697TotalAssetsEOYAmt
Total Assets EOYFMV$1,555,763TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,870,909NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,827,697NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,870,909TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,827,697TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,870,909TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,827,697TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,870,909TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$198,887ExcessRevenueOverExpensesAmt
Other Increases$156,766OtherIncreasesAmt
Subtotal$1,828,788SubtotalAmt
Other Decreases$1,091OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,827,697TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$792,104$986,595-$194,491-$194,491
Capital Gain Dividends$116
FieldValueIRS element (for citing)
Capital Gain Net Income-$194,375CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$625InvestmentIncomeExciseTaxAmt
Subtotal$625SubtotalAmt
Tax Based On Investment Income$625TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$936EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$936TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Overpayment$302OverpaymentAmt
Applied To ES Tax$302AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ARNOLD SMEENKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5854098139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 NIGHTINGALE WOODSAddressLine1Txt
CityFAIRPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14450ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ARNOLD SMEENK
3 NIGHTINGALE WOODSFAIRPORTNY14450President3.00$0
ANNE SMEENK
3 NIGHTINGALE WOODSFAIRPORTNY14450Vice President1.00$0
ELISABETH WALKER
1715 BROWN CIRCLEMARIETTAGA30066Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS CREATED TO SUPPORT EVANGELICAL CHRISTIAN MINISTRY WORD BOTH CORPORATELY AND INDIVIDUALLY. GRANTS ARE USED FOR EDUCATION NEEDS AND PROGRAMS.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,112,709AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,661AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,167,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,167,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,149,859NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,493MinimumInvestmentReturnAmt
Tax Based On Investment Income$625TaxBasedOnInvestmentIncomeAmt
Total Tax$625TotalTaxAmt
Distributable Before Adj$56,868DistributableBeforeAdjAmt
Distributable Before Ded$56,868DistributableBeforeDedAmt
Distributable As Adjusted$56,868DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,688ExpensesAndContributionsAmt
Qualifying Distributions$82,688QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,868DistributableAsAdjustedAmt
Qualifying Distributions$82,688QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,868AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,820RemainingDistriFromCorpusAmt
Total Corpus$25,820TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$25,820ExcessDistriCyovToNextYrAmt
Excess From Current Year$25,820ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARNOLD SMEENKContributingManagerNm
Contributing ManagerANNE SMEENKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSMEENK FAMILY FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13 NIGHTINGALE WOODSAddressLine1Txt
CityFAIRPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14450ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5854098139RecipientPhoneNum
Recipient Email AddressSMEENKFAMILY@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN BIBLE SOCIETY
PO BOX 96812WASHINGTONDC20090PCMINISTRY GRANT$200
CAMP HICKORY HILL
2970 KOHLER ROADVARYSBURGNY14167PCMINISTRY GRANT$1,500
CARE NET
184 EAST UNION STREETNEWARKNY14513PCMINISTRY GRANT$500
COMPASS CARE
300 WHITE SPRUCE BLVDROCHESTERNY14623PCMINISTRY GRANT$500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997PCMINISTRY GRANT$2,049
CRU
100 LAKE HART DRIVEORLANDOFL32832PCMINISTRY GRANT$1,000
FOCUS ON THE FAMILY
540 ELKTON DRIVECOLORADO SPRINGSCO80907PCMINISTRY GRANT$2,500
GEBHARDT NEIGHBORHOOD OUTREACH
918 GOODMAN ST NROCHESTERNY14609PCMINISTRY GRANT$750
HOCKEY MINISTRIES INTERNATIONAL
PCMINISTRY GRANT$1,5001100 AVE DES CANADIENSMONTREALMONTREALCA25604
INSIGHT FOR LIVING
PO BOX 26900PLANOTX75026PCMINISTRY GRANT$250
NEW YORKERS FOR CONSTITUTIONAL
PO BOX 107SPENCERPORTNY14559PCMINISTRY GRANT$1,000
OPEN DOOR MISSION
PO BOX 14236ROCHESTERNY14614PCMINISTRY GRANT$450
PITTSFORD COMMUNITY CHURCH
421 MARSH ROADPITTSFORDNY14534PCMINISTRY GRANT$12,898
PRC OF THE VALLEY INC
22 LIBERTY STREETBATHNY14810PCMINISTRY GRANT$100
ROCHESTER FAMILY MISSION
388 TREMONT STREETROCHESTERNY14608PCMINISTRY GRANT$1,169
THE CHARLES FINNEY SCHOOL
2070 FIVE MILE LINE ROADPENFIELDNY14526PCMINISTRY GRANT$4,300
WORLD VISION
34834 WEYERHAEUSER WAYFEDERAL WAYWA98003PCMINISTRY GRANT$3,366
YOUTH FOR CHRIST
PO BOX 30069ROCHESTERNY14603PCMINISTRY GRANT$2,550
THE GIDEONS
PO BOX 140800NASHVILLETN37214PCMINISTRY GRANT$310
441 MINISTRIES INC
2387 N LAKE AVEALTADENACA91001PCMINISTRY GRANT$500
CARING CHOICES
580 MANZANITA AVE SUITE 5CHICOCA95926PCMINISTRY GRANT$500
FEMINISTS CHOOSING LIFE OF NEW YORK
1545 EAST AVENUEROCHESTERNY14610PCMINISTRY GRANT$500
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260PCMINISTRY GRANT$250
BEMA DISCIPLESHIP
PO BOX 77MISHAWAKAIN46546PCMINISTRY GRANT$1,000
LEAH NEW YORK
PO BOX 634ELMIRANY14902PCMINISTRY GRANT$79
THE JESUS FILM PROJECT
PO BOX 628222ORLANDOFL32862PCMINISTRY GRANT$500
ROCHESTER CHRISTIAN SCHOOL
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT - MUSIC ROOM$12,525
NYS RIGHT TO LIFE COMMITTEE INC
41 STATE STREET STE M-102ALBANYNY12207PCMINISTRY GRANT$100
TOWN OF PERINTON
TURK HILL ROADFAIRPORTNY14450GOVCLASSES FOR RCS STUDENTS$150
CHILD EVANGELISM FELLOWSHIP
PO BOX 207NORTH CHILINY14514PCMINISTRY GRANT$250
COVENANT LIFE CHRISTIAN SCHOOL
7503 MUNCASTER MILL RDGAITHERSBURGMD20877PCMINISTRY GRANT$12,100
PAN-AFRICAN ACADEMY OF CHRISTIAN SU
PO BOX 1118BRISTOLTN37621PCMINISTRY GRANT$100
ANGEL STUDIOS INC
295 WEST CENTER STPROVOUT84601NCMINISTRY GRANT$83
DELAWARE COUNTY CHRISTIAN SCHOOL
462 MALIN ROADNEWTOWN SQUAREPA19073PCMINISTRY GRANT$7,200
GIRLS LIKE YOU MINISTRY
PO BOX 681322FRANKLINTN37068PCMINISTRY GRANT$54
MELISSA MANCE
LOUD ROADFAIRPORTNY14450IMEDICAL AND FUNERAL EXPENSES$1,000
SENECA PARK ZOO
2222 ST PAUL STROCHESTERNY14621PCMINISTRY GRANT$125
ST BONAVENTURE UNIVERSITY
3261 WEST STATE ROADST BONAVENTURENY14778PCMINISTRY GRANT$7,798
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,706TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,804ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,134ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$116ExclusionAmt
Related Or Exempt Function Incm-$194,491RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$46,054ExclusionAmt
Related Or Exempt Function Incm-$194,491RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$148,437TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARNOLD ANNE SMEENKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13 NIGHTINGALE WOODSAddressLine1Txt
CityFAIRPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14450ZIPCd
FieldValueIRS element (for citing)
Total Contributions$31,123TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property150 SHARES MTBNoncashPropertyDesc
Fair Market Value$31,123FairMarketValueAmt
Received2025-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,325Amt
Net Investment Income$663NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$662DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BROKERAGE ACCOUNT$1,438,427$1,166,804
BROADSTONE NET LEASE REIT$350,111$349,800

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAIDDesc
Amt$1,091Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$216$108$108
OFFICE EXPENSES$36$18$18

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FMV AND BOOK NONCASH CONTRDesc
Amt$156,766Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE TAX$165$83$82
NYS TAX$225$113$112

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