BETA

SMEENK FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SMEENK FAMILY FOUNDATION INC (EIN 46-3627427)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202401319349102300
Schema version
2023v5.0
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)
Return2024-05-10T11:37:29-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARNOLDPersonFirstNm
Person LastSMEENKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL VISCA CPAPreparerPersonNm
PTINP00021903PTIN
Phone5854270850PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,309,075FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,860ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$199InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$199InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$199InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$56,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,682DividendsNetInvstIncmAmt
Dividends Adj Net Incm$56,682DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,628NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$400,897GrossSalesPriceAmt
Total Rev And Expnss$108,113TotalRevAndExpnssAmt
Total Net Invst Incm$56,881TotalNetInvstIncmAmt
Total Adj Net Incm$56,881TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$625AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$237TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$238TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$104OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$103OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$966TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,162ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,162ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$112,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,981ExcessRevenueOverExpensesAmt
Net Investment Income$55,915NetInvestmentIncomeAmt
Adjusted Net Income$56,881AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,658CashBOYAmt
Cash EOY$29,775CashEOYAmt
Cash EOYFMV$29,775CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,291SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$77,813SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$77,813SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,629,434CorporateStockBOYAmt
Corporate Stock EOY$1,551,598CorporateStockEOYAmt
Corporate Stock EOYFMV$1,201,487CorporateStockEOYFMVAmt
Total Assets BOY$1,689,383TotalAssetsBOYAmt
Total Assets EOY$1,659,186TotalAssetsEOYAmt
Total Assets EOYFMV$1,309,075TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,689,383NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,659,186NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,689,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,659,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,689,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,659,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,689,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,981ExcessRevenueOverExpensesAmt
Subtotal$1,684,402SubtotalAmt
Other Decreases$25,216OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,659,186TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$388,472$411,525-$23,053-$23,053
CAPITAL GAIN DISTRIBUTIONS$12,337$12,337$12,337
GAINS ON SECTION 1256 CONTRACTS$88$88$88
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,628CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$10,628NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$777InvestmentIncomeExciseTaxAmt
Subtotal$777SubtotalAmt
Tax Based On Investment Income$777TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$45EsPenaltyAmt
Tax Due$822TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 EDUCATIONEEDS AND PROGRAMS.Description1Txt
Expenses1$115,140Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,182,438AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,262,616TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,262,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,243,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$777TaxBasedOnInvestmentIncomeAmt
Total Tax$777TotalTaxAmt
Distributable Before Adj$61,407DistributableBeforeAdjAmt
Distributable Before Ded$61,407DistributableBeforeDedAmt
Distributable As Adjusted$61,407DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$112,128ExpensesAndContributionsAmt
Qualifying Distributions$112,128QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,407DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$60,405ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,947ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$230,571ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$326,923TotalExcessDistributionCyovAmt
Qualifying Distributions$112,128QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,407AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,721RemainingDistriFromCorpusAmt
Total Corpus$377,644TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$377,644ExcessDistriCyovToNextYrAmt
Excess From Year3$60,405ExcessFromYear3Amt
Excess From Year2$35,947ExcessFromYear2Amt
Excess From Year1$230,571ExcessFromYear1Amt
Excess From Current Year$50,721ExcessFromCurrentYearAmt

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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CAMP HICKORY HILL
2970 KOHLER ROADVARYSBURGNY14167PCMINISTRY GRANT$500
CARE NET
184 EAST UNION STREETNEWARKNY14513PCMINISTRY GRANT$500
CHRISTIAN BOOKS
140 SUMMIT STREETPEABODYMA01960PCMINISTRY GRANT$48
COMPASS CARE
300 WHITE SPRUCE BLVDROCHESTERNY14623PCMINISTRY GRANT$250
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997PCMINISTRY GRANT$1,543
CRU
100 LAKE HART DRIVEORLANDOFL32832PCMINISTRY GRANT$250
GEBHARDT NEIGHBORHOOD OUTREACH
918 GOODMAN ST NROCHESTERNY14609PCMINISTRY GRANT$1,310
HOCKEY MINISTRIES INTERNATIONAL
PCMINISTRY GRANT$1,0001100 AVE DES CANADIENSMONTREALMONTREALCA25604
OPEN DOOR MISSION
PO BOX 14236ROCHESTERNY14614PCMINISTRY GRANT$450
PITTSFORD COMMUNITY CHURCH
421 MARSH ROADPITTSFORDNY14534PCMINISTRY GRANT$15,474
PRC OF THE VALLEY INC
22 LIBERTY STREETBATHNY14810PCMINISTRY GRANT$100
ROCHESTER CHRISTIAN SCHOOL
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT$17,651
SAMARITANS PURSE
PO BOX 3000BOONENC28607PCMINISTRY GRANT$334
THE CHARLES FINNEY SCHOOL
2070 FIVE MILE LINE ROADPENFIELDNY14526PCMINISTRY GRANT$8,860
WORLD VISION
34834 WEYERHAEUSER WAYFEDERAL WAYWA98003PCMINISTRY GRANT$2,626
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903PCMINISTRY GRANT$5,400
YOUTH FOR CHRIST
PO BOX 30069ROCHESTERNY14603PCMINISTRY GRANT$3,179
THE GIDEONS
PO BOX 140800NASHVILLETN37214PCMINISTRY GRANT$215
CARING CHOICES
580 MANZANITA AVE SUITE 5CHICOCA95926PCMINISTRY GRANT$500
FEMINISTS CHOOSING LIFE OF NEW YORK
1545 EAST AVENUEROCHESTERNY14610PCMINISTRY GRANT$250
BEMA DISCIPLESHIP
PO BOX 77MISHAWAKAIN46546PCMINISTRY GRANT$521
LEAH NEW YORK
PO BOX 634ELMIRANY14902PCMINISTRY GRANT$189
ELIM FOLLOWHIP
1703 DALTON RDLIMANY14485PCMINISTRY GRANT$400
CHRISTIAN BROADCASTING NETWORK
977 CENTERVILLE TURNPIKEVIRGINA BEACHVA22463PCMINISTRY GRANT$175
ROCHESTER CHRISTIAN SCHOOL
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT - MUSIC ROOM$24,287
TOWN OF PERINTON
TURK HILL ROADFAIRPORTNY14450GOVCLASSES FOR RCS STUDENTS$588
ROCHESTER CHRISTIAN SCHOOL
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT FOR MEDICAL EQUIPMENT$2,432
CHILD EVANGELISM FELLOWSHIP
PO BOX 207NORTH CHILINY14514PCMINISTRY GRANT$750
FLOWER CITY WORK CAMP
1890 HARRIS ROADPENFIELDNY14526PCMINISTRY GRANT$130
FRIENDS OF ISRAEL GOSPEL MINISTRY
PO BOX 908BELLMAWRNJ08099PCMINISTRY GRANT$275
MT BETHEL CHRISTIAN ACADEMY
4385 LOWER ROSWELL ROADMARIETTAGA30068PCEDUCATIONAL MINISTRY GRANT$20,355
REVELATION MEDIA
POO BOX 850005RICHARDSONTX75085PCMINISTRY CONTRIBUTION$100
ROCHESTER CHRISTIAN SCHOOL FOUNDATI
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT$520
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,162TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$199ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,682ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$10,628RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,881ExclusionAmt
Related Or Exempt Function Incm-$10,628RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,253TotalIncomeProducingActyAmt

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 NIGHTENGALE WOODSAddressLine1Txt
CityFAIRPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14450ZIPCd
FieldValueIRS element (for citing)
Total Contributions$59,360TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHARES SHELLNoncashPropertyDesc
Fair Market Value$59,360FairMarketValueAmt
Received2023-06-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$625NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OCWEN FINANCIAL CORP$34,140$25,623
OTHER$20,466$37,862
BROADSTONE NET LEASE REIT$1,174,660$878,220
ROYAL DUTCH SHELL-B
DISCOVRY INC$47,514$22,760
ORION OFFICE REIT INC$2,155$572
BUTTERFLY NETWORK INC
CARNIVAL CORP
FUELCELL ENERGY INC$17,594$6,400
VERIZON COMMUNICATIONS$38,887$37,700
AT&T INC COM$90,799$83,900
CAPITAL ONE FINANCIAL CORP DEP SHS REPST$29,736$31,134
CITIGROUP CAP XIII 7.875%FX/FL$27,995$28,540
M & T BANK CORP$44,850$48,600
ZIONS BANCORPORATION N A$63,734$75,900

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN FMV AND BOOK NONCASH CONTR$22,930
FEDERAL EXCISE TAX PAID$2,286

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS LICENSES$165$83$82
OFFICE EXPENSES$42$21$21

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE TAX$225$112$113
NYS TAX$250$125$125

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