BETA

SMEENK FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SMEENK FAMILY FOUNDATION INC (EIN 46-3627427)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349101795
Schema version
2021v4.0
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)
Return2022-05-12T10:10:21-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161559159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOKES VISCA AND CO LLP CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 GOODWAY DRAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-12SignatureDt
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

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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$821,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$48,506ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$19,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,368DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,368DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$77,312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$270,580GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,312CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$77,312NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$145,192TotalRevAndExpnssAmt
Total Net Invst Incm$96,686TotalNetInvstIncmAmt
Total Adj Net Incm$96,686TotalAdjNetIncmAmt
Taxes Rev And Expnss$613TaxesRevAndExpnssAmt
Taxes Net Invst Incm$450TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$163TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$387OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$194OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$193OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$644TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$356TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,842ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,842ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,842TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$644TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,198TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,350ExcessRevenueOverExpensesAmt
Net Investment Income$96,042NetInvestmentIncomeAmt
Adjusted Net Income$96,686AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,443CashBOYAmt
Cash EOY$50,913CashEOYAmt
Cash EOYFMV$50,913CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,268SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,064SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,064SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$702,980CorporateStockBOYAmt
Corporate Stock EOY$651,525CorporateStockEOYAmt
Corporate Stock EOYFMV$681,094CorporateStockEOYFMVAmt
Total Assets BOY$712,691TotalAssetsBOYAmt
Total Assets EOY$791,502TotalAssetsEOYAmt
Total Assets EOYFMV$821,071TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$712,691NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$791,502NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$712,691TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$791,502TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$712,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$791,502TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$712,691TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,350ExcessRevenueOverExpensesAmt
Other Increases$5,461OtherIncreasesAmt
Subtotal$791,502SubtotalAmt
Tot Net Ast Or Fund Balances EOY$791,502TotNetAstOrFundBalancesEOYAmt

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$268,000$193,268$74,732$74,732
CAPITAL GAIN DISTRIBUTIONS$32$32$32
SECTION 1256 CONTRACTS$2,548$2,548$2,548
FieldValueIRS element (for citing)
Capital Gain Net Income$77,312CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$77,312NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,335InvestmentIncomeExciseTaxAmt
Subtotal$1,335SubtotalAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$1,341TaxDueAmt
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 Line1TD AMERITRADEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8006693900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2577AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68103ZIPCd
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 EDUCATIONAL NEED,MDescription1Txt
Expenses1$70,842Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$711,130AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$742,859TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$742,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$731,716NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Total Tax$1,335TotalTaxAmt
Distributable Before Adj$35,251DistributableBeforeAdjAmt
Distributable Before Ded$35,251DistributableBeforeDedAmt
Distributable As Adjusted$35,251DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,198ExpensesAndContributionsAmt
Qualifying Distributions$71,198QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,251DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$60,405ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,405TotalExcessDistributionCyovAmt
Qualifying Distributions$71,198QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,251AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,947RemainingDistriFromCorpusAmt
Total Corpus$96,352TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,352ExcessDistriCyovToNextYrAmt
Excess From Year1$60,405ExcessFromYear1Amt
Excess From Current Year$35,947ExcessFromCurrentYearAmt

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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACLJ
PO BOX 90555WASHINGTONDC20090PCMINISTRY GRANT$1,000
AMERICAN BIBLE SOCIETY
PO BOX 96812WASHINGTONDC20090PCMINISTRY GRANT$250
CAMP HICKORY HILL
2970 KOHLER ROADVARYSBURGNY14167PCMINISTRY GRANT$1,000
CARE NET
184 EAST UNION STREETNEWARKNY14513PCMINISTRY GRANT$500
COMPASS CARE
300 WHITE SPRUCE BLVDROCHESTERNY14623PCMINISTRY GRANT$300
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997PCMINISTRY GRANT$1,618
CRU
100 LAKE HART DRIVEORLANDOFL32832PCMINISTRY GRANT$1,294
FOCUS ON THE FAMILY
540 ELKTON DRIVECOLORADO SPRINGSCO80907PCMINISTRY GRANT$1,075
GEBHARDT NEIGHBORHOOD OUTREACH
918 GOODMAN ST NROCHESTERNY14609PCMINISTRY GRANT$1,090
HOCKEY MINISTRIES INTERNATIONAL
PCMINISTRY GRANT$5001100 AVE DES CANADIENSMONTREALMONTREALCA25604
INSIGHT FOR LIVING
PO BOX 26900PLANOTX75026PCMINISTRY GRANT$600
JEWS FOR JESUS
60 HAIGHT STREETSAN FRANCISCOCA94102PCMINISTRY GRANT$500
NEW YORKERS FOR CONSTITUTIONAL
PO BOX 107SPENCERPORTNY14559PCMINISTRY GRANT$500
OPEN DOOR MISSION
PO BOX 14236ROCHESTERNY14614PCMINISTRY GRANT$500
PITTSFORD COMMUNITY CHURCH
421 MARSH ROADPITTSFORDNY14534PCMINISTRY GRANT$23,126
PRC OF THE VALLEY INC
22 LIBERTY STREETBATHNY14810PCMINISTRY GRANT$550
PRISON FELLOWSHIP
PO BOX 1550MERRIFIELDVA22116PCMINISTRY GRANT$250
ROCHESTER CHRISTIAN SCHOOL
260 EMBURY ROADROCHESTERNY14625PCMINISTRY GRANT$15,863
ROCHESTER FAMILY MISSION
388 TREMONT STREETROCHESTERNY14608PCMINISTRY GRANT$500
SAMARITANS PURSE
PO BOX 3000BOONENC28607PCMINISTRY GRANT$1,331
THE CHARLES FINNEY SCHOOL
2070 FIVE MILE LINE ROADPENFIELDNY14526PCMINISTRY GRANT$3,500
TURNING POINT
PO BOX 3838SAN DIEGOCA92163PCMINISTRY GRANT$500
WORLD VISION
34834 WEYERHAEUSER WAYFEDERAL WAYWA98003PCMINISTRY GRANT$2,946
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903PCMINISTRY GRANT$3,100
YOUTH FOR CHRIST
PO BOX 30069ROCHESTERNY14603PCMINISTRY GRANT$2,500
THE GIDEONS
PO BOX 140800NASHVILLETN37214PCMINISTRY GRANT$60
441 MINISTRIES INC
2387 N LAKE AVEALTADENACA91001PCMINISTRY GRANT$1,000
CARING CHOICES
580 MANZANITA AVE SUITE 5CHICOCA95926PCMINISTRY GRANT$500
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260PCMINISTRY GRANT$250
BEMA DISCIPLESHIP
PO BOX 77MISHAWAKAIN46546PCMINISTRY GRANT$500
DR JAMES DOBSON FAMILY INSTITUTE
540 ELKTON DRIVE STE 201COLORADO sPRINGSCO80907PCMINISTRY GRANT$250
FAMILY RESEARCH COUNCIL
801 G STREET NWWASHINGTONDC20001PCMINISTRY GRANT$250
LEAH NEW YORK
PO BOX 634ELMIRANY14902PCMINISTRY GRANT$975
MUSEUM OF THE BIBLE
400 4TH ST SWWASHINGTONDC20024PCMINISTRY GRANT$20
NATIONAL RIGHT TO LIFE COMMITTEE IN
1446 DUKE STREETALEXANDRIAVA22314PCMINISTRY GRANT$150
ROCHESTER CHRISTIAN REFORMED CHURCH
2750 ATLANTIC AVEPENFIELDNY14526PCMINISTRY GRANT$494
THE JESUS FILM PROJECT
PO BOX 628222ORLANDOFL32862PCMINISTRY GRANT$1,000
UNITED METHODIST CHURCH OF WEBSTER
169 E MAIN STREETWEBSTERNY14580PCMINISTRY GRANT$250
ELIM FOLLOWHIP
1703 DALTON RDLIMANY14485PCMINISTRY GRANT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,842TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$77,312RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,374ExclusionAmt
Related Or Exempt Function Incm$77,312RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,686TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ARNOLD ANNE SMEENK
13 NIGHTENGALE WOODSFAIRPORTNY14450$9,430Yes (X)
ARNOLD ANNE SMEENK
23 NIGHTENGALE WOODSFAIRPORTNY14450$5,330Yes (X)
ARNOLD ANNE SMEENK
33 NIGHTENGALE WOODSFAIRPORTNY14450$14,880Yes (X)
ARNOLD ANNE SMEENK
43 NIGHTENGALE WOODSFAIRPORTNY14450$10,600Yes (X)
ARNOLD ANNE SMEENK
53 NIGHTENGALE WOODSFAIRPORTNY14450$5,066Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110 HUNTSMAN STOCK OPTIONS$9,4302021-01-21
210 FORD CALLS$5,3302021-04-22
31000 SHARES FORD STOCK$14,8802021-07-06
45 RDSB CALLS$10,6002021-12-16
5133 OCN SHARES$5,0662021-12-16

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GENWORTH HOLDINGS INC$13,953$16,200
BANCO SANTANDE
UNITED STATES OIL FUND LP
GENERAL ELECTRIC CO
GROUPON INC$37,053$11,580
BANK OF MONTREAL
PRINCIPAL FINANCIAL GROUP$23,080$36,165
ALLIANZGI COV & INCOME FD
OCWEN FINANCIAL CORP$34,140$33,295
VEREIT INC
OTHER$56,400$62,387
BROADSTONE NET LEASE REIT$203,580$322,660
ROYAL DUTCH SHELL-B$257,724$173,400
DISCOVRY INC$23,410$23,540
ORION OFFICE REIT INC$2,185$1,867

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$222$111$111

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS CORRECTION$1,159
NON TAXABLE DISTRIBUTIONS$4,302

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE TAX$225$112$113
FEDERAL TAX$288$288
NYS TAX$100$50$50

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