Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 06-01-2023 , and ending 05-31-2024
Name of foundation
ALFRED & TILLIE SHEMANSKI FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

91-6027124
B Telephone number (see instructions)

(425) 709-4264
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,450,596J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 64,405 63,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,023
b Gross sales price for all assets on line 6a 588,734
7 Capital gain net income (from Part IV, line 2)... 110,023
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,652    
12 Total. Add lines 1 through 11........ 176,080 173,865  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,865 18,649   6,216
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,685 347   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,801 4,801    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,401 23,797 0 7,266
25 Contributions, gifts, grants paid....... 104,000 104,000
26 Total expenses and disbursements. Add lines 24 and 25 140,401 23,797 0 111,266
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,679
b Net investment income (if negative, enter -0-) 150,068
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 94,638 119,338 119,338
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,958,931 Click to see attachment
List of Attached Documents:
// Content
1,969,285 		2,331,258
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,053,569 2,088,623 2,450,596
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,053,569 2,088,623
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,053,569 2,088,623
30 Total liabilities and net assets/fund balances (see instructions). 2,053,569 2,088,623
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,053,569
2
Enter amount from Part I, line 27a .....................
2
35,679
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
214
4
Add lines 1, 2, and 3 ..........................
4
2,089,462
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
839
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,088,623
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 7. ALLSTATE CORP COM   2023-01-05 2023-08-30
b 5. ALLSTATE CORP COM   2023-01-05 2024-01-23
c 23. ALPHABET INC   2018-04-16 2024-01-23
d 14. AMAZON COM INC   2016-07-19 2023-08-30
e 7. AMERICAN EXPRESS CO INC COM   2023-03-28 2023-08-30
6. AMERICAN EXPRESS CO INC COM   2023-03-28 2024-01-23
6. AMERICAN WATER WORKS CO INC   2023-03-28 2023-08-30
4. AMERICAN WATER WORKS CO INC   2023-03-28 2024-01-23
18. AMPHENOL CORP   2018-11-26 2023-08-30
13. AMPHENOL CORP   2023-01-05 2024-01-23
26. APPLE INC   2008-01-25 2023-08-30
142. APPLE INC   2008-01-25 2024-04-03
32. BANK OF AMERICA CORP   2017-03-22 2023-08-30
25. BANK OF AMERICA CORP   2017-03-22 2024-01-23
50000. BANK OF AMERICA CORPDTD 4/1/2014 4.00000   2015-12-18 2024-04-01
15. BIOMARIN PHARMACEUTICAL INC   2023-01-05 2023-08-30
11. BIOMARIN PHARMACEUTICAL INC   2023-01-05 2024-01-23
95. BIOMARIN PHARMACEUTICAL INC     2024-04-03
12. BROADCOM INC   2021-02-04 2023-08-30
2. BROADCOM INC   2021-02-04 2024-01-23
84. CAMECO CORP   2018-07-24 2023-08-30
64. CAMECO CORP   2018-07-24 2024-01-23
7. CHEVRON CORP   2023-01-05 2023-08-30
86. CHEVRON CORP   2023-01-05 2023-11-22
1. COSTCO WHOLESALE CORP   2011-10-28 2023-08-30
9. COSTCO WHOLESALE CORP   2011-10-28 2024-04-03
14. CUBESMART REIT   2023-06-21 2024-01-23
47. CUMMINS INC   2021-02-04 2023-08-30
3. DANAHER CORP   2018-04-16 2023-08-30
35. DANAHER CORP     2023-11-22
10. FISERV INC COM   2023-08-30 2024-01-23
41. FREEPORT-MCMORAN INC   2021-02-04 2023-08-30
34. FREEPORT-MCMORAN INC   2021-02-04 2024-01-23
18. GE HEALTHCARE TECHNOLOGIES INC   2023-03-28 2024-01-23
15. HESS CORP   2023-01-05 2023-08-30
12. HESS CORP   2023-01-05 2024-01-23
41. HOME DEPOT INC   2013-05-17 2023-06-21
4. HONEYWELL INTERNATIONAL INC   2023-01-05 2023-08-30
2. HONEYWELL INTERNATIONAL INC   2023-01-05 2024-01-23
322. HOST HOTELS & RESORTS INC   2023-01-05 2023-06-21
11. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-08-11 2023-08-30
29. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-08-11 2024-01-23
125. INVITATION HOMES INC   2023-01-05 2023-08-30
18. INVITATION HOMES INC   2023-01-05 2024-01-23
723. ISHARES GOLD TRUST   2000-01-01 2023-06-30
723. ISHARES GOLD TRUST   2000-01-01 2023-07-31
723. ISHARES GOLD TRUST   2000-01-01 2023-08-31
775. ISHARES GOLD TRUST   2000-01-01 2023-09-30
775. ISHARES GOLD TRUST   2000-01-01 2023-10-31
775. ISHARES GOLD TRUST   2000-01-01 2023-11-30
775. ISHARES GOLD TRUST   2000-01-01 2023-12-31
34.85 JPMORGAN HEDGED EQUITY FUND   2022-06-03 2023-08-30
25. JOHNSON & JOHNSON   2023-01-05 2023-08-30
6. JOHNSON & JOHNSON   2023-01-05 2024-01-23
.45 KENVUE INC   2023-08-30 2023-09-11
42. KENVUE INC   2023-08-30 2024-01-23
305. KRAFT HEINZ CO   2020-08-11 2023-08-30
2. LULULEMON ATHLETICA INC   2023-06-21 2024-01-23
10. MICROSOFT CORP   2012-03-21 2023-08-30
75. MOLSON COORS BREWING CO     2023-08-30
16. MOLSON COORS BREWING CO   2023-01-05 2024-01-23
189. MOLSON COORS BREWING CO   2023-01-05 2024-04-03
4069.37 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2024-01-23
85. NEXTERA ENERGY INC   2018-07-24 2023-06-21
53. NVIDIA CORP   2020-06-03 2023-08-30
34. PG&E CORP   2023-06-21 2024-01-23
3. PARKER HANNIFIN CORP COM   2021-02-04 2023-08-30
3. PARKER HANNIFIN CORP COM     2024-01-23
6. PEPSICO INC CAP   2023-01-05 2023-08-30
5. PEPSICO INC CAP   2023-01-05 2024-01-23
181.65 PRINCIPAL MIDCAP FUND   2018-01-19 2023-08-30
162.76 PRINCIPAL MIDCAP FUND   2018-01-19 2024-01-23
105. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2023-08-30
3. S&P GLOBAL INC   2023-01-05 2024-01-23
9. S&P GLOBAL INC   2023-01-05 2024-04-03
11. T-MOBILE US INC   2023-01-05 2023-08-30
8. T-MOBILE US INC   2023-01-05 2024-01-23
5. TRACTOR SUPPLY CO COM   2023-01-05 2023-08-30
3. TRACTOR SUPPLY CO COM   2023-01-05 2024-01-23
14.06 UNDISCOVERED MGRS BEHAVR VALUE FUND   2021-02-04 2023-08-30
1. UNITEDHEALTH GROUP INC   2023-01-05 2023-08-30
1. UNITEDHEALTH GROUP INC   2023-01-05 2024-01-23
214. VANGUARD FTSE DEV MKTS ETF $1.11400   2023-08-30 2024-01-23
667. VANGUARD FTSE EMERGING MKTS ETF $1.05000     2024-01-23
.67 VERALTO CORP   2018-04-16 2023-10-02
11. VERALTO CORP   2014-08-21 2023-11-22
6. VULCAN MATERIALS CO COM   2023-01-05 2023-08-30
5. VULCAN MATERIALS CO COM   2023-01-05 2024-01-23
46. WELLS FARGO & COMPANY   2023-01-05 2023-08-30
38. WELLS FARGO & COMPANY   2023-01-05 2024-01-23
2. WEST PHARMACEUTICAL SERVICES INC   2023-01-05 2023-08-30
1. WEST PHARMACEUTICAL SERVICES INC   2023-01-05 2024-01-23
16. WEST PHARMACEUTICAL SERVICES INC   2023-01-05 2024-04-03
24. WHEATON PRECIOUS METALS CORP   2020-08-11 2023-08-30
20. WHEATON PRECIOUS METALS CORP   2020-08-11 2024-01-23
8. WYNN RESORTS LTD   2023-03-28 2023-08-30
96. WYNN RESORTS LTD   2023-03-28 2023-11-22
7. XYLEM INC   2023-03-28 2023-08-30
4. XYLEM INC   2023-03-28 2024-01-23
3. ZSCALER INC   2023-11-22 2024-01-23
3723.16 CHARITABLE INTL EQUITY FUND   2021-07-13 2023-08-30
8. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-22 2024-01-23
6. STERIS PLC   2023-03-28 2023-08-30
5. STERIS PLC   2023-03-28 2024-01-23
61. STERIS PLC   2023-03-28 2024-04-03
175. TRANSOCEAN LTD FGN COM   2023-08-30 2024-01-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 758   971 -213
b 774   694 80
c 3,362   1,195 2,167
d 1,888   519 1,369
e 1,123   1,128 -5
1,109   967 142
838   860 -22
504   573 -69
1,588   766 822
1,265   1,001 264
4,864   126 4,738
24,181   686 23,495
929   734 195
811   574 237
50,000   50,000  
1,405   1,613 -208
1,022   1,183 -161
8,313   9,568 -1,255
10,706   5,610 5,096
2,434   935 1,499
3,108   918 2,190
3,027   700 2,327
1,121   1,233 -112
12,402   15,147 -2,745
540   85 455
6,345   762 5,583
634   628 6
10,878   10,925 -47
791   302 489
7,745   1,879 5,866
1,407   1,227 180
1,642   1,214 428
1,293   1,007 286
1,309   1,378 -69
2,319   2,121 198
1,655   1,697 -42
12,380   3,149 9,231
753   824 -71
402   412 -10
5,321   5,092 229
1,654   1,228 426
4,528   3,237 1,291
4,276   3,609 667
603   520 83
6   5 1
6   5 1
6   5 1
6   6  
6   6  
6   5 1
6   6  
983   853 130
4,112   4,479 -367
959   1,075 -116
11   10 1
871   968 -97
10,254   10,675 -421
953   758 195
3,281   320 2,961
4,732   3,833 899
1,000   791 209
12,894   9,347 3,547
68,935   69,544 -609
6,433   3,575 2,858
26,229   4,645 21,584
558   586 -28
1,249   829 420
1,406   870 536
1,086   1,067 19
831   889 -58
6,589   5,156 1,433
6,320   4,619 1,701
9,041   3,062 5,979
1,336   1,014 322
3,832   3,042 790
1,513   1,586 -73
1,316   1,153 163
1,111   1,097 14
684   658 26
1,116   984 132
494   493 1
515   493 22
9,967   9,825 142
26,229   26,658 -429
50   23 27
804   225 579
1,307   1,062 245
1,119   885 234
1,914   1,953 -39
1,842   1,613 229
820   475 345
348   237 111
6,215   3,798 2,417
1,048   1,215 -167
926   1,013 -87
795   856 -61
8,395   10,266 -1,871
724   703 21
452   402 50
725   573 152
113,706   123,976 -10,270
704   613 91
1,392   1,119 273
1,079   931 148
13,224   11,353 1,871
968   1,431 -463
      6,663
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      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
      6,663
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -213
b       80
c       2,167
d       1,369
e       -5
      142
      -22
      -69
      822
      264
      4,738
      23,495
      195
      237
       
      -208
      -161
      -1,255
      5,096
      1,499
      2,190
      2,327
      -112
      -2,745
      455
      5,583
      6
      -47
      489
      5,866
      180
      428
      286
      -69
      198
      -42
      9,231
      -71
      -10
      229
      426
      1,291
      667
      83
      1
      1
      1
       
       
      1
       
      130
      -367
      -116
      1
      -97
      -421
      195
      2,961
      899
      209
      3,547
      -609
      2,858
      21,584
      -28
      420
      536
      19
      -58
      1,433
      1,701
      5,979
      322
      790
      -73
      163
      14
      26
      132
      1
      22
      142
      -429
      27
      579
      245
      234
      -39
      229
      345
      111
      2,417
      -167
      -87
      -61
      -1,871
      21
      50
      152
      -10,270
      91
      273
      148
      1,871
      -463
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 110,023
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,086
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,086
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,086
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,836
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,836
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 750
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow750 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowKEYBANK NA Telephone no.right arrow (216) 813-4556

Located atright arrow4900 TIEDEMAN RD OH-01-49-0150BROOKLYNOH ZIP+4right arrow44140
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KEYBANK N A TRUSTEE
1 		24,865    
41301 5TH AVENUE
SEATTLE,WA98101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,334,228
b
Average of monthly cash balances.......................
1b
3,005
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,337,233
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,337,233
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,058
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,302,175
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
115,109
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
115,109
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,086
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,086
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,023
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
113,023
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
113,023
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
111,266
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
111,266
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 113,023
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 9,554
f Total of lines 3a through e ........ 9,554
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 111,266
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 111,266
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 1,757 1,757
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,797
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		7,797
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 7,797
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DIANA SHINER KEYBANK
1301 5TH AVE
SEATTLE,WA98101
(206) 343-6827
bThe form in which applications should be submitted and information and materials they should include:
APPLY BY LETTER INCLUDE TAX ID#, IRS EXEMPT LETTER, SPECIFIC PROJECT/PROGRAM AND AMOUNT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO MEDICAL, RELIGIOUS, YOUTH SERVICES EDUCATOR OR ARTS ORIENTED ORG. IN KING COUNTY AREA
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SEATTLE UNIVERSITY

901 12TH AVE
Seattle,WA98122 		NONE PC GENERAL OPERATING 3,000

COLLEGE SUCCESS FOUNDATION

1605 NW SAMMAMISH RD
ISSAQUAH,WA98027 		NONE PC GENERAL OPERATING 7,500

HERZL-NER TAMID CONSERVATIVE

3700 E MERCER WAY
MERCER ISLAND,WA98040 		NONE PC GENERAL OPERATING 5,000

JEWISH FEDERATION OF
GREATER SEATTLE
2031 3RD AVENUE
SEATTLE,WA98121 		NONE PC GENERAL OPERATING 5,000

NORTHWEST SCHOOL FOR
HEARING IMPAIRED
15303 WESTMINISTER WAY N
SEATTLE,WA98133 		NONE PC GENERAL OPERATING 2,000

SEATTLE CHILDREN'S
HOSPITAL FOUNDATION
PO BOX 5371
SEATTLE,WA98145 		NONE PC GENERAL OPERATING 5,000

STROUM JEWISH COMMUNITY
CENTER
3801 EAST MERCER WAY
MERCER ISLAND,WA98040 		NONE PC GENERAL OPERATING 5,000

TEMPLE BETH AM

2632 NE 80TH ST
SEATTLE,WA98115 		NONE PC GENERAL OPERATING 5,000

TEMPLE B'NAI TORAH
CONGREGATION
15727 NE 4TH STREET
BELLEVUE,WA98008 		NONE PC GENERAL OPERATING 3,200

TEMPLE DE HIRSCH SINAI

1511 PIKE STREET
SEATTLE,WA98122 		NONE PC GENERAL OPERATING 4,000

UNIVERSITY OF WASHINGTON

3720 15TH AVE NE
SEATTLE,WA98105 		NONE PC SCHOLARSHIPS 16,000

VOSH-NORTHWEST

15617 NE 91ST WAY
REDMOND,WA98052 		NONE PC GENERAL OPERATING 2,500

LIMMUD SEATTLE

4616 25TH AVE NE
SEATTLE,WA98105 		NONE PC GENERAL OPERATING 1,800

HOLOCAUST CENTER FOR HUMANITY

2045 2ND AVE
SEATTLE,WA98121 		NONE PC GENERAL OPERATING 10,000

RIVKIN CENTER

1200 12TH AVE S SUITE1110
SEATTLE,WA98144 		NONE PC GENERAL OPERATING 4,000

KLINE GALLAND

7500 SEWARD PARK AVE S
SEATTLE,WA98118 		NONE PC GENERAL OPERATING 15,000

CAMP SOLOMON SCHECHTER

117 E LOUISA STREET 110
SEATTLE,WA98102 		NONE PC FOR CAMPER PROGRAMMING 10,000
Total .................................right arrow 3a 104,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 64,405  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 110,023  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    14 1,652  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   176,080  
13Total. Add line 12, columns (b), (d), and (e)..................
13
176,080
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2023 InvestmentsOtherSchedule2
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED HOLDINGS REPORT      
46625H100 JP MORGAN CHASE & CO      
57060D108 MARKETAXESS HOLDINGS      
74256W584 PRINCIPAL MIDCAP FUN AT COST 59,201 95,847
904504842 UNDISCOVERED MGRS BE AT COST 60,010 94,527
98419M100 XYLEM INC AT COST 7,833 11,000
98978V103 ZOETIS INC      
65339F101 NEXTERA ENERGY INC      
20030N101 COMCAST CORP      
03027X100 AMERICAN TOWER CORP      
235851102 DANAHER CORP DEL      
72201U638 PIMCO MORTAGE OPP & AT COST 187,745 175,054
67066G104 NVIDIA CORP AT COST 7,785 49,335
962879102 WHEATON PRECIOUS MET AT COST 11,193 13,943
437076102 HOME DEPOT INC      
023135106 AMAZON COM INC AT COST 9,303 32,818
57636Q104 MASTERCARD INC      
957663503 WESTERN ASSET CORE P      
40168W525 GUGGENHEIM TOTAL RET AT COST 166,305 147,568
464288588 ISHARES BARCLAYS MBS      
594918104 MICROSOFT CORP AT COST 19,015 64,345
464287176 ISHARES BARCLAYS TIP AT COST 24,353 22,941
03076C106 AMERIPRISE FINANCIAL      
776696106 ROPER TECHNOLOGIES I      
11135F101 BROADCOM INC AT COST 11,221 31,885
998154223 CHARITABLE INTL EQUI AT COST 131,410 132,672
35671D857 FREEPORT-MCMORAN INC AT COST 9,566 22,727
58933Y105 MERCK & CO INC      
09061G101 BIOMARIN PHARMACEUTI AT COST 5,313 4,729
27826A144 PARAMETRIC VOL RSK P      
254687106 WALT DISNEY CO      
883556102 THERMO FISHER SCIENT      
032095101 AMPHENOL CORP AT COST 8,361 24,091
609207105 MONDELEZ INTERNATION      
690742101 OWENS CORNING INC      
22160K105 COSTCO WHOLESALE COR AT COST 592 5,669
060505104 BANK OF AMERICA CORP AT COST 7,754 13,517
46432F339 ISHARES EDGE MSCI US      
13321L108 CAMECO CORP AT COST 8,481 48,682
037833100 APPLE INC AT COST 744 29,607
169656105 CHIPOTLE MEXICAN GRI      
52106N459 LAZARD GLOBAL LISTED AT COST 34,047 36,180
231021106 CUMMINS INC      
464285204 ISHARES GOLD TRUST AT COST 26,677 34,092
75513E101 RAYTHEON TECHNOLOGIE      
824348106 SHERWIN WILLIAMS CO      
742718109 PROCTER & GAMBLE CO      
46137V357 INVESCO S&P 500 EQUA AT COST 91,396 122,511
701094104 PARKER HANNIFIN CORP AT COST 8,345 20,729
500754106 KRAFT HEINZ CO      
38246G108 GOODRX HOLDINGS INC      
46120E602 INTUITIVE SURGICAL I      
81181C104 SEAGEN INC      
02079K305 ALPHABET INC AT COST 9,627 46,748
592905509 METROPOLITAN WEST T/ AT COST 202,840 174,574
06051GFF1 BANK OF AMERICA CORP      
09857L108 BOOKING HOLDINGS INC      
478160104 JOHNSON & JOHNSON AT COST 13,795 11,294
42809H107 HESS CORP AT COST 22,479 24,502
641224415 NEUBERGER BERMAN EME      
36266G107 GE HEALTHCARE TECHNO AT COST 19,417 20,046
929160109 VULCAN MATERIALS CO AT COST 10,972 15,858
955306105 WEST PHARMACEUTICAL      
589509207 MERGER FUND $0.156 AT COST 28,525 28,470
46187W107 INVITATION HOMES INC AT COST 6,814 8,210
46637K281 JPMORGAN HEDGED EQUI AT COST 25,128 30,510
983134107 WYNN RESORTS LTD      
949746101 WELLS FARGO CO AT COST 20,293 28,642
78409V104 S&P GLOBAL INC AT COST 9,119 11,115
020002101 ALLSTATE CORP AT COST 9,573 11,559
025816109 AMERICAN EXPRESS CO AT COST 11,122 16,560
030420103 AMERICAN WATER WORKS AT COST 8,310 7,585
91324P102 UNITEDHEALTH GROUP I AT COST 7,884 7,926
09260C307 BLACKROCK SYSTEMATIC AT COST 28,980 29,393
872590104 T-MOBILE US INC AT COST 15,427 18,721
166764100 CHEVRON CORP      
60871R209 MOLSON COORS BREWING      
44107P104 HOST HOTELS & RESORT      
36256V783 GMO RESOURCES FUND $ AT COST 28,997 27,435
922042858 VANGUARD FTSE EMERGI      
957663669 WESTERN ASSET CORE P AT COST 168,814 139,069
922031786 VANGUARD LONG-TERM T AT COST 31,781 28,061
438516106 HONEYWELL INTERNATIO AT COST 8,855 8,694
713448108 PEPSICO INC AT COST 10,489 10,201
72201U455 PIMCO TRENDS MANAGED AT COST 32,368 29,882
G8473T100 STERIS PLC      
892356106 TRACTOR SUPPLY CO AT COST 11,189 14,550
000000000 MISCELLANEOUS ENTRY      
00771X419 GQG PART EMERG MKTS AT COST 50,000 55,580
039483102 ARCHER DANIELS MIDLA AT COST 9,053 9,054
229663109 CUBESMART AT COST 7,836 7,573
337738108 FISERV INC AT COST 15,824 19,319
37637K108 GITLAB INC AT COST 8,558 7,126
38142V845 GOLDMAN SACHS INTL E AT COST 68,247 78,267
46653M849 JOHCM INTERNATIONAL AT COST 22,749 24,520
49177J102 KENVUE INC AT COST 15,405 13,491
532457108 LILLY ELI & CO AT COST 10,123 10,664
550021109 LULULEMON ATHLETICA AT COST 14,741 12,168
69331C108 PG&E CORP AT COST 7,024 7,601
74926P316 RBC EMERGING MARKETS AT COST 40,950 45,160
921943858 VANGUARD FTSE DEV MK AT COST 12,947 14,303
98980G102 ZSCALER INC AT COST 13,826 12,407
G7997R103 SEAGATE TECHNOLOGY H AT COST 7,810 9,510
H8817H100 TRANSOCEAN LTD AT COST 24,744 20,441

TY 2023 OtherDecreasesSchedule
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Description Amount
PY ROC ADJUSTMENT 839


TY 2023 OtherExpensesSchedule
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - PROCEEDS 41 41   0
OTHER EXPENSE (NON-DEDUCTIBLE 4,750 4,750   0
OTHER EXPENSE 10 10   0


TY 2023 OtherIncomeSchedule2
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,652 0  


TY 2023 OtherIncreasesSchedule
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Description Amount
COST BASIS ADJUSTMENT 214


TY 2023 TaxesSchedule
Name:
ALFRED & TILLIE SHEMANSKI FUND
EIN:
91-6027124
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 218 218   0
FEDERAL TAX PAYMENT - PRIOR YE 2,502 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,836 0   0
FOREIGN TAXES ON NONQUALIFIED 129 129   0