TSENGAS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TSENGAS FOUNDATION (EIN 27-6980239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-09
- IRS object ID
- 202521909349100817
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-09T15:47:15-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 W MARKET ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443137114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276980239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TSENGAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TSEN | BusinessNameControlTxt |
| Phone | 4403820524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8232 MANOR GATE WAY | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN TSENGAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4403820524 | PhoneNum |
| Signature | 2025-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC T STREET CPA | PreparerPersonNm |
| PTIN | P01696314 | PTIN |
| Phone | 3308677350 | PhoneNum |
| Preparation | 2025-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $629,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$4,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,457 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $329 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $330 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,682 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,682 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,878 | CashBOYAmt |
| Cash EOY | $48,657 | CashEOYAmt |
| Cash EOYFMV | $48,657 | CashEOYFMVAmt |
| Corporate Stock BOY | $497,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $427,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $580,527 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $513,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $476,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $629,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $513,809 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $476,365 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $513,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $513,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $476,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $513,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $476,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $476,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CRWD - CROWDSTRIKE HLDGS INC | 2020-09-11 | 2024-12-09 | $26,682 | $9,594 | $17,088 | $17,088 | |
| VCIT - VANGUARD INTERMEDIATE | 2020-07-09 | 2024-12-24 | $25,084 | $29,862 | -$4,778 | -$4,778 | |
| JMSIX - JPMORGAN INCOME | 2020-09-11 | 2024-12-12 | $56,771 | $63,024 | -$6,253 | -$6,253 | |
| DBLEX - DOUBLELINE EMERGING MARK ETS FIXED INC | 2020-09-11 | 2024-12-24 | $26,604 | $30,423 | -$3,819 | -$3,819 | |
| PHYZX - PGIM HIGH YIELD | 2020-09-11 | 2024-12-24 | $38,302 | $42,825 | -$4,523 | -$4,523 | |
| UIINX - VICTORY INCOME INSTITUTIONAL | 2020-09-11 | 2024-12-24 | $69,031 | $78,524 | -$9,493 | -$9,493 | |
| RICIX - T. ROWE PRICE INTL DISCIPLINED | 2020-09-11 | 2024-12-27 | $33,388 | $33,534 | -$146 | -$146 | |
| JMSIX - JPMORGAN INCOME | 2023-12-29 | 2024-12-12 | $251 | $278 | -$27 | -$27 | |
| DBLEX - DOUBLELINE EMERGING MARK ETS FIXED INC | 2023-12-29 | 2024-12-24 | $134 | $153 | -$19 | -$19 | |
| PHYZX - PGIM HIGH YIELD | 2023-12-29 | 2024-12-24 | $213 | $238 | -$25 | -$25 | |
| KRMD - KORU MED SYS INC | 2020-09-11 | 2024-10-21 | $5,085 | $18,054 | -$12,969 | -$12,969 | |
| AIFD - TCW ARTIFICIAL INTELLIGENCE | 2020-09-11 | 2024-05-03 | $22 | $15 | $7 | $7 | |
| CAPITAL GAINS DIVIDENDS | $2,657 | $2,657 | $2,657 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,300 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$71 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $222 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN TSENGAS | IndividualWithBooksNm |
| Phone | 4403546500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8232 MANOR GATE WAY | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN TSENGAS | ||||||||
| 8232 MANOR GATE WAY | MENTOR | OH | 44060 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EVANGELIA TSENGAS | ||||||||
| 8232 MANOR GATE WAY | MENTOR | OH | 44060 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| NICHOLAS S TSENGAS | ||||||||
| 37929 STONEY LAKE DR | NORTH RIDGEVILLE | OH | 44039 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KONSTANTINE S TSENGAS | ||||||||
| 6433 DEER HAVEN DR | CONCORD | OH | 44077 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WAS CREATED TO MAKE CHARITABLE DONATIONS TO RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $465,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $496,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $496,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $489,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $24,238 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,238 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,238 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,137 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,408 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,238 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,899 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,307 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,408 | ExcessFromYear3Amt |
| Excess From Current Year | $6,899 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN TSENGAS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN TSENGAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8232 MANOR GATE WAY | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4403546500 | RecipientPhoneNum |
| Form And Info And Materials | CHARITABLE ORGANIZATION MUST PROVE INFORMATION AS BEING A 501(C)(3) OF THE INTERNAL REVENUE CODE CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITY MUST BE FOR A RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREEK ORTHODOX ARCHDIOCESE OF AMERICA | ||||||
| 8 EAST 79TH STREET | NEW YORK CITY | NY | 10075 | EXEMPT | GENERAL | $1,000 |
| HELLENIC COLLEGE & HOLY CROSS SEMINARY | ||||||
| 50 GODDARD AVENUE | BROOKLINE | MA | 02445 | EXEMPT | GENERAL | $250 |
| INT ORTHODOX CHRISTIAN CHARITIES | ||||||
| PO BOX 17398 | BALTIMORE | MD | 21297 | EXEMPT | GENERAL | $1,000 |
| LAKE HEALTH FOUNDATION | ||||||
| 7590 AUBURN RD | CONCORD TWP | OH | 44077 | EXEMPT | GENERAL | $2,000 |
| LAKE HUMANE SOCIETY | ||||||
| 7564 TYLER BLVD BLDG E | MENTOR | OH | 44060 | EXEMPT | GENERAL | $500 |
| LAKELAND COMMUNITY COLLEGE FOUNDATION | ||||||
| 7700 CLOCKTOWER DRIVE | KIRTLAND | OH | 44094 | EXEMPT | GENERAL | $2,000 |
| OHIO STATE UNIV - COLLEGE OF VETERINARY MEDICINE | ||||||
| 1900 COFFEY RD | COLUMBUS | OH | 43210 | EXEMPT | GENERAL | $3,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | EXEMPT | GENERAL | $750 |
| ST GREGORY PALAMAS MONASTERY | ||||||
| 934 CR 2256 | PERRYSVILLE | OH | 44864 | EXEMPT | GENERAL | $600 |
| ST HERMAN'S FOCUS CLEVELAND | ||||||
| 4410 FRANKLIN BLVD | CLEVELAND | OH | 44113 | EXEMPT | GENERAL | $750 |
| ST NEKTARIOS MONASTERY | ||||||
| 100 ANAWANDA LAKE RD | ROSCOE | NY | 12776 | EXEMPT | GENERAL | $600 |
| STS CONSTATINE & HELEN GREEK ORTHODOX CATHEDRAL | ||||||
| 3352 MAYFIELD ROAD | CLEVELAND HTS | OH | 44118 | EXEMPT | GENERAL | $2,380 |
| THE FINE ARTS ASSOCIATION - WILLOUGHBY OH | ||||||
| 38660 MENTOR AVE | WILLOUGHBY | OH | 44094 | EXEMPT | GENERAL | $500 |
| THE OHIO ACADEMY OF SCIENCE | ||||||
| 5930 WILCOX PLACE SUITE F | DUBLIN | OH | 43016 | EXEMPT | GENERAL | $100 |
| UNIVERSITY AT BUFFALO STATE UNIVERSITY OF NEW YORK | ||||||
| PO BOX 900 | BUFFALO | NY | 14226 | EXEMPT | GENERAL | $10,000 |
| UNIVERSITY OF ROCHESTER FOUNDATION | ||||||
| 2-202H CAROLG SIMON HALL | ROCHESTER | OH | 14627 | EXEMPT | GENERAL | $500 |
| UT FOUNDATION - CADE | ||||||
| 4510 DORR STREET - MS 820 | TOLEDO | OH | 43615 | EXEPMT | GENERAL | $1,000 |
| WORLD VISION | ||||||
| PO BOX 70359 | TACOMA | WA | 98481 | EXEMPT | GENERAL | $1,002 |
| GREEK ORTHODOX METROPOILIS - PITTSBURGH | ||||||
| 8 E 79TH STREET | NEW YORK CITY | NY | 10075 | EXEMPT | GENERAL | $500 |
| HOLY ASCENSION - CLEARWATER FL | ||||||
| 1440 LAURA ST | CLEARWATER | FL | 33755 | EXEMPT | GENERAL | $1,000 |
| DRS WITHOUT BORDERS | ||||||
| PO BOX 5023 | HAHERSTOWN | MD | 21741 | EXEMPT | GENERAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,682 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,843 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 458 SHS TCW ARTIFICIAL INTELLIGENCE | $8,287 | $13,415 |
| 492 SHS GLOBAL X AUTONOM | $7,855 | $11,296 |
| 109.1093 SHS VANGUARD REAL ESTATE | $9,395 | $9,719 |
| 1,016.5051 SHS ICICI BANK LTD | $11,628 | $30,353 |
| 395.0660 SHS JANUS HENDERSON GLB TECH | $20,248 | $25,027 |
| 81 SHS VANGUARD CONSUMER | $19,774 | $30,406 |
| 50 SHS CROWDSTRIKE HLDGS INC | $6,396 | $17,108 |
| 129 SHS TESLA INC | $16,087 | $52,095 |
| 177 SHS APPLE INC | $19,857 | $44,324 |
| 100 SHS INVESCO QQQ TRUST | $20,000 | $51,123 |
| 545.5376 SHS VANGUARD FTSE EMERGING | $22,743 | $24,025 |
| 225.6638 SHS VANGUARD SMALL CAP VALUE | $29,138 | $44,722 |
| 250 SHS ADVANCED MICRO DEVICE IN | $31,562 | $30,198 |
| 500 SHS BARRICK GOLD CORP | $7,828 | $7,750 |
| 500 SHS EVERUS CONSTR GROUP INC | $36,140 | $32,875 |
| 500 SHS STRIDE INC | $53,214 | $51,965 |
| 500 SHS TALEN ENERGY CORP NEW | $104,105 | $100,735 |
| 100 SHS VANECK GOLD MINERS ETF | $3,451 | $3,391 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OHIO FILING FEE | $330 | $0 | $0 | $330 |
| US EXCISE TAX | $329 | $329 | $0 | $0 |