TSENGAS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TSENGAS FOUNDATION (EIN 27-6980239)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202141279349101704
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T12:31:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341082617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE GROWTH PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25550 CHAGRIN BLVD STE 401 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276980239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | TSENGAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT M NEMETH CPA | PreparerPersonNm |
| PTIN | P00152589 | PTIN |
| Phone | 2166743800 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $643,908 | 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 | $13,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $336,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,665 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,446 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,378 | CashBOYAmt |
| Cash EOY | $4,406 | CashEOYAmt |
| Cash EOYFMV | $4,406 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,034 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $528,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $563,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $639,502 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $576,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $567,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $643,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $576,509 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $567,549 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $576,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $567,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $363 | OtherIncreasesAmt |
| Subtotal | $567,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16.3755 SHS AT&T INC | 2020-09-11 | $487 | $523 | -$36 | -$36 | ||
| 21.6270 SHS AQR LARGE CAP DEVENSIVE | 2020-08-04 | $528 | $461 | $67 | $67 | ||
| 42.7510 SHS BAIRD CORE PLUS BOND | 2020-11-10 | $519 | $498 | $21 | $21 | ||
| 17.5137 SHS CAMBRIA GLOBAL VALUE | 2020-07-09 | $319 | $360 | -$41 | -$41 | ||
| 6.3161 SHS CVS HEALTH CORP | 2020-09-11 | $364 | $407 | -$43 | -$43 | ||
| 35.0370 SHS FMI INTERNATIONAL INST | 2020-07-09 | $926 | $1,093 | -$167 | -$167 | 2019-12-13 | |
| 32.5904 SHS GLADSTONE COML CORP | 2020-12-16 | $609 | $583 | $26 | $26 | ||
| 99 SHS INVESCO QQQ TRUST | 2020-11-10 | $28,240 | $19,800 | $8,440 | $8,440 | 2020-04-13 | |
| 14.0154 SHS ISHARES MSCI EAFE VALUE ETF | 2020-09-11 | $587 | $645 | -$58 | -$58 | ||
| 2000 SHS JPMORGAN INCOME | 2020-07-09 | $18,180 | $19,190 | -$1,010 | -$1,010 | 2019-11-25 | |
| 11.6365 SHS KROGER CO | 2020-09-11 | $406 | $359 | $47 | $47 | ||
| 200 SHS PPL CORP | 2020-12-16 | $5,550 | $4,931 | $619 | $619 | 2020-07-09 | |
| 876.9637 SHS SCHWAB INTERMEDIATE TERMUS TRS | 2020-08-04 | $51,386 | $48,517 | $2,869 | $2,869 | ||
| 330 SHS AT&T INC | 2020-08-04 | $9,933 | $10,007 | -$74 | -$74 | 2019-05-09 | |
| 1921.1750 SHS AQR LARGE CAP DEFENSIVE STYLE | 2020-08-04 | $46,934 | $40,935 | $5,999 | $5,999 | 2019-05-09 | |
| 1718.2130 SHS BAIRD CORE PLUS BOND INST | 2020-11-10 | $20,842 | $20,010 | $832 | $832 | 2019-08-20 | |
| 895 SHS CAMBRIA GLOBAL VALUE ETF | 2020-07-09 | $16,299 | $19,897 | -$3,598 | -$3,598 | 2019-05-09 | |
| 85 SHS CHECK PT SOFTWARE | 2020-09-11 | $10,096 | $10,018 | $78 | $78 | 2019-05-09 | |
| 269 SHS CVS HEALTH CORP | 2020-09-11 | $15,494 | $14,943 | $551 | $551 | 2019-05-09 | |
| 949.2430 SHS FMI INTERNATIONAL INST | 2020-07-09 | $25,098 | $29,621 | -$4,523 | -$4,523 | 2019-05-09 | |
| 374.0489 SHS GLADSTONE COML CORP | 2020-12-16 | $6,990 | $8,143 | -$1,153 | -$1,153 | ||
| 446 SHS ISHARES MSCI EAFE VALUE ETF | 2020-09-11 | $18,683 | $19,889 | -$1,206 | -$1,206 | 2019-08-20 | |
| 593 SHS KROGER CO | 2020-09-11 | $20,282 | $15,018 | $5,264 | $5,264 | 2019-05-09 | |
| 3623.1880 SHS PGIM HIGH YIELD Z | 2020-12-16 | $20,000 | $19,676 | $324 | $324 | 2019-05-09 | |
| 105 SHS VANGUARD SMALL CAP VALUEETF | 2020-12-16 | $14,880 | $13,819 | $1,061 | $1,061 | 2019-05-09 | |
| CAPITAL GAINS DIVIDENDS | $2,658 | $2,658 | $2,658 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,947 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,734 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $353 | 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 | $353 | 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 | $624,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $637,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $637,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $627,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $353 | TotalTaxAmt |
| Distributable Before Adj | $31,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,336 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,834 | 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 | $1,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $498 | ExcessFromYear1Amt |
| Excess From Current Year | $1,336 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | ||||||
| 4930 ENTERPRISE BLDG NW | WARREN | OH | 44481 | EXEMPT | GENERAL | $500 |
| GREEK ORTHODOX ARCHDIOCESE OF AMERICA | ||||||
| 8-10 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 | $1,000 |
| INT ORTHODOX CHRISTIAN CHARITIES | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | EXEMPT | GENERAL | $1,000 |
| LAKE HEALTH FOUNDATION | ||||||
| 7590 AUBURN RD | CONCORD TWP | OH | 44077 | EXEMPT | GENERAL | $2,350 |
| LAKE HUMANE SOCIETY | ||||||
| 7564 TYLER BLVD | MENTOR | OH | 44060 | EXEMPT | GENERAL | $500 |
| OHIO STATE UNIV - COLLEGE OF VETERINARY MEDICINE | ||||||
| 1900 COFFEY RD | COLUMBUS | OH | 43210 | EXEMPT | GENERAL | $5,000 |
| SIMON GRADUATE SCHOOL OF BUSINESS UNIVERSITY OF ROCHESTER | ||||||
| 2-202H CAROLG SIMON HALL | ROCHESTER | OH | 14627 | EXEMPT | GENERAL | $1,000 |
| ST GREGORY PALAMAS MONASTERY | ||||||
| 934 CR 2256 | PERRYSVILLE | OH | 44864 | EXEMPT | GENERAL | $500 |
| ST HERMAN'S FOCUS CLEVELAND | ||||||
| 4410 FRANKLIN BLVD | CLEVELAND | OH | 44113 | EXEMPT | GENERAL | $500 |
| 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 | $4,600 |
| THE LAKELAND FOUNDATION | ||||||
| 7700 CLOCKTOWER DRIVE | KIRTLAND | OH | 44094 | EXEMPT | GENERAL | $2,000 |
| UNIVERSITY AT BUFFALO STATE UNIVERSITY OF NEW YORK | ||||||
| PO BOX 900 | BUFFALO | NY | 14226 | EXEMPT | GENERAL | $10,000 |
| WORLD VISION | ||||||
| PO BOX 70359 | TACOMA | WA | 98481 | EXEMPT | GENERAL | $728 |
| THE OHIO ACADEMY OF SCIENCE | ||||||
| 5930 WILCOX PLACE SUITE F | DUBLIN | OH | 43016 | EXEMPT | GENERAL | $100 |
| UT FOUNDATION - CADE | ||||||
| 4510 DORR STREET - MS 820 | TOLEDO | OH | 43615 | EXEPMT | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,378 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,718 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,665 | 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 | $1,700 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 439.3160 SHS TCW ARTIFICIAL INTELLIGENCE | $7,833 | $9,564 |
| 492 SHS GLOBAL X AUTONOM | $7,855 | $11,793 |
| 97.9802 SHS VANGUARD REAL ESTATE | $8,400 | $8,321 |
| 176 SHS VERIZON COMMUNICATION | $10,203 | $10,340 |
| 1,000 SHS ICICI BANK LTD | $11,252 | $14,860 |
| 2000 SHS WIDEPOINT CORP | $14,446 | $20,220 |
| 1331 SHS ERICSSON | $15,578 | $15,905 |
| 336.877 SHS JANUS HENDERSON GLB TECH | $17,174 | $18,380 |
| 2000 SHS REPRO MEDICAL SYSTEM | $18,054 | $12,040 |
| 89 SHS GENERAC HOLDINGS INC | $19,704 | $20,239 |
| 81 SHS VANGUARD CONSUMER | $19,774 | $22,290 |
| 155 SHS CROWDSTRIKE HLDGS INC | $19,827 | $32,832 |
| 53 SHS TESLA INC | $19,828 | $37,401 |
| 177 SHS APPLE INC | $19,857 | $23,486 |
| 100 SHS INVESCO QQQ TRUST | $20,000 | $31,374 |
| 196 SHS FIDELITY MSCI INFOR TECH | $20,060 | $20,484 |
| 338 SHS NEWMONT CORP | $20,182 | $20,243 |
| 492.8526 SHS VANGUARD FTSE EMERGING | $20,506 | $24,697 |
| 212.1989 SHS VANGUARD SMALL CAP VALUE | $26,919 | $30,177 |
| 2594.34 SHS DOUBLELINE EMRG MKTS | $26,966 | $27,578 |
| 2830.213 SHS T. ROWE PRICE INTL DISCI | $27,185 | $31,019 |
| 313 SHS SCHWAB INTERMEDIATE TERM | $29,862 | $30,405 |
| 6579.2270 SHS PGIM HIGH YIELD FUND | $35,736 | $36,317 |
| 5818.56 SHS JPMORGAN INCM I | $55,783 | $54,869 |
| 5395.083 SHS USAA INCOME FUND INST | $70,159 | $74,668 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST BASIS IN INVESTMENTS | Desc |
| Amt | $363 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,446 | Amt |
| Net Investment Income | $4,446 | 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 | $200 | $0 | $0 | $0 |
| US EXCISE TAX | $1,264 | $0 | $0 | $0 |