TSENGAS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TSENGAS FOUNDATION (EIN 27-6980239)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202011819349100521
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T12:10:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT M NEMETH CPA | PreparerPersonNm |
| PTIN | P00152589 | PTIN |
| Phone | 2166743800 | PhoneNum |
| Preparation | 2020-06-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.28.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-16 | IPDt |
| IP Tm | 14:36:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7994733DC73EA3E374CF48FCA9BE551C051C7D32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $605,784 | 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 | $14,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $762,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,558 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,015 | 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 | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,990 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,853 | CashBOYAmt |
| Cash EOY | $19,378 | CashEOYAmt |
| Cash EOYFMV | $19,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $20,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,034 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $483,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $528,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $558,195 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $489,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $576,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $605,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $489,554 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $576,509 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $576,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $576,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $576,509 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $576,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13,130 SHS OPCO | 2019-03-21 | $13,130 | $7,068 | $6,062 | $6,062 | ||
| 138,077 SHS OPCO | 2019-03-21 | $138,077 | $51,010 | $87,067 | $87,067 | ||
| 373,793 SHS OPCO | 2019-03-21 | $373,793 | $408,918 | -$35,125 | -$35,125 | ||
| 50,000 SHS OPCO | 2019-03-15 | $50,000 | $14,317 | $35,683 | $35,683 | ||
| 428 SHS AQR LG CAP DEFENSIVE | 2019-11-25 | $10,000 | $9,117 | $883 | $883 | 2019-05-09 | |
| 334 SHS FMI INTL FD INST. | 2019-11-25 | $11,000 | $10,412 | $588 | $588 | 2019-05-09 | |
| 1,000 SHS ICICI BANK LTD | 2019-11-25 | $13,753 | $11,252 | $2,501 | $2,501 | 2019-04-15 | |
| 5,974 SHS PIMCO INCM INST CL | 2019-11-25 | $71,574 | $71,870 | -$296 | -$296 | 2019-04-15 | |
| 667 SHS VANGUARD LONG TERM TRSY INDEX ADM | 2019-08-20 | $20,000 | $17,232 | $2,768 | $2,768 | 2019-05-09 | |
| 1,680 SHS VANGUARD LONG TERM TRSY INDEX ADM | 2019-11-25 | $48,630 | $43,456 | $5,174 | $5,174 | 2019-05-09 | |
| 214 SHS WESTERN DIGITAL CORP | 2019-08-20 | $11,992 | $9,933 | $2,059 | $2,059 | 2019-05-09 | |
| CAPITAL GAINS DIVIDENDS | $194 | $194 | $194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,558 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $107,364 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,102 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $678,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044345 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $649,533 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047747 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,373 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $474,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,560 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $419,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $355,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036896 | DistributionYr5Rt |
| Total Distribution | 0.246087 | TotalDistributionRt |
| Average Distribution | 0.049217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $586,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,184 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,184 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,184 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,184 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $1,229 | 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 | $582,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $594,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $594,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $586,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,184 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,184 | TotalTaxAmt |
| Distributable Before Adj | $28,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,184 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,955 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,955 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $498 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $498 | 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 | $498 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $498 | 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 (16 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 |
| CUYAHOGA COMMUNITY COLLEGE | ||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | 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 COUNTY YMCA | ||||||
| 933 MENTOR AVE | PAINESVILLE | OH | 44077 | EXEMPT | GENERAL | $500 |
| LAKE HEALTH FOUNDATION | ||||||
| 7590 AUBURN RD | CONCORD TWP | OH | 44077 | EXEMPT | GENERAL | $2,250 |
| 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 | $50 |
| ST HERMAN'S FOCUS CLEVELAND | ||||||
| 4410 FRANKLIN BLVD | CLEVELAND | OH | 44113 | EXEMPT | GENERAL | $500 |
| STS CONSTATINE & HELEN GREEK ORTHODOX CATHEDRAL | ||||||
| 3352 MAYFIELD ROAD | CLEVELAND HTS | OH | 44118 | EXEMPT | GENERAL | $4,170 |
| 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 |
| ST NEKTARIOS MONASTERY | ||||||
| 100 ANAWANDA LAKE RD | ROSCOE | NY | 12776 | EXEMPT | GENERAL | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,570 | 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 | $14,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,015 | 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 | $1,300 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 SHS INVC | $2,388 | $0 |
| 330 SHS AT&T | $10,007 | $12,896 |
| 85 SHS CHECK PT SOFTWARE | $10,018 | $9,432 |
| 269 SHS CVS HEALTH CORP | $14,943 | $19,984 |
| 1,000 SHS ICICI BANK LTD | $11,252 | $15,090 |
| 593 SHS KROGER CO | $15,113 | $17,292 |
| 895 SHS CAMBRIA GLOBAL VALUE | $19,897 | $21,399 |
| 446 SHS ISHARES MSCI EAFE VALUE | $20,304 | $22,685 |
| 835 SHS SCHWAB INTERMEDIATE TERM | $48,122 | $47,797 |
| 476 SHS VANGUARD FTSE EMERGING | $20,042 | $21,433 |
| 93 SHS VANGUARD REAL ESTATE | $8,082 | $8,720 |
| 311 SHS VANGUARD SMALL CAP VALUE | $40,081 | $42,668 |
| 1,724 SHS BARID CORE PLUS BD INST | $20,065 | $19,927 |
| 2,477 SHS DOUBLELINE EMRG MKTS | $25,791 | $26,302 |
| 7,477 SHS JPMORGAN INCM I | $71,850 | $71,999 |
| 9,566 SHS PGIM HIGH YIELD FUND | $52,063 | $53,474 |
| 5,152 SHS USAA INCOME FUND INST | $66,826 | $68,987 |
| 1,943 SHS AQR LG CAP DEFENSIVE | $41,396 | $46,239 |
| 984 SHS FMI INTL FD INST | $30,714 | $31,871 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 374 SHS GLADSTONE COML CORP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,143 | BookValueAmt |
| EOYFMV | $8,177 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,990 | Amt |
| Net Investment Income | $2,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OHIO FILING FEE | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |