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Nonprofit · EIN 34-1476473

CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC

Also known as JENNIFER GROMOSKY MBR

Tax-exempt · MENTOR, OH 44060

Financials

$4K$17K2023$15K$19K2024
Revenue Expenses · by fiscal year end
Financials of CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$15,359$18,873-$3,514$240,658$0$240,658
May 31, 2024990-PF$4,499$17,226-$12,727$244,172$0$244,172
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$9,550
Dividends
$7,060
Net gain from sales of assets
-$1,251

Expenses

Grants and similar amounts paid
$14,000
Disbursements for charitable purposes
$14,000
Excise tax on investment income
$53

Balance sheet and other

Total assets, start of year
$244,172
Total assets, end of year
$240,658
Total liabilities, end of year
$0
Net assets, end of year
$240,658
Fair market value of assets
$264,018
Qualifying distributions
$14,000
Net investment income
$7,060

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lisa Sierk
1345 Granger Avenue, Lakeood, OH 44107
Treasurer0.25$0
Jill Koenig
1557 Marlowe Ave, Lakewood, OH 44107
President0.25$0
Nicholette Sams
7464 Belvedere Drive, Mentor, OH 44060
Fund Administror0.25$0
Kim McLaren
16001 Parklawn Ave, Middleburg Hts, OH 44130
Secretary0.25$0
Lisa Paul Sierk
1345 Granger Rd, Lakewood, OH 44107
Trustee0.25$0
Lindsay Walker
9415 Andrew Drive, Twinsburg, OH 44087
Trustee0.25$0
Emily Gamauf
1550 Forestbrook Lane, Painesville, OH 44077
Trustee0.25$0
Monica Ellis
11905 Wellesley Lane, Chardon, OH 44024
Trustee0.25$0
Amy Shepker
3636 IRA Rd, Akron, OH 44333
Trustee0.25$0
990-PF for the year ended May 31, 2024: 9 people
NameTitleHours / weekCompensation
Lisa Sierk
1345 Granger Avenue, Lakeood, OH 44107
Treasurer0.25$0
Jill Koenig
1557 Marlowe Ave, Lakewood, OH 44107
President0.25$0
Nicholette Sams
7464 Belvedere Drive, Mentor, OH 44060
Fund Administror0.25$0
Kim McLaren
16001 Parklawn Ave, Middleburg Hts, OH 44130
Secretary0.25$0
Carol Hacker
17739 Indianola Dr, Lakewood, OH 44107
Trustee0.25$0
Kerry Sarosky
37911 Barber Ave, Willoughby, OH 44094
Trustee0.25$0
Jennifer Goodman
3827 Faversham Road, University Heights, OH 44118
Trustee0.25$0
Monica Ellis
11905 Wellesley Lane, Chardon, OH 44024
Trustee0.25$0
Amy Shepker
3636 IRA Rd, Akron, OH 44333
Trustee0.25$0

Address and contacts

Address (IRS master file)
7464 BELVEDERE DR, MENTOR, OH 44060-7147
In care of
% MARGARET A ARMOUR
Signed the 990-PF
Nicholette Sams, Fund Administrator
Phone
(216) 926-1702
Return prepared by
Vincent Gaudio CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
34-1476473
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1985
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$240,658
Income (IRS master file)
$171,889

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$15,359$18,873$240,658XML
990-PFMay 2024$4,499$17,226$244,172XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1476473).

Questions about CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC

What is the EIN of CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC?
The employer identification number (EIN) of CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC is 34-1476473.
Is CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC?
The 990-PF for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does CLEVELAND ALUMNAE PANHELLENIC ENDOWMENT FUND INC have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $15,359, expenses of $18,873 and total assets of $240,658 at year end.

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