Nonprofit · EIN 55-6172290
OHANIAN-SOZSTAK FAMILY FOUNDATION
Also known as SZOSTAK M ANNE ET AL TTEE
Tax-exempt · PROVIDENCE, RI 02903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $728,566 | $333,183 | $395,383 | $3,836,413 | $0 | $3,836,413 |
| December 31, 2024 | 990-PF | $973,681 | $277,064 | $696,617 | $3,843,952 | $0 | $3,843,952 |
| December 31, 2023 | 990-PF | $523,969 | $222,898 | $301,071 | $3,338,120 | $0 | $3,338,120 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $420,635
- Dividends
- $139,881
- Net gain from sales of assets
- $168,050
Expenses
- Grants and similar amounts paid
- $301,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $301,000
- Excise tax on investment income
- $3,833
Balance sheet and other
- Total assets, start of year
- $3,843,952
- Total assets, end of year
- $3,836,413
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,836,413
- Fair market value of assets
- $5,946,593
- Qualifying distributions
- $301,000
- Net investment income
- $307,931
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M ANNE SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| MICHAEL J SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| BROOKE A GREENTHAL 93 BENEFIT STREET, PROVIDENCE, RI 02904 | TRUSTEE | 1 | $0 |
| KATHERINE E GERENCSER 121 LAUREL AVENUE, PROVIDENCE, RI 02906 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M ANNE SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| MICHAEL J SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| BROOKE A GREENTHAL 93 BENEFIT STREET, PROVIDENCE, RI 02904 | TRUSTEE | 1 | $0 |
| KATHERINE E GERENCSER 121 LAUREL AVENUE, PROVIDENCE, RI 02906 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M ANNE SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| MICHAEL J SZOSTAK 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903 | TRUSTEE | 0 | $0 |
| BROOKE A GREENTHAL 93 BENEFIT STREET, PROVIDENCE, RI 02904 | TRUSTEE | 1 | $0 |
| KATHERINE E GERENCSER 121 LAUREL AVENUE, PROVIDENCE, RI 02906 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 W EXCHANGE ST UNIT 2902, PROVIDENCE, RI 02903-1081
- In care of
- % AYCO CO L P TAX DEPARTMENT
- Signed the 990-PF
- M ANNE SZOSTAK, TRUSTEE
- Phone
- (401) 447-7759
- Return prepared by
- WARNER & COMPANY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-6172290
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,836,413
- Income (IRS master file)
- $1,757,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $728,566 | $333,183 | $3,836,413 | IRS |
| 990-PF | December 2024 | $973,681 | $277,064 | $3,843,952 | IRS |
| 990-PF | December 2023 | $523,969 | $222,898 | $3,338,120 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 55-6172290).
Questions about OHANIAN-SOZSTAK FAMILY FOUNDATION
- What is the EIN of OHANIAN-SOZSTAK FAMILY FOUNDATION?
- The employer identification number (EIN) of OHANIAN-SOZSTAK FAMILY FOUNDATION is 55-6172290.
- Is OHANIAN-SOZSTAK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to OHANIAN-SOZSTAK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OHANIAN-SOZSTAK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OHANIAN-SOZSTAK FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHANIAN-SOZSTAK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OHANIAN-SOZSTAK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OHANIAN-SOZSTAK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $728,566, expenses of $333,183 and total assets of $3,836,413 at year end.
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All nonprofits in PROVIDENCE · Rhode Island · Philanthropy, voluntarism and grantmaking foundations