SOZOSEI FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOZOSEI FOUNDATION (EIN 84-3915935)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-23
- IRS object ID
- 202621749349100722
- Schema version
- 2025v4.2
- 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
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-23T14:25:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843915935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOZOSEI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOZO | BusinessNameControlTxt |
| Phone | 2406833573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY CHEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2406833573 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,187,427 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $264,248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $264,248 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,935 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,254,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,412,230 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $216,444 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $216,444 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,677,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,830,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,584,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,584,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,261,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,414,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,967,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,417 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,302,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,187,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,187,427 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $8,312,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,187,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,187,427 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $229,831 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $71,996 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $229,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $82,688 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,115,431 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,000,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,082,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,115,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,312,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,187,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,082,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,967,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,115,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,115,431 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,363 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,363 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,729 | OverpaymentAmt |
| Applied To ES Tax | $3,729 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NJ | 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 | WWW.SOZOSEIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIES LLP | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM CARSON MD | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | CHAIRMAN AND DIRECTOR | 20.00 | $125,000 | $0 | $0 |
| KENITA BARROW | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES SAUER | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | TREASURER UNTIL 9/16/25 | 1.00 | $0 | $0 | $0 |
| TAMMY CHEN | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | TREASURER AS OF 9/16/25 | 1.00 | $0 | $0 | $0 |
| MARY MICHAEL | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA BECK | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| TAREK RABAH | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR ALTHA STEWART MD | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREY GROUP | |||||
| 200 FIFTH AVENUE | NEW YORK | NY | 10010 | STRATEGIC COMMUNICATIONS | $495,824 |
| VITAL IMPACT LLC | |||||
| 275 7TH AVENUE-15TH FLOOR | NEW YORK | NY | 10001 | PHILANTHROPIC CONSULTING | $261,086 |
| ORCHESTRA | |||||
| 15 MAIDEN LN SUITE 16000 | NEW YORK | NY | 10038 | COMMUNICATIONS CONSULTING | $162,000 |
| MINDLANCE | |||||
| 1095 MORRIS AVE UNIT 101A | UNION | NJ | 07083 | STAFFING SERVICES | $132,259 |
| MEETING ALLIANCE | |||||
| 14 MAIN STREET | ROBBINSVILLE | NJ | 08691 | LOGISTICAL PLANNING & PROJECT MANAGEMENT SERVICES | $58,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SOZOSEI FOUNDATION ENGAGED GREY ADVERTISING TO CONSIDER THE ROLE OF COMMUNICATIONS IN THE EFFORTS TO DECRIMINALIZE MENTAL ILLNESS. THE HYPOTHESIS BEING THAT IN ORDER TO INCREASE ACCESS TO HEALTHCARE - THE CORE PHILANTHROPIC GIVING STRATEGY OF THE FOUNDATION - THE CULTURAL NARRATIVE AROUND CRIMINALIZATION HAD TO SHIFT. | Description1Txt |
| Expenses1 | $495,824 | Expenses1Amt |
| Description2 | THE SOZOSEI FOUNDATION ENGAGED MEETING ALLIANCE TO PROVIDE SUPPORT TO THE SOZOSEI FOUNDATION CONVENINGS OF FOUNDATION GRANTEES, FUNDER COLLEAGUES, SUBJECT MATTER EXPERTS FROM ACROSS THE US, AND OTHERS. CONVENINGS SUPPORT THE FOUNDATION'S CHARITABLE PURPOSE BY FOSTERING COLLABORATION, SURFACING NEW IDEAS, AND GENERALLY ACCELERATING ACCESS TO MENTAL HEALTHCARE IN THE US. | Description2Txt |
| Expenses2 | $58,301 | Expenses2Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,706,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,706,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,706,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,606,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,634 | TotalTaxAmt |
| Distributable Before Adj | $326,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $29,907 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $356,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $356,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,414,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,414,486 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,461,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,889,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,365,440 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,174,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,726,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,617,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,414,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $356,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,057,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,675,318 | 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 | $1,461,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,214,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,889,114 | ExcessFromYear4Amt |
| Excess From Year3 | $12,365,440 | ExcessFromYear3Amt |
| Excess From Year2 | $6,174,631 | ExcessFromYear2Amt |
| Excess From Year1 | $5,726,945 | ExcessFromYear1Amt |
| Excess From Current Year | $3,057,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOZOSEI FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DR | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2406833573 | RecipientPhoneNum |
| Recipient Email Address | INFO@SOZOSEI.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT HTTPS://WWW.SOZOSEIFOUNDATION.ORG/GRANTMAKING#HOW-TO-APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1 MILLION MADLY MOTIVATED MOMS INC | ||||||||
| 7181 N HUALAPAI WAY STE 130-859 | LAS VEGAS | NV | 891661115 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| AMERICAN ASSOCIATION OF COMMUNITY PSYCHIATRY | ||||||||
| PO BOX 570218 | DALLAS | TX | 75357 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 131 WEST 33RD ST 15TH FL | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | SYCAMORE PROJECT | $100,000 | |
| HOPELAB FOUNDATION INC | ||||||||
| 100 CALIFORNIA STREET 1150 | SAN FRANCISCO | CA | 94111 | N/A | POF | PODCAST DEVELOPMENT | $39,000 | |
| INSEPARABLE INC | ||||||||
| 409 7TH ST NW | WASHINGTON | DC | 20004 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INTERNATIONAL COLLEGE OF NEUROETHICS AND NEUROSCIENCE | ||||||||
| 1586 MILTON ROAD | NAPA | CA | 94559 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INTERNATIONAL DOCUMENTARY FOUNDATION INC | ||||||||
| 49 E 78TH ST 2A | NEW YORK | NY | 10075 | N/A | PC | FOR EAST SIDE FILMS TO COMPLETE DOCUMENTARY | $50,000 | |
| JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||||
| 1090 VERMONT AVENUE NW SUITE 220 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NAMI NATIONAL | ||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL HOMELESS LAW CENTER | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 665 BROADWAY SUITE 801 | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE PRESUMPTION OF INNOCENCE INITIATIVE | $92,000 | |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | ||||||||
| 1051 RIVERSIDE DRIVE SUITE 1914 - | NEW YORK | NY | 10032 | N/A | PC | BUILDING A LAB FOR DECRIMINALIZING MENTAL ILLNESS | $215,000 | UNIT 33 |
| SAN FRANCISCO STUDY CENTER INC | ||||||||
| 610 16TH STREET SUITE M18 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT FOR MINDSITE NEWS | $10,000 | |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||
| 40 WEST 37TH STREET SUITE 1000 | NEW YORK | NY | 10018 | N/A | PC | TO CONDUCT OUTREACH FOR FILM (CRAZY PEOPLE PRODUCTIONS) | $25,000 | |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||
| 40 WEST 37TH STREET SUITE 1000 | NEW YORK | NY | 10018 | N/A | PC | SUPPORT FOR FILM "NO ONE CARES ABOUT CRAZY PEOPLE" (CRAZY PEOPLE PRODUCTIONS) | $10,000 | |
| TIDES CENTER | ||||||||
| 1501 BROADWAY 24TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE INVESTIGATIVE REPORTING LAB AT YALE UNIVERSITY IN COLLABORATION WITH ZEALOUS | $92,000 | |
| TRADEOFFS INC | ||||||||
| 424 S 47TH STREET | PHILADELPHIA | PA | 19143 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 5310 E 31ST ST STE 300 | TULSA | OK | 74135 | N/A | PC | GENERAL OPERATING SUPPORT FOR HEALTHY MINDS POLICY INITIATIVE | $100,000 | |
| UNIVERSITY OF CHICAGO HEALTH LAB | ||||||||
| 24 E WASHINGTON STREET SUITE 875 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,584,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,248 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANT REFUNDS | 01 | $29,907 |
| IRS REFUND | 01 | $28 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $294,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,183 | 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 AND TAX SERVICES | CategoryTxt |
| Amt | $54,110 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,110 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPELAB FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALIFORNIA STREET 1150 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-11-01 | GrantDt |
| Grant | $39,000 | GrantAmt |
| Purpose Of Grant | PODCAST DEVELOPMENT | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NOT YET DUE | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. | ResultsOfVerificationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,885 | $0 | $4,885 |
| BANK FEES | $2,788 | $2,788 | $0 |
| SOFTWARE LICENSE FEE | $6,930 | $0 | $6,930 |
| MISCELLANEOUS | $10,887 | $0 | $10,887 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT REFUNDS | $29,907 | $29,907 |
| IRS REFUND | $28 | $28 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STRATEGIC COMMUNICATIONS | $495,824 | $0 | $605,905 |
| COMMUNICATIONS CONSULTING | $255,717 | $0 | $249,717 |
| STAFFING SERVICES | $132,259 | $0 | $132,840 |
| LOGISTICAL PLANNING AND PROJECT MANAGEMENT SERVICES | $58,301 | $0 | $49,579 |
| CAPACITY BUILDING CONSULTING | $26,500 | $0 | $26,500 |
| PHILANTHROPIC CONSULTING | $261,086 | $0 | $239,231 |
| OTHER CONSULTING FEES | $24,709 | $0 | $108,458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |