SOKOLOFF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOFF FOUNDATION INC (EIN 13-6155196)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-15
- IRS object ID
- 202441069349100719
- Schema version
- 2023v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T10:51:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | 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 | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136155196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 2127445337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELENA LOUISE SOKOLOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127445337 | PhoneNum |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELENA | PersonFirstNm |
| Person Last | LOUISE SOKOLOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,461,276 | 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 |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$339,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $996,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$12,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,743 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $438 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $438 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $728,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $728,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $746,657 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$765,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,190 | CashBOYAmt |
| Cash EOY | $430,233 | CashEOYAmt |
| Cash EOYFMV | $430,233 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $409,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $409,991 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,758,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,446,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,621,052 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,052,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,286,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,461,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,052,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,286,829 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,052,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,286,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,052,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,286,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,052,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$765,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,286,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,286,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $996,754 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,336,039 | CostOrOtherBasisAmt |
| Gain Or Loss | -$339,285 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$339,285 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$339,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,341 | 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 | $6,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,847 | OverpaymentAmt |
| Applied To ES Tax | $1,847 | 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 | NY | 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 | HELENA LOUISE SOKOLOFF | IndividualWithBooksNm |
| Phone | 2127445337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET APT 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIR, PRES, TREAS (DECEASED 10/21/23) | 10.00 | $0 | $0 | $0 |
| HELENA LOUISE SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIR, PRES, SEC, TREAS | 5.00 | $0 | $0 | $0 |
| PATRICIA GANTZ | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUZANNE L DREIFUSS | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $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 |
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 | $11,567,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,072,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,072,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,890,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,494 | TotalTaxAmt |
| Distributable Before Adj | $590,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $590,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $590,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $746,657 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $746,657 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,660 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $746,657 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,660 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $590,052 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $124,945 | 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 | $124,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $124,945 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN SOKOLOFF | ContributingManagerNm |
| Contributing Manager | HELENA LOUISE SOKOLOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FLOOR | NEW YORK | NY | 100108104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ACLU FOUNDATION | |||||||
| 125 BOARD STREET 18TH FLOOR | NEW YORK | NY | 100042427 | N/A | PC | GENERAL OPERATING SUPPORT | $600 |
| AFYA FOUNDATION INC | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 107016607 | N/A | PC | GENERAL OPERATING SUPPORT | $600,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 100221006 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE SUITE 3 | NEW YORK | NY | 100176603 | N/A | PC | GENERAL OPERATING SUPPORT | $153 |
| COLUMBIA UNIVERSITY DEPARTMENT OF OPHTHALMOLOGY | |||||||
| 635 WEST 165TH STREET | NEW YORK | NY | 100323724 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 105801981 | N/A | PC | GENERAL OPERATING SUPPORT | $4,475 |
| DOCTORS WITHOUT BORDER USA | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | N/A | PC | GENERAL OPERATING SUPPORT | $600 |
| GREENPEACE | |||||||
| 702 H STREET SUITE 300 | WASHINGTON | DC | 200013876 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280173 | N/A | PC | GENERAL OPERATING SUPPORT | $140 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 100023851 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA) | |||||||
| 858 EAST 29TH STREET | BROOKLYN | NY | 112102927 | N/A | PC | GENERAL OPERATING SUPPORT | $42,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 101280118 | N/A | PC | GENERAL OPERATING SUPPORT | $160 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 200362376 | N/A | PC | GENERAL OPERATING SUPPORT | $35 |
| MANHATTAN THEATER CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 100366413 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 100191800 | N/A | PC | GENERAL OPERATING SUPPORT | $336 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 102801502 | N/A | PC | GENERAL OPERATING SUPPORT | $180 |
| NARAL PRO-CHOICE AMERICA | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 200062420 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 100245194 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| NEW YORK PHILHARMONIC ORCHESTRA INC | |||||||
| 14 POND DRIVE | SYOSSET | NY | 117912206 | N/A | PC | GENERAL OPERATING SUPPORT | $1,367 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET 7TH FLOOR | NEW YORK | NY | 100131270 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 E 79TH STREET | NEW YORK | NY | 100750250 | N/A | PC | GENERAL OPERATING SUPPORT | $270 |
| OXFAM-AMERICA INC | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 021142155 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS | |||||||
| 5 WEAVER STREET | SCARSDALE | NY | 105837022 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| SEEDS OF PEACE INC | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 100176584 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 900354709 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| THE NATURE CONSERVANCY | |||||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 100018001 | N/A | PC | GENERAL OPERATING SUPPORT | $135 |
| THIRTEEN | |||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 100197435 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| TISCH MS RESEARCH CENTER OF NEW YORK | |||||||
| 521 WEST 57TH STREET | NEW YORK | NY | 100192929 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 100141404 | N/A | PC | GENERAL OPERATING SUPPORT | $2,400 |
| YALE ALUMNI PUBLICATIONS INC | |||||||
| PO BOX 1905 | NEW HAVEN | CT | 065091905 | N/A | PC | GENERAL OPERATING SUPPORT | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $728,351 | 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 | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$339,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,856 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,856 | 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 | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,743 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,743 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 1,000.000 SHARES | $62,306 | $139,690 |
| AMERICAN EXPRESS CO (AXP) 2,900.000 SHARES | $198,869 | $543,286 |
| AMGEN INC (AMGN) 600.000 SHARES | $96,755 | $172,812 |
| AT&T INC (T) 2,500.000 SHARES | $62,551 | $41,950 |
| BALL CORPORATION (BLL) 400.000 SHARES | $27,886 | $23,008 |
| BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES | $124,131 | $118,013 |
| CARNIVAL PLC (CUK) 500.000 SHARES | $22,181 | $8,430 |
| COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES | $268,505 | $91,152 |
| CONOCOPHILLIPS (COP) 2,000.000 SHARES | $40,812 | $232,140 |
| CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES | $60,290 | $136,455 |
| CORNING INC (GLW) 8,000.000 SHARES | $173,367 | $243,600 |
| CORTEVA INC (CTVA) 2,500.000 SHARES | $41,026 | $119,800 |
| COTERRA ENERGY INC (CTRA) 4,700.000 SHARES | $125,640 | $119,944 |
| DEVON ENERGY CORP (DVN) 2,117.000 SHARES | $73,819 | $95,900 |
| DOMINION ENERGY INC (D) 1,800.000 SHARES | $128,940 | $84,600 |
| DOW INC (DOW) 2,500.000 SHARES | $80,116 | $137,100 |
| DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES | $117,701 | $232,896 |
| DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES | $117,572 | $192,325 |
| ELI LILLY & CO (LLY) 800.000 SHARES | $27,260 | $466,336 |
| ENBRIDGE INC (ENB) 4,428.000 SHARES | $104,308 | $159,497 |
| EQUITRANS MIDSTREAM CORPORATION (ETRN) 2,160.000 SHARES | $57,590 | $21,989 |
| FORTREA HOLDINGS INC (FTRE) 1,000.000 SHARES | $19,674 | $34,900 |
| FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES | $220,258 | $293,733 |
| GENERAL MILLS INC (GIS) 4,500.000 SHARES | $103,130 | $293,130 |
| GRANITE CONSTR INC (GVA) 6,600.000 SHARES | $64,354 | $335,676 |
| HESS CORPORATION (HES) 2,900.000 SHARES | $134,722 | $418,064 |
| HEXCEL CORP (HXL) 4,500.000 SHARES | $101,732 | $331,875 |
| HF SINCLAIR CORPORATION (DINO) 3,600.000 SHARES | $157,878 | $200,052 |
| JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES | $98,057 | $379,311 |
| KINDER MORGAN INCORP (KMI) 2,800.000 SHARES | $96,476 | $49,392 |
| KROGER CO (KR) 2,900.000 SHARES | $84,906 | $132,559 |
| LABORATORY CP AMER HLDGS (LH) 1,000.000 SHARES | $111,570 | $227,290 |
| LOWES COMPANIES INC (LOW) 2,200.000 SHARES | $54,996 | $489,610 |
| LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES | $182,005 | $361,304 |
| MARATHON OIL CO (MRO) 2,000.000 SHARES | $50,711 | $48,320 |
| MARATHON PETROLEUM CORP (MPC) 6,000.000 SHARES | $164,743 | $890,160 |
| MERCK & CO INC (MRK) 500.000 SHARES | $28,242 | $54,510 |
| MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES | $86,859 | $152,103 |
| MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES | $176,730 | $273,600 |
| NRG ENERGY INC (NRG) 2,300.000 SHARES | $27,864 | $118,910 |
| NUTRIEN LTD (NTR) 4,200.000 SHARES | $195,209 | $236,586 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) 440.000 SHARES | $20,376 | $26,272 |
| PALO ALTO NETWORKS INC (PANW) 600.000 SHARES | $38,787 | $176,928 |
| PFIZER INC (PFE) 2,500.000 SHARES | $59,968 | $71,975 |
| PHILLIPS 66 (PSX) 500.000 SHARES | $45,969 | $66,570 |
| SCHLUMBERGER LTD (SLB) 3,800.000 SHARES | $144,902 | $197,752 |
| STERIS PLC (STE) 1,800.000 SHARES | $135,981 | $395,730 |
| TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES | $91,661 | $398,876 |
| UNITED RENTALS INC (URI) 700.000 SHARES | $50,769 | $401,394 |
| UNITEDHEALTH GP INC (UNH) 200.000 SHARES | $46,326 | $105,294 |
| VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES | $223,281 | $169,650 |
| VIATRIS INC (VTRS) 3,310.000 SHARES | $50,271 | $35,847 |
| VULCAN MATERIALS CO (VMC) 2,450.000 SHARES | $120,134 | $556,175 |
| WEYERHAEUSER CO (WY) 6,200.000 SHARES | $181,935 | $215,574 |
| WILLIAMS CO INC (WMB) 2,900.000 SHARES | $64,504 | $101,007 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $3,875 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,875 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $750 | $0 | $750 |
| OFFICE SUPPLIES AND EXPENSES | $1,500 | $0 | $1,500 |
| OTHER INVESTMENT EXPENSES | $108 | $108 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $3,300 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,044 | $3,044 | $0 |