2025-04-10T14:00:38-05:00 2024-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2024-01-01 136155196 SOKOLOFF FOUNDATION INC SOKO 2127445337 200 EAST 78TH STREET 16D NEW YORK NY 100752017 HELENA LOUISE SOKOLOFF PRESIDENT 2127445337 2025-04-05 1 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2025-04-05 2024 2025-03-06 01:10:19Z X 13097862 X X 170 170 283569 283569 42051 94888 42051 325790 325790 0 0 0 12076 0 12076 5827 3127 0 2664 12 2652 20567 3139 14728 594105 594105 614672 3139 608833 -288882 322651 430233 568700 568700 409991 38663 38663 5446605 5390584 12490499 6286829 5997947 13097862 0 0 X 6286829 5997947 6286829 5997947 6286829 5997947 6286829 -288882 0 5997947 0 5997947 PUBLICLY TRADED SECURITIES 94888 52837 42051 42051 42051 4485 0 4485 0 4485 4547 0 0 0 4547 0 62 62 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 1 1 N/A HELENA LOUISE SOKOLOFF 2127445337 200 EAST 78TH STREET APT 16D NEW YORK NY 100752017 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELENA LOUISE SOKOLOFF 200 EAST 78TH STREET APT 16D NEW YORK NY 100752017 DIRECTOR, PRESIDENT, SECRETARY, 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 NONE 0 NONE 0 0 12758377 893144 0 13651521 0 0 13651521 204773 13446748 672337 672337 4485 4485 667852 0 667852 0 667852 608833 0 608833 667852 0 0 124945 124945 608833 0 0 0 608833 0 59019 59019 65926 0 0 0 0 0 0 0 65926 65926 HELENA LOUISE SOKOLOFF X ACKERMAN INSTITUTE FOR THE FAMILY 936 BROADWAY 2ND FLOOR NEW YORK NY 100108104 N/A PC GENERAL OPERATING SUPPORT 30000 AFYA FOUNDATION INC 140 SAW MILL RIVER ROAD YONKERS NY 107016607 N/A PC GENERAL OPERATING SUPPORT 100000 AMERICAN FOLK ART MUSEUM 2 LINCOLN SQUARE NEW YORK NY 100236229 N/A PC GENERAL OPERATING SUPPORT 200 AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 251 H STREET NW WASHINGTON DC 200012604 N/A PC GENERAL OPERATING SUPPORT 200 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 N/A PC GENERAL OPERATING SUPPORT 100 BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVENUE 10TH FL NEW YORK NY 100174014 N/A PC GENERAL OPERATING SUPPORT 250 CALVARY HOSPITAL INC 1740 EASTCHESTER ROAD BRONX NY 104612392 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 CIRCUIT ARTS PO BOX 3000 PMB 3175 WEST TISBURY MA 025753000 N/A PC GENERAL OPERATING SUPPORT 800 CITYMEALS ON WHEELS 355 LEXINGTON AVENUE SUITE 3 NEW YORK NY 100176603 N/A PC GENERAL OPERATING SUPPORT 150 CONGREGATION EMANU-EL OF WESTCHESTER 2125 WESTCHESTER AVENUE RYE NY 105801981 N/A PC GENERAL OPERATING SUPPORT 100 DOCTORS WITHOUT BORDER USA PO BOX 5023 HAGERSTOWN MD 217415023 N/A PC GENERAL OPERATING SUPPORT 300 DOROT INC 171 WEST 85TH STREET NEW YORK NY 100244400 N/A PC GENERAL OPERATING SUPPORT 100 FRIENDS OF MOUNT PLEASANT COTTAGE SCHOOL FOUNDATION INC PO BOX 8 PLEASANTVILLE NY 105700008 N/A PC GENERAL OPERATING SUPPORT 1000 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 300 HABITAT FOR HUMANITY INTERNATIONAL INC 322 W LAMAR STREET AMERICUS GA 317093543 N/A PC GENERAL OPERATING SUPPORT 100 HAYGROUND SCHOOL INC PO BOX 1827 BRIDGEHAMPTON NY 119321827 N/A PC GENERAL OPERATING SUPPORT 200 INTERNATIONAL CENTER OF PHOTOGRAPHY 79 ESSEX STREET NEW YORK NY 100023851 N/A PC GENERAL OPERATING SUPPORT 7500 JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA) 858 EAST 29TH STREET BROOKLYN NY 112102927 N/A PC GENERAL OPERATING SUPPORT 60000 JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 100228591 N/A PC GENERAL OPERATING SUPPORT 350000 JEWISH MUSEUM 1109 5TH AVENUE NEW YORK NY 101280118 N/A PC GENERAL OPERATING SUPPORT 125 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 100215003 N/A PC GENERAL OPERATING SUPPORT 150 LEAGUE OF WOMEN VOTERS 1233 20TH STREET NW SUITE 500 WASHINGTON DC 200362376 N/A PC GENERAL OPERATING SUPPORT 100 MANHATTAN THEATER CLUB 311 WEST 43RD STREET NEW YORK NY 100366413 N/A PC GENERAL OPERATING SUPPORT 6000 MOTHER JONES PO BOX 584 SAN FRANCISCO CA 941040584 N/A PC GENERAL OPERATING SUPPORT 150 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 102801502 N/A PC GENERAL OPERATING SUPPORT 150 MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 100195401 N/A PC GENERAL OPERATING SUPPORT 380 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 100245194 N/A PC GENERAL OPERATING SUPPORT 350 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM STREET 10 FL NEW YORK NY 100383844 N/A PC GENERAL OPERATING SUPPORT 200 SCARSDALE PATROLMEN'S POLICE BENEVOLENT ASSOCIATION PO BOX 5 SCARSDALE NY 105830005 N/A PC GENERAL OPERATING SUPPORT 200 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 200 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 900354709 N/A PC GENERAL OPERATING SUPPORT 150 THE 92ND STREET Y NEW YORK 1395 LEXINGTON AVE NEW YORK NY 101281612 N/A PC GENERAL OPERATING SUPPORT 2500 THE FRESH AIR FUND 633 3RD AVENUE 14TH FLOOR NEW YORK NY 100176706 N/A PC GENERAL OPERATING SUPPORT 100 THE NATURE CONSERVANCY 322 EIGHTH AVENUE NEW YORK NY 100018001 N/A PC GENERAL OPERATING SUPPORT 100 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 TREES 78 FOUNDATION 169 EAST 78TH STREET NEW YORK NY 100750571 N/A PC GENERAL OPERATING SUPPORT 150 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 100221302 N/A PC GENERAL OPERATING SUPPORT 30000 UNIFORMED FIREFIGHTERS ASSOCIATION VILLAGE OF SCARSDALE PO BOX 61 SCARSDALE NY 105830005 N/A PC GENERAL OPERATING SUPPORT 200 WHITE PLAINS HOSPITAL MEDICAL CENTER 41 EAST POST RD AND DAVIS AVE WHITE PLAINS NY 106014607 N/A PC GENERAL OPERATING SUPPORT 400 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 065208239 N/A PC GENERAL OPERATING SUPPORT 100 YESHIVA TORAH VODAATH 425 E 9TH STREET BROOKLYN NY 112185209 N/A PC GENERAL OPERATING SUPPORT 100 594105 0 14 170 14 283569 18 42051 0 325790 0 325790 0 0 0 0 0 0 0 0 0 0 ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION 12076 0 12076 ALPHABET INC CL A (GOOGL) 1,000.000 SHARES 62306 189300 AMERICAN EXPRESS CO (AXP) 2,900.000 SHARES 198869 860691 AMGEN INC (AMGN) 600.000 SHARES 96755 156384 AT&T INC (T) 2,500.000 SHARES 62551 56925 BALL CORPORATION (BLL) 400.000 SHARES 27886 22052 BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES 124131 130088 COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES 268505 40500 CONOCOPHILLIPS (COP) 2,510.000 SHARES 91524 248917 CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES 60290 133845 CORNING INC (GLW) 8,000.000 SHARES 173367 380160 CORTEVA INC (CTVA) 2,500.000 SHARES 41026 142400 COTERRA ENERGY INC (CTRA) 4,700.000 SHARES 125640 120038 DEVON ENERGY CORP (DVN) 2,117.000 SHARES 73819 69289 DOMINION ENERGY INC (D) 1,800.000 SHARES 128940 96948 DOW INC (DOW) 2,500.000 SHARES 80116 100325 DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES 117701 258576 DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES 117572 190625 ELI LILLY & CO (LLY) 800.000 SHARES 27260 617600 ENBRIDGE INC (ENB) 4,428.000 SHARES 104308 187880 EQT CORPORATION COM (EQT) 756.000 SHARES 57538 34859 FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES 220258 262752 GENERAL MILLS INC (GIS) 4,500.000 SHARES 103130 286965 GRANITE CONSTR INC (GVA) 6,600.000 SHARES 64354 578886 HESS CORPORATION (HES) 2,900.000 SHARES 134722 385729 HEXCEL CORP (HXL) 4,500.000 SHARES 101732 282150 HF SINCLAIR CORPORATION (DINO) 3,600.000 SHARES 157878 126180 JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES 98057 349980 KINDER MORGAN INCORP (KMI) 2,800.000 SHARES 94301 76720 KROGER CO (KR) 2,900.000 SHARES 84906 177335 LABORATORY CP AMER HLDGS (LH) 1,000.000 SHARES 111570 229320 LOWES COMPANIES INC (LOW) 2,200.000 SHARES 54996 542960 LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES 182005 282226 MARATHON PETROLEUM CORP (MPC) 6,000.000 SHARES 164743 837000 MERCK & CO INC (MRK) 500.000 SHARES 28242 49740 MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES 86859 125433 MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES 176730 427500 NRG ENERGY INC (NRG) 2,300.000 SHARES 27864 207506 NUTRIEN LTD (NTR) 4,200.000 SHARES 195209 187950 OCCIDENTAL PETROLEUM CORP DE (OXY) 440.000 SHARES 20376 21740 PALO ALTO NETWORKS INC (PANW) 880.000 SHARES 27857 160125 PFIZER INC (PFE) 2,500.000 SHARES 59968 66325 PHILLIPS 66 (PSX) 500.000 SHARES 45969 56965 SCHLUMBERGER LTD (SLB) 3,800.000 SHARES 144902 145692 STERIS PLC (STE) 1,800.000 SHARES 135258 370008 TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES 91661 438773 UNITED RENTALS INC (URI) 700.000 SHARES 50769 493108 UNITEDHEALTH GP INC (UNH) 200.000 SHARES 46326 101172 VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES 223281 179955 VIATRIS INC (VTRS) 3,310.000 SHARES 50271 41210 VULCAN MATERIALS CO (VMC) 2,450.000 SHARES 120134 630214 WEYERHAEUSER CO (WY) 6,200.000 SHARES 181934 174530 WILLIAMS CO INC (WMB) 2,900.000 SHARES 64218 156948 BANK FEES 25 0 25 FILING FEES 750 0 750 OFFICE SUPPLIES AND EXPENSES 1877 0 1877 OTHER INVESTMENT EXPENSES 12 12 0 FEDERAL EXCISE TAX PAID 2700 0 0 FOREIGN TAXES WITHHELD 3127 3127 0