2026-03-06T10:11:26-06:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2025-01-01 136155196 SOKOLOFF FOUNDATION INC SOKO 2127445337 200 EAST 78TH STREET 16D NEW YORK NY 100752017 HELENA LOUISE SOKOLOFF PRESIDENT 2127445337 2026-03-06 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2026-03-05 2025 2025-03-06 01:10:19Z X 14706143 X X 16 16 296650 296650 325370 389124 325370 500 0 622536 622036 0 0 0 12308 0 12308 8161 3161 0 831 0 831 21300 3161 13139 651230 651230 672530 3161 664369 -49994 618875 568700 549831 549831 38663 76788 76788 5390584 5321334 14079524 5997947 5947953 14706143 0 0 X 5997947 5947953 5997947 5947953 5997947 5947953 5997947 -49994 0 5947953 0 5947953 PUBLICLY TRADED SECURITIES 389124 63754 325370 325370 325370 8602 0 8602 0 8602 5062 0 0 0 5062 0 3540 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, TREASURER 5.00 0 0 0 SUZANNE L DREIFUSS 200 EAST 78TH STREET APT 16D NEW YORK NY 100752017 DIRECTOR, VICE PRESIDENT 5.00 0 0 0 MARGUERITE GELFMAN 200 EAST 78TH STREET APT 16D NEW YORK NY 100752017 DIRECTOR, SECRETARY (BEGAN 04/30/2025) 5.00 0 0 0 PATRICIA GANTZ 200 EAST 78TH STREET APT 16D NEW YORK NY 100752017 DIRECTOR (THRU 04/04/2025) 5.00 0 0 0 NONE 0 NONE 0 0 13412059 691932 0 14103991 0 0 14103991 211560 13892431 694622 694622 8602 8602 686020 500 686520 0 686520 664369 0 664369 686520 0 0 65926 65926 664369 0 0 0 664369 0 22151 22151 43775 0 0 0 0 0 0 0 43775 43775 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 CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 100042427 N/A PC GENERAL OPERATING SUPPORT 500 GUGGENHEIM MUSEUM 1071 5TH AVENUE NEW YORK NY 101280173 N/A PC GENERAL OPERATING SUPPORT 150 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 42000 JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 100228591 N/A PC GENERAL OPERATING SUPPORT 430000 MANHATTAN THEATER CLUB 311 WEST 43RD STREET NEW YORK NY 100366413 N/A PC GENERAL OPERATING SUPPORT 6000 MIT INTERNATIONAL INC 77 MASSACHUSETTS AVENUE NE49-3142 CAMBRIDGE MA 021394301 N/A PC GENERAL OPERATING SUPPORT 1000 MUSEUM OF ARTS AND DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 100191800 N/A PC GENERAL OPERATING SUPPORT 250 MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 100195401 N/A PC GENERAL OPERATING SUPPORT 180 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 100245194 N/A PC GENERAL OPERATING SUPPORT 150 QUAKER RIDGE EMPLOYEE CHARITY FUND INC 146 GRIFFIN AVENUE SCARSDALE NY 105837906 N/A PC GENERAL OPERATING SUPPORT 2500 SCHOOL OF AMERICAN BALLET INC 70 LINCOLN CENTER PLAZA NEW YORK NY 100236592 N/A PC GENERAL OPERATING SUPPORT 1000 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 100221302 N/A PC GENERAL OPERATING SUPPORT 30000 651230 0 14 16 14 296650 18 325370 RESCINDED GRANTS 01 500 0 622536 0 622536 0 0 0 0 0 0 0 0 0 0 ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION 12308 0 12308 ALPHABET INC CL A (GOOGL) 1,000.000 SHARES 62306 313000 AMERICAN EXPRESS CO (AXP) 2,800.000 SHARES 194899 1035860 AMGEN INC (AMGN) 600.000 SHARES 96755 196386 AT&T INC (T) 2,500.000 SHARES 62551 62100 BALL CORPORATION (BLL) 400.000 SHARES 27886 21188 BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES 124131 124062 CHEVRON CORP (CVX) 2,972.000 SHARES 134700 452963 COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES 267965 70704 CONOCOPHILLIPS (COP) 2,510.000 SHARES 91524 234961 CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES 60290 148980 CORNING INC (GLW) 7,500.000 SHARES 160880 656700 CORTEVA INC (CTVA) 2,500.000 SHARES 41026 167575 COTERRA ENERGY INC (CTRA) 4,700.000 SHARES 125640 123704 DEVON ENERGY CORP (DVN) 2,117.000 SHARES 73819 77546 DOMINION ENERGY INC (D) 1,800.000 SHARES 128940 105462 DOW INC (DOW) 2,500.000 SHARES 80116 58450 DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES 117701 281304 DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES 48329 100500 ELI LILLY & CO (LLY) 750.000 SHARES 25588 806010 ENBRIDGE INC (ENB) 4,428.000 SHARES 104308 211791 EQT CORPORATION COM (EQT) 756.000 SHARES 57538 40522 FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES 220258 350451 GENERAL MILLS INC (GIS) 4,500.000 SHARES 103130 209250 GRANITE CONSTR INC (GVA) 6,000.000 SHARES 60286 692100 HEXCEL CORP (HXL) 4,000.000 SHARES 94954 295600 HF SINCLAIR CORPORATION (DINO) 3,600.000 SHARES 157878 165888 JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES 98057 500819 KINDER MORGAN INCORP (KMI) 2,800.000 SHARES 94301 76972 KROGER CO (KR) 2,900.000 SHARES 84906 181192 LABCORP HOLDINGS INC (LH) 1,000.000 SHARES 111570 250880 LOWES COMPANIES INC (LOW) 2,200.000 SHARES 54996 530552 LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES 182005 164540 MARATHON PETROLEUM CORP (MPC) 5,500.000 SHARES 156893 894465 MERCK & CO INC (MRK) 500.000 SHARES 28242 52630 MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES 86859 113043 MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES 176730 452580 NRG ENERGY INC (NRG) 2,300.000 SHARES 27864 366252 NUTRIEN LTD (NTR) 4,200.000 SHARES 195209 259224 PALO ALTO NETWORKS INC (PANW) 880.000 SHARES 27857 162096 PFIZER INC (PFE) 2,500.000 SHARES 59968 62250 PHILLIPS 66 (PSX) 500.000 SHARES 45969 64520 QNITY ELECTRONICS INC (Q) 1,250.000 SHARES 69243 102062 SLB LIMITED (SLB) 3,800.000 SHARES 144902 145844 STERIS PLC (STE) 1,800.000 SHARES 132092 456336 TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES 91661 405967 UNITED RENTALS INC (URI) 700.000 SHARES 50769 566524 UNITEDHEALTH GP INC (UNH) 200.000 SHARES 46326 66022 VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES 223281 183285 VIATRIS INC (VTRS) 3,310.000 SHARES 50271 41209 VULCAN MATERIALS CO (VMC) 2,300.000 SHARES 113603 656006 WEYERHAEUSER CO (WY) 6,200.000 SHARES 181934 146878 WILLIAMS CO INC (WMB) 2,900.000 SHARES 62428 174319 BANK FEES 4 0 4 FILING FEES 750 0 750 OFFICE SUPPLIES AND EXPENSES 77 0 77 RESCINDED GRANTS 500 500 FEDERAL EXCISE TAX PAID 5000 0 0 FOREIGN TAXES WITHHELD 3161 3161 0