SOZOSEI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOZOSEI FOUNDATION (EIN 84-3915935)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202523159349102362
- Schema version
- 2024v5.2
- 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
- Schedule B
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T15:22:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,312,519 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $163,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $163,451 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,163,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,451 | 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 |
| Other Prof Fees Rev And Expnss | $2,949,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,936,903 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,693 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,169,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,151,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,399,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,762,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,569,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,913,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,593,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $468,955 | CashBOYAmt |
| Cash EOY | $10,417 | CashEOYAmt |
| Cash EOYFMV | $10,417 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,800,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,302,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,302,102 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $6,268,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,312,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,312,519 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $217,732 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $229,831 | AccountsPayableEOYAmt |
| Grants Payable BOY | $562,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $780,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $229,831 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,488,726 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,688 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $8,000,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,488,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,082,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,268,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,312,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,488,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,593,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,082,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,082,688 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,612 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,612 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $4,363 | OverpaymentAmt |
| Applied To ES Tax | $4,363 | 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 (7 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 | 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 | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | DIRECTOR - AS OF OCTOBER 2024 | 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 | $1,663,443 |
| MEETING ALLIANCE | |||||
| 14 MAIN STREET | ROBBINSVILLE | NJ | 08691 | LOGISTICAL PLANNING & PROJECT MANAGEMENT SERVICES | $530,022 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | ADVISING AND MANAGEMENT SERVICES | $352,241 |
| MOMENTUM COMMUNICATIONS GROUP | |||||
| 55 WEST 39TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | COMMUNICATIONS CONSULTING | $188,983 |
| MINDLANCE | |||||
| 1095 MORRIS AVE UNIT 101A | UNION | NJ | 07083 | STAFFING SERVICES | $111,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $1,663,443 | Expenses1Amt |
| Description2 | THE SOZOSEI FOUNDATION ENGAGED MEETING ALLIANCE TO PROVIDE SUPPORT TO THE SOZOSEI SUMMIT, THE BI-ANNUAL CONVENING OF FOUNDATION GRANTEES, FUNDER COLLEAGUES, SUBJECT MATTER EXPERTS FROM ACROSS THE US, AND OTHERS. THE CONVENING SUPPORTS THE FOUNDATION'S CHARITABLE PURPOSE BY FOSTERING COLLABORATION, SURFACING NEW IDEAS, AND GENERALLY ACCELERATING ACCESS TO MENTAL HEALTHCARE IN THE US. | Description2Txt |
| Expenses2 | $530,022 | 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 | $3,833,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,833,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,833,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,775,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,239 | TotalTaxAmt |
| Distributable Before Adj | $186,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,913,496 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,913,496 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,461,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,889,114 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,365,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,174,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,890,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,913,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,726,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,617,408 | 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 | $31,617,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,461,278 | ExcessFromYear4Amt |
| Excess From Year3 | $5,889,114 | ExcessFromYear3Amt |
| Excess From Year2 | $12,365,440 | ExcessFromYear2Amt |
| Excess From Year1 | $6,174,631 | ExcessFromYear1Amt |
| Excess From Current Year | $5,726,945 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | 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 | FOR THE RIGHT RESPONSE | $100,000 | |
| ADVOCATE PROGRAM INC | ||||||||
| 1150 NW 72ND AVENUE 200 | MIAMI | FL | 33126 | N/A | PC | WAYFINDER - DECRIMINALIZING MENTAL ILLNESS | $100,000 | |
| ADVOCATE PROGRAM INC | ||||||||
| 1150 NW 72ND AVENUE 200 | MIAMI | FL | 33126 | N/A | PC | MIAMI JAIL DIVERSION PROJECT - DECRIMINALIZING MENTAL ILLNESS | $75,000 | |
| AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION | ||||||||
| 800 MAINE AVENUE SW | WASHINGTON | DC | 20024 | N/A | PC | SUPPORTING THE COMMUNITY PSYCHIATRY FELLOWS PROGRAM | $50,000 | |
| CAMDEN COALITION OF HEALTHCARE PROVIDERS | ||||||||
| 800 COOPER STREET 7TH FLOOR | CAMDEN | NJ | 08102 | N/A | PC | MEDICAL-LEGAL PARTNERSHIP | $100,000 | |
| CHILDREN'S RIGHTS | ||||||||
| 88 PINE STREET | NEW YORK | NY | 10005 | N/A | PC | LITIGATION TO DECRIMINALIZE MENTAL ILLNESS | $100,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 131 WEST 33RD ST 15TH FL | NEW YORK | NY | 10001 | N/A | PC | TO BUILD AN INTERSECTIONAL MOVEMENT TO DECRIMINALIZE MENTAL ILLNESS | $100,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | TO DECRIMINALIZE MENTAL ILLNESS IN KENTUCKY | $100,000 | |
| GEORGETOWN LAW CENTER FOR INNOVATIONS IN COMMUNITY SAFETY | ||||||||
| 600 NEW JERSEY AVE | WASHINGTON | DC | 20001 | N/A | PC | TO SUPPORT THE EXPANSION AND REDEVELOPMENT OF THE RIGHT RESPONSE DIRECTORY | $50,000 | |
| GREENBURGER CENTER FOR SOCIAL AND CRIMINAL JUSTICE | ||||||||
| 55 5TH AVE FL 15 | NEW YORK CITY | NY | 100034301 | N/A | PC | TO DECRIMINALIZE MENTAL ILLNESS | $25,000 | |
| INSEPARABLE INC | ||||||||
| 409 7TH ST NW | WASHINGTON | DC | 20004 | N/A | PC | ENFORCEMENT OF THE MENTAL HEALTH PARITY & ADDICTION ACT | $100,000 | |
| INTERNATIONAL DOCUMENTARY FOUNDATION INC | ||||||||
| 49 E 78TH ST 2A | NEW YORK | NY | 10075 | N/A | PC | FOR COMMITTED DOCUMENTARY | $100,000 | |
| JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||||
| 1090 VERMONT AVENUE NW SUITE 220 | WASHINGTON | DC | 20005 | N/A | PC | LITIGATION TO DECRIMINALIZE MENTAL ILLNESS | $100,000 | |
| LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PC | ENFORCEMENT OF THE MENTAL HEALTH PARITY & ADDICTION ACT | $100,000 | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS | ||||||||
| 2800 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PC | TO COMPILE A PROCESS EVALUATION FOR A SCALABLE, DATA DRIVEN CO-RESPONDER CRISIS PERSON-CENTERED TRIAGE APPROACH (PCTA) FRAMEWORK | $50,000 | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE | ||||||||
| 9213 HIDDEN CREEK DRIVE | GREAT FALLS | VA | 22066 | N/A | PC | THE PATH FORWARD | $50,000 | |
| MENTAL HEALTH LEADERSHIP INITIATIVE INC (DBA THE KENNEDY FORUM) | ||||||||
| 14 CENTRAL AVE | ISLAND HEIGHTS | NJ | 08732 | N/A | PC | ENFORCEMENT OF THE MENTAL HEALTH PARITY & ADDICTION ACT | $100,000 | |
| NAMI NATIONAL | ||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | N/A | PC | ENFORCEMENT OF THE MENTAL HEALTH PARITY & ADDICTION ACT | $100,000 | |
| NATIONAL CENTER FOR STATE COURTS | ||||||||
| 707 17TH STREET SUITE 2900 | DENVER | CO | 80202 | N/A | PC | TO CONTINUE TO BUILD COLLABORATIVE STATE AND LOCAL COURT PRACTICES. | $50,000 | |
| NEW VENTURE FUND | ||||||||
| 1828 L STREET NW | WASHINGTON DC | CA | 20036 | N/A | PC | TO SUPPORT THE JUSTICE INNOVATION LAB | $25,000 | |
| ONE MILLION MADLY MOTIVATED MOMS | ||||||||
| 7181 NORTH HUALAPAI WAY STE 130-859 | LAS VEGAS | NV | 89166 | N/A | PC | DECRIMINALIZING MENTAL ILLNESS | $125,000 | |
| ONE VOICE INC | ||||||||
| 1072 JR LYNCH STREET | JACKSON | MS | 39203 | N/A | PC | TO DECRIMINALIZE MENTAL ILLNESS IN MISSISSIPPI | $50,000 | |
| ONEFIFTEEN RECOVERY | ||||||||
| 6636 LONGSHORE STREET | DUBLIN | OH | 43017 | N/A | PC | TO DECRIMINALIZE MENTAL ILLNESS IN DAYTON | $100,000 | |
| RAND CORPORATION | ||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | N/A | PC | DECRIMINALIZING MENTAL ILLNESS | $37,415 | |
| RECOVERY INNOVATIONS INC | ||||||||
| 2701 N16TH STREET SUITE 316 | PHOENIX | AZ | 85006 | N/A | PC | ENFORCEMENT OF THE MENTAL HEALTH PARITY & ADDICTION ACT | $100,000 | |
| SAN FRANCISCO STUDY CENTER INC | ||||||||
| 610 16TH STREET SUITE M18 | OAKLAND | CA | 94612 | N/A | PC | MINDSITE NEWS: DIAGNOSIS INJUSTICE | $90,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (SEE) INC | ||||||||
| 23564 CALABASAS ROAD | CALABASAS | CA | 91302 | N/A | PC | TO SUPPORT FILMING FOR A DOCUMENTARY ON HOW THE MENTAL HEALTHCARE MODEL OF TRIESTE, ITALY HAS DECRIMINALIZED MENTAL ILLNESS IN THAT CITY | $10,000 | |
| THE BETTER ANGELS SOCIETY INC | ||||||||
| 5185 MACARTHUR BOULEVARD SUITE 570 | WASHINGTON | DC | 20016 | N/A | PC | SUPPORTING A DOCUMENTARY FILM ON THE HISTORY OF THE CRIMINAL LEGAL SYSTEM AND THE CRIMINALIZATION OF MENTAL ILLNESS | $50,000 | |
| THE UNIVERSITY OF ALABAMA | ||||||||
| 505 HACKBERRY LANE | TUSCALOOSA | AL | 35478 | N/A | PC | SUPPORT FOR THE SOUTHERN BEHAVIORAL HEALTH AND LAW INITIATIVE | $100,000 | |
| TIDES CENTER | ||||||||
| 1501 BROADWAY 24TH FLOOR | NY | NY | 10036 | N/A | PC | SUPPORT FOR ONE NATION/ONE PROJECT | $25,000 | |
| TRADEOFFS INC | ||||||||
| 424 S 47TH STREET | PHILADELPHIA | PA | 19143 | N/A | PC | PODCAST EPISODES TO DECRIMINALIZE MENTAL ILLNESS | $100,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 5310 E 31ST ST STE 300 | TULSA | OK | 74135 | N/A | PC | SUPPORT FOR HEALTHY MINDS POLICY INITIATIVE | $100,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| PO BOX 340 OFFICE OF SPONSORED | MILWAUKEE | WI | 532010340 | N/A | PC | TO DEVELOP A NATIONAL RESEARCH FRAMEWORK TO DECRIMINALIZE MENTAL ILLNESS | $200,000 | PROGRAMS |
| WAVE POOL CORP | ||||||||
| 2940 COLERIAN AVENUE | COLUMBUS | OH | 45225 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,762,415 | 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 | $163,451 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,451 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTSUKA AMERICA PHARMACEUTICAL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET CLARK MORGAN FOUNDATION | ||||||||||
| 10 WEST STREETSBORO STREET | HUDSON | OH | 44236 | 2024-06-20 | $100,000 | FOR CLEAR PATHWAYS | $100,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | 6/30/25 | 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. |
| THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION | ||||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 2024-06-10 | $25,000 | FOR THE THINK BIGGER, DO GOOD SERIES | $25,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | 6/30/25 | 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. |
| THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION | ||||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 2024-12-13 | $75,000 | FOR THE THINK BIGGER, DO GOOD SERIES | $75,000 | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS | 6/30/25 | 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. |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,885 | $0 | $4,885 |
| BANK FEES | $2,395 | $2,395 | $0 |
| SOFTWARE LICENSE FEE | $6,600 | $0 | $6,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STRATEGIC COMMUNICATIONS | $1,663,443 | $0 | $1,647,682 |
| COMMUNICATIONS CONSULTING | $232,633 | $0 | $228,633 |
| STAFFING SERVICES | $111,036 | $0 | $109,949 |
| ADVISING AND MANAGEMENT SERVICES | $352,241 | $0 | $322,241 |
| IMPACT EVALUATION | $30,100 | $0 | $30,100 |
| OTHER CONSULTING FEES | $29,526 | $0 | $68,276 |
| LOGISTICAL PLANNING AND PROJECT MANAGEMENT SERVICES | $530,022 | $0 | $530,022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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