BRILLO-SONNINO FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRILLO-SONNINO FAMILY FOUNDATION (EIN 20-4463571)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-08-01
- IRS object ID
- 202632139349100003
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-01T16:47:52-07:00 | ReturnTs |
| Tax Period End | 2026-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222652618 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholas G Mamary CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Main Street | AddressLine1Txt |
| City | Hackensack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204463571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brillo-Sonnino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIL | BusinessNameControlTxt |
| Phone | 6462656743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 Collins Avenue | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas G Mamary | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 6462656743 | PhoneNum |
| Signature | 2026-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Pedulla CPA | PreparerPersonNm |
| PTIN | P00230146 | PTIN |
| Phone | 2018714333 | PhoneNum |
| Preparation | 2026-07-31 | 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 | $7,364,410 | 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 | $2,963 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,963 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $209,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $209,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,085,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,565 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $12,367 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $127 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $264,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,367 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $92,039 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $29,965 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,136 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $130,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,471 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,367 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,176 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $4,053,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,877,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,931,499 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $314,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $343,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $343,735 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,455,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,310,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,364,410 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,595 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,852 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,852 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,453,744 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,285,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,453,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,285,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,455,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,310,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,453,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,285,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,285,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab - (Acct. 9420-7502) | P | 2020-03-01 | 2026-02-28 | $5,531,155 | $0 | $5,514,423 | $16,732 | $0 | $0 | $0 | $16,732 |
| Interactive Brokers - (Acct. U2574997) | P | 2020-03-01 | 2026-02-28 | $163,633 | $0 | $246,063 | -$82,430 | $0 | $0 | $0 | -$82,430 |
| JAB Partners LP K-1 (Capital Gain Distributions) | P | 2019-05-22 | 2026-02-28 | $52,044 | $0 | $0 | $52,044 | $0 | $0 | $0 | $52,044 |
| Kepos Alpha Fund LTD | P | 2011-02-28 | 2025-04-08 | $82,852 | $0 | $30,000 | $52,852 | $0 | $0 | $0 | $52,852 |
| Goldman Sachs (Acct. 862-5) | P | 2025-10-22 | 2026-02-28 | $255,358 | $0 | $242,991 | $12,367 | $0 | $0 | $0 | $12,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,565 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,367 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$7,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $3,243 | OverpaymentAmt |
| Applied To ES Tax | $3,243 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholas G Mamary CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2018714333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 Main Street | AddressLine1Txt |
| City | Hackensack | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Mark D Sonnino | ||||||||
| 3315 Collins Avenue Apt 10-A | Miami Beach | FL | 33140 | Trustee/Investment Mgr | 4.00 | $0 | $0 | $0 |
| Lyn Brillo | ||||||||
| 3315 Collins Avenue Apt 10-A | Miami Beach | FL | 33140 | Trustee | 0.10 | $0 | $0 | $0 |
| Nicholas Mamary | ||||||||
| 7 Green Way | Old Tappan | NJ | 07675 | Trustee | 0.10 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDS Asset Management LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 Collins Avenue - 10A | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Servicesand Administration | ServiceTypeTxt |
| Compensation | $92,040 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundations purpose is to make donations to charitable organizations including Columbia University as well as other educational, medical research, family assistance and environmental organizations. | Description1Txt |
| Expenses1 | $130,140 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $107,685 | Year1Amt |
| Total | $107,685 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $107,685 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $107,685 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $4,508,191 | Year1Amt |
| Year2 | $6,843,088 | Year2Amt |
| Year3 | $6,180,607 | Year3Amt |
| Total | $17,531,886 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $4,508,191 | Year1Amt |
| Year2 | $6,843,088 | Year2Amt |
| Year3 | $6,180,607 | Year3Amt |
| Total | $17,531,886 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,332,715 | Year1Amt |
| Year2 | $641,923 | Year2Amt |
| Year3 | -$84,013 | Year3Amt |
| Total | $1,890,625 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mark D Sonnino Lyn Brillo | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mark D Sonnino | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 Collins Avenue Apt 10A | AddressLine1Txt |
| City | Miami Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | written, description of charity and mission statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | Religious, Chartitble, Scientific, Literary or Educational purposes | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 125 Broad Street 18th Fl | New York | NY | 10004 | PC | Civil Rights | $7,500 |
| Best Friends Animal Society | ||||||
| 5001 Angel Canyon Rd | Kanab | UT | 84741 | PC | Animal Welfare | $3,500 |
| Doctors Without Borders | ||||||
| 333 7th Avenue | New York | NY | 10001 | PC | Medical Relief | $10,000 |
| WSHU | ||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | PC | Public Radio | $1,500 |
| Donorschooseorg | ||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | PC | Education | $5,086 |
| Keepers of the Wild | ||||||
| 13441 E Highway 66 | Valentine | AZ | 86437 | PC | Animal Welfare | $1,000 |
| Foundation for Santa Barbara CC | ||||||
| 721 Cliff Drive | Santa Barbara | CA | 93109 | PC | Health and Relief | $2,500 |
| Planned Parenthood | ||||||
| 26 Bleecker Street | New York | NY | 10012 | PC | Medical andReproductive | $10,000 |
| Shelterbox USA | ||||||
| 7359 Merchant Court | Lakewood Ranch | FL | 34240 | PC | Humanitarian | $7,500 |
| Mt Sinai Foundation | ||||||
| 4300 Slton Road | Miami Beach | FL | 33140 | PC | Medical | $10,000 |
| Remote Area Medical | ||||||
| 2200 Stock Creek Blvd | Rockford | TN | 37853 | PC | Medical VeterinaryDisaster Relief | $7,500 |
| Columbia University | ||||||
| 116th and Broadway | New York | NY | 10027 | PC | Educational | $10,000 |
| Matthew 25 Ministries | ||||||
| PO Box 331 | Vienna | VA | 22183 | PC | Religous | $5,000 |
| Water Missions | ||||||
| 1150 Molly Green Way Bldg 1605 | N Charleston | SC | 29405 | PC | Humanitarian | $7,500 |
| Adopt-A-Native Elder | ||||||
| 328 W Gregson Ave | Salt Lake City | UT | 84115 | PC | Humanitarian | $12,500 |
| Billion Oyster Project | ||||||
| 10 South Street Slip 7 | New York | NY | 10004 | PC | Humanitarian | $5,000 |
| Archeology Southwest | ||||||
| 300 N Ash Ave | Tucson | AZ | 85701 | PC | Humanitarian | $1,500 |
| Conserve Wildlife | ||||||
| 2 Preservation Place | Princeton | NJ | 08540 | PC | Animal Suport | $3,500 |
| Episcopal Releif & Development | ||||||
| 815 2nd Ave | New York | NY | 10017 | PF | Religous | $10,000 |
| First Nations Development | ||||||
| 2432 Main Street | Longmont | CO | 80501 | PC | Humanitarian | $7,500 |
| Give Directly | ||||||
| PO Box 3221 | New York | NY | 10008 | PC | Humanitarian | $2,500 |
| JDJ Foundation | ||||||
| 14 Murray Street 223 | New York | NY | 10007 | PC | Humanitarian | $4,000 |
| ProPublica | ||||||
| 155 Ave of the Americans - 13th Flo | New York | NY | 10013 | PF | News & Journalism | $7,500 |
| Apopo US | ||||||
| 712 H St NE | Washington | DC | 20002 | PC | Animal Support | $2,500 |
| Center for Biological Div | ||||||
| PO Box 710 | Tucson | AZ | 857020710 | PC | Animal Protection | $2,500 |
| Ironwood Pig Sanctuary | ||||||
| PO Box 35490 | Tucson | AZ | 85740 | PC | Animal Protection | $500 |
| One Acre Fund | ||||||
| 81 Prospect Street | Brooklyn | NY | 11201 | PC | Humanitarian-Farmer Support | $1,500 |
| Redrover | ||||||
| PO Box 188890 | Sacramento | CA | 95818 | PC | Animal Support | $2,000 |
| Vision to Learn | ||||||
| 12100 Wilshire Blvd - Suite 1275 | Los Angeles | CA | 90025 | PC | Humanitarian-Childrens Eyesight | $7,500 |
| World Central Kitchen | ||||||
| 200 Massachusetts Ave NW - 7th Floo | Washington | DC | 20001 | PC | Humanitarian-Food Relief | $5,000 |
| Americares | ||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | PC | Healthcare | $8,000 |
| Best Buddies | ||||||
| 100 Southeast Second St Suite 2200 | Miami | FL | 33131 | PC | Humanitarian | $1,500 |
| Fund for Public Health | ||||||
| 22 Cortlandt St | New York | NY | 10007 | PC | Healthcare | $2,500 |
| LA Foodbank | ||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | PC | Humanitarian | $7,500 |
| Pathfinder International | ||||||
| 1015 15th Street NW Suite 1100 | Washington | DC | 20005 | PC | Humanitarian | $2,500 |
| Return to Freedom | ||||||
| PO Box 926 | Lompoc | CA | 93438 | PC | Animal Support | $1,000 |
| Center for Reproductive Rights | ||||||
| 199 Water Street | New York | NY | 10038 | PC | Humanitarian | $5,000 |
| The Smile Train | ||||||
| 633 3rd Ave 9th Floor | New York | NY | 10017 | PC | Humanitarian | $3,500 |
| The Welcoming Center | ||||||
| 211 N 13th St 4th Floor | Philadelphia | PA | 19107 | PC | Humanitarian | $1,500 |
| WPY Paws Chicago | ||||||
| 1997 N Clybourn Ave | Chicago | IL | 60614 | PC | Animal Support | $1,500 |
| Animal Shelter Asst Prog | ||||||
| 5473 Overpass Rd - Unit 101 | Santa Barbara | CA | 93111 | PC | Animal Support | $150 |
| Clean Ocean Action | ||||||
| 49 Avenel Blvd | Long Branch | NJ | 07740 | PC | Environmental | $3,000 |
| Crayon to Classrooms | ||||||
| 1750 Woodman Drive | Dayton | OH | 45420 | PC | Child Support | $1,500 |
| Freedom to Choose Foundation | ||||||
| 315 Meigs Road - Suite A295 | Santa Barbara | CA | 93109 | PC | General Charitable | $5,235 |
| GCLLAW | ||||||
| 2 Park Avenue - 20th Floor | New York | NY | 10016 | PC | Legal | $5,000 |
| KPCC - So Ca Pub Radio | ||||||
| 474 S Raymond Ave | Pasadena | CA | 91105 | PC | Public Radio | $1,500 |
| NILCorg | ||||||
| 3450 Wilshire Blvd - Suite 108-62 | Los Angeles | CA | 90010 | PC | Low-Incom Advocacy | $7,500 |
| Nuzzles and Co | ||||||
| 6466 N High View Rd | Peoa | UT | 84061 | PC | Animal Support | $350 |
| Partners in Health | ||||||
| 800 Boylston Street - Suite 300 | Boston | MA | 02199 | PC | Humanitarian | $7,500 |
| PBS SOCALKOCETV | ||||||
| 3080 Bristo St - Suite 100 | Costa Mesa | CA | 92626 | PC | Public Television | $1,500 |
| Puppies Behind Bars | ||||||
| 263 West 38th Street - 4th Floor | New York | NY | 10018 | PC | Animal Support | $3,000 |
| Searchdog Foundation | ||||||
| 6800 Wheeler Canyon Road | Santa Paula | CA | 93060 | PC | Animal Support | $3,000 |
| Southern Poverty Law | ||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | PC | Civil Rights | $7,500 |
| UA Foundation | ||||||
| 1111 N Cherry Avenue | Tucson | AZ | 85721 | PC | Philanthropic Support | $15,000 |
| wwwdirectrelieforg | ||||||
| 61000 Wallace Becknell Road | Santa Barbara | CA | 93117 | PC | Disaster and Health Care Support | $15,000 |
| 4 Paws | ||||||
| 36 Bromfield Street - Ste 410 | Boston | MA | 02108 | PC | Animal Shelter Support | $3,000 |
| AZ Desert Museum | ||||||
| 2021 North Kinney Road | tucson | AZ | 85743 | PF | Contributions towards expenses. | $250 |
| Bear League | ||||||
| PO Box 393 | Homewood | CA | 96141 | PC | Wildlife preservation and protection | $250 |
| Bishop Diego High School | ||||||
| 4000 La Colina Road | Santa Barbara | CA | 93110 | PF | Educational | $150 |
| Camfed USA Foundation | ||||||
| 1 Embarcadero Center | San Francisco | CA | 94111 | PF | Educational | $2,000 |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | PC | Poverty and Environmental | $2,500 |
| Intl Medical Corps | ||||||
| 12400 Wilshire Boulevard - Ste 470 | Los Angeles | CA | 90025 | PC | Humanatarian | $5,000 |
| National Public Radio | ||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | PC | Non-Profit News | $1,500 |
| Santa Barbara Wil Goleta | ||||||
| 1460 North Fairview Avenue | Goleta | CA | 93117 | PC | Wildlife | $2,000 |
| Sea Shepherd USA | ||||||
| PO Box 7750 | Woodbridge | VA | 22195 | PC | Marine Wildlife | $2,500 |
| The Tomorrow Fund | ||||||
| 10 Davol Square - Ste 202 | Providence | RI | 02903 | PC | Financial and Emotional Support - Children with Cancer | $5,000 |
| Tucson Center for Women | ||||||
| 2545 East Adams Street | Tucson | AZ | 85716 | PC | Domestic Abuse Support | $1,000 |
| Venice Family Clinic | ||||||
| 604 Rose Avenue | Venice | CA | 90291 | PC | Health Care for Low Income and Unisured | $1,500 |
| Walkinsunshine | ||||||
| PO Box 2626 | Westfield | NJ | 07091 | PC | Financial Support - Families who have lost a child. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,471 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,963 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $209,449 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $127 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains (Losses) | Desc |
| Business | 523300 | BusinessCd |
| Unrelated Business Taxbl Incm | $51,565 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $264,104 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,104 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 & 4 | Resources to Religious, Chartitble, Scientific, Literary & Educational Organizations |
| 11a & | Resources to Religious, Chartitble, Scientific, Literary & Educational Organizations |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Charles Schwab Acc#9420-7502 | $1,620,736 | $4,606,511 |
| Interactive Brokers | $521,307 | $552,954 |
| Goldman Sachs - 8625 | $1,735,135 | $1,772,034 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JAB Partners, LP | CategoryOrItemTxt |
| Book Value | $343,735 | BookValueAmt |
| EOYFMV | $343,735 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Brokerage Fees | $7,614 |
| Commissions | $73 |
| Bank Charges | $449 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MDDS Asset Management LLC Investment Advisory and Admin | CategoryTxt |
| Amt | $92,039 | Amt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Foundation relies on me, a Co-Trustee/CPA to file the Foundation tax returns. I rely on an associate CPA who has extensive experience with Non-Profit organizations to prepare the extension and complete the tax return for my reivew and E-filing. The Foundation has a fiscal year ending February 28 and accordingly a year end filing date of July 15, 2026 which is not a usual filing deadline date for any other tax returns. It obviously can easily be overlooked, as in this case this year. Foundation made sufficient estimated tax payments and no balance of liability is due with the tax filing. I beleive we have past history of tiemly filing tax returns Unfortuntely, and not do to willful neglect and probably more due to my getting up age, I did not realize an extension of time was not filed until 4AM on July 20, 2026 We immediatley requested, assembled and analyzed all financial records necessary to accurately complete the tax return and are hereby submitting the return as soon as was possible. We respectfully request abatement of any potential late filing penalty Nicholas G Mamary - CPA and Co-Trustee | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Income Tax: | $28,513 |
| Foreign Income Tax: | $1,452 |
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