BETA

MARTIN AND TONI SOSNOFF FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARTIN AND TONI SOSNOFF FOUNDATION (EIN 22-2231640)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-04-01
IRS object ID
202630919349100013
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-01T13:30:21-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341883473PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222231640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN & TONI SOSNOFF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone5618556259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 VIA BELLARIAAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN SOSNOFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128675000PhoneNum
Signature2026-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARC MINKERPreparerPersonNm
PTINP00529877PTIN
Phone2127905700PhoneNum
Preparation2026-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,993,534FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,503,852ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$93,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,201DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$345,485NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,589,364GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$345,485CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$152,926OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$152,926OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,095,464TotalRevAndExpnssAmt
Total Net Invst Incm$591,612TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,085AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$49,830TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,067OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,067OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,067TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,152TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,215,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,215,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,298,717TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,152TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,215,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,796,747ExcessRevenueOverExpensesAmt
Net Investment Income$564,460NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$377,008CashBOYAmt
Cash EOY$158,929CashEOYAmt
Cash EOYFMV$158,929CashEOYFMVAmt
Sav And Temp Cash Invst BOY$218,322SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,757SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$251,040USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,599,917CorporateStockBOYAmt
Corporate Stock EOY$786,217CorporateStockEOYAmt
Corporate Stock EOYFMV$1,142,339CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,154,142CorporateBondsBOYAmt
Corporate Bonds EOY$1,154,142CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,089,657CorporateBondsEOYFMVAmt
Other Investments BOY$346,887OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,085,000OtherAssetsBOYAmt
Other Assets EOY$6,588,852OtherAssetsEOYAmt
Other Assets EOYFMV$6,588,852OtherAssetsEOYFMVAmt
Total Assets BOY$5,032,316TotalAssetsBOYAmt
Total Assets EOY$8,701,897TotalAssetsEOYAmt
Total Assets EOYFMV$8,993,534TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,032,316NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,701,897NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,032,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,701,897TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,032,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,701,897TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,032,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,796,747ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,829,063SubtotalAmt
Other Decreases$127,166OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,701,897TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB- CAP GAINSP2025-11-30$7,589,364$7,238,192$351,172$351,172
PTP ADJUSTMENTS2025-11-30-$5,656-$5,656
ET LP - CAP GAIN2025-11-30$31-$31-$31
FieldValueIRS element (for citing)
Capital Gain Net Income$345,485CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,846InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,846SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,846TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,832EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,832TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,014TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCBIZ ADVISORS LLCIndividualWithBooksNm
Phone2127905700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1685 3RD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN SOSNOFF
260 VIA BELLARIAPALM BEACHFL33480TRUSTEE1.00$0$0$0
TONI SOSNOFF
260 VIA BELLARIAPALM BEACHFL33480TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,818,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$425,358AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,244,066TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,244,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,661CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,195,405NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,770MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,770MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,846TaxBasedOnInvestmentIncomeAmt
Income Tax$51,484IncomeTaxAmt
Total Tax$59,330TotalTaxAmt
Distributable Before Adj$100,440DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,440DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,440DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,215,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,215,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,440DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,732,482ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,713,974ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,481,121ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,131,289ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,038,724ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,097,590TotalExcessDistributionCyovAmt
Qualifying Distributions$2,215,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,115,210RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,212,800TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,732,482ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,480,318ExcessDistriCyovToNextYrAmt
Excess From Year4$1,713,974ExcessFromYear4Amt
Excess From Year3$1,481,121ExcessFromYear3Amt
Excess From Year2$6,131,289ExcessFromYear2Amt
Excess From Year1$2,038,724ExcessFromYear1Amt
Excess From Current Year$2,115,210ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTIN SOSNOFFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER DRUG DISCOERY FOUNDATION
57 WEST 57ST SUITE 904NEW YORKNY10019NONEEXEMPT ORGANIZATIONCHARITABLE$10,000
ASPCA
424 E 92ND STREETNEW YORKNY10128NONEEXEMPT ORGANIZATIONCHARITABLE$25,000
BARD COLLEGE
30 CAMPUS RDANNANDALEONHUDSONNY12504NONEEXEMPT ORGANIZATIONCHARITABLE$250,000
CHAMBER MUSIC SOCIETY OF PALM BEACH
190 VALENCIA RDWEST PALM BEACHFL33401NONEEXEMPT ORGANIZATIONCHARITABLE$40,000
HOFSTRA UNIVERSITY
101 HOFSTRA UNIVERSITYHEMPSTEADNY11549NONEEXEMPT ORGANIZATIONCHARITABLE$15,000
KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEEXEMPT ORGANIZATIONCHARITABLE$25,000
MIAMI CITY BALLET
2200 LIBERTY AVEMIAMI BEACHFL33139NONEEXEMPT ORGANIZATIONCHARITABLE$25,000
MOUNT SINAI HEALTH SYSTEM
555 W 57TH STNEW YORKNY10019NONEEXEMPT ORGANIZATIONCHARITABLE$575,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEEXEMPT ORGANIZATIONCHARITABLE$334,000
NORTON MUSEUM OF ART
1450 S DIXIE HIGHWAYWEST PALM BEACHFL33401NONEEXEMPT ORGANIZATIONCHARITABLE$38,000
PALM BEACH DRAMAWORKS
201 CLEMATIS STWEST PALM BEACHFL33401NONEEXEMPT ORGANIZATIONCHARITABLE$30,000
PALM BEACH OPERA
1800 S AUSTRALIAN AVE 301WEST PALM BEACHFL33409NONEEXEMPT ORGANIZATIONCHARITABLE$170,000
SAINT ANN'S SCHOOL
129 PIERREPONT STBROOKLYNNY11201NONEEXEMPT ORGANIZATIONCHARITABLE$7,000
THE EYE CANCER FOUNDATION
115 E 61ST ST 5BNEW YORKNY10065NONEEXEMPT ORGANIZATIONCHARITABLE$20,000
NDH FOUNDATION
6531 SPRING BROOK AVERHINEBECKNY12572NONEEXEMPT ORGANIZATIONCHARITABLE$400,000
DUTCHESS COUNTY VOLUNTEER FIREFIGHTERS ASSOCIATION
392 CREEK RDPOUGHKEEPSIENY12601NONEEXEMPT ORGANIZATIONCHARITABLE$150
HOPPER HERITAGE FOUNDATION
442 TUCKER RDMADISONNC27025NONEEXEMPT ORGANIZATIONCHARITABLE$1,500
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PLNEW YORKNY10029NONEEXEMPT ORGANIZATIONCHARITABLE$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,215,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,201ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$152,926ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$345,485ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$591,612ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$591,612TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTONI SOSNOFFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1260 VIA BELLARIAAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,503,852TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ARTWORK - CECILY BROWN - HIGH SOCIETY$1,046,6502025-09-25
1ARTWORK - FRANK STELLA - CONCENTRIC SQUARE$3,973,0002025-09-25
1ARTWORK - FRANK STELLA - CONCENTRIC SQUARE$484,2022025-09-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES (CBIZ TAX PREP FEES)CategoryTxt
Amt$12,170Amt
Net Investment Income$6,085NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200,000 SHRS METLIFE INC$224,650$210,219
200,000 SHRS TEVA PHARMACEUTICALS$202,790$207,250
750,000 SHRS MACY'S INC 4.5%$726,702$672,188

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1 SHRS XPERI$61$6
3 SHRS TESSERA TECHNOLOGIES INC$124$37
900 SHRS AMAZON$173,495$209,898
4,800 SHRS NEW YORK TIMES$58,650$309,600
5,000 SHRS CITIGROUP INC$50,855$51,800
200 SHRS GOLDMAN SACHS GROUP$116,201$165,208
500 SHRS APPLE$122,126$139,425
300 SHRS MICROSOFT$153,683$147,603
700 SHRS JPMORGAN CHASE & CO$111,022$118,762

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORK - ISAMU NOGUCHI, MORTALITY$1,085,000$1,085,000$1,085,000
ARTWORK - CECILY BROWN - HIGH SOCIETY$1,046,650$1,046,650
ARTWORK -FRANK STELLA - CONCENTRIC SQUARE$3,973,000$3,973,000
ARTWORK - GEORGE BASELITZ - KOLLERVOS FUSSE MIT DEM$484,202$484,202

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPTP ADJUSTMENTSDesc
Amt$127,166Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS SERVICES FEES$11,840$11,840$0
THRU ENTERPRISE PRODUCTS$7,712$7,712$0
THRU ENERGY TRANSFER LP$1,515$1,515$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescORDINARY GAIN THRU PUBLICLY TRADED PARTNERSHIPDesc
Revenue And Expenses Per Books$152,926RevenueAndExpensesPerBooksAmt
Net Investment Income$152,926NetInvestmentIncomeAmt
Adjusted Net Income$152,926AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$49,830Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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