Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DR ROBERT C & TINA SOHN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)99 MAIN STREET 236
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHEFFIELD, MA012577010
A Employer identification number

99-0306576
B Telephone number (see instructions)

(212) 408-0596
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,264,362J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,159 10,159  
4 Dividends and interest from securities... 42,291 42,291  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 136,355
b Gross sales price for all assets on line 6a 685,261
7 Capital gain net income (from Part IV, line 2)... 136,355
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000 0  
12 Total. Add lines 1 through 11........ 191,805 188,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 182,000 54,600   127,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 56,526 16,958   39,568
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,545 0   7,545
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,883 19,883   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,286 250   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,008 106   3,902
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 271,248 91,797   178,415
25 Contributions, gifts, grants paid....... 435,000 435,000
26 Total expenses and disbursements. Add lines 24 and 25 706,248 91,797   613,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -514,443
b Net investment income (if negative, enter -0-) 97,008
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 407,567 124,559 124,559
2 Savings and temporary cash investments......... 189,048 159,224 159,224
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 285,049 Click to see attachment
List of Attached Documents:
// Content
277,681 		261,357
b Investments—corporate stock (attach schedule)....... 1,255,574 Click to see attachment
List of Attached Documents:
// Content
1,065,667 		1,442,898
c Investments—corporate bonds (attach schedule)....... 139,536 Click to see attachment
List of Attached Documents:
// Content
132,925 		124,019
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 130,241 Click to see attachment
List of Attached Documents:
// Content
132,516 		117,855
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
34,450 		Click to see attachment
List of Attached Documents:
// Content
34,450 		Click to see attachment
List of Attached Documents:
// Content
34,450
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,441,465 1,927,022 2,264,362
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,441,465 1,927,022
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,441,465 1,927,022
30 Total liabilities and net assets/fund balances (see instructions). 2,441,465 1,927,022
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,441,465
2
Enter amount from Part I, line 27a .....................
2
-514,443
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,927,022
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,927,022
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 685,144   548,906 136,238
b 117     117
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       136,238
b       117
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 136,355
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,348
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,348
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,348
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,427
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowHI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTP://SOHNFOUNDATION.ORG/
14
The books are in care ofright arrowNORMAN LEBEN Telephone no.right arrow (212) 408-0596

Located atright arrow99 MAIN STREET SUITE 236SHEFFIELDMA ZIP+4right arrow012577010
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARRY R SHAPIRO TRUSTEE, PRESIDENT, CEO
30.00 		96,000 20,930 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
NORMAN LEBEN TRUSTEE, EVP, CFO
30.00 		84,000 20,106 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
STELLA LELLOS TRUSTEE
0.10 		500 0 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
RAYMOND S KASEVICH TRUSTEE
0.10 		500 0 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
WILLIAM LEONE TRUSTEE
0.10 		500 0 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
DANIEL SEITZ TRUSTEE
0.10 		500 0 0
99 MAIN STREET SUITE 236
SHEFFIELD,MA012577010
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,003,497
b
Average of monthly cash balances.......................
1b
380,529
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,384,026
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,384,026
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,760
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,348,266
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
117,413
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
117,413
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,348
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,348
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
116,065
4
Recoveries of amounts treated as qualifying distributions................
4
3,000
5
Add lines 3 and 4............................
5
119,065
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
119,065
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
613,415
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
613,415
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 119,065
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 487,594
b From 2019...... 523,083
c From 2020...... 494,413
d From 2021...... 439,302
e From 2022...... 437,164
f Total of lines 3a through e ........ 2,381,556
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 613,415
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 119,065
e Remaining amount distributed out of corpus 494,350
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,875,906
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		487,594
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,388,312
10 Analysis of line 9:
a Excess from 2019.... 523,083
b Excess from 2020.... 494,413
c Excess from 2021.... 439,302
d Excess from 2022.... 437,164
e Excess from 2023.... 494,350
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTION FOR THE CLIMATE EMERGENCY

529 MAIN STREET SUITE 200
CHARLESTOWN,MA02129 		N/A PC GENERAL SUPPORT 10,000

ALVIN ALLEY AMERICAN DANCE THEATRE

405 WEST 55TH STREET
NEW YORK,NY10019 		N/A PC GENERAL SUPPORT 1,000

ARTISTS FOR HUMANITY INC

100 2ND STREET
BOSTON,MA02127 		N/A PC GENERAL SUPPORT 2,500

BERKSHIRE GROWN

PO BOX 983
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 15,000

BERKSHIRE HUMANE SOCIETY

214 BARKER ROAD
PITTSFIELD,MA01201 		N/A PC GENERAL SUPPORT 4,000

BERKSHIRE NATURAL RESOURCE COUNCIL

20 BANK ROW
PITTSFIELD,MA01201 		N/A PC GENERAL SUPPORT 5,000

BERKSHIRE OPERA FESTIVAL

54 WENDELL AVENUE SUITE 5
PITTSFIELD,MA01201 		N/A PC GENERAL SUPPORT 1,000

BOSTON BALLET

19 CLARENDON STREET
BOSTON,MA02116 		N/A PC GENERAL SUPPORT 2,500

BROOKLYN BRIDGE PARK CONSERVANCY

334 FURMAN STREET
BROOKLYN,NY11201 		N/A PC GENERAL SUPPORT 2,500

CARY INSTITUTE OF ECOSYSTEM STUDIES

PO BOX AB 2801 SHARON TURNPIKE
MILLBROOK,NY12545 		N/A PC GENERAL SUPPORT 10,000

CHESS IN THE SCHOOLS

520 EIGHTH AVENUE 22ND FLOOR
NEW YORK,NY10018 		N/A PC GENERAL SUPPORT 1,000

COMMUNITY ACCESS TO THE ARTS (CATA)

240 STOCKBRIDGE ROAD SUITE 2
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 25,000

CONSTRUCT INC

316A STATE ROAD
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 13,500

CRADLES TO CRAYONS

281 NEWTONVILLE AVENUE
NEWTON,MA02460 		N/A PC GENERAL SUPPORT 2,500

EAST END HOSPICE

PO BOX 1048
WESTHAMPTON BEACH,NY11987 		N/A PC GENERAL SUPPORT 5,000

FOOD & WATER WATCH

1616 P STREET NW
WASHINGTON,DC20036 		N/A PC GENERAL SUPPORT 15,000

GREENAGERS

PO BOX 157
SOUTH EGREMONT,MA01258 		N/A PC GENERAL SUPPORT 1,000

GROW NYC

PO BOX 2327
NEW YORK,NY10272 		N/A PC GENERAL SUPPORT 2,500

HEALTHY SCHOOLS NETWORK INC

153 REGENT STREET SUITE 1050
SARATOGA SPRINGS,NY12866 		N/A PC GENERAL SUPPORT 2,500

HENRY VISCARDI SCHOOL

201 I U WILLETS ROAD
ALBERTSON,NY11507 		N/A PC GENERAL SUPPORT 2,500

JACOBS PILLOW DANCE

358 GEORGE CARTER ROAD
BECKET,MA01223 		N/A PC GENERAL SUPPORT 10,000

KRIPALU

PO BOX 309
STOCKBRIDGE,MA01262 		N/A PC GENERAL SUPPORT 10,000

LAPHAM'S QUARTERLY

27 UNION SQUARE WEST SUITE 302
NEW YORK,NY10003 		N/A PC GENERAL SUPPORT 1,000

LITERACY NETWORK OF SOUTH BERKSHIRE

32 PARK STREET
LEE,MA01238 		N/A PC GENERAL SUPPORT 5,000

LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM INC

400 BAKER BRIDGE ROAD
LINCOLN,MA01773 		N/A PC GENERAL SUPPORT 10,000

MAHIAWE PERFORMING ARTS CENTER

PO BOX 690 244 MAIN STREET
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 10,000

MASS AUDUBON

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		N/A PC GENERAL SUPPORT 10,000

MEMORIAL SLOAN KETTERING CANCER CENTER

PO BOX 27432
NEW YORK,NY10087 		N/A PC GENERAL SUPPORT 1,500

MIRA COALITION

105 CHAUNCY STREET SUITE 901
BOSTON,MA02111 		N/A PC GENERAL SUPPORT 1,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011 		N/A PC GENERAL SUPPORT 25,000

NEW MARLBOROUGH LAND TRUST

PO BOX 275
NEW MARLBOROUGH,MA01259 		N/A PC GENERAL SUPPORT 500

NEW MARLBOROUGH MEETING HOUSE

154 HARTSVILLE-NEW MARLBOROUGH ROAD
NEW MARLBOROUGH,MA01230 		N/A PC GENERAL SUPPORT 1,500

NEW YORK CITY BALLET

20 LINCOLN CENTER
NEW YORK,NY10023 		N/A PC GENERAL SUPPORT 15,000

NONPROFIT CENTER OF THE BERKSHIRES

40 RAILROAD STREET SUITE 10
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 2,000

NORMAN ROCKWELL MUSEUM

PO BOX 308
STOCKBRIDGE,MA01262 		N/A PC GENERAL SUPPORT 12,500

PROSPECT PARK ALLIANCE

95 PROSPECT PARK WEST
BROOKLYN,NY11215 		N/A PC GENERAL SUPPORT 10,000

REED FOUNDATION FOR AUTISM

25 POTASH ROAD
OAKLAND,NJ07436 		N/A PC GENERAL SUPPORT 5,000

RIVERVIEW SCHOOL

551 ROUTE 6A
EAST SANDWICH,MA02537 		N/A PC GENERAL SUPPORT 5,000

SAINT DOMINIC'S FAMILY SERVICES

500 WESTERN HIGHWAY
BLAUVELT,NY10913 		N/A PC GENERAL SUPPORT 2,500

SAMUEL WAXMAN CANCER RESEARCH FOUNDATION

420 LEXINGTON AVENU SUITE 825
NEW YORK,NY10170 		N/A PC GENERAL SUPPORT 25,000

SHAKESPEARE & COMPANY

70 KEMBLE STREET
LENOX,MA01240 		N/A PC GENERAL SUPPORT 47,500

SHEFFIELD LAND TRUST

PO BOX 940
SHEFFIELD,MA01257 		N/A PC GENERAL SUPPORT 1,000

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		N/A PC GENERAL SUPPORT 5,000

THE HUMANE FARMING ASSOCIATION

PO BOX 3577
SAN RAFAEL,CA94912 		N/A PC GENERAL SUPPORT 1,000

THE JEWISH BOARD

135 WEST 50TH STREET 6TH FLOOR
NEW YORK,NY10026 		N/A PC GENERAL SUPPORT 25,000

THE PEOPLE'S PANTRY

PO BOX 1115
GREAT BARRINGTON,MA01230 		N/A PC GENERAL SUPPORT 5,000

THE SYLVIA CENTER

2417 THIRD AVENUE SUITE 301
BRONX,NY10451 		N/A PC GENERAL SUPPORT 5,000

UPTOWN STORIES

178 BENNETT AVENUE
NEW YORK,NY10040 		N/A PC GENERAL SUPPORT 2,500

VAN CORTLAND PARK ALLIANCE

80 VAN CORTLAND PARK SOUTH SUITE E1
BRONX,NY10463 		N/A PC GENERAL SUPPORT 2,500

VISCARDI CENTER

201 IU WILLETS ROAD
ALBERTSON,NY11507 		N/A PC GENERAL SUPPORT 26,000

WALTHAM FIELDS COMMUNITY FARM

240 BEAVER STREET
WALTHAM,MA02452 		N/A PC GENERAL SUPPORT 1,000

WAM

PO BOX 712
LENOX,MA01240 		N/A PC GENERAL SUPPORT 1,000

WAVE HILL

675 WEST 252ND STREET
BRONX,NY10471 		N/A PC GENERAL SUPPORT 1,000

WESTERN MA TRAINING CONSORTIUM

187 HIGH STREET SUITE 202
HOLYOKE,MA01040 		N/A PC GENERAL SUPPORT 5,000

WNET

825 EIGHTH AVENUE
NEW YORK,NY10019 		N/A PC GENERAL SUPPORT 20,000
Total .................................right arrow 3a 435,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 10,159  
4 Dividends and interest from securities ....     14 42,291  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 136,355  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRESCINDED GRANTS 		    01 3,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 191,805 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
191,805
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 7,545 0   7,545

TY 2023 InvestmentsCorpBondsSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBIVE INC 3.200% 11/21/29 (00287YBX6) 4,000 QTY 4,075 3,744
AMAZON.COM INC GLB 3.600% 04/13/32 (023135CH7) 5,000 QTY 4,784 4,771
AMERICAN EXPRESS CO 5.850% 11/05/27 (025816DB2) 5,000 QTY 5,003 5,218
ANHEUSER-BUSCH INBEV FIN COMPANY 4.900% 02/01/46 (035242AN6) 3,000 QTY 3,515 2,942
BP CAP MARKETS AMERICA COMPANY GUARNT 4.234% 11/06/28 (10373QAE0) 10,000 QTY 10,708 9,944
CITIGROUP INC 3.200% 10/21/26 (172967KY6) 10,000 QTY 9,895 9,543
CVS HEALTH CORP GLB 4.300% 03/25/28 (126650CX6) 5,000 QTY 5,451 4,921
FISERV INC GLB 3.200% 07/01/26 (337738AT5) 3,000 QTY 3,066 2,889
GOLDMAN SACHS GROUP INC GLB 3.500% 11/16/26 (38145GAH3) 10,000 QTY 10,056 9,633
GOLDMAN SACHS GROUP INC GLB VAR% 03/09/27 (38141GYA6) 4,000 QTY 3,885 3,689
GOLDMAN SACHS GROUP INC VAR% 09/29/25 (38141GWQ3) 3,000 QTY 3,092 2,950
JPMORGAN CHASE & CO GLB VAR% 04/22/31 (46647PBL9) 15,000 QTY 15,356 12,992
MICROSOFT CORP GLB 3.125% 11/03/25 (594918BJ2) 5,000 QTY 5,014 4,882
MORGAN STANLEY SER F GLB 3.875% 04/29/24 (61746BDQ6) 5,000 QTY 5,008 4,972
MORGAN STANLEY SER GMTN GLB 3.875% 01/27/26 (61746BDZ6) 8,000 QTY 8,192 7,838
QUALCOMM INC GLB 2.150% 05/20/30 (747525BK8) 10,000 QTY 9,647 8,822
VERIZON COMMUNICATIONS GLB 2.650% 11/20/40 (92343VFT6) 6,000 QTY 5,247 4,337
VERIZON COMMUNICATIONS GLB 4.329% 09/21/28 (92343VER1) 5,000 QTY 5,521 4,952
WELLS FARGO & CO SER MTN GLB 3.750% 01/24/21 (95000U2C6) 15,000 QTY 15,410 14,980

TY 2023 InvestmentsCorpStockSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Name of Stock End of Year Book Value End of Year Fair Market Value
A N S Y S INC (ANSS) 5.000 SHARES 836 1,814
ABBOTT LABS (ABT) 129.000 SHARES 15,184 14,199
ABBVIE INC (ABBV) 117.000 SHARES 13,998 18,131
ACCENTURE PLC SHS (ACN) 43.000 SHARES 6,874 15,089
AGILENT TECHNOLOGIES INC (A) 29.000 SHARES 3,687 4,032
AIR PRODUCTS&CHEM (APD) 41.000 SHARES 9,577 11,226
ALEXANDRIA REAL EST EQTS (ARE) 12.000 SHARES 1,712 1,521
ALIBABA GROUP HOLDING LT (BABA) 36.000 SHARES 6,566 2,790
ALPHABET INC SHS CL A (GOOGL) 69.000 SHARES 6,362 9,639
ALPHABET INC SHS CL C (GOOG) 61.000 SHARES 5,956 8,597
AMAZON COM INC (AMZN) 110.000 SHARES 13,088 16,713
AMER EXPRESS COMPANY (AXP) 88.000 SHARES 9,201 16,486
AMERICAN TOWER REIT INC (AMT) 42.000 SHARES 7,576 9,067
AMGEN INC (AMGN) 11.000 SHARES 2,526 3,168
ANALOG DEVICES INC (ADI) 55.000 SHARES 6,672 10,921
AON PLC (AON) 6.000 SHARES 945 1,746
APPLE INC (AAPL) 147.000 SHARES 13,108 28,302
ARCH CAPITAL GRP LTD BM (ACGL) 52.000 SHARES 1,610 3,862
ARES MANAGEMENT CORP - A (ARES) 16.000 SHARES 984 1,903
AUTODESK INC DEL PV$0.01 (ADSK) 56.000 SHARES 10,648 13,635
AVALONBAY CMMUN INC (AVB) 12.000 SHARES 2,569 2,247
BAXTER INTERNTL INC (BAX) 50.000 SHARES 2,385 1,933
BECTON DICKINSON CO (BDX) 18.000 SHARES 4,245 4,389
BEST BUY CO INC (BBY) 40.000 SHARES 4,066 3,131
BLACKROCK INC (BLK) 13.000 SHARES 7,195 10,553
BLOCK INC (SQ) 48.000 SHARES 5,097 3,713
BOEING COMPANY (BA) 67.000 SHARES 11,625 17,464
BRISTOL-MYERS SQUIBB CO (BMY) 200.000 SHARES 10,868 10,262
BROADCOM INC (AVGO) 15.000 SHARES 7,196 16,744
BROOKFIELD ASSET MGMT INC (BN) 323.000 SHARES 9,564 12,959
BROOKFIELD ASSET MGMT INC CL A (BAM) 68.000 SHARES 1,576 2,732
BROOKFIELD INFRASTRUCTURE CORP CL A (BIPC) 169.000 SHARES 6,439 5,962
BROOKFIELD RENEWABLE CORP EXCH RE CL A (BEPC) 98.000 SHARES 3,903 2,821
BROWN & BROWN INC FLA (BRO) 99.000 SHARES 3,993 7,040
BROWN FORMAN CORP CL B (BFB) 19.000 SHARES 1,081 1,085
CAPITAL ONE FINL (COF) 12.000 SHARES 1,434 1,573
CARMAX INC (KMX) 71.000 SHARES 5,141 5,449
CBRE GROUP INC CL A (CBRE) 55.000 SHARES 2,678 5,120
CENCORA INC (COR) 22.000 SHARES 2,377 4,518
CHEVRON CORP (CVX) 123.000 SHARES 16,660 18,347
CHUBB LTD (CB) 30.000 SHARES 4,420 6,780
CIGNA CORP (CL) 20.000 SHARES 4,899 5,989
CME GROUP INC (CME) 34.000 SHARES 5,920 7,160
CMS ENERGY CORP (CMS) 60.000 SHARES 2,928 3,484
COCA COLA COM (KO) 93.000 SHARES 4,954 5,480
COGNEX CORP (CGNX) 11.000 SHARES 748 459
COMCAST CORP NEW CL A (CMCSA) 448.000 SHARES 18,267 19,645
CONOCOPHILLIPS (COP) 133.000 SHARES 8,589 15,437
COPART INC (CPRT) 250.000 SHARES 8,207 12,250
CORNING INC (GLW) 121.000 SHARES 4,364 3,684
COSTAR GROUP INC (CSGP) 128.000 SHARES 10,088 11,186
CVS HEALTH CORP (CVS) 57.000 SHARES 4,541 4,501
DEERE CO (DE) 20.000 SHARES 4,415 7,997
DISNEY (WALT) CO (DIS) 94.000 SHARES 12,378 8,487
DOMINION ENERGY INC (D) 78.000 SHARES 5,193 3,666
DOMINOS PIZZA INC (DPZ) 13.000 SHARES 4,640 5,359
DOVER CORP (DOV) 55.000 SHARES 5,936 8,460
EATON CORP PLC (ETN) 66.000 SHARES 10,216 15,894
ELEVANCE HEALTH INC (ELV) 17.000 SHARES 5,668 8,017
ELI LILLY & CO (LLY) 6.000 SHARES 1,134 3,498
ENOVIS CORP (ENOV) 5.000 SHARES 240 280
EOG RESOURCES INC (EOG) 67.000 SHARES 4,607 8,104
EXPEDITORS INTL WASH INC (EXPD) 41.000 SHARES 2,960 5,215
EXXON MOBIL CORP (XOM) 185.000 SHARES 18,830 18,496
FACTSET RESH SYS INC (FDS) 10.000 SHARES 2,423 4,771
FASTENAL COMPANY (FAST) 59.000 SHARES 2,246 3,821
FIDELITY NATL INFO SVCS INC (FIS) 78.000 SHARES 9,637 4,685
GALLAGHER ARTHUR J & CO (AJG) 20.000 SHARES 1,736 4,498
GARTNER INC (IT) 13.000 SHARES 2,841 5,864
GENL DYNAMICS CORP (GD) 34.000 SHARES 6,179 8,829
HARTFORD FINL SVCS GROUP (HIG) 51.000 SHARES 2,566 4,099
HEICO CORPORATION CL A (HEIA) 76.000 SHARES 9,188 10,825
HERSHEY COMPANY (HSY) 19.000 SHARES 3,930 3,542
HILTON WORLDWIDE HOLDINGS INC (HLT) 59.000 SHARES 6,312 10,743
HOME DEPOT INC (HD) 21.000 SHARES 4,841 7,278
HONEYWELL INTL INC DEL (HON) 34.000 SHARES 6,209 7,130
HOWARD HUGHES HLDG (HHH) 15.000 SHARES 1,223 1,283
HYATT HOTELS CORP (H) 21.000 SHARES 1,428 2,739
IDEXX LAB INC DEL $0.10 (IDXX) 5.000 SHARES 1,593 2,775
ILLUMINA INC (ILMN) 28.000 SHARES 7,822 3,899
INTL BUSINESS MACHINES CORP (IBM) 29.000 SHARES 3,787 4,743
INTUITIVE SURGICAL INC (ISRG) 13.000 SHARES 2,309 4,386
JOHNSON AND JOHNSON (JNJ) 60.000 SHARES 8,862 9,404
JPMORGAN CHASE & CO (JPM) 67.000 SHARES 8,239 11,397
KENVUE INC (KVUE) 154.000 SHARES 3,459 3,316
KKR & CO INC CL A (KKR) 133.000 SHARES 5,510 11,019
LENNAR CORP CL A (LEN) 36.000 SHARES 2,099 5,365
LIBERTY MEDIA CORP REG SHS SER A (FWONA) 4.000 SHARES 111 232
LIBERTY MEDIA CORP REG SHS SER C (FWONK) 50.000 SHARES 1,581 3,157
LINDE PLC REG SHS (LIN) 28.000 SHARES 4,629 11,500
LIVE NATION ENT INC (LYV) 59.000 SHARES 3,513 5,522
LOWE'S COMPANIES INC (LOW) 60.000 SHARES 8,535 13,353
MARKEL CORP (MKL) 5.000 SHARES 5,431 7,100
MARSH & MCLENNAN COS INC (MMC) 56.000 SHARES 5,564 10,610
MARTIN MARIETTA MATLS (MLM) 7.000 SHARES 1,250 3,492
MASTERCARD INC (MA) 23.000 SHARES 8,261 9,810
MCDONALDS CORP (MCD) 48.000 SHARES 10,354 14,232
MEDTRONIC PLC SHS (MDT) 78.000 SHARES 8,322 6,426
MERCK AND CO INC SHS (MRK) 25.000 SHARES 1,920 2,726
META PLATFORMS INC (META) 66.000 SHARES 9,100 23,361
METLIFE INC (MET) 79.000 SHARES 3,822 5,224
MICROCHIP TECHNOLOGY INC (MCHP) 63.000 SHARES 3,424 5,681
MICROSOFT CORP (MSFT) 133.000 SHARES 27,272 50,013
MONDELEZ INTERNATIONAL INC (MDLZ) 161.000 SHARES 8,672 11,661
MONSTER BEVERAGE SHS (MNST) 160.000 SHARES 5,450 9,218
MOODY'S CORP (MCO) 7.000 SHARES 1,356 2,734
MORGAN STANLEY (MS) 117.000 SHARES 6,402 10,910
MOTOROLA SOLUTIONS INC (MSI) 40.000 SHARES 6,047 12,524
MSCI INC CLASS A (MSCI) 6.000 SHARES 2,084 3,394
NETFLIX COM INC (NFLX) 27.000 SHARES 5,071 13,146
NEXTERA ENERGY INC SHS (NEE) 248.000 SHARES 14,314 15,064
NORFOLK SOUTHERN CORP (NSC) 46.000 SHARES 9,511 10,873
NORTHROP GRUMMAN CORP (NOC) 24.000 SHARES 11,397 11,235
NOVARTIS ADR (NVS) 40.000 SHARES 3,479 4,039
NOVO NORDISK A S ADR (NVO) 56.000 SHARES 1,608 5,793
NVIDIA (NVDA) 46.000 SHARES 5,481 22,780
NXP SEMICONDUCTORS N.V. (NXPI) 39.000 SHARES 6,836 8,958
ORACLE CORP $0.01 DEL (ORCL) 117.000 SHARES 6,142 12,335
O'REILLY AUTOMOTIVE INC (ORLY) 11.000 SHARES 3,360 10,451
PACKAGING CORP AMERICA (PKG) 30.000 SHARES 2,873 4,887
PARKER HANNIFIN CORP (PH) 11.000 SHARES 2,315 5,068
PAYPAL HOLDINGS INC (PYPL) 49.000 SHARES 5,153 3,009
PEPSICO INC (PEP) 65.000 SHARES 8,091 11,040
PERIMETER SOLUTIONS (PRM) 111.000 SHARES 1,169 465
PFIZER INC (PFE) 93.000 SHARES 3,516 2,677
PHILIP MORRIS INTL INC (PM) 174.000 SHARES 14,361 16,370
PNC FINCL SERVICES GROUP (PNC) 49.000 SHARES 6,051 7,588
PPG INDUSTRIES INC SHS (PPG) 63.000 SHARES 7,311 9,422
PROCTER & GAMBLE CO (PG) 51.000 SHARES 6,811 7,474
PROGRESSIVE CRP OHIO (PGR) 51.000 SHARES 4,788 8,123
PROLOGIS INC (PLD) 118.000 SHARES 13,119 15,729
PUB SVC ENTERPRISE GRP (PEG) 58.000 SHARES 3,257 3,547
QUALCOMM INC (QCOM) 40.000 SHARES 3,278 5,785
REGENERON PHARMACTCLS (REGN) 8.000 SHARES 3,584 7,026
REPUBLIC SERVICES INC (RSG) 28.000 SHARES 2,819 4,617
ROCHE HLDG LTD (RHHBY) 98.000 SHARES 4,202 3,551
ROPER TECHNOLOGIES INC (ROP) 17.000 SHARES 5,645 9,268
ROSS STORES INC (ROST) 8.000 SHARES 745 1,107
RTX CORP (RTX) 91.000 SHARES 7,067 7,657
S&P GLOBAL INC (SPGI) 19.000 SHARES 7,445 8,370
SALESFORCE COM INC (CRM) 39.000 SHARES 7,328 10,262
SANDOZ GROUP AG (SDZNY) 9.000 SHARES 220 288
SBA COMMUNICATIONS CORP (SBAC) 21.000 SHARES 4,929 5,327
SCHWAB CHARLES CORP NEW (SCHW) 273.000 SHARES 14,855 18,782
SEAGATE TECH HLDGS PUB LTD CO (STX) 42.000 SHARES 3,321 3,586
SEI INVT CO PA PV $0.01 (SEIC) 58.000 SHARES 4,034 3,686
SHERWIN WILLIAMS (SHW) 4.000 SHARES 1,021 1,248
SHOPIFY INC CL A (SHOP) 81.000 SHARES 4,012 6,310
STARBUCKS CORP (SBUX) 91.000 SHARES 8,504 8,737
SUMMIT MATLS INC (SUM) 32.000 SHARES 529 1,231
SYSCO CORPORATION (SYY) 72.000 SHARES 5,522 5,265
TESLA INC (TSLA) 64.000 SHARES 15,853 15,903
TEXAS INSTRUMENTS (TXN) 81.000 SHARES 9,844 13,807
THERMO FISHER SCIENTIFIC (TMO) 8.000 SHARES 4,329 4,246
TJX COS INC NEW (TJX) 166.000 SHARES 11,301 15,572
TRANE TECHNOLOGIES PLC (TT) 30.000 SHARES 2,894 7,317
TRANSDIGM GROUP INC (TDG) 13.000 SHARES 5,551 13,151
TRAVELERS COS INC (TRV) 12.000 SHARES 2,072 2,286
TYLER TECHS INC DEL (TYL) 13.000 SHARES 6,262 5,854
UNION PACIFIC CORP (UNP) 35.000 SHARES 6,434 8,597
UNITED PARCEL SVC CL B (UPS) 63.000 SHARES 11,479 9,905
UNITEDHEALTH GROUP INC (UNH) 46.000 SHARES 14,334 24,218
US BANCORP (USB) 203.000 SHARES 8,593 8,786
US BANCORP GLB 1.450% 05/12/25 (91159HHZ6) 5,000 QTY 4,621 4,759
VAIL RESORTS INC (MTN) 13.000 SHARES 2,498 2,775
VENTAS INC (VTR) 42.000 SHARES 2,444 2,093
VERISIGN INC (VRSN) 23.000 SHARES 3,884 4,737
VERISK ANALYTICS INC CLASS A (VRSK) 10.000 SHARES 1,312 2,389
VERIZON COMMUNICATNS (VZ) 82.000 SHARES 4,392 3,091
VERTEX PHARMCTLS INC (VRTX) 20.000 SHARES 4,020 8,138
VISA INC CL A (V) 64.000 SHARES 12,079 16,662
VULCAN MATERIALS CO (VMC) 35.000 SHARES 4,347 7,946
WALMART INC (WMT) 89.000 SHARES 12,875 14,031
WATERS CORP (WAT) 4.000 SHARES 1,089 1,317
WEC ENERGY GROUP INC (WEC) 87.000 SHARES 7,741 7,323
WELLS FARGO & CO (WFC) 257.000 SHARES 11,460 12,650
WIX COM LTD (WIX) 10.000 SHARES 2,011 1,230
WORKDAY INC CL A (WDAY) 13.000 SHARES 2,117 3,589
XCEL ENERGY INC (XEL) 78.000 SHARES 4,040 4,829
YUM BRANDS INC (YUM) 29.000 SHARES 2,503 3,789
YUM CHINA HOLDINGS INC (YUMC) 41.000 SHARES 1,570 1,740
ZOETIS INC (ZTS) 42.000 SHARES 7,761 8,290

TY 2023 InvestmentsGovtObligationsSch
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
US Government Securities - End of Year Book Value:

170,627
US Government Securities - End of Year Fair Market Value:

159,750
State & Local Government Securities - End of Year Book Value:


107,054
State & Local Government Securities - End of Year Fair Market Value:


101,607


TY 2023 InvestmentsOtherSchedule2
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK ALLOCATION TARGET SHARES SERIES C (BRACX) 5,174.024 SHARES AT COST 53,787 47,446
BLACKROCK ALLOCATION TARGET SHARES SERIES M (BRAMX) 7,704.383 SHARES AT COST 73,102 64,871
BLACKROCK ALLOCATION TARGET SHARES SERIES S (BRASX) 607.269 SHARES AT COST 5,627 5,538

TY 2023 OtherAssetsSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORKS 33,300 33,300 33,300
COPYRIGHTS TO BOOK ROYALTIES 1,150 1,150 1,150


TY 2023 OtherExpensesSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE EXPENSE 984 0   984
OFFICE AND OTHER EXPENSES 2,918 0   2,918
OTHER INVESTMENT EXPENSES 106 106   0


TY 2023 OtherIncomeSchedule2
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RESCINDED GRANTS 3,000   3,000


TY 2023 OtherProfessionalFeesSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 19,883 19,883   0


TY 2023 TaxesSchedule
Name:
DR ROBERT C & TINA SOHN FOUNDATION
EIN:
99-0306576
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID 1,036 0   0
FOREIGN TAXES WITHHELD 250 250   0