Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) CO RPOLLACK 633 THIRD AVE 9TH F
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
100176796
A Employer identification number

13-4270505
B Telephone number (see instructions)

2124902900
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$49,357,660J 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 .................
3 Interest on savings and temporary cash investments 11,441 11,441  
4 Dividends and interest from securities... 1,309,507 1,309,507  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 438,857
b Gross sales price for all assets on line 6a 9,640,804
7 Capital gain net income (from Part IV, line 2)... 438,857
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).......      
12 Total. Add lines 1 through 11........ 1,759,805 1,759,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,373 76,124   152,249
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,530 0   20,530
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
57,986 17,986   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
175,784 175,034   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 482,673 269,144   173,529
25 Contributions, gifts, grants paid....... 1,743,400 1,743,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,226,073 269,144   1,916,929
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -466,268
b Net investment income (if negative, enter -0-) 1,490,661
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 154,170 171,117 171,117
2 Savings and temporary cash investments......... 10,596,750 5,227,483 5,227,483
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 30,438,819 Click to see attachment
List of Attached Documents:
// Content
33,587,417 		39,529,599
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,128,204 Click to see attachment
List of Attached Documents:
// Content
3,871,935 		4,429,461
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,317,943 42,857,952 49,357,660
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 363,520 369,797
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 42,954,423 42,488,155
29 Total net assets or fund balances (see instructions)..... 43,317,943 42,857,952
30 Total liabilities and net assets/fund balances (see instructions). 43,317,943 42,857,952
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
43,317,943
2
Enter amount from Part I, line 27a .....................
2
-466,268
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,277
4
Add lines 1, 2, and 3 ..........................
4
42,857,952
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
42,857,952
Form 990-PF (2025)
Form 990-PF (2025)
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 118,613.231 UNITS BLACKROCK HIGH YIELD K P 2025-01-01 2025-04-30
b 506.75 UNITS COHEN & STEERS RL EST P 2024-03-07 2025-02-24
c 13,718.797 UNITS DODGE & COX INCOME P 2024-10-15 2025-04-30
d 1,918.442 UNITS FIDELITY INTL INDX P 2025-03-28 2025-04-30
e 3,788.082 UNITS FIDELITY INTL INDX P 2025-03-28 2025-07-18
1,083.567 UNITS FIDELITY 500 INDX P 2024-10-24 2025-01-28
2,155.3 UNITS FIDELITY 500 INDX P 2025-01-01 2025-07-18
1,898 UNITS INVESTCO QQQ TRUSTR SERIES P 2025-01-01 2025-04-30
227 UNITS INVESTCO S&P 500 EQUAL WEIGHT P 2025-03-28 2025-07-18
3,087 UNITS ISHARES 7-10 YEAR TREASURY B P 2025-01-01 2025-02-24
U1,212 UNITS ISHARES 7-10 YEAR TREASURY B P 2024-09-04 2025-04-30
33 UNITS ISHARES 7-10 YEAR TREASURY B P 2024-09-04 2025-04-30
147 UNITS ISHARES 7-10 YEAR TREASURY B P 2024-09-04 2025-04-30
3.151 UNITS ISHARES 7-10 YEAR TREASURY B P 2024-10-25 2025-09-30
3,240 UNITS ISHARES CORE S&P MIDCAP P 2025-01-01 2025-02-11
1,880 UNITS ISHARES CORE S&P MIDCAP P 2025-03-28 2025-04-30
8,678 UNITS ISHARES MSCI EUROPE FIML P 2024-06-14 2025-04-09
1,875 UNITS ISHARES CORE MSCI EMERGING P 2024-11-21 2025-02-24
1,756 UNITS ISHARES CORE MSCI EMERGING P 2025-04-30 2025-07-18
2,739 UNITS ISHARES CORE MSCI DEV MKTS P 2025-01-01 2025-02-11
4.431 UNITS ISHARES MSCI UNITED KINGDOM P 2025-01-01 2025-02-24
1,081 UNITS ISHARES MSCI UNITED KINGDOM P 2024-04-04 2025-02-24
9,577.54 UNITS PIMCO COMMODITY STRAT P 2024-04-10 2025-03-12
8.520.47 UNITS PIMCO TOTAL RETURN P 2024-10-15 2025-04-30
48 UNITS SPDR EURO STOXX 50 P 2024-04-10 2025-02-24
5,050 UNITS SPDR EURO STOXX 50 P 2025-01-01 2025-02-24
319 UNITS SPDR EURO STOXX 50 P 2025-03-28 2025-04-09
3,029 UNITS VANECK GOLD MINERS P 2025-01-01 2025-02-11
300 UNITS VANECK GOLD MINERS P 2025-01-01 2025-02-11
859UNITS VANECK OIL SERVICES P 2024-05-14 2025-03-30
761 UNITS VANECK SEMICONDUCTOR P 2025-01-01 2025-02-24
414 UNITS VANECK SEMICONDUCTOR P 2024-05-14 2025-04-30
3,242 UNITS WISDOMTREE JAPAN HEDGED P 2024-11-21 2025-02-24
445 UNITS WISDOMTREE JAPAN HEDGED P 2024-11-21 2025-02-24
6,085 UNIT ABRON PHYSICAL GOLD SHARES P 2025-01-01 2025-06-30
1,098 UNITS ISHARES GOLD TRUST P 2024-04-10 2025-03-12
940 UNOTD ISHARES GOLD TRUST P 2024-04-10 2025-03-12
753 UNITS ISHARES GOLD TRUST P 2024-04-10 2025-03-12
9,339.998 UUITS COHEN & STEERS P 2024-01-01 2025-02-24
771 UNITS INVESCO QQQ TRUST SERIES 1 P 2024-01-01 2025-04-30
2,259 UNIS INVESCO S&P 500 EQUAL WEIGHT P 2024-01-01 2025-07-18
6,666 UNITS ISHARES 7-10 YEAR TREASURY P 2024-01-01 2025-09-30
6,447 UNITS ISHARES CORE S&P MIDCAP ETF P 2024-01-01 2025-04-30
7,542 UNITS SPDR EURO STOVV 50 ETF P 2024-01-01 2025-04-09
2,209 UNITS VANECK GOLD MINERS STF P 2024-01-29 2025-02-11
217 UNITS VANECK OIL SERVICES STF P 2024-02-08 2025-02-11
ABRDN PHYSICAL GOLD SHARES P 2024-01-01 2025-04-01
ABRDN PHYSICAL GOLD SHARES P 2024-01-01 2025-05-01
ABRDN PHYSICAL GOLD SHARES P 2024-01-01 2025-06-02
ABRDN PHYSICAL GOLD SHARES P 2024-01-01 2025-07-01
ABRDN PHYSICAL GOLD SHARES P 2024-01-01  
ABRDN PHYSICAL GOLD SHARES P 2024-01-01  
ABRDN PHYSICAL GOLD SHARES P 2024-01-01  
ABRDN PHYSICAL GOLD SHARES P 2024-01-01  
ABRDN PHYSICAL GOLD SHARES P 2024-01-01  
7,506 UNITSISHARS GOLD TRUST P 2024-01-01 2025-03-12
ISHARS GOLD TRUST P 2024-01-01 2025-01-31
ISHARS GOLD TRUST P 2024-01-01 2025-02-28
CAPITAL GAINS DIVIDENDS P    
(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 831,479   856,200 -24,721
b 9,045   8,675 370
c 173,406   175,600 -2,194
d 102,464   99,529 2,935
e 214,443   196,526 17,917
228,416   218,750 9,666
471,515   439,104 32,411
902,407   957,752 -55,345
41,809   39,066 2,743
289,846   303,715 -13,869
116,428   118,768 -2,340
3,170   3,233 -63
14,121   14,403 -282
303,930   303,110 820
206,709   190,446 16,263
106,978   109,346 -2,368
232,587   190,460 42,127
102,588   101,563 1,025
107,195   95,131 12,064
187,282   180,435 6,847
161,118   150,803 10,315
39,274   36,784 2,490
64,744   67,513 -2,769
73,787   74,384 -597
2,606   2,467 139
274,119   259,155 14,964
16,745   17,555 -810
125,473   91,261 34,212
12,430   7,853 4,577
244,999   271,770 -26,771
190,091   177,689 12,402
87,465   94,019 -6,554
348,546   353,953 -5,407
47,838   48,584 -746
191,890   171,069 20,821
60,708   48,622 12,086
51,983   41,625 10,358
41,657   33,345 8,312
166,719   153,733 12,986
366,573   345,470 21,103
416,062   361,437 54,625
642,969   638,789 4,180
366,856   361,345 5,511
395,887   372,941 22,946
91,505   62,680 28,825
61,892   63,066 -1,174
51     51
52     52
55     55
26     26
27     27
28     28
30     30
33     33
33     33
415,239   292,223 123,016
112     112
104     104
35,260     35,260
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       -24,721
b       370
c       -2,194
d       2,935
e       17,917
      9,666
      32,411
      -55,345
      2,743
      -13,869
      -2,340
      -63
      -282
      820
      16,263
      -2,368
      42,127
      1,025
      12,064
      6,847
      10,315
      2,490
      -2,769
      -597
      139
      14,964
      -810
      34,212
      4,577
      -26,771
      12,402
      -6,554
      -5,407
      -746
      20,821
      12,086
      10,358
      8,312
      12,986
      21,103
      54,625
      4,180
      5,511
      22,946
      28,825
      -1,174
      51
      52
      55
      26
      27
      28
      30
      33
      33
      123,016
      112
      104
      35,260
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 2 438,857
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 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 20,720
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 20,720
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 20,720
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 21,392
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 21,392
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 672
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax672 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofENRICO MARUFFI CPA Telephone no. (718) 490-2369

Located at1754 60TH STREETBROOKLYNNY ZIP+411204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
ROBERT POLLACK TRUSTEE
15.00 		114,187 0 0
633 THIRD AVENUE9TH FLOOR
NEW YORK,NY100176796
ROBERT JACOBS TRUSTEE
15.00 		114,186 0 0
400 EAST 67TH STREET APT 2D
NEW YORK,NY10065
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
39,105,606
b
Average of monthly cash balances.......................
1b
8,074,760
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
47,180,366
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
47,180,366
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
707,705
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
46,472,661
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,323,633
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,323,633
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
20,720
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,720
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,302,913
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,302,913
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
2,302,913
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, line 26, column (d) ..........
1a
1,916,929
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
1,916,929
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,302,913
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,176,059
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,916,929
a Applied to 2024, but not more than line 2a 1,176,059
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 2025 distributable amount..... 740,870
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 0
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,562,043
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

AMERICAN SEPHARDIC FEDERATION

15 WEST 16TH STREET
NEW YORK,NY10011 		NONE   CHARITABLE 100,000

CAMP HARBOR VIEW

79 NEWBURY STREET
BOSTON,MA02116 		NONE   CHARITABLE 10,000

CENTER FOR JEWISH HISTORY

15 WEST 16TH STREET
NEW YORK,NY10011 		NONE   CHARITABLE 50,000

CHILMARK TOWN AFFAIRS COUNCIL

PO BOX 484
CHILMARK,MA02535 		NONE   CHARITABLE 2,900

CITY MEALS ON WHEELS

1633 BROADWAY
NEW YORK,NY10019 		NONE   CHARITABLE 10,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		NONE   CHARITABLE 100,000

HOSPITAL FOR SPECIAL SURGERY

2024 BIKE HSS PO BOX 21041
NEW YORK,NY10087 		NONE   CHARITABLE 210,000

JAMESTOWN CHARITABLE FOUNDATION

675 PONCE DE LEON AVE NE 7TH FLOOR
ATLANTA,GA30308 		NONE   CHARITABLE 15,000

LUNG CANCER RESEARCH FOUNDATION

501 7TH AVENUE SUITE 230
NEW YORK,NY10018 		NONE   CHARITABLE 18,000

MARTHA'S VINEYARD HEBREW CENTER

PO BOX 692
VINEYARD HAVEN,MA02568 		NONE   CHARITABLE 23,000

MET COUNCIL

ONE STATE STREET OLAZA 24TH FLOOR
NEW YORK,NY10004 		NONE   CHARITABLE 10,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE   CHARITABLE 20,000

NYU LANGONE HEALTH

ONE PARK AVENUE 9TH FLOOR
NEW YORK,NY10016 		NONE   CHARITABLE 275,000

SEPHARDIC COMMUNITY CENTER

1901 OCEAN PARKWAY
BROOKLYN,NY11223 		NONE   CHARITABLE 15,000

SEPHARDIC JEWISH BROTHERHOOD FOUNDAION

67-67 108TH STREET
FOREST HILLS,NY11375 		NONE   CHARITABLE 27,500

THE SKIN CANCER FOUNDATION

205 LEXINGTON AVENUE
NEW YORK,NY10016 		NONE   CHARITABLE 5,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET ROOM 971
NEW YORK,NY10022 		NONE   CHARITABLE 10,000

WELL CORNELL MEDICAL CENTER

1300 YORK AVENUE ROOM F-113
NEW YORK,NY10065 		NONE   CHARITABLE 200,000

WESTHAMPTON BEACH PERFORMING ARTS CENTER

76 MAIN STREET
WESTHAMPTON BEACH,NY11979 		NONE   CHARITABLE 20,000

AMERICAN FRIENDS OF RABIN MEDICAL CENTER

636 BROADWAY SUITE 618
NEW YORK,NY10012 		NONE   CHARITABLE 25,000

AMERICAN LUNG FOUNDATION

501 7TH AVENUE SUITE 230
NEW YORK,NY10018 		NONE   CHARITABLE 5,000

ART OMI INC

1405 CO RTE 22
GHENT,NY12075 		NONE   CHARITABLE 10,000

CREATIVE ART WORKS

100 W 33RD STREET SUITE 1026
NEW YORK,NY10001 		NONE   CHARITABLE 10,000

FORDHAM LAW SCHOOL

45 COLUMBUS AVENUE 8TH FLOOR
NEW YORK,NY10023 		NONE   CHARITABLE 5,000

FRIENDS OF HUDSON RIVER PARK

PO BOX 488
NARROWSBURG,NY12764 		NONE   CHARITABLE 20,000

FRIENDS OF ISRAEL DENFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE   CHARITABLE 3,600

HAWAI'I MOBILE MUSEUM OF TOLERANCE

524 KEAWE STREET 549
HONOLULU,HI96813 		NONE   CHARITABLE 50,000

IAHD FOUNDATION

32 WARREN STREET
TARRYTOWN,NY10591 		NONE   CHARITABLE 5,000

JEWISH NATIONAL FUND

42 E 69TH STREET
NEW YORK,NY10021 		NONE   CHARITABLE 5,000

KEHILA KEDOSHA JANINA PERSERVATION CULT

280 BROOME STREET
NEW YORK,NY10002 		NONE   CHARITABLE 30,000

LINCOLN CENTER FOR THE PERFORMING ARTD

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE   CHARITABLE 8,400

MACCAMI USA

1511 WALNUT STREET SUITE 401
PHILADELPHIA,PA19102 		NONE   CHARITABLE 500

MARTHA'S VINEYARD HOSPITAL

ONE HOSPITAL ROAD PO BOX 1477
OAK BLUFFS,MA02557 		NONE   CHARITABLE 250,000

NEW YORK UNIVERSITY

115 5TH AVENUE 5TH FLOOR
NEW YORK,NY10003 		NONE   CHARITABLE 2,500

NEW YORKERS AGAINST GUN VIOLENCE

675 THIRD AVENUE SUITE 2216
NEW YORK,NY10017 		NONE   CHARITABLE 5,000

NORTHWELL HEALTH FOUNDATION

2000 MARCUS AVENUE
NEW HYDE PARK,NY11042 		NONE   CHARITABLE 30,000

PEDIATRIC CANCER FOUNDATION

PO BOX 654
PURCHASE,NY10577 		NONE   CHARITABLE 10,000

PUNAHOU SCHOOL

1601 PUNAHOU STREET
HONOLULU,HI96822 		NONE   CHARITABLE 25,000

SMILE TRAIN

633 THIRD AVENUE 9TH FLOOR
NEW YORK,NY10017 		NONE   CHARITABLE 50,000

SPARK YOUTH NYC

444 MADISON AVENUE 6TH FLOOR
NEW YORK,NY10022 		NONE   CHARITABLE 21,000

STEVE KAMIN FOUNDATION

2500 WESTCHESTER AVENUE SUITE 109
PURCHASE,NY10577 		NONE   CHARITABLE 10,000

THE HOPE PROGRAM

1 SMITH STREET
BROOKLYN,NY11201 		NONE   CHARITABLE 5,000

THE MATTHEW S HISGER FILM FOUNDATION

PO BOX 1337
QUOGUE,NY11959 		NONE   CHARITABLE 1,000

THE SEPHSRDIC TEMPLE

775 BRANCH BLVD PO BOX 392
CEDARHURST,NY11516 		NONE   CHARITABLE 5,000

UNITED WAY OF NYC

1441 BROADWAY SUITE 6099
NEW YORK,NY10018 		NONE   CHARITABLE 5,000

JEWISH COMMUNITY RELATION COUNCIL OF NYC

520 EIGHTH AVENUE SUITE 1400
NEW YORK,NY10018 		NONE   CHARITABLE 20,000

SUFFOLK YJCC

74 HAPPAUGE ROAD
COMMACK,NY11725 		NONE   CHARITABLE 5,000
Total ................................. 3a 1,743,400
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 11,441  
4 Dividends and interest from securities ....     14 1,309,507  
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 35,260 403,597
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,356,208 403,597
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,759,805
(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.)
8 CAPITAL GAINS EXCLUDED BY SEC 512
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ENRICO MARUFFI CPA 20,530 0   20,530

TY 2025 InvestmentsCorpStockSchedule
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Name of Stock End of Year Book Value End of Year Fair Market Value
200 SHS AMAZON 17,891 46,164
140,024.36 SHS BLACKROCK HIGH YIELD-K 1,015,097 1,012,376
223,680 SHS DODGE & COX INCOME-I 2,794,693 2,874,288
193,862.72 SHS PIMCO TOTAL RETURN FUND-INST 1,649,999 1,717,624
667,938.25 SHS VANGUARD TTL BD MKT IDX-ADM 6,370,983 6,525,757
12,902 SHS ISHARES 7-10 YEAR TREASURY 1,209,516 1,240,656
49,182.497 SHS FIDELITY 5000 INDEX FUND 8,746,863 11,691,663
1,867 SHS INVESCO QQQ TRUST SER 1 811,742 1,146,917
22,594.785 SHS FIDELITY INTL INDEX-INST PRM 1,097,760 1,373,763
2,847 SHS FRANKLIN FTSE CANADA ETF 94,644 137,510
31,735 SHS VANGUARD FTSE EUROPE ETF 2,174,669 2,653,363
12,477 SHS ISHARES MSCI JAPAN ETF 851,449 1,007,393
38,535 SHS ISHARES CORE MSCI EMERGING 1,983,193 2,590,323
2,348 SHS STATE STREET HEALTH CARE SELECT 333,482 363,470
1,442 SHS STATE STREET CONSUMER STAPLES 116,651 112,015
2,190 SHS STATE STREET CONSUMER DISCRETI 224,329 261,508
2,284 SHS STATE STREET ENERGY SELECT 104,205 102,118
13,290 SHS STATE STREET FINANCIAL SELECT 619,638 727,893
8,034 SHS STATE STREET TECHNOLOGY SELECT 888,788 1,156,655
2,285 SHS STATE STREET COMMUNICATIONS SELECT 218,092 268,990
8.518 SHS STATE STREET UTILITIES SELECT 344,643 363,633
12,939.255 SHS ARTISAN INTL VAL-INST 618,296 695,873
5,997 SHS JPMORGAN BETABUILDERS CANADA 442,133 557,721
7,139 SHSJPMORGAN BETABUILDERS DEVELOP 358,661 401,926
JPM AC MARKET PLUS SPX 11/12/2027 500,000 500,000

TY 2025 InvestmentsOtherSchedule2
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VINTAGE 2024 PRIVATE INVESTMENTS AT COST 252,498 259,662
KKR PRIVATE EQUITY CONGL-OMERATE LLC AT COST 2,000,000 2,421,733
VINTAGE 2025 PRIVATE INVESTMENTS AT COST 156,550 156,550
2,311 SHS STATE STREET INDUSTRIAL SELECT AT COST 323,032 358,482
5.999 SHS ABRDN PHYSICAL GOLD SHARES AT COST 168,012 246,439
19,659.405 CREDIT SUISSE COMM RET ST-I AT COST 470,630 488,509
72,713.297 SHS PIMCO COMMODITY STRAT-INS AT COST 501,213 498,086

TY 2025 OtherExpensesSchedule
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS ATTORNEY GENERAL - FILING FEES 750 0   750
INVESTMENT ADVISORY FEES 141,411 141,411   0
INVESTMENT FEES 33,623 33,623   0


TY 2025 OtherIncreasesSchedule
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Description Amount
PRIOR PERIOD ADJUSTMENT 6,277


TY 2025 TaxesSchedule
Name:
SONIA JAYE & EDWARD BARSUKOV FOUNDATION
EIN:
13-4270505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 40,000 0   0
FOREIGN TAXES 17,986 17,986   0