TY 2025 Form 990PF

- TIN:

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
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
SHEFFIELD

State or province
MA

Country

ZIP or foreign postal code
012577010

A Employer identification number

99-0306576

B Telephone number (see instructions)

2124080596

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,404,026J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	2,425		2,425
4	Dividends and interest from securities...	29,884		29,884
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		194,413
b	Gross sales price for all assets on line 6a 839,256
7	Capital gain net income (from Part IV, line 2)...			194,413
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).......	List of Attached Documents: // Content	134	134
12	Total. Add lines 1 through 11........	226,856		226,856
13	Compensation of officers, directors, trustees, etc.	182,200		54,660	127,540
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	64,221		19,266	44,955
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,228	0	8,228
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	10,150	10,150	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,814	162	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,544	59	2,485
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	269,157		84,297	183,208
25	Contributions, gifts, grants paid.......	369,500			369,500
26	Total expenses and disbursements. Add lines 24 and 25 ................	638,657		84,297	552,708
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-411,801
b	Net investment income (if negative, enter -0-)			142,559
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	94,133	65,943	65,943
	2	Savings and temporary cash investments.........	146,703	39,287	39,287
	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)	260,220	List of Attached Documents: // Content 228,668	222,735
	b	Investments—corporate stock (attach schedule).......	809,724	List of Attached Documents: // Content 520,372	761,956
	c	Investments—corporate bonds (attach schedule).......	122,881	List of Attached Documents: // Content 90,145	90,657
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	119,195	List of Attached Documents: // Content 196,640	188,998
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 34,450	List of Attached Documents: // Content 34,450	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)	1,587,306	1,175,505	1,404,026
	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
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	1,587,306	1,175,505
	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........
	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).....	1,587,306	1,175,505
	30	Total liabilities and net assets/fund balances (see instructions).	1,587,306	1,175,505

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,587,306

Enter amount from Part I, line 27a .....................

-411,801

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

1,175,505

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

1,175,505

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
1 a	PUBLICLY TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	839,160	644,843	194,317
b	96		96
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			194,317
b			96
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	194,413
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,982
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	1,982
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	1,982
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

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	101
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,083
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressHTTP://SOHNFOUNDATION.ORG/

The books are in care ofNORMAN LEBEN Telephone no. (212) 408-0596

Located at99 MAIN STREET SUITE 236SHEFFIELDMA ZIP+4012577010

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
BARRY R SHAPIRO	TRUSTEE, PRESIDENT, CEO 30.00	96,000	23,645
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE, PRESIDENT, CEO 30.00	96,000	23,645
NORMAN LEBEN	TRUSTEE, EVP, CFO 30.00	84,000	24,737
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE, EVP, CFO 30.00	84,000	24,737
STELLA LELLOS	TRUSTEE 0.10	550	0
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE 0.10	550	0
RAYMOND S KASEVICH	TRUSTEE 0.10	550	0
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE 0.10	550	0
WILLIAM LEONE	TRUSTEE 0.10	550	0
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE 0.10	550	0
DANIEL SEITZ	TRUSTEE 0.10	550	0
99 MAIN STREET SUITE 236 SHEFFIELD,MA012577010	TRUSTEE 0.10	550	0

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,438,919

Average of monthly cash balances.......................

133,202

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

1,572,121

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,572,121

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

23,582

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,548,539

Minimum investment return. Enter 5% (0.05) of line 5 ................

77,427

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.)

Minimum investment return from Part IX, line 6..................

77,427

Tax on investment income for 2025 from Part V, line 5 .......

1,982

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,982

Distributable amount before adjustments. Subtract line 2c from line 1............

75,445

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

75,445

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

75,445

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

552,708

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

552,708

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					75,445
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	494,413
b From 2021......	439,302
c From 2022......	437,164
d From 2023......	494,350
e From 2024......	461,937
f Total of lines 3a through e ........		2,327,166
4Qualifying distributions for 2025 from Part
XI, line 4: $ 552,708
a Applied to 2024, 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 2025 distributable amount.....					75,445
e Remaining amount distributed out of corpus		477,263
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		2,804,429
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 ..........					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 2020 not applied on line 5 or line 7 (see instructions) ...		494,413
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		2,310,016
10 Analysis of line 9:
a Excess from 2021 ....	439,302
b Excess from 2022 ....	437,164
c Excess from 2023 ....	494,350
d Excess from 2024 ....	461,937
e Excess from 2025 ....	477,263

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACTION FOR THE CLIMATE EMERGENCY 529 MAIN STREET SUITE 200 CHARLESTOWN,MA02129	N/A		GENERAL SUPPORT	7,500
AMERICAN BALLET THEATRE 890 BROADWAY NEW YORK,NY10003	N/A		GENERAL SUPPORT	4,000
ANSONIA MUSIC OUTREACH 330 WADSWORTH AVENUE SUITE 2G NEW YORK,NY10040	N/A		GENERAL SUPPORT	1,000
ARTISTS FOR HUMANITY INC 100 2ND STREET BOSTON,MA02127	N/A		GENERAL SUPPORT	1,000
BALLET TECH FOUNDATION 890 BROADWAY NEW YORK,NY10003	N/A		GENERAL SUPPORT	1,500
BEGINNING WITH CHILDREN FOUNDATION 185 BROADWAY 2ND FLOOR BROOKLYN,NY11211	N/A		GENERAL SUPPORT	20,000
BERKSHIRE BACH SOCIETY INC PO BOX 1002 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	600
BERKSHIRE BOUNTY PO BOX 1037 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	10,000
BERKSHIRE GROWN PO BOX 983 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	12,500
BERKSHIRE PULSE PO BOX 37 420 PARK STREET HOUSATONIC,MA01236	N/A		GENERAL SUPPORT	2,000
BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 BRISSEY ROAD GREAT BARRINGTON,MA02130	N/A		GENERAL SUPPORT	500
BOSTON AREA GLEANERS 91 MARTIN STREET ACTON,MA01720	N/A		GENERAL SUPPORT	2,500
BOSTON BALLET 19 CLARENDON STREET BOSTON,MA02116	N/A		GENERAL SUPPORT	2,500
CARY INSTITUTE OF ECOSYSTEM STUDIES PO BOX AB 2801 SHARON TURNPIKE MILLBROOK,NY12545	N/A		GENERAL SUPPORT	5,000
CATA 420 STOCKBRIDGE ROAD SUITE 2 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	25,000
CENTER FOR ECO TECHNOLOGY 320 RIVERSIDE DRIVE APT 1A NORTHAMPTON,MA01062	N/A		GENERAL SUPPORT	15,000
CHILDREN'S HEALTH DEFENSE 852 FRANKLIN AVENUE SUITE 511 FRANKLIN LAKES,NJ07417	N/A		GENERAL SUPPORT	2,500
CITY PARKS FOUNDATION 830 5TH AVENUE NEW YORK,NY10065	N/A		GENERAL SUPPORT	2,500
CORNUCOPIA INSTITUTE PO BOX 826 VIROQUA,WI54665	N/A		GENERAL SUPPORT	5,000
CRADLES TO CRAYONS 281 NEWTONVILLE AVENUE NEWTON,MA02460	N/A		GENERAL SUPPORT	2,500
FAST FEET NYC 184 DRIGGS AVENUE UNIT 4L BROOKLYN,NY11222	N/A		GENERAL SUPPORT	5,000
FIGURE SKATING IN HARLEM 361 WEST 125TH STREET 2ND FLOOR NEW YORK,NY10027	N/A		GENERAL SUPPORT	15,000
FLYING CLOUD INSTITUTE 20 STOCKBRIDGE ROAD SUITE 2 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	2,500
FOOD & WATER WATCH 1616 P STREET NW WASHINGTON,DC20036	N/A		GENERAL SUPPORT	7,500
FRIENDS OF ISRAEL DISABLED VETERANS 1133 BROADWAY SUITE 318 NEW YORK,NY10160	N/A		GENERAL SUPPORT	500
GREENAGERS PO BOX 157 62 UNDERMOUNTAIN ROAD SOUTH EGREMONT,MA01258	N/A		GENERAL SUPPORT	500
HENRY VISCARDI SCHOOL 201 I U WILLETS ROAD ALBERTSON,NY11507	N/A		GENERAL SUPPORT	2,500
HOSPITALITY HOMES PO BOX 15265 BOSTON,MA02215	N/A		GENERAL SUPPORT	5,000
ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON,PA18976	N/A		GENERAL SUPPORT	1,000
JACOB'S PILLOW 358 GEORGE CARTER ROAD BECKET,MA01223	N/A		GENERAL SUPPORT	10,000
JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC 463 7TH AVENUE 18TH FLOOR NEW YORK,NY10018	N/A		GENERAL SUPPORT	25,000
KRIPALU PO BOX 309 57 INTERLAKEN ROAD STOCKBRIDGE,MA01262	N/A		GENERAL SUPPORT	10,000
LITERACY NETWORK OF SOUTH BERKSHIRE 100 MAIN STREET LEE,MA01238	N/A		GENERAL SUPPORT	8,000
LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM INC 40 BAKER BRIDGE ROAD LINCOLN,MA01773	N/A		GENERAL SUPPORT	5,900
MAHAIWE PERFORMING ARTS CENTER PO BOX 690 244 MAIN STREET GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	12,500
MASS AUDUBON 208 SOUTH GREAT ROAD LINCOLN,MA01773	N/A		GENERAL SUPPORT	5,000
NEW MARLBOROUGH MEETING HOUSE 154 HARTSVILLE-NEW MARLBOROUGH ROAD NEW MARLBOROUGH,MA01230	N/A		GENERAL SUPPORT	5,000
NONPROFIT CENTER OF THE BERKSHIRES PO BOX 388 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	1,000
NORMAN ROCKWELL MUSEUM PO BOX 308 9 GLENDALE ROAD STOCKBRIDGE,MA01262	N/A		GENERAL SUPPORT	15,000
PHYSICIANS AND PATIENTS RECLAIMING MEDICINE PO BOX 7601 BERKELEY,CA94707	N/A		GENERAL SUPPORT	1,000
PROSPECT PARK ALLIANCE 95 PROSPECT PARK WEST BROOKLYN,NY11215	N/A		GENERAL SUPPORT	2,500
PS 21 INC 2980 ROUTE 66 CHATHAM,NY12037	N/A		GENERAL SUPPORT	2,500
REACH OUT AND READ OF GREATER NY 105 WEST 86TH STREET SUITE 330 NEW YORK,NY10024	N/A		GENERAL SUPPORT	5,000
REED FOUNDATION FOR AUTISM 25 POTASH ROAD OAKLAND,NJ07436	N/A		GENERAL SUPPORT	5,000
SAMUEL WAXMAN CANCER RESEARCH FOUNDATION 420 LEXINGTON AVENUE SUITE 825 NEW YORK,NY10170	N/A		GENERAL SUPPORT	25,000
SHAKESPEARE & COMPANY 70 KEMBLE STREET LENOX,MA01240	N/A		GENERAL SUPPORT	32,000
STANDWITHUS PO BOX 341069 LOS ANGELES,CA90034	N/A		GENERAL SUPPORT	1,000
THE HUMANE FARMING ASSOCIATION PO BOX 3577 SAN RAFAEL,CA94912	N/A		GENERAL SUPPORT	1,000
THE PEOPLE'S PANTRY PO BOX 1115 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	10,000
THE READING TEAM PO BOX 3510 NEW YORK,NY10027	N/A		GENERAL SUPPORT	5,000
TRIPLEX CINEMA INC PO BOX 1044 GREAT BARRINGTON,MA01230	N/A		GENERAL SUPPORT	5,000
UPTOWN STORIES 178 BENNETT AVENUE NEW YORK,NY10040	N/A		GENERAL SUPPORT	2,500
VISCARDI CENTER 201 IU WILLETS ROAD ALBERTSON,NY11507	N/A		GENERAL SUPPORT	1,000
WAVE HILL 675 WEST 252ND STREET BRONX,NY10471	N/A		GENERAL SUPPORT	1,000
WESTON A PRICE FOUNDATION 4200 WISCONSIN AVENUE NW PMB 106-380 WASHINGTON,DC20016	N/A		GENERAL SUPPORT	10,000
Total ................................. 3a				369,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	2,425
4 Dividends and interest from securities ....			14	29,884
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 .....			15	134
8 Gain or (loss) from sales of assets other than inventory ............			18	194,413
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		226,856	0

13Total. Add line 12, columns (b), (d), and (e)..................

226,856

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

- TIN:

TY 2025 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	8,228	0		8,228

- TIN:

TY 2025 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
AMAZON.COM INC GLB 3.600% 04/13/32 (023135CH7) 5,000 QTY	4,704	4,848
AMERICAN EXPRESS CO 5.850% 11/05/27 (025816DB2) 5,000 QTY	5,002	5,172
BP CAP MARKETS AMERICA COMPANY GUARNT 4.234% 11/06/28 (10373QAE0) 5,000 QTY	5,037	5,032
CITIGROUP INC 3.200% 10/21/26 (172967KY6) 5,000 QTY	4,871	4,971
CVS HEALTH CORP GLB 4.300% 03/25/28 (126650CX6) 5,000 QTY	5,242	5,017
FISERV INC GLB 3.200% 07/01/26 (337738AT5) 2,000 QTY	2,012	1,991
GOLDMAN SACHS GROUP INC GLB 3.500% 11/16/26 (38145GAH3) 5,000 QTY	5,005	4,983
GOLDMAN SACHS GROUP INC GLB VAR% 03/09/27 (38141GYA6) 3,000 QTY	2,886	2,985
JOHNSON & JOHNSON GLB 4.700% 03/01/2030 (478160DJ0) 5,000 QTY	5,005	5,152
JPMORGAN CHASE & CO GLB VAR% 04/22/31 (46647PBL9) 10,000 QTY	9,578	9,315
JPMORGAN CHASE & CO VAR% 01/23/35 (46647PEC6) 4,000 QTY	4,020	4,146
MORGAN STANLEY BLB VAR% 01/15/2031 (61748UAE2) 2,000 QTY	2,011	2,063
MORGAN STANLEY VAR% 11/01/29 (61747YFH3) 5,000 QTY	5,119	5,300
QUALCOMM INC GLB 2.150% 05/20/30 (747525BK8) 5,000 QTY	4,542	4,605
TARGET CORP GLB 5.000% 04/15/2035 (87612EBT2) 5,000 QTY	4,887	5,065
UNITEDHEALTH GROUP INC GLB 5.625% 07/15/2054 (91324PFL1) 2,000 QTY	2,034	1,961
VERIZON COMMUNICATIONS GLB 2.650% 11/20/40 (92343VFT6) 4,000 QTY	3,203	2,854
VERIZON COMMUNICATIONS GLB 4.329% 09/21/28 (92343VER1) 5,000 QTY	5,299	5,041
WELLS FARGO & CO SER MTN GLB VAR% 07/25/33 (95000U3B7) 10,000 QTY	9,688	10,156

- TIN:

TY 2025 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
3M COMPANY (MMM) 23.000 SHARES	3,272	3,682
ABBOTT LABS (ABT) 75.000 SHARES	8,138	9,397
ABBVIE INC (ABBV) 51.000 SHARES	6,871	11,653
ACCENTURE PLC SHS (ACN) 26.000 SHARES	4,734	6,976
AIR PRODUCTS&CHEM (APD) 18.000 SHARES	5,318	4,446
ALIBABA GROUP HOLDING LT (BABA) 4.000 SHARES	401	586
ALPHABET INC SHS CL A (GOOGL) 29.000 SHARES	3,144	9,077
ALPHABET INC SHS CL C (GOOG) 48.000 SHARES	8,673	15,062
AMAZON COM INC (AMZN) 50.000 SHARES	6,701	11,541
AMER EXPRESS COMPANY (AXP) 38.000 SHARES	4,276	14,058
AMERICAN TOWER REIT INC (AMT) 36.000 SHARES	6,808	6,321
AMPHENOL CORP CL A (APH) 78.000 SHARES	4,840	10,541
ANALOG DEVICES INC (ADI) 17.000 SHARES	2,680	4,610
APPLE INC (AAPL) 74.000 SHARES	10,000	20,118
ARES MANAGEMENT CORP - A (ARES) 51.000 SHARES	8,810	8,243
AUTODESK INC DEL PV$0.01 (ADSK) 16.000 SHARES	4,561	4,736
AVALONBAY CMMUN INC (AVB) 6.000 SHARES	1,256	1,088
BANK NEW YORK MELLON (BK) 44.000 SHARES	3,799	5,108
BECTON DICKINSON CO (BDX) 8.000 SHARES	1,890	1,553
BLACKROCK INC (BLK) 3.000 SHARES	2,056	3,211
BLACKSTONE INC (BX) 18.000 SHARES	2,556	2,775
BLOCK INC (XYZ) 22.000 SHARES	1,530	1,432
BOEING COMPANY (BA) 40.000 SHARES	6,693	8,685
BRISTOL-MYERS SQUIBB CO (BMY) 39.000 SHARES	2,382	2,104
BROADCOM INC (AVGO) 43.000 SHARES	2,086	14,882
CAPITAL ONE FINL (COF) 22.000 SHARES	3,872	5,332
CARRIER GLOBAL CORP REG (CARR) 38.000 SHARES	2,216	2,008
CENCORA INC (COR) 6.000 SHARES	840	2,027
CHEVRON CORP (CVX) 68.000 SHARES	10,551	10,364
CHUBB LTD (CB) 5.000 SHARES	945	1,561
CIGNA CORP (CI) 11.000 SHARES	3,090	3,028
CITIGROUP INC COM (C) 34.000 SHARES	3,344	3,967
CME GROUP INC (CME) 10.000 SHARES	2,139	2,731
CMS ENERGY CORP (CMS) 27.000 SHARES	1,510	1,888
COCA COLA COM (KO) 41.000 SHARES	2,507	2,866
COMCAST CORP NEW CL A (CMCSA) 197.000 SHARES	8,376	5,888
CONOCOPHILLIPS (COP) 64.000 SHARES	5,124	5,991
CORNING INC (GLW) 40.000 SHARES	1,325	3,502
CVS HEALTH CORP (CVS) 42.000 SHARES	2,622	3,333
DANAHER CORP DEL COM (DHR) 37.000 SHARES	7,406	8,470
DEERE CO (DE) 13.000 SHARES	4,789	6,052
DIGITAL RLTY TR INC (DLR) 8.000 SHARES	1,253	1,238
DISNEY (WALT) CO (DIS) 55.000 SHARES	5,596	6,257
DOMINION ENERGY INC (D) 60.000 SHARES	3,547	3,515
DOVER CORP (DOV) 21.000 SHARES	2,858	4,100
EATON CORP PLC (ETN) 34.000 SHARES	6,372	10,829
ELEVANCE HEALTH INC (ELV) 14.000 SHARES	5,218	4,908
ELI LILLY & CO (LLY) 2.000 SHARES	494	2,149
EOG RESOURCES INC (EOG) 33.000 SHARES	3,007	3,465
EXPEDITORS INTL WASH INC (EXPD) 15.000 SHARES	1,323	2,235
EXXON MOBIL CORP (XOM) 50.000 SHARES	5,531	6,017
FACTSET RESH SYS INC (FDS) 4.000 SHARES	1,192	1,161
FIDELITY NATL INFO SVCS INC (FIS) 42.000 SHARES	3,117	2,791
GALLAGHER ARTHUR J & CO (AJG) 11.000 SHARES	3,152	2,847
GENL DYNAMICS CORP (GD) 15.000 SHARES	3,342	5,050
GOLDMAN SACHS GROUP INC (GS) 5.000 SHARES	3,055	4,395
HEWLETT PACKARD ENTERPRISE CO (HPE) 162.000 SHARES	3,264	3,891
HOME DEPOT INC (HD) 12.000 SHARES	3,122	3,441
HONEYWELL INTL INC DEL (HON) 38.000 SHARES	6,366	6,438
ILLUMINA INC (ILMN) 13.000 SHARES	2,640	1,705
INTL BUSINESS MACHINES CORP (IBM) 5.000 SHARES	632	1,481
INTUITIVE SURGICAL INC (ISRG) 5.000 SHARES	935	2,832
JOHNSON AND JOHNSON (JNJ) 27.000 SHARES	4,382	5,588
JPMORGAN CHASE & CO (JPM) 36.000 SHARES	5,094	11,600
LAM RESH CORP (LRCX) 9.000 SHARES	534	1,541
LINDE PLC REG SHS (LIN) 13.000 SHARES	2,212	5,543
LOWE'S COMPANIES INC (LOW) 39.000 SHARES	8,768	9,405
MARSH & MCLENNAN COS INC (MMC) 27.000 SHARES	2,913	5,009
MASTERCARD INC (MA) 15.000 SHARES	5,681	8,563
MCDONALDS CORP (MCD) 36.000 SHARES	9,784	11,003
MEDTRONIC PLC SHS (MDT) 25.000 SHARES	2,261	2,402
MERCK AND CO INC SHS (MRK) 33.000 SHARES	2,840	3,474
META PLATFORMS INC (META) 28.000 SHARES	7,467	18,483
MICROSOFT CORP (MSFT) 78.000 SHARES	24,074	37,722
MONDELEZ INTERNATIONAL INC (MDLZ) 97.000 SHARES	5,797	5,222
MONSTER BEVERAGE SHS (MNST) 71.000 SHARES	3,159	5,444
MORGAN STANLEY (MS) 27.000 SHARES	2,390	4,793
MOTOROLA SOLUTIONS INC (MSI) 18.000 SHARES	2,941	6,900
NASDAQ OMX GRP INC (NDAQ) 49.000 SHARES	4,795	4,759
NETFLIX COM INC (NFLX) 110.000 SHARES	2,913	10,314
NEXTERA ENERGY INC SHS (NEE) 136.000 SHARES	9,412	10,918
NIKE INC CL B (NKE) 52.000 SHARES	3,795	3,313
NORFOLK SOUTHERN CORP (NSC) 6.000 SHARES	1,368	1,732
NORTHROP GRUMMAN CORP (NOC) 9.000 SHARES	4,271	5,132
NOVARTIS ADR (NVS) 16.000 SHARES	1,380	2,206
NOVO NORDISK A S ADR (NVO) 50.000 SHARES	3,697	2,544
NVIDIA (NVDA) 120.000 SHARES	2,255	22,380
NXP SEMICONDUCTORS N.V. (NXPI) 13.000 SHARES	2,441	2,822
ORACLE CORP $0.01 DEL (ORCL) 47.000 SHARES	2,925	9,161
PACKAGING CORP AMERICA (PKG) 7.000 SHARES	1,336	1,444
PAYPAL HOLDINGS INC (PYPL) 20.000 SHARES	1,737	1,168
PEPSICO INC (PEP) 36.000 SHARES	4,940	5,167
PHILIP MORRIS INTL INC (PM) 80.000 SHARES	7,262	12,832
PROCTER & GAMBLE CO (PG) 23.000 SHARES	3,519	3,296
PROGRESSIVE CRP OHIO (PGR) 13.000 SHARES	2,511	2,960
PROLOGIS INC (PLD) 70.000 SHARES	7,818	8,936
PUB SVC ENTERPRISE GRP (PEG) 11.000 SHARES	668	883
QUALCOMM INC (QCOM) 12.000 SHARES	1,426	2,053
QUEST DIAGNOSTICS INC (DGX) 7.000 SHARES	1,138	1,215
REGENERON PHARMACTCLS (REGN) 5.000 SHARES	3,119	3,859
REPUBLIC SERVICES INC (RSG) 6.000 SHARES	1,004	1,272
ROCHE HLDG LTD (RHHBY) 35.000 SHARES	1,529	1,805
RTX CORP (RTX) 28.000 SHARES	3,066	5,135
S&P GLOBAL INC (SPGI) 11.000 SHARES	4,324	5,748
SALESFORCE COM INC (CRM) 16.000 SHARES	3,298	4,239
SCHWAB CHARLES CORP NEW (SCHW) 57.000 SHARES	3,878	5,695
SEAGATE TECH HLDGS PUB LTD CO (STX) 10.000 SHARES	750	2,754
SEI INVT CO PA PV $0.01 (SEIC) 27.000 SHARES	1,770	2,215
SHOPIFY INC CL A (SHOP) 39.000 SHARES	1,574	6,278
SMURFIT WESTROCK LTD REG SHS (SW) 107.000 SHARES	5,724	4,138
STARBUCKS CORP (SBUX) 67.000 SHARES	6,132	5,642
TAIWAN S MANUFCTRING ADR (TSM) 35.000 SHARES	4,985	10,636
TESLA INC (TSLA) 37.000 SHARES	6,414	16,640
TEXAS INSTRUMENTS (TXN) 22.000 SHARES	3,585	3,817
THERMO FISHER SCIENTIFIC (TMO) 4.000 SHARES	2,093	2,318
TJX COS INC NEW (TJX) 70.000 SHARES	4,880	10,753
TRANE TECHNOLOGIES PLC (TT) 14.000 SHARES	1,416	5,449
TRAVELERS COS INC (TRV) 7.000 SHARES	1,431	2,030
UNION PACIFIC CORP (UNP) 42.000 SHARES	10,052	9,715
UNITEDHEALTH GROUP INC (UNH) 9.000 SHARES	4,705	2,971
VENTAS INC (VTR) 32.000 SHARES	1,828	2,476
VERIZON COMMUNICATNS (VZ) 42.000 SHARES	2,048	1,711
VERTEX PHARMCTLS INC (VRTX) 11.000 SHARES	2,830	4,987
VISA INC CL A (V) 26.000 SHARES	5,472	9,118
WALMART INC (WMT) 113.000 SHARES	6,005	12,589
WEC ENERGY GROUP INC (WEC) 53.000 SHARES	5,143	5,589
WELLS FARGO & CO (WFC) 115.000 SHARES	6,447	10,718
WORKDAY INC CL A (WDAY) 6.000 SHARES	1,181	1,288
XCEL ENERGY INC (XEL) 39.000 SHARES	2,444	2,880
YUM BRANDS INC (YUM) 22.000 SHARES	2,892	3,328
YUM CHINA HOLDINGS INC (YUMC) 12.000 SHARES	445	572
ZOETIS INC (ZTS) 32.000 SHARES	5,857	4,026

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

DR ROBERT C & TINA SOHN FOUNDATION

EIN:

99-0306576

US Government Securities - End of Year Book Value:

140,917

US Government Securities - End of Year Fair Market Value:

135,974

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

87,751

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

86,761

- TIN:

TY 2025 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) 3,939.177 SHARES	AT COST	39,888	35,925
BLACKROCK ALLOCATION TARGET SHARES SERIES M (BRAMX) 6,160.503 SHARES	AT COST	57,074	52,673
BLACKROCK ALLOCATION TARGET SHARES SERIES S (BRASX) 485.180 SHARES	AT COST	4,491	4,517
STATE STREET SPDR S&P 400 MID CAP VALUE ETF (MDYV) 566.000 SHARES	AT COST	47,561	47,912
STATE STREET SPDR SP 400 MID CAP GROWTH ETF (MDYG) 519.000 SHARES	AT COST	47,626	47,971

- TIN:

TY 2025 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

- TIN:

TY 2025 OtherExpensesSchedule

Name:

DR ROBERT C & TINA SOHN FOUNDATION

EIN:

99-0306576

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
INSURANCE EXPENSE	1,425	0	1,425
OFFICE AND OTHER EXPENSES	1,060	0	1,060
OTHER INVESTMENT EXPENSES	59	59	0

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

DR ROBERT C & TINA SOHN FOUNDATION

EIN:

99-0306576

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
ROYALTIES	134	134	134

- TIN:

TY 2025 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	10,150	10,150		0

- TIN:

TY 2025 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	1,652	0		0
FOREIGN TAXES WITHHELD	162	162		0