Nonprofit · EIN 13-4169472
SONY AND MAURICE SCHOTLAND FOUNDATION INC
Tax-exempt · NEW YORK, NY 10021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $1,291,165 | $255,439 | $1,035,726 | $3,632,230 | $0 | $3,632,230 |
| March 31, 2025 | 990-PF | $3,793,790 | $34,490 | $3,759,300 | $3,035,642 | $0 | $3,035,642 |
| March 31, 2024 | 990-PF | $16,155 | $3,917 | $12,238 | $328,025 | $0 | $328,025 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $825,766
- Dividends
- $93,302
- Interest
- $136
- Net gain from sales of assets
- $370,084
- Other income
- $1,877
Expenses
- Grants and similar amounts paid
- $190,000
- Disbursements for charitable purposes
- $190,350
- Excise tax on investment income
- $5,870
Balance sheet and other
- Total assets, start of year
- $3,035,642
- Total assets, end of year
- $3,632,230
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,632,230
- Fair market value of assets
- $4,581,517
- Qualifying distributions
- $190,350
- Net investment income
- $463,522
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA BAUMANN LUSTIG 35 E 75TH ST, APT 9A, NEW YORK, NY 10021 | PRESIDENT&TR | 1 | $0 |
| DR RONALD HOFFMAN 236 E 47TH ST, 21ST FLOOR, NEW YORK, NY 10017 | SECRETARY | 0.5 | $0 |
| IVAN LUSTIG 35 E 75TH ST, APT 9A, NEW YORK, NY 10021 | VICE PRESIDE | 0.5 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA BAUMANN LUSTIG C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | PRESIDENT&TR | 1 | $0 |
| DR RONALD HOFFMAN C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | SECRETARY | 0.5 | $0 |
| IVAN LUSTIG C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | VICE PRESIDE | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA BAUMANN LUSTIG C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | PRESIDENT&TR | 2 | $0 |
| DR RONALD HOFFMAN C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | SECRETARY | 1 | $0 |
| IVAN LUSTIG C/O STRALEM COMPANY 551 MADISON AVE, NEW YORK, NY 10022 | VICE PRESIDE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 35 E 75TH STREET APT 9A, NEW YORK, NY 10021-2729
- In care of
- % JANVEY GORDON HERLANDS
- Signed the 990-PF
- ANDREA BAUMANN LUSTIG, PRESIDENT&TREASURER
- Phone
- (212) 888-8123
- Return prepared by
- VAN DYKE & HAND CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4169472
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,632,230
- Income (IRS master file)
- $2,163,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $1,291,165 | $255,439 | $3,632,230 | XML |
| 990-PF | March 2025 | $3,793,790 | $34,490 | $3,035,642 | XML |
| 990-PF | March 2024 | $16,155 | $3,917 | $328,025 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4169472).
Questions about SONY AND MAURICE SCHOTLAND FOUNDATION INC
- What is the EIN of SONY AND MAURICE SCHOTLAND FOUNDATION INC?
- The employer identification number (EIN) of SONY AND MAURICE SCHOTLAND FOUNDATION INC is 13-4169472.
- Is SONY AND MAURICE SCHOTLAND FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SONY AND MAURICE SCHOTLAND FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SONY AND MAURICE SCHOTLAND FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SONY AND MAURICE SCHOTLAND FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SONY AND MAURICE SCHOTLAND FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SONY AND MAURICE SCHOTLAND FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does SONY AND MAURICE SCHOTLAND FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,291,165, expenses of $255,439 and total assets of $3,632,230 at year end.
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