Ohanian Sozstak Family Foundation

Szostak M Anne Et Al Ttee

Providence, RI
Tax-exempt since Jan. 2005
EIN: 55-6172290

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$974k (2024)

Expenses

$277k (2024)

Total Assets

$3.84M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$973,681

Expenses

$277,064

Net Income

$696,617

Net Assets

$3,843,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$234,640	24.1%
Interest Revenue	$0
Dividends	$126,103	13.0%
Sales of Assets	$612,938	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,000	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,843,952
Total Liabilities	$0
Net Assets	$3,843,952

Compensation

Key Employees and Officers	Compensation	Other
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0
Brooke A Greenthal (Trustee)	$0	$0
Katherine E Gerencser (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$523,969

Expenses

$222,898

Net Income

$301,071

Net Assets

$3,338,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$405,487	77.4%
Interest Revenue	$0
Dividends	$94,381	18.0%
Sales of Assets	$24,101	4.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,000	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,338,120
Total Liabilities	$0
Net Assets	$3,338,120

Compensation

Key Employees and Officers	Compensation	Other
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0
Brooke A Greenthal (Trustee)	$0	$0
Katherine E Gerencser (Trustee)	$0	$0

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990-PF

Filed on July 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$64,474

Expenses

$233,327

Net Income

-$168,853

Net Assets

$3,401,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,983	> 100%
Sales of Assets	-$34,509
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,000	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,401,940
Total Liabilities	$0
Net Assets	$3,401,940

Compensation

Key Employees and Officers	Compensation	Other
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0
Brooke A Greenthal (Trustee)	$0	$0
Katherine E Gerencser (Trustee)	$0	$0

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990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,272,446

Expenses

$296,165

Net Income

$976,281

Net Assets

$3,582,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$508,436	40.0%
Interest Revenue	$1	0.0%
Dividends	$118,910	9.3%
Sales of Assets	$645,099	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$257,500	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,582,153
Total Liabilities	$0
Net Assets	$3,582,153

Compensation

Key Employees and Officers	Compensation	Other
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0
Brooke A Greenthal (Trustee)	$0	$0
Katherine E Gerencser (Trustee)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$86,847

Expenses

$135,704

Net Income

-$48,857

Net Assets

$3,070,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.1%
Interest Revenue	$4	0.0%
Dividends	$80,480	92.7%
Sales of Assets	$6,313	7.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,500	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,070,612
Total Liabilities	$1
Net Assets	$3,070,611

Compensation

Key Employees and Officers	Compensation	Other
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0
Brooke A Greenthal (Trustee)	$0	$0
Katherine E Gerencser (Trustee)	$0	$0

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990-PF

Filed on June 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$751,708

Expenses

$153,455

Net Income

$598,253

Net Assets

$3,149,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$665,825	88.6%
Interest Revenue	$28	0.0%
Dividends	$82,437	11.0%
Sales of Assets	$3,418	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,700	74.1%
Compensation of Officers*	$8,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,149,438
Total Liabilities	$1
Net Assets	$3,149,437

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (Trustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$732,267

Expenses

$263,336

Net Income

$468,931

Net Assets

$3,198,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$305,414	41.7%
Interest Revenue	$14	0.0%
Dividends	$77,156	10.5%
Sales of Assets	$349,683	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,700	78.5%
Compensation of Officers*	$8,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,198,841
Total Liabilities	$0
Net Assets	$3,198,841

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (Trustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$872,958

Expenses

$163,755

Net Income

$709,203

Net Assets

$3,051,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$361,280	41.4%
Interest Revenue	$14	0.0%
Dividends	$74,138	8.5%
Sales of Assets	$437,526	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,717	79.2%
Compensation of Officers*	$8,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,051,062
Total Liabilities	$0
Net Assets	$3,051,062

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (Trustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$557,512

Expenses

$164,382

Net Income

$393,130

Net Assets

$2,534,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$248,069	44.5%
Interest Revenue	$11	0.0%
Dividends	$51,188	9.2%
Sales of Assets	$258,244	46.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,467	81.8%
Compensation of Officers*	$8,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,534,647
Total Liabilities	$0
Net Assets	$2,534,647

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (Trustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$82,898

Expenses

$166,979

Net Income

-$84,081

Net Assets

$2,277,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$57,487	69.3%
Sales of Assets	$25,398	30.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,167	76.2%
Compensation of Officers*	$8,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,277,767
Total Liabilities	$0
Net Assets	$2,277,767

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (T Rustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$662,364

Expenses

$122,624

Net Income

$539,740

Net Assets

$2,365,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$370,669	56.0%
Interest Revenue	$20	0.0%
Dividends	$61,009	9.2%
Sales of Assets	$230,666	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,367	75.3%
Compensation of Officers*	$8,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,365,506
Total Liabilities	$0
Net Assets	$2,365,506

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$4,000	$0
Katherine E Gerencser (Trustee)	$4,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$440,487

Expenses

$130,413

Net Income

$310,074

Net Assets

$2,020,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,360	45.7%
Interest Revenue	$7	0.0%
Dividends	$51,520	11.7%
Sales of Assets	$187,600	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,967	77.4%
Compensation of Officers*	$6,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,021,552
Total Liabilities	$649
Net Assets	$2,020,903

Compensation

Key Employees and Officers	Compensation	Other
Brooke A Greenthal (Trustee)	$3,000	$0
Katherine E Gerencser (Trustee)	$3,000	$0
M Anne Szostak (Trustee)	$0	$0
Michael J Szostak (Trustee)	$0	$0

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990-PF

Filed on April 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$184,150

Expenses

$105,284

Net Income

$78,866

Net Assets

$1,867,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$49,197	26.7%
Sales of Assets	$134,924	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,256	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,867,814
Total Liabilities	$682
Net Assets	$1,867,132

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$309,753

Expenses

$89,386

Net Income

$220,367

Net Assets

$1,788,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$259,708	83.8%
Interest Revenue	$35	0.0%
Dividends	$45,175	14.6%
Sales of Assets	$4,835	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,254	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,788,664
Total Liabilities	$398
Net Assets	$1,788,266

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Ohanian Sozstak Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $974k (2024)

Expenses $277k (2024)

Total Assets $3.84M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$974k (2024)

Expenses

$277k (2024)

Total Assets

$3.84M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004