Nonprofit · EIN 84-3915935
SOZOSEI FOUNDATION
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $294,183 | $3,261,440 | -$2,967,257 | $5,187,427 | $71,996 | $5,115,431 |
| December 31, 2024 | 990-PF | $8,163,451 | $5,569,489 | $2,593,962 | $8,312,519 | $229,831 | $8,082,688 |
| December 31, 2023 | 990-PF | $6,426,532 | $6,828,967 | -$402,435 | $6,268,958 | $780,232 | $5,488,726 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $264,248
- Other income
- $29,935
Expenses
- Grants and similar amounts paid
- $1,584,000
- Compensation of officers, directors and key employees
- $125,000
- Disbursements for charitable purposes
- $3,414,486
- Excise tax on investment income
- $3,634
Balance sheet and other
- Total assets, start of year
- $8,312,519
- Total assets, end of year
- $5,187,427
- Total liabilities, end of year
- $71,996
- Net assets, end of year
- $5,115,431
- Fair market value of assets
- $5,187,427
- Qualifying distributions
- $3,414,486
- Net investment income
- $264,248
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARSON MD 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | CHAIRMAN AND DIRECTOR | 20 | $125,000 |
| KENITA BARROW 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | SECRETARY | 1 | $0 |
| JAMES SAUER 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | TREASURER UNTIL 9/16/25 | 1 | $0 |
| TAMMY CHEN 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | TREASURER AS OF 9/16/25 | 1 | $0 |
| MARY MICHAEL 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
| MELISSA BECK 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | EXECUTIVE DIRECTOR | 40 | $0 |
| TAREK RABAH 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
| DR ALTHA STEWART MD 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARSON MD 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | CHAIRMAN AND DIRECTOR | 20 | $125,000 |
| KENITA BARROW 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | SECRETARY | 1 | $0 |
| JAMES SAUER 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | TREASURER | 1 | $0 |
| MARY MICHAEL 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
| MELISSA BECK 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | EXECUTIVE DIRECTOR | 40 | $0 |
| TAREK RABAH 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
| DR ALTHA STEWART 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR - AS OF OCTOBER 2024 | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARSON MD 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | CHAIRMAN AND DIRECTOR | 20 | $125,000 |
| KENITA BARROW 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | SECRETARY | 1 | $0 |
| JAMES SAUER 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | TREASURER | 1 | $0 |
| MARY MICHAEL 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
| MELISSA BECK 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | EXECUTIVE DIRECTOR | 40 | $0 |
| TAREK RABAH 508 CARNEGIE CENTER DR, PRINCETON, NJ 08540 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 508 CARNEGIE CENTER DRIVE, PRINCETON, NJ 08540-6259
- In care of
- % OTSUKA AMERICA PHARMACEUTICA
- Signed the 990-PF
- TAMMY CHEN, TREASURER
- Phone
- (240) 683-3573
- Website
- WWW.SOZOSEIFOUNDATION.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-3915935
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,187,427
- Income (IRS master file)
- $294,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $294,183 | $3,261,440 | $5,187,427 | XML |
| 990-PF | December 2024 | $8,163,451 | $5,569,489 | $8,312,519 | XML |
| 990-PF | December 2023 | $6,426,532 | $6,828,967 | $6,268,958 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-3915935).
Questions about SOZOSEI FOUNDATION
- What is the EIN of SOZOSEI FOUNDATION?
- The employer identification number (EIN) of SOZOSEI FOUNDATION is 84-3915935.
- Is SOZOSEI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SOZOSEI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOZOSEI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOZOSEI FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOZOSEI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOZOSEI FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $125,000 (WILLIAM CARSON MD, CHAIRMAN AND DIRECTOR).
- How much revenue does SOZOSEI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $294,183, expenses of $3,261,440 and total assets of $5,187,427 at year end.
Other nonprofits in PRINCETON
- ROBERT WOOD JOHNSON FOUNDATION EIN 22-6029397 · last filed 990-PF for 2024
- OTSUKA PATIENT ASSISTANCE FOUNDATION INC EIN 81-4571545 · last filed 990-PF for 2024
- DAVID R & PATRICIA D ATKINSON FOUNDATION EIN 22-3753685 · last filed 990-PF for 2025
- CORABELLE LUMPS FOUNDATION EIN 26-6208988 · last filed 990-PF for 2025
- DOLL FAMILY FOUNDATION EIN 52-2254198 · last filed 990-PF for 2024
- PRINCETON AREA COMMUNITY FOUNDATION INC EIN 52-1746234 · last filed 990 for 2024
- D ANGELO FOUNDATION EIN 22-3555150 · last filed 990-PF for 2024
- BRIGHT HORIZON FOUNDATION EIN 13-4121003 · last filed 990-PF for 2024
All nonprofits in PRINCETON · New Jersey · Philanthropy, voluntarism and grantmaking foundations