Anna Sosenko Assist Trust
The Anna Sosenko Assist Trust is a private foundation based in New York, New York. It makes grants to individuals for career development in theatre, opera, and concert performance, with its website describing a particular emphasis on helping early-career professionals develop projects and performances.
Key facts about Anna Sosenko Assist Trust
In short: Anna Sosenko Assist Trust gave $13K across 19 grants in 2025 (avg $673.684), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-7252069
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,800
- Grants made (2025)
- 19
- Average grant
- $674
- Median grant
- $650
- Total assets
- $512,350
- Primary geography
- New York (70% of itemized 2025 grant dollars)
- How to apply
- The Trust’s website asks applicants to email a statement of intent of no more than two pages, outlining their needs, purposes, and anticipated outcomes. Full details ↓
- Deadline
- The 2025 filing states that applications are accepted throughout the year.
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$512K
+8.3% YoY
Annual Giving
$13K
-12.6% YoY
Grant Count
19
-17.4% YoY
Avg Grant Size
$673.684
+5.8% YoY
How Anna Sosenko Assist Trust gives
- Giving grew 36% from 2022 to 2025. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The Trust’s stated purpose is to aid and enhance the career development of talented individuals in need of assistance in theatre, opera, or concert performance. Its website says grants are primarily earmarked for early-career professionals and may support rehearsal expenses, performance attire, accompanist fees, recording and photography costs, incidental project costs, and musical arrangements.
The Trust says it does not support health-related expenses, certain travel costs, continuing lessons and studies, or contest and similar entrance fees. Its website says awards are intended to benefit the maximum number of individuals annually.
Grantmaking
In filing year 2025, the Trust reported 19 grants totaling $12,800. Awards ranged from $300 to $1,250, with a median of $650. The largest reported grant was $1,250; the next three largest were $1,000 each. The stated purpose for each of the largest listed awards was to support the arts.
Review Cycle
The 2025 filing states that applications are accepted throughout the year.
How to Apply
The Trust’s website asks applicants to email a statement of intent of no more than two pages, outlining their needs, purposes, and anticipated outcomes. A trustee contacts applicants whose submissions meet the Trust’s requirements and objectives to request a formal grant application. Those invited to apply are asked to submit a grant application, supplemental materials, press clippings, letters of recommendation, and their most recent income tax filing, by email and regular mail. The Trust says it cannot return supplemental materials. The maximum award is $2,000.
Open Grants
1 open opportunity from Anna Sosenko Assist Trust
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Geographic Focus
Where this funder awards grants
The Trust is based in New York, New York. In filing year 2025, 70% of grant dollars went to recipients in New York, 12% to New Jersey, 6% to Connecticut, 5% to Texas, and 4% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2020) to $15K (2024). In 2025 it made 19 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jerry Lieblich ($1K). Together the top 10 received $9K.
Grant Size Distribution
76 grants across all recorded years
The most common grant size was under $50K: 76 grants of 76 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jerry Lieblich Brooklyn, NY | To Support the Arts | $1,250 |
| Joey Merlo Brooklyn, NY | To Support the Arts | $1,000 |
| Cheryl L Davis Mt Vernon, NY | To Support the Arts | $1,000 |
| Ifeoluwa Olujobi Brooklyn, NY | To Support the Arts | $1,000 |
| Sophie Zmorrod Brooklyn, NY | To Support the Arts | $750 |
| Brenna Markey Ewing, NJ | To Support the Arts | $750 |
| Samuel DeCaprio Lebanon, CT | To Support the Arts | $750 |
| Daniellade Jesus Brooklyn, NY | To Support the Arts | $750 |
| Barry M Putt Jr Somerset, NJ | To Support the Arts | $750 |
| Sara Kennedy Cedar Park, TX | To Support the Arts | $650 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $512,350 | $37,485 | $28,281 | $12,800 |
| 2024 | $473,267 | $37,864 | $27,500 | $14,650 |
| 2023 | $436,767 | $20,621 | $25,441 | $11,600 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $512,350 | $473,267 | $436,767 |
| Revenue | $37,485 | $37,864 | $20,621 |
| Expenses | $28,281 | $27,500 | $25,441 |
| Qualifying Distributions | $20,578 | $20,271 | $20,340 |
| Net Investment Income | $21,591 | $22,204 | $12,140 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 26, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Amy Sperling, Jonathan C Herzog, Sara Honovich, and REBECCA silver as trustees.
Anna Sosenko Assist Trust's 2025 filing lists 4 officers; 3 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Amy Sperling
Trustee
On filings since 2019
0.5 hrs/week
$1K (2019) → $2K (2025)
Jonathan C Herzog
Trustee
On filings since 2019
0.5 hrs/week
$3K (2019) → $4K (2025)
REBECCA silver
Trustee
On filings since 2019
0.5 hrs/week
$1K (2019) → $0 (2025)
Sara Honovich
Trustee
On filings since 2021
0.5 hrs/week
$500 (2021) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Jonathan C Herzog (Trustee). 3 officers or directors reported compensation on that filing.
Contact
Application contact: The Anna Sosenko Assist Trust
Mailing address: 59 John Street Apt 9B, New York, NY 10038
Phone: (212) 732-3030
Email: info@annasosenkotrust.org
Website: https://annasosenkotrust.org
Frequently asked questions about Anna Sosenko Assist Trust
How much does Anna Sosenko Assist Trust give each year?
Anna Sosenko Assist Trust gave $13K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 23 grants.
What is Anna Sosenko Assist Trust's typical grant size?
Anna Sosenko Assist Trust's median grant in 2025 was $650, and its average grant was $674, across 19 grants on its 2025 IRS Form 990-PF.
Where does Anna Sosenko Assist Trust give grants?
Anna Sosenko Assist Trust gives mostly in New York: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (12%) and Connecticut (6%). The most frequent recipient cities were Brooklyn, NY (9 grants) and New York, NY (2 grants).
Does Anna Sosenko Assist Trust give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Anna Sosenko Assist Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support the Arts" (19 grants).
Who are Anna Sosenko Assist Trust's largest grantees?
Anna Sosenko Assist Trust's largest 2025 grantees include Jerry Lieblich ($1,250), Joey Merlo ($1,000) and Cheryl L Davis ($1,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is Anna Sosenko Assist Trust?
Anna Sosenko Assist Trust reported $512K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $37K.
What does Anna Sosenko Assist Trust fund?
The Trust’s stated purpose is to aid and enhance the career development of talented individuals in need of assistance in theatre, opera, or concert performance. See mission & focus areas ↑
How do I apply for a grant from Anna Sosenko Assist Trust?
The Trust’s website asks applicants to email a statement of intent of no more than two pages, outlining their needs, purposes, and anticipated outcomes. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Anna Sosenko Assist Trust's EIN?
Anna Sosenko Assist Trust's EIN (Employer Identification Number) is 13-7252069. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Anna Sosenko Assist Trust by hand.
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