Sony & Maurice Schotland Foundation
Sony & Maurice Schotland Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $3.6M in total assets. In 2026, it awarded 2 grants totaling $190K. Net investment income was $422K.
Sony & Maurice Schotland Foundation at a glance
In short: Sony & Maurice Schotland Foundation gave $190K across 2 grants in 2026 (avg $95K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $190,000
- Grants made (2026)
- 2
- Average grant
- $95,000
- Median grant
- $95,000
- Total assets
- $3,632,230
- +19.7% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Sony & Maurice Schotland Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Southampton Animal Shelter Found ($130K). Together the top 2 received $190K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Sony & Maurice Schotland Foundation gives
- Giving grew 90% from 2023 to 2026. Method
- In 2026 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $10K (2021) to $190K (2026). In 2026 it made 2 grants totaling $190K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southampton Animal Shelter Found Hampton Bays, NY | Unrestricted | $130,000 |
| ARF East Hampton, NY | Unresitricted | $60,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,632,230 | $1,291,165 | $255,439 | $190,000 | 2 | $190,350 | $422,330 | $189,709 |
| 2025 | $3,035,642 | $3,793,790 | $34,490 | — | — | — | $664,968 | $123,577 |
| 2024 | $328,025 | $16,155 | $3,917 | — | — | — | $12,038 | $17,021 |
| 2023 | $315,787 | $13,869 | $104,446 | $100,000 | 1 | $100,050 | $9,404 | $18,654 |
| 2022 | $406,364 | $31,090 | $39,950 | $34,200 | 2 | $34,500 | $25,640 | $23,551 |
| 2021 | $415,224 | $-52,281 | $27,269 | $10,000 | 2 | — | — | $21,396 |
| 2020 | $494,774 | $44,711 | $3,351 | — | — | — | $41,800 | $19,781 |
Under IRS private-foundation payout rules, Sony & Maurice Schotland Foundation reported a distributable amount of $190K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sony & Maurice Schotland Foundation is led by Andrea Baumann Lustig, President on every filing since 2020; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Andrea Baumann Lustig
President
On filings since 2020
1 hr/week
No compensation reported
Ivan Lustig
Vice President
On filings since 2020
0.5 hrs/week
No compensation reported
Ronald Hoffman
Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sony & Maurice Schotland Foundation
How much does Sony & Maurice Schotland Foundation give each year?
Sony & Maurice Schotland Foundation gave $190K across 2 grants in 2026, according to its 2026 IRS Form 990-PF.
How large is Sony & Maurice Schotland Foundation?
Sony & Maurice Schotland Foundation reported $3.6M in total assets on its 2026 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $190K (roughly 5% of its investment assets).
Where does Sony & Maurice Schotland Foundation operate?
Sony & Maurice Schotland Foundation has awarded grants in New York.
What is Sony & Maurice Schotland Foundation's EIN?
Sony & Maurice Schotland Foundation's EIN (Employer Identification Number) is 13-4169472. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Sony & Maurice Schotland Foundation's focus areas in our free grants database
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