2024-06-25T16:00:50-04:00 2023-12-31 382337970 EDWARDS ELLIS & ASSOCIATES PC 2155 BUTTERFIELD DR STE 190 TROY MI 480843401 990PF 2023-01-01 383322771 THE SONKIN FAMILY FOUNDATION SONK 5616256998 32 SAINT THOMAS DR PALM BEACH GARDENS FL 334184598 SYDELLE SONKIN PRESIDENT 5616256998 2024-06-19 SYSELLE SONKIN XXX-XX-XXXX false JEFFREY B ELLIS CPA P00047161 2486434545 2024-06-25 2023 2023-04-26 12:10:37Z X 367192 X X 1344 1344 1344 11785 11785 11785 37471 366816 37471 50600 50600 13129 20 20 3450 3450 38 38 4091 4091 7599 7599 0 342184 342184 349783 7599 342184 -299183 43001 13129 33756 48267 48267 584912 271218 318925 618668 319485 367192 0 X 618668 319485 618668 319485 618668 319485 618668 -299183 319485 319485 444.853 SHR AKRE FOCUS FUND P 2014-03-14 25000 9458 15542 15542 1,582.512 SHR AMG YACKTMAN FD CLS 1 P 36500 36884 -384 -384 767.046 SHR THORNBURG INV INCOME BUI P 2016-07-13 17500 15134 2366 2366 375.444 SHR POPLAR FOREST PTNR FD P 2018-04-30 18100 18581 -481 -481 146.330 SHR JENSEN QUAL GROWTH P 2023-12-01 9114 5461 3653 3653 267.879 SHR CHAMPLAIN MID CAP P 2023-12-01 6067 3543 2524 2524 1,012.074 SHR PIMCO INC FD CL I2 P 2014-08-27 20000 23714 -3714 -3714 840.929 SHR FPA CRESCENT FD INST P 31731 26675 5056 5056 1,045.000 SHR ALTRIA GROUP INC D 2008-09-30 2023-09-07 45697 68437 -22740 -22740 666.000 SHR PHILIP MORRIS INTL INC D 2008-09-30 2023-09-07 62723 68958 -6235 -6235 219.000 SHR JENSEN QUAL GROWTH P 2023-12-01 12888 5881 7007 7007 1,552.718 SHR EATON VANCE R BURN EQ P 2010-12-14 26500 16335 10165 10165 854.990 SHR CHAMPLAIN MID CAP INST P 18934 9788 9146 9146 928.136 SHR DIAMOND HILL LNG SHT FD P 2007-06-04 24400 18776 5624 5624 63.655 SHR FPA CRESCENT FD INST P 2023-05-10 2269 1720 549 549 37471 598 598 598 1174 1174 576 576 false false false false false false false true true MI true true false false false true N/A SYDELLE SONKIN 5616256998 32 SAINT THOMAS DRIVE PALM BEACH GARDENS FL 334184598 false false false false false false false false false false false false false false false false false false false false SYDELLE SONKIN 32 SAINT THOMAS DR PALM BEACH GARDENS FL 334184598 PRESIDENT 000.00 0 0 0 NONE NONE SCIENTIFIC RESEARCH 1899 CULTURAL ENHANCEMENT 1900 RELIGIOUS EDUCATION 1900 EDUCATIONAL PURPOSES 1900 N/A 533244 43527 0 576771 576771 8652 568119 28406 X 342184 342184 342184 342184 342184 X 0 0 342184 95575 80876 93718 612353 342184 95575 80876 93718 612353 18937 23925 27065 24067 93994 X NO FORM SPECIFIED MUST BE 501(C)(3) ORGANIZATION AMERICAN JEWISH COMMITTEE 6735 TELEGRAPH RD SUITE 370 BLOOMFIELD HILLS MI 48301 CULTURAL 100 AMERICAN JEWISH HISTORICAL SOCIETY 15 WEST 16TH ST NEW YORK NY 10011 EDUCATIONAL 100 AMERICAN SOCIETY FOR TECHNION 30230 ORCHARD LAKE ROAD ROOM 155 FARMINGTON HILLS MI 48334 EDUCATIONAL 100 AMERICAN SOCIETY YAD VASHEM 500 FIFTH AVENUE 42ND FLOOR NEW YORK NY 101104299 EDUCATIONAL 100 ANTIDEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 EDUCATIONAL 100 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE ATLANTA GA 30309 MEDICAL 100 BALLEN ISLES CHARITIES FOUNDATION 100 BALLENISLES CIRCLE PALM BEACH GARDENS FL 33418 MEDICAL 1000 BIRTHRIGHT ISREAL FOUNDATION PO BOX 21615 NEW YORK NY 10087 CULTURAL 1000 B'NAI BRITH INTERNATIONAL 1120 20TH ST NW SUITE 300 WASHINGTON DC 20036 RELIGIOUS 100 CAMERA PO BOX 35040 BOSTON MA 01235 EDUCATIONAL 100 CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 EDUCATIONAL 100 CHAUTAUQUA INSTITUTE 1 AMES AVENUE CHAUTAUQUA NY 14722 EDUCATIONAL 3389 CRIB-EFRAT 1274 49TH ST BROOKLYN NY 11219 MEDICAL 100 DANA FARBER - JIMMY FUND 10 BROOKLINE PLACE W 6TH FLOOR BROOKLINE MA 024457226 MEDICAL 1000 EVERETT JEWISH LIFE CENTER 36 MASSEY AVE CHAUTAUQUA NY 14722 RELIGIOUS 500 FRIENDS OF SMITHSONIAN PO BOX 37012 MRC 712 WASHINGTON DC 200137012 EDUCATIONAL 100 HADASSAH 40 WALL STREET NEW YORK NY 10005 CULTURAL 2274 HEBREW CONGREGATION OF CHAUTAUQUA 1 MILLER PARK CHAUTAUQUA NY 14722 RELIGIOUS 1705 HEBREW FREE LOAN 6735 TELEGRAPH RD SUITE 300 BLOOMFIELD HILLS MI 48301 CULTURAL 100 HERIZON 2247 PALM BEACH LAKES BLV SUITE 208 WEST PALM BEACH FL 33409 EDUCATIONAL 50 HILLEL OF METRO DETROIT 5221 GULLEN MALL STUDENT CTR 667 DETROIT MI 48202 RELIGIOUS 100 HILLEL OF BROWARD COUNTY FL 777 GLADES RD BLDG LY-3A BOCA RATON FL 33431 RELIGIOUS 100 INSIGHT THROUGH EDUCATION PO BOX 66054 PALM BEACH GARDENS FL 33420 EDUCATIONAL 900 JEWISH FEDERATION DETROIT 6735 TELEGRAPH RD SUITE 30 BLOOMFIELD HILLS MI 48301 CULTURAL 10120 JEWISH FEDERATION PALM BEACH 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 CULTURAL 115944 JEWISH THEOLOGICAL SEMINARY 6735 TELEGRAPH SUITE 310 BLOOMFILED HILLS MI 48301 RELIGIOUS 10425 JEWISH WOMEN'S FOUNDATION 2247 PALM BEACH LAKES BLV SUITE 208 WEST PALM BEACH FL 33409 CULTURAL 3651 MAZON 10850 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90024 CULTURAL 100 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10017 EDUCATIONAL 89 MUSEUM OF TOLERANCE 220 E 42ND ST NEW YORK NY 10017 EDUCATIONAL 100 N 1 FOUDATION 68 JAY STREET SUITE 405 BROOKLYN NY 11201 CULTURAL 36 NARAL PRO-CHOICE AMERICA 7125 EYE ST NWW SUITE 900 WASHINGTON DC 20006 MEDICAL 100 NATIONAL COUNCIL OF JEWISH WOMEN PO BOX 540414 GREENACRES FL 33454 CULTURAL 1545 NATIONAL MUSEUM OF JEWISH HISTORY 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 EDUCATIONAL 100 NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 EDUCATIONAL 100 NORTON MUSEUM 1450 S DIXIE HWY WEST PALM BEACH FL 33401 EDUCATIONAL 145 ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 EDUCATIONAL 1000 PALM BEACH STATE COLLEGE 4200 CONGRESS AVENUE LAKE WORTH FL 33461 EDUCATIONAL 500 PLANNED PARENTHOOD 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 MEDICAL 500 SIMON WIESENTHAL CENTER 1399 S ROXBURY DR LOS ANGELES CA 90035 CULTURAL 100 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 EDUCATIONAL 100 TEMPLE JUDEA 4200 HOOD ROAD PALM BEACH GARDENS FL 33410 RELIGIOUS 3431 TRANSPORTATION ALTERNATIVES PROGAM 425 W OTTAWA ST LANSING MI 48933 SCIENTIFIC 179820 WORLD WILDLIFE FUND 1250 24TH ST WASHINGTON DC 20037 EDUCATIONAL 100 UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 EDUCATIONAL 500 US HOLOCAUST MEMORIAL 100 RAOUL WALLENBERG PLC WASHINGTON DC 200242126 EDUCATIONAL 100 YIDDISH BOOK CENTER 1021 WEST STREET AMHERST MA 01002 EDUCATIONAL 360 342184 14 1344 14 11785 18 37471 50600 50600 false false false false false false false false false false 3450 3450 AKRE FOCUS FD 15975 31771 ALTRIA GROUP INC AMG YACHTMAN FD 50600 56270 CHAMPLAIN MID CAP FD ADVISOR CL 25792 34145 DIAMOND HILL LONG SHORT 25848 29454 EATON VANCE RCHRD BRSTN MLT MK EQ 32138 34862 FPA CRESCENT FD 44685 51438 JENSEN QUALITY GTH FD 20591 24901 PHILIP MORRIS INTL INC PIMCO INC FD 23893 21679 POLAR FOREST PARTNERS 16950 17759 THORNBURG INVSMT INCOME 14746 16646 LEGAL FEES 20 20 EXPENSES INVESTMENT FEE 4083 4083 OFFICE EXPENSE 8 8 FOREIGN TAXES 38 38 FEDERAL INCOME TAX