SOKOL FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-24
IRS object ID
202441769349100769
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-24T18:10:05-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN275006467PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aurora Consulting Group LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13643 S Mooney Blvd Unit 1005AddressLine1Txt
CityVisaliaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93277ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237119656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sokol Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOKOBusinessNameControlTxt
Phone3605975526PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113409 NE 228th CtAddressLine1Txt
CityBrush PrairieCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobin ClarkePersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobinPersonFirstNm
Person LastClarkePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra Koch EAPreparerPersonNm
PTINP00364013PTIN
Phone8444186440PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,024DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,024DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,024DividendsAdjNetIncmAmt
Total Rev And Expnss$7,024TotalRevAndExpnssAmt
Total Net Invst Incm$7,024TotalNetInvstIncmAmt
Total Adj Net Incm$7,024TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$275AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$219TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,032ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,032ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,026TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,032TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2ExcessRevenueOverExpensesAmt
Net Investment Income$7,024NetInvestmentIncomeAmt
Adjusted Net Income$7,024AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54CashBOYAmt
Cash EOY$51CashEOYAmt
Corporate Bonds BOY$121,370CorporateBondsBOYAmt
Corporate Bonds EOY$135,717CorporateBondsEOYAmt
Total Assets BOY$121,424TotalAssetsBOYAmt
Total Assets EOY$135,768TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$121,424NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$135,768NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$121,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$135,768TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$121,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$135,768TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$121,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2ExcessRevenueOverExpensesAmt
Other Increases$14,346OtherIncreasesAmt
Subtotal$135,768SubtotalAmt
Tot Net Ast Or Fund Balances EOY$135,768TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$98InvestmentIncomeExciseTaxAmt
Subtotal$98SubtotalAmt
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Tax Due$98TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Robin ClarkeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3605975526PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113409 NE 228th CtAddressLine1Txt
CityBrush PairieCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
Jerry Sokol
38746 Barberry LaneSquaw ValleyCA93675Vice President0.00$0
Henry Sokol
1120 E Donges CtMilwaukeeWI53217Secretary0.00$0
Ronald Sokol
Director0.00$0PB3 1134 PuryricardAix En ProvenceFranceFR
Susan J Blosser
18132 SW Fitch DrDaytonOH45402Director1.00$500
Robin Clarke
13409 NE 228th CtBrush PrairieWA98606President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Total Tax$98TotalTaxAmt
Distributable Before Adj$98DistributableBeforeAdjAmt
Distributable Before Ded$98DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,032ExpensesAndContributionsAmt
Qualifying Distributions$6,032QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,161ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,008ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,732ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,560ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,883ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,344TotalExcessDistributionCyovAmt
Qualifying Distributions$6,032QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$6,032RemainingDistriFromCorpusAmt
Total Corpus$48,376TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,161ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,215ExcessDistriCyovToNextYrAmt
Excess From Year4$6,008ExcessFromYear4Amt
Excess From Year3$5,732ExcessFromYear3Amt
Excess From Year2$8,560ExcessFromYear2Amt
Excess From Year1$13,883ExcessFromYear1Amt
Excess From Current Year$6,032ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yamhill Enrichment Society
638 NE 5th StMcMinnvilleOR97123Unrestricted$1,508
University of Virginia
PO Box 400331CharlottesvilleVA22904Unrestricted$1,508
Sequoia Natural History Association
47050 Generals Hwy 10Three RiversCA93271Unrestricted$644
Mountain Valley Fire Department
46694 Chuckwagn RdDunlapCA93621Unrestricted$220
Oregon Zoo Foundation
4001 SW Canyon RoadPortlandOR97221Unrestricted$644
Dana Hall School
45 Dana RdWellesleyMA02482Unrestricted$377
Delta Tau Delta
10000 Allisonville RoadFishersIN46038Unrestricted$377
Alzheimer Association
225 N Michigan Avenue Floor 17ChicagoIL60601Unrestricted$377
Haven
20 International Drive Suite 300PortsmouthNH03801Unrestricted$377
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,032TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,024RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,024RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,024TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Fees$25
Taxes$194

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