SOKOL FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-22
IRS object ID
202310819349100816
Schema version
2022v5.0
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)
Return2023-03-22T17:05:34-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Line1914 W Center AveAddressLine1Txt
CityVisaliaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-03-22SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,478FMVAssetsEOYAmt
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$13,945DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,945DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,945DividendsAdjNetIncmAmt
Total Rev And Expnss$13,945TotalRevAndExpnssAmt
Total Net Invst Incm$13,945TotalNetInvstIncmAmt
Total Adj Net Incm$13,945TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$275AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$155TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$33OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,883ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,883ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,883TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$901ExcessRevenueOverExpensesAmt
Net Investment Income$13,945NetInvestmentIncomeAmt
Adjusted Net Income$13,945AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44CashBOYAmt
Cash EOY$54CashEOYAmt
Cash EOYFMV$54CashEOYFMVAmt
Corporate Bonds BOY$123,694CorporateBondsBOYAmt
Corporate Bonds EOY$121,370CorporateBondsEOYAmt
Corporate Bonds EOYFMV$121,424CorporateBondsEOYFMVAmt
Total Assets BOY$123,738TotalAssetsBOYAmt
Total Assets EOY$121,424TotalAssetsEOYAmt
Total Assets EOYFMV$121,478TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$123,738NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$121,424NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$123,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,424TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$901ExcessRevenueOverExpensesAmt
Subtotal$122,837SubtotalAmt
Other Decreases$1,413OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$121,424TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$194InvestmentIncomeExciseTaxAmt
Subtotal$194SubtotalAmt
Tax Based On Investment Income$194TaxBasedOnInvestmentIncomeAmt
Tax Due$194TaxDueAmt
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 DrDaytonOH45402Director0.00$0
Robin Clarke
13409 NE 228th CtBrush PrairieWA98606President1.00$500
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$194TaxBasedOnInvestmentIncomeAmt
Total Tax$194TotalTaxAmt
Distributable Before Adj$194DistributableBeforeAdjAmt
Distributable Before Ded$194DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,883ExpensesAndContributionsAmt
Qualifying Distributions$13,883QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,160ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,008ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,732ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,560ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,621TotalExcessDistributionCyovAmt
Qualifying Distributions$13,883QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$13,883RemainingDistriFromCorpusAmt
Total Corpus$48,504TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,160ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,344ExcessDistriCyovToNextYrAmt
Excess From Year4$8,161ExcessFromYear4Amt
Excess From Year3$6,008ExcessFromYear3Amt
Excess From Year2$5,732ExcessFromYear2Amt
Excess From Year1$8,560ExcessFromYear1Amt
Excess From Current Year$13,883ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yamhill Enrichment Society
638 NE 5th StMcMinnvilleOR97123Unrestricted$3,470
University of Virginia
PO Box 400331CharlottesvilleVA22904Unrestricted$3,470
United Way
4949 East Kings Canyon RoadFresnoCA93727Unrestricted$468
University School of Milwaukee
2100 W Fairy Chasm RdMilwaukeeWI53217Unrestricted$868
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741Unrestricted$200
Cal State Sherrifs Association
1231 I St 200SacramentoCA95814Unrestricted$100
Southwest Indian Foundation
100 W Coal AveGallupNM87301Unrestricted$120
Rocky Mountain Elk Foundation
5705 Grant Creek RdMissoulaMT59808Unrestricted$300
Mountain Valley Fire Department
46694 Chuckwagn RdDunlapCA93621Unrestricted$200
Maryland Food Bank
2200 Halethorpe Farms RoadBaltimoreMD21227Unrestricted$1,275
Oregon Zoo Foundation
4001 SW Canyon RoadPortlandOR97221Unrestricted$638
St Sebastian School
1747 N 54th StMilwaukeeWI53208Unrestricted$668
Dana Hall School
45 Dana RdWellesleyMA02482Unrestricted$468
World Vision
PO Box 9716Federal WayWA98063Unrestricted$638
Delta Tau Delta
10000 Allisonville RoadFishersIN46038Unrestricted$200
Alzheimer Association
225 N Michigan Avenue Floor 17ChicagoIL60601Unrestricted$400
Family Sanctuary
PO Box 1406New YorkNY10268Unrestricted$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,883TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,945RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,945RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,945TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOther ExpensesDesc
Revenue And Expenses Per Books$33RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Fees$25
Taxes$130

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