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PHILIP D SOKOL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PHILIP D SOKOL FOUNDATION (EIN 83-0580692)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202511339349104821
Schema version
2024v5.1
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)
Return2025-05-13T17:58:43-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830580692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip D Sokol FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone8582700707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12907 Shelter Island Dr 105 PMB61AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn TreimanPersonNm
Person TitleSec/TreasPersonTitleTxt
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAntonio Tellez JrPreparerPersonNm
PTINP01716904PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,150,493FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$133,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,284DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,544,906GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,892CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$222,176TotalRevAndExpnssAmt
Total Net Invst Incm$222,176TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50,771OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,771OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$437TaxesRevAndExpnssAmt
Taxes Net Invst Incm$437TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$143TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$143TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$220OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$220OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$241,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$241,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,363TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,395ExcessRevenueOverExpensesAmt
Net Investment Income$170,968NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,998CashBOYAmt
Cash EOY$43,856CashEOYAmt
Cash EOYFMV$43,856CashEOYFMVAmt
Sav And Temp Cash Invst BOY$735,897SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$452,558SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$452,558SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$199,175USGovernmentObligationsBOYAmt
Corporate Stock BOY$4,092,306CorporateStockBOYAmt
Corporate Stock EOY$5,047,980CorporateStockEOYAmt
Corporate Stock EOYFMV$5,047,980CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,420,351CorporateBondsBOYAmt
Corporate Bonds EOY$1,365,137CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,365,137CorporateBondsEOYFMVAmt
Other Investments BOY$124,089OtherInvestmentsBOYAmt
Other Investments EOY$240,962OtherInvestmentsEOYAmt
Other Investments EOYFMV$240,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,615,816TotalAssetsBOYAmt
Total Assets EOY$7,150,493TotalAssetsEOYAmt
Total Assets EOYFMV$7,150,493TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,615,816NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,150,493NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,615,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,150,493TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,615,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,150,493TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,615,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,395ExcessRevenueOverExpensesAmt
Other Increases$608,072OtherIncreasesAmt
Subtotal$7,150,493SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,150,493TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Sales of Publicly Traded SecuritiesP2012-12-122024-12-12$1,518,738$1,456,014$62,724$62,724
Capital Gains DistributionsP2012-12-122024-12-12$26,168$26,168$26,168
FieldValueIRS element (for citing)
Capital Gain Net Income$88,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,376InvestmentIncomeExciseTaxAmt
Subtotal$2,376SubtotalAmt
Tax Based On Investment Income$2,376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,450EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,450TotalPaymentsAndCreditsAmt
Overpayment$4,074OverpaymentAmt
Applied To ES Tax$4,074AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1John TreimanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8582700707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12907 Shelter Island Dr STE 105 PMBAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92109ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Laura Miller
2907 Shelter Island Dr 105San DiegoCA92106President1.00$0
John Treiman
2907 Shelter Island Dr 105San DiegoCA92106Sec/Treas1.00$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$6,903,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$358,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,261,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,261,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,918CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,152,297NetVlNoncharitableAssetsAmt
Minimum Investment Return$357,615MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$357,615MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,376TaxBasedOnInvestmentIncomeAmt
Total Tax$2,376TotalTaxAmt
Distributable Before Adj$355,239DistributableBeforeAdjAmt
Distributable Before Ded$355,239DistributableBeforeDedAmt
Distributable As Adjusted$355,239DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,363ExpensesAndContributionsAmt
Qualifying Distributions$244,363QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$355,239DistributableAsAdjustedAmt
Undistributed Income PY$241,716UndistributedIncomePYAmt
Qualifying Distributions$244,363QualifyingDistributionsAmt
Applied To Year1$241,716AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,647AppliedToCurrentYearAmt
Undistributed Income CY$352,592UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
San Diego Humane Society
5500 Gaines StSan DiegoCA92110N/APCGeneral Support$50,000
San Diego Justice Foundation
PO Box 122724San DiegoCA92112N/APCGeneral Support$40,000
Scripps
4555 Executive DriveSan DiegoCA92121N/APCGeneral Support$50,000
UC San Diego
9500 Gilman Drive 0937La JollaCA92093N/APCGeneral Support$10,000
Zoological Society of San Diego
2920 Zoo DriveSan DiegoCA92112N/APCGeneral Support$50,000
Mama's Kitchen
3960 Home AvenueSan DiegoCA92110N/APCGeneral Support$15,000
Urban Surf 4 Kids
9380 Activity Rd Suite HSan DiegoCA92126N/APCGeneral Support$10,000
BSA Troop 11
4324 Clairemont Mesa BlvdSan DiegoCA92117N/APCGeneral Support$2,500
Student Diplomact Corps
424 West 54th StreetNew YorkNY10019N/APCGeneral Support$10,000
Springboard to Learning
1310 Papin StreetSt LouisMO63103N/APCGeneral Support$4,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$241,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$88,892ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$222,176ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,176TotalIncomeProducingActyAmt

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)
CategoryAccounting and Tax PreparationCategoryTxt
Amt$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$1,365,137EOYBookValueAmt
EOYFMV$1,365,137EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StocksStockNm
EOY Book Value$5,047,980EOYBookValueAmt
EOYFMV$5,047,980EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREITSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$240,962BookValueAmt
EOYFMV$240,962EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFiling FeesDesc
Revenue And Expenses Per Books$220RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$220DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeesCategoryTxt
Amt$50,771Amt
Net Investment Income$50,771NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes Paid on InvestmentsCategoryTxt
Amt$437Amt
Net Investment Income$437NetInvestmentIncomeAmt

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