SOKOL FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-03-23
IRS object ID: 202120829349100412
Schema version: 2020v4.0
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
Form 990-PF
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-23T08:38:30-07:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	275006467	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Aurora Consulting Group LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	107 W Main St	AddressLine1Txt
City	Visalia	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93291	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237119656	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sokol Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOKO	BusinessNameControlTxt
Phone	5593382296	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 304	AddressLine1Txt
City	Dunlap	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93621	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jerry Sokol	PersonNm
Person Title	Foundation Manager	PersonTitleTxt
Signature	2021-03-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Jerry	PersonFirstNm
Person Last	Sokol	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Sandra Koch EA	PreparerPersonNm
PTIN	P00364013	PTIN
Phone	8444186440	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$6,637	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,637	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$6,637	DividendsAdjNetIncmAmt
Total Rev And Expnss	$6,637	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,637	TotalNetInvstIncmAmt
Total Adj Net Incm	$6,637	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$500	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$79	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$579	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,732	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,732	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,311	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,732	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$326	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,637	NetInvestmentIncomeAmt
Adjusted Net Income	$6,637	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$54	CashBOYAmt
Cash EOY	$104	CashEOYAmt
Corporate Bonds BOY	$123,409	CorporateBondsBOYAmt
Corporate Bonds EOY	$123,685	CorporateBondsEOYAmt
Total Assets BOY	$123,463	TotalAssetsBOYAmt
Total Assets EOY	$123,789	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$123,463	NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY	$123,463	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$123,789	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$123,463	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$123,789	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$123,463	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$326	ExcessRevenueOverExpensesAmt
Subtotal	$123,789	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$123,789	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$92	InvestmentIncomeExciseTaxAmt
Subtotal	$92	SubtotalAmt
Tax Based On Investment Income	$92	TaxBasedOnInvestmentIncomeAmt
Tax Due	$92	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Jerry Sokol	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5593382296	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	38746 Barberry Lane	AddressLine1Txt
City	Squaw Valley	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93675	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd
Jerry Sokol
38746 Barberry Lane	Squaw Valley	CA	93675	Foundation Mgr.	1.00	$500
Henry Sokol
1120 E Donges Ct	Milwaukee	WI	53217	Vice President	0.00	$0
Ronald Sokol
				Director	0.00	$0	PB3 1134 Puryricard	Aix En Provence	France	FR
Susan J Blosser
18132 SW Fitch Dr	Dayton	OH	45402	Director	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$92	TaxBasedOnInvestmentIncomeAmt
Total Tax	$92	TotalTaxAmt
Distributable Before Adj	$92	DistributableBeforeAdjAmt
Distributable Before Ded	$92	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,732	ExpensesAndContributionsAmt
Qualifying Distributions	$5,732	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$5,732	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$6,018	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$4,597	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,160	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$8,161	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,008	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$30,944	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,732	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$5,732	RemainingDistriFromCorpusAmt
Total Corpus	$36,676	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$6,018	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$30,658	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,597	ExcessFromYear4Amt
Excess From Year3	$6,160	ExcessFromYear3Amt
Excess From Year2	$8,161	ExcessFromYear2Amt
Excess From Year1	$6,008	ExcessFromYear1Amt
Excess From Current Year	$5,732	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Yamhill Enrichment Society
638 NE 5th St	McMinnville	OR	97123	Unrestricted	$1,433
University of Virginia
PO Box 400331	Charlottesville	VA	22904	Unrestricted	$1,433
United Way
4949 East Kings Canyon Road	Fresno	CA	93727	Unrestricted	$143
University School of Milwaukee
2100 W Fairy Chasm Rd	Milwaukee	WI	53217	Unrestricted	$215
United Performing Art Foundation
301 W Wisconsin Ave Suite 600	Milwaukee	WI	53203	Unrestricted	$143
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	Unrestricted	$233
Southwest Indian Foundation
100 W Coal Ave	Gallup	NM	87301	Unrestricted	$150
Ducks Unlimited
One Waterfowl Way	Memphis	TN	38120	Unrestricted	$265
Sequoia Natural History Association
47050 Generals Hwy 10	Three Rivers	CA	93271	Unrestricted	$50
Rocky Mountain Elk Foundation
5705 Grant Creek Rd	Missoula	MT	59808	Unrestricted	$335
Mountain Valley Fire Department
46694 Chuckwagn Rd	Dunlap	CA	93621	Unrestricted	$200
Maryland Food Bank
2200 Halethorpe Farms Road	Baltimore	MD	21227	Unrestricted	$100
Oregon Zoo Foundation
4001 SW Canyon Road	Portland	OR	97221	Unrestricted	$100
St Sebastian School
1747 N 54th St	Milwaukee	WI	53208	Unrestricted	$502
Dana Hall School
45 Dana Rd	Wellesley	MA	02482	Unrestricted	$430

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,732	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,637	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,637	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,637	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
State Fees	$10
Taxes	$69

SOKOL FOUNDATION INC: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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