SOKOL FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-20
IRS object ID
202510519349100726
Schema version
2024v5.0
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)
Return2025-02-20T16:27:11-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262676372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDA'S TAX SERVICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16314 NE 137TH AVEAddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98682ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Phone3605975526PhoneNum
Signature2025-02-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARENA BLACKPreparerPersonNm
PTINP01526373PTIN
Phone3608823978PhoneNum
Preparation2025-02-20PreparationDt
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$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$7,027DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,027DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,027DividendsAdjNetIncmAmt
Total Rev And Expnss$7,027TotalRevAndExpnssAmt
Total Net Invst Incm$7,027TotalNetInvstIncmAmt
Total Adj Net Incm$7,027TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$330AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$123TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$953TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,026ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,026ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,979TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,026TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48ExcessRevenueOverExpensesAmt
Net Investment Income$7,027NetInvestmentIncomeAmt
Adjusted Net Income$7,027AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51CashBOYAmt
Corporate Bonds BOY$135,717CorporateBondsBOYAmt
Corporate Bonds EOY$135,816CorporateBondsEOYAmt
Total Assets BOY$135,768TotalAssetsBOYAmt
Total Assets EOY$135,816TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$135,768NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$135,816NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$135,768TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$135,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$135,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$135,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$135,768TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48ExcessRevenueOverExpensesAmt
Subtotal$135,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$135,816TotNetAstOrFundBalancesEOYAmt

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

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
Individual With BooksROBIN CLARKEIndividualWithBooksNm
Phone3605975526PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113409 NE 228TH CTAddressLine1Txt
CityBRUSH PRAIRIECityNm
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
JERRY SOKOL
38746 BARBERRYSQUAW VALLEYCA93675VICE PRESIDE000.00$0$0$0
HENRY SOKOL
1120 E DONGES CTMILWAUKEEWI53217SECRETARY000.00$0$0$0
RONALD SOKOL
DIRECTOR000.00$0$0$0PB3 1134 PURYRICARDAIX EN PROVENCEAIX EN PROVENCEFR
SUSAN J BLOSSER
18132 SW FITCH DRDAYTONOH45402DIRECTOR000.00$500$0$0
ROBIN CLARKE
13409 NE 228TH CTBRUSH PRAIRIEWA98606PRESIDENT000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

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
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 As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,026ExpensesAndContributionsAmt
Qualifying Distributions$6,026QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,008ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,732ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,560ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,883ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,032ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,215TotalExcessDistributionCyovAmt
Qualifying Distributions$6,026QualifyingDistributionsAmt
Remaining Distri From Corpus$6,026RemainingDistriFromCorpusAmt
Total Corpus$46,241TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,008ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,233ExcessDistriCyovToNextYrAmt
Excess From Year4$5,732ExcessFromYear4Amt
Excess From Year3$8,560ExcessFromYear3Amt
Excess From Year2$13,883ExcessFromYear2Amt
Excess From Year1$6,032ExcessFromYear1Amt
Excess From Current Year$6,026ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBIN CLARKERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line113409 NE 228THAddressLine1Txt
CityBRUSH PRAIRIECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98606ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3605975526RecipientPhoneNum
Recipient Email AddressROBINC513@MSN.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YAMHILL ENRICHMENT SOCIETY
638 NE 5TH STMCMINNVILLEOR97123UNRESTRICTED$2,084
OREGON ZOO FOUNDATION
4001 SW CANYON ROADPORTLANDOR97221UNRESTTRICTED$578
ALZHEIMER ASSOCIATION
225 N MICHIGAN AVENUE FLOCHICAGOIL60601UNRESTRICTED$377
GATHER M
906 NW 14TH AVEPORTLANDOR97209UNRESTRICTED$377
TENACRE COUNTY DAY SCHOOL
78 BENVENUE STWELLESLEYMA02482UNRESTRICTED$377
UNIVERSITY SCHOOL OF MILWAKEE
2100 W FAIRY CHASM RDRIVER HILLSWI53217UNRESTRICTED$377
ROCKY MT ELK FOUNDATION
5705 GRANT CREEKMISSOULAMT59808UNRESTRICTED$350
UNIVERSITY OF VIRGINIA
PO BOX 400331CHARLOTTESVILLEVA22904UNRESTRICTED$1,506
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,026TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$7,027ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,027ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,027TotalIncomeProducingActyAmt

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)
CategoryTAX PREPCategoryTxt
Amt$330Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$135,816EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAXES$98
STATE FEES$25

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