SOKOL FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-14
IRS object ID
202040749349100514
Schema version
2019v5.0
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)
Return2020-03-14T20:54:47-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1107 W Main StAddressLine1Txt
CityVisaliaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93291ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Phone5593382296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 304AddressLine1Txt
CityDunlapCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93621ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJerry SokolPersonNm
Person TitleFoundation ManagerPersonTitleTxt
Signature2020-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra Koch EAPreparerPersonNm
PTINP00364013PTIN
Phone8444186440PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$6,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,893DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,893DividendsAdjNetIncmAmt
Total Rev And Expnss$6,893TotalRevAndExpnssAmt
Total Net Invst Incm$6,893TotalNetInvstIncmAmt
Total Adj Net Incm$6,893TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$275AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss-$3OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$872TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,008ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,008ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,008TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13ExcessRevenueOverExpensesAmt
Net Investment Income$6,893NetInvestmentIncomeAmt
Adjusted Net Income$6,893AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41CashBOYAmt
Cash EOY$54CashEOYAmt
Corporate Bonds BOY$123,409CorporateBondsBOYAmt
Corporate Bonds EOY$123,409CorporateBondsEOYAmt
Total Assets BOY$123,450TotalAssetsBOYAmt
Total Assets EOY$123,463TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$123,450NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$123,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13ExcessRevenueOverExpensesAmt
Subtotal$123,463SubtotalAmt
Tot Net Ast Or Fund Balances EOY$123,463TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,071AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$6,090AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$4,551AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,551NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.00000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,584NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.00000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,661AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,661NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.00000DistributionYr5Rt
Total Distribution3.000000TotalDistributionRt
Average Distribution0.600000AverageDistributionRt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,008QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt

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 Line1Jerry SokolBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5593382296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138746 Barberry LaneAddressLine1Txt
CitySquaw ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93675ZIPCd
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 (4 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 ValleyCA93675Foundation Mgr.1.00$500
Henry Sokol
1120 E Donges CtMilwaukeeWI53217Vice President0.00$0
Ronald Sokol
Director0.00$0PB3 1134 PuryricardAix En ProvenceFranceFR
Susan J Blosser
18132 SW Fitch DrDaytonOH45402Director0.00$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$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$69DistributableBeforeAdjAmt
Distributable Before Ded$69DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,008ExpensesAndContributionsAmt
Qualifying Distributions$6,008QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$69PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,939AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,759ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,018ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,597ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,160ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,161ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,695TotalExcessDistributionCyovAmt
Qualifying Distributions$6,008QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$6,008RemainingDistriFromCorpusAmt
Total Corpus$40,703TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,759ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,944ExcessDistriCyovToNextYrAmt
Excess From Year4$6,018ExcessFromYear4Amt
Excess From Year3$4,597ExcessFromYear3Amt
Excess From Year2$6,160ExcessFromYear2Amt
Excess From Year1$8,161ExcessFromYear1Amt
Excess From Current Year$6,008ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yamhill Enrichment Society
638 NE 5th StMcMinnvilleOR97123Unrestricted$1,502
University of Virginia
PO Box 400331CharlottesvilleVA22904Unrestricted$1,502
United Way
4949 East Kings Canyon RoadFresnoCA93727Unrestricted$150
University School of Milwaukee
2100 W Fairy Chasm RdMilwaukeeWI53217Unrestricted$300
Arbor Day Foundation
100 Arbor AvenueNebraska CityNE68410Unrestricted$60
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741Unrestricted$200
Cal State Sherrifs Association
1231 I St 200SacramentoCA95814Unrestricted$50
Southwest Indian Foundation
100 W Coal AveGallupNM87301Unrestricted$118
Ducks Unlimited
One Waterfowl WayMemphisTN38120Unrestricted$250
Sequoia Natural History Association
47050 Generals Hwy 10Three RiversCA93271Unrestricted$124
Rocky Mountain Elk Foundation
5705 Grant Creek RdMissoulaMT59808Unrestricted$200
Mountain Valley Fire Department
46694 Chuckwagn RdDunlapCA93621Unrestricted$100
Maryland Food Bank
2200 Halethorpe Farms RoadBaltimoreMD21227Unrestricted$200
Oregon Zoo Foundation
4001 SW Canyon RoadPortlandOR97221Unrestricted$200
St Sebastian School
1747 N 54th StMilwaukeeWI53208Unrestricted$526
Dana Hall School
45 Dana RdWellesleyMA02482Unrestricted$526
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,008TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,893RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,893RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,893TotalIncomeProducingActyAmt

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 PreparationCategoryTxt
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)
DescRoundingDesc
Revenue And Expenses Per Books-$3RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Fees$10
Taxes$90

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