SOKOL FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-11
IRS object ID
201940709349100014
Schema version
2018v3.1
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)
Return2019-03-11T11:26:49-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-03-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra Koch EAPreparerPersonNm
PTINP00364013PTIN
Phone8444186440PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
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$9,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,011DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,011DividendsAdjNetIncmAmt
Total Rev And Expnss$9,011TotalRevAndExpnssAmt
Total Net Invst Incm$9,011TotalNetInvstIncmAmt
Total Adj Net Incm$9,011TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$275AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,161ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,161ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,161TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7ExcessRevenueOverExpensesAmt
Net Investment Income$9,011NetInvestmentIncomeAmt
Adjusted Net Income$9,011AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48CashBOYAmt
Cash EOY$41CashEOYAmt
Corporate Bonds BOY$123,409CorporateBondsBOYAmt
Corporate Bonds EOY$123,409CorporateBondsEOYAmt
Total Assets BOY$123,457TotalAssetsBOYAmt
Total Assets EOY$123,450TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$123,457UnrestrictedBOYAmt
Unrestricted EOY$123,450UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$123,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,450TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,457TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,450TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7ExcessRevenueOverExpensesAmt
Subtotal$123,450SubtotalAmt
Tot Net Ast Or Fund Balances EOY$123,450TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,090AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$4,551AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,551NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.00000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,584AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,584NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.00000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,661AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,661NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.00000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,289AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,289NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.00000DistributionYr5Rt
Total Distribution4.000000TotalDistributionRt
Average Distribution0.800000AverageDistributionRt
Net Investment Income Pct$90NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,161QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$90InvestmentIncomeExciseTaxAmt
Subtotal$90SubtotalAmt
Tax Based On Investment Income$90TaxBasedOnInvestmentIncomeAmt
Tax Due$90TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1PO Box 304AddressLine1Txt
CityDunlapCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93621ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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/CityNmCountryForeignAddress/CountryCd
Jerry Sokol
PO Box 304DunlapCA93621Foundation Mgr.1.00$500
Henry Sokol
1120 E Donges CtMilwaukeeWI53217Vice President0.00$0
Ronald Sokol
Director0.00$0PB3 1134 PuryricardAix En ProvenceFR
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$90TaxBasedOnInvestmentIncomeAmt
Total Tax$90TotalTaxAmt
Distributable Before Adj$90DistributableBeforeAdjAmt
Distributable Before Ded$90DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,161ExpensesAndContributionsAmt
Qualifying Distributions$8,161QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$90PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,071AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,342ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,759ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,018ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,597ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,876TotalExcessDistributionCyovAmt
Qualifying Distributions$8,161QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$8,161RemainingDistriFromCorpusAmt
Total Corpus$40,037TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,342ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,695ExcessDistriCyovToNextYrAmt
Excess From Year4$9,759ExcessFromYear4Amt
Excess From Year3$6,018ExcessFromYear3Amt
Excess From Year2$4,597ExcessFromYear2Amt
Excess From Year1$6,160ExcessFromYear1Amt
Excess From Current Year$8,161ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yamhill Enrichment Society
638 NE 5th StMcMinnvilleOR97123Unrestricted$2,040
University of Virginia
PO Box 400331CharlottesvilleVA22904Unrestricted$2,040
United Way
4949 East Kings Canyon RoadFresnoCA93727Unrestricted$447
University School of Milwaukee
2100 W Fairy Chasm RdMilwaukeeWI53217Unrestricted$447
United Performing Art Foundation
301 W Wisconsin Ave Suite 600MilwaukeeWI53203Unrestricted$447
Arbor Day Foundation
100 Arbor AvenueNebraska CityNE68410Unrestricted$105
Compassion International
12290 Voyager PkwyColorado SpringsCO80921Unrestricted$200
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741Unrestricted$100
Cal State Sherrifs Association
1231 I St 200SacramentoCA95814Unrestricted$75
Southwest Indian Foundation
100 W Coal AveGallupNM87301Unrestricted$60
Ducks Unlimited
One Waterfowl WayMemphisTN38120Unrestricted$200
Sequoia Natural History Association
47050 Generals Hwy 10Three RiversCA93271Unrestricted$200
Rocky Mountain Elk Foundation
5705 Grant Creek RdMissoulaMT59808Unrestricted$300
Mountain Valley Fire Department
46694 Chuckwagn RdDunlapCA93621Unrestricted$400
Maryland Food Bank
2200 Halethorpe Farms RoadBaltimoreMD21227Unrestricted$200
Oregon Zoo Foundation
4001 SW Canyon RoadPortlandOR97221Unrestricted$200
St Sebastian School
1747 N 54th StMilwaukeeWI53208Unrestricted$500
Dana Hall School
45 Dana RdWellesleyMA02482Unrestricted$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,161TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,011RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,011RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,011TotalIncomeProducingActyAmt

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$2RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Fees$10
Taxes$70

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.