SOKOL FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SOKOL FOUNDATION INC (EIN 23-7119656)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-22
IRS object ID
202622659349100507
Schema version
2025v4.1
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)
Return2026-09-22T10:40:17-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521899479PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ESTABROOK & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 GERARD AVE SUITE 305AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Phone3122034098PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 N CALVERT STAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA URBANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3122034098PhoneNum
Signature2026-02-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATHAN ESTABROOKPreparerPersonNm
PTINP02181952PTIN
Phone4104440002PhoneNum
Preparation2026-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Address ChangeYes (X)AddressChangeInd
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)
Dividends Rev And Expnss$5,122DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,122DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,122DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$4,263CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,122TotalRevAndExpnssAmt
Total Net Invst Incm$9,385TotalNetInvstIncmAmt
Total Adj Net Incm$5,122TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$995AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$98TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,128TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,024ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,024ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,024TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,030ExcessRevenueOverExpensesAmt
Net Investment Income$9,385NetInvestmentIncomeAmt
Adjusted Net Income$5,122AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51CashBOYAmt
Corporate Bonds BOY$135,816CorporateBondsBOYAmt
Total Assets BOY$135,867TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$135,816NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$135,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$135,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$135,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,030ExcessRevenueOverExpensesAmt
Subtotal$133,786SubtotalAmt
Other Decreases$133,786OtherDecreasesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMUTUAL FUND FIDELITY CAPITAL INCOMEPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-12-31AcquiredDt
Sold2025-10-27SoldDt
Gross Sales Price$152,341GrossSalesPriceAmt
Cost Or Other Basis$148,078CostOrOtherBasisAmt
Gain Or Loss$4,263GainOrLossAmt
Gains Minus Excess Or Losses$4,263GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,263CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Subtotal$130SubtotalAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Tax Due$130TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksLAURA URBANIndividualWithBooksNm
Phone3122034098PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13515 N CALVERT STAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LAURA URBAN
3515 N CALVERT STBALTIMOREMD21218PRESIDENT0$0
ROBIN CLARKE
13409 NE 228TH CTBRUSH PRAIRIEWA98606TRUSTEE0$0
HENRY SOKOL
1120 E DONGES CTMILWAUKEEWI53217TRUSTEE0$0
SUSAN SOKOL BLOSSER
4215 NE SOKOL BLOSSER LANEDAYTONOR97114TRUSTEE0$0
RONALD SOKOL
3515 N CALVERT STBALTIMOREMD21218TRUSTEE0$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$12,564AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,564TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,564AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$619MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$619MinimumInvestmentReturnAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Tax$130TotalTaxAmt
Distributable Before Adj$489DistributableBeforeAdjAmt
Distributable Before Ded$489DistributableBeforeDedAmt
Distributable As Adjusted$489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,024ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$6,026CharitableAssetsAcquisPaidAmt
Qualifying Distributions$12,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$489DistributableAsAdjustedAmt
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$12,050QualifyingDistributionsAmt
Remaining Distri From Corpus$12,050RemainingDistriFromCorpusAmt
Total Corpus$52,265TotalCorpusAmt
Undistributed Income CY$489UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$52,265ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROCKY MT ELK FOUNDATION
5705 GRANT CREEKMISSOULAMT59808NONEPCUNRESTRICTED$350
OREGON ZOO FOUNDATION
4001 SW CANTON RDPORTLANDOR97221NONEPCUNRESTRICTED$578
YAMHILL ENRICHMENT SOCIETY
638 NE 5TH STHILLSBOROOR97123NONEPCUNRESTRICTED$2,084
UNIVERSITY SCHOOL OF MILWAUKEE
2100 W FAIRY CHASM RDMILWAUKEEWI53217NONEPCUNRESTRICTED$377
ALZHEIMERS ASSOC
225 N MICHIGAN AVE FLOCHICAGOIL60601NONEPCUNRESTRICTED$377
TENACRE COUNTRY DAY SCHOOL
78 BENVENUE STWELLESLEYMA02482NONENCUNRESTRICTED$377
GATHER
906 NW 14TH AVEPORTLANDOR97209NONEPCUNRESTRICTED$377
UNIVERSITY OF VIRGINIA
PO BOX 400331CHARLOTTESVILLEVA22904NONEPCUNRESTRICTED$1,506
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,026TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGE BUILDERS
5900 YORK RD 206BALTIMOREMD21212NONEPCUNRESTRICTED$4,774
CLARK COUNTY FOOD BANK
6502 NE 47TH AVEVANCOUVERWA98661NONEPCUNRESTRICTED$4,774
WORLD VISION
999 NORTH CAPITOL ST NEWASHINGTONDC20002NONEPCUNRESTRICTED$4,774
OREGON ZOO FOUNDATION
4001 SW CANYON RDPORTLANDOR97221NONEPCUNRESTRICTED$4,774
FIDELITY CHARITABLE
PO BOX 770001CINCINNATIOH45277NONEPCUNRESTRICTED$82,797
YAMHILL ENRICHMENT SOCIETY
638 NE 5TH STHILLSBOROOR97123NONEPCUNRESTRICTED$38,191
SCHWAB DAFGIVING 360
PO BOX 2430OMAHANE68103NONEPCUNRESTRICTED$12,679
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$152,763TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,122ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,122ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,122TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$995Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCLOSE OUT TO CHARITIESDesc
Amt$133,786Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$98Amt

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