2026-09-22T10:40:17-05:00 2025-12-31 521899479 ESTABROOK & COMPANY 10 GERARD AVE SUITE 305 TIMONIUM MD 21093 990PF 2025-01-01 237119656 SOKOL FOUNDATION INC SOKO 3122034098 3515 N CALVERT ST BALTIMORE MD 21218 LAURA URBAN PRESIDENT 3122034098 2026-02-04 true NATHAN ESTABROOK P02181952 4104440002 2026-02-18 2025 X X X 0 X 5122 5122 5122 4263 5122 9385 5122 995 98 35 1128 0 0 0 6024 6024 7152 0 0 6024 -2030 9385 5122 51 135816 135867 0 0 0 0 X 135816 135816 0 135816 0 135816 -2030 133786 133786 MUTUAL FUND FIDELITY CAPITAL INCOME P 2020-12-31 2025-10-27 152341 148078 4263 4263 4263 130 130 130 130 0 false false false false false false false true false false false false false false false false LAURA URBAN 3122034098 3515 N CALVERT ST BALTIMORE MD 21218 false false false false false false false false false false false false false false false false false false false false false false false false false false false LAURA URBAN 3515 N CALVERT ST BALTIMORE MD 21218 PRESIDENT 0 0 ROBIN CLARKE 13409 NE 228TH CT BRUSH PRAIRIE WA 98606 TRUSTEE 0 0 HENRY SOKOL 1120 E DONGES CT MILWAUKEE WI 53217 TRUSTEE 0 0 SUSAN SOKOL BLOSSER 4215 NE SOKOL BLOSSER LANE DAYTON OR 97114 TRUSTEE 0 0 RONALD SOKOL 3515 N CALVERT ST BALTIMORE MD 21218 TRUSTEE 0 0 NONE NONE 0 12564 0 12564 12564 188 12376 619 619 130 130 489 489 489 6024 6026 12050 489 6008 5732 8560 13883 6032 40215 12050 12050 52265 489 52265 X ROCKY MT ELK FOUNDATION 5705 GRANT CREEK MISSOULA MT 59808 NONE PC UNRESTRICTED 350 OREGON ZOO FOUNDATION 4001 SW CANTON RD PORTLAND OR 97221 NONE PC UNRESTRICTED 578 YAMHILL ENRICHMENT SOCIETY 638 NE 5TH ST HILLSBORO OR 97123 NONE PC UNRESTRICTED 2084 UNIVERSITY SCHOOL OF MILWAUKEE 2100 W FAIRY CHASM RD MILWAUKEE WI 53217 NONE PC UNRESTRICTED 377 ALZHEIMERS ASSOC 225 N MICHIGAN AVE FLO CHICAGO IL 60601 NONE PC UNRESTRICTED 377 TENACRE COUNTRY DAY SCHOOL 78 BENVENUE ST WELLESLEY MA 02482 NONE NC UNRESTRICTED 377 GATHER 906 NW 14TH AVE PORTLAND OR 97209 NONE PC UNRESTRICTED 377 UNIVERSITY OF VIRGINIA PO BOX 400331 CHARLOTTESVILLE VA 22904 NONE PC UNRESTRICTED 1506 6026 BRIDGE BUILDERS 5900 YORK RD 206 BALTIMORE MD 21212 NONE PC UNRESTRICTED 4774 CLARK COUNTY FOOD BANK 6502 NE 47TH AVE VANCOUVER WA 98661 NONE PC UNRESTRICTED 4774 WORLD VISION 999 NORTH CAPITOL ST NE WASHINGTON DC 20002 NONE PC UNRESTRICTED 4774 OREGON ZOO FOUNDATION 4001 SW CANYON RD PORTLAND OR 97221 NONE PC UNRESTRICTED 4774 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 NONE PC UNRESTRICTED 82797 YAMHILL ENRICHMENT SOCIETY 638 NE 5TH ST HILLSBORO OR 97123 NONE PC UNRESTRICTED 38191 SCHWAB DAFGIVING 360 PO BOX 2430 OMAHA NE 68103 NONE PC UNRESTRICTED 12679 152763 14 5122 5122 5122 false false false false false false false false false false X TAX PREP 995 CORPORATE BONDS CLOSE OUT TO CHARITIES 133786 BROKERAGE 35 TAXES 98