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PHILIP D SOKOL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PHILIP D SOKOL FOUNDATION (EIN 83-0580692)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-09
IRS object ID
202640999349101314
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)
Return2026-04-09T17:45:39-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830580692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip D Sokol FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone8582700707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12907 Shelter Island Dr 105 PMB61AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn TreimanPersonNm
Person TitleSec/TreasPersonTitleTxt
Signature2026-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAntonio Tellez JrPreparerPersonNm
PTINP01716904PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,592,198FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$127,761DividendsRevAndExpnssAmt
Dividends Net Invst Incm$127,761DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,661NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,752,214GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,661CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$159,422TotalRevAndExpnssAmt
Total Net Invst Incm$159,422TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,675OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,675OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,734TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,734TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$87TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$87TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,896TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,487TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$355,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$355,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$411,896TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,409TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$357,487TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$252,474ExcessRevenueOverExpensesAmt
Net Investment Income$105,013NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,856CashBOYAmt
Cash EOY$43,769CashEOYAmt
Cash EOYFMV$43,769CashEOYFMVAmt
Sav And Temp Cash Invst BOY$452,558SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$443,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$443,215SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,047,980CorporateStockBOYAmt
Corporate Stock EOY$5,674,355CorporateStockEOYAmt
Corporate Stock EOYFMV$5,674,355CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,365,137CorporateBondsBOYAmt
Corporate Bonds EOY$1,360,280CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,360,280CorporateBondsEOYFMVAmt
Other Investments BOY$240,962OtherInvestmentsBOYAmt
Other Investments EOY$70,579OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,579OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,150,493TotalAssetsBOYAmt
Total Assets EOY$7,592,198TotalAssetsEOYAmt
Total Assets EOYFMV$7,592,198TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,150,493NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,592,198NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,150,493TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,592,198TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,150,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,592,198TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,150,493TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$252,474ExcessRevenueOverExpensesAmt
Other Increases$694,179OtherIncreasesAmt
Subtotal$7,592,198SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,592,198TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Sales of Publicly Traded SecuritiesP2012-12-122025-12-12$1,720,382$1,720,553-$171-$171
Capital Gains DistributionsP2012-12-122025-12-12$31,832$31,832$31,832
FieldValueIRS element (for citing)
Capital Gain Net Income$31,661CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,460InvestmentIncomeExciseTaxAmt
Subtotal$1,460SubtotalAmt
Tax Based On Investment Income$1,460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,074EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,074TotalPaymentsAndCreditsAmt
Overpayment$2,614OverpaymentAmt
Applied To ES Tax$2,614AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1John TreimanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8582700707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12907 Shelter Island Dr STE 105 PMBAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92109ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Laura Miller
2907 Shelter Island Dr 105San DiegoCA92106President1.00$0
John Treiman
2907 Shelter Island Dr 105San DiegoCA92106Sec/Treas1.00$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$6,785,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$469,640AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,254,898TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,254,898AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,823CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,146,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$357,304MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$357,304MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,460TaxBasedOnInvestmentIncomeAmt
Total Tax$1,460TotalTaxAmt
Distributable Before Adj$355,844DistributableBeforeAdjAmt
Distributable Before Ded$355,844DistributableBeforeDedAmt
Distributable As Adjusted$355,844DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$357,487ExpensesAndContributionsAmt
Qualifying Distributions$357,487QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$355,844DistributableAsAdjustedAmt
Undistributed Income PY$352,592UndistributedIncomePYAmt
Qualifying Distributions$357,487QualifyingDistributionsAmt
Applied To Year1$352,592AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,895AppliedToCurrentYearAmt
Undistributed Income CY$350,949UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
San Diego Humane Society
5500 Gaines StSan DiegoCA92110N/APCGeneral Support$50,000
San Diego Justice Foundation
PO Box 122724San DiegoCA92112N/APCGeneral Support$40,000
Scripps Foundation
4555 Executive DriveSan DiegoCA92121N/APCGeneral Support$80,000
Mama's Kitchen
3960 Home AvenueSan DiegoCA92110N/APCGeneral Support$25,000
Urban Surf 4 Kids
9380 Activity Rd Suite HSan DiegoCA92126N/APCGeneral Support$10,000
BSA Troop 11
4324 Clairemont Mesa BlvdSan DiegoCA92117N/APCGeneral Support$5,000
Student Diplomact Corps
424 West 54th StreetNew YorkNY10019N/APCGeneral Support$15,000
Springboard to Learning
1310 Papin StreetSt LouisMO63103N/APCGeneral Support$15,000
High Tech High Foundation
2861 Womble RoadSan DiegoCA92106N/APCGeneral Support$5,000
Scripps Institution of Oceanography
9500 Gilman DriveLa JollaCA92093N/APCGeneral Support$25,000
San Diego County Office of Educatio
6401 Linda Vista RdSan DiegoCA92111N/APCGeneral Support$15,000
Diego Zoo Wildlife Alliance
PO Box 120551San DiegoCA92112N/APCGeneral Support$25,000
Father Joe's Villages
3350 E StreetSan DiegoCA92102N/APCGeneral Support$10,000
Promises2Kids
9400 Ruffin Court Suite ASan DiegoCA92123N/APCGeneral Support$20,000
Center for Community Solutions
4508 Mission Bay DrSan DiegoCA92109N/APCGeneral Support$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$355,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,761ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,661ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$159,422ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,422TotalIncomeProducingActyAmt

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)
CategoryAccounting and Tax PreparationCategoryTxt
Amt$2,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$1,360,280EOYBookValueAmt
EOYFMV$1,360,280EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StocksStockNm
EOY Book Value$5,674,355EOYBookValueAmt
EOYFMV$5,674,355EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREITSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$70,579BookValueAmt
EOYFMV$70,579EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeesCategoryTxt
Amt$52,675Amt
Net Investment Income$52,675NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR Fees$23$23
Foreign Taxes Paid on Investments$1,711$1,711

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