Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
OSCAR T AND OLIVANN HOKOLD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2514 92ND ST S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKEWOOD, WA98499
A Employer identification number

20-4298535
B Telephone number (see instructions)

(253) 240-4771
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$113,635,009J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,010 5,010  
4 Dividends and interest from securities... 1,288 1,288  
5a Gross rents............ 15,882,630 15,882,630  
b Net rental income or (loss) -225,046
6a Net gain or (loss) from sale of assets not on line 10 2,730,429
b Gross sales price for all assets on line 6a 48,098,508
7 Capital gain net income (from Part IV, line 2)... 2,730,429
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,763 0  
12 Total. Add lines 1 through 11........ 18,626,120 18,619,357  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 683,299 341,649   341,650
14 Other employee salaries and wages...... 2,821,852 2,821,852   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 119,454 59,727   59,727
c Other professional fees (attach schedule)....        
17 Interest............... 2,717,733 2,717,733   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,835,183 1,835,183   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,230,944 3,230,944  
20 Occupancy.............. 2,429,400 2,404,400   25,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,360,476 2,308,540   51,936
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,198,341 15,720,028   478,313
25 Contributions, gifts, grants paid....... 2,986,684 2,986,684
26 Total expenses and disbursements. Add lines 24 and 25 19,185,025 15,720,028   3,464,997
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -558,905
b Net investment income (if negative, enter -0-) 2,899,329
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 874,785 1,251,961 1,251,961
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   1,367,181 0 0
8 Inventories for sale or use.............. 196,660 191,786 191,786
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment14,034,754 14,034,754
b Investments—corporate stock (attach schedule)....... 405,134 Click to see attachment10 10
c Investments—corporate bonds (attach schedule)....... 48,829 0 0
11 Investments—land, buildings, and equipment: basis bullet94,758,141
Less: accumulated depreciation (attach schedule) bullet6,995,687 113,779,242 87,762,454 94,758,141
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,854 Click to see attachment547,292 547,292
14 Land, buildings, and equipment: basis bullet2,434,125
Less: accumulated depreciation (attach schedule) bullet254,147 2,285,162 Click to see attachment2,179,978 2,179,978
15 Other assets (describe bullet) Click to see attachment992,143 Click to see attachment671,087 Click to see attachment671,087
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 119,972,990 106,639,322 113,635,009
Liabilities 17 Accounts payable and accrued expenses.......... 594,985 683,602
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 55,272,460 Click to see attachment42,557,093
22 Other liabilities (describe bullet) Click to see attachment684,690 Click to see attachment554,505
23 Total liabilities (add lines 17 through 22)......... 56,552,135 43,795,200
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 63,420,855 62,844,122
30 Total net assets or fund balances (see instructions)..... 63,420,855 62,844,122
31 Total liabilities and net assets/fund balances (see instructions). 119,972,990 106,639,322
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
63,420,855
2
Enter amount from Part I, line 27a .....................
2
-558,905
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
62,861,950
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,828
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
62,844,122
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ALPHACLONE ALTERNATIVE   2015-07-13 2018-01-08
b SALE OF DRAKE APARTMENTS D   2018-07-31
c KKR & CO LP   2015-07-13 2018-01-24
d UNITED STATES TREASURY BILL   2018-08-09 2018-11-08
e COLUMBIA BANK FINANCIAL SERVICES   2016-12-31 2018-03-05
COLUMBIA BANK FINANCIAL SERVICES   2014-10-23 2018-07-02
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,602   34,231 371
b 30,000,000 2,046,288 29,416,353 2,629,935
c 25,525   24,994 531
d 17,486,800   17,399,971 86,829
e 551,542   526,811 24,731
39   12,007 -11,968
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       371
b       2,629,935
c       531
d       86,829
e       24,731
      -11,968
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,730,429
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 3,340,158 68,246,293 0.048943
2016 322,806 64,129,062 0.005034
2015 33,383 615,952 0.054197
2014 34,937 671,589 0.052021
2013 35,870 702,228 0.051080
2
Total of line 1, column (d) .....................
2
0.211275
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.042255
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
48,163,322
5
Multiply line 4 by line 3......................
5
2,035,141
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
28,993
7
Add lines 5 and 6........................
7
2,064,134
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,464,997
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 28,993
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,993
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,993
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 17
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 990
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet990 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMILLIE SCHULZ Telephone no.bullet (253) 240-4771

    Located atbullet2514 92ND ST SLAKEWOODWA ZIP+4bullet98499
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEAN M PATTERSON PRESIDENT-FOUNDATION, CEO-
    40.00     		291,062 16,500 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    MILLIE SCHULZ SECRETARY/TREASURER-FOUN,
    40.00     		392,237 16,500 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    AMY BRICKEY HUMAN RESOURCES MANA
    40.00     		132,214 6,518 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    RENEE MILLER ACCOUNTS PAYABLE MAN
    40.00     		120,999 5,736 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    JAMES MARCIA MAINTENANCE MANAGER
    40.00     		109,149 6,074 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    SHEILA COX APARTMENT MANAGER
    40.00     		69,806 4,215 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    DMITRY PEREKOPSKY CABINET MANAGER
    40.00     		68,679 750 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    Total number of other employees paid over $50,000...................bullet 5
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HOME BUILD CONSTRUCTION BUILDER 538,374
    2514 92ND ST S
    LAKEWOOD,WA98499
    OLYMPIC SECURITY SOLUTIONS INC SECURITY PATROLS 316,462
    9318 S STEELE ST STE 8
    TACOMA,WA98444
    BEST AIR DUCT CLEANING SERVICES AIR DUCT CLEANING SERVICES 190,112
    3210 148TH ST E
    TACOMA,WA98446
    CINTAS FIRE INSPECTION SERVICE 88,535
    631 VALLEY AVE NW
    PUYALLUP,WA98371
    OSTLUND ELECTRIC INC ELECTRICIAN 79,974
    1006 A ST SE
    AUBURN,WA98002
    Total number of others receiving over $50,000 for professional services.............bullet2
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,274,713
    b
    Average of monthly cash balances.......................
    1b
    1,178,188
    c
    Fair market value of all other assets (see instructions)................
    1c
    83,555,471
    d
    Total (add lines 1a, b, and c).........................
    1d
    92,008,372
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    43,111,598
    3
    Subtract line 2 from line 1d.........................
    3
    48,896,774
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    733,452
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    48,163,322
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,408,166
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,408,166
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    28,993
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,993
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,379,173
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,379,173
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,379,173
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,464,997
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,464,997
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    28,993
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,436,004
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,379,173
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,985,766
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,464,997
    a Applied to 2017, but not more than line 2a 2,985,766
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 479,231
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,899,942
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    OSCAR T AND OLIVANN HOKOLD FOUNDATI
    2514 92ND ST S
    LAKEWOOD,WA98499
    (253) 240-4771
    bThe form in which applications should be submitted and information and materials they should include:
    PRESENTLY, THERE IS NO FORMAL APPLICATION DOCUMENT IN PLACE. REQUESTS MAY BE MADE DIRECTLY TO THE FOUNDATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST BE DEFINED AS CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSE WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE FOR THE BETTERMENT OF ALL MANKIND.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIDS HOUSING OF TACOMA
    301 NORTH L STREET
    TACOMA,WA98403     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    AMARA
    1901 JEFFERSON AVE SUITE 212
    TACOMA,WA98402     		NONE PUBLIC CHARITY EMERGENCY SANCTUARY FOR PIERCE COUNTY 25,000
    BATES TECHNICAL COLLEGE FOUNDATION
    1101 S YAKIMA AVE
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 20,000
    BETHEL COMMUNITY SERVICES
    18020 EAST B ST E BLDG P
    SPANAWAY,WA98387     		NONE PUBLIC CHARITY BETHEL FAMILY CENTER 10,000
    BOYS AND GIRLS CLUBS
    3875 S 66TH STREET SUITE 101
    TACOMA,WA98409     		NONE PUBLIC CHARITY GENERAL OPERATIONS 300,000
    CARING FOR KIDS
    237 ELDORADO AVE
    FIRCREST,WA98466     		NONE PUBLIC CHARITY GENERAL OPERATIONS 15,000
    CATHERINE PLACE
    923 S 8TH ST
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    CATHOLIC COMMUNITY SERVICES
    1323 S YAKIMA AVE
    TACOMA,WA98405     		NONE PUBLIC CHARITY NATIVITY HOUSE OF TACOMA 25,000
    CENTERFORCE
    5204 SOLBERG DR SW
    LAKEWOOD,WA98499     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    CHILDREN'S MUSEUM
    1501 PACIFIC AVE STE 202
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 30,000
    COMMUNITY HEALTH CARE
    1019 PACIFIC AVE STE 300
    TACOMA,WA984024488     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    ALVGC
    9600 VETERANS DRIVE
    LAKEWOOD,WA98493     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    FRED HUTCHINSON CANCER RESEARCH CENTER
    1100 FAIRVIEW AVE N
    SEATTLE,WA98109     		NONE PUBLIC CHARITY GENERAL OPERATIONS 75,000
    EMERGENCY FOOD NETWORK
    3318 92ND ST S
    LAKEWOOD,WA98499     		NONE PUBLIC CHARITY CAPACITY BUILDING CAMPAIGN 150,000
    FAMILY RENEWAL SHELTER
    6832 PACIFIC AVE
    TACOMA,WA98408     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    FOUNDATION FOR TACOMA STUDENTS
    919 SOUTH 9TH STREET
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    FRANCISCAN FOUNDATION OF WASHINGTON
    PO BOX 1502
    TACOMA,WA984011502     		NONE PUBLIC CHARITY ST. CLARE HOSPITAL 25,000
    FRIENDS OF INDEPENDENT SCHOOLS AND BETTER EDUCATION
    PO BOX 1082
    TACOMA,WA98401     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH STREET
    TACOMA,WA98405     		NONE PUBLIC CHARITY IMAGINE EASTSIDE CAMPAIGN 100,000
    HIGHER GROUND SUN VALLEY
    PO BOX 6791
    KETCHUM,ID83340     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    HOPE SPARKS
    6424 NORTH 9TH STREET
    TACOMA,WA98406     		NONE PUBLIC CHARITY GENERAL OPERATIONS 75,328
    L'ARCHE TAHOMA HOPE
    12303 36TH AVENUE EAST
    TACOMA,WA98446     		NONE PUBLIC CHARITY L'ARCHE TAHOMA HOPE NEW WELCOME CENTER 15,000
    LINDQUIST DENTAL
    130 131ST ST S
    TACOMA,WA98444     		NONE PUBLIC CHARITY UNCOMPENSATED CARE FUND 30,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    P O BOX 5296
    TACOMA,WA984150296     		NONE PUBLIC CHARITY GENERAL OPERATIONS 750,000
    MERCY HOUSING
    6930 MARTIN LUTHER KING JR WAY
    SOUTH
    SEATTLE,WA98118     		NONE PUBLIC CHARITY HOMELESS SENIORS IN PIERCE COUNTY 10,000
    MULTICARE HEALTH FOUNDATION
    P O BOX 5296
    TACOMA,WA984150296     		NONE PUBLIC CHARITY THE MULTICARE BEHAVIORAL HEALTH HOSPITAL CAPITAL 250,000
    NEIGHBORHOOD CLINIC
    1323 S YAKIMA AVE
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    NEW PHOEBE HOUSE
    P O BOX 5245
    TACOMA,WA98415     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    NOURISH PIERCE COUNTY
    1702 SOUTH 72ND ST SUITE E
    TACOMA,WA98408     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    OLIVE CREST
    2500 116TH AVE NE
    BELLEVUE,WA98004     		NONE PUBLIC CHARITY SAFE FAMILIES FOR CHILDREN IN PIERCE COUNTY 5,000
    PACIFIC LUTHERAN UNIVERSITY
    12180 PARK AVE S
    TACOMA,WA98447     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    PALMER SCHOLARS
    P O BOX 7119
    TACOMA,WA98417     		NONE PUBLIC CHARITY GENERAL OPERATIONS 15,000
    PEACE COMMUNITY CENTER
    2106 SOUTH CUSHMAN AVE
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    RESCUE MISSION
    PO BOX 1912
    TACOMA,WA984011912     		NONE PUBLIC CHARITY GENERAL OPERATIONS 150,000
    RYTHER CENTER FOR CHILDREN AND YOUTH
    2400 NE 95TH STREET
    SEATTLE,WA98115     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    SAFE STREETS
    622 TACOMA AVE SOUTH STE 1
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    SAINT FRANCIS HOUSE
    PO BOX 156
    PUYALLUP,WA98371     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    SHARED HOUSING SERVICES
    901 SOUTH 11TH ST
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    SMILE TRAIN USA
    41 MADISON AVENUE 28TH FLOOR
    NEW YORK,NY10010     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    SOUTH SOUND CARE FOUNDATION
    P O BOX 1314
    TACOMA,WA98401     		NONE PUBLIC CHARITY GENERAL OPERATIONS 35,856
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN381059959     		NONE PUBLIC CHARITY GENERAL OPERATIONS 12,500
    TACOMA ART MUSEUM
    1701 PACIFIC AVE
    TACOMA,WA98402     		NONE PUBLIC CHARITY MAJOR GIFTS UNRESTRICTED 35,000
    TACOMA COMMUNITY COLLEGE FOUNDATION
    6501 SOUTH 19TH ST BLDG 6
    TACOMA,WA98466     		NONE PUBLIC CHARITY STUDENT SCHOLARSHIPS 50,000
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98415     		NONE PUBLIC CHARITY UNITING COMMUNITIES BUILDING CAMPAIGN 100,000
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98409     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    UNITED WAY
    1501 PACIFIC AVE 4
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    UNIVERSITY OF PUGET SOUND
    1500 NORTH WARNER ST 1087
    TACOMA,WA984161087     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    UNIVERSITY OF WASHINGTON TACOMA
    1900 COMMERCE ST
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    WARM HEARTS WINTER DRIVE
    1959 S UNION AVE
    TACOMA,WA98405     		NONE PUBLIC CHARITY PIERCE COUNTY PROGRAMS 4,500
    WOODWORTH FOUNDATION
    3110 RUSTON WAY
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    YWCA PIERCE COUNTY
    405 BROADWAY
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    Total .................................bullet 3a 2,986,684
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,010  
    4 Dividends and interest from securities....     14 1,288  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531110 -225,046      
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,730,429  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 6,763  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -225,046 2,743,490 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,518,444
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 119,454 59,727   59,727

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2016-03-31 11,003,701   NC 0 % 0 0    
    APT BLDGS 2016-03-31 21,996,299 1,399,764 SL 27.500000000000 799,865 799,865    
    COMPACTOR 2016-03-31 17,318 6,062 SL 5.000000000000 3,464 3,464    
    COILS FOR AIR CONDITIONER 2016-03-31 4,351 1,087 SL 7.000000000000 622 622    
    ALADDIN CAMELOT PERSONAL PROPERTY 2016-03-31 152,850 53,498 SL 5.000000000000 30,570 30,570    
    POOL DEMO & FILL 2016-03-31 41,063   NC 0 % 0 0    
    DOOR 2016-03-31 551 35 SL 27.500000000000 20 20    
    LIGHTS 2016-03-31 16,111 1,025 SL 27.500000000000 586 586    
    GUTTERS 2016-03-31 8,783 558 SL 27.500000000000 319 319    
    DECKS 2016-03-31 2,234 142 SL 27.500000000000 81 81    
    GUTTERS 2016-03-31 7,069 450 SL 27.500000000000 257 257    
    NEW DOOR 2016-03-31 608 39 SL 27.500000000000 22 22    
    DECK IMPROVEMENTS 2016-03-31 2,529 161 SL 27.500000000000 92 92    
    GUTTERS 2016-03-31 1,844 117 SL 27.500000000000 67 67    
    GUTTERS 2016-03-31 2,056 131 SL 27.500000000000 75 75    
    CAPITAL IMPROVEMENTS 2016-03-31 68,420 4,354 SL 27.500000000000 2,488 2,488    
    GAS FURNACE 2016-03-31 3,428 219 SL 27.500000000000 125 125    
    SETS OF STACKABLES 2016-03-31 1,742 436 SL 7.000000000000 249 249    
    CAPITALIZED LABOR 2016-03-31 151,471 9,639 SL 27.500000000000 5,508 5,508    
    CAPITALIZED LABOR 2016-03-31 66,017 4,201 SL 27.500000000000 2,401 2,401    
    CAPITALIZED LABOR 2016-03-31 66,744 4,247 SL 27.500000000000 2,427 2,427    
    A/C "E" BUILDING 2016-03-31 22,736 1,447 SL 27.500000000000 827 827    
    A/C BUILDING "D 2016-03-31 21,431 1,363 SL 27.500000000000 779 779    
    A/C S 407 2016-03-31 8,033 511 SL 27.500000000000 292 292    
    A/C DECKS 2016-03-31 277,574 17,664 SL 27.500000000000 10,094 10,094    
    A/C BUILDING BB 2016-03-31 39,508 2,514 SL 27.500000000000 1,437 1,437    
    A/C BLDG P 2016-03-31 17,806 1,133 SL 27.500000000000 647 647    
    A/C A1,A2, A3 2016-03-31 6,711 427 SL 27.500000000000 244 244    
    A/C BLDG C 2016-03-31 33,398 2,125 SL 27.500000000000 1,214 1,214    
    A/C GARAGES 2016-03-31 5,296 337 SL 27.500000000000 193 193    
    BULIDING IMPROVEMENTS 2016-03-31 115,440 7,346 SL 27.500000000000 4,198 4,198    
    BULIDING IMPROVEMENTS 2016-03-31 697,168 44,366 SL 27.500000000000 25,352 25,352    
    BULIDING IMPROVEMENTS 2016-04-30 325,491 19,727 SL 27.500000000000 11,836 11,836    
    BULIDING IMPROVEMENTS 2016-05-31 224,108 12,903 SL 27.500000000000 8,149 8,149    
    BULIDING IMPROVEMENTS 2016-09-30 128,317 5,833 SL 27.500000000000 4,666 4,666    
    BULIDING IMPROVEMENTS 2016-10-31 325,768 13,820 SL 27.500000000000 11,846 11,846    
    BULIDING IMPROVEMENTS 2016-11-30 116,131 4,575 SL 27.500000000000 4,223 4,223    
    BUILDING IMPROVEMENTS 2016-12-31 313,844 11,412 SL 27.500000000000 11,413 11,413    
    BULIDING IMPROVEMENTS 2016-03-31 129,434 8,237 SL 27.500000000000 4,707 4,707    
    BULIDING IMPROVEMENTS 2016-06-30 79,059 4,312 SL 27.500000000000 2,875 2,875    
    BULIDING IMPROVEMENTS 2016-07-31 163,403 8,418 SL 27.500000000000 5,942 5,942    
    BULIDING IMPROVEMENTS 2016-08-31 330,374 16,019 SL 27.500000000000 12,014 12,014    
    ALADDIN CAMELOT BUILDING IMPROVEMENTS 2017-12-31 2,386,323   SL 27.500000000000 86,775 86,775    
    LAND 2016-03-31 940,365   NC 0 % 0 0    
    BLDG 2016-03-31 1,809,635 115,159 SL 27.500000000000 65,805 65,805    
    MULLEN COVE PERSONAL PROPERTY 2016-03-31 3,819 1,337 SL 5.000000000000 764 764    
    BLINDS 2016-03-31 267 93 SL 5.000000000000 53 53    
    BUILDING IMPROVEMENTS L 2016-03-31 24,012 1,528 SL 27.500000000000 873 873    
    SPRINKLER HEADS 2016-03-31 2,313 810 SL 5.000000000000 463 463    
    GUTTERS 2016-03-31 5,413 344 SL 27.500000000000 197 197    
    ROOF 2016-03-31 37,585 2,392 SL 27.500000000000 1,367 1,367    
    CAPITAL IMPROVEMENTS 2016-03-31 4,656 296 SL 27.500000000000 169 169    
    CAPITALIZED LABOR 2016-03-31 7,914 504 SL 27.500000000000 288 288    
    CAPITALIZED LABOR 2016-03-31 3,449 219 SL 27.500000000000 125 125    
    CAPITALIZED LABOR 2016-03-31 3,508 224 SL 27.500000000000 128 128    
    ASPHALT PROPERTY PARKING LOT 2016-08-30 9,407 836 SL 15.000000000000 627 627    
    MULLEN COVE - C3, C5 & A10 FULL APARTMENT TURNS 2017-12-31 18,704   SL 27.500000000000 680 680    
    LAND 2016-03-31 284,198   NC 0 % 0 0    
    BLDG 2016-03-31 1,465,802 93,278 SL 27.500000000000 53,302 53,302    
    LAND 2016-03-31 155,605   NC 0 % 0 0    
    BLDG 2016-03-31 544,395 34,643 SL 27.500000000000 19,796 19,796    
    LAND 2016-03-31 139,804   NC 0 % 0 0    
    BLDG 2016-03-31 580,196 36,922 SL 27.500000000000 21,098 21,098    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 1,908 SL 5.000000000000 1,091 1,091    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 1,908 SL 5.000000000000 1,091 1,091    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 1,909 SL 5.000000000000 1,091 1,091    
    BUILDING IMPROVEMENTS 2016-03-31 58,102 3,698 SL 27.500000000000 2,113 2,113    
    FIRE CONTROL PANEL 2016-03-31 3,195 798 SL 7.000000000000 456 456    
    PARKING LOT IMPROVEMENT 2016-03-31 8,920 1,041 SL 15.000000000000 595 595    
    ROOF 2016-03-31 26,248 1,670 SL 27.500000000000 954 954    
    FENCING 2016-03-31 911 106 SL 15.000000000000 61 61    
    CAPITALIZED IMPROVEMENT 2016-03-31 7,114 453 SL 27.500000000000 259 259    
    CAPITALIZED LABOR 2016-03-31 14,070 896 SL 27.500000000000 512 512    
    CAPITALIZED LABOR 2016-03-31 6,132 390 SL 27.500000000000 223 223    
    CAPITALIZED LABOR 2016-03-31 6,236 397 SL 27.500000000000 227 227    
    SANDMAN 1, BLDG C,NEW ROOF 2017-04-30 21,564 523 SL 27.500000000000 784 784    
    SANDMAN I, BLDG B, NEW ROOF 2017-05-05 21,564 523 SL 27.500000000000 784 784    
    SANDMAN - 4,8,B7 & D6 FULL APARTMENT TURNS 2017-12-31 28,908   SL 27.500000000000 1,051 1,051    
    LAND 2016-03-31 1,245,835   NC 0 % 0 0    
    BLDG 2016-03-31 4,354,165 277,083 SL 27.500000000000 158,333 158,333    
    LAND 2016-03-31 460,993   NC 0 % 0 0    
    BLDG 2016-03-31 1,339,007 85,209 SL 27.500000000000 48,691 48,691    
    LAND 2016-03-31 618,278   NC 0 % 0 0    
    BLDG 2016-03-31 129,722 8,255 SL 27.500000000000 4,717 4,717    
    LAND 2016-03-31 4,559,682   NC 0 % 0 0    
    BLDG 2016-03-31 22,440,318 1,428,021 SL 27.500000000000 476,007 476,007    
    LAND 2016-03-31 458,355   NC 0 % 0 0    
    BLDG 2016-03-31 1,041,645 66,287 SL 27.500000000000 37,878 37,878    
    LAND 2016-03-31 5,220,723   NC 0 % 0 0    
    BLDG 2016-03-31 22,779,277 1,449,590 SL 27.500000000000 828,337 828,337    
    LAND 2016-03-31 95,587   NC 0 % 0 0    
    BLDG 2016-03-31 59,413 12,033 SL 27.500000000000 2,160 2,160    
    LAND 2016-03-31 531,658   NC 0 % 0 0    
    BLINDS 2016-03-31 891 312 SL 5.000000000000 178 178    
    BLINDS & LIGHTS 2016-03-31 729 255 SL 5.000000000000 146 146    
    SIDING AND LABOR 2016-03-31 78,971 5,026 SL 27.500000000000 2,872 2,872    
    BLUE BIRD PERSONAL PROPERTY 2016-03-31 10,533 3,687 SL 5.000000000000 2,107 2,107    
    CANARY PERSONAL PROPERTY 2016-03-31 3,394 1,188 SL 5.000000000000 679 679    
    DEUCES PERSONAL PROPERTY 2016-03-31 3,025 1,059 SL 5.000000000000 605 605    
    DRAKE PERSONAL PROPERTY 2016-03-31 107,796 37,728 SL 5.000000000000 12,576 12,576    
    GOLDEN TERRACE PERSONAL PROPERTY 2016-03-31 1,591 557 SL 5.000000000000 318 318    
    LAKESHORE PERSONAL PROPERTY 2016-03-31 60,322 21,112 SL 5.000000000000 12,064 12,064    
    PARKING LOT IMPROVEMENT 2016-03-31 2,886 336 SL 15.000000000000 192 192    
    ELECTRIC METER & LABOR 2016-03-31 15,918 1,013 SL 27.500000000000 579 579    
    BLINDS 2016-03-31 14,277 4,997 SL 5.000000000000 1,666 1,666    
    WINDOW GRILLS & LABOR 2016-03-31 355,113 22,598 SL 27.500000000000 7,533 7,533    
    POOL REMOVAL 2016-03-31 17,972 6,290 SL 5.000000000000 2,097 2,097    
    DOORS, FRAMING & LABOR 2016-03-31 33,919 2,158 SL 27.500000000000 1,233 1,233    
    BLINDS 2016-03-31 8,482 2,969 SL 5.000000000000 1,696 1,696    
    ROOF & LABOR 2016-03-31 321,738 20,475 SL 27.500000000000 11,700 11,700    
    FIRE ALARM PANEL 2016-03-31 8,380 2,095 SL 7.000000000000 1,197 1,197    
    APARTMENT FURNISHINGS 2016-03-31 46,451 16,258 SL 5.000000000000 9,290 9,290    
    PARKING LOT PAVING 2016-03-31 6,564 766 SL 15.000000000000 438 438    
    GARAGE DOOR 2016-03-31 598 38 SL 27.500000000000 22 22    
    GARAGE ROOF 2016-03-31 3,055 194 SL 27.500000000000 111 111    
    CAPITAL IMPROVEMENTS 2016-03-31 11,252 716 SL 27.500000000000 409 409    
    CAPITALIZED LABOR 2016-03-31 20,665 1,315 SL 27.500000000000 751 751    
    CAPITALIZED LABOR 2016-03-31 9,007 574 SL 27.500000000000 328 328    
    CAPITALIZED LABOR 2016-03-31 9,159 583 SL 27.500000000000 333 333    
    CAPITAL IMPROVEMENTS 2016-03-31 4,139 263 SL 27.500000000000 151 151    
    CAPITALIZED LABOR 2016-03-31 7,035 448 SL 27.500000000000 256 256    
    CAPITALIZED LABOR 2016-03-31 3,066 195 SL 27.500000000000 111 111    
    CAPITALIZED LABOR 2016-03-31 3,118 198 SL 27.500000000000 113 113    
    CAPITALIZED LABOR 2016-03-31 5,276 336 SL 27.500000000000 192 192    
    CAPITALIZED LABOR 2016-03-31 2,300 147 SL 27.500000000000 84 84    
    CAPITALIZED LABOR 2016-03-31 2,338 149 SL 27.500000000000 85 85    
    PARKING LOT PAVING AND F 2016-03-31 29,708 3,466 SL 15.000000000000 1,155 1,155    
    DOOR 2016-03-31 551 35 SL 27.500000000000 12 12    
    GUTTERS 2016-03-31 3,214 205 SL 27.500000000000 68 68    
    GUTTERS 2016-03-31 5,821 371 SL 27.500000000000 123 123    
    GUTTERS 2016-03-31 15,367 978 SL 27.500000000000 326 326    
    PANEL (UNIT #145) 2016-03-31 841 54 SL 27.500000000000 18 18    
    DECKS (N&O BUILDING 2016-03-31 2,148 137 SL 27.500000000000 46 46    
    FIRE EXTINGUISHERS 2016-03-31 2,461 616 SL 7.000000000000 205 205    
    PULL STATION 2016-03-31 798 199 SL 7.000000000000 66 66    
    PANELS 2016-03-31 1,187 75 SL 27.500000000000 25 25    
    CAPITAL IMPROVEMENTS 2016-03-31 50,313 3,202 SL 27.500000000000 1,067 1,067    
    CAPITALIZED LABOR 2016-03-31 100,687 6,407 SL 27.500000000000 2,136 2,136    
    CAPITALIZED LABOR 2016-03-31 43,884 2,793 SL 27.500000000000 931 931    
    CAPITALIZED LABOR 2016-03-31 43,749 2,784 SL 27.500000000000 928 928    
    PARKING LOT PAVING 2016-03-31 2,138 250 SL 15.000000000000 143 143    
    ROOF 2016-03-31 20,517 1,306 SL 27.500000000000 746 746    
    DOOR 2016-03-31 486 31 SL 27.500000000000 18 18    
    VENT/CHIMNEYS 2016-03-31 12,170 775 SL 27.500000000000 443 443    
    DOORS 2016-03-31 637 40 SL 27.500000000000 23 23    
    CAPITAL IMPROVEMENTS 2016-03-31 1,940 124 SL 27.500000000000 71 71    
    CAPITALIZED LABOR 2016-03-31 6,375 406 SL 27.500000000000 232 232    
    CAPITALIZED LABOR 2016-03-31 2,779 177 SL 27.500000000000 101 101    
    CAPITALIZED LABOR 2016-03-31 2,826 180 SL 27.500000000000 103 103    
    PARKING LOT 2016-03-31 26,101 3,045 SL 15.000000000000 1,740 1,740    
    CAPITAL IMPROVEMENTS 2016-03-31 90,953 5,788 SL 27.500000000000 3,307 3,307    
    VINYL 2016-03-31 2,004 128 SL 27.500000000000 73 73    
    PANEL & BREAKER 2016-03-31 1,760 112 SL 27.500000000000 64 64    
    CAPITAL IMPROVEMENTS 2016-03-31 49,796 3,169 SL 27.500000000000 1,811 1,811    
    CAPITALIZED LABOR 2016-03-31 97,170 6,183 SL 27.500000000000 3,533 3,533    
    CAPITALIZED LABOR 2016-03-31 42,351 2,695 SL 27.500000000000 1,540 1,540    
    CAPITALIZED LABOR 2016-03-31 43,067 2,741 SL 27.500000000000 1,566 1,566    
    CIP PLACED IN SERVICE AFTER 2016-03-31 3,586,039 228,202 SL 27.500000000000 130,401 130,401    
    RESTAKE CROSSWALK 2016-03-31 703 82 SL 15.000000000000 47 47    
    CAPITALIZED LABOR 2016-03-31 4,190 266 SL 27.500000000000 152 152    
    CIP PLACED IN SERVICE FROM 2016-03-31 1,952,055 124,222 SL 27.500000000000 70,984 70,984    
    REMODEL FROM WATER DAMAGE 2016-03-31 14,767 940 SL 27.500000000000 537 537    
    DRAKE RENTAL OFFICE REMODEL 2016-03-31 13,687 871 SL 27.500000000000 290 290    
    REPLACE NEW ROOF, BLDG Y 2016-03-31 41,441 2,637 SL 27.500000000000 879 879    
    BLDG V - REPLACE ROOF 2016-03-31 37,428 2,382 SL 27.500000000000 794 794    
    0091171-IN, NEW COMPACT 2016-03-31 5,022 1,255 SL 7.000000000000 418 418    
    LAKESHORE OFFICE REMODEL 2016-03-31 14,510 924 SL 27.500000000000 528 528    
    SWAN PARKING LOT 2016-03-31 338,701 39,515 SL 15.000000000000 22,580 22,580    
    KITCHEN AND BATHROOMS 2016-05-31 5,255 302 SL 27.500000000000 191 191    
    BUILDING IMPROVEMENTS 2016-06-22 7,130 389 SL 27.500000000000 259 259    
    BUILDING IMPROVEMENTS_ROOF 2016-09-14 41,949 2,033 SL 27.500000000000 1,525 1,525    
    BUILDING IMPROVEMENTS_ROOF 2016-10-12 39,588 1,800 SL 27.500000000000 1,440 1,440    
    BUILDING IMPROVEMENTS_ROOF 2016-11-01 39,588 1,680 SL 27.500000000000 1,440 1,440    
    VACANT LAND - GRAVEL PIT 2016-03-31 172,000   NC 0 % 0 0    
    VACANT LAND - GRAVEL PIT 2016-03-31 35,000   NC 0 % 0 0    
    BLUE BIRD APARTMENT TURN, B34 2017-12-31 6,018   SL 27.500000000000 219 219    
    DRAKE MAIL ROOM REMODEL 2017-05-01 24,148 585 SL 27.500000000000 512 512    
    DRAKE BLDG A - NEW ROOF 2017-09-25 25,375 231 SL 27.500000000000 538 538    
    DRAKE BLDG Z - NEW ROOF 2017-11-02 40,037 243 SL 27.500000000000 849 849    
    DRAKE APT TURNS - 24 UNITS 2017-12-31 213,016   SL 27.500000000000 4,518 4,518    
    LAKESHORE BLDG C -REPLACE ROOF 2017-05-19 31,833 675 SL 27.500000000000 1,158 1,158    
    LAKESHORE BLDG L -REPLACE ROOF 2017-05-27 31,591 670 SL 27.500000000000 1,149 1,149    
    LAKESHORE BLDG R, REPLACED ROOF 2017-10-12 29,720 270 SL 27.500000000000 1,081 1,081    
    LAKESHORE BLDG D, NEW ROOF 2017-10-30 29,098 176 SL 27.500000000000 1,058 1,058    
    LAKESHORE BUILDING IMPROVEMENTS 2017-12-31 42,300   SL 27.500000000000 1,538 1,538    
    LAKESHORE BLDG B, REPLACE ROOF 2017-12-10 12,556 38 SL 27.500000000000 457 457    
    REPAIR CHIMNEY BOX ON BUILDING S,T,U, AND V 2018-01-20 5,275   SL 27.500000000000 176 176    
    DECKS 1, BLD AA 2018-01-30 12,882   SL 27.500000000000 429 429    
    DECKS 1, BLDG BB 2018-01-30 12,882   SL 27.500000000000 429 429    
    DECKS 1, BLDG CC 2018-01-31 12,882   SL 27.500000000000 429 429    
    DECKS 1, BLDG DD 2018-01-31 12,882   SL 27.500000000000 429 429    
    REC ROOM REMODEL 2018-02-05 9,946   SL 27.500000000000 332 332    
    REPLACED RAILING AT COURT YARD NEAR BLDG O,Q,R,S & T 2018-02-15 15,325   SL 27.500000000000 511 511    
    APARTMENT TURNS 2018-12-31 2,147,292   SL 27.500000000000 0 0    
    ALADDIN CENTER REMODEL 2018-12-31 245,491   SL 27.500000000000 0 0    
    ELECTRICAL UPDATE 2018-12-31 71,915   SL 27.500000000000 0 0    
    HANDRAILS 2018-12-31 12,445   SL 27.500000000000 0 0    
    HVAC 2018-12-31 13,386   SL 27.500000000000 0 0    
    REC ROOM REMODEL 2018-12-31 17,631   SL 27.500000000000 0 0    
    ROOF BLDG S 2018-12-31 18,854   SL 27.500000000000 0 0    
    WINDOWS 2018-12-31 23,751   SL 27.500000000000 0 0    
    ALADDIN CENTER REMODEL 2018-12-31 32,907   SL 27.500000000000 0 0    
    APT TURNS 2018-12-31 36,567   SL 27.500000000000 0 0    
    MULLEN COVE REPLACE DECKS #5 & #8 OF BUILDING B 2018-06-13 11,979   SL 27.500000000000 254 254    
    12.31.18 CIP TO BUILDINGS FOR APARTMENT TURNS 2018-12-31 48,834   SL 27.500000000000 0 0    
    BLUE BIRD APARTMENT TURN 2018-12-31 103,287   SL 27.500000000000 0 0    
    CANARY APARTMENT TURNS 2018-12-31 63,259   SL 27.500000000000 0 0    
    DEUCES APARTMENT TURNS 2018-12-31 20,647   SL 27.500000000000 0 0    
    DEUCES SIDING 2018-12-31 5,313   SL 27.500000000000 0 0    
    LAKESHORE DISABLED & VISITOR PARKING 2018-12-31 7,663   SL 15.000000000000 0 0    
    LAKESHORE BLDG K ROOF REPLACED 2018-03-05 13,013   SL 27.500000000000 394 394    
    LAKESHORE BLDG J, REPLACED ROOF 2018-03-21 38,485   SL 27.500000000000 1,050 1,050    
    LAKESHORE BLDG P, 3 & 5, REBUILD DECKS 2018-05-02 14,287   SL 27.500000000000 346 346    
    LAKESHORE APARTMENT TURNS 2018-12-31 236,253   SL 27.500000000000 0 0    
    DRAKE ALARM SYSTEM 2018-01-31 10,046   SL 7.000000000000 718 718    
    DRAKE CABINETS AND COUNTERTOPS 2018-06-30 206,796   SL 27.500000000000 627 627    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SDRL 10 10

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    US Government Securities - End of Year Book Value:

    14,034,754
    US Government Securities - End of Year Fair Market Value:

    14,034,754
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EFGIX AT COST 80,004 80,004
    UMBMX AT COST 16,182 16,182
    DCCIX AT COST 15,999 15,999
    SKSRX AT COST 10,642 10,642
    JVLIX AT COST 75,256 75,256
    LZIEX AT COST 47,123 47,123
    LDLFX AT COST 85,484 85,484
    MWTIX AT COST 104,534 104,534
    OIGYX AT COST 43,633 43,633
    OOSYX AT COST 17,637 17,637
    ODVYX AT COST 20,562 20,562
    POSIX AT COST 12,115 12,115
    PHYZX AT COST 17,793 17,793
    WESTERN ALLIANCE BANK AT COST 328 328

    TY 2018 LandEtcSchedule2
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 46,370 0 46,370 46,370
    92ND WHSE PHONES 2,068 812 1,256 1,256
    92ND WHSE COMPUTERS 536 295 241 241
    LAND 476,490 0 476,490 476,490
    BLDG 1,023,510 72,171 951,339 951,339
    OFFICE PERSONAL PROPERTY 6,565 3,616 2,949 2,949
    2005 CHEVY ASTRO - 25693 5,566 3,061 2,505 2,505
    2013 TOYOTA LAND CRUISER - 19280 35,780 19,679 16,101 16,101
    2006 TOYOTA TACOMA - 72133 7,891 4,340 3,551 3,551
    PAINT SCRUBBERS 640 251 389 389
    FLOOR SANDER 1,202 472 730 730
    AIR COMPRESSOR 2,808 1,103 1,705 1,705
    BAND SAW 1,283 504 779 779
    SCREEN TABLE 2,003 787 1,216 1,216
    CARPET STRETCHER 489 192 297 297
    TILE SAW 1,453 571 882 882
    ADMIN & CABINET SHOP 20,839 1,469 19,370 19,370
    ADMIN AND CABINET SHOP 580,888 40,960 539,928 539,928
    2005 CHEVY ASTRO - 25276 5,567 3,061 2,506 2,506
    2005 CHEVY ASTRO - 25237 5,567 3,061 2,506 2,506
    2005 CHEVY ASTRO - 25427 5,567 3,061 2,506 2,506
    2000 TRAILER - 02257 733 403 330 330
    2014 UTILITY TRAILER - 30962 2,884 1,586 1,298 1,298
    2003 FORD F140 - 24509 7,535 4,144 3,391 3,391
    2008 FORD F2S - 26386 6,921 3,807 3,114 3,114
    2006 CHEVROLET C2500 - 12982 17,450 9,307 8,143 8,143
    2012 FORD F150 - 00250 19,673 8,197 11,476 11,476
    U HAUL 2006 FORD E450 - 83778 10,739 4,474 6,265 6,265
    TOYOTA FORKLIFT 25,277 5,898 19,379 19,379
    2006 FORD E450 17' TRUCK - 81385 10,622 4,072 6,550 6,550
    2006 FORD E450 17' TRUCK - 83806 10,622 4,072 6,550 6,550
    2005 CHEVY ASTRO - 25699 5,567 3,061 2,506 2,506
    2005 CHEVY ASTRO - 25700 5,567 3,061 2,506 2,506
    2005 CHEVY ASTRO - 25650 5,566 3,062 2,504 2,504
    2004 CHEVY ASTRO - 28504 5,152 2,834 2,318 2,318
    2004 CHEVY ASTRO - 28664 5,152 2,834 2,318 2,318
    2002 CHEVY ASTRO - 45113 4,897 2,693 2,204 2,204
    2002 CHEVY ASTRO - 44550 4,897 2,693 2,204 2,204
    1991 CHEVY 3500 - 07202 2,797 1,538 1,259 1,259
    1995 FORD F47 - 58725 4,297 2,363 1,934 1,934
    1997 FORD AEROSTAR - 57643 2,996 1,648 1,348 1,348
    1995 FORD CARGO - 32144 3,904 2,147 1,757 1,757
    1999 FORD ECONOLINE - 99880 4,638 2,551 2,087 2,087
    2001 CHEVY EXPRESS - 69148 4,879 2,683 2,196 2,196
    1999 DODGE PASSENGER - 33207 2,987 1,643 1,344 1,344
    2006 GMC C150 - 64550 14,857 8,171 6,686 6,686
    2000 TOYOTA PASSENGER - 00976 4,868 2,677 2,191 2,191
    2005 CHEVY ASTRO - 25559 5,566 3,062 2,504 2,504


    TY 2018 MortgagesAndNotesPayableSch
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name COLUMBIA BANK
    Lender's Title MULLEN COVE APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 1,000,000
    Balance Due 934,722
    Date of Note 2016-08
    Maturity Date 2026-08
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $5,588 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 4.500000000000
    Security Provided by Borrower MULLEN COVE APARTMENTS, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 2
    Lender's Name COLUMBIA BANK
    Lender's Title ALADDIN-CAMELOT APARTMENTS LLC
    Relationship to Insider  
    Original Amount of Loan 19,000,000
    Balance Due 17,952,442
    Date of Note 2016-02
    Maturity Date 2039-03
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $106,378 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 5.300000000000
    Security Provided by Borrower ALADDIN-CAMELOT APARTMENTS, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 3
    Lender's Name COLUMBIA BANK
    Lender's Title SANDMAN APARTMENTS I, II, III
    Relationship to Insider  
    Original Amount of Loan 1,000,000
    Balance Due 935,161
    Date of Note 2016-08
    Maturity Date 2026-08
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $5,588 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 4.500000000000
    Security Provided by Borrower SANDMAN APARTMENTS I, II, III, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 4
    Lender's Name GRANDBRIDGE REAL ESTATE CAPITAL LLC
    Lender's Title DRAKE APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 14,000,000
    Balance Due 0
    Date of Note 2010-04
    Maturity Date 2020-05
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $80,459 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 5.610000000000
    Security Provided by Borrower DRAKE APARTMENTS, LLC PROPERTY
    Purpose of Loan REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 5
    Lender's Name GRANDBRIDGE REAL ESTATE CAPITAL LLC
    Lender's Title LAKESHORE APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 13,950,000
    Balance Due 11,903,316
    Date of Note 2010-10
    Maturity Date 2020-11
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $80,459 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 4.600000000000
    Security Provided by Borrower LAKESHORE APARTMENTS, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 6
    Lender's Name HERITAGE BANK
    Lender's Title CANARY APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 1,530,000
    Balance Due 1,357,169
    Date of Note 2011-10
    Maturity Date  
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $8,776 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 5.500000000000
    Security Provided by Borrower CANARY APARTMENTS, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 7
    Lender's Name HERITAGE BANK
    Lender's Title GOLDEN TERRACE
    Relationship to Insider  
    Original Amount of Loan 1,072,500
    Balance Due 950,794
    Date of Note 2011-10
    Maturity Date 2021-11
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $6,152 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 5.500000000000
    Security Provided by Borrower GOLDEN TERRACE APARTMENTS, LLC PROPERTY
    Purpose of Loan REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 8
    Lender's Name HERITAGE BANK
    Lender's Title BLUE BIRD APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 4,515,000
    Balance Due 4,007,948
    Date of Note 2011-10
    Maturity Date 2021-11
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $25,898 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 5.500000000000
    Security Provided by Borrower BLUE BIRD APARTMENTS, LLC PROPERTY
    Purpose of Loan REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 9
    Lender's Name HERITAGE BANK
    Lender's Title SWAN APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 3,825,000
    Balance Due 3,485,136
    Date of Note 2014-03
    Maturity Date 2024-06
    Repayment Terms 119 MONTHLY INSTALLMENTS OF $25,898 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 4.250000000000
    Security Provided by Borrower SWAN APARTMENTS, LLC PROPERTY
    Purpose of Loan REFINANCE - REPAIRS AND UPGRADES TO REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 10
    Lender's Name HERITAGE BANK
    Lender's Title 92ND STREET BUILDING
    Relationship to Insider  
    Original Amount of Loan 1,200,000
    Balance Due 1,030,405
    Date of Note 2013-09
    Maturity Date 2020-09
    Repayment Terms 83 MONTHLY INSTALLMENTS OF $6,317 WITH A FINAL BALLOON PAYMENT DUE
    Interest Rate 3.900000000000
    Security Provided by Borrower 92ND STREET BUILDING, LLC PROPERTY
    Purpose of Loan CONSTRUCTION OF REAL PROPERTY
    Description of Lender Consideration  
    Consideration FMV  


    TY 2018 OtherAssetsSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CASH SECURITY DEPOSITS 685,235 595,571 595,571
    CONSTRUCTION IN PROGRESS 306,908 75,516 75,516


    TY 2018 OtherDecreasesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 17,828


    TY 2018 OtherExpensesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 103,873 51,937   51,936
    INSURANCE 591,364 591,364   0
    SECURITY 400,383 400,383   0
    FOUNDATION INVESTMENT FEES 5,235 5,235   0
    REPAIR AND MAINTENANCE 1,176,568 1,176,568   0
    AUTO AND MILEAGE 83,053 83,053   0


    TY 2018 OtherIncomeSchedule2
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 6,763   6,763


    TY 2018 OtherLiabilitiesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT LIABILITY 684,690 554,505


    TY 2018 TaxesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,049 3,049   0
    PROPERTY TAX 1,832,134 1,832,134   0