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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$171,878,180J 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) 484,322
2 Check bullet.............
3 Interest on savings and temporary cash investments 168 168  
4 Dividends and interest from securities... 22,821 22,821  
5a Gross rents............ 17,311,739 17,311,739  
b Net rental income or (loss) 2,332,743
6a Net gain or (loss) from sale of assets not on line 10 1,133,839
b Gross sales price for all assets on line 6a 1,973,993
7 Capital gain net income (from Part IV, line 2)... 1,133,839
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 17,163 0  
12 Total. Add lines 1 through 11........ 18,970,052 18,468,567  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 632,524 316,262   316,262
14 Other employee salaries and wages...... 2,400,193 2,400,193   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 91,206 45,603   45,603
c Other professional fees (attach schedule).... Click to see attachment 5,898 5,898   0
17 Interest............... 2,356,291 2,356,291   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,043,541 2,043,541   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,057,260 3,057,260  
20 Occupancy.............. 2,182,230 2,157,230   25,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,366,946 1,954,358   77,443
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,136,089 14,336,636   464,308
25 Contributions, gifts, grants paid....... 1,984,140 1,984,140
26 Total expenses and disbursements. Add lines 24 and 25 17,120,229 14,336,636   2,448,448
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,849,823
b Net investment income (if negative, enter -0-) 4,131,931
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 2,488,685 3,714,369 3,714,369
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet97,569
Less: allowance for doubtful accounts bullet     97,569 97,569
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        
8 Inventories for sale or use.............. 200,388 332,450 332,450
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet102,263,313
Less: accumulated depreciation (attach schedule) bullet15,408,457 86,663,824 86,854,856 146,800,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,183,497 Click to see attachment17,858,556 17,858,556
14 Land, buildings, and equipment: basis bullet2,836,116
Less: accumulated depreciation (attach schedule) bullet489,123 2,198,688 Click to see attachment2,346,993 2,346,993
15 Other assets (describe bullet) Click to see attachment921,337 Click to see attachment728,243 Click to see attachment728,243
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,656,419 111,933,036 171,878,180
Liabilities 17 Accounts payable and accrued expenses.......... 689,484 574,718
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 49,675,291 Click to see attachment48,091,470
22 Other liabilities (describe bullet) Click to see attachment592,724 Click to see attachment609,405
23 Total liabilities (add lines 17 through 22)......... 50,957,499 49,275,593
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 60,698,920 62,657,443
29 Total net assets or fund balances (see instructions)..... 60,698,920 62,657,443
30 Total liabilities and net assets/fund balances (see instructions). 111,656,419 111,933,036
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
60,698,920
2
Enter amount from Part I, line 27a .....................
2
1,849,823
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
108,700
4
Add lines 1, 2, and 3 ..........................
4
62,657,443
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
62,657,443
Form 990-PF (2021)
Form 990-PF (2021)
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 2005 CHEVY ASTRO P 2016-03-31 2021-03-29
b 2005 CHEVY ASTRO P 2016-03-31 2021-03-29
c 2005 CHEVY ASTRO P 2016-03-31 2021-03-29
d 2005 CHEVY ASTRO P 2016-03-31 2021-04-05
e 2000 TRAILER P 2016-03-31 2021-03-16
2012 FORD F150 P 2016-11-30 2021-09-03
2005 CHEVY ASTRO P 2016-03-31 2021-03-29
2005 CHEVY ASTRO P 2016-03-31 2021-03-29
2005 CHEVY ASTRO P 2016-03-31 2021-03-29
2004 CHEVY ASTRO P 2016-03-31 2021-03-29
2004 CHEVY ASTRO P 2016-03-31 2021-03-29
2002 CHEVY ASTRO P 2016-03-31 2021-03-29
2002 CHEVY ASTRO P 2016-03-31 2021-03-29
1999 FORD ECONOLINE P 2016-03-31 2021-03-29
2001 CHEVY EXPRESS P 2016-03-31 2021-03-29
2000 TOYOTA PASSENGER P 2016-03-31 2021-03-29
2005 CHEVY ASTRO P 2016-03-31 2021-03-29
92ND ST COMMERCIAL RIDING MOWER P 2018-06-25 2021-03-16
BLUE BIRD PARKING LOT PAVING P   2021-12-31
CANARY PARKING LOT IMPROVEMENT P    
GOLDEN TERRACE PARKING LOT PAVING P    
LAKESHORE PARKING LOT P    
LAKESHORE DISABLED & VISITOR PARKING P    
MULLEN COVE ASPHALT PROPERTY PARKING P    
SANDMAN PARKING LOT IMPROVEMENT P    
FOUR DEUCES PROPERTY D 2016-03-31 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 500 5,567 5,567 500
b 500 5,567 5,567 500
c 500 5,567 5,567 500
d 750 5,567 5,567 750
e   733 733 0
21,171 18,689 19,673 20,187
500 5,566 5,566 500
  5,566 5,566 0
500 5,566 5,566 500
500 5,152 5,152 500
500 5,152 5,152 500
500 4,897 4,897 500
500 4,897 4,897 500
500 4,638 4,638 500
500 4,879 4,879 500
  4,868 4,868 0
500 5,566 5,566 500
2,500 3,048 5,542 6
  2,518 6,564 -4,046
  1,104 2,886 -1,782
  822 2,138 -1,316
  10,005 26,101 -16,096
  1,533 7,663 -6,130
  3,344 9,407 -6,063
  3,421 8,920 -5,499
1,900,000 40,539 836,283 1,104,256
43,572     43,572
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       500
b       500
c       500
d       750
e       0
      20,187
      500
      0
      500
      500
      500
      500
      500
      500
      500
      0
      500
      6
      -4,046
      -1,782
      -1,316
      -16,096
      -6,130
      -6,063
      -5,499
      1,104,256
      43,572
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 1,133,839
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 57,434
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 57,434
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 24,127
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 62,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,127
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 91
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 28,602
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet28,602 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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-FNDN, CEO-HOKOLD
    40.00     		249,206 12,500 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    MILLIE SCHULZ SECR/TREAS-FNDN, COO-HOKOLD
    40.00     		383,318 23,143 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
    RENEE MILLER ACCOUNTS PAYABLE MAN
    40.00     		147,746 15,798 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    AMY BRICKEY HUMAN RESOURCES MANA
    40.00     		145,969 15,798 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    JAMES MARCIA MAINTENANCE MANAGER
    40.00     		121,255 6,717 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    DMITRY PEREKOPSKY CABINET MANAGER
    40.00     		77,979 5,354 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    JUSTIN DILLINGHAM WAREHOUSE MANAGER
    40.00     		74,464 5,179 0
    2514 92ND ST S
    LAKEWOOD,WA98499
    Total number of other employees paid over $50,000...................bullet 12
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    TITAN ENTERPRISES II LLC BUILDER 1,207,226
    2917 CRYSTAL SPRINGS RD W
    UNIVERSITY PLACE,WA98466
    PACIFIC FLOORING INC SUPPLIER 947,712
    19321 MOUNTAIN HWY E SPC A
    SPANAWAY,WA98387
    LAKEWOOD HARDWARE & PAINT INC SUPPLIER 856,771
    9020 LAKEWOOD DR SW
    LAKEWOOD,WA98499
    OSTLUND ELECTRIC INC SUPPLIER 471,456
    1006 A ST SE
    AUBURN,WA98002
    HOME BUILD CONSTRUCTION SUPPLIER 457,819
    2933 VISTA PLACE WEST
    UNIVERSITY PLACE,WA98466
    Total number of others receiving over $50,000 for professional services.............bullet10
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    12,042,417
    b
    Average of monthly cash balances.......................
    1b
    2,154,600
    c
    Fair market value of all other assets (see instructions)................
    1c
    106,257,691
    d
    Total (add lines 1a, b, and c).........................
    1d
    120,454,708
    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
    48,700,875
    3
    Subtract line 2 from line 1d.........................
    3
    71,753,833
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,076,307
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    70,677,526
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,533,876
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,533,876
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    57,434
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    307,146
    c
    Add lines 2a and 2b............................
    2c
    364,580
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,169,296
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,169,296
    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 XII, line 1 ...
    7
    3,169,296
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,169,296
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,979,447
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,448,448
    a Applied to 2020, but not more than line 2a 1,979,447
    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 2021 distributable amount..... 469,001
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,700,295
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    BOYS AND GIRLS CLUBS
    3875 S 66TH STREET SUITE 101
    TACOMA,WA98409     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    BUFFALO SOLDIERS
    1940 S WILKESON STREET
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 500
    CHILDREN'S THERAPY CENTER
    10811 SE KENT KANGLEY RD
    KENT,WA98030     		NONE PUBLIC CHARITY TACOMA LOCATION 10,000
    COMMUNITY HEALTH CARE
    1148 BROADWAY STE 100
    TACOMA,WA984023518     		NONE PUBLIC CHARITY GENERAL OPERATIONS 20,000
    EMERGENCY FOOD NETWORK
    3318 92ND ST S
    LAKEWOOD,WA98499     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    FOUNDATION FOR TACOMA STUDENTS
    919 SOUTH 9TH STREET
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH STREET
    TACOMA,WA98405     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    HOPE SPARKS
    6424 NORTH 9TH STREET
    TACOMA,WA98406     		NONE PUBLIC CHARITY GENERAL OPERATIONS 35,000
    LINDQUIST DENTAL
    130 131ST ST S
    TACOMA,WA98444     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    P O BOX 5296
    TACOMA,WA984150296     		NONE PUBLIC CHARITY NEW MARY BRIDGE HOSPITAL 1,000,000
    MULTICARE HEALTH FOUNDATION
    P O BOX 5296
    TACOMA,WA984150296     		NONE PUBLIC CHARITY GENERAL OPERATIONS 250,000
    NOURISH PIERCE COUNTY
    1702 SOUTH 72ND ST SUITE E
    TACOMA,WA98408     		NONE PUBLIC CHARITY GENERAL OPERATIONS 35,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    OLIVE CREST
    2500 116TH AVE NE
    BELLEVUE,WA98004     		NONE PUBLIC CHARITY SAFE FAMILIES FOR CHILDREN IN PIERCE COUNTY 5,000
    RESCUE MISSION
    PO BOX 1912
    TACOMA,WA984011912     		NONE PUBLIC CHARITY GENERAL OPERATIONS 75,000
    SOUTH SOUND CARE FOUNDATION
    P O BOX 1314
    TACOMA,WA98401     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,140
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98415     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    THE COFFEE OASIS
    837 4TH ST
    BREMERTON,WA98337     		NONE PUBLIC CHARITY PIERCE COUNTY GIVE BIG 30,500
    UNITED WAY
    1501 PACIFIC AVE 4
    TACOMA,WA98402     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    WARM HEARTS WINTER DRIVE
    201 SOUTH 84TH ST
    TACOMA,WA98444     		NONE PUBLIC CHARITY PIERCE COUNTY PROGRAMS 500
    WOODWORTH FAMILY FOUNDATION
    3110 RUSTON WAY STE D
    TACOMA,WA98407     		NONE PUBLIC CHARITY GO CART RACES 2,500
    Total .................................bullet 3a 1,984,140
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 168  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531110 2,332,743      
    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 1,133,839  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 17,163  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 2,332,743 1,173,991 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,506,734
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
     
    Employer identification number

    20-4298535
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
          		Employer identification number
    20-4298535
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SMALL BUSINESS ADMINISTRATION
     
    409 3RD ST SW
     
    WASHINGTON, DC20024

    		$ 484,322


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
          		Employer identification number

    20-4298535
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
          		Employer identification number

    20-4298535
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 91,206 45,603   45,603

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    TY 2021 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 3,799,359 SL 27.500000000000 799,865 799,865    
    ALADDIN CAMELOT PERSONAL PROPERTY 2016-03-31 152,850 145,208 SL 5.000000000000 7,642 7,642    
    POOL DEMO & FILL 2016-03-31 41,063   NC 0 % 0 0    
    DOOR 2016-03-31 551 95 SL 27.500000000000 20 20    
    LIGHTS 2016-03-31 16,111 2,783 SL 27.500000000000 586 586    
    GUTTERS 2016-03-31 8,783 1,515 SL 27.500000000000 319 319    
    DECKS 2016-03-31 2,234 385 SL 27.500000000000 81 81    
    GUTTERS 2016-03-31 7,069 1,221 SL 27.500000000000 257 257    
    NEW DOOR 2016-03-31 608 105 SL 27.500000000000 22 22    
    DECK IMPROVEMENTS 2016-03-31 2,529 437 SL 27.500000000000 92 92    
    GUTTERS 2016-03-31 1,844 318 SL 27.500000000000 67 67    
    GUTTERS 2016-03-31 2,056 356 SL 27.500000000000 75 75    
    CAPITAL IMPROVEMENTS 2016-03-31 68,420 11,818 SL 27.500000000000 2,488 2,488    
    GAS FURNACE 2016-03-31 3,428 594 SL 27.500000000000 125 125    
    CAPITALIZED LABOR 2016-03-31 151,471 26,163 SL 27.500000000000 5,508 5,508    
    CAPITALIZED LABOR 2016-03-31 66,017 11,404 SL 27.500000000000 2,401 2,401    
    CAPITALIZED LABOR 2016-03-31 66,744 11,528 SL 27.500000000000 2,427 2,427    
    A/C "E" BUILDING 2016-03-31 22,736 3,928 SL 27.500000000000 827 827    
    A/C BUILDING "D 2016-03-31 21,431 3,700 SL 27.500000000000 779 779    
    A/C S 407 2016-03-31 8,033 1,387 SL 27.500000000000 292 292    
    A/C DECKS 2016-03-31 277,574 47,946 SL 27.500000000000 10,094 10,094    
    A/C BUILDING BB 2016-03-31 39,508 6,825 SL 27.500000000000 1,437 1,437    
    A/C BLDG P 2016-03-31 17,806 3,074 SL 27.500000000000 647 647    
    A/C A1,A2, A3 2016-03-31 6,711 1,159 SL 27.500000000000 244 244    
    A/C BLDG C 2016-03-31 33,398 5,767 SL 27.500000000000 1,214 1,214    
    A/C GARAGES 2016-03-31 5,296 916 SL 27.500000000000 193 193    
    BULIDING IMPROVEMENTS 2016-03-31 115,440 19,940 SL 27.500000000000 4,198 4,198    
    BULIDING IMPROVEMENTS 2016-03-31 697,168 120,422 SL 27.500000000000 25,352 25,352    
    BULIDING IMPROVEMENTS 2016-04-30 325,491 55,235 SL 27.500000000000 11,836 11,836    
    BULIDING IMPROVEMENTS 2016-05-31 224,108 37,350 SL 27.500000000000 8,149 8,149    
    BULIDING IMPROVEMENTS 2016-09-30 128,317 19,831 SL 27.500000000000 4,666 4,666    
    BULIDING IMPROVEMENTS 2016-10-31 325,768 49,358 SL 27.500000000000 11,846 11,846    
    BULIDING IMPROVEMENTS 2016-11-30 116,131 17,244 SL 27.500000000000 4,223 4,223    
    BUILDING IMPROVEMENTS 2016-12-31 313,844 45,651 SL 27.500000000000 11,413 11,413    
    BULIDING IMPROVEMENTS 2016-03-31 129,434 22,358 SL 27.500000000000 4,707 4,707    
    BULIDING IMPROVEMENTS 2016-06-30 79,059 12,937 SL 27.500000000000 2,875 2,875    
    BULIDING IMPROVEMENTS 2016-07-31 163,403 26,244 SL 27.500000000000 5,942 5,942    
    BULIDING IMPROVEMENTS 2016-08-31 330,374 52,061 SL 27.500000000000 12,014 12,014    
    ALADDIN CAMELOT BUILDING IMPROVEMENTS 2017-12-31 2,386,323 260,325 SL 27.500000000000 86,775 86,775    
    LAND 2016-03-31 940,365   NC 0 % 0 0    
    BLDG 2016-03-31 1,809,635 312,574 SL 27.500000000000 65,805 65,805    
    MULLEN COVE PERSONAL PROPERTY 2016-03-31 3,819 3,629 SL 5.000000000000 190 190    
    BUILDING IMPROVEMENTS L 2016-03-31 24,012 4,147 SL 27.500000000000 873 873    
    SPRINKLER HEADS 2016-03-31 2,313 2,199 SL 5.000000000000 114 114    
    GUTTERS 2016-03-31 5,413 935 SL 27.500000000000 197 197    
    ROOF 2016-03-31 37,585 6,493 SL 27.500000000000 1,367 1,367    
    CAPITAL IMPROVEMENTS 2016-03-31 4,656 803 SL 27.500000000000 169 169    
    CAPITALIZED LABOR 2016-03-31 7,914 1,368 SL 27.500000000000 288 288    
    CAPITALIZED LABOR 2016-03-31 3,449 594 SL 27.500000000000 125 125    
    CAPITALIZED LABOR 2016-03-31 3,508 608 SL 27.500000000000 128 128    
    ASPHALT PROPERTY PARKING LOT 2016-08-30 9,407 2,717 SL 15.000000000000 627 627    
    MULLEN COVE - C3, C5 & A10 FULL APARTMENT TURNS 2017-12-31 18,704 2,040 SL 27.500000000000 680 680    
    LAND 2016-03-31 284,198   NC 0 % 0 0    
    BLDG 2016-03-31 1,465,802 253,184 SL 27.500000000000 53,302 53,302    
    LAND 2016-03-31 155,605   NC 0 % 0 0    
    BLDG 2016-03-31 544,395 94,031 SL 27.500000000000 19,796 19,796    
    LAND 2016-03-31 139,804   NC 0 % 0 0    
    BLDG 2016-03-31 580,196 100,216 SL 27.500000000000 21,098 21,098    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 5,181 SL 5.000000000000 272 272    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 5,181 SL 5.000000000000 272 272    
    SANDMAN PERSONAL PROPERTY 2016-03-31 5,453 5,182 SL 5.000000000000 271 271    
    BUILDING IMPROVEMENTS 2016-03-31 58,102 10,037 SL 27.500000000000 2,113 2,113    
    FIRE CONTROL PANEL 2016-03-31 3,195 2,166 SL 7.000000000000 456 456    
    PARKING LOT IMPROVEMENT 2016-03-31 8,920 2,826 SL 15.000000000000 595 595    
    ROOF 2016-03-31 26,248 4,532 SL 27.500000000000 954 954    
    FENCING 2016-03-31 911 289 SL 15.000000000000 61 61    
    CAPITALIZED IMPROVEMENT 2016-03-31 7,114 1,230 SL 27.500000000000 259 259    
    CAPITALIZED LABOR 2016-03-31 14,070 2,432 SL 27.500000000000 512 512    
    CAPITALIZED LABOR 2016-03-31 6,132 1,059 SL 27.500000000000 223 223    
    CAPITALIZED LABOR 2016-03-31 6,236 1,078 SL 27.500000000000 227 227    
    SANDMAN 1, BLDG C,NEW ROOF 2017-04-30 21,564 2,875 SL 27.500000000000 784 784    
    SANDMAN I, BLDG B, NEW ROOF 2017-05-05 21,564 2,875 SL 27.500000000000 784 784    
    SANDMAN - 4,8,B7 & D6 FULL APARTMENT TURNS 2017-12-31 28,908 3,153 SL 27.500000000000 1,051 1,051    
    LAND 2016-03-31 1,245,835   NC 0 % 0 0    
    BLDG 2016-03-31 4,354,165 752,082 SL 27.500000000000 158,333 158,333    
    LAND 2016-03-31 460,993   NC 0 % 0 0    
    BLDG 2016-03-31 1,339,007 231,282 SL 27.500000000000 48,691 48,691    
    LAND 2016-03-31 618,278   NC 0 % 0 0    
    BLDG 2016-03-31 129,722 22,406 SL 27.500000000000 4,717 4,717    
    LAND 2016-03-31 458,355   NC 0 % 0 0    
    BLDG 2016-03-31 1,041,645 179,921 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 3,934,601 SL 27.500000000000 828,337 828,337    
    LAND 2016-03-31 95,587   NC 0 % 0 0    
    BLDG 2016-03-31 59,413 18,513 SL 27.500000000000 2,160 2,160    
    LAND 2016-03-31 531,658   NC 0 % 0 0    
    SIDING AND LABOR 2016-03-31 78,971 13,642 SL 27.500000000000 2,872 2,872    
    BLUE BIRD PERSONAL PROPERTY 2016-03-31 10,533 10,008 SL 5.000000000000 525 525    
    CANARY PERSONAL PROPERTY 2016-03-31 3,394 3,225 SL 5.000000000000 169 169    
    DEUCES PERSONAL PROPERTY 2016-03-31 3,025 2,874 SL 5.000000000000 151 151    
    GOLDEN TERRACE PERSONAL PROPERTY 2016-03-31 1,591 1,511 SL 5.000000000000 80 80    
    LAKESHORE PERSONAL PROPERTY 2016-03-31 60,322 57,304 SL 5.000000000000 3,018 3,018    
    PARKING LOT IMPROVEMENT 2016-03-31 2,886 912 SL 15.000000000000 192 192    
    ELECTRIC METER & LABOR 2016-03-31 15,918 2,750 SL 27.500000000000 579 579    
    DOORS, FRAMING & LABOR 2016-03-31 33,919 5,857 SL 27.500000000000 1,233 1,233    
    ROOF & LABOR 2016-03-31 321,738 55,575 SL 27.500000000000 11,700 11,700    
    FIRE ALARM PANEL 2016-03-31 8,380 5,686 SL 7.000000000000 1,197 1,197    
    APARTMENT FURNISHINGS 2016-03-31 46,451 44,128 SL 5.000000000000 2,323 2,323    
    PARKING LOT PAVING 2016-03-31 6,564 2,080 SL 15.000000000000 438 438    
    GARAGE DOOR 2016-03-31 598 104 SL 27.500000000000 22 22    
    GARAGE ROOF 2016-03-31 3,055 527 SL 27.500000000000 111 111    
    CAPITAL IMPROVEMENTS 2016-03-31 11,252 1,943 SL 27.500000000000 409 409    
    CAPITALIZED LABOR 2016-03-31 20,665 3,568 SL 27.500000000000 751 751    
    CAPITALIZED LABOR 2016-03-31 9,007 1,558 SL 27.500000000000 328 328    
    CAPITALIZED LABOR 2016-03-31 9,159 1,582 SL 27.500000000000 333 333    
    CAPITAL IMPROVEMENTS 2016-03-31 4,139 716 SL 27.500000000000 151 151    
    CAPITALIZED LABOR 2016-03-31 7,035 1,216 SL 27.500000000000 256 256    
    CAPITALIZED LABOR 2016-03-31 3,066 528 SL 27.500000000000 111 111    
    CAPITALIZED LABOR 2016-03-31 3,118 537 SL 27.500000000000 113 113    
    CAPITALIZED LABOR 2016-03-31 5,276 912 SL 27.500000000000 192 192    
    CAPITALIZED LABOR 2016-03-31 2,300 399 SL 27.500000000000 84 84    
    CAPITALIZED LABOR 2016-03-31 2,338 404 SL 27.500000000000 85 85    
    PARKING LOT PAVING 2016-03-31 2,138 679 SL 15.000000000000 143 143    
    ROOF 2016-03-31 20,517 3,544 SL 27.500000000000 746 746    
    VENT/CHIMNEYS 2016-03-31 12,170 2,104 SL 27.500000000000 443 443    
    CAPITAL IMPROVEMENTS 2016-03-31 1,940 337 SL 27.500000000000 71 71    
    CAPITALIZED LABOR 2016-03-31 6,375 1,102 SL 27.500000000000 232 232    
    CAPITALIZED LABOR 2016-03-31 2,779 480 SL 27.500000000000 101 101    
    CAPITALIZED LABOR 2016-03-31 2,826 489 SL 27.500000000000 103 103    
    PARKING LOT 2016-03-31 26,101 8,265 SL 15.000000000000 1,740 1,740    
    CAPITAL IMPROVEMENTS 2016-03-31 90,953 15,709 SL 27.500000000000 3,307 3,307    
    PANEL & BREAKER 2016-03-31 1,760 304 SL 27.500000000000 64 64    
    CAPITAL IMPROVEMENTS 2016-03-31 49,796 8,602 SL 27.500000000000 1,811 1,811    
    CAPITALIZED LABOR 2016-03-31 97,170 16,782 SL 27.500000000000 3,533 3,533    
    CAPITALIZED LABOR 2016-03-31 42,351 7,315 SL 27.500000000000 1,540 1,540    
    CAPITALIZED LABOR 2016-03-31 43,067 7,439 SL 27.500000000000 1,566 1,566    
    CIP PLACED IN SERVICE AFTER 2016-03-31 3,586,039 619,405 SL 27.500000000000 130,401 130,401    
    RESTAKE CROSSWALK 2016-03-31 703 223 SL 15.000000000000 47 47    
    CAPITALIZED LABOR 2016-03-31 4,190 722 SL 27.500000000000 152 152    
    CIP PLACED IN SERVICE FROM 2016-03-31 1,952,055 337,174 SL 27.500000000000 70,984 70,984    
    REMODEL FROM WATER DAMAGE 2016-03-31 14,767 2,551 SL 27.500000000000 537 537    
    LAKESHORE OFFICE REMODEL 2016-03-31 14,510 2,508 SL 27.500000000000 528 528    
    SWAN PARKING LOT 2016-03-31 338,701 107,255 SL 15.000000000000 22,580 22,580    
    KITCHEN AND BATHROOMS 2016-05-31 5,255 875 SL 27.500000000000 191 191    
    BUILDING IMPROVEMENTS 2016-06-22 7,130 1,166 SL 27.500000000000 259 259    
    BUILDING IMPROVEMENTS_ROOF 2016-09-14 41,949 6,608 SL 27.500000000000 1,525 1,525    
    BUILDING IMPROVEMENTS_ROOF 2016-10-12 39,588 6,120 SL 27.500000000000 1,440 1,440    
    BUILDING IMPROVEMENTS_ROOF 2016-11-01 39,588 6,000 SL 27.500000000000 1,440 1,440    
    BLUE BIRD APARTMENT TURN, B34 2017-12-31 6,018 657 SL 27.500000000000 219 219    
    LAKESHORE BLDG C -REPLACE ROOF 2017-05-19 31,833 4,149 SL 27.500000000000 1,158 1,158    
    LAKESHORE BLDG L -REPLACE ROOF 2017-05-27 31,591 4,117 SL 27.500000000000 1,149 1,149    
    LAKESHORE BLDG R, REPLACED ROOF 2017-10-12 29,720 3,513 SL 27.500000000000 1,081 1,081    
    LAKESHORE BLDG D, NEW ROOF 2017-10-30 29,098 3,350 SL 27.500000000000 1,058 1,058    
    LAKESHORE BUILDING IMPROVEMENTS 2017-12-31 42,300 4,614 SL 27.500000000000 1,538 1,538    
    LAKESHORE BLDG B, REPLACE ROOF 2017-12-10 12,556 1,409 SL 27.500000000000 457 457    
    REPAIR CHIMNEY BOX ON BUILDING S,T,U, AND V 2018-01-20 5,275 560 SL 27.500000000000 192 192    
    DECKS 1, BLD AA 2018-01-30 12,882 1,365 SL 27.500000000000 468 468    
    DECKS 1, BLDG BB 2018-01-30 12,882 1,365 SL 27.500000000000 468 468    
    DECKS 1, BLDG CC 2018-01-31 12,882 1,365 SL 27.500000000000 468 468    
    DECKS 1, BLDG DD 2018-01-31 12,882 1,365 SL 27.500000000000 468 468    
    REC ROOM REMODEL 2018-02-05 9,946 1,056 SL 27.500000000000 362 362    
    REPLACED RAILING AT COURT YARD NEAR BLDG O,Q,R,S & T 2018-02-15 15,325 1,625 SL 27.500000000000 557 557    
    APARTMENT TURNS 2018-12-31 2,147,292 156,166 SL 27.500000000000 78,083 78,083    
    ALADDIN CENTER REMODEL 2018-12-31 245,491 17,854 SL 27.500000000000 8,927 8,927    
    ELECTRICAL UPDATE 2018-12-31 71,915 5,230 SL 27.500000000000 2,615 2,615    
    HANDRAILS 2018-12-31 12,445 906 SL 27.500000000000 453 453    
    HVAC 2018-12-31 13,386 974 SL 27.500000000000 487 487    
    REC ROOM REMODEL 2018-12-31 17,631 1,282 SL 27.500000000000 641 641    
    ROOF BLDG S 2018-12-31 18,854 1,372 SL 27.500000000000 686 686    
    WINDOWS 2018-12-31 23,751 1,728 SL 27.500000000000 864 864    
    ALADDIN CENTER REMODEL 2018-12-31 32,907 2,394 SL 27.500000000000 1,197 1,197    
    APT TURNS 2018-12-31 36,567 2,660 SL 27.500000000000 1,330 1,330    
    MULLEN COVE REPLACE DECKS #5 & #8 OF BUILDING B 2018-06-13 11,979 1,126 SL 27.500000000000 436 436    
    12.31.18 CIP TO BUILDINGS FOR APARTMENT TURNS 2018-12-31 48,834 3,552 SL 27.500000000000 1,776 1,776    
    BLUE BIRD APARTMENT TURN 2018-12-31 103,287 7,512 SL 27.500000000000 3,756 3,756    
    CANARY APARTMENT TURNS 2018-12-31 63,259 4,600 SL 27.500000000000 2,300 2,300    
    DEUCES APARTMENT TURNS 2018-12-31 20,647 1,502 SL 27.500000000000 751 751    
    DEUCES SIDING 2018-12-31 5,313 386 SL 27.500000000000 193 193    
    LAKESHORE DISABLED & VISITOR PARKING 2018-12-31 7,663 1,022 SL 15.000000000000 511 511    
    LAKESHORE BLDG K ROOF REPLACED 2018-03-05 13,013 1,340 SL 27.500000000000 473 473    
    LAKESHORE BLDG J, REPLACED ROOF 2018-03-21 38,485 3,848 SL 27.500000000000 1,399 1,399    
    LAKESHORE BLDG P, 3 & 5, REBUILD DECKS 2018-05-02 14,287 1,386 SL 27.500000000000 520 520    
    LAKESHORE APARTMENT TURNS 2018-12-31 236,253 17,182 SL 27.500000000000 8,591 8,591    
    DELL POWEREDGE T330 TOWER SERVER 2019-04-02 5,646 1,976 SL 5.000000000000 1,129 1,129    
    BUILDING FF ROOF REPLACEMENT 2019-05-05 14,602 885 SL 27.500000000000 531 531    
    BUILDING GG & HH ROOF REPLACEMENT 2019-05-14 31,738 1,923 SL 27.500000000000 1,154 1,154    
    ALADDIN CENTER HVAC REPLACEMENT 2019-05-22 88,891 5,118 SL 27.500000000000 3,232 3,232    
    BUILDING I ROOF REPLACEMENT 2019-05-26 12,613 727 SL 27.500000000000 459 459    
    BUILDING EE ROOF REPLACEMENT 2019-06-04 11,425 657 SL 27.500000000000 415 415    
    BUILDING F ROOF REPLACEMENT 2019-06-18 14,432 787 SL 27.500000000000 525 525    
    BUILDING K ROOF REPLACEMENT 2019-06-23 16,644 908 SL 27.500000000000 605 605    
    BUILDING H & G ROOF REPLACEMENT 2019-07-01 33,730 1,840 SL 27.500000000000 1,227 1,227    
    BUILDING L ROOF REPLACEMENT 2019-07-10 16,644 908 SL 27.500000000000 605 605    
    TH 77-100 ROOF REPLACEMENT 2019-10-24 51,928 2,203 SL 27.500000000000 1,888 1,888    
    TH 165-181 ROOF REPLACEMENT 2019-11-06 37,131 1,575 SL 27.500000000000 1,350 1,350    
    BUILDING D ROOF REPLACEMENT 2019-11-21 19,586 771 SL 27.500000000000 712 712    
    2019 APARTMENT TURNS 2019-12-31 1,317,794 47,920 SL 27.500000000000 47,920 47,920    
    BEAUTY SALON REMODEL 2019-12-31 9,355 340 SL 27.500000000000 340 340    
    NEW CONDUIT AND CONDUCTORS 2019 2019-12-31 5,781 210 SL 27.500000000000 210 210    
    MAILBOX REMOVAL AND REPAIR 2019-12-31 9,750 355 SL 27.500000000000 355 355    
    BUILDING B ROOF REPLACEMENT 2019-03-21 15,571 991 SL 27.500000000000 566 566    
    BUILDING A ROOF REPLACEMENT 2019-03-29 31,784 2,023 SL 27.500000000000 1,156 1,156    
    2019 APARTMENT TURNS 2019-12-31 51,862 1,886 SL 27.500000000000 1,886 1,886    
    2019 APARTMENT TURNS 2019-12-31 34,126 1,241 SL 27.500000000000 1,241 1,241    
    BLUE BIRD APARTMENT TURN 2019-12-31 177,268 6,446 SL 27.500000000000 6,446 6,446    
    CANARY APARTMENT TURNS 2019-12-31 25,685 934 SL 27.500000000000 934 934    
    DEUCES REPLACED SEWER LINE 2019-05-24 8,320 479 SL 27.500000000000 303 303    
    DEUCES APARTMENT TURNS 2019-12-31 18,870 686 SL 27.500000000000 686 686    
    GOLDEN TERRACE BUILDING C & G ROOF REPLACEMENT 2019-07-19 16,558 853 SL 27.500000000000 602 602    
    GOLDEN TERRACE APARTMENT TURNS 2019-12-31 82,255 2,991 SL 27.500000000000 2,991 2,991    
    LAKESHORE BUILDING T REPLACED 12 DECKS 2019-07-29 68,276 3,517 SL 27.500000000000 2,483 2,483    
    LAKESHORE GARAGES 19-52 ROOF REPLACEMENT 2019-08-04 16,010 825 SL 27.500000000000 582 582    
    LAKESHORE BUILDING Q ROOF REPLACEMENT 2019-08-04 5,918 305 SL 27.500000000000 215 215    
    LAKESHORE GARAGES 7-18 ROOF REPLACEMENT 2019-08-04 12,913 666 SL 27.500000000000 470 470    
    LAKESHORE BUILDING T ROOF REPLACEMENT 2019-08-16 25,802 1,251 SL 27.500000000000 938 938    
    LAKESHORE BUILDING S ROOF REPLACEMENT 2019-08-19 25,968 1,259 SL 27.500000000000 944 944    
    LAKESHORE BUILDING S DECK REPLACEMENT 2019-08-30 68,276 3,311 SL 27.500000000000 2,483 2,483    
    LAKESHORE GARAGES 1-6 ROOF REPLACEMENT 2019-08-30 7,593 368 SL 27.500000000000 276 276    
    LAKESHORE APARTMENT TURNS 2019-12-31 571,594 20,785 SL 27.500000000000 20,785 20,785    
    ALADDIN CENTER OFFICE BUILDING ROOF REPLACEMENT 2020-08-17 55,202 669 SL 27.500000000000 2,007 2,007    
    ALADDIN BLACK ON BLACK SLATLINK FENCE 2020-12-15 94,898 527 SL 15.000000000000 6,327 6,327    
    ALADDIN SECURITY DOO REPLACEMENT 2020-12-15 7,390 22 SL 27.500000000000 269 269    
    2020 APARTMENT TURNS 2020-12-31 459,877   SL 27.500000000000 16,723 16,723    
    MULLEN COVE BLACK FENCE 2020-02-19 17,865 993 SL 15.000000000000 1,191 1,191    
    2020 APARTMENT TURNS 2020-12-31 18,977   SL 27.500000000000 690 690    
    SANDMAN BLACK FENCE 2020-01-10 7,279 485 SL 15.000000000000 485 485    
    BUILDING 1, 2 & 3 SIDING REPLACEMENT 2020-12-22 92,766   SL 27.500000000000 3,373 3,373    
    2020 APARTMENT TURNS 2020-12-31 48,490   SL 27.500000000000 1,763 1,763    
    BLUE BIRD GATE & FENCE 2020-12-10 97,670 543 SL 15.000000000000 6,511 6,511    
    2020 APARTMENT TURNS 2020-12-31 107,644   SL 27.500000000000 3,914 3,914    
    CANARY GATE & FENCE 2020-12-10 33,791 188 SL 15.000000000000 2,253 2,253    
    2020 APARTMENT TURNS 2020-12-31 33,803   SL 27.500000000000 1,229 1,229    
    GOLDEN TERRACE FENCE AND RETAINING WALL 2020-09-10 47,851 1,063 SL 15.000000000000 3,190 3,190    
    LAKESHORE BLACK ON BLACK SLATLINK FENCE 2020-06-14 27,147 1,056 SL 15.000000000000 1,810 1,810    
    BUILDING G, REBUILD DECKS, UNITS 9 & 11 2020-06-30 12,267 223 SL 27.500000000000 446 446    
    2020 APARTMENT TURNS 2020-12-31 583,785   SL 27.500000000000 21,229 21,229    
    SUITE 6 - ALADDIN CENTER TURN 2021-03-31 6,520   SL 27.500000000000 178 178    
    ELECTRICAL PANEL REPLACEMENT 2021-03-31 374,621   SL 27.500000000000 10,217 10,217    
    2021 APARTMENT TURNS 2021-03-31 913,009   SL 27.500000000000 24,900 24,900    
    TH 77 - 181 GUTTER & DOWNSPOUT REPLACEMENT 2021-06-27 14,629   SL 15.000000000000 488 488    
    HEAT PUMP REPLACEMENT 12/5 TON - ALADDIN CENTER 2021-07-23 30,962   SL 15.000000000000 860 860    
    102-117 ROOF REPLACEMENT 2021-07-26 44,972   SL 27.500000000000 681 681    
    FENCE 2021-12-31 869,164   SL 15.000000000000 0 0    
    BLDGS N, O & Q HANDRAIL REPLACEMENT 2021-12-31 6,943   SL 27.500000000000 0 0    
    SECURITY ENTRANCE REMODELS 2021-12-31 44,206   SL 27.500000000000 0 0    
    2021 APARTMENT TURNS 2021-12-31 70,744   SL 27.500000000000 0 0    
    2021 APARTMENT TURNS 2021-12-31 78,538   SL 27.500000000000 0 0    
    FENCE 2021-12-31 28,811   SL 15.000000000000 0 0    
    DOG HOUSE DOOR REPLACEMENT 2021-12-31 5,096   SL 27.500000000000 0 0    
    SIDING REPLACEMENT & PAINT 2021-12-31 122,047   SL 27.500000000000 0 0    
    BLUE BIRD FENCE 2021-01-25 5,436   SL 15.000000000000 332 332    
    BLUE BIRD 2021 APARTMENT TURNS 2021-12-31 23,162   SL 27.500000000000 0 0    
    BLUE BIRD SECURITY DOOR REPLACEMENT 2021-12-31 25,923   SL 27.500000000000 0 0    
    CANARY GUTTER REPLACEMENT 2021-10-22 11,296   SL 15.000000000000 126 126    
    CANARY 2021 APARTMENT TURNS 2021-12-31 23,883   SL 27.500000000000 0 0    
    CANARY ELECTRICAL PANEL REPLACEMENT 2021-12-31 111,157   SL 27.500000000000 0 0    
    FOUR DEUCES 2021 APARTMENT TURNS 2021-12-31 6,276   SL 27.500000000000 0 0    
    GOLDEN TERRACE 2021 APARTMENT TURNS 2021-12-31 60,676   SL 27.500000000000 0 0    
    LAKESHORE R BUILDING DECK REPLACEMENT 2021-10-04 89,189   SL 27.500000000000 811 811    
    LAKESHORE U BUILDING DECK REPLACEMENT 2021-10-22 29,719   SL 27.500000000000 180 180    
    LAKESHORE O BUILDING DECK REPLACEMENT 2021-12-02 44,972   SL 27.500000000000 136 136    
    LAKESHORE 2021 APARTMENT TURNS 2021-12-31 881,047   SL 27.500000000000 0 0    
    SWAN INTERIOR STAIR HANDRAILS 2021-07-26 9,779   SL 27.500000000000 148 148    

    TY 2021 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
    ANNUITY CONTRACTS AT COST 7,133,366 7,133,366
    DCCIX AT COST 28,655 28,655
    EGFIX AT COST 188,726 188,726
    JVLIX AT COST 122,130 122,130
    LDLFX AT COST 94,006 94,006
    LZIEX AT COST 65,834 65,834
    MWTIX AT COST 123,191 123,191
    ODVYX AT COST 27,857 27,857
    OIGYX AT COST 76,225 76,225
    OOSYX AT COST 18,840 18,840
    PHYZX AT COST 23,214 23,214
    POSIX AT COST 17,893 17,893
    SKSRX AT COST 13,889 13,889
    STATE STREET BANK AND TRUST AT COST 106 106
    UMBMX AT COST 28,824 28,824
    US TREASURY BILL AT COST 9,895,800 9,895,800

    TY 2021 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
    LAND 476,490 0 476,490 476,490
    BLDG 1,023,510 150,902 872,608 872,608
    OFFICE PERSONAL PROPERTY 6,565 6,565 0  
    2013 TOYOTA LAND CRUISER - 19280 35,780 35,780 0  
    2006 TOYOTA TACOMA - 72133 7,891 7,891 0  
    BAND SAW 1,283 1,054 229 229
    SCREEN TABLE 2,004 1,646 358 358
    ADMIN & CABINET SHOP 20,839 3,072 17,767 17,767
    ADMIN AND CABINET SHOP 580,888 85,644 495,244 495,244
    2014 UTILITY TRAILER - 30962 2,884 2,884 0  
    2003 FORD F140 - 24509 7,535 7,535 0  
    2008 FORD F2S - 26386 6,921 6,921 0  
    2006 CHEVROLET C2500 - 12982 17,450 17,450 0  
    U HAUL 2006 FORD E450 - 83778 10,739 10,739 0  
    TOYOTA FORKLIFT 25,277 21,064 4,213 4,213
    2006 FORD E450 17' TRUCK - 81385 10,622 10,445 177 177
    2006 FORD E450 17' TRUCK - 83806 10,622 10,445 177 177
    2006 GMC C150 - 64550 14,857 14,857 0  
    2019 BLACK TRAILER 10,764 5,561 5,203 5,203
    2020 CANTILEVER GATE 9,014 601 8,413 8,413
    2020 SLIDING TABLE SAW, SCM NOVA S1400 10.5" 16,183 4,046 12,137 12,137
    2020 NISSAN NV200 - 95556 26,352 5,710 20,642 20,642
    2020 NISSAN NV200 - 95316 26,352 5,710 20,642 20,642
    2020 NISSAN NV200 - 94890 26,350 5,709 20,641 20,641
    2020 FORD ECOSPORT - 78369 22,124 4,793 17,331 17,331
    2020 FORD ECOSPORT - 78370 22,047 4,777 17,270 17,270
    2020 FORD ECOSPORT - 83248 22,012 4,769 17,243 17,243
    2020 FORD ECOSPORT - 90823 21,917 4,749 17,168 17,168
    2020 FORD ECOSPORT - 84740 20,492 4,440 16,052 16,052
    2021 NISSAN NV200 - 91543 26,020 4,336 21,684 21,684
    2021 NISSAN NV200 - 91356 26,848 4,475 22,373 22,373
    2021 FORD TRUCK TRANSIT VAN - 16809 39,871 5,981 33,890 33,890
    2021 FORD TRUCK TRANSIT VAN - 16810 39,883 5,982 33,901 33,901
    2021 FORD TRUCK TRANSIT VAN - 16812 39,859 5,979 33,880 33,880
    2021 FORD TRUCK TRANSIT VAN - 16811 42,852 6,428 36,424 36,424
    2021 NISSAN NV200 - 93920 26,019 3,903 22,116 22,116
    2022 LX600 (DEPOSIT) 1,000 0 1,000 1,000
    AUTOMATED GATE 26,437 1,028 25,409 25,409
    PALLET RACKS 9,200 920 8,280 8,280
    2020 NISSAN NV200 - 09638 25,993 4,332 21,661 21,661


    TY 2021 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 855,780
    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 16,984,453
    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 856,448
    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 LAKESHORE APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 13,950,000
    Balance Due 19,296,945
    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. 5
    Lender's Name HERITAGE BANK
    Lender's Title CANARY APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 1,530,000
    Balance Due 1,266,622
    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. 6
    Lender's Name HERITAGE BANK
    Lender's Title GOLDEN TERRACE
    Relationship to Insider  
    Original Amount of Loan 1,072,500
    Balance Due 887,876
    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. 7
    Lender's Name HERITAGE BANK
    Lender's Title BLUE BIRD APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 4,515,000
    Balance Due 3,737,777
    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. 8
    Lender's Name HERITAGE BANK
    Lender's Title SWAN APARTMENTS
    Relationship to Insider  
    Original Amount of Loan 3,825,000
    Balance Due 3,258,168
    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. 9
    Lender's Name HERITAGE BANK
    Lender's Title 92ND STREET BUILDING
    Relationship to Insider  
    Original Amount of Loan 1,200,000
    Balance Due 947,401
    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  

    Item No. 10
    Lender's Name HERITAGE BANK
    Lender's Title PPP LOAN
    Relationship to Insider  
    Original Amount of Loan 484,322
    Balance Due 0
    Date of Note 2020-04
    Maturity Date 2022-04
    Repayment Terms 18 MONTHLY INSTALLMENTS OF 1/18TH PRINCIPAL PLUS ACCRUED INTEREST
    Interest Rate 1.000000000000
    Security Provided by Borrower NONE
    Purpose of Loan PAYCHECK PROTECTION PROGRAM LOAN
    Description of Lender Consideration  
    Consideration FMV  


    TY 2021 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 592,724 609,405 609,405
    CONSTRUCTION IN PROGRESS 328,613 115,771 115,771
    LOC LOAN FEES AMORTIZED 0 3,067 3,067


    TY 2021 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 154,887 77,444   77,443
    INSURANCE 551,154 551,154   0
    SECURITY 372,383 37,238   0
    REPAIR AND MAINTENANCE 1,224,005 1,224,005   0
    AUTO AND MILEAGE 64,517 64,517   0


    TY 2021 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 17,163   17,163


    TY 2021 OtherIncreasesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 30,154
    CHANGE IN VALUE OF ANNUITIES 78,546


    TY 2021 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 592,724 609,405


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 5,898 5,898   0


    TY 2021 TaxesSchedule
    Name:
    OSCAR T AND OLIVANN HOKOLD FOUNDATION
    EIN:
    20-4298535
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAX 2,043,509 2,043,509   0
    FOREIGN TAX 32 32   0