TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE SOKOL FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)15300 S JOG ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DELRAY BEACH, FL33446

A Employer identification number

81-4968085

B Telephone number (see instructions)

(561) 455-0360

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$894,776J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	43,209		43,209	43,209
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...			44,829
8	Net short-term capital gain.........				6,133
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....		0
11	Other income (attach schedule).......		0
12	Total. Add lines 1 through 11........	43,209		88,038	49,342
13	Compensation of officers, directors, trustees, etc.	136,500		136,500	136,500	136,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		0
b	Accounting fees (attach schedule).......		0
c	Other professional fees (attach schedule)....		0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	8,638	8,638	8,638	8,638
19	Depreciation (attach schedule) and depletion...		0
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	8,693	8,693	8,693	8,693
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	153,831		153,831	153,831	153,831
25	Contributions, gifts, grants paid.......	78,420				78,420
26	Total expenses and disbursements. Add lines 24 and 25	232,251		153,831	153,831	232,251
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-189,042
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	75,545	63,013	63,013
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....		0
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts		0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	97,469
	b	Investments—corporate stock (attach schedule).......	403,031	List of Attached Documents: // Content 276,370	325,752
	c	Investments—corporate bonds (attach schedule).......	414,009	List of Attached Documents: // Content 502,138	506,011
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	11,476	0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	15	Other assets (describe )	0	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,001,530	841,521	894,776
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons		0
	21	Mortgages and other notes payable (attach schedule)......		0
	22	Other liabilities (describe )	0	0
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,001,530	841,521
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,001,530	841,521
	30	Total liabilities and net assets/fund balances (see instructions).	1,001,530	841,521

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,001,530

Enter amount from Part I, line 27a .....................

-189,042

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

44,831

Add lines 1, 2, and 3 ..........................

857,319

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

15,798

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

841,521

Form 990-PF (2024)

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	20,000 - AMERICAN EXPRESS CO NOTE 3.95%	P	2023-06-29	2024-02-23
b	8.771 SHRS - BARON OPPORTUNITY FUND	P	2024-03-28	2024-08-15
c	84 SHRS - CAPITAL GROUP INTL FOCUS EQUITY	P	2023-07-20	2024-01-10
d	10,000 - CITIGROUP INC NOTE 3.40%	P	2023-04-20	2024-02-23
e	687.636 SHRS - COLUMBIA MORTGAGE OPPORTUNITIES	P	2023-11-02	2024-08-15
	121.359 SHRS - COLUMBIA MORTGAGE OPPORTUNITIES	P	2023-11-02	2024-10-17
	23.96 SHRS - COLUMBIA SELIGMAN TECH & INFO	P	2023-10-16	2024-08-15
	2,521.621 SHRS - DOUBLELINE TOTAL RETURN BOND FD	P	2024-01-01	2024-05-03
	20,000 DUKE ENERGY CORP NOTE	P	2023-06-29	2024-02-23
	363 SHRS - FIRST TR ETF FD VIII	P	2023-05-09	2024-01-09
	10,000 - GOLDMAN SACHS GROUP INC NOTE 3.00%	P	2023-04-20	2024-02-23
	9 SHRS - ISHARES TR US MED DVC ETF	P	2024-02-08	2024-08-15
	38 SHRS - JANUS DETROIT STR TR HENDERSON AAA	P	2024-01-23	2024-08-15
	343.195 SHRS - JANUS HENDESON MULTI-SECTOR INCOME	P	2023-11-02	2024-04-12
	192.272 SHRS - JANUS HENDESON MULTI-SECTOR INCOME	P	2023-11-02	2024-08-15
	115.075 SHRS - JANUS HENDESON MULTI-SECTOR INCOME	P	2023-11-02	2024-10-17
	20,000 - JOHN DEERE CAPITAL CORP MTN 3.40%	P	2023-06-29	2024-02-23
	600.522 SHRS - LORD ABBETT SHORT DURATION INCOME	P	2023-11-02	2024-04-12
	331.783 SHRS - LORD ABBETT SHORT DURATION INCOME	P	2023-11-02	2024-08-15
	20,000 - MAGELLAN MIDSTREAM PRTN LP NOTE 3.20%	P	2023-06-29	2024-02-23
	20,000 - MORGAN STANLEY 3.95% NOTE	P	2023-06-30	2024-02-23
	20,000 - NEXTERA ENERGY CAP HLDGS BOND 3.55%	P	2023-06-29	2024-02-23
	788.235 SHRS - PGIM CORE BOND	P	2023-07-27	2024-04-12
	83.798 SHRS - PGIM SECURITIZED CREDIT	P	2024-05-03	2024-08-15
	20,000 - US BANCORP MTN 3.10%	P	2023-06-09	2024-02-23
	8 SHRS - VANGUARD TOTAL STK MKT	P	2023-10-13	2024-01-19
	7 SHRS - VANGUARD TOTAL STK MKT	P	2023-10-13	2024-08-15
	20,000 - WASTE MGMT INC NOTE	P	2023-06-30	2024-02-23
	10,000 - WILLIAMS COS INC NOTE 3.50%	P	2023-04-20	2024-02-23
	134 SHRS - ARK ETF INNOVATION ETF	P	2022-08-19	2024-03-28
	420.168 SHRS - BLACKROCK STRATEGIC INCOME OPPORTUNITIES	P	2022-01-01	2024-11-26
	10,000 - BOEING CO NOTE 4.875	P	2023-11-09	2024-12-20
	105 SHRS - CAPITAL GROUP INTL FOCUS EQTY	P	2023-07-20	2024-08-15
	18 SHRS - CAPITAL GROUP INTL FOCUS EQTY	P	2023-07-20	2024-10-17
	235 SHRS - CAPITAL GROUP INTL FOCUS EQTY	P	2023-07-20	2024-11-08
	158.831 SHRS - CLEARBRIDGE LARGE CAP GROWTH	P	2018-12-07	2024-01-19
	109.959 SHRS - CLEARBRIDGE LARGE CAP GROWTH	P	2018-12-07	2024-01-31
	175.747 SHRS - CLEARBRIDGE LARGE CAP GROWTH	P	2018-12-07	2024-11-26
	859.951 SHRS - COLUMBIA MORTGAGE OPPORTUNITIES	P	2023-11-02	2024-11-26
	6.385 SHRS - COLUMBIA SELIGMAN TECH & INFO	P	2023-10-16	2024-10-17
	86.881 SHRS - GOLDMAN SACHS GQG PARTNERS INTL OPP	P	2022-03-16	2024-10-17
	172.093 SHRS - GOLDMAN SACHS GQG PARTNERS INTL OPP	P	2022-03-16	2024-11-26
	546 SHRS - INVESCO ETF BULLISH 2024	P	2022-10-06	2024-01-23
	529 SHRS - INVESCO ETF BLS	P	2022-10-06	2024-01-23
	12 SGRS - INVESCO ETF S&P 500 EQL	P	2021-01-08	2024-01-19
	41 SGRS - INVESCO ETF S&P 500 EQL	P	2021-01-08	2024-01-31
	6 SGRS - INVESCO ETF S&P 500 EQL	P	2021-01-08	2024-08-15
	93 SHRS - ISHARES TR AWARE MSCI USA ETF	P	2022-11-15	2024-01-31
	157 SHRS - ISHARES TR AWARE MSCI USA ETF	P	2022-11-15	2024-02-05
	579.374 SHRS - JANUS HENDERSON MULTI-SECTOR INCOME	P	2023-11-02	2024-11-26
	1120 SHRS - M+ FDS TR BUFFER 200/20SER 9-1	P	2022-10-28	2024-04-30
	197.848 SHRS - PGIM CORE BOND	P	2023-07-27	2024-08-15
	113.766 SHRS - PGIM CORE BOND	P	2023-07-27	2024-10-17
	59.795 SHRS - PRIMECAP ODYSSEY STOCK FUND	P	2019-12-17	2024-01-10
	67.221 SHRS - PRIMECAP ODYSSEY STOCK FUND	P	2019-12-17	2024-08-15
	73.10 SHRS - PRIMECAP ODYSSEY STOCK FUND	P	2020-12-15	2024-11-26
	72 SHRS - SELECT SECTOR SPDR TR ENERGY	P	2022-01-19	2024-02-23
	7 SHRS - SELECT SECTOR SPDR TR ENERGY	P	2022-01-19	2024-08-15
	52 SHRS - SELECT SECTOR SPDR TR FINANCIAL	P	2021-07-16	2024-01-10
	2 SHRS - SELECT SECTOR SPDR TR FINANCIAL	P	2021-07-16	2024-08-15
	64 SHRS - SELECT SECTOR SPDR TR FINANCIAL	P	2022-01-19	2024-08-15
	20 SHRS - SELECT SECTOR SPDR TR FINANCIAL	P	2022-01-19	2024-10-17
	50 SHRS - SPDR GOLD TR GOLD SHRS	P	2017-05-24	2024-06-07
	37 SHRS - SPDR SER TR S&P BIOTECH	P	2017-06-08	2024-01-10
	72 SHRS - SPDR SER TR S&P BIOTECH	P	2017-06-08	2024-02-08
	80 SHRS - VANECK ETF MORNINGSTAR WDE MOAT	P	2023-10-11	2024-11-26
	63 SHRS - VANGUARD INDEX FDS VALUE ETF	P	2017-08-18	2024-01-17
	99 SHRS - VANGUARD INDEX FDS VALUE ETF	P	2021-07-16	2024-01-17
	21 SHRS - VANGUARD S&P500 VALUE INDEX	P	2022-02-10	2024-08-15
	10 SHRS - VANGUARD S&P500 VALUE INDEX	P	2022-02-10	2024-10-17

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	19,644	19,399	245
b	394	380	14
c	1,988	2,013	-25
d	9,625	9,654	-29
e	5,673	5,156	517
	1,000	911	89
	3,623	2,990	633
	21,626	21,061	565
	18,426	18,100	326
	11,885	10,785	1,100
	9,977	9,813	164
	511	511	0
	1,925	1,922	3
	2,900	2,821	79
	1,667	1,582	85
	1,000	947	53
	19,583	19,391	192
	2,300	2,277	23
	1,284	1,258	26
	19,488	19,143	345
	19,279	18,967	312
	19,074	18,848	226
	6,700	6,768	-68
	812	811	1
	19,135	18,554	581
	1,915	1,708	207
	1,904	1,494	410
	17,333	17,184	149
	9,034	9,124	-90
	6,751	6,177	574
	4,000	4,073	-73
	10,000	9,852	148
	2,738	2,517	221
	479	431	48
	6,115	5,632	483
	10,000	8,048	1,952
	7,000	5,571	1,429
	14,000	8,905	5,095
	7,000	6,460	540
	1,000	797	203
	2,000	1,572	428
	3,700	3,114	586
	10,543	10,232	311
	10,622	10,204	418
	1,870	1,574	296
	6,478	5,379	1,099
	1,021	787	234
	9,967	8,222	1,745
	17,026	13,880	3,146
	5,000	4,771	229
	13,550	11,476	2,074
	1,747	1,699	48
	1,000	977	23
	2,090	1,840	250
	2,617	2,069	548
	2,990	2,247	743
	6,195	4,656	1,539
	634	453	181
	1,963	1,893	70
	87	73	14
	2,783	2,540	243
	955	794	161
	10,609	5,980	4,629
	3,410	2,648	762
	6,418	5,152	1,266
	7,871	6,051	1,820
	9,274	6,083	3,191
	14,574	13,621	953
	3,841	3,192	649
	1,940	1,520	420

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	0	0	0	245
b	0	0	0	14
c	0	0	0	-25
d	0	0	0	-29
e	0	0	0	517
	0	0	0	89
	0	0	0	633
	0	0	0	565
	0	0	0	326
	0	0	0	1,100
	0	0	0	164
	0	0	0	0
	0	0	0	3
	0	0	0	79
	0	0	0	85
	0	0	0	53
	0	0	0	192
	0	0	0	23
	0	0	0	26
	0	0	0	345
	0	0	0	312
	0	0	0	226
	0	0	0	-68
	0	0	0	1
	0	0	0	581
	0	0	0	207
	0	0	0	410
	0	0	0	149
	0	0	0	-90
	0	0	0	574
	0	0	0	-73
	0	0	0	148
	0	0	0	221
	0	0	0	48
	0	0	0	483
	0	0	0	1,952
	0	0	0	1,429
	0	0	0	5,095
	0	0	0	540
	0	0	0	203
	0	0	0	428
	0	0	0	586
	0	0	0	311
	0	0	0	418
	0	0	0	296
	0	0	0	1,099
	0	0	0	234
	0	0	0	1,745
	0	0	0	3,146
	0	0	0	229
	0	0	0	2,074
	0	0	0	48
	0	0	0	23
	0	0	0	250
	0	0	0	548
	0	0	0	743
	0	0	0	1,539
	0	0	0	181
	0	0	0	70
	0	0	0	14
	0	0	0	243
	0	0	0	161
	0	0	0	4,629
	0	0	0	762
	0	0	0	1,266
	0	0	0	1,820
	0	0	0	3,191
	0	0	0	953
	0	0	0	649
	0	0	0	420

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	44,829
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 ...................		3	6,133

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	0
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	0
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	0
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a
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

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Yes

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

COREY E LEVINE CPA PA Telephone no. right arrow

(561) 455-0360

Located at right arrow

15300 S JOG ROAD 208DELRAY BEACHFL ZIP+4 right arrow

33446

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, 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 right arrow

Form 990-PF (2024)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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-)
COREY E LEVINE	EXEC. DIRECTOR,PRES. 30.00	50,000
6807 COBIA CIRCLE BOYNTON BEACH,FL33437	EXEC. DIRECTOR,PRES. 30.00	50,000
TAMI FEIERSTONE	SEC/TREASURER 30.00	12,500
3721 MIRAMONTES CIRCLE WELLINGTON,FL33414	SEC/TREASURER 30.00	12,500
MARTIN MALLINGER	V.P. 30.00	50,000
7284 W PALMETTO PARK ROAD Suite 302 BOCA RATON,FL33432	V.P. 30.00	50,000
LANNY MARKS	DIRECTOR 5.00	6,000
6511 TIMBER LANE BOCA RATON,FL33433	DIRECTOR 5.00	6,000
ARNE SALKIN	DIRECTOR 5.00	6,000
24 HUDSON AVENUE 41 WEST ORANGE,NJ07052	DIRECTOR 5.00	6,000
MARGARET ANDERSON	DIRECTOR 5.00	6,000
120 SE 5TH AVENUE 327 BOCA RATON,FL33432	DIRECTOR 5.00	6,000
HOWARD FINKELSTEIN	DIRECTOR 5.00	6,000
10448 DUNHURST COURT LONGWOOD,FL32779	DIRECTOR 5.00	6,000

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
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

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
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

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	NONE	0
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......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

875,285

Average of monthly cash balances.......................

77,589

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

952,874

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

952,874

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

14,293

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

938,581

Minimum investment return. Enter 5% (0.05) of line 5................

46,929

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2024 from Part V, line 5 .......

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

232,251

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

232,251

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......	8,568,481
b From 2020......	778,993
c From 2021......	380,091
d From 2022......	380,446
e From 2023......	343,989
f Total of lines 3a through e ........		10,452,000
4Qualifying distributions for 2024 from Part
XI, line 4: $ 232,251
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....
e Remaining amount distributed out of corpus		232,251
5 Excess distributions carryover applied to 2024.
(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		10,684,251
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		8,568,481
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		2,115,770
10 Analysis of line 9:
a Excess from 2020....	778,993
b Excess from 2021....	380,091
c Excess from 2022....	380,446
d Excess from 2023....	343,989
e Excess from 2024....	232,251

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total
	0	0	0	0	0
b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....	232,251	343,989	380,446	380,091	1,336,777
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 ....	232,251	343,989	380,446	380,091	1,336,777
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	894,776	1,068,119	1,309,257	1,801,882	5,074,034
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	894,776	1,068,119	1,309,257	1,801,882	5,074,034
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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BRYANT UNIVERSITY 1150 DOUGLAS PIKE SMITHFIELD,RI02917		501(c)(3)	GENERAL PURPOSE	25,000
FLORENCE FULLER CHILD DEVELOPMENT FDN 200 NE 19TH STREET BOCA RATON,FL33432		501(c)(3)	GENERAL PURPOSE	5,000
JACK & JILL LATE STAGE CANCER FDN 75 REMITTANCE DRIVE CHICAGO,IL60675		501(c)(3)	GENERAL PURPOSE	3,600
GEORGE SNOW SCHOLARSHIP FUND INC 201 PALZA REAL BOCA RATON,FL33432		501(c)(3)	GENERAL PURPOSE	2,520
BEST FOOT FORWARD FOUNDATION 9080 KIMBERLY BLVD BOCA RATON,FL33434		501(c)(3)	GENERAL PURPOSE	5,500
PALM BEACH SCHOOL FOR AUTISM 8480 LANTANA ROAD LAKE WORTH,FL33467		501(c)(3)	GENERAL PURPOSE	3,000
CHESED FOUNDATION INC 9858 CLINT MOORE RD BOCA RATON,FL33498		501(c)(3)	GENERAL PURPOSE	2,500
BOCA RATON REGIONAL HOSPITAL FOUNDATION 745 MEADOWS ROAD BOCA RATON,FL33486		501(c)(3)	GENERAL PURPOSE	5,000
GREATER GOOD CHARITIES 301 UNION STREET SEATTLE,WA98111		501(c)(3)	GENERAL PURPOSE	1,500
JUNIOR ACHIEVEMENT 1130 COCONUT CREEK BLVD COCONUT CREEK,FL33066		501(c)(3)	GENERAL PURPOSE	5,000
FRIENDS OF THE IDF 60 E 42ND STREET NEW YORK,NY10165		501(c)(3)	GENERAL PURPOSE	1,800
BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON,FL33432		501(c)(3)	GENERAL PURPOSE	10,000
MIZNER PARK CULTURAL ARTS ASSN INC 201 PLAZA REAL BOCA RATON,FL33432		501(c)(3)	GENERAL PURPOSE	1,500
THE CRAYON INITIATIVE 155 RAILROAD AVE DANVILLE,CA94526		501(c)(3)	GENERAL PURPOSE	2,500
MELISSA VOSBURG INC 792 WHOOPING CRANE COURT SANFORD,FL32771		501(c)(3)	GENERAL PURPOSE	4,000
Total ................................. 3a				78,420

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities ....			14	43,209
5 Net rental income or (loss) from real estate:
aDebt-financed property......
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 ............
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				43,209

13Total. Add line 12, columns (b), (d), and (e)..................

43,209

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SEE ATTACHED	502,138	506,011

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SEE ATTACHED	276,370	325,752

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Description	Amount
BASIS ADJUSTMENT FOR ASSETS SOLD	15,798

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK CHARGES	3	3	3	3
FILING FEES	61	61	61	61
INSURANCE	732	732	732	732
INVESTMENT ADVISORY FEES	5,978	5,978	5,978	5,978
MEMBERSHIPS & DUES	250	250	250	250
PAYROLL SERVICE FEES	1,508	1,508	1,508	1,508
POSTAGE	161	161	161	161

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Description	Amount
CAPITAL GAINS	44,827
WASH SALE LOSSES	4

- TIN:

TY 2024 TaxesSchedule

Name:

THE SOKOL FOUNDATION INC

EIN:

81-4968085

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX ON INVESTMENT INCOME	32	32	32	32
PAYROLL TAXES	8,606	8,606	8,606	8,606