990 return ofprivate foundation -pf orsection4947(a)(1...

Return of Private Foundation OMB No 1545-0052

Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust ODepartment of theT,eai,ry w Treated as a Private Foundation

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For calendar year 2012 or tax year beginning , and ending

Name of foundation A Employer identification number

SOKOLOF GRANDCHILDREN CHARITABLEFOUNDATION 20-6423564

Number and street (or P 0 box number if mail is not delivered to street address) Room/swte B Telephone number

.9740 BRENTWOOD ROAD 402-392-0816City or town, state , and ZIP code C If exemption application is pending , check here

OMAHA, NE 68114

G Check all that apply. Initial return Initial return of a former public charity D 1. Foreign organizations, check here ..... ►Final return Amended return

Name changeAddress chan geD2. Foreign organizations meeti ng 85% test, ►

check here and attach computation

H Check type of organization: OX Section 501(c)(3) exempt private foundation E If private foundation status was terminated0 Section 4947(a )( 1 ) nonexempt charitable trust = Other taxable p rivate foundation under section 507(b)(1)(A), check here ...

I Fair market value of all assets at end of year J Accounting method: 0 Cash LJ Accrual F If the foundation is in a 60-month termination

(from Part ll, col. (c), line 16) = Other (specify) under section 507(b)(1)(B), check here

► $ 10 , 0 6 4 , 8 6 9 • (Part 1, column (d) must be on cash basis.)Analysis of Revenue and Exp enses

f Je#(a) Revenue and (b) Net investment (c) Adjusted net ( d ) Disbursements

(The total of amounts in columns (b), (c), and (d) may notnecessarily equal the amounts In column (a)) expenses per books income income for chantable purposes

(cash basis only)

1 Contributions, gifts, grants, etc., received ,.:?

S'01 102

2 Blhetountla4onlsnotlequheOtoaGachSch.B- }}ti:>.i

^;{,r ffi' •i• f}4,.4,'}i,4,.\•: f••}•i{i•}

^..Y:.;;;;.;`c`•'^^^r{re

..

Interest on eavmgs and temporarycash Investments

" .<.^< x•}:::.•.::}}:}:}> ::<

4 Dividends and interest from securities ,,,,,,, 275,252. 275,252.

5a Gross rents

b Net rental income or (loss) :• w • ; .. 3 "` ::tr { :'o w

6a Net gain or (loss) from sale of assets not online 10 166 , 970 . :;• ::;%}4':? }: •{+{;,•:, . ;, ;•

p

::,,,{.} :.yrrr p:}:• :fn% j ,s•' ;; :...;. - r----

IC

Gross sales rice for allp 3 548 055.fbSi ` 0.° tii4::: +. r,fi; }•\•:?::•:'}i•

;.}•. p:.. W'•k y \+

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• •\.+v.?r}:;}. • 4 Fi{4v,

}Ytif• : •

4' 4 ;•\

3.ri » erràssets on line ea .....

Capital gain net income (from Part IV, line 2)7

..,.

\ `w`44 4}y44 j ''.. `\\ \C^ +7/H:::•:.`

.

166 , 970 . i•S{..l :nN

4 ,\^` ;h,'`• •

Qterm capital gam8 Net short ....

:444 \r}}} , •n:::. v

, vr/'{•M1V , 'r%vvv:`4 ... r r ;.'•,.:;:``'.%1*

WE f+i. .: f:< ..w:}` .} \\M1`:•<\\}},: ?J,fr{ :^ vj`rfy

f'l{f^frf.;?;•.;•;;•,*;;; {•x:,;?}f

9 Income modifications . wmf z::':<•^:•::::K::x%:::2Cr `:::/t,}\Ca}•'•,;:;;; !, 2i.•}: Êvv<t'Gross sales less returns

108 end ellowencea -•- - -

rr: frr•:.,•.:::::::.+.:.}.::::: ............^ c• i•} w.•. •f{:.\k •^^••::•:::}:. `:..., . :. '^ Vii''

..;. ::.}rf. w•. J?^po-}?': .. },,. ,...• :. •: •• .

b Less Coat of goods sold {rf7 }:Jrf e:<; :..:,•::^.k

ti. ..v44•',::^^ .• ^tii';: 'f'

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F,, \}ri:•::. ::}.:r•^;^:.:' • /.w: •:^?:#^^ }.,,•^• } . t ,îr:

$ri 4•}'.4+{0`: \\ \ \.::. ^ ..« }tom: ^

C Gross profit or (loss) , ..,... <• :}•: • : •:...... r<fr:

11 Other income ........... ..... ..

12 Total. Add lines lthrou h11 ............... 442 , 222 . W21%i1jrF::ti i• $^ i•.a"'f•'i.4 •^rf^

13 Compensation of officers , directors , trustees , etc. 0. 0. 0.

14 Other employee salaries and wages -

15 Pension plans, employee benefits .......16a Legal fees ...... ... ...... .. ... ... ..

.TMT.b Accounting fees ............... S 2. . 4,485. 4,485. 0.c Other professional fees ..... STMT.. 3_ 43,773. 38,689. 5,084.

17 Interest ..

18 Taxes, STMT 4_ 4,425• 3,299• 0.1

9 Depreciation and depletio n r ------ -T

+ ^,^,^,^<. ... ••î tiLV I V0 Occupancy .. .......

21 Travel, cionfelrences, and meebng^--. U

^22 PnntingladlpublicâUons2.5 2013 , J (i

C 23 Other expenses . .. ........... .

CL

24 Total operatingandadmiinnistrati1e,T

expenses .. Add-lines13-through-23 , 1 52,683. 46,473. 5,084.0 25 Contributions, gifts, grants paid ............. . 492 , 500. :: .f ^::.:'';wr:. ^,â;^: ,..;^^ ??a:^.;

::.•;}%' K4r`.`{,°w^,,,^^.<••:. i. 492 50026 Total expenses and disbursements.

Add lines 24 and 25 .......... ........ 545 183. 46 , 473. 497 584.27 Subtract line 26 from line 12: };5,.,>, {t a^ [ f 'MOMv {^ v vo11.11

am-monExcess of revenue over expenses and disbursements 10 2 9 6 1 ;3' ' <v r :. ti'}:• ; '

b Net Investment income (if negative , enter -o- ) ........a::. •'}r:::::.:: .r

:.,;:1 \\`:•}:•}:•::••:::::•:}iii{ r^^ 3 9 5 , 74 9} xf.' c}{;

r ^• ^}r

vv4 i^ 101 1M .•}:

c Ad'usted net income If negati ve, antor-a : v: +,A'::• • .•, :'f ::.::: N/A <.'>}:.::..223501,-n 1I LHA For Paperwork Reduction Act Notice . see instructions . Form 990-PF (2012)

I 1

SOKOLOF GRANDCHILDREN CHARITABLEFnrm OOr1-PF Mn191 FOUNDATION 20-6423564 Panne

„••f• , Allied schedules andamountsInthedescriptionB l Sh tBeginning of year End of year

a ance ee s column should beforend-ofj aramountsonry (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest-bearing--- --- ---------- .... 149. 149. 149.

2 Savings and temporary cash investments ........... ......... ... 182,475. 197, 135 . 197, 135 .

3 Accounts receivable 01 ` ••.4 % k f4 %.4 / 1. ~ f^{iv}•}. w-0OY}f^'+`"' /^py

Less: allowance for doubtful accounts ►4 Pledges receivable ►

•'w .?1

:: fvWEN.

Less allowance for doubtful accounts ►5 Grants receivable ..............

6 Receivables due from officers, directors, trustees, and other

disqualified persons ........ ------

7 other notes andloans recelwble ► MMOW Lt ' { M.

v:::'n?^\ ` ``Yi'rki :: ti::i:?:}:\` Iini iC•r i.:•:. }.v %\„ „........ t } . '4 .

Less: allowance for doubtful accounts ►8 Inventories for sale or use .......... ....... ........

9 Prepaid expenses and deferred charges ...... ......10a Investments - U.S. and state government obligations ......

b Investments - corporate stock .. STMT ... 9, 853, 581. 9, 735, 960. 9, 867, 585.

c Investments - corporate bonds .. .......

11 Inwestrnmts Ian buildings , and eclipment basis ► :'''" 4 4 ?MA IA.,

Law, accumulated depreciation ..... ►

12 Investments - mortgage loans ......13 Investments - other ------ ....... ...... ..... ...

14 Land, buildings, and equipment. basis ► {; :: w £ : f „ ' . .

Less. accumulated depmclabon ... ►

15 Other assets (describe ► )

16 Total assets to be completed by all filers-- ---- --- -- - 10 , 036 , 205. 9 , 933 , 244. 10,064 869.

w

17 Accounts payable and accrued expenses

18 Grants payable19 Deferred revenue

?: •i {••• `<`' ':

%{>:':•.{ '•-.

20 Loans from officers , directors, trustees , and other disqualified persons -- '•^:.

w 21 Mortgages and other notes payable ........... }'4'

22 Other liabilities (describe ►

23 Total liabilities (add lines 17 throw h 22 )

Foundations that follow SFAS 117, check here ►and comp lete lines 24 throu g h 26 and lines 30 and 31 .

24 Unrestricted .......... .. . ..... ... .......

25 Temporarily restricted }m 26 Permanently restricted

Foundations that do not follow SFAS 117, check here ► X-M

and complete lines 27 through 31 .

0 0•,.•}.• 4 fr r f:.

27 Capital stock, trust principal, or current funds . • ss / ':`•• `•:

28 Paid-in or capital surplus, or land, bldg., and equipment fund 0.

036 2050 •

9 933 24•' `' '.:•:+ v

a 29 Retained earnings, accumulated income, endowment, or other funds 10, , . , ,

Z 30 Total net assets or fund balances ... ----- -- ... 10,036,205. 9,933,244 •

31 Total liabilities and net assets and balances . ...... ........ 10 , 036 , 205. 9 , 933 , 244 . : } }

Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30

(must agree with end-of-yearfigure reported on prior year's return) , .......

2 Enter amount from Part I, line 27a

3 Other increases not included in line 2 (itemize) ►4 Add lines 1, 2, and 3

5 Decreases not included in line 2 (Itemize) ►

111 10,036,205.2 -102,961.p v •

4 9,933,244...•

9,933,244•Form 990-PF (2012)

22351112-05-12

2

SOKOLOF GRANDCHILDREN CHARITABLEForm 990-PF (2012) FOUNDATION 20-6423564

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

D-- DonationPurchase

(c Date acquired(mo., day , yr)

( d) Date sold(mo., day, yr.)

la LONG TERM CAPITAL GAIN DISTRIBUTIONS P 01/01/07 12/31/12b PUBLICLY TRADED SECURITIES - VARIOUS DATES P 01/01/12 12/26/12

c PUBLICLY TRADED SECURITIES - VARIOUS DATES P 01/01/07 12/26/12

d

e

(e) Gross sales price ( f) Depreciation allowed(or allowable )

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus (f) minus (g)

a 12,155. 12,155.b 317,347. 302,815. 14,532.c 3,218,553. 3,078,270. 140,283.d

eComplete only for assets showing gain in column (h) and owned by the foundation on 12/31 /69 (1) Gains (Col. (h) gain minus

(i) F.M.V. as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of col. (i)over col . (j), if any

col ( k), but not less than -0-) orLosses (from col. (h))

a 12,155.b 14,532.C 140,283.d

e

2 Capital gain net income or (net capital loss)If gain, also enter in Part I, line 7

enter -0- in Part I, line 7 ...........If (loss )2

166,970.

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).If (loss ), enter -0- in Part I line 8 .......... . ... .. ............ .. ..... ... 3 N/A

phi Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period ? ............. • ..... . fl Yes 0% No

If "Yes,* the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year ; see the instructions before making any entries

Base period yearsCalendar ear or tax year beg innin g in )

(b)Adjusted qualifying distributions

(c)Net value of noncharitable-use assets

Distribution ratio(col. (b) divided by col. (c))

2011 474,934. 10,119,530. .0469322010 416,849. 9,569,561. .0435602009 499,451. 8,357,755. .0597592008 555,087. 10,343,349. .0536662007 548 337. 11 803 297. .046456

2 Total of line 1, column (d) ........ .... 2 .250373

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5,

the foundation has been in existence if less than 5 years

or by the number of years

.............. 3 .050075

4 Enter the net value of noncharitable -use assets for 2012 from Part X , line 5 ......... ............ ...... . ..... ...... 4 9,895,507.

5 Multiply line 4 by line 3 ......... ........ 5 495,518 .

6 Enter 1 % of net investment income ( 1 % of Part I, line 27b ) .. .- .............. 8 3 , 957 .

7 Add lines5and6 ................ ..... 7 499,475.

8 Enter qualifying distributions from Part XII, line 4 --------------- .. ........ . . .. ........ .... . ............... 8 4 9 7 , 5 8 4 .

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rateSee the Part VI instructions.

223521 12 -05-12 Form 990-PF (2012)3

SOKOLOF GRANDCHILDREN CHARITABLE

`orm990-PF (2012) FOUNDATION 20-6423564

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

1 a Exempt operating foundations described in section 4940(d)(2), check here ►0 and enter "WA' on line 1. °^ .<. .

Date of ruling or determination letter: (attach copy of letter if necessary-see instructions ) > ` f 0y

b Domestic foundations that meet the section 4940 (e) requirements in Part V, check here ►0 and enter 1% 1 7,915.

of Part I , line 27b . . ... ... .. .......... . ...... ................ ......... y f < %i'.

c All other domestic foundations enter 2% of line 27b . Exempt foreign organizations enter 4% of Part I, line 12, col . (b) jj{;+;`•::

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 7,915.

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 7,915 .......... ......... .

6 Credits/Payments :

a 2012 estimated tax payments and 2011 overpayment credited to 2012 .. .. -- 6a 3r000 ^:<:` •/^:: ;••:^.>kv

b Exempt foreign organizations - tax withheld at source .... ... ''''

c Tax paid with application for extension of time to file (Form 8868) ..... ........ 6c \:'•%

d Backu p withholdin g erroneously withheld tid <;{ A'w ....

7 Total credits and payments. Add lines 6a through 6d ...................... .... . ... .. .. ......... ........ . .. 7 3,000.

8 Enter any penalty for underpayment of estimated tax. Check here OX 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 4,915.

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 2013 estimated tax ► Refunded ► 11

;phi' • Ems; Statements Regarding Activities1 a During the tax year , did the foundation attempt to influence any national , state, or local legislation or did it participate or intervene in Yes No

any political campaign? .. ....... .. ............ ............. ... . .......... ........ ..... . ....... ......................... 1 a X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? ................ 1 b X

If the answer is " Yes" to laor lb, attach a detailed description of the activities and copies of any materials published or '''#''r f #

distributed by the foundation in connection with the activities .

c Did the foundation file Form 1120-POL for this year' ......... ...... . .. ...................... 1 c X: ¢ Y

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

(1 ) On the foundation ► $ 0 . (2 ) On foundation managers . ► $

e Enter the reimbursement ( if any) paid by the foundation during the year for political expenditure tax imposed on foundation •.:..:: `"vr

managers ► $ 0.

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? .... ....... ...... ........... 2 X

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 X

4a Did the foundation have unrelated business gross income of $ 1,000 or more during the year? . ... ................. 4a X

b If "Yes ," has it filed a tax return on Form 990-T for this year? .•...... .... ....... . ..... ................ N/A 4b

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

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

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 instrument9 .............. 6 X- .............. ........ ........ . .........7 Did the foundation have at least $5,000 in assets at any time during the year? ........ ... .... . ......... . ............... 7 X

If "Yes, " complete Part ll, col. (c), and Part XV. :;'?%'

8a Enter the states to which the foundation reports or with which it is registered (see instructions ) ► : + ^

NE

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 X

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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)? If "Yes, " complete Part XIV ..... . . ...... 9 X

10 Did any persons become substantial contributors during the tax ear? If -Yes' attach a schedule listing their names and addresses 10 X

Form 990-PF (2012)

22353112-05-12

4

SOKOLOF GRANDCHILDREN CHARITABLE'orm 990-PF 2012 FOUNDATION 20-6423 564

If< . ~v 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 X

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 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ,,,,, --„ 13 X

Website address ► N/A14 The books are in care of ► MARK JAVITCH Telephone no ► 402-393-3893

Located at ► 9 7 4 0 BRENTWOOD ROAD, OMAHA, NE ZIP+4 ►6 8 11415 Section 4947 (a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ................ ...... ..... ...... .. ►Q

and enter the amount of tax-exempt interest received or accrued during the year .. ... -- ---- ------------------ - ► 15 N/A

16 At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over a bank, Yes Nosecurities, or other financial account in a foreign country..................

j

16

See the instructions for exceptions and filing requirements for Form TD F 90-221 If 'Yes," enter the name of the foreign

count ►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. .f' 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? . ..... ..- =Yes No

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) { kS i+

a disq ual ified person ? ,,, Yes EXI No

(3) Furnish goods , services , or facilities to ( or accept them from ) a disqualified person? „ ,,,, ,,,,.. Yes M No f(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? .. . ,,, Yes K No .iS::•m• v . viAf

Y

•^;^' {, r{A

(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 )?. ... - ---------- , Yes 0 No

(6) Agree to pay money or property to a government officials (Exception . Check 'No' S \\ . "'f {f

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 .) .... ..... ....... ... Yes 0 No\4\:::.f .:.

b If any answer is "Yes'to l a(l)-(6), did any of the acts fail to qualify under the exceptions described in Regulations av^ y

section 53 .4941(d )-3 or in a current notice regarding disaster assistance (see instructions )? . . .. ................. ........ N/A 1b

Organizations relying on a current notice regarding disaster assistance check here .............. ► {*''':'r:ff^... ........ . ....

c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected

before the first day of the tax year beginning in 2012?------------ - - - - - - - - - - - - - - - - - - - - - - - - - - - - .......... . - . . . . . . . . . . . . . . . . 1 c X

2 Taxes on failure to distribute income (section 4942 ) (does not apply for years the foundation was a private operating foundation ''~^ wdefined in section 4942 (j)(3) or 4942 (j)(5))- { % .

a At the end of tax year 2012 , did the foundation have any undistributed income (lines 6d and 6e , Part XIII ) for tax year(s) beginning ff '.`•' '" '

before 2012? ......... ............. .................. ...... ...... .... . ...... . Yes 0 NoIf 'Yes," list the years ►

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 .) .... ... .. . .................... ...... ....... ...... ....... ... ............. .. N/A -- 2bc If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here . w : '..~4

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time ,. ~~during the year? . ...................... ...... .... . • ---- • ....... ......... 0 Yes 0 No

{ {

b If "Yes ," did it have excess business holdings in 2012 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,S k+• 'rr F ^ff \\^'

Form 4720, to determine if the foundation had excess business holdings in 2012.) . ...... . ................... . N. / A... 3b

4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . ....... ................ 4a X

b Did the foundation make any investment in a prior year (but after December 31, 1969 ) that could jeopardize its charitable purpose that ;!+`+ ,f,.+'A„^k''X

Form 990-PF (2012)

22354112-05-12

5

SOKOLOF GRANDCHILDREN CHARITABLEFOUNDATION 20 -6423564

j1 Statements Regarding Activities for Which Form 4720 May Be Required (continued):.{

5a During the year did the foundation pay or incur any amount to'(1) Carry on propaganda , or otherwise attempt to influence leg islation (section 4945 (e ))• .............? ...... ...... D Yes EXI Na(2) Influence the outcome of any specific public election (see section 4955); or to carry on , directly or indirectly , k' ` " ;•:•">

any voter registration drive? ............. Yes 0Nof

(3) Provide a grant to an individual for travel , study , or other similar purposes9 ................ . ....... Yes 0 No

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

509(a )( 1), (2), or (3 ), or section 4940(d)(2)? ...... ...... .......... ..... ............ ....... 0 Yes 0 No

(5) Provide for any purpose otherthan religious , charitable, scientific , literary , or educational purposes, or for •. {

the prevention of cruelty to children or animals' _ ... ..... 0 Yes 0 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 )? . .. .... __...... _______ _ N/A___ 5b

Organizations relying on a current notice regarding disaster assistance check here .......... ...... ► '

c If the answer is "Yes " to question 5a (4), does the foundation claim exemption from the tax because it maintained

expenditure responsibility for thegrant9 ........... ... . ....... ......... N/A......... D Yes O No

If "Yes, " attach the statement required by Regulations section 53.4945-5(o).

1Oa Did the foundation, during the year, receive any funds, directly or indirectly , to pay premiums on w : •:

a personal benefit contracts ...... ... .. Q Yes EXI No

b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contract? .......... .... .......... 6b X

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 ? ....... .. ..... • 0 Yes EXI No : ^:'.`:•':^•

In If "Vae ' Aid thn fnunrhtinn ranniva onv nrnenade nr hwo nnv not inrnma ntfrihutahla to tha tr2nc2etinn9 N/A 7h

gll, Information About Officers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation.

(a) Name and address(b) Title, and averag e

hours perweek devotedto position

(c) Compensation

(If not p aidenter -0 -

(d)conmbubomtoempoyeebeneAt Wis

cope

(e) Expenseaccount, otherallowances

JENNIFER JAVITCH TRUSTEE3131 EXCELSIOR BLVD #401MINNEAPOLIS, MN 55416 1.00 0. 0. 0.MARK JAVITCH TRUSTEE9740 BRENTWOOD ROADOMAHA, NE 68114 1.00 0. 0. 0.RACHEL JAVITCH TRUSTEE3200 INGLEWOOD AVE S. #105ST LOUIS PARK, MN 55416 1.00 0. 0. 0.

2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE."

(a) Name and address of each employee paid more than $50,000(b) Title, and average

hours per weekdevoted to position

(c) Compensationa yh y

a,ddeb„eecomper^aton

(e) Expenseaccount, otherallowances

NONE

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

Form 990-PF (2012)

22355112-05-12

6


Information About Officers, Directors , Trustees, Foundation Managers, HighlyPaid Employees, and Contractors (continued)

3 Five highest-paid independent contractors for professional services . 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 receivin over $50 ,000 for p rofessional services .... ......... ....... ......... ...... 0I`: al b X M Summary of Direct Charitable Activities

List the foundation ' s four largest direct charitable activities during the tax year Include relevant statistical information such as thenumber of organizations and other beneficiaries served , conferences convened , research papers produced, etc.

Expenses

iTHERE ARE NO DIRECT CHARITABLE ACTIVITIES.

0.2

3

4

IMMIX Summary of Program-Related InvestmentsDescribe the two largest program -related investments made by the foundation during the tax year on lines 1 and 2 Amount

1 N/A

2

All other program-related investments . See instructions.

3

Total . Add lines 1 throw h 3 .... ... ... 0.

Form 990-PF (2012)

22358112-05-12


N 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 ........ .. .. .......... ....... ...... ...... ...... 1 s 9 , 9 0 6 , 2 8 6 •

b Average of monthly cash balances ----- ---------- .. 1 b 139,914.c Fair market value of all other assets ........ ..... ...................... ..... 1 c

d Total (add lines ia , b, and c) ........ ................ ............... ....... ....... ... .... ...... 1 d 10,046,200.

e Reduction claimed for blockage or other factors reported on lines la and

1c (attach detailed explanation ) - --------------- 1e0 • {."}''.

2 Acquisition indebtedness applicable to line 1 assets .................... . . ................. . ..... ...... ..... 2 0

3 Subtract line 2 from line l d ... ....... ....... 3 10,046,200 .4 Cash deemed held for charitable activities . Enter 1 1 /2% of line 3 (for greater amount, see instructions ) ....... ... 4 150 , 693 .

5 Not value of noncharitable -use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 •• • .•••..• • .•.. 5 9, 8 9 5 , 5 0 7 .5 Minimum Investment return . Enter 5% of line 5 .......... .. .... 6 494 , 775.

Distributable Amount (see instructions) ( Section 4942(j)(3) and (j)(5) private operating foundations and certain

foreign organizations check here ► and do not complete this part.)

1 Minimum investment return from Part X, line 6 ................. ... .... ... ....... 1 4 9 4 , 7 7 5

2a Tax on investment income for 2012 from Part VI, line 5 2a 7 , 915 ...... ..... . ...

b Income tax for 2012 (This does not include the tax from Part VI.) . 2b v¢

c Add lines 2a and 2b .... ............ ... .. ........ .. ........... ..... ..... ........ ......... 2c 7 915 .3 Distributable amount before adjustments . Subtract line 2c from line 1 ............ . ..... ........ ....... . . 3 4 8 6 , 8 6 0

4 Recoveries of amounts treated as qualifying distributions .................... .. . ...... . ...... ....... 4 0

5 Add lines 3 and 4 -- ....... ... . ............................ ....... ... .. ... ..... ...... 5 486,8606 Deduction from distributable amount (see instructions ) .............. ........... ......... .... ...... 6 0

7 Distributable amount as ad i usted. Subtract line 6 from line 5. Enter here and on Part XI II line 1 ...... ......... ...... 7 486 , 860

Qualifying Distr ibutions (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 . ................. .. . ...... ....... la 4 9 7 , 5 8 4b Program - related investments - total from Part IX-B ......... .. ................... . .. . .... ......... 1 b 0 •

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes .. ... ....... 2

3 Amounts set aside for specific charitable projects that satisfy the:

a Suitability test (prior IRS approval required ) ............................ ....... ...... ...... ....... 3a

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

4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII , line 4 . ..... ....... • 4 4 97,584.5 Foundations that qualify under section 4940(e) for the reduced rate ot•tax on net investment

income . Enter 1% of Part I, line 27b .. ............... ....... . .. ........ .. .... .. ..-- . .... 5 0 .

6 Adjusted qualifying distributions . Subtract line 5 from line 4 • ••. •• ... .. . . ................. .... .... ..... 6 497,584.Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies

4940(e) reduction of tax in those years.

for the section

Form 990-PF (2012)

22357112-05-12

8


;• Undistributed Income (see instructions)PPIit

(a) (b)Corpus Years prior to 2011

1 Distributable amount for 2012 from Part XI , ::{.`•.'<.cff

line 7 ......... .........

2 Undistributed income, if any, as of the end of 2012 • ` fff

a Enter amount for2011 only

b Total for prior years : r r

3 Excess distributions carryover , if any, to 2012 .

a From 2007

b From 2008

c From 2009

,d From 2010 f' { '}

e From 2011 xk %4

I Total of lines 3a through a 0 .

4 Qualifying distributions for 2012 from•}4 r r r f• ^?^:;:r

.. 4ti

+brie 4: 10, $ 497 ,Part XIIi

?n>l• r:•:. '• "^• w;,, ?;: +;f% {{f .

a Applied to 2011 , but not more than line 2a ...

b Applied to undistributed income of prior

- Jyears ( Election required - see instructions ) f >`' 4 4^>K'}

c Treated as distributions out of corpus

(Election required - see instructions) 0

d Applied to 2012 distributable amount

e Remaining amount distributed out of corpus 05 Excess distnbutlons carryover applied to 2012 0

(If an amount appears in column (d), the same amountmust be shown in column 5::'::•: f""'?'•'f'` ^

6 Enter 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 'k£ kk3 rtikk+' i;:pi }

line 4b from line 2b :,•• •::•• , , .• }}

c Enter the amount of prior years 'undistributed income for which a notice of

;.w.

deficiency has been issued , or on whichthe section 4942(a) tax has been previously ?. 4

ffassessed k 'd Subtract line 6c from line 6b . Taxable ; 4 , •lr;r .`.

amount - seemstructlons .... ................ %:<::.::.r:•:.,^v:::.:::x.^::v<.:::.

e Undistributed income for 2011 . Subtract lineSO 10! -

,.,

4a from line 2a. Taxable amount - see instr -. ,..ff .:::^^ • ..., •• • . ';

f Undistributed income for 2012 . Subtract

li 4d d 5 f li 1 Thi tnes an rom ne . s amount mus

be distributed in 2013 . ... ....... .- ---•+

7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1)(F) or 4942(8)(3) ............ 0 •

8 Excess distributions carryover from 2007not applied on line 5 or line 7 . . ----- 0 .

9 Excess distributions carryover to 2013.Subtract lines 7 and 8 from line 6a 0 •

10 Analysis of line 9.

a Excess from 2008

b Excess from 2009.

c Excess from 2010

d Excess from 2011kx, /fix t:::•}:.:''^::..;

22358112-05-12

(c) (d)2011 2012

486,860.

497,439.

0.

497,439.

0.

5.

0.

0.

0.

0.

486,715.

Form 990-PF (2012)

9

SOKOLOF GRANDCHILDREN CHARITABLEForm 990-PF 2012 FOUNDATION 20-642356 4

IF^^ Private Operating Foundations (see instructions and Part VII-A, question 9) N/A1 a If the foundatidn has received a ruling or determination letter that it is a private operating

foundation , and the ruling is effective for 2012 , enter the date of the ruling . . . .. 0, ^

b Check box to indicate whether the foundation is a p rivate o eratin foundation described in section . . 4942(j )(3 ) or 49420 )(5 )

2 a Enter the lesser of the adjusted net Tax year Prior 3 years

income from Part I or the minimum ( a) 2012 (b ) 2011 (c ) 2010 (d) 2009 (e) Total

investment return from Part X for

each year listed ........b 85% of line 2a .......c Qualifying distributions from Part XII,

line 4 for each year listed . .

d Amounts included in line 2c not

used directly for active conduct of

exempt activities ....... .........

e Qualifying distributions made directly

for active conduct of exempt activities.

Subtract line 2d from line 2c ._.. .....3 Complete 3a , b, or c for the

alternative test relied upon:a "Assets " alternative test - enter:

(1) Value of all assets .....

(2) Value of assets qualifyingunder section 4942(j)(3)(B)(i)

b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted ..... • ....... .. ......

c "Support" alternative test - enter:

(1) Total support other than grossinvestment income (interest,dividends , rents , payments onsecurities loans (section512(a)(5)), or royalties).

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(j)(3)(B)(iii) ...... .

(3) Largest amount of support from

an exempt organization .... .....

4 Gross investment income

EIEl Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year-see instructions.)

1 Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any taxyear ( but only if they have contributed more than $5,000 ). (See section 507(d)(2).)

NONE

b List 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 orother entity) of which the foundation has a 10% or greater interest.

NONE

2 Information Regarding Contribution, Grant , Gift, Loan , Scholarship , etc., Programs:

Check here 110, 0 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 (see instructions ) to individuals or organizations under other conditions, complete items 2a , b, c, and d.

a The name , address , and telephone number or e-mail of the person to whom applications should be addressed:MARK JAVITCH, 402-393-3893

9740 BRENTWOOD ROAD, OMAHA, NE 68114b The form in which applications should be submitted and information and materials they should include.

WRITTEN

c Any submission deadlines:NONE

d Any restrictions or limitations on awards , such as by geographical areas , charitable fields , kinds of institutions, or other factors-NONE

223601 12-05-12 Form 990-PF (2012)10

SOKOLOF GRANDCHILDREN CHARITABLEFOUNDATION 20-64

Information3 Grants and Contributions Paid Durina the Year or AeDroved for Future Payment

Recipient If recipient is an individual,show any relationship to Foundation Purpose of grant or

Name and address (home or business ) any foundation manageror substantial contributor

status ofrecipient

contribution Amount

a Paid during the year

ALL OUR KIDS /A PUBLIC CHARITY SUPPORT AT RISK YOUTH

1004 FARNAM , # 200 09 ( A)(3)TYPE 1

OMAHA , NE 68102 500.

AMERICAN ISRAEL EDUCATION FOUNDATION /A PUBLIC CHARITY EDUCATION PROGRAMS

INC 09(A)(1)

251 H STREET NW

WASHINGTON , DC 20001 15 , 000.

ANTI -DEMATION LEAGUE OF B'NAI B'RITH /A PUBLIC CHARITY SUPPORT GENERAL

605 THIRD AVENUE 09 ( A)(2) PROGRAMS

NEW YORK , NY 10158 5 , 000.

ARTS FOR ALL /A PUBLIC CHARITY PROVIDE CULTURALLY

P.O. BOX 31578 09(A)(1) ENRICHED CLASSES FOR

OMAHA , NE 68131 IkLL 2 000.

BIRTHRIGHT ISRAEL FOUNDATION /A PUBLIC CHARITY ENERAL SUPPORT

P.O. BOX 1784 09(A)(1)

NEW YORK , NY 10156 ENERAL CONTRIBUTION 20 . 000.

Total . ....... .......S .E ..CONT.Z.NUA,T.IOR. S.IF.T .S ....... ► 3a 492 500.

b Approved for future payment

NONE

Total --------------- .... .............. ► 3b 1 0.

Form 990-PF (2012)22361112-05-12

11

SOKOLOF GRANDCHILDREN CHARITABLEForm 990-PF (2012 ) FOUNDATION 20-6423564

Analysis of Income-Producing Activities

Enter

1 Pro

ab

C

d

ef

92 Me

3 Int

inv4 Div

5 Net

a

b

6 Net

pro

7018 Gai

the

9 Net

10 Gr110

a

b

C

d

e12 Subtotal Add columns (b), (d), and (e) .......... ....... ... . 0 1

13 Total. Add line 12, columns (b), (d), and (e) . .. .... ...... 18 442,222.

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

Pt r 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 XVI-A contributed importantly to the accomplishment of7 the foundation ' s exempt purposes ( other than by providing funds for such purposes)

Gross amounts unless otherwise indicated Unrelated business income Excluded section 512 , 513, or514 (e).

gram service revenue:

(a)Businesscode

(b)Amount

' „_

mod;

(d)Amount

Related or exemptfunction income

Fees and contracts from government agencies .....mbership dues and assessments .....................

Brest on savings and temporary cash

estments ...... ..................................... .idends and interest from securities

rental income or (loss ) from real estate :

Debt-financed property ..

:'q:^.„•:::>'.:`

14 275,252.'x'` i i'

Not debt-financed property ..

rental income or ( loss) from personal

perty ... ...... .. . ..... ......er investment income ..... ....

n or (loss ) from sales of assets other

n inventory ... .... ......................... .. 18 166,970.income or (loss) from special events ..... .. .... ...

ss profit or (loss ) from sales of inventory . ......er revenue.

;_ . {<•{ 442 222.

t

t

oh

t

oh

0.

Form 990-PF (2012)12

SOKOLOF GRANDCHILDREN CHARITABLEForm 990-PF 2012 FOUNDATION 20-6423564

Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c ) of Yes Nc

the Code (other than section 501(c)(3 ) organizations ) or in section 527, relating to political organizations ? • `^

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

I

(1) Cash ...... X

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

Ill Other transactions:

(1) Sales of assets to a nonchardable exempt organization ...... ........ .. .. .. ..... .. ...... ...... . . ................. 1 b 1 X

(2) Purchases of assets from a noncharitable exempt organization ....... ..... ... .... ............... ................ 1 b (2 ) X

.......... .... ........ .............. .......(3) Rental of facilities , equipment, or other assets 1 b (3) X........

(4) Reimbursement arrangements .......... .... ........ ........... ..... .. . ... .. . ......... 1 b (4 ) X...... . ...........(5) Loans or loan guarantees 1 b(5 ) X..

(6) Performance of services or membership or fundraising solicitations .. ....... ........ . . .. .................... . - 1b(5) X

c Sharing of facilities , equipment , mailing lists, other assets , or paid employees ..... . ....... . .... . .... ... .... ........ 1c X

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 , sh ow 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

N/A

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described

in section 501 (c) of the Code (other than section 501(c )(3)) or in section 527? ...... . ........ .. .................. .. ............... Yes [X No

b If "Yes ' comp lete the followin g schedule.

(a) Name of organizati on (b) Type of organization (c) Description of relationship

N/A

Sign

Here

Paid

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements , and to the best of my knowledgeMay the IRS discuss this

and belief, it is true , correct, and mplete aration of preparer (other than taxpayer) Is based on all Information of which preparer has any knowledge return with the

Sig u e o or use DatPrint/Type prepare name Preparer's signature

BRENT T. FRIEHAUF

• SOKOLOF GRANDCHILDREN CHARITABLEFOUNDATION 20-6423564

I4 i i #t4 Supplementary Information3 Grants and Contributions Paid During the Year (Continuation)

Recipient If recipient is an individual,show any relationship to Foundation Purpose of grant or

Name and address (home or business) any foundation manager status of contribution Amount

or substantial contributor recipient

BOYS AND GIRLS CLUB OF THE MIDLANDS /A PUBLIC CHARITY PROVIDE BEHAVIORAL

INC 509(A)(1) GUIDANCE AND CHARACTER

2610 HAMILTON ST DEVELOPMENT

OMAHA , N8 68131 25 , 000.

CATHOLIC CHARITIES OF THE ARCHDIOCESE /A PUBLIC CHARITY AN DIEGO CENTER

OF OMAHA, INC 09(A)(1)

3300 N. 60TH STREET

OMAHA , N8 68104 12 , 000.

CITY OF OMAHA PUBLIC LIBRARY /A PUBLIC CHARITY SUPPORT OMAHA PUBLIC

FOUNDATION 09(A)(1) LIBRARY

215 S 15TH STREET

OMAHA , NE 68102 15 , 000.

CONSUMER CREDIT COUNSELING SERVICE OF /A PUBLIC CHARITY CONSUMER CREDIT

NEBRASKA INC 09(A)(1) EDUCATION

809 N 96TH ST, STE 100

OMAHA , NE 68114 2 , 500.

EDUCARE OF OMAHA /A PUBLIC CHARITY EDUCATIONAL

2123 PAUL STREET 09(A)(1) DEVELOPMENT PROGRAMS

OMAHA , NE 68102 OR YOUNG CHILDREN 10 , 000.

FAMILY HOUSING ADVISORY SERVICES INC /A PUBLIC CHARITY HOMEOWNER EDUCATION

2401 LAKE STREET 09(A)(1) PROGRAMS

OMAHA , NE 68111 10 , 000.

FILM STREAMS 111/A PUBLIC CHARITY SUPPORT FILM

P.O. BOX 8485 09(A)(2) PRODUCTION IN THE

OMAHA, NE 68108O MAHA/COUNCIL BLUFFS

BA 10 , 000.

GIRLS INC. OF OMAHA /A PUBLIC CHARITY EDUCATION PROGRAMS

2811 N. 45TH STREET 509(A)(1)

OMAHA , NE 68104 25 , 000.

HERZL CAMP FOUNDATION /A PUBLIC CHARITY GENERAL SUPPORT TO

7204 W 27TH STREET STE 226 09(A)(3)TYPB 1 ERZL CAMP

ST LOUIS PARK , MN 55426 ORGANIZATION 15 , 000.

INSTITUTE FOR HOLOCAUST EDUCATION /A PUBLIC CHARITY SUPPORT HOLOCAUST

333 S. 132ND STREET 509(A)(1) EDUCATION

OMAHA , NE 68154 10 , 000.

Total from continuation sheets ......... ... ..... ..... 450 000.

22363105-01-12

14


P1 Suaalementarv Information3 Grants and Contributions Paid During the Year (Continuation)

Recipient If recipient is an individual,show any relationship to Foundation Purpose of rant or



JEWISH FEDERATION FOUNDATION /A PUBLIC CHARITY SUPPORT FOR JEWISH

333 S. 132ND STREET 09(A)(3)TYPE 1 OMMUNITY

OMAHA , NB 68131 10 , 000.

JEWISH FEDERATION OF OMAHA /A PUBLIC CHARITY PROMOTE AND ENHANCE

333 S. 132ND STREET 09(A)(1) SWISH LIFE IN THE

OMAHA , NB 68154 OMAHA COMMUNITY 47 , 000.

JEWISH FEDERATION OF OMAHA /A PUBLIC CHARITY SUPPORT THE JEWISH

333 S. 132ND STREET 09(A)(1) FAMILY SERVICES

OMAHA , NE 68154 21 , 000.

LATINO CENTER OF THE MIDLANDS /A PUBLIC CHARITY SUPPORT COMMUNITY

4821 SOUTH 24TH STREET 09(A)(1) BASED ADULT EDUCATION

OMAHA , NE 68107 AND SKILLS DEVELOPMENT 5 , 000.

MINNEAPOLIS COMMUNITY FOUNDATION /A PUBLIC CHARITY SUPPORT THE

80 SOUTH EIGHTH STREET 09(A)(1) INNEAPOLIS COMMUNITY

MINNEAPOLIS , MN 55402 100 000.

NE FOUNDATION FOR VISUALLY IMPAIRED /A PUBLIC CHARITY ECHNOLOGY FOR

CHILDREN 509(A)(1) VISUALLY IMPAIRED

425 N . 30TH STREET HILDREN

OMAHA , NE 68131 2 , 000.

NORTH STAR FOUNDATION /A PUBLIC CHARITY EDUCATION PROGRAMS FOR

P.O. BOX 4817 09(A)(1) YOUNG MENS

OMAHA , NE 68104 35 , 000.

OMAHA BY DESIGN /A PUBLIC CHARITY SUPPORT THE

6001 DODGE STREET 509(A)(1) IMPROVEMENT OF THE WAY

OMAHA, NB 68182 OMAHA FUNCTIONS, LOOKS

AND FEELS 3 . 000.

OMAHA SMALL BUSINESS NETWORK INC /A PUBLIC CHARITY ASSISTANCE TO OMAHA

2505 N 24TH STREET 09(A)(1) MALL BUSINESSES

OMAHA , NE 68110 10 , 000.

PLANNED PARENTHOOD OF THE HEARTLAND /A UBLIC CHARITY EALTHCARB SERVICES

P.O. BOX 4557 09(A)(1) D EDUCATION

DES MOINES , IA 50305 5 , 000.

Total from continuation sheets .. .. ..... .. .. .......... .......... . . ........... ..........

22363105-01-12

15


>P.,` . Suoolementarv Information3 Grants and Contributions Paid During the Year (Continuation)

• Recipient If recipient is an individual,• show any relationship to Foundation Purpose of grant or



PROJECT HARMONY /A PUBLIC CHARITY PROTECT AND SUPPORT

11949 Q SREET 09(A)(1) CHILDREN

OMAHA , NE 68137 20 , 000.

PROJECT INTERFAITH /A PUBLIC CHARITY SUPPORT EDUCATIONAL

P.O. BOX 6037 09(A)(1) RAINING ON RELIGIOUS

OMAHA NE 68106 D CULTURAL DIVERSITY 4 , 000.

SIENA FRANCIS HOUSE /A PUBLIC CHARITY ARE AND SUPPORT FOR

1702 NICHOLAS STREET 09(A)(1) B HOMELESS

OMAHA , NE 68102 10 , 000.

UNIVERSITY OF NEBRASKA FOUNDATION /A PUBLIC CHARITY SUPPORT GENERAL

1010 LINCOLN MALL SUITE 300 09(A)(1) PROGRAMS

LINCOLN , NE 68508 30 , 000.

OMAHA COMMUNITY PLAYHOUSE /A PUBLIC CHARITY SUPPORT OF GENERAL

6915 CASS STREET 09(A)(2) PROGRAMS

OMAHA , NE 68132 3 , 000.

JEWISH FEDERATIONS OF NORTH AMERICA /A PUBLIC CHARITY HURRICANE RELIEF

111 EIGHTH AVENUE SUITE 118 09(A)(2)

NEW YORK , NY 10011 2 , 500.

ONE PERCENT FOUNDATION /A PUBLIC CHARITY SUPPORT OF GENERAL

1820 BIDWELL WAY 09(A)(1) PROGRAMS

SACRAMENTO , CA 95818 3 , 000.

WOMEN'S CENTER FOR ADVANCEMENT /A SUPPORT WOMEN'S

222 SOUTH 29TH STREET VANCEMENT

OMAHA , NE 68131 2 , 000.

YOUTH EMERGENCY SERVICES /A PUBLIC CHARITY HOUSING OF YOUTH

2679 FARNAM STREET SUITE 205 09(A)(1)

OMAHA , NE 68131 2 , 000.

CREIGHTON UNIVERSITY /A UBLIC CHARITY INANCIAL HOPE

2500 CALIFORNIA PLAZA 09(A)(1) OLLABORATIVB

OMAHA , NE 68178 1 , 000.

Total from continuation sheets ..... ..... ... .. ...... ......... . .. ... . ...... . ...... ......... ....

22383105-01-12

16

SOKOLOF GRANDCHILDREN CHARITABLE FOUNDAT

GROSS AMOUNT

FORM 990-PF• DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1

SOURCE

NORTHWESTERN MUTUAL 275,252.

TOTAL TO FM 990-PF, PART I, LN 4 275,252.

CAPITAL GAINS COLUMN (A)DIVIDENDS AMOUNT

0. 275,252.

0. 275,252.

FORM 990-PF ACCOUNTING FEES STATEMENT 2

DESCRIPTION

TAX PREPERATION FEES

TO FORM 990-PF, PG 1, LN 16B 4,485. 4,485. 0.

FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 3

(A) (B)EXPENSES NET INVEST-

DESCRIPTION PER BOOKS MENT INCOME

INVESTMENT FEES 38,689. 38,689.ADMINISTRATIVE FEES 6,084. 0.MISCELLANEOUSINCOME/REFUNDS -1,000. 0.

TO FORM 990-PF, PG 1, LN 16C 43,773. 38,689.

(A) (B)EXPENSES NET INVEST-PER BOOKS MENT INCOME

4,485. 4,485.

0.6,084.

-1,000.

5,084.

FORM 990-PF TAXES STATEMENT 4

DESCRIPTION

FOREIGN TAXESINCOME TAXES

TO FORM 990-PF, PG 1, LN 18

(A) (B) (C)EXPENSES NET INVEST- ADJUSTEDPER BOOKS MENT INCOME NET INCOME

3,299. 3,299.1,126. 0.

(C)ADJUSTED

NET INCOME

20-6423564

(D)CHARITABLEPURPOSES

0.

(C) (D)ADJUSTED CHARITABLE

NET INCOME PURPOSES

(D)CHARITABLEPURPOSES

0.0.

4,425. 3,299. 0.

17 STATEMENT(S) 1, 2, 3, 4

SOKOLOF GRANDCHILDREN CHARITABLE FOUNDAT 20-6423564

FORM 990-PF- CORPORATE STOCK STATEMENT 5

DESCRIPTION

INVESTMENTS

TOTAL TO FORM 990-PF, PART II, LINE 10B

BOOK VALUE

9,735,960.

9,735,960.

FAIR MARKETVALUE

9,867,585.

9,867,585.

18 STATEMENT(S) 5

990 return ofprivate foundation -pf orsection4947(a)(1...

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