2024-06-26T07:20:21-07:00 2023-12-31 843989517 Noma Tax LLC 276 Oak Landing Ct Severna Park MD 21146 990PF 2023-01-01 521661837 Oliver and Harriet Sockwell Foundation OLIV 2028290837 1685 Myrtle St NW Washington DC 20012 OLIVER SOCKWELL President 2024-06-26 true OLIVER SOCKWELL 999009999 true Nancy MODoherty P00740856 4439063100 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 328203 X X 8728 8728 8728 45982 94396 45982 54710 54710 8728 750 2292 2292 144 144 3186 2436 0 20000 20000 23186 2436 20000 31524 52274 8728 5175 9429 9429 15676 45057 45341 243092 240981 273433 263943 295467 328203 0 X 263943 295467 263943 295467 263943 295467 263943 31524 295467 295467 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 2223 2368 -145 -145 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 92173 46046 46127 46127 45982 -145 727 727 727 117 1500 1617 890 890 false false false false false false false true true DC true false false false false true N/A Oliver Sockwell 2028290837 1685 Myrtle St NW WashiNGTON DC 20012 false false false false false false false false false false false false false false false false false false false false false false OLIVER SOCKWELL 1685 MYRTLE ST NW WASHINGTON DC 20012 President & CEO 1.00 0 HARRIET SOCKWELL 1685 MYRTLE ST NW WASHINGTON DC 20012 Vice President 1.00 0 KRISTINE FRIEND 1685 MYRTLE ST NW WASHINGTON DC 20012 Vice President 1.00 0 NONE NONE 0 52928 265396 318324 0 318324 4775 313549 15677 15677 727 727 14950 14950 14950 20000 20000 14950 3794 6712 5542 4795 3542 24385 20000 0 14950 5050 29435 0 3794 25641 6712 5542 4795 3542 5050 OLIVER SOCKWELL HARRIET SOCKWELL X HIGHER ACHIEVEMENT PROGRAM 1750 COLUMBIA RD NW WASHINGTON DC 20009 NONE PC ANNUAL GIVING 2000 JOHN HOPKINS MEDICINE 201 N CHARLES ST BALTIMORE MD 21201 NONE PC BRADY UROLOGICAL INST 15000 smithsonian institution 600 MARYLAND AVE SW SUITE 600 WASHINGTON DC 20013 NONE PC MUSEUM OF AFRICAN AMERICAN HISTORY 2500 howard university 1851 9th street nw washington DC 20001 NONE PC division of development 500 20000 14 14 8728 18 45982 54710 54710 false false false false false false false false false false tax preparation 750 0 0 0 400 AT&T 10684 6712 250 DOW INC 11006 13710 300 ISHARES RUSSELL 1000 GROWTH 73794 90951 150 ISHARES RUSSEL 1000 VALUE ETF 22836 24787 60 ISHARES RUSSELL 2000 ETF 13927 12043 250 ISHARES CORE MSCI EAFE ETF 18208 17587 175 ISHARES CORE MSCI EMERGING 11515 8852 591.9210 METWEST UNCONSTRAINED BOND FD 7078 6126 800 PIMCO HIGH INCOME FUND 5960 3992 140 VANGUARD TOTAL BOND MKT ETF 11882 10297 305.25 VITUS SEIX FLT RT HI INC 2500 2418 75 mastercard 7775 31988 250 ishares core high dividend etf 26051 25498 375 wisdom tree lge cap fividend etf 17765 18472 ADVISOR FEES 2292 2292 0 0 foreign tax 144 144