Nonprofit · EIN 20-4298535
OSCAR T AND OLIVANN HOKOLDFOUNDATION
Tax-exempt · LAKEWOOD, WA 98499
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $20,137,628 | $20,827,704 | -$690,076 | $108,724,760 | $45,813,396 | $62,911,364 |
| December 31, 2023 | 990-PF | $19,697,444 | $19,887,071 | -$189,627 | $109,993,883 | $47,005,423 | $62,988,460 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $186,211
- Interest
- $4,211
- Net rental income
- $2,016,146
- Net gain from sales of assets
- $53,526
Expenses
- Grants and similar amounts paid
- $2,779,034
- Compensation of officers, directors and key employees
- $688,159
- Salaries, compensation and benefits (total)
- $3,069,487
- Disbursements for charitable purposes
- $3,345,435
- Excise tax on investment income
- $36,909
Balance sheet and other
- Total assets, start of year
- $109,993,883
- Total assets, end of year
- $108,724,760
- Total liabilities, end of year
- $45,813,396
- Net assets, end of year
- $62,911,364
- Fair market value of assets
- $169,361,471
- Qualifying distributions
- $3,345,435
- Net investment income
- $20,137,628
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MILLIE SCHULZ 2514 92ND ST S, LAKEWOOD, WA 98499 | SECR/TREAS-FNDN, COO-HOKOLD | 40 | $437,115 | $18,646 |
| JEAN M PATTERSON 2514 92ND ST S, LAKEWOOD, WA 98499 | PRESIDENT-FNDN, CEO-HOKOLD | 40 | $251,044 | $12,644 |
| RENEE MILLER 2514 92ND ST S, LAKEWOOD, WA 98499 | ACCOUNTS PAYABLE MAN Highest-paid employee | 40 | $175,097 | $10,200 |
| AMY BRICKEY 2514 92ND ST S, LAKEWOOD, WA 98499 | HUMAN RESOURCES MANA Highest-paid employee | 40 | $173,191 | $11,962 |
| JAMES MARCIA 2514 92ND ST S, LAKEWOOD, WA 98499 | MAINTENANCE MANAGER Highest-paid employee | 40 | $144,354 | $8,663 |
| JUSTIN DILLINGHAM 2514 92ND ST S, LAKEWOOD, WA 98499 | WAREHOUSE MANAGER Highest-paid employee | 40 | $100,237 | $6,465 |
| DMITRY PEREKOPSKY 2514 92ND ST S, LAKEWOOD, WA 98499 | CABINET MANAGER Highest-paid employee | 40 | $97,370 | $6,315 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MILLIE SCHULZ 2514 92ND ST S, LAKEWOOD, WA 98499 | SECR/TREAS-FNDN, COO-HOKOLD | 40 | $416,387 | $17,868 |
| JEAN M PATTERSON 2514 92ND ST S, LAKEWOOD, WA 98499 | PRESIDENT-FNDN, CEO-HOKOLD | 40 | $249,232 | $13,268 |
| RENEE MILLER 2514 92ND ST S, LAKEWOOD, WA 98499 | ACCOUNTS PAYABLE MAN Highest-paid employee | 40 | $164,356 | $9,634 |
| AMY BRICKEY 2514 92ND ST S, LAKEWOOD, WA 98499 | HUMAN RESOURCES MANA Highest-paid employee | 40 | $162,496 | $11,350 |
| JAMES MARCIA 2514 92ND ST S, LAKEWOOD, WA 98499 | MAINTENANCE MANAGER Highest-paid employee | 40 | $136,746 | $8,253 |
| JUSTIN DILLINGHAM 2514 92ND ST S, LAKEWOOD, WA 98499 | WAREHOUSE MANAGER Highest-paid employee | 40 | $94,654 | $6,158 |
| DMITRY PEREKOPSKY 2514 92ND ST S, LAKEWOOD, WA 98499 | CABINET MANAGER Highest-paid employee | 40 | $91,278 | $5,983 |
Address and contacts
- Address (IRS master file)
- 2514 92ND ST S, LAKEWOOD, WA 98499-9377
- In care of
- % OSCAR T HOKOLD
- Signed the 990-PF
- MILLIE SHULZ, SECRETARY/TREASURER
- Phone
- (253) 240-4771
- Return prepared by
- JOHNSON STONE & PAGANO PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4298535
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $108,724,760
- Income (IRS master file)
- $20,153,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $20,137,628 | $20,827,704 | $108,724,760 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $19,697,444 | $19,887,071 | $109,993,883 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4298535).
Questions about OSCAR T AND OLIVANN HOKOLDFOUNDATION
- What is the EIN of OSCAR T AND OLIVANN HOKOLDFOUNDATION?
- The employer identification number (EIN) of OSCAR T AND OLIVANN HOKOLDFOUNDATION is 20-4298535.
- Is OSCAR T AND OLIVANN HOKOLDFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to OSCAR T AND OLIVANN HOKOLDFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSCAR T AND OLIVANN HOKOLDFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSCAR T AND OLIVANN HOKOLDFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSCAR T AND OLIVANN HOKOLDFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of OSCAR T AND OLIVANN HOKOLDFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 7 received compensation from the organization, the highest $437,115 (MILLIE SCHULZ, SECR/TREAS-FNDN, COO-HOKOLD).
- How much revenue does OSCAR T AND OLIVANN HOKOLDFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $20,137,628, expenses of $20,827,704 and total assets of $108,724,760 at year end.
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