ROBERT Z HAWKINS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT Z HAWKINS FOUNDATION (EIN 88-0162645)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202403129349100330
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T12:24:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880118801 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNARD VOGLER & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY STREET SUITE 1100 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 895011959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880162645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT Z HAWKINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7757861105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST LIBERTY STREET 509 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K BERNARD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7757861105 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TEELA MCCULLAR | PreparerPersonNm |
| PTIN | P01282477 | PTIN |
| Phone | 7757866141 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,912,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $657 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $657 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $696,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $696,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,060,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,481,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,060,880 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $100,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,758,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,758,065 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,662 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,338 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,718 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,680 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,038 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,300 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,803 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,230 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,058 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,172 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,506 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,516 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,399,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,399,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,731,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,659,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,708,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $688,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $688,768 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,452,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,161,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,223,315 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,100 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $15,723,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,849,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,912,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,723,496 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,849,941 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,723,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,849,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,723,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,849,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,723,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,000 | OtherIncreasesAmt |
| Subtotal | $15,849,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,849,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 698 SHS - ACCELLERON INDUSTRIES | P | 2017-12-29 | 2023-05-10 | $17,653 | $12,037 | $5,616 | $5,616 |
| 2125 SHS - APPLE INC. | P | 2015-10-14 | 2023-01-23 | $299,895 | $59,028 | $240,867 | $240,867 |
| 3915 SHS - DANAHER | P | 2017-02-15 | 2023-05-10 | $912,306 | $332,554 | $579,752 | $579,752 |
| 1400 SHS - DUPONT DE NEMOURS INC. | P | 2013-08-15 | 2023-07-27 | $107,226 | $77,018 | $30,208 | $30,208 |
| 266.483 SHS - DUPONT DE NEMOURS INC. | P | 2013-08-15 | 2023-11-21 | $18,621 | $14,660 | $3,961 | $3,961 |
| 318.517 SHS - DUPONT DE NEMOURS INC. | P | 2014-11-25 | 2023-11-21 | $22,258 | $24,847 | -$2,589 | -$2,589 |
| 440 SHS - ELI LILLY & CO | P | 2015-05-26 | 2023-01-23 | $149,343 | $34,144 | $115,199 | $115,199 |
| 479 SHS - HOME DEPOT | P | 2019-03-18 | 2023-01-23 | $150,237 | $88,359 | $61,878 | $61,878 |
| 785 SHS - L3HARRIS TECHNOLOGIES | P | 2022-03-11 | 2023-01-23 | $151,345 | $199,436 | -$48,091 | -$48,091 |
| 1336 SHS - L3HARRIS TECHNOLOGIES INC | P | 2018-02-22 | 2023-01-23 | $257,576 | $251,855 | $5,721 | $5,721 |
| 367 SHS - MCDONALDS CORP | P | 2013-03-13 | 2023-07-27 | $106,916 | $36,347 | $70,569 | $70,569 |
| 3400 SHS - RAYTHEON TECHNOLOGIES CORP | P | 2022-09-14 | 2023-07-27 | $285,966 | $290,263 | -$4,297 | -$4,297 |
| CAPITAL GAINS DIVIDENDS | P | $2,086 | $2,086 | $2,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,060,880 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $165 | EsPenaltyAmt |
| Overpayment | $6,085 | OverpaymentAmt |
| Applied To ES Tax | $6,085 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARNARD VOGLER CO | IndividualWithBooksNm |
| Phone | 7757866141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST LIBERTY ST SUITE 1100 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN K BERNARD | ||||||||
| ONE EAST LIBERTY ST STE 509 | RENO | NV | 89501 | CHAIRMAN | 6.00 | $60,000 | $0 | $0 |
| BILL A LIGON JR | ||||||||
| ONE EAST LIBERTY ST STE 509 | RENO | NV | 89501 | TRUSTEE | 2.00 | $45,000 | $0 | $0 |
| C DAVID RUSSELL | ||||||||
| ONE EAST LIBERTY ST STE 509 | RENO | NV | 89501 | TRUSTEE | 2.00 | $45,000 | $0 | $0 |
| MICHAEL REED | ||||||||
| ONE EAST LIBERTY ST STE 509 | RENO | NV | 89501 | TRUSTEE | 2.00 | $45,000 | $0 | $0 |
| MICHAEL WALLACE | ||||||||
| ONE EAST LIBERTY ST STE 509 | RENO | NV | 89501 | TRUSTEE | 2.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,827,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $567,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,394,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,394,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $485,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,908,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,595,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,595,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,750 | TotalTaxAmt |
| Distributable Before Adj | $1,571,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,671,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,671,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,659,879 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,659,879 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,671,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $127,522 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,659,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $127,522 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,532,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $139,333 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT Z HAWKINS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST LIBERTY STREET SUITE 509 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7757861105 | RecipientPhoneNum |
| Form And Info And Materials | SOLICITATIONS FOR GRANTS OR FUNDS MUST MEET FOUNDATION CRITERIA AS TO BEING OF A CHARITABLE NATURE AND FOR A SPECIFIC PROJECT OR PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC SUBMISSION DEADLINES ARE IN EFFECT AT PRESENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS SHALL BE EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN, OR DIRECTLY RELATED TO, THE STATE OF NEVADA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 44 NEVADA HIGH SCHOOL SCHOLARSHIPS | ||||||
| ONE EAST LIBERTY STREET | RENO | NV | 89501 | PC | HIGH SCHOOL SCHOLARSHIPS | $138,000 |
| AVA BALLET THEATRE | ||||||
| 73 WEST PLUMB LANE | RENO | NV | 89509 | PC | VORTEX: THE BALLET THAT ROCKS | $4,440 |
| AMPLIFY LIFE | ||||||
| PO BOX 7178 | RENO | NV | 89510 | PC | PROGRAM SUPPORT | $15,000 |
| ARTOWN | ||||||
| 528 W 1ST ST | RENO | NV | 89503 | PC | MONDAY NIGHT MUSICAL SERIES AND HEARTOWN | $30,000 |
| ARTS FOR ALL NEVADA | ||||||
| 250 COURT ST | RENO | NV | 89501 | PC | ART SUPPLIES | $12,000 |
| ASSISTANCE LEAGUE RENO-SPARKS | ||||||
| PO BOX 7376 | RENO | NV | 89510 | PC | PROGRAM SUPPORT | $30,000 |
| BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA | ||||||
| 1300 FOSTER DRIVE SUITE 210 | RENO | NV | 89509 | PC | DONATION CENTER TRUCK | $18,605 |
| BOYS & GIRLS CLUB OF MASON VALLEY | ||||||
| 124 NORTH MAIN ST | YERINGTON | NV | 89447 | PC | PLAYGROUNDS | $30,000 |
| BOYS & GIRLS CLUB OF W NEVADA | ||||||
| 1870 RUSSELL WAY | CARSON CITY | NV | 89706 | PC | ACADEMIC PROGRAM EXPENSES | $20,000 |
| CARE CHEST OF SIERRA NEVADA | ||||||
| 7910 N VIRGINIA ST | RENO | NV | 89506 | PC | PROGRAM SUPPORT | $50,000 |
| CARMEL OF RENO | ||||||
| 1950 LA FOND DRIVE | RENO | NV | 89509 | PC | SELF-INITIATED END OF YEAR GRANT | $10,000 |
| CATHOLIC CHARITIES OF NORTHERN NEVADA | ||||||
| 500 E FOURTH ST | RENO | NV | 89513 | PC | ST. VINCENT'S FOOD PANTRY. SELF-INITIATED END OF YEAR GRANT | $60,000 |
| COMMUNITY CHEST INC | ||||||
| PO BOX 980 | VIRGINIA CITY | NV | 89440 | PC | SECURITY | $15,000 |
| COMMUNITY HEALTH ALLIANCE | ||||||
| 1450 RIDGEVIEW SUITE 200 | RENO | NV | 89519 | PC | COLON HEALTH PROGRAMS; FOOD PANTRIES; SELF-INITIATED | $75,000 |
| DESERT RESEARCH INSTITUTE | ||||||
| 2215 RAGGIO PARKWAY | RENO | NV | 89512 | PC | EDUCATION PROPOSAL | $80,870 |
| DOMESTIC VIOLENCE RESOURCE CENTER | ||||||
| 1735 VASSAR STREET | RENO | NV | 89502 | PC | OPERATING SUPPORT AND SELF-INITIATED | $45,000 |
| EDDY HOUSE | ||||||
| 423 EAST 6TH STREET | RENO | NV | 89512 | PC | SELF-INITIATED | $5,000 |
| FOOD BANK OF NORTHERN NEVADA | ||||||
| 550 ITALY DRIVE | SPARKS | NV | 89437 | PC | CORE FOOD BANK DISTRIBUTION. SELF INITIATED END OF YEAR GRANT. | $100,000 |
| FOR KIDS FOUNDATION | ||||||
| 834 WILLOW ST | RENO | NV | 89502 | PC | OPERATING EXPENSES AND SELF-INITIATED | $25,000 |
| FRIENDS IN SERVICE HELPING | ||||||
| 138 E LONG STREET | CARSON CITY | NV | 89706 | PC | REVITALIZATION PROGRAM | $100,000 |
| HIGH FIVES FOUNDATION | ||||||
| 10775 PIONEER TRAIL 108 | TRUCKEE | NV | 96161 | PC | HAWKINS HIGH FIVES TRAIL | $15,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN NEVADA | ||||||
| 1575 DELUCCHI LANE SUITE 207A | RENO | NV | 89502 | PC | GET YOUR GOBBLE ON BOWL-A-THON | $5,000 |
| KIDS AND HORSES THERAPEUTIC RIDING CENTER | ||||||
| 2869 ESAW STREET | MINDEN | NV | 89423 | PC | SCHOLARSHIP FUND | $25,000 |
| KNPB-CHANNEL 5 | ||||||
| 1670 NORTH VIRGINIA ST | RENO | NV | 89503 | PC | PBS NEWSHOUR AND NATURE ACQUISITION COSTS | $20,000 |
| NEVADA DIABETES ASSOCIATION | ||||||
| 18 STEWART ST | RENO | NV | 89501 | PC | CAMP SCHOLARSHIPS | $25,000 |
| NEVADA HEALTH CENTERS | ||||||
| 3325 RESEARCH WAY | CARSON CITY | NV | 89706 | PC | BREAST CANCER SCREENING | $20,000 |
| NEVADA MUSEUM OF ART | ||||||
| 160 W LIBERTY STREET | RENO | NV | 89501 | PC | EDUCATOR EVENINGS. NAMING RIGHTS | $63,500 |
| NEVADA YOUTH EMPOWERMENT PROJECT | ||||||
| 1369 FALAND WAY | RENO | NV | 89503 | PC | PROGRAM SUPPORT | $20,000 |
| NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION | ||||||
| 3550 BARRON WAY5A | RENO | NV | 89511 | PC | FAMILY ASSISTANCE FUND | $25,000 |
| NORTHERN NEVADA HOPES | ||||||
| 580 W 5TH STREET | RENO | NV | 89503 | PC | SYRINGE SERVICES AND CAPITAL EQUIPMENT | $38,000 |
| NOTE-ABLE MUSIC THERAPY SERVICES | ||||||
| 925 RIVERSIDE DRIVE | RENO | NV | 89503 | PC | SELF-INITIATED | $100,000 |
| RENO BIKE PROJECT | ||||||
| 541 E 4TH STREET | RENO | NV | 89503 | PC | SELF-INITIATED | $5,000 |
| RENO PHILHARMONIC ASSOCIATION | ||||||
| 925 RIVERSIDE DRIVE | RENO | NV | 89503 | PC | OPERATING EXPENSES AND EDUCATIONAL PROGRAMS | $20,000 |
| RENOWN HEALTH FOUNDATION | ||||||
| 1155 MILL ST MS 02 | RENO | NV | 89502 | PC | NURSING SCHOLARSHIP | $29,000 |
| SALVATION ARMY | ||||||
| 1931 SUTRO ST | RENO | NV | 89512 | PC | SOCIAL SERVICES SUPPORT | $20,000 |
| SIERRA KIDS FOUNDATION | ||||||
| 348 MILL ST | RENO | NV | 89501 | PC | AUTISTIC THERAPY AND SELF-INITIATED | $25,000 |
| SIERRA SCHOOL OF PERFORMING ARTS | ||||||
| PO BOX 17214 | RENO | NV | 89511 | PC | THE ADDAMS FAMILY | $14,500 |
| SKY TAVERN JR SKI PROGRAM | ||||||
| 21130 MT ROSE HIGHWAY | RENO | NV | 89511 | PC | OPERATIONAL EXPENSES | $30,000 |
| SOUFUL SEEDS | ||||||
| 2686 SNOWY OWL COURT | RENO | NV | 89523 | PC | PRODUCE SAFETY PROGRAM | $20,000 |
| THE FIRST TEE OF NORTHERN NEVADA | ||||||
| 3550 BARRON WAY SUITE 10B | RENO | NV | 89511 | PC | PROGRAM EXPENSES | $5,000 |
| THE NEVADA WOODCHUCKS INC | ||||||
| PO BOX 20285 | RENO | NV | 89515 | PC | HANDMADE CHRISTMAS TOYS | $6,700 |
| THEATREWORKS | ||||||
| PO BOX 50603 | SPARKS | NV | 89435 | PC | WINTER PERFORMANCE | $2,000 |
| TOCCATA | ||||||
| 586 DOUGLAS COURT | INCLINE VILLAGE | NV | 89451 | PC | ARTOWN CONCERTS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,399,115 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $657 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,060,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,758,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,758,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF 990-PF AND ACCOUNTING FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LIMITED - 13.960 SHS | $349,429 | $618,428 |
| ABBOTT LABORATORIES - 7,000 SHS | $184,387 | $770,490 |
| ALEXANDRIA REAL ESTATE EQUITIES INC - 2,000 SHS | $121,407 | $253,540 |
| AMAZON.COM INC - 7,780 UNITS | $685,320 | $1,182,093 |
| AMERICAN TOWER CORP - 1,675 SHS | $424,589 | $361,599 |
| ANALOG DEVICES INC - 5,709 SHS | $358,747 | $1,133,579 |
| APPLE - 12,859 SHS | $357,187 | $2,475,743 |
| ASTRAZENECA PLC SPONSORED ADR - 3,225 SHS | $210,000 | $217,204 |
| BANK OF AMERICA - 22,750 SHS | $742,564 | $765,993 |
| BLACKROCK INC - 1,000 SHS | $198,860 | $811,800 |
| CHEVRON CORP - 3,862 SHS | $431,031 | $576,056 |
| CISCO SYSTEMS INC - 14,127 SHS | $305,619 | $713,696 |
| CSX CORP - 30,270 SHS | $162,397 | $1,049,461 |
| DOW INC - 4,659 SHS | $208,186 | $255,500 |
| DUKE ENERGY CORP - 4,384 SHS | $299,130 | $425,423 |
| DUPONT DE NEMOURS INC - 3,739 SHS | $282,838 | $287,641 |
| ECOLAB INC - 2,866 SHS | $68,296 | $568,471 |
| EMERSON ELECTRIC COMPANY - 4,945 SHS | $265,270 | $481,297 |
| GENUINE PARTS CO - 3,945 SHS | $546,845 | $546,383 |
| HOME DEPOT - 4,346 SHS | $846,391 | $1,506,106 |
| JOHNSON & JOHNSON - 3,830 SHS | $268,334 | $600,314 |
| JP MORGAN CHASE & COMPANY - 6,846 SHS | $431,354 | $1,164,505 |
| LILLY ELI & COMPANY - 4,333 SHS | $344,341 | $2,525,792 |
| MC CORMICK & CO - 3,570 SHS | $253,257 | $244,259 |
| MCDONALDS CORP - 2,893 SHS | $361,297 | $857,803 |
| MERCK & COMPANY INC NEW - 7,520 SHS | $251,859 | $819,830 |
| METLIFE INC - 11,850 SHS | $629,607 | $783,641 |
| MICROSOFT CORP - 6,288 SHS | $281,012 | $2,364,540 |
| MONDELEZ INTERNATIONAL INC - 9,000 SHS | $239,256 | $651,870 |
| NEXTERA ENERGY INC - 7,960 SHS | $342,699 | $483,490 |
| ORACLE CORP - 8,070 SHS | $351,898 | $850,820 |
| PEPSICO INC - 3,845 SHS | $657,542 | $653,035 |
| PFIZER INC - 13,235 SHS | $374,615 | $381,036 |
| PHILIPS 66 - 5,170 SHS | $332,012 | $688,334 |
| PROLOGIS INC - 4750 SHS | $149,410 | $633,175 |
| QUALCOMM INC. - 3,685 SHS | $423,740 | $532,961 |
| TARGET CORP - 5,141 SHS | $419,093 | $732,181 |
| TRACTOR SUPPLY CO - 1900 SHS | $464,628 | $408,557 |
| UNION PACIFIC CORP - 4,130 SHS | $325,564 | $1,014,411 |
| UNITEDHEALTH GROUP INC - 1,266 SHS | $643,468 | $666,511 |
| US BANCORP - 26,935 SHS | $567,694 | $1,165,747 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $4,600 | LegalFeesAmt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES AND EXPENSE | Desc |
| Revenue And Expenses Per Books | $10,022 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,516 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT FUNDS | Desc |
| Amt | $100,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS FOR 2023 | $22,332 | $0 | $0 |
| FOREIGN TAXES PAID | $1,803 | $1,803 | $0 |
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