HAWKINS CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAWKINS CHARITABLE TRUST (EIN 47-6041927)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-03
- IRS object ID
- 202021559349100707
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-03T10:14:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S 101ST ST STE 410 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681241088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476041927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH (KIM) HAWKINS | InCareOfNm |
| Business Name Control | HAWK | BusinessNameControlTxt |
| Phone | 4023421607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 DEER PARK BLVD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM HAWKINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4023421607 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCDEVITT | PreparerPersonNm |
| PTIN | P00954582 | PTIN |
| Phone | 4023921040 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,451,026 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,425 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,425 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $395,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $395,841 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $504,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $538 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,166 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,166 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,823 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,823 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,771 | CashBOYAmt |
| Cash EOY | $142,764 | CashEOYAmt |
| Cash EOYFMV | $264,464 | CashEOYFMVAmt |
| US Government Obligations BOY | $371,356 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $371,123 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $375,147 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,317,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,544,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,811,415 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,979,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,058,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,451,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,979,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,058,568 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,979,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,058,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,979,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,058,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,979,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,029 | OtherIncreasesAmt |
| Subtotal | $5,058,568 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,058,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TREASURY | 2017-07-31 | 2019-07-31 | $124,816 | $125,000 | -$184 | -$184 | |
| CAPITAL GAIN DIVIDENDS | $396,025 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $395,841 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $278,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,387,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051721 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $372,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,083,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07319 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,937,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $348,092 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,109,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $263,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,373,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049016 | DistributionYr5Rt |
| Total Distribution | 0.302687 | TotalDistributionRt |
| Average Distribution | 0.060537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,424,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $328,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,906 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $416,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,906 | SubtotalAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,756 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,756 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,850 | OverpaymentAmt |
| Applied To ES Tax | $3,850 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH (KIM) HAWKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023421607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 DEER PARK BLVD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| FRED HAWKINS JR | ||||||||
| 2516 DEER PARK BLVD | OMAHA | NE | 68105 | TRUSTEE | 0 | $0 | $0 | $0 |
| KIM HAWKINS | ||||||||
| 2516 DEER PARK BLVD | OMAHA | NE | 68105 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHRIS HAWKINS | ||||||||
| 2516 DEER PARK BLVD | OMAHA | NE | 68105 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,450,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,507,459 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,507,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,424,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,906 | TotalTaxAmt |
| Distributable Before Adj | $267,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $267,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $267,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $416,361 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,906 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $412,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $267,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $103,345 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $297,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $267,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,025 | RemainingDistriFromCorpusAmt |
| Total Corpus | $446,102 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $446,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,345 | ExcessFromYear4Amt |
| Excess From Year3 | $53,748 | ExcessFromYear3Amt |
| Excess From Year2 | $122,956 | ExcessFromYear2Amt |
| Excess From Year1 | $17,028 | ExcessFromYear1Amt |
| Excess From Current Year | $149,025 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH KIM HAWKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 DEER PARK BLVD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023421607 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD INCLUDE A DESCRIPTION OF THE ORGANIZATION MAKING THE APPLICATION, THE INTENDED USE OF THE FUNDS, AND THE BASIS FOR NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. PREFERENCE IS GIVEN TO LOCAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELLEVUE UNIVERSITY | ||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | EDUCATIONAL | GENERAL FUNDING | $38,333 |
| BOYS & GIRLS CLUB OF MIDLANDS | ||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | CHARITABLE | GENERAL FUNDING | $25,150 |
| COLLEGE WORLD SERIES OF OMAHA | ||||||
| 5010 DODGE STREET | OMAHA | NE | 68178 | CHARITABLE | GENERAL FUNDING | $4,090 |
| GREATER OMAHA CHAMBER FOUNDATION | ||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | CHARITABLE | GENERAL FUNDING | $25,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | CHARITABLE | GENERAL FUNDING | $5,000 |
| UNITED WAY OF MIDLANDS | ||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | CHARITABLE | GENERAL FUNDING | $30,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 2285 S 67TH STREET 200 | OMAHA | NE | 68102 | CHARITABLE | GENERAL FUNDING | $130,000 |
| GEORGIA TECH FOUNDATION | ||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 30308 | CHARITABLE | GENERAL FUNDING | $1,500 |
| KEVIN O'CONNOR SCHOLARSHIP FUND | ||||||
| 2111 S 165TH ST | OMAHA | NE | 68130 | CHARITABLE | GENERAL FUNDING | $500 |
| POLICE ATHELTICS FOR COMMUNITY (PACE) | ||||||
| 5105 S 37TH STREET | OMAHA | NE | 68107 | CHARITABLE | GENERAL FUNDING | $7,500 |
| HASTINGS COLLEGE | ||||||
| 710 N Turner Ave | HASTINGS | NE | 68901 | CHARITABLE | GENERAL FUDING | $10,000 |
| ISU FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | CHARITABLE | GENERAL FUNDING | $500 |
| KEEP OMAHA BEAUTIFUL | ||||||
| 1819 Farnam Street Suite 306 | OMAHA | NE | 68183 | CHARITABLE | GENERAL FUNDING | $1,250 |
| LATINO CENTER OF THE MIDLANDS | ||||||
| 4821 S 24TH ST | OMAHA | NE | 68107 | CHARITABLE | GENERAL FUNDING | $1,800 |
| BOYS TOWN DEVELOPMENT | ||||||
| 14100 Crawford St | BOYS TOWN | NE | 68010 | CHARITABLE | GENERAL FUNDING | $60,000 |
| TRI-FAITH INITIATIVE | ||||||
| PO Box 31344 | OMAHA | NE | 68131 | CHARITABLE | GENERAL FUNDING | $10,000 |
| DOANE COLLEGE | ||||||
| 1014 Boswell Ave | CRETE | NE | 68333 | CHARITABLE | GENERAL FUNDING | $30,000 |
| MADONNA FOUNDATION | ||||||
| 17500 BURKE ST | OMAHA | NE | 68118 | CHARITABLE | GENERAL FUNDING | $10,000 |
| AUTISM ACTION PARTNERSHIP | ||||||
| 10110 Nicholas St 202 | OMAHA | NE | 68114 | CHARITABLE | GENERAL FUNDING | $25,000 |
| LEARNING DISABILITES ASSOCIATION OF AMERICA | ||||||
| 2819 48th St | Des Moines | IA | 50310 | CHARITABLE | GENERAL FUNDING | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,823 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $395,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,266 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HAWKINS CONSTUCTION COMPANY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 DEER PARK BOULEVARD | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,084 SHS OF WEITZ PARTNERS VALUE FUND | NoncashPropertyDesc |
| Fair Market Value | $100,000 | FairMarketValueAmt |
| Received | 2019-12-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,075 | Amt |
| Net Investment Income | $537 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $538 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WEITZ PARTNERS VALUE FUND | StockNm |
| EOY Book Value | $4,544,681 | EOYBookValueAmt |
| EOYFMV | $5,811,415 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $371,123 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $375,147 | USGovtObligationsEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO CORRECT BASIS IN STOCK TRANSFER | Desc |
| Amt | $5,029 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $13,166 | Amt |
| Net Investment Income | $13,166 | NetInvestmentIncomeAmt |
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