BETA

HAWKINS CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HAWKINS CHARITABLE TRUST (EIN 47-6041927)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201941359349101614
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T10:18:49-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11120 S 101ST ST STE 410AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681241088ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476041927EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KENNETH (KIM) HAWKINSInCareOfNm
Business Name ControlHAWKBusinessNameControlTxt
Phone4023421607PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12516 DEER PARK BLVDAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIM HAWKINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4023421607PhoneNum
Signature2019-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL MCDEVITTPreparerPersonNm
PTINP00954582PTIN
Phone4023921040PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id47008520191355000000FederalOriginalSubmissionId
Federal Original Submission Id2019-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id17D0F48B84474965F8BD6B722132332E1E822063AtSubmissionCreationDeviceId
At Submission Filing Device Id17D0F48B84474965F8BD6B722132332E1E822063AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,142,693FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,715InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,715InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$383,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$633,630GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$383,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$388,411TotalRevAndExpnssAmt
Total Net Invst Incm$388,311TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$525AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$525AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$278,124ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$278,124ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,174TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$525TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$278,649TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$109,237ExcessRevenueOverExpensesAmt
Net Investment Income$387,786NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$561,290CashBOYAmt
Cash EOY$290,771CashEOYAmt
Cash EOYFMV$291,271CashEOYFMVAmt
US Government Obligations BOY$375,230USGovernmentObligationsBOYAmt
US Government Obligations EOY$371,356USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$370,684USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,933,580CorporateStockBOYAmt
Corporate Stock EOY$4,317,210CorporateStockEOYAmt
Corporate Stock EOYFMV$4,480,738CorporateStockEOYFMVAmt
Total Assets BOY$4,870,100TotalAssetsBOYAmt
Total Assets EOY$4,979,337TotalAssetsEOYAmt
Total Assets EOYFMV$5,142,693TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,870,100CapitalStockBOYAmt
Capital Stock EOY$4,979,337CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,870,100TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,979,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,870,100TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,979,337TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,870,100TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$109,237ExcessRevenueOverExpensesAmt
Subtotal$4,979,337SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,979,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US TREASURY2016-02-282018-02-28$125,000$124,476$524$524
US TREASURY2016-07-162018-07-18$125,000$125,570-$570-$570
CAPITAL GAIN DIVIDENDS$383,630P
FieldValueIRS element (for citing)
Capital Gain Net Income$383,584CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$372,049AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,083,332NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07319DistributionYr1Rt
Adjusted Qlfy Distri Yr2$299,380AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,937,158NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060638DistributionYr2Rt
Adjusted Qlfy Distri Yr3$348,092AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,109,852NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.068122DistributionYr3Rt
Adjusted Qlfy Distri Yr4$263,390AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,373,583NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049016DistributionYr4Rt
Adjusted Qlfy Distri Yr5$223,215AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,946,703NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045124DistributionYr5Rt
Total Distribution0.29609TotalDistributionRt
Average Distribution0.059218AverageDistributionRt
Net Vl Noncharitable Assets$5,387,532NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$319,039AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,878NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$322,917AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$278,649QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,756InvestmentIncomeExciseTaxAmt
Subtotal$7,756SubtotalAmt
Tax Based On Investment Income$7,756TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,350EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,350TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$5,410TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KENNETH (KIM) HAWKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4023421607PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12516 DEER PARK BLVDAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED HAWKINS JR
2516 DEER PARK BLVDOMAHANE68105TRUSTEE0$0$0$0
KIM HAWKINS
2516 DEER PARK BLVDOMAHANE68105TRUSTEE0$0$0$0
CHRIS HAWKINS
2516 DEER PARK BLVDOMAHANE68105TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,061,281AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$408,295AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,469,576TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,469,576AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,387,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$269,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$269,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,756TaxBasedOnInvestmentIncomeAmt
Total Tax$7,756TotalTaxAmt
Distributable Before Adj$261,621DistributableBeforeAdjAmt
Distributable Before Ded$261,621DistributableBeforeDedAmt
Distributable As Adjusted$261,621DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$278,649ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$278,649QualifyingDistributionsAmt
Adjusted Qualifying Distri$278,649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$261,621DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$103,345ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,748ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$122,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$280,049TotalExcessDistributionCyovAmt
Qualifying Distributions$278,649QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$261,621AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,028RemainingDistriFromCorpusAmt
Total Corpus$297,077TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$297,077ExcessDistriCyovToNextYrAmt
Excess From Year3$103,345ExcessFromYear3Amt
Excess From Year2$53,748ExcessFromYear2Amt
Excess From Year1$122,956ExcessFromYear1Amt
Excess From Current Year$17,028ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKENNETH KIM HAWKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12516 DEER PARK BLVDAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4023421607RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS SHOULD INCLUDE A DESCRIPTION OF THE ORGANIZATION MAKING THE APPLICATION, THE INTENDED USE OF THE FUNDS, AND THE BASIS FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE. PREFERENCE IS GIVEN TO LOCAL ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELLEVUE UNIVERSITY
1000 GALVIN ROAD SOUTHBELLEVUENE68005EDUCATIONALGENERAL FUNDING$38,333
BOYS & GIRLS CLUB OF MIDLANDS
2610 HAMILTON STREETOMAHANE68131CHARITABLEGENERAL FUNDING$35,000
COLLEGE WORLD SERIES OF OMAHA
5010 DODGE STREETOMAHANE68178CHARITABLEGENERAL FUNDING$10,000
GREATER OMAHA CHAMBER FOUNDATION
1301 HARNEY STREETOMAHANE68102CHARITABLEGENERAL FUNDING$25,000
NEBRASKA GAME AND PARKS FOUNDATION
PO BOX 36WAVERLYNE68462CHARITABLEGENERAL FUNDING$25,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606CHARITABLEGENERAL FUNDING$5,000
UNITED WAY OF MIDLANDS
1805 HARNEY STREETOMAHANE68102CHARITABLEGENERAL FUNDING$20,000
UNIVERSITY OF NEBRASKA FOUNDATION
2285 S 67TH STREET 200OMAHANE68102CHARITABLEGENERAL FUNDING$18,333
CITY OF COUNCIL BLUFFS
149 W BROADWAYCOUNCIL BLUFFSIA51503CHARITABLEGENERAL FUNDING$1,000
GEORGIA TECH FOUNDATION
760 SPRING ST NW 400ATLANTAGA30308CHARITABLEGENERAL FUNDING$1,500
KEVIN O'CONNOR SCHOLARSHIP FUND
2111 S 165TH STOMAHANE68130CHARITABLEGENERAL FUNDING$500
POLICE ATHELTICS FOR COMMUNITY (PACE)
5105 S 37TH STREETOMAHANE68107CHARITABLEGENERAL FUNDING$5,000
BOYS SCOUTS OF AMERICA
1325 W Walnut Hill LaneIRVINGTX75038CHARITABLEGENERAL FUNDING$1,500
HASTINGS COLLEGE
710 N Turner AveHASTINGSNE68901CHARITABLEGENERAL FUDING$10,000
ISU FOUNDATION
2505 UNIVERSITY BLVDAMESIA50010CHARITABLEGENERAL FUNDING$400
JUVENILE JUSTIC ASSOCIATION
635 S 14th St Suite 200LINCOLNNE68508CHARITABLEGENERAL FUNDING$81,500
KEEP OMAHA BEAUTIFUL
1819 Farnam Street Suite 306OMAHANE68183CHARITABLEGENERAL FUNDING$1,250
Flower Girl LLC
9719 Frederick StOmahaNE68124CHARITABLEGENERAL FUNDING$214
LATINO CENTER OF THE MIDLANDS
4821 S 24TH STOMAHANE68107CHARITABLEGENERAL FUNDING$1,800
WOUNDED WARRIOR PROJECT
11218 JOHN GALT BLVD STE 103OMAHANE68137CHARITABLEGENERAL FUNDING$100
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601CHARITABLEGENERAL FUNDING$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$281,480TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,727ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$383,584ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$388,311ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$388,311TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,050Amt
Net Investment Income$525NetInvestmentIncomeAmt
Disbursements Charitable Prps$525DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWEITZ PARTNERS VALUE FUNDStockNm
EOY Book Value$4,317,210EOYBookValueAmt
EOYFMV$4,480,738EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$371,356USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$370,684USGovtObligationsEOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt

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