HAWKINS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAWKINS FAMILY FOUNDATION (EIN 41-1925282)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201801499349100165
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-29T13:36:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203294646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOMBERG HANSON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9800 SHELARD PARKWAY SUITE 208 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411925282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWKINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWK | BusinessNameControlTxt |
| Phone | 6514297791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 E COUNTY ROAD F | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLANCHE HAWKINS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6514297791 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D BOMBERG CPA | PreparerPersonNm |
| PTIN | P00003325 | PTIN |
| Phone | 7632770303 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,346,754 | 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 | $2,000,573 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $616,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,198,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,031 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,101,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,863 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,023,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,302,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,302,995 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,290,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,346,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,346,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,290,781 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,346,754 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,290,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,346,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,290,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,346,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,290,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,101,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,392,231 | SubtotalAmt |
| Other Decreases | $45,477 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,346,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC 5.35% GLB NTS | P | 2017-10-25 | 2017-11-28 | $25,676 | $25,000 | $676 | $676 |
| CARLYLE GROUP L P | P | 2017-09-06 | 2017-10-11 | $25,724 | $25,000 | $724 | $724 |
| HUNTINGTON BANCSHARES INC | P | 2016-03-14 | 2017-02-28 | $7,934 | $7,500 | $434 | $434 |
| KKR & CO L P DEL PFD UNIT SER A | P | 2016-03-10 | 2017-02-28 | $4,480 | $4,250 | $230 | $230 |
| AMAZON.COM INC. | P | 2015-10-22 | 2017-12-26 | $70,452 | $33,845 | $36,607 | $36,607 |
| ASSOCIATED BANK CORP WIS DEP SHS | P | 2015-06-01 | 2017-08-01 | $40,444 | $37,500 | $2,944 | $2,944 |
| DELTA AIR LINES INC. | P | 2013-04-09 | 2017-12-26 | $45,123 | $21,084 | $24,039 | $24,039 |
| O'SHARES FTSE US QUALITY | P | 2016-05-10 | 2017-05-24 | $23,224 | $21,562 | $1,662 | $1,662 |
| HARFORT FINCL SERVICES GROUP INC. | P | 2013-02-22 | 2017-12-26 | $111,294 | $48,561 | $62,733 | $62,733 |
| KKR & CO L P DEL PFD UNIT SER B | P | 2016-06-13 | 2017-09-13 | $26,631 | $25,000 | $1,631 | $1,631 |
| LOOMIS SAYLES SR FLOATING RATE & FIXED | P | 2015-01-16 | 2017-09-06 | $75,000 | $77,180 | -$2,180 | -$2,180 |
| VANECK VECTORS BIOTECH EFT | P | 2015-02-24 | 2017-05-24 | $23,511 | $27,160 | -$3,649 | -$3,649 |
| GENL ELECTRIC CO | P | 2009-03-06 | 2017-12-15 | $88,548 | $75,945 | $12,603 | $12,603 |
| TARGET CORP | P | 2004-10-01 | 2017-06-05 | $48,640 | $41,582 | $7,058 | $7,058 |
| GENL ELECTRIC CO | P | 2010-10-26 | 2017-12-15 | $106 | $106 | $106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,875 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,088,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $869,672 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $623,964 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.212056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,756 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $699,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.196861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,529 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $573,327 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.199762 | DistributionYr5Rt |
| Total Distribution | 0.861002 | TotalDistributionRt |
| Average Distribution | 0.172200 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,441,368 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $248,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,980 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,961 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,961 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $3,981 | OverpaymentAmt |
| Applied To ES Tax | $3,981 | 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 | MN | 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 | BLANCHE HAWKINS | IndividualWithBooksNm |
| Phone | 6514297791 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 E COUNTY ROAD F | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| BLANCHE HAWKINS | ||||||||
| 126 DELLWOOD AVE | DELLWOOD | MN | 55110 | DIRECTOR/CEO/SECRETARY | 0.00 | $0 | $0 | $0 |
| THANE E HAWKINS II | ||||||||
| 126 DELLWOOD AVE | DELLWOOD | MN | 55110 | DIRECTOR/CFO | 0.00 | $0 | $0 | $0 |
| LISA A HAWKINS | ||||||||
| 126 DELLWOOD AVE | DELLWOOD | MN | 55110 | DIRECTOR | 0.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE, LITERARY AND SCIENTIFIC PURPOSES AND TO MAKE DISTRIBUTIONS TO SECTION 501(C) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,401,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,463,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,463,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,441,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,961 | TotalTaxAmt |
| Distributable Before Adj | $68,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,476 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,238 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $439,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,043 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $466,275 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $86,305 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,476 | ExcessFromYear4Amt |
| Excess From Year3 | $102,187 | ExcessFromYear3Amt |
| Excess From Year2 | $82,238 | ExcessFromYear2Amt |
| Excess From Year1 | $65,026 | ExcessFromYear1Amt |
| Excess From Current Year | $27,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLANCHE HAWKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 E COUNTY ROAD F | AddressLine1Txt |
| City | WHITE BEAR LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6512245721 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, STATING PURPOSE OF ORGANIZATION AND INTENDED USE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BRAIN FOUNDATION | |||||||
| 201 CHICAGO AVENUE | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| CAPA GROWTH FUND | |||||||
| 239 AIRPORT PULING RD S | NAPLES | FL | 55110 | NONE | PUBLIC CHARITY | GENEAL | $1,000 |
| CAPA | |||||||
| 239 AIRPORT PULING RD S | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| COLLIER CO COMMUNITY FOUNDATION (HRURRICAN) | |||||||
| 1110 PINE RIDGE RD SUITE 200 | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| CONSERVANCY OF SOUTHWEST FL | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| DUBUQUE SYMPHONY | |||||||
| 2728 ASBURY ROAD | DUBUQUE | IA | 52001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FAIR VOTE MINNESOTA | |||||||
| 550 VANDALIA ST | ST PAUL | MN | 55114 | NONE | PUBLIC CHARITY | GENREAL | $1,000 |
| FAMILY MEANS | |||||||
| 1875 NORTHWESTERN AVE S | STILLWATER | MN | 55082 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| FRIENDS OF THE MISSISSIPPI | |||||||
| 101 EAST 5TH ST SUITE 2000 | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| GRAYWOLF PRESS | |||||||
| 250 THIRD AVENUE NORTH SUITE 600 | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| GUTHRIE THEATER | |||||||
| 818 S 2ND ST | MINNEAPOLIS | MN | 55415 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| H2O FOR LIFE-R2R | |||||||
| 1310 HIGHWAY 96 EAST 235 | WHITE BEAR LAKE | MN | 55110 | NONE | PUBLIC CHARITY | GENERAL | $5,850 |
| HOPE ACADEMY | |||||||
| 720 PAYNE AVE | ST PAUL | MN | 55130 | NONE | PUBLIC CHARITY | GENERAL | $17,500 |
| JUNGLE THEATER | |||||||
| 2951 LYNDALE AVE S | MINNEAPOLIS | MN | 55408 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| LAND STEWARDSHIP PROJECT | |||||||
| 821 E 35TH STREET SUITE 200 | MINNEAPOLIS | MN | 55407 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MINNESOTA COMMUNITY EDUCATION ASSOCIATION | |||||||
| 13750 LAKE BLVD | LINDSTROM | MN | 55045 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MINNESOTA LANDSCAPE ARBORETUM | |||||||
| 3675 ARBORETUM DRIVE | CHASKA | MN | 55318 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MOTHERS CLUBS OF HAITI | |||||||
| 1666 GULF COAST DR | NAPLES | FL | 34110 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| NAPLES WOMANS CLUB | |||||||
| 570 PARK ST | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PLEASANT RIDGE WALDORF | |||||||
| 431 E COURT ST | VIROQUA | WI | 54665 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| POPE FRANCIS HOME & SCHOOL | |||||||
| PO BOX 11732 | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| RICE PARK REVITALIZATION PR | |||||||
| 380 JACKSON ST STE 287 | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SALVATION ARMY | |||||||
| 401 7TH ST W | ST PAUL | MN | 55102 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SCIENCE MUSEUM OF MN | |||||||
| 120 KELLOGG BLVD W | ST PAUL | MN | 55102 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| ST PAUL GARDEN CLUB | |||||||
| 70 COUNTY ROAD B E | MAPLEWOOD | MN | 55318 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| SUMMIT ACADEMY | |||||||
| 935 OLSON MEM HWY | GOLDEN VALLEY | MN | 55405 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SWANDIVE THEATER | |||||||
| 2313 E 35TH ST | MINNEAPOLIS | MN | 55406 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| THE FAMILY PARTNERSHIP | |||||||
| 414 SOUTH EIGHT STREET | MINNEAPOLIS | MN | 55404 | NONE | PUBLIC CHARITY | GENERAL | $750 |
| TWIN CITIES PUBLIC TELEVISION | |||||||
| 172 4TH ST E | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| TX STATE EDUCATION FOUNDATION | |||||||
| PO BOX 380732 | DUNCANVILLE | TX | 75138 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| US NAVAL ACADEMY FOUNDATION | |||||||
| 25 MARYLAND AVE | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| WGCU - PUBLIC MEDIA | |||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| WHITE WHITE BEAR AREA YMCA | |||||||
| 2100 ORCHARD LANE | WHITE BEAR LAKE | MN | 55110 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,031 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THANE HAWKINS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 DELLWOOD AVE | AddressLine1Txt |
| City | DELLWOOD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,573 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES - DETAIL AVAILABLE | NoncashPropertyDesc |
| Fair Market Value | $2,000,573 | FairMarketValueAmt |
| Received | 2017-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS | $3,301,999 | $3,301,999 |
| APOLLO | $996 | $996 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 INCOME RECIEVABLE | Desc |
| BOY Book Value | $1,764 | BOYBookValueAmt |
| EOY Book Value | $1,896 | EOYBookValueAmt |
| EOYFMV | $1,896 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $45,477 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $25 | $0 | $0 |
| INTERNAL REVENUE SERVICES | $629 | $0 | $0 |