HAWKINS CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAWKINS CHARITABLE TRUST (EIN 47-6041927)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349103697
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:38:08-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCDEVITT | PreparerPersonNm |
| PTIN | P00954582 | PTIN |
| Phone | 4023921040 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 47008520181345000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6DCD547FA7AF3803CE0D1CCDEACAED70E1FCAC65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DCD547FA7AF3803CE0D1CCDEACAED70E1FCAC65 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,984,659 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $738,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $754,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,020 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,020 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $373,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $373,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $379,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,329 | CashBOYAmt |
| Cash EOY | $561,290 | CashEOYAmt |
| Cash EOYFMV | $562,890 | CashEOYFMVAmt |
| US Government Obligations BOY | $374,742 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $375,230 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $373,381 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,800,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,933,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,048,388 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,609,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,870,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,984,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,609,872 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,870,100 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,609,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,870,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,609,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,870,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,609,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $379,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,170 | OtherIncreasesAmt |
| Subtotal | $5,008,124 | SubtotalAmt |
| Other Decreases | $138,024 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,870,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15,451 SHS OF WEITZ PARTNERS VALUE | 2017-12-19 | $500,000 | $361,976 | $138,024 | $138,024 | ||
| US TREASURY | 2017-07-31 | $125,000 | $124,696 | $304 | $304 | 2015-07-15 | |
| CAPITAL GAIN DIVIDENDS | $113,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,380 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,937,158 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060638 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $348,092 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,109,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $263,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,373,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $223,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,946,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,339,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04415 | DistributionYr5Rt |
| Total Distribution | 0.26705 | TotalDistributionRt |
| Average Distribution | 0.05341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,083,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,038 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $374,586 | 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 | $2,537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,537 | SubtotalAmt |
| Tax Based On Investment Income | $2,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,887 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,887 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,350 | OverpaymentAmt |
| Applied To ES Tax | $2,350 | 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 |
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 | $4,893,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,160,743 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,160,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,083,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,537 | TotalTaxAmt |
| Distributable Before Adj | $251,630 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $251,630 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $251,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,586 | 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 | $374,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $372,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $103,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,748 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $251,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,956 | RemainingDistriFromCorpusAmt |
| Total Corpus | $280,049 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $280,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $103,345 | ExcessFromYear2Amt |
| Excess From Year1 | $53,748 | ExcessFromYear1Amt |
| Excess From Current Year | $122,956 | 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 (24 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 | $25,000 |
| COLLEGE WORLD SERIES OF OMAHA | ||||||
| 5010 DODGE STREET | OMAHA | NE | 68178 | CHARITABLE | GENERAL FUNDING | $9,450 |
| GREATER OMAHA CHAMBER FOUNDATION | ||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | CHARITABLE | GENERAL FUNDING | $25,000 |
| MECA OF OMAHA | ||||||
| 455 NORTH 10TH STREET | OMAHA | NE | 68102 | CHARITABLE | GENERAL FUNDING | $7,550 |
| NEBRASKA GAME AND PARKS FOUNDATION | ||||||
| PO BOX 36 | WAVERLY | NE | 68462 | CHARITABLE | GENERAL FUNDING | $10,000 |
| 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 | $45,333 |
| CITY OF COUNCIL BLUFFS | ||||||
| 149 W BROADWAY | COUNCIL BLUFFS | IA | 51503 | CHARITABLE | GENERAL FUNDING | $1,000 |
| GEORGIA TECH FOUNDATION | ||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 30308 | CHARITABLE | GENERAL FUNDING | $1,500 |
| GROSS CATHOLIC HIGH SCHOOL | ||||||
| 7700 SOUTH 43RD STREET | BELLEVUE | NE | 68147 | CHARITABLE | GENERAL FUNDING | $10,000 |
| KEVIN O'CONNOR SCHOLARSHIP FUND | ||||||
| 2111 S 165TH ST | OMAHA | NE | 68130 | CHARITABLE | GENERAL FUNDING | $1,000 |
| POLICE ATHELTICS FOR COMMUNITY (PACE) | ||||||
| 5105 S 37TH STREET | OMAHA | NE | 68107 | CHARITABLE | GENERAL FUNDING | $5,500 |
| BOYS TOWN DEVELOPMENT | ||||||
| 14100 Crawford St | BOYS TOWN | NE | 68010 | CHARITABLE | GENERAL FUNDING | $60,000 |
| BOYS SCOUTS OF AMERICA | ||||||
| 1325 W Walnut Hill Lane | IRVING | TX | 75038 | CHARITABLE | GENERAL FUNDING | $1,500 |
| CREIGHTON ATHLETICS | ||||||
| 2500 California Plz | omaha | NE | 68178 | CHARITABLE | GENERAL FUNDING | $1,600 |
| HASTINGS COLLEGE | ||||||
| 710 N Turner Ave | HASTINGS | NE | 68901 | CHARITABLE | GENERAL FUDING | $10,000 |
| HOSPICE HOUSE | ||||||
| 7415 CEDAR ST | OMAHA | NE | 68124 | CHARITABLE | GENERAL FUNDING | $200 |
| ISU FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | CHARITABLE | GENERAL FUNDING | $1,500 |
| JUVENILE JUSTIC ASSOCIATION | ||||||
| 635 S 14th St Suite 200 | LINCOLN | NE | 68508 | CHARITABLE | GENERAL FUNDING | $81,500 |
| KEEP OMAHA BEAUTIFUL | ||||||
| 1819 Farnam Street Suite 306 | OMAHA | NE | 68183 | CHARITABLE | GENERAL FUNDING | $1,000 |
| ST JOHNS CATHOLIC CHURCH | ||||||
| 5815 OAK HILLS DR | OMAHA | NE | 68137 | CHARITABLE | GENERAL FUNDING | $100 |
| WESTSIDE FOUNDATION | ||||||
| 1101 S 90TH STREET | OMAHA | NE | 68124 | CHARITABLE | GENREAL FUNDING | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $373,566 | 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 | $2,750 | 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 | $251,938 | 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 | $254,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,688 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 CONSTRUCTION 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 | $500,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 15,451 SHS OF WEITZ PARTNERS VALUE FUND | NoncashPropertyDesc |
| Fair Market Value | $500,000 | FairMarketValueAmt |
| Received | 2017-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,040 | Amt |
| Net Investment Income | $1,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,020 | 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 | $3,933,580 | EOYBookValueAmt |
| EOYFMV | $5,048,388 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $375,230 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $373,381 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAIN ON CONTRIBUTED STOCK | Desc |
| Amt | $138,024 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO CORRECT BASIS IN STOCK TRANSFER | Desc |
| Amt | $19,170 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
Comments