BETA

HAWKINS CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HAWKINS CHARITABLE TRUST (EIN 47-6041927)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-14
IRS object ID
201611359349100301
Schema version
2015v2.1
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)
Return2016-05-14T04:54:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Deloitte Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 Dodge Street Suite 3100AddressLine1Txt
CityOmahaCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476041927EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hawkins Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
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)
PersonKENNETH KIM HAWKINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4023421607PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian GoughPreparerPersonNm
PTINP00584138PTIN
Phone4023467788PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,047,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$341,317ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,458InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,458InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$534,806NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$550,019GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$534,806CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$878,581TotalRevAndExpnssAmt
Total Net Invst Incm$537,264TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,459TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$124OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,908TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$353,465ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$353,465ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$359,373TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$353,465TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$519,208ExcessRevenueOverExpensesAmt
Net Investment Income$537,264NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,302CashBOYAmt
Cash EOY$428,942CashEOYAmt
Cash EOYFMV$428,942CashEOYFMVAmt
Acct Rcvbl$185AcctRcvblAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
Acct Rcvbl EOY$185AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$185AcctRcvblEOYFMVAmt
US Government Obligations BOY$800,648USGovernmentObligationsBOYAmt
US Government Obligations EOY$375,326USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$374,096USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,265,996CorporateStockBOYAmt
Corporate Stock EOY$3,800,801CorporateStockEOYAmt
Corporate Stock EOYFMV$4,244,031CorporateStockEOYFMVAmt
Total Assets BOY$4,086,046TotalAssetsBOYAmt
Total Assets EOY$4,605,254TotalAssetsEOYAmt
Total Assets EOYFMV$5,047,254TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,086,046CapitalStockBOYAmt
Capital Stock EOY$4,605,254CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,086,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,605,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,086,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,605,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,086,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$519,208ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,605,254SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,605,254TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TreasuryP$150,000$150,503-$503-$503
US TreasuryP$200,000$199,635$365$365
US TreasuryP$200,019$199,880$139$139
Weitz FundsP$534,805$534,805
FieldValueIRS element (for citing)
Capital Gain Net Income$534,806CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,390AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,373,583NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049016DistributionYr1Rt
Adjusted Qlfy Distri Yr2$223,215AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,946,703NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045124DistributionYr2Rt
Adjusted Qlfy Distri Yr3$191,591AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,339,520NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044150DistributionYr3Rt
Adjusted Qlfy Distri Yr4$253,804AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,111,489NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061730DistributionYr4Rt
Adjusted Qlfy Distri Yr5$273,610AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,871,949NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070665DistributionYr5Rt
Total Distribution0.270685TotalDistributionRt
Average Distribution0.054137AverageDistributionRt
Net Vl Noncharitable Assets$5,109,852NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$276,632AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,373NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$282,005AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$353,465QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,373InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,373SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,373TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,173TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKenneth Kim HawkinsIndividualWithBooksNm
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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 BlvdOmahaNE68105Trustee0.00$0$0$0
Kim Hawkins
2516 Deer Park BlvdOmahaNE68105Trustee0.00$0$0$0
Chris Hawkins
2516 Deer Park BlvdOmahaNE68105Trustee0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,078,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,112AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,187,667TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,187,667AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,109,852NetVlNoncharitableAssetsAmt
Minimum Investment Return$255,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$255,493MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,373TaxBasedOnInvestmentIncomeAmt
Total Tax$5,373TotalTaxAmt
Distributable Before Adj$250,120DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$250,120DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$250,120DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$353,465ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$353,465QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,373PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$348,092AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$250,120DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,651ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,393ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$129,044TotalExcessDistributionCyovAmt
Qualifying Distributions$353,465QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$250,120AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,345RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$232,389TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$80,651ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$151,738ExcessDistriCyovToNextYrAmt
Excess From Year4$48,393ExcessFromYear4Amt
Excess From Current Year$103,345ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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 NEED.FormAndInfoAndMaterialsTxt
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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bellevue Public Schools
2600 Arboretum DrBellevueNE68005N/AEducationalGeneral Funding$1,000
Bellevue University
1000 Galvin Road SouthBellevueNE68005N/AEducationalGeneral Funding$30,000
Boy Scouts of America - Mid-America Council
12401 West Maple RoadOmahaNE68164N/ACharitableGeneral Funding$1,250
Boys & Girls Club of Midlands
2610 Hamilton StreetOmahaNE68131N/ACharitableGeneral Funding$25,000
BOYS TOWN
200 Flanagan Boulevard PO Box 8000Boys TownNE68010N/ACharitableGeneral Funding$30,000
COLLEGE WORLD SERIES OF OMAHA
5010 Dodge StreetOmahaNE68132N/ACharitableGeneral Funding$9,675
Creighton Univ Rasmussen Ctr
2500 California PlazaOmahaNE68178N/ACharitableGeneral Funding$30,000
Creighton University Charles and Mary Heider Scholarship Fund
2500 California PlazaOmahaNE68178N/ACharitableGeneral Funding$250
Doane College
4020 S 147th StreetOmahaNE68137N/AEducationalGeneral Funding$15,000
First Responders Foundation
14916 Miami StreetOmahaNE68116N/ACharitableGeneral Funding$5,000
Greater Omaha Economic Development
1301 Harney StreetOmahaNE68102N/ACharitableGeneral Funding$25,000
Lincoln Parks Foundation
2740 A Street Box 201LincolnNE68502N/ACharitableGeneral Funding$81,500
MECA of Omaha
455 North 10th StreetOmahaNE68102N/ACharitableGeneral Funding$7,080
Nebraska Chamber of Commerce & Industry
PO Box 95128LincolnNE68509N/ACharitableGeneral Funding$3,000
Nebraska Game and Parks Foundation
PO Box 36WaverlyNE68462N/ACharitableGeneral Funding$10,000
Omaha Children's Museum
500 South 20th StreetOmahaNE68102N/ACharitableGeneral Funding$1,750
Platte Institute for Economic Research
6910 Pacific Street Suite 216OmahaNE68106N/ACharitableGeneral Funding$2,000
The Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA222031606N/ACharitableGeneral Funding$500
THE WESTSIDE FOUNDATION
909 S 76th StreetOmahaNE68114N/ACharitableGeneral Funding$1,500
United Way of Midlands
1805 Harney StreetOmahaNE68102N/ACharitableGeneral Funding$30,000
University of Nebraska Foundation
2285 S 67th Street 200OmahaNE68102N/ACharitableGeneral Funding$43,960
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$353,465TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,458ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business230000BusinessCd
Exclusion18ExclusionCd
Exclusion$534,806ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$537,264ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$537,264TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional FeesCategoryTxt
Amt$1,325Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWeitz Partners Value FundStockNm
EOY Book Value$3,800,801EOYBookValueAmt
EOYFMV$4,244,031EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$375,326USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$374,096USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOperating ExpensesDesc
Revenue And Expenses Per Books$124RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$4,459Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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