ROBERT Z HAWKINS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT Z HAWKINS FOUNDATION (EIN 88-0162645)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202513179349102621
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T14:08:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880118801PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNARD VOGLER & CO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 W LIBERTY STREET SUITE 1100AddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP895011959ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN880162645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT Z HAWKINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone7757861105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE EAST LIBERTY STREET 509AddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN K BERNARDPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone7757861105PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTEELA MCCULLARPreparerPersonNm
PTINP01282477PTIN
Phone7757866141PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,912,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$752InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$752InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$731,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$731,822DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,060,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,613,880GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,060,672CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,793,246TotalRevAndExpnssAmt
Total Net Invst Incm$1,793,246TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$240,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,662CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$213,338CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$16,593OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,148OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$12,445OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,600LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,300LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,300LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,713AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,712AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$31,894TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,894TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$27,408OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,852OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$20,556OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,132OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,033OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,099OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$344,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$263,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,321,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,321,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,665,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,585,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$127,389ExcessRevenueOverExpensesAmt
Net Investment Income$1,742,644NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$688,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$461,388SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$461,388SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,161,173CorporateStockBOYAmt
Corporate Stock EOY$15,515,942CorporateStockEOYAmt
Corporate Stock EOYFMV$36,451,571CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$43,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,100LandBldgEquipAccumDeprecAmt
Total Assets BOY$15,849,941TotalAssetsBOYAmt
Total Assets EOY$15,977,330TotalAssetsEOYAmt
Total Assets EOYFMV$36,912,959TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,849,941NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,977,330NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,849,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,977,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,849,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,977,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,849,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$127,389ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,977,330SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,977,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
568 SHS - AMAZON.COM INCP2018-03-262024-09-10$101,022$43,311$57,711$57,711
135 SHS - BLACKROCK INC.P2011-02-222024-05-09$104,865$26,846$78,019$78,019
1666.334 SHS - DOW INCP2013-08-152024-12-11$69,489$62,461$7,028$7,028
333.333 SHS - DOW INCP2014-11-252024-12-11$13,901$17,717-$3,816-$3,816
1024.333 SHS - DOW INCP2015-10-142024-12-11$42,717$48,700-$5,983-$5,983
1635 SHS - DOW INCP2019-07-102024-12-11$68,183$79,307-$11,124-$11,124
822 SHS - CISCO SYSTEMS INCP2012-09-182024-09-10$39,639$15,724$23,915$23,915
125 SHS - CISCO SYSTEMS INCP2013-03-132024-09-10$60,663$27,261$33,402$33,402
14.779 SHS - DUPONT DE NEMOURS INC.P2014-11-252024-05-09$1,145$1,153-$8-$8
1024.220 SHS - DUPONT DE NEMOURS INCP2015-10-142024-05-09$79,385$71,465$7,920$7,920
2.700 SHS - DUPONT DE NEMOURS INCP2021-12-152024-05-09$209,273$210,220-$947-$947
3945 SHS GENUINE PARTS COP2022-07-132024-11-13$478,704$546,849-$68,145-$68,145
1140 SHS - ELI LILLY & COP2017-02-152024-08-15$1,051,447$90,595$960,852$960,852
3570 SHS MCCORMICK & CO INCP2019-03-182024-02-13$232,725$253,257-$20,532-$20,532
1550 SHS - PFIZER INCP2014-06-132024-08-15$44,106$43,181$925$925
5000 SHS - PFIZER INCP2014-06-242024-08-15$142,279$139,647$2,632$2,632
185 SHS - PFIZER INCP2014-06-252024-08-15$5,264$5,213$51$51
6500 SHS - PFIZER INVP2014-11-252024-08-15$184,963$186,574-$1,611-$1,611
725 SHS - PHILLIPS 66P2020-11-122024-05-09$105,618$40,259$65,359$65,359
1080 SHS - UNITED HEALTH GROUP INCP2022-07-132024-04-10$489,298$546,507-$57,209-$57,209
186 SHS - UNITED HEALTH GROUP INCP2022-09-142024-04-10$84,268$96,961-$12,693-$12,693
CAPITAL GAINS DIVIDENDSP$4,926$4,926$4,926
FieldValueIRS element (for citing)
Capital Gain Net Income$1,060,672CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,223InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,223SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,223TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,085EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,085TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$45EsPenaltyAmt
Overpayment$5,817OverpaymentAmt
Applied To ES Tax$5,817AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNVOrgReportOrRegisterStateCd
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 BooksBARNARD VOGLER COIndividualWithBooksNm
Phone7757866141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 WEST LIBERTY ST SUITE 1100AddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89501ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLYN K BERNARD
ONE EAST LIBERTY ST STE 509RENONV89501CHAIRMAN6.00$60,000$0$0
BILL A LIGON JR
ONE EAST LIBERTY ST STE 509RENONV89501TRUSTEE2.00$45,000$0$0
C DAVID RUSSELL
ONE EAST LIBERTY ST STE 509RENONV89501TRUSTEE2.00$45,000$0$0
MICHAEL REED
ONE EAST LIBERTY ST STE 509RENONV89501TRUSTEE2.00$45,000$0$0
MICHAEL WALLACE
ONE EAST LIBERTY ST STE 509RENONV89501TRUSTEE2.00$45,000$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,842,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$699,535AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,541,978TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,541,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$533,130CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,008,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,750,442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,750,442MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,223TaxBasedOnInvestmentIncomeAmt
Total Tax$24,223TotalTaxAmt
Distributable Before Adj$1,726,219DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,726,219DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,726,219DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,585,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,585,255QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,726,219DistributableAsAdjustedAmt
Undistributed Income PY$139,333UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,585,255QualifyingDistributionsAmt
Applied To Year1$139,333AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,445,922AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$280,297UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT Z HAWKINS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE EAST LIBERTY STREET SUITE 509AddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89501ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7757861105RecipientPhoneNum
Form And Info And MaterialsSOLICITATIONS FOR GRANTS OR FUNDS MUST MEET FOUNDATION CRITERIA AS TO BEING OF A CHARITABLE NATURE AND FOR A SPECIFIC PROJECT OR PURPOSE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC SUBMISSION DEADLINES ARE IN EFFECT AT PRESENT.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS SHALL BE EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN, OR DIRECTLY RELATED TO, THE STATE OF NEVADA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
43 NEVADA HIGH SCHOOL SCHOLARSHIPS
ONE EAST LIBERTY STREETRENONV89501PCHIGH SCHOOL SCHOLARSHIPS$136,000
AVA BALLET THEATRE
73 WEST PLUMB LANERENONV89509PCRENTAL FEES$12,000
ADOPT A VET DENTAL PROGRAM
1301 CORDONE AVENUE SUITE 100RENONV89502PCCAPITAL CAMPAIGN$20,000
AMPLIFY LIFE
PO BOX 7178RENONV89510PCSKILLS AND RECREATION PROGRAMS$15,000
ARTOWN
528 W 1ST STRENONV89503PCMONDAY NIGHT MUSICAL SERIES$35,000
ARTS FOR ALL NEVADA
250 COURT STRENONV89501PCART SUPPLIES$9,000
ASSISTANCE LEAGUE RENO-SPARKS
PO BOX 7376RENONV89510PCPROGRAM SUPPORT - OPERTAION SCHOOL BELL, SENIOR FOOD PANTRY, AND STUDENTS IN TRANSITION$30,000
BEES4VETS
PO BOC 51551SPARKSNV89435PCBEEKEEPING COURSE$5,000
BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA
1300 FOSTER DRIVE SUITE 210RENONV89509PCBUILDING BIG FUTURES CAPITAL CAMPAIGN$25,000
BOYS & GIRLS CLUB OF MASON VALLEY
124 NORTH MAIN STYERINGTONNV89447PCPROGRAM EXPENSES$10,000
BOYS & GIRLS CLUB OF TRUCKEE MEADOWS
2680 E 9TH STRENONV89512PCLIFE AND WORKFORCE READINESS PROGRAM$40,500
BOYS AND GIRLS CLUB OF NORTH LAKE TAHOE
PO BOX 1617KINGS BEACHCA96143PCSTEM GAMING PROGRAM AND CURRICULUM$15,000
CARE CHEST OF SIERRA NEVADA
7910 N VIRGINIA STRENONV89506PCPROGRAM SUPPORT$25,000
CARMEL OF RENO
1950 LA FOND DRIVERENONV89509PCSELF-INITIATED END OF YEAR GRANT$10,000
CATHOLIC CHARITIES OF NORTHERN NEVADA
500 E FOURTH STRENONV89513PCELEVATING FAMILIES PROGRAM AND FOOD PANTRY$25,000
DESERT RESEARCH INSTITUTE
2215 RAGGIO PARKWAYRENONV89512PCVARIOUS EDUCATIONAL GIVING PROGRAMS$30,000
DOMESTIC VIOLENCE RESOURCE CENTER
1735 VASSAR STREETRENONV89502PCEMERGENCY SERVICES AND REPAIR AND MAINTENANCE EXPENSES$20,000
FOOD BANK OF NORTHERN NEVADA
550 ITALY DRIVESPARKSNV89437PCCORE FOOD DISTRIBUTION PROGRAM AND SELF INITIATED END OF YEAR GRANT.$200,000
FOR KIDS FOUNDATION
834 WILLOW STRENONV89502PCHIGH FIVE FOR NORTHERN NV CHILDREN$15,000
HIGH FIVES FOUNDATION
10775 PIONEER TRAIL 108TRUCKEENV96161PCSKY TAVERN TRAIL EXPANSION$18,000
KIDS AND HORSES THERAPEUTIC RIDING CENTER
2869 ESAW STREETMINDENNV89423PCSCHOLARSHIP FUND$25,000
KNPB-CHANNEL 5
1670 NORTH VIRGINIA STRENONV89503PCNEWSHOUR AND NATURE ACQUISTION EXPENSES$10,000
LYON COUNTY MUSEUM
215 S MAIN STREETYERINGTONNV89447PCREPAIRS AND UPKEEP$10,000
NEVADA DIABETES ASSOCIATION
18 STEWART STRENONV89501PCTEEN CAMP AND CAMP BUCK SCHOLARSHIPS$25,000
NEVADA HEALTH CENTERS
3325 RESEARCH WAYCARSON CITYNV89706PCMAMMOVAN$20,000
NEVADA INSTITUTE OF FORENSIC NURSING
401 RAILROAD STREET 203ELKONV89081PCCORTEX MACHINE$20,000
NEVADA MUSEUM OF ART
160 W LIBERTY STREETRENONV89501PCDEEP TIME: SEA DRAGONS OF NEVADA$25,000
NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION
3550 BARRON WAY5ARENONV89511PCFAMILY ASSISTANCE FUND$25,000
NORTHERN NEVADA RURAL CONCERT INITIATIVE
PO BOX 20236RENONV89515PCMUSIC EDUCATION$2,000
NOTE-ABLE MUSIC THERAPY SERVICES
925 RIVERSIDE DRIVERENONV89503PCOPERATIONAL EXPENSES$45,000
RENO CHAMBER ORCHESTRA
925 RIVERSIDE DRIVE SUITE 5RENONV89503PCTECHNOLOGY UPDATES - LIGHT STANDS$5,100
RENO FOOD SYSTEMS
972 BATES AVERENONV89502PCFOOD FOR ALL: FARM FRESH PRODUCE DISTRIBUTIONS, HEALTHY PREPARED MEALS AND SEEDLING DONATION PROJECT$12,000
RENO LITTLE THEATER
147 E PUEBLO STRENONV89502PCTECHNICAL EQUIPMENT$21,200
RENO PHILHARMONIC ASSOCIATION
93RENONV89503PCOPERATIONAL SUPPORT AND EDUCATIONAL PROGRAMS$10,000
RENO POPS ORCHESTRA
PO BOX 20952RENONV89515PCRENTAL FEES$2,410
RENOWN HEALTH FOUNDATION
1155 MILL ST MS 02RENONV89502PCNURSE TUITUION SPONSORSHIP$102,000
RONALD MCDONALD HOUSE CHARITIES
323 MAIN STRENONV89506PCOPERATING EXPENSES$10,000
SIERRA KIDS FOUNDATION
348 MILL STRENONV89501PCAUTISM ABA THRAPY PROGRAM SCHOLARSHIPS$10,000
SIERRA NEVADA BALLET
3929 MCCARRAN BLVDRENONV89503PCRZH AMPHITHEATER PERFORMANCE$2,150
SIERRA SCHOOL OF PERFORMING ARTS
PO BOX 17214RENONV89511PCRZH AMPHITHEATER RENTAL REIMBURSEMENT$15,865
SKY TAVERN JR SKI PROGRAM
21130 MT ROSE HIGHWAYRENONV89511PCSKI SCHOLARSHIPS$50,000
SOUFUL SEEDS
2686 SNOWY OWL COURTRENONV89523PCOPERATIONAL EXPENSES$20,000
TERRY LEE WELLS NEVADA DISCOVERY MUSUEM
490 S CENTER STREETRENONV89501PCFIELD TRIPS$20,020
THE FIRST TEE OF NORTHERN NEVADA
3550 BARRON WAY SUITE 10BRENONV89511PCPROGRAM EXPENSES$5,000
THE NEVADA WOODCHUCKS INC
PO BOX 20285RENONV89515PCANNUAL TOY PROJECT$6,750
TINY TOES FOUNDATION
PO BOX 60571RENONV89503PCFAMILY ASSISTANCE$5,000
TOCCATA
PO BOX 1037VERDINV89439PCRZH AMPHITHEATER REIMBURSEMENT$3,260
TRUCKEE MEADOWS PARKS FOUNDATION
50 COWAN DRIVERENONV89509PCHEALTHY PARKS, HEALTHY PEOPLE.$5,000
UNIVERSITY OF NEVADA RENO SCHOOL OF PUBLIC HEALTH
MAIL STOP 0007RENONV89557PCSCHOOL OF PUBLIC HEALTH$100,000
WALKER BASIN CONSERVANCY
615 RIVERSIDE DRIVE SUITE CRENONV89053PCSTEM-BASED PROGRAM FOR UNDERSERVED YOUTH IN RURAL NEVADA$13,550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,321,805TotalGrantOrContriPdDurYrAmt
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$752ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$731,822ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,060,672ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,793,246ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,793,246TotalIncomeProducingActyAmt

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)
CategoryPREPARATION OF 990-PF AND ACCOUNTING FEESCategoryTxt
Amt$11,425Amt
Net Investment Income$5,713NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,712DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABB LIMITED - 13.960 SHS$349,429$749,792
ABBOTT LABORATORIES - 7,000 SHS$184,387$791,770
ALEXANDRIA REAL ESTATE EQUITIES INC - 2,000 SHS$121,243$195,100
AMAZON.COM INC - 7,212 UNITS$642,008$1,582,241
AMERICAN TOWER CORP - 1,675 SHS$424,589$307,212
ANALOG DEVICES INC - 5,709 SHS$358,747$1,212,934
APPLE - 12,859 SHS$357,187$3,220,151
ASTRAZENECA PLC SPONSORED ADR - 5,549 SHS$410,025$363,570
BANK OF AMERICA - 22,750 SHS$742,564$999,863
BLACKROCK INC - 865 SHS$172,014$886,720
CHEVRON CORP - 3,862 SHS$431,031$559,372
CISCO SYSTEMS INC - 12,047 SHS$262,633$713,182
CSX CORP - 30,270 SHS$162,397$976,813
DUKE ENERGY CORP - 4,384 SHS$299,130$472,332
ECOLAB INC - 2,866 SHS$68,296$671,561
ELI LILLY & COMPANY - 3,193 SHS$253,746$2,464,996
EMERSON ELECTRIC COMPANY - 4,945 SHS$265,270$612,833
HOME DEPOT - 4,346 SHS$846,391$1,690,551
JOHNSON & JOHNSON - 3,830 SHS$268,334$553,895
JP MORGAN CHASE & COMPANY - 6,846 SHS$431,354$1,641,055
L3HARRIS TECHNOLOGIES INC - 2,189 SHS$499,743$460,302
MCDONALDS CORP - 2,893 SHS$361,297$838,652
MEDTRONIC PLC - 9,600 SHS$812,372$766,848
MERCK & COMPANY INC NEW - 7,520 SHS$251,859$748,090
METLIFE INC - 11,850 SHS$629,607$970,278
MICROSOFT CORP - 6,288 SHS$281,012$2,650,392
MONDELEZ INTERNATIONAL INC - 9,000 SHS$239,256$537,570
NEXTERA ENERGY INC - 8,339 SHS$372,667$597,823
ORACLE CORP - 8,070 SHS$351,898$1,344,785
PEPSICO INC - 3,845 SHS$657,542$584,671
PHILIPS 66 - 4,445 SHS$291,753$506,419
PROLOGIS INC - 4750 SHS$149,410$502,075
QUALCOMM INC. - 5,155 SHS$663,191$791,911
SYSCO CORP - 2,900 SHS$232,415$221,734
TARGET CORP - 5,141 SHS$419,093$694,960
TRACTOR SUPPLY CO - 13,265 SHS$664,520$703,841
UNION PACIFIC CORP - 4,130 SHS$325,564$941,805
US BANCORP - 26,935 SHS$567,694$1,288,301
VICI PROPERTIES INC - 21,745 SHS$694,274$635,171

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$4,600LegalFeesAmt
Net Investment Income$2,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,300DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSEDesc
Revenue And Expenses Per Books$12,132RevenueAndExpensesPerBooksAmt
Net Investment Income$3,033NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,099DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED TAX PAYMENTS FOR 2024$30,000$0$0
FOREIGN TAXES PAID$1,894$1,894$0

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