HAWKINS CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAWKINS CHARITABLE TRUST (EIN 47-6041927)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349100864
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:29:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 DODGE STREET SUITE 3100 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476041927 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawkins Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWK | NameControl |
| Phone | 4023421607 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 Deer Park Blvd | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH KIM HAWKINS | Name |
| Title | TRUSTEE | Title |
| Phone | 4023421607 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | D Matt Muehling | Name |
| PTIN | P01281215 | PTIN |
| Phone | 4023467788 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4555833 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7706 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7706 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 422 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 550000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 422 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 58128 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8128 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1180 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1180 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 191591 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 191591 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 192771 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 191591 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -134643 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8128 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 288883 | CashBOY |
| Cash EOY | 241902 | CashEOY |
| Cash EOYFMV | 241902 | CashEOYFMV |
| Accounts Receivable | 6040 | AccountsReceivable |
| Accounts Receivable EOY | 6040 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 6040 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 1101682 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1007980 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1005010 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3118778 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3118778 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3302881 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4509343 | TotalAssetsBOY |
| Total Assets EOY | 4374700 | TotalAssetsEOY |
| Total Assets EOYFMV | 4555833 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4509343 | CapitalStockBOY |
| Capital Stock EOY | 4374700 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4509343 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4374700 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4509343 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4374700 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4509343 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -134643 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4374700 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4374700 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| US Treasury | P | 2010-06-02 | 2012-05-31 | 150000 | 150148 | -148 | -148 |
| US Treasury | P | 2010-08-31 | 2012-08-31 | 200000 | 199510 | 490 | 490 |
| US Treasury | P | 2010-11-30 | 2012-11-30 | 200000 | 199920 | 80 | 80 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 422 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 253804 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4111489 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061730 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 273610 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3871949 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070665 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 360464 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3555062 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.101395 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 421192 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4107229 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.102549 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 426122 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4980347 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085561 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.421900 | TotalDistributionRatio |
| Average Distribution Ratio | 0.084380 | AverageDistributionRatio |
| Net Noncharitable Assets | 4339520 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 366169 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 81 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 366250 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 191591 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 163 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 163 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 163 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1950 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1950 | TotalCreditsAndPayments |
| Overpayment | 1787 | Overpayment |
| Amount Credited To Next Year | 1787 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Kenneth Kim Hawkins | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023421607 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 Deer Park Blvd | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Fred Hawkins Sr | ||||||||
| 2516 Deer Park Blvd | Omaha | NE | 68105 | Trustee | 0.00 | 0 | 0 | 0 |
| Fred Hawkins Jr | ||||||||
| 2516 Deer Park Blvd | Omaha | NE | 68105 | Trustee | 0.00 | 0 | 0 | 0 |
| Kim Hawkins | ||||||||
| 2516 Deer Park Blvd | Omaha | NE | 68105 | Trustee | 0.00 | 0 | 0 | 0 |
| Chris Hawkins | ||||||||
| 2516 Deer Park Blvd | Omaha | NE | 68105 | Trustee | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4311830 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 93774 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4405604 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4405604 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 66084 | CashDeemedCharitable |
| Net Noncharitable Assets | 4339520 | NetNoncharitableAssets |
| Minimum Investment Return | 216976 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 216976 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 163 | TaxBasedOnInvestmentIncome |
| Total Tax | 163 | TotalTax |
| Distributable Amount Before Adj | 216813 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 216813 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 216813 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 191591 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 191591 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 191591 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 216813 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 189284 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 199891 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 183791 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 80651 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 48393 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 702010 | TotalExcessDistriCarryover |
| Qualifying Distributions | 191591 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 191591 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 25222 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 25222 | ExcessDistriCyovAppliedCY |
| Total Corpus | 676788 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 164062 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 512726 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 199891 | ExcessFromYear4 |
| Excess From Year3 | 183791 | ExcessFromYear3 |
| Excess From Year2 | 80651 | ExcessFromYear2 |
| Excess From Year1 | 48393 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KENNETH KIM HAWKINS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 DEER PARK BLVD | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4023421607 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE. PREFERENCE IS GIVEN TO LOCAL ORGANIZATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Aksarben River City Roundup | |||||||
| 8707 West Center Road Ste 101 | Omaha | NE | 68124 | N/A | Charitable | General Funding | $5,000 |
| Bellevue University | |||||||
| 1000 Galvin Road South | Bellevue | NE | 68005 | N/A | EDUCATIONAL | General Funding | $30,000 |
| Boy Scouts of America (Omaha) | |||||||
| 12401 West Maple Road | Omaha | NE | 68164 | N/A | Charitable | General Funding | $2,000 |
| Boys & Girls Club | |||||||
| 2610 Hamilton Street | Omaha | NE | 68131 | N/A | Charitable | General Funding | $10,000 |
| College World Series | |||||||
| 5010 Dodge Street | Omaha | NE | 68132 | N/A | Charitable | General Funding | $14,675 |
| Creighton University | |||||||
| 601 N 30th Street 5700 | Omaha | NE | 68131 | N/A | EDUCATIONAL | General Funding | $31,000 |
| Georgia Tech | |||||||
| NORTH AVE | ATLANTA | GA | 30332 | N/A | EDUCATIONAL | General Funding | $1,500 |
| GO | |||||||
| Unknown | Omaha | NE | 68102 | N/A | Charitable | General Funding | $20,000 |
| MECA | |||||||
| 455 North 10th Street | Omaha | NE | 68102 | N/A | Charitable | General Funding | $6,796 |
| NE GAME AND PARKS FOUNDATION | |||||||
| PO Box 27347 | Omaha | NE | 68127 | N/A | Charitable | General Funding | $5,000 |
| United Way of Midlands | |||||||
| 1805 Harney Street | Omaha | NE | 68102 | N/A | Charitable | General Funding | $31,500 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 2285 S 67th Street 200 | Omaha | NE | 68106 | N/A | Charitable | General Funding | $34,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 191591 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BELLEVUE UNIVERSITY | |||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | N/A | EDUCATIONAL | GENERAL FUNDING | $60,000 |
| CREIGHTON UNIVERSITY - RASMUSSEN CTR | |||||||
| 601 N 30th STREET 5700 | OMAHA | NE | 68131 | N/A | EDUCATIONAL | GENERAL FUNDING | $90,000 |
| GO | |||||||
| UNKNOWN | OMAHA | NE | 68182 | N/A | CHARITABLE | GENERAL FUNDING | $20,000 |
| KIEWIT INSTITUTE | |||||||
| 1110 S 67TH STREET | OMAHA | NE | 68182 | N/A | CHARITABLE | GENERAL FUNDING | $20,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 2285 S 67th Street 200 | OMAHA | NE | 68182 | N/A | CHARITABLE | GENERAL FUNDING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 240000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,706 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 230000 | BusinessCode |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $422 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,128 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8128 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Hawkins Construction Company | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2516 Deer Park Boulevard | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | Category |
| Amount | $1,180 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Weitz Partners Value Fund | NameOfStock |
| EOY Book Value | 3118778 | EOYBookValue |
| EOYFMV | 3302881 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1007980 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1005010 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Comments