Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE HAWK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1705 MADISON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUNMORE, PA18509
A Employer identification number

42-1719365
B Telephone number (see instructions)

(570) 342-7487
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,358,937J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 889 889  
4 Dividends and interest from securities... 377,257 377,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -154,496
b Gross sales price for all assets on line 6a 9,637,291
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 223,650 378,146  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 5,823 2,912   2,911
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,800 3,400   3,400
c Other professional fees (attach schedule).... Click to see attachment 5,622 780   4,842
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,471 1,263   1,264
19 Depreciation (attach schedule) and depletion... Click to see attachment 60 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 113,668 56,834   56,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,444 65,189   69,251
25 Contributions, gifts, grants paid....... 1,242,822 1,242,822
26 Total expenses and disbursements. Add lines 24 and 25 1,385,266 65,189   1,312,073
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,161,616
b Net investment income (if negative, enter -0-) 312,957
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 500,482 835,469 835,469
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 107,605 Click to see attachment99,280 329,206
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,112,799 Click to see attachment21,623,387 25,193,128
14 Land, buildings, and equipment: basis bullet1,194
Less: accumulated depreciation (attach schedule) bullet60 0 Click to see attachment1,134 1,134
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,720,886 22,559,270 26,358,937
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 23,720,886 22,559,270
29 Total net assets or fund balances (see instructions)..... 23,720,886 22,559,270
30 Total liabilities and net assets/fund balances (see instructions). 23,720,886 22,559,270
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,720,886
2
Enter amount from Part I, line 27a .....................
2
-1,161,616
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,559,270
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,559,270
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES- PERSHING #5113      
b PUBLICLY TRADED SECURITIES- I&M #1654      
c PUBLICLY TRADED SECURITIES- PERSHING #5113      
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 945,657   913,399 32,258
b 1,308,495   1,334,178 -25,683
c 6,914,719   7,544,210 -629,491
d 468,420     468,420
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       32,258
b       -25,683
c       -629,491
d       468,420
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -154,496
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,350
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,350
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,350
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,170
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,170 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID W AND ANN M HAWK Telephone no.bullet (570) 342-7487

    Located atbullet1705 MADISON AVENUEDUNMOREPA ZIP+4bullet18509
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID W HAWK TRUSTEE
    2.00     		0 0 0
    1705 MADISON AVENUE
    DUNMORE,PA18509
    ANN M HAWK TRUSTEE
    2.00     		0 0 0
    1705 MADISON AVENUE
    DUNMORE,PA18509
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    23,314,900
    b
    Average of monthly cash balances.......................
    1b
    918,513
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,233,413
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,233,413
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    363,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,869,912
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,193,496
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,193,496
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,350
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,350
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,189,146
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,189,146
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,189,146
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,312,073
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,312,073
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,312,073
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,189,146
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 9,223
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,312,073
    a Applied to 2019, but not more than line 2a 9,223
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,189,146
    e Remaining amount distributed out of corpus 113,704
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 113,704
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		113,704
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 113,704
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID W HAWK
    ANN M HAWK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE PENNSYLVANIA STATE UNIVERSITY
    212 THE 103 BUILDING
    UNIVERSITY PARK,PA16802     		NONE PC PLEDGE CONTRIBUTION 600,000
    OUTREACH- CENTER FOR COMMUNITY RESOURCES
    431 NORTH 7TH AVENUE
    SCRANTON,PA18503     		NONE PC CAREER COUNSELOR PROGRAM FOR COUNTY JAIL/NEPA GIVES MATCH 86,465
    WOMEN'S RESOURCE CENTER
    PO BOX 975
    SCRANTON,PA18501     		NONE PC CHARITABLE - PLEDGE PAYMENT/NEPA GIVES MATCH 57,460
    SCRANTON PREPARATORY SCHOOL
    1000 WYOMING AVE
    SCRANTON,PA18509     		NONE PC PLEDGE PAYMENT FOR DEBT RETIREMENT / CONTRIBUTION FOR SCHOLARSHIP FUND 52,100
    SCRANTON COUNSELING CENTER
    326 ADAMS AVE
    SCRANTON,PA18503     		NONE PC PLEDGE PAYMENT, NEW BUILDING 50,000
    NATIVITY MIGUEL SCHOOL OF SCRANTON
    1 KNOX ROAD
    SCRANTON,PA18505     		NONE PC IN MEMORY OF CAROL WRIGHT/GALA HONORING HERBERT KELLER, S.J./PROGRAM SUPPORT/NEPA GIVES MATCH 43,340
    UNITED WAY OF LACKAWANNA COUNTY
    615 JEFFERSON AVE SUITE 304
    SCRANTON,PA18510     		NONE PC EMERGENCY FOOD FOR THE POOR/ANNUAL CONTRIBUTION/IND GOW CONTRIBUTION 31,000
    BOYS AND GIRLS CLUB
    609 ASH STREET
    SCRANTON,PA18510     		NONE PC PLEDGE PAYMENT, YOUTH PROGRAMS/WATER HEATER 26,500
    SISTERS OF IHM FOUNDATION
    2300 ADAM AVENUE
    SCRANTON,PA18509     		NONE PC CONTRIBUTION 25,000
    RONALD MCDONALD HOUSE
    332 WHEELER AVENUE
    SCRANTON,PA18510     		NONE PC SEASON OF CARING 25,000
    ST FRANCIS OF ASSISI KITCHEN
    500 PENN AVE
    SCRANTON,PA18509     		NONE PC CONTRIBUTION FOR ST. JOSEPH'S TABLE- TOILETRIES, BLANKETS AND EMBROIDERIES 23,528
    SACRED HEART OF JESUS PARISH
    1101 WILLOW ST
    PECKVILLE,PA18452     		NONE PC CAPITAL CAMPAIGN 20,000
    GREATER SCRANTON YMCA
    706 NORTH BLAKELY STREET
    DUNMORE,PA18512     		NONE PC SPONSOR SPECIAL PROGRAMS/DYSINFECTION SUPPLIES AND EQUIPMENT 19,500
    FRIENDS OF THE POOR
    2300 ADAM AVENUE
    SCRANTON,PA18509     		NONE PC ANNUAL FUND/FOOD GIVEAWAYS 19,000
    ALLIED SERVICES FOUNDATION
    100 ABINGTON EXECUTIVE PARK
    CLARKS SUMMIT,PA18411     		NONE PC RYAN'S RUN CONTRIBUTION 15,000
    CASA
    825 JEFFERSON AVE
    SCRANTON,PA18510     		NONE PC CONTRIBUTION 10,000
    FAMILY TO FAMILY
    PO BOX 13
    SCRANTON,PA18503     		NONE PC CONTRIBUTION 10,000
    CENTURY CLUB OF SCRANTON
    812 JEFFERSON AVE
    SCRANTON,PA18510     		NONE PC PLEDGE PAYMENT FOR MAINTENANCE AND CONTRIBUTION TO CORRECT WATER PROBLEMS 10,000
    CATHERINE MCAULEY CENTER
    430 PITTSTON AVE
    SCRANTON,PA18505     		NONE PC ANNUAL FUND 10,000
    HOWARD GARDNER SCHOOL
    1615 E ELM ST
    SCRANTON,PA18505     		NONE PC CONTRIBUTION FOR WELCH ALLYN SPOT VISION SCREENER 8,622
    THE UNIVERSITY OF SCRANTON
    800 LINDEN STREET
    SCRANTON,PA18510     		NONE PC ANNUAL AWARD DINNER 7,500
    MEALS ON WHEELS OF NEPA
    541 WYOMING AVE
    SCRANTON,PA18509     		NONE PC EMERGENCY FOOD FOR THE POOR 7,000
    ST MARY OF MOUNT CARMEL CHURCH
    322 CHESTNUT STREET
    DUNMORE,PA18512     		NONE PC SPONSOR ST. JOSEPH'S TABLE FOR PRAYER BOOKS 5,800
    ST ROSE OF LIMA CHURCH
    6 N CHURCH ST
    CARBONDALE,PA18407     		NONE PC RESTORATION OF BELL TOWER 5,000
    LEAHY COMMUNITY HEALTH CENTER
    800 LINDEN STREET
    SCRANTON,PA18510     		NONE PC ANNUAL FUND 5,000
    HOLY CROSS FAMILY MINISTRIES
    518 WASHINGTON ST
    NORTH EASTON,MA02356     		NONE PC CONTRIBUTION 5,000
    CYCLE FOR SURVIVALMEMORIAL SLOAN KETTERING CANCER CENTER
    MEMORIAL SLOAN KETTERING CANCER
    CENTER 1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PC TEAM SPONSORSHIP 5,000
    ST PETER'S CATHEDRAL
    315 WYOMING AVE
    SCRANTON,PA18503     		NONE PC CHARITABLE 5,000
    BREAD BASKET OF NORTHEASTERN PENNSYLVANIA
    550 MADISON AVE
    SCRANTON,PA18510     		NONE PC FOOD FOR THE POOR 4,500
    PENNSYLVANIA COUNCIL ON FINANCIAL LITERACY
    849 TAME DEER DRIVE
    WINFIELD,PA17889     		NONE PC PROGRAM SPONSORSHIP - WAYNE AND PIKE 3,000
    JOHNSON COLLEGE
    3427 N MAIN AVE
    SCRANTON,PA18508     		NONE PC SCHOLARSHIP CONTRIBUTION 3,000
    ST PAUL'S CHURCH
    1500 PENN AVE
    SCRANTON,PA18509     		NONE PC CHARITABLE 3,000
    GEISINGER COMMONWEALTH MEDICAL SCHOOL
    525 PINE STREET
    SCRANTON,PA18509     		NONE PC GEISINGER COMMONWEALTH'S GOT TALENT 3,000
    HOPE FOR HAITI
    1021 6TH AVENUE NORTH
    NAPLES,FL34102     		NONE PC CHARITABLE 3,000
    OUR LADY OF PERPETUAL HELP CHURCH
    PO BOX 3609
    ST JOHNS    
    AC     		NONE PC CONTRIBUTION FOR NEW ROOF 2,500
    MARYWOOD UNIVERSITY
    2300 ADAMS AVENUE
    SCRANTON,PA18509     		NONE PC COMMUNITY LEADERSHIP CELEBRATION 2,500
    NORTHEASTERN PENNSYLVANIA COUNCIL BSA
    72 MONTAGE MOUNTAIN ROAD
    MOOSIC,PA185071776     		NONE PC DISTINGUISHED CITIZENS AWARD DINNER CONTRIBUTION 2,500
    UNITED NEIGHBORHOOD CENTERS
    425 ALDER STREET
    SCRANTON,PA18505     		NONE PC CAMP KELLY 2,000
    WVIA-TV
    100 WVIA WAY
    PITTSTON,PA18640     		NONE PC ANNUAL FUND, PUBLIC RADIO 2,000
    ST ANTHONY'S RC CHURCH
    303 SMITH STREET
    DUNMORE,PA18512     		NONE PC CHARITABLE 2,000
    STUDENT HARDSHIP FUND - PENN STATE WORTHINGTON SCRANTON
    120 RIDGE VIEW DRIVE
    DUNMORE,PA185121699     		NONE PC CONTRIBUTION TO STUDENT HARDSHIP FUND 2,000
    SAINT ANTHONY'S MEMORIAL PARK ASSOCIATION
    COONEY STREET
    DUNMORE,PA18512     		NONE PC PLAYGROUND SIGN 1,877
    THE SCRANTON PLAN
    222 MULBERRY ST
    SCRANTON,PA185010431     		NONE PC PLEDGE PAYMENT 1,680
    THE SALVATION ARMY
    500 SOUTH WASHINGTON STREET
    SCRANTON,PA18505     		NONE PC CHARITABLE 1,000
    OLD ROAD FUND INC
    PO BOX 288
    ST JOHNS    
    AC     		NONE PC CONTRIBUTION - CORONA VIRUS RELIEF 1,000
    BIG BROTHERS BIG SISTERS OF NORTHEASTERN PENNSYLVANIA
    190 S WELLES ST SUITE 168-170
    FORTY FORT,PA18704     		NONE PC BOWL FOR KID'S SAKE CONTRIBUTION 1,000
    SCRANTON CULTURAL CENTER AT THE MASONIC TEMPLE
    420 N WASHINGTON AVE
    SCRANTON,PA18503     		NONE PC CONTRIBUTION 1,000
    INSTITUTE FOR PRIESTLY FORMATION
    2500 CALIFORNIA PLAZA
    OMAHA,NE68178     		NONE PC HONORING MSGR. JOHN ESSEFF 1,000
    SCRANTON PUBLIC THEATRE
    126 W MARKET ST
    SCRANTON,PA18508     		NONE PC ANNUAL FUND 1,000
    JUNIOR ACHIEVEMENT BUSINESS HALL OF FAME
    1122 OAK STREET
    PITTSTON,PA18640     		NONE PC CHARITABLE 1,000
    THE ARC OF NORTHEASTERN PA
    115 MEADOW AVE
    SCRANTON,PA18505     		NONE PC ANNUAL FUND 1,000
    CHILDREN'S ADVOCACY CENTER NEPA
    1710 MULBERRY STREET
    SCRANTON,PA18501     		NONE PC ANNUAL FUND 1,000
    THE NATURE CONSERVANCY
    PO BOX 1556
    MERRIFIELD,VA22116     		NONE PC CHARITABLE 1,000
    EVERHART MUSEUM
    NAY AUG PARK
    SCRANTON,PA18510     		NONE PC CHARITABLE 1,000
    DUNMORE HISTORICAL SOCIETY
    126 BARTON STREET
    DUNMORE,PA18512     		NONE PC CHARITABLE 1,000
    DRESS FOR SUCCESS
    431 N 7TH AVE
    SCRANTON,PA18503     		NONE PC PROGRAM SUPPORT - 20TH ANNIVERSARY CELEBRATION 500
    MISSC
    801 N WASHINGTON AVE
    SCRANTON,PA18509     		NONE   CONTRIBUTION, MILK SAVING STARVING CHILDREN 500
    ST JUDE'S SCHOOL
    422 S MOUNTAIN BLVD
    MOUNTAIN TOP,PA18707     		NONE PC SPONSOR TABLE GOLF TOURNAMENT 500
    MISERICORDIA UNIVERSITY
    301 LAKE STREET
    DALLAS,PA18612     		NONE PC CHARITABLE 500
    LCCC FOUNDATION
    1333 S PROSPECT STREET
    NANTICOKE,PA18634     		NONE PC CONTRIBUTION FOR SCHULMAN GALLERY 500
    SCRANTON LACKAWANNA HUMAN DEVELOPMENT AGENCY INC
    123 WYOMING AVE
    SCRANTON,PA18503     		NONE PC COATS FOR KIDS 500
    WILKES UNIVERSITY
    84 WEST SOUTH STREET
    WILKES BARRE,PA18766     		NONE PC CHARITABLE 500
    CANAAN CHRISTIAN ACADEMY
    30 HEMLOCK RD
    LAKE ARIEL,PA18436     		NONE PC CONTRIBUTION TO ANNUAL AUCTION 400
    EXPONENT PHILANTHROPY
    PO BOX 65607
    WASHINGTON,DC200355607     		NONE PC CHARITABLE 300
    COACHES VS CANCER - SCRANTON HIGH SCHOOL
    63 MUNCHAK WAY
    SCRANTON,PA18503     		NONE PC CONTRIBUTION 250
    Total .................................bullet 3a 1,242,822
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 889  
    4 Dividends and interest from securities....     14 377,257  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -154,496  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 223,650 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    223,650
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,800 3,400   3,400

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER EQUIPMENT 2020-10-10 1,194   SL 5.000000000000 60 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Name of Stock End of Year Book Value End of Year Fair Market Value
    I&M WEALTH ADVISORS ACCOUNT # B37-491654 99,280 329,206

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    I&M WEALTH ADVISORS ACCOUNT # B37-491654 FMV 2,709,049 3,334,499
    PERSHING ADVISOR SOLUTIONS LLC ACCOUNT #345113 FMV 18,914,338 21,858,629

    TY 2020 LandEtcSchedule2
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER EQUIPMENT 1,194 60 1,134  


    TY 2020 OtherExpensesSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT INVESTMENT FEE- PERSHING 79,697 39,849   39,848
    MANAGEMENT INVESTMENT FEE- I&M 31,812 15,906   15,906
    WIRE FEE 68 34   34
    INSURANCE 1,886 943   943
    OFFICE EXPENSE 55 27   28
    PAYROLL FEES 150 75   75


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 4,062 0   4,062
    FACILITATOR FEES- EXPONENT PHILANTHROPY 1,560 780   780


    TY 2020 TaxesSchedule
    Name:
    THE HAWK FAMILY FOUNDATION
    EIN:
    42-1719365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 7,944 0   0
    PAYROLL TAXES 2,527 1,263   1,264