Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT Z HAWKINS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE EAST LIBERTY STREET 509
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV89501
A Employer identification number

88-0162645
B Telephone number (see instructions)

(775) 786-1105
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$36,912,959
J 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 right arrow.............
3 Interest on savings and temporary cash investments 752 752  
4 Dividends and interest from securities... 731,822 731,822  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,060,672
b Gross sales price for all assets on line 6a 3,613,880
7 Capital gain net income (from Part IV, line 2)... 1,060,672
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........ 1,793,246 1,793,246  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 240,000 26,662   213,338
14 Other employee salaries and wages...... 16,593 4,148   12,445
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,600 2,300   2,300
b Accounting fees (attach schedule)....... 11,425 5,713   5,712
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 31,894 1,894   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 27,408 6,852   20,556
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,132 3,033   9,099
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 344,052 50,602   263,450
25 Contributions, gifts, grants paid....... 1,321,805 1,321,805
26 Total expenses and disbursements. Add lines 24 and 25 1,665,857 50,602   1,585,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 127,389
b Net investment income (if negative, enter -0-) 1,742,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 688,768 461,388 461,388
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 15,161,173 Click to see attachment
List of Attached Documents:
// Content
15,515,942
36,451,571
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow43,100
Less: accumulated depreciation (attach schedule) right arrow43,100      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,849,941 15,977,330 36,912,959
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 15,849,941 15,977,330
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,849,941 15,977,330
30 Total liabilities and net assets/fund balances (see instructions). 15,849,941 15,977,330
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
15,849,941
2
Enter amount from Part I, line 27a .....................
2
127,389
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,977,330
5
Decreases not included in line 2 (itemize) right arrow
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
15,977,330
Form 990-PF (2024)
Form 990-PF (2024)
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 568 SHS - AMAZON.COM INC P 2018-03-26 2024-09-10
b 135 SHS - BLACKROCK INC. P 2011-02-22 2024-05-09
c 1666.334 SHS - DOW INC P 2013-08-15 2024-12-11
d 333.333 SHS - DOW INC P 2014-11-25 2024-12-11
e 1024.333 SHS - DOW INC P 2015-10-14 2024-12-11
1635 SHS - DOW INC P 2019-07-10 2024-12-11
822 SHS - CISCO SYSTEMS INC P 2012-09-18 2024-09-10
125 SHS - CISCO SYSTEMS INC P 2013-03-13 2024-09-10
14.779 SHS - DUPONT DE NEMOURS INC. P 2014-11-25 2024-05-09
1024.220 SHS - DUPONT DE NEMOURS INC P 2015-10-14 2024-05-09
2.700 SHS - DUPONT DE NEMOURS INC P 2021-12-15 2024-05-09
3945 SHS GENUINE PARTS CO P 2022-07-13 2024-11-13
1140 SHS - ELI LILLY & CO P 2017-02-15 2024-08-15
3570 SHS MCCORMICK & CO INC P 2019-03-18 2024-02-13
1550 SHS - PFIZER INC P 2014-06-13 2024-08-15
5000 SHS - PFIZER INC P 2014-06-24 2024-08-15
185 SHS - PFIZER INC P 2014-06-25 2024-08-15
6500 SHS - PFIZER INV P 2014-11-25 2024-08-15
725 SHS - PHILLIPS 66 P 2020-11-12 2024-05-09
1080 SHS - UNITED HEALTH GROUP INC P 2022-07-13 2024-04-10
186 SHS - UNITED HEALTH GROUP INC P 2022-09-14 2024-04-10
CAPITAL GAINS DIVIDENDS P    
(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 101,022   43,311 57,711
b 104,865   26,846 78,019
c 69,489   62,461 7,028
d 13,901   17,717 -3,816
e 42,717   48,700 -5,983
68,183   79,307 -11,124
39,639   15,724 23,915
60,663   27,261 33,402
1,145   1,153 -8
79,385   71,465 7,920
209,273   210,220 -947
478,704   546,849 -68,145
1,051,447   90,595 960,852
232,725   253,257 -20,532
44,106   43,181 925
142,279   139,647 2,632
5,264   5,213 51
184,963   186,574 -1,611
105,618   40,259 65,359
489,298   546,507 -57,209
84,268   96,961 -12,693
4,926     4,926
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       57,711
b       78,019
c       7,028
d       -3,816
e       -5,983
      -11,124
      23,915
      33,402
      -8
      7,920
      -947
      -68,145
      960,852
      -20,532
      925
      2,632
      51
      -1,611
      65,359
      -57,209
      -12,693
      4,926
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 1,060,672
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
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 right arrow 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) 1 24,223
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 24,223
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 24,223
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 30,085
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 30,085
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 45
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,817
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,817 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNV
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowBARNARD VOGLER CO Telephone no.right arrow (775) 786-6141

Located atright arrow100 WEST LIBERTY ST SUITE 1100RENONV ZIP+4right arrow89501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
CAROLYN K BERNARD CHAIRMAN
6.00
60,000 0 0
ONE EAST LIBERTY ST STE 509
RENO,NV89501
BILL A LIGON JR TRUSTEE
2.00
45,000 0 0
ONE EAST LIBERTY ST STE 509
RENO,NV89501
C DAVID RUSSELL TRUSTEE
2.00
45,000 0 0
ONE EAST LIBERTY ST STE 509
RENO,NV89501
MICHAEL REED TRUSTEE
2.00
45,000 0 0
ONE EAST LIBERTY ST STE 509
RENO,NV89501
MICHAEL WALLACE TRUSTEE
2.00
45,000 0 0
ONE EAST LIBERTY ST STE 509
RENO,NV89501
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
34,842,443
b
Average of monthly cash balances.......................
1b
699,535
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,541,978
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
35,541,978
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
533,130
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,008,848
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,750,442
Part X
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 IX, line 6..................
1
1,750,442
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,223
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,223
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,726,219
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,726,219
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 XII, line 1 ...
7
1,726,219
Part XI
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
1,585,255
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,585,255
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,726,219
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 139,333
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,585,255
a Applied to 2023, but not more than line 2a 139,333
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 2024 distributable amount..... 1,445,922
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
280,297
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT Z HAWKINS FOUNDATION
ONE EAST LIBERTY STREET SUITE 509
RENO,NV89501
(775) 786-1105
bThe form in which applications should be submitted and information and materials they should include:
SOLICITATIONS FOR GRANTS OR FUNDS MUST MEET FOUNDATION CRITERIA AS TO BEING OF A CHARITABLE NATURE AND FOR A SPECIFIC PROJECT OR PURPOSE.
cAny submission deadlines:
NO SPECIFIC SUBMISSION DEADLINES ARE IN EFFECT AT PRESENT.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS SHALL BE EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN, OR DIRECTLY RELATED TO, THE STATE OF NEVADA.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

43 NEVADA HIGH SCHOOL SCHOLARSHIPS

ONE EAST LIBERTY STREET
RENO,NV89501
  PC HIGH SCHOOL SCHOLARSHIPS 136,000

AVA BALLET THEATRE

73 WEST PLUMB LANE
RENO,NV89509
  PC RENTAL FEES 12,000

ADOPT A VET DENTAL PROGRAM

1301 CORDONE AVENUE SUITE 100
RENO,NV89502
  PC CAPITAL CAMPAIGN 20,000

AMPLIFY LIFE

PO BOX 7178
RENO,NV89510
  PC SKILLS AND RECREATION PROGRAMS 15,000

ARTOWN

528 W 1ST ST
RENO,NV89503
  PC MONDAY NIGHT MUSICAL SERIES 35,000

ARTS FOR ALL NEVADA

250 COURT ST
RENO,NV89501
  PC ART SUPPLIES 9,000

ASSISTANCE LEAGUE RENO-SPARKS

PO BOX 7376
RENO,NV89510
  PC PROGRAM SUPPORT - OPERTAION SCHOOL BELL, SENIOR FOOD PANTRY, AND STUDENTS IN TRANSITION 30,000

BEES4VETS

PO BOC 51551
SPARKS,NV89435
  PC BEEKEEPING COURSE 5,000

BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA

1300 FOSTER DRIVE SUITE 210
RENO,NV89509
  PC BUILDING BIG FUTURES CAPITAL CAMPAIGN 25,000

BOYS & GIRLS CLUB OF MASON VALLEY

124 NORTH MAIN ST
YERINGTON,NV89447
  PC PROGRAM EXPENSES 10,000

BOYS & GIRLS CLUB OF TRUCKEE MEADOWS

2680 E 9TH ST
RENO,NV89512
  PC LIFE AND WORKFORCE READINESS PROGRAM 40,500

BOYS AND GIRLS CLUB OF NORTH LAKE TAHOE

PO BOX 1617
KINGS BEACH,CA96143
  PC STEM GAMING PROGRAM AND CURRICULUM 15,000

CARE CHEST OF SIERRA NEVADA

7910 N VIRGINIA ST
RENO,NV89506
  PC PROGRAM SUPPORT 25,000

CARMEL OF RENO

1950 LA FOND DRIVE
RENO,NV89509
  PC SELF-INITIATED END OF YEAR GRANT 10,000

CATHOLIC CHARITIES OF NORTHERN NEVADA

500 E FOURTH ST
RENO,NV89513
  PC ELEVATING FAMILIES PROGRAM AND FOOD PANTRY 25,000

DESERT RESEARCH INSTITUTE

2215 RAGGIO PARKWAY
RENO,NV89512
  PC VARIOUS EDUCATIONAL GIVING PROGRAMS 30,000

DOMESTIC VIOLENCE RESOURCE CENTER

1735 VASSAR STREET
RENO,NV89502
  PC EMERGENCY SERVICES AND REPAIR AND MAINTENANCE EXPENSES 20,000

FOOD BANK OF NORTHERN NEVADA

550 ITALY DRIVE
SPARKS,NV89437
  PC CORE FOOD DISTRIBUTION PROGRAM AND SELF INITIATED END OF YEAR GRANT. 200,000

FOR KIDS FOUNDATION

834 WILLOW ST
RENO,NV89502
  PC HIGH FIVE FOR NORTHERN NV CHILDREN 15,000

HIGH FIVES FOUNDATION

10775 PIONEER TRAIL 108
TRUCKEE,NV96161
  PC SKY TAVERN TRAIL EXPANSION 18,000

KIDS AND HORSES THERAPEUTIC RIDING CENTER

2869 ESAW STREET
MINDEN,NV89423
  PC SCHOLARSHIP FUND 25,000

KNPB-CHANNEL 5

1670 NORTH VIRGINIA ST
RENO,NV89503
  PC NEWSHOUR AND NATURE ACQUISTION EXPENSES 10,000

LYON COUNTY MUSEUM

215 S MAIN STREET
YERINGTON,NV89447
  PC REPAIRS AND UPKEEP 10,000

NEVADA DIABETES ASSOCIATION

18 STEWART ST
RENO,NV89501
  PC TEEN CAMP AND CAMP BUCK SCHOLARSHIPS 25,000

NEVADA HEALTH CENTERS

3325 RESEARCH WAY
CARSON CITY,NV89706
  PC MAMMOVAN 20,000

NEVADA INSTITUTE OF FORENSIC NURSING

401 RAILROAD STREET 203
ELKO,NV89081
  PC CORTEX MACHINE 20,000

NEVADA MUSEUM OF ART

160 W LIBERTY STREET
RENO,NV89501
  PC DEEP TIME: SEA DRAGONS OF NEVADA 25,000

NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION

3550 BARRON WAY5A
RENO,NV89511
  PC FAMILY ASSISTANCE FUND 25,000

NORTHERN NEVADA RURAL CONCERT INITIATIVE

PO BOX 20236
RENO,NV89515
  PC MUSIC EDUCATION 2,000

NOTE-ABLE MUSIC THERAPY SERVICES

925 RIVERSIDE DRIVE
RENO,NV89503
  PC OPERATIONAL EXPENSES 45,000

RENO CHAMBER ORCHESTRA

925 RIVERSIDE DRIVE SUITE 5
RENO,NV89503
  PC TECHNOLOGY UPDATES - LIGHT STANDS 5,100

RENO FOOD SYSTEMS

972 BATES AVE
RENO,NV89502
  PC FOOD FOR ALL: FARM FRESH PRODUCE DISTRIBUTIONS, HEALTHY PREPARED MEALS AND SEEDLING DONATION PROJECT 12,000

RENO LITTLE THEATER

147 E PUEBLO ST
RENO,NV89502
  PC TECHNICAL EQUIPMENT 21,200

RENO PHILHARMONIC ASSOCIATION

93
RENO,NV89503
  PC OPERATIONAL SUPPORT AND EDUCATIONAL PROGRAMS 10,000

RENO POPS ORCHESTRA

PO BOX 20952
RENO,NV89515
  PC RENTAL FEES 2,410

RENOWN HEALTH FOUNDATION

1155 MILL ST MS 02
RENO,NV89502
  PC NURSE TUITUION SPONSORSHIP 102,000

RONALD MCDONALD HOUSE CHARITIES

323 MAIN ST
RENO,NV89506
  PC OPERATING EXPENSES 10,000

SIERRA KIDS FOUNDATION

348 MILL ST
RENO,NV89501
  PC AUTISM ABA THRAPY PROGRAM SCHOLARSHIPS 10,000

SIERRA NEVADA BALLET

3929 MCCARRAN BLVD
RENO,NV89503
  PC RZH AMPHITHEATER PERFORMANCE 2,150

SIERRA SCHOOL OF PERFORMING ARTS

PO BOX 17214
RENO,NV89511
  PC RZH AMPHITHEATER RENTAL REIMBURSEMENT 15,865

SKY TAVERN JR SKI PROGRAM

21130 MT ROSE HIGHWAY
RENO,NV89511
  PC SKI SCHOLARSHIPS 50,000

SOUFUL SEEDS

2686 SNOWY OWL COURT
RENO,NV89523
  PC OPERATIONAL EXPENSES 20,000

TERRY LEE WELLS NEVADA DISCOVERY MUSUEM

490 S CENTER STREET
RENO,NV89501
  PC FIELD TRIPS 20,020

THE FIRST TEE OF NORTHERN NEVADA

3550 BARRON WAY SUITE 10B
RENO,NV89511
  PC PROGRAM EXPENSES 5,000

THE NEVADA WOODCHUCKS INC

PO BOX 20285
RENO,NV89515
  PC ANNUAL TOY PROJECT 6,750

TINY TOES FOUNDATION

PO BOX 60571
RENO,NV89503
  PC FAMILY ASSISTANCE 5,000

TOCCATA

PO BOX 1037
VERDI,NV89439
  PC RZH AMPHITHEATER REIMBURSEMENT 3,260

TRUCKEE MEADOWS PARKS FOUNDATION

50 COWAN DRIVE
RENO,NV89509
  PC HEALTHY PARKS, HEALTHY PEOPLE. 5,000

UNIVERSITY OF NEVADA RENO SCHOOL OF PUBLIC HEALTH

MAIL STOP 0007
RENO,NV89557
  PC SCHOOL OF PUBLIC HEALTH 100,000

WALKER BASIN CONSERVANCY

615 RIVERSIDE DRIVE SUITE C
RENO,NV89053
  PC STEM-BASED PROGRAM FOR UNDERSERVED YOUTH IN RURAL NEVADA 13,550
Total .................................right arrow 3a 1,321,805
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ...........
    14 752  
4 Dividends and interest from securities ....     14 731,822  
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 1,060,672  
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 1,793,246 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,793,246
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROBERT Z HAWKINS FOUNDATION
EIN:
88-0162645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PREPARATION OF 990-PF AND ACCOUNTING FEES 11,425 5,713   5,712

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT Z HAWKINS FOUNDATION
EIN:
88-0162645
Name of Stock End of Year Book Value End of Year Fair Market Value
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

TY 2024 LegalFeesSchedule
Name:
ROBERT Z HAWKINS FOUNDATION
EIN:
88-0162645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 4,600 2,300   2,300


TY 2024 OtherExpensesSchedule
Name:
ROBERT Z HAWKINS FOUNDATION
EIN:
88-0162645
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES AND EXPENSE 12,132 3,033   9,099


TY 2024 TaxesSchedule
Name:
ROBERT Z HAWKINS FOUNDATION
EIN:
88-0162645
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAX PAYMENTS FOR 2024 30,000 0   0
FOREIGN TAXES PAID 1,894 1,894   0