PERRY M HAWKINS SCHOLARSHIP FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERRY M HAWKINS SCHOLARSHIP FUND (EIN 26-0175366)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-25
- IRS object ID
- 202212069349100216
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T22:13:13Z | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 926 KLAMATH AVE | AddressLine1Txt |
| City | KLAMATH FALLS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260175366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERRY M HAWKINS SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 5305986442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 640 | AddressLine1Txt |
| City | Tulelake | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA HEALY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5305986442 | PhoneNum |
| Signature | 2022-06-28 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERESA | PersonFirstNm |
| Person Last | HEALY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | dorothy Hudson | PreparerPersonNm |
| PTIN | P00036925 | PTIN |
| Phone | 5418845966 | PhoneNum |
| Preparation | 2022-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $882,986 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $17,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,036 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,036 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4 | DividendsAdjNetIncmAmt |
| Gross Sales Price | $146,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,040 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,040 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $790 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $258 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,040 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $869,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $874,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $882,986 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $869,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $882,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $869,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,492 | ExcessRevenueOverExpensesAmt |
| Subtotal | $874,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $874,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO BANK CD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-07-29 | AcquiredDt |
| Sold | 2021-08-03 | SoldDt |
| Gross Sales Price | $146,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $146,000 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $237 | SubtotalAmt |
| Tax Based On Investment Income | $237 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $237 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL TRAVERS | IndividualWithBooksNm |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900N MAIN ST | AddressLine1Txt |
| City | Alturas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TOM OMALLEY | ||||||
| 906 W 4TH STREET | Alturas | CA | 96101 | PRESIDENT | 2.00 | $0 |
| TERESA HEALY | ||||||
| 850 MAIN ST | TULELAKE | CA | 96314 | VICE PRESIDENT | 2.00 | $0 |
| PAUL TRAVERS | ||||||
| 900 N MAIN ST | Alturas | CA | 96101 | TREASURER | 2.00 | $0 |
| TIM BROWN | ||||||
| 850 MAIN ST | Tulelake | CA | 96134 | BOARD MEMBER | 2.00 | $0 |
| DON MASON | ||||||
| 906 W 4TH ST | Alturas | CA | 96101 | BOARD MEMBER | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AWARDED SCHOLARSHIPS TO HIGH SCHOOL STUDENTS | Description1Txt |
| Expenses1 | $11,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $882,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $882,986 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $882,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $869,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $11,500 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-02-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,244 | CurrentYearAmt |
| Year1 | $18,590 | Year1Amt |
| Year2 | $19,710 | Year2Amt |
| Year3 | $17,381 | Year3Amt |
| Total | $68,925 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,257 | CurrentYearAmt |
| Year1 | $15,802 | Year1Amt |
| Year2 | $16,754 | Year2Amt |
| Year3 | $14,774 | Year3Amt |
| Total | $58,586 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,500 | CurrentYearAmt |
| Year1 | $15,425 | Year1Amt |
| Year2 | $8,550 | Year2Amt |
| Year3 | $14,000 | Year3Amt |
| Total | $49,475 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,500 | CurrentYearAmt |
| Year1 | $15,425 | Year1Amt |
| Year2 | $8,550 | Year2Amt |
| Year3 | $14,000 | Year3Amt |
| Total | $49,475 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,006 | CurrentYearAmt |
| Year1 | $29,570 | Year1Amt |
| Year2 | $28,606 | Year2Amt |
| Year3 | $28,237 | Year3Amt |
| Total | $115,419 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE PERRY M HAWKINS SCHOLARSHIP FUN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TULELAKE BASIN JOIN UNIFIED SCHOOL | AddressLine1Txt |
| Address Line2 | PO BOX 64 | AddressLine2Txt |
| City | TULELAKE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5305986442 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES EACH YEAR, CHECK WITH FUND OFFICE | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL STUDENTS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HIGH SCHOOL STUDENTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 604 | AddressLine1Txt |
| City | TULELAKE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SHCOLARSHIPS 2021 | GrantOrContributionPurposeTxt |
| Amt | $11,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,036 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,040 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $790 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $258 | Amt |