HICKEY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HICKEY FAMILY FOUNDATION (EIN 46-1476598)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-01-30
- IRS object ID
- 202400309349100700
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-30T09:46:44-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN & JURASKA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD ST 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461476598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HICKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HICK | BusinessNameControlTxt |
| Phone | 3129220062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HICKEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3129220062 | PhoneNum |
| Signature | 2024-01-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HICKEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLAS J STOLLER | PreparerPersonNm |
| PTIN | P01387666 | PTIN |
| Phone | 3129220062 | PhoneNum |
| Preparation | 2024-01-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,701,541 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $463,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $463,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,484 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $915,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $515,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,453 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,726 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,583 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,582 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $820,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $820,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $835,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $824,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $510,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,144 | CashBOYAmt |
| Cash EOY | $90,501 | CashEOYAmt |
| Cash EOYFMV | $90,501 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,097,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,572,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,572,750 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $38,259 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,290 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,290 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,154,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,701,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,701,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $429 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,153,920 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,701,541 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,153,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,154,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,701,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,153,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,233,260 | SubtotalAmt |
| Other Decreases | $531,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 115 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2022-10-07 | $1,156 | $1,070 | $86 | $86 |
| 3000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2022-10-10 | $29,992 | $27,929 | $2,063 | $2,063 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2022-11-04 | $55,041 | $46,550 | $8,491 | $8,491 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2022-12-20 | $56,191 | $46,550 | $9,641 | $9,641 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2022-12-23 | $56,991 | $46,550 | $10,441 | $10,441 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2023-09-07 | $49,992 | $46,550 | $3,442 | $3,442 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2023-09-11 | $50,192 | $46,550 | $3,642 | $3,642 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2023-09-12 | $49,992 | $46,550 | $3,442 | $3,442 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2023-09-13 | $50,112 | $46,550 | $3,562 | $3,562 |
| 11000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2023-09-20 | $109,084 | $102,410 | $6,674 | $6,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $241 | OverpaymentAmt |
| Applied To ES Tax | $241 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT M HICKEY | IndividualWithBooksNm |
| Phone | 3129220062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT M HICKEY | ||||||||
| 312 8TH AVENUE NORTH UNIT 301 | TIERRA VERDE | FL | 33715 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KONTANZE L HICKEY | ||||||||
| 312 8TH AVENUE NORTH UNIT 301 | TIERRA VERDE | FL | 33715 | VICE PRESIDENT/DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| GREGORY R HICKEY | ||||||||
| 1530 N NORTH PARK AVENUE | CHICAGO | IL | 60610 | SECRETARY/DIRECTOR | 1.00 | $1,453 | $0 | $0 |
| DOUGLAS L HICKEY | ||||||||
| PO BOX 540 | HOLUALOA | HI | 96725 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,426,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,472,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,472,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,375,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,099 | TotalTaxAmt |
| Distributable Before Adj | $311,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $311,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $311,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $824,316 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $824,316 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $50,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $824,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $311,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $512,645 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $563,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $563,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $50,443 | ExcessFromYear1Amt |
| Excess From Current Year | $512,645 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT M HICKEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT HICKEY CO RYAN JURASKA LLP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3129220062 | RecipientPhoneNum |
| Form And Info And Materials | BUSINESS LETTER REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOARD DISCRETION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| DIRECT RELEIF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | HURICANE IAN RELIEF | $25,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PUBLIC CHARITY | ATHLETICS - BASEBALL | $20,000 |
| AMERICAN NUTRITION ASSOCIATION | |||||||
| 211 WEST CHICAGO AVENUE | HINSDALE | IL | 60521 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE N SUITE 420 | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FINCA | |||||||
| 1201 15TH STREE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| METROPOLITAN MINISTRIES | |||||||
| 2301 N TAMPA ST | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| MISERICORDIA FOUNDATION | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| THE HAP FOUNDATION | |||||||
| 18W140 BUTTERFIELD RD SUITE 1120 | OAKBROOK TERRACE | IL | 60181 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ST ELIZABETH CATHOLIC SCHOOL | |||||||
| 50 EAST 41ST ST | CHICAGO | IL | 60653 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ALL THE CHILDREN'S FOUNDATION JOHN HOPKINS | |||||||
| 501 6TH AVENUE SOUTH | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| AMERICAN STAGE THEATRE COMPANY | |||||||
| 163 3RD STREET NORTH | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| OTHER CHARITABLE INSTITUTIONS (EACH LESS THAN 2000) | |||||||
| VARIOUS | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | UNRESTRICTED | $11,500 |
| CHICAGO BOTANIC GARDENS | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1300 N WESTSHORE BLVD 100 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PUBLIC CHARITY | DIAMOND PROJECT | $400,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 |
| MA STROKA CHILDRENS GIFT TRUST | |||||||
| PO BOX 165 | WESTERN SPRINGS | IL | 60558 | NONE | PRIVATE OPERATING FO | UNRESTRICTED | $4,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LK SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| AGAINST MALARIA FOUNDATION | |||||||
| 310 W 20TH STREET SUITE 300 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| HELEN KELLER INTERNATIONAL | |||||||
| ONE DOG HAMMARSKJOLD PLAZA FL 2 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| GIVE DIRECTLY | |||||||
| PO BOX 3221 CHURCH STREET STATION | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| COOL EARTH | |||||||
| ONE HANSON PLACE 17D | BROOKLYN | NY | 11243 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVENUE SUITE 102 | HOUSTON | TX | 77042 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,000 |
| HOLUALOA FOUNDATION FOR ARTS & CULTURE | |||||||
| 78-6670 MAMALAHOA HWY | HOLUALOA | HI | 96725 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| HOPE SERVICES HAWAII | |||||||
| 357 WAIANUENUE AVE | HILO | HI | 96720 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| FAMILY PROGRAMS HAWAII | |||||||
| 801 S KING ST | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $8,000 |
| THE NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| TAHIRIH JUSTICE CENTER | |||||||
| 6400 ARLINGTON BLVD SUITE 400 | FALLS CHURCH | VA | 22042 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $820,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463,573 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,072 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT M HICKEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 8TH AVENUE N UNIT 301 | AddressLine1Txt |
| City | TIERRA VERDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,165 | Amt |
| Net Investment Income | $1,583 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,582 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES OWNED, AT FAIR VALUE | StockNm |
| EOY Book Value | $5,572,750 | EOYBookValueAmt |
| EOYFMV | $5,572,750 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $38,259 | $38,049 | $38,049 |
| TAX REFUND RECEIVABLE | $241 | $241 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $531,719 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $7,099 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |