HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
Tax period: 2016-04-01 to 2017-03-31
Filed: 2017-06-05
IRS object ID: 201721569349100152
Schema version: 2016v3.0
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
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-06-05T10:23:44-04:00	ReturnTs
Tax Period End	2017-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRAZIER & FRAZIER ATTYS AT	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1515 RIVERSIDE AVE STE A	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	591947616	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HICKS CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HICK	BusinessNameControlTxt
Phone	9043587932	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4705 ORTEGA BOULEVARD	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID M HICKS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Signature	2017-06-05	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	W ROBINSON FRAZIER	PreparerPersonNm
PTIN	P00029166	PTIN
Phone	9043535616	PhoneNum
Preparation	2017-06-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.79.85.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	28C0DE4825D503F70E4AC8839FC0E596B51B5CFA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	28C0DE4825D503F70E4AC8839FC0E596B51B5CFA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,574	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$250,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$17	DividendsRevAndExpnssAmt
Total Rev And Expnss	$250,017	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,350	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$2,350	LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$150	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$150	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$2,500	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$150	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,350	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$297,092	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$297,092	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$299,592	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$150	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$299,442	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$49,575	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$62,414	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$13,574	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$13,574	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$62,414	TotalAssetsBOYAmt
Total Assets EOY	$13,574	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,574	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$62,414	CapitalStockBOYAmt
Capital Stock EOY	$13,574	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$62,414	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,574	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$62,414	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,574	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$62,414	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$49,575	ExcessRevenueOverExpensesAmt
Other Increases	$735	OtherIncreasesAmt
Subtotal	$13,574	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,574	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$267,438	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$194,923	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	1.000000	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$272,091	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$443,630	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.613329	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$259,318	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$723,524	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.358410	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$191,062	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$353,612	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.540315	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$241,775	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$151,603	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	1.000000	DistributionYr5Rt
Total Distribution	3.512054	TotalDistributionRt
Average Distribution	0.702411	AverageDistributionRt
Net Vl Noncharitable Assets	$166,629	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$117,042	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$117,042	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$299,442	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	DAVID M HICKS TRUSTEE	IndividualWithBooksNm
Phone	9043887251	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4705 ORTEGA BOULEVARD	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DAVID M HICKS
4705 ORTEGA BLVD	JACKSONVILLE	FL	32210	TRUSTEE	1	$0
ANN C HICKS
4705 ORTEGA BLVD	JACKSONVILLE	FL	32210	TRUSTEE	1	$0
W ROBINSON FRAZIER
1515 RIVERSIDE AVE-STE A	JACKSONVILLE	FL	32204	TRUSTEE	0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$169,166	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$169,166	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$169,166	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,537	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$166,629	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,331	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,331	MinimumInvestmentReturnAmt
Distributable Before Adj	$8,331	DistributableBeforeAdjAmt
Distributable Before Ded	$8,331	DistributableBeforeDedAmt
Distributable As Adjusted	$8,331	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$299,442	ExpensesAndContributionsAmt
Qualifying Distributions	$299,442	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$299,442	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,331	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$2,057,966	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,892,454	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,349,313	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$249,909	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$257,692	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,807,334	TotalExcessDistributionCyovAmt
Qualifying Distributions	$299,442	QualifyingDistributionsAmt
Applied To Current Year	$8,331	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$291,111	RemainingDistriFromCorpusAmt
Total Corpus	$8,098,445	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,057,966	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,040,479	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,892,454	ExcessFromYear4Amt
Excess From Year3	$3,349,313	ExcessFromYear3Amt
Excess From Year2	$249,909	ExcessFromYear2Amt
Excess From Year1	$257,692	ExcessFromYear1Amt
Excess From Current Year	$291,111	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ANN C HICKS	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JAX PUBLIC EDUCATION
40 E ADAMS ST STE 110	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$50,000
GIRL SCOUTS OF GATEWAY
1000 SHEARER AVE	JACKSONVILLE	FL	32205	501C3	GENERAL USE	$580
GATEWAY STEPS TO RECOVE
555 STOCKTON STREET	JACKSONVILLE	FL	32204	501C3	GENERAL USE	$500
JAX HISTORICAL SOCIETY
314 N PALMETTO ST	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$100
MEMORIAL PARK ASSOCIATI
1650-302 MARGARET ST	JACKSONVILLE	FL	32204	501C3	GENERAL USE	$1,000
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVD N	JACKSONVILLE	FL	32211	501C3	GENERAL USE	$4,440
GREENSCAPE
1468 HENDRICKS AVE	JACKSONVILLE	FL	32207	501C3	GENERAL USE	$1,000
UNF FOUNDATION
1 UNF DRIVE	JACKSONVILLE	FL	32224	501C3	GENERAL USE	$2,500
THOU ART EXALTED
4612 ORTEGA BLVD	JACKSONVILLE	FL	32210	501C3	GENERAL USE	$150
ST VINCENTS FOUNDATION
1 SHIRCLIFF WAY	JACKSONVILLE	FL	32203	501C3	GENERAL USE	$1,000
JAX PUBLIC LIBRARY
PO BOX 40103	JACKSONVILLE	FL	32203	501C3	GENERAL USE	$1,000
HABIJAX
2404 HUBBARD STREET	JACKSONVILLE	FL	32206	501C3	GENERAL USE	$7,265
CHICAGO SCHOLARS
247 S STATE ST STE 700	CHICAGO	IL	60604	501C3	GENERAL USE	$2,000
COMMUNITY HOSPICE
4266 SUNBEAM ROAD	JACKSONVILLE	FL	32257	501C3	GENERAL USE	$100
ST JOHNS CATHEDRAL
256 E CHURCH STREET	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$31
HABIJAX
2404 HUBBARD STREET	JACKSONVILLE	FL	32206	501C3	GENERAL USE	$8,000
HER SONG
25 N MARKET ST STE 227	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$500
BRAVO VAIL
2271 N FRONTAGE RD W	VAIL	CO	81657	501C3	GENERAL USE	$10,000
THOU ART EXALTED
4612 ORTEGA BLVD	JACKSONVILLE	FL	32210	501C3	GENERAL USE	$1,000
PROCLAIM INTERNATIONAL
7899 BAYMEADOWS WAY	JACKSONVILLE	FL	32256	501C3	GENERAL USE	$100
JAX SYMPHONY ORCHESTRA
300 WATER ST STE 200	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$10,000
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVENUE	JACKSONVILLE	FL	32210	501C3	GENERAL USE	$100
SALVATION ARMY NORTH FL
328 NORTH OCEAN ST	JACKSONVILLE	FL	32202	501C3	GENERAL USE	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$297,092	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$17	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$17	TotalIncomeProducingActyAmt

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	ANN C HICKS	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	4705 ORTEGA BOULEVARD	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$250,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	ANNUAL BANK FEE CHARGE	Desc
Revenue And Expenses Per Books	$150	RevenueAndExpensesPerBooksAmt
Net Investment Income	$150	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	IRS REFUND OF ESTIMATED EXCISE TAX	Desc
Amt	$735	Amt