STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-08-19
IRS object ID
201642329349100109
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-08-19T16:49:27-04:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS ATBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVE STE AAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591947616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HICKS CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHICKBusinessNameControlTxt
Phone9043587932PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14705 ORTEGA BOULEVARDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M HICKSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2016-08-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW ROBINSON FRAZIERPreparerPersonNm
PTINP00029166PTIN
Phone9043535616PhoneNum
Preparation2016-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$62,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22DividendsNetInvstIncmAmt
Total Rev And Expnss$22TotalRevAndExpnssAmt
Total Net Invst Incm$22TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,375LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,375LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$192OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$265,063ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$265,063ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,630TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$267,438TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$267,608ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$330,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,414SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$330,022TotalAssetsBOYAmt
Total Assets EOY$62,414TotalAssetsEOYAmt
Total Assets EOYFMV$62,414TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$330,022CapitalStockBOYAmt
Capital Stock EOY$62,414CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$330,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$62,414TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$330,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$62,414TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$267,608ExcessRevenueOverExpensesAmt
Subtotal$62,414SubtotalAmt
Tot Net Ast Or Fund Balances EOY$62,414TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$272,091AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$443,630NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.613329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$259,318AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$723,524NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.358410DistributionYr2Rt
Adjusted Qlfy Distri Yr3$191,062AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$353,612NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.540315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$241,775AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$151,603NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$261,171AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$394,477NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.662069DistributionYr5Rt
Total Distribution3.174123TotalDistributionRt
Average Distribution0.634825AverageDistributionRt
Net Vl Noncharitable Assets$194,923NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$123,742AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$123,742AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$267,438QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksDAVID M HICKS TRUSTEEIndividualWithBooksNm
Phone9043887251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14705 ORTEGA BOULEVARDAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32210ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID M HICKS
4705 ORTEGA BLVDJACKSONVILLEFL32210TRUSTEE1$0
ANN C HICKS
4705 ORTEGA BLVDJACKSONVILLEFL32210TRUSTEE0$0
W ROBINSON FRAZIER
1515 RIVERSIDE AVE-STE AJACKSONVILLEFL32204TRUSTEE0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$197,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$197,891TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$197,891AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,968CashDeemedCharitableAmt
Net Vl Noncharitable Assets$194,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,746MinimumInvestmentReturnAmt
Distributable Before Adj$9,746DistributableBeforeAdjAmt
Distributable Before Ded$9,746DistributableBeforeDedAmt
Distributable As Adjusted$9,746DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$267,438ExpensesAndContributionsAmt
Qualifying Distributions$267,438QualifyingDistributionsAmt
Adjusted Qualifying Distri$267,438AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,746DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,032,611ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,057,966ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,892,454ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,349,313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$249,909ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,582,253TotalExcessDistributionCyovAmt
Qualifying Distributions$267,438QualifyingDistributionsAmt
Applied To Current Year$9,746AppliedToCurrentYearAmt
Remaining Distri From Corpus$257,692RemainingDistriFromCorpusAmt
Total Corpus$8,839,945TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,032,611ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,807,334ExcessDistriCyovToNextYrAmt
Excess From Year4$2,057,966ExcessFromYear4Amt
Excess From Year3$1,892,454ExcessFromYear3Amt
Excess From Year2$3,349,313ExcessFromYear2Amt
Excess From Year1$249,909ExcessFromYear1Amt
Excess From Current Year$257,692ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID M HICKSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED WAY OF NE FL
1301 RIVERPLACE BLVDJACKSONVILLEFL32207501C3GENERAL USE$41,470
JAX PUBLIC LIBRARY
PO BOX 40103JACKSONVILLEFL32203501C3GENERAL USE$500
THE CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3GENERAL USE$10,500
GREENSCAPE OF JAX
1468 HENDRICKS AVEJACKSONVILLEFL32207501C3GENERAL USE$1,000
JAX PUBLIC LIBRARY
PO BOX 40103JACKSONVILLEFL32203501C3GENERAL USE$1,000
AMHERST COLLEGE
103 CONVERSE HALLAMHERSTMA01002501C3GENERAL USE$10,000
CHICAGO SCHOLARS
247 S STATE ST STE 700CHICAGOIL60604501C3GENERAL USE$2,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138501C3GENERAL USE$10,000
CATHEDRAL ARTS PROJECT
207 N LAURA ST STE 300JACKSONVILLEFL32202501C3GENERAL USE$500
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVD NJACKSONVILLEFL32211501C3GENERAL USE$4,440
AMERICAN CANCER SOCIETY
1430 PRUDENTIAL DRIVEJACKSONVILLEFL32207501C3GENERAL USE$10,000
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3GENERAL USE$20,000
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3GENERAL USE$500
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3GENERAL USE$1,000
WJCT PUBLIC BROADCASTIN
100 FESTIVAL PARK AVEJACKSONVILLEFL32202501C3GENERAL USE$1,000
UNF FOUNDATION INC
1725 MEMORIAL PKWYJACKSONVILLEFL32204501C3GENERAL USE$850
WOMENS GIVING ALLIANCE
245 RIVERSIDE AVE 310JACKSONVILLEFL32202501C3GENERAL USE$1,500
LEADERSHIP JACKSONVILLE
4040 WOODCOCK DR 155JACKSONVILLEFL32207501C3GENERAL USE$1,500
WOLFSON CHILDRENS HOSPI
1325 SAN MARCO BLVD 802JACKSONVILLEFL32207501C3GENERAL USE$1,693
CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3GENERAL USE$150
JAX HISTORICAL SOCIETY
317 A PHILIP RANDOLPHJACKSONVILLEFL32202501C3GENERAL USE$100
JAX SYMPHONY ORCHESTRA
300 WATER ST STE 200JACKSONVILLEFL32202501C3GENERAL USE$5,000
GOVENOR'S ACADEMY
1 ELM STEETBYFIELDMA01922501C3GENERAL USE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$265,063TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22TotalIncomeProducingActyAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFRAZIER & FRAZIERCategoryTxt
Legal Fees$2,375LegalFeesAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
UBS BANK CHECK ORDER FEE$42
ANNUAL BANK FEE CHARGE$150$150