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HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-08-20
IRS object ID
201502329349100500
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-20T09:14:23-04:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS AT LAWBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVE SUITE AAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

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 Line11725 MEMORIAL PARK DRIVEAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M HICKSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2015-08-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBPreparerPersonNm
PTINP00039118PTIN
Preparation2015-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$330,022FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,275ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$47DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47DividendsNetInvstIncmAmt
Other Income Rev And Expnss$512OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,834TotalRevAndExpnssAmt
Total Net Invst Incm$47TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,275LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,275LegalFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$272,091ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$272,091ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$274,366TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$272,091TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$271,532ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$601,554SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$330,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$330,022SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$601,554TotalAssetsBOYAmt
Total Assets EOY$330,022TotalAssetsEOYAmt
Total Assets EOYFMV$330,022TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$601,554CapitalStockBOYAmt
Capital Stock EOY$330,022CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$601,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$330,022TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$601,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,022TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$601,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$271,532ExcessRevenueOverExpensesAmt
Subtotal$330,022SubtotalAmt
Tot Net Ast Or Fund Balances EOY$330,022TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$259,318AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$723,524NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.358410DistributionYr1Rt
Adjusted Qlfy Distri Yr2$191,062AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$353,612NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.540315DistributionYr2Rt
Adjusted Qlfy Distri Yr3$241,775AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$151,603NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$261,171AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$394,477NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.662069DistributionYr4Rt
Adjusted Qlfy Distri Yr5$221,776AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$634,668NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.349436DistributionYr5Rt
Total Distribution2.910230TotalDistributionRt
Average Distribution0.582046AverageDistributionRt
Net Vl Noncharitable Assets$443,630NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$258,213AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$258,213AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$272,091QualifyingDistributionsAmt

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$450,386AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$450,386TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$450,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$443,630NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,182MinimumInvestmentReturnAmt
Distributable Before Adj$22,182DistributableBeforeAdjAmt
Distributable Before Ded$22,182DistributableBeforeDedAmt
Distributable As Adjusted$22,182DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$272,091ExpensesAndContributionsAmt
Qualifying Distributions$272,091QualifyingDistributionsAmt
Adjusted Qualifying Distri$272,091AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,182DistributableAsAdjustedAmt
Qualifying Distributions$272,091QualifyingDistributionsAmt
Applied To Current Year$22,182AppliedToCurrentYearAmt
Remaining Distri From Corpus$249,909RemainingDistriFromCorpusAmt
Total Corpus$249,909TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$249,909ExcessDistriCyovToNextYrAmt
Excess From Current Year$249,909ExcessFromCurrentYearAmt

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
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVDJACKSONVILLEFL32211501C3GENERAL PURPOSE$25,000
GIRL SCOUTS OF GATEWAY
1000 SHEARER AVEJACKSONVILLEFL32205501C3GENERAL PURPOSE$500
MUSEUM OF SCIENCE & HIS
1025 MUSEUM CIRCLEJACKSONVILLEFL32207501C3GENERAL PURPOSE$1,000
HARVARD UNIVERSITY
124 MT AUBURN STREETCAMBRIDGEMA02138501C3GENERAL PURPOSE$10,000
RIVERSIDE FINE ARTS
1100 STOCKTON STREETJACKSONVILLEFL32204501C3GENERAL PURPOSE$1,000
MUSEUM CONT ART JAX
1725 MEMORIAL PARK DRJACKSONVILLEFL32204501C3GENERAL PURPOSE$1,000
JAX SYMPHONY ORCHESTRA
300 WATER STREET ST 200JACKSONVILLEFL32202501C3GENERAL PURPOSE$200
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVD NJACKSONVILLEFL32211501C3GENERAL PURPOSE$4,440
THE BRIDGE NE FLORIDA
PO BOX 43126JACKSONVILLEFL32203501C3GENERAL PURPOSE$1,000
GREENSCAPE
1468 HENDRICKS AVEJACKSONVILLEFL32207501C3GENERAL PURPOSE$804
UNIVERSITY OF N FLORIDA
1 UNF DRIVEJACKSONVILLEFL32224501C3GENERAL PURPOSE$2,500
CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3GENERAL PURPOSE$600
MEMORIAL PARK ASSOCIATI
1515 RIVERSIDE AVE ST AJACKSONVILLEFL32204501C3GENERAL PURPOSE$500
TIGER ACADEMY - YMCA
6079 BAGLEY ROADJACKSONVILLEFL32209501C3GENERAL PURPOSE$5,000
CATHERDRAL ARTS PROJECT
4063 SALISBURY ROADJACKSONVILLEFL32216501C3GENERAL PURPOSE$300
DOUGLAS ANDERSON SCHOOL
2445 SAN DIEGO RDJACKSONVILLEFL32207501C3GENERAL PURPOSE$10,000
JAX COMMUNITY COUNCIL
100 FESTIVAL PARK AVEJACKSONVILLEFL32202501C3GENERAL PURPOSE$500
CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3GENERAL PURPOSE$9,700
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVEJACKSONVILLEFL32210501C3GENERAL PURPOSE$20,000
UNF FOUNDATION INC
1725 MEMORIAL PKWYJACKSONVILLEFL32204501C3GENERAL PURPOSE$5,000
JAX PUBLIC LIBRARY FDN
PO BOX 40103JACKSONVILLEFL32203501C3GENERAL PURPOSE$25,000
TIMUCUAN TRAIL PARKS
9953 HECKSHER DRIVEJACKSONVILLEFL32226501C3GENERAL PURPOSE$2,400
GOVERNOR'S ACADEMY
1 ELM STEETBYFIELDMA01922501C3GENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$269,566TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47TotalIncomeProducingActyAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFRAZIER & FRAZIERCategoryTxt
Legal Fees$2,275LegalFeesAmt
Net Investment Income$2,275NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUNDED GIRL SCOUTS DONATIONDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Revenue And Expenses Per Books$12RevenueAndExpensesPerBooksAmt