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HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
Tax period
2013-04-01 to 2014-03-31
Filed
2014-08-15
IRS object ID
201402279349100700
Schema version
2013v3.1
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)
Return2014-08-15T07:30:48-04:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS ATBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVE STE AAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32204ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591947616EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HICKS CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHICKBusinessNameControlTxt
Phone9043587932PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11725 MEMORIAL PARK DRIVEAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32204ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M HICKSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2014-08-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW ROBINSON FRAZIERPreparerPersonNm
Phone9043535616PhoneNum
Preparation2014-08-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$601,554FMVAssetsEOYAmt
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$88DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88DividendsNetInvstIncmAmt
Total Rev And Expnss$88TotalRevAndExpnssAmt
Total Net Invst Incm$88TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,275LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,275LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$192OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$192OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$18,643TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$18,643TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$192TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$238,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$238,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$259,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$192TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$259,422ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$860,977SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$601,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$601,554SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$860,977TotalAssetsBOYAmt
Total Assets EOY$601,554TotalAssetsEOYAmt
Total Assets EOYFMV$601,554TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$860,977CapitalStockBOYAmt
Capital Stock EOY$601,554CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$860,977TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$601,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$860,977TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$601,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$860,977TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$259,422ExcessRevenueOverExpensesAmt
Subtotal$601,555SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$601,554TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$191,062AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$353,612NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.5403DistributionYr1Rt
Adjusted Qlfy Distri Yr2$241,775AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$151,603NetVlNoncharitableAssetsYr2Amt
Distribution Yr21DistributionYr2Rt
Adjusted Qlfy Distri Yr3$261,171AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$394,477NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.6621DistributionYr3Rt
Adjusted Qlfy Distri Yr4$221,776AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$634,668NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.3494DistributionYr4Rt
Adjusted Qlfy Distri Yr5$287,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$855,172NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.3356DistributionYr5Rt
Total Distribution2.8874TotalDistributionRt
Average Distribution0.5775AverageDistributionRt
Net Vl Noncharitable Assets$8,552,049NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,938,808AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$4,938,808AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$259,318QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID M HICKS TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Phone9043887251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14705 ORTEGA BOULEVARDAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32210ZIPCode

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$8,682,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,682,283TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,682,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,552,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$427,602MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$427,602MinimumInvestmentReturnAmt
Distributable Before Adj$427,602DistributableBeforeAdjAmt
Distributable Before Ded$427,602DistributableBeforeDedAmt
Distributable As Adjusted$427,602DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,318ExpensesAndContributionsAmt
Qualifying Distributions$259,318QualifyingDistributionsAmt
Adjusted Qualifying Distri$259,318AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$427,602DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$244,533ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$190,053ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,032,611ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$234,195ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,892,454ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,593,846TotalExcessDistributionCyovAmt
Qualifying Distributions$259,318QualifyingDistributionsAmt
Applied To Current Year$259,318AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$168,284ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$168,284ExcessDistributionCyovAppCYAmt
Total Corpus$3,425,562TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$76,249ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,349,313ExcessDistriCyovToNextYrAmt
Excess From Year4$190,053ExcessFromYear4Amt
Excess From Year3$1,032,611ExcessFromYear3Amt
Excess From Year2$234,195ExcessFromYear2Amt
Excess From Year1$1,892,454ExcessFromYear1Amt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FL STATE COLLEGE FOUND
501 WEST STATE STREETJACKSONVILLEFL32202501C3GENERAL PURPOSE$2,500
BRIDGE OF NE FL INC
POST OFFICE BOX 43126JACKSONVILLEFL32203501C3GENERAL PURPOSE$500
FRESH MINISTRIES
1131 NORTH LAURA STREETJACKSONVILLEFL32206501C3GENERAL PURPOSE$1,000
UNITED WAY-HABITAT
2404 HUBBARD STREETJACKSONVILLEFL32206501C3GENERAL PURPOSE$30,000
GOVERNORS ACADEMY
1 ELM STREETBYFIELDMA01922501C3GENERAL PURPOSE$10,000
AMHERST COLLEGE
PO BOX 5000AMHERSTMA01002501C35GENERAL PURPOSE$10,000
HABIJAX-HABITAT
2404 HUBBARD STREETJACKSONVILLEFL32206501C3GENERAL PURPOSE$30,000
MOCA
333 NORTH LAURA STREETJACKSONVILLEFL32202501C3GENERAL PURPOSE$500
HARVARD UNIVERSITY
124 MOUNT AUBURN STCAMBRIDGEMA02138501C3GENERAL PURPOSE$10,000
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVD NJACKSONVILLEFL32211501C3GENERAL PURPOSE$5,000
COMMUNITY GARDEN FUND
5825 SW 111 STREETMIAMIFL33156501C3GENERAL PURPOSE$100
CTR-VISUALLY IMPAIRED
739 W PEACHTREE ST NWATLANTAGA30308501C3GENERAL PURPOSE$500
JAX PUBLIC LIBRARY
POST OFFICE BOX 40103JACKSONVILLEFL32203501C3GENERAL PURPOSE$1,500
GIRL SCOUTS-GATEWAY
1000 SHEARER AVENUEJACKSONVILLEFL32205501C3GENERAL PURPOSE$1,000
GREENSCAPE OF JAX
1468 HENDRICKS AVENUEJACKSONVILLEFL32207501C3GENERAL PURPOSE$1,000
BRIDGE OF NE FL INC
POST OFFICE BOX 43126JACKSONVILLEFL32202501C3GENERAL PURPOSE$500
JACKSONVILLE ZOO
370 ZOO PARKWAYJACKSONVILLEFL32218501C3GENERAL PURPOSE$1,000
UNIVERSITY OF N FL
1 UNF DRIVEJACKSONVILLEFL32224501C3GENERAL PURPOSE$2,500
WOLFSON CHILD HOSPITAL
1325 SAN MARCO BLVDJACKSONVILLEFL32207501C3GENERAL PURPOSE$850
JUNIOR LEAGUE OF JAX
2165 PARK STREETJACKSONVILLEFL32204501C3GENERAL PURPOSE$1,000
WJCT
100 FESTIVAL PARK AVEJACKSONVILLEFL32202501C3GENERAL PURPOSE$1,000
RIVERSIDE FINE ARTS
1100 STOCKTON STREETJACKSONVILLEFL32204501C3GENERAL PURPOSE$1,000
ST VINCENTS HEALTHCARE
POST OFFICE BOX 41564JACKSONVILLEFL32203501C3GENERAL PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$238,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$88ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88TotalIncomeProducingActyAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFRAZIER & FRAZIERCategoryTxt
Legal Fees$2,275LegalFeesAmt
Disbursements Charitable Prps$2,275DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryANNUAL UBS BROKERAGE FEECategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS CHECK ORDER FEECategoryTxt
Amt$42Amt
Net Investment Income$42NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 EXCISE TAX DUECategoryTxt
Amt$18,643Amt
Disbursements Charitable Prps$18,643DisbursementsCharitablePrpsAmt