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HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
Tax period
2011-04-01 to 2012-03-31
Filed
2012-09-06
IRS object ID
201202509349100505
Schema version
2011v1.2
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)
Timestamp2012-09-06T15:14:31-04:00Timestamp
Tax Period End Date2012-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS AT LAWBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVENUE - STE AAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code322044134ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN591947616EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HICKS CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHICKNameControl
Phone9043587932Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameDAVID M HICKSName
TitleTRUSTEETitle
Date Signed2012-08-30DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameKRIS D ROBINSONName
Phone9043535616Phone
Date Prepared2012-09-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY62184FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss16DividendsRevAndExpnss
Dividends Net Invst Incm16DividendsNetInvstIncm
Total Revenue And Expenses16TotalRevenueAndExpenses
Total Net Investment Income16TotalNetInvestmentIncome
Legal Fees Rev And Expnss2275LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps2275LegalFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss2425TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2275TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss239500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps239500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss241925TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps241775TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-241909ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY304093SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY62184SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV62184SavingsAndTempCashInvstEOYFMV
Total Assets BOY304093TotalAssetsBOY
Total Assets EOY62184TotalAssetsEOY
Total Assets EOYFMV62184TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY304093CapitalStockBOY
Capital Stock EOY62184CapitalStockEOY
Total Net Assets BOY304093TotalNetAssetsBOY
Total Net Assets EOY62184TotalNetAssetsEOY
Total Liabilities Net Assets BOY304093TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY62184TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY304093TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-241909ExcessOfRevenueOverExpenses
Subtotal62184Subtotal
Total Net Assets Fund Balances EOY62184TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year1261171QualifyingDistributionsYear1
Noncharitable Assets Year1394477NoncharitableAssetsYear1
Distribution Ratio Year10.6621DistributionRatioYear1
Qualifying Distributions Year2221776QualifyingDistributionsYear2
Noncharitable Assets Year2634668NoncharitableAssetsYear2
Distribution Ratio Year20.3494DistributionRatioYear2
Qualifying Distributions Year3287000QualifyingDistributionsYear3
Noncharitable Assets Year3855172NoncharitableAssetsYear3
Distribution Ratio Year30.3356DistributionRatioYear3
Qualifying Distributions Year4361057QualifyingDistributionsYear4
Noncharitable Assets Year4392208NoncharitableAssetsYear4
Distribution Ratio Year40.9206DistributionRatioYear4
Qualifying Distributions Year5561061QualifyingDistributionsYear5
Noncharitable Assets Year5240000NoncharitableAssetsYear5
Distribution Ratio Year51DistributionRatioYear5
Total Distribution Ratio3.2677TotalDistributionRatio
Average Distribution Ratio0.6535AverageDistributionRatio
Net Noncharitable Assets151603NetNoncharitableAssets
Adjusted Noncharitable Assets99073AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One99073AdjNonchrtblAssetsAndOnePct
Qualifying Distributions241775QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Est Tax Payments And Overpayment6EstTaxPaymentsAndOverpayment
Total Credits And Payments6TotalCreditsAndPayments
Overpayment6Overpayment
Amount To Be Refunded6AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
New Substantial ContributorsfalseNewSubstantialContributors
Applicable Insurance ContracttrueApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID M HICKS TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9043887251BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
DAVID M HICKS
4705 ORTEGA BLVDJACKSONVILLEFL32210TRUSTEE10
ANN C HICKS
4705 ORTEGA BLVDJACKSONVILLEFL32210TRUSTEE00
W ROBINSON FRAZIER
1515 RIVERSIDE AVE-STE AJACKSONVILLEFL32204TRUSTEE00
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances153912AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets153912TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets153912AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2309CashDeemedCharitable
Net Noncharitable Assets151603NetNoncharitableAssets
Minimum Investment Return7580MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return7580MinimumInvestmentReturn
Distributable Amount Before Adj7580DistributableAmountBeforeAdj
Distributable Amount Before Ded7580DistributableAmountBeforeDed
Distributable Amount As Adjusted7580DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions241775ExpensesAndContributions
Qualifying Distributions241775QualifyingDistributions
Adj Qualifying Distributions241775AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted7580DistributableAmountAsAdjusted
Excess Distri Carryover Year4356574ExcessDistriCarryoverYear4
Excess Distri Carryover Year3244533ExcessDistriCarryoverYear3
Excess Distri Carryover Year2190053ExcessDistriCarryoverYear2
Excess Distri Carryover Year11032611ExcessDistriCarryoverYear1
Total Excess Distri Carryover1823771TotalExcessDistriCarryover
Qualifying Distributions241775QualifyingDistributions
Applied To Current Year7580AppliedToCurrentYear
Remaining Distri From Corpus234195RemainingDistriFromCorpus
Total Corpus2057966TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year2057966ExcessDistriCyovToNextYear
Excess From Year4356574ExcessFromYear4
Excess From Year3244533ExcessFromYear3
Excess From Year2190053ExcessFromYear2
Excess From Year11032611ExcessFromYear1
Excess From Current Year234195ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID M HICKSContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Form And Info And MaterialsNOT APPLICABLEFormAndInfoAndMaterials
Submission DeadlinesNOT APPLICABLESubmissionDeadlines
Restrictions On AwardsNOT APPLICABLERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAMP BOGGY CREEK
30500 BRANTLEY BRANCHEUSTISFL32736501C3FOR GENERAL USE$500
COMMUNITY FOUNDATION
245 RIVERSIDE AVENUEJACKSONVILLEFL32202501C3FOR GENERAL USE$5,000
CULTURAL COUNCIL
300 WEST WATER STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$100
EPISCOPAL CHILDRENS SVS
8443 BAYMEADOWS ROADJACKSONVILLEFL32256501C3FOR GENERAL USE$500
COMMUNITY FOUNDATION
245 RIVERSIDE AVENUEJACKSONVILLEFL32202501C3FOR GENERAL USE$1,000
HABITAT FOR HUMANITY
2404 HUBBARD STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$100
JAX HISTORICAL SOCIETY
317 A PHILIP RANDOLPHJACKSONVILLEFL32202501C3FOR GENERAL USE$100
HABITAT FOR HUMANITY
2404 HUBBARD STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$10,000
EDWARD WATERS COLLEGE
1658 KINGS ROADJACKSONVILLEFL32209501C3FOR GENERAL USE$10,000
CATHEDRAL ARTS PROJECT
4063 SALISBURY ROADJACKSONVILLEFL32216501C3FOR GENERAL USE$500
UNF FOUNDATION INC
1 UNF DRIVEJACKSONVILLEFL32224501C3FOR GENERAL USE$1,000
AMERICAN CANCER SOCIETY
1430 PRUDENTIAL DRIVEJACKSONVILLEFL32207501C3FOR GENERAL USE$2,500
COMMUNITY HOSPICE FDN
4266 SUNBEAM ROADJACKSONVILLEFL32257501C3FOR GENERAL USE$100
UNIVERSITY OF NORTH FL
1 UNF DRIVEJACKSONVILLEFL32224501C3FOR GENERAL USE$1,000
ALLISON BRUNDICK FOUNDT
POST OFFICE BOX 126JACKSONVILLEFL32244501C3FOR GENERAL USE$100
WJCT
100 FESTIVAL PARK AVEJACKSONVILLEFL32202501C3FOR GENERAL USE$1,000
HABIJAX
2404 HUBBARD STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$30,000
ST MARKS EPISCOPAL CHUR
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3FOR GENERAL USE$20,000
AMHERST COLLEGE
POST OFFICE BOX 5000AMHERSTMA01002501C3FOR GENERAL USE$10,000
UNITED WAY OF NE FL
1301 RIVERPLACE BLVDJACKSONVILLEFL32203501C3FOR GENERAL USE$40,000
THE GOVERNORS ACADEMY
1 ELM STREETBYFIELDMA01922501C3FOR GENERAL USE$10,000
WOLFSONS CHILD HOSPITAL
1325 SAN MARCO BOULEVRDJACKSONVILLEFL32207501C3FOR GENERAL USE$850
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138501C3FOR GENERAL USE$10,000
FRIENDS OF THE GTM RSVE
450 GUANA RIVER ROADPONTE VEDRA BEFL32082501C3FOR GENERAL USE$100
ST JOHNS RIVERKEEPER
2800 UNIVERSITY BLVD NJACKSONVILLEFL32211501C3FOR GENERAL USE$5,000
DANIEL FOUNDATION INC
4203 SOUTHPOINT BLVDJACKSONVILLEFL32216501C3FOR GENERAL USE$1,000
BRAVO VAIL VALLEY MUSIC
2271 N FRONTAGE RD WESTVAILCO81657501C3FOR GENERAL USE$10,000
JAX PUBLIC EDUCATION FD
245 RIVERSIDE AVENUEJACKSONVILLEFL32202501C3FOR GENERAL USE$10,000
BRIDGE OF NE FL INC
POST OFFICE BOX 43126JACKSONVILLEFL32203501C3FOR GENERAL USE$500
GREENSCAPE OF JAX INC
1468 HENDRICKS AVENUEJACKSONVILLEFL32207501C3FOR GENERAL USE$1,000
ST JOHNS EPIS CATHEDRAL
256 EAST CHURCH STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$1,000
GATEWAY COMMUNITY SVC
555 STOCKTON STREETJACKSONVILLEFL32204501C3FOR GENERAL USE$1,000
CUMMER MUSEUM
829 RIVERSIDE AVENUEJACKSONVILLEFL32204501C3FOR GENERAL USE$10,000
EPISCOPAL CHILDRENS SVS
8443 BAYMEADOWS ROADJACKSONVILLEFL32256501C3FOR GENERAL USE$500
COMMUNITY FOUNDATION
245 RIVERSIDE AVENUEJACKSONVILLEFL32202501C3FOR GENERAL USE$1,500
CATHEDRAL ARTS PROJECT
4063 SALISBURY ROADJACKSONVILLEFL32216501C3FOR GENERAL USE$250
JACKSONVILLE ZOO
370 ZOO PARKWAYJACKSONVILLEFL32218501C3FOR GENERAL USE$1,000
ST VINCENTS HEALTHCARE
POST OFFICE BOX 41564JACKSONVILLEFL32203501C3FOR GENERAL USE$1,000
LATE BLOOMERS GARDEN CB
1877 BEACH AVENUEATLANTIC BEACHFL32233501C3FOR GENERAL USE$100
RIVERSIDE FINE ARTS
1100 STOCKTON STREETJACKSONVILLEFL32204501C3FOR GENERAL USE$500
CITY RESCUE MISSION
426 SOUTH MCDUFF AVEJACKSONVILLEFL32254501C3FOR GENERAL USE$100
SPOLETO FESTIVAL USA
14 GEORGE STREETCHARLESTONSC29401501C3FOR GENERAL USE$10,000
HABIJAX
2404 HUBBARD STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$30,000
CUMMER MUSEUM
829 RIVERSIDE AVENUEJACKSONVILLEFL32204501C3FOR GENERAL USE$100
FRESH MINISTRIES
1131 NORTH LAURA STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year239500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$16ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$16ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA16TotalPartXVIA

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryFRAZIER & FRAZIER ATTORNEYSCategory
Amount$2,275Amount
Disbursements Charitable Prps2275DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUBS BUSINESS SVS ACCNT FEE 12-6Description
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income150NetInvestmentIncome