THE JIM HICKS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JIM HICKS FAMILY FOUNDATION (EIN 27-1357705)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-25
- IRS object ID
- 201500569349100405
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-25T10:09:23-08:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genske Mulder & Co LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4150 Concours Ste 250 | AddressLine1 |
| City | Ontario | City |
| State | CA | State |
| ZIP Code | 917645913 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271357705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JIM HICKS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMH | BusinessNameControlTxt |
| Phone | 8006922690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 565 MERCURY LANE | AddressLine1 |
| City | BREA | City |
| State | CA | State |
| ZIP Code | 92821 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HICKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADFORD P CARR CPA | PreparerPersonNm |
| PTIN | P00053250 | PTIN |
| Phone | 9094832100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,098,781 | 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 | $492,944 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $128,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,420 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $128,420 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,540,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,636,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,540,215 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $69,245 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,161,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,668,635 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $197,665 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $40 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $40 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,490 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,223 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $9,223 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,825,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,668,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $197,665 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $3,737,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,562,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,098,781 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,737,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,562,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,098,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,737,422 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,562,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,737,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,562,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,737,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,562,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,737,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,825,476 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,562,898 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,562,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3000 SHARES AGRIUM INC | D | 1998-09-22 | 2013-12-04 | $274,619 | $28,651 | $245,968 | $245,968 |
| 10000 SHARES CHESAPEAKE ENERGY CORP | P | 2013-01-31 | 2013-12-31 | $269,752 | $200,507 | $69,245 | $69,245 |
| 5700 SHARES FOREST LABRATORIES INC | P | 2012-09-11 | 2014-02-03 | $367,751 | $199,269 | $168,482 | $168,482 |
| 9900 SHARES CF INDUSTRIES HOLDINGS | D | 2006-09-15 | 2014-04-15 | $2,369,031 | $474,538 | $1,894,493 | $1,894,493 |
| 10000 SHARES CF INDUSTRIES HOLDINGS | D | 2006-10-16 | 2014-06-12 | $2,355,744 | $193,717 | $2,162,027 | $2,162,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,540,215 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $69,245 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $229,383 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,655,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,837 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,813,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,349 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,122,755 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,482 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,147,271 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00488 | DistributionYr4Rt |
| Total Distribution | 0.08918 | TotalDistributionRt |
| Average Distribution | 0.02230 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,109,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $249,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $335,929 | 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 | $46,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,685 | SubtotalAmt |
| Tax Based On Investment Income | $46,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,936 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,936 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $725 | EsPenaltyAmt |
| Tax Due | $41,474 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM HICKS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006922690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 565 MERCURY LANE | AddressLine1 |
| City | BREA | City |
| State | CA | State |
| ZIP Code | 92821 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JIM HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | President | 10.00 | $0 |
| GARY H EDELSTONE | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | Secretary | 2.00 | $0 |
| WAYLAND R HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| GARY MILHOUS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| JENNIFER E HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,175,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,072,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,248,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,248,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,109,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,685 | TotalTaxAmt |
| Distributable Before Adj | $408,784 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $408,784 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $408,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,929 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $335,929 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $289,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $408,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $321,715 | UndistributedIncomePYAmt |
| Qualifying Distributions | $335,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $321,715 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,214 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $394,570 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM HICKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OUR NEIGHBORHOOD HOMEWORK HOUSE | |||||||
| PO BOX 993 | AZUSA | CA | 91702 | N/A | PUBLIC | CHARITY | $7,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | PUBLIC | CHARITY | $10,000 |
| CENTER THEATRE GROUP | |||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PUBLIC | CHARITY | $6,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 600610 | DALLAS | TX | 75360 | N/A | PUBLIC | CHARITY | $3,000 |
| GEORGE BUSH PRESIDENTIAL LIBRARY FO | |||||||
| 1145 TAMU | COLLEGE STATION | TX | 77843 | N/A | PUBLIC | CHARITY | $2,500 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | N/A | PUBLIC | CHARITY | $20,000 |
| TAX FOUNDATION | |||||||
| 529 14TH STREET NW SUITE 420 | WASHINGTON | DC | 20045 | N/A | PUBLIC | CHARITY | $6,000 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PUBLIC | CHARITY | $10,500 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PUBLIC | CHARITY | $7,500 |
| ANGELES CREST CHRISTIAN CAMP | |||||||
| 2501 EAST CHAPMAN AVENUE SUITE 190 | FULLERTON | CA | 92831 | N/A | PUBLIC | CHARITY | $8,000 |
| PIH HEALTH FOUNDATION | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | N/A | PUBLIC | CHARITY | $10,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | N/A | PUBLIC | CHARITY | $9,501 |
| CAL POLY UNIVERSITY POMONA | |||||||
| 3801 WEST TEMPLE AVENUE | POMONA | CA | 91768 | N/A | PUBLIC | CHARITY | $33,600 |
| DEVIL PUPS | |||||||
| PO BOX 6607 | WESTLAKE VILLAGE | CA | 91359 | N/A | PUBLIC | CHARITY | $20,000 |
| PURDUE UNIVERSITY | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | N/A | PUBLIC | CHARITY | $25,000 |
| ST JOHN VIANNEY CATHOLIC COMMUNITY | |||||||
| 1345 TURNBULL CANYON ROAD | HACIENDA HEIGHTS | CA | 91745 | N/A | PUBLIC | CHARITY | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | PUBLIC | CHARITY | $30,000 |
| BOYS TOWN | |||||||
| 200 FLANAGAN BOULEVARD | BOYS TOWN | NE | 68010 | N/A | PUBLIC | CHARITY | $20,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | N/A | PUBLIC | CHARITY | $6,000 |
| THE RONALD REAGAN PRESIDENTIAL FDN | |||||||
| PO BOX 5020 | SIMI VALLEY | CA | 93062 | N/A | PUBLIC | CHARITY | $3,500 |
| THE HOBART SHAKESPEAREAN | |||||||
| 980 S HOBART BLVD | LOS ANGELES | CA | 90006 | N/A | PUBLIC | CHARITY | $1,000 |
| MOUNTAIN STATE LEGAL FDN | |||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PUBLIC | CHARITY | $4,000 |
| THE FRIEDMAN FOUNDATION | |||||||
| ONE AMERICAN SQUARE SUITE 2420 | INDIANAPOLIS | IN | 46282 | N/A | PUBLIC | CHARITY | $2,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | N/A | PUBLIC | CHARITY | $18,000 |
| THE CLAREMONT INSTITUTE | |||||||
| 937 W FOOTHILL BLVD SUITE E | CLAREMONT | CA | 91711 | N/A | PUBLIC | CHARITY | $3,000 |
| NATIONAL FFA FOUNDATION | |||||||
| PO BOX 68960 | INDIANAPOLIS | IN | 46268 | N/A | PUBLIC | CHARITY | $5,000 |
| NATIONAL 911 MEMORIAL AND MUSEUM | |||||||
| 200 LIBERTY ST 16TH FLOOR | NEW YORK | NY | 10281 | N/A | PUBLIC | CHARITY | $4,000 |
| FIVE ACRES | |||||||
| 760 WEST MOUNTAIN VIEW STREET | ALTADENA | CA | 91001 | N/A | PUBLIC | CHARITY | $5,000 |
| AMERICANS FOR PROSPERITY | |||||||
| 2111 WILSON BLVD SUITE 350 | ARLINGTON | VA | 22201 | N/A | PUBLIC | CHARITY | $10,000 |
| THE AMERICAN LEGION | |||||||
| PO BOX 361656 | INDIANAPOLIS | IN | 46236 | N/A | PUBLIC | CHARITY | $1,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PUBLIC | CHARITY | $15,000 |
| LA HABRA CHRISTIAN CHURCH | |||||||
| 1400 BELLA VISTA DRIVE | LA HABRA HEIGHTS | CA | 90631 | NA | PUBLIC | CHARITY | $4,000 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | CHARITY | $2,000 |
| THE SALVATION ARMY | |||||||
| 180 EAST OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | N/A | PUBLIC | CHARITY | $5,000 |
| SOLIDARITY | |||||||
| PO BOX 220 | PLACENTIA | CA | 92871 | N/A | PUBLIC | CHARITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,101 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,540,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,668,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,668,635 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JIM HICKS AND COMPANY | ||||||
| 1 | 565 MERCURY LANE | BREA | CA | 92821 | $2,392,500 | Yes (X) |
| JAMES HICKS | ||||||
| 2 | 3013 PIETRO DR | HACIENDA HEIGHTS | CA | 91745 | $1,020,700 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIESCF INDUSTRIES HOLDINGS, INC (NYSE:CF)10,000 SHARES | $2,392,500 | 2014-06-14 |
| 2 | PUBLICLY TRADED SECURITIESKANSAS CY SOUTHN IND (NYSE:KSU)10,000 SHARES | $1,020,700 | 2014-01-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION FE | CategoryTxt |
| Amt | $2,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,490 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $75 | $75 | |
| SERVICE FEES | $174 | $174 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JAMES HICKS | |||
| 3013 PIETRO DR | HACIENDA HEIGHTS | CA | 91745 |
| JIM HICKS AND COMPANY | |||
| 565 MERCURY LANE | BREA | CA | 92821 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 |
| UNITED STATES TREASURY | $9,213 | $9,213 |
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