THE JIM HICKS FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE JIM HICKS FAMILY FOUNDATION (EIN 27-1357705)
Tax period
2011-11-01 to 2012-10-31
Filed
2013-02-15
IRS object ID
201310469349100206
Schema version
2011v1.5
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)
Timestamp2013-02-15T08:25:51-08:00Timestamp
Tax Period End Date2012-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Genske Mulder & Co LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14150 Concours Ste 250AddressLine1
CityOntarioCity
StateCAState
ZIP Code917645913ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN271357705EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JIM HICKS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJIMHNameControl
Phone8006922690Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13013 PIETRO DRIVEAddressLine1
CityHACIENDA HEIGHTSCity
StateCAState
ZIP Code91745ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJIM HICKSName
TitlePresidentTitle
Date Signed2013-02-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRADFORD P CARR CPAName
Phone9094832100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6798387FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss595498ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss85200DividendsRevAndExpnss
Dividends Net Invst Incm85200DividendsNetInvstIncm
Dividends Adj Net Incm85200DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss180368NetGainSaleAssetsRevAndExpnss
Gross Sales Price651188GrossSalesPrice
Capital Gain Net Incm Net Invst Incm180368CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses861066TotalRevenueAndExpenses
Total Net Investment Income265568TotalNetInvestmentIncome
Total Adjusted Net Income85200TotalAdjustedNetIncome
Accounting Fees Rev And Expnss6062AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps6062AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss17TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps17TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss270OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm158OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps112OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6349TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm158TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps6191TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss143300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps143300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss149649TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm158TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps149491TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses711417ExcessOfRevenueOverExpenses
Net Investment Income265410NetInvestmentIncome
Adjusted Net Income85200AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Investments Corp Stock BOY2668067InvestmentsCorpStockBOY
Investments Corp Stock EOY3379484InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV6798387InvestmentsCorpStockEOYFMV
Total Assets BOY2668067TotalAssetsBOY
Total Assets EOY3379484TotalAssetsEOY
Total Assets EOYFMV6798387TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY2668067RetainedEarningsBOY
Retained Earnings EOY3379484RetainedEarningsEOY
Total Net Assets BOY2668067TotalNetAssetsBOY
Total Net Assets EOY3379484TotalNetAssetsEOY
Total Liabilities Net Assets BOY2668067TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3379484TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2668067TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses711417ExcessOfRevenueOverExpenses
Subtotal3379484Subtotal
Total Net Assets Fund Balances EOY3379484TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
1500 SHARES TERRA NITROGEN CO L P COM UNITP2010-04-292012-02-06296696127953168743168743
5800 SHARES HONDA MOTOR CO LTD ADR-NEWP2010-04-292012-02-0220615120146146904690
5000 SHARES ARCHER-DANIELS-MIDLAND COP2010-04-162012-02-0714834114140669356935
FieldValueIRS element (for citing)
Capital Gain Net Income180368CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year160349QualifyingDistributionsYear1
Noncharitable Assets Year13122755NoncharitableAssetsYear1
Distribution Ratio Year10.01933DistributionRatioYear1
Qualifying Distributions Year210482QualifyingDistributionsYear2
Noncharitable Assets Year22147271NoncharitableAssetsYear2
Distribution Ratio Year20.00488DistributionRatioYear2
Total Distribution Ratio0.02421TotalDistributionRatio
Average Distribution Ratio0.01210AverageDistributionRatio
Net Noncharitable Assets4813330NetNoncharitableAssets
Adjusted Noncharitable Assets58261AdjustedNoncharitableAssets
One Percent Net Investment Income2654OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One60915AdjNonchrtblAssetsAndOnePct
Qualifying Distributions149491QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2654InvestmentIncomeExciseTax
Subtotal2654Subtotal
Tax Based On Investment Income2654TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment4464EstTaxPaymentsAndOverpayment
Total Credits And Payments4464TotalCreditsAndPayments
Overpayment1810Overpayment
Amount Credited To Next Year1810AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JIM HICKSBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8006922690BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1565 MERCURY LANEAddressLine1
CityBREACity
StateCAState
ZIP Code92821ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
JENNIFER E HICKS
565 MERCURY LANEBREACA92821BOARD MEMBER1.000
GARY MILHOUS
565 MERCURY LANEBREACA92821BOARD MEMBER1.000
WAYLAND R HICKS
565 MERCURY LANEBREACA92821BOARD MEMBER1.000
GARY H EDELSTONE
565 MERCURY LANEBREACA92821Secretary2.000
JIM HICKS
565 MERCURY LANEBREACA92821President10.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4679485AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances207144AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4886629TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets4886629AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable73299CashDeemedCharitable
Net Noncharitable Assets4813330NetNoncharitableAssets
Minimum Investment Return240667MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return240667MinimumInvestmentReturn
Tax Based On Investment Income2654TaxBasedOnInvestmentIncome
Total Tax2654TotalTax
Distributable Amount Before Adj238013DistributableAmountBeforeAdj
Distributable Amount Before Ded238013DistributableAmountBeforeDed
Distributable Amount As Adjusted238013DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions149491ExpensesAndContributions
Qualifying Distributions149491QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2654OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions146837AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted238013DistributableAmountAsAdjusted
Undistributed Income Prior Year141688UndistributedIncomePriorYear
Qualifying Distributions149491QualifyingDistributions
Applied To Year1141688AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year7803AppliedToCurrentYear
Undistributed Income CY230210UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE SALVATION ARMY
PO BOX 866014LOS ANGELESCA90086N/APUBLICCHARITY$5,000
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WASHINGTONDC20024N/APUBLICCHARITY$2,000
ST JOHN VINNEY CHURCH
1545 TURNBULL CANYON ROADHACIENDA HEIGHTSCA91745N/APUBLICCHARITY$5,000
IBERO AMERICAN MINISTRIES
PO BOX 1493MONROEWA98272N/APUBLICCHARITY$2,000
LAKE AVENUE COMMUNITY FOUNDATION
712 E VILLA STREETPASADENACA91101N/APUBLICCHARITY$5,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242N/APUBLICCHARITY$5,000
DEVIL PUPS YOUTH PROGRAM FOR AMERIC
3027 TOWNSGATE ROAD SUITE 210WESTLAKE VILLAGECA91361N/APUBLICCHARITY$10,000
CITY OF HOPE
1055 WILSHIRE BLVD 1200LOS ANGELESCA90017N/APUBLICCHARITY$5,000
ANGELES CREST CHRISTIAN CAMP
2501 E CHAPMAN AVE SUITE 190FULLERTONCA92831N/APUBLICCHARITY$5,000
AMERICANS FOR PROSPERITY
2111 WILSON BLVD STE 350ARLINGTONVA22201N/APUBLICCHARITY$10,000
PACIFIC LEGAL FOUNDATION
930 G STREETSACRAMENTOCA95814N/APUBLICCHARITY$25,000
PRESBYTERIAN INTERCOMMUNITY HOSPITA
12401 WASHINGTON BLVDWHITTIERCA90602N/APUBLICCHARITY$5,000
OUR NEIGHBORHOOD HOMEWORK HOUSE
PO BOX 993AZUSACA91702N/APUBLICCHARITY$2,500
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC20002N/APUBLICCHARITY$5,000
CA FOUNDATION FOR AGRICULTURE IN CL
2300 RIVER PLAZA DRIVESACRAMENTOCA95833N/APUBLICCHARITY$25,000
CAL POLY UNIVERSITY POMONA
3801 WEST TEMPLE AVENUEPOMONACA91768N/APUBLICCHARITY$16,800
BOYS TOWN
200 FLANAGAN BOULEVARDBOYS TOWNNE68010N/APUBLICCHARITY$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year143300TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$85,200ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$180,368ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$265,568ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA265568TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX RETURN PREPARATION FEECategory
Amount$6,062Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps6062DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
POSTAGE5252
FILING FEES6060
ADR FEE158158

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryUNITED STATES TREASURYCategory
Amount$17Amount
Disbursements Charitable Prps17DisbursementsCharitablePrps

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