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THE JIM HICKS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE JIM HICKS FAMILY FOUNDATION (EIN 27-1357705)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-09-10
IRS object ID
202602539349100030
Schema version
2024v5.2
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)
Return2026-09-10T16:34:50-07:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953623488PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Genske Mulder & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14150 Concours Ste 250AddressLine1Txt
CityOntarioCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91764ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271357705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JIM HICKS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJIMHBusinessNameControlTxt
Phone7146712153PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1395 E LAUREL AVEAddressLine1Txt
CitySIERRA MADRECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER E HICKSPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2026-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADFORD P CARR CPAPreparerPersonNm
PTINP00053250PTIN
Phone9094832100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,149,657FMVAssetsEOYAmt
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$247,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,820DividendsNetInvstIncmAmt
Dividends Adj Net Incm$247,820DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,075NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,171,428GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,075CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,895TotalRevAndExpnssAmt
Total Net Invst Incm$255,895TotalNetInvstIncmAmt
Total Adj Net Incm$247,820TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$51,393TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$51,393TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$400OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$400OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,743TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54,743TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$769,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$769,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$824,243TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$824,243TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$568,348ExcessRevenueOverExpensesAmt
Net Investment Income$255,895NetInvestmentIncomeAmt
Adjusted Net Income$247,820AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$328,977SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$499,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$499,631SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,168,960USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,416,914USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,416,914USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,071,617CorporateStockBOYAmt
Corporate Stock EOY$8,084,661CorporateStockEOYAmt
Corporate Stock EOYFMV$6,233,112CorporateStockEOYFMVAmt
Total Assets BOY$10,569,554TotalAssetsBOYAmt
Total Assets EOY$10,001,206TotalAssetsEOYAmt
Total Assets EOYFMV$8,149,657TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,569,554RetainedEarningBOYAmt
Retained Earning EOY$10,001,206RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,569,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,001,206TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,569,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,001,206TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,569,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$568,348ExcessRevenueOverExpensesAmt
Subtotal$10,001,206SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,001,206TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MSILF GOVERNMENT PTF INSTP2024-09-302025-10-31$521,428$521,428
US TSY NOTE - LTP2023-06-302025-04-15$1,150,000$1,141,925$8,075$8,075
US TSY NOTE - STP2024-08-202025-07-31$500,000$500,000
FieldValueIRS element (for citing)
Capital Gain Net Income$8,075CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,557InvestmentIncomeExciseTaxAmt
Subtotal$3,557SubtotalAmt
Tax Based On Investment Income$3,557TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$28,440TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Overpayment$24,878OverpaymentAmt
Applied To ES Tax$24,878AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER HICKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492618600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1395 E LAUREL AVEAddressLine1Txt
CitySIERRA MADRECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Grady Hicks
565 MERCURY LANEBREACA92821CFO, Director1.00$0
JENNIFER E HICKS
565 MERCURY LANEBREACA92821CEO, DIR., SEC.2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,178,976AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,254,720TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$9,254,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$138,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,115,899NetVlNoncharitableAssetsAmt
Minimum Investment Return$455,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$455,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,557TaxBasedOnInvestmentIncomeAmt
Total Tax$3,557TotalTaxAmt
Distributable Before Adj$452,238DistributableBeforeAdjAmt
Distributable Before Ded$452,238DistributableBeforeDedAmt
Distributable As Adjusted$452,238DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$824,243ExpensesAndContributionsAmt
Qualifying Distributions$824,243QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$452,238DistributableAsAdjustedAmt
Undistributed Income PY$486,191UndistributedIncomePYAmt
Qualifying Distributions$824,243QualifyingDistributionsAmt
Applied To Year1$486,191AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$338,052AppliedToCurrentYearAmt
Undistributed Income CY$114,186UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGELES CREST CHRISTIAN CAMP
PO BOX 9PERRISCA92572N/APCCHARITY$60,000
SOLIDARITY
PO BOX 220PLACENTIACA92871N/APCCHARITY$45,000
CENTER THEATRE GROUP
601 W TEMPLE STLOS ANGELESCA90012N/APCCHARITY$15,000
NEIGHBORHOOD HOMEWORK HOUSE
PO BOX 993AZUSACA91702N/APCCHARITY$35,000
EISENHOWER FOUNDATION
PO BOX 295ABILENEKS67410N/APCCHARITY$22,500
PACIFIC BATTLESHIP CENTER
250 S HARBOR DRIVESAN PEDROCA90731N/APCCHARITY$20,000
THOMAS HOUSE FAMILY SHELTER
PO BOX 2737GARDEN GROVECA92842N/APCCHARITY$20,000
ANGELS OF AMERICA'S FALLEN
10010 DEVONWOOD CTCOLORADO SPRINGSCO80920N/APCCHARITY$17,500
STARS FOUNDATION
712 E VILLA STPASADENACA91101N/APCCHARITY$25,000
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013N/APCCHARITY$30,000
AG IN THE CLASSROOM
2600 RIVER PLAZA DRIVE SUITE 220SACRAMENTOCA95833N/APCCHARITY$35,000
FULLER YOUTH INSTITUTE
135 NORTH OAKLAND AVENUEPASADENACA91182N/APCCHARITY$50,000
URBAN YOUTH WORKERS INSTITUTE
2321 E 4TH ST SUITE C607SANTA ANACA92705N/APCCHARITY$35,000
TEDY'S TEAM
72a Taunton StreetPLAINVILLEMA02762N/APCCHARITY$10,000
IMMIGRATION RESOURCE CENTER
303 W COLORADO BLVDMONROVIACA91016N/APCCHARITY$25,000
ORANGE COUNTY RESCUE MISSION
1 HOPE DRIVETUSTINCA92782N/APCCHARITY$40,000
FOOD FORWARD
7412 FULTON AVE 3NORTH HOLLYWOODCA91605N/APCCHARITY$30,000
HERITAGE HOUSING PARTNERS
608 NORTH FAIR OAKS AVENUE NO 126PASADENACA91103N/APCCHARITY$45,000
BIG BROTHERS BIG SISTERS
1801 E EDINGER AVENUE SUITE 101SANTA ANACA92705N/APCCHARITY$25,000
The Welcome to America Project
1711 W UNIVERSITY DRIVE 158TEMPEAZ85281N/APCCHARITY$17,500
Maywood Center for Enriched Studies
5800 King AvenueMaywoodCA90270N/APCCHARITY$5,000
Pomona Hope
401 N GIBBS STPOMONACA91767N/APCCHARITY$20,000
CLARIS HEALTH
11500 W OLYMPIC BLVD 570LOS ANGELESCA90064N/APCCHARITY$20,000
Door of Hope
221 E WALNUT ST SUITE 112PASADENACA91101N/APCCHARITY$70,000
COLLEGE ACCESS PLAN
871 E WASHINGTON BLVDPASADENACA91104N/APCCHARITY$20,000
UNDUE MEDICAL DEBT
28-07 JACKSON AVELONG ISLAND CITYNY11101N/APCCHARITY$20,000
LA HABRA HIGH SCHOOL
801 W HIGHLANDER AVELA HABRACA90631N/APCCHARITY$7,000
ENDURANT MOVEMENT
1016 HURSTDALE AVECARDIFFCA92007N/APCCHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$769,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,820ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,075ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$255,895ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$255,895TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,950DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSERVICE FEEDesc
Revenue And Expenses Per Books$400RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$51,393Amt
Disbursements Charitable Prps$51,393DisbursementsCharitablePrpsAmt

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