Samuel J Hicks Unitrust UA
Samuel J Hicks Unitrust UA is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $59K. Net investment income was $112K.
Samuel J Hicks Unitrust UA at a glance
In short: Samuel J Hicks Unitrust UA gave $59K across 3 grants in 2025 (avg $20K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $58,514
- -22.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $19,505
- -22.6% vs 2024
- Median grant
- $11,703
- Total assets
- $1,130,686
- +4.5% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Samuel J Hicks Unitrust UA funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was St Christopher Episcopal Church ($35K). Together the top 3 received $59K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Samuel J Hicks Unitrust UA gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $57K (2020) to $76K (2024). In 2025 it made 3 grants totaling $59K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Christopher Episcopal Church Pensacola, FL | Support for Daily | $35,108 |
| St Michael's and All Angels Sanibel Island, FL | Support for Daily | $11,703 |
| Protestant Episcopal Church Pensacola, FL | Support for Daily | $11,703 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,130,686 | $136,428 | $87,354 | $58,514 | 3 | $61,710 | $112,455 | $80,772 |
| 2024 | $1,081,503 | $98,815 | $101,475 | $75,610 | 3 | $78,130 | $75,545 | $76,359 |
| 2023 | $1,084,313 | $53,305 | $97,992 | $74,044 | 3 | $76,323 | $30,859 | $68,854 |
| 2022 | $1,128,908 | $77,051 | $99,326 | $75,301 | 3 | $77,513 | $56,465 | $68,706 |
| 2021 | $1,151,479 | $66,937 | $88,502 | $68,125 | 3 | $70,347 | $48,782 | $76,927 |
| 2020 | $1,173,044 | $24,750 | $76,986 | $56,530 | 3 | — | $9,525 | $65,198 |
Under IRS private-foundation payout rules, Samuel J Hicks Unitrust UA reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel J Hicks Unitrust UA's only listed officer is Fifth Third Bank NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank NA
Trustee
New on the 2025 filing
1 hr/week
$26K (2025)
Former officers (1)
- Former: Comerica Bank NA (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $26K, to Fifth Third Bank NA (Trustee).
Frequently asked questions about Samuel J Hicks Unitrust UA
How much does Samuel J Hicks Unitrust UA give each year?
Samuel J Hicks Unitrust UA gave $59K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 3 grants.
What is Samuel J Hicks Unitrust UA's typical grant size?
Samuel J Hicks Unitrust UA's median grant in 2025 was $11,703, and its average grant was $19,505, across 3 grants on its 2025 IRS Form 990-PF.
Where does Samuel J Hicks Unitrust UA give grants?
Samuel J Hicks Unitrust UA gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pensacola, FL (2 grants).
Does Samuel J Hicks Unitrust UA give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Samuel J Hicks Unitrust UA's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for Daily" (3 grants).
How large is Samuel J Hicks Unitrust UA?
Samuel J Hicks Unitrust UA reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Samuel J Hicks Unitrust UA's EIN?
Samuel J Hicks Unitrust UA's EIN (Employer Identification Number) is 59-7039374. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
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