HIGGS FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HIGGS FAMILY FOUNDATION INC (EIN 22-3306407)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-09-25
- IRS object ID
- 202432699349100323
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-25T13:40:59-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461585527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFUTT BARTON SCHLITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 BEACHLAND BLVD | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223306407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGGS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGG | BusinessNameControlTxt |
| Phone | 7722348492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SHORES DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329633904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE HIGGS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7722348492 | PhoneNum |
| Signature | 2024-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E MILLER | PreparerPersonNm |
| PTIN | P00123849 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,242,198 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,079 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $173,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,544 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,696 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,924 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,557 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,608,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,651,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,201,641 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $559 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,635,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,692,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,242,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,635,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,692,339 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,635,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,692,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,635,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,692,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,635,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,692,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,692,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DFA US MICRO-CAP PORTFOLIO INSTL CLASS | 2023-09-28 | 2023-12-06 | $143 | $137 | $6 | $6 | |
| FEDERATED HERMES INSTL TAX-FREE CASH TR FUND | 2023-10-04 | 2023-12-21 | $8,490 | $8,504 | -$14 | -$14 | |
| VANGUARD ENERGY INDEX FUND ADMIRAL | 2023-09-28 | 2023-11-22 | $590 | $590 | $0 | $0 | |
| DFA US MICRO-CAP PORTFOLIO INSTL CLASS | 2022-12-14 | 2023-12-06 | $2,602 | $2,487 | $115 | $115 | |
| VANGUARD VALUE INDEX FUND ADMIRAL | 2023-09-20 | 2023-11-22 | $989 | $990 | -$1 | -$1 | |
| VANGUARD SMALL-CAP V FUND | 2024-03-22 | 2024-04-03 | $884 | $887 | -$3 | -$3 | |
| T-ROWE PRICE LARGE FUND CLASS I | 2023-12-15 | 2024-05-23 | $1,854 | $1,587 | $267 | $267 | |
| AMERICAN CENTURY INVESTMENTS AVANTIS US SM CP VALUE ETF | 2021-10-25 | 2023-06-21 | $10,768 | $11,388 | -$620 | -$620 | |
| DIMENSIONAL FUND ADVISORS US MICRO CAP INST | 2013-10-18 | 2023-06-21 | $6,593 | $7,044 | -$451 | -$451 | |
| VANGUARD SM CAP VALUE INDEX ADMIRAL | 2012-04-13 | 2023-06-21 | $20,316 | $11,119 | $9,197 | $9,197 | |
| VANGUARD VALUE INDEX ADMIRAL | 2012-04-13 | 2023-08-08 | $9,944 | $3,812 | $6,132 | $6,132 | |
| AMERICAN AM CAP FUND CLASS F3 | 2020-12-16 | 2023-11-22 | $5,027 | $5,757 | -$730 | -$730 | |
| DFA US MICRO-CAP PORTFOLIO INSTL CLASS | 2014-03-28 | 2023-12-06 | $49,929 | $39,796 | $10,133 | $10,133 | |
| T.ROWE PRICE LARGE-CAP GROWTH FUND CLASS | 2014-03-11 | 2023-11-22 | $2,565 | $2,636 | -$71 | -$71 | |
| VANGUARD ENERGY INDEX FUND ADMIRAL | 2020-12-14 | 2023-11-22 | $5,007 | $3,837 | $1,170 | $1,170 | |
| VANGUARD GROWTH INDEX ADMIRAL | 2014-03-11 | 2023-11-22 | $7,034 | $2,807 | $4,227 | $4,227 | |
| VANGUARD VALUE INDEX FUND ADMIRAL | 2012-04-13 | 2023-11-22 | $6,942 | $3,288 | $3,654 | $3,654 | |
| VANGUARD VALUE INDEX ADMIRAL | 2022-12-21 | 2024-02-14 | $25,850 | $10,185 | $15,665 | $15,665 | |
| VANGUARD SMALL-CAP V FUND | 2022-12-21 | 2024-04-03 | $11,391 | $6,111 | $5,280 | $5,280 | |
| AMERICAN CENTY ETF US SMALL CAP | 2021-10-25 | 2024-04-03 | $11,266 | $9,876 | $1,390 | $1,390 | |
| T-ROWE PRICE LARGE FUND CLASS I | 2022-12-15 | 2024-05-23 | $89,700 | $34,246 | $55,454 | $55,454 | |
| CAPITAL GAINS DIVIDENDS | $13,279 | $13,279 | $13,279 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,079 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $529 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE HIGGS | IndividualWithBooksNm |
| Phone | 7722348492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SHORES DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE HIGGS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SHORES DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,097,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,131,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,131,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,099,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,249 | TotalTaxAmt |
| Distributable Before Adj | $102,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,446 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $232,466 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $389,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $621 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $389,887 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $106,446 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $283,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,469 | ExcessFromYear4Amt |
| Excess From Year3 | $232,466 | ExcessFromYear3Amt |
| Excess From Year2 | $14,655 | ExcessFromYear2Amt |
| Excess From Year1 | $12,230 | ExcessFromYear1Amt |
| Excess From Current Year | $621 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE HIGGS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SHORES DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7722348492 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF SOLICITATION STATING CHARITABLE PURPOSE OF ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE ONLY TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF IRC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CLEVLAND CLINIC FOUNDATION | |||||||
| PO COX 128 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| DIOCESE OF PALM BEACH | |||||||
| 3650 41ST | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| ENVIRONMNENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| FLOAT HOPE | |||||||
| 6001 HIGHWAY A1A | INDIAN RIVER SHORES | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| INDIAN RIVER HABITAT OF HUMANITY | |||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | UNRESTRICTED | $45,750 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| PO BOX 8133 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $5,300 |
| JOHNS ISLAND FOUNDATION | |||||||
| PO BOX 8323 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| LITERACY SERVICES OF IRC | |||||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| QUIAL VALLEY CHARITIES | |||||||
| 2345 HWY A1A | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| THE LEARNING ALLIANCE | |||||||
| PO BOX 2647 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| UNITED AGAINST POVERTY | |||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $10,200 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501C(3) | UNRESTRICTED | $8,000 |
| VNA AND HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES AND TREASURE COAST | |||||||
| 700 S ROSEMARY AVE ST 204 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | UNRESTRICTED | $917 |
| STARTFORD HALL | |||||||
| 483 GREAT HOUSE RD | STRATFORD | VA | 22558 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,667 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $173,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,453 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFUTT BARTON SCHLITT LLC | CategoryTxt |
| Amt | $4,240 | Amt |
| Net Investment Income | $2,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,696 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER FUNDS AMCAP F3 | $52,410 | $88,972 |
| AMER FUNDS EUROPACIFIC GRWTH F3 | $40,521 | $58,182 |
| AMER FUNDS WA MUTUAL INVSTRS F3 | $85,721 | $131,747 |
| AMERICAN CENTURY AVANTIS US SM CAP VALUE | $71,977 | $82,934 |
| AMERICAN CENTURY INVESTS INTL SMALL CAP | $33,119 | $38,092 |
| DFA INTERNATIONAL REAL ESTATE SECURI | $56,009 | $39,521 |
| DODGE & COX INCOME FUND | $88,524 | $84,076 |
| DODGE & COX INTERNATIONAL FD | $38,051 | $63,126 |
| ISHARES TRUST MSCI USA VALUE FACTOR ETF | $87,891 | $117,314 |
| PIMCO FOREIGN BOND FUND | $66,748 | $61,891 |
| PIMCO LOW DURATION FD | $58,566 | $54,634 |
| PIMCO TOTAL RETURN INSTITUTIONAL | $87,419 | $76,819 |
| T. ROWE PRICE INSTITUTIONAL INTL BOND | $70,131 | $58,797 |
| T. ROWE PRICE INTERNATIONAL VALUE EQ | $22,680 | $30,390 |
| T. ROWE PRICE NEW ERA I | $35,024 | $44,475 |
| VANGUARD ENERGY FUND ADMIRAL | $40,541 | $92,925 |
| VANGUARD GROWTH INDEX ADMIRAL | $25,017 | $90,273 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $85,738 | $73,384 |
| VANGUARD INTERNATIONAL GRWTH ADMIRAL | $45,626 | $58,419 |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | $50,038 | $71,574 |
| VANGUARD REIT INDEX-ADMIRAL | $76,560 | $100,407 |
| VANGUARD SM CAP GRWTH INDEX ADM | $11,872 | $24,095 |
| VANGUARD SM CAP VALUE INDEX | $61,339 | $165,650 |
| VANGUARD VALUE INDEX ADMIRAL | $52,535 | $144,834 |
| VANGUARD WORLD FUNDS MATERIALS INDEX | $27,258 | $48,277 |
| AMER FUNDS SMALL CAP WORLD F3 | $64,736 | $71,515 |
| AMERICAN CENTY EFT AVANTIS US CAP EQUITY EFT | $51,250 | $56,308 |
| T.ROWE PRICE EXCHANGE-TRADE FDS INC GROWTH EFT | $89,847 | $89,304 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA | $63,032 | $72,110 |
| FEDERATED HERMES INST TAX-FREE CASH TR FUND | $11,602 | $11,596 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $164 | $164 | $0 |
| FEDERAL EXCISE TAX | $1,296 | $0 | $0 |