HIGGS FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HIGGS FAMILY FOUNDATION INC (EIN 22-3306407)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-07-27
- IRS object ID
- 202302089349100725
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-27T15:54:27-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | 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 | 2022-06-01 | 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 | 2023-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | HIGGS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E MILLER | PreparerPersonNm |
| PTIN | P00123849 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2023-07-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,006,436 | 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 | $452 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $452 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,937 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,703 | 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 | $3,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,035 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,619,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,608,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,980,106 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $559 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,627,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,635,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,006,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,627,442 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,627,442 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,627,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,635,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,627,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,635,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,627,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,635,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,635,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES TRUST MSCI USA VALUE | 2022-03-30 | 2022-07-12 | $3,177 | $3,538 | -$361 | -$361 | |
| PIMCO INVESTMENT LOW DURATION | 2022-02-08 | 2022-09-13 | $19,486 | $20,388 | -$902 | -$902 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2022-09-28 | 2022-11-16 | $343 | $354 | -$11 | -$11 | |
| VANGUARD VALUE INDEX | 2022-12-21 | 2022-07-11 | $3,790 | $3,951 | -$161 | -$161 | |
| VANGUARD VALUE INDEX | 2022-06-22 | 2022-08-10 | $1,495 | $1,551 | -$56 | -$56 | |
| AMERICAN FUNDS WA MUTUAL INVESTORS F3 | 2021-12-17 | 2022-07-11 | $5,378 | $5,378 | $0 | $0 | |
| AMERICAN FUNDS WA MUTUAL INVESTORS F3 | 2022-06-15 | 2022-07-12 | $5,331 | $6,115 | -$784 | -$784 | |
| ISHARES TRUST MSCI USA VALUE | 2020-06-10 | 2022-07-12 | $12,864 | $11,273 | $1,591 | $1,591 | |
| PIMCO INVESTMENT LOW DURATION | 2015-05-15 | 2022-09-13 | $17,514 | $18,722 | -$1,208 | -$1,208 | |
| T. ROWE PRICE FUNDS NEW ERA | 2016-04-15 | 2022-11-16 | $15,100 | $11,676 | $3,424 | $3,424 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2016-04-15 | 2022-11-16 | $4,231 | $3,175 | $1,056 | $1,056 | |
| VANGUARD ENERGY INDEX ADMIRAL | 2020-12-14 | 2022-11-16 | $6,175 | $3,155 | $3,020 | $3,020 | |
| VANGUARD VALUE INDEX | 2012-04-13 | 2022-07-11 | $16,210 | $9,886 | $6,324 | $6,324 | |
| VANGUARD VALUE INDEX | 2012-04-13 | 2022-08-10 | $52,255 | $20,820 | $31,435 | $31,435 | |
| AMERICAN FUNDS WA MUTUAL INVESTORS F3 | 2015-01-28 | 2022-07-11 | $56,772 | $49,034 | $7,738 | $7,738 | |
| AMERICAN FUNDS WA MUTUAL INVESTORS F3 | 2015-01-28 | 2022-07-12 | $10,669 | $8,621 | $2,048 | $2,048 | |
| VANGUARD SM CAP GROWTH INDEX | 2014-03-28 | 2023-01-31 | $30,175 | $17,236 | $12,939 | $12,939 | |
| DIMENSIONAL FUND ADVISORS INTL SM CO. | 2015-08-28 | 2023-01-31 | $31,293 | $29,549 | $1,744 | $1,744 | |
| SCHWAB FUNDS | 2022-09-13 | 2023-01-31 | $8,000 | $8,000 | $0 | $0 | |
| DIMENSIONAL FUND ADVISORS INTL SM CAP | 2017-11-15 | 2023-01-31 | $35,116 | $38,417 | -$3,301 | -$3,301 | |
| DODGE & COX FUNDS INTL STOCK | 2012-04-13 | 2023-04-26 | $8,500 | $7,270 | $1,230 | $1,230 | |
| AMERICAN FUNDS EURO PACIFIC GROWTH | 2012-04-13 | 2023-04-26 | $6,750 | $7,251 | -$501 | -$501 | |
| T. ROWE PRICE FUNDS INTL VALUE | 2016-04-15 | 2023-04-26 | $9,575 | $8,678 | $897 | $897 | |
| VANGUARD INTL GROWTH | 2015-03-27 | 2023-04-26 | $6,500 | $6,509 | -$9 | -$9 | |
| CAPITAL GAINS DIVIDENDS | $19,785 | $19,785 | $19,785 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | 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 | $2,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $449 | OverpaymentAmt |
| Applied To ES Tax | $449 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $2,038,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,065,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,065,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,034,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,711 | TotalTaxAmt |
| Distributable Before Adj | $99,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $232,466 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $449,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $462,207 | 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 | $72,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $389,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,446 | ExcessFromYear4Amt |
| Excess From Year3 | $23,469 | ExcessFromYear3Amt |
| Excess From Year2 | $232,466 | ExcessFromYear2Amt |
| Excess From Year1 | $14,655 | ExcessFromYear1Amt |
| Excess From Current Year | $12,230 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVLAND CLINIC FOUNDATION | |||||||
| PO COX 128 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| ENVIRONMNENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| FLAGLER COLLEGE | |||||||
| 74 KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | UNRESTRICTED | $23,175 |
| INDIAN RIVER SYMPHONIC ASSOCIATION | |||||||
| PO 2801 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| 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 | $2,000 |
| PARENT ENCOURAGEMENT | |||||||
| 10100 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| QUIAL VALLEY CHARITIES | |||||||
| 2345 HWY A1A | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $6,200 |
| SALVATION ARMY NW DIVISION | |||||||
| PO BOX 9219 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| UNITED AGAINST POVERTY | |||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501C(3) | UNRESTRICTED | $9,000 |
| BOYS AND GIRLS CLUB OF IRC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| THE LEARNING ALLIANCE | |||||||
| PO BOX 2647 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| INDIAN RIVER HABITAT OF HUMANITY | |||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| WELLESLEY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CATHOLIC CHARITIES' SAMARITAN CENTER | |||||||
| 3650 41ST | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| DIOCESE OF PALM BEACH | |||||||
| 3650 41ST | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| VERO BEACH PIPES AND DRUMS | |||||||
| 520 ROYAL PALM BLVD | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| FLOAT HOPE | |||||||
| 6001 HIGHWAY A1A | INDIAN RIVER SHORES | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||
| 786 DELAWARE AVE | BUFFALO | NY | 14209 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| VNA AND HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,675 | 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 | $452 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,703 | 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 | $3,890 | Amt |
| Net Investment Income | $2,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER FUNDS AMCAP F3 | $55,141 | $74,801 |
| AMER FUNDS EUROPACIFIC GRWTH F3 | $38,474 | $49,840 |
| AMER FUNDS WA MUTUAL INVSTRS F3 | $78,210 | $105,862 |
| AMERICAN CENTURY AVANTIS US SM CAP VALUE | $92,127 | $80,182 |
| AMERICAN CENTURY INVESTS INTL SMALL CAP | $32,011 | $30,222 |
| DFA INTERNATIONAL REAL ESTATE SECURI | $54,054 | $37,498 |
| DFA U.S. MICRO-CAP FUND INSTI | $49,176 | $54,222 |
| DODGE & COX INCOME FUND | $85,174 | $81,029 |
| DODGE & COX INTERNATIONAL FD | $36,736 | $52,135 |
| ISHARES TRUST MSCI USA VALUE FACTOR ETF | $85,088 | $96,895 |
| PIMCO FOREIGN BOND FUND | $64,971 | $58,248 |
| PIMCO LOW DURATION FD | $56,679 | $52,394 |
| PIMCO TOTAL RETURN INSTITUTIONAL | $84,742 | $75,010 |
| T. ROWE PRICE INSTITUTIONAL INTL BOND | $69,874 | $58,212 |
| T. ROWE PRICE INSTITUTIONAL LARGE CA | $36,882 | $69,258 |
| T. ROWE PRICE INTERNATIONAL VALUE EQ | $21,873 | $24,411 |
| T. ROWE PRICE NEW ERA I | $30,810 | $36,583 |
| VANGUARD ENERGY FUND ADMIRAL | $42,187 | $77,906 |
| VANGUARD FTSE SMALL CAP ETF | $60,984 | $62,471 |
| VANGUARD GROWTH INDEX ADMIRAL | $27,376 | $74,045 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $82,791 | $72,329 |
| VANGUARD INTERNATIONAL GRWTH ADMIRAL | $44,614 | $51,001 |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | $48,199 | $62,206 |
| VANGUARD REIT INDEX-ADMIRAL | $73,544 | $92,583 |
| VANGUARD SM CAP GRWTH INDEX ADM | $11,774 | $20,468 |
| VANGUARD SM CAP VALUE INDEX | $75,855 | $159,499 |
| VANGUARD VALUE INDEX ADMIRAL | $66,964 | $157,584 |
| VANGUARD WORLD FUNDS MATERIALS INDEX | $26,487 | $38,700 |
| AMER FUNDS SMALL CAP WORLD F3 | $64,050 | $62,512 |
| SCHWAB FUNDS TREASURY | $12,000 | $12,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $9,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,115 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1,035 | $1,035 | $0 |