HIGGS FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HIGGS FAMILY FOUNDATION INC (EIN 22-3306407)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-07-25
- IRS object ID
- 202202069349100355
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T09:11:04-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | 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 | 2021-06-01 | 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 | 2022-07-21 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E MILLER | PreparerPersonNm |
| PTIN | P00123849 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2022-07-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,217,719 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,679 | 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 |
| Legal Fees Rev And Expnss | $4,864 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,920 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,944 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,540 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $803 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,540,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,619,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,210,126 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $559 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,600,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,627,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,217,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,600,559 | 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 | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,600,559 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,627,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,600,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,627,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,600,559 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,627,442 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,627,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS INTL SM CO. | 2021-06-29 | 2021-07-22 | $84 | $84 | $0 | $0 | |
| DIMENSIONAL FUND ADVISORS US SM CAP | 2021-06-29 | 2021-10-22 | $703 | $670 | $33 | $33 | |
| VANGUARD SM CAP VALUE INDEX ADMIRAL | 2021-06-24 | 2021-10-22 | $701 | $723 | -$22 | -$22 | |
| DIMENSIONAL FUND ADVISORS INTL SM CO. | 2015-08-28 | 2021-07-22 | $6,266 | $4,878 | $1,388 | $1,388 | |
| DIMENSIONAL FUND ADVISORS INTL SM CAP. | 2017-11-15 | 2021-10-22 | $89,164 | $64,460 | $24,704 | $24,704 | |
| T. ROWE PRICE FUNDS LG CAP GROWTH | 2014-03-14 | 2021-11-19 | $15,925 | $6,825 | $9,100 | $9,100 | |
| VANGUARD REAL ESTATE FUND | 2013-10-18 | 2021-07-22 | $12,650 | $8,184 | $4,466 | $4,466 | |
| VANGUARD SM CAP VALUE INDEX ADMIRAL | 2012-04-13 | 2021-07-22 | $16,574 | $8,316 | $8,258 | $8,258 | |
| VANGUARD GROWTH INDEX ADM FUND | 2014-03-28 | 2021-11-19 | $11,250 | $3,711 | $7,539 | $7,539 | |
| VANGUARD VALUE INDEX ADMIRAL FUND | 2012-04-13 | 2021-07-22 | $8,350 | $6,112 | $2,238 | $2,238 | |
| VANGUARD ENERGY INDEX ADMIRAL | 2020-12-14 | 2022-02-08 | $33,500 | $19,227 | $14,273 | $14,273 | |
| VANGUARD ENERGY INDEX ADMIRAL | 2020-12-14 | 2022-05-19 | $29,750 | $14,283 | $15,467 | $15,467 | |
| CAPITAL GAINS DIVIDENDS | $33,052 | $33,052 | $33,052 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $955 | 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 | $2,309,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,334,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,334,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,299,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,155 | TotalTaxAmt |
| Distributable Before Adj | $112,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,459 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,941 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,469 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,466 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $439,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $454,214 | 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 | $4,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $449,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,941 | ExcessFromYear4Amt |
| Excess From Year3 | $106,446 | ExcessFromYear3Amt |
| Excess From Year2 | $23,469 | ExcessFromYear2Amt |
| Excess From Year1 | $232,466 | ExcessFromYear1Amt |
| Excess From Current Year | $14,655 | 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 (23 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 | $1,375 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501C(3) | UNRESTRICTED | $9,000 |
| UNITED AGAINST POVERTY | |||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| HOLY CROSS CHURCH | |||||||
| 500 IRIS LANE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| SAMARITAN CENTER | |||||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| SALVATION ARMY NW DIVISION | |||||||
| PO BOX 9219 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| THE GENERAL REDOUBT | |||||||
| PO BOX 1097 | LEXINGTON | VA | 24450 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $7,300 |
| PARENT ENCOURAGEMENT | |||||||
| 10100 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| LITERACY SERVICES OF IRC | |||||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| JOHNS ISLAND FOUNDATION | |||||||
| PO BOX 8323 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| PO BOX 8133 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $5,300 |
| INDIAN RIVER SYMPHONIC ASSOCIATION | |||||||
| PO 2801 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| INDIAN RIVER LAND TRUST | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| JOHN'S ISLAND EMPLOYEE RELIEF FUND | |||||||
| 3 JOHNS ISLAND DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| FLAGLER COLLEGE | |||||||
| 74 KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501(C)(3) | UNRESTRICED | $2,500 |
| ENVIRONMNENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| QUIAL VALLEY CHARITIES | |||||||
| 2345 HWY A1A | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| WASHINGTON & LEE UNIVERSITY (ENTREPRENEUR) | |||||||
| 204 W WASHINGTON | LEXINGTON | VA | 24501 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| GREGORIAN UNIVERSITY FOUNDATION | |||||||
| 3220 N STREET NW 201 | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,975 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,679 | 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 | $3,850 | Amt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,540 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER FUNDS AMCAP F3 | $50,547 | $70,992 |
| AMER FUNDS EUROPACIFIC GRWTH F3 | $44,682 | $55,868 |
| AMER FUNDS WA MUTUAL INVSTRS F3 | $138,157 | $190,017 |
| DFA INTERNATIONAL REAL ESTATE SECURI | $54,054 | $44,042 |
| DFA U.S. MICRO-CAP FUND INSTI | $46,379 | $56,340 |
| DFA INTL SMALL PTFL | $29,196 | $31,497 |
| DODGE & COX INCOME FUND | $40,490 | $38,280 |
| DODGE & COX INTERNATIONAL FD | $42,735 | $61,713 |
| PIMCO LOW DURATION FD | $94,057 | $90,331 |
| PIMCO FOREIGN BOND FUND | $57,286 | $53,271 |
| PIMCO TOTAL RETURN INSTITUTIONAL | $41,158 | $35,909 |
| T. ROWE PRICE INTERNATIONAL VALUE EQ | $29,539 | $33,094 |
| T. ROWE PRICE NEW ERA I | $40,710 | $55,381 |
| T. ROWE PRICE INSTITUTIONAL INTL BON | $50,599 | $42,673 |
| T. ROWE PRICE INSTITUTIONAL LARGE CA | $34,780 | $62,859 |
| VANGUARD ENERGY FUND ADMIRAL | $41,927 | $91,091 |
| VANGUARD REIT INDEX-ADMIRAL | $70,892 | $109,989 |
| VANGUARD GROWTH INDEX ADMIRAL | $26,930 | $67,659 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $77,763 | $75,610 |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | $46,634 | $61,052 |
| VANGUARD INTERNATIONAL GRWTH ADMIRAL | $47,643 | $56,330 |
| VANGUARD SM CAP VALUE INDEX | $72,236 | $172,323 |
| VANGUARD SM CAP GRWTH INDEX ADM | $28,863 | $50,000 |
| VANGUARD WORLD FUNDS MATERIALS INDEX | $29,180 | $48,184 |
| VANGUARD VALUE INDEX ADMIRAL | $98,650 | $240,637 |
| VANGUARD FTSE SMALL CAP ETF | $59,632 | $65,925 |
| DFA INTL SM VALUE INST | $37,973 | $34,510 |
| ISHARES TRUST MSCI USA VALUE FACTOR ETF | $96,594 | $126,701 |
| AMERICAN CENTURY AVANTIS US SM CAP VALUE | $90,563 | $87,848 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,864 | LegalFeesAmt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,944 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,577 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,577 | 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 | $727 | $0 | $0 |
| FOREIGN TAX WITHHELD | $803 | $803 | $0 |