HIGGS FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HIGGS FAMILY FOUNDATION INC (EIN 22-3306407)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-07-15
- IRS object ID
- 202131969349100223
- Schema version
- 2020v4.1
- 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 | 2021-07-15T12:28:44-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | 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 | 2021-07-15 | 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 | 2021-07-15 | 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 | 2020 | 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 | $2,411,516 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,698 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,265 | 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 | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,540 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $564 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,040 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,844,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,540,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,351,476 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $559 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,857,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,600,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,411,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,857,488 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,600,559 | 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 | $1,857,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,600,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,857,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,600,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,857,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,600,559 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,600,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 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 INST | 2020-01-01 | 2020-09-08 | $1,216 | $1,441 | -$225 | -$225 | |
| DFA INTL SM CO INST | 2019-09-27 | 2020-09-08 | $165 | $167 | -$2 | -$2 | |
| DFA US SM CAP VALUE INST | 2019-12-17 | 2020-12-14 | $1,653 | $1,666 | -$13 | -$13 | |
| AMERICAN FUNDS EUROPACIFIC GROWTH F3 | 2019-12-19 | 2020-06-08 | $1,897 | $1,960 | -$63 | -$63 | |
| PIMCO INVESTMENTS LOW DURATION INST | 2020-02-28 | 2020-06-08 | $170 | $170 | $0 | $0 | |
| PIMCO INVESTMENTS LOW DURATION INST | 2020-06-30 | 2020-07-06 | $21 | $21 | $0 | $0 | |
| PIMCO INVESTMENTS TOTAL RET INST | 2020-05-29 | 2020-06-08 | $106 | $106 | $0 | $0 | |
| PIMCO INVESTMENTS INTL BOND (US DOLLAR-HEDGED) I | 2020-01-01 | 2020-07-06 | $944 | $969 | -$25 | -$25 | |
| T. ROWE PRICE FUNDS INTL BOND | 2020-01-01 | 2020-06-08 | $553 | $554 | -$1 | -$1 | |
| VANGUARD ENERGY ADMIRAL | 2020-01-01 | 2020-12-14 | $1,957 | $2,742 | -$785 | -$785 | |
| VAGUARD REAL ESTATE INDEX ADMIRAL | 2020-01-01 | 2020-06-08 | $1,960 | $1,986 | -$26 | -$26 | |
| VANGUARD INTL VALUE INVESTOR | 2019-12-18 | 2020-09-08 | $1,699 | $1,896 | -$197 | -$197 | |
| VANGUARD FTSE ALL-WORLD EX USA SMALL | 2020-01-01 | 2020-06-08 | $1,580 | $1,719 | -$139 | -$139 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2020-01-01 | 2020-06-10 | $702 | $705 | -$3 | -$3 | |
| VANGUARD VALUE INDEX ADMIRAL | 2020-01-01 | 2020-06-08 | $2,504 | $2,528 | -$24 | -$24 | |
| AMERICAN FUNDS AMCAP F3 | 2019-01-01 | 2020-06-08 | $32,700 | $24,402 | $8,298 | $8,298 | |
| AMERICAN FUNDS AMCAP F3 | 2019-01-01 | 2020-07-06 | $10,000 | $6,590 | $3,410 | $3,410 | |
| DFA US MICRO CAP INST | 2019-01-01 | 2020-09-08 | $3,283 | $3,974 | -$691 | -$691 | |
| DFA US MICRO CAP INST | 2014-03-28 | 2020-12-14 | $12,550 | $11,202 | $1,348 | $1,348 | |
| DFA INTL SM CO INST | 2019-01-01 | 2020-09-08 | $4,935 | $5,284 | -$349 | -$349 | |
| DFA US SM CAP VALUE INST | 2019-01-01 | 2020-12-14 | $3,847 | $4,314 | -$467 | -$467 | |
| DFA US LG CAP VALUE INST | 2019-01-01 | 2020-06-10 | $115,470 | $113,812 | $1,658 | $1,658 | |
| DODGE & COX FUNDS INTL STOCK INVESTOR | 2019-01-01 | 2020-12-14 | $12,300 | $9,367 | $2,933 | $2,933 | |
| DODGE & COX FUNDS INCOME INVESTOR | 2019-01-01 | 2020-07-06 | $6,100 | $5,701 | $399 | $399 | |
| AMERICAN FUNDS EUROPACIFIC GROWTH F3 | 2019-01-01 | 2020-06-08 | $18,453 | $13,553 | $4,900 | $4,900 | |
| AMERICAN FUNDS EUROPACIFIC GROWTH F3 | 2014-03-11 | 2020-09-08 | $5,800 | $3,906 | $1,894 | $1,894 | |
| T. ROWE PRICE FUNDS LG CAP GROWTH INST | 2019-01-01 | 2020-06-08 | $9,400 | $6,918 | $2,482 | $2,482 | |
| T. ROWE PRICE FUNDS LG CAP GROWTH INST | 2014-03-11 | 2020-07-06 | $8,550 | $4,801 | $3,749 | $3,749 | |
| PIMCO INVESTMENTS LOW DURATION INST | 2015-05-15 | 2020-06-08 | $12,855 | $12,871 | -$16 | -$16 | |
| PIMCO INVESTMENTS LOW DURATION INST | 2019-01-01 | 2020-07-06 | $6,504 | $6,497 | $7 | $7 | |
| PIMCO INVESTMENTS TOTAL RET INST | 2014-03-11 | 2020-06-08 | $12,694 | $12,621 | $73 | $73 | |
| PIMCO INVESTMENTS INTL BOND (US DOLLAR-HEDGED) I | 2019-01-01 | 2020-07-06 | $6,656 | $6,667 | -$11 | -$11 | |
| T. ROWE PRICE FUNDS INTL BOND I | 2018-04-06 | 2020-06-08 | $16,572 | $17,226 | -$654 | -$654 | |
| VANGUARD ENERGY ADMIRAL | 2019-01-01 | 2020-12-14 | $54,387 | $82,860 | -$28,473 | -$28,473 | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | 2019-01-01 | 2020-06-08 | $5,040 | $4,484 | $556 | $556 | |
| VANGUARD INTL GROWTH ADMIRAL | 2019-01-01 | 2020-07-06 | $9,800 | $6,047 | $3,753 | $3,753 | |
| VANGUARD INTL GROWTH ADMIRAL | 2015-03-27 | 2020-12-14 | $7,625 | $3,509 | $4,116 | $4,116 | |
| VANGUARD SM CAP VALUE INDEX ADMIRAL | 2019-01-01 | 2020-12-14 | $24,325 | $17,715 | $6,610 | $6,610 | |
| VANGUARD SM CAP GROWTH INDEX ADMIRAL | 2019-01-01 | 2020-06-08 | $11,725 | $7,012 | $4,713 | $4,713 | |
| VANGUARD INTL VALUE INVESTOR | 2019-01-01 | 2020-09-08 | $6,926 | $6,384 | $542 | $542 | |
| VANGUARD INFLATION PROTECTED SEC ADMRL | 2012-04-13 | 2020-06-08 | $16,825 | $17,423 | -$598 | -$598 | |
| VANGUARD INFLATION PROTECTED SEC ADMRL | 2012-04-13 | 2020-07-06 | $8,500 | $8,619 | -$119 | -$119 | |
| VANGUARD FTSE ALL-WORLD EX USA SMALL | 2019-01-01 | 2020-06-08 | $2,923 | $3,358 | -$435 | -$435 | |
| VANGUARD FTSE ALL-WORLD EX USA SMALL | 2017-11-15 | 2020-09-08 | $6,109 | $6,642 | -$533 | -$533 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2019-01-01 | 2020-06-10 | $3,398 | $3,585 | -$187 | -$187 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2018-09-27 | 2020-09-08 | $4,800 | $4,716 | $84 | $84 | |
| VANGUARD GROWTH INDEX ADMIRAL | 2019-01-01 | 2020-06-08 | $23,425 | $11,434 | $11,991 | $11,991 | |
| VANGUARD GROWTH INDEX ADMIRAL | 2014-03-11 | 2020-09-08 | $12,650 | $5,453 | $7,197 | $7,197 | |
| VANGUARD VALUE INDEX ADMIRAL | 2019-01-01 | 2020-06-08 | $6,846 | $6,566 | $280 | $280 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2019-01-01 | 2021-05-14 | $8,425 | $5,372 | $3,053 | $3,053 | |
| VANGUARD MATERIALS INDEX ADMIRAL | 2019-01-01 | 2021-05-14 | $20,425 | $15,082 | $5,343 | $5,343 | |
| T. ROWE PRICE FUNDS NEW ERA I | 2019-01-01 | 2021-05-14 | $3,000 | $2,915 | $85 | $85 | |
| DFA US SM CAP VALUE INST | 2019-01-01 | 2021-05-14 | $18,625 | $13,912 | $4,713 | $4,713 | |
| CAPITAL GAINS DIVIDENDS | $6,547 | $6,547 | $6,547 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $473 | OverpaymentAmt |
| Applied To ES Tax | $473 | 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 | $2,065,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,100,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,100,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,069,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,127 | TotalTaxAmt |
| Distributable Before Adj | $102,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,324 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,790 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,469 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,093 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $232,466 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $439,559 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $439,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,237 | ExcessFromYear4Amt |
| Excess From Year3 | $72,941 | ExcessFromYear3Amt |
| Excess From Year2 | $106,446 | ExcessFromYear2Amt |
| Excess From Year1 | $23,469 | ExcessFromYear1Amt |
| Excess From Current Year | $232,466 | 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 (25 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 | $14,500 |
| ENVIRONMNENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| FLAGLER COLLEGE | |||||||
| 74 KING STREET | ST AUGUSTINE | FL | 32084 | NONE | 501(C)(3) | UNRESTRICED | $2,500 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $16,000 |
| INDIAN RIVER HABITAT FOR HUMANITY | |||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $28,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | UNRESTRICTED | $23,000 |
| IRSA | |||||||
| PO 2801 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| PO BOX 8133 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $7,300 |
| 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 |
| 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 | $450 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| ROCKY MOUNTAINS | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| SALVATION ARMY NW DIVISION | |||||||
| PO BOX 9219 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| SALVATION ARMY OF IRC | |||||||
| PO BOX 2864 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| SAMARITAN CENTER | |||||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | 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 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| THE INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH ST NW | WASHINTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| THE LEARNING ALLIANCE | |||||||
| PO BOX 2647 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| UNITED AGAINST POVERTY | |||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501C(3) | UNRESTRICTED | $7,000 |
| WASHINGTON & LEE UNIVERSITY (ENTREPRENEUR) | |||||||
| 204 W WASHINGTON | LEXINGTON | VA | 24501 | NONE | 501C(3) | UNRESTRICTED | $8,000 |
| WASHINGTON & LEE UNIVERSITY (ENTREPRENEUR) | |||||||
| 204 W WASHINGTON | LEXINGTON | VA | 24501 | NONE | 501C(3) | UNRESTRICTED | $171,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,250 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,265 | 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 | $45,320 | $82,376 |
| AMER FUNDS EUROPACIFIC GRWTH F3 | $30,994 | $59,380 |
| AMER FUNDS WA MUTUAL INVSTRS F3 | $125,865 | $181,487 |
| DFA INTERNATIONAL REAL ESTATE SECURI | $50,476 | $47,751 |
| DFA U.S. MICRO-CAP FUND INSTI | $40,241 | $59,987 |
| DFA INTL SMALL PTFL | $32,048 | $42,291 |
| DFA U.S. SMALL CAP FUND INSTI | $64,654 | $88,659 |
| DODGE & COX INCOME FUND | $39,438 | $41,262 |
| DODGE & COX INTERNATIONAL FD | $41,218 | $64,238 |
| PIMCO LOW DURATION FD | $73,929 | $74,456 |
| PIMCO FOREIGN BOND FUND | $56,405 | $57,227 |
| PIMCO TOTAL RETURN INSTITUTIONAL | $40,218 | $39,270 |
| T. ROWE PRICE INTERNATIONAL VALUE EQ | $28,626 | $35,274 |
| T. ROWE PRICE NEW ERA I | $39,613 | $47,615 |
| T. ROWE PRICE INSTITUTIONAL INTL BON | $49,520 | $51,256 |
| T. ROWE PRICE INSTITUTIONAL LARGE CA | $39,443 | $90,631 |
| VANGUARD ENERGY FUND ADMIRAL | $71,247 | $96,042 |
| VANGUARD REIT INDEX-ADMIRAL | $76,845 | $119,793 |
| VANGUARD GROWTH INDEX ADMIRAL | $30,221 | $84,118 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $73,079 | $76,657 |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | $43,878 | $69,095 |
| VANGUARD INTERNATIONAL GRWTH ADMIRAL | $25,073 | $55,433 |
| VANGUARD SM CAP VALUE INDEX | $78,042 | $195,513 |
| VANGUARD SM CAP GRWTH INDEX ADM | $28,672 | $64,343 |
| VANGUARD WORLD FUNDS MATERIALS INDEX | $28,437 | $48,183 |
| VANGUARD VALUE INDEX ADMIRAL | $99,399 | $236,867 |
| VANGUARD FTSE SMALL CAP ETF | $57,582 | $76,131 |
| DFA INTL SM VALUE INST | $36,724 | $36,798 |
| ISHARES TRUST MSCI USA VALUE FACTOR ETF | $93,312 | $129,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $9,314 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,314 | 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 | $3,216 | $0 | $0 |
| FOREIGN TAX WITHHELD | $564 | $564 | $0 |