HIGGS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HIGGS FAMILY FOUNDATION INC (EIN 22-3306407)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-08-22
- IRS object ID
- 202522349349100202
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-22T07:12:52-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | 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 | 2024-06-01 | 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 | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E MILLER | PreparerPersonNm |
| PTIN | P00123849 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2025-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,539,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $258,573 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,521 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $522,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $382,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,665 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,651,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,838,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,476,039 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $559 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,692,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,901,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,539,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,692,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,901,978 | 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 | $1,692,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,901,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,692,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,901,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,692,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $382,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,075,008 | SubtotalAmt |
| Other Decreases | $173,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,901,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND | 2024-03-22 | 2024-06-13 | $893 | $896 | $0 | $0 | |
| FEDERATED HERMES INSTL TAX-FREE CASH TR FUND | 2024-03-01 | 2024-11-26 | $288 | $288 | $0 | $0 | |
| VANGUARD VALUE INDEX RAL SHARES | 2024-09-27 | 2025-03-11 | $1,245 | $1,268 | -$23 | -$23 | |
| AMERICAN AMERICAP FUND | 2024-12-17 | 2025-05-21 | $5,878 | $6,080 | -$202 | -$202 | |
| T.ROWE PRICE EXCHANGE | 2024-05-23 | 2025-05-21 | $9,399 | $8,353 | $1,046 | $1,046 | |
| VANGUARD REIT INDEX AL SHARES | 2024-09-30 | 2025-05-21 | $3,667 | $3,836 | -$169 | -$169 | |
| VANGUARD GROWTH INDEX IRAL SHARES | 2024-12-24 | 2025-05-21 | $131 | $135 | -$4 | -$4 | |
| VANGUARD GROWTH INDEX IRAL SHARES | 2025-03-28 | 2025-05-21 | $1,060 | $1,098 | $0 | $0 | |
| FEDERATED HERMES INSTL TAX-FREE CASH TR FUND | 2023-10-04 | 2024-11-26 | $11,490 | $11,506 | -$16 | -$16 | |
| VANGUARD VALUE INDEX FUND | 2012-04-13 | 2024-06-13 | $180,982 | $62,727 | $118,255 | $118,255 | |
| VANGUARD VALUE INDEX FUND | 2012-05-09 | 2024-10-09 | $38,475 | $12,399 | $26,076 | $26,076 | |
| VANGUARD VALUE INDEX RAL SHARES | 2012-05-09 | 2025-03-11 | $18,755 | $6,573 | $12,182 | $12,182 | |
| AMERICAN AMERICAP FUND CLASS F3 | 2020-12-16 | 2025-05-21 | $1,998 | $1,766 | $232 | $232 | |
| AMERICAN CENTURY ETF INTL SMALL CAP | 2023-01-30 | 2025-05-21 | $6,128 | $4,827 | $1,301 | $1,301 | |
| VANGUARD REIT INDEX AL SHARES | 2023-12-21 | 2025-05-21 | $6,483 | $6,917 | -$434 | -$434 | |
| VANGUARD INTL EQUITY FTSE ALL WORLD EX USA SMALL CAP INDEX | 2021-12-23 | 2025-05-21 | $2,517 | $2,611 | -$94 | -$94 | |
| VANGUARD GROWTH INDEX IRAL SHARES | 2014-03-11 | 2025-05-21 | $13,194 | $3,561 | $9,633 | $9,633 | |
| VANGUARD GROWTH INDEX IRAL SHARES | 2012-05-09 | 2025-05-21 | $4,665 | $2,061 | $2,604 | $2,604 | |
| CAPITAL GAINS DIVIDENDS | $31,134 | $31,134 | $31,134 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | 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 | $2,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,170 | 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 | $2,512,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,553,192 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,553,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,514,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,450 | TotalTaxAmt |
| Distributable Before Adj | $122,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,466 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $283,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $990 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $990 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $282,451 | 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 | $22,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $259,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,466 | ExcessFromYear4Amt |
| Excess From Year3 | $14,655 | ExcessFromYear3Amt |
| Excess From Year2 | $12,230 | ExcessFromYear2Amt |
| Excess From Year1 | $621 | ExcessFromYear1Amt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF IRC | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CLEVLAND CLINIC FOUNDATION | |||||||
| PO COX 128 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| CATHOLIC CHARITIES SAMARITAN CENTER | |||||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| ENVIRONMNENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| FLOAT HOPE | |||||||
| 6001 HIGHWAY A1A | INDIAN RIVER SHORES | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| INDIAN RIVER HABITAT OF HUMANITY | |||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | UNRESTRICTED | $11,500 |
| 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 |
| VERO BEACH PIPES AND DRUMS | |||||||
| 520 ROYAL PALM BLVD | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| LITERACY SERVICES OF IRC | |||||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| QUAIL VALLEY CHARITIES | |||||||
| 2345 HWY A1A | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| THE LEARNING ALLIANCE | |||||||
| PO BOX 2647 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 |
| UNITED AGAINST POVERTY | |||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $11,500 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501C(3) | UNRESTRICTED | $7,000 |
| VNA AND HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | UNRESTRICTED | $700 |
| GENERALS REDOUBT | |||||||
| PO BOX 1097 | LEXINGTON | VA | 24450 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||||
| 500 IRIS LANE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | |||||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| INDIAN RIVER SYMPHONIC ASSOCIATION | |||||||
| PO BOX 2801 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH STREET | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $7,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,605 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $263,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,575 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE HIGGS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SHORES DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329633904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $258,573 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,144.46 VANGUARD VALUE INDEX FUND (VVIAX) | NoncashPropertyDesc |
| Fair Market Value | $258,573 | FairMarketValueAmt |
| Received | 2024-06-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFUTT BARTON SCHLITT LLC | CategoryTxt |
| Amt | $4,240 | Amt |
| Net Investment Income | $2,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER FUNDS AMCAP F3 | $52,369 | $92,962 |
| AMER FUNDS EUROPACIFIC GRWTH F3 | $44,313 | $63,172 |
| AMER FUNDS WA MUTUAL INVSTRS F3 | $99,757 | $151,583 |
| AMERICAN CENTURY AVANTIS US SM CAP VALUE | $102,947 | $109,019 |
| AMERICAN CENTURY INVESTS INTL SMALL CAP | $29,874 | $38,782 |
| DFA INTERNATIONAL REAL ESTATE SECURI | $58,228 | $43,515 |
| DODGE & COX INCOME FUND | $112,800 | $109,416 |
| DODGE & COX INTERNATIONAL FD | $39,396 | $72,318 |
| ISHARES TRUST MSCI USA VALUE FACTOR ETF | $91,155 | $123,854 |
| PIMCO FOREIGN BOND FUND | $75,854 | $71,580 |
| PIMCO LOW DURATION FD | $67,970 | $65,031 |
| PIMCO TOTAL RETURN INSTITUTIONAL | $118,542 | $109,443 |
| T. ROWE PRICE INSTITUTIONAL INTL BOND | $79,240 | $73,107 |
| T. ROWE PRICE INTERNATIONAL VALUE EQ | $23,511 | $36,356 |
| T. ROWE PRICE NEW ERA I | $37,038 | $42,633 |
| VANGUARD ENERGY FUND ADMIRAL | $43,361 | $83,901 |
| VANGUARD GROWTH INDEX ADMIRAL | $21,811 | $93,355 |
| VANGUARD INFLATION PROTECTED ADMIRAL | $115,030 | $103,691 |
| VANGUARD INTERNATIONAL GRWTH ADMIRAL | $56,708 | $71,491 |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | $55,433 | $76,742 |
| VANGUARD REIT INDEX-ADMIRAL | $90,036 | $124,110 |
| VANGUARD SM CAP GROWTH INDEX | $12,017 | $25,559 |
| VANGUARD SM CAP VALUE INDEX | $65,089 | $170,230 |
| VANGUARD VALUE INDEX ADMIRAL | $55,978 | $178,650 |
| VANGUARD WORLD FUNDS MATERIALS INDEX | $28,063 | $46,402 |
| AMER FUNDS SMALL CAP WORLD F3 | $65,437 | $73,608 |
| AMERICAN CENTY EFT AVANTIS US CAP EQUITY EFT | $51,960 | $54,700 |
| T.ROWE PRICE EXCHANGE-TRADE FDS INC GROWTH EFT | $81,582 | $93,911 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA | $62,814 | $76,918 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $173,030 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,392 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,433 | $1,433 | $0 |
| FEDERAL EXCISE TAX | $2,809 | $0 | $0 |