HIGMAN SOYRING FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HIGMAN SOYRING FOUNDATION INC (EIN 20-1894368)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202503179349102970
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
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T14:35:40-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	593040705	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RIVERO GORDIMER & COMPANY PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 N FRANKLIN ST SUITE 2200	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201894368	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HIGMAN SOYRING FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HIGM	BusinessNameControlTxt
Phone	7278228774	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7699	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33734	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SIGNING OFFICER	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	7278228774	PhoneNum
Signature	2025-11-13	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	SAM A LAZZARA	PreparerPersonNm
PTIN	P01342929	PTIN
Phone	8138757774	PhoneNum

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	$1,047,093	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
Dividends Rev And Expnss	$35,763	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$35,763	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$13,959	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$259,690	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$13,959	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$49,722	TotalRevAndExpnssAmt
Total Net Invst Incm	$49,722	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
Other Prof Fees Rev And Expnss	$13,401	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$13,401	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,401	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,401	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$53,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$53,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$66,401	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,401	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$53,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,679	ExcessRevenueOverExpensesAmt
Net Investment Income	$36,321	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$20,082	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$20,082	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$20,082	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$846,061	CorporateStockBOYAmt
Corporate Stock EOY	$904,977	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,027,011	CorporateStockEOYFMVAmt
Total Assets BOY	$866,143	TotalAssetsBOYAmt
Total Assets EOY	$925,059	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,047,093	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$866,143	RetainedEarningBOYAmt
Retained Earning EOY	$925,059	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$866,143	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$925,059	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$866,143	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$925,059	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$866,143	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,679	ExcessRevenueOverExpensesAmt
Other Increases	$75,595	OtherIncreasesAmt
Subtotal	$925,059	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$925,059	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH SECURITIES	2024-01-01	2024-12-31	$170,143	$165,173	$4,970	$4,970
MERRILL LYNCH SECURITIES	2023-01-01	2024-12-31	$89,547	$80,558	$8,989	$8,989

Field	Value	IRS element (for citing)
Capital Gain Net Income	$13,959	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$505	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$505	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$505	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$15	EsPenaltyAmt
Tax Due	$520	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	0	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	Yes (1)	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	LUCAS HIGMAN	IndividualWithBooksNm
Phone	7278228774	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7699	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33734	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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DENICE R HIGMAN
PO BOX 7699	ST PETERSBURG	FL	33734	PRESIDENT; DIRECTOR	0.00	$0	$0	$0
DAVID A HIGMAN
PO BOX 7699	ST PETERSBURG	FL	33734	TREASURER; DIRECTOR	0.00	$0	$0	$0
LUCAS D HIGMAN
PO BOX 7699	ST PETERSBURG	FL	33734	VICE PRESIDENT; DIRECTOR	0.00	$0	$0	$0
ADAM W HIGMAN
PO BOX 7699	ST PETERSBURG	FL	33734	SECRETARY; DIRECTOR	0.00	$0	$0	$0

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	$1,050,160	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,050,160	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,050,160	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$15,752	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,034,408	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$51,720	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$51,720	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$505	TaxBasedOnInvestmentIncomeAmt
Total Tax	$505	TotalTaxAmt
Distributable Before Adj	$51,215	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$51,215	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$51,215	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$53,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$53,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$51,215	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$18,463	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$5,921	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,625	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$341	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$729	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$29,079	TotalExcessDistributionCyovAmt
Qualifying Distributions	$53,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$51,215	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,785	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$30,864	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	$18,463	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$12,401	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,921	ExcessFromYear4Amt
Excess From Year3	$3,625	ExcessFromYear3Amt
Excess From Year2	$341	ExcessFromYear2Amt
Excess From Year1	$729	ExcessFromYear1Amt
Excess From Current Year	$1,785	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DENICE R HIGMAN	ContributingManagerNm
Contributing Manager	DAVID A HIGMAN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LUCAS HIGMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7699	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33734	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7278228774	RecipientPhoneNum
Form And Info And Materials	MOST METHODS AND FORMS OF APPLICATION ARE ACCEPTABLE	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	ONLY RESTRICTION IS TO GIVE TO PUBLIC CHARITIES THAT ARE TAX-EXEMPT AND NOT GIVE TO PRIVATE FOUNDATIONS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
LCC DAY SCHOOL
4400 CHANCELLOR ST NE	ST PETERSBURG	FL	33703	N/A	CHARITY	$10,000
LUTHERAN CHURCH OF THE CROSS
4545 CHANCELLOR ST NE	ST PETERSBURG	FL	33703	N/A	CHARITY	$43,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$53,000	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	$35,763	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$13,959	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$49,722	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$49,722	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MERRILL LYNCH SECURITIES	StockNm
EOY Book Value	$904,977	EOYBookValueAmt
EOYFMV	$1,027,011	EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$75,595	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MERRILL LYNCH FEES	CategoryTxt
Amt	$13,401	Amt
Net Investment Income	$13,401	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	DAVID AND DENICE HIGMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4301 BAYSHORE BLVD NE	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33703	ZIPCd