HIGH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HIGH FOUNDATION (EIN 83-3271708)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-09
- IRS object ID
- 202403449349100705
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-09T12:36:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Disaster Relief | EXTENSION GRANTED TO 5/15/2025 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231709427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTZ HESS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EAST KING ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833271708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGH | BusinessNameControlTxt |
| Phone | 7172934443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 WILLIAM PENN WAY PO BOX 11087 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176051087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN STAUFFER | PersonNm |
| Person Title | EXEC DIR, SEC | PersonTitleTxt |
| Phone | 7172934443 | PhoneNum |
| Signature | 2024-11-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BERTZ CPA | PreparerPersonNm |
| PTIN | P00490920 | PTIN |
| Phone | 7173930767 | PhoneNum |
| Preparation | 2024-11-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | EXTENSION GRANTED TO 5/15/2025 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $241,881,910 | 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 | $96,861,799 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,546 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,546 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,972,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,972,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$92,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,695,191 | GrossSalesPriceAmt |
| Total Rev And Expnss | $118,776,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,007,770 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $472,121 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,731 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $408,390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,073 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $45,129 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,944 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,051 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,647 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,682 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,809 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,873 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,687 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,417 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $251,138 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $312,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,724 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,380 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,983 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,397 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,330 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $7,330 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,194 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,598,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $279,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,024,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,804,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,804,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,402,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $279,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,828,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,374,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,728,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,820 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,929,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,171,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,171,089 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $813,758 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $813,758 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $123,254,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $229,720,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,720,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,621,277 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,176,876 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,176,876 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $127,936,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,881,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $241,881,910 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $299 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $376 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $125,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $125,391 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $127,935,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $241,756,519 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,935,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $241,756,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $127,936,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,881,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,935,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,374,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,446,526 | OtherIncreasesAmt |
| Subtotal | $241,756,519 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $241,756,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FNZ TRUST COMPANY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,695,191 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,788,171 | CostOrOtherBasisAmt |
| Gain Or Loss | -$92,980 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$92,980 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$92,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $302,029 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $302,029 | SubtotalAmt |
| Tax Based On Investment Income | $302,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296,453 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $84,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $380,453 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $78,407 | OverpaymentAmt |
| Applied To ES Tax | $78,407 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HIGHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RACHEL SARPATO | IndividualWithBooksNm |
| Phone | 7172934400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 WILLIAM PENN WAY | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| S DALE HIGH | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | CHAIRMAN | 3.57 | $0 | $0 | $0 |
| ROBIN STAUFFER | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | EXEC DIR, SE | 35.49 | $236,234 | $35,131 | $0 |
| STEVEN D HIGH | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 1.03 | $0 | $0 | $0 |
| SUZANNE M HIGH | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | VICE CHAIR | 2.12 | $19,000 | $0 | $0 |
| MICHAEL W VAN BELLE | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TREASURER | 1.31 | $22,000 | $0 | $0 |
| GENE P OTTO IV | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 1.23 | $19,000 | $0 | $0 |
| CARL J STRIKWERDA | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 1.63 | $22,000 | $0 | $0 |
| JORDAN S STEFFY | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 1.74 | $19,000 | $0 | $0 |
| THOMAS T BALDRIDGE | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 2.03 | $19,000 | $0 | $0 |
| HILDA SHIRK | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | TRUSTEE | 1.82 | $19,000 | $0 | $0 |
| CHRISTINA J SNYDER | ||||||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | SECRETARY | 32.22 | $96,887 | $22,497 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIG INDUSTRIES | |||||
| 103 S DUKE ST | LANCASTER | PA | 17602 | MARKETING | $128,868 |
| COURTNEY BOURNS CONSULTING | |||||
| 18 ERNEST ST | BARRINGTON | RI | 02806 | STRATEGIC CONS | $93,697 |
| HIGH FAMILY OFFICE LLC | |||||
| 1861 WILLIAM PENN WAY | LANCASTER | PA | 17601 | CONSULTING | $81,413 |
| DUANE MORRIS LLP | |||||
| 1201 N MARKET ST | WILMINGTON | DE | 19801 | LEGAL | $64,682 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $181,701,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,051,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,752,599 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $187,752,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,816,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,936,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,246,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,246,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $302,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $302,029 | TotalTaxAmt |
| Distributable Before Adj | $8,944,787 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,944,787 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,944,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,828,327 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,828,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,944,787 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $181,952 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,828,327 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,828,327 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $181,952 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $181,952 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $934,508 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | S DALE HIGH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN STAUFFER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 WILLIAM PENN WAY | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | RSTAUFFER@HIGH.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICANTS SHOULD APPLY ONLINE AT WWW.HIGHFOUNDATION.ORG/GRANT-PROGRAM. SCHOLARSHIP APPLICANTS - SEE ATTACHED APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICANTS - JUNE 1 THROUGH SEPTEMBER 1 SCHOLARSHIP APPLICANTS - FEBRUARY 28 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH FOUNDATION CONTRIBUTES ONLY TO NON-POLITICAL, NON- PROFIT 501(C)(3) ORGANIZATIONS, FOCUSING THE MAJORITY OF CONTRIBUTIONS IN THE LANCASTER COUNTY AND SOUTH-CENTRAL PENNSYLVANIA REGIONS. THE FOUNDATION MAY CONSIDER CONTRIBUTIONS IN OTHER REGIONS WHERE THE HIGH COMPANIES ARE LOCATED. ORGANIZATIONS SEEKING FUNDING MUST BE ALIGNED WITH THE HIGH FOUNDATION PILLARS OF INVESTMENT AND FALL WITHIN THE FOLLOWING AREAS OF FOCUS: EDUCATION, HEALTH & HUMAN SERVICES, ENVIRONMENTAL STEWARDSHIP, ARTS & CULTURE, HISTORIC PRESERVATION, SOCIAL ENTERPRISE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STMT 18 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 WILLIAM PENN WAY | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $6,804,139 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,804,139 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,546 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,972,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$92,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,914,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,914,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | S DALE HIGH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 WILLIAM PENN WAY | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $96,854,694 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | HIGH REAL ESTATE GROUP LLC 97% NONVOTING INTEREST | NoncashPropertyDesc |
| Fair Market Value | $96,854,694 | FairMarketValueAmt |
| Received | 2023-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,687 | Amt |
| Net Investment Income | $41,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,417 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SAGEWORTH - SEE ATTACHED STMT 17 | BondNm |
| EOY Book Value | $1,176,876 | EOYBookValueAmt |
| EOYFMV | $1,176,876 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAGEWORTH - SEE ATTACHED STMT 17 | $11,354,382 | $11,354,382 |
| HIGH INDUSTRIES INC | $121,511,111 | $121,511,111 |
| HIGH REAL ESTATE GROUP LLC | $96,854,694 | $96,854,694 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $813,758 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $813,758 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,682 | LegalFeesAmt |
| Net Investment Income | $38,809 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,873 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PA PURELY PUBLIC CHARITABLE | $15 | $15 | |
| BANK FEES | $465 | $465 | |
| INSURANCE EXPENSE | $10,838 | $2,168 | $8,670 |
| DUES & SUBSCRIPTIONS | $8,791 | $8,791 | |
| OFFICE SUPPLIES | $3,202 | $1,601 | $1,601 |
| POSTAGE | $1,120 | $560 | $560 |
| PUBLIC RELATIONS | $116,771 | $116,771 | |
| SOFTWARE EXPENSE | $45,270 | $40,543 | $4,727 |
| MISCELLANEOUS EXPENSE | $10,050 | $8,879 | $1,171 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $3,446,526 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| EOY Book Value | $125,015 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $37,578 | $37,578 | |
| EVIRONMENTAL CENTER | $54,416 | $54,416 | |
| HIGH IMPACT INITIATIVE | $12,338 | $12,338 | |
| COMMITTEE MEMBER FEES | $23,000 | $12,000 | $11,000 |
| SCHOLARSHIP COMMITTEE | $2,900 | $2,900 | |
| STRATEGIC PLANNING | $170,484 | $170,484 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID ON INVESTMENTS | $1,770 | $1,770 | |
| FEDERAL EXCISE TAX | $295,000 | ||
| PAYROLL TAXES | $15,249 | $1,525 | $13,724 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGH INDUSTRIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1853 WILLIAM PENN WAY | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231480548 | EIN |
| Desc | DIVIDENDS, NOT EXCESS BUS HLDG | Desc |
| Amt | $7,311,782 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,499,002 | TotalAmt |