Helen K Higgins Trust - Agency 006196

MUNCIE, IN EIN: 35-6725538

Helen K Higgins Trust - Agency 006196 is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2020 through 2022. In 2022, it awarded 13 grants totaling $4.3M. Net investment income was $1.5M.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$4.3M

+2570.3% YoY

Grant Count

+30.0% YoY

Avg Grant Size

$329K

+1954.0% YoY

Under IRS private-foundation payout rules, Helen K Higgins Trust - Agency 006196 reported a distributable amount of $113K for 2022 — the minimum it must pay out in qualifying distributions.

About Helen K Higgins Trust - Agency 006196

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $4.6M (100%)

Ohio $8K (0%)

Texas $8K (0%)

States

Indiana Ohio Texas

Cities

AngolaBloomingtonChalmersFort WayneFort WorthGreencastleIndianapolisKokomoMononMuncieReynoldsSteubenvilleTerre HauteVincennesWest LafayetteWinona LakeWolcott

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$2,678,437	$824,295
Revenue	$1,707,803	$2,023,847	$72,779
Expenses	$4,378,412	$179,616	$178,856
Qualifying Distributions	$4,331,951	$165,650	—
Net Investment Income	$1,533,628	$2,010,670	$56,109
Distributable Amount	$113,146	$100,042	$129,851

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2022

Grant Size Distribution

34 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Frontier School School Corporation ($880,480), North White School Corporation ($840,480), Tri-county School Corporation ($830,480).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION INDIANAPOLIS, IN	GENERAL	$800,480
BALL STATE UNIVERSITY MUNCIE, IN	SCHOLARSHIPS	$10,000
INDIANA UNIVERSITY - KOKOMO KOKOMO, IN	SCHOLARSHIPS	$10,000
IUPUI INDIANAPOLIS, IN	SCHOLARSHIPS	$10,000
IVY TECH COMMUNITY COLLEGE INDIANAPOLIS, IN	SCHOLARSHIPS	$20,000
ST JOSEPH CATHOLIC CHURCH REYNOLDS, IN	GENERAL	$800,480
TRINE UNIVERSITY ANGOLA, IN	SCHOLARSHIPS	$10,000
VINCENNES UNIVERSITY VINCENNES, IN	SCHOLARSHIPS	$10,000
FRONTIER SCHOOL SCHOOL CORPORATION CHALMERS, IN	GENERAL	$880,480
NORTH WHITE SCHOOL CORPORATION MONON, IN	GENERAL	$840,480

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
ANN HUMPHREY	TRUSTEE	0.5	—

Frequently Asked Questions

Where does Helen K Higgins Trust - Agency 006196 operate?

Helen K Higgins Trust - Agency 006196 has awarded grants in Indiana, Ohio, Texas.

What size grants does Helen K Higgins Trust - Agency 006196 award?

In 2022, Helen K Higgins Trust - Agency 006196 awarded 13 grants totaling $4.3M — an average of about $329K per grant, based on its IRS Form 990 filings.

How much is Helen K Higgins Trust - Agency 006196 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Helen K Higgins Trust - Agency 006196 reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen K Higgins Trust - Agency 006196's EIN?

Helen K Higgins Trust - Agency 006196's EIN (Employer Identification Number) is 35-6725538. IRS Form 990 filing data is available on this page for 2020–2022.