BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRAVE HEART FOUNDATION INC (EIN 27-0720856)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349101414
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T08:07:47-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18555 N RIVER RD 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270720856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRAVE HEART FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRAVBusinessNameControlTxt
Phone3173664631PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110056 BOYSENBERRY DRIVEAddressLine1Txt
CityFISHERSCityNm
State AbbreviationINStateAbbreviationCd
ZIP46038ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERRY GRIFFITHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3173664631PhoneNum
Signature2023-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERRYPersonFirstNm
Person LastGRIFFITHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone3178424466PhoneNum
Preparation2023-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,169,197FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$299,143ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$105,473DividendsRevAndExpnssAmt
Dividends Net Invst Incm$105,473DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$826,746NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,034,769GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$826,746CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,231,362TotalRevAndExpnssAmt
Total Net Invst Incm$932,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,029CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,029CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,275OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,275OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,194TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,379TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$4,140OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$4,140OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,184OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,184OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,332TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$738,041ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$738,041ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$810,463TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$770,373TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$420,899ExcessRevenueOverExpensesAmt
Net Investment Income$904,944NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,649CashBOYAmt
Cash EOY$8,716CashEOYAmt
Cash EOYFMV$8,716CashEOYFMVAmt
Sav And Temp Cash Invst BOY$325,127SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$520,851SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$520,851SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,652,486CorporateStockBOYAmt
Corporate Stock EOY$4,603,742CorporateStockEOYAmt
Corporate Stock EOYFMV$5,639,630CorporateStockEOYFMVAmt
Total Assets BOY$4,986,262TotalAssetsBOYAmt
Total Assets EOY$5,133,309TotalAssetsEOYAmt
Total Assets EOYFMV$6,169,197TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,986,262NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,133,309NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,986,262TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,133,309TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,986,262TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,133,309TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,986,262TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$420,899ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,407,161SubtotalAmt
Other Decreases$273,852OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,133,309TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$2,993,095$2,208,023$785,072$785,072
CAPITAL GAINS DIVIDENDS$41,674$41,674$41,674P
FieldValueIRS element (for citing)
Capital Gain Net Income$826,746CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,579InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,579SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,579TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,456EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,456TotalPaymentsAndCreditsAmt
Es Penalty$190EsPenaltyAmt
Overpayment$687OverpaymentAmt
Applied To ES Tax$687AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THEBRAVEHEARTFOUNDATION.COMWebsiteAddressTxt
Individual With BooksLARA CHANDLER BELSLEYIndividualWithBooksNm
Phone3179188000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110056 BOYSENBERRY DRAddressLine1Txt
CityFISHERSCityNm
State AbbreviationINStateAbbreviationCd
ZIP46038ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM GRIFFITH
3840 EAST 79TH STREETINDIANAPOLISIN46240CHAIRMAN5.00$0$0$0
GERRY GRIFFITH
3840 EAST 79TH STREETINDIANAPOLISIN46240TREASURER5.00$0$0$0
JAMES MULHOLLAND
5055 W 15TH STREETINDIANAPOLISIN46224SECRETARY1.00$0$0$0
KIM WALTON
8245 OLD FARM ROADINDIANAPOLISIN46256MEMBER1.00$0$0$0
DAVID MCDANIEL
15648 HAWKS WAYCARMELIN46033MEMBER1.00$0$0$0
KATIE HAGERTY
8438 STARK DRIVEINDIANAPOLISIN46216MEMBER1.00$0$0$0
KEVIN HAMPTON
6367 KENTSTONE DRIVEINDIANAPOLISIN46268MEMBER1.00$0$0$0
LARA CHANDLER-BELSLEY
10056 BOYSENBERRY DRIVEFISHERSIN46038EXECUTIVE DIRECTOR5.00$18,029$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,210,744AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$433,124AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,643,868TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,643,868AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,544,210NetVlNoncharitableAssetsAmt
Minimum Investment Return$327,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$327,211MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,579TaxBasedOnInvestmentIncomeAmt
Total Tax$12,579TotalTaxAmt
Distributable Before Adj$314,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$314,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$314,632DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$770,373ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$770,373QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$314,632DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$198,426ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$315,696ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$307,956ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$414,249ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$201,611ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,437,938TotalExcessDistributionCyovAmt
Qualifying Distributions$770,373QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$314,632AppliedToCurrentYearAmt
Remaining Distri From Corpus$455,741RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,893,679TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$198,426ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,695,253ExcessDistriCyovToNextYrAmt
Excess From Year4$315,696ExcessFromYear4Amt
Excess From Year3$307,956ExcessFromYear3Amt
Excess From Year2$414,249ExcessFromYear2Amt
Excess From Year1$201,611ExcessFromYear1Amt
Excess From Current Year$455,741ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM GRIFFITHContributingManagerNm
Contributing ManagerGERRY GRIFFITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 BLACK MEN OF INDIANAPOLIS
3901 N MERIDIAN ST 10INDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$500
ABARA BORDERLAND CONNECTIONS
1228 WYOMING AVEEL PASOTX79902PCCOMMUNITY ASSISTANCE$2,000
ALBION FELLOWS BACON CENTER
PO BOX 3164EVANSVILLEIN47731PCCOMMUNITY ASSISTANCE$5,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006PCCOMMUNITY ASSISTANCE$5,000
AMIGOS THE RICHMOND LATINO CENTER
801 NATIONAL RD W - DRAWER 17RICHMONDIN47374PCCOMMUNITY ASSISTANCE$3,500
ANNUNCIATION HOUSE
815 MYRTLE AVEEL PASOTX79901PCCOMMUNITY ASSITANCE$2,000
ASCENT 121
PO BOX 1143CARMELIN46082PCCOMMUNITY ASSISTANCE$4,500
ASSISTANCE LEAGUE OF INDIANAPOLIS
1475 E 86TH ST STE EINDIANAPOLISIN46240PCCOMMUNITY ASSISTANCE$15,483
ATHLEAD INDY INC
8103 TANAGER CTINDIANAPOLISIN46256PCCOMMUNITY ASSISTANCE$1,500
ATTITUDINAL HEALING CONNECTION
3278 WEST STOAKLANDCA94608PCCOMMUNITY ASSISTANCE$3,000
AVONDALE MEADOWS ACADEMY INC
3980 MEADOWS DRINDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$5,000
BACK ON MY FEET
100 SOUTH BROAD ST SUITE 2136PHILADELPHIAPA19110PCCOMMUNITY ASSISTANCE$1,500
BACKLIGHT PRODUCTIONS
2114 QUAIL COURTFRANKLINTN37064PCCOMMUNITY ASSISTANCE$1,000
BEST BUDDIES INTERNATIONAL INC
100 SOUTHEAST 2ND ST SUITE 200MIAMIFL33131PCCOMMUNITY ASSISTANCE$2,500
BLATCHLEY NATURE STUDY CLUB INC
125 BOULDER DRNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$1,000
BLUE RIVER SERVICES INC
1099 MARCI LNGEORGETOWNIN47122PCCOMMUNITY ASSISTANCE$2,000
BOYS & GIRLS CLUB OF NOBLESVILLE
1700 CONNER STNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$2,500
BRIDGES ALLIANCE OF JOHNSON COUNTY
704 S STATE RD 135 STE D 318GREENWOODIN46143PCCOMMUNITY ASSISTANCE$3,000
BRIGHTLANE LEARNING
2955 N MERIDIAN ST STE 250INDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$5,000
BROOKE'S PLACE
50 EAST 91ST STREET 103INDIANAPOLISIN46268PCIMPROVE EDUCATIONAL PROGRAMS$10,000
BROOKSIDE COMMUNITY DEVELOPMENT CORPORATION
1035 N OLNEY STINDIANAPOLISIN46201PCCOMMUNITY ASSISTANCE$5,000
CANCER SUPPORT COMMUNITY INDIANA
5150 WEST 71ST STREETINDIANAPOLISIN46268PCCOMMUNITY ASSISTANCE$5,000
CARMEL YOUTH ASSISTANCE PROGRAM (CYAP)
515 E MAIN ST STE127CARMELIN46032PCCOMMUNITY ASSISTANCE$3,500
CENTER FOR VICTIM AND HUMAN RIGHTS
9245 N MERIDIAN ST 235INDIANAPOLISIN46260PCCOMMUNITY ASSISTANCE$5,000
CHAMPIONS OF YOUTH
1201 N LINCOLN ST SUITE DGREENSBURGIN47240PCCOMMUNITY ASSISTANCE$5,000
CHILDREN'S BUREAU INC
1575 DR MLK JR STREETINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$5,000
COBURN PLACE
604 EAST 38TH STREETINDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$2,000
COCODA
5055 W 15TH STREETINDIANAPOLISIN46224PCCOMMUNITY ASSISTANCE$10,000
COMMUNITIES IN SCHOOLS OF WAYNE COUNTY
33 SOUTH 7TH STRICHMONDIN47374PCCOMMUNITY ASSISTANCE$5,000
DAYSPRING CENTER
PO BOX 44105INDIANAPOLISIN46244PCCOMMUNITY ASSISTANCE$5,000
DEARBORN COUNTY CLEARING HOUSE FOR EMERGENCY AID INC
PO BOX 478AURORAIN47001PCCOMMUNITY ASSISTANCE$3,000
DECATUR COUNTY YMCA
1301 W KATHYS WAYGREENSBURGIN47240PCCOMMUNITY ASSISTANCE$6,500
DESERT ROSE FOUNDATION
PO BOX 1754MARTINSVILLEIN46151PCCOMMUNITY ASSISTANCE$5,000
DOVE RECOVERY HOUSE FOR WOMEN
14 N HIGHLAND AVENUEINDIANPOLISIN46202PCCOMMUNITY ASSISTANCE$43,799
DRESS FOR SUCCESS INDIANAPOLIS INC
820 N MERIDIAN STREEETINDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$5,000
DYSLEXIA INSTITUTE OF INDIANA
8395 KEYSTONE CROSSINGINDIANAPOLISIN46240PCCOMMUNITY ASSISTANCE$5,000
EDGE 21 INC
3645 S COUNTY RD 200 WGREENCASTLEIN46135PCCOMMUNITY ASSISTANCE$5,000
EPILEPSY FOUNDATION
1100 W 42ND ST 140INDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$1,000
EVERGLADES COMMUNITY CHURCH
20871 JOHNSON ST101PEMBROKEFL33029PCCOMMUNITY ASSISTANCE$1,000
EXODUS REFUGEE IMMIGRATION
1125 E BROOKSIDE AVE C9INDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$5,000
FAMILIES FIRST
2240 N MERIDIAN STINDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$1,000
FORTUNE ACADEMY
5626 LAWTON LOOP E DRIVEINDIANAPOLISIN46216PCCOMMUNITY ASSISTANCE$1,000
FREEWHEELIN COMMUNITY BIKES
3355 CENTRAL AVEINDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$2,000
FRIENDS OF HANCOCK COUNTY CASA
98 E NORTH STGREENFIELDIN46140PCCOMMUNITY ASSISTANCE$5,000
FRIENDS OF WHITE RIVER
PO BOX 90171INDIANAPOLISIN46290PCCOMMUNITY ASSISTANCE$500
GATHERING TOGETHER INC
147 N CENTER STPLAINFIELDIN46168PCCOMMUNITY ASSISTANCE$1,000
GENDERNEXUS INC
1100 W 42ND STINDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$5,000
GENNESARET FREE CLINICS
615 N ALABAMA ST 136INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$2,500
GIRLS INCORPORATED OF INDIANAPOLIS
3935 N MERIDIAN STINDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$5,000
GLEANERS FOOD BANK
1102 EAST 16TH STREETINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$34,000
GOOD NEWS MISSION INC DBA GOOD NEWS MINISTRIES
PO BOX 1871INDIANAPOLISIN46206PCCOMMUNITY ASSISTANCE$5,000
GOOD SAMARITAN NETWORK
12933 PARKSIDE DRIVEFISHERSIN46038PCCOMMUNITY ASSISTANCE$1,000
GRACEPOINT RESOURCE CENTER LLC
204 W WASHINGTON ST 1RENSSELEARIN47978PCCOMMUNITY ASSISTANCE$5,000
GREEN CROSS ACADEMY OF TRAUMATOLOGY
2001 JEFFERSON DAVIS HIGHWAY STEARLINGTONVA22202PCCOMMUNITY ASSISTANCE$5,000102
HAMILTON COUNTY SHERIFF'S CHAPLIANCY
18100 CUMBERLAND RDNOBLESVILLEIN46060PCSUPPORT RELIGIOUS PROGRAMS$5,000
HAMILTON HEIGHTS YOUTH ASSISTANCE PROGRAM
HAMILTON HEIGHTS ELEMENTARY SCHOOLARCADIAIN46030PCCOMMUNITY ASSISTANCE$5,00025150 STATE ROAD 19
HANCOCK COUNTY CHILDREN'S CHOIR
2271 S MOELLER CIRCLENEW PALESTINEIN46163PCCOMMUNITY ASSISTANCE$4,500
HAPPY HOLLOW CHILD CAMP
615 N ALABAMA STREETINDIANAPOLISIN46204PCIMPROVE EDUCATIONAL PROGRAMS$5,000
HAVE FAITH IN HAITI MISSION SUPPORT TRUST
29836 TELEGRAPH RDSOUTHFIELDMI48034PCCOMMUNITY ASSISTANCE$5,000
HEAR INDIANA
4740 KINGSWAY DR 33INDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$5,000
HOLY FAMILY SHELTER
907 N HOLMES AVEINDIANAPOLISIN46222PCCOMMUNITY ASSISTANCE$5,000
HOOSIERS FEEDING THE HUNGRY
4490A IN-327CARUNNAIN46730PCCOMMUNITY ASSISTANCE$5,000
HOPE ACADEMY
8102 CLEARVISTA PKWYINDIANAPOLISIN46256PCCOMMUNITY ASSISTANCE$5,000
HOPE FAMILY CARE CENTER
270 W JACKSON STCICEROIN46034PCCOMMUNITY ASSISTANCE$5,000
HORIZON HOUSE INC
1033 E WASHINGTON STREETINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$34,000
HUMANE SOCIETY OF EL PASO TX
4991 FRED WILSON AVEEL PASOTX79906PCCOMMUNITY ASSISTANCE$1,000
HUMANE SOCIETY OF INDIANAPOLIS
7929 N MICHIGAN ROADINDIANAPOLISIN46268PCCOMMUNITY ASSISTANCE$8,000
INDIANA CANINE ASSISTANT NETWORK INC
5100 CHARLES CTZIONSVILLEIN46077PCCOMMUNITY ASSISTANCE$15,335
INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE
4607 E 106 STREETCARMELIN46033PCCOMMUNITY ASSISTANCE$7,500
INDIANA COALITION AGAINST DOMESTIC VIOLENCE
1915 W 18TH ST BINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$5,000
INDIANA COALITION TO END SEXUAL ASSAULT
9245 N MERIDIAN ST 227INDIANAPOLISIN46260PCCOMMUNITY ASSISTANCE$2,500
INDIANA CRISIS ASSISTANCE RESPONSE
PO BOX 44168INDIANAPOLISIN46244PCCOMMUNITY ASSISTANCE$2,500
INDIANA WOMEN IN NEED FOUNDATION INC
8515 CEDAR PL DR 103AINDIANAPOLISIN46240PCCOMMUNITY ASSISTANCE$5,000
INDIANA YOUTH INSTITUTE
603 E WASHINGTON ST STE 800INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$5,000
INDIANAPOLIS ANIMAL CARE SERVICES
2600 S HARDING STINDIANAPOLISIN46221PCCOMMUNITY ASSISTANCE$3,000
INDIANAPOLIS ART CENTER
820 E 67TH STREETINDIANAPOLISIN46220PCCOMMUNITY ASSISTANCE$3,000
INDIANAPOLIS PHILANTHROPHY ALLIANCE
32 E WASHINGTON ST STE 1100INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$750
INDIANAPOLIS SYMPHONY ORCHESTRA
32 E WASHINGTON ST STE 600INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$1,500
INDIANAPOLIS ZOO SOC
1200 WEST WASHINGTON STINDIANAPOLISIN46222PCCONSERVATION OF ENVIRONMENT$4,000
INVENT LEARNING HUB
1849 E PLEASANT RUN PKWY S DRINDIANAPOLISIN46203PCCOMMUNITY ASSISTANCE$1,000
JACK GRIFFIN CHRISTMAS FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240PCCOMMUNITY ASSISTANCE$2,000
JACKSON CENTER FOR CONDUCTIVE EDUCATION
802 SAMUEL MOORE PARKWAYMOORESVILLEIN46158PCEDUCATION$5,000
JAMESON CAMP INC
PO BOX 31156INDIANAPOLISIN46231PCCOMMUNITY ASSISTANCE$5,000
JOE & WILL LAWRENCE LEGACY ART FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240PCCOMMUNITY ASSISTANCE$2,000
JOUBERT SYNDROME & RELATED DISORDERS
1415 WEST AVENUECINCINNATIOH45215PCMEDICAL RESEARCH$2,500
JULIAN CENTER
2011 N MERIDIAN STREETINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$3,000
KEEP INDIANAPOLIS BEAUTIFUL
1029 FLETCHER AVENUE 100INDIANAPOLISIN46203PCCOMMUNITY ASSISTANCE$5,000
KIDS VOICE
9150 HARRISON PARK CT CINDIANAPOLISIN46216PCCOMMUNITY ASSISTANCE$5,000
KIWANIS CHILDREN'S FUND
3636 WOODVIEW TRACEINDIANAPOLISIN46268PCCOMMUNITY ASSISTANCE$5,000
LA LECHE LEAGUE OF INDIANA INC
8552 S 575 WMORGANTOWNIN46160PCCOMMUNITY ASSISTANCE$3,000
LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC
PO BOX 187 116 N MAIN STCULVERIN46511PCCOMMUNITY ASSISTANCE$1,000
LIFESMART YOUTH
615 N ALABAMA ST 228INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$5,000
LIKE A LION
5009 E 21ST STINDIANAPOLISIN46218PCCOMMUNITY ASSISTANCE$3,500
LITTLE RED DOOR
1801 N MERIDIAN STREETINDIANAPOLISIN46202PCSUPPORT MEDICAL FIELD$6,000
LUTHERAN CHILD AND FAMILY SERVICES
1525 N RITTER AVENUEINDIANAPOLISIN46219PCCOMMUNITY ASSISTANCE$5,000
MAMA'S CUPBOARD
206 E 2ND STREETSHERIDANIN46069PCCOMMUNITY ASSISTANCE$5,000
MARILYN'S PLACE NON-FOOD PANTRY
1106 S 8TH STNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$1,500
MARY RIGG NEIGHBORHOOD CENTER
1920 W MORRIS STINDIANAPOLISIN46221PCCOMMUNITY ASSISTANCE$4,000
MURPHY MENTORING GROUP INC
609 E 29TH STINDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$5,000
NAMI-WCI
615 N 18TH ST STE 104LAFAYETTEIN47904PCCOMMUNITY ASSISTANCE$2,500
NATIONAL ORGANIZATION FOR VICTIM ASSISTANCE
510 KING ST 424ALEXANDRIAVA22314PCCOMMUNITY ASSISTANCE$5,000
NOBLESVILLE FIRST UNITED METHODIST CHURCH
2051 MONUMENT STNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$4,000
OPPORTUNITY ENTERPRISES INC
2801 EVANS AVEVALPARAISOIN46383PCCOMMUNITY ASSISTANCE$2,500
OUR LIL' BIT OF HEAVEN
4259 MANGUS RDPOLANDIN47868PCCOMMUNITY ASSISTANCE$2,000
OUTREACH INC
2822 E NEW YORK STREETINDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$5,000
OVERDOSE LIFELINE
7331 LAKESIDE DRIVEINDIANAPOLISIN46278PCCOMMUNITY ASSISTANCE$3,000
PARKVIEW HUNTINGTON FAMILY YMCA
1160 W 500 NHUNTINGTONIN46750PCCOMMUNITY ASSISTANCE$700
PAWS AND THINK
320 N MERIDIAN ST 825INDIANAPOLISIN46204PCCOMMUNITY ASSISTANCE$2,000
PEACE RESTORED INC
460 ST CLAIR STMOORESVILLEIN46158PCCOMMUNITY ASSISTANCE$6,000
PLANNED PARENTHOOD
200 S MERIDIAN ST 400INDIANAPOLISIN46225PCCOMMUNITY ASSISTANCE$3,000
POURHOUSE
350 COMMERCIAL RD STE B-108SAN BERNARDINOCA92408PCCOMMUNITY ASSISTANCE$2,000
PREVAIL INC
1100 S 9TH STREET 100NOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$2,500
RACING FOR ORPHANS WITH DOWNS SYNDROME
3125 N MAIN ST STE 102NORTH LOGANUT84341PCCOMMUNITY ASSISTANCE$1,000
REACH FOR YOUTH INC
3505 WASHINGTON BLVDINDIANAPOLISIN46205PCCOMMUNITY ASSISTANCE$5,000
REFUGE PLACE INDY
918 E MICHIGAN STINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$1,000
REYNOLDS HOUSE
8023 SAN JOSE RDEL PASOTX79915PCCOMMUNITY ASSISTANCE$2,000
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREET STE 200INDIANAPOLISIN46204PCMEDICAL RESEARCH$5,000
RONALD MCDONALD HOUSE OF INDIANA
435 LIMESTONE STREETINDIANAPOLISIN46202PCFAMILY ASSISTANCE$1,000
SAINT FLORIAN CENTER INC
PO BOX 2896INDIANAPOLISIN46206PCCOMMUNITY ASSISTANCE$2,500
SALVATION ARMY
3100 NORTH MERIDIAN STINDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$5,000
SAME AS U
1685 N 10TH STNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$2,500
SAVANNAH SMILES FOUNDATION
1746 AUDUBON DRNEW ALBANYIN47150PCCOMMUNITY ASSISTANCE$3,740
SECOND HELPINGS INC
1121 SOUTHEASTERNINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$5,000
SERVANTS AT WORK INC
PO BOX 68831INDIANAPOLISIN46268PCCOMMUNITY ASSISTANCE$5,500
SHELTERING WINGS
PO BOX 92DANVILLEIN46122PCCOMMUNITY ASSISTANCE$6,500
SHEPHERD'S CENTER OF HAMILTON
1250 CONNER STNOBLESVILLEIN46060PCCOMMUNITY ASSISTANCE$7,000
SING ME A STORY FOUNDATION
1606 PORTER RD STE 300NASHVILLETN37206PCCOMMUNITY ASSISTANCE$3,000
SOCIETY OF ST ANDREW
3383 SWEET HOLLOW RDBIG ISLANDVA24526PCCOMMUNITY ASSISTANCE$4,000
SPENCER PRIDE INC
PO BOX 585SPENCERIN47460PCCOMMUNITY ASSISTANCE$3,000
ST JUDE RESEARCH HOSPITAL
755 W CARMEL DRIVE STE 201CARMELIN46032PCMEDICAL RESEARCH$1,000
ST MARY'S CHILD CENTER
901 DR MLK JR STREETINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$30,000
ST VINCENT DE PAUL INDIANAPOLIS
3001 E 30TH STINDIANAPOLISIN46218PCCOMMUNITY ASSISTANCE$5,000
STARFISH INITIATIVE
6958 HILLSDALE COURTINDIANAPOLISIN46250PCCOMMUNITY ASSISTANCE$5,000
STATE POLICE ALLIANCE (STATE POLICE SWAT FUND)
1415 SHELBY STINDIANAPOLISIN46203PCCOMMUNITY ASSISTANCE$4,000
TEACHERS TREASURES
1800 E 10TH STREETINDIANAPOLISIN46201PCCOMMUNITY ASSISTANCE$6,000
TEENWORKS
2820 N MERIDIAN ST STE 103INDIANAPOLISIN46208PCCOMMUNITY ASSISTANCE$5,000
TETER RETREAT AND ORGANIC FARM
10980 E 221ST STNOBLESVILLEIN46062PCCOMMUNITY ASSISTANCE$5,000
THE CROSSING NATIONAL INC
515 S MAIN STELKHARTIN46516PCCOMMUNITY ASSISTANCE$2,000
THE JOSHUA MOVEMENT - UNITED CHURCH
1101 STAINBACK AVENUENASHVILLETN37207PCCOMMUNITY ASSISTANCE$1,000
THE LGBTQ CENTER
251 E SAMPLE STSOUTH BENDIN46601PCCOMMUNITY ASSISTANCE$2,000
THE LORD'S CUPBOARD
606 BANTA STFRANKLININ46131PCCOMMUNITY ASSISTANCE$1,000
THE MILK BANK
5060 E 62ND ST 128INDIANAPOLISIN46220PCCOMMUNITY ASSISTANCE$39,964
THE PARKS ALLIANCE OF INDIANAPOLIS
3001 N WHITE RIVER PARKWAYINDIANAPOLISIN46222PCCOMMUNITY ASSISTANCE$5,000
TO CURE A ROSE FOUNDATION
235 TOWNES CTDRIPPING SPRINGSTX78620PCCOMMUNITY ASSISTANCE$2,000
TRINITY FREE CLINIC
1045 W 146TH STCARMELIN46032PCCOMMUNITY ASSISTANCE$5,000
UNITED WAY OF EL PASO COUNTY
100 N STANTON ST 500EL PASOTX79901PCCOMMUNITY ASSISTANCE$1,500
UPSTREAM PREVENTION
3209 W SMITH VALLEY RD STE 250GREENWOODIN46142PCCOMMUNITY ASSISTANCE$4,925
VILLAGE OF MERICI INC
5707 LAWTON LOOP EAST DR BOX 22INDIANAPOLISIN46216PCCOMMUNITY ASSISTANCE$3,845
WAYSIDE HOUSE INC
378 NORTHEAST SIXTH AVEDELRAY BEACHFL33483PCCOMMUNITY ASSISTANCE$2,000
WFYI INDIANAPOLIS
1630 NORTH MERIDIAN STINDIANAPOLISIN46202PCCOMMUNITY ASSISTANCE$1,000
ZERO-THE END OF PROSTATE CANCER
515 KING ST SUITE 420ALEXANDRIAVA22314PCCOMMUNITY ASSISTANCE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$738,041TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,473ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$826,746ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$932,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$932,219TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM AND GERRY GRIFFITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13840 EAST 79TH STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Total Contributions$299,143TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2098 SHARES OF APPLE INC CORP STOCKNoncashPropertyDesc
Fair Market Value$299,143FairMarketValueAmt
Received2022-11-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,600DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$150,000$137,288
EQUITIES$4,453,742$5,502,342

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT: CONTRIBUTED SECURITIESDesc
Amt$273,852Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,138$0$1,138
ADMINSTRATION EXPENSES$1,230$0$1,230
PAYROLL FEES$1,705$0$1,705
OFFICE EXPENSE$1,111$0$1,111

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$27,240$27,240$0
BANK FEE$35$35$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$12,815$0$0
PAYROLL TAX$1,379$0$1,379

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