BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRAVE HEART FOUNDATION INC (EIN 27-0720856)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-01
IRS object ID
202222139349100607
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-01T10:19:24-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-06-24SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARITY E INGLIS CPAPreparerPersonNm
PTINP00203195PTIN
Phone3178424466PhoneNum
Preparation2022-06-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,852,017FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$406,895ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$92,094DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,094DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$712,483NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,814,952GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$712,483CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,211,472TotalRevAndExpnssAmt
Total Net Invst Incm$804,577TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,508AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,508AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,154OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,154OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,148TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,148TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$4,020OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,513OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,375OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,154TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,031TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$521,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$521,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$588,593TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,154TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$543,281TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$622,879ExcessRevenueOverExpensesAmt
Net Investment Income$776,423NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,993CashBOYAmt
Cash EOY$8,649CashEOYAmt
Cash EOYFMV$8,649CashEOYFMVAmt
Sav And Temp Cash Invst BOY$174,376SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$325,127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$325,127SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,185,014CorporateStockBOYAmt
Corporate Stock EOY$4,652,486CorporateStockEOYAmt
Corporate Stock EOYFMV$7,518,241CorporateStockEOYFMVAmt
Total Assets BOY$4,363,383TotalAssetsBOYAmt
Total Assets EOY$4,986,262TotalAssetsEOYAmt
Total Assets EOYFMV$7,852,017TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,363,383NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,986,262NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,363,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,986,262TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,363,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,986,262TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,363,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$622,879ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,986,262SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,986,262TotNetAstOrFundBalancesEOYAmt

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$2,708,305$2,102,469$605,836$605,836
CAPITAL GAINS DIVIDENDS$106,647$106,647$106,647P
FieldValueIRS element (for citing)
Capital Gain Net Income$712,483CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,792InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,792SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,792TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,580EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,815ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,395TotalPaymentsAndCreditsAmt
Es Penalty$147EsPenaltyAmt
Overpayment$5,456OverpaymentAmt
Applied To ES Tax$5,456AppliedToESTaxAmt
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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$15,000$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$6,900,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$256,073AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,156,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,156,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$107,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,049,231NetVlNoncharitableAssetsAmt
Minimum Investment Return$352,462MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$352,462MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,792TaxBasedOnInvestmentIncomeAmt
Total Tax$10,792TotalTaxAmt
Distributable Before Adj$341,670DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$341,670DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$341,670DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$543,281ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$543,281QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$341,670DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$202,149ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$198,426ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$315,696ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$307,956ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$414,249ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,438,476TotalExcessDistributionCyovAmt
Qualifying Distributions$543,281QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$341,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$201,611RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,640,087TotalCorpusAmt
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$202,149ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,437,938ExcessDistriCyovToNextYrAmt
Excess From Year4$198,426ExcessFromYear4Amt
Excess From Year3$315,696ExcessFromYear3Amt
Excess From Year2$307,956ExcessFromYear2Amt
Excess From Year1$414,249ExcessFromYear1Amt
Excess From Current Year$201,611ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 BLACK MEN OF INDIANAPOLIS
3901 N MERIDIAN ST 10INDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$500
91 PLACE INC
6041 DEWEY AVEINDIANAPOLISIN46219NONEPUBLICCOMMUNITY ASSISTANCE$4,800
ALLIES INC
PO BOX 531965INDIANAPOLISIN46253NONEPUBLICCOMMUNITY ASSISTANCE$5,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPUBLICCOMMUNITY ASSISTANCE$3,900
AMIGOS
1800 WEST LOOP SOUTH STE 1325HOUSTONTX77027NONEPUBLICCOMMUNITY ASSISTANCE$1,500
ANNUNCIATION HOUSE
815 MYRTLE AVEEL PASOTX79901NONEPUBLICCOMMUNITY ASSITANCE$2,000
ASCENT 121
PO BOX 1143CARMELIN46082NONEPUBLICCOMMUNITY ASSISTANCE$2,000
ASSISTANCE LEAGUE OF INDIANAPOLIS
1475 E 86TH ST STE EINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ATHLEAD INDY INC
8103 TANAGER CTINDIANAPOLISIN46256NONEPUBLICCOMMUNITY ASSISTANCE$1,500
ATTITUDINAL HEALING CONNECTION
3278 WEST STOAKLANDCA94608NONEPUBLICCOMMUNITY ASSISTANCE$3,000
AVONDALE MEADOWS ACADEMY INC
3980 MEADOWS DRINDIANAPOLISIN46205NONEPUBLICCOMMUNITY ASSISTANCE$5,000
BACK ON MY FEET
100 SOUTH BROAD ST SUITE 2136PHILADELPHIAPA19110NONEPUBLICCOMMUNITY ASSISTANCE$1,500
BACKLIGHT PRODUCTIONS
2114 QUAIL COURTFRANKLINTN37064NONEPUBLICCOMMUNITY ASSISTANCE$1,000
BLATCHLEY NATURE STUDY CLUB INC
125 BOULDER DRNOBLESVILLEIN46060NONEPUBLICCOMMUNITY ASSISTANCE$3,500
BROOKE'S PLACE
50 EAST 91ST STREET 103INDIANAPOLISIN46268NONEPUBLICIMPROVE EDUCATIONAL PROGRAMS$10,000
CENTER FOR VICTIM AND HUMAN RIGHTS
9245 N MERIDIAN ST 235INDIANAPOLISIN46260NONEPUBLICCOMMUNITY ASSISTANCE$5,000
CHARITABLE ALLIES INC
9100 PURDUE ROAD STE 115INDIANAPOLISIN46268NONEPUBLICCOMMUNITY ASSISTANCE$5,000
CHILD ADVOCATES
8200 HAVERSTICK RD STE 240INDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$5,000
CHILDREN'S BUREAU INC
1575 DR MLK JR STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$5,000
CHILDRENS THERAPLAY FOUNDATION INC
9919 TOWNE RDCARMELIN46032NONEPUBLICCOMMUNITY ASSISTANCE$3,000
COBURN PLACE
604 EAST 38TH STREETINDIANAPOLISIN46205NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
COCODA
5055 W 15TH STREETINDIANAPOLISIN46224NONEPUBLICCOMMUNITY ASSISTANCE$10,000
COLUMBUS RECREATION AND PARKS FOUNDATION
1111 E BROAD ST STE 203COLUMBUSOH43205NONEPUBLICCOMMUNITY ASSISTANCE$500
CULTURE THRU EXPRESSIONS INC
3119 N SHERMAN DRINDIANAPOLISIN46218NONEPUBLICCOMMUNITY ASSISTANCE$1,500
DAMIEN CENTER
26 N ARSENAL AVEINDIANAPOLISIN46201NONEPUBLICCOMMUNITY ASSISTANCE$2,500
DAYSPRING CENTER
PO BOX 44105INDIANAPOLISIN46244NONEPUBLICCOMMUNITY ASSISTANCE$5,000
DEARBORN COUNTY CLEARING HOUSE FOR EMERGENCY AID INC
PO BOX 478AURORAIN47001NONEPUBLICCOMMUNITY ASSISTANCE$3,000
DECATUR COUNTY YMCA
1301 W KATHYS WAYGREENSBURGIN47240NONEPUBLICCOMMUNITY ASSISTANCE$6,500
DESERT ROSE FOUNDATION
PO BOX 1754MARTINSVILLEIN46151NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
DOVE RECOVERY HOUSE FOR WOMEN
14 N HIGHLAND AVENUEINDIANPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$8,000
DRESS FOR SUCCESS INDIANAPOLIS INC
820 N MERIDIAN STREEETINDIANAPOLISIN46204NONEPUBLICASSIST IN COMMUNITY$5,000
DYSLEXIA INSTITUTE OF INDIANA
8395 KEYSTONE CROSSINGINDIANAPOLISIN46240NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
EDGE 21 INC
3645 S COUNTY RD 200 WGREENCASTLEIN46135NONEPUBLICCOMMUNITY ASSISTANCE$2,500
EPILEPSY FOUNDATION
1100 W 42ND ST 140INDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$2,500
EVERGLADES COMMUNITY CHURCH
20871 JOHNSON ST101PEMBROKEFL33029NONEPUBLICCOMMUNITY ASSISTANCE$1,000
EXODUS REFUGEE IMMIGRATION
1125 E BROOKSIDE AVE C9INDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$5,000
FAMILIES FIRST
2240 N MERIDIAN STINDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$1,000
FLETCHER PLACE COMMUNITY CENTER
1637 PROSPECT STINDIANAPOLISIN46203NONEPUBLICCOMMUNITY ASSISTANCE$5,000
FRIENDS OF WHITE RIVER
PO BOX 90171INDIANAPOLISIN46290NONEPUBLICCOMMUNITY ASSISTANCE$500
GENNESARET FREE CLINICS
615 N ALABAMA ST 136INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$5,000
GLEANERS FOOD BANK
1102 EAST 16TH STREETINDIANAPOLISIN46202NONEPUBLICOFFER COMMUNITY ASSISTANCE$9,000
GOOD SAMARITAN NETWORK
12933 PARKSIDE DRIVEFISHERSIN46038NONEPUBLICASSIST IN COMMUNITY$1,000
GRACEPOINT RESOURCE CENTER LLC
204 W WASHINGTON ST 1RENSSELEARIN47978NONEPUBLICCOMMUNITY ASSISTANCE$5,000
GREEN CROSS ACADEMY OF TRAUMATOLOGY
2001 JEFFERSON DAVIS HIGHWAY STEARLINGTONVA22202NONEPUBLICCOMMUNITY ASSISTANCE$5,000102
HAMILTON COUNTY SHERIFF'S CHAPLIANCY
18100 CUMBERLAND RDNOBLESVILLEIN46060NONEPUBLICSUPPORT RELIGIOUS PROGRAMS$5,000
HANCOCK COUNTY CHILDREN'S CHOIR
2271 S MOELLER CIRCLENEW PALESTINEIN46163NONEPUBLICCOMMUNITY ASSISTANCE$3,750
HAPPY HOLLOW CHILD CAMP
615 N ALABAMA STREETINDIANAPOLISIN46204NONEPUBLICIMPROVE EDUCATIONAL PROGRAMS$5,000
HAWTHORNE SOCIAL SERVICE ASSOCIATION
2440 W OHIO STINDIANAPOLISIN46222NONEPUBLICCOMMUNITY ASSISTANCE$5,000
HEAR INDIANA
4740 KINGSWAY DR 33INDIANAPOLISIN46205NONEPUBLICCOMMUNITY ASSISTANCE$2,500
HERRON HIGH SCHOOL
110 E 16TH STREETINDIANAPOLISIN46202NONEPUBLICEDUCATION$5,000
HOLY FAMILY SHELTER
907 N HOLMES AVEINDIANAPOLISIN46222NONEPUBLICCOMMUNITY ASSISTANCE$5,000
HOPE ACADEMY
8102 CLEARVISTA PKWYINDIANAPOLISIN46256NONEPUBLICCOMMUNITY ASSISTANCE$5,000
HOPE CRISIS RESPONSE NETW
PO BOX 2123ELKHARTIN46515NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
HOPE FAMILY CARE CENTER
270 W JACKSON STCICEROIN46034NONEPUBLICCOMMUNITY ASSISTANCE$5,000
HOPECAM
12100 SUNSET HILLS RD C10RESTONVA20190NONEPUBLICCOMMUNITY ASSISTANCE$2,500
HORIZON HOUSE INC
1033 E WASHINGTON STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$9,000
HUMANE SOCIETY OF EL PASO TX
4991 FRED WILSON AVEEL PASOTX79906NONEPUBLICCOMMUNITY ASSISTANCE$1,000
HUMANE SOCIETY OF INDIANAPOLIS
7929 N MICHIGAN ROADINDIANAPOLISIN46268NONEPUBLICASSIST IN COMMUNITY$8,000
INDIANA BLIND CHILDREN'S FOUNDATION
7725 N COLLEGE AVENUEINDIANAPOLISIN46240NONEPUBLICCHILD ASSISTANCE$2,000
INDIANA CANINE ASSISTANT NETWORK INC
5100 CHARLES CTZIONSVILLEIN46077NONEPUBLICCOMMUNITY ASSISTANCE$5,000
INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE
4607 E 106 STREETCARMELIN46033NONEPUBLICCOMMUNITY ASSISTANCE$12,500
INDIANA COALITION TO END SEXUAL ASSAULT
9245 N MERIDIAN ST 227INDIANAPOLISIN46260NONEPUBLICCOMMUNITY ASSISTANCE$7,500
INDIANA CRISIS ASSISTANCE RESPONSE
PO BOX 44168INDIANAPOLISIN46244NONEPUBLICCOMMUNITY ASSISTANCE$1,000
INDIANA WOMEN IN NEED FOUNDATION INC
8515 CEDAR PL DR 103AINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$4,800
INDIANA YOUTH INSTITUTE
603 E WASHINGTON ST STE 800INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$5,000
INDIANAPOLIS ART CENTER
820 E 67TH STREETINDIANAPOLISIN46220NONEPUBLICCOMMUNITY ASSISTANCE$3,000
INDIANAPOLIS ZOO SOC
1200 WEST WASHINGTON STINDIANAPOLISIN46222NONEPUBLICCONSERVATION OF ENVIRONMENT$8,000
JACK GRIFFIN CHRISTMAS FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$2,000
JACKSON CENTER FOR CONDUCTIVE EDUCATION
802 SAMUEL MOORE PARKWAYMOORESVILLEIN46158NONEPUBLICEDUCATION$5,000
JAMESON CAMP INC
PO BOX 31156INDIANAPOLISIN46231NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
JOE & WILL LAWRENCE LEGACY ART FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$2,000
JOUBERT SYNDROME & RELATED DISORDERS
1415 WEST AVENUECINCINNATIOH45215NONEPUBLICMEDICAL RESEARCH$5,000
JOY'S HOUSE
2028 E BROAD RIPPLE AVEINDIANAPOLISIN46220NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
JULIAN CENTER
2011 N MERIDIAN STREETINDIANAPOLISIN46202NONEPUBLICOFFER COMMUNITY ASSISTANCE$3,000
KEEP INDIANAPOLIS BEAUTIFUL
1029 FLETCHER AVENUE 100INDIANAPOLISIN46203NONEPUBLICOFFER COMMUNITY ASSISTANCE$2,500
KIDS DANCE OUTREACH INC
465 N MERIDIAN ST 44801INDIANAPOLISIN46244NONEPUBLICCOMMUNITY ASSISTANCE$5,000
KIDS VOICE
9150 HARRISON PARK CT CINDIANAPOLISIN46216NONEPUBLICCOMMUNITY ASSISTANCE$5,000
LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC
PO BOX 187 116 N MAIN STCULVERIN46511NONEPUBLICCOMMUNITY ASSISTANCE$1,000
LEARN MORE CENTER INC
PO BOX 272NORTH MANCHESTERIN46962NONEPUBLICCOMMUNITY ASSISTANCE$5,000
LIFESMART YOUTH
615 N ALABAMA ST 228INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$5,000
LITTLE RED DOOR
1801 N MERIDIAN STREETINDIANAPOLISIN46202NONEPUBLICSUPPORT MEDICAL FIELD$6,000
LUTHERAN CHILD AND FAMILY SERVICES
1525 N RITTER AVENUEINDIANAPOLISIN46219NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
MARION COUNTY COMMISON ON YOUTH
1375 W 16TH STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$5,000
MARTIN LUTHER KING COMMUNITY CENTER
40 W 40TH STREETINDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
MARY RIGG NEIGHBORHOOD CENTER
1920 W MORRIS STINDIANAPOLISIN46221NONEPUBLICCOMMUNITY ASSISTANCE$4,000
MENTAL HEALTH ASSOC OF GREATER CHICAGO
6323 N AVONDALE STE 252CHICAGOIL60631NONEPUBLICCOMMUNITY ASSISTANCE$2,500
MINNIE'S FOOD PANTRY INC
671 18TH STPLANOTX75074NONEPUBLICCOMMUNITY ASSISTANCE$2,000
NATIONAL JUNIOR TENNIS & LEAGUE OF INDIANAPOLIS INC
1310 E 96TH ST STE 100INDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$2,000
NATIONAL ORGANIZATION FOR VICTIM ASSISTANCE
510 KING ST 424ALEXANDRIAVA22314NONEPUBLICCOMMUNITY ASSISTANCE$5,000
NOBLE
7701 E 21ST STINDIANAPOLISIN46219NONEPUBLICCOMMUNITY ASSISTANCE$5,000
NOBLESVILLE FIRST UNITED METHODIST CHURCH
2051 MONUMENT STNOBLESVILLEIN46060NONEPUBLICCOMMUNITY ASSISTANCE$1,500
OUR CALLING MINISTRIES
8941 S COBBLEMOOR LNSANDYUT84093NONEPUBLICCOMMUNITY ASSISTANCE$2,000
OUR LIL' BIT OF HEAVEN
4259 MANGUS RDPOLANDIN47868NONEPUBLICCOMMUNITY ASSISTANCE$2,000
OUTREACH INC
2822 E NEW YORK STREETINDIANAPOLISIN46204NONEPUBLICASSIST IN COMMUNITY$5,000
OVERDOSE LIFELINE
7331 LAKESIDE DRIVEINDIANAPOLISIN46278NONEPUBLICCOMMUNITY ASSISTANCE$3,000
PARKVIEW HUNTINGTON FAMILY YMCA
1160 W 500 NHUNTINGTONIN46750NONEPUBLICCOMMUNITY ASSISTANCE$500
PAWS AND THINK
320 N MERIDIAN ST 825INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$2,000
PEACE RESTORED INC
460 ST CLAIR STMOORESVILLEIN46158NONEPUBLICCOMMUNITY ASSISTANCE$1,000
PEOPLE LOVING NASHVILLE
3511 GALLATIN PIKE STE 105NASHVILLETN37216NONEPUBLICCOMMUNITY ASSISTANCE$1,000
PLANNED PARENTHOOD
200 S MERIDIAN ST 400INDIANAPOLISIN46225NONEPUBLICCOMMUNITY ASSISTANCE$3,000
POURHOUSE
350 COMMERCIAL RD STE B-108SAN BERNARDINOCA92408NONEPUBLICCOMMUNITY ASSISTANCE$2,000
PREVAIL INC
1100 S 9TH STREET 100NOBLESVILLEIN46060NONEPUBLICCOMMUNITY ASSISTANCE$2,500
RACING FOR ORPHANS WITH DOWNS SYNDROME
3125 N MAIN ST STE 102NORTH LOGANUT84341NONEPUBLICCOMMUNITY ASSISTANCE$1,000
REACH FOR YOUTH INC
3505 WASHINGTON BLVDINDIANAPOLISIN46205NONEPUBLICCOMMUNITY ASSISTANCE$5,000
REFUGE PLACE INDY
918 E MICHIGAN STINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$1,000
REYNOLDS HOUSE
8023 SAN JOSE RDEL PASOTX79915NONEPUBLICCOMMUNITY ASSISTANCE$2,000
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREET STE 200INDIANAPOLISIN46204NONEPUBLICMEDICAL RESEARCH$5,000
RONALD MCDONALD HOUSE OF INDIANA
435 LIMESTONE STREETINDIANAPOLISIN46202NONEPUBLICFAMILY ASSISTANCE$1,000
SALVATION ARMY
3100 NORTH MERIDIAN STINDIANAPOLISIN46208NONEPUBLICOFFER COMMUNITY ASSISTANCE$8,000
SCHOOL ON WHEELS CORP
2605 E 62ND STREET STE 2005INDIANAPOLISIN46220NONEPUBLICCOMMUNITY ASSISTANCE$5,000
SECOND HELPINGS INC
1121 SOUTHEASTERNINDIANAPOLISIN46202NONEPUBLICASSIST IN COMMUNITY$5,000
SERVANTS AT WORK INC
PO BOX 68831INDIANAPOLISIN46268NONEPUBLICCOMMUNITY ASSISTANCE$4,500
SHELTERING WINGS
PO BOX 92DANVILLEIN46122NONEPUBLICCOMMUNITY ASSISTANCE$6,500
SING ME A STORY FOUNDATION
1606 PORTER RD STE 300NASHVILLETN37206NONEPUBLICCOMMUNITY ASSISTANCE$1,000
SOCIETY OF ST ANDREW
3383 SWEET HOLLOW RDBIG ISLANDVA24526NONEPUBLICCOMMUNITY ASSISTANCE$4,000
SOUTH INDY QUALITY OF LIFE PLAN
1125 CRUFT STINDIANAPOLISIN46203NONEPUBLICCOMMUNITY ASSISTANCE$5,000
SPENCER PRIDE INC
PO BOX 585SPENCERIN47460NONEPUBLICCOMMUNITY ASSISTANCE$2,500
ST JOSEPH INSTITUTE FOR THE DEAF
9192 WALDEMAR RDINDIANAPOLISIN46268NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ST MARY'S CHILD CENTER
901 DR MLK JR STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$5,000
STATE POLICE ALLIANCE
1415 SHELBY STINDIANAPOLISIN46203NONEPUBLICCOMMUNITY ASSISTANCE$3,000
TEAM WESTERN KENTUCKY TORNADO RELIEF FUND
500 METRO ST 218 NCFRANKFORTKY40601NONEPUBLICCOMMUNITY ASSISTANCE$10,000
TEENWORKS
2820 N MERIDIAN ST STE 103INDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
TETER RETREAT AND ORGANIC FARM
10980 E 221ST STNOBLESVILLEIN46062NONEPUBLICCOMMUNITY ASSISTANCE$1,500
THE CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRAUSTINTX78744NONEPUBLICCOMMUNITY ASSISTANCE$2,000
THE LORD'S CUPBOARD
606 BANTA STFRANKLININ46131NONEPUBLICCOMMUNITY ASSISTANCE$1,000
THE SHEPHERD'S CENTER FOR HAMILTON COUNTY
1250 CONNER STNOBLESVILLEIN46060NONEPUBLICCOMMUNITY ASSISTANCE$7,000
TOMMY KRAEMER MEMORIAL FUND
603 LEAMING AVENORTH CAPE MAYNJ08204NONEPUBLICCOMMUNITY ASSISTANCE$2,000
TRINITY FREE CLINIC
1045 W 146TH STCARMELIN46032NONEPUBLICCOMMUNITY ASSISTANCE$3,000
TROOPER BARTUM MEMORIAL FUND
PO BOX 24123SPEEDWAYIN46224NONEPUBLICCOMMUNITY ASSISTANCE$5,000
UNITED WAY OF EL PASO COUNTY
100 N STANTON ST 500EL PASOTX79901NONEPUBLICCOMMUNITY ASSISTANCE$2,000
VANDERBURGH COUNTY CASA
600 SE 6TH STEVANSVILLEIN47713NONEPUBLICCOMMUNITY ASSISTANCE$2,000
WAYSIDE HOUSE INC
378 NORTHEAST SIXTH AVEDELRAY BEACHFL33483NONEPUBLICCOMMUNITY ASSISTANCE$2,000
WFYI INDIANAPOLIS
1630 NORTH MERIDIAN STINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$1,000
YOUTH LINK SOUTHERN INDIANA
4403 HAMBURG PIKE STE CJEFFERSONVILLEIN47130NONEPUBLICCOMMUNITY ASSISTANCE$1,500
ZERO-THE END OF PROSTATE CANCER
515 KING ST SUITE 420ALEXANDRIAVA22314NONEPUBLICCOMMUNITY ASSISTANCE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$521,250TotalGrantOrContriPdDurYrAmt
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$92,094ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$712,483ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$804,577ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$804,577TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4HELPS PROVIDE FOR LONGEVITY OF FOUNDATION
8HELPS PROVIDE FOR LONGEVITY OF FOUNDATION

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$406,865TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1274 SHARES OF DANAHER CORP STOCKNoncashPropertyDesc
Fair Market Value$406,865FairMarketValueAmt
Received2021-12-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,508Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,508DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,652,486EOYBookValueAmt
EOYFMV$7,518,241EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,138$0$0
ADMINSTRATION EXPENSES$518$0$518
PAYROLL FEES$1,308$0$1,308
OFFICE EXPENSE$549$0$549

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$28,154Amt
Net Investment Income$28,154NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$12,000$0$0
PAYROLL TAX$1,148$0$1,148

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