BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRAVE HEART FOUNDATION INC (EIN 27-0720856)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-02
IRS object ID
202102149349100855
Schema version
2020v4.1
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)
Return2021-08-02T13:13:02-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-06-21SignatureDt
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
Preparation2021-06-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,461,142FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$617,817ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$76,768DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,768DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$722,461NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,635,124GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$722,461CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$96OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$96OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,417,142TotalRevAndExpnssAmt
Total Net Invst Incm$799,325TotalNetInvstIncmAmt
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$3,442AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,442AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,762OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,762OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,352TaxesRevAndExpnssAmt
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$7,487OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,330OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,762TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,920TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$669,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$669,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$725,553TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,762TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$695,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$691,589ExcessRevenueOverExpensesAmt
Net Investment Income$775,563NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,443CashBOYAmt
Cash EOY$3,993CashEOYAmt
Cash EOYFMV$3,993CashEOYFMVAmt
Sav And Temp Cash Invst BOY$100,905SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$174,376SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$174,376SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,563,446CorporateStockBOYAmt
Corporate Stock EOY$4,185,014CorporateStockEOYAmt
Corporate Stock EOYFMV$6,282,773CorporateStockEOYFMVAmt
Total Assets BOY$3,671,794TotalAssetsBOYAmt
Total Assets EOY$4,363,383TotalAssetsEOYAmt
Total Assets EOYFMV$6,461,142TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,671,794NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,363,383NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,671,794TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,363,383TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,671,794TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,363,383TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,671,794TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$691,589ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,363,383SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,363,383TotNetAstOrFundBalancesEOYAmt

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$3,594,781$2,912,663$682,118$682,118
CAPITAL GAINS DIVIDENDS$40,343$40,343$40,343P
FieldValueIRS element (for citing)
Capital Gain Net Income$722,461CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,780InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,780SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,780TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,580OverpaymentAmt
Applied To ES Tax$3,580AppliedToESTaxAmt
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$5,784,370AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,358AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,927,728TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,927,728AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,916CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,838,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$291,941MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$291,941MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,780TaxBasedOnInvestmentIncomeAmt
Total Tax$10,780TotalTaxAmt
Distributable Before Adj$281,161DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$281,161DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$281,161DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$695,410ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$695,410QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$695,410AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$281,161DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$196,239ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$202,149ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$198,426ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$315,696ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$307,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,220,466TotalExcessDistributionCyovAmt
Qualifying Distributions$695,410QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$281,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$414,249RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,634,715TotalCorpusAmt
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$196,239ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,438,476ExcessDistriCyovToNextYrAmt
Excess From Year4$202,149ExcessFromYear4Amt
Excess From Year3$198,426ExcessFromYear3Amt
Excess From Year2$315,696ExcessFromYear2Amt
Excess From Year1$307,956ExcessFromYear1Amt
Excess From Current Year$414,249ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 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
ANNUNCIATION HOUSE
815 MYRTLE AVEEL PASOTX79901NONEPUBLICCOMMUNITY ASSITANCE$2,000
ARTS FOR LEARNING
3921 N MERIDIAN STINDIANPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ASCENT 121
PO BOX 1143CARMELIN46082NONEPUBLICCOMMUNITY ASSISTANCE$6,000
ASSISTANCE LEAGUE OF INDIANAPOLIS
1475 E 86TH ST STE EINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ATTITUDINAL HEALING CONNECTION
3278 WEST STOAKLANDCA94608NONEPUBLICCOMMUNITY ASSISTANCE$3,000
BOOTH TARKINGTON CIVIC THEATRE
3 CARTER GREENCARMELIN46032NONEPUBLICCOMMUNITY ASSISTANCE$2,500
BROOKE'S PLACE
50 EAST 91ST STREET 103INDIANAPOLISIN46268NONEPUBLICIMPROVE EDUCATIONAL PROGRAMS$20,000
BULLDOG BLESSING PANTRY
3737 WALDEMERE AVEINDIANAPOLISIN46241NONEPUBLICCOMMUNITY ASSISTANCE$9,000
CAMP HEALING TREE
50 EAST 91ST STREETINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$3,000
CANCER SUPPORT CENTER
5150 WEST 71ST STREETINDIANAPOLISIN46268NONEPUBLICCOMMUNITY ASSISTANCE$5,000
CHAMPIONS OF YOUTH
1201 N LINCOLN ST SUITE DGREENSBURGIN47240NONEPUBLICCOMMUNITY 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
CHRISTAMORE HOUSE
502 NORTH TREMONT STREETINDIANAPOLISIN46222NONEPUBLICOFFER COMMUNITY ASSISTANCE$9,000
COBURN PLACE
604 EAST 38TH STREETINDIANAPOLISIN46205NONEPUBLICOFFER COMMUNITY ASSISTANCE$15,000
COCODA
5055 W 15TH STREETINDIANAPOLISIN46224NONEPUBLICCOMMUNITY ASSISTANCE$5,000
COMMUNITY HEALTH NETWORK FOUNDATION
7910 E WASHINGTON STINDIANAPOLISIN46219NONEPUBLICCOMMUNITY ASSISTANCE$5,000
DAYSPRING CENTER
PO BOX 44105INDIANAPOLISIN46244NONEPUBLICCOMMUNITY ASSISTANCE$20,000
DECATUR COUNTY YMCA
1301 W KATHYS WAYGREENSBURGIN47240NONEPUBLICCOMMUNITY ASSISTANCE$19,500
DESERT ROSE FOUNDATION
PO BOX 1754MARTINSVILLEIN46151NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
DOMESTIC VIOLENCE NETWORK
9245 N MERIDIAN ST 235INDIANAPOLISIN46260NONEPUBLICCOMMUNITY ASSISTANCE$10,000
DOVE RECOVERY HOUSE FOR WOMEN
14 N HIGHLAND AVENUEINDIANPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$12,000
DRESS FOR SUCCESS INDIANAPOLIS INC
820 N MERIDIAN STREEETINDIANAPOLISIN46204NONEPUBLICASSIST IN COMMUNITY$4,800
DYSLEXIA INSTITUTE OF INDIANA
8395 KEYSTONE CROSSINGINDIANAPOLISIN46240NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
EPILEPSY FOUNDATION
1100 W 42ND ST 140INDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$1,000
EVERGLADES COMMUNITY CHURCH
20871 JOHNSON ST101PEMBROKEFL33029NONEPUBLICCOMMUNITY ASSISTANCE$1,000
FAMILY VOICES INDIANA
12175 VISIONARY WAY STE 1360FISHERSIN46038NONEPUBLICCOMMUNITY ASSISTANCE$2,940
FDTN FOR LUTHERERAN CHILD & FAMILY SERVICES
1525 N RITTER AVEINDIANAPOLISIN46219NONEPUBLICCOMMUNITY ASSISTANCE$12,000
FREEWHEELIN COMMUNITY BIKES
3355 CENTRAL AVEINDIANAPOLISIN46205NONEPUBLICCOMMUNITY ASSISTANCE$4,900
FRIENDS OF WHITE RIVER
PO BOX 90171INDIANAPOLISIN46290NONEPUBLICCOMMUNITY ASSISTANCE$500
FUELED FOR SCHOOL
PO BOX 373NOBLESVILLEIN46061NONEPUBLICCOMMUNITY ASSISTANCE$9,000
GENDERNEXUS INC
1100 W 42ND STINDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
GLEANERS FOOD BANK
1102 EAST 16TH STREETINDIANAPOLISIN46202NONEPUBLICOFFER COMMUNITY ASSISTANCE$15,500
GOOD SAMARITAN NETWORK
12933 PARKSIDE DRIVEFISHERSIN46038NONEPUBLICASSIST IN COMMUNITY$9,000
GOODWILL INDUSTRIES OF CENTRAL INDIANA
1635 W MICHIGAN STINDIANAPOLISIN46222NONEPUBLICCOMMUNITY ASSISTANCE$10,000
GRACEPOINT RESOURCE CENTER LLC
204 W WASHINGTON ST 1RENSSELEARIN47978NONEPUBLICCOMMUNITY ASSISTANCE$3,500
GREEN CROSS ACADEMY OF TRAUMATOLOGY
2001 JEFFERSON DAVIS HIGHWAY STEARLINGTONVA22202NONEPUBLICCOMMUNITY ASSISTANCE$5,000102
HAMILTON COUNTY SHERIFF'S CHAPLIANCY
18100 CUMBERLAND RDNOBLESVILLEIN46060NONEPUBLICSUPPORT RELIGIOUS PROGRAMS$8,000
HANCOCK COUNTY CHILDREN'S CHOIR
2271 S MOELLER CIRCLENEW PALESTINEIN46163NONEPUBLICCOMMUNITY ASSISTANCE$3,500
HOLY FAMILY SHELTER
907 N HOLMES AVEINDIANAPOLISIN46222NONEPUBLICCOMMUNITY ASSISTANCE$14,000
HOMELESS INITIATIVE PROGRAM
3908 MEADOWS DR 2ND FLINDIANAPOLISIN46205NONEPUBLICCOMMUNITY ASSISTANCE$9,000
HOOSIERS FEEDING THE HUNGRY
4490A IN-327CARUNNAIN46730NONEPUBLICCOMMUNITY 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
HORIZON HOUSE INC
1033 E WASHINGTON STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$16,000
HUMANE SOCIETY OF EL PASO TX
4991 FRED WILSON AVEEL PASOTX79906NONEPUBLICCOMMUNITY ASSISTANCE$1,000
HUMANE SOCIETY OF HAMILTON COUNTY
1721 PLEASANT STREETNOBLESVILLEIN46060NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
HUMANE SOCIETY OF INDIANAPOLIS
7929 N MICHIGAN ROADINDIANAPOLISIN46268NONEPUBLICASSIST IN COMMUNITY$18,000
INDIANA BLIND CHILDREN'S FOUNDATION
7725 N COLLEGE AVENUEINDIANAPOLISIN46240NONEPUBLICCHILD 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$12,500
INDIANA CRISIS ASSISTANCE RESPONSE
PO BOX 44168INDIANAPOLISIN46244NONEPUBLICCOMMUNITY ASSISTANCE$2,000
INDIANA MASONIC HOME INC
690 STATE STFRANKLININ46131NONEPUBLICCOMMUNITY ASSISTANCE$1,000
INDIANAPOLIS OASIS INC
10800 E WASHINGTON STINDIANAPOLISIN46229NONEPUBLICCOMMUNITY ASSISTANCE$3,750
INDIANAPOLIS ZOO SOC
1200 WEST WASHINGTON STINDIANAPOLISIN46222NONEPUBLICCONSERVATION OF ENVIRONMENT$8,000
JACK GRIFFIN CHRISTMAS FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$1,500
JACKSON CENTER FOR CONDUCTIVE EDUCATION
802 SAMUEL MOORE PARKWAYMOORESVILLEIN46158NONEPUBLICEDUCATION$10,000
JAMESON CAMP INC
PO BOX 31156INDIANAPOLISIN46231NONEPUBLICOFFER COMMUNITY ASSISTANCE$10,000
JOE & WILL LAWRENCE LEGACY ART FUND
8425 WOODFIELD CROSSING BLVDINDIANAPOLISIN46240NONEPUBLICCOMMUNITY ASSISTANCE$2,000
JOUBERT SYNDROME & RELATED DISORDERS
1415 WEST AVENUECINCINNATIOH45215NONEPUBLICMEDICAL RESEARCH$3,000
JULIAN CENTER
2011 N MERIDIAN STREETINDIANAPOLISIN46202NONEPUBLICOFFER COMMUNITY ASSISTANCE$11,500
KEEP INDIANAPOLIS BEAUTIFUL
1029 FLETCHER AVENUE 100INDIANAPOLISIN46203NONEPUBLICOFFER COMMUNITY ASSISTANCE$5,000
KIDS VOICE
9150 HARRISON PARK CT CINDIANAPOLISIN46216NONEPUBLICCOMMUNITY ASSISTANCE$3,100
LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC
PO BOX 187 116 N MAIN STCULVERIN46511NONEPUBLICCOMMUNITY ASSISTANCE$1,000
LIFESMART YOUTH
615 N ALABAMA ST 228INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$5,000
LITTLE RED DOOR
1801 N MERIDIAN STREETINDIANAPOLISIN46202NONEPUBLICSUPPORT MEDICAL FIELD$5,000
LUTHERAN CHILD AND FAMILY SERVICES
1525 N RITTER AVENUEINDIANAPOLISIN46219NONEPUBLICOFFER COMMUNITY ASSISTANCE$2,000
MAMA'S CUPBOARD
206 E 2ND STREETSHERIDANIN46069NONEPUBLICCOMMUNITY ASSISTANCE$9,000
MARTIN LUTHER KING COMMUNITY CENTER
40 W 40TH STREETINDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
MID-NORTH FOOD PANTRY
3333 N MERIDIAN STINDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$9,000
MIDWEST FOOD BANK
6450 S BELMONT AVEINDIANAPOLISIN46217NONEPUBLICCOMMUNITY ASSISTANCE$9,000
MIGHTY HEARTS PROJECT
PO BOX 335NEWBURY PARKCA91319NONEPUBLICCOMMUNITY ASSISTANCE$5,000
NAMI INDIANA INC
2601 COLD SPRINGS ROADINDIANAPOLISIN46222NONEPUBLICCOMMUNITY ASSISTANCE$5,000
NATIONAL ORGANIZATION FOR VICTIM ASSISTANCE
510 KING ST 424ALEXANDRIAVA22314NONEPUBLICCOMMUNITY ASSISTANCE$5,000
NOBLE
7701 E 21ST STINDIANAPOLISIN46219NONEPUBLICCOMMUNITY ASSISTANCE$5,000
OUR LIL' BIT OF HEAVEN
4259 MANGUS RDPOLANDIN47868NONEPUBLICCOMMUNITY ASSISTANCE$2,500
OUR SUPPORT FOR CHILDREN IN NEED
229 SE 2ND AVEDELRAY BEACHFL33483NONEPUBLICCOMMUNITY ASSISTANCE$500
OUTREACH INC
2822 E NEW YORK STREETINDIANAPOLISIN46204NONEPUBLICASSIST IN COMMUNITY$5,000
OVERDOSE LIFELINE
7331 LAKESIDE DRIVEINDIANAPOLISIN46278NONEPUBLICCOMMUNITY ASSISTANCE$3,000
PAWS AND THINK
320 N MERIDIAN ST 825INDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$2,000
PLANNED PARENTHOOD
200 S MERIDIAN ST 400INDIANAPOLISIN46225NONEPUBLICCOMMUNITY ASSISTANCE$3,000
POORHOUSE
350 COMMERCIAL RD STE B-108SAN BERNARDINOCA92408NONEPUBLICCOMMUNITY ASSISTANCE$1,000
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
REFUGE PLACE INDY
918 E MICHIGAN STINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$1,000
REYNOLDS HOUSE
8023 SAN JOSE RDEL PASOTX79915NONEPUBLICCOMMUNITY ASSISTANCE$7,000
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$21,000
SCHOOL ON WHEELS CORP
2605 E 62ND STREET STE 2005INDIANAPOLISIN46220NONEPUBLICCOMMUNITY ASSISTANCE$5,000
SECOND HELPINGS INC
1121 SOUTHEASTERNINDIANAPOLISIN46202NONEPUBLICASSIST IN COMMUNITY$17,000
SECOND PRESBYTERIAN CHURCH
7700 N MERIDIAN STINDIANAPOLISIN46260NONEPUBLICCOMMUNITY ASSISTANCE$9,000
SHELTERING WINGS
PO BOX 92DANVILLEIN46122NONEPUBLICCOMMUNITY ASSISTANCE$10,000
SOCIETY OF ST ANDREW
3383 SWEET HOLLOW RDBIG ISLANDVA24526NONEPUBLICCOMMUNITY ASSISTANCE$3,500
SOCIETY OF ST VINCENT DE PAUL
3001 E 30TH STINDIANAPOLISIN46218NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ST MARY'S CHILD CENTER
901 DR MLK JR STREETINDIANAPOLISIN46202NONEPUBLICCOMMUNITY ASSISTANCE$5,000
ST VINCENT DEPAUL SOCIETY OF ST JOSEPH COUNTY
520 CRESCENT AVESOUTH BENDIN46617NONEPUBLICCOMMUNITY ASSISTANCE$5,000
STATE POLICE ALLIANCE
1415 SHELBY STINDIANAPOLISIN46203NONEPUBLICCOMMUNITY ASSISTANCE$3,000
TEACHERS TREASURES
1800 E 10TH STREETINDIANAPOLISIN46201NONEPUBLICCOMMUNITY ASSISTANCE$5,000
TEENWORKS
2820 N MERIDIAN ST STE 103INDIANAPOLISIN46208NONEPUBLICCOMMUNITY ASSISTANCE$5,000
THE SHEPHERD'S CENTER FOR HAMILTON COUNTY
1250 CONNER STNOBLESVILLEIN46060NONEPUBLICCOMMUNITY ASSISTANCE$5,500
TROOPER BARTUM MEMORIAL FUND
PO BOX 24123SPEEDWAYIN46224NONEPUBLICCOMMUNITY ASSISTANCE$5,000
UNITED METHODIST COMMITTEE ON RELIEF
475 RIVERSIDE DRIVENEW YORKNY10015NONEPUBLICCOMMUNITY ASSISTANCE$5,000
WHEELER MISSION
205 E NEW YORK STINDIANAPOLISIN46204NONEPUBLICCOMMUNITY ASSISTANCE$9,000
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$669,490TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,768ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$96RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$722,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$799,229ExclusionAmt
Related Or Exempt Function Incm$96RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$799,325TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
WILLIAM AND GERRY GRIFFITH
13922 EAST 79TH STREETINDIANAPOLISIN46240$300,853Yes (X)
RP GRIFFITH TRUST FBO GERD GRIFFITH
2320 N MERIDIAN ST STE 700INDIANAPOLISIN46204$155,009Yes (X)
WC GRIFFITH TRUST FBO GERD GRIFFITH
3320 N MERIDIAN ST STE 700INDIANAPOLISIN46204$161,955Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1392 SHARES OF MICROSOFT CORPNoncashPropertyDesc
Fair Market Value$300,853FairMarketValueAmt
Received2020-11-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,442Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,442DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,185,014EOYBookValueAmt
EOYFMV$6,282,773EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,157$0$0
ADMINSTRATION EXPENSES$912$0$912
PAYROLL FEES$1,150$0$1,150
OFFICE EXPENSE$4,268$0$4,268

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNATIONAL BANK OF INDIANAPOLISDesc
Revenue And Expenses Per Books$96RevenueAndExpensesPerBooksAmt
Net Investment Income$96NetInvestmentIncomeAmt
Adjusted Net Income$96AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$23,762Amt
Net Investment Income$23,762NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$1,204$0$0
PAYROLL TAX$1,148$0$1,148

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