BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-23
- IRS object ID
- 201722359349100102
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-23T08:28:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8555 NORTH RIVER ROAD SUITE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270720856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRAVE HEART FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAV | BusinessNameControlTxt |
| Phone | 3173664631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8425 WOODFIELD CROSSING BLVD NO 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY GRIFFITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3173664631 | PhoneNum |
| Signature | 2017-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A MCDANIEL CPA | PreparerPersonNm |
| PTIN | P00271314 | PTIN |
| Phone | 3178424466 | PhoneNum |
| Preparation | 2017-06-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.96.66.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-13 | IPDt |
| IP Tm | 15:12:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D403DF6FEA609E4B0ECAEB40FE75079F341E575B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 225D14371716EDC5D44B15B7D4A726ADCEB12AD2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,149,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $301,762 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,338 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,338 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,404,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $400,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,312 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,338 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,423 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,467 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,338 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,641,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,463,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,017,109 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,666,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,595,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,149,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,666,017 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,595,700 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,666,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,595,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,666,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,595,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,666,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,627,923 | SubtotalAmt |
| Other Decreases | $32,223 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,595,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (85 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2015-08-05 | 2016-01-29 | $19,554 | $26,402 | -$6,848 | -$6,848 |
| ABBOTT LABS | P | 2013-09-06 | 2016-01-29 | $34,726 | $21,762 | $12,964 | $12,964 |
| ALLERGAN INC | P | 2015-03-18 | 2016-11-10 | $2,268 | $3,066 | -$798 | -$798 |
| ALPHABET INC | P | 2015-02-25 | 2016-11-10 | $7,641 | $5,465 | $2,176 | $2,176 |
| AON PLC | P | 2016-01-29 | 2016-12-07 | $3,144 | $3,052 | $92 | $92 |
| APPLE COMPUTER | D | 2015-01-01 | 2016-11-10 | $70,456 | $34,510 | $35,946 | $35,946 |
| BERSHIRE HATHAWAY | P | 2015-02-25 | 2016-11-10 | $2,983 | $2,976 | $7 | $7 |
| BLACKROCK INC | P | 2015-08-05 | 2016-05-31 | $1,820 | $1,609 | $211 | $211 |
| BLACKROCK INC | P | 2015-08-05 | 2016-11-10 | $2,992 | $2,575 | $417 | $417 |
| BOEING COMPANY | P | 2015-02-25 | 2016-02-12 | $21,182 | $29,827 | -$8,645 | -$8,645 |
| BOEING COMPANY | P | 2014-06-06 | 2016-02-12 | $34,000 | $43,182 | -$9,182 | -$9,182 |
| CHEVRON TEXACO CORP | P | 2015-01-01 | 2016-12-07 | $37,607 | $47,181 | -$9,574 | -$9,574 |
| CHURCH & DWIGHT | D | 2006-07-19 | 2016-11-10 | $1,894 | $401 | $1,493 | $1,493 |
| CITIGROUP INC | P | 2015-01-01 | 2016-11-10 | $21,200 | $19,495 | $1,705 | $1,705 |
| CONOCO PHILLIPS | P | 2014-04-17 | 2016-04-27 | $46,015 | $67,727 | -$21,712 | -$21,712 |
| COSTCO WHOLESALE CORP | P | 2014-09-17 | 2016-11-10 | $5,166 | $4,407 | $759 | $759 |
| CROWN CASTLE | P | 2015-12-10 | 2016-05-31 | $1,816 | $1,714 | $102 | $102 |
| CVS CORP | P | 2014-09-17 | 2016-11-10 | $5,038 | $4,854 | $184 | $184 |
| DANAHER CORP | D | 2015-01-01 | 2016-12-07 | $34,527 | $19,765 | $14,762 | $14,762 |
| DISNEY WALT | P | 2015-08-05 | 2016-05-31 | $992 | $1,104 | -$112 | -$112 |
| DISNEY WALT | P | 2015-08-05 | 2016-11-10 | $857 | $994 | -$137 | -$137 |
| DRIEHAUS EMERGING MARKETS | P | 2015-02-27 | 2016-12-12 | $94,588 | $83,631 | $10,957 | $10,957 |
| DEUTSCHE CROCI | P | 2015-12-30 | 2016-12-12 | $49,607 | $50,000 | -$393 | -$393 |
| DEUTSCHE CROCI | P | 2015-02-27 | 2016-12-12 | $134,425 | $165,015 | -$30,590 | -$30,590 |
| EAGLE SMALL CAP | P | 2012-11-05 | 2016-11-10 | $11,996 | $9,598 | $2,398 | $2,398 |
| EBAY INC | P | 2015-01-01 | 2016-04-27 | $20,773 | $17,713 | $3,060 | $3,060 |
| EDWARDS LIFESCIENCE | P | 2016-01-29 | 2016-11-10 | $3,338 | $2,727 | $611 | $611 |
| EXXON MOBILE | D | 2016-01-01 | 2016-11-10 | $308,293 | $303,026 | $5,267 | $5,267 |
| EOG RESOURCES INC | P | 2016-04-27 | 1937-01-28 | $2,019 | $2,069 | -$50 | -$50 |
| EQUIFAX INC | P | 2016-02-12 | 2016-11-10 | $3,002 | $2,426 | $576 | $576 |
| P | 2016-04-27 | 2016-11-10 | $3,948 | $3,595 | $353 | $353 | |
| FEDERATED CLOVER SMALL VALUE | P | 2012-12-04 | 2016-11-10 | $11,751 | $10,148 | $1,603 | $1,603 |
| FORTIVE CORP | P | 2015-10-21 | 2016-11-10 | $1,083 | $700 | $383 | $383 |
| GENERAL ELEC | P | 2015-08-05 | 2016-05-31 | $1,506 | $1,308 | $198 | $198 |
| GENERAL ELEC | P | 2015-08-05 | 2016-11-10 | $1,767 | $1,518 | $249 | $249 |
| GOLDMAN SACHS GROUP INC | P | 2015-01-01 | 2016-11-10 | $4,427 | $4,453 | -$26 | -$26 |
| GOLDMAN SACHS GROWTH OPPORTUNITIES | P | 2015-12-30 | 2016-04-21 | $149,873 | $150,000 | -$127 | -$127 |
| GOLDMAN SACHS GROWTH OPPORTUNITIES | P | 2013-02-12 | 2016-04-21 | $155,339 | $162,554 | -$7,215 | -$7,215 |
| GOLDMAN SACHS MID CAP | P | 2015-12-30 | 2016-04-21 | $75,202 | $75,000 | $202 | $202 |
| GOLDMAN SACHS MID CAP | P | 2014-09-18 | 2016-04-21 | $219,668 | $245,311 | -$25,643 | -$25,643 |
| HOME DEPOT | P | 2016-01-29 | 2016-11-10 | $3,000 | $2,935 | $65 | $65 |
| ISHARES NASDAQ | P | 2015-08-05 | 2016-01-29 | $61,545 | $79,482 | -$17,937 | -$17,937 |
| JANUS ENTERPRISE | P | 2016-04-21 | 2016-11-10 | $24,709 | $23,769 | $940 | $940 |
| JP MORGAN CHASE | D | 2007-12-27 | 2016-11-10 | $4,289 | $2,340 | $1,949 | $1,949 |
| KROGER | P | 2016-04-27 | 2016-11-10 | $2,595 | $2,770 | -$175 | -$175 |
| LENNOX INTL | P | 2016-05-17 | 2016-11-10 | $1,843 | $1,768 | $75 | $75 |
| LILLY ELI & CO | P | 2016-01-29 | 2016-11-10 | $4,069 | $4,167 | -$98 | -$98 |
| MCDONALDS CORP | P | 2013-09-06 | 2016-01-11 | $33,918 | $22,810 | $11,108 | $11,108 |
| MCKESSON INC | P | 2015-05-12 | 2016-05-05 | $33,527 | $44,543 | -$11,016 | -$11,016 |
| MEDTRONIC PLC | P | 2016-01-29 | 2016-11-10 | $5,143 | $4,779 | $364 | $364 |
| METLIFE INC | D | 2015-01-01 | 2016-11-10 | $55,448 | $39,171 | $16,277 | $16,277 |
| NOBLE ENERGY | P | 2013-09-06 | 2016-01-29 | $19,107 | $25,393 | -$6,286 | -$6,286 |
| NORTHROP GRUMMAN | P | 2016-01-11 | 2016-11-10 | $4,818 | $3,905 | $913 | $913 |
| OAKMARK INTL | P | 2014-09-19 | 2016-12-12 | $29,826 | $34,697 | -$4,871 | -$4,871 |
| OPPENHEIMER INTL GROWTH | P | 2015-02-26 | 2016-11-10 | $14,948 | $15,383 | -$435 | -$435 |
| ORACLE CORP | P | 2011-04-27 | 2016-11-10 | $3,859 | $3,401 | $458 | $458 |
| PAYPAL HOLDINGS | P | 2013-05-30 | 2016-11-10 | $2,550 | $2,156 | $394 | $394 |
| PFIZER INC | P | 2015-01-01 | 2016-11-10 | $20,580 | $18,081 | $2,499 | $2,499 |
| PIONEER NAT RES | P | 2016-05-05 | 2016-11-10 | $3,039 | $2,911 | $128 | $128 |
| QUALCOMM INC | P | 2013-09-06 | 2016-11-10 | $4,709 | $5,259 | -$550 | -$550 |
| REAL ESTATE SELECT SECTOR | P | 2016-09-22 | 2016-11-10 | $5,393 | $5,848 | -$455 | -$455 |
| SELECT SECTOR SPDR CONSUMER STAPLES | P | 2013-09-06 | 2016-11-10 | $2,880 | $2,235 | $645 | $645 |
| SELECT SECTOR SPDR DISCRETIONARY | P | 2015-02-25 | 2016-11-10 | $22,183 | $21,934 | $249 | $249 |
| SELECT SECTOR SPDR MATERIALS | P | 2015-02-25 | 2016-11-10 | $41,155 | $38,341 | $2,814 | $2,814 |
| SELECT SECTOR SPDR FINL | P | 2015-08-05 | 2016-05-31 | $1,066 | $990 | $76 | $76 |
| SELECT SECTOR SPDR FINL | P | 2015-08-05 | 2016-12-07 | $28,582 | $26,982 | $1,600 | $1,600 |
| SELECT SECTOR SPDR TR UTILS | P | 2015-02-25 | 2016-12-07 | $36,231 | $31,866 | $4,365 | $4,365 |
| SHERWIN WILLIAMS | P | 2016-05-17 | 2016-11-10 | $2,782 | $2,929 | -$147 | -$147 |
| STARBUCKS CORP | P | 2016-01-11 | 2016-05-31 | $1,097 | $1,113 | -$16 | -$16 |
| STRYKER CORP | P | 2015-10-21 | 2016-05-31 | $1,667 | $1,491 | $176 | $176 |
| STRYKER CORP | P | 2015-10-21 | 2016-11-10 | $2,272 | $1,988 | $284 | $284 |
| SUNTRUST BKS INC | P | 2016-10-13 | 2016-11-10 | $2,392 | $2,187 | $205 | $205 |
| THERMO FISHER SCIENTIFIC INC | P | 2015-01-01 | 2016-11-10 | $37,949 | $16,522 | $21,427 | $21,427 |
| TJX CO INC | P | 2014-09-17 | 2016-11-10 | $22,086 | $18,291 | $3,795 | $3,795 |
| TWENTY FIRST CENTURY FOX | P | 2015-08-05 | 2016-05-31 | $1,295 | $1,438 | -$143 | -$143 |
| TWENTY FIRST CENTURY FOX | P | 2015-08-05 | 2016-11-10 | $1,549 | $1,821 | -$272 | -$272 |
| UNION PACIFIC CORP | P | 2015-02-25 | 2016-01-11 | $9,588 | $15,912 | -$6,324 | -$6,324 |
| UNION PACIFIC CORP | P | 2014-02-06 | 2016-01-11 | $37,762 | $44,855 | -$7,093 | -$7,093 |
| VANGUARD MEGA CAP VALUE EFT | P | 2013-09-06 | 2016-11-10 | $5,743 | $4,589 | $1,154 | $1,154 |
| VICTORY SYCAMORE ESTABLISHED VALUE | P | 2016-04-21 | 2016-11-10 | $24,542 | $23,031 | $1,511 | $1,511 |
| VISA INC | P | 2009-05-27 | 2016-11-10 | $22,584 | $6,754 | $15,830 | $15,830 |
| VMWARE INC | P | 2013-09-06 | 2016-04-27 | $28,107 | $41,549 | -$13,442 | -$13,442 |
| WALMART | D | 2012-02-23 | 2016-04-27 | $35,081 | $28,239 | $6,842 | $6,842 |
| WELLS FARGO & CO | P | 2013-09-06 | 2016-10-13 | $73,380 | $50,127 | $23,253 | $23,253 |
| CAPITAL GAINS DIVIDENDS | P | $15,215 | $15,215 | $15,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,974 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$40,421 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $392,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,066,598 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,973,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,106 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,411,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,865,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088261 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,757 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,502,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081831 | DistributionYr5Rt |
| Total Distribution | 0.410790 | TotalDistributionRt |
| Average Distribution | 0.082158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,017,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $331,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $402,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $983 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $983 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $983 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $983 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEBRAVEHEARTFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | LARA CHANDLER BELSLEY | IndividualWithBooksNm |
| Phone | 3179188000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2113 E 62ND STREET 107 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM GRIFFITH | ||||||||
| 3922 EAST 79TH STREET | INDIANAPOLIS | IN | 46240 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| GERRY GRIFFITH | ||||||||
| 3922 EAST 79TH STREET | INDIANAPOLIS | IN | 46240 | TREASURER | 5.00 | $0 | $0 | $0 |
| JAMES MULHOLLAND | ||||||||
| 1248 WRIGHT STREET | INDIANAPOLIS | IN | 46203 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KIM WALTON | ||||||||
| 8245 OLD FARM ROAD | INDIANAPOLIS | IN | 46256 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID MCDANIEL | ||||||||
| 8555 N RIVER ROAD SUITE 300 | INDIANAPOLIS | IN | 46240 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,999,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,078,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,078,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,017,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $983 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $983 | TotalTaxAmt |
| Distributable Before Adj | $199,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $983 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $401,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,165 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $196,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $555,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,149 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $758,050 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $81,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $676,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,266 | ExcessFromYear4Amt |
| Excess From Year3 | $107,097 | ExcessFromYear3Amt |
| Excess From Year2 | $60,165 | ExcessFromYear2Amt |
| Excess From Year1 | $196,239 | ExcessFromYear1Amt |
| Excess From Current Year | $202,149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 100 BLACK MEN OF INDIANAPOLIS | ||||||
| 3901 N MERIDIAN ST 10 | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $500 | |
| A LEGACY OF GIVING | ||||||
| 5315 GUADALUPE ST | AUSTIN | TX | 78751 | ASSIST IN COMMUNITY | $5,000 | |
| ALLISONVILLE YOUTH BASEBALLSOFTBALL | ||||||
| 3575 E 79TH ST | INDIANAPOLIS | IN | 46240 | COMMUNITY ASSISTANCE | $500 | |
| ARTS FOR LEARNING | ||||||
| 3921 N MERIDIAN ST | INDIANPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 | |
| ASCENT 121 | ||||||
| PO BOX 1143 | CARMEL | IN | 46082 | COMMUNITY ASSISTANCE | $6,000 | |
| ATTITUDINAL HEALING CONNECTION | ||||||
| 3278 WEST ST | OAKLAND | CA | 94608 | COMMUNITY ASSISTANCE | $8,000 | |
| AUTISM SOCIETY OF INDIANA | ||||||
| 3951 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $1,000 | |
| BREAST CANCER NAVAGATOR PROGRAM | ||||||
| 2600 NETWORK BLVD | FRISCO | TX | 75034 | COMMUNITY ASSISTANCE | $2,000 | |
| BREBEUF JESUIT PREPARATORY SCHOOL | ||||||
| 2801 W 86TH ST | INDIANAPOLIS | IN | 46268 | EDUCATION | $5,000 | |
| BRICKS ALLIANCE INC | ||||||
| 5710 BROADWAY TERRACE | INDIANAPOLIS | IN | 46220 | COMMUNITY ASSISTANCE | $5,000 | |
| BROOKE'S PLACE | ||||||
| 50 EAST 91ST STREET 103 | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $35,000 | |
| CAMP ERIN | ||||||
| 2426 32ND AVE W SUITE 200 | SEATTLE | WA | 98199 | COMMUNITY ASSISTANCE | $3,000 | |
| CAMP HEALING TREE | ||||||
| 50 EAST 91ST STREET | INDIANAPOLIS | IN | 46240 | COMMUNITY ASSISTANCE | $8,000 | |
| CANCER SUPPORT CENTER | ||||||
| 5150 WEST 71ST STREET | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $5,000 | |
| CHAUCIE'S PLACE | ||||||
| 4607 E 106 STREET | CARMEL | IN | 46033 | OFFER COMMUNITY ASSISTANCE | $32,500 | |
| CHILDREN'S BUREAU INC | ||||||
| 1575 DR MLK JR STREET | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $3,000 | |
| CHILDREN'S MUSEUM OF INDIANAPOLIS INC | ||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $2,000 | |
| CHILDRENS THERAPLAY FOUNDATION INC | ||||||
| 9919 TOWNE RD | CARMEL | IN | 46032 | COMMUNITY ASSISTANCE | $500 | |
| CHRISTAMORE HOUSE | ||||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| COBURN PLACE | ||||||
| 604 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $7,500 | |
| COCODA | ||||||
| 5055 W 15TH STREET | INDIANAPOLIS | IN | 46224 | COMMUNITY ASSISTANCE | $10,000 | |
| DAYSPRING CENTER | ||||||
| PO BOX 44105 | INDIANAPOLIS | IN | 46244 | COMMUNITY ASSISTANCE | $6,000 | |
| DEBRA OF AMERICA | ||||||
| 75 BROAD STREET STE 300 | NEW YORK | NY | 10004 | COMMUNITY ASSISTANCE | $500 | |
| DESERT ROSE FOUNDATION | ||||||
| PO BOX 1754 | MARTINSVILLE | IN | 46151 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| DRESS FOR SUCCESS INDIANAPOLIS INC | ||||||
| 820 N MERIDIAN STREEET | INDIANAPOLIS | IN | 46204 | ASSIST IN COMMUNITY | $5,000 | |
| DYSLEXIA INSTITUTE OF INDIANA | ||||||
| 8395 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| EXODUS REFUGEE IMMIGRATION | ||||||
| 1125 E BROOKSIDE AVE C9 | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $5,000 | |
| FRIENDS OF WHITE RIVER | ||||||
| PO BOX 90171 | INDIANAPOLIS | IN | 46290 | COMMUNITY ASSISTANCE | $500 | |
| GIRLS INCORPORATED OF INDIANAPOLIS | ||||||
| 3935 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $2,500 | |
| GLEANERS FOOD BANK | ||||||
| 1102 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| GOOD SAMARITAN NETWORK | ||||||
| 12933 PARKSIDE DRIVE | FISHERS | IN | 46038 | ASSIST IN COMMUNITY | $5,000 | |
| HABITAT FOR HUM HAMILTON | ||||||
| 17917 HOLLOW BROOK COURT | NOBLESVILLE | IN | 46062 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| HAMILTON COUNTY SHERIFF'S CHAPLIANCY | ||||||
| 18100 CUMBERLAND RD | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $4,000 | |
| HANCOCK COUNTY CHILDREN'S CHOIR | ||||||
| 2271 S MOELLER CIRCLE | NEW PALESTINE | IN | 46163 | COMMUNITY ASSISTANCE | $3,500 | |
| HAPPY HOLLOW CHILD CAMP | ||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | IMPROVE EDUCATIONAL PROGRAMS | $5,000 | |
| HEALING HEART YOUTH BEREAVEMENT PROG | ||||||
| 7240 SHADELAND STATION STE 125 | INDIANAPOLIS | IN | 46256 | COMMUNITY ASSISTANCE | $1,000 | |
| HOLE IN THE WALL GANG CAMP | ||||||
| 565 ASHFORD CENTER RD | ASHFORD | CT | 06278 | COMMUNITY ASSISTANCE | $5,000 | |
| HOOSIERS FEEDING THE HUNGRY | ||||||
| 4490A IN-327 | CARUNNA | IN | 46730 | COMMUNITY ASSISTANCE | $2,000 | |
| HOPE COUNSELING CENTER | ||||||
| 8320 E 10TH STREET | INDIANAPOLIS | IN | 46219 | COMMUNITY ASSISTANCE | $1,000 | |
| HOPE CRISIS RESPONSE NETW | ||||||
| PO BOX 2123 | ELKHART | IN | 46515 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| HORIZON HOUSE INC | ||||||
| 1033 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $5,000 | |
| HUMANE SOCIETY OF HAMILTON COUNTY | ||||||
| 1721 PLEASANT STREET | NOBLESVILLE | IN | 46060 | OFFER COMMUNITY ASSISTANCE | $2,750 | |
| HUMANE SOCIETY OF INDIANAPOLIS | ||||||
| 7929 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | ASSIST IN COMMUNITY | $3,000 | |
| INDIANA BLIND CHILDREN'S FOUNDATION | ||||||
| 7725 N COLLEGE AVENUE | INDIANAPOLIS | IN | 46240 | CHILD ASSISTANCE | $5,000 | |
| INDIANA COALITION TO END SEXUAL ASSAULT | ||||||
| 9245 N MERIDIAN ST 227 | INDIANAPOLIS | IN | 46260 | COMMUNITY ASSISTANCE | $5,000 | |
| INDIANA MASONIC HOME INC | ||||||
| 690 STATE ST | FRANKLIN | IN | 46131 | COMMUNITY ASSISTANCE | $1,000 | |
| INDIANAPOLIS ART CENTER | ||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | COMMUNITY ASSISTANCE | $3,000 | |
| INDIANAPOLIS PARK FOUNDATION INC | ||||||
| 615 N ALABAMA ST 119 | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $1,000 | |
| INDIANAPOLIS ZOO SOC | ||||||
| 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | CONSERVATION OF ENVIRONMENT | $7,000 | |
| IVY TECH STATE COLLEGE | ||||||
| 50 W FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | EDUCATIONAL ASSISTANCE | $5,000 | |
| JAMESON CAMP INC | ||||||
| PO BOX 31156 | INDIANAPOLIS | IN | 46231 | OFFER COMMUNITY ASSISTANCE | $10,000 | |
| JOHN P CRAINE HOUSE INC | ||||||
| 6130 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46228 | COMMUNITY ASSISTANCE | $5,000 | |
| JOUBERT SYNDROME & RELATED DISORDERS | ||||||
| 1415 WEST AVENUE | CINCINNATI | OH | 45215 | MEDICAL RESEARCH | $6,000 | |
| JOY'S HOUSE | ||||||
| 2028 E BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| JULIAN CENTER | ||||||
| 2011 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| KEEP INDIANAPOLIS BEAUTIFUL | ||||||
| 1029 FLETCHER AVENUE 100 | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| KIDS DANCE OUTREACH INC | ||||||
| 465 N MERIDIAN ST 44801 | INDIANAPOLIS | IN | 46244 | COMMUNITY ASSISTANCE | $5,000 | |
| LA PLAZA INC | ||||||
| 8902 E 38TH STREET | INDIANAPOLIS | IN | 46226 | OFFER COMMUNITIY ASSISTANCE | $5,000 | |
| LAMBA LEGAL | ||||||
| 120 WALL STREET | NEW YORK | NY | 10015 | COMMUNITY ASSISTANCE | $2,500 | |
| LITTLE RED DOOR | ||||||
| 1801 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | SUPPORT MEDICAL FIELD | $5,000 | |
| MAMA'S CUPBOARD | ||||||
| 206 E 2ND STREET | SHERIDAN | IN | 46069 | COMMUNITY ASSISTANCE | $5,000 | |
| MARTIN LUTHER KING COMMUNITY CENTER | ||||||
| 40 W 40TH STREET | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 9100 PURDUE ROAD | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $500 | |
| NOBLE | ||||||
| 7701 E 21ST ST | INDIANAPOLIS | IN | 46219 | COMMUNITY ASSISTANCE | $2,500 | |
| OVERDOSE LIFETIME | ||||||
| 7331 LAKESIDE DRIVE | INDIANAPOLIS | IN | 46278 | COMMUNITY ASSISTANCE | $3,000 | |
| PAWS AND THINK | ||||||
| 320 N MERIDIAN ST 825 | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $1,000 | |
| PLANNED PARENTHOOD | ||||||
| 200 S MERIDIAN ST 400200 S MERIDIAN | INDIANAPOLIS | IN | 46225 | COMMUNITY ASSISTANCE | $1,000 | ST 400 |
| PREVAIL INC | ||||||
| 1100 S 9TH STREET 100 | NOBLESVILLE | IN | 46060 | COMMUNITY ASSISTANCE | $1,000 | |
| REACH FOR YOUTH INC | ||||||
| 3505 WASHINGTON BLVD | INDIANAPOLIS | IN | 46205 | COMMUNITY ASSISTANCE | $5,000 | |
| REDEMPTION OUTREACH SERVICES | ||||||
| 120 E MARKET ST | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $2,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||
| 30 S MERIDIAN STREET STE 200 | INDIANAPOLIS | IN | 46204 | MEDICAL RESEARCH | $5,000 | |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||
| 435 LIMESTONE STREET | INDIANAPOLIS | IN | 46202 | FAMILY ASSISTANCE | $1,000 | |
| SCHOOL ON WHEELS CORP | ||||||
| 2605 E 62ND STREET STE 2005 | INDIANAPOLIS | IN | 46220 | COMMUNITY ASSISTANCE | $5,000 | |
| SECOND HELPINGS INC | ||||||
| 1121 SOUTHEASTERN | INDIANAPOLIS | IN | 46202 | ASSIST IN COMMUNITY | $5,000 | |
| SHERIDAN POLICE DEPARTMENT | ||||||
| 506 S MAIN ST | SHERIDAN | IN | 46069 | COMMUNITY ASSISTANCE | $1,000 | |
| SOUTHEAST COMMUNITY SERVICES | ||||||
| 901 SHELBY STREET | INDIANAPOLIS | IN | 46203 | ASSIST IN COMMUNITY | $4,000 | |
| SPECIAL OLYMPICS MORGAN COUNTY | ||||||
| 1322 KANTERBURY LANE | MOORESVILLE | IN | 46158 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| ST JOSEPH INSTITUTE FOR THE DEAF | ||||||
| 9192 WALDEMAR RD | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $2,500 | |
| ST JUDE RESEARCH HOSPITAL | ||||||
| 755 W CARMEL DRIVE STE 201 | CARMEL | IN | 46032 | MEDICAL RESEARCH | $500 | |
| ST MARY'S CHILD CENTER | ||||||
| 901 DR MLK JR STREET | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $5,000 | |
| STARFISH INITIATIVE | ||||||
| 6958 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | COMMUNITY ASSISTANCE | $5,000 | |
| STATE POLICE ALLIANCE | ||||||
| 1415 SHELBY ST | INDIANAPOLIS | IN | 46203 | COMMUNITY ASSISTANCE | $3,000 | |
| TEACHERS TREASURES | ||||||
| 1800 E 10TH STREET | INDIANAPOLIS | IN | 46201 | COMMUNITY ASSISTANCE | $4,000 | |
| TEENWORKS | ||||||
| 2820 N MERIDIAN ST STE 103 | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 | |
| THE OAKS ACADEMY | ||||||
| 2301 N PARK AVE | INDIANAPOLIS | IN | 46205 | EDUCATION | $2,500 | |
| THE SHARING PLACE | ||||||
| 6501 SUNNYSIDE ROAD | INDIANAPOLIS | IN | 46236 | COMMUNITY ASSISTANCE | $5,000 | |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | COMMUNITY ASSISTANCE | $5,000 | |
| TROOPER BARTUM MEMORIAL FUND | ||||||
| PO BOX 24123 | SPEEDWAY | IN | 46224 | COMMUNITY ASSISTANCE | $2,000 | |
| TRUSTED MENTORS | ||||||
| 872 VIRGINIA AVE | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $1,800 | |
| UNITED CHRISTMAS SERVICE | ||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $2,000 | |
| UNITED METHODIST COMMITTEE ON RELIEF | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10015 | COMMUNITY ASSISTANCE | $5,000 | |
| WAYNE TOWNSHIP EDUCATION FOUNDATION | ||||||
| 1155 S HIGH SCHOOL RD | INDIANAPOLIS | IN | 46241 | COMMUNITY ASSISTANCE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $57,338 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $40,974 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $98,312 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,312 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | HELPS PROVIDE FOR LONGEVITY OF FOUNDATION |
| 8 | HELPS PROVIDE FOR LONGEVITY OF FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND GERRY GRIFFITH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3922 EAST 79TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $301,762 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3457 SHARES OF EXXON MOBILE CORP | NoncashPropertyDesc |
| Fair Market Value | $301,762 | FairMarketValueAmt |
| Received | 2016-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,423 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,463,301 | EOYBookValueAmt |
| EOYFMV | $4,017,109 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $32,223 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $16,362 | $0 | $0 | $0 |
| ADMINISTRATION FEES | $1,151 | $0 | $0 | $0 |
| DUES & MEMBERSHIPS | $550 | $0 | $0 | $0 |
| INSURANCE | $595 | $0 | $0 | $0 |
| POSTAGE | $724 | $0 | $0 | $0 |
| MISC. | -$5,232 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $786 | $0 | $0 | $0 |
| FEDERAL TAX | $7,292 | $0 | $0 | $0 |
Comments