BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-22
- IRS object ID
- 201622049349100107
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-22T13:32:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-07-18 | 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 | 2016-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,007,050 | 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 | $302,478 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,856 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $71,856 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,136,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $666,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71,856 | 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 | $4,772 | 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 | $8,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,862 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,196 | 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 | $42,317 | 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 | $392,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $392,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,856 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,294,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,641,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,982,656 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,400,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,666,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,007,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,400,913 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,666,017 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,400,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,400,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,666,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,400,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,082 | OtherIncreasesAmt |
| Subtotal | $3,666,017 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2013-09-06 | 2015-03-02 | $2,368 | $1,685 | $683 | $683 |
| ACTAVIS PLC | P | 2015-03-18 | 2015-05-01 | $110 | $117 | -$7 | -$7 |
| ALLERGAN INC | P | 2015-02-25 | 2015-03-02 | $4,651 | $1,870 | $2,781 | $2,781 |
| ALLERGAN INC | P | 2014-01-01 | 2015-03-17 | $81,120 | $31,044 | $50,076 | $50,076 |
| APPLE COMPUTER | P | 2013-09-06 | 2015-03-02 | $22,470 | $12,428 | $10,042 | $10,042 |
| DIRECTV/AT&T | P | 2014-01-01 | 2015-12-31 | $141,846 | $96,389 | $45,457 | $45,457 |
| ROBECO BOSTON PARTNERS ALL-CAP | P | 2014-01-01 | 2015-12-31 | $189,315 | $182,418 | $6,897 | $6,897 |
| CHEVRON TEXACO CORP | P | 2013-05-30 | 2015-03-02 | $3,256 | $3,178 | $78 | $78 |
| CHURCH & DWIGHT | P | 2014-01-01 | 2015-12-31 | $43,555 | $10,858 | $32,697 | $32,697 |
| CITIGROUP INC | P | 2014-01-01 | 2015-03-02 | $33,956 | $29,564 | $4,392 | $4,392 |
| CONOCO PHILLIPS | P | 2013-09-06 | 2015-03-02 | $3,370 | $3,425 | -$55 | -$55 |
| COSTCO WHOLESALE CORP | P | 2014-01-01 | 2015-12-31 | $4,557 | $3,546 | $1,011 | $1,011 |
| CVS CORP | P | 2013-09-06 | 2015-03-02 | $4,134 | $2,351 | $1,783 | $1,783 |
| DANAHER CORP | P | 2005-01-27 | 2015-03-02 | $3,480 | $1,729 | $1,751 | $1,751 |
| DRIEHAUS EMERGING MARKETS | P | 2014-01-01 | 2015-12-17 | $50,635 | $49,484 | $1,151 | $1,151 |
| EAGLE SMALL CAP | P | 2014-01-01 | 2015-02-27 | $4,301 | $3,199 | $1,102 | $1,102 |
| EBAY INC | P | 2013-05-30 | 2015-03-02 | $29,692 | $27,667 | $2,025 | $2,025 |
| EXXON MOBILE | D | 2015-05-30 | 2015-12-31 | $624,375 | $631,222 | -$6,847 | -$6,847 |
| FEDERATED CLOVER SMALL VALUE | P | 2014-01-01 | 2015-02-27 | $3,635 | $3,070 | $565 | $565 |
| FRANKLIN RESOURCES INC | P | 2014-01-01 | 2015-12-31 | $33,048 | $33,237 | -$189 | -$189 |
| GOLDMAN SACHS GROUP INC | P | 2013-09-06 | 2015-03-02 | $2,869 | $2,357 | $512 | $512 |
| GOLDMAN SACHS GROWTH OPPORTUNITIES | P | 2014-01-01 | 2015-02-27 | $9,765 | $7,980 | $1,785 | $1,785 |
| GOLDMAN SACHS MID CAP | P | 2014-01-01 | 2015-02-27 | $14,238 | $12,639 | $1,599 | $1,599 |
| GOOGLE INC | P | 2015-02-25 | 2015-08-10 | $4,047 | $3,279 | $768 | $768 |
| JP MORGAN CHASE | P | 2014-01-01 | 2015-03-02 | $45,178 | $29,348 | $15,830 | $15,830 |
| MACY'S INC | P | 2015-05-30 | 2015-11-25 | $29,311 | $49,538 | -$20,227 | -$20,227 |
| MCDONALDS CORP | P | 2013-09-06 | 2015-03-02 | $1,481 | $1,447 | $34 | $34 |
| MCKESSON INC | P | 2015-05-12 | 2015-08-10 | $2,901 | $2,985 | -$84 | -$84 |
| METLIFE INC | P | 2010-08-09 | 2015-03-02 | $2,807 | $2,154 | $653 | $653 |
| NOBLE ENERGY | P | 2013-09-09 | 2015-03-02 | $1,489 | $2,483 | -$994 | -$994 |
| ORACLE CORP | P | 2011-04-27 | 2015-03-02 | $2,832 | $2,279 | $553 | $553 |
| PERRIGO CO PLC | P | 2014-01-01 | 2015-12-31 | $87,818 | $81,587 | $6,231 | $6,231 |
| PFIZER INC | P | 2013-09-06 | 2015-03-02 | $3,802 | $2,982 | $820 | $820 |
| PRAXAIR INC | P | 2014-01-01 | 2015-03-02 | $33,545 | $24,828 | $8,717 | $8,717 |
| QUALCOMM INC | P | 2013-09-06 | 2015-03-02 | $3,572 | $3,415 | $157 | $157 |
| QUANTA SERVICES | P | 2014-01-01 | 2015-03-02 | $29,483 | $25,246 | $4,237 | $4,237 |
| SCHLUMBERGER | P | 2014-01-01 | 2015-12-31 | $48,593 | $52,981 | -$4,388 | -$4,388 |
| SECT SECTOR SPDR INDUSTRIAL | P | 2014-09-17 | 2015-03-02 | $49,149 | $46,250 | $2,899 | $2,899 |
| SELECT SECTOR SPDR CONSUMER STAPLES | P | 2013-09-06 | 2015-03-02 | $1,986 | $1,596 | $390 | $390 |
| SELECT SECTOR SPDR HEALTH CARE | P | 2014-04-22 | 2015-03-02 | $50,350 | $40,798 | $9,552 | $9,552 |
| STERICYCLE INC | P | 2015-05-30 | 2015-08-10 | $74,428 | $50,365 | $24,063 | $24,063 |
| THERMO FISHER SCIENTIFIC INC | P | 2013-09-06 | 2015-03-02 | $3,928 | $2,722 | $1,206 | $1,206 |
| TJX CO INC | P | 2013-09-06 | 2015-03-02 | $4,512 | $3,519 | $993 | $993 |
| VANGUARD MEGA CAP VALUE EFT | P | 2015-01-06 | 2015-12-31 | $241,173 | $237,774 | $3,399 | $3,399 |
| VANGUARD MEGA CAP VALUE EFT | P | 2014-01-01 | 2015-03-02 | $3,855 | $3,129 | $726 | $726 |
| VISA INC | P | 2014-01-01 | 2015-03-02 | $24,560 | $6,258 | $18,302 | $18,302 |
| VMWARE INC | P | 2013-09-06 | 2015-12-31 | $8,101 | $10,643 | -$2,542 | -$2,542 |
| WALMART | P | 2012-02-23 | 2015-03-02 | $2,092 | $1,350 | $742 | $742 |
| WELLS FARGO & CO | P | 2013-09-06 | 2015-03-02 | $4,694 | $3,538 | $1,156 | $1,156 |
| CAPITAL GAINS DIVIDENDS | P | $59,809 | $59,809 | $59,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,291 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,516 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,973,849 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,411,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,865,835 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088261 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,502,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $277,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,203,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.230744 | DistributionYr5Rt |
| Total Distribution | 0.545069 | TotalDistributionRt |
| Average Distribution | 0.109014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,066,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $443,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $446,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $392,286 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,900 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,383 | 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 | N/A | 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 | $4,062,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,128,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,128,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,066,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,283 | TotalTaxAmt |
| Distributable Before Adj | $196,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $392,286 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $392,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $277,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,097 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $637,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $392,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $196,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,239 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $833,651 | 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 | $277,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $555,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,134 | ExcessFromYear4Amt |
| Excess From Year3 | $111,266 | ExcessFromYear3Amt |
| Excess From Year2 | $107,097 | ExcessFromYear2Amt |
| Excess From Year1 | $60,165 | ExcessFromYear1Amt |
| Excess From Current Year | $196,239 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A LEGACY OF GIVING | |||||
| 5315 GUADALUPE ST | AUSTIN | TX | 78751 | ASSIST IN COMMUNITY | $35,000 |
| ARTS FOR LEARNING | |||||
| 3921 N MERIDIAN ST | INDIANPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 |
| 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 |
| BOYS & GIRLS CLUB OF INDIANAPOLIS | |||||
| 3530 S KEYSTONE AVE | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 |
| 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 |
| BROOKE'S PLACE | |||||
| 50 EAST 91ST STREET 103 | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $6,500 |
| CAMP ERIN | |||||
| 2426 32ND AVE W SUITE 200 | SEATTLE | WA | 98199 | COMMUNITY ASSISTANCE | $8,000 |
| CAMP HEALING TREE | |||||
| 50 EAST 91ST STREET | INDIANAPOLIS | IN | 46240 | COMMUNITY ASSISTANCE | $8,000 |
| CHARLES A BEARD SCHOOL CORP | |||||
| 8139 W US 40 | KNIGHTSTOWN | IN | 46148 | EDUCATION | $1,000 |
| CHAUCIE'S PLACE | |||||
| 4607 E 106 STREET | CARMEL | IN | 46033 | OFFER COMMUNITY ASSISTANCE | $7,500 |
| CHILDREN'S BUREAU INC | |||||
| 1575 DR MLK JR STREET | INDIANAPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $3,000 |
| 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 | $7,500 |
| COMMUNITY HOSPITAL FOUNDATION | |||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $2,500 |
| COVENANT HIGH SCHOOL | |||||
| 7525 W 21ST STREET | INDIANAPOLIS | IN | 46214 | COMMUNITY ASSISTANCE | $1,000 |
| CULVER SCHOLARSHIP FUND | |||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | COMMUNITY ASSISTANCE | $1,000 |
| 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 | $2,500 |
| 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 | $2,500 |
| EXTENDED HAND MINISTRIES | |||||
| 4010 W 86TH STREET | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $500 |
| FRIENDS OF WHITE RIVER | |||||
| PO BOX 90171 | INDIANAPOLIS | IN | 46290 | COMMUNITY ASSISTANCE | $500 |
| GIVE HOPE FIGHT POVERTY INC | |||||
| 2436 N ALABAMA STREET | INDIANAPOLIS | IN | 46205 | COMMUNITY ASSISTANCE | $2,500 |
| GLEANERS FOOD BANK | |||||
| 1102 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| HABITAT FOR HUM HAMILTON | |||||
| 17917 HOLLOW BROOK COURT | NOBLESVILLE | IN | 46062 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| HABITAT FOR HUM JOHNSON | |||||
| PO BOX 302 | FRANKLIN | IN | 46131 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| HAMILTON COUNTY SHERIFF'S CHAPLIANCY | |||||
| 18100 CUMBERLAND RD | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $3,000 |
| 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 |
| HEART & HANDS OF INDIANA | |||||
| 337 N WARMAN AVE | INDIANAPOLIS | IN | 46222 | COMMUNITY ASSISTANCE | $2,500 |
| HERRON HIGH SCHOOL | |||||
| 110 E 16TH STREET | INDIANAPOLIS | IN | 46202 | EDUCATION | $5,000 |
| HOLE IN THE WALL GANG CAMP | |||||
| 565 ASHFORD CENTER RD | ASHFORD | CT | 06278 | COMMUNITY ASSISTANCE | $5,000 |
| 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 | $2,500 |
| 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 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 ZOO SOC | |||||
| 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | CONSERVATION OF ENVIRONMENT | $7,000 |
| IRVINGTON FRIENDS MEETING | |||||
| 831 N EDMONDSON AVE | INDIANAPOLIS | IN | 46219 | COMMUNITY ASSISTANCE | $1,000 |
| IVY TECH STATE COLLEGE | |||||
| 50 W FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | EDUCATIONAL ASSISTANCE | $5,000 |
| JACKSON CENTER FOR CONDUCTIVE EDUCATION | |||||
| 802 SAMUEL MOORE PARKWAY | MOORESVILLE | IN | 46158 | EDUCATION | $2,500 |
| 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 | $1,000 |
| 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 |
| 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 | $25,000 |
| 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 |
| NAMI INDIANA INC | |||||
| 2601 COLD SPRINGS ROAD | INDIANAPOLIS | IN | 46222 | COMMUNITY ASSISTANCE | $5,000 |
| OVERDOSE LIFETIME | |||||
| 7331 LAKESIDE DRIVE | INDIANAPOLIS | IN | 46278 | COMMUNITY ASSISTANCE | $3,000 |
| PEACE LEARNING CENTER INC | |||||
| 6040 DELONG ROAD | INDIANAPOLIS | IN | 46254 | ASSIST IN COMMUNITY | $5,000 |
| PEYBACK FOUNDATION | |||||
| 6325 N GUILFORD AVENUE STE 201 | INDIANAPOLIS | IN | 46220 | CHILDREN'S CHARITY | $5,000 |
| PREVAIL INC | |||||
| 1100 S 9TH STREET 100 | NOBLESVILLE | IN | 46060 | COMMUNITY ASSISTANCE | $1,000 |
| PROGRESS HOUSE | |||||
| 2456 N BOLTON AVE | INDIANAPOLIS | IN | 46218 | COMMUNITY ASSISTANCE | $5,000 |
| REACH FOR YOUTH INC | |||||
| 3505 WASHINGTON BLVD | INDIANAPOLIS | IN | 46205 | COMMUNITY ASSISTANCE | $2,500 |
| 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 |
| SALVATION ARMY | |||||
| 3100 NORTH MERIDIAN ST | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY 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 |
| SOCIAL HEALTH ASSOCATION OF INDIANA | |||||
| 615 ALABAMA STREET STE 228 | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $5,000 |
| 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 | $4,000 |
| STATE POLICE ALLIANCE | |||||
| 1415 SHELBY ST | INDIANAPOLIS | IN | 46203 | COMMUNITY ASSISTANCE | $3,000 |
| TEACHERS TREASURES | |||||
| 1800 E 10TH STREET | INDIANAPOLIS | IN | 46201 | COMMUNITY ASSISTANCE | $2,500 |
| TEENWORKS | |||||
| 2820 N MERIDIAN ST STE 103 | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $5,000 |
| THE SHARING PLACE | |||||
| 6501 SUNNYSIDE ROAD | INDIANAPOLIS | IN | 46236 | COMMUNITY ASSISTANCE | $15,000 |
| TINDLEY ACCELERATED SCHOOLS | |||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | EDUCATION | $4,286 |
| TROOPER BARTUM MEMORIAL FUND | |||||
| PO BOX 24123 | SPEEDWAY | IN | 46224 | COMMUNITY ASSISTANCE | $1,000 |
| 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 |
| WOODEN FLOOR | |||||
| 1810 N MAIN STREET | SANTA ANA | CA | 92706 | COMMUNITY ASSISTANCE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $392,286 | 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 | $71,856 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $292,291 | 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 | $364,147 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,147 | 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 Person | WILLIAM AND GERRY GRIFFITH | ContributorPersonNm |
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 | $302,478 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3909 SHARES OF EXXON MOBILE CORP | NoncashPropertyDesc |
| Fair Market Value | $302,478 | FairMarketValueAmt |
| Received | 2015-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,772 | 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 | $3,641,623 | EOYBookValueAmt |
| EOYFMV | $3,982,656 | EOYFMVAmt |
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 | $16,758 | $0 | $0 | $0 |
| ADMINISTRATION FEES | $2,919 | $0 | $0 | $0 |
| DUES & MEMBERSHIPS | $2,055 | $0 | $0 | $0 |
| INSURANCE | $595 | $0 | $0 | $0 |
| POSTAGE | $384 | $0 | $0 | $0 |
| MISC. | -$1,515 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $33,082 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $679 | $0 | $0 | $0 |
| FEDERAL TAX | $7,808 | $0 | $0 | $0 |
Comments