2016-07-22T13:32:57-05:00 2015-12-31 363168081 SIKICH LLP 8555 NORTH RIVER ROAD SUITE 300 INDIANAPOLIS IN 46240 990PF 2015-01-01 270720856 THE BRAVE HEART FOUNDATION INC BRAV 3173664631 8425 WOODFIELD CROSSING BLVD NO 100 INDIANAPOLIS IN 46240 GERRY GRIFFITH TREASURER 3173664631 2016-07-18 1 DAVID A MCDANIEL CPA P00271314 3178424466 2016-07-14 2015 2016-12-15 16:53:06Z X 4007050 X 302478 71856 71856 71856 292291 2136242 292291 666625 364147 71856 0 0 0 0 4772 0 0 0 8487 0 0 0 7862 0 0 0 21196 0 0 0 42317 0 0 0 392286 392286 434603 0 0 392286 232022 364147 71856 106793 24394 24394 3294120 3641623 3982656 3400913 3666017 4007050 0 0 X 3400913 3666017 3400913 3666017 3400913 3666017 3400913 232022 33082 3666017 0 3666017 ABBOTT LABS P 2013-09-06 2015-03-02 2368 1685 683 683 ACTAVIS PLC P 2015-03-18 2015-05-01 110 117 -7 -7 ALLERGAN INC P 2015-02-25 2015-03-02 4651 1870 2781 2781 ALLERGAN INC P 2014-01-01 2015-03-17 81120 31044 50076 50076 APPLE COMPUTER P 2013-09-06 2015-03-02 22470 12428 10042 10042 DIRECTV/AT&T P 2014-01-01 2015-12-31 141846 96389 45457 45457 ROBECO BOSTON PARTNERS ALL-CAP P 2014-01-01 2015-12-31 189315 182418 6897 6897 CHEVRON TEXACO CORP P 2013-05-30 2015-03-02 3256 3178 78 78 CHURCH & DWIGHT P 2014-01-01 2015-12-31 43555 10858 32697 32697 CITIGROUP INC P 2014-01-01 2015-03-02 33956 29564 4392 4392 CONOCO PHILLIPS P 2013-09-06 2015-03-02 3370 3425 -55 -55 COSTCO WHOLESALE CORP P 2014-01-01 2015-12-31 4557 3546 1011 1011 CVS CORP P 2013-09-06 2015-03-02 4134 2351 1783 1783 DANAHER CORP P 2005-01-27 2015-03-02 3480 1729 1751 1751 DRIEHAUS EMERGING MARKETS P 2014-01-01 2015-12-17 50635 49484 1151 1151 EAGLE SMALL CAP P 2014-01-01 2015-02-27 4301 3199 1102 1102 EBAY INC P 2013-05-30 2015-03-02 29692 27667 2025 2025 EXXON MOBILE D 2015-05-30 2015-12-31 624375 631222 -6847 -6847 FEDERATED CLOVER SMALL VALUE P 2014-01-01 2015-02-27 3635 3070 565 565 FRANKLIN RESOURCES INC P 2014-01-01 2015-12-31 33048 33237 -189 -189 GOLDMAN SACHS GROUP INC P 2013-09-06 2015-03-02 2869 2357 512 512 GOLDMAN SACHS GROWTH OPPORTUNITIES P 2014-01-01 2015-02-27 9765 7980 1785 1785 GOLDMAN SACHS MID CAP P 2014-01-01 2015-02-27 14238 12639 1599 1599 GOOGLE INC P 2015-02-25 2015-08-10 4047 3279 768 768 JP MORGAN CHASE P 2014-01-01 2015-03-02 45178 29348 15830 15830 MACY'S INC P 2015-05-30 2015-11-25 29311 49538 -20227 -20227 MCDONALDS CORP P 2013-09-06 2015-03-02 1481 1447 34 34 MCKESSON INC P 2015-05-12 2015-08-10 2901 2985 -84 -84 METLIFE INC P 2010-08-09 2015-03-02 2807 2154 653 653 NOBLE ENERGY P 2013-09-09 2015-03-02 1489 2483 -994 -994 ORACLE CORP P 2011-04-27 2015-03-02 2832 2279 553 553 PERRIGO CO PLC P 2014-01-01 2015-12-31 87818 81587 6231 6231 PFIZER INC P 2013-09-06 2015-03-02 3802 2982 820 820 PRAXAIR INC P 2014-01-01 2015-03-02 33545 24828 8717 8717 QUALCOMM INC P 2013-09-06 2015-03-02 3572 3415 157 157 QUANTA SERVICES P 2014-01-01 2015-03-02 29483 25246 4237 4237 SCHLUMBERGER P 2014-01-01 2015-12-31 48593 52981 -4388 -4388 SECT SECTOR SPDR INDUSTRIAL P 2014-09-17 2015-03-02 49149 46250 2899 2899 SELECT SECTOR SPDR CONSUMER STAPLES P 2013-09-06 2015-03-02 1986 1596 390 390 SELECT SECTOR SPDR HEALTH CARE P 2014-04-22 2015-03-02 50350 40798 9552 9552 STERICYCLE INC P 2015-05-30 2015-08-10 74428 50365 24063 24063 THERMO FISHER SCIENTIFIC INC P 2013-09-06 2015-03-02 3928 2722 1206 1206 TJX CO INC P 2013-09-06 2015-03-02 4512 3519 993 993 VANGUARD MEGA CAP VALUE EFT P 2015-01-06 2015-12-31 241173 237774 3399 3399 VANGUARD MEGA CAP VALUE EFT P 2014-01-01 2015-03-02 3855 3129 726 726 VISA INC P 2014-01-01 2015-03-02 24560 6258 18302 18302 VMWARE INC P 2013-09-06 2015-12-31 8101 10643 -2542 -2542 WALMART P 2012-02-23 2015-03-02 2092 1350 742 742 WELLS FARGO & CO P 2013-09-06 2015-03-02 4694 3538 1156 1156 CAPITAL GAINS DIVIDENDS P 59809 59809 59809 292291 13516 0 255000 3973849 0.064170 273106 3411149 0.080063 252942 2865835 0.088261 204757 2502179 0.081831 277600 1203063 0.230744 0.545069 0.109014 4066598 443316 3641 446957 392286 7283 0 7283 0 7283 3900 3900 3383 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A LARA CHANDLER BELSLEY 3179188000 2113 E 62ND STREET 107 INDIANAPOLIS IN 46220 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4062932 65594 0 4128526 0 0 4128526 61928 4066598 203330 203330 7283 7283 196047 0 196047 0 196047 392286 0 392286 0 392286 196047 0 0 277750 81134 111266 107097 60165 637412 392286 0 0 0 196047 196239 0 0 833651 0 0 0 0 0 0 277750 555901 81134 111266 107097 60165 196239 X A LEGACY OF GIVING 5315 GUADALUPE ST AUSTIN TX 78751 ASSIST IN COMMUNITY 35000 ARTS FOR LEARNING 3921 N MERIDIAN ST INDIANPOLIS IN 46208 COMMUNITY ASSISTANCE 5000 ATTITUDINAL HEALING CONNECTION 3278 WEST ST OAKLAND CA 94608 COMMUNITY ASSISTANCE 8000 AUTISM SOCIETY OF INDIANA 3951 N MERIDIAN ST INDIANAPOLIS IN 46208 COMMUNITY ASSISTANCE 1000 BOYS & GIRLS CLUB OF INDIANAPOLIS 3530 S KEYSTONE AVE INDIANAPOLIS IN 46208 COMMUNITY ASSISTANCE 5000 BREAST CANCER NAVAGATOR PROGRAM 2600 NETWORK BLVD FRISCO TX 75034 COMMUNITY ASSISTANCE 2000 BREBEUF JESUIT PREPARATORY SCHOOL 2801 W 86TH ST INDIANAPOLIS IN 46268 EDUCATION 5000 BROOKE'S PLACE 50 EAST 91ST STREET 103 INDIANAPOLIS IN 46268 IMPROVE EDUCATIONAL PROGRAMS 6500 CAMP ERIN 2426 32ND AVE W SUITE 200 SEATTLE WA 98199 COMMUNITY ASSISTANCE 8000 CAMP HEALING TREE 50 EAST 91ST STREET INDIANAPOLIS IN 46240 COMMUNITY ASSISTANCE 8000 CHARLES A BEARD SCHOOL CORP 8139 W US 40 KNIGHTSTOWN IN 46148 EDUCATION 1000 CHAUCIE'S PLACE 4607 E 106 STREET CARMEL IN 46033 OFFER COMMUNITY ASSISTANCE 7500 CHILDREN'S BUREAU INC 1575 DR MLK JR STREET INDIANAPOLIS IN 46202 COMMUNITY ASSISTANCE 3000 CHRISTAMORE HOUSE 502 NORTH TREMONT STREET INDIANAPOLIS IN 46222 OFFER COMMUNITY ASSISTANCE 5000 COBURN PLACE 604 EAST 38TH STREET INDIANAPOLIS IN 46205 OFFER COMMUNITY ASSISTANCE 7500 COCODA 5055 W 15TH STREET INDIANAPOLIS IN 46224 COMMUNITY ASSISTANCE 7500 COMMUNITY HOSPITAL FOUNDATION 1500 N RITTER AVE INDIANAPOLIS IN 46219 OFFER COMMUNITY ASSISTANCE 2500 COVENANT HIGH SCHOOL 7525 W 21ST STREET INDIANAPOLIS IN 46214 COMMUNITY ASSISTANCE 1000 CULVER SCHOLARSHIP FUND 1300 ACADEMY RD CULVER IN 46511 COMMUNITY ASSISTANCE 1000 DAYSPRING CENTER PO BOX 44105 INDIANAPOLIS IN 46244 COMMUNITY ASSISTANCE 6000 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 5000 DRESS FOR SUCCESS INDIANAPOLIS INC 820 N MERIDIAN STREEET INDIANAPOLIS IN 46204 ASSIST IN COMMUNITY 2500 DYSLEXIA INSTITUTE OF INDIANA 8395 KEYSTONE CROSSING INDIANAPOLIS IN 46240 OFFER COMMUNITY ASSISTANCE 5000 EXODUS REFUGEE IMMIGRATION 1125 E BROOKSIDE AVE C9 INDIANAPOLIS IN 46202 COMMUNITY ASSISTANCE 2500 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 2500 GLEANERS FOOD BANK 1102 EAST 16TH STREET INDIANAPOLIS IN 46202 OFFER COMMUNITY ASSISTANCE 5000 HABITAT FOR HUM HAMILTON 17917 HOLLOW BROOK COURT NOBLESVILLE IN 46062 OFFER COMMUNITY ASSISTANCE 5000 HABITAT FOR HUM JOHNSON PO BOX 302 FRANKLIN IN 46131 OFFER COMMUNITY ASSISTANCE 5000 HAMILTON COUNTY SHERIFF'S CHAPLIANCY 18100 CUMBERLAND RD NOBLESVILLE IN 46060 SUPPORT RELIGIOUS PROGRAMS 3000 HANCOCK COUNTY CHILDREN'S CHOIR 2271 S MOELLER CIRCLE NEW PALESTINE IN 46163 COMMUNITY ASSISTANCE 3500 HAPPY HOLLOW CHILD CAMP 615 N ALABAMA STREET INDIANAPOLIS IN 46204 IMPROVE EDUCATIONAL PROGRAMS 5000 HEALING HEART YOUTH BEREAVEMENT PROG 7240 SHADELAND STATION STE 125 INDIANAPOLIS IN 46256 COMMUNITY ASSISTANCE 1000 HEART & HANDS OF INDIANA 337 N WARMAN AVE INDIANAPOLIS IN 46222 COMMUNITY ASSISTANCE 2500 HERRON HIGH SCHOOL 110 E 16TH STREET INDIANAPOLIS IN 46202 EDUCATION 5000 HOLE IN THE WALL GANG CAMP 565 ASHFORD CENTER RD ASHFORD CT 06278 COMMUNITY ASSISTANCE 5000 HOPE COUNSELING CENTER 8320 E 10TH STREET INDIANAPOLIS IN 46219 COMMUNITY ASSISTANCE 1000 HOPE CRISIS RESPONSE NETW PO BOX 2123 ELKHART IN 46515 OFFER COMMUNITY ASSISTANCE 5000 HORIZON HOUSE INC 1033 E WASHINGTON STREET INDIANAPOLIS IN 46202 COMMUNITY ASSISTANCE 5000 HUMANE SOCIETY OF HAMILTON COUNTY 1721 PLEASANT STREET NOBLESVILLE IN 46060 OFFER COMMUNITY ASSISTANCE 2500 HUMANE SOCIETY OF INDIANAPOLIS 7929 N MICHIGAN ROAD INDIANAPOLIS IN 46268 ASSIST IN COMMUNITY 3000 INDIANA BLIND CHILDREN'S FOUNDATION 7725 N COLLEGE AVENUE INDIANAPOLIS IN 46240 CHILD ASSISTANCE 5000 INDIANA MASONIC HOME INC 690 STATE ST FRANKLIN IN 46131 COMMUNITY ASSISTANCE 1000 INDIANAPOLIS ART CENTER 820 E 67TH STREET INDIANAPOLIS IN 46220 COMMUNITY ASSISTANCE 3000 INDIANAPOLIS ZOO SOC 1200 WEST WASHINGTON ST INDIANAPOLIS IN 46222 CONSERVATION OF ENVIRONMENT 7000 IRVINGTON FRIENDS MEETING 831 N EDMONDSON AVE INDIANAPOLIS IN 46219 COMMUNITY ASSISTANCE 1000 IVY TECH STATE COLLEGE 50 W FALL CREEK PARKWAY INDIANAPOLIS IN 46208 EDUCATIONAL ASSISTANCE 5000 JACKSON CENTER FOR CONDUCTIVE EDUCATION 802 SAMUEL MOORE PARKWAY MOORESVILLE IN 46158 EDUCATION 2500 JAMESON CAMP INC PO BOX 31156 INDIANAPOLIS IN 46231 OFFER COMMUNITY ASSISTANCE 10000 JOHN P CRAINE HOUSE INC 6130 N MICHIGAN ROAD INDIANAPOLIS IN 46228 COMMUNITY ASSISTANCE 5000 JOUBERT SYNDROME & RELATED DISORDERS 1415 WEST AVENUE CINCINNATI OH 45215 MEDICAL RESEARCH 1000 JOY'S HOUSE 2028 E BROAD RIPPLE AVE INDIANAPOLIS IN 46220 OFFER COMMUNITY ASSISTANCE 1000 JULIAN CENTER 2011 N MERIDIAN STREET INDIANAPOLIS IN 46202 OFFER COMMUNITY ASSISTANCE 1000 KEEP INDIANAPOLIS BEAUTIFUL 1029 FLETCHER AVENUE 100 INDIANAPOLIS IN 46203 OFFER COMMUNITY ASSISTANCE 5000 LA PLAZA INC 8902 E 38TH STREET INDIANAPOLIS IN 46226 OFFER COMMUNITIY ASSISTANCE 5000 LAMBA LEGAL 120 WALL STREET NEW YORK NY 10015 COMMUNITY ASSISTANCE 2500 LITTLE RED DOOR 1801 N MERIDIAN STREET INDIANAPOLIS IN 46202 SUPPORT MEDICAL FIELD 5000 MAMA'S CUPBOARD 206 E 2ND STREET SHERIDAN IN 46069 COMMUNITY ASSISTANCE 25000 MARTIN LUTHER KING COMMUNITY CENTER 40 W 40TH STREET INDIANAPOLIS IN 46208 COMMUNITY ASSISTANCE 5000 MUSCULAR DYSTROPHY ASSOCIATION 9100 PURDUE ROAD INDIANAPOLIS IN 46268 COMMUNITY ASSISTANCE 500 NAMI INDIANA INC 2601 COLD SPRINGS ROAD INDIANAPOLIS IN 46222 COMMUNITY ASSISTANCE 5000 OVERDOSE LIFETIME 7331 LAKESIDE DRIVE INDIANAPOLIS IN 46278 COMMUNITY ASSISTANCE 3000 PEACE LEARNING CENTER INC 6040 DELONG ROAD INDIANAPOLIS IN 46254 ASSIST IN COMMUNITY 5000 PEYBACK FOUNDATION 6325 N GUILFORD AVENUE STE 201 INDIANAPOLIS IN 46220 CHILDREN'S CHARITY 5000 PREVAIL INC 1100 S 9TH STREET 100 NOBLESVILLE IN 46060 COMMUNITY ASSISTANCE 1000 PROGRESS HOUSE 2456 N BOLTON AVE INDIANAPOLIS IN 46218 COMMUNITY ASSISTANCE 5000 REACH FOR YOUTH INC 3505 WASHINGTON BLVD INDIANAPOLIS IN 46205 COMMUNITY ASSISTANCE 2500 RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN STREET STE 200 INDIANAPOLIS IN 46204 MEDICAL RESEARCH 5000 RONALD MCDONALD HOUSE OF INDIANA 435 LIMESTONE STREET INDIANAPOLIS IN 46202 FAMILY ASSISTANCE 1000 SALVATION ARMY 3100 NORTH MERIDIAN ST INDIANAPOLIS IN 46208 OFFER COMMUNITY ASSISTANCE 1000 SCHOOL ON WHEELS CORP 2605 E 62ND STREET STE 2005 INDIANAPOLIS IN 46220 COMMUNITY ASSISTANCE 5000 SECOND HELPINGS INC 1121 SOUTHEASTERN INDIANAPOLIS IN 46202 ASSIST IN COMMUNITY 5000 SOCIAL HEALTH ASSOCATION OF INDIANA 615 ALABAMA STREET STE 228 INDIANAPOLIS IN 46204 COMMUNITY ASSISTANCE 5000 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 5000 STARFISH INITIATIVE 6958 HILLSDALE COURT INDIANAPOLIS IN 46250 COMMUNITY ASSISTANCE 4000 STATE POLICE ALLIANCE 1415 SHELBY ST INDIANAPOLIS IN 46203 COMMUNITY ASSISTANCE 3000 TEACHERS TREASURES 1800 E 10TH STREET INDIANAPOLIS IN 46201 COMMUNITY ASSISTANCE 2500 TEENWORKS 2820 N MERIDIAN ST STE 103 INDIANAPOLIS IN 46208 COMMUNITY ASSISTANCE 5000 THE SHARING PLACE 6501 SUNNYSIDE ROAD INDIANAPOLIS IN 46236 COMMUNITY ASSISTANCE 15000 TINDLEY ACCELERATED SCHOOLS 3960 MEADOWS DRIVE INDIANAPOLIS IN 46205 EDUCATION 4286 TROOPER BARTUM MEMORIAL FUND PO BOX 24123 SPEEDWAY IN 46224 COMMUNITY ASSISTANCE 1000 UNITED CHRISTMAS SERVICE 3901 N MERIDIAN STREET INDIANAPOLIS IN 46208 COMMUNITY ASSISTANCE 2000 UNITED METHODIST COMMITTEE ON RELIEF 475 RIVERSIDE DRIVE NEW YORK NY 10015 COMMUNITY ASSISTANCE 5000 WOODEN FLOOR 1810 N MAIN STREET SANTA ANA CA 92706 COMMUNITY ASSISTANCE 5000 392286 0 14 71856 14 292291 0 0 364147 364147 4 HELPS PROVIDE FOR LONGEVITY OF FOUNDATION 8 HELPS PROVIDE FOR LONGEVITY OF FOUNDATION 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND GERRY GRIFFITH 3922 EAST 79TH STREET INDIANAPOLIS IN 46240 302478 X 1 3909 SHARES OF EXXON MOBILE CORP 302478 2015-12-18 ACCOUNTING FEES 4772 0 0 0 3641623 3982656 BANK FEES 16758 0 0 0 ADMINISTRATION FEES 2919 0 0 0 DUES & MEMBERSHIPS 2055 0 0 0 INSURANCE 595 0 0 0 POSTAGE 384 0 0 0 MISC. -1515 0 0 0 ADJUSTMENT 33082 FOREIGN TAX ON DIVIDENDS 679 0 0 0 FEDERAL TAX 7808 0 0 0