BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-20
- IRS object ID
- 201522019349100407
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-20T12:17:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-07-09 | 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 | 2015-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,250,001 | 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 | $328,744 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,814 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $79,814 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,131,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $717,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,814 | 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 | $8,075 | 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 | $4,484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,169 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,107 | 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 | $37,835 | 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 | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $424,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,814 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $172,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,808,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,294,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,143,208 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,980,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,400,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,250,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,980,889 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,400,913 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,980,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,400,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,980,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,400,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,980,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $424,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,405,108 | SubtotalAmt |
| Other Decreases | $4,195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,400,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $113,023 | GrossSalesPriceAmt |
| Gain Or Loss | $113,023 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $113,023 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,023 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,411,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,865,835 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $204,757 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,502,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,203,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.230744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,500 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.480899 | TotalDistributionRt |
| Average Distribution | 0.096180 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,973,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $382,205 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,928 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $384,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $255,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,857 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,857 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,857 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,900 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $8 | 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 | $3,894,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,034,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,034,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,973,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,857 | TotalTaxAmt |
| Distributable Before Adj | $194,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $255,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $179,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,266 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $756,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,165 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $816,942 | 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 | $179,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $637,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,750 | ExcessFromYear4Amt |
| Excess From Year3 | $81,134 | ExcessFromYear3Amt |
| Excess From Year2 | $111,266 | ExcessFromYear2Amt |
| Excess From Year1 | $107,097 | ExcessFromYear1Amt |
| Excess From Current Year | $60,165 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A HOPE FOR CHILDREN | |||||
| 104 HUME AVENUE | ALEXANDRIA | VA | 22301 | COMMUNITY ASSISTANCE | $1,000 |
| A LEGACY OF GIVING | |||||
| 5315 GUADALUPE ST | AUSTIN | TX | 78751 | ASSIST IN COMMUNITY | $10,000 |
| 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 |
| 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 |
| BURMESE COMMUNITY CENTER | |||||
| 8600 N COLLEGE AVENUE 127 | INDIANAPOLIS | IN | 46240 | COMMUNITY ASSISTANCE | $2,000 |
| CALVARY BAPTIST CHURCH | |||||
| 200 SUNSET BLVD | GREENWOOD | IN | 46142 | COMMUNITY ASSISTANCE | $1,000 |
| 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 | $5,000 |
| CHAUCIE'S PLACE | |||||
| 4607 E 106 STREET | CARMEL | IN | 46033 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| CHRISTAMORE HOUSE | |||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | OFFER COMMUNITY ASSISTANCE | $25,000 |
| COBURN PLACE | |||||
| 604 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| COCODA | |||||
| 5055 W 15TH STREET | INDIANAPOLIS | IN | 46224 | COMMUNITY ASSISTANCE | $6,000 |
| COMMUNITY HOSPITAL FOUNDATION | |||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| 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 |
| DOVE RECOVERY HOUSE FOR WOMEN | |||||
| 14 N HIGHLAND AVENUE | INDIANPOLIS | IN | 46202 | COMMUNITY ASSISTANCE | $5,000 |
| DRESS FOR SUCCESS INDIANAPOLIS INC | |||||
| 820 N MERIDIAN STREEET | INDIANAPOLIS | IN | 46204 | ASSIST IN COMMUNITY | $2,000 |
| ETHEOPIA READS | |||||
| 1516 W LAKE STREET STE 107 | MINNEAPOLIS | MN | 55404 | LITERACY | $1,000 |
| FRIENDS OF WHITE RIVER | |||||
| PO BOX 90171 | INDIANAPOLIS | IN | 46290 | COMMUNITY ASSISTANCE | $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 CHAPLAIN | |||||
| HAMILTON COUNTY SHERIFFS | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $5,000 |
| HAPPY HOLLOW CHILD CAMP | |||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | IMPROVE EDUCATIONAL PROGRAMS | $5,000 |
| HOPE CRISIS RESPONSE NETW | |||||
| PO BOX 2123 | ELKHART | IN | 46515 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| HUMANE SOCIETY OF HAMILTON COUNTY | |||||
| 1721 PLEASANT STREET | NOBLESVILLE | IN | 46060 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| 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 CRISIS ASSISTANCE RESPONSE | |||||
| PO BOX 44168 | INDIANAPOLIS | IN | 46244 | COMMUNITY ASSISTANCE | $5,000 |
| INDIANA MASONIC HOME INC | |||||
| 690 STATE ST | FRANKLIN | IN | 46131 | COMMUNITY ASSISTANCE | $1,000 |
| INDIANAPOLIS ZOO SOC | |||||
| 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | CONSERVATION OF ENVIRONMENT | $2,000 |
| 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 |
| JOHNSON COUNTY HUMANE SOCIETY | |||||
| 3827 N GRAHAM ROAD | FRANKLIN | IN | 46131 | COMMUNITY ASSISTANCE | $500 |
| 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 | $2,000 |
| KEEP INDIANAPOLIS BEAUTIFUL | |||||
| 1029 FLETCHER AVENUE 100 | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| KNIGHTSTOWN YOUTH SPORTS | |||||
| 777 W LAKE ST | KNIGHTSTOWN | IN | 46148 | COMMUNITY ASSISTANCE | $1,000 |
| 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 |
| MOMMA'S CUPBOARD | |||||
| 206 E 2ND STREET | SHERIDAN | IN | 46069 | COMMUNITY ASSISTANCE | $4,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||
| 9100 PURDUE ROAD | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $500 |
| PEYBACK FOUNDATION | |||||
| 6325 N GUILFORD AVENUE STE 201 | INDIANAPOLIS | IN | 46220 | CHILDREN'S CHARITY | $5,000 |
| 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 |
| SOCIAL HEALTH ASSOCATION OF INDIANA | |||||
| 615 ALABAMA STREET STE 228 | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $5,000 |
| SOUTHEAST COMMUNITY SERVICES | |||||
| 901 SHELBY STREET | INDIANAPOLIS | IN | 46203 | ASSIST IN COMMUNITY | $3,000 |
| SPECIAL OLYMPICS MORGAN COUNTY | |||||
| 1322 KANTERBURY LANE | MOORESVILLE | IN | 46158 | OFFER COMMUNITY ASSISTANCE | $2,000 |
| ST JUDE RESEARCH HOSPITAL | |||||
| 755 W CARMEL DRIVE STE 201 | CARMEL | IN | 46032 | MEDICAL RESEARCH | $500 |
| STATE POLICE ALLIANCE | |||||
| 1415 SHELBY ST | INDIANAPOLIS | IN | 46203 | COMMUNITY ASSISTANCE | $3,000 |
| THE HOLE IN THE WALL GANG CAMP | |||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | SUPPORT MEDICAL FIELD | $5,000 |
| THE HOPE FUND | |||||
| 831 N EDMONDSON AVE | INDIANAPOLIS | IN | 46219 | COMMUNITY ASSISTANCE | $1,000 |
| THE JULIAN CENTER | |||||
| 2011 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $1,000 |
| THE OAKS ACADEMY | |||||
| 2301 N PARK AVE | INDIANAPOLIS | IN | 46205 | EDUCATION | $2,500 |
| THE ORCHARD SCHOOL | |||||
| 615 W 64TH ST | INDIANPOLIS | IN | 46260 | EDUCATIONAL ASSISTANCE | $1,000 |
| THE SHARING PLACE | |||||
| 6501 SUNNYSIDE ROAD | INDIANAPOLIS | IN | 46236 | COMMUNITY ASSISTANCE | $5,000 |
| 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 RELIE | |||||
| 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 | $255,000 | 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 | $79,814 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $308,496 | 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 | $388,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $388,310 | 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 | $328,744 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3493 SHARES OF EXXON MOBILE CORP | NoncashPropertyDesc |
| Fair Market Value | $328,744 | FairMarketValueAmt |
| Received | 2014-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,075 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (103 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE, INC. | 2013-09 | PURCHASED | 2014-04 | $8,773 | $5,276 | $0 | $3,497 |
| BOEING | 2014-06 | PURCHASED | 2014-09 | $639 | $690 | $0 | -$51 |
| CONOCOPHILLIPS | 2013-09 | PURCHASED | 2014-02 | $2,309 | $2,466 | $0 | -$157 |
| CVS | 2013-09 | PURCHASED | 2014-02 | $1,121 | $999 | $0 | $122 |
| EBAY | 2013-05 | PURCHASED | 2014-02 | $2,011 | $2,007 | $0 | $4 |
| PERRIGO CO LLC | 2013-12 | PURCHASED | 2014-02 | $3,229 | $3,349 | $0 | -$120 |
| PERRIGO CO LLC | 2013-12 | PURCHASED | 2014-09 | $2,188 | $2,283 | $0 | -$95 |
| SELECT SPECTO DPDR HLTH CARE ETF | 2014-04 | PURCHASED | 2014-09 | $1,289 | $1,171 | $0 | $118 |
| SELECT SPECTO DPDR HLTH CARE ETF | 2014-04 | PURCHASED | 2014-11 | $19,976 | $17,150 | $0 | $2,826 |
| SELECT SECTOR SPDR INDUSTRIAL | 2013-09 | PURCHASED | 2014-02 | $49,034 | $44,590 | $0 | $4,444 |
| SELECT SECTOR SPDR INDUSTRIAL | 2013-09 | PURCHASED | 2014-06 | $43,726 | $35,762 | $0 | $7,964 |
| SELECT SECTOR SPDR INDUSTRIAL | 2014-09 | PURCHASED | 2014-11 | $29,993 | $29,016 | $0 | $977 |
| THORNBURG INTL VALUE | 2014-02 | PURCHASED | 2014-09 | $6,307 | $6,109 | $0 | $198 |
| UNION PACIFIC CORP | 2014-02 | PURCHASED | 2014-09 | $1,095 | $876 | $0 | $219 |
| VANGUARD REIT | 2014-02 | PURCHASED | 2014-09 | $4,525 | $4,117 | $0 | $408 |
| VMWARE INC. CL A | 2013-09 | PURCHASED | 2014-02 | $2,181 | $2,043 | $0 | $138 |
| ABBOTT LABS | 2012-02 | PURCHASED | 2014-02 | $1,428 | $2,197 | $0 | -$769 |
| ABBOTT LABS | 2013-09 | PURCHASED | 2014-09 | $1,082 | $842 | $0 | $240 |
| ABBVIE, INC. | 2012-02 | PURCHASED | 2014-02 | $1,865 | $1,137 | $0 | $728 |
| ABBVIE, INC. | 2012-02 | PURCHASED | 2014-04 | $15,559 | $9,357 | $0 | $6,202 |
| ALBEMARLE | 2011-04 | PURCHASED | 2014-02 | $1,129 | $1,080 | $0 | $49 |
| ALBEMARLE | 2011-01 | PURCHASED | 2014-09 | $30,472 | $28,385 | $0 | $2,087 |
| ALLERGAN INC. | 2013-01 | PURCHASED | 2014-02 | $3,280 | $2,595 | $0 | $685 |
| ALLERGAN INC. | 2011-01 | PURCHASED | 2014-04 | $59,240 | $33,663 | $0 | $25,577 |
| ALLERGAN INC. | 2012-04 | PURCHASED | 2014-09 | $849 | $468 | $0 | $381 |
| APPLE COMPUTER INC. | 2013-09 | DONATED | 2014-09 | $3,042 | $2,131 | $0 | $911 |
| CHEVRONTEXACO | 2011-11 | PURCHASED | 2014-02 | $2,554 | $2,437 | $0 | $117 |
| CHURCH & DWIGHT INC. | 2013-09 | DONATED | 2014-09 | $1,054 | $852 | $0 | $202 |
| CITIGROUP INC. | 2011-04 | PURCHASED | 2014-02 | $2,064 | $1,941 | $0 | $123 |
| CITIGROUP INC. | 2013-09 | PURCHASED | 2014-09 | $1,308 | $1,236 | $0 | $72 |
| CONOCOPHILLIPS | 2013-09 | PURCHASED | 2014-09 | $18,115 | $15,411 | $0 | $2,704 |
| COSTCO WHSL CORP | 2011-09 | DONATED | 2014-02 | $1,028 | $533 | $0 | $495 |
| DANAHER CORP | 2013-09 | PURCHASED | 2014-09 | $15,181 | $12,963 | $0 | $2,218 |
| DIRECTV | 2011-05 | PURCHASED | 2014-02 | $2,876 | $1,971 | $0 | $905 |
| DIRECTV | 2013-09 | PURCHASED | 2014-09 | $2,178 | $1,475 | $0 | $703 |
| DRIEHAUS EMERGIN MKTS | 2012-02 | DONATED | 2014-09 | $18,645 | $12,681 | $0 | $5,964 |
| EAGLE SMALL CAP GROWTH | 2012-11 | PURCHASED | 2014-09 | $1,773 | $1,280 | $0 | $493 |
| EBAY | 2015-05 | PURCHASED | 2014-09 | $1,553 | $1,627 | $0 | -$74 |
| EMERSON ELEC CO | 2010-01 | DONATED | 2014-09 | $22,752 | $17,871 | $0 | $4,881 |
| FEDERATED CLOVER SMALL VALUE | 2012-12 | PURCHASED | 2014-09 | $1,660 | $1,270 | $0 | $390 |
| FRANKLIN RES INC | 2013-09 | DONATED | 2014-09 | $1,115 | $450 | $0 | $665 |
| GOLDMAN SACHS GROUP INC. | 2013-02 | DONATED | 2014-09 | $924 | $786 | $0 | $138 |
| GOLDMAN SACHS GROWTH OPP | 2012-12 | DONATED | 2014-06 | $4,805 | $3,850 | $0 | $955 |
| GOLDMAN SACHS MIDCAP VALUE | 2012-12 | DONATED | 2014-06 | $30,829 | $22,310 | $0 | $8,519 |
| JP MORGAN CHASE | 2013-09 | PURCHASED | 2014-09 | $1,808 | $1,580 | $0 | $228 |
| MCDONALDS CORP | 2013-09 | PURCHASED | 2014-09 | $467 | $482 | $0 | -$15 |
| NOBLE ENGERY INC. | 2010-01 | DONATED | 2014-02 | $1,556 | $1,334 | $0 | $222 |
| NOBLE ENGERY INC. | 2013-09 | PURCHASED | 2014-09 | $1,065 | $281 | $0 | $784 |
| ORACLE CORPORATION | 2011-04 | PURCHASED | 2014-02 | $1,903 | $1,823 | $0 | $80 |
| ORACLE CORPORATION | 2011-04 | PURCHASED | 2014-09 | $1,232 | $1,052 | $0 | $180 |
| PFIZER INC | 2013-01 | PURCHASED | 2014-02 | $2,924 | $2,575 | $0 | $349 |
| PFIZER INC | 2013-09 | PURCHASED | 2014-09 | $1,665 | $1,491 | $0 | $174 |
| PRAXAIR INC | 2013-09 | PURCHASED | 2014-09 | $662 | $592 | $0 | $70 |
| QUALCOMM INC | 2011-07 | DONATED | 2014-02 | $3,070 | $2,277 | $0 | $793 |
| QUALCOMM INC | 2013-09 | PURCHASED | 2014-09 | $1,893 | $1,708 | $0 | $185 |
| QUANTA SVCS INC. | 2013-05 | PURCHASED | 2014-09 | $922 | $719 | $0 | $203 |
| SCHLUMBERGER LTD | 2011-09 | DONATED | 2014-02 | $1,327 | $864 | $0 | $463 |
| SCHLUMBERGER LTD | 2011-09 | PURCHASED | 2014-02 | $1,031 | $856 | $0 | $175 |
| SELECT SECTOR SPDR CONSUMER DISCR | 2010-01 | PURCHASED | 2014-11 | $34,049 | $28,227 | $0 | $5,822 |
| SELECT SECTOR SPDR CONSUMER STAPLES | 2012-06 | PURCHASED | 2014-02 | $1,254 | $1,052 | $0 | $202 |
| SELECT SECTOR SPDR CONSUMER STAPLES | 2013-09 | PURCHASED | 2014-09 | $681 | $599 | $0 | $82 |
| SELECT SECTOR SPDR TR UTILS | 2012-06 | PURCHASED | 2014-02 | $1,156 | $1,097 | $0 | $59 |
| SELECT SECTOR SPDR TR UTILS | 2013-09 | PURCHASED | 2014-09 | $641 | $557 | $0 | $84 |
| STERICYCLE | 2013-09 | PURCHASED | 2014-09 | $583 | $564 | $0 | $19 |
| TARGET CORP | 2010-01 | DONATED | 2014-09 | $15,015 | $14,776 | $0 | $239 |
| THERMO FISHER SCIENTIFIC | 2013-09 | PURCHASED | 2014-09 | $1,852 | $1,361 | $0 | $491 |
| TJX CO INC | 2011-09 | DONATED | 2014-02 | $1,954 | $1,824 | $0 | $130 |
| VANGUARD REIT ETF | 2013-09 | PURCHASED | 2014-09 | $118,471 | $103,853 | $0 | $14,618 |
| VANGUARD VALUE ETF | 2013-09 | PURCHASED | 2014-09 | $1,660 | $1,391 | $0 | $269 |
| VISA | 2013-09 | PURCHASED | 2014-09 | $2,156 | $1,770 | $0 | $386 |
| VMWARE INC CL A | 2013-09 | PURCHASED | 2014-09 | $1,415 | $1,277 | $0 | $138 |
| WALMART | 2012-02 | DONATED | 2014-02 | $1,598 | $1,246 | $0 | $352 |
| WALMART | 2012-02 | DONATED | 2014-09 | $761 | $566 | $0 | $195 |
| WELLS FARGO | 2011-01 | DONATED | 2014-02 | $3,078 | $2,136 | $0 | $942 |
| WELLS FARGO | 2013-09 | PURCHASED | 2014-09 | $2,099 | $1,665 | $0 | $434 |
| ABBVIE, INC. | 2010-12 | DONATED | 2014-04 | $24,235 | $14,568 | $0 | $9,667 |
| APPLE COMPUTER INC. | 2010-01 | DONATED | 2014-02 | $4,614 | $2,776 | $0 | $1,838 |
| CHURCH & DWIGHT INC. | 2010-01 | DONATED | 2014-02 | $1,897 | $587 | $0 | $1,310 |
| COSTCO WHSL CORP | 2010-01 | DONATED | 2014-02 | $800 | $465 | $0 | $335 |
| DANAHER CORP | 2010-01 | DONATED | 2014-02 | $3,162 | $1,859 | $0 | $1,303 |
| DANAHER CORP | 2010-01 | DONATED | 2014-09 | $6,450 | $3,545 | $0 | $2,905 |
| EMERSON ELEC CO | 2010-01 | DONATED | 2014-02 | $2,170 | $1,882 | $0 | $288 |
| EMERSON ELEC CO | 2010-01 | DONATED | 2014-09 | $33,452 | $28,720 | $0 | $4,732 |
| FRANKLIN RES INC | 2010-01 | DONATED | 2014-02 | $1,684 | $3,859 | $0 | -$2,175 |
| GOLDMAN SACHS GROUP INC. | 2010-01 | DONATED | 2014-02 | $1,614 | $1,674 | $0 | -$60 |
| GOLDMAN SACHS MIDCAP VALUE | 2011-06 | DONATED | 2014-06 | $18,941 | $14,996 | $0 | $3,945 |
| JP MORGAN CHASE | 2010-01 | DONATED | 2014-02 | $2,987 | $2,102 | $0 | $885 |
| MCDONALDS CORP | 2010-01 | DONATED | 2014-02 | $1,137 | $948 | $0 | $189 |
| METLIFE INC. | 2010-01 | DONATED | 2014-02 | $2,131 | $1,723 | $0 | $408 |
| METLIFE INC. | 2010-01 | DONATED | 2014-09 | $1,380 | $979 | $0 | $401 |
| PRAXAIR INC | 2010-01 | DONATED | 2014-02 | $1,363 | $1,011 | $0 | $352 |
| QUANTA SVCS INC. | 2010-01 | DONATED | 2014-02 | $1,228 | $719 | $0 | $509 |
| SCHLUMBERGER LTD | 2010-01 | DONATED | 2014-02 | $973 | $831 | $0 | $142 |
| SELECT SECTOR SPDR CONSUMER DISCR | 2010-01 | DONATED | 2014-02 | $2,212 | $1,262 | $0 | $950 |
| SELECT SECTOR SPDR CONSUMER DISCR | 2010-01 | DONATED | 2014-11 | $5,976 | $3,102 | $0 | $2,874 |
| STERICYCLE | 2010-01 | DONATED | 2014-02 | $1,602 | $1,001 | $0 | $601 |
| TARGET CORP | 2010-01 | DONATED | 2014-02 | $1,952 | $1,936 | $0 | $16 |
| TARGET CORP | 2010-01 | DONATED | 2014-09 | $40,835 | $35,958 | $0 | $4,877 |
| THERMO FISHER SCIENTIFIC | 2010-01 | DONATED | 2014-02 | $2,858 | $1,281 | $0 | $1,577 |
| THORNBURG INTL VALUE CL I | 2010-03 | DONATED | 2014-09 | $166,232 | $149,939 | $0 | $16,293 |
| VISA | 2010-01 | DONATED | 2014-02 | $3,708 | $1,293 | $0 | $2,415 |
| WALGREEN CO | 2010-01 | DONATED | 2014-02 | $1,595 | $929 | $0 | $666 |
| WALGREEN CO | 2010-01 | DONATED | 2014-09 | $44,229 | $20,405 | $0 | $23,824 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,294,120 | EOYBookValueAmt |
| EOYFMV | $4,143,208 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $4,195 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $16,087 | $0 | $0 | $0 |
| ADMINISTRATION FEES | $1,350 | $0 | $0 | $0 |
| DUES & MEMBERSHIPS | $75 | $0 | $0 | $0 |
| INSURANCE | $595 | $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 | $621 | $0 | $0 | $0 |
| FEDERAL TAX | $3,863 | $0 | $0 | $0 |
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