BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-21
- IRS object ID
- 201422339349100302
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-21T14:05:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8555 N RIVER RD STE 300 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 100 | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY GRIFFITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3173664631 | PhoneNum |
| Signature | 2014-08-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A MCDANIEL CPA | PreparerPersonNm |
| PTIN | P00271314 | PTIN |
| Phone | 3178424466 | PhoneNum |
| Preparation | 2014-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,819,228 | 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 | $225,046 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $53,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,805 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,805 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,423,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $504,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,698 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,805 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $125 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,227 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,376 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,347 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,805 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,864 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,678,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,808,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,646,364 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,781,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,980,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,819,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,781,101 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,980,889 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,781,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,980,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,781,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,980,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,781,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $705 | OtherIncreasesAmt |
| Subtotal | $2,980,889 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,980,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $252,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,865,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088261 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,757 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,502,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081831 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $277,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,203,063 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.230744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,500 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.400836 | TotalDistributionRt |
| Average Distribution | 0.133612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,411,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $455,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $456,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $275,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,274 | SubtotalAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $2,293 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,325,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,463,095 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,463,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,411,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,274 | TotalTaxAmt |
| Distributable Before Adj | $168,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $168,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $168,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $275,380 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $275,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,283 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $179,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $277,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $649,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $275,380 | QualifyingDistributionsAmt |
| Applied To Current Year | $168,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,097 | RemainingDistriFromCorpusAmt |
| Total Corpus | $756,777 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $756,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,530 | ExcessFromYear4Amt |
| Excess From Year3 | $277,750 | ExcessFromYear3Amt |
| Excess From Year2 | $81,134 | ExcessFromYear2Amt |
| Excess From Year1 | $111,266 | ExcessFromYear1Amt |
| Excess From Current Year | $107,097 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A LEGACY OF GIVING | ||||||
| 5315 GUADALUPE ST | SUITE 300 | AUSTIN | TX | 78751 | ASSIST IN COMMUNITY | $10,000 |
| ASSOCIATION OF SMALL FOUN | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | OFFER COMMUNITY SERVICE | $750 | |
| ATTITUDINAL HEALING CONNECTION | ||||||
| 3278 WEST ST | OAKLAND | CA | 94608 | COMMUNITY ASSISTANCE | $1,000 | |
| AUTISM SOCIETY OF INDIANA | ||||||
| 3951 N MERIDIAN ST | 220 | INDIANAPOLIS | IN | 46208 | COMMUNITY ASSISTANCE | $1,000 |
| BABY BRODY PENDILL MEMORIAL SCHOLAR | ||||||
| 56 N MAIN STREET | MARTINSVILLE | IN | 46151 | COMMUNITY ASSISTANCE | $500 | |
| BREAST CANCER NAVAGATOR PROGRAM | ||||||
| 2600 NETWORK BLVD | SUITE 300 | FRISCO | TX | 75034 | COMMUNITY ASSISTANCE | $1,000 |
| BRIGHTWOOD COMMUNITY CENTER | ||||||
| 2410 STATION STREE | INDIANAPOLIS | IN | 46218 | OFFER COMMUNITY ASSISTANCE | $2,500 | |
| BROADWAY CARES | ||||||
| 165 WEST 46TH STREET | 1300 | NEW YORK | NY | 10036 | SUPPORT MEDICAL FIELD | $5,000 |
| BROOKE'S PLACE | ||||||
| 50 EAST 91ST STREET | SUITE 103 | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $10,000 |
| CALVARY BAPTIST CHURCH | ||||||
| 200 SUNSET BLVD | GREENWOOD | IN | 46142 | COMMUNITY ASSISTANCE | $1,000 | |
| CARE FOR KIDS FOUNDATION | ||||||
| 4760 KINGSWAY DR | INDIANAPOLIS | IN | 46205 | ASSIST IN COMMUNITY | $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 | $5,000 | |
| COBURN PLACE | ||||||
| 604 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| COMMUNITY HOSPITAL FOUNDATION | ||||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $6,000 | |
| COVENANT HIGH SCHOOL | ||||||
| 7525 W 21ST STREET | INDIANAPOLIS | IN | 46214 | COMMUNITY ASSISTANCE | $500 | |
| CULVER SCHOLARSHIP FUND | ||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | COMMUNITY ASSISTANCE | $1,000 | |
| 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 | $4,500 | |
| DRESS FOR SUCCESS INDIANAPOLIS INC | ||||||
| 820 N MERIDIAN STREEET | INDIANAPOLIS | IN | 46204 | ASSIST IN COMMUNITY | $1,000 | |
| DYSLEXIA INSTITUTE OF INDIANA | ||||||
| 8395 KEYSTONE CROSSING | SUITE 102 | INDIANAPOLIS | IN | 46240 | OFFER COMMUNITY ASSISTANCE | $3,000 |
| EDNA MARTIN CHRISTIAN CENTER | ||||||
| 2605 E 25TH STREET | INDIANAPOLIS | IN | 46218 | ASSIST IN COMMUNITY | $2,500 | |
| GLEANERS FOOD BANK | ||||||
| 1102 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| GOOD SAMARITAN NETWORK | ||||||
| 12933 PARKSIDE DRIVE | FISHERS | IN | 46038 | ASSIST IN COMMUNITY | $5,000 | |
| HABITAT FOR HUM HAMILTON | ||||||
| 17917 HOLLOW BROOK COURT | NOBLESVILLE | IN | 46062 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| HABITAT FOR HUM JOHNSON | ||||||
| PO BOX 302 | FRANKLIN | IN | 46131 | OFFER COMMUNITY ASSISTANCE | $2,500 | |
| HAMILTON COUNTY CHAPLAIN | ||||||
| HAMILTON COUNTY SHERIFFS | DEPARTMENT | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $3,000 |
| HAPPY HOLLOW CHILD CAMP | ||||||
| 615 N ALABAMA STREET | 228 | INDIANAPOLIS | IN | 46204 | IMPROVE EDUCATIONAL PROGRAMS | $13,000 |
| HOPE CRISIS RESPONSE NETW | ||||||
| PO BOX 2123 | ELKHART | IN | 46515 | OFFER COMMUNITY ASSISTANCE | $6,500 | |
| HUMANE SOCIETY OF HAMILTON COUNTY | ||||||
| 1721 PLEASANT STREET | SUITE B | 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 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 | $1,000 | |
| IVY TECH STATE COLLEGE | ||||||
| 50 W FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | EDUCATIONAL ASSISTANCE | $5,000 | |
| JAMESON CAMP INC | ||||||
| PO BOX 31156 | 2001 BRIDGEPORT RD | INDIANAPOLIS | IN | 46231 | OFFER COMMUNITY ASSISTANCE | $5,000 |
| JOHN H BONER COMMUNITY CENTER | ||||||
| 2236 E 10TH ST | INDIANAPOLIS | IN | 46201 | ASSIST IN COMMUNITY | $4,830 | |
| JOY'S HOUSE | ||||||
| 2028 E BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| KALEIDOSCOPE YOUTH CENTER | ||||||
| 4186 N BROADWAY STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| 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 | 19TH FLOOR | NEW YORK | NY | 10015 | COMMUNITY ASSISTANCE | $5,000 |
| LITTLE RED DOOR | ||||||
| 1801 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | SUPPORT MEDICAL FIELD | $5,000 | |
| LOCAL INITIALTIVE SUPPORT | ||||||
| 202 E MARKET STREET | INDIANAPOLIS | IN | 46204 | COMMUNITY ASSISTANCE | $5,000 | |
| LOVING BRI FUND NUMBER 421 | ||||||
| 56 N MAIN STREET | MARTINSVILLE | IN | 46151 | COMMUNITY ASSISTANCE | $500 | |
| LUTHERAN CHILD AND FAMILY SERVICES | ||||||
| 1525 N RITTER AVENUE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| MISERICORDIA HEART OF MERCY | ||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | COMMUNITY ASSISTANCE | $1,000 | |
| MOMMA'S CUPBOARD | ||||||
| 206 E 2ND STREET | SHERIDAN | IN | 46069 | COMMUNITY ASSISTANCE | $1,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 9100 PURDUE ROAD | 203 | INDIANAPOLIS | IN | 46268 | COMMUNITY ASSISTANCE | $500 |
| OUTREACH INC | ||||||
| 2822 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | ASSIST IN COMMUNITY | $4,000 | |
| PEACE LEARNING CENTER INC | ||||||
| 6040 DELONG ROAD | INDIANAPOLIS | IN | 46254 | ASSIST IN COMMUNITY | $3,000 | |
| SECOND HELPINGS INC | ||||||
| 1121 SOUTHEASTERN | INDIANAPOLIS | IN | 46202 | ASSIST IN COMMUNITY | $21,000 | |
| SENSE (SE NGHBRHD SCHOOL OF EXCLNCE | ||||||
| 1601 BARTH AVENUE | INDIANAPOLIS | IN | 46203 | IMPROVE EDUCATIONAL PROGRAMS | $27,500 | |
| SOUTHEAST COMMUNITY SERVICES | ||||||
| 901 SHELBY STREET | INDIANAPOLIS | IN | 46203 | ASSIST IN COMMUNITY | $5,000 | |
| SPECIAL OLYMPICS MORGAN COUNTY | ||||||
| 1322 KANTERBURY LANE | MOORESVILLE | IN | 46158 | OFFER COMMUNITY ASSISTANCE | $1,300 | |
| STATE POLICE ALLIANCE | ||||||
| 1415 SHELBY ST | INDIANAPOLIS | IN | 46203 | COMMUNITY ASSISTANCE | $3,000 | |
| THE DAVINCI PURSUIT | ||||||
| 826 NORTH GRAHAM AVENUE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| THE HOLE IN THE WALL GANG CAMP | ||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | SUPPORT MEDICAL FIELD | $5,000 | |
| THE JULIAN CENTER | ||||||
| 2011 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| THE ORCHARD SCHOOL | ||||||
| 615 W 64TH ST | INDIANPOLIS | IN | 46260 | EDUCATIONAL ASSISTANCE | $1,000 | |
| THE SALVATION ARMY | ||||||
| 3100 NORTH MERIDIAN ST | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $10,000 | |
| UNITED METHODIST COMMITTEE ON RELIE | ||||||
| 475 RIVERSIDE DRIVE | ROOM 1520 | NEW YORK | NY | 10015 | COMMUNITY ASSISTANCE | $10,000 |
| VILLALOBOS RESCUE CENTERE | ||||||
| 4525 N CLAIRBORNE AVE | NEW ORLEANS | LA | 70177 | COMMUNITY ASSISTANCE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,380 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,805 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $225,687 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $279,492 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,492 | 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 | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,046 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2357 SHARES EXXON MOBIL CORP | NoncashPropertyDesc |
| Fair Market Value | $225,046 | FairMarketValueAmt |
| Received | 2013-11-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $125 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| WILLIAM GRIFFITH |
| GERRY GRIFFITH |
| JAMES MULHOLLAND |
| KIM WALTON |
| DAVID MCDANIEL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (50 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EAGLE SMALL CAP | 2012-12 | PURCHASE | 2013-06 | $120,394 | $96,206 | $24,188 |
| EBAY | 2013-05 | PURCHASE | 2013-06 | $524 | $541 | -$17 |
| EXXON | 2013-11 | DONATION | 2013-11 | $223,656 | $225,046 | -$1,390 |
| FEDERATED CLOVER | 2012-11 | PURCHASE | 2013-06 | $118,980 | $103,383 | $15,597 |
| PERRIGO | 2013-06 | PURCHASE | 2013-06 | $56,776 | $44,976 | $11,800 |
| PFIZER | 2013-05 | PURCHASE | 2013-06 | $727 | $678 | $49 |
| SELECT SPECTOR SPDR CONSUMER | 2012-06 | PURCHASE | 2013-06 | $410 | $339 | $71 |
| SELECT SPECTOR SPDR TR UTILS | 2012-06 | PURCHASE | 2013-06 | $382 | $366 | $16 |
| BARCLAYS | 2012-12 | PURCHASE | 2013-09 | $5,847 | $7,152 | -$1,305 |
| BARCLAYS | 2012-12 | PURCHASE | 2013-09 | $33,986 | $41,493 | -$7,507 |
| ABBOTT LABS | 2012-02 | PURCHASE | 2013-06 | $373 | $469 | -$96 |
| ABBVIE, INC. | 2012-02 | PURCHASE | 2013-06 | $430 | $240 | $190 |
| ALBEMARLE CORP | 2011-04 | PURCHASE | 2013-06 | $319 | $300 | $19 |
| ALLERGAN | 2012-04 | PURCHASE | 2013-06 | $504 | $468 | $36 |
| CHEVRON | 2011-11 | PURCHASE | 2013-06 | $607 | $530 | $77 |
| CHURCH & DWIGHT | 2006-07 | DONATION | 2013-06 | $615 | $196 | $419 |
| CITIGROUP | 2011-04 | PURCHASE | 2013-06 | $497 | $451 | $46 |
| COSTCO | 2011-09 | DONATION | 2013-06 | $557 | $332 | $225 |
| DANAHAR CORP | 2005-01 | DONATION | 2013-05 | $10,057 | $6,917 | $3,140 |
| DEERE & CO | 2009-08 | DONATION | 2013-09 | $41,321 | $38,469 | $2,852 |
| DIRECT TV | 2011-05 | PURCHASE | 2013-06 | $19,312 | $14,666 | $4,646 |
| DRIEHAUS EMERGING MARKETS | 2012-02 | DONATION | 2013-09 | $84,134 | $94,793 | -$10,659 |
| EMC CORPORATION | 2011-09 | DONATION | 2013-05 | $46,044 | $39,620 | $6,424 |
| EMERSON | 2006-10 | DONATION | 2013-06 | $570 | $553 | $17 |
| EXXON MOBILE | 1969-01 | DONATION | 2013-05 | $72,250 | $55,404 | $16,846 |
| GOLDMAN SACHS GROUP, INC. | 2010-08 | DONATION | 2013-06 | $818 | $837 | -$19 |
| GOLDMAN SACHS GROWTH OPPORTUNITY FUN | 2012-04 | DONATION | 2013-09 | $132,691 | $104,665 | $28,026 |
| GOLDMAN SACHS MID CAP VALUE | 2011-06 | PURCHASE | 2013-09 | $23,839 | $19,032 | $4,807 |
| HUMANA, INC. | 2011-09 | PURCHASE | 2013-01 | $24,283 | $27,201 | -$2,918 |
| INTERNATIONAL BUSINESS MACHINES | 2006-12 | DONATION | 2013-09 | $58,797 | $45,852 | $12,945 |
| JP MORGAN CHASE | 2007-01 | DONATION | 2013-06 | $807 | $595 | $212 |
| MCDONALDS CORP | 2006-07 | DONATION | 2013-06 | $17,121 | $15,014 | $2,107 |
| MET LIFE | 2005-09 | DONATION | 2013-09 | $19,257 | $15,746 | $3,511 |
| NOBLE ENERGY CO. | 2011-09 | DONATION | 2013-06 | $303 | $414 | -$111 |
| ORACLE | 2011-04 | PURCHASE | 2013-06 | $13,034 | $14,130 | -$1,096 |
| PERRIGO | 2012-04 | PURCHASE | 2013-12 | $31,047 | $21,217 | $9,830 |
| PRAXAIR | 2005-01 | DONATION | 2013-05 | $23,736 | $18,833 | $4,903 |
| QUALCOMM INC. | 2012-01 | PURCHASE | 2013-06 | $622 | $542 | $80 |
| QUANTA SERVICES, INC. | 2009-07 | DONATION | 2013-06 | $19,468 | $13,575 | $5,893 |
| SCHLUMBERGER LTD | 2011-09 | DONATION | 2013-06 | $370 | $378 | -$8 |
| SELECT SPECTOR SPDR | 2009-03 | DONATION | 2013-06 | $570 | $361 | $209 |
| STERICYCLE | 2005-12 | DONATION | 2013-06 | $551 | $358 | $193 |
| TARGET CORP | 2007-01 | DONATION | 2013-06 | $699 | $553 | $146 |
| THE TJX COMPANIES | 2011-09 | PURCHASE | 2013-06 | $501 | $553 | -$52 |
| THERMO FISHER SCIENTIFIC | 2008-02 | DONATION | 2013-05 | $20,005 | $11,531 | $8,474 |
| THORNBURG INTERNATIONAL VALUE | 2010-03 | DONATION | 2013-09 | $84,561 | $80,157 | $4,404 |
| VISA | 2011-01 | DONATION | 2013-01 | $16,616 | $8,079 | $8,537 |
| WALGREEN | 2011-09 | DONATION | 2013-05 | $22,121 | $15,420 | $6,701 |
| WALMART | 2012-02 | DONATION | 2013-09 | $11,873 | $8,799 | $3,074 |
| WELLS FARGO & COMPANY | 2011-01 | DONATION | 2013-06 | $812 | $550 | $262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,808,025 | EOYBookValueAmt |
| EOYFMV | $3,646,364 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $14,784 |
| ADMINISTRATION FEES | $5,201 |
| DUES & MEMBERSHIPS | $1,575 |
| INSURANCE | $595 |
| POSTAGE | $192 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT | Description |
| Amount | $705 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX ON DIVIDENDS | $402 |
| FEDERAL TAX | $825 |
Comments