BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349100209
- Schema version
- 2012v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T07:11:24-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270720856 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRAVE HEART FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAV | NameControl |
| Phone | 3173664631 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERRY GRIFFITH | Name |
| Title | TREASURER | Title |
| Phone | 3173664631 | Phone |
| Date Signed | 2013-08-06 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A MCDANIEL CPA | Name |
| Phone | 3178424466 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3106962 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 251510 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 42615 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42615 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 42615 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 38218 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 954562 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 38218 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 332343 | TotalRevenueAndExpenses |
| Total Net Investment Income | 80833 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 42615 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1300 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 1656 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 429 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 120 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 18092 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 21597 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 253750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 253750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 275347 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 253750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56996 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 80833 | NetInvestmentIncome |
| Adjusted Net Income | 42615 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst EOY | 102452 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 102452 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2724105 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2678649 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3004510 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2724105 | TotalAssetsBOY |
| Total Assets EOY | 2781101 | TotalAssetsEOY |
| Total Assets EOYFMV | 3106962 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2724105 | UnrestrictedBOY |
| Unrestricted EOY | 2781101 | UnrestrictedEOY |
| Total Net Assets BOY | 2724105 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2781101 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2724105 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2781101 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2724105 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56996 | ExcessOfRevenueOverExpenses |
| Subtotal | 2781101 | Subtotal |
| Total Net Assets Fund Balances EOY | 2781101 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (81 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | P | 2011-04-06 | 2012-02-23 | 1995 | 1811 | 184 | 184 |
| APPLE COMPUTER INC. | D | 2007-09-21 | 2012-02-23 | 5170 | 3084 | 2086 | 2086 |
| EMC CORPORATION | P | 2011-05-28 | 2012-06-28 | 4133 | 3765 | 368 | 368 |
| MCDONALDS CORP | D | 2006-07-24 | 2012-02-23 | 4022 | 3161 | 861 | 861 |
| SCHLUMBERGER LTD | D | 2011-01-26 | 2012-02-23 | 794 | 863 | -69 | -69 |
| VISA INC. CL A | D | 2011-01-26 | 2012-06-28 | 5418 | 3219 | 2199 | 2199 |
| ALLERGAN INC COM | P | 2012-04-11 | 2012-06-28 | 3134 | 3273 | -139 | -139 |
| APPLE COMPUTER INC. | D | 2007-09-27 | 2012-06-28 | 8532 | 4626 | 3906 | 3906 |
| EMERSON ELECTRIC | D | 2011-01-26 | 2012-02-23 | 256 | 295 | -39 | -39 |
| MCDONALDS CORP | D | 2006-07-24 | 2012-06-28 | 20633 | 18570 | 2063 | 2063 |
| SCHLUMBERGER LTD | D | 2009-06-16 | 2012-02-23 | 1985 | 1888 | 97 | 97 |
| WALGREEN CO | P | 2009-03-09 | 2012-02-23 | 2378 | 2408 | -30 | -30 |
| BARCLAYS BK IPATH INDL COMMODITY ETN | P | 2011-07-28 | 2012-06-28 | 27693 | 38049 | -10356 | -10356 |
| CHURCH & DWIGHT INC. | D | 2011-01-23 | 2012-02-23 | 29113 | 33607 | -4494 | -4494 |
| EMERSON ELECTRIC | D | 2006-10-05 | 2012-02-23 | 2045 | 2211 | -166 | -166 |
| METLIFE CORP | D | 2005-09-27 | 2012-02-23 | 2672 | 2742 | -70 | -70 |
| SCHLUMBERGER LTD | D | 2011-05-28 | 2012-06-28 | 10526 | 12835 | -2309 | -2309 |
| WALGREEN CO | P | 2009-03-09 | 2012-06-28 | 3043 | 3616 | -573 | -573 |
| CHEVRONTEXACO CORP | P | 2011-11-14 | 2012-02-23 | 4333 | 4238 | 95 | 95 |
| CHURCH & DWIGHT INC. | P | 2006-07-19 | 2012-06-28 | 3228 | 1087 | 2141 | 2141 |
| EMERSON ELECTRIC | D | 2006-10-05 | 2012-06-28 | 3069 | 3870 | -801 | -801 |
| METLIFE CORP | D | 2005-09-27 | 2012-06-28 | 3178 | 4309 | -1131 | -1131 |
| SELECT SECTOR SPDR CONSUMER DISCRETI | D | 2009-03-11 | 2012-02-23 | 1071 | 902 | 169 | 169 |
| WALMART STORES INC | D | 2009-11-18 | 2012-06-28 | 4750 | 3779 | 971 | 971 |
| CITIGROUP INC. | P | 2011-04-13 | 2012-02-23 | 1468 | 2048 | -580 | -580 |
| CITIGROUP INC. | P | 2011-04-13 | 2012-06-28 | 1819 | 3185 | -1366 | -1366 |
| EXXON MOBIL CORP. | D | 2011-01-26 | 2012-02-23 | 869 | 793 | 76 | 76 |
| NOBLE ENERGY INC. | D | 2006-01-12 | 2012-02-23 | 3121 | 2483 | 638 | 638 |
| SELECT SECTOR SPDR CONSUMER DISCRETI | D | 2009-03-11 | 2012-06-28 | 1702 | 1443 | 259 | 259 |
| WELLS FARGO & CO NEW | P | 2011-01-26 | 2012-02-23 | 2749 | 1791 | 958 | 958 |
| HUMANA INC. | P | 2011-09-22 | 2012-02-23 | 1754 | 1511 | 243 | 243 |
| COSTCO WHSL CORP NEW | D | 2007-06-28 | 2012-02-23 | 1694 | 1328 | 366 | 366 |
| EXXON MOBIL CORP. | D | 1969-01-01 | 2012-02-23 | 3478 | 2812 | 666 | 666 |
| NOBLE ENERGY INC. | D | 2006-01-12 | 2012-06-28 | 27359 | 28145 | -786 | -786 |
| STERICYCLE INC. | D | 2005-12-27 | 2012-02-23 | 1778 | 1430 | 348 | 348 |
| WELLS FARGO & CO NEW | P | 2011-01-26 | 2012-06-28 | 4456 | 2788 | 1668 | 1668 |
| HUMANA INC. | P | 2011-09-22 | 2012-06-28 | 2710 | 2645 | 65 | 65 |
| COSTCO WHSL CORP NEW | D | 2007-06-28 | 2012-06-28 | 3236 | 2324 | 912 | 912 |
| EXXON MOBIL CORP. | D | 1969-01-01 | 2012-06-28 | 6164 | 5273 | 891 | 891 |
| ORACLE CORPORATION | P | 2011-01-26 | 2012-06-28 | 4745 | 5961 | -1216 | -1216 |
| STERICYCLE INC. | D | 2005-12-27 | 2012-06-28 | 2227 | 1788 | 439 | 439 |
| LILLY ELI & CO | P | 2012-01-27 | 2012-11-30 | 258558 | 251510 | 7048 | 7048 |
| DANAHER CORP. | D | 2011-01-26 | 2012-02-23 | 535 | 476 | 59 | 59 |
| FRANKLIN RES. INC. | D | 2007-07-06 | 2012-02-23 | 1179 | 1170 | 9 | 9 |
| PRAXAIR INC. | D | 2011-01-26 | 2012-02-23 | 550 | 459 | 91 | 91 |
| TARGET CORP. | P | 2007-01-25 | 2012-02-23 | 2455 | 2489 | -34 | -34 |
| PERRIGO CO | P | 2012-04-11 | 2012-06-28 | 2294 | 2070 | 224 | 224 |
| DANAHER CORP. | D | 2005-01-10 | 2012-02-23 | 2941 | 2378 | 563 | 563 |
| FRANKLIN RES. INC. | D | 2007-07-06 | 2012-06-28 | 1573 | 1754 | -181 | -181 |
| PRAXAIR INC. | D | 2005-01-03 | 2012-02-23 | 2749 | 2297 | 452 | 452 |
| TARGET CORP. | P | 2007-01-25 | 2012-06-28 | 4005 | 3873 | 132 | 132 |
| QUALCOMM INC. | P | 2012-02-23 | 2012-06-28 | 4870 | 5724 | -854 | -854 |
| DANAHER CORP. | D | 2005-01-10 | 2012-06-28 | 4948 | 4323 | 625 | 625 |
| GOLDMAN SACHS GROUP INC. | P | 2010-08-09 | 2012-02-23 | 1727 | 2510 | -783 | -783 |
| PRAXAIR INC. | D | 2005-01-03 | 2012-06-28 | 12514 | 11024 | 1490 | 1490 |
| THERMO FISHER SCIENTIFIC INC. | D | 2008-02-14 | 2012-02-23 | 2516 | 2306 | 210 | 210 |
| ROYCE PENNSYLVANIA MUT. CL I FD 260 | P | 2011-12-05 | 2012-11-05 | 76715 | 77725 | -1010 | -1010 |
| DEERE & CO | D | 2011-01-26 | 2012-02-23 | 421 | 455 | -34 | -34 |
| GOLDMAN SACHS GROUP INC. | P | 2010-08-09 | 2012-06-28 | 2300 | 4185 | -1885 | -1885 |
| QUANTA SVCS INC. | P | 2011-01-26 | 2012-02-23 | 213 | 234 | -21 | -21 |
| THERMO FISHER SCIENTIFIC INC. | D | 2008-02-14 | 2012-06-28 | 3780 | 3844 | -64 | -64 |
| SELECT SECTOR SPDR HLTH CARE ETF | P | 2011-07-21 | 2012-02-23 | 21222 | 21070 | 152 | 152 |
| DEERE & CO | D | 2009-08-06 | 2012-02-23 | 2103 | 1932 | 171 | 171 |
| INTERNATIONAL BUSINESS MACHINES | D | 2006-01-07 | 2012-02-23 | 3959 | 2887 | 1072 | 1072 |
| QUANTA SVCS INC. | P | 2009-07-22 | 2012-02-23 | 1279 | 1074 | 205 | 205 |
| THORNBURG INTL VALUE CL I FD | P | 2010-03-18 | 2012-02-23 | 14396 | 14784 | -388 | -388 |
| SELECT SECTOR SPDR HLTH CARE ETF | P | 2011-05-11 | 2012-04-11 | 62853 | 59763 | 3090 | 3090 |
| DEERE & CO | D | 2009-08-06 | 2012-06-28 | 3870 | 3864 | 6 | 6 |
| INTERNATIONAL BUSINESS MACHINES | D | 2006-12-07 | 2012-06-28 | 5709 | 4331 | 1378 | 1378 |
| QUANTA SVCS INC. | P | 2009-07-22 | 2012-06-28 | 2524 | 1983 | 541 | 541 |
| TJX CO INC | P | 2010-12-07 | 2012-02-23 | 20661 | 13018 | 7643 | 7643 |
| ABOTT LABS | P | 2011-01-26 | 2012-06-28 | 5291 | 4003 | 1288 | 1288 |
| EMC CORPORATION | P | 2011-01-26 | 2012-02-23 | 545 | 495 | 50 | 50 |
| JP MORGAN CHASE & CO | P | 2007-01-25 | 2012-02-23 | 2682 | 2772 | -90 | -90 |
| ROYCE PENNSYLVANIA MUT. CL I FD 260 | P | 2011-05-23 | 2012-06-06 | 19149 | 21451 | -2302 | -2302 |
| TJX CO INC | P | 2010-12-07 | 2012-06-28 | 2677 | 1472 | 1205 | 1205 |
| ALBEMARLE CORP | P | 2011-04-06 | 2012-06-28 | 10023 | 10564 | -541 | -541 |
| EMC CORPORATION | P | 2009-11-18 | 2012-02-23 | 2454 | 1935 | 519 | 519 |
| JP MORGAN CHASE & CO | P | 2007-01-25 | 2012-06-28 | 3848 | 4367 | -519 | -519 |
| ROYCE PENNSYLVANIA MUT. CL I FD 260 | P | 2011-10-05 | 2012-11-05 | 117076 | 121774 | -4698 | -4698 |
| VISA INC. CL A | D | 2011-01-26 | 2012-02-23 | 26118 | 16043 | 10075 | 10075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38218 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1838 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 204757 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2502179 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.081831 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 277600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1203063 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.230744 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 179500 | QualifyingDistributionsYear3 |
| Total Distribution Ratio | 0.312575 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078144 | AverageDistributionRatio |
| Net Noncharitable Assets | 2865835 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 223948 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 808 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 224756 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 253750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 808 | InvestmentIncomeExciseTax |
| Subtotal | 808 | Subtotal |
| Tax Based On Investment Income | 808 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Tax Due | 825 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LARA CHANDLER BELSLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3179188000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2909477 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2909477 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2909477 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43642 | CashDeemedCharitable |
| Net Noncharitable Assets | 2865835 | NetNoncharitableAssets |
| Minimum Investment Return | 143292 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 143292 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 808 | TaxBasedOnInvestmentIncome |
| Total Tax | 808 | TotalTax |
| Distributable Amount Before Adj | 142484 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 142484 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 142484 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 253750 | ExpensesAndContributions |
| Qualifying Distributions | 253750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 808 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 252942 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 142484 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 179530 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 277750 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 81134 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 538414 | TotalExcessDistriCarryover |
| Qualifying Distributions | 253750 | QualifyingDistributions |
| Applied To Current Year | 142484 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 111266 | RemainingDistriFromCorpus |
| Total Corpus | 649680 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 649680 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 179530 | ExcessFromYear3 |
| Excess From Year2 | 277750 | ExcessFromYear2 |
| Excess From Year1 | 81134 | ExcessFromYear1 |
| Excess From Current Year | 111266 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| THE HOLE IN THE WALL GANG CAMP | ||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | SUPPORT MEDICAL FIELD | $5,000 | |
| NATIONAL ALLIANCE ON MENTAL HEALTH | ||||||
| 3803 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | SUPPORT MEDICAL FIELD | $4,000 | SUITE 100 |
| LA PLAZA INC | ||||||
| 8902 E 38TH STREET | INDIANAPOLIS | IN | 46226 | OFFER COMMUNITIY ASSISTANCE | $3,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | SUPPORT MEDICAL FIELD | $1,000 | 3RD FLOOR |
| ASSOCIATION OF SMALL FOUN | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | OFFER COMMUNITY SERVICE | $1,500 | |
| COBURN PLACE | ||||||
| 604 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $30,000 | |
| INDIANAPOLIS EPISCOPAL METROPOLITAN | ||||||
| 1100 WEST 42ND STREET | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $23,250 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $12,000 | |
| SENSE (SE NGHBRHD SCHOOL OF EXCLNCE | ||||||
| 1601 BARTH AVENUE | INDIANAPOLIS | IN | 46203 | IMPROVE EDUCATIONAL PROGRAMS | $10,000 | |
| THE SALVATION ARMY | ||||||
| 3100 NORTH MERIDIAN ST | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $10,000 | |
| GLEANERS FOOD BANK | ||||||
| 1102 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $6,000 | |
| BREBEUF PREPATORY SCHOOL | ||||||
| 2801 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $5,000 | |
| BROOKE'S PLACE | ||||||
| 50 EAST 91ST STREET | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $5,000 | SUITE 103 |
| CAMP HEALING TREE | ||||||
| 8111 S EMERSON AVE | INDIANAPOLIS | IN | 46237 | OFFER COMMUNITY SUPPORT | $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 | |
| COMMUNITY HOSPITAL FOUNDATION | ||||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| DESERT ROSE FOUNDATION | ||||||
| PO BOX 1754 | MARTINSVILLE | IN | 46151 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| EASTER SEALS CROSSROADS | ||||||
| 4740 KINGSWAY DRIVE | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| HERRON HIGH SCHOOL | ||||||
| 110 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | IMPROVE EDUCATIONAL PROGRAMS | $5,000 | |
| HOPE CRISIS RESPONSE NETW | ||||||
| PO BOX 2123 | ELKHART | IN | 46515 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| JAMESON CAMP INC | ||||||
| PO BOX 31156 | INDIANAPOLIS | IN | 46231 | OFFER COMMUNITY ASSISTANCE | $5,000 | 2001 BRIDGEPORT RD |
| KEEP INDIANAPOLIS BEAUTIFUL | ||||||
| 1029 FLETCHER AVENUE 100 | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| LITTLE RED DOOR | ||||||
| 1801 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | SUPPORT MEDICAL FIELD | $5,000 | |
| SOCIETY OF ST VINCENT | ||||||
| 3001 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| THE JULIAN CENTER | ||||||
| 2011 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| DAYSPRINGS CENTER | ||||||
| PO BOX 44105 | INDIANAPOLIS | IN | 46244 | OFFER COMMUNITY ASSISTANCE | $4,000 | |
| HABITAT FOR HUM JOHNSON | ||||||
| PO BOX 302 | FRANKLIN | IN | 46131 | OFFER COMMUNITY ASSISTANCE | $4,000 | |
| HABITAT FOR HUM HAMILTON | ||||||
| 17917 HOLLOW BROOK COURT | NOBLESVILLE | IN | 46062 | OFFER COMMUNITY ASSISTANCE | $4,000 | |
| INDIANA BLIND CHILDREN'S FOUNDATION | ||||||
| 7725 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | SUPPORT EDUCATIONAL PROGRAMS | $4,000 | |
| LUTHERAN CHILD AND FAMILY SERVICES | ||||||
| 1525 N RITTER AVENUE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $4,000 | |
| HAMILTON COUNTY CHAPLAIN | ||||||
| HAMILTON COUNTY SHERIFFS | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $3,000 | DEPARTMENT |
| HAPPY HOLLOW CHILD CAMP | ||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | IMPROVE EDUCATIONAL PROGRAMS | $3,000 | 228 |
| HENDRICKS REGIONAL HEALTH FOUNDATIO | ||||||
| 998 EAST MAIN STREET | DANVILLE | IN | 46122 | SUPPORT MEDICAL FIELD | $3,000 | SUITE 105 |
| INDIANAPOLIS PUBLIC SCHOOLS | ||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| MARTIN LUTHER KING COMMUNITY CENTER | ||||||
| 40 WEST 40TH STREET | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| RILEY CHILDREN'S FOUND | ||||||
| 30 S MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | SUPPORT MEDICAL FIELD | $3,000 | SUITE 200 |
| THE HOPE FUND INC | ||||||
| 831 A NORTH EDMONDSON AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| INDIANA CANINE ASSISTANT NETWORK | ||||||
| 5610 CRAWFORDSVILLE RD | INDIANAPOLIS | IN | 46224 | OFFER COMMUNITY ASSISTANCE | $2,500 | SUITE 2101 |
| KALEIDOSCOPE YOUTH CENTER | ||||||
| 4186 N BROADWAY STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $2,500 | |
| DYSLEXIA INSTITUTE OF INDIANA | ||||||
| 8395 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | OFFER COMMUNITY ASSISTANCE | $2,000 | SUITE 102 |
| HUMANE SOCIETY OF HAMILTON COUNTY | ||||||
| 1721 PLEASANT STREET | NOBLESVILLE | IN | 46060 | OFFER COMMUNITY ASSISTANCE | $2,000 | SUITE B |
| INDIANA CRISIS ASSISTANCE RESPONSE | ||||||
| 5868 EAST 71ST STREET | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $2,000 | SUITE E-340 |
| INDIANA STATE POLICE ALLIANCE | ||||||
| 1415 SHELBY STREET | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| THE DAVINCI PURSUIT | ||||||
| 826 NORTH GRAHAM AVENUE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| HOOSIER VETERAN'S ASSISTANCE FOUNDA | ||||||
| 964 N PENNSYLVANIA STREE | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| INDIANAPOLIS ZOO SOC | ||||||
| 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | CONSERVATION OF ENVIRONMENT | $1,000 | |
| JOY'S HOUSE | ||||||
| 2028 E BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| SPECIAL OLYMPICS MORGAN COUNTY | ||||||
| 1322 KANTERBURY LANE | MOORESVILLE | IN | 46158 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| BROADWAY CARES | ||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | SUPPORT MEDICAL FIELD | $3,000 | 1300 |
| AUSTIN COMMUNITY FOUND | ||||||
| PO BOX 5159 | AUSTIN | TX | 78763 | OFFER COMMUNITY ASSISTANCE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 253750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 42615 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 38218 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 80833 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 80833 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | HELPS PROVIDE FOR LONGEVITY OF FOUNDATION |
| 8 | HELPS PROVIDE FOR LONGEVITY OF FOUNDATION |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILLIAM AND GERRY GRIFFITH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 251510 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5305 SHARES ELI LILLY STOCK | NoncashPropertyDescription |
| Fair Market Value | 251510 | FairMarketValue |
| Date Received | 2012-11-27 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,300 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| WILLIAM GRIFFITH |
| GERRY GRIFFITH |
| JAMES MULHOLLAND |
| KIM WALTON |
| DAVID MCDANIEL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 2678649 | EOYBookValue |
| EOYFMV | 3004510 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK FEES | 13625 |
| DUES & MEMBERSHIPS | 695 |
| SUPPLIES | 2784 |
| INSURANCE | 604 |
| POSTAGE | 384 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | Category |
| Amount | $1,656 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | Category |
| Amount | $429 | Amount |
Comments