BRAVE HEART FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRAVE HEART FOUNDATION INC (EIN 27-0720856)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-02
- IRS object ID
- 201243079349100409
- Schema version
- 2011v1.2
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-02T16:13:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A MCDANIEL CPA | Name |
| Phone | 3178424466 | Phone |
| Date Prepared | 2012-11-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2711991 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 292003 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 39745 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39745 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 39745 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 34573 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1430387 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 34573 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 24475 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 366321 | TotalRevenueAndExpenses |
| Total Net Investment Income | 74318 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 64220 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2171 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 1865 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 535 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 1635 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 13173 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 19379 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 205500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 205500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 224879 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 205500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 141442 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74318 | NetInvestmentIncome |
| Adjusted Net Income | 64220 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 17249 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 2301269 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2650756 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2711991 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2318518 | TotalAssetsBOY |
| Total Assets EOY | 2650756 | TotalAssetsEOY |
| Total Assets EOYFMV | 2711991 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2318518 | UnrestrictedBOY |
| Unrestricted EOY | 2650756 | UnrestrictedEOY |
| Total Net Assets BOY | 2318518 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2650756 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2318518 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2650756 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2318518 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 141442 | ExcessOfRevenueOverExpenses |
| Other Increases | 190796 | OtherIncreases |
| Subtotal | 2650756 | Subtotal |
| Total Net Assets Fund Balances EOY | 2650756 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (42 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 |
|---|---|---|---|---|---|---|---|
| LINCOLN NATIONAL CORP. | P | 2011-12-21 | 2011-12-29 | 303715 | 292003 | 11712 | 11712 |
| DEERE & CO. | D | 2010-11-19 | 2011-09-22 | 5269 | 6028 | -759 | -759 |
| NOBLE ENERGY INC. | D | 2010-11-19 | 2011-06-23 | 22639 | 22351 | 288 | 288 |
| DIRECT TV CLASS A | P | 2011-05-18 | 2011-06-23 | 6580 | 7019 | -439 | -439 |
| ECOLAB | D | 2010-11-19 | 2011-04-06 | 48315 | 45810 | 2505 | 2505 |
| PEPSICO | D | 2010-11-19 | 2011-06-23 | 21683 | 20726 | 957 | 957 |
| ORACLE CORP. | P | 2011-04-27 | 2011-09-22 | 1682 | 2104 | -422 | -422 |
| EMERSON ELEC. CO. | D | 2010-11-19 | 2011-06-23 | 8162 | 8568 | -406 | -406 |
| PEPSICO | D | 2010-11-19 | 2011-09-22 | 38260 | 40935 | -2675 | -2675 |
| CITIGROUP INC. | P | 2011-04-13 | 2011-06-23 | 13195 | 15470 | -2275 | -2275 |
| EXXON MOBIL CORP. | D | 2010-11-19 | 2011-06-23 | 18540 | 16874 | 1666 | 1666 |
| PRAXAIR | D | 2010-11-19 | 2011-09-22 | 559 | 551 | 8 | 8 |
| ALBEMARLE CORP | P | 2011-04-06 | 2011-06-23 | 13941 | 12677 | 1264 | 1264 |
| FRANKLIN RES. INC. | D | 2010-11-19 | 2011-06-23 | 13444 | 12865 | 579 | 579 |
| PROCTER & GAMBLE | D | 2010-11-19 | 2011-04-13 | 53620 | 54545 | -925 | -925 |
| HEWLETT PACKARD CO. | P | 2011-01-26 | 2011-05-18 | 361 | 469 | -108 | -108 |
| FRANKLIN RES. INC. | D | 2010-11-19 | 2011-09-22 | 9525 | 11461 | -1936 | -1936 |
| SCHLUMBERGER LTD | D | 2010-11-19 | 2011-06-23 | 24811 | 23028 | 1783 | 1783 |
| MICROSOFT CORP | P | 2011-01-26 | 2011-04-27 | 525 | 579 | -54 | -54 |
| HARRIS CORP. | D | 2010-11-19 | 2011-06-23 | 11947 | 12523 | -576 | -576 |
| SELECT SECTOR SPDR CONSUMER DISCRETI | D | 2010-11-19 | 2011-09-22 | 2960 | 3066 | -106 | -106 |
| EL PASO CORP | P | 2011-01-14 | 2011-11-14 | 34421 | 26280 | 8141 | 8141 |
| HARRIS CORP. | D | 2010-11-19 | 2011-07-13 | 33571 | 36084 | -2513 | -2513 |
| STERICYCLE INC. | D | 2010-11-19 | 2011-06-23 | 32351 | 26816 | 5535 | 5535 |
| LINCOLN NATIONAL CORP. | P | 2011-01-04 | 2011-01-06 | 311300 | 311096 | 204 | 204 |
| HEWLETT PACKARD CO. | D | 2010-11-19 | 2011-05-18 | 36126 | 41732 | -5606 | -5606 |
| STERICYCLE INC. | D | 2010-11-19 | 2011-09-22 | 6265 | 5721 | 544 | 544 |
| TEVA PHARMACEUTICAL | D | 2010-11-19 | 2011-04-27 | 31309 | 34461 | -3152 | -3152 |
| INTERNATIONAL BUSINESS MACHINES | D | 2010-11-19 | 2011-06-23 | 26236 | 23098 | 3138 | 3138 |
| THERMO FISHER SCIENTIFIC INC. | D | 2010-11-19 | 2011-06-23 | 18753 | 15375 | 3378 | 3378 |
| APPLE COMPUTER | D | 2010-11-19 | 2011-06-23 | 22624 | 21590 | 1034 | 1034 |
| MCDONALDS CORP | D | 2010-11-19 | 2011-06-23 | 26865 | 26077 | 788 | 788 |
| VISA INC. CLASS A | D | 2010-11-19 | 2011-09-22 | 7568 | 6617 | 951 | 951 |
| APPLE COMPUTER | D | 2010-11-19 | 2011-09-22 | 6774 | 5243 | 1531 | 1531 |
| MEDCO HEALTH SOLUTIONS | D | 2010-11-19 | 2011-06-23 | 15625 | 17400 | -1775 | -1775 |
| WALMART | D | 2010-11-19 | 2011-06-23 | 7386 | 7557 | -171 | -171 |
| CHURCH & DWIGHT | D | 2010-11-19 | 2011-09-22 | 16800 | 25775 | -8975 | -8975 |
| MEDCO HEALTH SOLUTIONS | D | 2010-11-19 | 2011-07-21 | 45363 | 42660 | 2703 | 2703 |
| COSTCO WHSL CORP. NEW | D | 2010-11-19 | 2011-06-23 | 44838 | 37522 | 7316 | 7316 |
| METLIFE | D | 2010-11-19 | 2011-06-23 | 15070 | 14493 | 577 | 577 |
| DANAHAR CORP | D | 2010-11-19 | 2011-09-22 | 4525 | 4626 | -101 | -101 |
| MICROSOFT CORP | D | 2010-11-19 | 2011-04-27 | 56786 | 55939 | 847 | 847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 34573 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 24475 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 277600 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 179500 | QualifyingDistributionsYear2 |
| Net Noncharitable Assets | 2502179 | NetNoncharitableAssets |
| One Percent Net Investment Income | 743 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 743 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 205500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 743 | InvestmentIncomeExciseTax |
| Subtotal | 743 | Subtotal |
| Tax Based On Investment Income | 743 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 747 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 | 2540283 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2540283 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2540283 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38104 | CashDeemedCharitable |
| Net Noncharitable Assets | 2502179 | NetNoncharitableAssets |
| Minimum Investment Return | 125109 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 125109 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 743 | TaxBasedOnInvestmentIncome |
| Total Tax | 743 | TotalTax |
| Distributable Amount Before Adj | 124366 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 124366 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 124366 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 205500 | ExpensesAndContributions |
| Qualifying Distributions | 205500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 743 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204757 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 124366 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 179530 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 277750 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 457280 | TotalExcessDistriCarryover |
| Qualifying Distributions | 205500 | QualifyingDistributions |
| Applied To Current Year | 124366 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 81134 | RemainingDistriFromCorpus |
| Total Corpus | 538414 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 538414 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 179530 | ExcessFromYear2 |
| Excess From Year1 | 277750 | ExcessFromYear1 |
| Excess From Current Year | 81134 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM AND GERRY GRIFFITH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (78 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUND | ||||||
| PO BOX 5159 | AUSTIN | TX | 78763 | OFFER COMMUNITY ASSISTANCE | $10,000 | |
| AMERICAN BAPTIST MEN | ||||||
| 1350 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| ASSOCIATION OF SMALL FOUN | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | OFFER COMMUNITY SERVICE | $1,000 | |
| ATTUDINAL HEALING CONN | ||||||
| 3278 WEST STREET | OAKLAND | CA | 94608 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| BREBEUF PREPATORY SCHOOL | ||||||
| 2801 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | IMPROVE EDUCATIONAL PROGRAMS | $2,000 | |
| BROADWAY CARES | ||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | SUPPORT MEDICAL FIELD | $5,000 | 1300 |
| 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 | |
| CHILDREN'S BUREAU | ||||||
| 1575 DR MARTIN LUTHER | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $2,000 | KING JR ST |
| CHRISTAMORE HOUSE | ||||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| CICOA FOUNDATION | ||||||
| 4755 KINGSWAY DRIVE | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $1,000 | SUITE 200 |
| CLASS EDUCATION INC | ||||||
| PO BOX 314 | CARMEL | IN | 46082 | IMPROVE EDUCATIONAL PROGRAMS | $1,000 | |
| COBURN PLACE | ||||||
| 604 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $3,500 | |
| COCODA-COMPANION COMM | ||||||
| 609 EAST 29TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| COMMUNITY HOSPITAL FOUNDATION | ||||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| COMMUNITY HEALTH NETWORK | ||||||
| 1500 N RITTER AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| DAYSPRINGS CENTER | ||||||
| PO BOX 44105 | INDIANAPOLIS | IN | 46244 | OFFER COMMUNITY ASSISTANCE | $2,500 | |
| DESERT ROSE FOUNDATION | ||||||
| PO BOX 1754 | MARTINSVILLE | IN | 46151 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| DYSLEXIA INSTITUTE OF INDIANA | ||||||
| 8395 KEYSTONE CROSSING | INDIANAPOLIS | IN | 46240 | OFFER COMMUNITY ASSISTANCE | $2,000 | SUITE 102 |
| DOMESTIC VIOLENCE NETWORK | ||||||
| 9539 VALPARAISO COURT | INDIANAPOLIS | IN | 46268 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| EASTER SEALS CROSSROADS | ||||||
| 4740 KINGSWAY DRIVE | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| FAMILIES FOR HOPE | ||||||
| 1219 N WITTFIELD ST | INDIANAPOLIS | IN | 46229 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| GLEANERS FOOD BANK | ||||||
| 1102 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| GOOD SAMARITAN NETWORK | ||||||
| PO BOX 339 | NOBLESVILLE | IN | 46061 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| GOODWILL INDUSTRIES | ||||||
| 1635 W MICHIGAN STREET | INDIANAPOLIS | IN | 46222 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| HABITAT FOR HUM JOHNSON | ||||||
| PO BOX 302 | FRANKLIN | IN | 46131 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| HABITAT FOR HUM HAMILTON | ||||||
| 17917 HOLLOW BROOK COURT | NOBLESVILLE | IN | 46062 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| HAMILTON COUNTY CHAPLAIN | ||||||
| HAMILTON COUNTY SHERIFFS | NOBLESVILLE | IN | 46060 | SUPPORT RELIGIOUS PROGRAMS | $5,000 | DEPARTMENT |
| HAPPY HOLLOW CHILD CAMP | ||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | IMPROVE EDUCATIONAL PROGRAMS | $1,000 | 228 |
| HERRON HIGH SCHOOL | ||||||
| 110 EAST 16TH STREET | INDIANAPOLIS | IN | 46202 | IMPROVE EDUCATIONAL PROGRAMS | $1,000 | |
| HOPE CRISIS RESPONSE NETW | ||||||
| PO BOX 2123 | ELKHART | IN | 46515 | OFFER COMMUNITY ASSISTANCE | $7,000 | |
| HORIZON HOUSE | ||||||
| 1033 EAST WASHINGTON ST | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| HUMANE SOCIETY OF HAMILTON COUNTY | ||||||
| 1721 PLEASANT STREET | NOBLESVILLE | IN | 46060 | OFFER COMMUNITY ASSISTANCE | $2,000 | SUITE B |
| HUMANE SOCIETY OF INDY | ||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| THE HUDSON SCHOOL | ||||||
| 6001 PARK AVENUE | HOBOKEN | NJ | 07030 | SUPPORT EDUCATIONAL PROGRAMS | $1,000 | |
| HVAF OF INDIANA | ||||||
| 964 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| INDIANA 4-H FOUNDATION | ||||||
| 615 W STATE STREET | WEST LAFAYETTE | IN | 47907 | CONSERVATION OF ENVIRONMENT | $1,000 | |
| INDIANA BLIND CHILDREN'S FOUNDATION | ||||||
| 7725 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | SUPPORT EDUCATIONAL PROGRAMS | $1,000 | |
| INDIANA CHAPTER MULT SCLE | ||||||
| 7301 GEORGETOWN ROAD | INDIANAPOLIS | IN | 46268 | SUPPORT MEDICAL FIELD | $1,000 | |
| INDIANA CRISIS ASSISTANCE | ||||||
| 5868 EAST 71ST STREET | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $1,000 | SUITE E-340 |
| IMPD CLOTHE-A-CHILD | ||||||
| 50 N ALABAMA | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $3,000 | ROOM E 211 |
| INDIANA MATH & SCIENCE ACADEMY | ||||||
| 4575 WEST 38TH STREET | INDIANAPOLIS | IN | 46222 | SUPPORT EDUCATIONAL PROGRAMS | $1,000 | |
| INDIANA MOTHER'S MILK BAN | ||||||
| 6820 PARKDALE PLACE | INDIANAPOLIS | IN | 46254 | SUPPORT MEDICAL FIELD | $3,000 | SUITE 109 |
| INDIANA STATE POLICE | ||||||
| 1415 SHELBY STREET | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS | ||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| INDIANAPOLIS ZOO SOC | ||||||
| 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | CONSERVATION OF ENVIRONMENT | $1,000 | |
| IVY TECH COMMUNITY COLLEGE - CENTRA | ||||||
| 50 W FALL CREEK PRKWY N | INDIANAPOLIS | IN | 46208 | SUPPORT EDUCATIONAL PROGRAMS | $5,000 | |
| JAMESON INC | ||||||
| PO BOX 31156 | INDIANAPOLIS | IN | 46231 | OFFER COMMUNITY ASSISTANCE | $1,000 | 2001 BRIDGEPORT RD |
| 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 | $1,000 | |
| KEEP INDIANAPOLIS BEAUTIFUL | ||||||
| 1029 FLETCHER AVENUE 100 | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| KEY CONSUMER ORGANIZATION | ||||||
| 2506 WILLOWBROOK PARKWAY | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| LITTLE RED DOOR | ||||||
| 1801 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | SUPPORT MEDICAL FIELD | $5,000 | |
| LITTLE SISTERS OF POOR | ||||||
| 2345 WEST 86TH STREET | INDIANAPOLIS | IN | 46260 | SUPPORT MEDICAL FIELD | $1,000 | |
| LUTHERAN CHILD AND FAMILY SERVICES | ||||||
| 1525 N RITTER AVENUE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| MARTIN LUTHER KING COMMUNITY CENTER | ||||||
| 40 WEST 40TH STREET | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| MAMA'S CUPBOARD | ||||||
| 206 E 2ND STREET | SHERIDAN | IN | 46069 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| MENNONITE DISASTER SRVC | ||||||
| 1018 MAIN STREET | AKRON | PA | 17501 | SUPPORT RELIGIOUS PROGRAMS | $2,000 | |
| MENTAL HEALTH AMERICA OF GREATER IN | ||||||
| 301 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| OUTREACH FOR THE HOMELESS | ||||||
| PO BOX 11416 | INDIANAPOLIS | IN | 46201 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| PEACE LEARNING CENTER | ||||||
| 6040 DELONG ROAD | INDIANAPOLIS | IN | 46254 | IMPROVE EDUCATIONAL PROGRAMS | $2,000 | |
| RILEY CHILDREN'S FOUND | ||||||
| 30 S MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | SUPPORT MEDICAL FIELD | $2,000 | SUITE 200 |
| RONALD MCDONALD HOUSE | ||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | SUPPORT MEDICAL FIELD | $3,000 | |
| SECOND HELPINGS | ||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| SEND SE NEIGHBOR DEV | ||||||
| 1030 ORANGE STREET | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| SENSE (SE NGHBRHD SCHOOL OF EXCLNCE | ||||||
| 1601 BARTH AVENUE | INDIANAPOLIS | IN | 46203 | IMPROVE EDUCATIONAL PROGRAMS | $9,000 | |
| SOCIETY OF ST VINCENT | ||||||
| 3001 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| THE HOPE FUND INC | ||||||
| 831 A NORTH EDMONDSON AVE | INDIANAPOLIS | IN | 46219 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| THE JULIAN CENTER | ||||||
| 2011 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | OFFER COMMUNITY ASSISTANCE | $2,000 | |
| THE PEYBACK FOUNDATION | ||||||
| 6325 N GUILFORD | INDIANAPOLIS | IN | 46220 | OFFER COMMUNITY ASSISTANCE | $1,000 | SUITE 201 |
| THE SALVATION ARMY | ||||||
| 3100 NORTH MERIDIAN ST | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $5,000 | |
| WILD HEART ASSOCIATION | ||||||
| PO BOX 33252 | INDIANAPOLIS | IN | 46203 | OFFER COMMUNITY ASSISTANCE | $1,000 | |
| UNITED CHRISTMAS SE | ||||||
| 3901 NORTH MERIDIAN STREE | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $6,500 | |
| UNITED METHODIST COMM | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | OFFER COMMUNITY ASSISTANCE | $2,000 | ROOM 1522 |
| WHEELER MISSION | ||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | OFFER COMMUNITY ASSISTANCE | $1,500 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | OFFER COMMUNITY ASSISTANCE | $6,500 | |
| YMCA CAMP TECUMSEH | ||||||
| 12635 W TECUMSEH BEND RD | BROOKSTON | IN | 47923 | OFFER COMMUNITY ASSISTANCE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 205500 | 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 | 39745 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 34573 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 74318 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 74318 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | HELPS PROVIDE FOR LONGEVITY OF FOUNDATION | RelationshipStatement |
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 | 292003 | 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 | 15,716 SHARES OF LINCOLN NTNL' | NoncashPropertyDescription |
| Fair Market Value | 292003 | FairMarketValue |
| Date Received | 2011-12-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,171 | 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 | 2650756 | EOYBookValue |
| EOYFMV | 2711991 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK FEES | 10464 |
| DUES | 695 |
| SUPPLIES | 1419 |
| INSURANCE | 595 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR STEPPED UP BASIS | Description |
| Amount | $190,796 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | Category |
| Amount | $1,865 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | Category |
| Amount | $535 | Amount |
Comments