Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE BRAVE HEART FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)8425 WOODFIELD CROSSING BLVDROOM/SUITE 100Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

27-0720856
B Telephone number (see instructions)

(317) 366-4631
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,819,228J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 225,046
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 53,805 53,805 53,805
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 225,687
b Gross sales price for all assets on line 6a 1,423,667
7 Capital gain net income (from Part IV, line 2)... 59,893
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 504,538 113,698 53,805
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 125      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,227      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,376      
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,347      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,075 0   0
25 Contributions, gifts, grants paid........ 275,380 275,380
26 Total expenses and disbursements. Add lines 24 and 25 305,455 0   275,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 199,083
b Net investment income (if negative, enter -0-) 113,698
c Adjusted net income (if negative, enter -0-)... 53,805
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 102,452 172,864 172,864
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,678,649 Click to see attachment2,808,025 3,646,364
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,781,101 2,980,889 3,819,228
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,781,101 2,980,889
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,781,101 2,980,889
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,781,101 2,980,889
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,781,101
2 Enter amount from Part I, line 27a..................... 2 199,083
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 705
4 Add lines 1, 2, and 3.......................... 4 2,980,889
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,980,889
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 59,893
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 252,942 2,865,835 0.088261
2011 204,757 2,502,179 0.081831
2010 277,600 1,203,063 0.230744
2009 179,500    
2008      
2 Total of line 1, column (d) ...................... 2 0.400836
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.133612
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,411,149
5 Multiply line 4 by line 3....................... 5 455,770
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,137
7 Add lines 5 and 6......................... 7 456,907
8 Enter qualifying distributions from Part XII, line 4.............. 8 275,380
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,274
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,274
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,274
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,293
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLARA CHANDLER BELSLEY Telephone no.bullet (317) 918-8000
    Located atbullet2113 E 62ND STREET 107INDIANAPOLISIN ZIP+4bullet46220
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WILLIAM GRIFFITHClick to see attachment CHAIRMAN
    5.00     		0 0 0
    3922 EAST 79TH STREET
    INDIANAPOLIS,IN46240
    GERRY GRIFFITHClick to see attachment TREASURER
    5.00     		0 0 0
    3922 EAST 79TH STREET
    INDIANAPOLIS,IN46240
    JAMES MULHOLLANDClick to see attachment SECRETARY
    1.00     		0 0 0
    1248 WRIGHT STREET
    INDIANAPOLIS,IN46203
    KIM WALTONClick to see attachment MEMBER
    1.00     		0 0 0
    8245 OLD FARM ROAD
    INDIANAPOLIS,IN46256
    DAVID MCDANIELClick to see attachment MEMBER
    1.00     		0 0 0
    8555 N RIVER ROAD SUITE 300
    INDIANAPOLIS,IN46240
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    170,557
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,274
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,274
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    168,283
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    168,283
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    168,283
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 168,283
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 179,530
    c From 2010....... 277,750
    d From 2011....... 81,134
    e From 2012....... 111,266
    fTotal of lines 3a through e......... 649,680
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 275,380
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 168,283
    e Remaining amount distributed out of corpus 107,097
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 756,777
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		756,777
    10 Analysis of line 9:
    a Excess from 2009.... 179,530
    b Excess from 2010.... 277,750
    c Excess from 2011.... 81,134
    d Excess from 2012.... 111,266
    e Excess from 2013.... 107,097
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A LEGACY OF GIVING
    5315 GUADALUPE ST
    SUITE 300
    AUSTIN,TX78751     		    ASSIST IN COMMUNITY 10,000
    ASSOCIATION OF SMALL FOUN
    1720 N STREET NW
    WASHINGTON,DC20036     		    OFFER COMMUNITY SERVICE 750
    ATTITUDINAL HEALING CONNECTION
    3278 WEST ST
    OAKLAND,CA94608     		    COMMUNITY ASSISTANCE 1,000
    AUTISM SOCIETY OF INDIANA
    3951 N MERIDIAN ST
    220
    INDIANAPOLIS,IN46208     		    COMMUNITY ASSISTANCE 1,000
    BABY BRODY PENDILL MEMORIAL SCHOLAR
    56 N MAIN STREET
    MARTINSVILLE,IN46151     		    COMMUNITY ASSISTANCE 500
    BREAST CANCER NAVAGATOR PROGRAM
    2600 NETWORK BLVD
    SUITE 300
    FRISCO,TX75034     		    COMMUNITY ASSISTANCE 1,000
    BRIGHTWOOD COMMUNITY CENTER
    2410 STATION STREE
    INDIANAPOLIS,IN46218     		    OFFER COMMUNITY ASSISTANCE 2,500
    BROADWAY CARES
    165 WEST 46TH STREET
    1300
    NEW YORK,NY10036     		    SUPPORT MEDICAL FIELD 5,000
    BROOKE'S PLACE
    50 EAST 91ST STREET
    SUITE 103
    INDIANAPOLIS,IN46268     		    IMPROVE EDUCATIONAL PROGRAMS 10,000
    CALVARY BAPTIST CHURCH
    200 SUNSET BLVD
    GREENWOOD,IN46142     		    COMMUNITY ASSISTANCE 1,000
    CARE FOR KIDS FOUNDATION
    4760 KINGSWAY DR
    INDIANAPOLIS,IN46205     		    ASSIST IN COMMUNITY 5,000
    CHAUCIE'S PLACE
    4607 E 106 STREET
    CARMEL,IN46033     		    OFFER COMMUNITY ASSISTANCE 5,000
    CHRISTAMORE HOUSE
    502 NORTH TREMONT STREET
    INDIANAPOLIS,IN46222     		    OFFER COMMUNITY ASSISTANCE 5,000
    COBURN PLACE
    604 EAST 38TH STREET
    INDIANAPOLIS,IN46205     		    OFFER COMMUNITY ASSISTANCE 5,000
    COMMUNITY HOSPITAL FOUNDATION
    1500 N RITTER AVE
    INDIANAPOLIS,IN46219     		    OFFER COMMUNITY ASSISTANCE 6,000
    COVENANT HIGH SCHOOL
    7525 W 21ST STREET
    INDIANAPOLIS,IN46214     		    COMMUNITY ASSISTANCE 500
    CULVER SCHOLARSHIP FUND
    1300 ACADEMY RD
    CULVER,IN46511     		    COMMUNITY ASSISTANCE 1,000
    DESERT ROSE FOUNDATION
    PO BOX 1754
    MARTINSVILLE,IN46151     		    OFFER COMMUNITY ASSISTANCE 5,000
    DOVE RECOVERY HOUSE FOR WOMEN
    14 N HIGHLAND AVENUE
    INDIANPOLIS,IN46202     		    COMMUNITY ASSISTANCE 4,500
    DRESS FOR SUCCESS INDIANAPOLIS INC
    820 N MERIDIAN STREEET
    INDIANAPOLIS,IN46204     		    ASSIST IN COMMUNITY 1,000
    DYSLEXIA INSTITUTE OF INDIANA
    8395 KEYSTONE CROSSING
    SUITE 102
    INDIANAPOLIS,IN46240     		    OFFER COMMUNITY ASSISTANCE 3,000
    EDNA MARTIN CHRISTIAN CENTER
    2605 E 25TH STREET
    INDIANAPOLIS,IN46218     		    ASSIST IN COMMUNITY 2,500
    GLEANERS FOOD BANK
    1102 EAST 16TH STREET
    INDIANAPOLIS,IN46202     		    OFFER COMMUNITY ASSISTANCE 5,000
    GOOD SAMARITAN NETWORK
    12933 PARKSIDE DRIVE
    FISHERS,IN46038     		    ASSIST IN COMMUNITY 5,000
    HABITAT FOR HUM HAMILTON
    17917 HOLLOW BROOK COURT
    NOBLESVILLE,IN46062     		    OFFER COMMUNITY ASSISTANCE 5,000
    HABITAT FOR HUM JOHNSON
    PO BOX 302
    FRANKLIN,IN46131     		    OFFER COMMUNITY ASSISTANCE 2,500
    HAMILTON COUNTY CHAPLAIN
    HAMILTON COUNTY SHERIFFS
    DEPARTMENT
    NOBLESVILLE,IN46060     		    SUPPORT RELIGIOUS PROGRAMS 3,000
    HAPPY HOLLOW CHILD CAMP
    615 N ALABAMA STREET
    228
    INDIANAPOLIS,IN46204     		    IMPROVE EDUCATIONAL PROGRAMS 13,000
    HOPE CRISIS RESPONSE NETW
    PO BOX 2123
    ELKHART,IN46515     		    OFFER COMMUNITY ASSISTANCE 6,500
    HUMANE SOCIETY OF HAMILTON COUNTY
    1721 PLEASANT STREET
    SUITE B
    NOBLESVILLE,IN46060     		    OFFER COMMUNITY ASSISTANCE 5,000
    HUMANE SOCIETY OF INDIANAPOLIS
    7929 N MICHIGAN ROAD
    INDIANAPOLIS,IN46268     		    ASSIST IN COMMUNITY 3,000
    INDIANA MASONIC HOME INC
    690 STATE ST
    FRANKLIN,IN46131     		    COMMUNITY ASSISTANCE 1,000
    INDIANAPOLIS ZOO SOC
    1200 WEST WASHINGTON ST
    INDIANAPOLIS,IN46222     		    CONSERVATION OF ENVIRONMENT 1,000
    IVY TECH STATE COLLEGE
    50 W FALL CREEK PARKWAY
    INDIANAPOLIS,IN46208     		    EDUCATIONAL ASSISTANCE 5,000
    JAMESON CAMP INC
    PO BOX 31156
    2001 BRIDGEPORT RD
    INDIANAPOLIS,IN46231     		    OFFER COMMUNITY ASSISTANCE 5,000
    JOHN H BONER COMMUNITY CENTER
    2236 E 10TH ST
    INDIANAPOLIS,IN46201     		    ASSIST IN COMMUNITY 4,830
    JOY'S HOUSE
    2028 E BROAD RIPPLE AVE
    INDIANAPOLIS,IN46220     		    OFFER COMMUNITY ASSISTANCE 1,000
    KALEIDOSCOPE YOUTH CENTER
    4186 N BROADWAY STREET
    INDIANAPOLIS,IN46205     		    OFFER COMMUNITY ASSISTANCE 3,000
    KEEP INDIANAPOLIS BEAUTIFUL
    1029 FLETCHER AVENUE 100
    INDIANAPOLIS,IN46203     		    OFFER COMMUNITY ASSISTANCE 5,000
    LA PLAZA INC
    8902 E 38TH STREET
    INDIANAPOLIS,IN46226     		    OFFER COMMUNITIY ASSISTANCE 5,000
    LAMBA LEGAL
    120 WALL STREET
    19TH FLOOR
    NEW YORK,NY10015     		    COMMUNITY ASSISTANCE 5,000
    LITTLE RED DOOR
    1801 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		    SUPPORT MEDICAL FIELD 5,000
    LOCAL INITIALTIVE SUPPORT
    202 E MARKET STREET
    INDIANAPOLIS,IN46204     		    COMMUNITY ASSISTANCE 5,000
    LOVING BRI FUND NUMBER 421
    56 N MAIN STREET
    MARTINSVILLE,IN46151     		    COMMUNITY ASSISTANCE 500
    LUTHERAN CHILD AND FAMILY SERVICES
    1525 N RITTER AVENUE
    INDIANAPOLIS,IN46219     		    OFFER COMMUNITY ASSISTANCE 5,000
    MISERICORDIA HEART OF MERCY
    6300 N RIDGE AVENUE
    CHICAGO,IL60660     		    COMMUNITY ASSISTANCE 1,000
    MOMMA'S CUPBOARD
    206 E 2ND STREET
    SHERIDAN,IN46069     		    COMMUNITY ASSISTANCE 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    9100 PURDUE ROAD
    203
    INDIANAPOLIS,IN46268     		    COMMUNITY ASSISTANCE 500
    OUTREACH INC
    2822 E NEW YORK STREET
    INDIANAPOLIS,IN46204     		    ASSIST IN COMMUNITY 4,000
    PEACE LEARNING CENTER INC
    6040 DELONG ROAD
    INDIANAPOLIS,IN46254     		    ASSIST IN COMMUNITY 3,000
    SECOND HELPINGS INC
    1121 SOUTHEASTERN
    INDIANAPOLIS,IN46202     		    ASSIST IN COMMUNITY 21,000
    SENSE (SE NGHBRHD SCHOOL OF EXCLNCE
    1601 BARTH AVENUE
    INDIANAPOLIS,IN46203     		    IMPROVE EDUCATIONAL PROGRAMS 27,500
    SOUTHEAST COMMUNITY SERVICES
    901 SHELBY STREET
    INDIANAPOLIS,IN46203     		    ASSIST IN COMMUNITY 5,000
    SPECIAL OLYMPICS MORGAN COUNTY
    1322 KANTERBURY LANE
    MOORESVILLE,IN46158     		    OFFER COMMUNITY ASSISTANCE 1,300
    STATE POLICE ALLIANCE
    1415 SHELBY ST
    INDIANAPOLIS,IN46203     		    COMMUNITY ASSISTANCE 3,000
    THE DAVINCI PURSUIT
    826 NORTH GRAHAM AVENUE
    INDIANAPOLIS,IN46219     		    OFFER COMMUNITY ASSISTANCE 5,000
    THE HOLE IN THE WALL GANG CAMP
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		    SUPPORT MEDICAL FIELD 5,000
    THE JULIAN CENTER
    2011 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		    OFFER COMMUNITY ASSISTANCE 1,000
    THE ORCHARD SCHOOL
    615 W 64TH ST
    INDIANPOLIS,IN46260     		    EDUCATIONAL ASSISTANCE 1,000
    THE SALVATION ARMY
    3100 NORTH MERIDIAN ST
    INDIANAPOLIS,IN46208     		    OFFER COMMUNITY ASSISTANCE 10,000
    UNITED METHODIST COMMITTEE ON RELIE
    475 RIVERSIDE DRIVE
    ROOM 1520
    NEW YORK,NY10015     		    COMMUNITY ASSISTANCE 10,000
    VILLALOBOS RESCUE CENTERE
    4525 N CLAIRBORNE AVE
    NEW ORLEANS,LA70177     		    COMMUNITY ASSISTANCE 500
    Total .................................bullet 3a 275,380
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....         53,805
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        225,687
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     279,492
    13Total. Add line 12, columns (b), (d), and (e)..................
    13279,492
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 HELPS PROVIDE FOR LONGEVITY OF FOUNDATION
    8 HELPS PROVIDE FOR LONGEVITY OF FOUNDATION
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE BRAVE HEART FOUNDATION INC
     
    Employer identification number

    27-0720856
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE BRAVE HEART FOUNDATION INC
          		Employer identification number

    27-0720856
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    WILLIAM AND GERRY GRIFFITH  
    3922 EAST 79TH STREET
     
    INDIANAPOLIS, IN46240

    		$225,046


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE BRAVE HEART FOUNDATION INC
          		Employer identification number

    27-0720856
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 2357 SHARES EXXON MOBIL CORP $225,046 2013-11-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE BRAVE HEART FOUNDATION INC
          		Employer identification number

    27-0720856
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 125      

    TY 2013 CompensationExplanation
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Person Name Explanation
    WILLIAM GRIFFITH  
    GERRY GRIFFITH  
    JAMES MULHOLLAND  
    KIM WALTON  
    DAVID MCDANIEL  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    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  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Name of Stock End of Year Book Value End of Year Fair Market Value
      2,808,025 3,646,364

    TY 2013 OtherExpensesSchedule
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 14,784      
    ADMINISTRATION FEES 5,201      
    DUES & MEMBERSHIPS 1,575      
    INSURANCE 595      
    POSTAGE 192      


    TY 2013 OtherIncreasesSchedule
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Description Amount
    ADJUSTMENT 705


    TY 2013 TaxesSchedule
    Name:
    THE BRAVE HEART FOUNDATION INC
    EIN: 27-0720856
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 402      
    FEDERAL TAX 825