Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BRAVE HEART FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)10056 BOYSENBERRY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FISHERS, IN46038
A Employer identification number

27-0720856
B Telephone number (see instructions)

(317) 918-8000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,620,830J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 300,109
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 124,918 124,918  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 180,897
b Gross sales price for all assets on line 6a 4,747,470
7 Capital gain net income (from Part IV, line 2)... 180,897
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)....... Click to see attachment
List of Attached Documents:
// Content
171 171  
12 Total. Add lines 1 through 11........ 606,095 305,986  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000 0   18,000
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
List of Attached Documents:
// Content
4,140 0   4,140
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,182 26,182   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,490 0   1,377
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,260 0   4,260
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,276 0   3,276
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,348 26,182   31,053
25 Contributions, gifts, grants paid....... 658,488 658,488
26 Total expenses and disbursements. Add lines 24 and 25 735,836 26,182   689,541
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,741
b Net investment income (if negative, enter -0-) 279,804
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 8,716 3,796 3,796
2 Savings and temporary cash investments......... 520,851 238,518 238,518
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,603,742 Click to see attachment
List of Attached Documents:
// Content
4,479,249 		6,378,516
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,133,309 4,721,563 6,620,830
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,133,309 4,721,563
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,133,309 4,721,563
30 Total liabilities and net assets/fund balances (see instructions). 5,133,309 4,721,563
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,133,309
2
Enter amount from Part I, line 27a .....................
2
-129,741
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,003,568
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
282,005
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,721,563
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 4,746,629   4,566,573 180,056
b 841     841
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       180,056
b       841
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 2 180,897
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,889
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 3,889
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,889
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 60
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,851
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,851 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowWWW.THEBRAVEHEARTFOUNDATION.COM
14
The books are in care ofright arrowLARA CHANDLER BELSLEY Telephone no.right arrow (317) 918-8000

Located atright arrow10056 BOYSENBERRY DRFISHERSIN ZIP+4right arrow46038
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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 GRIFFITH CHAIRMAN
5.00 		0 0 0
3840 EAST 79TH STREET
INDIANAPOLIS,IN46240
GERRY GRIFFITH TREASURER
5.00 		0 0 0
3840 EAST 79TH STREET
INDIANAPOLIS,IN46240
JAMES MULHOLLAND SECRETARY
1.00 		0 0 0
5055 W 15TH STREET
INDIANAPOLIS,IN46224
KIM WALTON MEMBER
1.00 		0 0 0
8245 OLD FARM ROAD
INDIANAPOLIS,IN46256
DAVID MCDANIEL MEMBER
1.00 		0 0 0
15648 HAWKS WAY
CARMEL,IN46033
KATIE HAGERTY MEMBER
1.00 		0 0 0
8438 STARK DRIVE
INDIANAPOLIS,IN46216
KEVIN HAMPTON MEMBER
1.00 		0 0 0
6367 KENTSTONE DRIVE
INDIANAPOLIS,IN46268
LARA CHANDLER-BELSLEY EXECUTIVE DIRECTOR
5.00 		18,000 0 0
10056 BOYSENBERRY DRIVE
FISHERS,IN46038
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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  
Part VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
5,943,093
b
Average of monthly cash balances.......................
1b
385,976
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,329,069
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,329,069
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,936
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,234,133
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
311,707
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
311,707
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,889
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,889
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
307,818
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
307,818
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
307,818
Part XI
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
689,541
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
689,541
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 307,818
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 315,696
b From 2019...... 307,956
c From 2020...... 414,249
d From 2021...... 201,611
e From 2022...... 455,741
f Total of lines 3a through e ........ 1,695,253
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 689,541
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 307,818
e Remaining amount distributed out of corpus 381,723
5 Excess distributions carryover applied to 2023. 0 0
(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 2,076,976
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		315,696
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,761,280
10 Analysis of line 9:
a Excess from 2019.... 307,956
b Excess from 2020.... 414,249
c Excess from 2021.... 201,611
d Excess from 2022.... 455,741
e Excess from 2023.... 381,723
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
WILLIAM GRIFFITH
GERRY GRIFFITH
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 right arrow
aThe name, address, and telephone number or email address 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

100 BLACK MEN OF INDIANAPOLIS

3901 N MERIDIAN ST 10
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 500

ALBION FELLOWS BACON CENTER

PO BOX 3164
EVANSVILLE,IN47731 		  PC COMMUNITY ASSISTANCE 3,972

ALLIES INC

6401 GATEWAY DR 531965
INDIANAPOLIS,IN46253 		  PC COMMUNITY ASSISTANCE 5,000

ALZHEIMERS ASSOC GREATER INDIANA CHAPTER

50 E 91ST ST SUITE 100
INDIANAPOLIS,IN46240 		  PC COMMUNITY ASSISTANCE 1,000

AMERICAN RED CROSS OF GREATER INDIANAPOLIS

1510 N MERIDIAN ST
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 5,000

AMIGOS THE RICHMOND LATINO CENTER INC

801 NATIONAL RD W 17
RICHMOND,IN47374 		  PC COMMUNITY ASSISTANCE 5,000

ASCENT 121

PO BOX 1143
CARMEL,IN46082 		  PC COMMUNITY ASSISTANCE 7,000

ATHLEAD INDY INC

8103 TANAGER CT
INDIANAPOLIS,IN46256 		  PC COMMUNITY ASSISTANCE 1,500

AVONDALE MEADOWS ACADEMY INC

3980 MEADOWS DR
INDIANAPOLIS,IN46205 		  PC COMMUNITY ASSISTANCE 8,000

BACK ON MY FEET

735 SHELBY ST
INDIANAPOLIS,IN46203 		  PC COMMUNITY ASSISTANCE 1,500

BACKLIGHT PRODUCTIONS

2114 QUAIL COURT
FRANKLIN,TN37064 		  PC COMMUNITY ASSISTANCE 1,000

BEST BUDDIES INTERNATIONAL INC

100 SOUTHEAST 2ND ST SUITE 200
MIAMI,FL33131 		  PC COMMUNITY ASSISTANCE 2,500

BLATCHLEY NATURE STUDY CLUB INC

125 BOULDER DR
NOBLESVILLE,IN46060 		  PC COMMUNITY ASSISTANCE 1,000

BLUFFTON ANIMAL SHELTER

1613 W CHERRY ST
BLUFFTON,IN46714 		  PC COMMUNITY ASSISTANCE 1,000

BOYS & GIRLS CLUB OF BOONE COUNTY

1575 MULBERRY ST
ZIONSVILLE,IN46077 		  PC COMMUNITY ASSISTANCE 5,000

BRICKS ALLIANCE INC

5710 BROADWAY TERRACE
INDIANAPOLIS,IN46220 		  PC COMMUNITY ASSISTANCE 5,000

BRIGHTLANE LEARNING

2955 N MERIDIAN ST STE 250
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 5,000

BROOKE'S PLACE

8935 N MERIDIAN ST STE 200
INDIANAPOLIS,IN46260 		  PC IMPROVE EDUCATIONAL PROGRAMS 5,000

CARMEL YOUTH ASSISTANCE PROGRAM (CYAP)

515 E MAIN ST STE127
CARMEL,IN46032 		  PC COMMUNITY ASSISTANCE 3,000

CHAMPIONS OF YOUTH INC

1201 N LINCOLN ST STE D
GREENSBURG,IN47240 		  PC COMMUNITY ASSISTANCE 2,500

CHEMO BUDDIES INC

3700 BELLEMEADE AVE STE 118
EVANSVILLE,IN47714 		  PC COMMUNITY ASSISTANCE 2,500

CHILDRENS THERAPLAY FOUNDATION INC

9919 TOWNE RD
CARMEL,IN46032 		  PC COMMUNITY ASSISTANCE 5,000

CLAUDE MCNEAL PRODUCTIONS

1305 N DELEWARE ST
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 5,000

COCODA

5055 W 15TH STREET
INDIANAPOLIS,IN46224 		  PC COMMUNITY ASSISTANCE 36,000

COMMUNITIES IN SCHOOLS OF WAYNE COUNTY

33 SOUTH 7TH ST
RICHMOND,IN47374 		  PC COMMUNITY ASSISTANCE 5,000

DAYSPRING CENTER

PO BOX 44105
INDIANAPOLIS,IN46244 		  PC COMMUNITY ASSISTANCE 5,000

DEACONNESS FOUNDATION

600 MARY ST
EVANSVILLE,IN47747 		  PC COMMUNITY ASSISTANCE 4,930

DEBORAH'S DAUGHTER TRANSITIONAL HOUSE OUTREACH SERVICE

1300 E 86TH ST UNIT 90063
CARMEL,IN46290 		  PC COMMUNITY ASSISTANCE 5,000

DECATUR COUNTY FAMILY YMCA

ONE YMCA WAY
GREENSBURG,IN47240 		  PC COMMUNITY ASSISTANCE 6,500

DEEPLY INGRAINED INC

7138 MOGUL WAY
INDIANAPOLIS,IN46259 		  PC COMMUNITY ASSISTANCE 2,000

DEKALB COUNTY PARENT GROUP FOR HANDICAPPED CHILDREN DBA CHILDREN FIRST CEN

1610 S GRANDSTAFF DR
AUBURN,IN46706 		  PC COMMUNITY ASSISTANCE 1,000

DESERT ROSE FOUNDATION INC

PO BOX 1754
MARTINSVILLE,IN46151 		  PC COMMUNITY ASSISTANCE 5,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC COMMUNITY ASSISTANCE 3,000

DOTTED LINE DIVAS LLC DBA INDY HYGIENE HUB

275 MEDICAL DR UNIT 3544
CARMEL,IN46082 		  PC COMMUNITY ASSISTANCE 3,500

DOVE RECOVERY HOUSE FOR WOMEN

3351 N MERIDIAN ST STE 110
INDIANPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 9,000

DYSLEXIA INSTITUTE OF INDIANA

8395 KEYSTONE CROSSING STE 350
INDIANAPOLIS,IN46240 		  PC COMMUNITY ASSISTANCE 5,000

ELUNA

1617 JFK BLVD SUITE 935
PHILADELPHIA,PA19103 		  PC COMMUNITY ASSISTANCE 5,000

EPILEPSY FOUNDATION

1100 W 42ND ST 140
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 1,000

EVERGLADES COMMUNITY CHURCH

20871 JOHNSON ST101
PEMBROKE,FL33029 		  PC COMMUNITY ASSISTANCE 2,000

EXODUS REFUGEE IMMIGRATION INC

2457 E WASHINGTON ST STE A
INDIANAPOLIS,IN46201 		  PC COMMUNITY ASSISTANCE 5,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		  PC COMMUNITY ASSISTANCE 350

FAMILIES FIRST

2240 N MERIDIAN ST
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 2,000

FAMILY CENTERED SERVICES

1515 N SUTTON CIRCLE
BLUFFTON,IN46714 		  PC COMMUNITY ASSISTANCE 2,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		  PC COMMUNITY ASSISTANCE 1,000

FIREFLY CHILDREN & FAMILY ALLIANCE

1575 DR MLK JR STREET
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 5,000

FLETCHER PLACE COMMUNITY CENTER

PO BOX 825
INDIANAPOLIS,IN46206 		  PC COMMUNITY ASSISTANCE 5,000

FORTUNE ACADEMY

5626 LAWTON LOOP E DRIVE
INDIANAPOLIS,IN46216 		  PC COMMUNITY ASSISTANCE 1,000

FREEWHEELIN' COMMUNITY BIKES

PO BOX 20741
INDIANAPOLIS,IN46220 		  PC COMMUNITY ASSISTANCE 5,000

FRIENDS OF INDIANAPOLIS DOGS OUTSIDE

1505 N SHERMAN DR
INDIANAPOLIS,IN46201 		  PC COMMUNITY ASSISTANCE 3,500

FRIENDS OF WHITE RIVER

PO BOX 90171
INDIANAPOLIS,IN46290 		  PC COMMUNITY ASSISTANCE 500

GATHERING TOGETHER INC

147 N CENTER ST
PLAINFIELD,IN46168 		  PC COMMUNITY ASSISTANCE 1,000

GIRLS INC OF WAYNE COUNTY

1407 S 8TH ST
RICHMOND,IN47374 		  PC COMMUNITY ASSISTANCE 2,500

GLEANERS FOOD BANK

3737 WALDEMERE AVE
INDIANAPOLIS,IN46241 		  PC COMMUNITY ASSISTANCE 12,500

GOOD NEWS MISSION INC DBA GOOD NEWS MINISTRIES

PO BOX 1871
INDIANAPOLIS,IN46206 		  PC COMMUNITY ASSISTANCE 5,000

GOOD SAMARITAN NETWORK

12933 PARKSIDE DRIVE
FISHERS,IN46038 		  PC COMMUNITY ASSISTANCE 1,000

GRACEPOINT RESOURCE CENTER LLC

204 W WASHINGTON ST 1
RENSSELAER,IN47978 		  PC COMMUNITY ASSISTANCE 6,000

HAMILTON COUNTY SHERIFF'S CHAPLIANCY

18100 CUMBERLAND RD
NOBLESVILLE,IN46060 		  PC SUPPORT RELIGIOUS PROGRAMS 5,000

HANCOCK COUNTY CHILDREN'S CHOIR

312 E MAIN ST STE E
GREENFIELD,IN46140 		  PC COMMUNITY ASSISTANCE 4,500

HAPPY HOLLOW CHILDREN'S CAMP INC

615 N ALABAMA STREET STE 134 I
INDIANAPOLIS,IN46204 		  PC IMPROVE EDUCATIONAL PROGRAMS 5,000

HAVE FAITH IN HAITI MISSION SUPPORT TRUST

29836 TELEGRAPH RD
SOUTHFIELD,MI48034 		  PC COMMUNITY ASSISTANCE 5,000

HAWAII COMMUNITY FOUNDATION

444 HANA HWY SUITE 201
KAHULUI,HI96732 		  PC COMMUNITY ASSISTANCE 10,000

HAWTHORNE SOCIAL SERVICE ASSOCIATION

2440 W OHIO ST
INDIANAPOLIS,IN46222 		  PC COMMUNITY ASSISTANCE 5,000

HOLY FAMILY SHELTER

907 N HOLMES AVE
INDIANAPOLIS,IN46222 		  PC COMMUNITY ASSISTANCE 5,000

HOMELESS & REENTRY HELPERS INC

2457 E WASHINGTON ST STE F
INDIANAPOLIS,IN46201 		  PC COMMUNITY ASSISTANCE 5,000

HOPE ACADEMY

3919 MADISON AVE STE 100
INDIANAPOLIS,IN46227 		  PC COMMUNITY ASSISTANCE 5,000

HOPE CRISIS RESPONSE NETWORK INC

PO BOX 6393
SANTA ROSA,CA95406 		  PC COMMUNITY ASSISTANCE 7,500

HOPE FAMILY CARE CENTER

270 W JACKSON ST
CICERO,IN46034 		  PC COMMUNITY ASSISTANCE 5,000

HORIZON HOUSE INC

1033 E WASHINGTON STREET
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 10,000

HUMANE SOCIETY OF EL PASO TX

4991 FRED WILSON AVE
EL PASO,TX79906 		  PC COMMUNITY ASSISTANCE 1,000

IMAGINATION LIBRARY OF BARTHOLOMEW COUNTY INC

3210 GROVE PARKWAY
COLUMBUS,IN47203 		  PC COMMUNITY ASSISTANCE 3,000

INDIANA CANINE ASSISTANT NETWORK INC

5100 CHARLES CT STE 100
ZIONSVILLE,IN46077 		  PC COMMUNITY ASSISTANCE 5,868

INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE

4607 E 106 STREET
CARMEL,IN46033 		  PC COMMUNITY ASSISTANCE 15,000

INDIANA COALITION TO END SEXUAL ASSAULT

9245 N MERIDIAN ST 227
INDIANAPOLIS,IN46260 		  PC COMMUNITY ASSISTANCE 2,500

INDIANA CRISIS ASSISTANCE RESPONSE

PO BOX 44168
INDIANAPOLIS,IN46244 		  PC COMMUNITY ASSISTANCE 2,500

INDIANA PHILANTHROPY ALLIANCE

115 W WASHINGTON ST 950
INDIANAPOLIS,IN46204 		  PC COMMUNITY ASSISTANCE 500

INDIANA WOMEN IN NEED FOUNDATION INC

8515 CEDAR PLACE DR 103A
INDIANAPOLIS,IN46240 		  PC COMMUNITY ASSISTANCE 7,500

INDIANA YOUTH GROUP INC

3733 N MERIDIAN ST
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 10,000

INDIANA YOUTH INSTITUTE

603 E WASHINGTON ST STE 800
INDIANAPOLIS,IN46204 		  PC COMMUNITY ASSISTANCE 5,000

INDIANAPOLIS ANIMAL CARE SERVICES

2600 S HARDING ST
INDIANAPOLIS,IN46221 		  PC COMMUNITY ASSISTANCE 3,000

INDIANAPOLIS ART CENTER

820 E 67TH STREET
INDIANAPOLIS,IN46220 		  PC COMMUNITY ASSISTANCE 3,000

INDIANAPOLIS SYMPHONY ORCHESTRA

32 E WASHINGTON ST STE 600
INDIANAPOLIS,IN46204 		  PC COMMUNITY ASSISTANCE 1,500

INDIANAPOLIS ZOOLOGICAL SOCIETY INC

1200 W WASHINGTON ST
INDIANAPOLIS,IN46222 		  PC CONSERVATION OF ENVIRONMENT 5,500

INDY PUBLIC SERVICE FOUNDATION

200 E WASHINGTON ST E 241
INDIANAPOLIS,IN46204 		  PC COMMUNITY ASSISTANCE 2,000

JACK GRIFFIN CHRISTMAS FUND

8425 WOODFIELD CROSSING BLVD
INDIANAPOLIS,IN46240 		  PC COMMUNITY ASSISTANCE 2,000

JACKSON CENTER FOR CONDUCTIVE EDUCATION

802 N SAMUEL MOORE PARKWAY
MOORESVILLE,IN46158 		  PC EDUCATION 5,000

JAMESON CAMP INC

2001 BRIDGEPORT RD
INDIANAPOLIS,IN46231 		  PC COMMUNITY ASSISTANCE 10,000

JENNINGS COUNTY COUNCIL ON DOMESTIC VIOLENCE INC

PO BOX 455
VERNON,IN47282 		  PC COMMUNITY ASSISTANCE 5,000

JOE & WILL LAWRENCE LEGACY ART FUND

8425 WOODFIELD CROSSING BLVD
INDIANAPOLIS,IN46240 		  PC COMMUNITY ASSISTANCE 2,000

JULIAN CENTER

2011 N MERIDIAN STREET
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 3,000

JUNIOR ACHIEVEMENT OF OKI PARTNERSEASTERN INDIANA

1600 S 2ND ST
RICHMOND,IN47375 		  PC COMMUNITY ASSISTANCE 4,000

KEEP INDIANAPOLIS BEAUTIFUL INC

1029 FLETCHER AVENUE STE 100
INDIANAPOLIS,IN46203 		  PC COMMUNITY ASSISTANCE 2,500

LAKE MAXINKUCKEE ENVIRONMENTAL FUND INC

PO BOX 187 116 N MAIN ST
CULVER,IN46511 		  PC COMMUNITY ASSISTANCE 1,000

LAMBDA CHI APLPHA EDUCATIONAL FOUNDATION

10 WEST CARMEL DR SUITE 220
CARMEL,IN46032 		  PC EDUCATION 5,000

LIBERTY GROVE SCHOOLS

1002 W 25TH ST
INDIANAPOLIS,IN46208 		  PC EDUCATION 5,000

LIFESMART YOUTH

615 N ALABAMA ST STE 228
INDIANAPOLIS,IN46204 		  PC COMMUNITY ASSISTANCE 5,000

LITTLE RED DOOR CANCER AGENCY

1801 N MERIDIAN STREET
INDIANAPOLIS,IN46202 		  PC SUPPORT MEDICAL FIELD 5,000

LIVING REDEMPTION COMMUNITY DEVELOPMENT CORP

302 W 124TH ST
NEW YORK CITY,NY10027 		  PC COMMUNITY ASSISTANCE 3,000

LUTHERAN CHILD AND FAMILY SERVICES

1625 N RITTER AVENUE
INDIANAPOLIS,IN46219 		  PC COMMUNITY ASSISTANCE 10,000

MARION COUNTY COMMISON ON YOUTH INC

1375 W 16TH STREET
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 2,500

MARY RIGG NEIGHBORHOOD CENTER

1920 W MORRIS ST
INDIANAPOLIS,IN46221 		  PC COMMUNITY ASSISTANCE 4,000

MEDICAL MUTTS SERVICE DOGS

6120 ALLISONVILLE RD
INDIANAPOLIS,IN46220 		  PC COMMUNITY ASSISTANCE 5,000

MONROE COUNTY UNITED MINISTRIES

827 W 14TH CT
BLOOMINGTON,IN47404 		  PC COMMUNITY ASSISTANCE 2,500

MORNING LIGHT INC

4701 N KEYSTONE AVE STE 400
INDIANAPOLIS,IN46205 		  PC COMMUNITY ASSISTANCE 5,000

NATIONAL ORGANIZATION FOR VICTIM ASSISTANCE

510 KING ST 424
ALEXANDRIA,VA22314 		  PC COMMUNITY ASSISTANCE 5,000

NOBLESVILLE FIRST UNITED METHODIST CHURCH

2051 MONUMENT ST
NOBLESVILLE,IN46060 		  PC COMMUNITY ASSISTANCE 4,000

OPPORTUNITY ENTERPRISES INC

2801 EVANS AVE
VALPARAISO,IN46383 		  PC COMMUNITY ASSISTANCE 2,500

OUR LIL' BIT OF HEAVEN ANIMAL SANCTUARY

4259 MANGUS RD
POLAND,IN47868 		  PC COMMUNITY ASSISTANCE 2,000

OUTREACH INC

2416 E NEW YORK STREET
INDIANAPOLIS,IN46201 		  PC COMMUNITY ASSISTANCE 5,000

OVERDOSE LIFELINE

7331 LAKESIDE DRIVE
INDIANAPOLIS,IN46278 		  PC COMMUNITY ASSISTANCE 3,000

PACK AWAY HUNGER

5230 PARK EMERSON DR STE A
INDIANAPOLIS,IN46203 		  PC COMMUNITY ASSISTANCE 5,000

PARKVIEW HUNTINGTON FAMILY YMCA

1160 W 500 N
HUNTINGTON,IN46750 		  PC COMMUNITY ASSISTANCE 500

PAWS AND THINK INC

1346 N DELAWARE ST
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 3,500

PEACE RESTORED INC

480 SAINT CLAIR ST
MOORESVILLE,IN46158 		  PC COMMUNITY ASSISTANCE 6,000

PLANNED PARENTHOOD

200 S MERIDIAN ST 400
INDIANAPOLIS,IN46225 		  PC COMMUNITY ASSISTANCE 3,000

POURHOUSE

350 COMMERCIAL RD STE B-108
SAN BERNARDINO,CA92408 		  PC COMMUNITY ASSISTANCE 2,000

PREVAIL INC

1100 S 9TH STREET 100
NOBLESVILLE,IN46060 		  PC COMMUNITY ASSISTANCE 2,000

RACING FOR ORPHANS WITH DOWNS SYNDROME

3125 N MAIN ST STE 102
NORTH LOGAN,UT84341 		  PC COMMUNITY ASSISTANCE 1,000

REACH FOR YOUTH INC

3505 N WASHINGTON BLVD
INDIANAPOLIS,IN46205 		  PC COMMUNITY ASSISTANCE 5,000

RECOVERY COALITION INC

1300 LADOGA AVE PO BOX 481
CRAWFORDSVILLE,IN47933 		  PC COMMUNITY ASSISTANCE 2,500

REFUGE PLACE INDY

918 E MICHIGAN ST
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 1,000

RILEY CHILDREN'S FOUNDATION

30 S MERIDIAN STREET STE 200
INDIANAPOLIS,IN46204 		  PC MEDICAL RESEARCH 5,000

RONALD MCDONALD HOUSE OF INDIANA

435 LIMESTONE STREET
INDIANAPOLIS,IN46202 		  PC FAMILY ASSISTANCE 1,000

SAFE FAMILIES FOR CHILDREN CENTRAL INDIANA

PO BOX 681473
INDIANAPOLIS,IN46268 		  PC COMMUNITY ASSISTANCE 5,000

SAINT FLORIAN CENTER INC

PO BOX 2896
INDIANAPOLIS,IN46206 		  PC COMMUNITY ASSISTANCE 5,000

SALVATION ARMY

3100 NORTH MERIDIAN ST
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 5,000

SECOND HELPINGS INC

1121 SOUTHEASTERN
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 4,000

SEVA FOUNDATION

1786 FIFTH ST
BERKELEY,CA94710 		  PC COMMUNITY ASSISTANCE 2,000

SHELTERING WINGS

PO BOX 92
DANVILLE,IN46122 		  PC COMMUNITY ASSISTANCE 31,457

SHEPHERD'S CENTER OF HAMILTON COUNTY

1250 CONNER ST
NOBLESVILLE,IN46060 		  PC COMMUNITY ASSISTANCE 7,000

SILVERSTRAY SOCIAL

1320 2ND ST
LAPORTE,IN46350 		  PC COMMUNITY ASSISTANCE 1,000

SING ME A STORY FOUNDATION

1606 PORTER RD STE 300
NASHVILLE,TN37206 		  PC COMMUNITY ASSISTANCE 3,000

SOCIETY OF ST ANDREW

7840 DITCH ROAD
INDIANAPOLIS,IN46260 		  PC COMMUNITY ASSISTANCE 4,000

SPENCER PRIDE INC

PO BOX 585
SPENCER,IN47460 		  PC COMMUNITY ASSISTANCE 4,000

ST JOSEPH INSTITUTE FOR THE DEAF

9192 WALDEMAR RD
INDIANAPOLIS,IN46268 		  PC COMMUNITY ASSISTANCE 5,000

ST JUDE RESEARCH HOSPITAL

755 W CARMEL DRIVE STE 201
CARMEL,IN46032 		  PC MEDICAL RESEARCH 1,000

ST MARY'S EARLY CHILD CENTER

901 DR MLK JR STREET
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 5,000

STARFISH INITIATIVE

2955 N MERIDIAN ST STE 101
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 5,000

STATE POLICE ALLIANCE (STATE POLICE SWAT FUND)

1415 SHELBY ST
INDIANAPOLIS,IN46203 		  PC COMMUNITY ASSISTANCE 4,000

STILL WATERS ADULT DAY CENTER

7160 SHADELAND STATION
INDIANAPOLIS,IN46256 		  PC COMMUNITY ASSISTANCE 2,500

TEACHERS' TREASURES

1800 E 10TH STREET
INDIANAPOLIS,IN46201 		  PC COMMUNITY ASSISTANCE 6,000

TEENWORKS INC

2820 N MERIDIAN ST STE 1250
INDIANAPOLIS,IN46208 		  PC COMMUNITY ASSISTANCE 5,000

TETER RETREAT AND ORGANIC FARM

2051 MONUMENT ST
NOBLESVILLE,IN46060 		  PC COMMUNITY ASSISTANCE 4,911

THE JOSHUA MOVEMENT - UNITED CHURCH

1101 STAINBACK AVENUE
NASHVILLE,TN37207 		  PC COMMUNITY ASSISTANCE 1,000

THE LORD'S CUPBOARD

606 BANTA ST
FRANKLIN,IN46131 		  PC COMMUNITY ASSISTANCE 1,000

THE PARKS ALLIANCE OF INDIANAPOLIS

3001 N WHITE RIVER PKWY DR W
INDIANAPOLIS,IN46222 		  PC COMMUNITY ASSISTANCE 5,000

TRINITY HAVEN

3561 N PENNSYLVANIA ST
INDIANAPOLIS,IN46205 		  PC COMMUNITY ASSISTANCE 5,000

WARREN ARTS & EDUCATION FOUNDATION INC

975 N POST RD
INDIANAPOLIS,IN46219 		  PC COMMUNITY ASSISTANCE 5,000

WAYSIDE HOUSE INC

378 NORTHEAST SIXTH AVE
DELRAY BEACH,FL33483 		  PC COMMUNITY ASSISTANCE 2,000

WFYI INDIANAPOLIS

1630 NORTH MERIDIAN ST
INDIANAPOLIS,IN46202 		  PC COMMUNITY ASSISTANCE 1,000

YOUTH LINK SOUTHERN INDIANA

1740 WILLIAMSBURG DR
JEFFERSONVILLE,IN47130 		  PC COMMUNITY ASSISTANCE 3,000

ZERO-THE END OF PROSTATE CANCER

515 KING ST SUITE 420
ALEXANDRIA,VA22314 		  PC COMMUNITY ASSISTANCE 1,000
Total .................................right arrow 3a 658,488
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 124,918  
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 .....     14 171  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 180,897  
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) .. 0 305,986 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
305,986
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BRAVE HEART FOUNDATION INC
  		Employer identification number
27-0720856
Part I
Contributors
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
3840 EAST 79TH STREET
 
INDIANAPOLIS, IN46240

$ 300,109


(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) (2023)
Schedule B (Form 990) (2023)
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
 1518 SHARES OF APPLE INC CORP STOCK $ 300,109 2023-12-15
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BRAVE HEART FOUNDATION INC
  		Employer identification number

27-0720856
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,140 0   4,140

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 303,140 309,263
EQUITIES 4,176,109 6,069,253

TY 2023 OtherDecreasesSchedule
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Description Amount
COST BASIS ADJUSTMENT: CONTRIBUTED SECURITIES 282,005


TY 2023 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
INSURANCE 1,063 0   1,063
PAYROLL FEES 1,526 0   1,526
OFFICE EXPENSE 495 0   495
ADMINISTRATION FEES 192 0   192


TY 2023 OtherIncomeSchedule2
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT PROCEEDS 171 171 171


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 26,132 26,132   0
BANK FEE 50 50   0


TY 2023 TaxesSchedule
Name:
THE BRAVE HEART FOUNDATION INC
EIN:
27-0720856
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 20,113 0   0
PAYROLL TAX 1,377 0   1,377