STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLUE RIVER FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BLUE RIVER FOUNDATION INC (EIN 35-1756331)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202343129349300249
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T13:08:43-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043587095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ESTEP BURKEY SIMMONS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 42AddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP473080042ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351756331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE RIVER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone3173927955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line154 WEST BROADWAY RM/STE 1AddressLine1Txt
CitySHELBYVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46176ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADY CLAXTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3173927955PhoneNum
Signature2023-10-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRADYPersonFirstNm
Person LastCLAXTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A ROBERTSPreparerPersonNm
PTINP00997867PTIN
Phone7652847554PhoneNum
Preparation2023-10-26PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRADY CLAXTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line154 W BROADWAY ST 1AddressLine1Txt
CitySHELBYVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46176ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,832,956GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BLUERIVERFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE BLUE RIVER FOUNDATION WILL BE A CATALYST FOR IGNITING ACTION THAT IMPROVES THE QUALITY OF LIFE IN SHELBY COUNTY.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,088,454PYContributionsGrantsAmt
CY Contributions Grants$1,082,336CYContributionsGrantsAmt
PY Program Service Revenue$484,688PYProgramServiceRevenueAmt
CY Program Service Revenue$502,369CYProgramServiceRevenueAmt
PY Investment Income$2,980,570PYInvestmentIncomeAmt
CY Investment Income$2,353,823CYInvestmentIncomeAmt
PY Other Revenue$55,003PYOtherRevenueAmt
CY Other Revenue$73,166CYOtherRevenueAmt
PY Total Revenue$8,608,715PYTotalRevenueAmt
CY Total Revenue$4,011,694CYTotalRevenueAmt
PY Grants And Similar Paid$2,573,882PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,436,204CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$360,372PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$428,546CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$108,479CYTotalFundraisingExpenseAmt
PY Other Expenses$872,832PYOtherExpensesAmt
CY Other Expenses$855,361CYOtherExpensesAmt
PY Total Expenses$3,807,086PYTotalExpensesAmt
CY Total Expenses$3,720,111CYTotalExpensesAmt
PY Revenues Less Expenses$4,801,629PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$291,583CYRevenuesLessExpensesAmt
Total Assets BOY$56,800,363TotalAssetsBOYAmt
Total Assets EOY$47,834,724TotalAssetsEOYAmt
Total Liabilities BOY$5,123,820TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,403,391TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,676,543NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,431,333NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BLUE RIVER FOUNDATION WILL BE A CATALYST FOR IGNITING ACTION THAT IMPROVES THE QUALITY OF LIFE IN SHELBY COUNTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$791,471ExpenseAmt
Grant$715,646GrantAmt
Revenue$147,573RevenueAmt
DescAWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$383,280ExpenseAmt
Grant$346,561GrantAmt
Revenue$71,464RevenueAmt
DescGRANTS TO BENEFIT YOUTH IN THE COUNTY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$733,603ExpenseAmt
Grant$663,322GrantAmt
Revenue$136,783RevenueAmt
DescGRANTS FOR CIVIC PURPOSES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$785,973ExpenseAmt
Grant$710,675GrantAmt
Revenue$146,548RevenueAmt
DescALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$785,973TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$710,675TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$146,548TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,694,327TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHE ORGANIZATIONPersonNm
Phone3173927955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line154 WEST BROADWAY SUITE 1AddressLine1Txt
CitySHELBYVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46176ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRADY CLAXTON
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BETH CASE
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
LISA BRIDGES
SECRETARY2.00Yes (X)Yes (X)$0$0$0
ROB YEEND
TREASURER2.00Yes (X)Yes (X)$0$0$0
BRENT THOMAN
DIRECTOR1.00Yes (X)$0$0$0
AMY BERTHOUEX
DIRECTOR1.00Yes (X)$0$0$0
ERIC GLASCO
DIRECTOR1.00Yes (X)$0$0$0
LEE MARKS
DIRECTOR1.00Yes (X)$0$0$0
SHAWN FRENCH
DIRECTOR1.00Yes (X)$0$0$0
WENDY STEPHENSON
DIRECTOR1.00Yes (X)$0$0$0
JODY BUTTS-DOLDER
DIRECTOR1.00Yes (X)$0$0$0
SHOSHANNA EVERHART
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER JONES
EXECUTIVE DI40.00Yes (X)$84,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$84,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,082,336AllOtherContributionsAmt
Noncash Contributions$12,692NoncashContributionsAmt
Total Contributions$1,082,336TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$502,369TotalRevenueColumnAmt
Related Or Exempt Func Income$502,369RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$502,369TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,658,760TotalRevenueColumnAmt
Exclusion$1,658,760ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$45,185RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$45,185RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,185TotalRevenueColumnAmt
Exclusion$45,185ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,516,325SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,821,262SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$695,063SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$695,063TotalRevenueColumnAmt
Related Or Exempt Func Income$695,063RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$27,981TotalRevenueColumnAmt
Exclusion$27,981ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$27,981OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,011,694TotalRevenueColumnAmt
Related Or Exempt Func Income$1,197,432RelatedOrExemptFuncIncomeAmt
Exclusion$1,731,926ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,111,104TotalAmt
Program Services$2,111,104ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$325,100TotalAmt
Program Services$325,100ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$84,000TotalAmt
Program Services$36,120ProgramServicesAmt
Management And General$34,440ManagementAndGeneralAmt
Fundraising$13,440FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$271,641TotalAmt
Program Services$116,806ProgramServicesAmt
Management And General$111,373ManagementAndGeneralAmt
Fundraising$43,462FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,047TotalAmt
Program Services$20,230ProgramServicesAmt
Management And General$19,289ManagementAndGeneralAmt
Fundraising$7,528FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,858TotalAmt
Program Services$11,119ProgramServicesAmt
Management And General$10,602ManagementAndGeneralAmt
Fundraising$4,137FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$502,369TotalAmt
Management And General$502,369ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,356TotalAmt
Management And General$15,356ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$157,988TotalAmt
Management And General$157,988ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$946TotalAmt
Fundraising$946FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,120TotalAmt
Program Services$11,232ProgramServicesAmt
Management And General$10,709ManagementAndGeneralAmt
Fundraising$4,179FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,734TotalAmt
Program Services$20,186ProgramServicesAmt
Management And General$12,591ManagementAndGeneralAmt
Fundraising$4,957FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,651TotalAmt
Program Services$1,570ProgramServicesAmt
Management And General$1,497ManagementAndGeneralAmt
Fundraising$584FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,820TotalAmt
Program Services$11,103ProgramServicesAmt
Management And General$10,586ManagementAndGeneralAmt
Fundraising$4,131FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,030TotalAmt
Program Services$4,743ProgramServicesAmt
Management And General$4,522ManagementAndGeneralAmt
Fundraising$1,765FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS AND MAINTENANCE$36,186$3,619$18,093$14,474
PROGRAM EXPENSES$16,198$16,198
DUES AND SUBSCRIPTIONS$12,087$5,197$4,956$1,934
DONOR DEVELOPMENT$6,694$6,694

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,182TotalAmt
Management And General$2,934ManagementAndGeneralAmt
Fundraising$248FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,720,111TotalAmt
Program Services$2,694,327ProgramServicesAmt
Management And General$917,305ManagementAndGeneralAmt
Fundraising$108,479FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,215,820BOYAmt
EOY$1,524,450EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,846BOYAmt
EOY$13,755EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$754,003LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$385,578LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$374,144BOYAmt
EOY$368,425EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,188,954BOYAmt
EOY$45,907,705EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$19,599BOYAmt
EOY$20,389EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,800,363BOYAmt
EOY$47,834,724EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,189BOYAmt
EOY$25,051EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,473BOYAmt
EOY$6,768EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,112,158BOYAmt
EOY$4,371,572EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,123,820BOYAmt
EOY$4,403,391EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,282,303BOYAmt
EOY$1,718,705EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,394,240BOYAmt
EOY$41,712,628EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,676,543BOYAmt
EOY$43,431,333EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,800,363BOYAmt
EOY$47,834,724EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$291,583ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,277,379NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$740,586OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,887,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,498,809CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,498,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,088,454CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,301CurrentTaxYearAmt
Total$11,047,554TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,887,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,498,809CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,498,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,088,454CurrentTaxYearMinus1YearAmt
Current Tax Year$1,074,301CurrentTaxYearAmt
Total$11,047,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,162,514SubstantialContributorsTotAmt
Public Support Total170$7,885,040PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,696,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,594,866CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,203,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,940,357CurrentTaxYearMinus1YearAmt
Current Tax Year$1,703,945CurrentTaxYearAmt
Total$8,139,686TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,011CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,382CurrentTaxYearMinus1YearAmt
Current Tax Year$27,981CurrentTaxYearAmt
Total$105,288TotalAmt
FieldValueIRS element (for citing)
Total Support$19,292,528TotalSupportAmt
Gross Receipts Rltd Activities$2,343,173GrossReceiptsRltdActivitiesAmt
Public Support CY1700.40870PublicSupportCY170Pct
Public Support PY1700.40200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationMISCELLANEOUS 105,288ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held19DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$251,577DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$487,210DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$9,614,124DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,515,119BeginningYearBalanceAmt
Contributions$820,011ContributionsAmt
Investment Earnings Or Losses-$6,953,179InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,441,743GrantsOrScholarshipsAmt
Administrative Expenses$502,369AdministrativeExpensesAmt
End Year Balance$43,437,839EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,055,485BeginningYearBalanceAmt
Contributions$10,011,192ContributionsAmt
Investment Earnings Or Losses$7,106,650InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,173,520GrantsOrScholarshipsAmt
Administrative Expenses$484,688AdministrativeExpensesAmt
End Year Balance$51,515,119EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,998,010BeginningYearBalanceAmt
Contributions$634,805ContributionsAmt
Investment Earnings Or Losses$2,850,899InvestmentEarningsOrLossesAmt
Grants Or Scholarships$964,579GrantsOrScholarshipsAmt
Administrative Expenses$463,650AdministrativeExpensesAmt
End Year Balance$37,055,485EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,861,609BeginningYearBalanceAmt
Contributions$860,739ContributionsAmt
Investment Earnings Or Losses$5,613,696InvestmentEarningsOrLossesAmt
Grants Or Scholarships$921,358GrantsOrScholarshipsAmt
Other Expenditures$37,566OtherExpendituresAmt
Administrative Expenses$454,542AdministrativeExpensesAmt
End Year Balance$34,998,010EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,933,071BeginningYearBalanceAmt
Contributions$696,116ContributionsAmt
Investment Earnings Or Losses-$2,745,608InvestmentEarningsOrLossesAmt
Grants Or Scholarships$847,876GrantsOrScholarshipsAmt
Administrative Expenses$174,094AdministrativeExpensesAmt
End Year Balance$29,861,609EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00050BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.78900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.21050TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$689,952OtherCostOrOtherBasisAmt
Depreciation$354,383DepreciationAmt
Book Value$335,569BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,051OtherCostOrOtherBasisAmt
Depreciation$31,195DepreciationAmt
Book Value$32,856BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$368,425TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY FUNDS$4,371,077
DEPOSITS$495
FieldValueIRS element (for citing)
Total Liability$4,371,572TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$4,850,471TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$9,277,379NetUnrealizedGainsInvstAmt
Revenue Not Reported-$9,277,379RevenueNotReportedAmt
Revenue Subtotal$4,426,908RevenueSubtotalAmt
Investment Expenses Not Incld$157,988InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$573,202OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$415,214RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,011,694TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,394,739TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,394,739ExpensesSubtotalAmt
Investment Expenses Not Incld2$157,988InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$167,384OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$325,372ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,720,111TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 4BAGENCY INCOME -573,202
SCHEDULE D, PAGE 4, PART XII, LINE 4BAGENCY EXPENSES 167,384

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (48 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
BETA SIGMA PHI - LAMBDA CHI
FAIRLAND12811 BARDOLINO DRIVEFISHERSIN46037300853007501C3$36,000PAVING FOR COURT
BLUE RIVER CAREER PROGRAMS
801 ST JOSEPH STSHELBYVILLEIN46176351263948501C3$12,248EDUCATION/ INDUSTRY
BLUE RIVER YOUTH CHOIR
PO BOX 94SHELBYVILLEIN46176862171040501C3$15,000OPERATING SUPPORT
BOYS AND GIRLS CLUB OF SHELBY
COUNTYPO BOX 57SHELBYVILLEIN46176350957039501C3$14,424FACILITY MAINTENANCE
CENTRAL INDIANA LAND TRUST INC
1500 N DELAWARE STREETINDIANAPOLISIN46202351816493501C3$10,000TARGETED PLANTING
DIVISION OF OVERSEAS MINISTRIES
PO BOX 1986INDIANAPOLISIN46206351291382501C3$20,000FOOD PROGRAM
DOLLYWOOD FOUNDATION
ATTN OPERATIONS DEPTPIGEON FORGETN378634113621348105501C3$26,500BOOK PROGRAM2700 DOLLYWOOD PARKS BLVD
EARLY LEARNING SHELBY COUNTY
2021 S RILEY HWYSHELBYVILLEIN46176384109221501C3$125,000NEW FACILITY
FIRST BAPTIST CHURCH
27 W BROADWAYSHELBYVILLEIN46176356000849501C3$6,550FOOD PANTRY/OPER
GEIST CHRISTIAN CHURCH
8550 MUD CREEK RDINDIANAPOLISIN46256351732249501C3$10,000OPERATING SUPPORT
GIRLS INC
904 S MILLER STSHELBYVILLEIN46176351277849501C3$88,324MENTAL HEALTH
HANCOCK COUNTY CHILDREN'S CHOIR
312 E MAIN STREETGREENFIELDIN46140461997158501C3$12,000OPERATING SUPPORTSUITE E
HANCOCK COUNTY SENIOR SERVICES
1870 FIELDS BLVDGREENFIELDIN46140310936007501C3$12,500OPERATING SUPPORT
HANCOCK REGIONAL HOSPITAL FOUNDATIO
801 N STATE STREETGREENFIELDIN46140351543591501C3$25,000CANCER CENTER
HEALTHY SHELBY COUNTY
C/O MAJOR HOSPITALSHELBYVILLEIN46176351118234501C3$5,030GENERAL OPERATING150 W WASHINGTON ST
HOSPICE OF SHELBYDECATUR COUNTY
946 E MAIN STGREENSBURGIN47240351479425501C3$5,600OPERATING SUPPORT
INLOW IMAGING CENTER
MAJOR HOSPITAL2451 INTELLIPLEX DRSHELBYVILLEIN46176351118234501C3$8,270CONTINUING EDUCATION
ISU FOUNDATION
30 N FIFTH STREETTERRE HAUTEIN47809356045550501C3$26,604OPERATING SUPPORT
JANE PAULEY COMMUNITY HEALTH CENTER
1640 E ST RD 44SHELBYVILLEIN46176010945309501C3$26,604OPERATING SUPPORTSUITE B
MAJOR HEALTH PARTNERS
2451 INTELLIPLEX DRIVESHELBYVILLEIN46176351118234501C3$455,996OPER SUPP/POOL
MARIETTA VOL FIRE DEPARTMENT
5371 W MARIETTA RAILROAD STSHELBYVILLEIN46176450534404501C3$26,604OPER SUPP/EQUIPMENT
MHP FOUNDATION
2325 INTELLIPLEX STE 201SHELBYVILLEIN46176237118890501C3$30,298OPERATING SUPPORT
MORRISTOWN BOYS & GIRLS CLUB
PO BOX 275MORRISTOWNIN46161350957039501C3$18,549OPERATING SUPPORT
MORRISTOWN VISIONARY COMMITTEE
PO BOX 110MORRISTOWNIN46161208718283501C3$37,568OPERATING SUPPORT
MT GILEAD BAPTIST CHURCH
4449 SMITHLAND RDSHELBYVILLEIN46176300465009501C3$26,604OPERATING SUPPORT
NAMELESS CREEK YOUTH CAMP
PO BOX 452GREENFIELDIN46140356020576501C3$16,000OPERATING SUPPORT
ORDER OF THE EASTERN STAR 73
PO BOX 46MANILLAIN46150356026960501C3$26,604OPERATING SUPPORT
SCUFFY
126 N HARRISON STSHELBYVILLEIN46176350953458501C3$129,288CAMPAIGN SUPPORT
SERVANTS AT WORK INC
8427 ZIONSVILLE RDINDIANAPOLISIN46268453825509501C3$6,000ACCESSIBLE RAMP
SHELBY CO CHAMBER OF COMMERCE
501 N HARRISON STSHELBYVILLEIN46176350650830501C3$9,875LEADERSHIP SHELBY CO
SHELBY CO COUNCIL
SHELBY COUNTY COURTHOUSESHELBYVILLEIN46176356000196501C3$86,610RACINO CHARITY GRANT407 S HARRISON ST
SHELBY CO MASONIC LODGE 28
519 S HARRISON STSHELBYVILLEIN46176351184158501C3$26,604OPERATING SUPPORT
SHELBY CO PLAYERS
PO BOX 1129SHELBYVILLEIN46176861068374501C3$32,500CAPITAL CAMPAIGN
SHELBY COUNTY COMMUNITY
CORRECTIONS10 W POLK STREETSHELBYVILLEIN46176626000841GOV$6,000TRAINING ROOM UPGRAD
SHELBY COUNTY PUBLIC LIBRARY
57 W BROADWAYSHELBYVILLEIN46176351080825501C3$43,139OPERATING SUPPORT
SHELBY COUNTY PUBLIC LIBRARY VELMA
WORTMAN MORRISTOWN BRANCH127 E MAIN STMORRISTOWNIN46161311217826GOV$11,600OPERATING SUPPORT
SHELBY COUNTY SHERIFF'S DEPARTMENT
107 W TAYLOR STSHELBYVILLEIN46176311226554GOV$10,000RESCUE BOAT
SHELBY COUNTY YOUTH ASSISTANCE
PROGRAM10 W POLK STREETSHELBYVILLEIN46176474696889501C3$10,500MENTORSHIP PROGRAMS
SHELBY EASTERN SCHOOLS
2451 N 600 ESHELBYVILLEIN46176352099387GOV$10,961EXPANSION OF PROGRAM
SHELBY SENIOR SERVICES INC
1504 S HARRISON STSHELBYVILLEIN46176351447684501C3$35,854OPERATING SUPPORT
SHELBYVILLE COMMUNITY CHURCH
720 N 325 ESHELBYVILLEIN46176351775626501C3$6,000OPERATING SUPPORT
SHELBYVILLE FIRE DEPARTMENT
40 W BROADWAYSHELBYVILLEIN46176450534404GOV$10,000SCUFFY DONATION
SHELBYVILLE-SHELBY COUNTY LIBRARY
FOUNDATION57 W BROADWAYSHELBYVILLEIN46176311217826GOV$9,600RENOVATIONS
THE SALVATION ARMY
136 E WASHINGTON STSHELBYVILLEIN46176362167910501C3$6,893OPERATING SUPPORT
TOWN OF MORRISTOWN
418 W MAIN STMORRISTOWNIN46161356005494GOV$100,000PROJECTS
TRITON CENTRAL HIGH SCHOOL
4774 W 600NFAIRLANDIN46126411718174501C3$9,125UNIFORMS
WALDRON HIGH SCHOOL
PO BOX 369WALDRONIN46182351103857501C3$8,692ALEX PROGRAM
WALDRON VOLUNTEER FIRE DEPARTMENT
108 E WASHINGTON STWALDRONIN46182471650163501C3$10,848OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org48Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient127RecipientCnt
Cash Grant$325,100CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL GRANTS REQUIRE THE COMPLETION OF AN APPLICATION AND REQUIRED DOCUMENTATION. THE FOUNDATION USES GUIDESTAR, COPIES OF CURRENT FORM 990S, CURRENT AUDIT REPORTS AND GRANT EVALUATION REPORTS TO ENSURE THAT GRANT MONEY IS USED FOR THE CHARITABLE PURPOSES FOR WHICH IT IS GRANTED. IN THE CASE OF SCHOLARSHIPS, THE FOLLOW-UP DOCUMENTATION IS TUITION STATEMENTS, CURRENT CLASS SCHEDULES OR CURRENT TRANSCRIPTS OR SOME COMBINATION OF THE ABOVE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE COMMITTEE WILL REVIEW FORM 990 BEFORE IT IS FILED AND WILL MAKE A RECOMMENDATION FOR APPROVAL (OR DISAPPROVAL) TO THE FULL BOARD OF DIRECTORS. THE FORM 990 WILL BE MADE AVAILABLE FOR FULL REVIEW BY ANY BOARD MEMBER AT ANY TIME FOR A REASONABLE PERIOD OF TIME BEFORE IT IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ASKED TO KEEP THEIR CONFLICT OF INTEREST DISCLOSURES CURRENT AND ARE REMINDED PERIODICALLY TO DISCLOSE ANY CONFLICTS BEFORE VOTING ON CERTAIN MATTERS. THOSE WHO REPORT CONFLICTS ABSTAIN FROM DISCUSSION AND VOTING ON THE MATTER FOR WHICH THE OFFICER, DIRECTOR OR KEY EMPLOYEE HAS A CONFLICT.
FORM 990, PAGE 6, PART VI, LINE 15AINFORMATION IS REVIEWED FROM COUNCIL ON FOUNDATIONS SALARY AND BENEFITS SURVEY RESULTS, AND THE SALARIES OF INDIVIDUALS HOLDING SIMILAR POSITIONS IN THE COMMUNITY ARE ALSO CONSIDERED.
FORM 990, PAGE 6, PART VI, LINE 19BLUE RIVER FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND 990 AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ALSO, THE FOUNDATION PROVIDES FINANCIAL INFORMATION AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE COMMUNITY THROUGH MAILINGS AND ON ITS WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, AS WELL AS THE COMPLETE AUDIT, IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE.
FORM 990, PART XI, LINE 9AGENCY INCOME 573,202 AGENCY EXPENSES 167,384 TOTAL 740,586