STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLUE RIVER FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BLUE RIVER FOUNDATION INC (EIN 35-1756331)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202523119349301407
Schema version
2024v5.0
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)
Return2025-11-07T08:11:00-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonBETH CASEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3173927955PhoneNum
Signature2025-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A ROBERTSPreparerPersonNm
PTINP00997867PTIN
Phone7652847554PhoneNum
Preparation2025-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBETH CASEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line154 W BROADWAY ST 1AddressLine1Txt
CitySHELBYVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46176ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,072,477GrossReceiptsAmt
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$3,252,338PYContributionsGrantsAmt
CY Contributions Grants$8,290,200CYContributionsGrantsAmt
PY Program Service Revenue$524,874PYProgramServiceRevenueAmt
CY Program Service Revenue$566,994CYProgramServiceRevenueAmt
PY Investment Income$1,896,511PYInvestmentIncomeAmt
CY Investment Income$3,212,759CYInvestmentIncomeAmt
PY Other Revenue$59,598PYOtherRevenueAmt
CY Other Revenue$66,668CYOtherRevenueAmt
PY Total Revenue$5,733,321PYTotalRevenueAmt
CY Total Revenue$12,136,621CYTotalRevenueAmt
PY Grants And Similar Paid$2,780,174PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,351,596CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$468,399PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$504,904CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$122,964CYTotalFundraisingExpenseAmt
PY Other Expenses$870,969PYOtherExpensesAmt
CY Other Expenses$934,378CYOtherExpensesAmt
PY Total Expenses$4,119,542PYTotalExpensesAmt
CY Total Expenses$5,790,878CYTotalExpensesAmt
PY Revenues Less Expenses$1,613,779PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,345,743CYRevenuesLessExpensesAmt
Total Assets BOY$54,309,733TotalAssetsBOYAmt
Total Assets EOY$62,304,997TotalAssetsEOYAmt
Total Liabilities BOY$4,797,143TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,275,261TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,512,590NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,029,736NetAssetsOrFundBalancesEOYAmt
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$1,357,670ExpenseAmt
Grant$1,274,015GrantAmt
Revenue$165,999RevenueAmt
DescAWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,273,392ExpenseAmt
Grant$1,194,930GrantAmt
Revenue$155,694RevenueAmt
DescGRANTS TO BENEFIT YOUTH IN THE COUNTY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,471,056ExpenseAmt
Grant$1,380,414GrantAmt
Revenue$179,862RevenueAmt
DescGRANTS FOR CIVIC PURPOSES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$535,215ExpenseAmt
Grant$502,237GrantAmt
Revenue$65,439RevenueAmt
DescALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$535,215TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$502,237TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$65,439TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,637,333TotalProgramServiceExpensesAmt
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 ContriYes (true)DeductibleNonCashContriInd
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 Document15IRPDocumentCnt
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
BETH CASE
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
AMY BERTHOUEX
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
JODY BUTTS-DOLDER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ROB MORGAN
TREASURER1.00Yes (X)Yes (X)$0$0$0
DENNY RAMSEY
DIRECTOR1.00Yes (X)$0$0$0
ERIC GLASCO
DIRECTOR1.00Yes (X)$0$0$0
LEE MARKS
DIRECTOR1.00Yes (X)$0$0$0
LISA BRIDGES
DIRECTOR1.00Yes (X)$0$0$0
SHAWN FRENCH
DIRECTOR1.00Yes (X)$0$0$0
SHOSHANNA EVERHART
DIRECTOR1.00Yes (X)$0$0$0
TIM BARRICK
DIRECTOR1.00Yes (X)$0$0$0
WENDY STEPHENSON
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER JONES
EXECUTIVE DI40.00Yes (X)$96,500$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$96,500TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$8,290,200AllOtherContributionsAmt
Noncash Contributions$564,627NoncashContributionsAmt
Total Contributions$8,290,200TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$566,994TotalRevenueColumnAmt
Related Or Exempt Func Income$566,994RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$566,994TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,112,231TotalRevenueColumnAmt
Exclusion$2,112,231ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$47,232RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$47,232RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,232TotalRevenueColumnAmt
Exclusion$47,232ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,036,384SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,935,856SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,100,528SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,100,528TotalRevenueColumnAmt
Exclusion$1,100,528ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$19,436TotalRevenueColumnAmt
Exclusion$19,436ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,436OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,136,621TotalRevenueColumnAmt
Related Or Exempt Func Income$566,994RelatedOrExemptFuncIncomeAmt
Exclusion$3,279,427ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,997,148TotalAmt
Program Services$3,997,148ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$354,448TotalAmt
Program Services$354,448ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$96,500TotalAmt
Program Services$41,495ProgramServicesAmt
Management And General$39,565ManagementAndGeneralAmt
Fundraising$15,440FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$316,756TotalAmt
Program Services$136,206ProgramServicesAmt
Management And General$129,870ManagementAndGeneralAmt
Fundraising$50,680FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$60,061TotalAmt
Program Services$25,826ProgramServicesAmt
Management And General$24,625ManagementAndGeneralAmt
Fundraising$9,610FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,587TotalAmt
Program Services$13,582ProgramServicesAmt
Management And General$12,951ManagementAndGeneralAmt
Fundraising$5,054FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$566,994TotalAmt
Management And General$566,994ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,076TotalAmt
Management And General$10,076ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$169,642TotalAmt
Management And General$169,642ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,100TotalAmt
Fundraising$1,100FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,285TotalAmt
Program Services$10,442ProgramServicesAmt
Management And General$9,957ManagementAndGeneralAmt
Fundraising$3,886FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$39,046TotalAmt
Program Services$22,070ProgramServicesAmt
Management And General$12,168ManagementAndGeneralAmt
Fundraising$4,808FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,342TotalAmt
Program Services$1,867ProgramServicesAmt
Management And General$1,780ManagementAndGeneralAmt
Fundraising$695FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,064TotalAmt
Program Services$13,788ProgramServicesAmt
Management And General$13,146ManagementAndGeneralAmt
Fundraising$5,130FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,732TotalAmt
Program Services$8,485ProgramServicesAmt
Management And General$8,090ManagementAndGeneralAmt
Fundraising$3,157FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS AND MAINTENANCE$44,741$4,474$22,371$17,896
DUES AND SUBSCRIPTIONS$9,917$4,264$4,066$1,587
MISCELLANEOUS EXPENSES$5,610$5,280$330
DONOR DEVELOPMENT$3,591$3,591

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,238TotalAmt
Program Services$3,238ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,790,878TotalAmt
Program Services$4,637,333ProgramServicesAmt
Management And General$1,030,581ManagementAndGeneralAmt
Fundraising$122,964FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,461,605BOYAmt
EOY$3,366,862EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$4,000,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$6,720EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$502,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,202BOYAmt
EOY$1,270EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$969,371LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$446,067LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,062,567BOYAmt
EOY$523,304EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$50,762,138BOYAmt
EOY$53,882,179EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,221BOYAmt
EOY$22,162EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,309,733BOYAmt
EOY$62,304,997EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,330BOYAmt
EOY$233,103EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,299BOYAmt
EOY$7,502EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,780,514BOYAmt
EOY$5,034,656EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,797,143BOYAmt
EOY$5,275,261EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,412,808BOYAmt
EOY$1,981,037EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,099,782BOYAmt
EOY$55,048,699EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,512,590BOYAmt
EOY$57,029,736EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,309,733BOYAmt
EOY$62,304,997EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,345,743ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,425,295NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$253,892OtherChangesInNetAssetsAmt
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$1,498,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,088,454CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,074,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,252,338CurrentTaxYearMinus1YearAmt
Current Tax Year$8,290,200CurrentTaxYearAmt
Total$19,203,357TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,498,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,088,454CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,074,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,252,338CurrentTaxYearMinus1YearAmt
Current Tax Year$8,290,200CurrentTaxYearAmt
Total$19,203,357TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,541,121SubstantialContributorsTotAmt
Public Support Total170$14,662,236PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,203,955CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,940,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,703,945CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,618,503CurrentTaxYearMinus1YearAmt
Current Tax Year$2,159,463CurrentTaxYearAmt
Total$8,626,223TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,626CurrentTaxYearMinus1YearAmt
Current Tax Year$19,436CurrentTaxYearAmt
Total$95,465TotalAmt
FieldValueIRS element (for citing)
Total Support$27,925,045TotalSupportAmt
Gross Receipts Rltd Activities$2,538,018GrossReceiptsRltdActivitiesAmt
Public Support CY1700.52510PublicSupportCY170Pct
Public Support PY1700.44370PublicSupportPY170Pct
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 76,029ExplanationTxt

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 Held16DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$413,080DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$807,385DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$10,405,953DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,947,423BeginningYearBalanceAmt
Contributions$2,018,245ContributionsAmt
Investment Earnings Or Losses$4,134,792InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,868,756GrantsOrScholarshipsAmt
Administrative Expenses$549,841AdministrativeExpensesAmt
End Year Balance$52,681,863EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,437,839BeginningYearBalanceAmt
Contributions$1,773,426ContributionsAmt
Investment Earnings Or Losses$6,212,025InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,975,058GrantsOrScholarshipsAmt
Administrative Expenses$500,809AdministrativeExpensesAmt
End Year Balance$48,947,423EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00040BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70710PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29250TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$889,430OtherCostOrOtherBasisAmt
Depreciation$398,915DepreciationAmt
Book Value$490,515BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,941OtherCostOrOtherBasisAmt
Depreciation$47,152DepreciationAmt
Book Value$32,789BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$523,304TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY FUNDS$5,034,161
DEPOSITS$495
FieldValueIRS element (for citing)
Total Liability$5,034,656TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,965,187TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,425,295NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,425,295RevenueNotReportedAmt
Revenue Subtotal$11,539,892RevenueSubtotalAmt
Investment Expenses Not Incld$169,642InvestmentExpensesNotIncldAmt
Other Revenues Not Included$427,087OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$596,729RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,136,621TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,448,041TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,448,041ExpensesSubtotalAmt
Investment Expenses Not Incld2$169,642InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$173,195OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$342,837ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,790,878TotalExpensesPerForm990Amt

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 2021, 2022, AND 2023 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 427,087
SCHEDULE D, PAGE 4, PART XII, LINE 4BAGENCY EXPENSES 173,195

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
BLUE RIVER CAREER PROGRAMS
801 ST JOSEPH STSHELBYVILLEIN46176351263948501C3$12,566INDUSTRY PROGRAM
BOYS & GIRLS CLUB OF HANCOCK COUNTY
PO BOX 115GREENFIELDIN46140350979327501C3$10,645EXERGAME EQUIPMENT715 E LINCOLN ST
BOYS AND GIRLS CLUB OF SHELBY
PO BOX 57SHELBYVILLEIN46176350957039501C3$798,837FUND DISTRIBUTIONCOUNTY
CANCER ASSOCIATION OF SHELBY COUNTY
PO BOX 844SHELBYVILLEIN46176352157561501C3$15,430HEALTHY EATING PROG
DIVISION OF OVERSEAS MINISTRIES
PO BOX 1986INDIANAPOLISIN46206351291382501C3$20,000FOOD PROGRAM
DOLLYWOOD FOUNDATION
ATTN OPERATIONS DEPTPIGEON FORGETN378634113621348105501C3$23,000BOOK PROGRAM2700 DOLLYWOOD PARKS BLVD
EARLY LEARNING SHELBY COUNTY
2021 S RILEY HWYSHELBYVILLEIN46176384109221501C3$543,863FACILITY EXPENSES
FIRST BAPTIST CHURCH
27 W BROADWAYSHELBYVILLEIN46176356000849501C3$5,840FOOD PANTRY/BUILDING
FOREST HILL CEMETARY ASSOCIATION
704 MORRIS AVESHELBYVILLEIN46176350315635501C3$47,500PAVING
GEIST CHRISTIAN CHURCH
8550 MUD CREEK RDINDIANAPOLISIN46256351732249501C3$10,000OPERATING SUPPORT
GIRLS INC
904 S MILLER STSHELBYVILLEIN46176351277849501C3$59,275PROGRAM SUPPORT
GLEANERS FOOD BANK
3737 WALDEMERE AVEINDIANAPOLISIN46241351483868501C3$14,954FOOD PANTRIES
GREENFIELD CENTRAL SCHOOL
110 W NORTH STGREENFIELDIN46140351769491501C3$10,000EDUCATION ENRICHMENTFOUNDATION
GROVER CENTER MUSEUM & HISTORICAL
52 W BROADWAYSHELBYVILLEIN46176356042230501C3$28,815BUILDING IMPROVEMENTSOCIETY
HANCOCK COUNTY CHILDREN'S CHOIR
312 E MAIN STREETGREENFIELDIN46140461997158501C3$10,000ARTS PROGRAMSUITE E
HANCOCK COUNTY FOOD PANTRY
741 1/2 S STATE RD 9GREENFIELDIN46140351923567501C3$11,000PANTRY SUPPORTPO BOX 244
HANCOCK HEALTH FOUNDATION
801 N STATE STREETGREENFIELDIN46140351543591501C3$25,000MENTAL HEALTH
HEALTHY SHELBY COUNTY
C/O MAJOR HOSPITALSHELBYVILLEIN46176351118234501C3$76,521OPERATING SUPPORT150 W WASHINGTON ST$615,000APPRAISALBUILDING
INLOW IMAGING CENTER
2451 INTELLIPLEX DRSHELBYVILLEIN46176351118234501C3$8,450CONTINUING EDUCATIONMAJOR HOSPITAL
ISU FOUNDATION
30 N FIFTH STREETTERRE HAUTEIN47809356045550501C3$26,677OPERATING SUPPORT
IVY TECH FOUNDATION
PO BOX 883INDIANAPOLISIN46206237073977501C3$18,475MANUFACTURING LAB
JANE PAULEY COMMUNITY HEALTH CENTER
1640 E ST RD 44SHELBYVILLEIN46176010945309501C3$26,677OPERATING SUPPORTSUITE B
LOVE INC
PO BOX 192GREENFIELDIN46140200503268501C3$10,000FAITH & FINANCES
MAJOR HEALTH PARTNERS
2451 INTELLIPLEX DRIVESHELBYVILLEIN46176351118234501C3$8,510OPER SUPPORT
MARIETTA VOL FIRE DEPARTMENT
5371 W MARIETTA RAILROAD STSHELBYVILLEIN46176450534404501C3$28,677OPERATING SUPPORT
MHP FOUNDATION
2325 INTELLIPLEX STE 201SHELBYVILLEIN46176237118890501C3$33,848MEDICAL SUPPORT
MORRISTOWN COMMUNITY DEVELOPMENT
PO BOX 140MORRISTOWNIN46161883064556501C3$42,750PARK EQUIPMENTPARTNERSHIP INC
MORRISTOWN METHODIST CHURCH
PO BOX 388MORRISTOWNIN46161351577154501C3$15,000PARSONAGE UPDATES
MT GILEAD BAPTIST CHURCH
4449 SMITHLAND RDSHELBYVILLEIN46176300465009501C3$26,677OPERATING SUPPORT
NETWORK FOR GOOD
PO BOX 92003LAS VEGASNV89193680480736501C3$10,000FUNDRAISING SERVICES
NINE13SPORTS
PO BOX 78131INDIANAPOLISIN46278464393798501C3$11,000KIDS BUILDING BIKES
ORDER OF THE EASTERN STAR 73
PO BOX 46MANILLAIN46150356026960501C3$26,677OPERATING SUPPORT
OUR HOSPICE OF SOUTH CENTRAL IN
2626 E 17TH STCOLUMBUSIN47201351479425501C3$5,800HOSPICE PROGRAM
SCUFFY
126 N HARRISON STSHELBYVILLEIN46176350953458501C3$123,816CAMPAIGN SUPPORT
SERVANTS AT WORK INC
8427 ZIONSVILLE RDINDIANAPOLISIN46268453825509501C3$10,000ACCESSIBLE RAMPS
SHELBY CO COUNCIL
SHELBY COUNTY COURTHOUSESHELBYVILLEIN46176356000196501C6$98,570PROGRESS GRANTS407 S HARRISON ST
SHELBY CO MASONIC LODGE 28
519 S HARRISON STSHELBYVILLEIN46176351184158501C3$26,677OPERATING SUPPORT
SHELBY CO PLAYERS
PO BOX 1129SHELBYVILLEIN46176861068374501C3$335,839CAPITAL CAMPAIGN
SHELBY COMMUNITY BAND
PO BOX 1053SHELBYVILLEIN46176800587716501C3$5,521TRAILER PURCHASE
SHELBY COUNTY PUBLIC LIBRARY
57 W BROADWAYSHELBYVILLEIN46176351080825501C3$43,323OPERATING SUPPORT
SHELBY SENIOR SERVICES INC
1504 S HARRISON STSHELBYVILLEIN46176351447684501C3$53,007FOOD PANTRY/PROGRAMS
SHELBYVILLE CENTRAL SCHOOLS
803 ST JOSEPHSHELBYVILLEIN46176351103851GOV$10,459PROGRAM SUPPORT
SHELBYVILLE FIRE DEPARTMENT
40 W BROADWAYSHELBYVILLEIN46176450534404GOV$28,000RESCUE EQUIPMENT
SHELTER FROM THE STORM INC
7445 NORTH GREEN MEADOWS ESTATESFAIRLANDIN46126922013081501C3$10,320DOMESTIC VIOLENCE
ST THOMAS ESPISCOPAL CHURCH
600 PAUL HAND BLVDFRANKLININ46131351449379501C3$10,000ST THOMAS CLINIC
THE ARC OF SHELBY CO
1215 SYCAMORE DRSHELBYVILLEIN46176371777624501C3$15,000SENSORY GYM EQUIP
THE BRIDGE MINISTRIES
1504 S HARRISON STSHELBYVILLEIN46176882370104501C3$16,385PROGRAM SUPPORT
THE INDIANAPOLIS SCOTTISH RITE
650 N MERIDIAN STINDIANAPOLISIN46204311109456501C3$100,000BUILDING MAINTENANCECATHEDRAL FOUNDATION
THE VILLAGES OF INDIANA INC
3833 N MERIDIAN STINDIANAPOLISIN46208351708240501C3$17,500HEALTHY FAMILIES
TURNING POINT
PO BOX 103COLUMBUSIN47202310993447501C3$10,530PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org49Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient137RecipientCnt
Cash Grant$354,448CashGrantAmt

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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$564,627NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG HIGH/LOW DATE OF GIFTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

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 -427,087 AGENCY EXPENSES 173,195 TOTAL -253,892