2021-10-18T12:41:23-05:00 2020-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2020-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY RM/STE 1 SHELBYVILLE IN 46176 BRENT THOMAN PRESIDENT 3173927955 2021-09-30 true BRENT THOMAN 999009999 THOMAS A ROBERTS P00997867 7652847554 2021-09-30 2020 2022-09-23 18:48:47Z BRENT THOMAN 54 W BROADWAY ST 1 SHELBYVILLE IN 46176 7686877 false X WWW.BLUERIVERFOUNDATION.COM X 1988 IN THE BLUE RIVER FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. 12 12 6 0 1498809 1498064 485583 459093 1524315 1457474 68087 69847 3576794 3484478 2604156 1676336 0 353246 347376 0 84384 779617 753131 3737019 2776843 -160225 707635 43080614 46696737 4186702 4570509 38893912 42126228 X THE BLUE RIVER FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. false false 513345 455844 124841 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 341446 303200 83036 GRANTS TO BENEFIT YOUTH IN THE COUNTY. 673328 597907 163747 GRANTS FOR CIVIC PURPOSES. 359672 319385 87469 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 359672 319385 87469 1887791 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 7 0 true 6 true false false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false IN X X THE ORGANIZATION 3173927955 54 WEST BROADWAY SUITE 1 SHELBYVILLE IN 46176 BRENT THOMAN PRESIDENT 2.00 X X 0 0 0 LEE MARKS VICE PRESIDE 2.00 X X 0 0 0 ROB YEEND TREASURER 2.00 X X 0 0 0 LISA BRIDGES SECRETARY 2.00 X X 0 0 0 BRADY CLAXTON DIRECTOR 1.00 X 0 0 0 BETH CASE DIRECTOR 1.00 X 0 0 0 BRENT SANDMAN DIRECTOR 1.00 X 0 0 0 CARMEN HAWK DIRECTOR 1.00 X 0 0 0 ERIC GLASCO DIRECTOR 1.00 X 0 0 0 JEFF BEATY DIRECTOR 1.00 X 0 0 0 SHOSHANNA EVERHART DIRECTOR 1.00 X 0 0 0 TERRY SMITH DIRECTOR 1.00 X 0 0 0 JENNIFER JONES EXECUTIVE DI 40.00 X 65674 0 0 65674 false false false 1498064 104857 1498064 ADMINISTRATIVE FEES 900099 459093 459093 459093 1159148 1159148 44807 44807 44807 44807 4500725 4202399 298326 298326 298326 MISCELLANEOUS INCOME 900099 25040 25040 25040 3484478 459093 1527321 1383136 1383136 293200 293200 65674 28240 26926 10508 50490 21711 20701 8078 173422 74571 71104 27747 35890 15433 14715 5742 21900 9417 8979 3504 459093 459093 9563 9563 139818 139818 1262 1262 22286 9583 9137 3566 30621 17127 9675 3819 3187 1370 1307 510 474 474 22717 9768 9314 3635 6912 2972 2834 1106 REPAIRS AND MAINTENANCE 30340 3034 15170 12136 PROGRAM EXPENSES 14199 14199 DUES AND SUBSCRIPTIONS 5307 2282 2176 849 MISCELLANEOUS EXPENSES 4209 3682 527 3143 1748 1395 2776843 1887791 804668 84384 1313837 1742864 1485 75 5653 2602 735476 346757 408281 388719 41333305 44543639 18053 18838 43080614 46696737 14055 3639 3422 250 4169225 4566620 4186702 4570509 X 1745683 1752044 37148229 40374184 38893912 42126228 43080614 46696737 X 707635 2851002 -326321 X false true X true false X 3095763 1677197 1887926 1498809 1498064 9657759 3095763 1677197 1887926 1498809 1498064 9657759 2738666 6919093 1158402 1585230 1696563 1594866 1203955 7239016 24795 69474 11011 30874 25040 161194 17057969 1747529 0.40560 0.38360 X PART II, LINE 10 MISCELLANEOUS 161,194 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 316607 273388 7890863 true true 34998010 634805 2850899 964579 463650 37055485 29861609 860739 5613696 921358 37566 454542 34998010 32933071 696116 -2745608 847876 174094 29861609 29294343 857730 4377204 1128931 112560 354715 32933071 27153641 709852 2886495 946201 173469 335975 29294343 0.00080 0.73480 0.26440 false false 689952 315307 374645 45524 31450 14074 388719 AGENCY FUNDS 4495051 SHORT TERM PPP LOAN 70600 DEPOSITS 969 4566620 X 5702642 2851002 2851002 2851640 139818 493020 632838 3484478 2470326 2470326 139818 166699 306517 2776843 SCHEDULE D, PAGE 3, PART X THE 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 2017, 2018, AND 2019 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 4B AGENCY INCOME 493,020 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 166,699 true BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 11760 PROGRAM SUPPORT CANCER ASSOCIATION OF SHELBY COUNTY PO BOX 844 SHELBYVILLE IN 46176 352157561 501C3 30320 COVID CITY OF SHELBYVILLE MAYOR'S OFFICE CITY HALL 44 W WASHINGTON ST SHELBYVILLE IN 46176 356001195 GOV 8033 COMMUNITY GRANTS DIVISION OF OVERSEAS MINISTRIES PO BOX 1986 INDIANAPOLIS IN 46206 351291382 501C3 15000 FOOD PROGRAM DOLLYWOOD FOUNDATION ATTN OPERATIONS DEPT 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 10207 BOOK PROGRAM EARLY LEARNING SHELBY COUNTY 2021 S RILEY HWY SHELBYVILLE IN 46176 384109221 501C3 40000 COVID FIRST BAPTIST CHURCH 27 W BROADWAY SHELBYVILLE IN 46176 356000849 501C3 7310 FOOD PANTRY/OPER FOP LODGE 84 1237 NORTH KNIGHTSTOWN RD SHELBYVILLE IN 46176 237585993 501C3 7820 OPERATING SUPPORT GEIST CHRISTIAN CHURCH 8550 MUD CREEK RD INDIANAPOLIS IN 46256 351732249 501C3 10000 OPERATING SUPPORT GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 117513 PROGRAMS/COVID GROVER CENTER MUSEUM & HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 14410 COVID HANCOCK HOPE HOUSE INC 35 E PIERSON ST GREENFIELD IN 46140 351839053 501C3 7000 COVID HOSPICE OF SHELBYDECATUR COUNTY 946 E MAIN ST GREENSBURG IN 47240 351479425 501C3 5330 OPERATING SUPPORT HUMAN SERVICES INC PO BOX 281 SHELBYVILLE IN 46176 351127422 501C3 7500 FOOD PANTRY INLOW IMAGING CENTER MAJOR HOSPITAL 2451 INTELLIPLEX DR SHELBYVILLE IN 46176 351118234 501C3 7920 CONTINUING EDUCATION ISU FOUNDATION 30 N FIFTH STREET TERRE HAUTE IN 47809 356045550 501C3 26089 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 37380 FACILITIES/COVID JANE PAULEY COMMUNITY HEALTH CENTER 1640 E ST RD 44 SUITE B SHELBYVILLE IN 46176 010945309 501C3 26089 OPERATING SUPPORT MAINSTREET SHELBYVILLE INC 501 N HARRISON ST SHELBYVILLE IN 46176 352065376 501C3 8920 COVID MAJOR HEALTH PARTNERS 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 351118234 501C3 7977 OPERATING SUPPORT MARIETTA VOL FIRE DEPARTMENT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 29089 OPERATING SUPPORT MHP FOUNDATION 2325 INTELLIPLEX STE 201 SHELBYVILLE IN 46176 237118890 501C3 29799 OPERATING SUPPORT MORRISTOWN BOYS & GIRLS CLUB PO BOX 275 MORRISTOWN IN 46161 350957039 501C3 15390 PROGRAMS/OPERATIONS MORRISTOWN UNITED METHODIST CHURCH 11090 N ASBURY RD MORRISTOWN IN 46161 351577154 501C3 26000 OPERATING SUPPORT MOUNT PISGAH BAPTIST CHURCH 3718 E BLUE RIDGE RD SHELBYVILLE IN 46176 351406944 10000 YOUTH CENTER/COVID MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 26089 OPERATING SUPPORT ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 26089 OPERATING SUPPORT SHARES INC 1611 S MILLER ST SHELBYVILLE IN 46176 351389005 501C3 23455 PROJECTS/COVID SHELBY CO AG PROMOTION COMMITTEE C/O PURDUE EXTENSION COOP 1600 E ST RD 44 STE C SHELBYVILLE IN 46176 208573763 501C3 11000 AG DINNER SHELBY CO CHAMBER OF COMMERCE 501 N HARRISON ST SHELBYVILLE IN 46176 350650830 501C3 6060 LEADERSHIP SHELBY CO SHELBY CO COUNCIL SHELBY COUNTY COURTHOUSE 407 S HARRISON ST SHELBYVILLE IN 46176 356000196 501C3 65790 RACINO CHARITY GRANT SHELBY CO DEVELOPMENT CORP 16 PUBLIC SQUARE STE A SHELBYVILLE IN 46176 311226554 501C3 10000 CARES ACT ASSIST. SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 26089 OPERATING SUPPORT SHELBY CO PLAYERS PO BOX 1129 SHELBYVILLE IN 46176 861068374 501C3 29773 BUILDING/COVID SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 72813 OPERATING SUPPORT SHELBY COUNTY UNITED FUND 126 N HARRISON ST SHELBYVILLE IN 46176 350953458 501C3 105669 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 47660 COVID/OPERATING SHELBYVILLE CENTRAL SCHOOLS 803 ST JOSEPH SHELBYVILLE IN 46176 351103851 GOV 9250 PROGRAMS SHELBYVILLE PARKS AND RECREATION 945 S TOMPKINS ST SHELBYVILLE IN 46176 356001195 501C3 6000 PROJECT ASSISTANCE ST VINCENT DE PAUL SOCIETY OF SHEL 125 E BROADWAY ST SHELBYVILLE IN 46176 351507632 501C3 32320 COVID THE ARC OF SHELBY CO 1215 SYCAMORE DR SHELBYVILLE IN 46176 371777624 501C3 9045 COVID THE SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 14350 OPERATING SUPPORT THE STRAND THEATRE OF SHELBYVILLE 215 S HARRISON STREET SHELBYVILLE IN 46176 204525770 501C3 10500 COVID/NEW SCREEN TRITON ELEMENTARY 4976 W 600 N FAIRLAND IN 46126 356200008 GOV 6154 COVID TURNING POINT PO BOX 103 COLUMBUS IN 47202 310993447 501C3 8789 COVID 44 1 SCHOLARSHIPS 127 293200 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL 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. X 3 104857 AVG HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION THE BLUE RIVER FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. FORM 990, PAGE 2, PART III, LINE 4D ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 11B THE 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 12C OFFICERS, 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 15A INFORMATION 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 19 BLUE RIVER FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS 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 9 AGENCY INCOME -493,020 AGENCY EXPENSES 166,699 TOTAL -326,321