2018-10-25T06:56:01-05:00 2017-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2017-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY RM/STE 1 SHELBYVILLE IN 46176 JEFF BEATY VICE PRESIDENT 3173927955 2018-10-12 true THOMAS A ROBERTS P00997867 7652847554 2018-10-12 70.89.193.68 2018-10-25 06:56:01 CD P 0A49CA5AE9B8EDCDDA79C3494FA6589E6E931580 DFBD0137B5D312120DABF18E219BF6E89CF9C001 2017 2018-06-14 16:35:46Z TOM ROSENFELD 54 W BROADWAY ST 1 SHELBYVILLE IN 46176 7652699 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 75 0 3095763 1677197 360028 391413 1105117 791386 63895 111887 4624803 2971883 1751864 1710814 0 258331 291473 0 209990 639551 684255 2649746 2686542 1975057 285341 35982386 40879878 3101327 3616177 32881059 37263701 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 538584 506932 115980 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 279773 263331 60247 GRANTS TO BENEFIT YOUTH IN THE COUNTY. 593764 558870 127863 GRANTS FOR CIVIC PURPOSES. 405512 381681 87323 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 405512 381681 87323 1817633 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 true false true 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 X 12 12 true 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 TOM ROSENFELD PRESIDENT 2.00 X X 0 0 0 JEFF BEATY VICE PRESIDE 2.00 X X 0 0 0 ROB YEEND TREASURER 2.00 X X 0 0 0 BRENT THOMAN SECRETARY 2.00 X X 0 0 0 GREG GERLINE DIRECTOR 1.00 X 0 0 0 JUDY MONTGOMERY DIRECTOR 1.00 X 0 0 0 BRENT SANDMAN DIRECTOR 1.00 X 0 0 0 LISA BRIDGES DIRECTOR 1.00 X 0 0 0 TERRY SMITH DIRECTOR 1.00 X 0 0 0 JUDY YEAGER DIRECTOR 1.00 X 0 0 0 BRADY CLAXTON DIRECTOR 1.00 X 0 0 0 LEE MARKS DIRECTOR 1.00 X 0 0 0 AMY HAACKER EXECUTIVE DI 40.00 X 80880 0 0 80880 false false false 1677197 388799 1677197 ADMINISTRATIVE FEES 900099 391413 391413 391413 1542817 1542817 42413 42413 42413 42413 3929385 4680816 -751431 -751431 -751431 MISCELLANEOUS INCOME 900099 69474 69474 69474 2971883 391413 903273 1465214 1465214 245600 245600 80880 16176 24264 40440 164367 32874 49310 82183 27880 5576 8364 13940 18346 3669 5504 9173 391413 391413 9013 9013 131542 131542 2270 2270 17161 1442 2164 13555 28132 11026 7840 9266 10971 2194 3291 5486 18891 3778 5667 9446 6091 1218 1827 3046 REPAIRS AND MAINTENANCE 32851 3285 16426 13140 PROGRAM EXPENSES 15525 15525 SPECIAL EVENTS 9079 9079 DONOR DEVELOPMENT 5603 5603 5713 977 2294 2442 2686542 1817633 658919 209990 1532547 1363077 2111 5618 698511 321883 393141 376628 34038924 39118099 15663 16456 35982386 40879878 9537 13379 36000 2024 3055790 3600774 3101327 3616177 X 2355314 3196900 9775007 12831465 20750738 21235336 32881059 37263701 35982386 40879878 285341 4642798 -545497 X false true X true false X 1752687 2354432 1615543 3095763 1677197 10495622 1752687 2354432 1615543 3095763 1677197 10495622 3566318 6929304 1049802 1299515 1298506 1158402 1585230 6391455 15193 18216 122957 24795 69474 250635 17137712 391413 0.40430 0.42680 X PART II, LINE 10 MISCELLANEOUS 250,635 19 799032 264262 7014312 true true 29294343 857730 4377204 1128931 112560 354715 32933071 27153641 709852 2886495 946201 173469 335975 29294343 26142274 1033649 1156301 879750 298833 27153641 25141370 1498857 1160979 701561 682411 274960 26142274 21747847 633173 3990320 723480 258697 247793 25141370 0.07000 0.72000 0.21000 false false 630845 262471 368374 67666 59412 8254 376628 AGENCY FUNDS 3600004 DEPOSITS 770 3600774 X 6891432 4642798 4642798 2248634 723249 723249 2971883 2508790 2508790 177752 177752 2686542 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 2014, 2015, AND 2016 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 723,249 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 177,752 true ARTS FOR LEARNING 546 E 17TH ST SUITE 200 INDIANAPOLIS IN 46202 351148812 501C3 7000 FRESH START PROGRAM BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 11262 OPERATING SUPPORT CHRISTIAN CHURCH DISCIPLES OF CHRIS DIVISION OF OVERSEAS MINISTRIES PO BOX 1986 INDIANAPOLIS IN 46206 350868116 501C3 15000 NPC CHILDREN'S FOOD CITY OF SHELBYVILLE MAYOR'S OFFICE CITY HALL 44 W WASHINGTON ST SHELBYVILLE IN 46176 356001195 GOV 29046 COMMUNITY GRANTS DOLLYWOOD FOUNDATION ATTN OPERATIONS DEPT 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 5400 BOOK PROGRAM FIRST BAPTIST CHURCH 27 W BROADWAY SHELBYVILLE IN 46176 356000849 501C3 7393 FOOD PANTRY/OPER GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 177840 OPER/PROG SUPPORT GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 10000 HEALTHY FOOD HANCOCK REGIONAL HOSPITAL FOUNDATIO 801 N STATE STREET GREENFIELD IN 46140 351543591 501C3 100000 CANCER CENTER HEALTHY SHELBY COUNTY C/O MAJOR HOSPITAL 150 W WASHINGTON ST SHELBYVILLE IN 46176 351118234 501C3 6700 ART ON PARKWAY ISU FOUNDATION 30 N FIFTH STREET TERRE HAUTE IN 47809 356045550 501C3 25263 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 32775 OPERATING SUPPORT MAJOR HOSPITAL 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 351118234 501C3 10239 OPERATING SUPPORT MAJOR HOSPITAL FOUNDATION 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 237118890 501C3 41263 OPERATING SUPPORT MARIETTA VOL FIRE DEPARTMENT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 25263 OPERATING SUPPORT MORRISTOWN BOYS & GIRLS CLUB PO BOX 275 MORRISTOWN IN 46161 350957039 501C3 6865 OPERATING SUPPORT MORRISTOWN UNITED METHODIST CHURCH 11090 N ASBURY RD MORRISTOWN IN 46161 351577154 501C3 15000 OPERATING SUPPORT MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 25263 OPERATING SUPPORT ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 25263 CHARITABLE PROGRAMS SHELBY COUNTY UNITED FUND 126 N HARRISON ST SHELBYVILLE IN 46176 350953458 501C3 92230 OPERATING SUPPORT SHELBY ARTS ALLIANCE PO BOX 944 SHELBYVILLE IN 46176 351479448 501C3 18764 OPERATING SUPPORT SHELBY CO BABE RUTH PO BOX 712 SHELBYVILLE IN 46176 351767853 501C3 5754 HANDICAP PARKING SHELBY CO COUNCIL SHELBY COUNTY COURTHOUSE 407 S HARRISON ST SHELBYVILLE IN 46176 356000196 501C3 35100 RACINO CHARITY GRANT SHELBY CO HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 9883 OPERATING SUPPORT SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 25263 CHARITABLE PROGRAMS SHELBY CO PLAYERS PO BOX 1129 SHELBYVILLE IN 46176 861068374 501C3 14000 LIGHTING/OPERATIONS SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 225882 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 29620 OPERATING SUPPORT SHELBYVILLE CENTRAL SCHOOLS 803 ST JOSEPH SHELBYVILLE IN 46176 351103851 501C3 6013 OPERATING SUPPORT SHELBYVILLE PARKS AND RECREATION 945 S TOMPKINS ST SHELBYVILLE IN 46176 356001195 501C3 26846 TRAIL PROJECT THE ARC OF SHELBY CO 1215 SYCAMORE DR SHELBYVILLE IN 46176 371777624 501C3 17500 EXPANSION PLAN THE SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 7381 OPERATING SUPPORT THE STRAND THEATRE OF SHELBYVILLE 215 S HARRISON STREET SHELBYVILLE IN 46176 204525770 501C3 8500 OPERATING SUPPORT JANE PAULEY COMMUNITY HEALTH CENTER 1640 E ST RD 44 SUITE B SHELBYVILLE IN 46176 010945309 501C3 29710 HEALTHY PARTNERS PRG LITTLE BLUE RIVER FRIENDS CHURCH 3028 N 275 E SHELBYVILLE IN 46176 351553157 6000 OPERATING SUPPORT SHARES INC 1611 S MILLER ST SHELBYVILLE IN 46176 351389005 501C3 11000 GENERAL SUPPORT SHELBY CO FAIR ASSOCIATION 819 S HARRISON ST SHELBYVILLE IN 46176 350650645 501C3 6994 NEW CHAIRS SHELBY COUNTY YOUTH ASSISTANCE PROGRAM 10 W POLK STREET SHELBYVILLE IN 46176 474696889 501C3 5960 SUMMER PROGRAMS SHELBY EASTERN SCHOOLS 2451 N 600 E SHELBYVILLE IN 46176 352099387 GOV 9658 EXPANSION OF PROGRAM SHELBYVILLE SEVENTH-DAY ADVENTIST 1541 W MCKAY RD SHELBYVILLE IN 46176 201626288 6500 GENERAL SUPPORT UNITED METHODIST COMMITTEE ON RELIEF PO BOX 9068 NEW YORK NY 10087 135562279 12000 OPERATING SUPPORT 38 3 SCHOLARSHIPS 105 245600 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. PFENNINGER CLAXTON & ESTELLE INS BOARD MEMBER 6091 INSURANCE false X 6 388799 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 2 GREGORY GERLINE BRENT SANDMAN DIRECTOR DIRECTOR BROTHER-IN-LAW 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 -723,249 AGENCY EXPENSES 177,752 TOTAL -545,497