2017-10-26T12:52:43-05:00 2016-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2016-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY RM/STE 1 SHELBYVILLE IN 46176 TOM ROSENFELD PRESIDENT 3173927955 2017-10-17 true PATRICK W BURKEY P00444925 7652847554 2017-10-17 2016 2022-09-23 18:48:47Z TOM ROSENFELD 54 W BROADWAY ST 1 SHELBYVILLE IN 46176 8070732 false X WWW.BLUERIVERFOUNDATION.COM X 1988 IN THE BLUE RIVER COMMUNITY 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. 11 11 5 75 0 1615543 3095763 335337 360028 2146991 1105117 158502 63895 4256373 4624803 1357872 1751864 0 243425 258331 0 188753 607517 639551 2208814 2649746 2047559 1975057 31784957 35982386 2617731 3101327 29167226 32881059 X THE BLUE RIVER COMMUNITY 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 297291 280824 57712 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 551370 520829 107036 GRANTS TO BENEFIT YOUTH IN THE COUNTY. 293026 276795 56884 GRANTS FOR CIVIC PURPOSES. 712906 673416 138396 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 712906 673416 138396 1854593 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 6 0 true 5 true false false false false false false false false false false false false false X 11 11 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 AMY HAACKER EXECUTIVE DI 40.00 X 75150 0 0 75150 false false false 3095763 1332077 3095763 ADMINISTRATIVE FEES 900099 360028 360028 360028 1119302 1119302 39100 39100 39100 39100 3431744 3445929 -14185 -14185 -14185 MISCELLANEOUS INCOME 900099 24795 24795 24795 4624803 360028 1169012 1511771 1511771 240093 240093 75150 15030 22545 37575 144119 28824 43236 72059 22880 4576 6864 11440 16182 3236 4855 8091 360026 360026 9725 9725 123339 123339 3199 3199 19352 1421 2131 15800 21398 7519 6059 7820 6661 1332 1998 3331 18190 3638 5457 9095 6078 1216 1823 3039 REPAIRS AND MAINTENANCE 31586 3159 15793 12634 PROGRAM EXPENSES 23909 23909 SPECIAL EVENTS 8577 8577 DONOR DEVELOPMENT 3941 3941 3570 292 2549 729 2649746 1854593 606400 188753 1342162 1532547 2131 2111 702519 309378 403291 393141 30022476 34038924 14897 15663 31784957 35982386 7039 9537 12500 36000 11000 2587192 3055790 2617731 3101327 X 1607784 2355314 7183954 9775007 20375488 20750738 29167226 32881059 31784957 35982386 1975057 2207368 -468592 X false true X true false X 2372466 1752687 2354432 1615543 3095763 11190891 2372466 1752687 2354432 1615543 3095763 11190891 3919099 7271792 811173 1049802 1299515 1298506 1158402 5617398 46543 15193 18216 122957 24795 227704 17035993 360028 0.42680 0.41200 X PART II, LINE 10 MISCELLANEOUS 202,909 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 715065 259415 5634966 true true 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 19446133 1034180 2478614 406749 583401 220930 21747847 0.04000 0.79000 0.17000 false false 630845 245910 384935 71674 63468 8206 393141 AGENCY FUNDS 3054507 DEPOSITS 1283 3055790 X 6245555 2207368 2207368 4038187 586616 586616 4624803 2531722 2531722 118024 118024 2649746 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 2013, 2014, AND 2015 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 586,616 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 118,024 true BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 40985 RENOVATIONS CHRISTIAN CHURCH DISCIPLES OF CHRIS DIVISION OF OVERSEAS MINISTRIES PO BOX 1986 INDIANAPOLIS IN 46206 350868116 501C3 15000 NPC CHILDREN'S FOOD 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 5340 FOOD PANTRY GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 38257 CAPITAL CAMPAIGN HANCOCK REGIONAL HOSPITAL FOUNDATIO 801 N STATE STREET GREENFIELD IN 46140 351543591 501C3 101000 CANCER CENTER HEALTHY SHELBY COUNTY C/O MAJOR HOSPITAL 150 W WASHINGTON ST SHELBYVILLE IN 46176 351118234 501C3 28164 OPERATING SUPPORT ISU FOUNDATION 30 N FIFTH STREET TERRE HAUTE IN 47809 356045550 501C3 24964 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 543466 CAPITAL CAMPAIGN MAJOR HOSPITAL 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 351118234 501C3 8439 OPERATING SUPPORT MAJOR HOSPITAL FOUNDATION 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 237118890 501C3 46880 OPERATING SUPPORT MARIETTA VOL FIRE DEPARTMENT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 24964 OPERATING SUPPORT MORRISTOWN BOYS & GIRLS CLUB PO BOX 275 MORRISTOWN IN 46161 350957039 501C3 6861 OPERATING SUPPORT MORRISTOWN HIGH SCHOOL PO BOX 960 MORRISTOWN IN 46161 356002668 501C3 10000 EDUCATIONAL PROGRAMS MORRISTOWN UNITED METHODIST CHURCH 11090 N ASBURY RD MORRISTOWN IN 46161 351577154 501C3 25000 OPERATING SUPPORT MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 24964 OPERATING SUPPORT ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 24964 CHARITABLE PROGRAMS SHELBY COUNTY UNITED FUND 126 N HARRISON ST SHELBYVILLE IN 46176 350953458 501C3 86858 OPERATING SUPPORT SHELBY ARTS ALLIANCE PO BOX 944 SHELBYVILLE IN 46176 351479448 501C3 25150 OPERATING SUPPORT SHELBY CO COUNCIL SHELBY COUNTY COURTHOUSE 407 S HARRISON ST SHELBYVILLE IN 46176 356000196 501C3 31393 RACINO CHARITY GRANT SHELBY CO HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 5545 OPERATING SUPPORT SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 24964 CHARITABLE PROGRAMS SHELBY COMMUNITY HEALTH CENTER 1640 E ST RD 44 SUITE B SHELBYVILLE IN 46176 300174146 501C3 30376 OPERATING SUPPORT SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 38776 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 28445 OPERATING SUPPORT THE SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 7310 OPERATING SUPPORT THE STRAND THEATRE OF SHELBYVILLE 215 S HARRISON STREET SHELBYVILLE IN 46176 204525770 501C3 46400 HVAC UPGRADES/STAGE 27 SCHOLARSHIPS 98 240093 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 DIRECTOR INSURANCE false X 11 1331048 AVG. HIGH/LOW GIFT DATE X 1 1029 false true false FORM 990 - ORGANIZATION'S MISSION THE BLUE RIVER COMMUNITY 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 BROTHERS-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 -586,616 AGENCY EXPENSES 118,024 TOTAL -468,592