2014-08-13T14:27:10-05:00 2013-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2013-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY ROOM/SUITE 1 SHELBYVILLE IN 46176 GREGORY GERLINE PRESIDENT 3173927955 2014-08-12 true PATRICK W BURKEY P00444925 7652847554 2014-08-13 2013 2015-11-30 17:44:51Z GREGORY GERLINE 54 W BROADWAY SUITE 1 SHELBYVILLE IN 46176 9029825 false X WWW.BLUERIVERFOUNDATION.COM X 1988 IN THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. 12 12 5 48 0 2372466 1752687 234542 270308 1015234 1285101 81490 49281 3703732 3357377 569635 1073858 0 182075 226613 0 181055 514318 548007 1266028 1848478 2437704 1508899 25717172 30582257 1497803 2246891 24219369 28335366 X THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. false false 259370 238647 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 212686 195613 SCHOLARSHIPS TO AREA STUDENTS FOR POST SECONDARY EDUCATION. 317992 292585 GRANTS FOR CIVIC PURPOSES. 376679 347013 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 376679 347013 1166727 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 4 0 true 5 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 NISA HENSLEY PRESIDENT 3.00 X X 0 0 0 GREG GERLINE VICE PRESIDE 2.00 X X 0 0 0 JOHN C DEPREZ DIRECTOR 1.00 X 0 0 0 PHILLIP BROWN DIRECTOR 1.00 X 0 0 0 ROD MEYERHOLTZ TREASURER 2.00 X X 0 0 0 TERRY SMITH DIRECTOR 1.00 X 0 0 0 TOM ROSENFELD DIRECTOR 1.00 X 0 0 0 JUDY MONTGOMERY SECRETARY 2.00 X X 0 0 0 LINDA MUEGGE DIRECTOR 1.00 X 0 0 0 BRENT SANDMAN DIRECTOR 1.00 X 0 0 0 JEFF BEATY DIRECTOR 1.00 X 0 0 0 JUDY YEAGER DIRECTOR 1.00 X 0 0 0 AMY HAACKER EXECUTIVE DI 40.00 X 70167 0 5000 70167 5000 false false false 1752687 541648 1752687 ADMINISTRATIVE FEES 900099 270308 270308 270308 1015714 1015714 34088 34088 34088 34088 5941835 5672448 269387 269387 269387 MISCELLANEOUS INCOME 900099 15193 15193 15193 3357377 270308 1334382 878245 878245 195613 195613 70167 14033 21050 35084 119277 23856 35783 59638 22638 4528 6791 11319 14531 2906 4359 7266 270307 270307 10024 2005 3007 5012 124572 124572 5117 5117 14288 1502 2252 10534 22013 7102 6304 8607 8456 1691 2537 4228 16926 3385 5078 8463 6687 1337 2006 3344 REPAIRS AND MAINTENANCE 23950 2395 11975 9580 PROGRAM EXPENSES 23060 23060 DONOR DEVELOPMENT 11777 11777 SPECIAL EVENTS 4638 4638 6192 431 4675 1086 1848478 1166727 500696 181055 1165546 1174130 28688 3150 2647 2682 4457 4519 686774 266558 380236 420216 24023925 28954504 12919 13520 98754 9536 25717172 30582257 8023 11541 8210 114058 1481570 2121292 1497803 2246891 X 787247 1290470 4945742 8066303 18486380 18978593 24219369 28335366 25717172 30582257 X 1508899 3246974 -639876 X false true X true false X 666576 1051257 998594 2372466 1752687 6841580 666576 1051257 998594 2372466 1752687 6841580 2775198 4066382 463132 577072 811495 811173 1049802 3712674 4061 34371 39054 46543 15193 139222 10693476 270308 0.38030 0.40960 X PART II, LINE 10 MISCELLANEOUS 124,029 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 620743 79907 3721985 true true 21747847 633173 3990320 723480 258697 247793 25141370 19446133 1034180 2478614 406749 583401 220930 21747847 19865342 437100 -123578 415937 133813 182981 19446133 17519852 658234 2575224 355917 354029 178022 19865342 13769095 413539 3708369 184668 9738 176745 17519852 0.03000 0.75000 0.22000 false false 613357 196797 416560 73417 69761 3656 420216 AGENCY FUNDS 2120885 DEPOSITS 407 2121292 X 5931209 3246974 3246974 2684235 673142 673142 3357377 1815212 1815212 33266 33266 1848478 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USES OF THE FOUNDATION'S ENDOWMENT FUNDS ARE: GRANTING TO ORGANIZATIONS FURTHER THE MISSION OF THE FOUNDATION, PROVIDING SCHOLARSHIPS TO COLLEGE STUDENTS FROM SHELBY COUNTY, INDIANA, AND GIVING THE CITIZENS OF SHELBY COUNTY, INDIANA AN OPPORTUNITY TO FULFILL THEIR CHARITABLE WISHES. SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW 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 2010, 2011, AND 2012 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 673,142 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 33,266 true BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 20165 PROGRAM SUPPORT CENTRAL INDIANA LAND TRUST INC 1500 N DELAWARE ST INDIANAPOLIS IN 46202 351816493 501C3 30000 MELTZER WOODS CHRISTIAN CHURCH DISCIPLE OF CHRIST DIVISION OF OVERSEAS MINISTRIES PO BOX 1986 INDIANAPOLIS IN 46206 350868116 501C3 15000 CHILD FOOD PROGRAM COULSTON ELEMENTARY SCHOOL 121 KNIGHTSTOWN RD SHELBYVILLE IN 46176 351103851 501C3 6750 WALKING PATH DOLLYWOOD FOUNDATION 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 6123 MAILINGS FOR SCHOOLS FAMILY SERVICES AND PREVENTION 2021 S RILEY HIGHWAY SHELBYVILLE IN 46176 351156331 501C3 15691 HEALTHY PTNRS PROG GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 14580 OPERATING SUPPORT HEALTHY SHELBY COUNTY C/O MAJOR HOSPITAL 150 W WASHINGTON ST SHELBYVILLE IN 46176 351118234 501C3 9600 OPERATING SUPPORT HUMAN SERVICES INC PO BOX 281 SHELBYVILLE IN 46176 351127422 501C3 7500 PURCHASE FOOD ISU FOUNDATION 101 W OHIO ST STE 1792 INDIANAPOLIS IN 46204 356045550 501C3 20706 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & GIRLS CLUB 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 5637 MAINTENCE SUPPORT MAJOR HOSPITAL 150 W WASHINGTON ST SHELBYVILLE IN 46176 351118234 501C3 13765 OPERATING SUPPORT MAJOR HOSPITAL FOUNDATION 150 W WASHINGTON ST SHELBYVILLE IN 46176 237118890 501C3 30956 OPERATING SUPPORT MARIETTA VOLUNTEER FIRE DEPT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 20706 OPERATING SUPPORT MORRISTOWN UNITED METHODIST CHURCH 221 S WASHINGTON ST PO BOX 388 MORRISTOWN IN 46161 351577154 501C3 15500 OPERATING SUPPORT MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 20706 OPERATING SUPPORT NATIONAL CENTER FOR COLLEGE COSTS C/O MURRAY AND ASSOCIATES 15 W FRANKLIN ST GREENCASTLE IN 46135 352068979 501C3 12000 SCHOOL PROGRAMMING ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 20706 PROGRAM SUPPORT SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 10341 OPER SUPP/PANTRY SCUFFY 126 N HARRSON ST SHELBYVILLE IN 46176 350953458 501C3 71400 ANNUAL CAMPAIGN SUPP SHELBY ARTS ALLIANCE PO BOX 944 SHELBYVILLE IN 46176 351479448 501C3 17900 COMM ART CLASSES SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 20706 PROGRAM SUPPORT SHELBY COMMUNITY HEALTH CENTER 1640 E STATE RAD 44 STE B SHELBYVILLE IN 46176 300174146 501C3 25705 OPERATING SUPPORT SHELBY COUNTY HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 5316 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 49699 OPER/PROGRAM SUPP SHELBYVILLE PARKS AND RECREATION 945 S TOMPKINS ST SHELBYVILLE IN 46176 356001195 501C3 100000 TRAIL PROJECT SHELBYVILLE-SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 29053 OPER SUPP/NEW BOOKS THE INDIANAPOLIS SCOTTISH RITE CATHEDRAL FOUNDATION 650 N MERIDIAN ST INDIANAPOLIS IN 46204 311109456 501C3 7500 PRESERVE CATHEDRAL THE STRAND THEATRE OF SHELBYVILLE I 308 W FRANKLIN ST SHELBYVILLE IN 46176 204525770 55124 OPER SUPP/MAINT 28 1 SCHOLARSHIPS 100 195613 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. 1UP JOHN DEPREZ DIRECTOR 972 WEB HOSTING/EMAIL false 1UP JOHN DEPREZ DIRECTOR 368 CREDIT CARD PROCESS false CALDWELL GRAVEL LINDA MUEGGE DIRECTOR 264 TRASH REMOVAL false X 3 541648 AVG. HIGH/LOW GIFT DATE false false false FORM 990 - ORGANIZATION'S MISSION THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. 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 VICE PRES 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 -673,142 AGENCY EXPENSES 33,266