2019-11-05T07:13:58-06:00 2018-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2018-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY RM/STE 1 SHELBYVILLE IN 46176 JEFF BEATY PRESIDENT 3173927955 2019-10-16 true THOMAS A ROBERTS P00997867 7652847554 2019-10-16 70.89.193.68 2019-11-05 07:13:58 CS P D99D36E7ECDE4DFD8D8D6340A3E46AF844C08201 410C892FDC9A5F17C2910677B7DF08C1650BD512 2018 2020-01-14 16:20:31Z JEFF BEATY 54 W BROADWAY ST 1 SHELBYVILLE IN 46176 6589562 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 7 75 0 1677197 1887926 391413 411440 791386 1747859 111887 51031 2971883 4098256 1710814 1633172 0 291473 364834 0 102476 684255 760583 2686542 2758589 285341 1339667 40879878 37250660 3616177 3406030 37263701 33844630 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 562063 488227 122998 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 274676 238593 60108 GRANTS TO BENEFIT YOUTH IN THE COUNTY. 757882 658322 165849 GRANTS FOR CIVIC PURPOSES. 285541 248030 62485 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 285541 248030 62485 1880162 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 8 0 true 7 true false false 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 JEFF BEATY PRESIDENT 2.00 X X 0 0 0 BRENT THOMAN VICE PRESIDE 2.00 X X 0 0 0 ROB YEEND TREASURER 2.00 X X 0 0 0 LEE MARKS SECRETARY 2.00 X X 0 0 0 BRADY CLAXTON 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 GREG GERLINE DIRECTOR 1.00 X 0 0 0 JUDY MONTGOMERY DIRECTOR 1.00 X 0 0 0 JUDY YEAGER 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 AMY HAACKER EXECUTIVE DI 40.00 X 75816 0 0 75816 false false false 1887926 283807 1887926 ADMINISTRATIVE FEES 900099 411440 411440 411440 1656543 1656543 40020 40020 40020 40020 2582622 2491306 91316 91316 91316 MISCELLANEOUS INCOME 900099 11011 11011 11011 4098256 411440 1798890 1399579 1399579 233593 233593 75816 32601 31085 12130 233093 100230 95568 37295 36951 15889 15150 5912 18974 8159 7779 3036 411347 411347 10640 10640 139832 139832 2450 2450 28728 12354 11778 4596 29088 15148 10006 3934 6388 2747 2619 1022 19249 8277 7892 3080 6164 2651 2527 986 REPAIRS AND MAINTENANCE 49464 4946 24732 19786 PROGRAM EXPENSES 38831 38831 DONOR DEVELOPMENT 6462 6462 MISCELLANEOUS EXPENSES 5493 4068 1425 6447 5157 928 362 2758589 1880162 775951 102476 1363077 1733831 5618 5634 698511 341134 376628 357377 39118099 35136581 16456 17237 40879878 37250660 13379 7244 2024 2126 3600774 3396660 3616177 3406030 X 1390868 1378014 35872833 32466616 37263701 33844630 40879878 37250660 X 1339667 -4962329 203591 X false true X true false X 2354432 1615543 3095763 1677197 1887926 10630861 2354432 1615543 3095763 1677197 1887926 10630861 3905533 6725328 1299515 1298506 1158402 1585230 1696563 7038216 18216 122957 24795 69474 11011 246453 17915530 802853 0.37540 0.40430 X PART II, LINE 10 MISCELLANEOUS 246,453 19 409799 308868 6791714 true true 32933071 696116 -2745608 847876 174094 29861609 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 0.83000 0.17000 false false 630845 279889 350956 67666 61245 6421 357377 AGENCY FUNDS 3396415 DEPOSITS 245 3396660 X -897205 -4962329 -4962329 4065124 139832 -106700 33132 4098256 2521866 2521866 139832 96891 236723 2758589 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 2015, 2016, AND 2017 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 -106,700 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 96,891 true BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 11525 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 127732 COMMUNITY GRANTS DOLLYWOOD FOUNDATION ATTN OPERATIONS DEPT 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 5700 BOOK PROGRAM FAIRLAND VOLUNTEER FIRE DEPT 400 N FAIRLAND RD PO BOX FAIRLAND IN 46126 356042264 GOV 70630 PARK PROJECT FIRST BAPTIST CHURCH 27 W BROADWAY SHELBYVILLE IN 46176 356000849 501C3 7865 FOOD PANTRY/OPER FIRST CHRISTIAN CHURCH 27 W BROADWAY SHELBYVILLE IN 46176 356005379 501C3 12500 COMPUTERS AND SOFTWA FLATROCK VOLUNTEER FIRE DEPT 2407 W FLAT ROCK RD PO BOX 194 FLAT ROCK IN 47234 356041213 GOV 49852 PROJECT GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 12760 OPER/PROG SUPPORT HANCOCK REGIONAL HOSPITAL FOUNDATIO 801 N STATE STREET GREENFIELD IN 46140 351543591 501C3 100000 CANCER CENTER HOSPICE OF SHELBYDECATUR COUNTY 946 E MAIN ST GREENSBURG IN 47240 351479425 501C3 5158 OPERATING SUPPORT ISU FOUNDATION 30 N FIFTH STREET TERRE HAUTE IN 47809 356045550 501C3 25793 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 132015 OPERATING SUPPORT JANE PAULEY COMMUNITY HEALTH CENTER 1640 E ST RD 44 SUITE B SHELBYVILLE IN 46176 010945309 501C3 25793 HEALTHY PARTNERS PRG MAJOR HOSPITAL 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 351118234 501C3 8249 OPERATING SUPPORT MAJOR HOSPITAL FOUNDATION 2451 INTELLIPLEX DRIVE SHELBYVILLE IN 46176 237118890 501C3 42635 OPERATING SUPPORT MARIETTA VOL FIRE DEPARTMENT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 25793 OPERATING SUPPORT MORRISTOWN BOYS & GIRLS CLUB PO BOX 275 MORRISTOWN IN 46161 350957039 501C3 6875 OPERATING SUPPORT MORRISTOWN IMAGINATION LIBRARY 11090 N ASBURY RD SHELBYVILLE IN 46161 351080825 GOV 5176 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 25793 OPERATING SUPPORT ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 25793 CHARITABLE PROGRAMS SHELBY ARTS ALLIANCE PO BOX 944 SHELBYVILLE IN 46176 351479448 501C3 7990 OPERATING SUPPORT SHELBY CO COUNCIL SHELBY COUNTY COURTHOUSE 407 S HARRISON ST SHELBYVILLE IN 46176 356000196 501C3 42000 RACINO CHARITY GRANT SHELBY CO HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 5672 OPERATING SUPPORT SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 25793 CHARITABLE PROGRAMS SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 46441 OPERATING SUPPORT SHELBY COUNTY UNITED FUND 126 N HARRISON ST SHELBYVILLE IN 46176 350953458 501C3 96180 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 29427 OPERATING SUPPORT ST VINCENT DE PAUL SOCIETY OF SHEL 125 E BROADWAY ST SHELBYVILLE IN 46176 351507632 501C3 10000 THE SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 8012 OPERATING SUPPORT THE STRAND THEATRE OF SHELBYVILLE 215 S HARRISON STREET SHELBYVILLE IN 46176 204525770 501C3 7498 OPERATING SUPPORT TOWN OF MORRISTOWN 418 W MAIN ST MORRISTOWN IN 46161 356005494 GOV 78568 PROJECTS TRINITY UNITED METHODIST CHURCH 714 FAIR AVENUE SHELBYVILLE IN 46176 351578667 501C3 6331 OPERATING SUPPORT 29 5 SCHOLARSHIPS 155 233593 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 6179 INSURANCE false X 3 283807 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 106,700 AGENCY EXPENSES 96,891 TOTAL 203,591