STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLUE RIVER FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BLUE RIVER FOUNDATION INC (EIN 35-1756331)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-08
IRS object ID
201123189349301417
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-08T10:46:57-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Estep Burkey Simmons LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 42AddressLine1
CityMuncieCity
StateINState
ZIP Code473080042ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351756331EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Blue River Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBLUENameControl
Phone3173927955Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line154 West Broadway Room No 1AddressLine1
CityShelbyvilleCity
StateINState
ZIP Code46176ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePhillip C BrownName
TitlePresidentTitle
Phone3173927955Phone
Date Signed2011-11-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePatrick BurkeyName
Phone7652847554Phone
Date Prepared2011-11-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPhillip C BrownNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line154 West BroadwayAddressLine1
CityShelbyvilleCity
StateINState
ZIP Code46176ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4988546GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.blueriverfoundation.comWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionThe foundation was formed for the purpose of soliciting and receiving charitable contributions by bequest, devise, gift or otherwise from individuals, corporations, associations, firms and others; to hold and invest such contributions in such a manner as now or hereafter be authorized (See Sched. O) The foundation was formed for the purpose of soliciting and receiving charitable contributions by bequest, devise, gift or otherwise from individuals, corporations, associations, firms and others to hold and invest such contributions in such a manner as now or hereafter be authorized See Sched. OActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year666676ContributionsGrantsPriorYear
Contributions Grants Current Year1309907ContributionsGrantsCurrentYear
Program Service Revenue Prior Year187303ProgramServiceRevenuePriorYear
Program Service Revenue CY189972ProgramServiceRevenueCY
Investment Income Prior Year509816InvestmentIncomePriorYear
Investment Income Current Year489460InvestmentIncomeCurrentYear
Other Revenue Prior Year32018OtherRevenuePriorYear
Other Revenue Current Year90118OtherRevenueCurrentYear
Total Revenue Prior Year1395813TotalRevenuePriorYear
Total Revenue Current Year2079457TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year486970GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY587776GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year164338SalariesEtcPriorYear
Salaries Etc Current Year164974SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year156647TotalFundrsngExpCurrentYear
Other Expense Prior Year567438OtherExpensePriorYear
Other Expenses Current Year466418OtherExpensesCurrentYear
Total Expenses Prior Year1218746TotalExpensesPriorYear
Total Expenses Current Year1219168TotalExpensesCurrentYear
Revenues Less Expenses Prior Year177067RevenuesLessExpensesPriorYear
Revenues Less Expenses CY860289RevenuesLessExpensesCY
Total Assets BOY18822037TotalAssetsBOY
Total Assets EOY21652063TotalAssetsEOY
Total Liabilities BOY493034TotalLiabilitiesBOY
Total Liabilities EOY812380TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY18329003NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY20839683NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionThe 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 See Sched. OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense188000Expense
Grants173956Grants
DescriptionAwards/grants to social service providers.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense124957Expense
Grants115595Grants
DescriptionScholarships to area students for post secondary education.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense118731Expense
Grants109889Grants
DescriptionAwards/grants to educational programming providers.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp259966TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt188336TotalOfOtherProgramServiceGrnt
Total Program Service Expense691654TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees5NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3173927955TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line154 West Broadway Suite 1AddressLine1
CityShelbyvilleCity
StateINState
ZIP Code46176ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormer
Phillip C Brown
President003.00XX000
Nisa A Hensley
Vice President002.00XX000
Stephen J Plunkett
Treasurer002.00XX000
Lori Tennell
Director001.00X000
John C DePrez Jr
Director005.00X000
Greg Gerline
Director001.00X000
Christopher M King
Director001.00X000
Linda Muegge
Director001.00X000
Tom Rosenfeld
Director001.00X000
Nick Runnebohm
Director001.00X000
Rita D Mohr
Secretary001.00XX000
Robert Britton
Director001.00X000
James L Meyer
Executive Director040.00X075830
Susan L Furgeson
Executive Director term. 2010040.00X0486140X
FieldValueIRS element (for citing)
Total Reportable Comp Frm Rltd Orgs56197TotalReportableCompFrmRltdOrgs
Formers ListedtrueFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Fundraising Events6825FundraisingEvents
All Other Contributions1303082AllOtherContributions
Noncash Contributions383638NoncashContributions
Total Contributions1309907TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministrative FeesDescription
Business Code900099BusinessCode
Total Revenue Column189972TotalRevenueColumn
Related Or Exempt Function Income189972RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue189972TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column595323TotalRevenueColumn
Exclusion$595,323ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real34441Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real34441Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column34441TotalRevenueColumn
Exclusion$34,441ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2795567Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2901430Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-105863Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-105863TotalRevenueColumn
Exclusion-$105,863ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events28965GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events6825CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses7659FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column21306TotalRevenueColumn
Exclusion$21,306ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneous IncomeDescription
Business Code900099BusinessCode
Total Revenue Column34371TotalRevenueColumn
Exclusion$34,371ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue34371TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2079457TotalRevenueColumn
Related Or Exempt Function Income189972RelatedOrExemptFunctionIncome
Exclusion$579,578ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total442881Total
Program Services442881ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total144895Total
Program Services144895ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total56197Total
Program Services11239ProgramServices
Management And General16859ManagementAndGeneral
Fundraising28099Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total97106Total
Program Services19421ProgramServices
Management And General29132ManagementAndGeneral
Fundraising48553Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11671Total
Program Services2334ProgramServices
Management And General3501ManagementAndGeneral
Fundraising5836Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total189977Total
Management And General189977ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total15612Total
Program Services3122ProgramServices
Management And General4684ManagementAndGeneral
Fundraising7806Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7750Total
Program Services1550ProgramServices
Management And General2325ManagementAndGeneral
Fundraising3875Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total99672Total
Management And General99672ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total5954Total
Fundraising5954Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3251Total
Program Services650ProgramServices
Management And General975ManagementAndGeneral
Fundraising1626Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total18523Total
Program Services3705ProgramServices
Management And General5557ManagementAndGeneral
Fundraising9261Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2359Total
Program Services944ProgramServices
Management And General944ManagementAndGeneral
Fundraising471Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total17377Total
Program Services3475ProgramServices
Management And General5213ManagementAndGeneral
Fundraising8689Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total7971Total
Program Services1594ProgramServices
Management And General2391ManagementAndGeneral
Fundraising3986Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
Repairs and Maintenance415862772413862
Program Expenses1413514135
Printing and Promotion1354313543
Computer and Website Support9530190650862538

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total19178Total
Program Services12079ProgramServices
Management And General7099ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1219168Total
Program Services691654ProgramServices
Management And General370867ManagementAndGeneral
Fundraising156647Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY905450BOY
EOY1315888EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY22500BOY
EOY55039EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY8958BOY
EOY15120EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3684BOY
EOY3229EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis601932LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec221025LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY386149BOY
EOY380907EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY17477201BOY
EOY19824607EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY9401BOY
EOY9977EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY8694BOY
EOY47296EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY18822037BOY
EOY21652063EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY25710BOY
EOY13595EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY72534BOY
EOY61841EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY393287BOY
EOY736514EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1503BOY
EOY430EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY493034BOY
EOY812380EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY406013BOY
EOY726533EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1264344BOY
EOY2931078EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY16658646BOY
EOY17182072EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18329003BOY
EOY20839683EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18822037BOY
EOY21652063EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses860289ReconcilationRevenueExpenses
Reconcilation Other Changes1650391ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3730019CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2355343CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years970177CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year666576CurrentTaxYearMinus1Year
Current Tax Year1051257CurrentTaxYear
Total8773372Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3730019CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2355343CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years970177CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year666576CurrentTaxYearMinus1Year
Current Tax Year1051257CurrentTaxYear
Total8773372Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total3675830AmountsSubstContributorsTotal
Public Support Total1705097542PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years747452CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1135318CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1142956CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year463132CurrentTaxYearMinus1Year
Current Tax Year577072CurrentTaxYear
Total4065930Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years20945CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11072CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11238CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4061CurrentTaxYearMinus1Year
Current Tax Year34371CurrentTaxYear
Total81687Total
FieldValueIRS element (for citing)
Total Support12920989TotalSupport
Gross Receipts From Admissions Etc906568GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.39450PublicSupportPertcentage170
Public Support Pertcent Prior Year0.43790PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Percentage5090.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held12NumberDAFsHeld
Donor Advised Contributions474620DonorAdvisedContributions
Grants Paid From Donor Funds133766GrantsPaidFromDonorFunds
Aggregate DAF Value1722163AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance18842114BeginningOfYearBalance
Contributions1114635Contributions
Investment Earnings Or Losses765233InvestmentEarningsOrLosses
Grants Or Scholarships587776GrantsOrScholarships
Other Expenditures21056OtherExpenditures
End Of Year Balance20113150EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance15000209BeginningOfYearBalance
Contributions467414Contributions
Investment Earnings Or Losses3798019InvestmentEarningsOrLosses
Grants Or Scholarships237808GrantsOrScholarships
Other Expenditures185720OtherExpenditures
End Of Year Balance18842114EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance18626003BeginningOfYearBalance
Contributions951423Contributions
Investment Earnings Or Losses-3565794InvestmentEarningsOrLosses
End Of Year Balance15000209EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.15000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.85000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis530229OtherCostOrOtherBasis
Depreciation152632Depreciation
Book Value377597BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis71703OtherCostOrOtherBasis
Depreciation68393Depreciation
Book Value3310BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings380907TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDepositsDescription
Amount$430Amount
FieldValueIRS element (for citing)
Total Of Amounts430TotalOfAmounts
Total Revenue2079457TotalRevenue
Total Expenses1219168TotalExpenses
Excess Or Deficit For Year860289ExcessOrDeficitForYear
Net Unrealized GL On Investments1993618NetUnrealizedGLOnInvestments
Other-$343,227OtherAmount
Total Adjustments1650391TotalAdjustments
Excess Or Deficit Per FS2510680ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3703726TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1924410NetUnrealizedGainsInvestments
Revenue Not Rptd F9901924410RevenueNotRptdF990
Revenue Subtotal1779316RevenueSubtotal
Other Revenues Not Included300141OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt300141RevenueNotRptdOnFinStmt
Total Revenue Per Form9902079457TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1193046TotExpensesEtcAuditedFinclStmt
Other Expenses Included7659OtherExpensesIncluded
Expenses Not Rptd F9907659ExpensesNotRptdF990
Expenses Subtotal1185387ExpensesSubtotal
Other Expenses Not Included33781OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt33781ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901219168TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
IV2bAgencies have transferred assets to the Foundation for the Foundations management. The Foundation grants the earnings of the assets subject to the Foundations spending policy to the agency. In accordance with FASB ASC 958, the Foundation reports contributions as a liability when the donor has specified an unaffiliated beneficiary and not granted variance power over the gift. The Foundation reports these as agency funds on its statement of financial position.
XI8Change in agency net assets -343,227.
XII4bFASB ASC 958 agency transactions 307,800 - 7,659 direct fundraising expenses.
XIII2d7,659 direct fundraising expenses reported on line 8b of Form 990, Part VIII.
XIII4bFASB ASC 958 agency transactions 33,781.
V4The intended uses of the Foundations 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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (22 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Shelby County United Fund Inc
126 N Harrison StShelbyvilleIN46176350953458501c353421General Support
Shelby County Lifelong Learning & Community Aspiration
54 W Broadway Ste 11ShelbyvilleIN46176352146521501c351102General Support
Boys Club of Shelbyville
710 S MillerShelbyvilleIN46176350957039501c330035General Support
Shelby Senior Services
PO Box 241ShelbyvilleIN47176351447684501c329096General Support
The Strand Theatre of Shelbyville
308 W Franklin StreetShelbyvilleIN47176204525770501c314484General Support
Salvation Army
136 E WashingtonShelbyvilleIN47176362167910501c37490General Support
Girls Inc
904 S MillerShelbyvilleIN47176351277849501c38024General Support
Morristown United Methodist Church
221 S Washington StMorristownIN46161351577154501c311000General Support
Major Hospital Foundation
150 W Washington StShelbyvilleIN46176237118890501c317176General Support
Hancock Regional Hospital Fdn
801 N State StGreenfieldIN46140351543591501c35000General Support
Shelbyville-Shelby Co Library
57 W BroadwayShelbyvilleIN46176351080825501c313436General Support
Family Services & Prevention
2021 S Riley HighwayShelbyvilleIN46176351156331501c38548Youth Mentoring
Marietta Vol Fire Dept
5371 W Marietta Railroad StShelbyvilleIN46176450534404501c313413General Support
Shelby Comm Health Center
1640 E State Rd 44 Ste BShelbyvilleIN46176300174146501c318552General Support
Order of the Eastern Star #73
PO Box 46ManillaIN4615035602696010852Charitable Programs
ISU Foundation
101 W Ohio St Ste 1792IndianapolisIN46204356045550501c310852General Support
Shelby Co Masonic Lodge #28
519 S Harrison StShelbyvilleIN46176351184158501c310852Charitable Programs
Masonic Learning Ctr for Children
650 N Meridian StIndianapolisIN46176310883859501c35000General Support
Indiana Masonic Home Fdn
PO Box 44210IndianapolisIN46176351091997501c35000General Support
Shelby Art Guild Association
PO Box 936ShelbyvilleIN46176351479448501c36875General Support
Archdiocese of Indianapolis
PO Box 1410IndianapolisIN46202351018460501c35000Catholic Sch Values
National Center for College Costs
15 W FranklinGreencastleIN4613535206897912500School Programming
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants20TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients83NumberOfRecipients
Amount Of Cash Grant144895AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierIIdentifier
Return Reference2ReturnReference
ExplanationAll 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonSusan L FurgesonNamePerson
Base Compensation Filing Org48614BaseCompensationFilingOrg
Total Compensation Filing Org48614TotalCompensationFilingOrg

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
1UP John DePrez
Director is principal865Web Hosting/Email Servicefalse
1UP John DePrez
Director is principal900Credit Card Processingfalse
CGS Linda Muegge
Director has ownership interest264Trash Removalfalse
PNC Rita Mohr
Officer is employee9999Investment Servicesfalse

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990383638NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990 Part I1under the laws of the State of Indiana to apply the principal and income in such a manner as it shall deem best among Shelby County, Indiana, other organizations, philanthropies and other charities which may come to its approval for such other purposes as are necessary and incidental to the mental, moral, intellectual and physical welfare and advancement of the citizens of Shelby County, Indiana and to do all things necessary or incident to be done in order the forgoing purposes into effect.
Form 990 Part III1builds stronger communities in Shelby County.
Form 990 Part III4dAll other miscellaneous programming and community projects of the Foundation.
Form 990 Part VI2Nick Runnebohm is president and founder of Runnebohm Construction, Inc. Christopher King is executive vice-president of Runnebohm Construction, Inc. The corporation did not receive any payments from Blue River Foudnation during 2010.
Form 990 Part VI11The 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 Part VI12cOfficers, 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 Part VI15aInformation 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 Part VI19Blue River Foundation, Inc. makes its governing documents, conflict of interest policy and financial statements available to the public immediately upon request through the Foundations 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 Foundations 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 Foundations office.
Form 990 Part XI5The breakdown of Other Changes to Net Assets is as follows in round numbers 1,993,618 unrealized gains - 343,227 change in value of FASB ASC 958 Agency Fund Net Assets.