2011-11-08T10:46:57-00:00 2010-12-31 Estep Burkey Simmons LLC PO Box 42 Muncie IN 473080042 990 2010-01-01 351756331 Blue River Foundation Inc BLUE 3173927955 54 West Broadway Room No 1 Shelbyville IN 46176 Phillip C Brown 3173927955 2011-11-08 true Patrick Burkey 7652847554 2011-11-08 2010 2016-03-07 17:11:31Z Phillip C Brown 54 West Broadway Shelbyville IN 46176 4988546 false X www.blueriverfoundation.com X 1988 IN 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. 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. O 12 12 5 50 0 666676 1309907 187303 189972 509816 489460 32018 90118 1395813 2079457 486970 587776 0 164338 164974 0 156647 567438 466418 1218746 1219168 177067 860289 18822037 21652063 493034 812380 18329003 20839683 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 See Sched. O false false 188000 173956 Awards/grants to social service providers. 124957 115595 Scholarships to area students for post secondary education. 118731 109889 Awards/grants to educational programming providers. 259966 188336 691654 true true false false false true false false true true true false false false true false true false false false false false false false false false false true true true false false false false false false false false true false true true false false false false false false false false false true 5 0 true 5 true 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 Phillip C Brown 003.00 X X 0 0 0 Nisa A Hensley 002.00 X X 0 0 0 Stephen J Plunkett 002.00 X X 0 0 0 Lori Tennell 001.00 X 0 0 0 John C DePrez Jr 005.00 X 0 0 0 Greg Gerline 001.00 X 0 0 0 Christopher M King 001.00 X 0 0 0 Linda Muegge 001.00 X 0 0 0 Tom Rosenfeld 001.00 X 0 0 0 Nick Runnebohm 001.00 X 0 0 0 Rita D Mohr 001.00 X X 0 0 0 Robert Britton 001.00 X 0 0 0 James L Meyer 040.00 X 0 7583 0 Susan L Furgeson 040.00 X X 0 48614 0 56197 true false false 6825 1303082 383638 1309907 Administrative Fees 900099 189972 189972 189972 595323 595323 34441 34441 34441 34441 2795567 2901430 -105863 -105863 -105863 28965 6825 7659 21306 21306 Miscellaneous Income 900099 34371 34371 34371 2079457 189972 579578 442881 442881 144895 144895 0 0 56197 11239 16859 28099 0 97106 19421 29132 48553 0 0 11671 2334 3501 5836 189977 189977 15612 3122 4684 7806 7750 1550 2325 3875 0 99672 99672 0 5954 5954 3251 650 975 1626 0 0 18523 3705 5557 9261 0 0 2359 944 944 471 0 0 17377 3475 5213 8689 7971 1594 2391 3986 Repairs and Maintenance 41586 27724 13862 Program Expenses 14135 14135 Printing and Promotion 13543 13543 Computer and Website Support 9530 1906 2538 5086 19178 12079 7099 1219168 691654 370867 156647 905450 1315888 22500 55039 8958 15120 3684 3229 601932 221025 386149 380907 17477201 19824607 9401 9977 8694 47296 18822037 21652063 25710 13595 72534 61841 393287 736514 1503 430 493034 812380 X 406013 726533 1264344 2931078 16658646 17182072 18329003 20839683 18822037 21652063 X 860289 1650391 X false true true X false X 3730019 2355343 970177 666576 1051257 8773372 3730019 2355343 970177 666576 1051257 8773372 3675830 5097542 747452 1135318 1142956 463132 577072 4065930 20945 11072 11238 4061 34371 81687 12920989 906568 0.39450 0.43790 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 474620 133766 1722163 true true false true 18842114 1114635 765233 587776 21056 20113150 15000209 467414 3798019 237808 185720 18842114 18626003 951423 -3565794 15000209 0.15000 0.85000 false false 530229 152632 377597 71703 68393 3310 380907 Deposits 430 430 2079457 1219168 860289 1993618 -343227 1650391 2510680 3703726 1924410 1924410 1779316 300141 300141 2079457 1193046 7659 7659 1185387 33781 33781 1219168 IV 2b Agencies 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. XI 8 Change in agency net assets -343,227. XII 4b FASB ASC 958 agency transactions 307,800 - 7,659 direct fundraising expenses. XIII 2d 7,659 direct fundraising expenses reported on line 8b of Form 990, Part VIII. XIII 4b FASB ASC 958 agency transactions 33,781. V 4 The 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. true Shelby County United Fund Inc 126 N Harrison St Shelbyville IN 46176 350953458 501c3 53421 General Support Shelby County Lifelong Learning & Community Aspiration 54 W Broadway Ste 11 Shelbyville IN 46176 352146521 501c3 51102 General Support Boys Club of Shelbyville 710 S Miller Shelbyville IN 46176 350957039 501c3 30035 General Support Shelby Senior Services PO Box 241 Shelbyville IN 47176 351447684 501c3 29096 General Support The Strand Theatre of Shelbyville 308 W Franklin Street Shelbyville IN 47176 204525770 501c3 14484 General Support Salvation Army 136 E Washington Shelbyville IN 47176 362167910 501c3 7490 General Support Girls Inc 904 S Miller Shelbyville IN 47176 351277849 501c3 8024 General Support Morristown United Methodist Church 221 S Washington St Morristown IN 46161 351577154 501c3 11000 General Support Major Hospital Foundation 150 W Washington St Shelbyville IN 46176 237118890 501c3 17176 General Support Hancock Regional Hospital Fdn 801 N State St Greenfield IN 46140 351543591 501c3 5000 General Support Shelbyville-Shelby Co Library 57 W Broadway Shelbyville IN 46176 351080825 501c3 13436 General Support Family Services & Prevention 2021 S Riley Highway Shelbyville IN 46176 351156331 501c3 8548 Youth Mentoring Marietta Vol Fire Dept 5371 W Marietta Railroad St Shelbyville IN 46176 450534404 501c3 13413 General Support Shelby Comm Health Center 1640 E State Rd 44 Ste B Shelbyville IN 46176 300174146 501c3 18552 General Support Order of the Eastern Star #73 PO Box 46 Manilla IN 46150 356026960 10852 Charitable Programs ISU Foundation 101 W Ohio St Ste 1792 Indianapolis IN 46204 356045550 501c3 10852 General Support Shelby Co Masonic Lodge #28 519 S Harrison St Shelbyville IN 46176 351184158 501c3 10852 Charitable Programs Masonic Learning Ctr for Children 650 N Meridian St Indianapolis IN 46176 310883859 501c3 5000 General Support Indiana Masonic Home Fdn PO Box 44210 Indianapolis IN 46176 351091997 501c3 5000 General Support Shelby Art Guild Association PO Box 936 Shelbyville IN 46176 351479448 501c3 6875 General Support Archdiocese of Indianapolis PO Box 1410 Indianapolis IN 46202 351018460 501c3 5000 Catholic Sch Values National Center for College Costs 15 W Franklin Greencastle IN 46135 352068979 12500 School Programming 20 2 Scholarships 83 144895 I 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. X X X false false false false false false false false false Susan L Furgeson 48614 48614 1UP John DePrez Director is principal 865 Web Hosting/Email Service false 1UP John DePrez Director is principal 900 Credit Card Processing false CGS Linda Muegge Director has ownership interest 264 Trash Removal false PNC Rita Mohr Officer is employee 9999 Investment Services false X 8 383638 FMV false false false Form 990 Part I 1 under 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 III 1 builds stronger communities in Shelby County. Form 990 Part III 4d All other miscellaneous programming and community projects of the Foundation. Form 990 Part VI 2 Nick 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 VI 11 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 Part VI 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 Part VI 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 Part VI 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 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 XI 5 The 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.