2023-05-12T14:30:50-04:00 2022-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2021-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2023-05-12 true LINDA YODER 999009999 THOMAS A ROBERTS P00997867 7652847554 2023-05-12 2021 2023-04-26 12:10:37Z DR JIM WHITE 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 67335852 false X MARSHALLCOUNTYCF.ORG X 1991 IN TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF THE PEOPLE OF MARSHALL COUNTY, INDIANA. 11 11 9 35 0 1406660 1616733 311443 512220 2503299 5227425 112596 103935 4333998 7460313 1105804 2571446 0 248113 272203 0 120963 685092 965799 2039009 3809448 2294989 3650865 44618657 37744582 6997234 5750674 37621423 31993908 X THE MARSHALL COUNTY 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 MARSHALL COUNTY, INDIANA. false false 2673472 2259120 444761 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 652117 312326 67459 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 3325589 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 false false false true false false false false false false false false true 7 0 9 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false IN X LINDA YODER 5749355159 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 DR JIM WHITE CHAIR 1.00 X X 0 0 0 MARK FELDMAN SECRETARY/TR 1.00 X X 0 0 0 ADAM LUKENBILL LEGAL COUNCI 1.00 X X 0 0 0 KEVIN BERGER DIRECTOR 1.00 X 0 0 0 KEVIN BOYER DIRECTOR 1.00 X 0 0 0 JOAN HUNT DIRECTOR 1.00 X 0 0 0 JENNIFER HURFORD DIRECTOR 1.00 X 0 0 0 JACK JORDAN DIRECTOR 1.00 X 0 0 0 MARTIN OOSTERBAAN DIRECTOR 1.00 X 0 0 0 JOHN SMALL JR DIRECTOR 1.00 X 0 0 0 BETH STYERS DIRECTOR 1.00 X 0 0 0 LINDA YODER EXECUTIVE DI 40.00 X 92454 0 0 92454 false false false 1616733 253763 1616733 ADMINISTRATIVE FEE INCOME 561000 512220 512220 512220 1043627 1043627 64059337 59875539 4183798 4183798 4183798 RENT 103935 103935 103935 7460313 4696018 1147562 2259120 2259120 312326 312326 64552 21302 32276 10974 168190 56279 84095 27816 21508 7169 10754 3585 17953 5984 8977 2992 512220 512220 59915 19972 29958 9985 133037 44341 66519 22177 52881 17628 26441 8812 115899 38633 57950 19316 9052 3017 4526 1509 44871 14957 22436 7478 15625 5208 7813 2604 DUES & MEMBERSHIPS 8468 2823 4234 1411 DONOR DEVELOPMENT 7918 2639 3959 1320 MISCELLANEOUS 2760 920 1380 460 REPAIRS & MAINTENANCE 1655 552 828 275 1498 499 750 249 3809448 3325589 362896 120963 2371141 667697 25000 122875 2691 29631 55830 58050 339705 134030 238546 205675 40851657 35780278 475599 374600 598193 505776 44618657 37744582 20765 22452 167634 152741 242963 6565872 5575481 6997234 5750674 X 1814451 1839148 35806972 30154760 37621423 31993908 44618657 37744582 X 3650865 -10209711 931331 X false true X true false X 825204 1099215 1301087 1406660 1615460 6247626 825204 1099215 1301087 1406660 1615460 6247626 212654 6034972 912741 1034964 987099 881882 -158334 3658352 8661 103935 112596 103935 329127 10235105 1806048 0.58960 0.49320 X PART II, LINE 10 OTHER INCOME 329,127 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79 100946 128810 3913636 true true 32736777 604663 -3905666 960792 196248 28278734 26616144 739092 6461468 945541 134386 32736777 26902986 997665 -237966 901353 145188 26616144 26501494 390821 1454945 880911 563363 26902986 25196690 452835 1765133 687297 225867 26501494 0.86630 0.13370 false false 191071 47231 143840 148634 86799 61835 205675 FUNDS HELD FOR OTHERS 5343338 AMOUNTS HELD IN CHARITABLE TRUST 216998 LIABILITY UNDER UNITRUST AGREEMENT 15145 5575481 X -2209108 -10209711 35242 -10174469 7965361 133037 -638085 -505048 7460313 3418407 3418407 133037 258004 391041 3809448 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED ENDOWMENT FUNDS FOR WHICH THE ORGANIZATION HAS BEEN GRANTED VARIANCE POWER. THE DONOR- RESTRICTED FUNDS HAVE BEEN OPENED BY INDIVIDUALS OR ORGANIZATIONS IN MARSHALL COUNTY TO PROVIDE SELF-SUPPORT, SCHOLARSHIPS, AND INCOME TO OTHER NOT-FOR-PROFIT ORGANIZATIONS. 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 2018, 2019, AND 2020 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 2D CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 35,242 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -638,085 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 258,004 true ARGOS DOLLARS FOR SCHOLARS 15955 GUMWOOD ROAD ARGOS IN 46501 411687534 501C3 27825 OPERATIONS BEACON HEALTH FOUNDATION 615 N MICHIGAN ST SOUTH BEND IN 46601 351536129 501C3 8786 ANNUAL SUPPORT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE ROAD BIB BANK LOCKBOX 950291 LOUISVILLE KY 40207 261964620 501C3 6600 OPERATIONS BREMEN DOLLARS FOR SCHOLARS PO BOX 144 BREMAN IN 465060144 465030508 501C3 38302 OPERATIONS BREMEN COMMUNITY CARES 127 W MILL ST BREMEN IN 46506 811535850 501C3 20000 CHAIR LIFT BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 6711 OPERATIONS BREMEN LITTLE LEAGUE BASEBALL INC PO BOX 344 BREMEN IN 46506 351646742 501C3 6000 FIELD RENOVATIONS BREMEN PUBLIC SCHOOLS 512 W GRANT STREET BREMEN IN 46506 356005242 GOV 30000 SAFETY/ADA CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 6745 OPERATIONS CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 44531 PARKS OPERATIONS CULTIVATE FOOD RESCUE 1403 PRAIRIE AVE SOUTH BEND IN 46613 813306113 501C3 5733 OPERATIONS CULVER PARK & RECREATION DEPT 819 E LAKE SHORE DR PO BOX 189 CULVER IN 465111160 356000998 501C3 10000 FITNESS DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 11158 OPERATIONS FIRST UNITED CHURCH OF CHRIST BREMAN 323 S CENTER ST PO BOX 222 BREMAN IN 46506 356007177 501C3 5168 OPERATIONS FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 11933 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 6870 OPERATIONS HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5816 OPERATIONS LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 14003 OPERATIONS MARSHALL COUNTY CROSSROADS REGIONAL PLANNING TEAM INC 2680 MILLE SUITE 120 PLYMOUTH IN 46563 844877211 501C3 25000 BLUE ZONES MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 57274 OPERATIONS MARSHALL COUNTY PARKS & RECREATION DEPARTMENT PO BOX 236 PLYMOUTH IN 46563 GOV 17297 NATURE FEATURE PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 GOV 7131 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 15308 OPERATIONS/EQUIP SERVANTS AT WORK INC 8427 ZIONSVILLE ROAD INDIANAPOLIS IN 46268 453825509 501C3 6200 WHEELCHAIR RAMPS ST MICHAEL CATHOLIC CHURCH 612 N WALNUT ST PLYMOUTH IN 465631548 350925290 5007 OPERATIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 109259 OPERATIONS THE REES THEATRE PROJECT 12638 EMERALD CT PLYMOUTH IN 46563 823021665 501C3 40000 LED DISPLAY SCREEN UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 27303 OPERATIONS WYTHOUGAN VALLEY PRESERVATION COUNCIL INC 12954 6TH ROAD PLYMOUTH IN 46563 351955239 501C3 8756 HISTORIC MARKER 28 1 SCHOLARSHIPS 179 312326 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT MONEY IS USED FOR PURPOSES DEFINDED IN EACH INDIVIDUAL FUND AGREEMENT. THE SYSTEMS AND COMMUNICATIONS SPECIALIST AND THE EXECUTIVE DIRECTOR REVIEW REQUESTS FOR GRANTS WHEN SUBMITTED. X 4 252490 AVG HIGH/LOW DATE OF GIFT X 1 1273 FAIR VALUE false false false FORM 990 - ORGANIZATION'S MISSION THE MARSHALL COUNTY 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 MARSHALL COUNTY, INDIANA. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT AND STEWARDSHIP COMMITTEE WILL REVIEW FORM 990 BEFORE IT IS FILED AND, ONCE APPROVED, WILL MAKE A RECOMMENDATION FOR APPROVAL TO THE 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 MARSHALL COUNTY COMMUNITY 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 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 35,242 AGENCY FUND REVENUE 638,085 AGENCY FUND EXPENSES 258,004 TOTAL 931,331