2022-04-28T14:52:32-05:00 2021-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2020-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2022-04-05 true LINDA YODER 999009999 THOMAS A ROBERTS P00997867 7652847554 2022-04-07 2020 2022-09-23 18:48:47Z KEVIN BOYER 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 11136496 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 1301087 1406660 310810 311443 1240336 2503299 106435 112596 2958668 4333998 1425568 1105804 0 264470 248113 0 103625 659847 685092 2349885 2039009 608783 2294989 36890042 44618657 6557017 6997234 30333025 37621423 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 892555 607567 171118 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 731943 498237 140325 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1624498 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 9 0 9 true false false false false false true true 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 KEVIN BOYER CHAIR 1.00 X X 0 0 0 DR JIM WHITE VICE-CHAIR 1.00 X X 0 0 0 MARK FELDMAN SECRETARY/TR 1.00 X X 0 0 0 ADAM LUKENBILL DIRECTOR 0.50 X 0 0 0 JOAN HUNT DIRECTOR 0.50 X 0 0 0 JOHN SMALL JR DIRECTOR 0.50 X 0 0 0 BETH STYERS DIRECTOR 0.50 X 0 0 0 KEVIN BERGER DIRECTOR 0.50 X 0 0 0 JENNIFER HURFORD DIRECTOR 0.50 X 0 0 0 JACK JORDAN DIRECTOR 0.50 X 0 0 0 KAREN SCHLOSSER DIRECTOR 0.50 X 0 0 0 LINDA YODER EXECUTIVE DI 30.00 X 96177 0 0 96177 false false false 1406660 42464 1406660 ADMINISTRATIVE FEE INCOME 561000 311443 311443 311443 881882 881882 8423915 6802498 1621417 1621417 1621417 RENT 112596 112596 112596 4333998 311443 2615895 607567 607567 498237 498237 63241 21080 31621 10540 147955 49319 73977 24659 21159 7053 10580 3526 15758 5253 7879 2626 311442 311442 23271 7757 11636 3878 129515 43167 64758 21590 31200 10400 15600 5200 27804 9269 13903 4632 94904 31635 47452 15817 4889 1630 2445 814 377 126 189 62 37344 12448 18672 6224 14752 4917 7376 2459 DONOR DEVELOPMENT 4126 1375 2063 688 DUES & MEMBERSHIPS 3836 1279 1918 639 IN-KIND 1255 418 628 209 REPAIRS & MAINTENANCE 336 112 168 56 41 14 21 6 2039009 1624498 310886 103625 1879625 2371141 50000 25000 27111 2691 49181 55830 327705 89159 267023 238546 33615572 40851657 403336 475599 598194 598193 36890042 44618657 82182 20765 305778 167634 368741 242963 5800316 6565872 6557017 6997234 X 1495388 1814451 28837637 35806972 30333025 37621423 36890042 44618657 X 2294989 5790238 -796829 X false true X true false X 543199 825204 1099215 1301087 1406660 5175365 543199 825204 1099215 1301087 1406660 5175365 239580 4935785 791302 912741 1034964 987099 881882 4607988 8661 103935 112596 225192 10008545 1293828 0.49320 0.48110 X PART II, LINE 10 OTHER INCOME 225,192 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78 58044 106676 4581873 true true 26616144 739092 6461468 945541 134386 32736777 26902986 997665 -237966 901353 145188 26616144 26501494 390821 1454945 880911 563363 26902986 25196690 452835 1765133 687297 225867 26501494 24948990 387347 942289 873561 208375 25196690 0.73680 0.26320 false false 191071 31419 159652 136634 57740 78894 238546 FUNDS HELD FOR OTHERS 6239427 AMOUNTS HELD IN CHARITABLE TRUST 251642 LONG TERM DEBT 54180 LIABILITY UNDER UNITRUST AGREEMENT 20623 6565872 X 8966787 5790238 -68075 5722163 3244624 129515 959859 1089374 4333998 1678389 1678389 129515 231105 360620 2039009 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 2017, 2018, AND 2019 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 -68,075 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 959,859 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 231,105 true ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 55569 OPERATIONS/NURSING BEACON HEALTH FOUNDATION 615 N MICHIGAN ST SOUTH BEND IN 46601 351536129 501C3 7363 ANNUAL SUPPORT BIG BROTHERS BIG SISTERS SOUTHERN LAKE MICHIGAN REGION 128 W WASHINGTON ST STE 710 SOUTH BEND IN 46601 351172510 501C3 15000 SCHOOL MENTOR PROG BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 9935 PROGRAMS BREMAN DOLLARS FOR SCHOLARS PO BOX 144 BREMAN IN 465060144 465030508 501C3 38205 OPERATIONS BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 5835 OPERATIONS CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 12997 OPERATIONS CORVILLA INC 3620 DEAHL CT SOUTH BEND IN 46628 356062577 501C3 5760 PURCHASE APPLIANCES CULTIVATE CULINARY 1403 PRAIRIE AVE SOUTH BEND IN 46613 813306113 501C3 10500 CHILDREN MEALS DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 6250 OPERATIONS DISCOVER PLYMOUTH 119 W GARRO ST PLYMOUTH IN 46563 813759378 501C3 6250 PEDESTRIAN PLAN DUSTIN'S PLACE 2979 OAK BLVD BREMEN IN 46506 833820976 501C3 14750 OPERATIONS/EQUIPMENT FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 8805 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5768 OPERATIONS HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5702 OPERATIONS INTREPID PHOENIX 211 OUTLOOK COVE DRIVE LA PORTE IN 46350 821675483 501C3 8000 FITNESS PROGRAM IVY TECH COMMUNITY COLLEGE 50 W FALL CREEK PKWY N DRIVE INDIANAPOLIS IN 46208 351180631 501C3 12000 TRAINING EQUIPMENT LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 13663 OPERATIONS MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 46969 OPERATIONS MARSHALL COUNTY NEIGHBORHOOD CENTER 402 GARRO STREET PLYMOUTH IN 46563 351539175 501C3 15000 OPERATIONS MAXINKUCKEE YACHT CLUB PO BOX 53 CULVER IN 46511 351760255 501C3 5977 SAILBOAT & EQUIPMENT PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 501C3 6906 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 10116 OPERATIONS/EQUIP THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 94590 OPERATIONS TIPPECANOE IMPROVEMENT ASSOC 18541 STATE RD 331 TIPPECANOE IN 46570 GOV 22500 PARK DEVELOPMENT TOWN OF CULVER 200 E WASHINGTON ST CULVER IN 46511 GOV 20000 STELLAR GRANT UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 17500 OPERATIONS/BLUE ZONE 27 SCHOLARSHIPS 288 498237 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 1 41209 AVE HIGH/LOW DATE OF GIFT X 1 1255 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 -68,075 AGENCY FUND REVENUE -959,859 AGENCY FUND EXPENSES 231,105 TOTAL -796,829