2021-01-27T11:50:43-06:00 2020-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2019-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2021-01-14 true THOMAS A ROBERTS P00997867 7652847554 2021-01-14 2019 2022-09-23 18:48:47Z KEVIN BOYER 2701 N MICHIGAN ST PLYMOUTH IN 46563 11803952 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. 14 13 8 35 0 1099215 1301087 337019 310810 1351264 1240336 9511 106435 2797009 2958668 1075218 1425568 0 224979 264470 0 102250 596241 659847 1896438 2349885 900571 608783 37782023 36890042 6952674 6557017 30829349 30333025 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 1487224 1092364 238163 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 453648 333204 72647 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1940872 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 false false false false false false false false false true 9 0 8 true false false false false false true true false false false false false false false false false X 14 13 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 2701 N MICHIGAN ST PLYMOUTH IN 46563 KEVIN BOYER 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 DR DON BALKA 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 SCOTT JOYNER DIRECTOR 0.50 X 0 0 0 KAREN SCHLOSSER DIRECTOR 0.50 X 0 0 0 DR JIM WHITE DIRECTOR 0.50 X 0 0 0 LINDA YODER EXECUTIVE DI 30.00 X 57635 0 2811 57635 2811 false false false 1301087 1301087 ADMINISTRATIVE FEE INCOME 561000 310810 310810 310810 987099 987099 9098521 8845284 253237 253237 253237 RENT 103935 103935 MISCELLANEOUS 2500 2500 106435 2958668 566547 1091034 1092364 1092364 333204 333204 87719 29239 43860 14620 140300 46767 70150 23383 20339 6780 10170 3389 16112 5371 8056 2685 310805 310805 49716 16572 24858 8286 130716 43567 65359 21790 33594 11198 16798 5598 48942 16314 24471 8157 5401 1800 2701 900 1150 383 575 192 36031 12010 18016 6005 9899 3300 4950 1649 SPECIAL EVENTS 19545 6515 9773 3257 DONOR DEVELOPMENT 6375 2125 3188 1062 MISCELLANEOUS 4737 1579 2369 789 DUES & MEMBERSHIPS 2873 958 1437 478 63 21 32 10 2349885 1940872 306763 102250 1191432 1879625 25000 50000 9759 27111 24385 49181 318838 51815 272405 267023 35226475 33615572 426313 403336 606254 598194 37782023 36890042 160578 82182 160173 305778 528871 368741 6103052 5800316 6952674 6557017 X 1467506 1495388 29361843 28837637 30829349 30333025 37782023 36890042 X 608783 -1442138 337031 X false true X true false X 1105346 543199 825204 1099215 1301087 4874051 1105346 543199 825204 1099215 1301087 4874051 306881 4567170 779990 791302 912741 1034964 987099 4506096 8661 103935 112596 9492743 982385 0.48110 0.44050 X PART II, LINE 10 OTHER INCOME 112,596 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80 66834 180193 3762404 true true 26902986 997665 -237966 901353 145188 26616144 26501494 390821 1454945 880911 563363 26902986 25196690 452835 1765133 687297 225867 26501494 24948990 387347 942289 873561 208375 25196690 25507895 286827 179044 166351 153791 24948990 0.87000 0.13000 false false 185571 35647 149924 133267 16168 117099 267023 FUNDS HELD FOR OTHERS 5510673 AMOUNTS HELD IN CHARITABLE TRUST 194039 LONG TERM DEBT 55475 CAPITAL LEASE 20913 LIABILITY UNDER UNITRUST AGREEMENT 19216 5800316 X 1489621 -1442138 1236 29052 -1411850 2901471 130716 -73519 57197 2958668 1985945 1236 1236 1984709 130716 234460 365176 2349885 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 2016, 2017, AND 2018 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 29,052 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -73,519 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 234,460 true ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 34100 OPERATIONS BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 6235 OPERATIONS BREMAN DOLLARS FOR SCHOLARS PO BOX 144 BREMAN IN 465060144 465030508 501C3 31443 OPERATIONS BREMEN COMMUNITY CARES 127 W MILL ST BREMEN IN 46506 811535850 501C3 18000 COMMUN CTR BATHROOM BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 12539 OPERATIONS BREMEN VFW 1750 W PLYMOUTH ST BREMEN IN 46506 350967503 501C3 10000 COVID RELIEF CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 61939 PARKS OPERATIONS COMMUNITY FOUNDATION OF MIDDLE TN 3833 CLEGHORN AVE STE 400 NASHVILLE TN 37215 621471789 501C3 5290 TORNADO RELIEF CROSSING EDUCATIONAL CENTER 2930 S NAPPANEE ST ELKHART IN 46514 260588186 501C3 7500 OPS/ RESTROOM REPAIR DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 18823 OPERATIONS DISCOVER PLYMOUTH 119 W GARRO ST PLYMOUTH IN 46563 813759378 501C3 25000 PEDESTRIAN PLAN DUSTIN'S PLACE 2979 OAK BLVD BREMEN IN 46506 833820976 501C3 11050 OPERATIONS/EQUIPMENT FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 9597 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5736 OPERATIONS GARDEN COURT INC 400 W WASHINGTON ST PLYMOUTH IN 46563 351265691 501C3 25000 OPERATIONS/ HOUSING HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5639 OPERATIONS LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 13539 OPERATIONS MARSHALL COUNTY COUNCIL ON AGING 1305 W HARRISON ST PLYMOUTH IN 465631319 351522711 501C3 17767 VEHICLES MARSHALL COUNTY ECONOMIC DEVELOPMENT CORP 2864 MILLER DR PLYMOUTH IN 465638094 260873218 501C3 127300 PLAN DEV/ NEW POOL MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 46353 OPERATIONS MARSHALL COUNTY NEIGHBORHOOD CENTER 402 GARRO STREET PLYMOUTH IN 46563 351539175 501C3 19233 OPERATIONS/ SECURITY MICHIANA BENEVOLENT SOCIETY INC 515 S WHITLOCK ST BREMEN IN 46506 356018462 501C3 5973 ANNUAL DIST/ TRAIL PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 501C3 6793 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 17799 OPERATIONS/EQUIP THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 72526 OPERATIONS 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 94416 COVID/ FUND ESSENTIA WALKERTON PUBLIC SAFETY DISPATCH CENTER 300 ILLINOIS ST WALKERTON IN 46574 GOV 10000 UPGRADE RADIO EQUIP 28 SCHOLARSHIPS 250 333204 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT MONEY IS USED FOR PURPOSES DEFINDED IN EACH INDIVIDUAL FUND AGREEMENT. THE PROGRAM OFFICER/EXECUTIVE ASSISTANT AND THE EXECUTIVE DIRECTOR REVIEW REQUESTS FOR GRANTS WHEN SUBMITTED. 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 29,052 AGENCY FUND REVENUE 73,519 AGENCY FUND EXPENSES 234,460 TOTAL 337,031