2020-05-11T08:06:56-05:00 2019-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2018-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2020-05-08 true PATRICK W BURKEY P00444925 7652847554 2020-05-11 70.89.193.68 2020-05-11 08:06:56 CD P F15C29664C85EFE791577C97B74553D445B5339A 410C892FDC9A5F17C2910677B7DF08C1650BD512 2018 2020-09-23 17:36:50Z KEVIN BOYER 2701 N MICHIGAN ST PLYMOUTH IN 46563 10438807 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. 13 13 7 35 0 825204 1099215 331206 337019 1597699 1351264 9511 2754109 2797009 1099158 1075218 0 215874 224979 0 80705 594398 596241 1909430 1896438 844679 900571 35801301 37782023 6109154 6952674 29692147 30829349 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 1137047 776915 243518 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 436579 298303 93501 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1573626 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 7 true false false false false false true true false false false false false false false false false X 13 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 BRIAN BAKER 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 DR DON BALKA 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 JOHN SMALL JR DIRECTOR 0.50 X 0 0 0 KAREN SCHLOSSER DIRECTOR 0.50 X 0 0 0 BETH STYERS DIRECTOR 0.50 X 0 0 0 DR JIM WHITE DIRECTOR 0.50 X 0 0 0 LINDA YODER EXECUTIVE DI 30.00 X 60100 0 6623 60100 6623 false false false 1099215 108006 1099215 ADMINISTRATIVE FEE INCOME 561000 337019 337019 337019 1034964 1034964 7958098 7641798 316300 316300 318754 -2454 RENT 8661 8661 850 850 9511 2797009 656623 1041171 776915 776915 298303 298303 91030 30343 45515 15172 107373 35791 53687 17895 12030 4010 6015 2005 14546 4849 7273 2424 337017 337017 33910 11303 16955 5652 153521 51168 76761 25592 25802 8601 12902 4299 3393 1130 1697 566 7189 2396 3595 1198 129 43 65 21 3165 1054 1583 528 6160 2053 3080 1027 SPECIAL EVENTS 9819 3272 4910 1637 DONOR DEVELOPMENT 7128 2376 3564 1188 MISCELLANEOUS 4811 1603 2406 802 DUES & MEMBERSHIPS 3355 1118 1678 559 842 281 421 140 1896438 1573626 242107 80705 1086324 1191432 25000 25000 9759 7576 24385 293607 21202 6198 272405 34119191 35226475 440418 426313 116594 606254 35801301 37782023 25463 160578 214047 160173 528871 5869644 6103052 6109154 6952674 X 29210409 1467506 481738 29361843 29692147 30829349 35801301 37782023 X 900571 406102 -169471 X false true X true false X 2034158 1105346 543199 825204 1099215 5607122 2034158 1105346 543199 825204 1099215 5607122 1038671 4568451 1235930 779990 791302 912741 1034964 4754927 8661 8661 10370710 669075 0.44050 0.42840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75 85263 144449 3519391 true true 24535526 390821 1454945 880911 563363 24937018 23230722 452835 1765133 687297 225867 24535526 22983022 387347 942289 873561 208375 23230722 23541927 286827 179044 166351 153791 23687656 23056081 1042201 126631 524462 158524 23541927 0.81000 0.19000 false false 180959 1381 179578 112648 19821 92827 272405 FUNDS HELD FOR OTHERS 5818652 AMOUNTS HELD IN CHARITABLE TRUST 194039 CAPITAL LEASE 41180 CHARITABLE GIFT ANNUITY 29105 LIABILITY UNDER UNITRUST AGREEMENT 20076 6103052 X 2714610 406102 21118 -12878 414342 2300268 153521 343220 496741 2797009 1577408 21118 21118 1556290 153521 186627 340148 1896438 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 2015, 2016, AND 2017 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 -12,878 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 343,220 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 186,627 true AMERICAN LEGION POST 27 PO BOX 279 PLYMOUTH IN 46563 350814185 501C19 7000 GENERAL SUPPORT ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 33967 OPERATIONS ARGOS YOUTH LEAGUE 410 ALBERT ST ARGOS IN 46501 753226727 501C3 6350 EQUIPMENT BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 11433 OPERATIONS BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 6535 OPERATIONS BREMEN VFW 1750 W PLYMOUTH ST BREMEN IN 46506 350967503 501C3 10000 REDUCTION OF MORTGAG CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 12191 OPERATIONS COMMUNITY HOSPITAL OF BREMEN PO BOX 8 BREMEN IN 46506 350835006 501C3 7481 OPERATIONS CROSSING EDUCATIONAL CENTER 2930 S NAPPANEE ST ELKHART IN 46514 260588186 501C3 15000 ALTERNATIVE SCHOOL CULVER BOYS & GIRLS CLUB PO BOX 44 CULVER IN 465110044 352130065 501C3 9088 GARDEN PROJECT CULVER CULINARY 701 N NILES AVE SOUTH BEND IN 46617 813306113 501C3 7500 DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 8050 OPERATIONS FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 9515 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5719 OPERATIONS GARDEN COURT INC 400 W WASHINGTON ST PLYMOUTH IN 46563 351265691 501C3 25000 OPERATIONS HABITAT FOR HUMANITY OF MARSHALL CO PO BOX 524 116 S WALNUT ST PLYMOUTH IN 46563 352029215 501C3 20000 CONSTRUCTION OF HOME HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5650 OPERATIONS INTREPID PHOENIX 211 OUTLOOK COVE DRIVE LA PORTE IN 46350 821675483 501C3 14500 OPERATIONS KOSCIUSKO COUNTY SHELTER FOR ABUSE 603 N PARKER ST WARSAW IN 46580 351656375 501C3 6500 NEW VEHICLE LAKE MAXINKUCKEE ENVIROMENTAL FUND INC PO BOX 187 CULVER IN 465111557 311071826 501C3 6750 OPERATIONS LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 13496 OPERATIONS MARSHALL COUNTY 4-H FAIR ASSOC 112 W JEFFERSON RM 304 PLYMOUTH IN 46563 356041981 501C3 10620 TABLES MARSHALL COUNTY COUNCIL ON AGING 1305 W HARRISON ST PLYMOUTH IN 465631319 351522711 501C3 8400 VEHICLES MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 46301 OPERATIONS MARSHALL COUNTY NEIGHBORHOOD CENTER 402 GARRO STREET PLYMOUTH IN 46563 351539175 501C3 10580 OPERATIONS/WEBSITE PLYMOUTH COMMUNITY SCHOOLS 611 BERKLEY ST PLYMOUTH IN 465631873 351101903 GOV 5060 PROGRAMS PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 501C3 6702 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 10554 OPERATIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 85811 OPERATIONS TIPPECANOE IMPROVEMENT ASSOC 18541 STATE RD 331 TIPPECANOE IN 46570 GOV 15000 PLAYGROUND EQUIP 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 32524 FLOOD RELIEF WILD ROSE MOON 115 N MICHIGAN PLYMOUTH IN 46563 812786648 501C3 17237 EQUIPMENT WOMEN'S CARE CENTER 224 N MICHIGAN ST PLYMOUTH IN 46563 351609945 501C3 6000 CLASS MATERIAL 33 1 SCHOLARSHIPS 50 298303 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. X 2 108006 AVG HIGH/LOW DATE OF GIFT 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 -12,878 AGENCY FUND REVENUE -343,220 AGENCY FUND EXPENSES 186,627 TOTAL -169,471