2019-01-21T07:00:58-06:00 2018-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2017-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2701 N MICHIGAN ST PLYMOUTH IN 46563 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2018-01-08 true PATRICK W BURKEY P00444925 7652847554 2019-01-08 70.89.193.68 2019-01-21 07:00:58 CS P F15C29664C85EFE791577C97B74553D445B5339A 20C28116CC0EF090675891422DC54104E998D85A 2017 2019-02-21 02:37:17Z KEVIN BOYER 2701 N MICHIGAN ST PLYMOUTH IN 46563 7293999 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 8 35 0 543199 825204 305912 331206 888469 1597699 0 1737580 2754109 1134526 1099158 0 207312 215874 0 76662 593192 594398 1935030 1909430 -197450 844679 34105068 35801301 6231837 6109154 27873231 29692147 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 1124754 771338 232425 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 478022 327820 98781 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1602776 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 5 0 8 true false false false false false true true 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 PATTI KITCH VICE-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 KAREN SCHLOSSER DIRECTOR 0.50 X 0 0 0 JOHN SMALL JR DIRECTOR 0.50 X 0 0 0 DR JIM WHITE DIRECTOR 0.50 X 0 0 0 LINDA YODER EXECUTIVE DI 30.00 X 59430 0 1783 59430 1783 false false false 825204 35221 825204 ADMINISTRATIVE FEE INCOME 561000 331206 331206 331206 912741 912741 5224848 4539890 684958 684958 684958 2754109 331206 1597699 771338 771338 327820 327820 61213 20404 30607 10202 133980 44660 66990 22330 5371 1790 2686 895 15310 5103 7655 2552 331197 331197 35054 11684 17528 5842 161777 66660 71338 23779 19790 6597 9895 3298 7000 2333 3500 1167 9167 3056 4584 1527 1021 340 511 170 5581 1860 2791 930 SPECIAL EVENTS 8240 2746 4120 1374 DONOR DEVELOPMENT 5072 1690 2536 846 MISCELLANEOUS 5027 1675 2514 838 DUES & MEMBERSHIPS 4327 1442 2164 721 1145 381 573 191 1909430 1602776 229992 76662 382613 1086324 3000 25000 7607 7576 27206 21008 5478 6198 33207504 34119191 443212 440418 55654 116594 34105068 35801301 28154 25463 423889 214047 5779794 5869644 6231837 6109154 X 27401467 29210409 471764 481738 27873231 29692147 34105068 35801301 844679 1044334 7225 -77322 X false true X true false X 553935 2034158 1105346 543199 825204 5061842 553935 2034158 1105346 543199 825204 5061842 1032513 4029329 624147 1235930 779990 791302 912741 4344110 242 242 9406194 331206 0.42840 0.43670 X PART II, LINE 10 MISCELLANEOUS 242 71 182314 128948 3948191 true true 23230722 452835 1765133 687297 225867 24535526 22983022 387347 942289 873561 208375 23230722 23541927 286827 179044 166351 153791 23687656 23056081 1042201 126631 524462 158524 23541927 21755462 182483 1827879 606258 35 103450 23056081 1.00000 false false 5425 2669 2756 21781 18339 3442 6198 FUNDS HELD FOR OTHERS 5662059 AMOUNTS HELD IN CHARITABLE TRUST 186301 LIABILITY UNDER UNITRUST AGREEMENT 21284 5869644 X 3434832 1044334 7225 1051559 2383273 370836 370836 2754109 1615916 1615916 293514 293514 1909430 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 2014, 2015, AND 2016 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 4B AGENCY FUND REVENUE 370,836 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 293,514 true ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 29778 OPERATIONS ANTIQUARIAN & HISTORICAL SOCIETY PO BOX 125 CULVER IN 465110125 352030693 501C3 8649 OPERATING BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 7355 OPERATIONS BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 6420 OPERATIONS CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 47049 OPERATIONS COMMUNITY HOSPITAL OF BREMEN PO BOX 8 BREMEN IN 46506 350835006 501C3 7447 OPERATIONS ENCORE PERFORMING ARTS 1305 W HARRISON ST PLYMOUTH IN 46563 912104752 501C3 9700 OPERATIONS FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 8751 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5626 OPERATIONS HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5635 OPERATIONS LAKE MAXINKUCKEE ENVIROMENTAL FUND INC PO BOX 187 CULVER IN 465111557 311071826 501C3 6408 EQUIPMENT LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 7705 OPERATIONS MARSHALL COUNTY COUNCIL ON AGING 1305 W HARRISON ST PLYMOUTH IN 465631319 351522711 501C3 17281 VEHICLES MARSHALL COUNTY ECONOMIC DEVELOPMENT CORP 2864 MILLER DR PLYMOUTH IN 465638094 260873218 501C3 10000 PLAN DEVELOPMENT MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 50452 OPERATIONS PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 501C3 6535 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 12084 OPERATIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 76830 OPERATIONS UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 53105 FLOOD RELIEF REAL SERVICES 1151 S MICHIGAN ST PO BOX 1835 SOUTH BEND IN 466013427 351157606 501C3 5500 SENIOR NUTRITION TRITON SCHOOL CORPORATION 300 TRITON DRIVE BOURBON IN 46504 GOV 11000 BAND EQUIPMENT WILD ROSE MOON 115 N MICHIGAN PLYMOUTH IN 46563 812786648 501C3 14600 EQUIPMENT BOURBON VOLUNTEER FIRE DEPARTMENT 104 E PARK ST BOURBON IN 46504 351762656 GOV 6500 NEW EQUIPMENT BREMEN PUBLIC SCHOOLS 512 W GRANT STREET BREMEN IN 46506 356005242 GOV 10000 OPERATIONS DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 31000 REPAIRS KIWANIS CLUB OF CULVER 845 EAST SHORE DRIVE CULVER IN 46511 352003399 501C3 8992 OPERATIONS MARSHALL COUNTY BLUEBERRY FESTIVAL PO BOX 639 PLYMOUTH IN 46563 311007395 501C3 13305 PICNIC TABLES MARSHALL COUNTY HUMANE SOCIETY PO BOX 22 PLYMOUTH IN 46563 351549385 501C3 9803 OPERATIONS MARSHALL COUNTY NEIGHBORHOOD CENTER 402 GARRO STREET PLYMOUTH IN 46563 351539175 501C3 14949 ROOF/OPERATIONS PLYMOUTH KILWINNING LODGE 149 109 WATER STREET PO BOX 173 PLYMOUTH IN 46563 262069236 501C8 30949 OPERATIONS PLYMOUTH POLICE DEPARTMENT 215 W WASHINGTON ST PLYMOUTH IN 46563 356001166 501C3 15500 K9 EQUIPMENT TOWN OF CULVER 200 E WASHINGTON ST CULVER IN 46511 GOV 20000 STELLAR GRANT WYTHOUGAN VALLEY PRESERVATION COUNCIL INC 12954 6TH ROAD PLYMOUTH IN 46563 351955239 501C3 25000 BUILDING REPAIRS 32 1 SCHOLARSHIPS 46 327820 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT MONEY IS USED FOR PURPOSES DEFINDED IN EACH INDIVIDUAL FUND AGREEMENT. THE VICE-PRESIDENT OF OPERATIONS AND THE EXECUTIVE DIRECTOR REVIEW REQUESTS FOR GRANTS WHEN SUBMITTED. X 5 35221 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 AGENCY FUND REVENUE -370,836 AGENCY FUND EXPENSES 293,514 TOTAL -77,322