2018-05-11T07:39:53-05:00 2017-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2016-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2701 N MICHIGAN ST PLYMOUTH IN 46563 KEVIN BOYER CHAIR 5749355159 2018-05-02 true PATRICK W BURKEY P00444925 7652847554 2018-05-02 2016 2022-09-23 18:48:47Z KEVIN BOYER 2701 N MICHIGAN ST PLYMOUTH IN 46563 9101367 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. 19 19 8 35 0 1105346 543199 235245 305912 867426 888469 0 2208017 1737580 949633 1134526 0 170641 207312 0 79436 484598 593192 1604872 1935030 603145 -197450 31842723 34105068 5929762 6231837 25912961 27873231 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 1176383 825229 229434 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 440895 309297 76478 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1617278 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 7 0 8 true false false false false false true true false false false false false false false X 19 19 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 BETH STYERS DIRECTOR 0.50 X 0 0 0 JOAN HUNT DIRECTOR 0.50 X 0 0 0 MIKE OVERMYER DIRECTOR 0.50 X 0 0 0 JACK JORDAN 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 CAROL BOWEN 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 RUSS MIKEL DIRECTOR 0.50 X 0 0 0 PAUL NYE DIRECTOR 0.50 X 0 0 0 TOM ROHR 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 56593 0 1698 56593 1698 false false false 543199 14539 543199 ADMINISTRATIVE FEE INCOME 561000 305912 305912 305912 791302 791302 7460954 7363787 97167 97167 97167 1737580 305912 888469 825229 825229 309297 309297 56593 18676 28297 9620 131879 44147 65939 21793 4217 1406 2109 702 14623 4874 7312 2437 305917 305917 951 316 476 159 39529 13176 19765 6588 148423 61453 65228 21742 32761 10921 16382 5458 7200 2400 3600 1200 10580 3527 5290 1763 1021 340 511 170 5958 1986 2979 993 SPECIAL EVENTS 16663 5553 8332 2778 DONOR DEVELOPMENT 12179 4059 6090 2030 MISCELLANEOUS 7113 2370 3557 1186 DUES & MEMBERSHIPS 3658 1219 1829 610 1239 412 620 207 1935030 1617278 238316 79436 309556 382613 3000 6034 7607 25466 19988 6499 5478 31023485 33207504 427330 443212 69819 55654 31842723 34105068 29330 28154 360704 423889 5539728 5779794 5929762 6231837 X 25436131 27401467 476830 471764 25912961 27873231 31842723 34105068 -197450 2370565 7384 -220229 X false true X true false X 725507 553935 2034158 1105346 543199 4962145 725507 553935 2034158 1105346 543199 4962145 1044874 3917271 572265 624147 1235930 779990 791302 4003634 4115 242 4357 8970136 305912 0.43670 0.50410 X PART II, LINE 10 MISCELLANEOUS 4,357 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67 89248 122931 3308605 true true 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 19655716 369492 2113618 323603 100 59661 21755462 1.00000 false false 5425 2308 3117 20041 17680 2361 5478 FUNDS HELD FOR OTHERS 5584737 AMOUNTS HELD IN CHARITABLE TRUST 172042 LIABILITY UNDER UNITRUST AGREEMENT 23015 5779794 X 3625532 2370565 7384 2377949 1247583 489997 489997 1737580 1665262 1665262 269768 269768 1935030 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 2013, 2014, AND 2015 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 489,997 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 269,768 true ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 114514 OPERATIONS ARGOS VOLUNTEER FIRE DEPARTMENT 101 S FIRST ST ARGOS IN 46501 351870443 501C3 6000 PURCHASE WASHER ARGOS DOLLARS FOR SCHOLARS 15955 GUMWOOD ROAD ARGOS IN 46501 411687534 501C3 16225 OPERATIONS BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JAFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 14288 CAPITAL CAMP/OPER BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 6218 OPERATIONS CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 45848 OPERATIONS COMMUNITY HOSPITAL OF BREMEN PO BOX 8 BREMEN IN 46506 350835006 501C3 7408 OPERATIONS CULVER BOYS & GIRLS CLUB PO BOX 44 CULVER IN 465110044 352130065 501C3 6135 IPADS/OPERATIONS CULVER PARK & RECREATION DEPT 819 E LAKE SHORE DR PO BOX 189 CULVER IN 465111160 356000998 501C3 35800 AMPHITEATRE/PLATFORM ENCORE PERFORMING ARTS 1305 W HARRISON ST PLYMOUTH IN 46563 912104752 501C3 7568 MIDWEST WORLDFEST FIRST UNITED CHURCH OF CHRIST BREMAN 323 S CENTER ST PO BOX 222 BREMAN IN 46506 356007177 501C3 12492 OPERATIONS FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 8532 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 6445 OPERATIONS HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5585 OPERATIONS LAKE MAXINKUCKEE ENVIROMENTAL FUND INC PO BOX 187 CULVER IN 465111557 311071826 501C3 14050 OPERATIONS LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 12928 OPERATIONS MARSHALL COUNTY COUNCIL ON AGING 1305 W HARRISON ST PLYMOUTH IN 465631319 351522711 501C3 12568 VANS MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 45360 OPERATIONS PLYMOUTH COMMUNITY SCHOOLS 611 BERKLEY ST PLYMOUTH IN 465631873 351101903 501C3 5714 PROGRAMS POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 15035 OPERATIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 96597 OPERATIONS UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 14208 OPERATIONS WYTHOUGAN VALLEY PRESERVATION COUNCIL INC 12954 6TH ROAD PLYMOUTH IN 465639776 351955239 501C3 21418 REPAIR REES THEATRE CARDINAL SERVICES INC 510 W ADAMS STREET SUITE 220 PLYMOUTH IN 465631680 356005615 501C3 5500 FENCE FOR BACKYARD HEREHEAR 704 S MICHIGAN ST PLYMOUTH IN 46563 812970253 501C3 5800 OPERATIONS JESSE PO BOX 418 PLYMOUTH IN 465630418 GOV 10000 TRAINING KAPPA KAPPA KAPPA INC BETA DELTA CHAPTER PO BOX 325 PLYMOUTH IN 465630325 356078816 501C3 5395 CLOSING FUND LAKE OF THE WOODS PROPERTY OWNERS ASSOC 3119 SEA LN BREMEN IN 465069389 510136299 501C3 10000 OPERATIONS PLYMOUTH PARK AND RECREATION DEPARTMENT 1660 N MICHIGAN ST PLYMOUTH IN 465631004 GOV 19599 FENCING/OPERATIONS PLYMOUTH VOLUNTEER FIRE DEPARTMENT 111 N CENTER ST PLYMOUTH IN 46563 472410487 501C3 12525 ATV TRITON JR SR HIGH SCHOOL 300 TRITON DRIVE BOURBON IN 46504 GOV 10000 BAND EQUIPMENT WILD ROSE MOON 115 N MICHIGAN PLYMOUTH IN 46563 812786648 501C3 13250 EQUIPMENT 32 SCHOLARSHIPS 46 309297 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. 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 -489,997 AGENCY FUND EXPENSES 269,768 TOTAL -220,229