2017-02-15T08:00:22-05:00 2016-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2015-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2701 N MICHIGAN ST PLYMOUTH IN 46563 PATTI KITCH CHAIR 5749355159 2017-02-13 true PATRICK W BURKEY P00444925 7652847554 2017-02-14 2015 2021-01-29 14:40:06Z PATTI KITCH 2701 N MICHIGAN ST PLYMOUTH IN 46563 5851213 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. 24 24 10 35 0 1946809 1105346 233231 235245 1543878 867426 0 3723918 2208017 1101799 949633 0 185261 170641 0 67192 469501 484598 1756561 1604872 1967357 603145 31610002 31842723 4538659 5929762 27071343 25912961 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 1070212 760973 188419 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 265970 188660 46826 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1336182 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 6 0 10 true false false false false false false false false false false false false false X 24 24 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 PATTI KITCH CHAIR 1.00 X X 0 0 0 KEVIN BOYER VICE-CHAIR 1.00 X X 0 0 0 CAROLYN KLINE SECRETARY 1.00 X X 0 0 0 JARED WEIDNER TREASURER 1.00 X X 0 0 0 RICHARD PARKER ASSISTANT TR 1.00 X X 0 0 0 DEREK JONES DIRECTOR 0.50 X 0 0 0 BRIAN BAKER 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 LOUISE MASON DIRECTOR 0.50 X 0 0 0 DR DON BALKA DIRECTOR 0.50 X 0 0 0 DAVID BAILEY 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 SCOTT JOYNER DIRECTOR 0.50 X 0 0 0 RUSS MIKEL DIRECTOR 0.50 X 0 0 0 DON NEWTON 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 BARBARA WINTERS DIRECTOR 0.50 X 0 0 0 LINDA YODER EXECUTIVE DI 30.00 X 55614 0 1668 55614 1668 false false false 1105346 362025 1105346 ADMINISTRATIVE FEE INCOME 561000 235245 235245 235245 779990 779990 3730632 3643196 87436 87436 9846 77590 2208017 245091 857580 760973 760973 188660 188660 55613 18353 27807 9453 98847 33134 49424 16289 3799 1266 1900 633 12382 4127 6191 2064 235241 235241 1089 359 545 185 44608 14873 22304 7431 139749 57924 61369 20456 28894 9629 14448 4817 7200 2376 3600 1224 5126 1709 2563 854 1148 383 574 191 5627 1876 2814 937 MISCELLANEOUS 7291 2430 3646 1215 DONOR DEVELOPMENT 2586 862 1293 431 SPECIAL EVENTS 2507 836 1254 417 IN-KIND LEADERSHIP CLASS 1720 567 860 293 1812 604 906 302 1604872 1336182 201498 67192 622403 309556 10503 5390 6034 26431 19932 4353 6499 30423060 31023485 479306 427330 64987 69819 31610002 31842723 11809 29330 193625 360704 131923 4201302 5539728 4538659 5929762 X 26553959 25436131 517384 476830 27071343 25912961 31610002 31842723 X 603145 -420455 7200 -1004044 -344228 X false true X true false X 1364178 725507 553935 2034158 1105346 5783124 1364178 725507 553935 2034158 1105346 5783124 1004126 4778998 476894 572265 624147 1235930 779990 3689226 2801 4115 242 7158 9479508 235245 0.50410 0.55180 X PART II, LINE 10 MISCELLANEOUS 7,158 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 44453 68396 3025095 true true 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 20108194 368681 -116395 641402 6470 56892 19655716 1.00000 false false 5425 1946 3479 21006 17986 3020 6499 FUNDS HELD FOR OTHERS 5364508 AMOUNTS HELD IN CHARITABLE TRUST 152317 LIABILITY UNDER UNITRUST AGREEMENT 22903 5539728 X 1147221 -420455 7200 -413255 1560476 647541 647541 2208017 2305603 1004044 1004044 1301559 303313 303313 1604872 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 FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW 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 2012, 2013, AND 2014 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 647,541 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 303,313 true 2016 BREMEN BICENTENNIAL CELEBRATION COMMITTEE PO BOX 316 BREMEN IN 46506 311102066 501C3 5500 PLANT TREES ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 84577 OPERATIONS ARGOS DOLLARS FOR SCHOLARS 19757 IRONWOOD RD ARGOS IN 46501 411687534 501C3 15175 OPERATIONS BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JAFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 51982 CAPITAL CAMPAIGN BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 5933 OPERATIONS CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 5766 OPERATIONS CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 56782 VARIOUS PROJECTS COMMUNITY HOSPITAL OF BREMEN PO BOX 8 BREMEN IN 46506 350835006 501C3 7682 OPERATIONS CULVER BOYS & GIRLS CLUB PO BOX 44 CULVER IN 465110044 352130065 501C3 7332 OPERATIONS CULVER BUILDING TRADES CORP 701 E BERKLEY ST PLYMOUTH IN 46563 351761116 501C3 5738 OPERATIONS CULVER PARK & RECREATION DEPT 819 E LAKE SHORE DR PO BOX 189 CULVER IN 465111160 356000998 501C3 18750 PAVILION RENOVATION ENCORE PERFORMING ARTS 1305 W HARRISON ST PLYMOUTH IN 46563 912104752 501C3 9534 OPERATIONS FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 8180 OPERATIONS FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5174 OPERATIONS HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5494 OPERATIONS INDIANA DISABLED AMERICAN VETERANS CHAPTER 42 16909 13TH ROAD PLYMOUTH IN 46563 311128937 501C3 10000 OPERATIONS LAKE MAXINKUCKEE ENVIROMENTAL FUND INC PO BOX 187 CULVER IN 465111557 311071826 501C3 7135 OPERATIONS LAPAZ-NORTH TOWNSHIP VOLUNTEER FIRE DEPT PO BOX 369 LAPAZ IN 46537 356035918 501C3 11000 GENERATOR LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 12505 OPERATIONS MARSHALL COUNTY COUNCIL ON AGING 1305 W HARRISON ST PLYMOUTH IN 465631319 351522711 501C3 17919 VANS MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 36820 OPERATIONS MARSHALL COUNTY PROMISE 100 TRITON DR BOURBON IN 46504 237220922 25000 COLLEGE CHOICE 529 PLYMOUTH COMMUNITY SCHOOLS 611 BERKLEY ST PLYMOUTH IN 465631873 351101903 501C3 6655 PROGRAMS PLYMOUTH TENNIS CLUB FACILITY 10630 ROBIN LANE PLYMOUTH IN 46563 461260592 501C3 102122 NEW TENNIS COURTS POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 9919 OPERATIONS PURDUE FOUNDATION 625 HARRISON ST RM 1177A LYNN HALL WEST LAFAYETTE IN 479072026 351052049 501C3 5500 OPERATIONS RAY L PRICE FOUNDATION PO BOX 359 PLYMOUTH IN 465630359 351826870 501C3 6417 OPERATIONS ST JOSEPH REGIONAL MEDICAL CENTER PLYMOUTH CAMPUS 1915 LAKE AVE PLYMOUTH IN 46563 351142669 501C3 31441 OPERATIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 62254 OPERATIONS UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 6875 OPERATIONS WYTHOUGAN VALLEY PRESERVATION COUNCIL INC 12954 6TH ROAD PLYMOUTH IN 465639776 351955239 501C3 5228 OPERATIONS 30 1 SCHOLARSHIPS 121 188660 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 6 357541 AVG HIGH/LOW DATE OF GIFT X PRINTING & MISC 4 4484 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 WILL MAKE A RECOMMENDATION FOR APPROVAL (OR DISAPPROVAL) TO THE EXECUTIVE COMMITTEE FOR DISTRIBUTION TO THE FULL 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 -647,541 AGENCY FUND EXPENSES 303,313 TOTAL -344,228