MARSHALL COUNTY COMMUNITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL COUNTY COMMUNITY (EIN 35-1826870)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-30
- IRS object ID
- 202620309349301822
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-30T16:31:51-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351826870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL COUNTY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 5749355159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2680 MILLER DR SUITE 120 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465638186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5749355159 | PhoneNum |
| Signature | 2026-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2026-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JIM WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2680 MILLER DRIVE SUITE 120 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,120,447 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MARSHALLCOUNTYCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,056,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,667,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $443,738 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $456,761 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,449,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,906,620 | CYInvestmentIncomeAmt |
| PY Other Revenue | $95,274 | PYOtherRevenueAmt |
| CY Other Revenue | $112,596 | CYOtherRevenueAmt |
| PY Total Revenue | $7,045,406 | PYTotalRevenueAmt |
| CY Total Revenue | $6,143,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,458,372 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,477,332 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $277,866 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $230,867 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,825 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $869,766 | PYOtherExpensesAmt |
| CY Other Expenses | $1,193,825 | CYOtherExpensesAmt |
| PY Total Expenses | $2,606,004 | PYTotalExpensesAmt |
| CY Total Expenses | $2,902,024 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,439,402 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,241,303 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,530,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,035,558 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,973,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,125,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,556,580 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,909,938 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,556,221 | ExpenseAmt |
| Grant | $959,917 | GrantAmt |
| Revenue | $296,895 | RevenueAmt |
| Desc | GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $838,502 | ExpenseAmt |
| Grant | $517,415 | GrantAmt |
| Revenue | $159,866 | RevenueAmt |
| Desc | SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,394,723 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Phone | 5749355159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2680 MILLER DRIVE SUITE 120 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR JIM WHITE | ||||||
| PAST PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTIN OOSTERBAAN | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK FELDMAN | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN BERGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BOYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HURFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SMALL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH STYERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA YODER | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $105,486 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,486 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,667,350 | AllOtherContributionsAmt |
| Noncash Contributions | $53,414 | NoncashContributionsAmt |
| Total Contributions | $1,667,350 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $456,761 | TotalRevenueColumnAmt |
| Exclusion | $456,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $456,761 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,652,077 | TotalRevenueColumnAmt |
| Exclusion | $1,652,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,231,663 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,977,120 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,254,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,254,543 | TotalRevenueColumnAmt |
| Exclusion | $2,254,543 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
| Total Revenue Column | $112,596 | TotalRevenueColumnAmt |
| Exclusion | $112,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $112,596 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,143,327 | TotalRevenueColumnAmt |
| Exclusion | $4,475,977 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,917 | TotalAmt |
| Program Services | $959,917 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,415 | TotalAmt |
| Program Services | $517,415 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,845 | TotalAmt |
| Program Services | $35,469 | ProgramServicesAmt |
| Management And General | $53,015 | ManagementAndGeneralAmt |
| Fundraising | $17,361 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,693 | TotalAmt |
| Program Services | $37,377 | ProgramServicesAmt |
| Management And General | $56,254 | ManagementAndGeneralAmt |
| Fundraising | $19,062 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116 | TotalAmt |
| Program Services | $1,372 | ProgramServicesAmt |
| Management And General | $2,058 | ManagementAndGeneralAmt |
| Fundraising | $686 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,213 | TotalAmt |
| Program Services | $2,738 | ProgramServicesAmt |
| Management And General | $4,107 | ManagementAndGeneralAmt |
| Fundraising | $1,368 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,927 | TotalAmt |
| Program Services | $456,927 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,716 | TotalAmt |
| Program Services | $21,026 | ProgramServicesAmt |
| Management And General | $31,859 | ManagementAndGeneralAmt |
| Fundraising | $10,831 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,332 | TotalAmt |
| Program Services | $41,105 | ProgramServicesAmt |
| Management And General | $61,667 | ManagementAndGeneralAmt |
| Fundraising | $20,560 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,744 | TotalAmt |
| Program Services | $17,794 | ProgramServicesAmt |
| Management And General | $26,372 | ManagementAndGeneralAmt |
| Fundraising | $8,578 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,805 | TotalAmt |
| Program Services | $23,268 | ProgramServicesAmt |
| Management And General | $34,903 | ManagementAndGeneralAmt |
| Fundraising | $11,634 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,061 | TotalAmt |
| Program Services | $41,354 | ProgramServicesAmt |
| Management And General | $62,031 | ManagementAndGeneralAmt |
| Fundraising | $20,676 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,967 | TotalAmt |
| Program Services | $2,322 | ProgramServicesAmt |
| Management And General | $3,484 | ManagementAndGeneralAmt |
| Fundraising | $1,161 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,822 | TotalAmt |
| Program Services | $206,822 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,724 | TotalAmt |
| Program Services | $9,241 | ProgramServicesAmt |
| Management And General | $13,862 | ManagementAndGeneralAmt |
| Fundraising | $4,621 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,278 | TotalAmt |
| Program Services | $6,759 | ProgramServicesAmt |
| Management And General | $10,139 | ManagementAndGeneralAmt |
| Fundraising | $3,380 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $21,143 | $7,048 | $10,572 | $3,523 |
| MISCELLANEOUS | $17,271 | $5,757 | $8,635 | $2,879 |
| DONOR DEVELOPMENT | $2,029 | $676 | $1,015 | $338 |
| REPAIRS & MAINTENANCE | $936 | $312 | $468 | $156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Program Services | $17 | ProgramServicesAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,902,024 | TotalAmt |
| Program Services | $2,394,723 | ProgramServicesAmt |
| Management And General | $380,476 | ManagementAndGeneralAmt |
| Fundraising | $126,825 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,432,595 | BOYAmt |
| EOY | $2,808,884 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $12,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,368 | BOYAmt |
| EOY | $73,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $381,394 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $243,627 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,491 | BOYAmt |
| EOY | $137,767 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,616,931 | BOYAmt |
| EOY | $44,598,110 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,775 | BOYAmt |
| EOY | $414,218 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,859,760 | BOYAmt |
| EOY | $9,990,122 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,530,088 | BOYAmt |
| EOY | $58,035,558 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,927 | BOYAmt |
| EOY | $204,305 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,974 | BOYAmt |
| EOY | $656,168 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,474,607 | BOYAmt |
| EOY | $11,265,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,973,508 | BOYAmt |
| EOY | $12,125,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,072,223 | BOYAmt |
| EOY | $2,276,559 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,484,357 | BOYAmt |
| EOY | $43,633,379 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,556,580 | BOYAmt |
| EOY | $45,909,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,530,088 | BOYAmt |
| EOY | $58,035,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,241,303 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,121,650 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,595 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,406,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,615,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,780,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,056,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,667,350 | CurrentTaxYearAmt |
| Total | $11,526,833 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,406,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,615,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,780,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,056,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,667,350 | CurrentTaxYearAmt |
| Total | $11,526,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $912,958 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,613,875 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $881,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$158,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,354,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,652,077 | CurrentTaxYearAmt |
| Total | $3,838,114 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $539,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $569,357 | CurrentTaxYearAmt |
| Total | $1,437,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,802,443 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,234,446 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 868,139 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 110 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 52 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $126,727 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $115,257 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $446,850 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $132,041 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,400,262 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,819,183 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,662,517 | BeginningYearBalanceAmt |
| Contributions | $966,930 | ContributionsAmt |
| Investment Earnings Or Losses | $4,569,921 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,208,147 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $454,707 | AdministrativeExpensesAmt |
| End Year Balance | $42,536,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,464,964 | BeginningYearBalanceAmt |
| Contributions | $983,944 | ContributionsAmt |
| Investment Earnings Or Losses | $3,816,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,102,061 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $501,152 | AdministrativeExpensesAmt |
| End Year Balance | $38,662,517 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,622,072 | BeginningYearBalanceAmt |
| Contributions | $2,557,732 | ContributionsAmt |
| Investment Earnings Or Losses | $2,872,643 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,150,788 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $436,695 | AdministrativeExpensesAmt |
| End Year Balance | $37,464,964 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,736,777 | BeginningYearBalanceAmt |
| Contributions | $604,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,905,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $960,792 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $196,248 | AdministrativeExpensesAmt |
| End Year Balance | $28,278,734 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,616,144 | BeginningYearBalanceAmt |
| Contributions | $739,092 | ContributionsAmt |
| Investment Earnings Or Losses | $6,461,468 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $945,541 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $134,386 | AdministrativeExpensesAmt |
| End Year Balance | $32,736,777 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.70000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,171 | DepreciationAmt |
| Book Value | $95,900 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,456 | DepreciationAmt |
| Book Value | $41,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $137,767 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NOTE RECEIVABLE | $7,608,225 |
| RIGHT OF USE | $2,343,402 |
| INTEREST AND DIVIDENDS RECEIVABLE | $20,368 |
| CASH SURRENDER OF LIFE INSURANCE | $18,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,990,122 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $6,007,003 |
| NOTE PAYABLE | $2,875,000 |
| RIGHT OF USE LIABILITY | $2,343,402 |
| AMOUNTS HELD IN CHARITABLE TRUST | $24,764 |
| LIABILITY UNDER UNITRUST AGREEMENT | $14,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,265,147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,755,848 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,121,650 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $242,576 | OtherRevenueAmt |
| Revenue Not Reported | $1,364,226 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,391,622 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $123,332 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $628,373 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $751,705 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,143,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,402,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,402,490 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $123,332 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $376,202 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $499,534 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,902,024 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2021, 2022, AND 2023 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 242,576 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUE 628,373 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 376,202 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BEACON HEALTH FOUNDATION | |||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | 351536129 | 501C3 | $15,538 | ANNUAL DISTRIBUTION | ||
| BOYS & GIRLS CLUB OF | |||||||||
| 314 E JEFFERSON ST | PLYMOUTH | IN | 465631826 | 351955489 | 501C3 | $19,828 | ANNUAL DISTRIBUTION | MARSHALL COUNTY | |
| BREAD OF LIFE COMMUNITY FOOD PANTRY | |||||||||
| PO BOX 424 | PLYMOUTH | IN | 46563 | 270545297 | 501C3 | $6,000 | TECHNOLOGY UPGRADES | ||
| BREMEN HIGH SCHOOL ATHLETIC | |||||||||
| 511 W GRANT ST | BREMEN | IN | 465061600 | 356005242 | 501C3 | $6,729 | PROGRAM SUPPORT | DEPARTMENT | |
| BREMEN KIWANIS CLUB | |||||||||
| PO BOX 311 | BREMEN | IN | 46506 | 366072042 | 501C3 | $7,345 | EDUCATIONAL PROGRAMS | ||
| BREMEN PARK DEPARTMENT | |||||||||
| 512 S EAST ST | BREMEN | IN | 465060000 | GOV | $5,840 | ANNUAL DISTRIBUTION | |||
| BREMEN PUBLIC SCHOOLS | |||||||||
| 512 W GRANT STREET | BREMEN | IN | 46506 | 356005242 | GOV | $8,500 | ANNUAL DISTRIBUTION | ||
| CASA OF MARSHALL COUNTY | |||||||||
| PO BOX 373 | PLYMOUTH | IN | 46563 | 352144782 | 501C3 | $7,970 | ANNUAL DISTRIBUTION | ||
| CENTER FOR HOSPICE & PALLIATIVE | |||||||||
| 501 COMFORT PLACE | MISHAWAKA | IN | 465455234 | 310952866 | 501C3 | $12,897 | ANNUAL DISTRIBUTION | CARE | |
| DUSTIN'S PLACE | |||||||||
| 2979 OAK BLVD | BREMEN | IN | 46506 | 833820976 | 501C3 | $54,765 | PROGRAM SUPPORT | ||
| FIRST UNITED CHURCH OF CHRIST | |||||||||
| 323 S CENTER ST | BREMAN | IN | 46506 | 356007177 | 501C3 | $12,450 | ANNUAL DISTRIBUTION | BREMAN | PO BOX 222 |
| FIRST UNITED METHODIST CHURCH | |||||||||
| 400 N MICHIGAN ST | PLYMOUTH | IN | 465631738 | 350999996 | 501C3 | $11,079 | ANNUAL DISTRIBUTION | ||
| FRANKLIN COLLEGE | |||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 461312598 | 350868086 | 501C3 | $5,839 | ANNUAL DISTRIBUTION | ||
| HABITAT FOR HUMANITY OF MARSHALL CO | |||||||||
| PO BOX 524 116 S WALNUT ST | PLYMOUTH | IN | 46563 | 352029215 | 501C3 | $7,970 | ANNUAL DISTRIBUTION | ||
| HOLY FAMILY FOUNDATION FOR | |||||||||
| PO BOX 37 | MONTEREY | IN | 46960 | 351686193 | 501C3 | $5,791 | ANNUAL DISTRIBUTIONS | CATHOLIC EDUCATION | |
| JAC-CEN-DEL COMMUNITY SCHOOLS | |||||||||
| 723 N BUCKEYE ST | OSGOOD | IN | 47037 | GOV | $5,821 | ANNUAL DISTRIBUTION | |||
| LAPAZ LIONS CLUB | |||||||||
| PO BOX 32 | LAPAZ | IN | 46537 | 361263962 | 501C4 | $16,500 | PARK RESTROOM | ||
| LASALLE COUNCIL BOY SCOUTS OF | |||||||||
| 1340 S BEND AVE | SOUTH BEND | IN | 466171424 | 350867966 | 501C3 | $14,010 | ANNUAL DISTRIBUTION | AMERICA | |
| LIFELONG LEARNING NETWORK | |||||||||
| PO BOX 44 | PLYMOUTH | IN | 46563 | 752994886 | 501C3 | $27,358 | ANNUAL DISTRIBUTION | ||
| MARSHALL COUNTY HISTORICAL SOCIETY | |||||||||
| 123 N MICHIGAN ST | PLYMOUTH | IN | 465632132 | 237098815 | 501C3 | $48,652 | ANNUAL DISTRIBUTION | ||
| MARSHALL COUNTY NEIGHBORHOOD CENTER | |||||||||
| 402 GARRO STREET | PLYMOUTH | IN | 46563 | 351539175 | 501C3 | $13,206 | ANNUAL DISTRIBUTION | ||
| NORTH LIBERTY CHURCH OF CHRIST | |||||||||
| 65225 STATE ROAD 23 | NORTH LIBERTY | IN | 46554 | 501C3 | $16,000 | ANNUAL DISTRIBUTION | |||
| PLYMOUTH HIGH SCHOOL DEBATE | |||||||||
| 1 BIG RED DR | PLYMOUTH | IN | 465631873 | 351101903 | GOV | $7,166 | ANNUAL DISTRIBUTION | TEAM | |
| POTAWATOMI PARK INC | |||||||||
| 2914 MAPLE COURT | BREMEN | IN | 465069772 | 351547849 | 501C3 | $23,338 | ANNUAL DISTRIBUTION | ||
| PURDUE FOUNDATION | |||||||||
| 625 HARRISON ST RM 1177A LYNN HALL | WEST LAFAYETTE | IN | 479072026 | 351052049 | 501C3 | $7,722 | EDUCATION PROGRAMS | ||
| THE FOUNDATION OF ST JOSEPH'S | |||||||||
| 707 CEDAR ST SUITE 175 | SOUTH BEND | IN | 466172000 | 351654543 | 501C3 | $85,281 | ANNUAL DISTRIBUTION | REGIONAL MEDICAL CENTER INC | |
| THE REES THEATRE PROJECT | |||||||||
| 12638 EMERALD CT | PLYMOUTH | IN | 46563 | 823021665 | 501C3 | $33,041 | OPERATING EXPENSES | ||
| UNITED WAY OF MARSHALL COUNTY | |||||||||
| PO BOX 392 | PLYMOUTH | IN | 46563 | 237220922 | 501C3 | $112,923 | ANNUAL DISTRIBUTION | ||
| WILD ROSE MOON | |||||||||
| 115 N MICHIGAN | PLYMOUTH | IN | 46563 | 812786648 | 501C3 | $10,000 | PROGRAM SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 258 | RecipientCnt |
| Cash Grant | $517,415 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT MONEY IS USED FOR PURPOSES DEFINDED IN EACH INDIVIDUAL FUND AGREEMENT. THE IMPACT AND COMMUNICATIONS MANAGER AND THE EXECUTIVE DIRECTOR REVIEW REQUESTS FOR GRANTS WHEN SUBMITTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,122 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DROP FEES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,292 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 242,576 AGENCY FUND REVENUE -628,373 AGENCY FUND EXPENSES 376,202 TOTAL -9,595 |
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