2024-05-14T15:02:19-04:00 2023-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2024-05-14 true LINDA YODER 999009999 false THOMAS A ROBERTS P00997867 7652847554 2024-05-14 2022 2023-04-26 12:10:37Z DR JIM WHITE 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 19674517 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. 12 12 12 35 0 1616733 2780925 512220 410783 5227425 -1457317 103935 112596 7460313 1846987 2571446 1306491 0 272203 219229 0 104256 965799 843015 3809448 2368735 3650865 -521748 40370133 44393649 8376225 8569592 31993908 35824057 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 1353746 1030765 356683 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 597951 275726 54100 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 1951697 true true false false false true false false false true true false false true 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 6 0 12 true false false false false false false false false false false false false false false false X 12 12 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 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 DR JIM WHITE CHAIR 1.00 X X 0 0 0 MARTIN OOSTERBAAN VICE PRESIDE 1.00 X X 0 0 0 MARK FELDMAN SECRETARY/TR 1.00 X X 0 0 0 ADAM LUKENBILL LEGAL COUNCI 1.00 X X 0 0 0 KEVIN BERGER DIRECTOR 1.00 X 0 0 0 KEVIN BOYER DIRECTOR 1.00 X 0 0 0 CUSH CUTHBERTSON DIRECTOR 1.00 X 0 0 0 JOAN HUNT DIRECTOR 1.00 X 0 0 0 JENNIFER HURFORD DIRECTOR 1.00 X 0 0 0 JACK JORDAN DIRECTOR 1.00 X 0 0 0 JOHN SMALL JR DIRECTOR 1.00 X 0 0 0 BETH STYERS DIRECTOR 1.00 X 0 0 0 LINDA YODER EXECUTIVE DI 40.00 X 98402 0 0 98402 false false false 2780925 6289 2780925 ADMINISTRATIVE FEE INCOME 561000 410783 410783 410783 296713 296713 16073500 17827530 -1754030 -1754030 -1754030 RENT 112596 112596 112596 1846987 -1343247 409309 1030765 1030765 275726 275726 70616 23303 35308 12005 120159 40289 60080 19790 9172 3057 4586 1529 19282 6427 9641 3214 436695 436695 44931 14977 22466 7488 109399 36462 54700 18237 57175 19058 28589 9528 115233 38411 57617 19205 3679 1226 1840 613 44871 14957 22436 7478 11309 3770 5655 1884 DUES & MEMBERSHIPS 8931 2977 4466 1488 DONOR DEVELOPMENT 5685 1895 2843 947 MISCELLANEOUS 1849 616 925 308 REPAIRS & MAINTENANCE 1543 514 772 257 1715 572 858 285 2368735 1951697 312782 104256 667697 2242161 122875 85625 29631 3159 58050 52415 339705 178902 205675 160803 35780278 38469789 374600 377709 3131327 3001988 40370133 44393649 22452 18877 152741 305709 8201032 8245006 8376225 8569592 X 1839148 1865266 30154760 33958791 31993908 35824057 40370133 44393649 X -521748 4489920 -138023 X false true X true false X 1099215 1301087 1406660 1615460 2780557 8202979 1099215 1301087 1406660 1615460 2780557 8202979 1407326 6795653 1034964 987099 881882 -158334 108204 2853815 8661 103935 112596 103935 112596 441723 11498517 1885625 0.59100 0.58960 X PART II, LINE 10 OTHER INCOME 441,723 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79 315916 120868 4331151 true true 33622072 2557732 2872643 1150788 436695 37464964 32736777 604663 -3905666 960792 196248 28278734 26616144 739092 6461468 945541 134386 32736777 26902986 997665 -237966 901353 145188 26616144 26501494 390821 1454945 880911 563363 26902986 0.82200 0.17800 false false 191071 65295 125776 148634 113607 35027 160803 RIGHT OF USE 2531502 NOTE RECEIVABLE 440368 CASH SURRENDER OF LIFE INSURANCE 17123 INTEREST AND DIVIDENDS RECEIVABLE 12995 3001988 FUNDS HELD FOR OTHERS 5462705 RIGHT OF USE LIABILITY 2531502 AMOUNTS HELD IN CHARITABLE TRUST 235846 LIABILITY UNDER UNITRUST AGREEMENT 14953 8245006 X 5829370 4489920 -18656 4471264 1358106 109399 379482 488881 1846987 1999221 1999221 109399 260115 369514 2368735 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 2019, 2020, AND 2021 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 -18,656 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 379,482 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 260,115 true ARGOS DOLLARS FOR SCHOLARS 15955 GUMWOOD ROAD ARGOS IN 46501 411687534 501C3 27825 ANNUAL DISTRIBUTION BEACON HEALTH FOUNDATION 615 N MICHIGAN ST SOUTH BEND IN 46601 351536129 501C3 8786 ANNUAL DISTRIBUTION BLESSINGS IN A BACKPACK 4121 SHELBYVILLE ROAD BIB BANK LOCKBOX 950291 LOUISVILLE KY 40207 261964620 501C3 6600 OPERATIONS BREMEN DOLLARS FOR SCHOLARS PO BOX 144 BREMAN IN 465060144 465030508 501C3 38302 OPERATIONS BREMEN COMMUNITY CARES 127 W MILL ST BREMEN IN 46506 811535850 501C3 20000 CHAIR LIFT BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 36711 BLEACHER HANDRAILS BREMEN LITTLE LEAGUE BASEBALL INC PO BOX 344 BREMEN IN 46506 351646742 501C3 6000 FIELD RENOVATIONS CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 6745 ANNUAL DISTRIBUTION CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 44531 ANNUAL DISTRIBUTION CULTIVATE FOOD RESCUE 1403 PRAIRIE AVE SOUTH BEND IN 46613 813306113 501C3 5733 FOOD PANTRY SUPPORT CULVER PARK & RECREATION DEPT 819 E LAKE SHORE DR PO BOX 189 CULVER IN 465111160 356000998 501C3 10000 FITNESS PROGRAM DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 11158 STELLAR GRANT FIRST UNITED CHURCH OF CHRIST BREMAN 323 S CENTER ST PO BOX 222 BREMAN IN 46506 356007177 501C3 5168 ANNUAL DISTRIBUTION FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 11933 ANNUAL DISTRIBUTION FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 6870 ANNUAL DISTRIBUTION HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5816 ANNUAL DISTRIBUTIONS LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 14003 ANNUAL DISTRIBUTION MARSHALL COUNTY CROSSROADS REGIONAL PLANNING TEAM INC 2680 MILLE SUITE 120 PLYMOUTH IN 46563 844877211 501C3 25000 BLUE ZONES MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 57274 UPDATE TECHNOLOGY MARSHALL COUNTY PARKS & RECREATION DEPARTMENT PO BOX 236 PLYMOUTH IN 46563 GOV 17297 MEMORIAL FOREST PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 GOV 7131 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 15308 ANNUAL DISTRIBUTION SERVANTS AT WORK INC 8427 ZIONSVILLE ROAD INDIANAPOLIS IN 46268 453825509 501C3 6200 WHEELCHAIR RAMPS ST MICHAEL CATHOLIC CHURCH 612 N WALNUT ST PLYMOUTH IN 465631548 350925290 501C3 5007 ANNUAL DISTRIBUTIONS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 109259 ANNUAL DISTRIBUTION THE REES THEATRE PROJECT 12638 EMERALD CT PLYMOUTH IN 46563 823021665 501C3 40000 DISPLAY SCREEN UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 27303 ANNUAL DISTRIBUTION WYTHOUGAN VALLEY PRESERVATION COUNCIL INC 12954 6TH ROAD PLYMOUTH IN 46563 351955239 501C3 8756 HISTORIC MARKER 28 SCHOLARSHIPS 178 275726 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT MONEY IS USED FOR PURPOSES DEFINDED IN EACH INDIVIDUAL FUND AGREEMENT. THE SYSTEMS AND COMMUNICATIONS SPECIALIST 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 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -18,656 AGENCY FUND REVENUE -379,482 AGENCY FUND EXPENSES 260,115 TOTAL -138,023