2026-01-30T16:31:51-05:00 2025-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2026-01-29 true false THOMAS A ROBERTS P00997867 7652847554 2026-01-29 2024 2025-03-06 01:10:19Z DR JIM WHITE 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 29120447 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. 8 8 6 35 0 4056806 1667350 443738 456761 2449588 3906620 95274 112596 7045406 6143327 1458372 1477332 0 277866 230867 0 126825 869766 1193825 2606004 2902024 4439402 3241303 50530088 58035558 8973508 12125620 41556580 45909938 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 1556221 959917 296895 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 838502 517415 159866 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 2394723 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 true false false false false false false false false true 6 0 6 true false false false false false false false false false false false false false false false X 8 8 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 PAST PRESIDE 1.00 X X 0 0 0 MARTIN OOSTERBAAN PRESIDENT 1.00 X X 0 0 0 MARK FELDMAN SECRETARY/TR 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 JENNIFER HURFORD 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 105486 0 0 105486 1 false false false 1667350 53414 1667350 ADMINISTRATIVE FEE INCOME 561000 456761 456761 456761 1652077 1652077 25231663 22977120 2254543 2254543 2254543 RENT 112596 112596 112596 6143327 4475977 959917 959917 517415 517415 105845 35469 53015 17361 112693 37377 56254 19062 4116 1372 2058 686 8213 2738 4107 1368 456927 456927 20 7 10 3 63716 21026 31859 10831 123332 41105 61667 20560 52744 17794 26372 8578 69805 23268 34903 11634 124061 41354 62031 20676 6967 2322 3484 1161 206822 206822 27724 9241 13862 4621 20278 6759 10139 3380 DUES & MEMBERSHIPS 21143 7048 10572 3523 MISCELLANEOUS 17271 5757 8635 2879 DONOR DEVELOPMENT 2029 676 1015 338 REPAIRS & MAINTENANCE 936 312 468 156 50 17 25 8 2902024 2394723 380476 126825 6432595 2808884 7500 12500 668 82368 73957 381394 243627 133491 137767 40616931 44598110 396775 414218 2859760 9990122 50530088 58035558 68927 204305 429974 656168 8474607 11265147 8973508 12125620 X 2072223 2276559 39484357 43633379 41556580 45909938 50530088 58035558 X 3241303 1121650 -9595 X false true X true false X 1406660 1615460 2780557 4056806 1667350 11526833 1406660 1615460 2780557 4056806 1667350 11526833 912958 10613875 881882 -158334 108204 1354285 1652077 3838114 112596 103935 112596 539012 569357 1437496 16802443 1234446 0.63170 0.59440 X PART II, LINE 10 OTHER INCOME 868,139 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110 52 126727 115257 446850 132041 11400262 3819183 true true 38662517 966930 4569921 1208147 454707 42536514 37464964 983944 3816822 3102061 501152 38662517 33622072 2557732 2872643 1150788 436695 37464964 32736777 604663 -3905666 960792 196248 28278734 26616144 739092 6461468 945541 134386 32736777 0.70000 0.30000 false false 191071 95171 95900 190323 148456 41867 137767 NOTE RECEIVABLE 7608225 RIGHT OF USE 2343402 INTEREST AND DIVIDENDS RECEIVABLE 20368 CASH SURRENDER OF LIFE INSURANCE 18127 9990122 FUNDS HELD FOR OTHERS 6007003 NOTE PAYABLE 2875000 RIGHT OF USE LIABILITY 2343402 AMOUNTS HELD IN CHARITABLE TRUST 24764 LIABILITY UNDER UNITRUST AGREEMENT 14978 11265147 X 6755848 1121650 242576 1364226 5391622 123332 628373 751705 6143327 2402490 2402490 123332 376202 499534 2902024 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 true BEACON HEALTH FOUNDATION 615 N MICHIGAN ST SOUTH BEND IN 46601 351536129 501C3 15538 ANNUAL DISTRIBUTION BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 19828 ANNUAL DISTRIBUTION BREAD OF LIFE COMMUNITY FOOD PANTRY PO BOX 424 PLYMOUTH IN 46563 270545297 501C3 6000 TECHNOLOGY UPGRADES BREMEN HIGH SCHOOL ATHLETIC DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 6729 PROGRAM SUPPORT BREMEN KIWANIS CLUB PO BOX 311 BREMEN IN 46506 366072042 501C3 7345 EDUCATIONAL PROGRAMS BREMEN PARK DEPARTMENT 512 S EAST ST BREMEN IN 465060000 GOV 5840 ANNUAL DISTRIBUTION BREMEN PUBLIC SCHOOLS 512 W GRANT STREET BREMEN IN 46506 356005242 GOV 8500 ANNUAL DISTRIBUTION CASA OF MARSHALL COUNTY PO BOX 373 PLYMOUTH IN 46563 352144782 501C3 7970 ANNUAL DISTRIBUTION CENTER FOR HOSPICE & PALLIATIVE CARE 501 COMFORT PLACE MISHAWAKA IN 465455234 310952866 501C3 12897 ANNUAL DISTRIBUTION DUSTIN'S PLACE 2979 OAK BLVD BREMEN IN 46506 833820976 501C3 54765 PROGRAM SUPPORT FIRST UNITED CHURCH OF CHRIST BREMAN 323 S CENTER ST PO BOX 222 BREMAN IN 46506 356007177 501C3 12450 ANNUAL DISTRIBUTION FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 11079 ANNUAL DISTRIBUTION FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5839 ANNUAL DISTRIBUTION HABITAT FOR HUMANITY OF MARSHALL CO PO BOX 524 116 S WALNUT ST PLYMOUTH IN 46563 352029215 501C3 7970 ANNUAL DISTRIBUTION HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5791 ANNUAL DISTRIBUTIONS JAC-CEN-DEL COMMUNITY SCHOOLS 723 N BUCKEYE ST OSGOOD IN 47037 GOV 5821 ANNUAL DISTRIBUTION LAPAZ LIONS CLUB PO BOX 32 LAPAZ IN 46537 361263962 501C4 16500 PARK RESTROOM LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 14010 ANNUAL DISTRIBUTION LIFELONG LEARNING NETWORK PO BOX 44 PLYMOUTH IN 46563 752994886 501C3 27358 ANNUAL DISTRIBUTION MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 48652 ANNUAL DISTRIBUTION MARSHALL COUNTY NEIGHBORHOOD CENTER 402 GARRO STREET PLYMOUTH IN 46563 351539175 501C3 13206 ANNUAL DISTRIBUTION NORTH LIBERTY CHURCH OF CHRIST 65225 STATE ROAD 23 NORTH LIBERTY IN 46554 501C3 16000 ANNUAL DISTRIBUTION PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 GOV 7166 ANNUAL DISTRIBUTION POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 23338 ANNUAL DISTRIBUTION PURDUE FOUNDATION 625 HARRISON ST RM 1177A LYNN HALL WEST LAFAYETTE IN 479072026 351052049 501C3 7722 EDUCATION PROGRAMS THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 85281 ANNUAL DISTRIBUTION THE REES THEATRE PROJECT 12638 EMERALD CT PLYMOUTH IN 46563 823021665 501C3 33041 OPERATING EXPENSES UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 112923 ANNUAL DISTRIBUTION WILD ROSE MOON 115 N MICHIGAN PLYMOUTH IN 46563 812786648 501C3 10000 PROGRAM SUPPORT 28 1 SCHOLARSHIPS 258 517415 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X 2 52122 AVE HIGH/LOW DATE OF GIFT X DROP FEES 1 1292 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, 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