2025-04-28T14:26:51-04:00 2024-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-07-01 351826870 MARSHALL COUNTY COMMUNITY FOUNDATION INC MARS 5749355159 2680 MILLER DR SUITE 120 PLYMOUTH IN 465638186 LINDA YODER EXECUTIVE DIRECTOR 5749355159 2025-04-11 true false THOMAS A ROBERTS P00997867 7652847554 2025-04-11 2023 2025-03-06 01:10:19Z DR JIM WHITE 2680 MILLER DRIVE SUITE 120 PLYMOUTH IN 46563 26354505 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 9 35 0 2780925 4056806 410783 443738 -1457317 2449588 112596 95274 1846987 7045406 1306491 1458372 0 219229 277866 0 107746 843015 869766 2368735 2606004 -521748 4439402 44393649 50530088 8569592 8973508 35824057 41556580 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 1317345 958605 385298 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES. 857668 499767 58440 SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION. 2175013 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 0 0 9 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 106954 0 0 106954 1 false false false 4056806 19378 4056806 ADMINISTRATIVE FEE INCOME 561000 443738 443738 443738 1354285 1354285 20404402 19309099 1095303 1095303 1095303 RENT 95274 95274 95274 7045406 2988600 958605 958605 499767 499767 106954 35651 53477 17826 146914 48972 73457 24485 4687 1562 2344 781 19311 6437 9656 3218 501152 501152 15656 5219 7828 2609 114804 38263 57403 19138 47474 15825 23738 7911 113625 37875 56813 18937 4213 1404 2107 702 37002 12334 18501 6167 5794 1931 2897 966 DUES & MEMBERSHIPS 22724 7575 11362 3787 REPAIRS & MAINTENANCE 3175 1058 1588 529 MISCELLANEOUS 2159 720 1080 359 IN-KIND 1320 440 660 220 668 223 334 111 2606004 2175013 323245 107746 2242161 6432595 85625 7500 3159 668 52415 82368 349394 215903 160803 133491 38469789 40616931 377709 396775 3001988 2859760 44393649 50530088 18877 68927 305709 429974 8245006 8474607 8569592 8973508 X 1865266 2072223 33958791 39484357 35824057 41556580 44393649 50530088 X 4439402 1629510 -336389 X false true X true false X 1301087 1406660 1615460 2780557 4056806 11160570 1301087 1406660 1615460 2780557 4056806 11160570 2062423 9098147 987099 881882 -158334 108204 1354285 3173136 103935 112596 103935 112596 539012 972074 15305780 1547756 0.59440 0.59100 X PART II, LINE 10 OTHER INCOME 433,062 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105 72738 416265 10758398 true true 37464964 983944 3816822 3102061 501152 38662517 33622072 2557732 2872643 1150788 436695 37464964 32736777 604663 -3905666 960792 196248 28278734 26616144 739092 6461468 945541 134386 32736777 26902986 997665 -237966 901353 145188 26616144 0.76530 0.23470 false false 191071 79233 111838 158323 136670 21653 133491 RIGHT OF USE 2437452 NOTE RECEIVABLE 392003 CASH SURRENDER OF LIFE INSURANCE 17123 INTEREST AND DIVIDENDS RECEIVABLE 13182 2859760 FUNDS HELD FOR OTHERS 5754837 RIGHT OF USE LIABILITY 2437452 AMOUNTS HELD IN CHARITABLE TRUST 267356 LIABILITY UNDER UNITRUST AGREEMENT 14962 8474607 X 7975022 1629510 -44257 1585253 6389769 114804 540833 655637 7045406 2242499 2242499 114804 248701 363505 2606004 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 2020, 2021, AND 2022 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 -44,257 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 540,833 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 248,701 true ARGOS PARKS AND RECREATION DEPARTMENT 201 W WALNUT ST ARGOS IN 46501 356000641 GOV 10000 PLAYGROUND BOURBON UNITED PENTECOSTAL CHURCH DBA KIDS KINGDOM DAYCARE 201 N BOURBON ST BOURBON IN 46504 351398273 501C3 7500 AFTER SCHOOL CARE BOYS & GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 465631826 351955489 501C3 20000 SAFETY FOR ALL BREMEN HIGH SCHOOL ATHLETICS DEPARTMENT 511 W GRANT ST BREMEN IN 465061600 356005242 501C3 19436 PROGRAM SUPPORT BREMEN PARK DEPARTMENT 512 S EAST ST BREMEN IN 465060000 GOV 7216 ANNUAL DISTRIBUTION BREMEN PUBLIC SCHOOLS 512 W GRANT STREET BREMEN IN 46506 356005242 GOV 24000 PIANO PURCHASE CITY OF PLYMOUTH 124 N MIGHIGAN ST PLYMOUTH IN 465632133 356001166 GOV 40286 ANNUAL DISTRIBUTION CULTIVATE FOOD RESCUE 1403 PRAIRIE AVE SOUTH BEND IN 46613 813306113 501C3 10700 STORAGE FACILITY DAVID'S COURAGE 12136 LUPINE LANE PLYMOUTH IN 46563 823424513 501C3 10800 RECOVERY TRACKING FIRST UNITED METHODIST CHURCH 400 N MICHIGAN ST PLYMOUTH IN 465631738 350999996 501C3 11451 ANNUAL DISTRIBUTION FRANKLIN COLLEGE 101 BRANIGIN BLVD FRANKLIN IN 461312598 350868086 501C3 5814 ANNUAL DISTRIBUTION HOLY FAMILY FOUNDATION FOR CATHOLIC EDUCATION PO BOX 37 MONTEREY IN 46960 351686193 501C3 5765 ANNUAL DISTRIBUTIONS LAKE MAXINKUCKEE ENVIROMENTAL FUND INC PO BOX 187 CULVER IN 465111557 311071826 501C3 15000 WATER QUALITY INFO LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 S BEND AVE SOUTH BEND IN 466171424 350867966 501C3 13914 ANNUAL DISTRIBUTION LEADERSHIP MARSHAL COUNTY 2701 N MICHIGAN ST PLYMOUTH IN 465637813 811200784 10000 PROGRAM LIFELONG LEARNING NETWORK PO BOX 44 PLYMOUTH IN 46563 752994886 501C3 81642 ANNUAL DISTRIBUTION MARIAN UNIVERSITY ANCILLA COLLEGE 20097 9B ROAD PLYMOUTH IN 46563 350868175 501C3 25000 PROGRAM MARSHALL COUNTY CROSSROADS REGIONAL PLANNING TEAM INC 2680 MILLE SUITE 120 PLYMOUTH IN 46563 844877211 501C3 10000 COLLABORATIVE STUDY MARSHALL COUNTY ECONOMIC DEVELOPMENT CORP 2864 MILLER DR PLYMOUTH IN 465638094 260873218 501C3 25000 ONE MARSHALL COUNTY MARSHALL COUNTY HISTORICAL SOCIETY 123 N MICHIGAN ST PLYMOUTH IN 465632132 237098815 501C3 48331 ANNUAL DISTRIBUTION MAXINKUCKEE PLAYERS PO BOX 45 CULVER IN 46511 450506661 501C3 7500 THE LITTLE MERMAID MICHIANA BENEVOLENT SOCIETY INC 515 S WHITLOCK ST BREMEN IN 46506 356018462 501C3 6575 ANNUAL DIST/SIDEWALK NORTH LIBERTY CHURCH OF CHRIST 65225 STATE ROAD 23 NORTH LIBERTY IN 46554 501C3 16000 ANNUAL DISTRIBUTION PBS MICHIANA - WNIT MICHIANA PUBLIC BROADCASTING CORP 300 W JEFFERSON BLVD SOUTH BEND IN 46601 351155594 501C3 10000 EQUIPMENT PLYMOUTH COMMUNITY SCHOOLS 611 BERKLEY ST PLYMOUTH IN 465631873 351101903 GOV 9049 PROGRAMS PLYMOUTH HIGH SCHOOL DEBATE TEAM 1 BIG RED DR PLYMOUTH IN 465631873 351101903 GOV 7118 ANNUAL DISTRIBUTION PLYMOUTH PARK AND RECREATION DEPARTMENT 1660 N MICHIGAN ST PLYMOUTH IN 465631004 GOV 12000 PICKLEBALL COURTS POTAWATOMI PARK INC 2914 MAPLE COURT BREMEN IN 465069772 351547849 501C3 26357 ANNUAL DISTRIBUTION SERENITY HOUSE - WOMEN'S PLYMOUTH HOUSE 10 800 LINCOLN HIGHWAY PLYMOUTH IN 46563 351938742 501C3 6000 APPLIANCES THE BREMEN PARTNERSHIP FOR EDUCATION INC 512 W GRANT ST BREMEN IN 46506 932064928 501C3 10000 ANNUAL DISTRIBUTION THE FOUNDATION OF ST JOSEPH'S REGIONAL MEDICAL CENTER INC 707 CEDAR ST SUITE 175 SOUTH BEND IN 466172000 351654543 501C3 78776 ANNUAL DISTRIBUTION THE REES THEATRE PROJECT 12638 EMERALD CT PLYMOUTH IN 46563 823021665 501C3 145390 PROGRAMS THE YEAGER LEADERSHIP GROUP LLC 190 WEST TERRACE PARKWAY CULVER IN 46511 811200784 32787 ELEVATE CLASSES UNITED WAY OF MARSHALL COUNTY PO BOX 392 PLYMOUTH IN 46563 237220922 501C3 55584 ANNUAL DISTRIBUTION WILD ROSE MOON 115 N MICHIGAN PLYMOUTH IN 46563 812786648 501C3 8000 EQUIPMENT 33 2 SCHOLARSHIPS 275 499767 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 -44,257 AGENCY FUND REVENUE -540,833 AGENCY FUND EXPENSES 248,701 TOTAL -336,389