MARION COMMUNITY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MARION COMMUNITY FOUNDATION (EIN 31-4446189)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-01
IRS object ID: 202411229349300906
Schema version: 2022v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-01T09:30:06-00:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	275053423	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Diane Mault Tax Service	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2705 Marion-Waldo Rd	AddressLine1Txt
City	Marion	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43302	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	314446189	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARION COMMUNITY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARI	BusinessNameControlTxt
Phone	7403879704	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	504 S STATE STREET	AddressLine1Txt
City	MARION	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43302	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Dean L Jacob	PersonNm
Person Title	PresidentCEO	PersonTitleTxt
Phone	7403879704	PhoneNum
Signature	2024-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Dean	PersonFirstNm
Person Last	Jacob	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Diane L Mault	PreparerPersonNm
PTIN	P00238265	PTIN
Phone	7403892435	PhoneNum
Preparation	2024-05-01	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Dean L Jacob	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	504 S State Street	AddressLine1Txt
City	Marion	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43302	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,073,207	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.marioncommunityfoundation.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	The mission of Marion Community Foundation is to continually improve the Marion area community through philanthropy, leadership, and civic engagement.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,941,455	PYContributionsGrantsAmt
CY Contributions Grants	$2,046,274	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,275,698	PYInvestmentIncomeAmt
CY Investment Income	$1,026,913	CYInvestmentIncomeAmt
CY Other Revenue	$20	CYOtherRevenueAmt
PY Total Revenue	$6,217,153	PYTotalRevenueAmt
CY Total Revenue	$3,073,207	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,278,087	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,011,943	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$414,772	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$449,785	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$65,329	CYTotalFundraisingExpenseAmt
PY Other Expenses	$506,639	PYOtherExpensesAmt
CY Other Expenses	$493,552	CYOtherExpensesAmt
PY Total Expenses	$3,199,498	PYTotalExpensesAmt
CY Total Expenses	$2,955,280	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,017,655	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$117,927	CYRevenuesLessExpensesAmt
Total Assets BOY	$55,629,466	TotalAssetsBOYAmt
Total Assets EOY	$60,204,324	TotalAssetsEOYAmt
Total Liabilities BOY	$5,597,959	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,536,598	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$50,031,507	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$54,667,726	NetAssetsOrFundBalancesEOYAmt
Mission	The mission of Marion Community Foundation is to continually improve the Marion area community through philanthropy, leadership, and civic engagement.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,811,823	ExpenseAmt
Grant	$1,552,898	GrantAmt
Desc	The organization has two primary program services. The first being our Grant Program. Consistent with the organizations mission, each year grants are awarded through a grant application process from the organizations endowment funds in accordance with the organizations spending policy and the wishes of the donors.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$536,386	ExpenseAmt
Grant	$459,045	GrantAmt
Desc	The organizations second program is our Scholarship Program. Each year scholarships are awarded from Field of Interest endowed and nonendowed funds to various students meeting the qualifying criteria set forth in the fund documents. The scholarship committee, along with donor selection committees, review the applications and recommend the acceptable receipents. Finally the board of trustees approves the scholarships and the scholarships are awarded.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$2,348,209	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	false	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	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5	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
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	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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	OH	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DEAN JACOB CEOPRESIDENT OF FOUNDATI	PersonNm
Phone	7403879704	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	504 S STATE STREET	AddressLine1Txt
City	MARION	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43302	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd
Dean Jacob
President/CEO	040.00	Yes (X)	$129,397	$0	$0
Kathy Goodman
Director	001.00		$0	$0	$0	Yes (X)
Scott Knowles
Director/Past Chair	001.00		$0	$0	$0	Yes (X)	Yes (X)
Grant Gates
Director	001.00		$0	$0	$0	Yes (X)
Nicolle Wampler
Director/Secretary	001.00		$0	$0	$0	Yes (X)	Yes (X)
Sarah Russell
Director	001.00		$0	$0	$0	Yes (X)
Ryan McCall
Director	001.00		$0	$0	$0	Yes (X)
Kevin Smith
Director	001.00		$0	$0	$0	Yes (X)
Fran Voll
Director/ Chair	001.00		$0	$0	$0	Yes (X)	Yes (X)
Charles Speelman
DirectorVice Chair	001.00		$0	$0	$0	Yes (X)	Yes (X)
Judge Matthew Frericks
Director	001.00		$0	$0	$0	Yes (X)
Rev Jacqueline Peterson
Director	001.00		$0	$0	$0	Yes (X)
Jody Demo-Hodgins
Director/Treasurer	001.00		$0	$0	$0	Yes (X)	Yes (X)
Spencer Mathews
Director	001.00		$0	$0	$0	Yes (X)
Thomas Schifer
Director	001.00		$0	$0	$0	Yes (X)
Erin Slater
Director	001.00		$0	$0	$0	Yes (X)
Julie Prettyman
Vice President	040.00		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$129,397	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	$2,046,274	AllOtherContributionsAmt
Noncash Contributions	$112,426	NoncashContributionsAmt
Total Contributions	$2,046,274	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,240,629	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	-$213,716	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$213,716	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$213,716	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other misc income	Desc
Total Revenue Column	$20	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$20	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,073,207	TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,011,943	TotalAmt
Program Services	$2,011,943	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$129,397	TotalAmt
Program Services	$64,699	ProgramServicesAmt
Management And General	$38,819	ManagementAndGeneralAmt
Fundraising	$25,879	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$251,806	TotalAmt
Program Services	$113,708	ProgramServicesAmt
Management And General	$112,757	ManagementAndGeneralAmt
Fundraising	$25,341	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$38,886	TotalAmt
Program Services	$4,149	ProgramServicesAmt
Management And General	$33,475	ManagementAndGeneralAmt
Fundraising	$1,262	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$29,696	TotalAmt
Program Services	$13,898	ProgramServicesAmt
Management And General	$11,808	ManagementAndGeneralAmt
Fundraising	$3,990	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$41,437	TotalAmt
Program Services	$8,488	ProgramServicesAmt
Management And General	$32,621	ManagementAndGeneralAmt
Fundraising	$328	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$275,718	TotalAmt
Management And General	$275,718	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$52,135	TotalAmt
Program Services	$49,528	ProgramServicesAmt
Fundraising	$2,607	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,307	TotalAmt
Program Services	$12,115	ProgramServicesAmt
Management And General	$4,327	ManagementAndGeneralAmt
Fundraising	$865	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$42,515	TotalAmt
Program Services	$29,760	ProgramServicesAmt
Management And General	$10,629	ManagementAndGeneralAmt
Fundraising	$2,126	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,145	TotalAmt
Program Services	$16,902	ProgramServicesAmt
Management And General	$6,036	ManagementAndGeneralAmt
Fundraising	$1,207	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$295	TotalAmt
Program Services	$206	ProgramServicesAmt
Management And General	$74	ManagementAndGeneralAmt
Fundraising	$15	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,318	TotalAmt
Management And General	$4,318	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,373	TotalAmt
Program Services	$7,261	ProgramServicesAmt
Management And General	$2,593	ManagementAndGeneralAmt
Fundraising	$519	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Dues	$11,819	$8,273	$2,955	$591
Other Misc Exp	$5,298	$1,545	$3,564	$189
Copying	$8,192	$5,734	$2,048	$410

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,955,280	TotalAmt
Program Services	$2,348,209	ProgramServicesAmt
Management And General	$541,742	ManagementAndGeneralAmt
Fundraising	$65,329	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,867,865	BOYAmt
EOY	$2,975,427	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$21,792	BOYAmt
EOY	$22,996	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$46,089	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$37,814	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,553	BOYAmt
EOY	$8,275	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$53,729,256	BOYAmt
EOY	$57,197,626	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$55,629,466	BOYAmt
EOY	$60,204,324	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,239	BOYAmt
EOY	$30,012	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$702,730	BOYAmt
EOY	$593,610	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,867,990	BOYAmt
EOY	$4,912,976	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,597,959	BOYAmt
EOY	$5,536,598	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	$50,031,507	BOYAmt
EOY	$54,667,726	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$50,031,507	BOYAmt
EOY	$54,667,726	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$55,629,466	BOYAmt
EOY	$60,204,324	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$117,927	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,518,292	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
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)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,866,984	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,058,881	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,785,075	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,941,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,046,274	CurrentTaxYearAmt
Total	$14,698,669	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,866,984	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,058,881	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,785,075	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,941,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,046,274	CurrentTaxYearAmt
Total	$14,698,669	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$14,698,669	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$966,905	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,031,668	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$846,791	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,392,819	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,240,629	CurrentTaxYearAmt
Total	$5,478,812	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$50,026	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,945	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$839	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$20	CurrentTaxYearAmt
Total	$53,830	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$20,231,311	TotalSupportAmt
Public Support CY170	0.72650	PublicSupportCY170Pct
Public Support PY170	0.72590	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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	62	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	416	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$351,517	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$1,694,756	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$252,913	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$1,759,030	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$13,807,295	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$45,773,407	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Incl Escrow Custodial Acct Liab	false	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$50,031,507	BeginningYearBalanceAmt
Contributions	$2,046,274	ContributionsAmt
Investment Earnings Or Losses	$5,545,224	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,011,943	GrantsOrScholarshipsAmt
Other Expenditures	$401,594	OtherExpendituresAmt
Administrative Expenses	$541,742	AdministrativeExpensesAmt
End Year Balance	$54,667,726	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,898,105	BeginningYearBalanceAmt
Contributions	$2,941,455	ContributionsAmt
Investment Earnings Or Losses	-$7,608,555	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,278,087	GrantsOrScholarshipsAmt
Other Expenditures	$328,287	OtherExpendituresAmt
Administrative Expenses	$593,124	AdministrativeExpensesAmt
End Year Balance	$50,031,507	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$45,932,229	BeginningYearBalanceAmt
Contributions	$2,785,075	ContributionsAmt
Investment Earnings Or Losses	$11,876,827	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,873,123	GrantsOrScholarshipsAmt
Other Expenditures	$279,828	OtherExpendituresAmt
Administrative Expenses	$543,075	AdministrativeExpensesAmt
End Year Balance	$57,898,105	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$45,992,413	BeginningYearBalanceAmt
Contributions	$1,061,381	ContributionsAmt
Investment Earnings Or Losses	$1,565,916	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,880,707	GrantsOrScholarshipsAmt
Other Expenditures	$313,308	OtherExpendituresAmt
Administrative Expenses	$493,466	AdministrativeExpensesAmt
End Year Balance	$45,932,229	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,482,099	BeginningYearBalanceAmt
Contributions	$5,945,125	ContributionsAmt
Investment Earnings Or Losses	$2,774,363	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,368,093	GrantsOrScholarshipsAmt
Other Expenditures	$358,292	OtherExpendituresAmt
Administrative Expenses	$482,789	AdministrativeExpensesAmt
End Year Balance	$45,992,413	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,504	OtherCostOrOtherBasisAmt
Depreciation	$5,070	DepreciationAmt
Book Value	$3,434	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,585	OtherCostOrOtherBasisAmt
Depreciation	$32,744	DepreciationAmt
Book Value	$4,841	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,275	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Federal income taxes
Agency Liabilities	$4,912,976

Field	Value	IRS element (for citing)
Total Liability	$4,912,976	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$7,591,499	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,518,292	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$4,518,292	RevenueNotReportedAmt
Revenue Subtotal	$3,073,207	RevenueSubtotalAmt
Total Revenue Per Form990	$3,073,207	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,955,280	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$2,955,280	ExpensesSubtotalAmt
Total Expenses Per Form990	$2,955,280	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
V 4	The intended use of the endowment funds is to enhance the quality of life for the Marion, Ohio area by fostering philanthropy and providing a vehicle for giving through various charitable granats and scholarships.
X 1	The Foundation has been determined by the Internal Revenue Service to be exempt from Federal Income Taxes as a nonprofit organization under Section 501C3 of the Internal Revenue Code and calssified by the Internal Revenue Service as other than a private foundation and as a result, a provision for taxes is not required. The Foundation follows ASC 740-10 Accounting for Uncertainity in Income Taxes. The Foundation has no uncertain tax position as of June 30, 2023.
X 2	The Foundation follows ASC No 958-324-25 recognition Not-For-Profit topic which states that a transfer of assets in which the resource provider specifies itself as the beneficiary, the transaction is not a contribution and shall be recorded as a liability even if variance power has been explicitly granted to the recipient organization. Accordingly, the Foundation recognizes funds contributed to organizational endowment funds by the beneficiary as agent liabilities and due to the nature of these endowment funds has classified these as long-term liabilities.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (57 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American Red Cross
1849 Summerset Dr	Marion	OH	43302	530196605	501c3	$10,271	support
Black Heritage Council
485 N Grand Ave	Marion	OH	43302	341597574	501c3	$10,000	support
Boys & Girls Club
565 Oak Street	Marion	OH	43302	314387575	501c3	$43,686	support
Buckeye Ridge Habitat
1713 Marion Mt Gilead Rd	Marion	OH	43302	311402513	501c3	$21,982	support
Centenary Methodist Church
615 Morris Dr	Cutler	OH	45724	341411182	church	$31,619	support
Center St Health Clinic
136 West Center St	Marion	OH	43302	341751179	501c3	$21,388	support
Central Christian Church
421 Mt Vernon Ave	Marion	OH	43302	314389669	church	$13,227	support
Cents for Shoes
249 East Center St	Marion	OH	43302	462355866	501c3	$5,741	support
Downtown Marion Inc
267 West Center St	Marion	OH	43302	263387758	501c3	$18,000	support
Edward Huber Memorial Assoc
PO Box 6010	Marion	OH	43302	341574859	501c3	$13,143	support
Emanual Lutheran Church
241 S Prospect St	Marion	OH	43302	314392604	church	$107,430	support
Epworth United Methodist
249 East Center St	Marion	OH	43302	314379462	church	$95,444	support
Explore-it-torium
PO Box 323	Marion	OH	43302	821486281	501c3	$10,500	aupport
Marion Catholic School
274 N Prospect St	Marion	OH	43302	341839511	school	$318,460	support
Federation of Jaina Assoc
11820 Triple Crown Rd	Reston	VA	22091	541280028	501c3	$11,001	support
Harding Home & Presidential Center
380 Mt Vernon Ave	Marion	OH	43302	314389673	501c3	$9,606	support
Heart of Ohio Homeless Shelter
326 West Fairground St	Marion	OH	43302	341585873	501c3	$21,975	support
Hope for Health Clinic
233 West Church ST	Marion	OH	43302	880842671	501c3	$10,000	support
Knowledge Academy
475 East Fairground St	Marion	OH	43302	800312134	501c3	$50,090	support
LifeCare Alliance
1699 West Mound St	Columbus	OH	43223	314379494	501c3	$16,000	support
Logos Christian Ministries
582 Lee St	Marion	OH	43302	270829040	church	$8,250	support
Marca Industries
2820 Harding Hwy East	Marion	OH	43302	310796766	501c3	$8,250	support
Marion Adolescent Pregnancy
1339 Mt Vernon Ave	Marion	OH	43302	311036853	501c3	$12,600	support
Marion Chamber of Commerce
267 West Center St	Marion	OH	43302	881193994	501c3	$11,500	support
Marion Area Humane Society
2264 Richland Rd	Marion	OH	43302	310946288	501c3	$13,421	support
Marion City Schools
100 Executive Dr	Marion	OH	43302	316400708	school	$6,896	support
Marion County Historical Society
169 E Church St	Marion	OH	43302	237403820	501c3	$67,702	support
Marion Crawford Prevention
222 West Center St	Marion	OH	43302	271358339	501c3	$10,000	support
Mrn Cty Brd of Developmental
2387 Harding Hwy East	Marion	OH	43302	316400076	government	$13,500	support
Mrn Cty Fed Women's Clubs
1126 East Center St	Marion	OH	43302	316049613	501c3	$17,985	support
Marion Family YMCA
645 Barks Rd East	Marion	OH	43302	314380058	501c3	$324,400	support
First Church of the Nazarene
233 West Church St	Marion	OH	43302		church	$5,600	support
MGH Foundation
1000 McKinley Park Drive	Marion	OH	43302	350868130	501c3	$55,000	support
Marion Goodwill Industries
340 West Fairground St	Marion	OH	43302	310908180	501c3	$13,580	support
Marion Matters
810 Kenton Ave	Marion	OH	43302	275464424	501c3	$31,470	support
Marion Public Library
445 East Church St	Marion	OH	43302	316400150	501c3	$20,742	support
Marion Technical College
1467 Mt Vernon Ave	Marion	OH	43302	310798878	school	$43,815	support
Marion Union Station
532 West Center St	Marion	OH	43302	341533374	501c3	$44,002	support
Mrn Victim Assistance Prog
233 Wet Center St	Marion	OH	43302	316400076	government	$26,400	support
Mobile Meals
1183 Bellefontaine Ave	Marion	OH	43302	310856371	501c3	$11,000	support
Stengel True Museum
504 S State Street	Marion	OH	43302	310629462	501c3	$18,140	support
MTC Foundation
1467 Mt Vernon Ave	Marion	OH	43302	341475294	501c3	$42,676	support
Ohio Govenor Dolly Parton
2168 Sutter Pkwy	Dublin	OH	43016	841826095	government	$23,071	support
Palace Cultural Arts Assoc
276 West Center St	Marion	OH	43302	341487749	501c3	$28,342	support
Peace and Freedom Committee
PO Box 995	Marion	OH	43302	261381334	501c3	$32,000	support
Pleasant Local School
1113 Owens Rd West	Marion	OH	43302	316400880	school	$5,685	support
River Valley Local School
197 Brocklesby Rd	Marion	OH	43302	316402823	school	$11,649	support
Salvation Army of Marion
317 West Church St	Marion	OH	43302	135562351	501c3	$10,982	support
St Mary Elementary School
274 N Prospect St	Marion	OH	43302	314379558	school	$21,548	support
St Mary Parish Marion
251 N Main St	Marion	OH	43302	314379558	church	$13,200	support
St Vincent de Paul Society
342 N Main St	Marion	OH	43302	264168377	501c3	$13,115	suppport
Terradise Nature Center
1536 Whetstone River Rd N	Caledonia	OH	43314	463311557	501c3	$7,500	support
Village of Prospect
139 N Main St	Prospect	OH	43342		government	$12,000	support
Third St Family Health Center
320 Executive Dr	Marion	OH	43302	310937618	501c3	$21,163	support
Tri-Rivers Career Center
2222 Marion Mt Gilead Rd	Marion	OH	43302	341586741	school	$10,381	support
Trinity Baptist Church
220 S Main St	Marion	OH	43302	314381388	church	$18,419	support
Worthington Christian Church
8145 N High St	Columbus	OH	43235	510156381	church	$15,000	support

Field	Value	IRS element (for citing)
Total501c3 Org	41	Total501c3OrgCnt
Total Other Org	16	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I Line 2	FormAndLineReferenceDesc
Explanation	In most cases, we distribute awarded grants on a semi-annual basis. We require quarterly reports to be submitted from the recepient organization informing us of their progress in meeting their program goals before receiving any subsequent payments. We conduct on-site visits and schedule conferences with program managers to insure compliance with our grant program criteria and compliance with the terms of the specific award.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$112,426	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11a 11b	A copy of form 990 is provided to each director for review either by paper or electronically. Each director is asked to review the draft and encouraged to ask questions. At a scheduled board meeting prior to the due date of form 990 the board approves the 990 for submission to the IRS.
Form 990, Part VI, Section B, Line 15b	Eachyear a committee composed of selected board members conducts a job performance review of the President/CEO. They gather comments from the entire board of directors, consult nationwide surveys of other similar foundations, and submit written questions to the President/CEO. The committee reviews the data and information, deliberates, and formulates recommendations for the entire board of directors to determine the compensation for the President/CEO.
Form 990, Part VI, Section C, Line 19	The governing documents and conflict of interest policies are available to the public at the organizations office upon request. The Financial statements per the year-end are available to the public on the organizations website.
Form 990, Part VI, Section B, Line 12c	Each year the directors are ask to provide any information that might indicate a conflict of interest with their involvement in their duties as directors of the Board. Also, at each board meeting, directors are ask to disclose if they have a conflict of interest with voting on any item on the agenda.