MARION COMMUNITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MARION COMMUNITY FOUNDATION (EIN 31-4446189)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-04-25
IRS object ID: 202501159349300835
Schema version: 2023v6.0
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	2025-04-25T10:36:25-00:00	ReturnTs
Tax Period End	2024-06-30	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	2023-07-01	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	Julie F Prettyman	PersonNm
Person Title	PresidentCEO	PersonTitleTxt
Phone	7403879704	PhoneNum
Signature	2025-04-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Diane L Mault	PreparerPersonNm
PTIN	P00238265	PTIN
Phone	7403892435	PhoneNum
Preparation	2025-04-25	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Julie F Prettyman	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	$5,388,504	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	6	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,046,274	PYContributionsGrantsAmt
CY Contributions Grants	$2,528,088	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,026,913	PYInvestmentIncomeAmt
CY Investment Income	$2,843,602	CYInvestmentIncomeAmt
PY Other Revenue	$20	PYOtherRevenueAmt
CY Other Revenue	$16,814	CYOtherRevenueAmt
PY Total Revenue	$3,073,207	PYTotalRevenueAmt
CY Total Revenue	$5,388,504	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,011,943	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,364,258	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$449,785	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$483,157	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$65,138	CYTotalFundraisingExpenseAmt
PY Other Expenses	$493,552	PYOtherExpensesAmt
CY Other Expenses	$508,894	CYOtherExpensesAmt
PY Total Expenses	$2,955,280	PYTotalExpensesAmt
CY Total Expenses	$3,356,309	CYTotalExpensesAmt
PY Revenues Less Expenses	$117,927	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,032,195	CYRevenuesLessExpensesAmt
Total Assets BOY	$60,204,324	TotalAssetsBOYAmt
Total Assets EOY	$67,652,949	TotalAssetsEOYAmt
Total Liabilities BOY	$5,536,598	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,240,816	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$54,667,726	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$61,412,133	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	$2,113,760	ExpenseAmt
Grant	$1,854,432	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	$582,970	ExpenseAmt
Grant	$509,826	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	$2,696,730	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	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
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
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	JULIE PRETTYMAN CEOPRESIDENT OF FOU	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

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

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

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$2,528,088	AllOtherContributionsAmt
Noncash Contributions	$149,001	NoncashContributionsAmt
Total Contributions	$2,528,088	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,313,482	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,530,120	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,530,120	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,530,120	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other misc income	Desc
Total Revenue Column	$16,814	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$16,814	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,388,504	TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,364,258	TotalAmt
Program Services	$2,364,258	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	$135,823	TotalAmt
Program Services	$67,911	ProgramServicesAmt
Management And General	$40,747	ManagementAndGeneralAmt
Fundraising	$27,165	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	$282,600	TotalAmt
Program Services	$129,877	ProgramServicesAmt
Management And General	$127,363	ManagementAndGeneralAmt
Fundraising	$25,360	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	$32,527	TotalAmt
Program Services	$5,783	ProgramServicesAmt
Management And General	$24,562	ManagementAndGeneralAmt
Fundraising	$2,182	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$32,207	TotalAmt
Program Services	$13,020	ProgramServicesAmt
Management And General	$16,364	ManagementAndGeneralAmt
Fundraising	$2,823	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	$34,139	TotalAmt
Management And General	$34,139	ManagementAndGeneralAmt

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	$292,667	TotalAmt
Management And General	$292,667	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$34,073	TotalAmt
Program Services	$32,369	ProgramServicesAmt
Fundraising	$1,704	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,157	TotalAmt
Program Services	$12,010	ProgramServicesAmt
Management And General	$4,289	ManagementAndGeneralAmt
Fundraising	$858	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$56,831	TotalAmt
Program Services	$39,782	ProgramServicesAmt
Management And General	$14,207	ManagementAndGeneralAmt
Fundraising	$2,842	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$18,666	TotalAmt
Program Services	$13,066	ProgramServicesAmt
Management And General	$4,667	ManagementAndGeneralAmt
Fundraising	$933	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$44	TotalAmt
Program Services	$31	ProgramServicesAmt
Management And General	$11	ManagementAndGeneralAmt
Fundraising	$2	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	$3,675	TotalAmt
Management And General	$3,675	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,698	TotalAmt
Program Services	$7,489	ProgramServicesAmt
Management And General	$2,674	ManagementAndGeneralAmt
Fundraising	$535	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Dues	$12,766	$8,936	$3,192	$638
Other Misc Exp	$5,909	$2,198	$3,615	$96
CEO transition	$22,269		$22,269

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,356,309	TotalAmt
Program Services	$2,696,730	ProgramServicesAmt
Management And General	$594,441	ManagementAndGeneralAmt
Fundraising	$65,138	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,975,427	BOYAmt
EOY	$3,595,190	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$22,996	BOYAmt
EOY	$21,435	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$46,089	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$41,489	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,275	BOYAmt
EOY	$4,600	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$57,197,626	BOYAmt
EOY	$64,031,724	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$60,204,324	BOYAmt
EOY	$67,652,949	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,012	BOYAmt
EOY	$33,450	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$593,610	BOYAmt
EOY	$635,273	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,912,976	BOYAmt
EOY	$5,572,093	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,536,598	BOYAmt
EOY	$6,240,816	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	$54,667,726	BOYAmt
EOY	$61,412,133	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$54,667,726	BOYAmt
EOY	$61,412,133	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$60,204,324	BOYAmt
EOY	$67,652,949	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,032,195	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,712,212	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	$1,058,881	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,785,075	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,941,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,046,274	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,528,088	CurrentTaxYearAmt
Total	$11,359,773	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,058,881	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,785,075	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,941,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,046,274	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,528,088	CurrentTaxYearAmt
Total	$11,359,773	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$11,359,773	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,031,668	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$846,791	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,392,819	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,240,629	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,313,482	CurrentTaxYearAmt
Total	$5,825,389	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,945	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$839	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$20	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,814	CurrentTaxYearAmt
Total	$20,618	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$17,205,780	TotalSupportAmt
Public Support CY170	0.66020	PublicSupportCY170Pct
Public Support PY170	0.72650	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	72	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	614	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$314,408	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$2,213,680	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$315,756	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$1,538,676	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$14,976,174	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$52,008,052	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	$54,667,726	BeginningYearBalanceAmt
Contributions	$2,528,088	ContributionsAmt
Investment Earnings Or Losses	$7,555,814	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,364,258	GrantsOrScholarshipsAmt
Other Expenditures	$397,611	OtherExpendituresAmt
Administrative Expenses	$577,626	AdministrativeExpensesAmt
End Year Balance	$61,412,133	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

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	$6,443	DepreciationAmt
Book Value	$2,061	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,585	OtherCostOrOtherBasisAmt
Depreciation	$35,046	DepreciationAmt
Book Value	$2,539	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,600	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	$5,572,093

Field	Value	IRS element (for citing)
Total Liability	$5,572,093	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,100,716	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,712,212	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$4,712,212	RevenueNotReportedAmt
Revenue Subtotal	$5,388,504	RevenueSubtotalAmt
Total Revenue Per Form990	$5,388,504	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,356,309	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$3,356,309	ExpensesSubtotalAmt
Total Expenses Per Form990	$3,356,309	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
X 2	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 classified by the Internal Revenue Services as other than a private foundation and, as a result, a provision for taxes is not required. the Foundation follows ASC No. 740-10 Accounting for Uncertainty in Income Taxes. The Foundation records interest and penalties, if any, in interest expense and other expense, respectively, in the statements of activities and changes in net assets. The Foundation did not have any interest or penalties related to taxes during the year. The Foundation has no uncertain tax positions as of June 30, 2024 and 2023.
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 grants and scholarships
X 2	The foundation follows ASC No 958-324-25 recongnition 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.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALS United Ohio
1170 Old Henderson Rd Suite 221	Columbus	OH	43220	311235704	501c3	$6,000	support
American Red Cross
1849 Summerset Dr	Marion	OH	43302	530196605	501c3	$5,216	support
Black Heritage Council
485 N Grand Ave	Marion	OH	43302	341597574	501c3	$27,000	support
Boys & Girls Club of Marion
565 Oak St	Marion	OH	43302	314387575	501c3	$54,226	support
Buckeye Ridge Habitat
1713 Marion Mt Gilead Rd	Marion	OH	43302	311402513	501c3	$29,347	support
Cancer Coalition of NC Ohio
300 W Spring St	Columbus	OH	43215	874303645	501c3	$7,500	support
Centenary Methodist Church
615 Morris Dr	Cutler	OH	45724	341411182	church	$15,177	support
Central Christian Church
421 Mt Vernon Ave	Marion	OH	43302	314389669	church	$14,432	support
Center St Community Clinic
136 West Center St	Marion	OH	43302	341751179	501c3	$28,132	support
Cents for Shoes
249 East Center St	Marion	OH	43302	462355866	501c3	$6,531	support
Delaware Bible Church
45 Belle Ave	Delaware	OH	43015		church	$10,000	support
Downtown Marion Inc
267 West Center St	Marion	OH	43302	263387758	501c3	$13,991	support
Emanuel Lutheran Church
241 S Prospect St	Marion	OH	43302	314392604	church	$45,099	support
Epworth United Methodist
249 East Center St	Marion	OH	43302	314379462	church	$129,394	support
Federation of Women's Clubs
1126 East Center St	Marion	OH	43302	316049613	501c3	$57,394	support
Heart of Ohio Homeless Shelter
326 West Fairgound St	Marion	OH	43302	341585873	501c3	$30,977	support
Jain Center of Central Ohio
6651 South Old State Road	Lewis Center	OH	43035	311336126	church	$13,820	support
Leapin' Outreach Center
150 Court St	Marion	OH	43302	264719113	501c3	$5,642	support
Legal Aid Society
150 Oak St	Marion	OH	43302	314416407	501c3	$5,355	Support
LifeCare Alliance
1699 West Mound St	Columbus	OH	43233	314379494	501c3	$10,000	support
Luke 3 11 Ministries
499 Ballentine Ave	Marion	OH	43302	843566119	501c3	$9,250	support
Marion Area Chamber Foundation
267 W Center St Suite 200	Marion	OH	43302	881193994	501c3	$30,000	support
Marion Area Humane Society
2264 Richland Rd	Marion	OH	43302	310946288	501c3	$26,095	support
Marion Cemetery Assoc
620 Delaware Ave	Marion	OH	43302	314243100	501c3	$18,000	support
Marion City Schools
100 Executive Dr	Marion	OH	43302	316400708	school	$6,777	support
Marion County Children's Services
1680 Marion Waldo Rd	Marion	OH	43302	311031968	501c3	$8,000	support
Marion County Historial Society
169 E Church St	Marion	OH	43302	237403820	501c3	$20,578	support
Marion Crawford Prevention
222 West Center St	Marion	OH	43302	271358339	501c3	$10,000	support
Mrn Cty Brd Developmental Disabilities
2387 Harding Hwy East	Marion	OH	43302	316400076	501c3	$33,411	support
Marion Family YMCA
945 Barks Rd E	Marion	OH	43302	311880058	501c3	$211,747	support
First Church of the Nazarene
233 West Church St	Marion	OH	43302		church	$12,545	support
Marion Matters
810 Kenton Ave	Marion	OH	43302	275464424	501c3	$24,489	support
Marion Municipal Court
233 West Center St	Marion	OH	43302	316400233	government	$7,806	support
Marion Public Library
445 East Church St	Marion	OH	43302	316400150	501c3	$5,486	support
Marion Senior Citizens Assoc
2375 Harding Hwy East	Marion	OH	43302	311044835	501c3	$5,955	support
Marion Technical College
1467 Mr Vernon Ave	Marion	OH	43302	310798878	school	$55,731	support
Marion Union Station Assoc
532 West Center St	Marion	OH	43302	341533374	501c3	$50,645	support
Marion Victim Assistance Program
233 West Center St	Marion	OH	43302	316400076	government	$19,700	support
Marion Voices Folklife
PO Box 489	Caledonia	OH	43314	871408176	501c3	$5,000	support
Mobile Meals of Marioon Ctf
1183 Bellefontaine Ave	Marion	OH	43302	310856371	501c3	$18,000	support
MPACT Marion Community & Police
233 West Center St	Marion	OH	43302	316400233	170c1	$5,000	support
Stengel True Museum
504 S State St	Marion	OH	43302	310629462	501c3	$166,884	support
NAMI Marion & Crawford
142 S Prospect St	Marion	OH	43302	311583180	501c3	$15,000	support
Ohio Governor Dolly Parton
2168 Sutter Pkwy	Dublin	OH	43018	841826095	government	$31,337	support
Ohio Heartland Community Action
PO Box 779	Marion	OH	43302	340978820	501c3	$10,000	support
Ohio History Connection
380 Mt Vernon Ave	Marion	OH	43302	314389673	501c3	$22,693	support
Palace Cultural Arts
276 West Center St	Marion	OH	43302	341487749	501c3	$98,510	support
Peace and Freedom Committee
PO Box 995	Marion	OH	43302	261381334	501c3	$28,530	support
Pleasant Local School
1138 Owens Rd West	Marion	OH	43302	316400880	school	$6,808	support
Prairie Parks Foundation
222 West Center St	Marion	OH	43302	341844093	501c3	$16,365	support
River Valley Local Schools
197 Brocklesby Rd	Marion	OH	43302	516402823	school	$7,656	support
Salvation Army of Marion
317 West Church St	Marion	OH	43302	135562351	501c3	$6,256	support
St Mary Elementary School
274 N Prospect St	Marion	OH	43302	314379558	school	$20,941	support
St Mary Parish
251 N Main St	Marion	OH	43302	314379558	church	$20,155	support
St Vincent dePaul
342 N Main St	Marion	OH	43302	264168377	501c3	$17,264	support
The Ohio State University
1465 Mt Vernon Ave	Marion	OH	43302	316025986	school	$125,000	support
Thiel College of Greenville
75 College Ave	Greenville	PA	16125		school	$8,512	support
Tri-Rivers Career Center
2222 Marion Mt Gilead Rd	Marion	OH	43302	341586741	school	$17,677	support
Trinity Baptist
220 S Main St	Marion	OH	43302	344381388	church	$5,589	support
United Way of North Central OH
1798 Marion Cardington Rd E	Marion	OH	43302	310641236	501c3	$34,822	support
Voice Of Hope Pregnancy
217 West Center St	Marion	OH	43302	341601965	501c3	$6,000	suppport
Wings of An Angel
2814 Gooding Rd	Marion	OH	43302	453435623	501c3	$6,000	support
Worthington Christian Church
8145 N High St	Columbus	OH	43235	510156381	church	$60,000	support

Field	Value	IRS element (for citing)
Total501c3 Org	47	Total501c3OrgCnt
Total Other Org	16	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I Line ll	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	12	ContributionCnt
Noncash Contributions Rpt F990	$149,001	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.