MARION COMMUNITY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARION COMMUNITY FOUNDATION (EIN 31-4446189)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-10
- IRS object ID
- 202040419349300814
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-10T10:22:33-00:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-07-01 | 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 JACOB | PersonNm |
| Person Title | PresidentCEO | PersonTitleTxt |
| Signature | 2020-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane L Mault | PreparerPersonNm |
| Phone | 7403892435 | PhoneNum |
| Preparation | 2020-02-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.210.78.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-10 | IPDt |
| IP Tm | 14:41:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C5443AAC7D554CCF7B8229A92B2C37C1008EDD1B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D90BDE0D4E2B367B9DC9DC667C97F4665291B6B3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $8,313,103 | 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 Marion Community Foundation is organized exclusively for charitable, scientific, literary, and educational purposes. The Marion Community Foundation is dedicated to fostering philanthropy by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,149,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,866,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $530 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,796,265 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,367,978 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,661 | PYOtherRevenueAmt |
| CY Other Revenue | $46,148 | CYOtherRevenueAmt |
| PY Total Revenue | $4,000,510 | PYTotalRevenueAmt |
| CY Total Revenue | $8,284,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,449,488 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,368,093 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $311,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $322,272 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,537 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $466,965 | PYOtherExpensesAmt |
| CY Other Expenses | $490,694 | CYOtherExpensesAmt |
| PY Total Expenses | $2,228,170 | PYTotalExpensesAmt |
| CY Total Expenses | $2,181,059 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,772,340 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,103,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,405,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,931,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,923,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,939,520 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,482,099 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,992,413 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Marion Community Foundation is dedicated to fostering philanthropy consistent with community values by providing a vehicle for planned giving through acceptance, management and distribution of endowed funds in accordance with the wishes of our donors. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,139,804 | ExpenseAmt |
| Grant | $977,117 | 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 | $465,554 | ExpenseAmt |
| Grant | $390,976 | 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 |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,965 | ExpenseAmt |
| Desc | Like many small legacy cities in Ohio, Marion has suffered for many years from a negative self-image, which has resulted in brain-drain, loss of businesses, and a lower quality of life for residents. This, in turn, reduces tax revenue, lowers educational outcomes, and diminishes revenues for charities and non-profits, including Marion Community Foundation. MarionMade is a program that promotes a positive self-image about our communitys people, places, products, and programs. This program is intended to reverse the trends described above in order to rebound and grow the communitys pride, thereby increasing benefits to the communitys citizens and charities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,628,323 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 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 |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Kathy Goodman | |||||||
| Director/Secretary | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Scott Knowles | |||||||
| Director/Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Nicole Workman | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicolle Wampler | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Kim Stark-Schilling | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Ryan McCall | |||||||
| Director/ | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeremy Dunn | |||||||
| Director/Vice Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Fran Voll | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Megan Queen | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Kiger | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Speelman | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Luke Henry | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| John Bartram | |||||||
| Director/ Past Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Deborah Alspach | |||||||
| Director/Chair | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tom Clark III | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Dean Jacob | |||||||
| President/CEO | 040.00 | $104,827 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,827 | 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 | $5,866,984 | AllOtherContributionsAmt |
| Noncash Contributions | $3,120,046 | NoncashContributionsAmt |
| Total Contributions | $5,866,984 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MarionMade Revenue | Desc |
| Total Revenue Column | $3,880 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $966,905 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,401,073 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,401,073 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,401,073 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,098 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $28,113 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,985 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other misc income | Desc |
| Total Revenue Column | $163 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,284,990 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,093 | TotalAmt |
| Program Services | $1,368,093 | 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 | $111,932 | TotalAmt |
| Program Services | $55,671 | ProgramServicesAmt |
| Management And General | $33,403 | ManagementAndGeneralAmt |
| Fundraising | $22,858 | 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 | $156,154 | TotalAmt |
| Program Services | $64,995 | ProgramServicesAmt |
| Management And General | $77,860 | ManagementAndGeneralAmt |
| Fundraising | $13,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,435 | TotalAmt |
| Management And General | $8,435 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,191 | TotalAmt |
| Program Services | $3,741 | ProgramServicesAmt |
| Management And General | $18,559 | ManagementAndGeneralAmt |
| Fundraising | $891 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,560 | TotalAmt |
| Program Services | $10,327 | ProgramServicesAmt |
| Management And General | $8,546 | ManagementAndGeneralAmt |
| Fundraising | $3,687 | 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 | $30,516 | TotalAmt |
| Management And General | $30,516 | 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 | $275,723 | TotalAmt |
| Management And General | $275,723 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,951 | TotalAmt |
| Program Services | $30,353 | ProgramServicesAmt |
| Fundraising | $1,598 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,399 | TotalAmt |
| Program Services | $6,924 | ProgramServicesAmt |
| Management And General | $2,896 | ManagementAndGeneralAmt |
| Fundraising | $579 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,279 | TotalAmt |
| Program Services | $27,495 | ProgramServicesAmt |
| Management And General | $9,820 | ManagementAndGeneralAmt |
| Fundraising | $1,964 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,909 | TotalAmt |
| Program Services | $14,637 | ProgramServicesAmt |
| Management And General | $5,227 | ManagementAndGeneralAmt |
| Fundraising | $1,045 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839 | TotalAmt |
| Program Services | $587 | ProgramServicesAmt |
| Management And General | $210 | ManagementAndGeneralAmt |
| Fundraising | $42 | 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 | $1,890 | TotalAmt |
| Program Services | $1,323 | ProgramServicesAmt |
| Management And General | $472 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
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 | $2,752 | TotalAmt |
| Management And General | $2,752 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,186 | TotalAmt |
| Program Services | $6,430 | ProgramServicesAmt |
| Management And General | $2,297 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $12,981 | $9,087 | $3,245 | $649 |
| Other Misc Exp | $2,715 | $1,901 | $679 | $135 |
| Copying | $5,420 | $3,794 | $1,355 | $271 |
| MarionMade Expenses | $45,930 | $22,965 | $22,965 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204 | TotalAmt |
| Management And General | $204 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,059 | TotalAmt |
| Program Services | $1,628,323 | ProgramServicesAmt |
| Management And General | $482,199 | ManagementAndGeneralAmt |
| Fundraising | $70,537 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,764 | BOYAmt |
| EOY | $923,292 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,853 | BOYAmt |
| EOY | $23,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,944 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,825 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,964 | BOYAmt |
| EOY | $9,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,199,839 | BOYAmt |
| EOY | $49,975,246 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,405,420 | BOYAmt |
| EOY | $50,931,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,158 | BOYAmt |
| EOY | $15,512 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,255 | BOYAmt |
| EOY | $622,658 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,312,908 | BOYAmt |
| EOY | $4,301,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,923,321 | BOYAmt |
| EOY | $4,939,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,482,099 | BOYAmt |
| EOY | $45,992,413 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,482,099 | BOYAmt |
| EOY | $45,992,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,405,420 | BOYAmt |
| EOY | $50,931,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,103,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $406,383 | 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 | $643,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $618,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $972,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,866,984 | CurrentTaxYearAmt |
| Total | $9,250,203 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $618,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $972,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,866,984 | CurrentTaxYearAmt |
| Total | $9,250,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,250,203 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,003,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $631,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $757,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $966,905 | CurrentTaxYearAmt |
| Total | $4,223,916 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,026 | CurrentTaxYearAmt |
| Total | $115,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,590,002 | TotalSupportAmt |
| Public Support CY170 | 0.68070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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 | 44 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 345 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $175,370 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,691,614 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $445,396 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $531,721 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,196,442 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $32,795,971 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,363,435 | BeginningYearBalanceAmt |
| Contributions | $1,243,714 | ContributionsAmt |
| Investment Earnings Or Losses | $3,142,587 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,449,488 | GrantsOrScholarshipsAmt |
| Other Expenditures | $373,513 | OtherExpendituresAmt |
| Administrative Expenses | $444,636 | AdministrativeExpensesAmt |
| End Year Balance | $39,482,099 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,438,345 | BeginningYearBalanceAmt |
| Contributions | $975,868 | ContributionsAmt |
| Investment Earnings Or Losses | $3,916,863 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,266,414 | GrantsOrScholarshipsAmt |
| Other Expenditures | $264,454 | OtherExpendituresAmt |
| Administrative Expenses | $436,773 | AdministrativeExpensesAmt |
| End Year Balance | $37,363,435 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,953,442 | BeginningYearBalanceAmt |
| Contributions | $618,280 | ContributionsAmt |
| Investment Earnings Or Losses | -$202,089 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,283,968 | GrantsOrScholarshipsAmt |
| Other Expenditures | $310,164 | OtherExpendituresAmt |
| Administrative Expenses | $337,156 | AdministrativeExpensesAmt |
| End Year Balance | $34,438,345 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,123,289 | BeginningYearBalanceAmt |
| Contributions | $649,719 | ContributionsAmt |
| Investment Earnings Or Losses | -$300,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,902,448 | GrantsOrScholarshipsAmt |
| Other Expenditures | $287,704 | OtherExpendituresAmt |
| Administrative Expenses | $328,789 | AdministrativeExpensesAmt |
| End Year Balance | $35,953,442 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,156 | DepreciationAmt |
| Book Value | $593 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,933 | DepreciationAmt |
| Book Value | $9,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,855 | 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 | $4,301,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,301,350 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,691,375 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $406,385 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $406,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,284,990 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,284,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,181,059 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,181,059 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,181,059 | 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 grants 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 5019C3 of the Internal Revenue Code and classified 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 No. 740-10 Accounting for Uncertainity in Income Taxes. The Foundation has no uncertain tax positions as of June 30, 2018. |
| 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 contribuion 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $74,098 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $74,098 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,936 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $333 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,144 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $74,098 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $74,098 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,936 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $333 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,144 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,113 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,985 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Centenary United Methodist Church | |||||||
| 615 Morris Dr | Cutler | OH | 45724 | 341411182 | church | $14,204 | charitable purpose |
| Marion County Historical Society | |||||||
| 269 E Church St | Marion | OH | 43302 | 237403820 | 501c3 | $20,140 | charitable purposes |
| Palace Culltural Arts Assoc | |||||||
| 276 West Center St | Marion | OH | 43302 | 237456843 | 501c3 | $51,082 | charitable purposes |
| Downtown Marion Inc | |||||||
| 267 West Center St | Marion | OH | 43302 | 263387758 | 501c3 | $20,579 | charitable purposes |
| Marion Matters | |||||||
| 790 Kenton Ave | Marion | OH | 43302 | 275464424 | 501c3 | $42,248 | charitable purposes |
| Stengel True Museum | |||||||
| 504 S State Street | Marion | OH | 43302 | 310629462 | 501c3 | $42,927 | charitable purposes |
| Marion Speech & Hearing Center | |||||||
| 1199 Delaware Ave | Marion | OH | 43302 | 310747800 | 501c3 | $144,998 | charitable purposes |
| Marion Technical College | |||||||
| 1467 Mt Vernon Ave | Marion | OH | 43302 | 310798878 | Govt | $98,822 | charitable purposes |
| Ohio Coalition for Education | |||||||
| 165 W Center St | Marion | OH | 43302 | 310932170 | 501c3 | $5,000 | charitable purposes |
| Marion Area Counseling Center | |||||||
| 320 Executive Dr | Marion | OH | 43302 | 310937618 | 501c3 | $39,125 | charitable purposes |
| Marion Area Humane Society | |||||||
| 2264 Richland Rd | Marion | OH | 43302 | 310946288 | 501c3 | $21,944 | charitable purposes |
| Marion Adolescent Pregnancy Program | |||||||
| 498 North Main St | Marion | OH | 43302 | 311036853 | 501c3 | $5,268 | charitable purposes |
| Buckeye Ridge Habitat | |||||||
| 1713 Marion Mt Gilead Rd | Marion | OH | 43302 | 311402513 | 501c3 | $30,000 | charitable purposes |
| Boys & Girls Club Marion County | |||||||
| 565 Oak St | Marion | OH | 43302 | 311423275 | 501c3 | $40,658 | charitable purposes |
| Epworth United Methodist Church | |||||||
| 249 East Center St | Marion | OH | 43302 | 314379462 | 501c3 | $20,049 | charitable purposes |
| Marion Family YMCA | |||||||
| 645 Barks Rd East | Marion | OH | 43302 | 314380058 | 501c3 | $249,411 | charitable purposes |
| Central Christian Church | |||||||
| 421 Mt Vernon Ave | Marion | OH | 43302 | 314389669 | church | $14,204 | charitable purposes |
| Ohio History Connection | |||||||
| 800 East 17th Ave | Columbus | OH | 43211 | 314389673 | 501c3 | $61,150 | charitable purposes |
| Emanuel Luthern Church | |||||||
| 241 S Propsect St | Marion | OH | 43302 | 314392604 | 501c3 | $74,679 | charitable purposes |
| Ohio State University Marion | |||||||
| 1465 Mt Vernon Ave | Marion | OH | 43302 | 316025986 | Govt | $5,966 | charitable purposes |
| Marion Cty Federation of Women's Club Inc | |||||||
| 1126 East Center St | Marion | OH | 43302 | 316049613 | 501c3 | $11,870 | charitable purposes |
| Marion Shelter Program Inc | |||||||
| 326 West Fairground st | Marion | OH | 43302 | 341585873 | 501c3 | $10,188 | charitable purposes |
| Center St Community Health Clinic | |||||||
| 136 West Center St | Marion | OH | 43302 | 341751179 | 501c3 | $18,425 | charitable purposes |
| Wings of an Angel | |||||||
| 1354 Owens Rd West | Marion | OH | 43302 | 453435623 | 501c3 | $5,000 | charitable purposes |
| Worthington Christian Church | |||||||
| 8145 North High St | Columbus | OH | 43235 | 510156381 | church | $10,000 | charitable purposes |
| Marion Public Library | |||||||
| 445 East Church St | Marion | OH | 43302 | 316400150 | Gov | $15,235 | charitable purposes |
| St Mary Parish | |||||||
| 251 N Main St | Marion | OH | 43302 | 314379558 | church | $6,320 | charitable purposes |
| MARCA Industries Inc | |||||||
| 2465 Harding Hwy East | Marion | OH | 43302 | 310796766 | 501c3 | $25,000 | charitable purposes |
| Prospect Park Commission | |||||||
| Box 426 | Prospect | OH | 43342 | Gov | $35,000 | charitable purposes | |
| Columbus Foundation | |||||||
| 1234 East Broad St | Columbus | OH | 43302 | 316044264 | 501c3 | $10,000 | to establish fund |
| Father Fred Furey Sch Fund | |||||||
| 274 N Prospect St | Marion | OH | 43302 | 341839511 | 501c3 | $13,515 | charitable purposes |
| Union CountyHealth Department | |||||||
| 940 London Ave | Marysville | OH | 43040 | Gov Health | $5,072 | charitable purposes | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
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 receipent 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 compiance 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 | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,120,046 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 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. |
Comments