MARION COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARION COMMUNITY FOUNDATION (EIN 31-4446189)
Tax period
2024-07-31 to 2025-06-30
Filed
2025-12-22
IRS object ID
202513569349301201
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-22T09:39:50-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310998651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLBROOK & MANTER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1103 PROFESSIONAL PARKWAYAddressLine1Txt
CityMARYSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-31TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN314446189EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARION COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone7403879704PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1504 SOUTH STATE STREETAddressLine1Txt
CityMARIONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE PRETTYMANPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone7403879704PhoneNum
Signature2025-12-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A WELP CPAPreparerPersonNm
PTINP01856047PTIN
Phone9376448175PhoneNum
Preparation2025-12-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE PRETTYMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1504 S STATE STREETAddressLine1Txt
CityMARIONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43302ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,081,739GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MARIONCOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers34TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,528,088PYContributionsGrantsAmt
CY Contributions Grants$2,571,678CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,843,602PYInvestmentIncomeAmt
CY Investment Income$4,420,760CYInvestmentIncomeAmt
PY Other Revenue$16,814PYOtherRevenueAmt
CY Other Revenue$89,301CYOtherRevenueAmt
PY Total Revenue$5,388,504PYTotalRevenueAmt
CY Total Revenue$7,081,739CYTotalRevenueAmt
PY Grants And Similar Paid$2,364,258PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,465,006CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$483,157PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$515,749CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$110,749CYTotalFundraisingExpenseAmt
PY Other Expenses$508,894PYOtherExpensesAmt
CY Other Expenses$541,384CYOtherExpensesAmt
PY Total Expenses$3,356,309PYTotalExpensesAmt
CY Total Expenses$3,522,139CYTotalExpensesAmt
PY Revenues Less Expenses$2,032,195PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,559,600CYRevenuesLessExpensesAmt
Total Assets BOY$67,652,949TotalAssetsBOYAmt
Total Assets EOY$74,988,351TotalAssetsEOYAmt
Total Liabilities BOY$6,240,816TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,667,514TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,412,133NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,320,837NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,171,429ExpenseAmt
Grant$1,695,085GrantAmt
DescGRANT PROGRAM. CONSISTENT WITH THE ORGANIZATION'S MISSION, EACH YEAR GRANTS ARE AWARDED THROUGH A GRANT APPLICATION PROCESS FROM THE ORGANIZATION'S ENDOWMENT FUNDS IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY AND THE WISHES OF THE DONORS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$901,295ExpenseAmt
Grant$769,921GrantAmt
DescSCHOLORSHIP 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
FieldValueIRS element (for citing)
Total Program Service Expenses$3,072,724TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJULIE PRETTYMANPersonNm
Phone7403879704PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1504 S STATE STREETAddressLine1Txt
CityMARIONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43302ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
JULIE PRETTYMAN
PRESIDENT/CE40.00Yes (X)$122,500$0$8,090
DR DEEPIKA BATHINI
MEMBER1.00$0$0$0Yes (X)
KATHLEEN CLARK
MEMBER1.00$0$0$0Yes (X)
JOANNE DEMO-HODGINS
MEMBER1.00$0$0$0Yes (X)
MATTHEW FRERICKS
SECRETARY1.00$0$0$0Yes (X)Yes (X)
JESSA GARY
MEMBER1.00$0$0$0Yes (X)
GRANT GATES
VICE CHAIR1.00$0$0$0Yes (X)Yes (X)
JACOB JOHNSTON
MEMBER1.00$0$0$0Yes (X)
SCOTT KNOWLES
MEMBER1.00$0$0$0Yes (X)
JENNIFER LAWSON
MEMBER1.00$0$0$0Yes (X)
SPENCER MATHEWS
TREASURER1.00$0$0$0Yes (X)Yes (X)
RYAN MCCALL
MEMBER1.00$0$0$0Yes (X)
JACQUELINE PETERSON
MEMBER1.00$0$0$0Yes (X)
THOMAS SCHIFER
MEMBER1.00$0$0$0Yes (X)
ERIN SLATER
MEMBER1.00$0$0$0Yes (X)
KEVIN SMITH
CHAIR1.00$0$0$0Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,500TotalReportableCompFromOrgAmt
Total Other Compensation$8,090TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,571,678AllOtherContributionsAmt
Noncash Contributions$181,729NoncashContributionsAmt
Total Contributions$2,571,678TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,899,330TotalRevenueColumnAmt
Related Or Exempt Func Income$1,899,330RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$2,521,430OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$2,521,430OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,521,430TotalRevenueColumnAmt
Related Or Exempt Func Income$2,521,430RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$89,301TotalRevenueColumnAmt
Related Or Exempt Func Income$89,301RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$89,301OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,081,739TotalRevenueColumnAmt
Related Or Exempt Func Income$4,510,061RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,465,006TotalAmt
Program Services$2,465,006ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$439,326TotalAmt
Program Services$185,956ProgramServicesAmt
Management And General$191,841ManagementAndGeneralAmt
Fundraising$61,529FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$40,484TotalAmt
Program Services$24,793ProgramServicesAmt
Management And General$11,727ManagementAndGeneralAmt
Fundraising$3,964FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,939TotalAmt
Program Services$15,212ProgramServicesAmt
Management And General$15,694ManagementAndGeneralAmt
Fundraising$5,033FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,560TotalAmt
Management And General$37,560ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,813TotalAmt
Program Services$22,813ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,347TotalAmt
Program Services$11,443ProgramServicesAmt
Management And General$4,087ManagementAndGeneralAmt
Fundraising$817FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$65,156TotalAmt
Program Services$45,609ProgramServicesAmt
Management And General$16,289ManagementAndGeneralAmt
Fundraising$3,258FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,896TotalAmt
Program Services$13,227ProgramServicesAmt
Management And General$4,724ManagementAndGeneralAmt
Fundraising$945FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$64TotalAmt
Program Services$45ProgramServicesAmt
Management And General$16ManagementAndGeneralAmt
Fundraising$3FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,552TotalAmt
Management And General$2,552ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,559TotalAmt
Program Services$8,091ProgramServicesAmt
Management And General$2,890ManagementAndGeneralAmt
Fundraising$578FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INVESTMENT FEES$334,923$267,939$33,492$33,492
DUES AND SUBSCRIPTIONS$13,924$9,747$3,481$696
OTHER$13,701$120$13,341$240
PROFESSIONAL DEVELOPMENT$3,889$2,723$972$194

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,522,139TotalAmt
Program Services$3,072,724ProgramServicesAmt
Management And General$338,666ManagementAndGeneralAmt
Fundraising$110,749FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,595,190BOYAmt
EOY$3,518,365EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,435BOYAmt
EOY$12,059EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$46,089LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$44,041LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,600BOYAmt
EOY$2,048EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$64,031,724BOYAmt
EOY$71,455,879EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$67,652,949BOYAmt
EOY$74,988,351EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,450BOYAmt
EOY$20,112EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$635,273BOYAmt
EOY$620,287EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,572,093BOYAmt
EOY$6,027,115EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,240,816BOYAmt
EOY$6,667,514EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$61,412,133BOYAmt
EOY$68,320,837EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,412,133BOYAmt
EOY$68,320,837EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,652,949BOYAmt
EOY$74,988,351EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,559,600ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,349,104NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,785,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,941,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,046,274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,528,088CurrentTaxYearMinus1YearAmt
Current Tax Year$2,571,678CurrentTaxYearAmt
Total$12,872,570TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,785,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,941,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,046,274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,528,088CurrentTaxYearMinus1YearAmt
Current Tax Year$2,571,678CurrentTaxYearAmt
Total$12,872,570TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$12,872,570PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$846,791CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,392,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,240,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,313,482CurrentTaxYearMinus1YearAmt
Current Tax Year$1,899,330CurrentTaxYearAmt
Total$6,693,051TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$20CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,814CurrentTaxYearMinus1YearAmt
Current Tax Year$89,301CurrentTaxYearAmt
Total$106,974TotalAmt
FieldValueIRS element (for citing)
Total Support$19,672,595TotalSupportAmt
Gross Receipts Rltd Activities$1,988,631GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65430PublicSupportCY170Pct
Public Support PY1700.72650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
Explanation106,974ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held75DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held678FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$311,986DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,164,563FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$234,073DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,839,894FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$16,070,691DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$58,244,131FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,412,133BeginningYearBalanceAmt
Contributions$2,571,678ContributionsAmt
Investment Earnings Or Losses$7,769,864InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,465,006GrantsOrScholarshipsAmt
Other Expenditures$718,467OtherExpendituresAmt
Administrative Expenses$249,365AdministrativeExpensesAmt
End Year Balance$68,320,837EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,667,726BeginningYearBalanceAmt
Contributions$2,528,088ContributionsAmt
Investment Earnings Or Losses$7,555,814InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,364,258GrantsOrScholarshipsAmt
Other Expenditures$397,611OtherExpendituresAmt
Administrative Expenses$577,626AdministrativeExpensesAmt
End Year Balance$61,412,133EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,932,229BeginningYearBalanceAmt
Contributions$2,785,075ContributionsAmt
Investment Earnings Or Losses$11,876,827InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,873,123GrantsOrScholarshipsAmt
Other Expenditures$279,828OtherExpendituresAmt
Administrative Expenses$543,075AdministrativeExpensesAmt
End Year Balance$57,898,105EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,504OtherCostOrOtherBasisAmt
Depreciation$8,144DepreciationAmt
Book Value$360BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,585OtherCostOrOtherBasisAmt
Depreciation$35,897DepreciationAmt
Book Value$1,688BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,048TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY LIABILITIESDesc
Amt$6,027,115Amt
FieldValueIRS element (for citing)
Total Liability$6,027,115TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,430,843TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,349,104NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,349,104RevenueNotReportedAmt
Revenue Subtotal$7,081,739RevenueSubtotalAmt
Total Revenue Per Form990$7,081,739TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,522,139TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,522,139ExpensesSubtotalAmt
Total Expenses Per Form990$3,522,139TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4TO ENHANCE THE QUALITY OF LIFE FOR THE MARION, OHIO AREA BY FOSTERING PHILANTHROPY AND PROVIDING A VEHICLE FOR GIVING THROUGH CHARITABLE GRANTS AND SCHOLOARSHIPS.
SCHEDULE D, PAGE 3, PART XTHE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) 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 UNCERTAINTY IN INCOME TAXES. THE FOUNDATION RECORDS INTERES AND PENALTIES, IF ANY, IN INTEREST EXPENSE AND OTHER EXPENSE, RESPECITIVELY, 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, 2025 AND 2024.
SCHEDULE D, PAGE 4, PART XIIITHE 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 BENFICIARY, THE TRANSACTION IS NOT A CONTRIBUTION AND SHALL BE RECORDED AS A LIABILITY EVEN IF VARIANCE POWER HAS BEEN EXPLICITLY GRANTED TO THE RECEIPIENT.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (55 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtAddress Line2USAddress/AddressLine2Txt
AMERICAN RED CROSS
EAST CENTRAL OHIO1849 SUMMERSET DRIVEMARIONOH43302530196605501C3$19,447
BOWLING GREEN STATE UNIVERSITY
1001 EAST WOOSTER STREETBOWLING GREENOH43403346402018SCHOOL$8,400
BOYS & GIRLS CLUB
OF MARION COUNTY565 OAK STREETMARIONOH43302314387575501C3$35,496
BUCKEYE RIDGE
HABITAT FOR HUMANITY INC1713 MARION MT GILEAD ROADMARIONOH43302311402513501C3$59,925SUITE 217
CANCER COALITION OF NORTH
CENTRAL OHIO300 WEST SPRING STREET SUITE 1403COLUMBUSOH43215874303645501C3$8,500
CEDARVILLE UNIVERSITY
251 NORTH MAIN STREETCEDARVILLEOH45314310536647501C3$7,200
CENTENARY UNITED METHODIST CHURCH
615 MORRIS DRIVECUTLEROH45724341411182CHURCH$15,976
CENTER STREET COMMUNITY
HEALTH CENTER136 WEST CENTER STREET SUITE 200MARIONOH43302341751179501C3$23,762
CENTRAL CHRISTIAN CHURCH
421 MT VERNON AVENUEMARIONOH43302314389669501C3$15,191
CENTS FOR SHOES
249 EAST CENTER STREETMARIONOH43302462355866501C3$5,900
DESIGN OUTREACH INC
224 WEST JOHNSTOWN ROADGAHANNAOH43230460779062501C3$19,000
DOLLY PARTON'S IMAGINATION LIBRARY
OF OHIO2168 SUTTER PARKWAYDUBLINOH43016841826095501C3$33,397
EMANUAL LUTHERAN CHURCH
241 SOUTH PROSPECT STREETMARIONOH43302314392604CHURCH$227,969
EPWORTH UNITED METHODIST CHURCH
249 EAST CENTER STREETMARIONOH43302314379462CHURCH$124,559
FIRST PRESBYTERIAN CHURCH
143 S PROSPECT STREETMARIONOH43302CHURCH$14,465
GRACE CLINIC OF OHIO
40 SOUTH FRANKLIN STREET PO BOX 444DELAWAREOH43015270415624501C3$6,000
HEART OF OHIO HOMELESS SHELTER
326 WEST FAIRGROUND STREETMARIONOH43302341585873501C3$27,225
HOPE FOR HEALTH CLINIC
233 WEST CHURCH STREETMARIONOH43302880842671501C3$15,000
JAIN CENTER OF SOUTH FLORIDA
1960 NORTH COMMERCE PARKWAYWESTONFL33326650448730501C3$44,200SUITE 11
LARUE COMMUNITY ALLIANCE
7602 LARUE PROSPECT ROAD WESTNEW BLOOMINGTONOH43341465466291501C3$17,700PO BOX 203
LEAPIN' OUTREACH CENTER
150 COURT STREETMARIONOH43302264719113501C3$5,937
LIFECARE ALLIANCE
1699 WEST MOUND STREETCOLUMBUSOH43223314379494501C3$10,000
LOGOS CHRISTIAN MINISTRIES
582 LEE STREETMARIONOH43302270829040CHURCH$10,470
LUKE 311 MINISTRIES
499 BALLENTINE AVENUEMARIONOH43302843566119501C3$5,382
MARION AREA HUMANE SOCIETY
2264 RICHLAND ROADMARIONOH43302310946288501C3$25,695
MARION CITY SCHOOLS
100 EXECUTIVE DRIVEMARIONOH43302316400708SCHOOL$6,300
MARION CO HISTORICAL ASSOC
& STENGEL-TRUE MUSEUM504 SOUT STATE STREETMARIONOH43302310629462501C3$13,720
MARION COUNTY BOARD OF
DEVELOPMENTAL DISABILITIES2387 HARDING HIGHWAY EASTMARIONOH43302316400076170C1$7,000
MARION COUNTY COUNCIL ON AGING
125 EXECUTIVE DR SUITE 102MARIONOH43302310858691501C3$10,000
MARION COUNTY HISTORICAL SOCIETY
169 EAST CHURCH STREETMARIONOH43302237403820501C3$18,497
MARION FAMILY YMCA
233 WEST CHURCH STREETMARIONOH43302314380058501C3$322,881
MARION FIRST CHURCH OF THE NAZARENE
233 WEST CHURCH STREETMARIONOH43302314384551CHURCH$33,000
MARION MATTERS INC
810 KENTON AVENUEMARIONOH43302275464424501C3$21,480
MARION MUNICIPAL COURT
233 WEST CENTER STREETMARIONOH43302316400233170C1$8,000
MARION PUBLIC LIBRARY
445 EAST CHURCH STREETMARIONOH43302316400150170C1$23,497
MARION SENIOR CITIZENS ASSOCIATION
INC2375 HARDING HIGHWAY EASTMARIONOH43302311044835501C3$6,649
MARION UNION STATION ASSOCIATION
INC532 WEST CENTER STREETMARIONOH43302341533374501C3$49,850
MARION VICTIM ASSISTANCE PROGRAM
233 WEST CENTER STREETMARIONOH43302316400076170C1$17,004
MOBILE MEALS OF MARION COUNTY
1183 BELLEFONTAINE AVENUEMARIONOH43301310856371501C3$11,000PO BOX 1174
OHIO HISTORY CONNECTION - WARREN G
HARDING HOME & PRESIDENTIAL CENTER380 MT VERNON AVENUEMARIONOH43302314389673501C3$23,341
OHIO STATE UNIVERSITY
PO BOX 183248COLUMBUSOH43218316025986SCHOOL$15,250
OVERFLOW CHURCH
300 EAST NAPIER AVENUEBENTON HARBORMI49022CHURCH$20,000
PALACE CULTURAL ARTS ASSOCIATION
276 WEST CENTER STREETMARIONOH43302237456843501C3$140,524
PEACE AND FREEDOM COMMITTEE
790 KENTON AVENUE PO BOX 995MARIONOH43301261381334501C3$30,650
PRAIRIE PARKS FOUNDATION INC
222 WEST CENTER STREETMARIONOH43302341844093501C3$7,503
SALVATION ARMY OF MARION
OHIO CORPS COMMUNITY CENTER317 WEST CHURCH STREETMARIONOH43302135562351501C3$7,261
ST MARY CHURCH
251 NORTH MAIN STREETMARIONOH43302314379558CHURCH$12,300
ST MARY ELEMENTARY SCHOOL
274 NORTH PROSPECT STREETMARIONOH43302314379558SCHOOL$21,341
ST VINCENT DE PAUL SOCIETY OF THE
ST MARY CHURCH342 NORTH MAIN STREETMARIONOH43302264168377501C3$13,384
THIEL COLLEGE OF GREENVILLE
75 COLLEGE AVENUEGREENVILLEPA16125SCHOOL$10,991
THIRD STREET FAMILY HEALTH CENTER
320 EXECUTIVE DRIVEMARIONOH43302310937618501C3$124,106
TRINITY BAPTIST CHURCH
220 SOUTH MAIN STREETMARIONOH43302314381388CHURCH$6,558
TRI-RIVERS CAREER CENTER &
CENTER OF ADULT EDUCATION2222 MARION MT GILEAD ROADMARIONOH43302341586741SCHOOL$19,228
UNITED WAY OF NORTH CENTRAL
OHIO INC1798 MARION CARDINGTON ROAD EASTMARIONOH43302310641236501C3$8,519
WORTHINGTON CHRISTIAN CHURCH
8145 NORTH HIGH STREETCOLUMBUSOH43235510156381CHURCH$20,000
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt
Total Other Org7TotalOtherOrgCnt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$181,729NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BA COPY OF FORM 990 IS PROVIDED TO EACH DIRECTOR EITHER BY PAPER OR ELECTRONICALLY. EACH DIRECTOR IS ASKED TO REVIEW THE DRAFT AND ARE ENCOURAGED TO ASK QUESTIONS. AT A SCHEDULED BOARD MEETING PRIOR TO THE DUE DATE OF FORM 990 THE BAORD APPROVES THE 990 FOR SUBMISSION TO THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12CEACH YEAR, THE DIRECTORS ARE ASKED TO PROVIDE ANY INFORMATION THAT MIGHT INDICATE A CONFLICT OF INTEREST WITH THEIR INVOLVEMENT IN THEIR DUTIES AS DIRECOTRS OF THE BOARD. ALSO, AT EACH BOARD MEETING, DIRECTORS ARE ASKED TO DISCLOSE IF THEY HAVE A CONFLICT OF INTEREST WITH VOTING ON ANY ITEM ON THE AGENDA.
FORM 990, PAGE 6, PART VI, LINE 15AEACH YEAR 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 FORMUALTES RECOMMENDATIONS FOR THE ENTIRE BOARD OF DIRECTORS TO DETERMINE THE COMPENSATION FOR THE PRESIDENT/CEO.
FORM 990, PAGE 6, PART VI, LINE 19THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST. THE FINANCIAL STATEMENTS PER THE YEAR-END ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE.

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