2025-12-22T09:39:50-05:00 2025-06-30 310998651 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2024-07-31 314446189 MARION COMMUNITY FOUNDATION MARI 7403879704 504 SOUTH STATE STREET MARION OH 43302 JULIE PRETTYMAN PRESIDENT/CEO 7403879704 2025-12-18 true true MARK A WELP CPA P01856047 9376448175 2025-12-18 2024 2025-03-06 01:10:19Z JULIE PRETTYMAN 504 S STATE STREET MARION OH 43302 7081739 false X WWW.MARIONCOMMUNITYFOUNDATION.ORG X 1998 OH THE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT. 15 15 8 34 0 2528088 2571678 0 2843602 4420760 16814 89301 5388504 7081739 2364258 2465006 0 483157 515749 0 110749 508894 541384 3356309 3522139 2032195 3559600 67652949 74988351 6240816 6667514 61412133 68320837 THE MISSION OF MARION COMMUNITY FOUNDATION IS TO CONTINUALLY IMPROVE THE MARION AREA COMMUNITY THROUGH PHILANTHROPY, LEADERSHIP, AND CIVIC ENGAGEMENT. false false 2171429 1695085 GRANT 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. 901295 769921 SCHOLORSHIP 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. 3072724 true true false false false true false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 7 0 true 8 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false OH X X JULIE PRETTYMAN 7403879704 504 S STATE STREET MARION OH 43302 X JULIE PRETTYMAN PRESIDENT/CE 40.00 X 122500 0 8090 DR DEEPIKA BATHINI MEMBER 1.00 X 0 0 0 KATHLEEN CLARK MEMBER 1.00 X 0 0 0 JOANNE DEMO-HODGINS MEMBER 1.00 X 0 0 0 MATTHEW FRERICKS SECRETARY 1.00 X X 0 0 0 JESSA GARY MEMBER 1.00 X 0 0 0 GRANT GATES VICE CHAIR 1.00 X X 0 0 0 JACOB JOHNSTON MEMBER 1.00 X 0 0 0 SCOTT KNOWLES MEMBER 1.00 X 0 0 0 JENNIFER LAWSON MEMBER 1.00 X 0 0 0 SPENCER MATHEWS TREASURER 1.00 X X 0 0 0 RYAN MCCALL MEMBER 1.00 X 0 0 0 JACQUELINE PETERSON MEMBER 1.00 X 0 0 0 THOMAS SCHIFER MEMBER 1.00 X 0 0 0 ERIN SLATER MEMBER 1.00 X 0 0 0 KEVIN SMITH CHAIR 1.00 X X 0 0 0 122500 8090 1 false false false 2571678 181729 2571678 1899330 1899330 2521430 2521430 2521430 2521430 OTHER INCOME 89301 89301 89301 7081739 4510061 2465006 2465006 439326 185956 191841 61529 40484 24793 11727 3964 35939 15212 15694 5033 37560 37560 22813 22813 16347 11443 4087 817 65156 45609 16289 3258 18896 13227 4724 945 64 45 16 3 2552 2552 11559 8091 2890 578 INVESTMENT FEES 334923 267939 33492 33492 DUES AND SUBSCRIPTIONS 13924 9747 3481 696 OTHER 13701 120 13341 240 PROFESSIONAL DEVELOPMENT 3889 2723 972 194 3522139 3072724 338666 110749 3595190 3518365 21435 12059 46089 44041 4600 2048 64031724 71455879 67652949 74988351 33450 20112 635273 620287 5572093 6027115 6240816 6667514 X 61412133 68320837 61412133 68320837 67652949 74988351 3559600 3349104 X true X true X true false X 2785075 2941455 2046274 2528088 2571678 12872570 2785075 2941455 2046274 2528088 2571678 12872570 12872570 846791 1392819 1240629 1313482 1899330 6693051 839 20 16814 89301 106974 19672595 1988631 0.65430 0.72650 X PART II, LINE 10 106,974 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75 678 311986 2164563 234073 1839894 16070691 58244131 true true false 61412133 2571678 7769864 2465006 718467 249365 68320837 54667726 2528088 7555814 2364258 397611 577626 61412133 50031507 2046274 5545224 2011943 401594 541742 54667726 57898105 2941455 -7608555 2278087 328287 593124 50031507 45932229 2785075 11876827 1873123 279828 543075 57898105 1.00000 false false 8504 8144 360 37585 35897 1688 2048 AGENCY LIABILITIES 6027115 6027115 X 10430843 3349104 3349104 7081739 7081739 3522139 3522139 3522139 SCHEDULE D, PAGE 2, PART V, LINE 4 TO 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 X THE 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 XIII 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 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. true AMERICAN RED CROSS EAST CENTRAL OHIO 1849 SUMMERSET DRIVE MARION OH 43302 530196605 501C3 19447 BOWLING GREEN STATE UNIVERSITY 1001 EAST WOOSTER STREET BOWLING GREEN OH 43403 346402018 SCHOOL 8400 BOYS & GIRLS CLUB OF MARION COUNTY 565 OAK STREET MARION OH 43302 314387575 501C3 35496 BUCKEYE RIDGE HABITAT FOR HUMANITY INC 1713 MARION MT GILEAD ROAD SUITE 217 MARION OH 43302 311402513 501C3 59925 CANCER COALITION OF NORTH CENTRAL OHIO 300 WEST SPRING STREET SUITE 1403 COLUMBUS OH 43215 874303645 501C3 8500 CEDARVILLE UNIVERSITY 251 NORTH MAIN STREET CEDARVILLE OH 45314 310536647 501C3 7200 CENTENARY UNITED METHODIST CHURCH 615 MORRIS DRIVE CUTLER OH 45724 341411182 CHURCH 15976 CENTER STREET COMMUNITY HEALTH CENTER 136 WEST CENTER STREET SUITE 200 MARION OH 43302 341751179 501C3 23762 CENTRAL CHRISTIAN CHURCH 421 MT VERNON AVENUE MARION OH 43302 314389669 501C3 15191 CENTS FOR SHOES 249 EAST CENTER STREET MARION OH 43302 462355866 501C3 5900 DESIGN OUTREACH INC 224 WEST JOHNSTOWN ROAD GAHANNA OH 43230 460779062 501C3 19000 DOLLY PARTON'S IMAGINATION LIBRARY OF OHIO 2168 SUTTER PARKWAY DUBLIN OH 43016 841826095 501C3 33397 EMANUAL LUTHERAN CHURCH 241 SOUTH PROSPECT STREET MARION OH 43302 314392604 CHURCH 227969 EPWORTH UNITED METHODIST CHURCH 249 EAST CENTER STREET MARION OH 43302 314379462 CHURCH 124559 FIRST PRESBYTERIAN CHURCH 143 S PROSPECT STREET MARION OH 43302 CHURCH 14465 GRACE CLINIC OF OHIO 40 SOUTH FRANKLIN STREET PO BOX 444 DELAWARE OH 43015 270415624 501C3 6000 HEART OF OHIO HOMELESS SHELTER 326 WEST FAIRGROUND STREET MARION OH 43302 341585873 501C3 27225 HOPE FOR HEALTH CLINIC 233 WEST CHURCH STREET MARION OH 43302 880842671 501C3 15000 JAIN CENTER OF SOUTH FLORIDA 1960 NORTH COMMERCE PARKWAY SUITE 11 WESTON FL 33326 650448730 501C3 44200 LARUE COMMUNITY ALLIANCE 7602 LARUE PROSPECT ROAD WEST PO BOX 203 NEW BLOOMINGTON OH 43341 465466291 501C3 17700 LEAPIN' OUTREACH CENTER 150 COURT STREET MARION OH 43302 264719113 501C3 5937 LIFECARE ALLIANCE 1699 WEST MOUND STREET COLUMBUS OH 43223 314379494 501C3 10000 LOGOS CHRISTIAN MINISTRIES 582 LEE STREET MARION OH 43302 270829040 CHURCH 10470 LUKE 311 MINISTRIES 499 BALLENTINE AVENUE MARION OH 43302 843566119 501C3 5382 MARION AREA HUMANE SOCIETY 2264 RICHLAND ROAD MARION OH 43302 310946288 501C3 25695 MARION CITY SCHOOLS 100 EXECUTIVE DRIVE MARION OH 43302 316400708 SCHOOL 6300 MARION CO HISTORICAL ASSOC & STENGEL-TRUE MUSEUM 504 SOUT STATE STREET MARION OH 43302 310629462 501C3 13720 MARION COUNTY BOARD OF DEVELOPMENTAL DISABILITIES 2387 HARDING HIGHWAY EAST MARION OH 43302 316400076 170C1 7000 MARION COUNTY COUNCIL ON AGING 125 EXECUTIVE DR SUITE 102 MARION OH 43302 310858691 501C3 10000 MARION COUNTY HISTORICAL SOCIETY 169 EAST CHURCH STREET MARION OH 43302 237403820 501C3 18497 MARION FAMILY YMCA 233 WEST CHURCH STREET MARION OH 43302 314380058 501C3 322881 MARION FIRST CHURCH OF THE NAZARENE 233 WEST CHURCH STREET MARION OH 43302 314384551 CHURCH 33000 MARION MATTERS INC 810 KENTON AVENUE MARION OH 43302 275464424 501C3 21480 MARION MUNICIPAL COURT 233 WEST CENTER STREET MARION OH 43302 316400233 170C1 8000 MARION PUBLIC LIBRARY 445 EAST CHURCH STREET MARION OH 43302 316400150 170C1 23497 MARION SENIOR CITIZENS ASSOCIATION INC 2375 HARDING HIGHWAY EAST MARION OH 43302 311044835 501C3 6649 MARION UNION STATION ASSOCIATION INC 532 WEST CENTER STREET MARION OH 43302 341533374 501C3 49850 MARION VICTIM ASSISTANCE PROGRAM 233 WEST CENTER STREET MARION OH 43302 316400076 170C1 17004 MOBILE MEALS OF MARION COUNTY 1183 BELLEFONTAINE AVENUE PO BOX 1174 MARION OH 43301 310856371 501C3 11000 OHIO HISTORY CONNECTION - WARREN G HARDING HOME & PRESIDENTIAL CENTER 380 MT VERNON AVENUE MARION OH 43302 314389673 501C3 23341 OHIO STATE UNIVERSITY PO BOX 183248 COLUMBUS OH 43218 316025986 SCHOOL 15250 OVERFLOW CHURCH 300 EAST NAPIER AVENUE BENTON HARBOR MI 49022 CHURCH 20000 PALACE CULTURAL ARTS ASSOCIATION 276 WEST CENTER STREET MARION OH 43302 237456843 501C3 140524 PEACE AND FREEDOM COMMITTEE 790 KENTON AVENUE PO BOX 995 MARION OH 43301 261381334 501C3 30650 PRAIRIE PARKS FOUNDATION INC 222 WEST CENTER STREET MARION OH 43302 341844093 501C3 7503 SALVATION ARMY OF MARION OHIO CORPS COMMUNITY CENTER 317 WEST CHURCH STREET MARION OH 43302 135562351 501C3 7261 ST MARY CHURCH 251 NORTH MAIN STREET MARION OH 43302 314379558 CHURCH 12300 ST MARY ELEMENTARY SCHOOL 274 NORTH PROSPECT STREET MARION OH 43302 314379558 SCHOOL 21341 ST VINCENT DE PAUL SOCIETY OF THE ST MARY CHURCH 342 NORTH MAIN STREET MARION OH 43302 264168377 501C3 13384 THIEL COLLEGE OF GREENVILLE 75 COLLEGE AVENUE GREENVILLE PA 16125 SCHOOL 10991 THIRD STREET FAMILY HEALTH CENTER 320 EXECUTIVE DRIVE MARION OH 43302 310937618 501C3 124106 TRINITY BAPTIST CHURCH 220 SOUTH MAIN STREET MARION OH 43302 314381388 CHURCH 6558 TRI-RIVERS CAREER CENTER & CENTER OF ADULT EDUCATION 2222 MARION MT GILEAD ROAD MARION OH 43302 341586741 SCHOOL 19228 UNITED WAY OF NORTH CENTRAL OHIO INC 1798 MARION CARDINGTON ROAD EAST MARION OH 43302 310641236 501C3 8519 WORTHINGTON CHRISTIAN CHURCH 8145 NORTH HIGH STREET COLUMBUS OH 43235 510156381 CHURCH 20000 55 7 X 5 181729 FAIR MARKET VALUE false false false FORM 990, PAGE 6, PART VI, LINE 11B A 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 12C EACH 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 15A EACH 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 19 THE 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.