MARION COMMUNITY FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MARION COMMUNITY FOUNDATION (EIN 31-4446189)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-06
IRS object ID: 201340379349301104
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-06T17:12:05-00:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Diane Mault Tax Service	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2705 Marion Waldo Rd	AddressLine1
City	Marion	City
State	OH	State
ZIP Code	43302	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	314446189	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MARION COMMUNITY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MARI	NameControl
Phone	7403879704	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	504 S STATE STREET	AddressLine1
City	MARION	City
State	OH	State
ZIP Code	43302	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BRADLEY C BEBOUT	Name
Title	PRESIDENT CEO	Title
Date Signed	2013-02-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Diane Mault	Name
Phone	7403892435	Phone
Date Prepared	2013-02-06	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Bradley C Bebout	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	504 S State Street	AddressLine1
City	Marion	City
State	OH	State
ZIP Code	43302	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2053235	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.marioncommunityfoundation.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1998	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	3	TotalNbrEmployees
Total Nbr Volunteers	30	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2820231	ContributionsGrantsPriorYear
Contributions Grants Current Year	937643	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	703110	InvestmentIncomePriorYear
Investment Income Current Year	1114610	InvestmentIncomeCurrentYear
Other Revenue Prior Year	48350	OtherRevenuePriorYear
Other Revenue Current Year	982	OtherRevenueCurrentYear
Total Revenue Prior Year	3571691	TotalRevenuePriorYear
Total Revenue Current Year	2053235	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	925680	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	914765	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	160739	SalariesEtcPriorYear
Salaries Etc Current Year	177162	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	14618	TotalFundrsngExpCurrentYear
Other Expense Prior Year	349794	OtherExpensePriorYear
Other Expenses Current Year	391699	OtherExpensesCurrentYear
Total Expenses Prior Year	1436213	TotalExpensesPriorYear
Total Expenses Current Year	1483626	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2135478	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	569609	RevenuesLessExpensesCY
Total Assets BOY	36855854	TotalAssetsBOY
Total Assets EOY	37433438	TotalAssetsEOY
Total Liabilities BOY	2110954	TotalLiabilitiesBOY
Total Liabilities EOY	3258136	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	34744900	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	34175302	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1231890	Expense
Grants	802914	Grants
Description	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.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	170313	Expense
Grants	111852	Grants
Description	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 trustess approves the scholarships and the scholarships are awarded.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	1402203	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BRADLEY C BEBOUT	NamePerson
Telephone Number	7403879704	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	504 S STATE STREET	AddressLine1
City	MARION	City
State	OH	State
ZIP Code	43302	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Key EmployeeKeyEmployee	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector
Bradley Bebout
PresidentCEO	040.00	X	X	88988	0	0
Rex Parrott
Past Chairman	001.00	X		0	0	0	X
Sue Jacob
Vice Chair	001.00	X		0	0	0	X
Tom Johnston
Trustee	001.00			0	0	0	X
Nicole Workman
Trustee	001.00			0	0	0	X
Susan Brown
Treasurer	001.00	X		0	0	0	X
Anne Davy
Trustee	001.00			0	0	0	X
Dr Charles Garvin
Trustee	001.00			0	0	0	X
Dr James Barney
Secretary	001.00	X		0	0	0	X
Dr Scott Yancey
Trustee	001.00			0	0	0	X
Megan Queen
Trustee	001.00			0	0	0	X
Doug Ford
Trustee	001.00			0	0	0	X
Larry Geissler
Chairman	001.00	X		0	0	0	X
Ted Graham
Trustee	001.00			0	0	0	X
Ronald Cramer
Trustee	001.00			0	0	0	X
Thomas Jenkins
Trustee	001.00			0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	88988	TotalReportableCompFromOrg
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	937643	AllOtherContributions
Total Contributions	937643	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1114610	TotalRevenueColumn
Related Or Exempt Function Income	1114610	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Inc. from discontinued services	Description
Business Code	621990	BusinessCode
Total Revenue Column	982	TotalRevenueColumn
Related Or Exempt Function Income	982	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	982	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2053235	TotalRevenueColumn
Related Or Exempt Function Income	1115592	RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	914765	Total
Program Services	914765	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	88988	Total
Program Services	62292	ProgramServices
Management And General	22247	ManagementAndGeneral
Fundraising	4449	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	57122	Total
Program Services	39985	ProgramServices
Management And General	14281	ManagementAndGeneral
Fundraising	2856	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3663	Total
Program Services	2564	ProgramServices
Management And General	916	ManagementAndGeneral
Fundraising	183	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	16126	Total
Program Services	11288	ProgramServices
Management And General	4032	ManagementAndGeneral
Fundraising	806	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	11263	Total
Program Services	7884	ProgramServices
Management And General	2816	ManagementAndGeneral
Fundraising	563	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	26784	Total
Program Services	18749	ProgramServices
Management And General	6696	ManagementAndGeneral
Fundraising	1339	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

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

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	235792	Total
Program Services	235792	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	40666	Total
Program Services	40666	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	25169	Total
Program Services	23911	ProgramServices
Fundraising	1258	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	4620	Total
Program Services	3234	ProgramServices
Management And General	1155	ManagementAndGeneral
Fundraising	231	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	14759	Total
Program Services	10331	ProgramServices
Management And General	3690	ManagementAndGeneral
Fundraising	738	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	19095	Total
Program Services	13366	ProgramServices
Management And General	4774	ManagementAndGeneral
Fundraising	955	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2384	Total
Program Services	1669	ProgramServices
Management And General	596	ManagementAndGeneral
Fundraising	119	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	2989	Total
Program Services	2092	ProgramServices
Management And General	747	ManagementAndGeneral
Fundraising	149	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1585	Total
Program Services	1110	ProgramServices
Management And General	396	ManagementAndGeneral
Fundraising	79	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7904	Total
Program Services	5533	ProgramServices
Management And General	1976	ManagementAndGeneral
Fundraising	395	Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Dues	4815	3376	1198	241
Other Misc Exp	1101	771	275	55
Copying	4036	2825	1009	202

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1483626	Total
Program Services	1402203	ProgramServices
Management And General	66804	ManagementAndGeneral
Fundraising	14618	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2936	BOY
EOY	940	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1086357	BOY
EOY	482546	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5418	BOY
EOY	5568	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	27899	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	19280	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	803	BOY
EOY	8619	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	35760340	BOY
EOY	36935765	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	36855854	BOY
EOY	37433438	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7911	BOY
EOY	6110	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	442085	BOY
EOY	216101	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	1660958	BOY
EOY	3035925	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2110954	BOY
EOY	3258136	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	34744900	BOY
EOY	34175302	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	34744900	BOY
EOY	34175302	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	36855854	BOY
EOY	37433438	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	569609	ReconcilationRevenueExpenses
Reconcilation Other Changes	-1139207	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1210933	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	594122	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	508833	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2820230	CurrentTaxYearMinus1Year
Current Tax Year	937643	CurrentTaxYear
Total	6071761	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1210933	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	594122	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	508833	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2820230	CurrentTaxYearMinus1Year
Current Tax Year	937643	CurrentTaxYear
Total	6071761	Total

Field	Value	IRS element (for citing)
Public Support Total170	6071761	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	435420	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	404526	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	389916	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	703110	CurrentTaxYearMinus1Year
Current Tax Year	1114610	CurrentTaxYear
Total	3047582	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6663	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3033	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6094	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	48350	CurrentTaxYearMinus1Year
Current Tax Year	982	CurrentTaxYear
Total	65122	Total

Field	Value	IRS element (for citing)
Total Support	9184465	TotalSupport
Public Support Pertcentage170	0.66110	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.69290	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
Public Support Percentage509	0.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage
Facts And Circumstances Test	Part II Line 10 The Foundation previously owned and operated a non-profit acute care hospital. In 1998 and 1999 the Foundation sold the assets of the Hospital and Pharmacies. The patient accounts receivable have been subsequently collected and reported as income from discontinued services to the Foundation.	FactsAndCircumstancesTest

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	18	NumberDAFsHeld
Number Funds Held	160	NumberFundsHeld
Donor Advised Contributions	10357	DonorAdvisedContributions
Contrib To Funds And Other Accounts	926990	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	18300	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	896465	GrantsFundsAndOtherAccounts
Aggregate DAF Value	11415003	AggregateDAFValue
Aggregate Fund Value	22760299	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	34744898	BeginningOfYearBalance
Contributions	937643	Contributions
Investment Earnings Or Losses	-23606	InvestmentEarningsOrLosses
Grants Or Scholarships	914765	GrantsOrScholarships
Other Expenditures	502057	OtherExpenditures
Administrative Expenses	66808	AdministrativeExpenses
End Of Year Balance	34175305	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	29525431	BeginningOfYearBalance
Contributions	2820230	Contributions
Investment Earnings Or Losses	3835451	InvestmentEarningsOrLosses
Grants Or Scholarships	925681	GrantsOrScholarships
Other Expenditures	449779	OtherExpenditures
Administrative Expenses	60754	AdministrativeExpenses
End Of Year Balance	34744898	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	11454571	BeginningOfYearBalance
Contributions	17677907	Contributions
Investment Earnings Or Losses	1263562	InvestmentEarningsOrLosses
Grants Or Scholarships	478109	GrantsOrScholarships
Other Expenditures	337044	OtherExpenditures
Administrative Expenses	55456	AdministrativeExpenses
End Of Year Balance	29525431	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	13907208	BeginningOfYearBalance
Contributions	597155	Contributions
Investment Earnings Or Losses	-2071722	InvestmentEarningsOrLosses
Grants Or Scholarships	590573	GrantsOrScholarships
Other Expenditures	334764	OtherExpenditures
Administrative Expenses	52733	AdministrativeExpenses
End Of Year Balance	11454571	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.09000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.91000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	27899	OtherCostOrOtherBasis
Depreciation	19280	Depreciation
Book Value	8619	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	8619	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Agency Liabilities	Description
Amount	$3,035,925	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	3035925	TotalOfAmounts
Total Revenue	2053235	TotalRevenue
Total Expenses	1483626	TotalExpenses
Excess Or Deficit For Year	569609	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-1139198	NetUnrealizedGLOnInvestments
Total Adjustments	-1139198	TotalAdjustments
Excess Or Deficit Per FS	-569589	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	914037	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-1139198	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-1139198	RevenueNotRptdF990
Revenue Subtotal	2053235	RevenueSubtotal
Total Revenue Per Form990	2053235	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1483626	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	1483626	ExpensesSubtotal
Total Expenses Per Form990	1483626	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
V	4	The intended use of the endowment funds is to enhance the quality of life for the greater Marion, Ohio area by fostering philanathropy and providing a vehicle for giving through various charitable grants and scholarships.
X	2	The Foundation has been determined by the Internal Revenue Service to be exempt from Federal Income Taxes as a nonprofit organization under Section 501c3 of the Internal Revenue Code and classified by the Internal Revenue Services as other than 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.
X	1	The Foundation follows ASC No. 958-325-25 Recognition Not-For-Profit topic which states that a transfer of assets in which the resource provider specifies itself as the beneficiary, the transaction is not a contribution and shall be recorded as a liability even if variance power has been explicitly granted to the recipient organization. Accordingly, the Foundation recognizes funds contributed to organizational endowment funds by the beneficiary as agent liabilities.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (25 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Boys & Girls Club
370 E Mark Street	Marion	OH	43302	311423275	501 c3	25866	health wellness
Center Street Clinic
205 W Center St	Marion	OH	43302	341751179	501 c3	176919	Medical Services
Adolescent Pregnancy Program
498 N Main Street	Marion	OH	43302	311036853	501 c3	20000	Sex education
Marion Counseling Center
320 Executive Dr	Marion	OH	43302	310937618	501 c3	19972	Mental Health
Ohio Heartland Community Action
372 East Center Street	Marion	OH	43302	340978820	501 c3	40000	Prescription Program
Prairie Parks Foundation
222 W Center Street	Marion	OH	43302	341844093	501 c3	27941	Walking for Health
Marion Family YMCA
645 Barks Rd East	Marion	OH	43302	314380058	501 c3	179854	Community Center
Marion Harding High School
1500 Harding Highway	Marion	OH	43302	316400708	501 c3	10925	Education
Salvation Army
317 West Church Street	Marion	OH	43302	135562351	501 c3	37800	Crisis Intervention
Mobile Meals
326 S Prospect St	Marion	OH	43302	310856371	501 c3	10707	Nutrition
Marion County Historical Society
169 E Church St	Marion	OH	43302	237403820	501 c3	14703	Support
Central Christian Church
421 Mt Vernon Ave	Marion	OH	43302	314389669	501 c3	14486	Support
Centenary United Methodist Church
10672 St Rt 555	Culter	OH	45724		501 c3	14486	Support
Epworth United Methodist Church
249 E Center St	Marion	OH	43302	314379462	501 c3	30748	Support
I Can Center of Excellence
1461 Mt Vernon Ave	Marion	OH	43302	205871057	501 c3	11025	Support
Marion Area Humane Society
2264 Richland Rd	Marion	OH	43302	310946288	501 c3	17770	Support
Marion Catholic High School
1001 Mt Vernon Ave	Marion	OH	43302	310772406	501 c3	18477	Education
Marion County Health Dept
233 West Center St	Marion	OH	43302	316400233		11500	Health Services
Marion Public Health
233 West Center St	Marion	OH	43302	316400076		10000	Health Services
Marion Speech & Hearing Cntr
1199 Delaware Ave	Marion	OH	43302	310747800	501 c3	11826	Support
Palace Cultural Arts Assoc
276 West Center St	Marion	OH	43302	237456843	501 c3	59018	Support
Royal Family Kids Camp
2302 Marion Mt Gilead Rd	Marion	OH	43302	330380021	501 c3	5000	Family Camp
St Vincent de Paul of St Mary Church
251 N Main Street	Marion	OH	43302	314379558	501 c3	6718	Support
Stengel True Museum
504 S State Street	Marion	OH	43302	310629462	501 c3	8198	Support
Trinity Baptist Church
244 S Main St	Marion	OH	43302	314381388	501 c3	6200	Support

Field	Value	IRS element (for citing)
Total Nbr Of Other Organizations	25	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	I	Identifier
Return Reference	2	ReturnReference
Explanation	All grant applications are throughly reviewed by the organizations Grants Committee and all selected grants are submitted to the organizations Board of Trustees for final approval. The organization requires a copy of a grantees latest tax determination letter. The organization does not award grants outside the United States.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part VI	11b	A copy of Form 990 is provided to each member of the organizaions Board of Trustees for review either by paper or e-mail. Each board member is asked to review the draft and encouraged to ask questions. When the board has approved the form it is then submitted to the IRS.
Form 990 Part VI	15b	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 trustees, consult nationwide surveys of 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 trustees.
Form 990 Part VI	19	The governing documents and conflict of interest policy are available to the public at the organizations office upon request. The financial statements per the year-end audit are available to the public on the organizations website.
Form 990 Part XI	5	The change in net assets is the result of realized and unrealized gains and losses in investments.
Form 990 Part III Program Service Accomplishments	Line 4d Other Activities	Program Service Expenses 170,313, Grants and allocations 111,852, Revenue 0 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 trustess approves the scholarships and the scholarships are awarded.
		Form 990 Part VI Line 11b A copy of Form 990 is provided to each member of the organizaions Board of Trustees for review either by paper or e-mail. Each board member is asked to review the draft and encouraged to ask questions. When the board has approved the form it is then submitted to the IRS. Form 990 Part VI Section B Line 15b 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 trustees, consult nationwide surveys of 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 trustees. Form 990 Part VI Section C Line 19 The governing documents and conflict of interest policy are available to the public at the organizations office upon request. The financial statements per the year-end audit are available to the public on the organizations website. Form 990 Part XI Line 5 The change in net assets is the result of realized and unrealized gains and losses in investments.