MARION COMMUNITY FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MARION COMMUNITY FOUNDATION (EIN 31-4446189)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-02-04
IRS object ID: 201100359349300020
Schema version: 2009v1.4
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 L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-04T14:30:50-00:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	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	2011-02-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Diane Mault	Name
Phone	7403892435	Phone
Date Prepared	2011-02-04	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	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	18067823	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
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	2	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	594122	ContributionsGrantsPriorYear
Contributions Grants Current Year	17671813	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	404526	InvestmentIncomePriorYear
Investment Income Current Year	389916	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3033	OtherRevenuePriorYear
Other Revenue Current Year	6094	OtherRevenueCurrentYear
Total Revenue Prior Year	1001681	TotalRevenuePriorYear
Total Revenue Current Year	18067823	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	590573	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	478109	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	133915	SalariesEtcPriorYear
Salaries Etc Current Year	135010	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	12724	TotalFundrsngExpCurrentYear
Other Expense Prior Year	253584	OtherExpensePriorYear
Other Expenses Current Year	257490	OtherExpensesCurrentYear
Total Expenses Prior Year	978072	TotalExpensesPriorYear
Total Expenses Current Year	870609	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	23609	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	17197214	RevenuesLessExpensesCY
Total Assets BOY	12761695	TotalAssetsBOY
Total Assets EOY	30967257	TotalAssetsEOY
Total Liabilities BOY	1307126	TotalLiabilitiesBOY
Total Liabilities EOY	1441828	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11454569	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	29525429	NetAssetsOrFundBalancesEOY
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	651406	Expense
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	151022	Expense
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 on the scholarship applications. 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	802428	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	true	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	3	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	2	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
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
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
Pres/CEO	040.00	X	X	76146	0	0
Rex Parrott
Trustee	001.00	X		0	0	0	X
Sue Jacob
Trustee	001.00	X		0	0	0	X
Tom Johnston
Trustee	001.00			0	0	0	X
Phyllis Butterworth
Trustee	001.00			0	0	0	X
Susan Brown
Trustee	001.00			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
Trustee	001.00			0	0	0	X
Dr Scott Yancey
Trustee	001.00	X		0	0	0	X
Nicolle Brooks
Trustee	001.00			0	0	0	X
Doug Ford
Trustee	001.00			0	0	0	X
Larry Geissler
Trustee	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	76146	TotalReportableCompFromOrg
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	17671813	AllOtherContributions
Total Contributions	17671813	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	389916	TotalRevenueColumn
Related Or Exempt Function Income	389916	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Inc. from discontinued services	Description
Business Code	621990	BusinessCode
Total Revenue Column	6094	TotalRevenueColumn
Related Or Exempt Function Income	6094	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	6094	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18067823	TotalRevenueColumn
Related Or Exempt Function Income	396010	RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	478109	Total
Program Services	478109	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	76146	Total
Program Services	53302	ProgramServices
Management And General	19037	ManagementAndGeneral
Fundraising	3807	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	35013	Total
Program Services	24509	ProgramServices
Management And General	8753	ManagementAndGeneral
Fundraising	1751	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	2923	Total
Program Services	2046	ProgramServices
Management And General	731	ManagementAndGeneral
Fundraising	146	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	12355	Total
Program Services	8649	ProgramServices
Management And General	3089	ManagementAndGeneral
Fundraising	617	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8573	Total
Program Services	6001	ProgramServices
Management And General	2143	ManagementAndGeneral
Fundraising	429	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	32855	Total
Program Services	22999	ProgramServices
Management And General	8214	ManagementAndGeneral
Fundraising	1642	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	137953	Total
Program Services	137953	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	6352	Total
Program Services	4446	ProgramServices
Management And General	1588	ManagementAndGeneral
Fundraising	318	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	32735	Total
Program Services	31098	ProgramServices
Fundraising	1637	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	8438	Total
Program Services	5907	ProgramServices
Management And General	2110	ManagementAndGeneral
Fundraising	421	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	4000	Total
Program Services	2800	ProgramServices
Management And General	1000	ManagementAndGeneral
Fundraising	200	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	19066	Total
Program Services	13346	ProgramServices
Management And General	4767	ManagementAndGeneral
Fundraising	953	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	922	Total
Program Services	645	ProgramServices
Management And General	231	ManagementAndGeneral
Fundraising	46	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	476	Total
Program Services	333	ProgramServices
Management And General	119	ManagementAndGeneral
Fundraising	24	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	1488	Total
Program Services	1042	ProgramServices
Management And General	372	ManagementAndGeneral
Fundraising	74	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7900	Total
Program Services	5530	ProgramServices
Management And General	1975	ManagementAndGeneral
Fundraising	395	Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Dues	3530	2471	883	176
Other Misc Exp	1775	1242	445	88

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	870609	Total
Program Services	802428	ProgramServices
Management And General	55457	ManagementAndGeneral
Fundraising	12724	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	678494	BOY
EOY	613119	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	16150000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5381	BOY
EOY	5508	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	18489	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	16205	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3772	BOY
EOY	2284	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	12074048	BOY
EOY	14196346	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	12761695	BOY
EOY	30967257	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	5312	BOY
EOY	10023	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	328164	BOY
EOY	265849	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	973650	BOY
EOY	1165956	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1307126	BOY
EOY	1441828	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11454569	BOY
EOY	29525429	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11454569	BOY
EOY	29525429	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12761695	BOY
EOY	30967257	EOY

Field	Value	IRS element (for citing)
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	269547	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	287593	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1210933	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	594122	CurrentTaxYearMinus1Year
Current Tax Year	508833	CurrentTaxYear
Total	2871028	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	269547	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	287593	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1210933	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	594122	CurrentTaxYearMinus1Year
Current Tax Year	508833	CurrentTaxYear
Total	2871028	Total

Field	Value	IRS element (for citing)
Public Support Total170	2871028	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	364466	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	401839	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	435420	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	404526	CurrentTaxYearMinus1Year
Current Tax Year	389916	CurrentTaxYear
Total	1996167	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1569	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3974	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6663	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3033	CurrentTaxYearMinus1Year
Current Tax Year	6094	CurrentTaxYear
Total	21333	Total

Field	Value	IRS element (for citing)
Total Support	4888528	TotalSupport
Public Support Pertcentage170	0.58730	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.59760	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 Line 10 The Foundation previously owned and operated a nonprofit 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. Part II Line 1 The organization received two letter rulings dated November 1, 2010, from the Internal Revenue Service stating that bequests from the Estates of A. Merle Hamilton and Dorothy C. Wopat are both unusal grants under section 1.170A-9e6ii. The letters further stated that the organization is classified as a publicly supported organization described in sections 509a1 and 170b1Avi of the Code.	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	13	NumberDAFsHeld
Number Funds Held	125	NumberFundsHeld
Donor Advised Contributions	9651525	DonorAdvisedContributions
Contrib To Funds And Other Accounts	8020288	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	10980	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	467129	GrantsFundsAndOtherAccounts
Aggregate DAF Value	10066067	AggregateDAFValue
Aggregate Fund Value	19309262	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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	0.17000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.83000	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	18489	OtherCostOrOtherBasis
Depreciation	16205	Depreciation
Book Value	2284	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2284	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Agency Liabilities	Description
Amount	$1,165,956	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	1165956	TotalOfAmounts
Total Revenue	18067823	TotalRevenue
Total Expenses	870609	TotalExpenses
Excess Or Deficit For Year	17197214	ExcessOrDeficitForYear
Net Unrealized GL On Investments	873646	NetUnrealizedGLOnInvestments
Total Adjustments	873646	TotalAdjustments
Excess Or Deficit Per FS	18070860	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	18941469	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	873646	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	873646	RevenueNotRptdF990
Revenue Subtotal	18067823	RevenueSubtotal
Total Revenue Per Form990	18067823	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	870609	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	870609	ExpensesSubtotal
Total Expenses Per Form990	870609	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 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 by providing a vehicle for planned giving through acceptance, management, and distribution of endowed funds in accordance with the wishes of its donors.
X		As permitted by FASB Staff Posigtion FIN 48-3, the organization has elected to defer the implementation of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes. Accordingly the organization evaluates all tax positions in conformity with FASB statement No. 5 contingencies, which requires recording tax liabilities that are probable and can be reasonably estimated. At June 30, 2009, the organization believes that no such accruals are required.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Center St Community Health Center
205 West Center Street	Marion	OH	43302	341751179	501 c3	134982	Medical Services
Marion Area Pregnancy Program
498 N Main Street	Marion	OH	43302	311036853	501c3	31000	sex education
Marion Area Counseling Center
320 Executive Drive	Marion	OH	43302	310937618	501c3	17000	intervention
Marion County Health Dept
98 McKinley Park Drive	Marion	OH	43302	316400076	Gov	15000	New born home visits
Ohio Heartland Community Action Comm
372 East Center Street	Marion	OH	43302	340978820	501c3	25000	Prescription Program
Palace Cultural Arts Assoc
276 West Center Street	Marion	OH	43302	237456843	501c3	16505	Performing arts classes
Salvation Army
317 W Church Street	Marion	OH	43302	135562351	501c3	17450	Housing Assistance
Legal Aid Society
142 W Center Street	Marion	OH	43302	314416407	501c3	12106	Foreclosure Assistance
Marion Shelter Program
498 N Main Street	Marion	OH	43302	341585873	501c3	15000	Operations
St Vincent de Paul St Mary Church
342 N Main Street	Marion	OH	43302		Church	12587	Food Pantry

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	10	TotalNbrOf501C3AndGovtGrants

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	Explanation

Schedule L IRS990ScheduleL

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 VI	11A	A copy of Form 990 is provided to each member of the organizations board of trustees at a board meeting. Board members are also notified that a draft of Form 990 is available for review at the organizations office. Each board member is asked to review the draft and encouraged to ask questions.
Form 990 VI	12c	Every year board members, employees, committee members, and consultants are required to submit a disclosure statement advising of all affiliations and potential conflicts of interest.
Form 990 VI	15b	Every 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 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 III Program Service Accomplishments	Line 4d Other Activities	Program Service Expenses 151,022, Grants and allocations 0, 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 on the scholarship applications. 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.