2024-10-02T10:40:42-05:00 2023-12-31 341310124 REA & ASSOCIATES INC 905 ZANE STREET 2ND FLOOR ZANESVILLE OH 43701 990 2023-01-01 311147022 MUSKINGUM COUNTY COMMUNITY FOUNDATION MUSK 7404535192 534 PUTNAM AVENUE ZANESVILLE OH 43701 BRIAN WAGNER CEO 7404535192 2024-10-02 1 0 MELISSA DUNKLE CPA P01380769 7404542461 2024-10-01 2023 2024-10-15 13:58:12Z BRIAN WAGNER 534 PUTNAM AVENUE ZANESVILLE OH 43701 11755115 0 X WWW.MCCF.ORG X 1985 OH TO IMPROVE THE QUALITY OF LIFE AND SERVE THE CHARITABLE NEEDS OF THE COMMUNITY BY ATTRACTING AND ADMINISTERING CHARITABLE FUNDS. 23 23 8 30 0 0 3063933 2591664 279035 297069 880719 1867109 40715 118800 4264402 4874642 1706657 1547312 0 0 476771 557325 0 0 224463 651946 671321 2835374 2775958 1429028 2098684 29219426 32717904 1375009 1533153 27844417 31184751 X THE MISSION OF MUSKINGUM COUNTY COMMUNITY FOUNDATION (MCCF) IS TO IMPROVE QUALITY OF LIFEIN THE COMMUNITY BY NURTURING OPPORTUNITIES AND SERVING NEEDS THROUGH COLLABORATION ANDPHILANTHROPY. 0 0 1553682 1208100 FUNDING OF VARIOUS COMMUNITY PROJECTS AND SUPPORT OF NUMEROUS COMMUNITY AND CHARITABLE ORGANIZATIONS INCLUDING:- ASSISTING LOCAL SCHOOL DISTRICTS WITH EDUCATIONAL PROGRAMS AS WELL AS ATHLETIC COMPLEX IMPROVEMENTS.- PROVIDING FUNDING TO SUPPORT LOCAL LITERACY & ART PROGRAMS.- FINANCIAL SUPPORT FOR RESEARCH FOR VARIOUS MEDICAL ISSUES. 271975 271975 FUNDING FOR SCHOLARSHIP CENTRAL PROGRAM TO ASSIST LOCAL STUDENTS AND THEIR FAMILIES TO PREPARE FOR COLLEGE. OFFERED ACT PREP CLASSES FOR AREA STUDENTS, ASSISTED STUDENTS IN COMPLETING APPLICATIONS AND PROOFREADING ESSAYS. WORKED WITH LOCAL DONORS TO ESTABLISH SCHOLARSHIP FUNDS. CREATED AND REVISED APPLICATION QUESTIONS AND GRADING RUBRIC TO BE USED BY THE SELECTION COMMITTEE. 762 67237 355663 THE MAKE MUSKINGUM HOME PROGRAM IS A JOINT EFFORT BETWEEN THE J.W. & M.H. STRAKER FOUNDATION & THE MUSKINGUM COUNTY COMMUNITY FOUNDATION. THOSE WHO HAVE GRADUATED FROM COLLEGE IN THE LAST 7 YEARS APPLY TO HAVE MCCF PAY OFF THEIR STUDENT LOAN DEBT (UP TO $10,000 PER YEAR FOR 5 YEARS). GRADUATES MUST LIVE IN & WORK IN MUSKINGUM COUNTY TO REMAIN ELIGIBLE. PAYMENTS ARE MADE MONTHLY DIRECTLY TO THE STUDENT LOAN AGENCIES. WINNERS RECEIVE 1099'S EACH YEAR SINCE DEBT PAYMENTS MADE ARE CONSIDERED TAXABLE INCOME. THE PROGRAM HOPES TO ATTRACT AND RETAIN TALENT IN MUSKINGUM COUNTY. VARIOUS OTHER ACTIVITIES AND PROGRAMS THAT PROVIDE COMMUNITY SUPPORT AND ASSISTANCE, WITH NUMEROUS MEMBERS OF THE COMMUNITY BENEFITING. 1826419 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 45 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X X THE ORGANIZATION 7404535192 534 PUTNAM AVENUE ZANESVILLE OH 43701 ADAM BARCLAY TRUSTEE 1.00 X 0 0 0 AJ PATEL TRUSTEE 1.00 X 0 0 0 AL IACOVONE TRUSTEE 1.00 X 0 0 0 ALTON THOMPSON TRUSTEE 1.00 X X 0 0 0 BARB HANSEN TRUSTEE 1.00 X 0 0 0 BO COCONIS TRUSTEE 1.00 X 0 0 0 BRENTON BAKER TRUSTEE 1.00 X 0 0 0 CHRIS OLNEY TREASURER 1.00 X X 0 0 0 EVA SIEBER TRUSTEE 2.00 X 0 0 0 JEANNIE LITTICK MCGLADE TRUSTEE 1.00 X 0 0 0 JIM WILSON TRUSTEE 1.00 X 0 0 0 JOHN YAN SUN TRUSTEE 1.00 X 0 0 0 JOHN SAUNDERS TRUSTEE 1.00 X 0 0 0 JOSH JOSEPH TRUSTEE 1.00 X 0 0 0 KARLA FRYE SECRETARY 2.00 X X 0 0 0 LISA KARLING COUNCIL PRESIDENT 1.00 X 0 0 0 MARY JANE SHACKELFORD TRUSTEE 1.00 X 0 0 0 MEGAN DURST TRUSTEE 1.00 X 0 0 0 SUSAN HOLDREN VICE PRESIDENT 2.00 X X 0 0 0 TOM POORMAN TRUSTEE 1.00 X 0 0 0 TRACY ELICH TRUSTEE 1.00 X 0 0 0 MARY DIAMOND TRUSTEE 1.00 X 0 0 0 BRIAN WAGNER CHIEF EXECUTIVE OFFICER 40.00 X 101164 0 28130 101164 0 28130 1 0 0 0 0 61550 2530114 98796 2591664 ADMINISTRATIVE FEES 541900 297069 297069 297069 742182 742182 31 0 31 31 31 7933470 6808543 1124927 1124927 1124927 132105 61550 71930 60175 60175 58594 58594 58594 4874642 355663 0 1927315 1275337 1275337 271975 271975 101164 42060 32714 26390 335631 139545 108534 87552 16369 7887 6135 2347 71775 34585 26899 10291 32386 13378 10406 8602 9344 934 7476 934 27648 2765 22118 2765 283135 283135 10143 1014 8115 1014 89788 8979 71830 8979 40666 4067 32532 4067 33495 3350 26795 3350 2713 2713 19935 10964 8971 17530 1753 14024 1753 SPECIAL PROJECT EXPENSE 59697 5970 47757 5970 OTHER FUNDRAISING EXPEN 58594 58594 DUES AND SUBSCRIPTIONS 7544 754 6036 754 OTHER EXPENSES 6589 652 5286 651 4500 450 3600 450 2775958 1826419 725076 224463 768904 257547 1747432 1154690 125366 132087 15557 14807 1510 1503 1617908 337220 888169 1280688 25124760 29302134 547728 574448 29219426 32717904 43127 59787 24906 9000 1306976 1464366 1375009 1533153 X 27844417 31184751 27844417 31184751 29219426 32717904 X 2098684 1425246 -60000 -162673 39077 X X 0 1 X 1 0 X 1820856 1620098 2753232 2971104 2547508 11712798 1820856 1620098 2753232 2971104 2547508 11712798 11712798 610623 473745 510941 560268 742197 2897774 6621 2749 5815 1060 41216 57461 14668033 2040219 0.79850 0.78900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54 28 274623 307120 161444 214473 2899401 661067 1 1 23231063 736051 2968582 771483 104727 275464 25784022 26701090 917446 -3486202 392201 218692 290378 23231063 23554127 999078 3572613 917112 213503 294113 26701090 20808764 337326 3553553 731493 164704 249319 23554127 17667577 366974 3806209 656738 154042 221216 20808764 0 0 863239 863239 406438 80859 325579 189894 120467 69427 102050 84191 17859 56287 51703 4584 1280688 FUNDS HELD AS AGENCY ENDOWMENT 1464366 1464366 X 6176292 1425246 39077 1464323 4711969 162673 162673 4874642 2835958 60000 60000 2775958 0 2775958 PART V, LINE 4: TO PROVIDE FINANCIAL SUPPORT FOR THE FUTURE CHARITABLE PURPOSES WHICH THE ORGANIZATION UNDERTAKES. PART X, LINE 2: FIN 48: THE MUSKINGUM COUNTY COMMUNITY FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAD NO UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN CASH SURRENDER VALUE - LIFE INSURANCE 20,773. CHANGE IN VALUE OF TRUST AGREEMENTS 18,304. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN-KIND EXPENSE ELIMINATED FOR 990 60,000. GROUNDHOG DAY 88024 30220 57804 31719 635 14421 POWER OF THE PURSE 83460 19930 63530 13842 1 22171 11400 10771 11313 193655 61550 132105 31719 635 39576 71930 60175 1 ZANESVILLE-MUSKINGUM CO CHAMBER OF COMMERCE 205 N FIFTH ST ZANESVILLE OH 43701 314349010 10000 0 TO ASSIST WITH THE COST OF A DOWNTOWN PARKING STUDY ALFRED S CARR CENTER 1035 BEVERLY AVE ZANESVILLE OH 43701 314402425 18329 0 GENERAL PURPOSES ANIMAL SHELTER SOCIETY 1430 NEWARK ROAD ZANESVILLE OH 43701 316040909 31955 0 GENERAL PURPOSES AVONDALE YOUTH CENTER 4155 ROSEVILLE ROAD ZANESVILLE OH 43701 10000 0 GENERAL PURPOSES BETHEL MISSION 126 ONTARIO STREET ZANESVILLE OH 43701 205094832 21000 0 GENERAL PURPOSES BIG BROTHERS BIG SISTERS OF ZANESVILLE 4 N SEVENTH ST ZANESVILLE OH 43701 310805375 23890 0 GENERAL PURPOSES,YOUTH PROGRAM INITIATIVE, & EXTERIOR CAMERAS BREAKING FREE THERAPEUTIC RIDING CENTER 2795 N MOOSE EYE RD NORWICH OH 43767 320239587 10000 0 CONCRETE PAD BUCKEYE VALLEY FAMILY YMCA 470 W CHURCH ST NEWARK OH 43055 316053101 5600 0 GENERAL PURPOSES CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 432092394 314379435 6244 0 GENERAL PURPOSES CHRIST'S TABLE 28 S SIXTH ST PO BOX 233 ZANESVILLE OH 43702 311192885 65604 0 GENERAL PURPOSES & OUTSIDE IMPROVEMENTS DRESDEN COMMUNITY ASSOCIATION PO BOX 707 DRESDEN OH 43821 311223554 6388 0 GENERAL PURPOSES & DOWNTOWN BEAUTIFICATION EAST MUSKINGUM STUDENT ENDOWMENT 13505 JOHN GLENN SCHOOL RD NEW CONCORD OH 43762 311157120 12365 0 GENERAL PURPOSES EASTSIDE COMMUNITY MINISTRY 221 STILLWELL ST ZANESVILLE OH 437020965 310952074 34259 0 GENERAL PURPOSES & PURCHASES OF A COMMERCIAL REFRIGERATOR FOODWORKS ALLIANCE 2725 PINKERTON LANE ZANESVILLE OH 43701 814436809 35000 0 GENERAL PURPOSESM BLAST CHILLER & EVAPORATOR COIL GENESIS HEALTHCARE FOUNDATION 1135 MAPLE AVENUE ZANESVILLE OH 437019829 311629304 62560 0 GENERAL PURPOSES GRACE UNITED METHODIST CHURCH 516 SHINNICK STREET ZANESVILLE OH 43701 314414086 47122 0 GENERAL PURPOSES HABITAT FOR HUMANITY OF SOUTHEAST OHIO 14440 SR 13 MILLFIELD OH 457619800 311286856 8147 0 GENERAL PURPOSES HEARTBEATS FOR LIFE 2447 MAPLE AVE ZANESVILLE OH 43701 237316671 14500 0 GENERAL PURPOSES MARKET STREET BAPTIST CHURCH 140 N SIXTH STREET ZANESVILLE OH 43701 314391224 7731 0 GENERAL PURPOSES MISSIONARY MAINTENANCE SERVICE 24387 AIRPORT RD PO BOX 1118 COSHOCTON OH 438126118 310919027 10250 0 GENERAL PURPOSES MUSKINGUM COUNTY HUNGER NETWORK INC P O BOX 512 ZANESVILLE OH 437020512 260601176 25000 0 GENERAL PURPOSES MUSKINGUM GROWTH PARTNERSHIP 205 N FIFTH ST ZANESVILLE OH 43701 12500 0 GENERAL PURPOSES MUSKINGUM UNIVERSITY 260 STADIUM DR NEW CONCORD OH 43762 314379515 7718 0 GENERAL PURPOSES MUSKINGUM VALLEY GARDEN SOCIETY PO BOX 2688 ZANESVILLE OH 437022688 311156405 5125 0 BEAUTIFICATION PROJECT MUSKINGUM VALLEY PARK SOCIETY 1720 EUCLID AVE ZANESVILLE OH 43701 460664378 10000 0 FALL GRANT COMPETITION NELSON T GANT FOUNDATION PO BOX 3183 ZANESVILLE OH 437023183 311736677 5850 0 GENERAL PURPOSES THE OHIO STATE UNIVERSITY FOUNDATION RM 633 PO BOX 183112 COLUMBUS OH 43202 311145986 35812 0 GENERAL PURPOSES & TO SUPPORT RESEARCH TO FIND A CURE FOR (1) MACULAR DEGENERATION, WET & DRY, (2) GLAUCOMA, (3) ANY ADDITIONAL CAUSES OF BLINDNESS INCLUDING CATARACTS, VARIOUS CANCERS, DIABETIC EYE DISEASE, ETC. PAWS OF MUSKINGUM COUNTY PO BOX 2364 ZANESVILLE OH 437022364 264331355 10500 0 GENERAL PURPOSES & CAT CONDOS PREVENT BLINDNESS OHIO 1500 W THIRD AVENUE STE 200 COLUMBUS OH 43212 316063433 7369 0 TO SUPPORT RESEARCH TO FIND A CURE FOR (1) MACULAR DEGENERATION, WET & DRY, (2) GLAUCOMA, (3) ANY ADDITIONAL CAUSES OF BLINDNESS INCLUDING CATARACTS, VARIOUS CANCERS, DIABETIC EYE DISEASE, ETC. SALVATION ARMY OF ZANESVILLE PO BOX 3095 HARLAN IA 515930159 362167910 6701 0 GENERAL PURPOSES SHRIVERS HOSPICE FOUNDATION PO BOX 343 ZANESVILLE OH 437020343 824211182 15600 0 GENERAL PURPOSES & SOMEDAY IS TODAY PROGRAM THE WILDS 14000 INTERNATIONAL ROAD CUMBERLAND OH 43732 311113570 5887 0 GENERAL PURPOSES TRANSITIONS INC PO BOX 156 ZANESVILLE OH 437020015 310985075 17100 0 GENERAL PURPOSES TRULIGHT MINISTRIES 807 PUTNAM AVENUE ZANESVILLE OH 43701 10000 0 2 HVAC UNITS UNITED WAY OF MUSKPERRY & MORGAN CO 526 PUTNAM AVENUE ZANESVILLE OH 43701 314379456 18865 0 GENERAL PURPOSES UNIVERSITY OF WISCONSIN FOUNDATION PO BOX 78807 MILWAUKEE WI 532780807 390743975 33162 0 TO SUPPORT RESEARCH TO FIND A CURE FOR (1) MACULAR DEGENERATION, WET & DRY, (2) GLAUCOMA, (3) ANY ADDITIONAL CAUSES OF BLINDNESS INCLUDING CATARACTS, VARIOUS CANCERS, DIABETIC EYE DISEASE, ETC. VILLAGE OF DRESDEN PO BOX 539 DRESDEN OH 43821 10800 0 SUPPORT FOR THE SENIOR CENTER Y-CITY MIDGET BASEBALL LEAGUE 1100 NEWARK RD PO BOX 2882 ZANESVILLE OH 437022882 237018154 10000 0 REPAIR DUGOUT & CONCESSION AREASE ZANE STATE COLLEGE 1555 NEWARK RD ZANESVILLE OH 43701 311106338 15056 0 GENERAL PURPOSES ZANE STATE COLLEGE FOUNDATION 1555 NEWARK ROAD ZANESVILLE OH 43701 311106338 13097 0 GENERAL PURPOSES ZANESVILLE MEMORIAL CONCERT BAND PO BOX 2915 ZANESVILLE OH 43701 311220351 7214 0 GRANT COMPETITION & SUMMER CONCERT SERIES MILES MISSION PO BOX 2777 988 WAYNE AVE ZANESVILLE OH 43701 931828884 10000 0 GENERAL PURPOSES SCHOLARSHIPS AWARDED TO LOCAL AREA STUDENTS 240 271175 ARTIST AWARD AS SELECTED BY THE BUCCI/DIETZ SELECTION COMMITTEE 4 800 PART I, LINE 2: MANY OF OUR COMPONENT FUNDS ARE SET UP TO AWARD FUNDS TO LOCAL DOCUMENTED CHARITABLE ORGANIZATIONS ON AN ANNUAL BASIS. FOR COMPETITIVE GRANTS, THE GRANT-SEEKING ORGANIZATION PROVIDES DOCUMENTATION AS TO THEIR CHARITABLE STATUS AND/OR THE CHARITABLE NATURE OF THE PROJECT. OUR DISTRIBUTION COMMITTEE MEETS, REVIEWS ALL APPLICATIONS RECEIVED, AND RECOMMENDS WHICH PROGRAMS TO FUND, AS WELL AS THE AMOUNT OF FUNDING TO PROVIDE TO EACH RECIPIENT. A YEAR-END REPORT IS REQUIRED FROM EACH GRANTEE TO DOCUMENT PROPER USE OF THE FUNDS AWARDED. SCHOLARSHIP FUNDS FOLLOW SIMILAR PROCEDURES, USING THE APPROPRIATE SELECTION COMMITTEE. X 3 98796 MARKET QUOTED PRICES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE FINANCE AND ADMINISTRATION COMMITTEES, WHO MEET TO DISCUSS AND REVIEW THE DRAFT AND MAKES ANY NECESSARY CHANGES. UPON COMMITTEE APPROVALS, THE DRAFT IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS TO REVIEW AND APPROVE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS, COMPLETED BY EACH BOARD MEMBER, ARE REVIEWED ANNUALLY. IF A CONFLICT IS NOTED, THE BOARD PRESIDENT, VICE PRESIDENT, AND EXECUTIVE DIRECTOR MEET TO AGREE UPON A PLAN OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE MEETS ANNUALLY TO SET SALARIES FOR THE UPCOMING YEAR. SALARIES ARE SET USING SALARY HISTORIES, PERFORMANCE REVIEWS. COMMITTEE RECOMMENDATIONS ARE THEN TAKEN TO THE FULL BOARD OF DIRECTORS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, AS WELL AS WWW.GUIDESTAR.ORG. FORMS 990 AND 1023 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE PROVIDED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: INCREASE IN CASH SURRENDER VALUE - LIFE INSURANCE 20,773. CHANGE IN VALUE OF TRUST AGREEMENTS 18,304. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THIS PROCESS SINCE THE PREVIOUS YEAR. MCCF LIMITED 534 PUTNAM AVENUE ZANESVILLE OH 43701 320042157 CHARITABLE - TO HOLD DONATED REAL ESTATE RECEIVED BY THE FOUNDATION OH 20290 MUSKINGUM COUNTY COMMUNITY FOUNDATION MCCF II LLC 534 PUTNAM AVENUE ZANESVILLE OH 43701 300283871 CHARITABLE - TO HOLD DONATED REAL ESTATE RECEIVED BY THE FOUNDATION OH 398049 MUSKINGUM COUNTY COMMUNITY FOUNDATION MCCF III LLC 534 PUTNAM AVENUE ZANESVILLE OH 43701 452460500 CHARITABLE - TO HOLD DONATED REAL ESTATE RECEIVED BY THE FOUNDATION OH MUSKINGUM COUNTY COMMUNITY FOUNDATION WOODEN BUILDING LTD 534 PUTNAM AVENUE ZANESVILLE OH 43701 CHARITABLE - TO HOLD DONATED REAL ESTATE RECEIVED BY THE FOUNDATION OH 403721 MUSKINGUM COUNTY COMMUNITY FOUNDATION