2025-11-05T10:49:26-06:00 2025-06-30 351178661 BLUE & CO LLC 9200 WORTHINGTON RD STE 200 WESTERVILLE OH 43082 990 2024-07-01 314273500 THE EDWARD ORTON JR CERAMIC FOUNDATION EDWA 6148952663 6991 OLD 3C HIGHWAY WESTERVILLE OH 430829028 MARK G LAWSON GENERAL MANAGER 6148181339 2025-11-05 1 0 TYLER K GREENE CPA P00057872 6148852583 2025-11-05 2024 2025-03-06 01:10:19Z MARK G LAWSON 6991 OLD 3C HIGHWAY WESTERVILLE OH 430829028 7301614 0 X WWW.ORTONCERAMIC.COM X 1932 OH TO PROVIDE HIGH QUALITY PRODUCTS, EQUIPMENT AND TESTING SERVICES FOR EVALUATING AND VALIDATING THERMAL PROCESSING OF MATERIALS TO BE A SUSTAINING RESOURCE FOR THE ADVANCEMENT OF THE MATERIALS COMMUNITY THROUGH EDUCATION AND RESEARCH. 5 5 37 5 0 0 0 216309 7310176 7022348 29611 56628 6338 6329 7346125 7301614 44094 25874 0 0 4132809 4175051 0 0 0 2722076 2709513 6898979 6910438 447146 391176 5806690 6065646 1431725 1299505 4374965 4766141 TO PROVIDE HIGH QUALITY PRODUCTS, EQUIPMENT AND TESTING SERVICES FOR EVALUATING AND VALIDATING THERMAL PROCESSING OF MATERIALS TO BE A SUSTAINING RESOURCE FOR THE ADVANCEMENT OF THE MATERIALS COMMUNITY THROUGH EDUCATION AND RESEARCH. 0 0 6095482 25874 7028677 MANUFACTURE & SALE OF ORTON STANDARD PYROMETRIC CONES & RELATED PRODUCTS TO MEASURE & CONTROL THE APPLICATION OF HEAT IN THE PROCESSING OF MATERIALS & TESTING TO DETERMINE THE RESULTS THEREOF, & RESEARCH & EDUCATION RELATED TO MATERIALS INDUSTRIES. 6095482 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 1 0 OH X X ELIZABETH HENRY 6148181339 6991 OLD 3C HIGHWAY WESTERVILLE OH 43082 DR DANA GOSKI CHAIRPERSON 1.00 0.00 X X 0 0 0 DR RUDOLPH BUCHHEIT TRUSTEE 1.00 0.00 X 0 0 0 DR GLENN DAEHN TRUSTEE 1.00 0.00 X 0 0 0 EILEEN DEGUIRE TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN BARNS ATTORNEY 1.00 0.00 X 0 0 0 MARK LAWSON SECY/GEN MANAGER 50.00 0.00 X 333965 0 71705 JOSEPH HOMENY RESEARCH AND TECHNICAL DIR 50.00 0.00 X 193124 0 33508 JAMES BALDWIN SENIOR MANAGER PRODUCCTION 50.00 0.00 X 156342 0 37395 BRIAN RAYNER SENIOR MANAGER TESTING SERVICE 50.00 0.00 X 148217 0 31904 BEAU BILLET LABORATORY MANAGER 50.00 0.00 X 131566 0 35505 THOMAS MCINNERNEY ENGINEERING AND QUALITY MANAGER 50.00 0.00 X 124888 0 9873 1088102 0 219890 8 0 1 0 0 116309 100000 100000 216309 PROGRAM SERVICE REVENU 900099 6916862 6916862 CONSULTING REVENUE 900099 60000 60000 EDUCATIONAL REVENUE 900099 45486 45486 7022348 56628 56628 SPECIAL HANDLING 900099 6329 6329 6329 7301614 7028677 0 56628 25874 25874 394303 296208 98095 2635283 2268374 366909 156157 131265 24892 768916 725780 43136 220392 203614 16778 9109 9109 38097 38097 45439 45439 17528 17528 22064 267 21797 17572 17572 1880 1880 263958 223594 40364 40354 40354 46968 43872 3096 255306 235037 20269 55912 55912 COGS - INSTRUMENTS 764479 764479 COGS - PFF 716160 716160 COGS - TESTING 311992 311992 COGS - CONTROLLERS 84650 84650 18045 4554 13491 6910438 6095482 814956 0 32900 100 1307270 1279645 587755 640220 1771758 1968698 165640 201661 6528818 4653822 1941041 1874996 1 1 325 100325 5806690 6065646 1406477 1202348 25248 97157 1431725 1299505 X 4374965 4766141 4374965 4766141 5806690 6065646 391176 0 X X 0 1 X 1 0 X 216309 216309 6097569 7285318 7075946 7310176 7022348 34791357 6097569 7285318 7075946 7310176 7238657 35007666 0 1646288 1818684 1171709 1011872 1041407 6689960 1646288 1818684 1171709 1011872 1041407 6689960 28317706 1860 27254 35288 29611 56628 150641 1860 27254 35288 29611 56628 150641 4102 7246 6540 6338 6329 30555 6103531 7319818 7117774 7346125 7301614 35188862 0.80470 0.79460 0.00430 0.00300 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL HANDLING - 2020 AMOUNT: $ 4,102. 2021 AMOUNT: $ 7,246. 2022 AMOUNT: $ 6,540. 2023 AMOUNT: $ 6,338. 2024 AMOUNT: $ 6,329. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12000 12000 2492286 1479934 1012352 4024532 3173888 850644 1874996 X 7301614 0 7301614 0 7301614 6910438 0 6910438 0 6910438 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 GOV'T 25874 0 FMV RESEARCH AND SCHOLARSHIP 1 0 X 1 1 X 0 0 0 0 0 0 0 0 0 MARK LAWSON SECY/GEN MANAGER 197108 0 136628 0 229 0 20089 0 51616 0 405670 0 0 0 JOSEPH HOMENY RESEARCH AND TECHNICAL DIR 173124 0 20000 0 0 0 11641 0 21867 0 226632 0 0 0 JAMES BALDWIN SENIOR MANAGER PRODUCCTION 134084 0 22000 0 258 0 9491 0 27904 0 193737 0 0 0 BRIAN RAYNER SENIOR MANAGER TESTING SERVICE 140648 0 7479 0 90 0 9404 0 22500 0 180121 0 0 0 BEAU BILLET LABORATORY MANAGER 125034 0 6478 0 54 0 0 0 35505 0 167071 0 0 0 PART I, LINE 1A IF AN OUT OF TOWN BOARD MEMBER BRINGS THEIR SPOUSE, THE ORGANIZATION WILL PAY FOR THE AIRFARE AND A DINNER. THE BOARD MEETS TWICE A YEAR. THIS BENEFIT IS NOT INCLUDED IN TAXABLE INCOME FROM THE ORGANIZATION. X 1 100000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: ACCOUNTING MANAGER, GENERAL MANAGER, AND BOARD OF TRUSTEES CHAIRPERSON REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE GENERAL MANAGER'S COMPENSATION. DURING THE REVIEW, PRIOR YEAR GOALS AND CURRENT YEAR GOALS ARE DISCUSSED. THE GENERAL MANAGER IS NOT PRESENT DURING THE VOTING PROCESS TO APPROVE HIS OR HER COMPENSATION. THE GENERAL MANAGER REVIEWS AND APPROVES THE KEY EMPLOYEES' COMPENSATION. THE GENERAL MANAGER UTILIZES SALARY SURVEY DATA FOR THE ORGANIZATION'S GEOGRAPHIC AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (EDWARD ORTON, JR WILL), WERE FILED WITH THE PROBATE COURT OF FRANKLIN COUNTY, OHIO. NO CONFLICT OF INTEREST POLICY CURRENTLY EXISTS. EMPLOYEE POLICIES ARE STATED IN THE EMPLOYEE HANDBOOK. FINANCIAL STATEMENTS ARE FILED WITH BLUE & CO., LLC & ARE AVAILABLE VIA GUIDESTAR. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES FROM THE PREVIOUS YEAR.