2025-11-17T18:10:55-07:00 2024-12-31 472880658 Caudill & Associates CPA PLLC 3070 LAKE CREST CIRCLE STE 400/267 LEXINGTON KY 40513 990 2024-01-01 510157026 THE SCIOTO COUNTY AREA FOUNDATION SCIO 7403544612 303 Chillicothe Street Portsmouth OH 45662 Kimberly Cutlip Executive Director 7403544612 2025-11-16 1 1 Gregory Caudill P00618257 6065472543 2025-11-16 X 2024 2025-03-06 01:10:19Z Kimberly Cutlip 303 Chillicothe Street Portsmouth OH 45662 5749810 0 X www.sciotofoundation.org X 1974 OH The Foundation provides an avenue by which a donor can provide funds (as charity) to schools, churches, and other exempt organizations. 5 5 9 5 0 0 6038182 2168389 0 723327 1510862 2858094 610787 0 8159831 5749810 1415727 1754755 0 0 333877 360213 0 0 62331 170299 179189 1919903 2294157 6239928 3455653 58416070 65415365 8115143 9489796 50300927 55925569 The mission of the Scioto Foundation is to improve, enhance, and enrich the quality of life for all residents of southern Ohio and northern Kentucky, through practicing wise and careful investment of assets, providing a continuous stream of income to benefit community needs and the intent of our donors, promoting philanthropy to all persons in the region, demonstrating leadership through collaborative partnerships with community organizations, and monitoring outcomes of our grant making. 0 0 2004526 1754755 2891716 General and operational support for local fine arts organizations, as well as scholarships for college and university studies to students in the Scioto County area, and support of local schools, churches and other organizations that provide physical and emotional support to area residents. During 2024, the organization awarded 665 scholarships and 68 grants. 0 0 0 2004526 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 9 1 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Therese Egbert 7403544612 303 Chillicothe Street Portsmouth OH 45662 Kim Cutlip Executive Director 40 0 X X X 132118 0 0 Joshua Howard Board Member 4 0 X 0 0 0 Debra Esham Board Member 4 0 X 0 0 0 Jodi High Board Member 4 0 X 0 0 0 Barbara Brandbury Board Member 4 0 X 0 0 0 Chris Hamilton Board Member 4 0 X 0 0 0 132118 0 0 1 0 0 0 0 0 0 0 0 0 2168389 574385 2168389 Administrative Fee Income 561000 723327 723327 0 0 0 0 0 0 723327 1882168 0 0 1882168 0 0 0 0 0 0 0 0 0 0 975926 0 0 0 975926 0 975926 0 0 975926 0 0 5749810 723327 0 2858094 1754755 1754755 0 132118 84528 34383 13207 194965 124736 50739 19490 7989 5111 2079 799 119 76 31 12 25022 16009 6512 2501 53332 3383 49949 0 12098 0 0 12098 21369 0 21369 0 14304 8743 4195 1366 26100 0 26100 0 7446 0 7446 0 44540 7185 24497 12858 2294157 2004526 227300 62331 1314211 1271393 63948 405624 305883 125841 99741 56874979 63917201 101039 63082 58416070 65415365 6360 1565 95945 149927 7891464 9226840 115702 108074 5672 3390 8115143 9489796 X 7858493 8475100 42442434 47450469 50300927 55925569 58416070 65415365 3455653 2168989 0 0 0 0 X 0 1 X 1 0 X 513160 927655 1188319 6038182 2168389 10835705 513160 927655 1188319 6038182 2168389 10835705 1362932 9472773 0 1597922 1357190 1510862 2858094 7324068 0 590162 603227 610787 723327 2527503 20687276 0.45790 0.61163 X Schedule A, Part II, Line 10 Administrative Fee Income $723,327 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 43200100 6844609 4602546 0 0 0 54647255 40196518 1215905 4143123 1510862 0 844584 43200100 47407667 1929006 -6726772 1838730 0 574653 40196518 43522774 763720 5448827 1684499 0 643155 47407667 38929271 513160 5799717 1260591 250449 208334 43522774 0.19 0.08 0.73 0 0 0 0 0 0 0 0 0 0 181213 181213 0 0 94886 89389 5497 0 129525 35281 94244 99741 63917201 F 0 63917201 0 Other liabilities 3390 3390 7918799 2168989 0 0 0 2168989 5749810 0 0 0 5749810 2294157 0 0 0 0 0 2294157 0 0 0 2294157 Schedule D, Part IV, Line 2b The Foundation maintains custody of approximately 36 agency endowment funds for the benefit of other not-for-profit organizations. Schedule D, Part V, Line 4 By making grants to local not-for-profit organizations and providing scholarships to benefit local students, the Foundation responds to the changing needs of the community and builds on local strengths in the areas of arts, civic affairs, education, health and social services. 1 Southern Ohio Museum 825 Gallia St Portsmouth OH 45662 310914613 501C3 27893517 To further the exempt purpose of the organization Shawnee State University 940 Second St Portsmouth OH 45662 310864917 501C3 24798623 To further the exempt purpose of the organization Sciotoville Christian Church PO Box 4027 Sciotoville OH 45662 310884837 501C3 4357801 To further the exempt purpose of the organization Ohio University & Branches 120 Ohio University Dr Athens OH 45701 316402113 501C3 4233804 To further the exempt purpose of the organization Marshall University 1 John Marshall Dr Huntington WV 25755 566000789 501C3 4065894 To further the exempt purpose of the organization Portsmouth Murals Inc PO Box 509 Portsmouth OH 45662 311375781 501C3 2887673 To further the exempt purpose of the organization Notre Dame Schools 2220 Sunrise Ave Portsmouth OH 45662 314395524 501C3 2593515 To further the exempt purpose of the organization Morehead State University 150 University Blvd Morehead KY 40351 341363913 501C3 1919816 To further the exempt purpose of the organization University of Cincinnati 2600 Clifton Ave Cincinnati OH 45221 316000989 501C3 1811633 To further the exempt purpose of the organization Steven A Hunter Hope Fund INC PO Box 802 Portsmouth OH 45662 262211905 501C3 1678904 To further the exempt purpose of the organization South Central Ohio ESC 522 Glenwood Ave New Boston OH 45662 311076636 501C3 1653458 To further the exempt purpose of the organization University of Rio Grande PO Box 500 Rio Grande OH 45674 314379537 501C3 1550733 To further the exempt purpose of the organization Main Street Portsmouth 342 Second St Portsmouth OH 45662 364565140 501C3 1395041 To further the exempt purpose of the organization Otterbein University 1 South Grove St Westerville OH 43081 314379532 501C3 1052283 To further the exempt purpose of the organization University of Kentucky 128 Funkhouser Bldg Lexington KY 40506 616001218 501C3 828832 To further the exempt purpose of the organization Portsmouth City School District 724 Findlay St Portsmouth OH 45662 316400889 501C3 828641 To further the exempt purpose of the organization St Alban's Episcopal Church 333 South Drexel Ave Bexley OH 43209 570728560 501C3 816229 To further the exempt purpose of the organization St Mary Church 514 Market St Portsmouth OH 45662 530196617 501C3 793289 To further the exempt purpose of the organization Hill View Retirement Center 1610 28th St Portsmouth OH 45662 311068742 501C3 767729 To further the exempt purpose of the organization All Saints Episcopal Church 610 Fourth St Portsmouth OH 45662 431504369 501C3 748332 To further the exempt purpose of the organization Animal Welfare League of Scioto County PO Box 1012 Portsmouth OH 45662 311123845 501C3 687358 To further the exempt purpose of the organization Shawnee Family Health Center 901 Washington St Portsmouth OH 45662 310843758 501C3 647522 To further the exempt purpose of the organization Cornerston Church of Portsmouth 808 Offnere St Portsmouth OH 45662 311814694 501C3 646523 To further the exempt purpose of the organization Friends of Greenlawn Cemetery Foundation PO Box 333 Portsmouth OH 45662 820704127 501C3 579959 To further the exempt purpose of the organization Scioto Christian Ministry PO Box 407 Portsmouth OH 45662 310783340 501C3 530909 To further the exempt purpose of the organization Ohio Northern University 525 South Main St Ada OH 45810 344429091 501C3 523716 To further the exempt purpose of the organization Sierra's Haven 80 Easter Dr Portsmouth OH 45662 311779083 501C3 83800 To further the exempt purpose of the organization Portsmouth Athletic Complex Project PO Box 1505 Portsmouth OH 45662 562400456 501C3 82500 To further the exempt purpose of the organization Ohio State University 190 N Oval Mall Columbus OH 43210 316025986 501C3 75732 To further the exempt purpose of the organization First Presbyterian Church 221 Court St Portsmouth OH 45662 314389675 501C3 64825 To further the exempt purpose of the organization Friends of Adams Co 4H and Extension PO Box 468 Peebles OH 45660 862213979 501C3 30000 To further the exempt purpose of the organization City of Portsmouth 782 Second St Portsmouth OH 45662 316400238 501C3 25000 To further the exempt purpose of the organization Miami University 501 E High St Oxford OH 45056 316402089 501C3 22850 To further the exempt purpose of the organization Mount Vernon Nazarene University 800 Martinsburg Rd Mount Vernon OH 43050 310725957 501C3 21675 To further the exempt purpose of the organization Portsmouth Area Arts Council PO Box 1258 Portsmouth OH 45662 237073017 501C3 16000 To further the exempt purpose of the organization Growing Lucasville Opportunities c/o Kenny Boldman 116 Woodland Dr Lucasville OH 45648 852208433 501C3 15000 To further the exempt purpose of the organization Rarden Daily Bread Inc 1631 Bleekman St Rarden OH 45671 850519557 501C3 15000 To further the exempt purpose of the organization Kent State University 131 Schwartz Center Kent OH 44242 316402079 501C3 12485 To further the exempt purpose of the organization Eastern Kentucky University 521 Lancaster Ave Richmond KY 40475 203612327 501C3 11452 To further the exempt purpose of the organization Potters House Ministries 5409 Winchester Ave Portsmouth OH 45662 770631190 501C3 9500 To further the exempt purpose of the organization Otway Historical Society PO Box 38 Otway OH 45657 454421958 501C3 9500 To further the exempt purpose of the organization Ohio Wesleyan University 61 S Sandusky St Delaware OH 43015 314379585 501C3 9000 To further the exempt purpose of the organization Baldwin Wallace University 275 Eastland Rd Berea OH 44017 340714629 501C3 8000 To further the exempt purpose of the organization Crown College of the Bible 2307 W Beaver Creek Dr Powell TN 37849 621504678 501C3 7267 To further the exempt purpose of the organization Capital University 1 College and Main Columbus OH 43209 314379435 501C3 7000 To further the exempt purpose of the organization University of Pikeville 147 Sycamore St Pikeville KY 41501 610444788 501C3 6693 To further the exempt purpose of the organization Cedarville University 251 N Main St Cedarville OH 45314 310536647 501C3 6500 To further the exempt purpose of the organization University of Northwestern Ohio 1441 N Cable Rd Lima OH 45805 341695897 501C3 6356 To further the exempt purpose of the organization Alice Lloyd College 100 Purpose Rd Pippa Passes KY 41844 610492351 501C3 5250 To further the exempt purpose of the organization 49 0 Schedule I, Part I, Line 2 Grant applications are reviewed to ensure applicants' planned use of grant funds meets the intended purpose of the grant awards. After award, grant recipients are required to report actual use of grant funds. X 14 574385 FMV 0 0 1 1 Schedule M, Part I, Line 32b The organization receives donations of publicly traded securities from donors. Donor transfer the stocks directly to a brokerage account maintained by a financial institution. The financial institution acts as an agent solely to accept and sell the donated securities on behalf of the organization and remits the cash proceeds to the organization. The organization uses the cash proceeds in accordance with its investment policy. Form 990, Part VI, Section B, Line 11b A complete of the 990 is provided to all board members for their review. Form 990, Part VI, Section B, Line 12c Annual conflict of interest and disclosure statements are signed by each board member. Form 990, Part VI, Section B, Line 15 Executive compensation for CEO is established by outside board members after reviewing compensation surveys as well as local market conditions. Executive compensation for staff is also established by outside board members after reviewing compensation surveys as well as local market conditions. Form 990, Part VI, Section C, Line 19 Governing documents, financial statements, and 990s are all available to the public for inspection. The Scioto Area Real Estate Foundation Inc 303 Chillicothe Street Portsmouth OH 45662 208924734 Support of the Scioto Foundation OH 501(c)(3) Supporting Org N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 The Scioto Area Real Estate Foundation Inc o 0