Mary Rutan Foundation
- Assets
- $9.7m
- Revenue
- $1.3m
- Investments
- $8.4m
- Employees
- 0
- Location
- Bellefontaine, OH
- Founding
- 01/1984
- Data as of
- 12/2021
- EIN
- 34-1407262
Organization Overview
Mary Rutan Foundation is located in Bellefontaine, OH. The organization was established in 1984. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary Rutan Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Mary Rutan Foundation generated $1.3m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 19.5% each year . All expenses for the organization totaled $197.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Mary Rutan Foundation has awarded 45 individual grants totaling $424,682. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL SCHOLARSHIPS, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITIES IN WHICH WE SERVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY HEALTH WELLNESS GRANT PROGRAM-TO SUPPORT VARIOUS COMMUNITY HEALTH AND WELLNESS PROGRAMS.
45 SCHOLARSHIPS WERE AWARDED TO BE USED FOR HEALTHCARE RELATED STUDIES.
TO SUPPORT THE ORGANIZATION'S MISSION TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITY IN WHICH WE SERVE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joan Haushalter Chair | OfficerTrustee | 0.75 | $0 |
Sara Stahler Board Vice Chairman | OfficerTrustee | 0.75 | $0 |
Tamara Allison COO | Officer | 10 | $0 |
Chad Ross President (sept - Dec) | Officer | 0.5 | $0 |
Amanda Goble President (jan - August) | Officer | 0.5 | $0 |
Steve Brown Vice President/cfo | Officer | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $16,930 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $5,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $468,576 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $490,506 |
| Total Program Service Revenue | $0 |
| Investment income | $256,303 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $558,354 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,305,163 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $90,963 |
| Grants and other assistance to domestic individuals. | $70,796 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,531 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $6,656 |
| Information technology | $3,209 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $300 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $197,111 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $373,694 |
| Savings and temporary cash investments | $300,606 |
| Pledges and grants receivable | $323,817 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $332,169 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $8,419,643 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $9,749,929 |
| Accounts payable and accrued expenses | $7,318 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $173,796 |
| Total liabilities | $181,114 |
| Net assets without donor restrictions | $7,902,207 |
| Net assets with donor restrictions | $1,666,608 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $9,749,929 |
Grants Awarded
Over the last fiscal year, Mary Rutan Foundation has awarded $27,550 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MAC-A-CHEEK LEARNING CENTER PURPOSE: TRAUMA SENSITIVE YOGA | $10,000 |
Bellefontaine, OH PURPOSE: FARMERS MARKET | $9,000 |
BELLEFONTAINE ELEMENTARY PURPOSE: LEARNING SELF REGULATION WITH SENSORY TOOLS | $8,550 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Mary Rutan Foundation has recieved totaling $49,170.
| Awarding Organization | Amount |
|---|---|
Columbus Foundation Columbus, OH PURPOSE: HEALTH | $30,000 |
United Way Of Logan County Inc Bellefontaine, OH | | $16,670 |
Haushalter Family Foundation Kenton, OH PURPOSE: NORTHPOINTE CENTER CAPITAL CAMPAIGN | $2,500 |
Endowment Analysis
| Beg. Balance | $398,484 |
| Ending Balance | $398,484 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
Jewish Federation Of Cleveland Cleveland, OH | $589,585,655 | $113,020,772 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Jewish Federation Of Greater Philadelphia Philadelphia, PA | $424,827,168 | $56,076,653 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA | $71,821,513 | $41,142,392 |
Jewish Federation Of Greater Pittsburgh Pittsburgh, PA | $277,158,927 | $43,372,124 |
United Way Of Greater Cincinnati Cincinnati, OH | $87,410,500 | $43,822,055 |
United Way Of Greater Philadelphia And Southern New Jersey Philadelphia, PA | $111,398,154 | $23,240,167 |
Colcom Foundation Pittsburgh, PA | $406,634,028 | $48,313,267 |