2025-07-31T12:51:13-05:00 2024-09-30 631133963 Haynes Downard LLP 3161 Cahaba Heights Road Suite 203 Birmingham AL 35243 990 2023-10-01 260546821 Marion Military Institute Foundation MARI 3346832398 1101 Washington Street Marion AL 36756 Edward A ONeal Jr Chairman 3346832398 2025-07-30 1 1 Lewis F Jones Jr P00013592 2052781000 2025-07-30 2023 2025-03-06 01:10:19Z Edward A O'Neal Jr 1101 Washington Street Marion AL 36756 2497409 0 X www.marionmilitary.edu X 2010 AL The organization provides support for Marion Military Institute. 16 16 0 0 0 0 849255 2071212 0 0 228500 310338 55856 115859 1133611 2497409 1941204 4504437 0 0 54570 55000 0 0 53834 102977 118242 2098751 4677679 -965140 -2180270 41012769 47042644 275888 320370 40736881 46722274 The purpose of the Foundation is to establish endowments and other forms of support to benefit scholarships, capital improvements, public relations, recruitment and the good name of Marion Military Institute. 0 0 4580727 4504437 Support for Marion Military Institute. 4580727 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 AL X X Suzanne McKee 3346832347 1101 Washington Street Marion AL 36756 X Donald Bennett Board member 1.00 X 0 0 0 BG Vandiver H Carter USAR Ret Board member 1.00 X 0 0 0 James Davidson Board member 1.00 X 0 0 0 Robert B Geddie Jr Board member 1.00 X 0 0 0 Samuel P Givhan Board member 1.00 X 0 0 0 Logan Gray Board member 1.00 X 0 0 0 MG W Shane Lee MD USAR Board member 1.00 X 0 0 0 Eugene McCollum Board member 1.00 X 0 0 0 COL Angelo Tony Riddick USA Board member 1.00 X 0 0 0 Leslie Sanders Board member 1.00 X 0 0 0 Jerry F Smith Board member 1.00 X 0 0 0 John G Zierdt Jr Board member 1.00 X 0 0 0 Norman D Pittman III Treasurer 1.00 X X 0 0 0 James Rane Secretary 1.00 X X 0 0 0 WF Noopie Cosby Jr Vice Chairman 1.00 X X 0 0 0 Edward A O'Neal Jr Chairman 2.00 X X 0 0 0 Suzanne Mckee Executive Director 40.00 X 0 0 0 0 0 0 0 0 0 0 0 2071212 2071212 310338 310338 115859 0 115859 115859 2497409 0 0 426197 4504437 4504437 55000 55000 15515 15515 27603 27603 Dues and subscriptions 29854 29854 Special events and fund 14645 14645 Supplies 11825 11825 Postage and shipping 8094 8094 10706 9465 1241 4677679 4580727 43118 53834 60769 103688 13271484 14680023 27680516 32258933 41012769 47042644 63001 48323 212887 272047 275888 320370 X 4735327 5061878 36001554 41660396 40736881 46722274 41012769 47042644 X -2180270 2276716 -8871 5897818 X X 0 1 X 1 0 X 719625 5612257 1173488 849255 2071212 10425837 719625 5612257 1173488 849255 2071212 10425837 4770760 5655077 152687 131600 213031 228500 310338 1036156 11461993 0.49340 0.44480 X 0 1 X 8839513 315707 2439679 180066 11414833 8137385 111858 832616 242346 8839513 89973776 97500 -1735216 198675 8137385 5687114 1978302 1077762 201359 8541819 5211059 117550 485713 127208 5687114 0 0 0 Perpetual trust 32258933 32258933 X 10663072 2276716 5897818 8174534 2488538 8871 8871 2497409 4677679 0 4677679 0 4677679 Part IV, Line 2b: The Foundation serves as the custodian for the Alabama Military Hall of Honor, and the Marion Military Institute Alumni Brigade. Part V, Line 4: To provide scholarships for students at Marion Military Institute. Part X, Line 2: The Foundation has no uncertain tax positions that qualify for recognition in the financial statements. Part XI, Line 2d - Other Adjustments: Change in value - perpetual trust 5,897,818. Special events, Adm 115859 115859 115859 115859 115859 0 Marion Military Institute 1101 Washington Street Marion AL 36756 630288853 501(c)(3) 4504437 0 Assistance to provide for capital improvements and scholarships. 1 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed at the annual board meeting by all the members of the governing board. Form 990, Part VI, Section C, line 19 The Marion Military Institute Foundation makes its financial statements available upon request. Form 990, Part XI, line 9: Change in value - perpetual trusts 5,897,818. Part XII, line 2c The Organization has not changed its oversight process or selection process related to the audit from the prior year. Marion Military Institute 1101 Washington St Marion AL 36756 630288853 Education AL 501(c)(3) Line 2 0 MMI Alumni Brigade PO Box 422 Marion AL 36756 631233414 Support of MMI Cadet Corps AL 501(c)(3) Line 11 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Marion Military Institute B 4504437