2026-01-27T17:00:11-06:00 2025-09-30 631133963 Haynes Downard LLP 3161 Cahaba Heights Road Suite 203 Birmingham AL 35243 990 2024-10-01 260546821 Marion Military Institute Foundation MARI 3346832398 1101 Washington Street Marion AL 36756 Edward A ONeal Jr Chairman 3346832398 2026-01-27 1 1 J Max Campbell Jr P00743822 2052781000 2026-01-27 2024 2025-03-06 01:10:19Z Edward A O'Neal Jr 1101 Washington Street Marion AL 36756 1043529 0 X www.marionmilitary.edu X 2010 AL The organization provides support for Marion Military Institute. 16 16 0 0 0 0 2071212 495517 0 0 310338 380665 115859 167347 2497409 1043529 4504437 3085578 0 0 55000 90000 0 0 59058 118242 197269 4677679 3372847 -2180270 -2329318 47042644 48944573 320370 393738 46722274 48550835 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 3289615 3085578 Support for Marion Military Institute. 3289615 1 1 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 35 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 495517 495517 380665 380665 167347 0 167347 167347 1043529 0 0 548012 3085578 3085578 90000 90000 13715 13715 89875 89875 456 456 10459 10459 Dues and subscriptions 31446 31446 Supplies 14289 14289 Special events and fund 13598 13598 Postage and shipping 13014 1382 11632 10417 8491 1926 3372847 3289615 24174 59058 103688 109671 84 14680023 14951043 32258933 33883775 47042644 48944573 48323 71810 272047 321928 320370 393738 X 5061878 4258552 41660396 44292283 46722274 48550835 47042644 48944573 X -2329318 1128227 -13873 3043525 X X 0 1 X 1 0 X 5612257 1173488 849255 2071212 495517 10201729 5612257 1173488 849255 2071212 495517 10201729 4770345 5431384 131600 213031 228500 310338 397569 1281038 11482767 0.47300 0.49340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 11414833 131276 1378949 258747 12666311 8839513 315707 2439679 180066 11414833 8137385 111858 832616 242346 8839513 89973776 97500 -1735216 198675 8137385 5687114 1978302 1077762 201359 8541819 0 0 0 Perpetual trust 33883775 33883775 X 5201408 1128227 3043525 4171752 1029656 13873 13873 1043529 3372847 0 3372847 0 3372847 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 3,043,525. Special events, Adm 167347 167347 167347 167347 167347 0 Marion Military Institute 1101 Washington Street Marion AL 36756 630288853 501(c)(3) 3085578 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 3,043,525. 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 3085578