2025-11-10T07:26:06-06:00 2024-12-31 341463411 BARNES WENDLING CPAS INC 5050 WATERFORD DRIVE SHEFFIELD VILLAGE OH 44035 990 2024-01-01 341176817 THE PORTAGE FOUNDATION PORT 3304708950 PO BOX 623 KENT OH 44240 JANICE SIMMONS-MORTIMER EXECUTIVE DIRECTOR 3304708950 2025-11-03 1 1 LAURIE A GATTEN CPA P01399120 4409343850 2025-11-03 2024 2025-03-06 01:10:19Z JANICE SIMMONS-MORTIMER PO BOX 623 KENT OH 44240 2507132 0 X PORTAGEFOUNDATION.ORG X 1975 OH THE MISSION OF THE PORTAGE FOUNDATION IS TO BUILD A THRIVING AND DYNAMIC COMMUNITY FOR PORTAGE COUNTY. ACTING AS A "BRIDGE" BETWEEN DONORS AND CHARITABLE ACTIVITIES, WE STRIVE TO INSPIRE PHILANTHROPY, BUILD ENDOWMENTS, IMPACT CAUSES, AND FOSTER PROJECTS. 10 10 3 14 0 0 404781 162303 0 0 286351 365124 0 0 691132 527427 447206 135789 0 0 119055 110625 0 0 50707 90627 84832 656888 331246 34244 196181 7157266 7790037 1445677 1536232 5711589 6253805 X THE PORTAGE FOUNDATION INSPIRES, IMPACTS, AND ENGAGES THE PORTAGE COUNTY COMMUNITY BY ENSURING PATHWAYS OF ENDURING SUPPORT TO MEET LOCAL NEEDS. WE ARE COMMITTED TO INTEGRITY AND ACCOUNTABILITY IN CONNECTING DONORS WITH RECIPIENTS, FOSTERING MEANINGFUL GIVING THAT STRENGTHENS OUR COMMUNITY. 0 0 182099 135789 DONOR SERVICESTHE PORTAGE FOUNDATION MANAGES MORE THAN 75 FUNDS ESTABLISHED BY INDIVIDUALS, CORPORATIONS, AND ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS THROUGH BOTH DONOR-ADVISED AND DISCRETIONARY GRANTMAKING. FUND OPTIONS INCLUDE UNRESTRICTED, FIELD OF INTEREST, DONOR ADVISED, SCHOLARSHIP, DESIGNATED, AND NONPROFIT AGENCY FUNDS. ASSETS ARE PROFESSIONALLY MANAGED WITH OVERSIGHT FROM AN INVESTMENT ADVISORY COMMITTEE TO ENSURE LONG-TERM SUSTAINABILITY OF GRANTMAKING AND COMMUNITY LEADERSHIP. THE FOUNDATION ALSO SERVES AS A RESOURCE HUB, CONNECTING DONORS WITH QUALIFIED NONPROFITS IN PORTAGE COUNTY, SUPPORTING ORGANIZATIONAL CAPACITY, AND CONDUCTING DUE DILIGENCE TO ENSURE ALL BENEFICIARIES ARE IRS-RECOGNIZED CHARITIES. SERVICES PROVIDED INCLUDE FUND STATEMENTS, GRANT EVALUATIONS, PLANNED GIVING SUPPORT, AND ACKNOWLEDGMENT AND DOCUMENTATION OF ALL CONTRIBUTIONS AND GRANTS. THE FOUNDATION IS COMMITTED TO EXCELLENCE IN DONOR SERVICE AND TO HELPING DONORS ACHIEVE THEIR PHILANTHROPIC GOALS. COMMUNITY GRANTMAKINGTHE PORTAGE FOUNDATION IS COMMITTED TO ACCOUNTABILITY AND EXCELLENCE IN SUPPORTING LOCAL COMMUNITIES, PARTNER ORGANIZATIONS, AND DONORS. THROUGH A COMPREHENSIVE GRANTMAKING PROGRAM, THE FOUNDATION FUNDS A WIDE RANGE OF NONPROFIT ORGANIZATIONS, ALLOCATING DISCRETIONARY GRANTS THROUGH OPEN AND COMPETITIVE APPLICATION CYCLES. GRANT PRIORITIES ARE GUIDED BY IDENTIFIED COMMUNITY NEEDS AND SERVICE GAPS TO ENSURE MEANINGFUL IMPACT. IN ADDITION, THE FOUNDATION ENGAGES DONORS AND FUNDING PARTNERS TO CO-INVEST IN BOTH GRANT AND SCHOLARSHIP OPPORTUNITIES. OUR SCHOLARSHIP PROGRAM GRANTED MORE THAN 40 AWARDS TO SUPPORT STUDENTS OF ALL AGES. ALL GRANTS ARE SUBJECT TO THOROUGH DUE DILIGENCE TO CONFIRM PROPER USE OF FUNDS AND TO EVALUATE THE OUTCOMES OF OUR INVESTMENTS. PORTAGE COUNTY DISASTER RELIEF FUNDTHE PORTAGE FOUNDATION, IN PARTNERSHIP WITH THE PORTAGE COUNTY EMERGENCY MANAGEMENT AGENCY, ESTABLISHED THE PORTAGE COUNTY DISASTER RELIEF FUND TO PROVIDE A TRUSTED VEHICLE FOR COLLECTING AND DISTRIBUTING DONATIONS DURING TIMES OF TRAGEDY OR NATURAL DISASTER. THE FUND WAS ACTIVATED IN THE SPRING OF 2024 IN RESPONSE TO A LOCAL TORNADO, ENABLING DIRECT GRANT SUPPORT TO AFFECTED VICTIMS. THIS INITIATIVE REFLECTS THE FOUNDATION'S ROLE AS A PATHWAY FOR MOBILIZING COMMUNITY SUPPORT IN TIMES OF URGENT NEED. 182099 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X JANICE SIMMONS-MORTIMER 3304708950 PO BOX 623 KENT OH 44240 KAMELIA FISHER PRESIDENT 1.00 X X 0 0 0 DEBBIE SMEILES PAST PRESIDENT 1.00 X X 0 0 0 LINDA ZUCCA TREASURER 5.00 X X 0 0 0 BETH PADISAK SECRETARY 1.00 X X 0 0 0 LISSA BARRY GRANTS CHAIR 1.00 X X 0 0 0 ERIC DECKER VICE PRESIDENT 1.00 X X 0 0 0 STEVE FISHER INVESTMENT & FINANCE 1.00 X X 0 0 0 ANNE JORGENSEN TRUSTEE 1.00 X 0 0 0 MARK WEISMAN TRUSTEE 1.00 X 0 0 0 JANICE SIMMONS-MORTIMER EXECUTIVE DIRECTOR 24.00 X 48760 0 0 MARY ANNE ZEMAN OPERATIONS MANAGER 24.00 X 30785 0 0 HEIDI JOHNSON COMMUNITY ENGAGEMENT MANAGER 24.00 X 22823 0 0 102368 0 0 0 0 0 0 0 162303 110946 162303 188167 188167 2156662 1979705 176957 176957 176957 527427 0 0 365124 93289 93289 42500 42500 102795 34265 34265 34265 7830 2610 2610 2610 13766 13766 35998 35998 13518 969 7506 5043 21550 8466 4295 8789 331246 182099 98440 50707 368689 58557 11896 3647 9407 8249 6779170 7723231 7157266 7790037 1445677 1536232 1445677 1536232 X 523584 64739 5188005 6189066 5711589 6253805 7157266 7790037 196181 346035 0 X X 0 1 X 1 0 X 1324056 666522 191805 404781 162303 2749467 1324056 666522 191805 404781 162303 2749467 229136 2520331 51389 363543 99647 162240 188167 864986 3614453 0.69730 0.77070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 40368 55557 3881709 1 1 5044670 557950 639238 24229 203941 6013688 4676810 371018 728618 731776 5044670 5939163 118855 -1012275 39452 329481 4676810 4996168 507270 693157 51500 205932 5939163 3614097 1063644 596178 125596 152155 4996168 0.00895 0.99105 0.00000 0 0 11896 3647 8249 8249 AGENCY FUNDS 1536232 1536232 X 857174 346035 19710 365745 491429 35998 35998 527427 314958 19710 19710 295248 35998 35998 331246 PART X, LINE 2: THE FOUNDATION COMPLIES WITH THE REQUIREMENTS OF INTERNAL REVENUE FOR EXEMPTION FROM INCOME TAX CODE SECTION 501(C)(3). HOWEVER, THE INTERNAL REVENUE SERVICE DOES REQUIRE A TAX BE PAID ON CERTAIN LOBBYING EXPENDITURES AND UNRELATED BUSINESS INCOME TAX. THE FOUNDATION EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. MANAGEMENT EVALUATED AND CONCLUDED THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 AURORA COMMUNITY RELIEF PROGRAM 146 S CHILLICOTHE ROAD AURORA OH 44202 670143620 501(C)3 10000 0 GENERAL USE TREE CITY CATS 135 FOREST DRIVE KENT OH 44240 874414324 501(C)3 10000 0 GENERAL USE 5 SCHOLARSHIPS 40 42500 X 3 110946 STOCK MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS REVIEWS 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY DISCLOSURE STATEMENTS ARE COMPLETED ANNUALLY AND SIGNED TO ENSURE MONITORING OF ANY CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.