UNION CITY COMMUNITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNION CITY COMMUNITY FOUNDATION (EIN 25-1672243)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349305891
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:36:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGILL POWER BELL & ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 W 8TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251672243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION CITY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 8144540843 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN BILOWITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8144540843 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG C MOFFATT | PreparerPersonNm |
| PTIN | P00077574 | PTIN |
| Phone | 8144536594 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN BILOWITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,472,746 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIONCITYCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PUBLIC CHARITY COMMUNITY FOUNDATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $156,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $301,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $225,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $319,814 | PYTotalRevenueAmt |
| CY Total Revenue | $381,367 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $216,417 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $258,466 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,257 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $111,022 | PYOtherExpensesAmt |
| CY Other Expenses | $101,826 | CYOtherExpensesAmt |
| PY Total Expenses | $327,439 | PYTotalExpensesAmt |
| CY Total Expenses | $360,292 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,625 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,996,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,633,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,867 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,134 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,942,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,512,920 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNION CITY COMMUNITY FOUNDATION WORKS TO CONNECT DONORS TO THEIR FAVORITE CHARITIES BY CREATING ENDOWMENTS IN ORDER TO ACHIEVE DONORS PHILANTHROPIC INTERESTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $315,293 | ExpenseAmt |
| Grant | $258,466 | GrantAmt |
| Desc | TO RESPOND TO THE HEALTH CARE NEEDS IN THE UNION CITY AREA AND TO CONTRIBUTE TO THE QUALITY OF LIFE BY DEVELOPING AND MANAGING ENDOWMENTS FOR ORGANIZATIONS AND INDIVIDUALS, CREATING OTHER MECHANISMS THAT WILL CHANNEL MONEY, TOOLS AND SERVICES TO MEET THOSE NEEDS. | Desc |
| Total Program Service Expenses | $315,293 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE HAUBER | PersonNm |
| Phone | 8144540843 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN JONES | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KYLE BLAKESLEE | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE BOWES | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CINDY WELLS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGELIO ALLANIGUE MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT BURGESS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRELL COOPER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN SURKALA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD JONES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK WEBB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN GROSS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATALIE WILMOTH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM SHREVE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CLARK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORM TROYER | ||||||
| TRUSTEE (EMERITUS - NON VO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT BENNETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY OBERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN BILOWITH | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $284,500 | $31,168 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $284,500 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,168 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $156,221 | AllOtherContributionsAmt |
| Total Contributions | $156,221 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,777 | TotalRevenueColumnAmt |
| Exclusion | $90,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,225,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,091,379 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $134,369 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,369 | TotalRevenueColumnAmt |
| Exclusion | $134,369 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $225,146 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,677 | TotalAmt |
| Program Services | $244,677 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,789 | TotalAmt |
| Program Services | $13,789 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,274 | TotalAmt |
| Program Services | $54,474 | ProgramServicesAmt |
| Management And General | $2,900 | ManagementAndGeneralAmt |
| Fundraising | $2,900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,355 | TotalAmt |
| Management And General | $33,355 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51 | TotalAmt |
| Program Services | $5 | ProgramServicesAmt |
| Management And General | $23 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974 | TotalAmt |
| Program Services | $395 | ProgramServicesAmt |
| Management And General | $395 | ManagementAndGeneralAmt |
| Fundraising | $1,184 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594 | TotalAmt |
| Program Services | $181 | ProgramServicesAmt |
| Management And General | $166 | ManagementAndGeneralAmt |
| Fundraising | $247 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006 | TotalAmt |
| Program Services | $336 | ProgramServicesAmt |
| Management And General | $335 | ManagementAndGeneralAmt |
| Fundraising | $335 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,421 | TotalAmt |
| Program Services | $1,421 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $1,500 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $151 | TotalAmt |
| Program Services | $15 | ProgramServicesAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,292 | TotalAmt |
| Program Services | $315,293 | ProgramServicesAmt |
| Management And General | $38,742 | ManagementAndGeneralAmt |
| Fundraising | $6,257 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,865,109 | BOYAmt |
| EOY | $3,159,306 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,765,162 | BOYAmt |
| EOY | $3,345,749 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,415 | BOYAmt |
| EOY | $126,715 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050 | BOYAmt |
| EOY | $1,184 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,996,836 | BOYAmt |
| EOY | $6,633,054 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890 | BOYAmt |
| EOY | $150 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,977 | BOYAmt |
| EOY | $119,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,867 | BOYAmt |
| EOY | $120,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,942,969 | BOYAmt |
| EOY | $6,512,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,942,969 | BOYAmt |
| EOY | $6,512,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,996,836 | BOYAmt |
| EOY | $6,633,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $548,169 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $707 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256032032 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | 0 | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION D, LINE 3: | THE SUPPORTED ORGANIZATION, THE ERIE COMMUNITY FOUNDATION, HAS A SIGNIFICANT VOICE IN DETERMINING THE UNION CITY COMMUNITY FOUNDATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE UNION CITY COMMUNITY FOUNDATION'S INCOME AND ASSETS. THE ERIE COMMUNITY FOUNDATION APPOINTS THE MAJORITY OF THE MEMBERS OF THE UNION CITY COMMUNITY FOUNDATIONS BOARD OF DIRECTORS. THE UNION CITY COMMUNITY FOUNDATION IS ALSO MANAGED BY THE SAME GROUP OF OFFICERS AS THE ERIE COMMUNITY FOUNDATION. THE OFFICERS AND DIRECTORS, WHO ARE APPOINTED BY THE ERIE COMMUNITY FOUNDATION, DETERMINE HOW THE ASSETS AND INCOME FROM THE INVESTMENTS ARE DISTRIBUTED IN THE COMMUNITY. WITH RESPECT TO INVESTMENT POLICIES, THE INVESTMENTS OF UCCF ARE MAINTAINED IN THE OVERALL INVESTMENT POOL FOR ECF WHICH IS MANAGED BY ECF. |
| PART IV, SECTION E, LINE 2A: | THE UNION CITY COMMUNITY FOUNDATION'S ACTIVITIES DIRECTLY FURTHERED THE EXEMPT PURPOSE OF THE ERIE COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THE ERIE COMMUNITY FOUNDATION'S PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR ALL IN THE ERIE REGION BY ADDRESSING COMMUNITY ISSUES, BUILDING PERMANENT CHARITABLE ENDOWMENTS, AND PROMOTING PHILANTHROPIC AND COMMUNITY LEADERSHIP. THE UNION CITY COMMUNITY FOUNDATION'S ACTIVITIES SUPPORT THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY CONNECTING DONORS IN UNION CITY, WHICH IS PART OF THE ERIE REGION, WITH UNION CITY CHARITIES AND CREATING ENDOWMENTS FOR THE UNION CITY AREA. THE UNION CITY FOUNDATION'S ACTIVITIES FURTHER THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY SUPPORTING A GEOGRAPHIC SEGMENT OF THE ERIE COMMUNITY. SUBSTANTIALLY ALL OF THE UNION CITY FOUNDATION'S ACTIVITIES FURTHER THE PURPOSE OF THE ERIE COMMUNITY FOUNDATION BECAUSE ALL OF THE ACTIVITIES FOCUS ON PROMOTING CHARITY IN UNION CITY, WHICH IS PART OF THE ERIE REGION. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 15 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $10,100 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $9,427 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $181,456 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $841,051 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,245,526 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,970,650 | BeginningYearBalanceAmt |
| Contributions | $112,418 | ContributionsAmt |
| Investment Earnings Or Losses | $773,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $258,016 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,356 | OtherExpendituresAmt |
| Administrative Expenses | $48,675 | AdministrativeExpensesAmt |
| End Year Balance | $6,516,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,055,307 | BeginningYearBalanceAmt |
| Contributions | $26,176 | ContributionsAmt |
| Investment Earnings Or Losses | -$815,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,617 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,060 | OtherExpendituresAmt |
| Administrative Expenses | $51,381 | AdministrativeExpensesAmt |
| End Year Balance | $5,970,650 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,488,890 | BeginningYearBalanceAmt |
| Contributions | $1,019,936 | ContributionsAmt |
| Investment Earnings Or Losses | $959,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $318,132 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,414 | OtherExpendituresAmt |
| Administrative Expenses | $44,851 | AdministrativeExpensesAmt |
| End Year Balance | $7,055,307 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,864,879 | BeginningYearBalanceAmt |
| Contributions | $122,115 | ContributionsAmt |
| Investment Earnings Or Losses | $659,626 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,605 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,589 | OtherExpendituresAmt |
| Administrative Expenses | $37,536 | AdministrativeExpensesAmt |
| End Year Balance | $5,488,890 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,205,408 | BeginningYearBalanceAmt |
| Contributions | $83,753 | ContributionsAmt |
| Investment Earnings Or Losses | $790,550 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $154,809 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,188 | OtherExpendituresAmt |
| Administrative Expenses | $33,835 | AdministrativeExpensesAmt |
| End Year Balance | $4,864,879 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS PARTNERSHIPS AND ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $3,345,749 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,345,749 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $566,955 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $548,169 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | $707 | RecoveriesPriorYearGrantsAmt |
| Revenue Not Reported | $548,876 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,079 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,356 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $329,932 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $363,288 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $381,367 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $183,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $183,622 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,356 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $143,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $176,670 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $360,292 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT FOR REVENUE FROM AGENCY ACCOUNTS 329,932. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT FOR EXPENSE FROM AGENCY ACCOUNTS 143,314. |
| SCHEDULE D PART X LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $27,528,018 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $27,528,018 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $27,528,018 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SAINT VINCENT OUTPATIENT CENTER AT UNION CITY | ||||||||
| 130 NORTH MAIN STREET | UNION CITY | PA | 16438 | 251406710 | 501(C)(3) | $10,000 | $0 | VARIOUS PROJECTS |
| UNION CITY AREA SCHOOL DISTRICT FOUNDATION | ||||||||
| 107 CONCORD ST | UNION CITY | PA | 16438 | 251850661 | 501(C)(3) | $73,743 | $0 | VARIOUS PROJECTS |
| UNION CITY PRIDE INC | ||||||||
| PO BOX 172 | UNION CITY | PA | 16438 | 270695746 | 501(C)(3) | $99,655 | $0 | VARIOUS PROJECTS |
| UNION CITY PRESBYTERIAN CHURCH | ||||||||
| 37 WEST HIGH STREET | UNION CITY | PA | 16438 | 256061539 | 501(C)(3) | $5,703 | $0 | VARIOUS PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 17 | RecipientCnt |
| Cash Grant | $13,789 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OUR GRANT MAKING FALLS INTO 3 CATEGORIES: GRANTS WHICH ARE RECOMMENDED BY THE ORIGINAL DONOR OR FUND ADVISORS: WHEN THE RECOMMENDATIONS ARE SUBMITTED, A MEMBER OF THE FOUNDATION'S STAFF RESEARCHES THE ORGANIZATION AND VERIFIES 501(C)3 STATUS. OUR SUGGESTION FORM INCLUDES THE VERY SPECIFIC LANGUAGE: AS A DONOR ADVISOR TO THE UNION CITY COMMUNITY FOUNDATION, I RECOMMEND MAKING THIS GRANT FROM THE ABOVE NAMED FUND. I ACKNOWLEDGE THAT THE GRANT RECOMMENDATION MUST RECEIVE APPROVAL BY THE UNION CITY COMMUNITY FOUNDATION. IN ACCORDANCE WITH IRS REGULATIONS, THIS RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION OF THE UNDERSIGNED. NO GOODS OR SERVICES OR NON-TAX DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. SCHOLARSHIP: EACH OF OUR SCHOLARSHIP FUNDS HAS AN INDEPENDENT COMMITTEE ESTABLISHED FOR THE REVIEW OF THE SCHOLARSHIP APPLICATION, AND THE AWARDING DECISIONS. THE COMMITTEES ARE ESTABLISHED WITH AN EYE TOWARDS INDEPENDENCE AND MOST HAVE A LOCAL HIGH SCHOOL OFFICIAL ON THE COMMITTEE. SCHOLARSHIP CHECKS ARE USUALLY MADE PAYABLE TO THE SCHOOL. COMPETITIVE: OUR COMPETITIVE GRANT MAKING RESPONDS TO THE NEEDS OF THE COMMUNITY THROUGH AN APPLICATION AND REVIEW PROCESS. A GRANTS COMMITTEE REVIEWS ALL APPLICATIONS, AND THE FINANCE DEPARTMENT REVIEWS THE FINANCIAL DOUMENTATION SUBMITTED WITH THE APPLICATION. THE GRANTS COMMITTEE RECOMMENDS THE GRANTS TO THE BOARD OF DIRECTORS, WHO DELIBERATE AND GIVE FINAL APPROVAL. SIX MONTHS AFTER THE GRANT HAS BEEN DISBURSED, THE UNION CITY COMMUNITY FOUNDATION 25-1672243 PROGRAM OFFICER SENDS AN EVALUATION FORM TO THE GRANTEE ORGANIZATION. SPECIFIC CRITERIA REGARDING THE GRANT REPORT ARE PROVIDED TO THE GRANTEE. ADDITIONALLY, THE PROGRAM OFFICER WILL MAKE BOTH SCHEDULED AND PERIODIC UNANNOUNCED SITE VISITS TO ASSESS THE VIABILITY AND EFFECTIVENESS OF THE GRANTEE'S PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN BILOWITH | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $257,500 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $20,000 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $7,000 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $19,425 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $11,743 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $315,668 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | T IS THE POLICY OF THE FOUNDATION TO CONSIDER MEMBERSHIP IN ORGANIZATIONS THAT WOULD PROMOTE THE ADVANCEMENT OF THE FOUNDATION, ENHANCE THE PROFESSIONAL STANDING OF ITS SENIOR PERSONNEL, AND FACILITATE FAVORABLE COMMUNITY RELATIONS. COSTS IN RELATION TO BENEFITS SHALL BE CONSIDERED. MEMBERSHIP IN AN ORGANIZATION MUST BE USED PRIMARILY FOR BUSINESS PURPOSES. KAREN BILOWITH AND SUSANNAH WEIS FRIGON ARE THE ONLY EMPLOYEES WHO RECEIVE THE SOCIAL CLUB BENEFIT. THIS BENEFIT IS INCLUDED IN COMPENSATION AS A TAXABLE FRINGE BENEFIT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS RONALD JONES AND STEVEN JONES HAVE A FAMILY RELATIONSHIP. EMPLOYEE OLIVIA BURGESS AND BOARD MEMBERS KYLE BLAKESLEE AND PAT BURGESS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNION CITY COMMUNITY FOUNDATION HAS SIGNED AN AFFLIATE AGREEMENT WITH THE ERIE COMMUNITY FOUNDATION. SINCE THEN THE ERIE COMMUNITY FOUNDATION HAS HAD THE RIGHT TO APPOINT A MAJORITY OF THE BOARD FOR UNION CITY COMMUNITY FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | INTERNAL REVIEWS FOR THE FORM 990 ARE DONE BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT. THIS REVIEW CONSISTS OF TRACING ALL FIGURES FROM INTERNALLY DEVELOPED SCHEDULES TO THE 990 AND REVIEWING ALL DISCREPANCIES WITH THE TAX PREPARERS. NOTE THAT THE FULL BOARD OF TRUSTEES RECEIVE COPIES OF THE 990 BEFORE FILING FOR THIER REVIEW AND COMMENT. A FINAL REVIEW IS CONDUCTED BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF TRUSTEE MEMBERS MUST ANNUALLY DISCLOSE, IN FULL THE NAME OF EACH BUSINESS OR NONPROFIT ORGANIZATION THAT HAS OR REASONABLY EXPECTS TO HAVE A MATERIAL INTEREST IN ANY PROPOSED OR EXISTING CONTRACT, TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION AND IN WHICH HE/SHE, HIS/HER SPOUSE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY IS A MEMBER, DIRECTOR, OFFICER, EMPLOYER OR PARTNER. BOARD OF TRUSTEE MEMBERS ARE PROVIDED A FORM EACH YEAR FOR THIS PURPOSE. FOUNDATION STAFF FOLLOW-UP WITH TRUSTEES AS NECESSARY TO MAKE SURE THAT ALL FORMS ARE EXECUTED AND RETURNED. IN ADDITION TO THE ANNUAL DISCLOSURE, THE FOUNDATION'S CONFLICT OF INTEREST POLICY, WHICH ALL TRUSTEES MUST SIGN EACH YEAR, PROVIDES THAT TRUSTEES HAVING A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT BEEN PREVIOUSLY REPORTED. TRUSTEES THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES ARE RECUSED FROM PARTICIPATING IN THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A POLICY WHICH INCLUDES AN INDEPENDENT REVIEW OF COMPENSATION, HOWEVER, THE ORGANIZATION PRESENTLY DOES NOT HAVE ANY PAID EMPLOYEES SO THE POLICY IS NOT CURRENTLY APPLICABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNION CITY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PRIOR YEAR REFUND 707. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIE COMMUNITY FOUNDATION | |||||||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | 256032032 | CMNTY FOUNDA | PA | 501(C)(3) | LINE 7 | N/A | Yes (1) | |
| NORTH EAST COMMUNITY FOUNDATION | |||||||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | 251650208 | CMNTY FOUNDA | PA | 501(C)(3) | LINE 7 | Yes (1) | ECF | |
| CORRY COMMUNITY FOUNDATION | |||||||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | 251850006 | CMNTY FOUNDA | PA | 501(C)(3) | LINE 12C, III-FI | Yes (1) | ECF | |
| NON PROFIT PARTNERSHIP | |||||||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | 205616727 | MANAGEMENT | PA | 501(C)(3) | LINE 7 | N/A | Yes (1) | |
| HISTORICAL ERIE PRESERVATION TRUST | |||||||||||
| 230 WEST 6TH STREET | ERIE | PA | 16507 | 846785153 | CHARITABLE TRUST | PA | 501(C)(3) | LINE 12A, I | Yes (1) | ECF | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $48,675 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments