UNION COUNTY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNION COUNTY FOUNDATION INC (EIN 35-1769294)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202433139349300613
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T07:57:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | 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 | 351769294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION COUNTY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7654587664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 EATON ST | AddressLine1Txt |
| City | LIBERTY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47353 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLIVIA CHEWNING | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7654587664 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| 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 | RICHARD WORCESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 EATON ST | AddressLine1Txt |
| City | LIBERTY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,723,677 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCFOUNDATIONINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST DONORS IN BUILDING AND PRESERVING PERPETUAL CHARITABLE FUNDS; TO MEET THE CHANGING NEEDS OF OUR COMMUNITY AND TO ENRICH THE QUALITY OF LIFE FOR THE RESIDENTS OF UNION COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $289,394 | PYContributionsGrantsAmt |
| CY Contributions Grants | $599,030 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,316 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $164,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $496,645 | PYInvestmentIncomeAmt |
| CY Investment Income | $451,509 | CYInvestmentIncomeAmt |
| CY Other Revenue | $326 | CYOtherRevenueAmt |
| PY Total Revenue | $913,355 | PYTotalRevenueAmt |
| CY Total Revenue | $1,215,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $291,874 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $738,075 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,968 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,417 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $53,281 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $259,384 | PYOtherExpensesAmt |
| CY Other Expenses | $301,016 | CYOtherExpensesAmt |
| PY Total Expenses | $669,226 | PYTotalExpensesAmt |
| CY Total Expenses | $1,147,508 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $244,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,205,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,084,351 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,186,487 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,023,667 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST DONORS IN BUILDING AND PRESERVING PERPETUAL CHARITABLE FUNDS; TO MEET THE CHANGING NEEDS OF OUR COMMUNITY AND TO ENRICH THE QUALITY OF LIFE FOR THE RESIDENTS OF UNION COUNTY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,004,129 | ExpenseAmt |
| Grant | $738,075 | GrantAmt |
| Revenue | $164,332 | RevenueAmt |
| Desc | GRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,004,129 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANKA KLEIN | PersonNm |
| Phone | 7654587664 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 EATON ST | AddressLine1Txt |
| City | LIBERTY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD WORCESTER | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON WELTY | ||||||
| VICE-PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECKA SAYNE-MEYER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TED SANFORD | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL ROGERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA SNYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA ELDRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY TOWNSEND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GENA HARTMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SWEET | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OLIVIA CHEWNING | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $599,030 | AllOtherContributionsAmt |
| Total Contributions | $599,030 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $164,332 | TotalRevenueColumnAmt |
| Exclusion | $164,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $164,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,707 | TotalRevenueColumnAmt |
| Exclusion | $377,707 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,582,282 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,508,480 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,802 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,802 | TotalRevenueColumnAmt |
| Exclusion | $73,802 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $326 | TotalRevenueColumnAmt |
| Exclusion | $326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $326 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,215,197 | TotalRevenueColumnAmt |
| Exclusion | $616,167 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,075 | TotalAmt |
| Program Services | $638,075 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,099 | TotalAmt |
| Program Services | $24,556 | ProgramServicesAmt |
| Management And General | $35,597 | ManagementAndGeneralAmt |
| Fundraising | $39,946 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,318 | TotalAmt |
| Program Services | $1,997 | ProgramServicesAmt |
| Management And General | $2,875 | ManagementAndGeneralAmt |
| Fundraising | $3,446 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,332 | TotalAmt |
| Program Services | $164,332 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,475 | TotalAmt |
| Management And General | $39,475 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,108 | TotalAmt |
| Program Services | $25,108 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,009 | TotalAmt |
| Program Services | $509 | ProgramServicesAmt |
| Fundraising | $6,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,288 | TotalAmt |
| Program Services | $2,515 | ProgramServicesAmt |
| Management And General | $1,258 | ManagementAndGeneralAmt |
| Fundraising | $2,515 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,380 | TotalAmt |
| Program Services | $13,904 | ProgramServicesAmt |
| Management And General | $3,476 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,439 | TotalAmt |
| Program Services | $7,431 | ProgramServicesAmt |
| Management And General | $1,928 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,618 | TotalAmt |
| Program Services | $1,294 | ProgramServicesAmt |
| Fundraising | $324 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351 | TotalAmt |
| Program Services | $1,881 | ProgramServicesAmt |
| Fundraising | $470 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,198 | TotalAmt |
| Program Services | $9,758 | ProgramServicesAmt |
| Management And General | $2,440 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,224 | TotalAmt |
| Program Services | $4,979 | ProgramServicesAmt |
| Management And General | $1,245 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE AND REPAIRS | $9,019 | $7,215 | $1,804 |
| MEMBERSHIP DUES | $575 | $575 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,508 | TotalAmt |
| Program Services | $1,004,129 | ProgramServicesAmt |
| Management And General | $90,098 | ManagementAndGeneralAmt |
| Fundraising | $53,281 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392,742 | BOYAmt |
| EOY | $774,413 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,137 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,683 | BOYAmt |
| EOY | $5,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $754,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $137,874 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,254 | BOYAmt |
| EOY | $616,566 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,211,838 | BOYAmt |
| EOY | $9,380,119 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $294,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,205,517 | BOYAmt |
| EOY | $11,084,351 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,352 | BOYAmt |
| EOY | $17,661 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,678 | BOYAmt |
| EOY | $15,373 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,030 | BOYAmt |
| EOY | $60,684 | 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 | $864,155 | BOYAmt |
| EOY | $868,027 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,322,332 | BOYAmt |
| EOY | $10,155,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,186,487 | BOYAmt |
| EOY | $11,023,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,205,517 | BOYAmt |
| EOY | $11,084,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $67,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $771,186 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,695 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $443,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $434,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,030 | CurrentTaxYearAmt |
| Total | $2,221,385 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $443,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $434,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,030 | CurrentTaxYearAmt |
| Total | $2,221,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $269,216 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,952,169 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,707 | CurrentTaxYearAmt |
| Total | $1,771,534 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $164,658 | CurrentTaxYearAmt |
| Total | $175,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,168,555 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $671,052 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 10,978 | ExplanationTxt |
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 | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $8,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $34,590 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $312,556 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,636,643 | BeginningYearBalanceAmt |
| Contributions | $463,427 | ContributionsAmt |
| Investment Earnings Or Losses | $1,150,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $495,360 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,465 | OtherExpendituresAmt |
| Administrative Expenses | $162,905 | AdministrativeExpensesAmt |
| End Year Balance | $9,559,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,991,686 | BeginningYearBalanceAmt |
| Contributions | $133,623 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,143,663 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $180,394 | GrantsOrScholarshipsAmt |
| Other Expenditures | $38,361 | OtherExpendituresAmt |
| Administrative Expenses | $126,248 | AdministrativeExpensesAmt |
| End Year Balance | $8,636,643 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,734,804 | BeginningYearBalanceAmt |
| Contributions | $399,833 | ContributionsAmt |
| Investment Earnings Or Losses | $1,180,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $182,299 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $140,756 | AdministrativeExpensesAmt |
| End Year Balance | $9,991,686 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,231,671 | BeginningYearBalanceAmt |
| Contributions | $276,024 | ContributionsAmt |
| Investment Earnings Or Losses | $820,400 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,226 | GrantsOrScholarshipsAmt |
| Other Expenditures | $299,866 | OtherExpendituresAmt |
| Administrative Expenses | $115,199 | AdministrativeExpensesAmt |
| End Year Balance | $8,734,804 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,148,951 | BeginningYearBalanceAmt |
| Contributions | $145,513 | ContributionsAmt |
| Investment Earnings Or Losses | $1,304,718 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $197,414 | GrantsOrScholarshipsAmt |
| Other Expenditures | $53,463 | OtherExpendituresAmt |
| Administrative Expenses | $116,634 | AdministrativeExpensesAmt |
| End Year Balance | $8,231,671 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347,123 | OtherCostOrOtherBasisAmt |
| Book Value | $347,123 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,641 | DepreciationAmt |
| Book Value | $259,591 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,233 | DepreciationAmt |
| Book Value | $9,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $616,566 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $15,373 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,373 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,959,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $771,186 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $771,186 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,188,139 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,108 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,950 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $27,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,215,197 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,122,145 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,122,145 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,108 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $255 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,363 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,147,508 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR GRANTS AND SCHOLARSHIPS TO BENEFIT THE RESIDENTS OF UNION COUNTY. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUE 1,950 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 255 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLLEGE CORNER COMMUNITY CLUB | ||||||||
| PO BOX 421 | WEST COLLEGE CORNER | IN | 47003 | 621185405 | 501C3 | $33,468 | GENERAL SUPPORT | |
| IVY TECH FOUNDATION | ||||||||
| 2357 CHESTER BOULEVARD | RICHMOND | IN | 47374 | 237073977 | 501C3 | $40,000 | EDUCATIONAL | |
| LIBERTY ELEMENTARY SCHOOL | ||||||||
| 501 EATON ST | LIBERTY | IN | 47353 | GOV | $6,208 | EDUCATION PROGRAMS | ||
| LIBERTY LIONS CLUB | ||||||||
| 27 WEST UNION ST | LIBERTY | IN | 47353 | 356108289 | 501C3 | $10,000 | GENERAL SUPPORT | |
| ST ANDREW CATHOLIC CHURCH | ||||||||
| RICHMOND CATHOLIC COMMUNITY | RICHMOND | IN | 47374 | 350992124 | 501C3 | $21,432 | SUPPORT | |
| ST MICHAEL'S CHURCH | ||||||||
| 145 ST MICHAEL BLVD | BROOKVILLE | IN | 47012 | 350867996 | 501C3 | $13,372 | SUPPORT | |
| THE JUNCTION INC | ||||||||
| PO BOX 311 | WEST COLLEGE CORNER | IN | 47003 | 260414282 | 501C3 | $41,850 | GENERAL SUPPORT | |
| TOWN OF WEST COLLEGE CORNER INDIANA | ||||||||
| PO BOX 177 | WEST COLLEGE CORNER | IN | 47003 | 351115489 | GOV | $70,000 | YOUTH DEVELOPMENT | |
| UNION COUNTY 4-H ASSOCIATION | ||||||||
| 411 PATRIOT BLVD | LIBERTY | IN | 47353 | 351695685 | 501C3 | $7,153 | PROGRAM SUPPORT | |
| UNION COUNTY HIGH SCHOOL | ||||||||
| 410 PATRIOT BLVD | LIBERTY | IN | 47353 | 463833267 | 501C3 | $31,684 | EDUCATION PROGRAMS | |
| UNION COUNTY PARKS BOARD | ||||||||
| 2200 E MAIN ST | RICHMOND | IN | 47374 | 311200063 | 501C6 | $15,000 | AMPHITHEATER | |
| UNION COUNTY PUBLIC LIBRARY | ||||||||
| 2 E SEMINARY ST | LIBERTY | IN | 47353 | 351856533 | 501C3 | $112,600 | EDUCATION PROGRAMS | |
| WEST COLLEGE CORNER VOLUNTEER FIRE | ||||||||
| PO BOX 464 | WEST COLLEGE CORNER | IN | 47003 | 351115489 | 501C4 | $100,000 | GENERAL SUPPORT | DEPARTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 44 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE SUBJECT TO THE SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | N/A |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHO IN TURN, DISCUSSES IT WITH THE FULL BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | UNION COUNTY FOUNDATION, INC. ASKS BOARD MEMBERS TO SIGN RECUSAL FORMS STATING ANY RELATIONSHIP TO SCHOLARSHIP RECIPIENTS. FURTHER THE BOARD IS ASKED IF THERE COULD BE ANY CONFLICTS OF INTEREST. NOTES ARE MADE IN MINUTES OF ANY POSSIBLE CONFLICTS. AT TIMES, BOARD MEMBERS WILL ABSTAIN FROM VOTING IF THERE IS ANY ISSUE OF CONFLICT AT ALL. |
| FORM 990, PAGE 6, PART VI, LINE 15A | PERSONNEL COMMITTEE MEETS AS NEEDED AND REVIEWS PERFORMANCE OF THE EXECUTIVE DIRECTOR. REPORTS ARE REVIEWED AS TO THE FINANCIAL STATUS OF THE ORGANIZATION. REPORTS OF COMPENSATION FROM OTHER INDIANA NOT-FOR-PROFIT ORGANIZATIONS ARE REVIEWED. AFTER THE COLLECTION AND REVIEW OF MATERIALS, THE COMMITTEE MAKES A DECISION FOR COMPENSATION BY A VOTE WHICH IS THEN PRESENTED TO THE FULL BOARD OF APPROVAL. APPROVAL IS STATED IN REGULAR MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | PERSONNEL COMMITTEE MEETS AS NEEDED AND REVIEWS PERFORMANCE OF THE EXECUTIVE DIRECTOR. REPORTS ARE REVIEWED AS TO THE FINANCIAL STATUS OF THE ORGANIZATION. REPORTS OF COMPENSATION FROM OTHER INDIANA NOT-FOR-PROFIT ORGANIZATIONS ARE REVIEWED. AFTER THE COLLECTION AND REVIEW OF MATERIALS, THE COMMITTEE MAKES A DECISION FOR COMPENSATION BY A VOTE WHICH IS THEN PRESENTED TO THE FULL BOARD OF APPROVAL. APPROVAL IS STATED IN REGULAR MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | AGENCY FUND REVENUE -1,950 AGENCY FUND EXPENSES 255 TOTAL -1,695 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC REVITALIZATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 EATON ST | AddressLine1Txt |
| City | LIBERTY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853867436 | EIN |
| Primary Activities | PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $22,654 | TotalIncomeAmt |
| End Of Year Assets | $540,605 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY FOUNDATION INC | BusinessNameLine2Txt |
Comments