2022-05-16T08:47:09-05:00 2021-12-31 310998651 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2021-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH EXEC. DIRECT 9376429618 2022-05-13 DAVID VOLLRATH 999009999 BRIAN E RAVENCRAFT CPA P00318555 9376448175 2022-05-13 2021 2022-09-23 18:48:47Z COMMUNITY FOUNDATION OF UNION COUNT DAVID VOLLRATH PO BOX 608 MARYSVILLE OH 43040 2554420 false X WWW.UNIONCOUNTYFOUNDATION.ORG X 1993 OH THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. 15 15 4 0 4305589 1986931 0 265422 352720 96194 214769 4667205 2554420 1018407 1299319 0 120673 133867 0 19916 165470 199486 1304550 1632672 3362655 921748 17208456 19897995 175244 187847 17033212 19710148 X THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. false false 1573945 1299319 1986931 THE FOUNDATION SUPPORTS PROGRAMS AND PROJECTS OF PROMISE THAT ARE RESPONSIVE TO COMMUNITY NEEDS. ITS ASSETS PROVIDE A TYPE OF VENTURE CAPITAL FOR CREATIVE PROBLEM SOLVING AND STRENGTHENING KEY COMMUNITY INSTITUTIONS TO ACCOMPLISH THEIR MISSIONS MORE EFFECTIVELY AND INDEPENDENTLY. 1573945 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 3 0 4 true false false false false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X X DAVID VOLLRATH 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH EXEC. DIRECT 29.00 X 70671 0 19000 CHRISTIE SNIDER FIN DIRECTOR 25.00 X 18702 0 0 CATHY BLACKFORD TRUSTEE 1.00 X 0 0 0 JUDI GREEN TRUSTEE 1.00 X 0 0 0 CHRISTINA HORAN TRUSTEE 1.00 X 0 0 0 CHIP HUBBS TRUSTEE 1.00 X 0 0 0 GARY LEE TRUSTEE 1.00 X 0 0 0 MICHEL MEG TRUSTEE 1.00 X 0 0 0 RYAN MICKELSON TRUSTEE 1.00 X 0 0 0 DR JENNIFER MORRISON TRUSTEE 1.00 X 0 0 0 ROGER C NICOL VICE CHAIRMA 1.00 X X 0 0 0 CHRISTIANE SCHMENK CHAIRPERSON 1.00 X X 0 0 0 DR MARK STOVER TRUSTEE 1.00 X 0 0 0 HOLLY UNDERWOOD TRUSTEE 1.00 X 0 0 0 JAMES VANDRE TRUSTEE 1.00 X 0 0 0 ANDREA WEAVER TRUSTEE 1.00 X 0 0 0 RONALD ZIMMERLY TRUSTEE 1.00 X 0 0 0 89373 19000 false false false 1986931 1986931 352720 352720 INCOME- OTHER REVENUE 214769 214769 214769 2554420 214769 352720 966518 966518 332801 332801 89373 75967 13406 12296 10452 1844 2120 1802 318 22067 18757 3310 8011 6809 1202 13079 13079 706 706 18845 16018 2827 14321 12173 2148 941 941 2712 2305 407 ADMINISTRATIVE FEES 126305 126305 FUNDRAISING 19916 19916 BANK FEES 878 746 132 MISCELLANEOUS 803 683 120 980 962 18 1632672 1573945 38811 19916 1176285 1916598 1431379 1232792 21010 12000 102759 7037 9010 22880 22880 22880 14334782 16700377 112324 4338 17208456 19897995 449 16618 174795 171229 175244 187847 X 17012202 19698148 21010 12000 17033212 19710148 17208456 19897995 X 921748 1764344 -9156 X false true X true false X 809594 2075191 1070524 4305589 1986931 10247829 809594 2075191 1070524 4305589 1986931 10247829 868070 9379759 211696 217257 279325 265422 352720 1326420 107556 90355 197911 11772160 602667 0.79680 0.56880 X PART II, LINE 10 ADMINISTRATIVE FEE INCOME 197,911 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 120 2125810 2192954 878483 763345 7783040 11927108 true true 2481809 298467 -82500 -25428 2672349 2376837 193064 -65527 -22565 2481809 2137996 344330 -82550 -22939 2376837 2298627 -89214 -49050 -22367 2137996 2351292 293557 -287128 -59095 2298627 1.00000 false false 22880 22880 22880 CHARIT. ANNUITIES & REMAINDER TRUSTS 171229 171229 X 4318764 1764344 1764344 2554420 2554420 1641828 9156 9156 1632672 1632672 SCHEDULE D, PAGE 3, PART X THE FOUNDATION HAS BEEN DETERMINED, BY THE INTERNAL REVENUE SERVICE, AS EXEMPT FROM FEDERAL INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICES AS OTHER THAN A PRIVATE FOUNDATION AND, AS A RESULT, A PROVISION FOR TAXES IS NOT REQUIRED. THE FOUNDATION FOLLOWS ASC NO. 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". THE FOUNDATION RECORDS INTEREST AND PENALTIES, IF ANY, IN INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN OPERATING EXPENSES. THE FOUNDATION DID NOT HAVE ANY INTEREST OR PENALTIES RELATED TO TAXES DURING THE YEAR. MANAGEMENT BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020. SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE - SPLIT INTEREST 9,156 true CARE TRAIN OF UNION COUNTY 250 E 5TH STREET MARYSVILLE OH 43040 311739631 501C3 20000 HOPE CENTER 212 CHESTNUT STREET MARYSVILLE OH 43040 311370949 501C3 55000 MARYSVILLE EXEMPTED VILLAGE SCHOOL 1000 EDGEWOOD DRIVE MARYSVILLE OH 43040 316400720 GOV 30000 MEMORIAL HEALTH FOUNDATION 500 LONDON AVENUE MARYSVILLE OH 43040 311442661 501C3 25000 NEW DOVER UNITED METHODIST CHURCH 16637 CHURCH STREET MARYSVILLE OH 43040 311123068 501C3 12200 PHARISBURG UNITED METHODIST CHURCH 12629 SR 347 MARYSVILLE OH 43040 943071861 501C3 30000 UNION COUNTY 4-H ADVIOSRY COMMITEE 1800 STATE ROUTE 4 MARYSVILLE OH 43040 611855507 501C3 16450 UNION COUNTY FAIR BOARD 845 NORTH MAIN STREET MARYSVILLE OH 43040 316053076 501C3 148159 UNION COUNTY FAMILY YMCA 1150 CHARLES LANE MARYSVILLE OH 43040 311355370 501C3 55881 MARYSVILLE UPTOWN THEATRE LLC PO BOX 1103 MARYSVILLE OH 43040 813681306 501-C3 60000 SAINT VINCENT DEPAUL 710 MEADOW RIDGE WAY MARYSVILLE OH 43040 852010706 10000 UNION COUNTY AGRICULTURAL SOCIETY PO BOX 678 MARYSVILLE OH 43040 314443901 501-C3 10000 OUR LADY OF LOURDES CATHOLIC CHURCH 1033 W 5TH STREET MARYSVILLE OH 43040 316042332 60000 UNION RURAL ELECTRIC COOPERATIVE PO BOX 393 MARYSVILLE OH 43040 314329510 6000 THE RICHWOOD BANKING COMPANY 28 N FRANKLIN STREET RICHWOOD OH 43344 314291610 8224 MARYSVILLE EAGLES AUXILIARY PO BOX 63 MARYSVILLE OH 43040 237361084 25000 RUSSIAN FELLOWSHIP GRACE BAPTIST CH PO BOX 1387 WESTERVILLE OH 43086 261304796 30000 HEART OF OHIO HEARTBREAKERS 15618 MEADOWBROOK DRIVE MARYSVILLE OH 43040 311263511 11000 LOWER LIGHTS CHRISTIAN HEALTH CENTE 1160 WEST BROAD STREET COLUMBUS OH 43222 311310355 10000 SCHOLARSHIPS < 5,000 132 265701 SCHOLARSHIPS > 5,000 11 67100 FORM 990 - ORGANIZATION'S MISSION THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. FORM 990, PAGE 6, PART VI, LINE 11B INFORMATION IS COMPARED TO YEAR END FINANCIAL REPORTS AND REVIEWED FOR ACCURACY BY FOUNDATION EMPLOYEE. FORM 990, PAGE 6, PART VI, LINE 12C FORMS ARE DISTRIBUTED AT ANNUAL MEETING AND CHANGES OF JOB DUTIES OR EMPLOYERS PROMPTS A REVISITING OF CONFLICT ISSUES. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR RAISES HAVE BASICALLY BEEN COST OF LIVING. ANNUAL REVIEWS ARE CONDUCTED AND THOUGHT IS GIVEN TO WAGES BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS ARE IN ANNUAL REPORT AND ON WEBSITE, OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE - SPLIT INTEREST -9,156