UNION COUNTY FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNION COUNTY FOUNDATION INC (EIN 35-1769294)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349319253
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-11-15T15:37:35-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043587095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ESTEP BURKEY SIMMONS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 42AddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP473080042ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351769294EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION COUNTY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone7654587664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 EATON STAddressLine1Txt
CityLIBERTYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47353ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANKA KLEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7654587664PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANKAPersonFirstNm
Person LastKLEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A ROBERTSPreparerPersonNm
PTINP00997867PTIN
Phone7652847554PhoneNum
Preparation2022-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD WORCESTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 EATON STAddressLine1Txt
CityLIBERTYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47353ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,476,502GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCFOUNDATIONINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO 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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$434,459PYContributionsGrantsAmt
CY Contributions Grants$454,614CYContributionsGrantsAmt
PY Program Service Revenue$118,414PYProgramServiceRevenueAmt
CY Program Service Revenue$141,176CYProgramServiceRevenueAmt
PY Investment Income$383,104PYInvestmentIncomeAmt
CY Investment Income$648,462CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$935,977PYTotalRevenueAmt
CY Total Revenue$1,244,252CYTotalRevenueAmt
PY Grants And Similar Paid$275,712PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$275,713CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$89,275PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,030CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,830CYTotalFundraisingExpenseAmt
PY Other Expenses$201,274PYOtherExpensesAmt
CY Other Expenses$233,136CYOtherExpensesAmt
PY Total Expenses$566,261PYTotalExpensesAmt
CY Total Expenses$606,879CYTotalExpensesAmt
PY Revenues Less Expenses$369,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$637,373CYRevenuesLessExpensesAmt
Total Assets BOY$10,371,303TotalAssetsBOYAmt
Total Assets EOY$11,670,446TotalAssetsEOYAmt
Total Liabilities BOY$160,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,187TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,211,001NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,633,259NetAssetsOrFundBalancesEOYAmt
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$505,451ExpenseAmt
Grant$275,713GrantAmt
Revenue$141,176RevenueAmt
DescGRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS.Desc
Total Program Service Expenses$505,451TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDANKA KLEINPersonNm
Phone7654587664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 EATON STAddressLine1Txt
CityLIBERTYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47353ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD WORCESTER
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
JENNIFER YAMASHIRO
VICE-PRESIDE2.00Yes (X)Yes (X)$0$0$0
REBEKAH KEASLING
SECRETARY2.00Yes (X)Yes (X)$0$0$0
AARON WELTY
TREASURER1.00Yes (X)Yes (X)$0$0$0
DAVID BERTCH
DIRECTOR1.00Yes (X)$0$0$0
LANDON COYLE
DIRECTOR1.00Yes (X)$0$0$0
MARSHA ELDRIDGE
DIRECTOR1.00Yes (X)$0$0$0
JOEY FRASUR
DIRECTOR1.00Yes (X)$0$0$0
GENA HARTMAN
DIRECTOR1.00Yes (X)$0$0$0
TED SANFORD
DIRECTOR1.00Yes (X)$0$0$0
VICTORIA SNYDER
DIRECTOR1.00Yes (X)$0$0$0
AMY TOWNSEND
DIRECTOR1.00Yes (X)$0$0$0
DANKA KLEIN
EXECUTIVE DI40.00Yes (X)$50,295$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$50,295TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$454,614AllOtherContributionsAmt
Total Contributions$454,614TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business541610BusinessCd
Total Revenue Column$141,176TotalRevenueColumnAmt
Related Or Exempt Func Income$141,176RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$141,176TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$501,118TotalRevenueColumnAmt
Exclusion$501,118ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$379,594SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$232,250SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$147,344SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$147,344TotalRevenueColumnAmt
Related Or Exempt Func Income$147,344RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,244,252TotalRevenueColumnAmt
Related Or Exempt Func Income$288,520RelatedOrExemptFuncIncomeAmt
Exclusion$501,118ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$72,602TotalAmt
Program Services$72,602ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$203,111TotalAmt
Program Services$203,111ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$50,295TotalAmt
Program Services$12,574ProgramServicesAmt
Management And General$18,609ManagementAndGeneralAmt
Fundraising$19,112FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$41,012TotalAmt
Program Services$10,399ProgramServicesAmt
Management And General$14,966ManagementAndGeneralAmt
Fundraising$15,647FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,723TotalAmt
Program Services$1,710ProgramServicesAmt
Management And General$2,508ManagementAndGeneralAmt
Fundraising$2,505FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$141,178TotalAmt
Program Services$141,178ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,183TotalAmt
Management And General$15,183ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,631TotalAmt
Program Services$24,631ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,319TotalAmt
Program Services$2,212ProgramServicesAmt
Fundraising$1,107FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,814TotalAmt
Program Services$1,926ProgramServicesAmt
Management And General$962ManagementAndGeneralAmt
Fundraising$1,926FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,109TotalAmt
Program Services$6,487ProgramServicesAmt
Management And General$1,622ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,004TotalAmt
Program Services$7,011ProgramServicesAmt
Management And General$1,865ManagementAndGeneralAmt
Fundraising$128FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$422TotalAmt
Program Services$338ProgramServicesAmt
Fundraising$84FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,603TotalAmt
Program Services$1,282ProgramServicesAmt
Fundraising$321FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,459TotalAmt
Program Services$8,367ProgramServicesAmt
Management And General$2,092ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,988TotalAmt
Program Services$3,990ProgramServicesAmt
Management And General$998ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MAINTENANCE AND REPAIRS$8,969$7,176$1,793
MEMBERSHIP DUES$457$457

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$606,879TotalAmt
Program Services$505,451ProgramServicesAmt
Management And General$60,598ManagementAndGeneralAmt
Fundraising$40,830FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,683,539BOYAmt
EOY$1,682,354EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,750BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,456BOYAmt
EOY$6,066EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$669,271LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$117,707LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$551,824BOYAmt
EOY$551,564EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,129,734BOYAmt
EOY$9,430,462EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,371,303BOYAmt
EOY$11,670,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,443BOYAmt
EOY$21,537EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$143,165BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,694BOYAmt
EOY$15,650EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$160,302BOYAmt
EOY$37,187EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$780,046BOYAmt
EOY$926,072EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,430,955BOYAmt
EOY$10,707,187EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,211,001BOYAmt
EOY$11,633,259EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,371,303BOYAmt
EOY$11,670,446EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$637,373ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$786,841NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,956OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$305,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$296,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$443,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$434,459CurrentTaxYearMinus1YearAmt
Current Tax Year$454,614CurrentTaxYearAmt
Total$1,934,785TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$305,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$296,440CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$443,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$434,459CurrentTaxYearMinus1YearAmt
Current Tax Year$454,614CurrentTaxYearAmt
Total$1,934,785TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$368,460SubstantialContributorsTotAmt
Public Support Total170$1,566,325PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$308,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$300,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$237,584CurrentTaxYearMinus1YearAmt
Current Tax Year$501,118CurrentTaxYearAmt
Total$1,499,046TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,136CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,978CurrentTaxYearMinus2YearsAmt
Total$27,934TotalAmt
FieldValueIRS element (for citing)
Total Support$3,461,765TotalSupportAmt
Gross Receipts Rltd Activities$607,636GrossReceiptsRltdActivitiesAmt
Public Support CY1700.45250PublicSupportCY170Pct
Public Support PY1700.49790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 27,934ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$27,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$9,594DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$365,184DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,734,804BeginningYearBalanceAmt
Contributions$399,833ContributionsAmt
Investment Earnings Or Losses$1,180,104InvestmentEarningsOrLossesAmt
Grants Or Scholarships$182,299GrantsOrScholarshipsAmt
Administrative Expenses$140,756AdministrativeExpensesAmt
End Year Balance$9,991,686EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,231,671BeginningYearBalanceAmt
Contributions$276,024ContributionsAmt
Investment Earnings Or Losses$820,400InvestmentEarningsOrLossesAmt
Grants Or Scholarships$178,226GrantsOrScholarshipsAmt
Other Expenditures$299,866OtherExpendituresAmt
Administrative Expenses$115,199AdministrativeExpensesAmt
End Year Balance$8,734,804EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,148,951BeginningYearBalanceAmt
Contributions$145,513ContributionsAmt
Investment Earnings Or Losses$1,304,718InvestmentEarningsOrLossesAmt
Grants Or Scholarships$197,414GrantsOrScholarshipsAmt
Other Expenditures$53,463OtherExpendituresAmt
Administrative Expenses$116,634AdministrativeExpensesAmt
End Year Balance$8,231,671EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,799,021BeginningYearBalanceAmt
Contributions$138,092ContributionsAmt
Investment Earnings Or Losses-$395,198InvestmentEarningsOrLossesAmt
Grants Or Scholarships$159,661GrantsOrScholarshipsAmt
Other Expenditures$121,261OtherExpendituresAmt
Administrative Expenses$112,042AdministrativeExpensesAmt
End Year Balance$7,148,951EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,028,802BeginningYearBalanceAmt
Contributions$219,922ContributionsAmt
Investment Earnings Or Losses$897,247InvestmentEarningsOrLossesAmt
Grants Or Scholarships$211,860GrantsOrScholarshipsAmt
Other Expenditures$25,089OtherExpendituresAmt
Administrative Expenses$110,001AdministrativeExpensesAmt
End Year Balance$7,799,021EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$321,710OtherCostOrOtherBasisAmt
Book Value$321,710BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$293,587OtherCostOrOtherBasisAmt
Depreciation$66,254DepreciationAmt
Book Value$227,333BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,974OtherCostOrOtherBasisAmt
Depreciation$51,453DepreciationAmt
Book Value$2,521BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$551,564TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY ENDOWMENT FUNDSDesc
Amt$15,650Amt
FieldValueIRS element (for citing)
Total Liability$15,650TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,004,280TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$786,841NetUnrealizedGainsInvstAmt
Revenue Not Reported$786,841RevenueNotReportedAmt
Revenue Subtotal$1,217,439RevenueSubtotalAmt
Investment Expenses Not Incld$24,631InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,182OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$26,813RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,244,252TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$582,022TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$582,022ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,631InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$226OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$24,857ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$606,879TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE 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 2018, 2019, AND 2020 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 4BAGENCY FUND REVENUE 2,182
SCHEDULE D, PAGE 4, PART XII, LINE 4BAGENCY FUND EXPENSES 226

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNION COUNTY HIGH SCHOOL
410 PATRIOT BLVDLIBERTYIN47353463833267501C3$12,195EDUCATION PROGRAMS
ST MICHAEL'S CHURCH
145 ST MICHAEL BLVDBROOKVILLEIN47012350867996501C3$12,437SUPPORT
ST ANDREW CATHOLIC CHURCH
RICHMOND CATHOLIC COMMUNITYRICHMONDIN47374350992124501C3$19,935SUPPORT
UNION COUNTY PARKS BOARD
2200 E MAIN STRICHMONDIN47374311200063501C6$5,658PARKS
UNION COUNTY PUBLIC LIBRARY
2 E SEMINARY STLIBERTYIN47353GOV$10,377SUPPORT
UNION COUNTY WEST POINT CEMETERY
708 N DEWEY RDLIBERTYIN47353351380864501C3$7,000SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient56RecipientCnt
Cash Grant$203,111CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS 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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE 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 12CUNION 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 15APERSONNEL 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 15BPERSONNEL 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 19ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9AGENCY FUND REVENUE -2,182 AGENCY FUND EXPENSES 226 TOTAL -1,956

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UC REVITALIZATION LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 EATON STAddressLine1Txt
CityLIBERTYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47353ZIPCd
FieldValueIRS element (for citing)
EIN853867436EIN
Primary ActivitiesPROPERTYPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIONBusinessNameLine1Txt
Business Name Line2COUNTY FOUNDATION INCBusinessNameLine2Txt

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