2021-05-13T12:06:13-05:00 2020-12-31 310998651 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2020-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH EXEC. DIRECT 9376429618 2021-05-04 DAVID VOLLRATH 999009999 BRIAN E RAVENCRAFT CPA P00318555 9376448175 2021-05-04 2020 2022-09-23 18:48:47Z COMMUNITY FOUNDATION OF UNION COUNT DAVID VOLLRATH PO BOX 608 MARYSVILLE OH 43040 4667205 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 3 0 1070524 4305589 0 279325 265422 93793 96194 1443642 4667205 1176021 1018407 0 131608 120673 0 2848 167667 165470 1475296 1304550 -31654 3362655 12735749 17208456 182285 175244 12553464 17033212 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 1263762 1018407 4305589 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. 1263762 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 4 0 3 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 67306 0 19000 LORI SHROYER FIN DIRECTOR 25.00 X 22939 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 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 ALAN SEYMOUR TRUSTEE 1.00 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 90245 19000 false false false 4305589 4305589 265422 265422 INCOME- OTHER REVENUE 96194 96194 96194 4667205 96194 265422 818739 818739 199668 199668 90245 76708 13537 2973 2527 446 2019 1716 303 18857 16028 2829 6579 5592 987 12893 12893 100 100 17214 14632 2582 14246 12109 2137 1123 1123 4893 4893 2570 2185 385 ADMINISTRATIVE FEES 95903 95903 MISCELLANEOUS 12270 10429 1841 FUNDRAISING 2848 2848 DUES AND SUBSCRIPTIONS 1410 1410 1304550 1263762 37940 2848 276641 1176285 2305454 1431379 34050 21010 97866 102759 4650 7037 22880 15000 22880 9892603 14334782 109485 112324 12735749 17208456 1455 449 180830 174795 182285 175244 X 12519414 17012202 34050 21010 12553464 17033212 12735749 17208456 X 3362655 1126053 -8960 X false true X true false X 1378994 809594 2075191 1070524 4305589 9639892 1378994 809594 2075191 1070524 4305589 9639892 3347861 6292031 175211 211696 217257 279325 265422 1148911 74837 107556 90355 272748 11061551 387898 0.56880 0.73840 X PART II, LINE 10 ADMINISTRATIVE FEE INCOME 272,748 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 110 4295779 1497479 698122 615388 6535713 10497499 true true 2376837 193064 -65527 -22565 2481809 2137996 344330 -82550 -22939 2376837 2298627 -89214 -49050 -22367 2137996 2351292 293557 -287128 -59095 2298627 2297056 200 147885 -61150 -32699 2351292 1.00000 false false 22880 22880 22880 CHARIT. ANNUITIES & REMAINDER TRUSTS 174795 174795 X 5793258 1126053 1126053 4667205 4667205 1313510 8960 8960 1304550 1304550 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 BELEIVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020 AND 2019. SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE - SPLIT INTEREST 8,960 true CARE TRAIN OF UNION COUNTY 250 E 5TH STREET MARYSVILLE OH 43040 311739631 501C3 17689 CENTRAL OHIO BICYCLE RACING ASSOC 435 E 7TH STREET MARYSVILLE OH 43040 311329654 501C3 10000 FAMILY PROMISE AT PROMISE HOUSE 39 NORTH WASHINGTON STREET DELAWARE OH 43015 352341272 501C3 10000 FIRST PRESBYTERIAN CHURCH 210 W 5TH STREET MARYSVILLE OH 43040 501C3 6217 HOPE CENTER 212 CHESTNUT STREET MARYSVILLE OH 43040 311370949 501C3 85314 LIGHTHOUSE BEHAVIORAL HEALTH SOLUTI 4000 EAST MAIN STREET WHITEHALL OH 43213 824226492 501C3 33790 MAPLECREST ASSISTED LIVING 717 ROGERS STREET BUCYRUS OH 44820 344451582 10000 MARYSVILLE EXEMPTED VILLAGE SCHOOL 1000 EDGEWOOD DRIVE MARYSVILLE OH 43040 316400720 GOV 25000 MARYSVILLE PUBLIC LIBRARY 231 S PLUM STREET MARYSVILLE OH 43040 311637206 GOV 100000 MEMORIAL HEALTH FOUNDATION 500 LONDON AVENUE MARYSVILLE OH 43040 311442661 501C3 31354 NEW DOVER UNITED METHODIST CHURCH 16637 CHURCH STREET MARYSVILLE OH 43040 311123068 501C3 11667 NORTH UNION LOCAL SCHOOLS 12920 STATE ROUTE 739 RICHWOOD OH 43344 310677254 GOV 50000 NUHOP CENTER FOR EXPERIENTIAL LEARN 404 HILLCREST DR ASHLAND OH 44805 237438600 501C3 5500 PHARISBURG UNITED METHODIST CHURCH 12629 SR 347 MARYSVILLE OH 43040 943071861 501C3 10000 TRINITY CHURCH SEATTLE 6512 23RD AVENUE NW SEATTLE WA 98117 916017344 501C3 20000 UNION COUNTY 4-H ADVIOSRY COMMITEE 1800 STATE ROUTE 4 MARYSVILLE OH 43040 611855507 501C3 15000 UNION COUNTY COMMUNITY IMPROVEMENT 227 EAST FIFTH STREET MARYSVILLE OH 43040 311052340 501C3 25385 UNION COUNTY FAIR BOARD 845 NORTH MAIN STREET MARYSVILLE OH 43040 316053076 501C3 11000 UNION COUNTY FAMILY YMCA 1150 CHARLES LANE MARYSVILLE OH 43040 311355370 501C3 50000 UNION COUNTY FIRE CHIEF'S ASSOC 16300 COUNTY HOME ROAD MARYSVILLE OH 43040 823759259 501C3 9245 VILLAGE OF RICHWOOD 153 N FRANKLIN STREET RICHWOOD OH 43344 316400915 GOV 5922 SCHOLARSHIPS < 5,000 158 174668 SCHOLARSHIPS > 5,000 4 25000 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 -8,960