2020-06-03T09:57:05-05:00 2019-12-31 310998651 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2019-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH EXEC. DIRECT 9376429618 2020-05-27 BRIAN E RAVENCRAFT CPA P00318555 9376448175 2020-05-27 52.37.240.203 2020-06-03 09:57:05 CD P D86157C79854983D388A5EEB74A07A1F36110402 27664891D0655D0FB7105CC9050F3D129776D2CB 2019 2021-01-29 14:40:06Z COMMUNITY FOUNDATION OF UNION COUNT DAVID VOLLRATH PO BOX 608 MARYSVILLE OH 43040 1443642 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 2075191 1070524 0 217257 279325 90355 93793 2382803 1443642 721714 1176021 0 136357 131608 0 16539 160101 167667 1018172 1475296 1364631 -31654 11325834 12735749 184537 182285 11141297 12553464 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 1420648 1176021 1070524 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. 1420648 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 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 64101 0 19610 LORI SHROYER FIN DIRECTOR 25.00 X 21828 0 0 SUE DEVINE FIN DIRECTOR 25.00 X 16670 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 102599 19610 false false false 1070524 1070524 279325 279325 INCOME- OTHER REVENUE 92793 92793 GRANTS REFUNDED- UNRESTRICTED 1000 1000 93793 1443642 93793 279325 913941 913941 262080 262080 102600 87211 15389 845 718 127 2417 2054 363 17761 15097 2664 7985 6787 1198 12678 12678 789 789 3344 2842 502 11800 10030 1770 417 417 1307 1307 4660 4660 2525 2146 379 ADMINISTRATIVE FEES 92793 92793 FUNDRAISING 16539 16539 SOFTWARE EXPENSES 14495 12321 2174 UTILITIES 2431 2066 365 3889 3389 500 1475296 1420648 38109 16539 338083 276641 2281494 2305454 36090 34050 93205 97866 6955 4650 15000 15000 15000 8448023 9892603 106984 109485 11325834 12735749 1380 1455 183157 180830 184537 182285 X 11105207 12519414 36090 34050 11141297 12553464 11325834 12735749 X -31654 1452594 -8773 X false true X true false X 596282 1378994 809594 2075191 1070524 5930585 596282 1378994 809594 2075191 1070524 5930585 566436 5364149 107922 175211 211696 217257 279325 991411 69323 74837 107556 90355 342071 7264067 291704 0.73840 0.73910 X PART II, LINE 10 ADMINISTRATIVE FEE INCOME 342,071 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 110 718707 2177529 860232 623837 2938055 9615409 true true 2137996 344330 -82550 -22939 2376837 2298627 -89214 -49050 -22367 2137996 2351292 293557 -287128 -59095 2298627 2297056 200 147885 -61150 -32699 2351292 2402128 1943 -85206 -21809 2297056 1.00000 false false 15000 15000 15000 CHARIT. ANNUITIES & REMAINDER TRUSTS 180830 180830 X 2896236 1452594 1452594 1443642 1443642 1484069 8773 8773 1475296 1475296 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, 2019 AND 2018. SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE - SPLIT INTEREST 8,773 true ASBURY UNITED METHODIST CHURCH 55 WEST LINCOLN AVE DELAWARE OH 43015 314384857 501C3 6100 CARE TRAIN OF UNION COUNTY PO BOX 305 MARYSVILLE OH 43040 311739631 501C3 20250 FAMILIES MATTER- UNION COUNTY JUV 272 SHEPHERD LANE MARYSVILLE OH 43040 273175579 501C3 7000 HOPE CENTER 212 CHESTNUT STREET MARYSVILLE OH 43040 311370949 501C3 76535 JONATHAN ALDER LOCAL SCHOOL DISTRIC 9200 US ROUTE 42 PLAIN CITY OH 43064 316402512 GOV 50000 LONGSTRETH MEMORIALS PO BOX 177 GALION OH 44833 020672733 8364 MARYHAVEN INC 1791 ALUM CREEK DRIVE COLUMBUS OH 43207 310732345 16000 MARYSVILLE BLACK RHINOS RUGBY CLUB 642 WAGON WHEEL LN MARYSVILLE OH 43040 814527728 5750 MARYSVILLE EXEMPTED VILLAGE SCHOOL 1000 EDGEWOOD DRIVE MARYSVILLE OH 43040 316400720 GOV 28641 MEMORIAL HEALTH FOUNDATION 500 LONDON AVENUE MARYSVILLE OH 43040 311442661 501C3 29800 MIA RECOVERIES INC PO BOX 12871 PRESCOTT AZ 863042871 310628641 42160 NATIONAL ALLIANCE ON MENTAL ILLNESS 814 BOWTON ROAD DELAWARE OH 43015 273448885 501C3 5500 NEW DOVER UNITED METHODIST CHURCH 16637 CHURCH STREET MARYSVILLE OH 43040 311123068 501C3 10333 NUHOP CENTER FOR EXPERIENTIAL LEARN 404 HILLCREST DR ASHLAND OH 44805 237438600 501C3 9325 PEDIATRIC BRAIN TUMOR FOUNDATION 302 RIDGEFIELD CT ASHEVILLE NC 28806 581966822 501C3 11250 PHARISBURG UNITED METHODIST CHURCH 12629 SR 347 MARYSVILLE OH 43040 943071861 501C3 20000 PINK RIBBONS GIRLS 15 SOUTH 2ND STREET TIPP CITY OH 45371 320020270 20000 ROTARY CLUB OF UNION COUNTY PO BOX 736 MARYSVILLE OH 43040 363981921 5021 SHOW MANAGEMENT 45 N 4TH ST COLUMBUS OH 43215 311051208 300000 THE RICHWOOD BANKING COMPANY 28 N FRANKLIN STREET RICHWOOD OH 43344 314291610 8772 UNION COUNTY FAMILY YMCA 1150 CHARLES LANE MARYSVILLE OH 43040 311355370 501C3 16425 UNION COUNTY HEALTH DEPARTMENT 940 LONDON AVENUE MARYSVILLE OH 43040 316400087 GOV 12000 UNION COUNTY SENIOR SERVICES 18000 SR 4 MARYSVILLE OH 43040 316400087 501C3 20685 UNITED WAY OF UNION COUNTY 648 CLYMER ROAD SUITE 120 MARYSVILLE OH 430401661 310682004 501C3 8000 SCHOLARSHIPS < 5,000 184 225083 SCHOLARSHIPS > 5,000 6 36997 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 -8,773