UNION COUNTY FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: UNION COUNTY FOUNDATION INC (EIN 35-1769294)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-02
IRS object ID: 202033079349301528
Schema version: 2019v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-02T13:12:30-06:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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	DANKA KLEIN	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	7654587664	PhoneNum
Signature	2020-10-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	THOMAS A ROBERTS	PreparerPersonNm
PTIN	P00997867	PTIN
Phone	7652847554	PhoneNum
Preparation	2020-10-28	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	70.89.193.68	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-02	IPDt
IP Tm	13:12:30	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	560ED5F618A605D56598D3EAC330F55CD93FC703	AtSubmissionCreationDeviceId
At Submission Filing Device Id	0F8E8931A97D9BAE350D71A97C3E2FF8E194497A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$2,674,793	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	13	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$296,440	PYContributionsGrantsAmt
CY Contributions Grants	$443,888	CYContributionsGrantsAmt
PY Program Service Revenue	$115,226	PYProgramServiceRevenueAmt
CY Program Service Revenue	$119,814	CYProgramServiceRevenueAmt
PY Investment Income	$540,568	PYInvestmentIncomeAmt
CY Investment Income	$465,248	CYInvestmentIncomeAmt
PY Other Revenue	$8,136	PYOtherRevenueAmt
CY Other Revenue	$10,978	CYOtherRevenueAmt
PY Total Revenue	$960,370	PYTotalRevenueAmt
CY Total Revenue	$1,039,928	CYTotalRevenueAmt
PY Grants And Similar Paid	$268,452	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$493,185	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$77,374	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$83,863	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$33,856	CYTotalFundraisingExpenseAmt
PY Other Expenses	$183,430	PYOtherExpensesAmt
CY Other Expenses	$199,048	CYOtherExpensesAmt
PY Total Expenses	$529,256	PYTotalExpensesAmt
CY Total Expenses	$776,096	CYTotalExpensesAmt
PY Revenues Less Expenses	$431,114	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$263,832	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,479,115	TotalAssetsBOYAmt
Total Assets EOY	$9,584,714	TotalAssetsEOYAmt
Total Liabilities BOY	$482,366	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$314,978	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,996,749	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,269,736	NetAssetsOrFundBalancesEOYAmt
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	$691,690	ExpenseAmt
Grant	$493,185	GrantAmt
Revenue	$119,814	RevenueAmt
Desc	GRANTS 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	$691,690	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	false	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	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4	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	13	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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

Form990 Part VII Section A Form990PartVIISectionAGrp (13 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
JENNIFER YAMASHIRO
VICE-PRESIDE	2.00	Yes (X)	Yes (X)	$0	$0	$0
REBEKAH KEASLING
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
GENE SANFORD
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID BERTCH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LANDON COYLE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARSHA CHAMBERS ELDRIDGE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GENA HARTMAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TED SANFORD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
VICTORIA SNYDER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
AMY TOWNSEND
DIRECTOR	1.00	Yes (X)		$0	$0	$0
AARON WELTY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DANKA KLEIN
EXECUTIVE DI	35.00		Yes (X)	$45,628	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$45,628	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$443,888	AllOtherContributionsAmt
Total Contributions	$443,888	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ADMINISTRATIVE FEES	Desc
Business	541610	BusinessCd
Total Revenue Column	$119,814	TotalRevenueColumnAmt
Related Or Exempt Func Income	$119,814	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$119,814	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$300,739	TotalRevenueColumnAmt
Exclusion	$300,739	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,799,374	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,634,865	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$164,509	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$164,509	TotalRevenueColumnAmt
Exclusion	$164,509	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Total Revenue Column	$10,978	TotalRevenueColumnAmt
Exclusion	$10,978	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$10,978	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,039,928	TotalRevenueColumnAmt
Related Or Exempt Func Income	$119,814	RelatedOrExemptFuncIncomeAmt
Exclusion	$476,226	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$378,807	TotalAmt
Program Services	$378,807	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$114,378	TotalAmt
Program Services	$114,378	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$45,628	TotalAmt
Program Services	$11,652	ProgramServicesAmt
Management And General	$17,108	ManagementAndGeneralAmt
Fundraising	$16,868	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$33,073	TotalAmt
Program Services	$8,446	ProgramServicesAmt
Management And General	$12,400	ManagementAndGeneralAmt
Fundraising	$12,227	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,162	TotalAmt
Program Services	$1,382	ProgramServicesAmt
Management And General	$2,060	ManagementAndGeneralAmt
Fundraising	$1,720	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$119,667	TotalAmt
Program Services	$119,667	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$13,025	TotalAmt
Management And General	$13,025	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$28,045	TotalAmt
Program Services	$28,045	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,274	TotalAmt
Program Services	$4,274	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,248	TotalAmt
Program Services	$2,099	ProgramServicesAmt
Management And General	$1,050	ManagementAndGeneralAmt
Fundraising	$2,099	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,771	TotalAmt
Program Services	$4,437	ProgramServicesAmt
Management And General	$1,214	ManagementAndGeneralAmt
Fundraising	$120	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$456	TotalAmt
Program Services	$365	ProgramServicesAmt
Fundraising	$91	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,653	TotalAmt
Program Services	$2,922	ProgramServicesAmt
Fundraising	$731	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,550	TotalAmt
Program Services	$4,440	ProgramServicesAmt
Management And General	$1,110	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,897	TotalAmt
Program Services	$2,318	ProgramServicesAmt
Management And General	$579	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MAINTENANCE AND REPAIRS	$10,020	$8,016	$2,004
MEMBERSHIP DUES	$442	$442

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$776,096	TotalAmt
Program Services	$691,690	ProgramServicesAmt
Management And General	$50,550	ManagementAndGeneralAmt
Fundraising	$33,856	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,525,144	BOYAmt
EOY	$1,208,610	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,159	BOYAmt
EOY	$4,252	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$185,002	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$103,157	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$84,600	BOYAmt
EOY	$81,845	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,865,212	BOYAmt
EOY	$8,090,055	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$199,952	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,479,115	BOYAmt
EOY	$9,584,714	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,932	BOYAmt
EOY	$2,318	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$24,500	BOYAmt
EOY	$7,750	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$445,277	BOYAmt
EOY	$292,390	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,657	BOYAmt
EOY	$12,520	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$482,366	BOYAmt
EOY	$314,978	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	$437,055	BOYAmt
EOY	$485,521	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,559,694	BOYAmt
EOY	$8,784,215	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,996,749	BOYAmt
EOY	$9,269,736	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,479,115	BOYAmt
EOY	$9,584,714	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$263,832	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,011,018	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,863	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	$721,507	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$354,123	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$305,384	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$296,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$443,888	CurrentTaxYearAmt
Total	$2,121,342	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$721,507	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$354,123	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$305,384	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$296,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$443,888	CurrentTaxYearAmt
Total	$2,121,342	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$427,973	SubstantialContributorsTotAmt
Public Support Total170	$1,693,369	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$142,410	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$141,114	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$151,130	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$308,475	CurrentTaxYearMinus1YearAmt
Current Tax Year	$300,739	CurrentTaxYearAmt
Total	$1,043,868	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$10,180	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,820	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,136	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,978	CurrentTaxYearAmt
Total	$38,114	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,203,324	TotalSupportAmt
Gross Receipts Rltd Activities	$348,046	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.52860	PublicSupportCY170Pct
Public Support PY170	0.48510	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 27,136	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	6	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$37,500	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$42,706	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$217,202	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	$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,028,802	BeginningYearBalanceAmt
Contributions	$219,922	ContributionsAmt
Investment Earnings Or Losses	$897,247	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$211,860	GrantsOrScholarshipsAmt
Other Expenditures	$25,089	OtherExpendituresAmt
Administrative Expenses	$110,001	AdministrativeExpensesAmt
End Year Balance	$7,799,021	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,650,297	BeginningYearBalanceAmt
Contributions	$236,706	ContributionsAmt
Investment Earnings Or Losses	$503,976	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$249,109	GrantsOrScholarshipsAmt
Other Expenditures	$12,199	OtherExpendituresAmt
Administrative Expenses	$100,869	AdministrativeExpensesAmt
End Year Balance	$7,028,802	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,338,736	BeginningYearBalanceAmt
Contributions	$669,902	ContributionsAmt
Investment Earnings Or Losses	-$89,955	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$151,337	GrantsOrScholarshipsAmt
Other Expenditures	$18,557	OtherExpendituresAmt
Administrative Expenses	$98,492	AdministrativeExpensesAmt
End Year Balance	$6,650,297	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.72000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27000	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	$24,000	OtherCostOrOtherBasisAmt
Book Value	$24,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$106,317	OtherCostOrOtherBasisAmt
Depreciation	$54,092	DepreciationAmt
Book Value	$52,225	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$54,685	OtherCostOrOtherBasisAmt
Depreciation	$49,065	DepreciationAmt
Book Value	$5,620	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$81,845	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	AGENCY ENDOWMENT FUNDS	Desc
Amt	$12,520	Amt

Field	Value	IRS element (for citing)
Total Liability	$12,520	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,021,005	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,011,018	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$1,011,018	RevenueNotReportedAmt
Revenue Subtotal	$1,009,987	RevenueSubtotalAmt
Investment Expenses Not Incld	$28,045	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$1,896	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$29,941	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,039,928	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$748,018	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$748,018	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$28,045	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$33	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$28,078	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$776,096	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 2016, 2017, AND 2018 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 1,896
SCHEDULE D, PAGE 4, PART XII, LINE 4B	AGENCY FUND EXPENSES 33

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
FREE AND ACCEPTED MASONS OF INDIANA
LODGE 58	1 EAST UNION STREET	LIBERTY	IN	47353	237127023	501C10	$10,000	PURCHASE NEW HALL
LIBERTY ELEMENTARY SCHOOL
	501 EATON STREET	LIBERTY	IN	47353	320403785	501C3	$9,862	PROGRAMS
ST ANDREW CATHOLIC CHURCH
	RICHMOND CATHOLIC COMMUNITY	RICHMOND	IN	47374	350992124	501C3	$19,802	SUPPORT	240 SOUTH 6 ST
ST MICHAEL'S CHURCH
	145 ST MICHAEL BLVD	BROOKVILLE	IN	47012	350867996	501C3	$12,352	SUPPORT
TRUSTEES OF THE UNION COUNTY PARKS
AND RECREATION BOARD	1 S FAIRGROUND ST	LIBERTY	IN	47353		GOV	$164,900	LAND PURCHASE
UNION COUNTY BOARD OF HEALTH
	6 W S STREET	LIBERTY	IN	47353	460556443	GOV	$5,596	TREATMENT PROGRAMS
UNION COUNTY CANCER ASSOCIATION
	43 WEST UNION STREET	LIBERTY	IN	47353	475554246	501C3	$15,000	OPERATING SUPPORT
UNION COUNTY HIGH SCHOOL
	410 PATRIOT BLVD	LIBERTY	IN	47353	463833267	501C3	$46,243	WORLD TRAVEL PROGRAM
UNION COUNTY PUBLIC LIBRARY
	2 SEMINARY ST	LIBERTY	IN	47353	356001784	501C3	$8,152	SECURITY CAMERAS

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	20	RecipientCnt
Cash Grant	$114,378	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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 -1,896 AGENCY FUND EXPENSES 33 TOTAL -1,863