2019-11-14T09:50:43-06:00 2018-12-31 BKD LLP 2402 W 8th Street Erie PA 16505 990 2018-01-01 251672243 Union City Community Foundation % BARBARA F SAMBROAK CPA UNIO 8144540843 459 West 6th Street Erie PA 16507 BARBARA F SAMBROAK CPA VP OF FINANCE 8144540843 2019-11-15 true Vincent Halupczynski P00347533 8144544008 167.68.126.162 25502320193185000004 2019-11-14 P 19BAA04008E08303052F8FF33069D688DFD4B9EB 3F6DACC75ED08E2CE5EA602EADEFD3D03DC0FF01 2018 2020-03-31 21:24:44Z BARBARA F SAMBROAK CPA 459 West 6th Street Erie PA 16507 2592446 false X www.unioncitycf.org X 2006 PA PUBLIC CHARITY COMMUNITY FOUNDATION 18 18 0 22 0 57459 802037 0 0 186526 349405 0 0 243985 1151442 115908 88094 0 0 0 0 0 0 6543 67525 71073 183433 159167 60552 992275 3998252 4221143 115454 1795 3882798 4219348 THE UNION CITY COMMUNITY FOUNDATION WORKS TO CONNECT DONORS TO THEIR FAVORITE CHARITIES BY CREATING ENDOWMENTS IN ORDER TO ACHIEVE DONORS PHILANTHROPIC INTERESTS. false false 125672 88094 TO RESPOND TO THE HEALTH CARE NEEDS IN THE UNION CITY AREA AND TO CONTRIBUTE TO THE QUALITY OF LIFE BY DEVELOPING AND MANAGING ENDOWMENTS FOR ORGANIZATIONS AND INDIVIDUALS, CREATING OTHER MECHANISMS THAT WILL CHANNEL MONEY, TOOLS AND SERVICES TO MEET THOSE NEEDS. 125672 true true false false false true false false false true false true false false false false true true 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 true true true false false true X 1 0 0 false true CJ BD false false false false false false false false X 18 18 true false false false false true false true true false false true true true true true true false PA X BARBARA F SAMBROAK CPA 8144540843 459 WEST 6TH STREET ERIE PA 16507 X Steven Jones Chairman 1.0 0.0 X X 0 0 0 Kyle Blakeslee Vice Chairman 1.0 0.0 X X 0 0 0 LARRY OBERT TREASURER 1.0 0.0 X X 0 0 0 Diane Bowes sECRETARY 1.0 0.0 X X 0 0 0 ABigail BIEBEL TRUSTEE 1.0 0.0 X 0 0 0 RICHARD MANSON TRUSTEE 1.0 0.0 X 0 0 0 DR ROGELIO ALLANIGUE Trustee 1.0 0.0 X 0 0 0 DARRELL COOPER TRUSTEE 1.0 0.0 X 0 0 0 Dana Williams TRUSTEE 1.0 0.0 X 0 0 0 RONALD JONES TRUSTEE 1.0 0.0 X 0 0 0 MARK WEBB Trustee 1.0 0.0 X 0 0 0 PAT BURGESS Trustee 1.0 0.0 X 0 0 0 SHAWN GROSS TRUSTEE 1.0 0.0 X 0 0 0 TARA LINEMAN TRUSTEE 1.0 0.0 X 0 0 0 Jim Shreve TRUSTEE 1.0 0.0 X 0 0 0 Henry Ward TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER CLARK TRUSTEE 1.0 0.0 X 0 0 0 NORM TROYER TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false none 0 802037 802037 0 98603 98603 0 0 0 0 0 1691806 1441004 250802 250802 250802 0 0 0 0 0 0 0 0 0 0 1151442 349405 70994 70994 17100 17100 0 0 0 0 0 0 0 0 3525 1177 1174 1174 0 0 0 0 53331 31626 21705 75 30 15 30 3206 641 641 1924 233 23 106 104 4859 2129 1365 1365 0 0 0 0 5694 1902 1896 1896 0 0 0 0 DUES AND MEMBERSHIPS 150 50 50 50 159167 125672 26952 6543 X 100 100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1330 570 0 0 3996822 2826144 0 1393783 0 0 0 0 0 546 3998252 4221143 95454 1795 20000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115454 1795 X 3882798 4219348 0 0 0 0 3882798 4219348 3998252 4221143 X 992275 -657612 1887 X X false true X true false X X 1 THE ERIE COMMUNITY FOUNDATION 256032032 7 true 0 0 1 true false false false false false false false false false false false false false false true true true X true false SCHEDULE A, PART IV, SECTION D, LINE 3 The supported Organization, The Erie Community Foundation, has a significant voice in determining The Union City Community Foundations investment policies and directing the use of The Union City Community Foundations income and assets. The Erie Community Foundation appoints the majority of the members of The Union City Community Foundations board of directors. The Union City Community Foundation is also managed by the same group of officers as the Erie Community Foundation. The officers and directors, who are appointed by The Erie Community Foundation, determine how the assets and income from the investments are distributed in the community. With respect to investment policies, the investments of UCCF are maintained in the overall investment pool for ECF which is managed by ECF. SCHEDULE A, PART IV, SECTION E, LINE 2A The Union City Community Foundations activities directly furthered the exempt purpose of the Erie Community Foundation, the supported organization. The Erie Community Foundations purpose is to improve the quality of life for all in the Erie region by addressing community issues, building permanent charitable endowments, and promoting philanthropic and community leadership. The Union City Community Foundations activities support the Erie Community Foundations purpose by connecting donors in Union City, which is part of the Erie region, with Union City charities and creating endowments for the Union City area. The Union City Foundations activities further the Erie Community Foundations purpose by supporting a geographic segment of the Erie Community. Substantially all of The Union City Foundations activities further the purpose of The Erie Community Foundation because all of the activities focus on promoting charity in Union City, which is part of the Erie region. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 5 693860 5443 24559 130548 2064057 true true 3846730 801095 -273209 114750 22832 31626 4205408 3401128 27538 590701 120798 22531 29308 3846730 3350524 10502 302898 212953 22379 27464 3401128 3557620 3680 -57581 105741 18659 28795 3350524 3538027 15940 180856 127361 20732 29110 3557620 1.00000 false true true INVESTMENTS - OTHER 1393783 1393783 -32646 -657612 1887 -655725 623079 13579 514784 528363 1151442 116067 116067 21705 21395 43100 159167 Form 990, Schedule D, Part X, Line 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. FORM 990, SCHEDULE D, PART XI, LINE 4B: ADJUSTMENT FOR REVENUE FROM AGENCY ACCOUNTS $514,784. FORM 990, SCHEDULE D, PART XII, LINE 4B ADJUSTMENT FOR EXPENSE FROM AGENCY ACCOUNTS $21,395. true ST VINCENT OUTPATIENT CENTER AT UC 130 NORTH MAIN ST UNION CITY PA 16438 251406710 501(C)3 10000 VARIOUS PROJECTS UNION CITY SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 9778 VARIOUS PROJECTS UNION CITY PRIDE 13 South Main St UNION CITY PA 16438 270695746 501(C)3 20995 VARIOUS PROJECTS United Way of Erie County 420 West 6th St Suite 200 Erie PA 16507 251053091 501(c)3 5629 Various Projects 4 Scholarships 21 17100 Form 990, Schedule I, Part II & III: OUR GRANT MAKING FALLS INTO 3 CATEGORIES: GRANTSYWHICH ARE RECOMMENDED BY THE Original DONOR OR FUND ADVISORS: WHEN THE RECOMMENDATIONS ARE SUBMITTED, A MEMBER OF THE FOUNDATION'S STAFF RESEARCHES THE ORGANIZATION AND VERIFIES 501(C)3 STATUS. OUR SUGGESTION FORM INCLUDES THE VERY SPECIFIC LANGUAGE: AS A DONOR ADVISOR TO THE UNION CITY COMMUNITY FOUNDATION, I RECOMMEND MAKING THIS GRANT FROM THE ABOVE NAMED FUND. I ACKNOWLEDGE THAT THE GRANT RECOMMENDATION MUST RECEIVE APPROVAL BY THE UNION CITY COMMUNITY FOUNDATION. IN ACCORDANCE WITH IRS REGULATIONS, THIS RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION OF THE UNDERSIGNED. NO GOODS OR SERVICES OR NON-TAX DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. SCHOLARSHIP: EACH OF OUR SCHOLARSHIP FUNDS HAS AN INDEPENDENT COMMITTEE ESTABLISHED FOR THE REVIEW OF THE SCHOLARSHIP APPLICATION, AND THE AWARDING DECISIONS. THE COMMITTEES ARE ESTABLISHED WITH AN EYE TOWARDS INDEPENDENCE AND MOST HAVE A LOCAL HIGH SCHOOL OFFICIAL ON THE COMMITTEE. SCHOLARSHIP CHECKS ARE USUALLY MADE PAYABLE TO THE SCHOOL. COMPETITIVE: OUR COMPETITIVE GRANT MAKING RESPONDS TO THE NEEDS OF THE COMMUNITY THROUGH AN APPLICATION AND REVIEW PROCESS. A GRANTS COMMITTEE REVIEWS ALL APPLICATIONS, AND THE FINANCE DEPARTMENT REVIEWS THE FINANCIAL DOUMENTATION SUBMITTED WITH THE APPLICATION. THE GRANTS COMMITTEE RECOMMENDS THE GRANTS TO THE BOARD OF DIRECTORS, WHO DELIBERATE AND GIVE FINAL APPROVAL. SIX MONTHS AFTER THE GRANT HAS BEEN DISBURSED, THE PROGRAM OFFICER SENDS AN EVALUATION FORM TO THE GRANTEE ORGANIZATION. SPECIFIC CRITERIA REGARDING THE GRANT REPORT ARE PROVIDED TO THE GRANTEE. ADDITIONALLY, THE PROGRAM OFFICER WILL MAKE BOTH SCHEDULED AND PERIODIC UNANNOUNCED SITE VISITS TO ASSESS THE VIABILITY AND EFFECTIVENESS OF THE GRANTEE'S PROGRAM. Form 990, PART VI, SECTION A, LINE 7A: THE UNION CITY COMMUNITY FOUNDATION HAS SIGNED An AFFLIATE AGREEMENT WITH THE ERIE COMMUNITY FOUNDATION. SINCE THEN THE ERIE COMMUNITY FOUNDATION HAS HAD THE RIGHT TO APPOINT A MAJORITY OF THE BOARD FOR UNION CITY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11: INTERNAL REVIEWS FOR THE FORM 990 ARE DONE BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT. THIS REVIEW CONSISTS OF TRACING ALL FIGURES FROM INTERNALLY DEVELOPED SCHEDULES TO THE 990 AND REVIEWING ALL DISCREPANCIES WITH THE TAX PREPARERS. NOTE THAT THE FULL BOARD OF TRUSTEES RECEIVE COPIES OF THE 990 BEFORE FILING FOR THIER REVIEW AND COMMENT. A FINAL REVIEW IS CONDUCTED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C: BOARD OF TRUSTEE MEMBERS MUST ANNUALLY DISCLOSE, IN FULL THE NAME OF EACH BUSINESS OR NONPROFIT ORGANIZATION THAT HAS OR REASONABLY EXPECTS TO HAVE A MATERIAL INTEREST IN ANY PROPOSED OR EXISTING CONTRACT, TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION AND IN WHICH HE/SHE, HIS/HER SPOUSE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY IS A MEMBER, DIRECTOR, OFFICER, EMPLOYER OR PARTNER. BOARD OF TRUSTEE MEMBERS ARE PROVIDED A FORM EACH YEAR FOR THIS PURPOSE. FOUNDATION STAFF FOLLOW-UP WITH TRUSTEES AS NECESSARY TO MAKE SURE THAT ALL FORMS ARE EXECUTED AND RETURNED. IN ADDITION TO THE ANNUAL DISCLOSURE, THE FOUNDATION'S CONFLICT OF INTEREST POLICY, WHICH ALL TRUSTEES MUST SIGN EACH YEAR, PROVIDES THAT TRUSTEES HAVING A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT BEEN PREVIOUSLY REPORTED. TRUSTEES THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES ARE RECUSED FROM PARTICIPATING IN THE VOTE. FORM 990, PART VI, SECTION C, LINE 19: THE UNION CITY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. Form 990, Part VI, Line 2: Board Members Ronald Jones and Steven Jones have a family relationship. FORM 990, PART XI, LINE 9 REFUND OF PRIOR YEAR GRANTS $1,887 Erie Community FOundation 459 West 6th Street erie PA 16507 256032032 CMNTY FOUNDA PA 501(C)3 7 na true NORTH EAST COMMUNITY FOUNDATION 459 WEST 6TH STREET Erie PA 16507 251650208 CMNTY FOUNDA PA 501(c)3 7 ECF true CORRY COMMUNITY FOUNDATION 459 WEST 6TH STREET Erie PA 16507 251850006 CMNTY FOUNDA PA 501(c)3 7 ECF true NON PROFIT PARTNERSHIP 459 WEST 6TH STREET Erie PA 16507 205616727 Management PA 501(c)3 7 Na true false false false false true false false false false false false true false false false false false false