2019-05-14T09:34:49-05:00 2018-12-31 310998651 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2018-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH EXEC. DIRECT 9376429618 2018-05-10 BRIAN E RAVENCRAFT CPA P00318555 9376448175 2019-05-10 167.68.16.49 2019-05-14 09:34:49 CD P 0CA194CBC5E2A2BBF6CDC2BB91C36F06C0C9087E EBFB825DABCAC593549FFD0538A0317FD49DA346 2018 2019-02-21 02:37:17Z COMMUNITY FOUNDATION OF UNION COUNT DAVID VOLLRATH PO BOX 608 MARYSVILLE OH 43040 2382803 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 809600 2075191 0 211696 217257 107556 90355 1128852 2382803 787711 721714 0 121753 136357 0 12449 179675 160101 1089139 1018172 39713 1364631 10675453 11325834 200500 184537 10474953 11141297 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 879285 721714 2075191 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. 879285 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 6 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 61636 0 16272 SUE DEVINE FIN DIRECTOR 25.00 X 37754 0 0 CHRISTIANE SCHMENK CHAIRPERSON 1.00 X X 0 0 0 ROGER C NICOL VICE CHAIRMA 1.00 X X 0 0 0 DAVID ALLEN SECRETARY-TR 1.00 X X 0 0 0 JUDI GREEN TRUSTEE 1.00 X 0 0 0 CATHY BLACKFORD TRUSTEE 1.00 X 0 0 0 RYAN MICKELSON 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 DR JENNIFER MORRISON TRUSTEE 1.00 X 0 0 0 HOLLY UNDERWOOD TRUSTEE 1.00 X 0 0 0 DR MARK STOVER TRUSTEE 1.00 X 0 0 0 BRUCE DANIELS TRUSTEE 1.00 X 0 0 0 ALAN SEYMOUR TRUSTEE 1.00 X 0 0 0 JAMES VANDRE TRUSTEE 1.00 X 0 0 0 RONALD ZIMMERLY TRUSTEE 1.00 X 0 0 0 99390 16272 false false false 2075191 2075191 217257 217257 INCOME- OTHER SERVICES 90355 90355 90355 2382803 90355 217257 537041 537041 184673 184673 99390 84482 14908 9364 7959 1405 2982 2535 447 16272 13831 2441 8349 7097 1252 12216 12216 250 250 2249 1911 338 10800 9180 1620 249 249 1431 1431 4438 4438 2525 2146 379 ADMINISTRATIVE FEES 87855 87855 SOFTWARE EXPENSES 14067 11957 2110 FUNDRAISING 12449 12449 BANK FEES 2370 2014 356 9202 8091 1111 1018172 879285 126438 12449 190479 338083 2037597 2281494 40638 36090 88767 93205 7973 6955 15000 15000 15000 8186963 8448023 108036 106984 10675453 11325834 3720 1380 196780 183157 200500 184537 X 2629402 11105207 6112345 36090 1733206 10474953 11141297 10675453 11325834 X 1364631 -689704 -8583 X false true X true false X 1104412 596282 1378994 809594 2075191 5964473 1104412 596282 1378994 809594 2075191 5964473 655540 5308933 102980 107922 175211 211696 217257 815066 61629 69323 74837 107556 90355 403700 7183239 197911 0.73910 0.79660 X PART II, LINE 10 ADMINISTRATIVE FEE INCOME 403,700 30 75 632198 1442993 509021 212693 2739025 8402272 true true 2298627 -89214 -49050 -22367 2137996 2351292 293557 -287128 -59095 2298627 2297056 200 147885 -61150 -32699 2351292 2402128 1943 -85206 -21809 2297056 2375169 1421 138466 -90953 -21976 2402128 1.00000 false false 15000 15000 15000 CHARIT. ANNUITIES & REMAINDER TRUSTS 183157 183157 X 1693099 -689704 -689704 2382803 2382803 1026755 8583 8583 1018172 1018172 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, 2018 AND 2017. SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE - SPLIT INTEREST 8,583 true CARE TRAIN OF UNION COUNTY PO BOX 305 MARYSVILLE OH 43040 311739631 501C3 19500 HOPE CENTER 212 CHESTNUT STREET MARYSVILLE OH 43040 311370949 501C3 77391 MEMORIAL HEALTH FOUNDATION 500 LONDON AVENUE MARYSVILLE OH 43040 311442661 501C3 32050 NEW DOVER UNITED METHODIST CHURCH 16637 CHURCH STREET MARYSVILLE OH 43040 311123068 501C3 11314 NUHOP CENTER FOR EXPERIENTIAL LEARN 404 HILLCREST DR ASHLAND OH 44805 237438600 501C3 13425 PEDIATRIC BRAIN TUMOR FOUNDATION 302 RIDGEFIELD CT ASHEVILLE NC 28806 581966822 10500 THE OHIO STATE UNIVERSITY GOLF CLUB 3605 TREMONT ROAD COLUMBUS OH 43221 316025986 501C3 35023 UNION COUNTY SENIOR SERVICES 18000 SR 4 MARYSVILLE OH 43040 316400087 501C3 25546 UNITED WAY OF UNION COUNTY 648 CLYMER ROAD SUITE 120 MARYSVILLE OH 430401661 310682004 501C3 17215 VITAL SIGNS 6277 RIVERSIDE DRIVE DUBLIN OH 43017 203560461 7548 ALL OHIO BALLON FEST 760 CLYMER RD MARYSVILLE OH 43040 311378855 501C3 75000 FAMILIES MATTER- UNION COUNTY JUV 272 SHEPHERD LANE MARYSVILLE OH 43040 273175579 6500 LEON'S GARAGE LLC 326 E 5TH ST MARYSVILLE OH 43040 811211923 6357 UNION COUNTY CANCER SOCIETY 532 FAIRWOOD DR MARYSVILLE OH 43040 310669560 501C3 19021 UNION RURAL ELECTRIC 15461 US-36 MARYSVILLE OH 43040 314329510 501C12 5500 SCHOLARSHIPS < 5,000 152 184673 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 -8,583