2016-11-02T14:38:33-05:00 2015-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2015-01-01 351769294 UNION COUNTY FOUNDATION INC UNIO 7654587664 404 EATON ST LIBERTY IN 47353 DANKA KLEIN EXECUTIVE DIRECTOR 7654587664 2016-10-25 true THOMAS A ROBERTS P00997867 7652847554 2016-10-25 2015 2017-02-10 21:41:12Z DANKA KLEIN 404 EATON ST LIBERTY IN 47353 3045746 false X WWW.UCFOUNDATIONINC.ORG X 1989 IN TO ASSIST DONORS TO BUILD AND PRESERVE A PERPETUAL FUND TO MEET THE CHANGING NEEDS AND ENRICH THE QUALITY OF LIFE IN UNION COUNTY, INDIANA. 13 13 5 20 0 678784 721507 90389 98493 508099 281434 13232 8442 1290504 1109876 206271 282874 0 65066 62654 0 12213 155178 164026 426515 509554 863989 600322 7253531 7289523 237810 48636 7015721 7240887 TO ASSIST DONORS TO BUILD AND PRESERVE A PERPETUAL FUND TO MEET THE CHANGING NEEDS AND ENRICH THE QUALITY OF LIFE IN UNION COUNTY, INDIANA. false false 458459 282874 98493 GRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS. 458459 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 true false false false false false false false false true 1 0 true 5 false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true true true false IN X X DANKA KLEIN 7654587664 404 EATON ST LIBERTY IN 47353 RICHARD WORCESTER PRESIDENT 1.00 X X 0 0 0 DAVID BERTCH VICE PRESIDE 1.00 X X 0 0 0 GENA HARTMAN SECRETARY 1.00 X X 0 0 0 GENE SANFORD TREASURER 1.00 X X 0 0 0 JULIE ABBOTT DIRECTOR 1.00 X 0 0 0 NANCY BLANK DIRECTOR 1.00 X 0 0 0 KAREN BRIGGS DIRECTOR 1.00 X 0 0 0 LANDON COYLE DIRECTOR 1.00 X 0 0 0 LINDA CRAWFORD DIRECTOR 1.00 X 0 0 0 MARSHA CHAMBERS ELDRIDGE DIRECTOR 1.00 X 0 0 0 TED SANFORD DIRECTOR 1.00 X 0 0 0 VICTORIA SNYDER DIRECTOR 1.00 X 0 0 0 JENNIFER YAMASHIRO DIRECTOR 1.00 X 0 0 0 DANKA KLEIN EXECUTIVE DI 35.00 X 35111 0 0 35111 false false false 721507 120464 721507 ADMINISTRATIVE FEES 541610 98493 98493 98493 142410 142410 2074894 1935870 139024 139024 139024 MISCELLANEOUS 8442 8442 8442 1109876 106935 281434 165145 165145 117729 117729 35111 15098 14396 5617 23547 10259 9633 3655 3996 1841 1495 660 98492 98492 8663 8663 26635 26635 2583 2583 4431 1773 885 1773 5659 4347 1192 120 1942 1554 388 2776 2221 555 2984 2387 597 MAINTENANCE AND REPAIRS 7334 5868 1466 LILLY INTERN PROJECT 2042 2042 MEMBERSHIP DUES 410 410 SPECIAL EVENT 75 75 509554 458459 38882 12213 710645 1222710 165 179632 88099 74597 91533 6274551 5975115 193738 7253531 7289523 2159 1628 10790 34500 214826 2792 10035 9716 237810 48636 X 2878389 2913156 3618991 3457746 518341 869985 7015721 7240887 7253531 7289523 X 600322 -375475 319 X false true X true false X 101346 128437 260748 678784 721507 1890822 101346 128437 260748 678784 721507 1890822 827988 1062834 131027 134229 121653 140902 142410 670221 2561043 106935 0.41500 0.34870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 23202 249 171399 true true 6338736 669902 -89955 151337 18557 98492 6558098 5593445 681047 431624 254749 22237 90394 6338736 4803447 220773 644320 126384 19606 80246 5593445 3838869 132083 394624 102707 19392 70395 4173082 3883980 70496 21180 79001 57786 3838869 0.45000 0.13000 0.42000 false false 24000 24000 104383 39734 64649 51249 48365 2884 91533 AGENCY ENDOWMENT FUNDS 9716 9716 X 734543 -375475 -375475 1110018 -142 -142 1109876 509377 509377 177 177 509554 SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW 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 2012, 2013, AND 2014 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 -142 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 177 true ST ANDREW CATHOLIC CHURCH RICHMOND CATHOLIC COMMUNITY 240 SOUTH 6 ST RICHMOND IN 47374 350992124 501C3 23830 SUPPORT IVY TECH COMMUNITY COLLEGE- RICHMON 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 501C3 35000 IVY TECH SCHOLARSHIP ST MICHAEL'S CHURCH 145 ST MICHAEL BLVD BROOKVILLE IN 47012 350867996 501C3 14665 SUPPORT UNION COUNTY HISTORICAL SOCIETY PO BOX 143 LIBERTY IN 47353 351763921 501C3 5494 OPERATING SUPPORT UNION COUNTY PUBLIC LIBRARY 2 SEMINARY ST LIBERTY IN 47353 356001784 501C3 7944 OPERATING SUPPORT UNION COUNTY HIGH SCHOOL 410 PATRIOT BLVD LIBERTY IN 47353 356007375 GOV 31240 EDUCATION SUPPORT 6 SCHOLARSHIPS 95 117729 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE MADE SUBJECT TO THE SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS. X 4 120464 AVG HIGH/LOW GIFT DATE false false false 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 142 AGENCY FUND EXPENSES 177 TOTAL 319