UNION COUNTY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNION COUNTY FOUNDATION INC (EIN 35-1769294)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201523139349302782
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T16:13:41-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-02 | 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 | 2015-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANKA KLEIN | 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 | $3,371,400 | 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 TO BUILD AND PRESERVE A PERPETUAL FUND TO MEET THE CHANGING NEEDS AND ENRICH THE QUALITY OF LIFE IN UNION COUNTY, INDIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $260,748 | PYContributionsGrantsAmt |
| CY Contributions Grants | $678,784 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,246 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $90,389 | CYProgramServiceRevenueAmt |
| PY Investment Income | $327,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $508,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,932 | PYOtherRevenueAmt |
| CY Other Revenue | $13,232 | CYOtherRevenueAmt |
| PY Total Revenue | $679,997 | PYTotalRevenueAmt |
| CY Total Revenue | $1,290,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $126,383 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $206,271 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,066 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,309 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $134,408 | PYOtherExpensesAmt |
| CY Other Expenses | $155,178 | CYOtherExpensesAmt |
| PY Total Expenses | $322,387 | PYTotalExpensesAmt |
| CY Total Expenses | $426,515 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $357,610 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $863,989 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,259,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,253,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,236,196 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,015,721 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $374,345 | ExpenseAmt |
| Grant | $206,271 | GrantAmt |
| 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 | $374,345 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | false | 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | 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 | false | 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 (12 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 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BERTCH | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GENA HARTMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GENE SANFORD | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE ABBOTT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY BLANK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN BRIGGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA CHAMBERS ELDRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANDON COYLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR REDINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER YAMASHIRO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANKA KLEIN | ||||||
| EXECUTIVE DI | 35.00 | Yes (X) | $34,062 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $34,062 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $678,784 | AllOtherContributionsAmt |
| Noncash Contributions | $35,140 | NoncashContributionsAmt |
| Total Contributions | $678,784 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $90,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,389 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $90,389 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,902 | TotalRevenueColumnAmt |
| Exclusion | $140,902 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,448,093 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,080,896 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $367,197 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,197 | TotalRevenueColumnAmt |
| Exclusion | $367,197 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $11,307 | $11,307 |
| OTHER INCOME | $1,925 | $1,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,232 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,290,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,621 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $508,099 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,570 | TotalAmt |
| Program Services | $145,570 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,701 | TotalAmt |
| Program Services | $60,701 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,062 | TotalAmt |
| Program Services | $14,398 | ProgramServicesAmt |
| Management And General | $14,361 | ManagementAndGeneralAmt |
| Fundraising | $5,303 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,123 | TotalAmt |
| Program Services | $11,465 | ProgramServicesAmt |
| Management And General | $11,437 | ManagementAndGeneralAmt |
| Fundraising | $4,221 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,881 | TotalAmt |
| Program Services | $1,818 | ProgramServicesAmt |
| Management And General | $1,414 | ManagementAndGeneralAmt |
| Fundraising | $649 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,394 | TotalAmt |
| Program Services | $90,394 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,588 | TotalAmt |
| Management And General | $8,588 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,237 | TotalAmt |
| Program Services | $22,237 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046 | TotalAmt |
| Program Services | $2,046 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,030 | TotalAmt |
| Program Services | $1,611 | ProgramServicesAmt |
| Management And General | $808 | ManagementAndGeneralAmt |
| Fundraising | $1,611 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,626 | TotalAmt |
| Program Services | $4,393 | ProgramServicesAmt |
| Management And General | $1,161 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386 | TotalAmt |
| Program Services | $309 | ProgramServicesAmt |
| Fundraising | $77 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881 | TotalAmt |
| Program Services | $1,505 | ProgramServicesAmt |
| Fundraising | $376 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,637 | TotalAmt |
| Program Services | $2,110 | ProgramServicesAmt |
| Management And General | $527 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,954 | TotalAmt |
| Program Services | $2,363 | ProgramServicesAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL EVENT | $8,278 | $8,278 | |
| MAINTENANCE AND REPAIRS | $4,872 | $3,898 | $974 |
| LILLY INTERN PROJECT | $839 | $839 | |
| MEMBERSHIP DUES | $410 | $410 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,515 | TotalAmt |
| Program Services | $374,345 | ProgramServicesAmt |
| Management And General | $39,861 | ManagementAndGeneralAmt |
| Fundraising | $12,309 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,968 | BOYAmt |
| EOY | $710,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,509 | BOYAmt |
| EOY | $74,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,408,654 | BOYAmt |
| EOY | $6,274,551 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,599 | BOYAmt |
| EOY | $193,738 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,259,730 | BOYAmt |
| EOY | $7,253,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993 | BOYAmt |
| EOY | $2,159 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000 | BOYAmt |
| EOY | $10,790 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $214,826 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,541 | BOYAmt |
| EOY | $10,035 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,534 | BOYAmt |
| EOY | $237,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,257,287 | BOYAmt |
| EOY | $2,878,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,517,966 | BOYAmt |
| EOY | $3,618,991 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,943 | BOYAmt |
| EOY | $518,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,236,196 | BOYAmt |
| EOY | $7,015,721 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,259,730 | BOYAmt |
| EOY | $7,253,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $863,989 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$83,970 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$494 | 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 | $109,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,842 | CurrentTaxYearAmt |
| Total | $1,321,241 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,842 | CurrentTaxYearAmt |
| Total | $1,321,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $612,279 | SubstantialContributorsTotAmt |
| Public Support Total170 | $708,962 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $183,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,902 | CurrentTaxYearAmt |
| Total | $711,681 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,032,922 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $103,621 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.34870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $27,260 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $381 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $153,946 | 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 | $5,593,445 | BeginningYearBalanceAmt |
| Contributions | $681,047 | ContributionsAmt |
| Investment Earnings Or Losses | $431,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $254,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,237 | OtherExpendituresAmt |
| Administrative Expenses | $90,394 | AdministrativeExpensesAmt |
| End Year Balance | $6,338,736 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,803,447 | BeginningYearBalanceAmt |
| Contributions | $220,773 | ContributionsAmt |
| Investment Earnings Or Losses | $644,320 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $126,384 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,606 | OtherExpendituresAmt |
| Administrative Expenses | $80,246 | AdministrativeExpensesAmt |
| End Year Balance | $5,593,445 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,838,869 | BeginningYearBalanceAmt |
| Contributions | $132,083 | ContributionsAmt |
| Investment Earnings Or Losses | $394,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $102,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,392 | OtherExpendituresAmt |
| Administrative Expenses | $70,395 | AdministrativeExpensesAmt |
| End Year Balance | $4,173,082 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,883,980 | BeginningYearBalanceAmt |
| Contributions | $70,496 | ContributionsAmt |
| Investment Earnings Or Losses | $21,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $79,001 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $57,786 | AdministrativeExpensesAmt |
| End Year Balance | $3,838,869 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,625,597 | BeginningYearBalanceAmt |
| Contributions | $59,177 | ContributionsAmt |
| Investment Earnings Or Losses | $385,668 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,314 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,148 | AdministrativeExpensesAmt |
| End Year Balance | $3,883,980 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48000 | 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 | $86,242 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,394 | DepreciationAmt |
| Book Value | $48,848 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,929 | DepreciationAmt |
| Book Value | $1,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,597 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT FUNDS | Desc |
| Amt | $10,035 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,035 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,205,866 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$83,970 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$83,970 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,289,836 | RevenueSubtotalAmt |
| Other Revenues Not Included | $668 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $668 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,290,504 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $426,341 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $426,341 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $174 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $174 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $426,515 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2011, 2012, AND 2013 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 668 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 174 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ST ANDREW CATHOLIC CHURCH | ||||||||
| RICHMOND CATHOLIC COMMUNITY | 240 SOUTH 6 ST | RICHMOND | IN | 47374 | 350992124 | 501C3 | $18,236 | SUPPORT |
| IVY TECH COMMUNITY COLLEGE- RICHMON | ||||||||
| 2357 CHESTER BOULEVARD | RICHMOND | IN | 47374 | 237073977 | 501C3 | $30,000 | IVY TECH SCHOLARSHIP | |
| ST MICHAEL'S CHURCH | ||||||||
| 145 ST MICHAEL BLVD | BROOKVILLE | IN | 47012 | 350867996 | 501C3 | $11,069 | SUPPORT | |
| UNION COUNTY BOARD OF HEALTH | ||||||||
| 6 W S STREET | LIBERTY | IN | 47353 | 460556443 | GOV | $12,000 | CANCER PREVENTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $60,701 | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,140 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
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 -668 AGENCY FUND EXPENSES 174 |
Comments