UNION COUNTY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNION COUNTY FOUNDATION INC (EIN 35-1769294)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-14
IRS object ID: 201312269349303511
Schema version: 2012v2.1
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)
Timestamp	2013-08-14T15:05:36-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ESTEP BURKEY SIMMONS LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 42	AddressLine1
City	MUNCIE	City
State	IN	State
ZIP Code	473080042	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	351769294	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNION COUNTY FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIO	NameControl
Phone	7654587664	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	404 EATON ST	AddressLine1
City	LIBERTY	City
State	IN	State
ZIP Code	47353	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DANKA KLEIN	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	7654587664	Phone
Date Signed	2013-08-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	PATRICK W BURKEY	Name
Phone	7652847554	Phone
Date Prepared	2013-08-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DANKA KLEIN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	404 EATON ST	AddressLine1
City	LIBERTY	City
State	IN	State
ZIP Code	47353	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1018621	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.UCFOUNDATIONINC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1989	YearFormation
State Legal Domicile	IN	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	7	TotalNbrEmployees
Total Nbr Volunteers	45	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	101346	ContributionsGrantsPriorYear
Contributions Grants Current Year	128437	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	58019	ProgramServiceRevenuePriorYear
Program Service Revenue CY	61267	ProgramServiceRevenueCY
Investment Income Prior Year	217641	InvestmentIncomePriorYear
Investment Income Current Year	233053	InvestmentIncomeCurrentYear
Other Revenue Prior Year	9046	OtherRevenuePriorYear
Other Revenue Current Year	10046	OtherRevenueCurrentYear
Total Revenue Prior Year	386052	TotalRevenuePriorYear
Total Revenue Current Year	432803	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	190025	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	157932	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	48054	SalariesEtcPriorYear
Salaries Etc Current Year	53995	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	10733	TotalFundrsngExpCurrentYear
Other Expense Prior Year	107913	OtherExpensePriorYear
Other Expenses Current Year	103496	OtherExpensesCurrentYear
Total Expenses Prior Year	345992	TotalExpensesPriorYear
Total Expenses Current Year	315423	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	40060	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	117380	RevenuesLessExpensesCY
Total Assets BOY	5042579	TotalAssetsBOY
Total Assets EOY	5378463	TotalAssetsEOY
Total Liabilities BOY	46382	TotalLiabilitiesBOY
Total Liabilities EOY	35145	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4996197	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	5343318	NetAssetsOrFundBalancesEOY
Mission Description	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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	272741	Expense
Grants	157932	Grants
Description	GRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS.	Description
Total Program Service Expense	272741	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	7	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	DANKA KLEIN	NamePerson
Telephone Number	7654587664	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	404 EATON ST	AddressLine1
City	LIBERTY	City
State	IN	State
ZIP Code	47353	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
LANDON COYLE
PRESIDENT	1.00	X	X	0	0	0
KAREN FERRARIO
VICE PRESIDE	1.00	X	X	0	0	0
GENE SANFORD
TREASURER	1.00	X	X	0	0	0
GENA HARTMAN
SECRETARY	1.00	X	X	0	0	0
NANCY BLANK
DIRECTOR	1.00	X		0	0	0
DAVID BERTCH
DIRECTOR	1.00	X		0	0	0
KAREN BRIGGS
DIRECTOR	1.00	X		0	0	0
MARSHA CHAMNESS
DIRECTOR	1.00	X		0	0	0
BRANDEN LOGUE
DIRECTOR	1.00	X		0	0	0
ARTHUR REDINGER
DIRECTOR	1.00	X		0	0	0
RICHARD WORCESTER
DIRECTOR	1.00	X		0	0	0
DANKA KLEIN
EXECUTIVE DI	35.00		X	31213	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	31213	TotalReportableCompFromOrg
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	128437	AllOtherContributions
Total Contributions	128437	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	ADMINISTRATIVE FEES	Description
Business Code	541610	BusinessCode
Total Revenue Column	61267	TotalRevenueColumn
Related Or Exempt Function Income	61267	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	61267	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	134229	TotalRevenueColumn
Exclusion	$134,229	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	684642	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	585818	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	98824	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	98824	TotalRevenueColumn
Exclusion	$98,824	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Total Revenue Column	10046	TotalRevenueColumn
Related Or Exempt Function Income	10046	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	10046	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	432803	TotalRevenueColumn
Related Or Exempt Function Income	71313	RelatedOrExemptFunctionIncome
Exclusion	$233,053	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	84065	Total
Program Services	84065	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	73867	Total
Program Services	73867	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	31213	Total
Program Services	18727	ProgramServices
Management And General	6243	ManagementAndGeneral
Fundraising	6243	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	18948	Total
Program Services	3789	ProgramServices
Management And General	13264	ManagementAndGeneral
Fundraising	1895	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3834	Total
Program Services	2304	ProgramServices
Management And General	762	ManagementAndGeneral
Fundraising	768	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	61269	Total
Program Services	61269	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	8050	Total
Management And General	8050	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	14298	Total
Program Services	14298	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1302	Total
Program Services	1302	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2805	Total
Program Services	1122	ProgramServices
Management And General	561	ManagementAndGeneral
Fundraising	1122	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5225	Total
Program Services	3525	ProgramServices
Management And General	1264	ManagementAndGeneral
Fundraising	436	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	319	Total
Program Services	255	ProgramServices
Fundraising	64	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1025	Total
Program Services	820	ProgramServices
Fundraising	205	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2586	Total
Program Services	2069	ProgramServices
Management And General	517	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2764	Total
Program Services	2211	ProgramServices
Management And General	553	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MAINTENANCE AND REPAIRS	3673	2938	735
MEMBERSHIP DUES	180	180

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	315423	Total
Program Services	272741	ProgramServices
Management And General	31949	ManagementAndGeneral
Fundraising	10733	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	385469	BOY
EOY	358425	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	163551	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	85460	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	80677	BOY
EOY	78091	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3666294	BOY
EOY	4102348	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	909709	BOY
EOY	839599	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	430	BOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5042579	BOY
EOY	5378463	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	6812	BOY
EOY	1883	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	31944	BOY
EOY	25000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	7626	BOY
EOY	8262	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	46382	BOY
EOY	35145	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2820804	BOY
EOY	2573826	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1795026	BOY
EOY	2346994	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	380367	BOY
EOY	422498	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4996197	BOY
EOY	5343318	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5042579	BOY
EOY	5378463	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	117380	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	230377	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-636	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	398405	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	46628	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	109868	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	101346	CurrentTaxYearMinus1Year
Current Tax Year	128437	CurrentTaxYear
Total	784684	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	398405	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	46628	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	109868	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	101346	CurrentTaxYearMinus1Year
Current Tax Year	128437	CurrentTaxYear
Total	784684	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	14266	AmountsSubstContributorsTotal
Public Support Total170	770418	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	163411	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	143944	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	183870	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	131027	CurrentTaxYearMinus1Year
Current Tax Year	134229	CurrentTaxYear
Total	756481	Total

Field	Value	IRS element (for citing)
Total Support	1541165	TotalSupport
Gross Receipts From Admissions Etc	71313	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.49990	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.47610	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	4	NumberDAFsHeld
Donor Advised Contributions	20094	DonorAdvisedContributions
Aggregate DAF Value	85766	AggregateDAFValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3838869	BeginningOfYearBalance
Contributions	132083	Contributions
Investment Earnings Or Losses	394624	InvestmentEarningsOrLosses
Grants Or Scholarships	102707	GrantsOrScholarships
Other Expenditures	19392	OtherExpenditures
Administrative Expenses	70395	AdministrativeExpenses
End Of Year Balance	4173082	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3883980	BeginningOfYearBalance
Contributions	70496	Contributions
Investment Earnings Or Losses	21180	InvestmentEarningsOrLosses
Grants Or Scholarships	79001	GrantsOrScholarships
Administrative Expenses	57786	AdministrativeExpenses
End Of Year Balance	3838869	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3625597	BeginningOfYearBalance
Contributions	59177	Contributions
Investment Earnings Or Losses	385668	InvestmentEarningsOrLosses
Grants Or Scholarships	130314	GrantsOrScholarships
Administrative Expenses	56148	AdministrativeExpenses
End Of Year Balance	3883980	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3194104	BeginningOfYearBalance
Contributions	38888	Contributions
Investment Earnings Or Losses	542028	InvestmentEarningsOrLosses
Grants Or Scholarships	89900	GrantsOrScholarships
Administrative Expenses	59523	AdministrativeExpenses
End Of Year Balance	3625597	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3879936	BeginningOfYearBalance
Contributions	383830	Contributions
Investment Earnings Or Losses	-817769	InvestmentEarningsOrLosses
Grants Or Scholarships	214536	GrantsOrScholarships
Administrative Expenses	37357	AdministrativeExpenses
End Of Year Balance	3194104	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.43000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.10000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.47000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	24000	OtherCostOrOtherBasis
Book Value	24000	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	86242	OtherCostOrOtherBasis
Depreciation	33306	Depreciation
Book Value	52936	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	53309	OtherCostOrOtherBasis
Depreciation	52154	Depreciation
Book Value	1155	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	78091	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	CERTIFICATES OF DEPOSIT	Description
Book Value	839599	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	839599	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	AGENCY ENDOWMENT FUNDS	Description
Amount	$8,262	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	8262	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	662402	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	230377	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	230377	RevenueNotRptdF990
Revenue Subtotal	432025	RevenueSubtotal
Other Revenues Not Included	778	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	778	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	432803	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	315281	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	315281	ExpensesSubtotal
Other Expenses Not Included	142	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	142	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	315423	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING, KEEPING PACE WITH INFLATION, IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT MAKING CAPACITY OF THE FOUNDATION. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. THE CURRENT LONG-TERM RETURN OBJECTIVE IS TO RETURN A MINIMUM OF 6.5%, NET OF INVESTMENT FEES, PLUS THE RATE OF INFLATION. ACTUAL RETURNS IN ANY GIVEN YEAR VARY FROM THIS AMOUNT.
LIABILITY UNDER FIN 48 FOOTNOTE	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 2009, 2010, AND 2011 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.
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 4B	AGENCY FUND REVENUE 778
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 4B	AGENCY FUND EXPENSES 142

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	Address Line2AddressUS/AddressLine2	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
ST ANDREW CATHOLIC CHURCH
RICHMOND CATHOLIC COMMUNITY	240 SOUTH 6 ST	RICHMOND	IN	47374	350992124	501C3	12374	SUPPORT
UNION COUNTY HISTORICAL SOCIETY
PO BOX 143		LIBERTY	IN	47353	351763921	501C3	8214	MAINTENANCE
UNION COUNTY YOUTH LEAGUE
PO BOX 73		LIBERTY	IN	47353	351691748	501C3	7500	SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	3	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	74	NumberOfRecipients
Amount Of Cash Grant	73867	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	GRANTS ARE MADE SUBJECT TO THE SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DOCUMENTATION BY COMMITTEE	FORM 990, PAGE 6, PART VI, LINE 8B	NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	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.
ENFORCEMENT OF CONFLICTS POLICY	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.
COMPENSATION PROCESS FOR TOP OFFICIAL	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.
COMPENSATION PROCESS FOR OFFICERS	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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	AGENCY FUND REVENUE -778 AGENCY FUND EXPENSES 142
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	AGENCY FUND NET CHANGE 636