COMMUNITY FOUNDATION OF UNION COUNTY INC: Form 990, tax year 2011
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- Organization
- COMMUNITY FOUNDATION OF UNION COUNTY INC (EIN 31-0628641)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201201329349302360
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-11T13:07:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLBROOK & MANTER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PROFESSIONAL PARKWAY | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310628641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF UNION | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 9376429618 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH MAIN STREET | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE VOLLRATH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9376429618 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN E RAVENCRAFT | Name |
| Phone | 9376448175 | Phone |
| Date Prepared | 2012-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF UNION COUNT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVE VOLLRATH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1010289 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIONCOUNTYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 682495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 866362 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 613497 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93576 | InvestmentIncomePriorYear |
| Investment Income Current Year | 96916 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41460 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47011 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1431028 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1010289 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 238689 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 298869 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 72473 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 84461 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3313 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 94358 | OtherExpensePriorYear |
| Other Expenses Current Year | 95133 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 405520 | TotalExpensesPriorYear |
| Total Expenses Current Year | 478463 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1025508 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 531826 | RevenuesLessExpensesCY |
| Total Assets BOY | 6380672 | TotalAssetsBOY |
| Total Assets EOY | 6364306 | TotalAssetsEOY |
| Total Liabilities BOY | 257579 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 230900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6123093 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6133406 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 391784 | Expense |
| Grants | 298869 | Grants |
| Revenue | 866362 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 391784 | 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 | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| 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 |
| Number Of Employees | 2 | 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 |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | true | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID VOLLRATH | NamePerson |
| Telephone Number | 9376429618 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH MAIN STREET | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID VOLLRATH | ||||||
| EXEC. DIRECT | 25.00 | X | 43680 | 0 | 10805 | |
| SUE DEVINE | ||||||
| DIR FINANCE | 18.00 | X | 22722 | 0 | 0 | |
| KEN BOEHM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MEEDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN EUFINGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFERY SWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREG SEHNERT | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| GARY CONKLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR MARY APPLEGATE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DON FRASER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID ANDERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| CAROLYN MITCHELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JERRY BORN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEB HOCHSTETLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN KERN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HERB RICHARDSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR VICTOR TRIANFO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM COX | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66402 | TotalReportableCompFromOrg |
| Total Other Compensation | 10805 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 866362 | AllOtherContributions |
| Total Contributions | 866362 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96916 | TotalRevenueColumn |
| Exclusion | $96,916 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ADMINISTRATIVE FEE INCOME | 43587 | 43587 |
| INCOME- OTHER REVENUE | 3424 | 3424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 47011 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1010289 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47011 | RelatedOrExemptFunctionIncome |
| Exclusion | $96,916 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206386 | Total |
| Program Services | 206386 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92483 | Total |
| Program Services | 92483 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66402 | Total |
| Program Services | 63082 | ProgramServices |
| Management And General | 3320 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1992 | Total |
| Program Services | 1892 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10805 | Total |
| Program Services | 10265 | ProgramServices |
| Management And General | 540 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5262 | Total |
| Program Services | 4999 | ProgramServices |
| Management And General | 263 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8085 | Total |
| Management And General | 8085 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10800 | Total |
| Management And General | 10800 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7724 | Total |
| Program Services | 7724 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1666 | Total |
| Program Services | 1499 | ProgramServices |
| Management And General | 167 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| ADMINISTRATIVE FEE | 43461 | 43461 | |
| FIMS SOFTWARE EXPENSE | 7411 | 7411 | |
| FUNDRAISING EXPENSES | 3313 | 3313 | |
| COF CONFERENCE EXPENSE | 2945 | 2945 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9728 | Total |
| Program Services | 3454 | ProgramServices |
| Management And General | 6274 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478463 | Total |
| Program Services | 391784 | ProgramServices |
| Management And General | 83366 | ManagementAndGeneral |
| Fundraising | 3313 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131432 | BOY |
| EOY | 485595 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1608291 | BOY |
| EOY | 1705173 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45018 | BOY |
| EOY | 66985 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42335 | BOY |
| EOY | 107872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1828 | BOY |
| EOY | 3383 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62400 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62400 | BOY |
| EOY | 62400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4211175 | BOY |
| EOY | 3655787 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278193 | BOY |
| EOY | 277111 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6380672 | BOY |
| EOY | 6364306 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4270 | BOY |
| EOY | 357 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253309 | BOY |
| EOY | 230543 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257579 | BOY |
| EOY | 230900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1494730 | BOY |
| EOY | 1519804 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2233539 | BOY |
| EOY | 2345489 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2394824 | BOY |
| EOY | 2268113 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6123093 | BOY |
| EOY | 6133406 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6380672 | BOY |
| EOY | 6364306 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 531826 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -521513 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 969188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 584472 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 553811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1295992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 866367 | CurrentTaxYear |
| Total | 4269830 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 969188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 584472 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 553811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1295992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 866367 | CurrentTaxYear |
| Total | 4269830 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 943691 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3326139 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 150628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 93576 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96916 | CurrentTaxYear |
| Total | 588601 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34262 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43587 | CurrentTaxYear |
| Total | 191067 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5049498 | TotalSupport |
| Gross Receipts From Admissions Etc | 47011 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56150 | 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 | 26 | NumberDAFsHeld |
| Number Funds Held | 57 | NumberFundsHeld |
| Donor Advised Contributions | 164814 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 701548 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 155593 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 143276 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 1357595 | AggregateDAFValue |
| Aggregate Fund Value | 5006711 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2552379 | BeginningOfYearBalance |
| Contributions | 35403 | Contributions |
| Investment Earnings Or Losses | -201408 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -62000 | GrantsOrScholarships |
| Administrative Expenses | -18692 | AdministrativeExpenses |
| End Of Year Balance | 2305682 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1816729 | BeginningOfYearBalance |
| Contributions | 613874 | Contributions |
| Investment Earnings Or Losses | 196310 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -55745 | GrantsOrScholarships |
| Administrative Expenses | -18789 | AdministrativeExpenses |
| End Of Year Balance | 2552379 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1488940 | BeginningOfYearBalance |
| Contributions | 97818 | Contributions |
| Investment Earnings Or Losses | 309370 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -62670 | GrantsOrScholarships |
| Administrative Expenses | -16639 | AdministrativeExpenses |
| End Of Year Balance | 1816729 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 62400 | InvestmentCostOrOtherBasis |
| Book Value | 62400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 62400 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARIT. ANNUITIES & REMAINDER TRUSTS | Description |
| Amount | $230,543 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 230543 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|
| B&H PHOTO VIDEO | ||||||
| 420 NINTH AVE | NEW YORK | NY | 10001 | 132768071 | 6269 | |
| FIRST ENGLISH LUTHERAN CHURCH | ||||||
| 687 LONDON AVE | MARYSVILLE | OH | 43040 | 310979344 | 10000 | 501 |
| MARYSVILLE PUBLIC LIBRARY | ||||||
| 231 SOUTH PLUM STREET | MARYSVILLE | OH | 43040 | 311637206 | 6500 | 501 |
| MONARCH ATHLETIC ASSOCIATION | ||||||
| 800 AMRINE MILL ROAD | MARYSVILLE | OH | 43040 | 311212788 | 18060 | 501 |
| PHARISBURG UNITED METHODIST CHURCH | ||||||
| 12629 SR 347 | MARYSVILLE | OH | 43040 | 943071861 | 19000 | 501 |
| TARTAN FIELDS GOLF CLUB | ||||||
| 8070 TARTAN FIELDS DR | DUBLIN | OH | 43017 | 311512811 | 11304 | |
| TRINITY LUTHERAN SCHOOL | ||||||
| 220 SOUTH WALNUT STREET | MARYSVILLE | OH | 43040 | 314414097 | 10200 | 501 |
| UNION COUNTY AMERICAN RED CROSS | ||||||
| 112 EAST FIFTH STREET | MARYSVILLE | OH | 43040 | 314394160 | 12044 | 501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 145 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 28 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS ALL <5,000 | TypeOfGrant |
| Number Of Recipients | 79 | NumberOfRecipients |
| Amount Of Cash Grant | 92483 | 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 | THE PROGRAM DISTRIBUTION COMMITTEE MEETS QUARTERLY TO REVIEW ALL GRANT APPLICATIONS. REQUESTS ARE EVALUATED AGAINST THE FUND AGREEMENT LANGUAGE TO ENSURE COMPLIANCE. THE COMMITTEE ALSO ASSESSES THE REQUEST IN LIGHT OF GUIDELINES FOR CHARITABLE ORGANIZATIONS AND GRANTMAKING. COMPETITIVE GRANT RECIPIENTS ARE REQUIRED TO PROVIDE FOLLOW UP INFORMATION ON THE USE OF THE GRANTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | PARTS 1 AND 3 - 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, OHIO. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | INFORMATION IS COMPARED TO YEAR END FINANCIAL REPORTS AND REVIEWED FOR ACCURACY BY FOUNDATION EMPLOYEE. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS ARE IN ANNUAL REPORT AND ON WEBSITE, OTHER DOCUMENTS ARE AVAILABLE BY REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED LOSS ON INVESTMENTS 505,285 CHANGE IN VALUE OF SPLIT INTEREST 16,228 TOTAL OTHER CHANGES IN NET ASSETS 521,513 |
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