2012-05-11T13:07:39-05:00 2011-12-31 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2011-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVE VOLLRATH 9376429618 2012-05-08 BRIAN E RAVENCRAFT 9376448175 2012-05-08 2011 2016-02-24 21:20:13Z COMMUNITY FOUNDATION OF UNION COUNT DAVE VOLLRATH PO BOX 608 MARYSVILLE OH 43040 1010289 false X WWW.UNIONCOUNTYFOUNDATION.ORG X 1993 OH SEE SCHEDULE O. 17 17 2 0 682495 866362 613497 0 93576 96916 41460 47011 1431028 1010289 238689 298869 0 72473 84461 0 3313 94358 95133 405520 478463 1025508 531826 6380672 6364306 257579 230900 6123093 6133406 SEE SCHEDULE O. false false 391784 298869 866362 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. 391784 true true false false false true false false false true true false false false true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false true 1 0 2 true false false false false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false OH X DAVID VOLLRATH 9376429618 126 NORTH MAIN STREET MARYSVILLE OH 43040 DAVID VOLLRATH 25.00 X 43680 0 10805 SUE DEVINE 18.00 X 22722 0 0 KEN BOEHM 1.00 X 0 0 0 ROBERT MEEDER 1.00 X 0 0 0 JOHN EUFINGER 1.00 X 0 0 0 JEFFERY SWARTZ 1.00 X 0 0 0 GREG SEHNERT 1.00 X X 0 0 0 GARY CONKLIN 1.00 X 0 0 0 DR MARY APPLEGATE 1.00 X 0 0 0 DON FRASER 1.00 X 0 0 0 DAVID ANDERSON 1.00 X X 0 0 0 CAROLYN MITCHELL 1.00 X 0 0 0 JERRY BORN 1.00 X 0 0 0 DEB HOCHSTETLER 1.00 X 0 0 0 KEVIN KERN 1.00 X 0 0 0 HERB RICHARDSON 1.00 X 0 0 0 DR VICTOR TRIANFO 1.00 X 0 0 0 JIM COX 1.00 X 0 0 0 66402 10805 false false false 866362 866362 96916 96916 ADMINISTRATIVE FEE INCOME 43587 43587 INCOME- OTHER REVENUE 3424 3424 47011 1010289 47011 96916 206386 206386 92483 92483 66402 63082 3320 1992 1892 100 10805 10265 540 5262 4999 263 8085 8085 10800 10800 7724 7724 1666 1499 167 ADMINISTRATIVE FEE 43461 43461 FIMS SOFTWARE EXPENSE 7411 7411 FUNDRAISING EXPENSES 3313 3313 COF CONFERENCE EXPENSE 2945 2945 9728 3454 6274 478463 391784 83366 3313 131432 485595 1608291 1705173 45018 66985 42335 107872 1828 3383 62400 62400 62400 4211175 3655787 278193 277111 6380672 6364306 4270 357 253309 230543 257579 230900 X 1494730 1519804 2233539 2345489 2394824 2268113 6123093 6133406 6380672 6364306 X 531826 -521513 X true false true X false X 969188 584472 553811 1295992 866367 4269830 969188 584472 553811 1295992 866367 4269830 943691 3326139 150628 132735 114746 93576 96916 588601 38135 33623 34262 41460 43587 191067 5049498 47011 0.65870 0.56150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 57 164814 701548 155593 143276 1357595 5006711 true true false false false false false 2552379 35403 -201408 -62000 -18692 2305682 1816729 613874 196310 -55745 -18789 2552379 1488940 97818 309370 -62670 -16639 1816729 1.00000 false false false 62400 62400 62400 CHARIT. ANNUITIES & REMAINDER TRUSTS 230543 230543 true B&H PHOTO VIDEO 420 NINTH AVE NEW YORK NY 10001 132768071 6269 FIRST ENGLISH LUTHERAN CHURCH 687 LONDON AVE MARYSVILLE OH 43040 310979344 501 10000 MARYSVILLE PUBLIC LIBRARY 231 SOUTH PLUM STREET MARYSVILLE OH 43040 311637206 501 6500 MONARCH ATHLETIC ASSOCIATION 800 AMRINE MILL ROAD MARYSVILLE OH 43040 311212788 501 18060 PHARISBURG UNITED METHODIST CHURCH 12629 SR 347 MARYSVILLE OH 43040 943071861 501 19000 TARTAN FIELDS GOLF CLUB 8070 TARTAN FIELDS DR DUBLIN OH 43017 311512811 11304 TRINITY LUTHERAN SCHOOL 220 SOUTH WALNUT STREET MARYSVILLE OH 43040 314414097 501 10200 UNION COUNTY AMERICAN RED CROSS 112 EAST FIFTH STREET MARYSVILLE OH 43040 314394160 501 12044 145 28 SCHOLARSHIPS ALL <5,000 79 92483 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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