UNION COUNTY FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNION COUNTY FOUNDATION INC (EIN 35-1769294)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-12
IRS object ID
201213209349301011
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

FieldValueIRS element (for citing)
Timestamp2012-11-12T16:29:04-00:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Estep Burkey Simmons LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 42AddressLine1
CityMuncieCity
StateINState
ZIP Code473080042ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351769294EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Union County Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIONameControl
Phone7654587664Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 Eaton StreetAddressLine1
CityLibertyCity
StateINState
ZIP Code47353ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDanka KleinName
TitleExecutive DirectorTitle
Date Signed2012-11-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePatrick BurkeyName
Phone7652847554Phone
Date Prepared2012-11-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDanka KleinNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1404 Eaton StreetAddressLine1
CityLibertyCity
StateINState
ZIP Code47353ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1767896GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.ucfoundationinc.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1989YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTo 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 Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers45TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year109868ContributionsGrantsPriorYear
Contributions Grants Current Year101346ContributionsGrantsCurrentYear
Program Service Revenue Prior Year56154ProgramServiceRevenuePriorYear
Program Service Revenue CY58019ProgramServiceRevenueCY
Investment Income Prior Year172232InvestmentIncomePriorYear
Investment Income Current Year217641InvestmentIncomeCurrentYear
Other Revenue Current Year9046OtherRevenueCurrentYear
Total Revenue Prior Year338254TotalRevenuePriorYear
Total Revenue Current Year386052TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year187344GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY190025GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year54335SalariesEtcPriorYear
Salaries Etc Current Year48054SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year11569TotalFundrsngExpCurrentYear
Other Expense Prior Year108059OtherExpensePriorYear
Other Expenses Current Year107913OtherExpensesCurrentYear
Total Expenses Prior Year349738TotalExpensesPriorYear
Total Expenses Current Year345992TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-11484RevenuesLessExpensesPriorYear
Revenues Less Expenses CY40060RevenuesLessExpensesCY
Total Assets BOY5184835TotalAssetsBOY
Total Assets EOY5042579TotalAssetsEOY
Total Liabilities BOY61629TotalLiabilitiesBOY
Total Liabilities EOY46382TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5123206NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4996197NetAssetsOrFundBalancesEOY
Mission DescriptionTo 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense310504Expense
Grants190025Grants
DescriptionGrants and scholarships are paid out to local organizations or students from earnings on endowed funds and contributions to the funds.Description
Total Program Service Expense310504TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees5NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDanka KleinNamePerson
Telephone Number7654587664TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1404 Eaton StreetAddressLine1
CityLibertyCity
StateINState
ZIP Code47353ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
Zackery D Cartee
Director001.00X000
Julie Coffman
Director001.00X000
Landon Coyle
President001.00X000X
Karen Ferrario
Vice President001.00X000X
Gena Hartman
Secretary001.00X000X
Branden Logue
Director001.00X000
Arthur Redinger
Director001.00X000
Gwayne Reed
Director001.00X000
Gene Sanford
Treasurer001.00X000X
Danka Klein
Executive Director035.001740700X
Janice S Cartee
Executive Director035.002034800X
Nancy Blank
Director001.00X000
Marsha Chamness
Director001.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org37755TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions101346AllOtherContributions
Noncash Contributions89NoncashContributions
Total Contributions101346TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAdministrative FeesDescription
Business Code541610BusinessCode
Total Revenue Column58019TotalRevenueColumn
Related Or Exempt Function Income58019RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue58019TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column131229TotalRevenueColumn
Exclusion$131,229ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1468256Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1381844Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities86412Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column86412TotalRevenueColumn
Exclusion$86,412ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneousDescription
Business Code900099BusinessCode
Total Revenue Column9046TotalRevenueColumn
Related Or Exempt Function Income9046RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue9046TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column386052TotalRevenueColumn
Related Or Exempt Function Income67065RelatedOrExemptFunctionIncome
Exclusion$217,641ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total97990Total
Program Services97990ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total92035Total
Program Services92035ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total42082Total
Program Services25250ProgramServices
Management And General8416ManagementAndGeneral
Fundraising8416Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2753Total
Program Services551ProgramServices
Management And General1927ManagementAndGeneral
Fundraising275Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3219Total
Program Services1931ProgramServices
Management And General644ManagementAndGeneral
Fundraising644Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total58019Total
Program Services58019ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8994Total
Management And General8994ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total13573Total
Program Services13573ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total6614Total
Program Services6614ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3103Total
Program Services1241ProgramServices
Management And General621ManagementAndGeneral
Fundraising1241Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2828Total
Program Services2262ProgramServices
Management And General566ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1019Total
Program Services815ProgramServices
Fundraising204Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1031Total
Program Services825ProgramServices
Fundraising206Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2768Total
Program Services2214ProgramServices
Management And General554ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1876Total
Program Services1501ProgramServices
Management And General375ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Repairs and Maintenance47333786947
Telephone29151457875583
Memberships and Dues440440

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total345992Total
Program Services310504ProgramServices
Management And General23919ManagementAndGeneral
Fundraising11569Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY176545BOY
EOY385469EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis163551LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec82874LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY83445BOY
EOY80677EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4397419BOY
EOY3666294EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY511996BOY
EOY909709EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY15430BOY
EOY430EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5184835BOY
EOY5042579EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1461BOY
EOY6812EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY52466BOY
EOY31944EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY7702BOY
EOY7626EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY61629BOY
EOY46382EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1865567BOY
EOY2820804EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3008405BOY
EOY1795026EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY249234BOY
EOY380367EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5123206BOY
EOY4996197EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5184835BOY
EOY5042579EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses40060ReconcilationRevenueExpenses
Reconcilation Other Changes-167069ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years86432CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years398405CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46628CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year109868CurrentTaxYearMinus1Year
Current Tax Year101346CurrentTaxYear
Total742679Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years86432CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years398405CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46628CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year109868CurrentTaxYearMinus1Year
Current Tax Year101346CurrentTaxYear
Total742679Total
FieldValueIRS element (for citing)
Public Support Total170742679PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years195002CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years163411CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years143944CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year183870CurrentTaxYearMinus1Year
Current Tax Year131027CurrentTaxYear
Total817254Total
FieldValueIRS element (for citing)
Total Support1559933TotalSupport
Public Support Pertcentage1700.47610PublicSupportPertcentage170
Public Support Pertcent Prior Year0.47280PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Percentage5090.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held4NumberDAFsHeld
Aggregate DAF Value60327AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3883980BeginningOfYearBalance
Contributions70496Contributions
Investment Earnings Or Losses21180InvestmentEarningsOrLosses
Grants Or Scholarships79001GrantsOrScholarships
Administrative Expenses57786AdministrativeExpenses
End Of Year Balance3838869EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3625597BeginningOfYearBalance
Contributions59177Contributions
Investment Earnings Or Losses385668InvestmentEarningsOrLosses
Grants Or Scholarships130314GrantsOrScholarships
Administrative Expenses56148AdministrativeExpenses
End Of Year Balance3883980EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3194104BeginningOfYearBalance
Contributions38888Contributions
Investment Earnings Or Losses542028InvestmentEarningsOrLosses
Grants Or Scholarships89900GrantsOrScholarships
Administrative Expenses59523AdministrativeExpenses
End Of Year Balance3625597EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3879936BeginningOfYearBalance
Contributions383830Contributions
Investment Earnings Or Losses-817769InvestmentEarningsOrLosses
Grants Or Scholarships214536GrantsOrScholarships
Administrative Expenses37357AdministrativeExpenses
End Of Year Balance3194104EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.43000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.10000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.47000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis24000OtherCostOrOtherBasis
Book Value24000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis86242OtherCostOrOtherBasis
Depreciation31262Depreciation
Book Value54980BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis53309OtherCostOrOtherBasis
Depreciation51612Depreciation
Book Value1697BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings80677TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value2500BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionCertificates of DepositDescription
Book Value907209BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities909709TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAgency Fund LiabilitiesDescription
Amount$7,626Amount
FieldValueIRS element (for citing)
Total Of Amounts7626TotalOfAmounts
Total Revenue386052TotalRevenue
Total Expenses345992TotalExpenses
Excess Or Deficit For Year40060ExcessOrDeficitForYear
Net Unrealized GL On Investments-166864NetUnrealizedGLOnInvestments
Other-$205OtherAmount
Total Adjustments-167069TotalAdjustments
Excess Or Deficit Per FS-127009ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt218850TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-166864NetUnrealizedGainsInvestments
Revenue Not Rptd F990-166864RevenueNotRptdF990
Revenue Subtotal385714RevenueSubtotal
Other Revenues Not Included338OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt338RevenueNotRptdOnFinStmt
Total Revenue Per Form990386052TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt345859TotExpensesEtcAuditedFinclStmt
Expenses Subtotal345859ExpensesSubtotal
Other Expenses Not Included133OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt133ExpensesNotRptdOnFinStmt
Total Expenses Per Form990345992TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
V4The foundation has adopted investments 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 foundations spending and investment policies work together to achieve this objective. The investment policy establishes a return objective continued below...
V4...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.
XI8Net Agency Fund Transactions -205.
XII4bNet Agency Fund Transactions 338.
XIII4bNet Agency Fund Transactions 133.
X2The 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
St Andrew Catholic Church
240 South 6th StRichmondIN47374350992124501c311653Programs Maintenance
St Michael's Church
145 Saint Michaels BlvdBrookvilleIN47012350867996501c38078Programs Maintenance
Union County Youth League
PO Box 73LibertyIN47353351691748501c37542Programs
UCHS Athletic Department
410 Patriot BlvdLibertyIN473533560073755250Soccer program
Union County Foundation
404 Eaton StLibertyIN47353351769294501c310160Match 2011 Gifts
Union County Foundation
404 Eaton StLibertyIN47353351769294501c32083811 Distr. Oper. Fund
Ball State University
2000 W University AveMuncieIN47306356024566501c35150Scholarships
Union County Public Library
2 E Seminary StLibertyIN47353351856533501c35591Reading Programs
Indiana University East
2325 Chester BlvdRichmondIN473745100Scholarships
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients74NumberOfRecipients
Amount Of Cash Grant92035AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierIIdentifier
Return Reference2ReturnReference
ExplanationGrants 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 (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990 Part VI8bNo committee has the authority to act on behalf of the governing body.
Form 990 Part VI11The Form 990 is reviewed by the Finance Committee, who in turn, discusses it with the full board of directors.
Form 990 Part VI12cUnion 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 Part VI15Personnel 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 Part VI19All documents are available upon request.
Form 990 Part XI5Unrealized losses 167,145 - Change in value of FASB ASC 958 Agency Funds 76 167,069.
Form 990 Part VI Section A Line 8b No committee has the authority to act on behalf of the governing body. Form 990 Part VI Section B Line 11 The Form 990 is reviewed by the Finance Committee, who in turn, discusses it with the full board of directors. Form 990 Part VI Section B 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 Part VI Section B Line 15 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 Part VI Section C Line 19 All documents are available upon request. Form 990 Part XI Line 5 Unrealized losses 167,145 - Change in value of FASB ASC 958 Agency Funds 76 167,069.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.