2012-08-13T06:34:06-05:00 2011-12-31 251249913 MALIN BERGQUIST & COMPANY LLP 2402 WEST 8TH STREET ERIE PA 165054428 990 2011-01-01 251672243 UNION CITY COMMUNITY FOUNDATION UNIO 8144540843 459 WEST 6TH STREET ERIE PA 16507 MICHAEL L BATCHELOR 8144540843 2012-07-30 1 VINCENT F HALUPCZYNSKI CPA P00347533 8144544008 2011 2016-02-24 21:20:13Z MICHAEL L BATCHELOR 127 W 6TH ST ERIE PA 16501 380131 0 X WWW.UNIONCITYCF.ORG X 2006 PA PUBLIC CHARITY COMMUNITY FOUNDATION 16 16 0 0 0 0 1250 19572 0 0 102009 75167 675 2350 103934 97089 119829 118140 0 0 0 0 0 0 4010 39205 41136 159034 159276 -55100 -62187 3233185 2945162 71194 1000 3161991 2944162 THE UNION CITY COMMUNITY FOUNDATION WORKS TO CONNECT DONORS TO THEIR FAVORITE CHARITIES BY CREATING ENDOWMENTS IN ORDER TO ACHIEVE DONORS PHILANTHROPIC INTERESTS. 0 0 119459 118140 TO RESPOND TO THE HEALTH CARE NEEDS IN THE UNION CITY AREA AND TO CONTRIBUTE TO THE QUALITY OF LIFE BY DEVELOPING AND MANAGING ENDOWMENTS FOR ORGANIZATIONS AND INDIVIDUALS, CREATING OTHER MECHANISMS THAT WILL CHANNEL MONEY, TOOLS AND SERVICES TO MEET THOSE NEEDS. 119459 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 CJ 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X BARBARA F SAMBROAK CPA 8144540843 459 WEST 6TH ST ERIE PA 16507 X MARK WEBB 1.00 X 0 0 0 STEVEN JONES 1.00 X X 0 0 0 REBECCA STUART 1.00 X 0 0 0 LARRY OBERT 1.00 X X 0 0 0 DR ROGELIO ALLANIGUE 1.00 X 0 0 0 ABBE BIEBEL 1.00 X 0 0 0 SCOTT WHALEN 1.00 X 0 0 0 DIANE BOWES 1.00 X X 0 0 0 DARRELL COOPER 1.00 X 0 0 0 GERALD EDDY 1.00 X X 0 0 0 THOMAS FUCCI 1.00 X 0 0 0 RONALD JONES 1.00 X 0 0 0 RICHARD MASON 1.00 X 0 0 0 NORMAN TROYER 1.00 X 0 0 0 KYLE BLAKESLEE 1.00 X 0 0 0 CARL KALLGREN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 19572 19572 74781 74781 283428 283042 386 386 386 REFUND OF PRIOR YEAR G 900099 2350 2350 2350 97089 2350 0 75167 106850 106850 11290 11290 19599 19599 172 172 14005 14005 2691 2691 383 383 180 180 3956 1319 1318 1319 DUES AND MEMBERSHIPS 150 150 159276 119459 35807 4010 97 100 3233088 2945062 3233185 2945162 71194 1000 71194 1000 X 3161991 2944162 3161991 2944162 3233185 2945162 X -62187 -155642 X 0 1 1 X 0 X X X 0 0 0 THE ERIE COMMUNITY FOUNDATION 256032032 7 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 3 4500 20751 79726 1071588 1 1 3160968 3828 -80472 124140 14007 18746 2927431 2920986 1875 391198 122829 12281 17981 3160968 2535383 500 673483 260472 12454 15454 2920986 3753754 94504 -1146889 129677 15782 20527 2535383 1.00000 0 1 1 0 97089 159276 -62187 -155642 -155642 -217829 -38137 -155642 -155642 117505 5345 -25761 -20416 97089 107684 0 107684 14005 37587 51592 159276 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS ADOPTED STANDARDS AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. ALL OPEN TAX YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND PENNSYLVANIA DEPARTMENT OF REVENUE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT, NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS.THE FOUNDATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS AND ELECTIONS, MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN AND THE TAX-EXEMPT STATUS OF THE ORGANIZTION WOULD BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS OR THE REVOCATION OF THE FOUNDATION'S TAX-EXEMPT STATUS HAS BEEN RECORDED AS OF DECEMBER 31, 2011 AND 2010. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR REVENUE FROM AGENCY ACCOUNTS -25,761. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR EXPENSES OF AGENCY ACCOUNTS 37,587. 1 UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 1000 UNION CITY PROM TO DAWN UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 1000 LUNCH WITH SANTA UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 1000 UNION CITY WALL OF ACHIEVEMENT UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 690 UNION CITY LITTLE GRIDDERS NEW FOOTBALLS, TEES, AND FLAGS UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 5468 UNION CITY YOUTH FOOTBALL- EQUIPMENT TO START NEW YOUTH TACKLE TEAM UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)3 5526 UNION CITY YOUTH WRESTLING CLUB 3-SIDED DIGITAL SCORE SYSTEM UNION CITY LITTLE LEAGUE 16459 HOYT RD UNION CITY PA 16438 371445739 501(C)(3) 15000 TORO FIELD PRO UNION CITY LITTLE LEAGUE 16459 HOYT RD UNION CITY PA 16438 371445739 501(C)(3) 5990 HOME RUN FENCING OR DUGOUTS PROJECTS UNION CITY PRIDE INC UNION CITY BOROUGH PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 4500 CANADOHTA LAKE TREATMENT PROJECT UNION CITY PRIDE INC UNION CITY BOROUGH PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 4000 THE GATHERING AT FRENCH CREEK UNION CITY PRIDE INC UNION CITY BOROUGH PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 3000 2011 HOMECOMING PARADE & BANQUET UNION CITY PRIDE INC UNION CITY BOROUGH PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 3500 OUTDOOR THEATRE SYSTEM UNION CITY PRIDE INC UNION CITY BOROUGH PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 5900 GENERAL OPERATIONS UNRESTRICTED UNION CITY SENIOR CITIZEN COOPERATIVE 27 JOHNSON STREET UNION CITY PA 16438 251766419 501(C)(3) 8633 REPLACE BOILERS 4 0 SCHOLARSHIPS 21 11290 OUR GRANT MAKING FALLS INTO 3 GENERAL CATEGORIES: GRANTS WHICH ARE RECOMMENDED BY THE ORIGINAL DONOR OR FUND ADVISORS: WHEN THE RECOMMENDATIONS ARE SUBMITTED, A MEMBER OF THE FOUNDATION'S STAFF RESEARCHES THE ORGANIZATION AND VERIFIES 501(C)3 STATUS. OUR SUGGESTION FORM INCLUDES THE VERY SPECIFIC LANGUAGE: AS A DONOR ADVISOR TO THE UNION CITY COMMUNITY FOUNDATION, I RECOMMEND MAKING THIS GRANT FROM THE ABOVE-NAMED FUND. I ACKNOWLEDGE THAT THE GRANT RECOMMENDATION MUST RECEIVE APPROVAL BY THE UNION CITY COMMUNITY FOUNDATION. IN ACCORDANCE WITH IRS REGULATIONS, THIS RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION OF THE UNDERSIGNED. NO GOODS OR SERVICES OR NON-TAX DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. SCHOLARSHIP: EACH OF OUR SCHOLARSHIP FUNDS HAS AN INDEPENDENT COMMITTEE ESTABLISHED FOR THE REVIEW OF THE SCHOLARSHIP APPLICATION, AND THE AWARDING DECISIONS. THE COMMITTEES ARE ESTABLISHED WITH AN EYE TOWARDS INDEPENDENCE AND MOST HAVE A LOCAL HIGH SCHOOL OFFICIAL ON THE COMMITTEE. SCHOLARSHIP CHECKS ARE USUALLY MADE PAYABLE TO THE SCHOOL. COMPETITIVE: OUR COMPETITIVE GRANT MAKING RESPONDS TO THE NEEDS OF THE COMMUNITY THROUGH AN APPLICATION AND REVIEW PROCESS. A GRANTS COMMITTEE REVIEWS ALL APPLICATIONS, AND THE FINANCE DEPARTMENT REVIEWS THE FINANCIAL DOCUMENTATION SUBMITTED WITH THE APPLICATION. THE GRANTS COMMITTEE RECOMMENDS THE GRANTS TO THE BOARD OF DIRECTORS, WHO DELIBERATE AND GIVE FINAL APPROVAL. SIX MONTHS AFTER THE GRANT HAS BEEN DISBURSED, THE PROGRAM OFFICER SENDS AN EVALUATION FORM TO THE GRANTEE ORGANIZATION. SPECIFIC CRITERIA REGARDING THE GRANT REPORT ARE PROVIDED TO THE GRANTEE. ADDITIONALLY THE PROGRAM OFFICER WILL MAKE BOTH SCHEDULED AND PERIODIC UNANNOUNCED SITE VISITS TO ASSESS THE VIABILITY AND EFFECTIVENESS OF THE GRANTEE'S PROGRAM. FORM 990, PART VI, SECTION A, LINE 7A THE UNION CITY COMMUNITY FOUNDATION HAS SIGNED AN AFFILIATE AGREEMENT WITH THE ERIE COMMUNITY FOUNDATION. SINCE THEN ERIE COMMUNITY FOUNDATION HAS HAD THE RIGHT TO APPOINT A MAJORITY OF THE BOARD FOR UNION CITY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 INTERNAL REVIEWS FOR THE FORM 990 ARE DONE BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT. THIS REVIEW CONSISTS OF TRACING ALL FIGURES FROM INTERNALLY DEVELOPED SCHEDULES TO THE 990 AND REVIEWING ALL DISCREPANCIES WITH THE TAX PREPARERS. NOTE THAT THE FULL BOARD OF TRUSTEES RECEIVE COPIES OF THE 990 BEFORE FILING FOR THEIR REVIEW AND COMMENT. A FINAL REVIEW IS CONDUCTED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEE MEMBERS MUST ANNUALLY DISCLOSE, IN FULL THE NAME OF EACH BUSINESS OR NONPROFIT ORGANIZATION THAT HAS OR REASONABLY EXPECTS TO HAVE A MATERIAL INTEREST IN ANY PROPOSED OR EXISTING CONTRACT, TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION AND IN WHICH HE/SHE, HIS/HER SPOUSE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY IS A MEMBER, DIRECTOR, OFFICER, EMPLOYER OR PARTNER. BOARD OF TRUSTEE MEMBERS ARE PROVIDED A FORM EACH YEAR FOR THIS PURPOSE. FOUNDATION STAFF FOLLOW UP WITH TRUSTEES AS NECESSARY TO MAKE SURE THAT ALL FORMS ARE EXECUTED AND RETURNED. IN ADDITION TO THE ANNUAL DISCLOSURE, THE FOUNDATION'S CONFLICT OF INTEREST POLICY, WHICH ALL TRUSTEES MUST SIGN EACH YEAR, PROVIDES THAT TRUSTEES HAVE A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT PREVIOUSLY BEEN REPORTED. TRUSTEES THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES ARE RECUSED FROM PARTICIPATING IN THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE UNION CITY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -155,642. ERIE COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 256032032 COMMUNITY FOUNDATION PA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0