UNION CITY COMMUNITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNION CITY COMMUNITY FOUNDATION (EIN 25-1672243)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-22
- IRS object ID
- 201112349349300001
- Schema version
- 2010v3.4
- 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 | 2011-08-22T06:29:19-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALIN BERGQUIST & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WEST 8TH STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 165054428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251672243 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION CITY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 8144540843 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL L BATCHELOR | Name |
| Title | PRESIDENT | Title |
| Phone | 8144540843 | Phone |
| Date Signed | 2011-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VINCENT F HALUPCZYNSKI CPA | Name |
| Phone | 8144544008 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL L BATCHELOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 W 6TH ST | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 360685 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIONCITYCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PUBLIC CHARITY COMMUNITY FOUNDATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1250 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -229806 | InvestmentIncomePriorYear |
| Investment Income Current Year | 102009 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 675 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -226806 | TotalRevenuePriorYear |
| Total Revenue Current Year | 103934 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250472 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 119829 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7364 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34473 | OtherExpensePriorYear |
| Other Expenses Current Year | 39205 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 284945 | TotalExpensesPriorYear |
| Total Expenses Current Year | 159034 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -511751 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -55100 | RevenuesLessExpensesCY |
| Total Assets BOY | 3078002 | TotalAssetsBOY |
| Total Assets EOY | 3233185 | TotalAssetsEOY |
| Total Liabilities BOY | 150100 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 71194 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2927902 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3161991 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNION CITY COMMUNITY FOUNDATION WORKS TO CONNECT DONORS TO THEIR FAVORITE CHARITIES BY CREATING ENDOWMENTS IN ORDER TO ACHIEVE DONORS PHILANTHROPIC INTERESTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 120228 | Expense |
| Grants | 119829 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 120228 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA F SAMBROAK CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8144540843 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH ST | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| MARK WEBB | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| STEVEN JONES | |||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| REBECCA STUART | |||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 |
| LARRY OBERT | |||||
| TREASURER | 1.00 | X | 0 | 0 | 0 |
| DR ROGELIO ALLANIGUE | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| ABBE BIEBEL | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| ANGELA BONTEMPO | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DIANE BOWES | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DARRELL COOPER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| GERALD EDDY | |||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| THOMAS FUCCI | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| RONALD JONES | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| RICHARD MASON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| NORMAN TROYER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| KYLE BLAKESLEE | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| CARL KALLGREN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1250 | AllOtherContributions |
| Total Contributions | 1250 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81155 | TotalRevenueColumn |
| Exclusion | $81,155 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 277605 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 256751 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20854 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20854 | TotalRevenueColumn |
| Exclusion | $20,854 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND OF PRIOR YEAR G | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 675 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 675 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103934 | TotalRevenueColumn |
| Related Or Exempt Function Income | 675 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $102,009 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108329 | Total |
| Program Services | 108329 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11500 | Total |
| Program Services | 11500 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197 | Total |
| Program Services | 399 | ProgramServices |
| Management And General | 399 | ManagementAndGeneral |
| Fundraising | 399 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30262 | Total |
| Management And General | 30262 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6965 | Total |
| Fundraising | 6965 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 781 | Total |
| Management And General | 781 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159034 | Total |
| Program Services | 120228 | ProgramServices |
| Management And General | 31442 | ManagementAndGeneral |
| Fundraising | 7364 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4344 | BOY |
| EOY | 97 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3073658 | BOY |
| EOY | 3233088 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3078002 | BOY |
| EOY | 3233185 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150100 | BOY |
| EOY | 71194 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150100 | BOY |
| EOY | 71194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927902 | BOY |
| EOY | 3161991 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927902 | BOY |
| EOY | 3161991 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3078002 | BOY |
| EOY | 3233185 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -55100 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 289189 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256032032 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Number Funds Held | 3 | NumberFundsHeld |
| Donor Advised Contributions | 100 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 38087 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 87164 | AggregateDAFValue |
| Aggregate Fund Value | 1154064 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2920986 | BeginningOfYearBalance |
| Contributions | 1875 | Contributions |
| Investment Earnings Or Losses | 391198 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 122829 | GrantsOrScholarships |
| Other Expenditures | 12281 | OtherExpenditures |
| Administrative Expenses | 17981 | AdministrativeExpenses |
| End Of Year Balance | 3160968 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2535383 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 673483 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 260472 | GrantsOrScholarships |
| Other Expenditures | 12454 | OtherExpenditures |
| Administrative Expenses | 15454 | AdministrativeExpenses |
| End Of Year Balance | 2920986 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3753754 | BeginningOfYearBalance |
| Contributions | 94504 | Contributions |
| Investment Earnings Or Losses | -1146889 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 129677 | GrantsOrScholarships |
| Other Expenditures | 15782 | OtherExpenditures |
| Administrative Expenses | 20527 | AdministrativeExpenses |
| End Of Year Balance | 2535383 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 103934 | TotalRevenue |
| Total Expenses | 159034 | TotalExpenses |
| Excess Or Deficit For Year | -55100 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 289189 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 289189 | TotalAdjustments |
| Excess Or Deficit Per FS | 234089 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 232724 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 289189 | NetUnrealizedGainsInvestments |
| Other Revenues | 3003 | OtherRevenues |
| Revenue Not Rptd F990 | 292192 | RevenueNotRptdF990 |
| Revenue Subtotal | -59468 | RevenueSubtotal |
| Investment Expenses Not Included | 12281 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 151121 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 163402 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 103934 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 115379 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 112379 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12281 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 34374 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 46655 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 159034 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS ADOPTED STANDARDS AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 21, 2010 AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN YEARS. CURRENTLY, THE 2007, 2008, 2009, AND 2010 TAX YEARS ARE OPEN AND 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERFUND GIFTS 3,003. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT FOR REVENUE FROM AGENCY ACCOUNTS 151,121. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INTERFUND GIFTS 3,000. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT FOR EXPENSES OF AGENCY ACCOUNTS 34,374. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNION CITY PRIDE INC | |||||||
| PO BOX 172 | UNION CITY | PA | 16438 | 270695746 | 501C3 | 31925 | UNRESTRICTED DISTRIBUTION |
| SAFE HORIZONS | |||||||
| 25 WEST HIGH ST | UNION CITY | PA | 16438 | 251426587 | 501C3 | 13399 | REQUESTED DISTRIBUTION |
| UNION CITY AREA SCHOOL DISTRICT | |||||||
| 107 CONCORD ST | UNION CITY | PA | 16438 | 251850661 | 501C3 | 13346 | VARIOUS PURPOSES |
| UNION CITY SPORTSMEN'S CLUB | |||||||
| 9574 SHADDOCK ROAD | MCKEAN | PA | 16426 | 251309037 | 501C7 | 7800 | POLE BUILDING CONSTRUCTION |
| UNION CITY VOLUNTEER FIRE CO | |||||||
| 50 SECOND AVENUE | UNION CITY | PA | 16438 | 251656913 | 501C3 | 17000 | PERSONAL PROTECTIVE EQUIPMENT |
| ARTS ERIE | |||||||
| 3 EAST 4TH ST | ERIE | PA | 16507 | 256085617 | 501C3 | 5000 | UNION CITY ARTS NETWORK PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 11500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | 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 FOUNDATIONS 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 B, LINE 12C | |
| AN INDEPENDENT ORGANIZATION WAS HIRED TO REVIEW THE COMPENSATION OF THE PRESIDENT. THIS ORGANIZATION COLLECTED DATA FROM PUBLISHED SURVEY SOURCES, BASED ON ASSET SIZE, OPERATING BUDGET AND DONATION FOCUS. THESE SOURCES ARE: COUNCIL ON FOUNDATIONS GRANTMAKERS SALARY AND BENEFITS REPORT, TOTAL COMPENSATION SOLUTIONS-NOT-FOR-PROFIT COMPENSATION SURVEY, PRM CONSULTING-MANAGEMENT COMPENSATION REPORT FOR NOT FOR PROFIT ORGANIZATIONS, WATSON WYATT SURVEY REPORT ON EMPLOYEE BENEFITS, AND VARIOUS 990 TAX RETURNS FROM COMPARABLE COMMUNITY FOUNDATIONS. OTHER OFFICERS OR KEY EMPLOYEES SALARIES ARE DETERMINED BY THE PRESIDENT, USING THE COUNCIL ON FOUNDATIONS GRANTMAKERS SALARY AND BENEFITS REPORT. | ||
| THE UNION CITY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 289,189. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIE COMMUNITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 WEST 6TH STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256032032 | EIN |
| Primary Activities | COMMUNITY FOUNDATION | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 501C3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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