2011-08-22T06:29:19-05:00 2010-12-31 MALIN BERGQUIST & COMPANY LLP 2402 WEST 8TH STREET ERIE PA 165054428 990 2010-01-01 251672243 UNION CITY COMMUNITY FOUNDATION UNIO 8144540843 459 WEST 6TH STREET ERIE PA 16507 MICHAEL L BATCHELOR 8144540843 2011-08-16 1 VINCENT F HALUPCZYNSKI CPA 8144544008 2010 2016-02-24 21:20:13Z MICHAEL L BATCHELOR 127 W 6TH ST ERIE PA 16501 360685 0 X WWW.UNIONCITYCF.ORG X 2006 PA PUBLIC CHARITY COMMUNITY FOUNDATION 16 16 0 16 0 0 3000 1250 0 0 -229806 102009 0 675 -226806 103934 250472 119829 0 0 0 0 0 0 7364 34473 39205 284945 159034 -511751 -55100 3078002 3233185 150100 71194 2927902 3161991 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 120228 119829 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. 120228 1 0 0 0 1 0 0 0 1 0 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 0 0 0 REBECCA STUART 1.00 X 0 0 0 LARRY OBERT 1.00 X 0 0 0 DR ROGELIO ALLANIGUE 1.00 X 0 0 0 ABBE BIEBEL 1.00 X 0 0 0 ANGELA BONTEMPO 1.00 X 0 0 0 DIANE BOWES 1.00 X 0 0 0 DARRELL COOPER 1.00 X 0 0 0 GERALD EDDY 1.00 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 1250 1250 81155 81155 277605 256751 20854 20854 20854 REFUND OF PRIOR YEAR G 900099 675 675 675 103934 675 0 102009 108329 108329 11500 11500 1197 399 399 399 30262 30262 6965 6965 781 781 159034 120228 31442 7364 4344 97 3073658 3233088 3078002 3233185 150100 71194 150100 71194 X 2927902 3161991 2927902 3161991 3078002 3233185 X -55100 289189 X X 0 1 1 X 0 X X X 0 0 0 THE ERIE COMMUNITY FOUNDATION 256032032 7 1 1 1 0 1 0 1 3 100 0 0 38087 87164 1154064 1 1 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 103934 159034 -55100 289189 289189 234089 232724 289189 3003 292192 -59468 12281 151121 163402 103934 115379 3000 3000 112379 12281 34374 46655 159034 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. 1 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 5 1 SCHOLARSHIPS 22 11500 OTHER INFORMATION: PART IV: 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. 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. 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. 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 GAINS ON INVESTMENTS: 289,189. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ERIE COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 256032032 COMMUNITY FOUNDATION PA 501(C)(3) 501C3 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0