2011-06-23T10:58:43-05:00 2010-12-31 HOLBROOK & MANTER INC 103 PROFESSIONAL PARKWAY MARYSVILLE OH 43040 990 2010-01-01 310628641 COMMUNITY FOUNDATION OF UNION COUNTY INC COMM 9376429618 PO BOX 608 MARYSVILLE OH 43040 DAVE VOLLRATH 9376429618 2011-02-04 BRIAN E RAVENCRAFT 9376448175 2011-06-03 2010 2016-02-24 21:20:13Z DAVE VOLLRATH PO BOX 608 MARYSVILLE OH 43040 1431028 false X WWW.UNIONCOUNTYFOUNDATION.ORG X 1993 OH SEE SCHEDULE O. 16 16 2 0 553811 682495 613497 114746 93576 34262 41460 702819 1431028 470010 238689 0 71439 72473 0 4423 80616 94358 622065 405520 80754 1025508 4877189 6380672 216287 257579 4660902 6123093 SEE SCHEDULE O. false false 323308 238689 1295992 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. 323308 true true false false false true false false false true true false false false true false true false false false false false false false false false false false 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 X 16 16 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 0 SUE DEVINE 18.00 X 21640 0 0 THOMAS MCCARTHY 1.00 X 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 65320 false false false 682495 682495 NEXT GENERATIONS INITIATIVE 613497 613497 613497 93576 93576 INCOME- OTHER REVENUE 41460 41460 41460 1431028 654957 93576 238689 238689 65320 62054 3266 1960 1862 98 5193 4933 260 10500 10500 4330 4330 EXP-2 M/G OTHER EXPENSES 58890 58890 EXP-2- TOTAL OTHER EXPENS 10855 9769 1086 EXP-2 - F/R OTHER EXPENSE 4423 4423 GEN & ADMIN:UTILITIES 2280 2280 EXP-2- P/S OTHER EXPESES 1553 1553 1527 118 1409 405520 323308 77789 4423 1515 131432 1325122 1608291 72173 45018 31751 42335 2604 1828 62400 62400 62400 3104281 4211175 277343 278193 4877189 6380672 6917 4270 209370 253309 216287 257579 X 1396613 1494730 1492286 2233539 1772003 2394824 4660902 6123093 4877189 6380672 X 1025508 436683 X X false true true X false X 1662652 969188 584472 553811 1295992 5066115 1662652 969188 584472 553811 1295992 5066115 1779142 3286973 119241 150628 132735 114746 93576 610926 29304 38135 33623 34262 41460 176784 5853825 654957 0.56150 0.67410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 44 447075 848917 105639 133050 1572595 4808077 true true false false false false false 1816729 613874 196310 -55745 -18789 2552379 1488940 97818 309370 -62670 -16639 1816729 1929857 10645 -359564 -75183 -16815 1488940 1.00000 false false false 62400 62400 62400 BAL-2- OTHER LIABILITIES 253309 CHARIT. ANNUITIES & REMAINDER TRUSTS 253309 1431028 405520 1025508 450718 -14035 436683 1462191 1881746 450718 450718 1431028 1431028 419555 14035 14035 405520 405520 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,035 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 14,035 true SCHOLARSHIP 80 85152 CHARITABLE 215 153537 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 SEE SCHEDULE D RECONCILIATION FROM FORM 990 TO AUDITED FINANCIAL STATEMENTS FOR EXPLANATION. CHANGE IN FINANCIAL REVIEW PROCESS FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT COMMITTEE REVIEWS THE AUDIT WITH THE INDEPENDENT AUDITOR AND REPORTS TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE MAKES THE RECOMMENDATION TO THE BOARD OF DIRECTORS TO ACCEPT THE AUDITED REPORT.