UNION COUNTY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNION COUNTY FOUNDATION INC (EIN 35-1769294)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-22
- IRS object ID
- 201132859349300428
- 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 | 2011-09-22T11:00:43-00:00 | 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 | Estep Burkey Simmons LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 42 | AddressLine1 |
| City | Muncie | City |
| State | IN | State |
| ZIP Code | 473080042 | 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 | 351769294 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union County Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 7654587664 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 Eaton Street | AddressLine1 |
| City | Liberty | City |
| State | IN | State |
| ZIP Code | 47353 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sue Cartee | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-09-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick Burkey | Name |
| Phone | 7652847554 | Phone |
| Date Prepared | 2011-09-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sue Cartee | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 Eaton Street | AddressLine1 |
| City | Liberty | City |
| State | IN | State |
| ZIP Code | 47353 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1409375 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ucfoundationinc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | To assist donors to build and preserve a perpetual fund to meet the changing needs and enrich the quality of life in Union County, Indiana. To 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 Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 46628 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 109868 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59520 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56154 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4629 | InvestmentIncomePriorYear |
| Investment Income Current Year | 172232 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 681 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 111458 | TotalRevenuePriorYear |
| Total Revenue Current Year | 338254 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 171075 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 187344 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 55568 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 54335 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11226 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 101105 | OtherExpensePriorYear |
| Other Expenses Current Year | 108059 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 327748 | TotalExpensesPriorYear |
| Total Expenses Current Year | 349738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -216290 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11484 | RevenuesLessExpensesCY |
| Total Assets BOY | 4857041 | TotalAssetsBOY |
| Total Assets EOY | 5184835 | TotalAssetsEOY |
| Total Liabilities BOY | 62399 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61629 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4794642 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5123206 | NetAssetsOrFundBalancesEOY |
| Mission Description | To 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 Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 303691 | Expense |
| Grants | 187344 | Grants |
| Description | Grants and scholarships are paid out to local business or students from earnings on endowed funds and contributions to the funds. | Description |
| Total Program Service Expense | 303691 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Janice S Cartee | NamePerson |
| Telephone Number | 7654587664 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 Eaton Street | AddressLine1 |
| City | Liberty | City |
| State | IN | State |
| ZIP Code | 47353 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Zackery D Cartee | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Julie Coffman | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Landon Coyle | ||||||
| Vice President | 001.00 | X | 0 | 0 | 0 | |
| Karen Ferrario | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Gena Hartman | ||||||
| Secretary | 001.00 | X | 0 | 0 | 0 | X |
| Ross Keasling | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Arthur Redinger | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Gwayne Reed | ||||||
| President | 001.00 | X | 0 | 0 | 0 | X |
| Gene Sanford | ||||||
| Treasurer | 001.00 | X | 0 | 0 | 0 | X |
| LouAnn Kassen | ||||||
| Executive Director | 035.00 | 16797 | 0 | 0 | X | |
| Janice S Cartee | ||||||
| Executive Director | 035.00 | 12325 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 29122 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 109868 | AllOtherContributions |
| Total Contributions | 109868 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 56154 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56154 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56154 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184137 | TotalRevenueColumn |
| Exclusion | $184,137 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1059216 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1071121 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -11905 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11905 | TotalRevenueColumn |
| Exclusion | -$11,905 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 338254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56154 | RelatedOrExemptFunctionIncome |
| Exclusion | $172,232 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187344 | Total |
| Program Services | 187344 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29122 | Total |
| Program Services | 12553 | ProgramServices |
| Management And General | 11975 | ManagementAndGeneral |
| Fundraising | 4594 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21296 | Total |
| Program Services | 9179 | ProgramServices |
| Management And General | 8757 | ManagementAndGeneral |
| Fundraising | 3360 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3917 | Total |
| Program Services | 1688 | ProgramServices |
| Management And General | 1611 | ManagementAndGeneral |
| Fundraising | 618 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56148 | Total |
| Program Services | 56148 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6775 | Total |
| Management And General | 6775 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13536 | Total |
| Program Services | 13536 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 768 | Total |
| Program Services | 768 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3904 | Total |
| Program Services | 1562 | ProgramServices |
| Management And General | 780 | ManagementAndGeneral |
| Fundraising | 1562 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3016 | Total |
| Program Services | 2413 | ProgramServices |
| Management And General | 603 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110 | Total |
| Program Services | 110 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2875 | Total |
| Program Services | 2300 | ProgramServices |
| Fundraising | 575 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3426 | Total |
| Program Services | 2741 | ProgramServices |
| Management And General | 685 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4601 | Total |
| Program Services | 3681 | ProgramServices |
| Management And General | 920 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs and Maintenance | 9694 | 7755 | 1939 | |
| Telephone | 2587 | 1294 | 776 | 517 |
| Memberships and Dues | 619 | 619 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349738 | Total |
| Program Services | 303691 | ProgramServices |
| Management And General | 34821 | ManagementAndGeneral |
| Fundraising | 11226 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277798 | BOY |
| EOY | 176545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 163551 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 80106 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85979 | BOY |
| EOY | 83445 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3980093 | BOY |
| EOY | 4397419 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495427 | BOY |
| EOY | 511996 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17743 | BOY |
| EOY | 15430 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4857041 | BOY |
| EOY | 5184835 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 543 | BOY |
| EOY | 1461 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54870 | BOY |
| EOY | 52466 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6986 | BOY |
| EOY | 7702 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62399 | BOY |
| EOY | 61629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1761668 | BOY |
| EOY | 1865567 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2789410 | BOY |
| EOY | 3008405 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243564 | BOY |
| EOY | 249234 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4794642 | BOY |
| EOY | 5123206 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4857041 | BOY |
| EOY | 5184835 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11484 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 340048 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 132100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86432 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 398405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109868 | CurrentTaxYear |
| Total | 773433 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 132100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86432 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 398405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109868 | CurrentTaxYear |
| Total | 773433 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 773433 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 176050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 195002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 163411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 143944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 183870 | CurrentTaxYear |
| Total | 862277 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1635710 | TotalSupport |
| Public Support Pertcentage170 | 0.47280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 2770 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1342 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 60934 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Beginning Balance | 6986 | BeginningBalance |
| Additions During Year | 843 | AdditionsDuringYear |
| Distributions During Year | 127 | DistributionsDuringYear |
| Ending Balance | 7702 | EndingBalance |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4744161 | BeginningOfYearBalance |
| Contributions | 72376 | Contributions |
| Investment Earnings Or Losses | 505883 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184601 | GrantsOrScholarships |
| Administrative Expenses | 56148 | AdministrativeExpenses |
| End Of Year Balance | 5081671 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4324462 | BeginningOfYearBalance |
| Contributions | 39093 | Contributions |
| Investment Earnings Or Losses | 606088 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 165959 | GrantsOrScholarships |
| Administrative Expenses | 59523 | AdministrativeExpenses |
| End Of Year Balance | 4744161 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5010294 | BeginningOfYearBalance |
| Contributions | 383830 | Contributions |
| Investment Earnings Or Losses | -817769 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 214536 | GrantsOrScholarships |
| Administrative Expenses | 37357 | AdministrativeExpenses |
| End Of Year Balance | 4324462 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.58000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24000 | OtherCostOrOtherBasis |
| Book Value | 24000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86242 | OtherCostOrOtherBasis |
| Depreciation | 29218 | Depreciation |
| Book Value | 57024 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53309 | OtherCostOrOtherBasis |
| Depreciation | 50888 | Depreciation |
| Book Value | 2421 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83445 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 14977 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Certificates of Deposit | Description |
| Book Value | 497019 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 511996 | TotalOfBookValueSecurities |
| Total Revenue | 338254 | TotalRevenue |
| Total Expenses | 349738 | TotalExpenses |
| Excess Or Deficit For Year | -11484 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 340131 | NetUnrealizedGLOnInvestments |
| Other | -$83 | OtherAmount |
| Total Adjustments | 340048 | TotalAdjustments |
| Excess Or Deficit Per FS | 328564 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 678175 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 340131 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 340131 | RevenueNotRptdF990 |
| Revenue Subtotal | 338044 | RevenueSubtotal |
| Other Revenues Not Included | 210 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 210 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 338254 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 349611 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 349611 | ExpensesSubtotal |
| Other Expenses Not Included | 127 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 127 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 349738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 4 | The 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... |
| V | 4 | ...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. |
| XI | 8 | Net Agency Fund Transactions 83. |
| XII | 4b | Net Agency Fund Transactions 210. |
| XIII | 4b | Net Agency Fund Transactions 127. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| St Andrew Catholic Church | |||||||
| 235 S 5th St | Richmond | IN | 47374 | 350992124 | 501c3 | 10863 | Programs Maintenance |
| St Michael's Church | |||||||
| 145 Saint Michaels Blvd | Brookville | IN | 47012 | 350867996 | 501c3 | 8774 | Programs Maintenance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 64 | NumberOfRecipients |
| Amount Of Cash Grant | 76884 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Grants 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 (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 8b | No committee has the authority to act on behalf of the governing body. |
| Form 990 Part VI | 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 | 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 | 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 | 19 | All documents are available upon request. |
| Form 990 Part XI | 5 | Unrealized gains 340,764 - Change in value of FASB ASC 958 Agency Funds 716 340,048. |
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