2023-11-15T13:57:36-05:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351769294 UNION COUNTY FOUNDATION INC UNIO 7654587664 404 EATON ST LIBERTY IN 47353 DANKA KLEIN EXECUTIVE DIRECTOR 7654587664 2023-11-08 true DANKA KLEIN 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-11-08 2022 2023-04-26 12:10:37Z RICHARD WORCESTER 404 EATON ST LIBERTY IN 47353 1528866 false X WWW.UCFOUNDATIONINC.ORG X 1989 IN TO ASSIST DONORS IN BUILDING AND PRESERVING PERPETUAL CHARITABLE FUNDS; TO MEET THE CHANGING NEEDS OF OUR COMMUNITY AND TO ENRICH THE QUALITY OF LIFE FOR THE RESIDENTS OF UNION COUNTY. 12 12 6 20 0 454614 289394 141176 127316 648462 496645 0 1244252 913355 275713 291874 0 98030 117968 0 52644 233136 259384 606879 669226 637373 244129 11670446 10205517 37187 19030 11633259 10186487 TO ASSIST DONORS IN BUILDING AND PRESERVING PERPETUAL CHARITABLE FUNDS; TO MEET THE CHANGING NEEDS OF OUR COMMUNITY AND TO ENRICH THE QUALITY OF LIFE FOR THE RESIDENTS OF UNION COUNTY. false false 525589 291874 127316 GRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS. 525589 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false false false false false true false false false false true 7 0 6 true false false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false IN X X DANKA KLEIN 7654587664 404 EATON ST LIBERTY IN 47353 RICHARD WORCESTER PRESIDENT 3.00 X X 0 0 0 AARON WELTY VICE-PRESIDE 2.00 X X 0 0 0 AMY TOWNSHEND SECRETARY 2.00 X X 0 0 0 DAVID BERTCH TREASURER 1.00 X X 0 0 0 REBECKA SAYNE-MEYER DIRECTOR 1.00 X 0 0 0 LANDON COYLE DIRECTOR 1.00 X 0 0 0 MARSHA ELDRIDGE DIRECTOR 1.00 X 0 0 0 MICHAEL ROGERS DIRECTOR 1.00 X 0 0 0 GENA HARTMAN DIRECTOR 1.00 X 0 0 0 TED SANFORD DIRECTOR 1.00 X 0 0 0 VICTORIA SNYDER DIRECTOR 1.00 X 0 0 0 MICHAEL SWEET DIRECTOR 1.00 X 0 0 0 DANKA KLEIN EXECUTIVE DI 40.00 X 54525 0 0 54525 false false false 289394 289394 ADMINISTRATIVE FEES 541610 127316 127316 127316 354386 354386 757770 615511 142259 142259 142259 913355 269575 354386 202554 202554 89320 89320 54525 13086 18539 22900 55456 13248 19331 22877 7987 1937 2799 3251 127316 127316 38400 38400 24362 24362 2034 1238 796 3155 1263 629 1263 18365 14692 3673 10274 8075 2103 96 1155 924 231 6152 4922 1230 12860 10288 2572 8622 6898 1724 MAINTENANCE AND REPAIRS 6114 4891 1223 MEMBERSHIP DUES 575 575 669226 525589 90993 52644 1682354 1392742 6066 3683 722930 125676 551564 597254 9430462 8211838 11670446 10205517 21537 5352 15650 13678 37187 19030 X 926072 864155 10707187 9322332 11633259 10186487 11670446 10205517 X 244129 -1692873 1972 X false true X true false X 296440 443888 434459 454614 289394 1918795 296440 443888 434459 454614 289394 1918795 342603 1576192 308475 300739 237584 501118 354386 1702302 8136 10978 19114 3640211 621946 0.43300 0.45250 X PART II, LINE 10 OTHER INCOME 19,114 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 9144 321448 true true 9991686 133623 -1143663 180394 38361 126248 8636643 8734804 399833 1180104 182299 140756 9991686 8231671 276024 820400 178226 299866 115199 8734804 7148951 145513 1304718 197414 53463 116634 8231671 7799021 138092 -395198 159661 121261 112009 7148951 0.01330 0.75640 0.23030 false false 347123 347123 311722 75116 236606 64085 50560 13525 597254 AGENCY ENDOWMENT FUNDS 13678 13678 X -802113 -1692873 -1692873 890760 24362 -1767 22595 913355 644659 644659 24362 205 24567 669226 SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -1,767 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 205 true IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 501C3 30000 EDUCATIONAL ST ANDREW CATHOLIC CHURCH RICHMOND CATHOLIC COMMUNITY RICHMOND IN 47374 350992124 501C3 20471 SUPPORT ST MICHAEL'S CHURCH 145 ST MICHAEL BLVD BROOKVILLE IN 47012 350867996 501C3 12772 SUPPORT ST GABRIEL & ST BRIDGET CATHOLIC CHURCH 232 WEST 9TH STREET CONNERSVILLE IN 47331 350893496 501C3 14700 HUMAN SERVICES TOWN OF WEST COLLEGE CORNER INDIANA PO BOX 177 WEST COLLEGE CORNER IN 47003 351115489 GOV 12500 YOUTH DEVELOPMENT UNION COUNTY HIGH SCHOOL 410 PATRIOT BLVD LIBERTY IN 47353 463833267 501C3 5444 EDUCATION PROGRAMS UNION COUNTY PARKS BOARD 2200 E MAIN ST RICHMOND IN 47374 311200063 501C6 37545 BASKETBALL COURTS UNION COUNTY PUBLIC LIBRARY 2 E SEMINARY ST LIBERTY IN 47353 351856533 501C3 10715 SUPPORT 7 1 SCHOLARSHIPS 40 89320 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE MADE SUBJECT TO THE SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHO IN TURN, DISCUSSES IT WITH THE FULL BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 AGENCY FUND REVENUE 1,767 AGENCY FUND EXPENSES 205 TOTAL 1,972 UC REVITALIZATION LLC 404 EATON ST LIBERTY IN 47353 853867436 PROPERTY IN 14886 363238 UNION COUNTY FOUNDATION INC