2024-11-15T09:36:42-06:00 2023-12-31 251031405 MCGILL POWER BELL & ASSOC LLP 2402 W 8TH STREET ERIE PA 16505 990 2023-01-01 251672243 UNION CITY COMMUNITY FOUNDATION UNIO 8144540843 459 WEST 6TH STREET ERIE PA 16507 KAREN BILOWITH PRESIDENT 8144540843 2024-11-14 1 0 CRAIG C MOFFATT P00077574 8144536594 2023 2024-10-15 13:58:12Z KAREN BILOWITH 459 WEST 6TH STREET ERIE PA 16507 2472746 0 X WWW.UNIONCITYCF.ORG X 2006 PA PUBLIC CHARITY COMMUNITY FOUNDATION 17 16 0 23 0 0 18688 156221 0 0 301126 225146 0 0 319814 381367 216417 258466 0 0 0 0 0 0 6257 111022 101826 327439 360292 -7625 21075 5996836 6633054 53867 120134 5942969 6512920 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 315293 258466 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. 315293 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 2 0 1 0 0 1 CJ BD 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SUZANNE HAUBER 8144540843 459 WEST 6TH STREET ERIE PA 16507 STEVEN JONES CHAIRMAN 1.00 X X 0 0 0 KYLE BLAKESLEE VICE CHAIRMAN 1.00 X X 0 0 0 DIANE BOWES SECRETARY 1.00 X X 0 0 0 CINDY WELLS TRUSTEE 1.00 X 0 0 0 ROGELIO ALLANIGUE MD TRUSTEE 1.00 X 0 0 0 PAT BURGESS TRUSTEE 1.00 X 0 0 0 DARRELL COOPER TRUSTEE 1.00 X 0 0 0 KAREN SURKALA TRUSTEE 1.00 X 0 0 0 RONALD JONES TRUSTEE 1.00 X 0 0 0 MARK WEBB TRUSTEE 1.00 X 0 0 0 SHAWN GROSS TREASURER 1.00 X X 0 0 0 NATALIE WILMOTH TRUSTEE 1.00 X 0 0 0 JIM SHREVE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CLARK TRUSTEE 1.00 X 0 0 0 NORM TROYER TRUSTEE (EMERITUS - NON VO 1.00 X 0 0 0 MATT BENNETT TRUSTEE 1.00 X 0 0 0 LARRY OBERT TRUSTEE 1.00 X 0 0 0 KAREN BILOWITH PRESIDENT 1.00 X 0 284500 31168 0 284500 31168 0 0 1 0 0 156221 156221 90777 90777 2225748 2091379 134369 134369 134369 381367 0 0 225146 244677 244677 13789 13789 60274 54474 2900 2900 33355 33355 51 5 23 23 1974 395 395 1184 594 181 166 247 1006 336 335 335 4421 1421 1500 1500 DUES AND SUBSCRIPTIONS 151 15 68 68 360292 315293 38742 6257 100 100 2865109 3159306 2765162 3345749 365415 126715 1050 1184 5996836 6633054 890 150 52977 119984 53867 120134 X 5942969 6512920 5942969 6512920 5996836 6633054 X 21075 548169 707 X X 0 1 X 1 0 X X 1 THE ERIE COMMUNITY FOUNDATION 256032032 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 0 PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATION, THE ERIE COMMUNITY FOUNDATION, HAS A SIGNIFICANT VOICE IN DETERMINING THE UNION CITY COMMUNITY FOUNDATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE UNION CITY COMMUNITY FOUNDATION'S INCOME AND ASSETS. THE ERIE COMMUNITY FOUNDATION APPOINTS THE MAJORITY OF THE MEMBERS OF THE UNION CITY COMMUNITY FOUNDATIONS BOARD OF DIRECTORS. THE UNION CITY COMMUNITY FOUNDATION IS ALSO MANAGED BY THE SAME GROUP OF OFFICERS AS THE ERIE COMMUNITY FOUNDATION. THE OFFICERS AND DIRECTORS, WHO ARE APPOINTED BY THE ERIE COMMUNITY FOUNDATION, DETERMINE HOW THE ASSETS AND INCOME FROM THE INVESTMENTS ARE DISTRIBUTED IN THE COMMUNITY. WITH RESPECT TO INVESTMENT POLICIES, THE INVESTMENTS OF UCCF ARE MAINTAINED IN THE OVERALL INVESTMENT POOL FOR ECF WHICH IS MANAGED BY ECF. PART IV, SECTION E, LINE 2A: THE UNION CITY COMMUNITY FOUNDATION'S ACTIVITIES DIRECTLY FURTHERED THE EXEMPT PURPOSE OF THE ERIE COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THE ERIE COMMUNITY FOUNDATION'S PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR ALL IN THE ERIE REGION BY ADDRESSING COMMUNITY ISSUES, BUILDING PERMANENT CHARITABLE ENDOWMENTS, AND PROMOTING PHILANTHROPIC AND COMMUNITY LEADERSHIP. THE UNION CITY COMMUNITY FOUNDATION'S ACTIVITIES SUPPORT THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY CONNECTING DONORS IN UNION CITY, WHICH IS PART OF THE ERIE REGION, WITH UNION CITY CHARITIES AND CREATING ENDOWMENTS FOR THE UNION CITY AREA. THE UNION CITY FOUNDATION'S ACTIVITIES FURTHER THE ERIE COMMUNITY FOUNDATION'S PURPOSE BY SUPPORTING A GEOGRAPHIC SEGMENT OF THE ERIE COMMUNITY. SUBSTANTIALLY ALL OF THE UNION CITY FOUNDATION'S ACTIVITIES FURTHER THE PURPOSE OF THE ERIE COMMUNITY FOUNDATION BECAUSE ALL OF THE ACTIVITIES FOCUS ON PROMOTING CHARITY IN UNION CITY, WHICH IS PART OF THE ERIE REGION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 15 10100 0 9427 181456 841051 3245526 1 1 5970650 112418 773315 258016 33356 48675 6516336 7055307 26176 -815775 208617 35060 51381 5970650 5488890 1019936 959878 318132 50414 44851 7055307 4864879 122115 659626 91605 28589 37536 5488890 4205408 83753 790550 154809 26188 33835 4864879 1.00000 0 1 1 0 VARIOUS PARTNERSHIPS AND ALTERNATIVE INVESTMENTS 3345749 F 3345749 566955 548169 707 548876 18079 33356 329932 363288 381367 183622 0 183622 33356 143314 176670 360292 PART XI, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR REVENUE FROM AGENCY ACCOUNTS 329,932. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR EXPENSE FROM AGENCY ACCOUNTS 143,314. SCHEDULE D PART X LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA/CARIBBEAN PASSIVE INVESTMENTS 27528018 0 0 0 0 0 0 27528018 0 27528018 0 0 0 0 0 0 1 SAINT VINCENT OUTPATIENT CENTER AT UNION CITY 130 NORTH MAIN STREET UNION CITY PA 16438 251406710 501(C)(3) 10000 0 VARIOUS PROJECTS UNION CITY AREA SCHOOL DISTRICT FOUNDATION 107 CONCORD ST UNION CITY PA 16438 251850661 501(C)(3) 73743 0 VARIOUS PROJECTS UNION CITY PRIDE INC PO BOX 172 UNION CITY PA 16438 270695746 501(C)(3) 99655 0 VARIOUS PROJECTS UNION CITY PRESBYTERIAN CHURCH 37 WEST HIGH STREET UNION CITY PA 16438 256061539 501(C)(3) 5703 0 VARIOUS PROJECTS 4 SCHOLARSHIPS 17 13789 PART I, LINE 2: OUR GRANT MAKING FALLS INTO 3 CATEGORIES: GRANTS WHICH ARE RECOMMENDED BY THE ORIGINAL DONOR OR FUND ADVISORS: WHEN THE RECOMMENDATIONS ARE SUBMITTED, A MEMBER OF THE FOUNDATION'S 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 DOUMENTATION 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 UNION CITY COMMUNITY FOUNDATION 25-1672243 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 KAREN BILOWITH PRESIDENT 0 257500 0 20000 0 7000 0 19425 0 11743 0 315668 0 0 PART I, LINE 1A T IS THE POLICY OF THE FOUNDATION TO CONSIDER MEMBERSHIP IN ORGANIZATIONS THAT WOULD PROMOTE THE ADVANCEMENT OF THE FOUNDATION, ENHANCE THE PROFESSIONAL STANDING OF ITS SENIOR PERSONNEL, AND FACILITATE FAVORABLE COMMUNITY RELATIONS. COSTS IN RELATION TO BENEFITS SHALL BE CONSIDERED. MEMBERSHIP IN AN ORGANIZATION MUST BE USED PRIMARILY FOR BUSINESS PURPOSES. KAREN BILOWITH AND SUSANNAH WEIS FRIGON ARE THE ONLY EMPLOYEES WHO RECEIVE THE SOCIAL CLUB BENEFIT. THIS BENEFIT IS INCLUDED IN COMPENSATION AS A TAXABLE FRINGE BENEFIT. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS RONALD JONES AND STEVEN JONES HAVE A FAMILY RELATIONSHIP. EMPLOYEE OLIVIA BURGESS AND BOARD MEMBERS KYLE BLAKESLEE AND PAT BURGESS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE UNION CITY COMMUNITY FOUNDATION HAS SIGNED AN AFFLIATE AGREEMENT WITH THE ERIE COMMUNITY FOUNDATION. SINCE THEN THE 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 11B 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 THIER 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 HAVING A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT BEEN PREVIOUSLY 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 15 THE ORGANIZATION HAS A POLICY WHICH INCLUDES AN INDEPENDENT REVIEW OF COMPENSATION, HOWEVER, THE ORGANIZATION PRESENTLY DOES NOT HAVE ANY PAID EMPLOYEES SO THE POLICY IS NOT CURRENTLY APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 THE UNION CITY COMMUNITY FOUNDATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR REFUND 707. ERIE COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 256032032 CMNTY FOUNDA PA 501(C)(3) LINE 7 N/A 1 NORTH EAST COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 251650208 CMNTY FOUNDA PA 501(C)(3) LINE 7 ECF 1 CORRY COMMUNITY FOUNDATION 459 WEST 6TH STREET ERIE PA 16507 251850006 CMNTY FOUNDA PA 501(C)(3) LINE 12C, III-FI ECF 1 NON PROFIT PARTNERSHIP 459 WEST 6TH STREET ERIE PA 16507 205616727 MANAGEMENT PA 501(C)(3) LINE 7 N/A 1 HISTORICAL ERIE PRESERVATION TRUST 230 WEST 6TH STREET ERIE PA 16507 846785153 CHARITABLE TRUST PA 501(C)(3) LINE 12A, I ECF 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ERIE COMMUNITY FOUNDATION M 48675 FMV