2024-11-08T07:57:41-05:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 351769294 UNION COUNTY FOUNDATION INC UNIO 7654587664 404 EATON ST LIBERTY IN 47353 OLIVIA CHEWNING EXECUTIVE DIRECTOR 7654587664 2024-11-04 true false THOMAS A ROBERTS P00997867 7652847554 2024-11-04 2023 2024-10-15 13:58:12Z RICHARD WORCESTER 404 EATON ST LIBERTY IN 47353 2723677 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. 10 10 5 20 0 289394 599030 127316 164332 496645 451509 326 913355 1215197 291874 738075 0 117968 108417 0 53281 259384 301016 669226 1147508 244129 67689 10205517 11084351 19030 60684 10186487 11023667 X 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 1004129 738075 164332 GRANTS AND SCHOLARSHIPS ARE PAID OUT TO LOCAL ORGANIZATIONS OR STUDENTS FROM EARNINGS ON ENDOWED FUNDS AND CONTRIBUTIONS TO THE FUNDS. N/A 1004129 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 5 true false false false false false false false false false false false false false false false X 10 10 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 X RICHARD WORCESTER PRESIDENT 3.00 X X 0 0 0 AARON WELTY VICE-PRESIDE 2.00 X X 0 0 0 REBECKA SAYNE-MEYER SECRETARY 2.00 X X 0 0 0 TED SANFORD TREASURER 2.00 X X 0 0 0 MICHAEL ROGERS DIRECTOR 1.00 X 0 0 0 VICTORIA SNYDER DIRECTOR 1.00 X 0 0 0 MARSHA ELDRIDGE DIRECTOR 1.00 X 0 0 0 AMY TOWNSEND DIRECTOR 1.00 X 0 0 0 GENA HARTMAN DIRECTOR 1.00 X 0 0 0 MICHAEL SWEET DIRECTOR 1.00 X 0 0 0 OLIVIA CHEWNING EXECUTIVE DI 40.00 X 0 0 0 false false false 599030 599030 ADMINISTRATIVE FEES 541610 164332 164332 164332 377707 377707 1582282 1508480 73802 73802 73802 MISCELLANEOUS 326 326 326 1215197 616167 638075 638075 100000 100000 100099 24556 35597 39946 8318 1997 2875 3446 164332 164332 39475 39475 25108 25108 7009 509 6500 6288 2515 1258 2515 17380 13904 3476 9439 7431 1928 80 1618 1294 324 2351 1881 470 12198 9758 2440 6224 4979 1245 MAINTENANCE AND REPAIRS 9019 7215 1804 MEMBERSHIP DUES 575 575 1147508 1004129 90098 53281 1392742 774413 13137 3683 5375 754440 137874 597254 616566 8211838 9380119 294741 10205517 11084351 5352 17661 27650 13678 15373 19030 60684 X 864155 868027 9322332 10155640 10186487 11023667 10205517 11084351 X 67689 771186 -1695 X false true X true false X 443888 434459 454614 289394 599030 2221385 443888 434459 454614 289394 599030 2221385 269216 1952169 300739 237584 501118 354386 377707 1771534 10978 164658 175636 4168555 671052 0.46830 0.43300 X PART II, LINE 10 OTHER INCOME 10,978 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 8000 34590 312556 true true 8636643 463427 1150562 495360 32465 162905 9559902 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 0.01250 0.69960 0.28790 false false 347123 347123 343232 83641 259591 64085 54233 9852 616566 AGENCY ENDOWMENT FUNDS 15373 15373 X 1959325 771186 771186 1188139 25108 1950 27058 1215197 1122145 1122145 25108 255 25363 1147508 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR GRANTS AND SCHOLARSHIPS TO BENEFIT THE RESIDENTS OF UNION COUNTY. 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 2020, 2021, AND 2022 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 1,950 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 255 true COLLEGE CORNER COMMUNITY CLUB PO BOX 421 WEST COLLEGE CORNER IN 47003 621185405 501C3 33468 GENERAL SUPPORT IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 501C3 40000 EDUCATIONAL LIBERTY ELEMENTARY SCHOOL 501 EATON ST LIBERTY IN 47353 GOV 6208 EDUCATION PROGRAMS LIBERTY LIONS CLUB 27 WEST UNION ST LIBERTY IN 47353 356108289 501C3 10000 GENERAL SUPPORT ST ANDREW CATHOLIC CHURCH RICHMOND CATHOLIC COMMUNITY RICHMOND IN 47374 350992124 501C3 21432 SUPPORT ST MICHAEL'S CHURCH 145 ST MICHAEL BLVD BROOKVILLE IN 47012 350867996 501C3 13372 SUPPORT THE JUNCTION INC PO BOX 311 WEST COLLEGE CORNER IN 47003 260414282 501C3 41850 GENERAL SUPPORT TOWN OF WEST COLLEGE CORNER INDIANA PO BOX 177 WEST COLLEGE CORNER IN 47003 351115489 GOV 70000 YOUTH DEVELOPMENT UNION COUNTY 4-H ASSOCIATION 411 PATRIOT BLVD LIBERTY IN 47353 351695685 501C3 7153 PROGRAM SUPPORT UNION COUNTY HIGH SCHOOL 410 PATRIOT BLVD LIBERTY IN 47353 463833267 501C3 31684 EDUCATION PROGRAMS UNION COUNTY PARKS BOARD 2200 E MAIN ST RICHMOND IN 47374 311200063 501C6 15000 AMPHITHEATER UNION COUNTY PUBLIC LIBRARY 2 E SEMINARY ST LIBERTY IN 47353 351856533 501C3 112600 EDUCATION PROGRAMS WEST COLLEGE CORNER VOLUNTEER FIRE DEPARTMENT PO BOX 464 WEST COLLEGE CORNER IN 47003 351115489 501C4 100000 GENERAL SUPPORT 11 2 SCHOLARSHIPS 44 100000 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 2, PART III, LINE 4D N/A 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 -1,950 AGENCY FUND EXPENSES 255 TOTAL -1,695 UC REVITALIZATION LLC 404 EATON ST LIBERTY IN 47353 853867436 PROPERTY IN 22654 540605 UNION COUNTY FOUNDATION INC