Nonprofit · EIN 20-4604858
UCB CHARITABLE FOUNDATION
Tax-exempt · LAWRENCEBURG, IN 47025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 20, 2024 | 990-PF | $42,796 | $156,288 | -$113,492 | $873,345 | $21,500 | $851,845 |
| June 30, 2023 | 990-PF | $62,188 | $190,226 | -$128,038 | $945,926 | $15,231 | $929,195 |
Financial details: 990-PF for the year ended June 20, 2024
Revenue
- Dividends
- $36,650
- Net gain from sales of assets
- $6,146
Expenses
- Grants and similar amounts paid
- $151,617
- Disbursements for charitable purposes
- $151,617
- Excise tax on investment income
- $595
Balance sheet and other
- Total assets, start of year
- $945,926
- Total assets, end of year
- $873,345
- Total liabilities, end of year
- $21,500
- Net assets, end of year
- $851,845
- Fair market value of assets
- $873,345
- Qualifying distributions
- $151,617
- Net investment income
- $42,796
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 20, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EG MCLAUGHLIN PO BOX 3792, LAWRENCEBURG, IN 47025 | PRESIDENT | 1 | $0 |
| MARK SAMS 92 WALNUT ST, LAWRENCEBURG, IN 47025 | SECRETARY | 1 | $0 |
| AMANADA COSMEIER 19954 LONGVIEW DR, LAWRENCEBURG, IN 47025 | TREASURER | 1 | $0 |
| DENNIS SHAFFER 100 EAST WATER STREET, SANDUSKY, OH 44870 | MEMBER | 1 | $0 |
| WILLIAM RITZMANN 19815 LAKEVIEW DR, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| ROBERT EWBANK 114 W HIGH ST, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| JERRY HACKER 1136 HOLLYHEDGE LAND, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| FRED MCCARTER 322 WALNUT ST, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| CHIP PERFECT 92 WALNUT ST, LAWRENCEBURG, IN 47025 | MEMBER | 1 | $0 |
| JULIE MATLIN 6368 COOC RD, GUILFORD, IN 47022 | MEMBER | 1 | $0 |
| JAMES KITTLE 640 TANNER AVE, GREENDALE, IN 47025 | MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EG MCLAUGHLIN PO BOX 3792, LAWRENCEBURG, IN 47025 | PRESIDENT | 1 | $0 |
| MARK SAMS 92 WALNUT ST, LAWRENCEBURG, IN 47025 | TREASURER | 1 | $0 |
| AMANDA CORSMEIER 19954 LONGVIEW DR, LAWRENCEBURG, IN 47025 | TREASURER | 1 | $0 |
| DENNIS SHAFFER 100 WEST WATER ST, SANDUSKY, OH 44870 | MEMBER | 1 | $0 |
| WILLIAM RITZMANN 19813 LAKEVIEW DR, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| ROBERT EWBANK 114 W HIGH ST, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| JERRY HACKER 1136 HOLLYHEDGE LANE, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| FRED MCCARTER 322 WALNUT ST, LAWRENCEBURG, IN 47025 | DIRECTOR | 1 | $0 |
| CHIP PERFECT 92 WALNUT ST, LAWRENCEBURG, IN 47025 | MEMBER | 1 | $0 |
| JULIE MATLIN 6368 COOK RD, GUILFORD, IN 47022 | MEMBER | 1 | $0 |
| JAMES KITTLE 640 TANNER AVE, GREENDALE, IN 47025 | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 92 WALNUT ST, LAWRENCEBURG, IN 47025-1836
- In care of
- % WILLIAM F RITZMANN
- Signed the 990-PF
- AMANADA COSMEIER, TREASURER
- Phone
- (812) 537-4822
- Return prepared by
- BOTTOM LINE SERVICES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4604858
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $873,345
- Income (IRS master file)
- $42,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2024 | $42,796 | $156,288 | $873,345 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $62,188 | $190,226 | $945,926 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4604858).
Questions about UCB CHARITABLE FOUNDATION
- What is the EIN of UCB CHARITABLE FOUNDATION?
- The employer identification number (EIN) of UCB CHARITABLE FOUNDATION is 20-4604858.
- Is UCB CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to UCB CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UCB CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UCB CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UCB CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2024.
- Who are the officers and directors of UCB CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 20, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does UCB CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 20, 2024 it reported revenue of $42,796, expenses of $156,288 and total assets of $873,345 at year end.
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