Civic Intelligence

Union Heritage Early Stage Fund

EIN 99-5144915 • 501(c)3 • Detroit, MI

Pub. 78 Eligible

Profile

The organization's mission is to encourage, promote, and support early-stage, high-growth companies and entrepreneurs who are developing solutions that serve historically underserved communities. The organization fosters economic growth by providing catalytic investment, as well as pre-investment and post-investment support.

2050 15th Street 3rd FloorDetroit, MI 48216-1879

www.unionheritage.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

1.06x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

$592,020

No earlier filing loaded for comparison.

Liabilities

$630,200

No earlier filing loaded for comparison.

Net Assets

-$38,180

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$38,180

No earlier filing loaded for comparison.

Net Income

-$38,180

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2024: $592,020Liabilities 2024: $630,200Net Assets 2024: -$38,1802024

Highlighted filing

2024

Assets$592,020
Liabilities$630,200
Net Assets-$38,180
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2024: $0Expenses 2024: $38,180Net Income 2024: -$38,1802024

Highlighted filing

2024

Revenue$0
Expenses$38,180
Net Income-$38,180
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,020
Liabilities
$630,200
Net assets
-$38,180
Revenue
$0
Expenses
$38,180
Net income
-$38,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$6.30$0.38$0.00$0.38$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

The organization's mission is to encourage, promote, and support early-stage, high-growth companies and entrepreneurs who are developing solutions that serve historically underserved communities. The organization fosters economic growth by providing catalytic investment, as well as pre-investment and post-investment support.

The union heritage early stage fund encourages, promotes, and supports early-stage companies and entrepreneurs. Most of the organization's activities and support are designed for historically underserved entrepreneurs building high-growth start-up companies. The primary activities of the organization include guidance, business training, and funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$292,020-
Investments Other Securities-$200,000-
Savings and Temporary Cash Investments-$100,000-
Loans From Officers Directors-$200-
Total Assets$0$592,020▲ $592,020
Liabilities
Mortgage Notes Payable Secured by Investment Property-$600,000-
Accounts Payable and Accrued Expenses-$18,000-
Other Liabilities$0$12,000▲ $12,000
Total Liabilities$0$630,200▲ $630,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$-38,180-
Total Net Assets Fund Balance$0$-38,180▼ $38,180
Total Liabilities and Net Assets / Fund Balance$0$592,020▲ $592,020

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$200,000--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Derek BattsPresident, C.e.o., and Treasurer
Sophia BushDirector
Nia BattsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-38,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$15,196-$15,196
Fees for Services Management-$12,000-$12,000
Fees for Services Legal-$8,180-$8,180
Insurance-$1,169-$1,169
Occupancy-$1,058-$1,058
All Other Expenses-$367-$367
Information Technology-$210-$210
Total Functional Expenses$0$38,180$0$38,180
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dawn BattsRelative of Two Org. Directors Is Member of Union Heritage Capital LLCReimbursed Union Heritage Capital LLC for a Portion of Time Spent and Expenses SharedNo$18,000
Derek BattsDirector of Organization Is Member of Union Heritage Capital LLCReimbursed Union Heritage Capital LLC for a Portion of Time Spent and Expenses SharedNo$18,000
Nia BattsDirector of Organization Is Member of Union Heritage Capital LLCReimbursed Union Heritage Capital LLC for a Portion of Time Spent and Expenses SharedNo$18,000
Dawn BattsRelative of Two Organization Directors Is Member of Pathing Ventures, LLCPaid Pathing Ventures, LLC for ServicesNo$12,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$200-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Pathing Ventures, LLC$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Derek batts and nia batts have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The completed form 990 is reviewed by the board of directors.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest disclosure forms are maintained on file and are updated annually and as needed.”

Form 990, Part VI, Section B, Line 15B

“Comparable data is obtained from other small funds as a basis for program manager contracts; the compensation paid is more than 25 percent lower than the average program manager at those funds.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Union Heritage Early Stage Fund
EIN
99-5144915
Phone
3133000207
Address
2050 15TH STREET 3RD FLOOR, DETROIT, MI 48216-1879

Signing Officer

Name
Derek Batts
Title
President and C.e.o.
Phone
3133000207
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derek Batts
Formed
2023
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
GJC CPA'S & ADVISORS
Address
1001 WOODWARD AVENUE SUITE 850, DETROIT, MI 48226-1904
Preparer
Michael R Nicholas
Phone
3139652655
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The organization provided marketing and branding support, as well as guidance, for start-up companies, and also made an investment in two companies. Under the michigan strategic fund loan program, the organization has received program-related investment capital in the form of a repayable loan. The proceeds of this loan will be used for the purpose of investing in high-growth, early-stage companies and corresponding administrative fees. All funds will be deployed and accounted for in accordance with the michigan strategic fund loan agreement, as well as applicable state and federal requirements.”

Form 990, Part IX, Line 11G

“Consulting: program service expenses 0. Management and general expenses 15,196. Fundraising expenses 0. Total expenses 15,196.”

Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/InitialReturnInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200000
IRS990/IRPDocumentCnt01
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IRS990/LoanOutstandingInd01
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO ENCOURAGE, PROMOTE, AND SUPPORT EARLY-STAGE, HIGH-GROWTH COMPANIES AND ENTREPRENEURS WHO ARE DEVELOPING SOLUTIONS THAT SERVE HISTORICALLY UNDERSERVED COMMUNITIES. THE ORGANIZATION FOSTERS ECONOMIC GROWTH BY PROVIDING CATALYTIC INVESTMENT, AS WELL AS PRE-INVESTMENT AND POST-INVESTMENT SUPPORT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ENTREPRENEUR SUPPORT AND CAPACITY BUILDING - THE ORGANIZATION OFFERED PRE-INVESTMENT SUPPORT TO PORTFOLIO COMPANIES, INCLUDING MARKETING, BRANDING, AND FUNDRAISING PLAN DISCUSSIONS. THESE ACTIVITIES STRENGTHENED THE STRATEGIC CAPACITY OF THE SUPPORTED COMPANIES, POSITIONING THEM FOR GROWTH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0ECOSYSTEM AND PIPELINE DEVELOPMENT - THE ORGANIZATION ACTIVELY WORKED TO DEVELOP A ROBUST ECOSYSTEM PIPELINE OF FOUNDERS BY PARTICIPATING IN ECOSYSTEM ENGAGEMENT ACTIVITIES, PROVIDING FEEDBACK TO ENTREPRENEURS, AND COLLABORATING WITH ECOSYSTEM SUPPORT ORGANIZATIONS. THESE EFFORTS WILL HELP IDENTIFY EARLY-STAGE ENTREPRENEURS, FOSTER COLLABORATION AMONG LOCAL STAKEHOLDERS, AND ENHANCE VISIBILITY OF INVESTMENT OPPORTUNITIES THAT ALIGN WITH THE ORGANIZATION'S MISSION.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RELATIVE OF TWO ORG. DIRECTORS IS MEMBER OF UNION HERITAGE CAPITAL LLC
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1REIMBURSED UNION HERITAGE CAPITAL LLC FOR A PORTION OF TIME SPENT AND EXPENSES SHARED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2REIMBURSED UNION HERITAGE CAPITAL LLC FOR A PORTION OF TIME SPENT AND EXPENSES SHARED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED MARKETING AND BRANDING SUPPORT, AS WELL AS GUIDANCE, FOR START-UP COMPANIES, AND ALSO MADE AN INVESTMENT IN TWO COMPANIES. UNDER THE MICHIGAN STRATEGIC FUND LOAN PROGRAM, THE ORGANIZATION HAS RECEIVED PROGRAM-RELATED INVESTMENT CAPITAL IN THE FORM OF A REPAYABLE LOAN. THE PROCEEDS OF THIS LOAN WILL BE USED FOR THE PURPOSE OF INVESTING IN HIGH-GROWTH, EARLY-STAGE COMPANIES AND CORRESPONDING ADMINISTRATIVE FEES. ALL FUNDS WILL BE DEPLOYED AND ACCOUNTED FOR IN ACCORDANCE WITH THE MICHIGAN STRATEGIC FUND LOAN AGREEMENT, AS WELL AS APPLICABLE STATE AND FEDERAL REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEREK BATTS AND NIA BATTS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST DISCLOSURE FORMS ARE MAINTAINED ON FILE AND ARE UPDATED ANNUALLY AND AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPARABLE DATA IS OBTAINED FROM OTHER SMALL FUNDS AS A BASIS FOR PROGRAM MANAGER CONTRACTS; THE COMPENSATION PAID IS MORE THAN 25 PERCENT LOWER THAN THE AVERAGE PROGRAM MANAGER AT THOSE FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,196. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,196.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0994659945
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PORTFOLIO MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PATHING VENTURES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02510 SOUTH TELEGRAPH ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BLOOMFIELD HILLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0483020241
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0851283046
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1882317557
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1INVESTMENT MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0UNION HERITAGE CAPITAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1UNION HERITAGE VENTURE CAPITAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt02050 15TH STREET 3RD FLOOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt12050 15TH STREET 3RD FLOOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1DETROIT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1MI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd0482161879
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd1482161879
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt018000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt112000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNION HERITAGE CAPITAL LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PATHING VENTURES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0592020
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0592020
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038180
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt038180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0630200
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0630200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-38180
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592020
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02050 15TH STREET 3RD FLOOR
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0482161879
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.UNIONHERITAGE.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK BATTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND C.E.O.
ReturnHeader/BusinessOfficerGrp/PhoneNum03133000207
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION HERITAGE EARLY STAGE FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0995144915
ReturnHeader/Filer/PhoneNum03133000207
ReturnHeader/Filer/USAddress/AddressLine1Txt02050 15TH STREET 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482161879
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382029668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GJC CPA'S & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 WOODWARD AVENUE SUITE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0482261904
ReturnHeader/PreparerPersonGrp/PhoneNum03139652655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R NICHOLAS
ReturnHeader/ReturnTs02025-11-17T11:36:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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