HEALTHCARE FOUNDATION OF LA PORTE INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE FOUNDATION OF LA PORTE INC (EIN 81-0882387)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349104272
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T14:02:22-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464405607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEGATE & COMPANY PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 S WOODLAND AVE | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810882387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE FOUNDATION OF LA PORTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2193262471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FRUTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2193262471 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | FRUTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL E APPLEGATE CPA | PreparerPersonNm |
| PTIN | P00212518 | PTIN |
| Phone | 2198717880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $217,329,786 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $52,364 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $36,490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,194,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,194,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,331,907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,062,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,331,907 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,449,344 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,615,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,563,129 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,449,344 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $294,374 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $283,763 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $432,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $416,689 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,836 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,392 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,113 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $67,707 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $142,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $126,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,421 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $195,611 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $193,500 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,322 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $272,470 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $245,256 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $96,471 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $91,760 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,173,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $710,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $485,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,079,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $710,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,107,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,611,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,603,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,690,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $710,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,711,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $924,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,852,273 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,449,344 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,514,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,402,774 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,402,774 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $163,412 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $165,146 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $165,146 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $173,946,632 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,512,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $208,111,132 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $6,450,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $799,854 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,647,050 | LandBOYAmt |
| Land EOY | $5,650,734 | LandEOYAmt |
| Land EOYFMV | $5,650,734 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $188,272,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,731,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,329,786 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $518,079 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $214,438 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $6,104,948 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $5,920,066 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $70,371 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $93,283 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,693,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,227,787 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $171,560,104 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $181,670,085 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,018,542 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $833,259 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,578,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,503,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,272,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,731,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,578,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $924,698 | ExcessRevenueOverExpensesAmt |
| Subtotal | $182,503,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $182,503,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SECURITIES | P | 2023-01-01 | 2023-12-31 | $82,792,857 | $0 | $76,343,513 | $6,449,344 | $0 | $0 | $0 | $6,449,344 |
| LAND AND BUILDING | P | 2021-08-31 | 2023-04-14 | $270,000 | $0 | $387,437 | -$117,437 | $0 | $0 | $0 | -$117,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,331,907 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,449,344 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150,847 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $150,847 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $150,847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $274,271 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $274,271 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$274,271 | OriginalReturnOverpaymentAmt |
| Overpayment | $123,424 | OverpaymentAmt |
| Applied To ES Tax | $123,424 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://hflaporte.org/ | WebsiteAddressTxt |
| Individual With Books | MATT CROLL | IndividualWithBooksNm |
| Phone | 2193262471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT SIEFKER | ||||||||
| 402 OAK DRIVE | LA PORTE | IN | 46350 | CHAIR | 4.00 | $0 | $0 | $0 |
| MICHELE MAGNUSON | ||||||||
| 2908 N PALMER AVE | LA PORTE | IN | 46350 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| DALE PARKISON | ||||||||
| 1358 LAKESIDE STREET | LA PORTE | IN | 46350 | TREASURER | 2.00 | $0 | $0 | $0 |
| STEPHANIE OBERLIE | ||||||||
| 405 B LAKEFRONT DRIVE | BEVERLY SHORES | IN | 46301 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LINDA SATKOSKI | ||||||||
| 6166 W 1050 S | UNION MILLS | IN | 46382 | SECRETARY | 2.00 | $0 | $0 | $0 |
| GARY WHEELAND MD | ||||||||
| 3595 WINDSOR CT | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| FATHER NATE EDQUIST | ||||||||
| 109 C STREET | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HELENA HAMILTON | ||||||||
| 100 WHISPER DUNES DR | MICHIGAN CITY | IN | 46360 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JOAN MCCORMICK | ||||||||
| 2713 BELLE PLAINE TRAIL | LONG BEACH | IN | 46360 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LOU VOELKER | ||||||||
| 3500 S 350 W | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| PATRICIA LUCK | ||||||||
| 2983 W PALMER AVENUE | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA FRUTH | ||||||||
| 706 FOX ST | LA PORTE | IN | 46350 | CEO | 50.00 | $293,220 | $34,110 | $0 |
| JESSICA MACE | ||||||||
| 1115 N ROESKE TRL | MICHIGAN CITY | IN | 46360 | PROGRAM OFFICER | 40.00 | $126,099 | $32,888 | $0 |
| MARY WELLNITZ | ||||||||
| 2990 W PALMER AVE | LA PORTE | IN | 46350 | SPECIAL PROJECTS MGR | 24.00 | $87,349 | $3,494 | $0 |
| ERICA KANNEY | ||||||||
| 2503 SOUTH 75 WEST | LA PORTE | IN | 46350 | COMM. & EDUCATION MG | 40.00 | $88,115 | $5,174 | $0 |
| ELIZABETH SCHLUNDT | ||||||||
| 6623 W 1600 S | WANATAH | IN | 46390 | OFFICE MANAGER | 40.00 | $62,135 | $20,876 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOARDWALK CONSULTING LLC | |||||
| 2870 PEACHTREE RD NW 920 | ATLANTA | GA | 30305 | CONSULTING | $75,530 |
| VECTOR CFO | |||||
| 808 BURGESS HILL ROAD | NAPERVILLE | IL | 60565 | OUTSOURCED CFO/ ACCOUNTING | $126,000 |
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT SERVICES | $489,529 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| 5265 CAPITAL BLVD | RALEIGH | NC | 27616 | PROFESSIONAL SERVICES | $114,237 |
| NEWBY LEWIS KAMINSKI JONES LLP | |||||
| 916 LINCOLNWAY | LA PORTE | IN | 46350 | LEGAL SERVICES | $80,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PARTNERS IN PREVENTION SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $114,237 | Expenses1Amt |
| Description2 | INDOOR FACILITY - STRATEGIC INITIATIVE SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description2Txt |
| Expenses2 | $38,938 | Expenses2Amt |
| Description3 | HOUSING 46350 - STRATEGIC INITIATIVE SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description3Txt |
| Expenses3 | $16,775 | Expenses3Amt |
| Description4 | PARTNERS FOR HEALTHIER BABIES SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description4Txt |
| Expenses4 | $4,739 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,661,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,969,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,631,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $205,631,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,084,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,547,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,127,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,127,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150,847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150,847 | TotalTaxAmt |
| Distributable Before Adj | $9,976,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,976,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,976,512 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,711,452 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,711,452 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,976,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,611,262 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,711,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,611,262 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,876,322 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED GRANTMAKING POLICY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2193262471 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED "GRANTMAKING POLICY" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CYCLE 1 GRANT PROPOSALS ARE APPROVED IN MAY AND CYCLE 2 IN SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED "GRANTMAKING POLICY" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SUPPLEMENTARY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | INFORMATION | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $7,611,051 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,611,051 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $36,490 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $5,194,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $6,331,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,331,907 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,563,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,331,907 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,895,036 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME EARNED TO CARRY OUT MISSION AND VISION OF |
| 4 | PRIVATE FOUNDATION IN DISTRIBUTING GRANTS TO VARIOUS |
| 4 | COMMUNITY ORGANIZATIONS IN LA PORTE COUNTY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| SALES OF MARKETABLE SECURITIES | $82,792,857 | $76,343,513 | $6,449,344 | ||||
| PRANALIFE LLC | |||||||
| LAND AND BUILDING | $270,000 | $375,530 | -$117,437 | 2021-08 | 2023-04 | $11,907 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE, FIXTURES & EQUIPMENT | $581,192 | $318,355 | $262,837 |
| BUILDING | $5,494,196 | $481,499 | $5,012,697 |
| LAND | $375,200 | $0 | $375,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $52,853 | $66,577 | |
| INVESTMENT FEES | $710,856 | $710,856 | |
| OTHER ADMIN. EXP | $238,354 | $249,710 | |
| PROGRAM EXPENSES | $171,111 | $168,719 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| BOY Book Value | $70,371 | BOYBookValueAmt |
| EOY Book Value | $93,283 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $175,440 | $228,670 |
| PAYROLL TAXES | $45,882 | $43,800 |
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