PORTER COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PORTER COUNTY COMMUNITY FOUNDATION INC (EIN 35-2000788)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-25
IRS object ID
202322379349300317
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-25T10:58:06-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1813 WEST SECOND STREETAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352000788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PORTER COUNTY COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPORTBusinessNameControlTxt
Phone2194650294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A HIGBIEPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2194650294PhoneNum
Signature2023-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastHIGBIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2023-07-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM A HIGBIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,095,917GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PCCF.GIVESWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO STRENGTHEN OUR COMMUNITY THROUGH LASTING GENEROSITY AND LEADERSHIPActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,119,488PYContributionsGrantsAmt
CY Contributions Grants$19,509,845CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,616,498PYInvestmentIncomeAmt
CY Investment Income$2,496,564CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue-$13,622CYOtherRevenueAmt
PY Total Revenue$5,735,986PYTotalRevenueAmt
CY Total Revenue$21,992,787CYTotalRevenueAmt
PY Grants And Similar Paid$3,284,195PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,540,085CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$565,754PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$730,151CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$494,136CYTotalFundraisingExpenseAmt
PY Other Expenses$663,173PYOtherExpensesAmt
CY Other Expenses$742,869CYOtherExpensesAmt
PY Total Expenses$4,513,122PYTotalExpensesAmt
CY Total Expenses$6,013,105CYTotalExpensesAmt
PY Revenues Less Expenses$1,222,864PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,979,682CYRevenuesLessExpensesAmt
Total Assets BOY$83,303,379TotalAssetsBOYAmt
Total Assets EOY$87,036,886TotalAssetsEOYAmt
Total Liabilities BOY$22,446,360TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,623,395TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,857,019NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,413,491NetAssetsOrFundBalancesEOYAmt
MissionTO STRENGTHEN OUR COMMUNITY THROUGH LASTING GENEROSITY AND LEADERSHIPMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,156,263ExpenseAmt
Grant$4,540,085GrantAmt
DescTHE ORGANIZATION DISBURSES GRANTS TO CHARITABLE ORGANIZATIONS FOR PROJECTS THAT PROMOTE THE COMMUNITY AND HELP MEET THE CHANGING NEEDS OF THE COMMUNITY. THE ORGANIZATION ALSO DISBURSES GRANTS TO PORTER COUNTY RESIDENTS IN ACCORDANCE WITH THE REQUESTS OF DONORS WHO ESTABLISH SCHOLARSHIP FUNDS.Desc
Total Program Service Expenses$5,156,263TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2194650294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREW ARNOLD
BOARD MEMBER2.00Yes (X)$0$0$0
CHERI BIRKY
BOARD MEMBER2.00Yes (X)$0$0$0
SARADHA DE JESUS
BOARD MEMBER2.00Yes (X)$0$0$0
JULIE ELISHA
BOARD MEMBER2.00Yes (X)$0$0$0
DAVID HOLLENBECK
BOARD MEMBER2.00Yes (X)$0$0$0
SCOTT HUFFORD
BOARD MEMBER2.00Yes (X)$0$0$0
JOE JASKOWIAK
BOARD MEMBER2.00Yes (X)$0$0$0
GEOFF LACIAK
BOARD MEMBER2.00Yes (X)$0$0$0
JEFFREY LEWIS
BOARD MEMBER2.00Yes (X)$0$0$0
MEGAN MARSHALL
BOARD MEMBER2.00Yes (X)$0$0$0
KENT MISHLER
BOARD MEMBER2.00Yes (X)$0$0$0
AMY PARKER
BOARD MEMBER2.00Yes (X)$0$0$0
DESILA ROSETTI
BOARD MEMBER2.00Yes (X)$0$0$0
JENNIFER SHIKANY
BOARD MEMBER2.00Yes (X)$0$0$0
JENNIFER VIDIMOS
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN WALSH
BOARD MEMBER2.00Yes (X)$0$0$0
CELINA WEATHERWAX
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL WENDAHL
BOARD MEMBER2.00Yes (X)$0$0$0
STEPHANIE JONES
CHAIR2.00Yes (X)$0$0$0Yes (X)
CAROL HALL
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
MATT VESSELY
SECRETARY2.00Yes (X)$0$0$0Yes (X)
TIM COLEMAN
TREASURER2.00Yes (X)$0$0$0Yes (X)
WILLIAM A HIGBIE
PRESIDENT/CEO40.00$144,215$0$19,694Yes (X)
BRENDA SHEETZ
VICE PRESIDENT40.00$115,215$0$18,404Yes (X)
MARY JANE EISENHAUER
EMPLOYEE40.00$114,417$0$2,013Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$373,847TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$40,111TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$22,850FundraisingAmt
All Other Contributions$19,486,995AllOtherContributionsAmt
Noncash Contributions$225,687NoncashContributionsAmt
Total Contributions$19,509,845TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,500,989TotalRevenueColumnAmt
Exclusion$2,500,989ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,085,083SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,089,508SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,425SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,425TotalRevenueColumnAmt
Exclusion-$4,425ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$22,850ContriRptFundraisingEventAmt
Fundraising Direct Expenses$13,622FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,622TotalRevenueColumnAmt
Exclusion-$13,622ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,992,787TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,482,942ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,380,985TotalAmt
Program Services$4,380,985ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$159,100TotalAmt
Program Services$159,100ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$297,528TotalAmt
Program Services$126,498ProgramServicesAmt
Management And General$74,271ManagementAndGeneralAmt
Fundraising$96,759FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$362,906TotalAmt
Program Services$154,294ProgramServicesAmt
Management And General$90,592ManagementAndGeneralAmt
Fundraising$118,020FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,158TotalAmt
Program Services$3,469ProgramServicesAmt
Management And General$2,036ManagementAndGeneralAmt
Fundraising$2,653FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,017TotalAmt
Program Services$6,384ProgramServicesAmt
Management And General$3,749ManagementAndGeneralAmt
Fundraising$4,884FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,542TotalAmt
Program Services$19,786ProgramServicesAmt
Management And General$11,619ManagementAndGeneralAmt
Fundraising$15,137FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,532TotalAmt
Management And General$2,532ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,050TotalAmt
Management And General$19,050ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$189,204TotalAmt
Program Services$189,204ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,039TotalAmt
Management And General$16,039ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,978TotalAmt
Fundraising$55,978FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$55,564TotalAmt
Program Services$15,339ProgramServicesAmt
Management And General$17,719ManagementAndGeneralAmt
Fundraising$22,506FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$98,039TotalAmt
Program Services$33,333ProgramServicesAmt
Management And General$32,353ManagementAndGeneralAmt
Fundraising$32,353FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$71,113TotalAmt
Program Services$24,177ProgramServicesAmt
Management And General$23,468ManagementAndGeneralAmt
Fundraising$23,468FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,163TotalAmt
Program Services$3,684ProgramServicesAmt
Management And General$3,756ManagementAndGeneralAmt
Fundraising$3,723FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$117,676TotalAmt
Program Services$40,010ProgramServicesAmt
Management And General$38,833ManagementAndGeneralAmt
Fundraising$38,833FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,468TotalAmt
Management And General$11,468ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EVENTS$72,826$72,826
DUES AND SUBSCRIPTIONS$17,491$6,996$10,495
MISCELLANEOUS EXPENSES$4,726$4,726

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,013,105TotalAmt
Program Services$5,156,263ProgramServicesAmt
Management And General$362,706ManagementAndGeneralAmt
Fundraising$494,136FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,961,663BOYAmt
EOY$6,536,782EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$290BOYAmt
EOY$290EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,945,459LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$880,464LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,178,889BOYAmt
EOY$2,064,995EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$74,875,799BOYAmt
EOY$77,458,517EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,286,738BOYAmt
EOY$976,302EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,303,379BOYAmt
EOY$87,036,886EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,000BOYAmt
EOY$7,489EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$597,900BOYAmt
EOY$580,830EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$21,688,526BOYAmt
EOY$22,898,954EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$147,934BOYAmt
EOY$136,122EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,446,360BOYAmt
EOY$23,623,395EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,640,936BOYAmt
EOY$5,095,333EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$55,216,083BOYAmt
EOY$58,318,158EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,857,019BOYAmt
EOY$63,413,491EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,303,379BOYAmt
EOY$87,036,886EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,979,682ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$12,085,661NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,337,549OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,907,235CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,662,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,025,249CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,119,488CurrentTaxYearMinus1YearAmt
Current Tax Year$19,509,845CurrentTaxYearAmt
Total$36,224,406TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,907,235CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,662,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,025,249CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,119,488CurrentTaxYearMinus1YearAmt
Current Tax Year$19,509,845CurrentTaxYearAmt
Total$36,224,406TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,805,452SubstantialContributorsTotAmt
Public Support Total170$20,418,954PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,017,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,889,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,360,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,562,930CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500,989CurrentTaxYearAmt
Total$10,331,165TotalAmt
FieldValueIRS element (for citing)
Total Support$46,555,571TotalSupportAmt
Public Support CY1700.43860PublicSupportCY170Pct
Public Support PY1700.59720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held68DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$304,861DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,650,300DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$4,516,507DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,199,960BeginningYearBalanceAmt
Contributions$17,760,937ContributionsAmt
Investment Earnings Or Losses-$8,965,611InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,185,374GrantsOrScholarshipsAmt
Administrative Expenses$168,277AdministrativeExpensesAmt
End Year Balance$75,641,635EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,949,125BeginningYearBalanceAmt
Contributions$1,788,190ContributionsAmt
Investment Earnings Or Losses$10,457,045InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,822,666GrantsOrScholarshipsAmt
Administrative Expenses$171,734AdministrativeExpensesAmt
End Year Balance$69,199,960EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,755,064BeginningYearBalanceAmt
Contributions$4,217,862ContributionsAmt
Investment Earnings Or Losses$5,625,914InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,019,994GrantsOrScholarshipsAmt
Administrative Expenses$629,721AdministrativeExpensesAmt
End Year Balance$58,949,125EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,265,174BeginningYearBalanceAmt
Contributions$3,076,392ContributionsAmt
Investment Earnings Or Losses$9,751,228InvestmentEarningsOrLossesAmt
Grants Or Scholarships$737,128GrantsOrScholarshipsAmt
Other Expenditures$308OtherExpendituresAmt
Administrative Expenses$600,294AdministrativeExpensesAmt
End Year Balance$50,755,064EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,846,105BeginningYearBalanceAmt
Contributions$2,422,244ContributionsAmt
Investment Earnings Or Losses-$14,802,240InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,127,401GrantsOrScholarshipsAmt
Administrative Expenses$73,534AdministrativeExpensesAmt
End Year Balance$39,265,174EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01900BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98100PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,640,472OtherCostOrOtherBasisAmt
Depreciation$611,365DepreciationAmt
Book Value$2,029,107BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$304,987OtherCostOrOtherBasisAmt
Depreciation$269,099DepreciationAmt
Book Value$35,888BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,064,995TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITIES PAYABLE$61,875
LIABILITY UNDER CHARITABLE REMAINDER TRUSTS$74,247
FieldValueIRS element (for citing)
Total Liability$136,122TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEE'S AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION.
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PORTAGE MAYORS BALLEvent1Nm
Gross Receipts Event1$22,850GrossReceiptsEvent1Amt
Charitable Contri Event1$22,850CharitableContriEvent1Amt
Other Direct Expenses Event1$13,622OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,850GrossReceiptsTotalAmt
Charitable Contributions Tot$22,850CharitableContributionsTotAmt
Oth Direct Expnss Total Events$13,622OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,622DirectExpenseSummaryEventsAmt
Net Income Summary-$13,622NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (82 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ART BARN SCHOOL OF ART
695 NORTH 400 EASTVALPARAISOIN46383351621560501(C)(3)$8,356$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA
3691 WILLOWCREEK ROAD SUITE 200PORTAGEIN46368351262439501(C)(3)$189,001$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CALL-A-RIDE
P O BOX 307HEBRONIN46341351932053501(C)(3)$6,291$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CATHOLIC CHARITIES OF THE DIOCESE OF GARY
940 BROADWAYGARYIN46402351122204501(C)(3)$6,832$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA
2300 173RD STREETHAMMONDIN46323351995603501(C)(3)$8,534$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CHESTERTON ART CENTER
115 SOUTH 4TH STREETCHESTERTONIN46304501(C)(3)$13,379$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CHRIST LUTHERAN CHURCH
2610 N CAMPBELL STREETVALPARAISOIN46385501(C)(3)$28,200$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CRISIS CENTER
101 N MONTGOMERY STREETGARYIN46403351324480501(C)(3)$7,774$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CRU
100 LAKE HART DRIVEORLANDOFL32832956006173501(C)(3)$52,465$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CITY OF VALPARAISO
166 LINCOLNWAYVALPARAISOIN46383501(C)(3)$13,800$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DENIA COMMUNITY CHURCH
1513 WILLOWWOOD STDENTONTX76205832906578501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DRESSED FOR SCHOOL
P O BOX 2381VALPARAISOIN46384833283909501(C)(3)$16,500$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DUNELAND FAMILY YMCA
215 ROOSEVELT STREETCHESTERTONIN46304351404559501(C)(3)$10,497$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
EXCEPTIONAL EQUESTRIANS UNLIMITED
P O BOX 53HOBARTIN46342501(C)(3)$6,024$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FAMILY HOUSE
610 E GLENDALE BLVDVALPARAISOIN46383351511473501(C)(3)$15,270$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FIRST PRESBYTERIAN CHURCH
3401 N VALPARAISO STREETVALPARAISOIN46383501(C)(3)$18,317$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FOOD BANK OF NORTHWEST INDIANA
6490 BROADWAYMERRILLVILLEIN46410351528285501(C)(3)$22,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HEALTHLINC
2401 VALLEY DRIVEVALPARAISOIN46383352147791501(C)(3)$73,396$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HEBRON VOLUNTEER FIRE DEPARTMENT
109 N WASHINGTON STREETHEBRONIN46341352140390501(C)(3)$6,070$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HILLTOP NEIGHBORHOOD HOUSE
460 SOUTH COLLEGE AVENUEVALPARAISOIN46383351971819501(C)(3)$82,403$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HOUSING OPPORTUNITIES
2001 CALUMET AVENUEVALPARAISOIN46383351965214501(C)(3)$11,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HUMANE INDIANA
8149 KENNEDY AVENUEHIGHLANDIN46322501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
IMMANUEL LUTHERAN CHURCH
1700 MONTICELLO PARK DRIVEVALPARAISOIN46383501(C)(3)$30,319$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
IMMANUEL LUTHERAN SCHOOL
1700 N MONTICELLO PARK DRIVEVALPARAISOIN46383501(C)(3)$19,073$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
INDEPENDENT CAT SOCIETY
P O BOX 735WESTVILLEIN46391310902953501(C)(3)$10,500$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
INDIANA DUNES ENVIRONMENTAL LEARNING CENTER
700 HOWE ROADCHESTERTONIN46304352031658501(C)(3)$13,740$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
IVY TECH FOUNDATION
50 W FALL CREEK PARKWAY NORTH DRIVEINDIANAPOLISIN46208237073977501(C)(3)$106,802$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KIDS ALIVE INTERNATIONAL
2555 NORTHWINDS PARKWAY SUITE 1300ALPHARETTAGA30009311140515501(C)(3)$9,256$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KIWANIS CLUB OF VALPARAISO
P O BOX 1661VALPARAISOIN46384501(C)(3)$10,750$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KOUTS PARK DEPARTMENT
P O BOX 693KOUTSIN46347501(C)(3)$42,800$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
LAKESHORE PAWS
4611 EVANS AVENUEVALPARAISOIN46383451658156501(C)(3)$5,200$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
LAKESHORE PUBLIC MEDIA
8625 INDIANA PLACEMERRILLVILLEIN46410501(C)(3)$6,150$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MAAC FOUNDATION INC
4203 MONTDALE PARK DRIVEVALPARAISOIN46383384008491501(C)(3)$1,409,971$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MEMORIAL OPERA HOUSE FOUNDATION
104 INDIANA AVENUEVALPARAISOIN46383351861719501(C)(3)$12,513$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MONDAYS DARK INC
5130 SOUTH FORT APACHELAS VEGASNV89148472217172501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MORAINE HOUSE
353 W LINCOLNWAYVALPARAISOIN46383351379793501(C)(3)$9,600$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MUSEUM OF SCIENCE AND INDUSTRY
5700 S LAKE SHORE DRIVECHICAGOIL60637362167797501(C)(3)$8,153$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
NORTH COAST CULTURAL ASSOCIATION
PO BOX 2281CHESTERTONIN46304351814461501(C)(3)$7,200$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
NORTHWEST INDIANA SYMPHONY ORCHESTRA
1040 RIDGE ROADMUNSTERIN46321351359750501(C)(3)$25,300$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
OPPORTUNITY ENTERPRISES
2801 EVANS AVENUEVALPARAISOIN46383351136833501(C)(3)$323,926$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
OUR GREATER GOOD
P O BOX 44VALPARAISOIN46384463013246501(C)(3)$39,124$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PANDEMIC PARENTING
1155 VALE PARK ROADVALPARAISOIN46385853929506501(C)(3)$12,550$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PARENTS AS TEACHERS OF PORTER COUNTY
100 W BEAM STREETPORTERIN46304300225120501(C)(3)$75,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PINES VILLAGE RETIREMENT COMMUNITIES
3303 PINES VILLAGE CIRCLEVALPARAISOIN46383311118091501(C)(3)$227,413$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PLANNED PARENTHOOD FEDERATION OF AMERICA
P O BOX 97166WASHINGTONDC20077204365831501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE HIGH SCHOOL DOLLARS FOR SCHOLARS
6450 U S HIGHWAY 6PORTAGEIN46368465020736501(C)(3)$25,668$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE TOWNSHIP LIVE ENTERTAINMENT ASSOCIATION
PO BOX 1111PORTAGEIN46368621433269501(C)(3)$6,380$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE TOWNSHIP YMCA
3100 WILLOWCREEK ROADPORTAGEIN46368351404478501(C)(3)$21,376$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY AGRICULTURAL SOCIETY
217 E DIVISION ROADVALPARAISOIN46383237309852501(C)(3)$10,464$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY MUSEUM FOUNDATION CORPORATION
153 S FRANKLIN STREETVALPARAISOIN46383272884194501(C)(3)$57,250$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY SAFE SCHOOLS COMMISSION
2755 INDIANA 49VALPARAISOIN46383813161282501(C)(3)$20,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER TOWNSHIP SCHOOL CORPORATION
248 SOUTH 500 WESTVALPARAISOIN46385311041164501(C)(3)$22,132$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER-STARKE SERVICES
601 WALL STREETVALPARAISOIN46383351330771501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PROJECT NEIGHBORS
454 S COLLEGE AVENUEVALPARAISOIN46383351768550501(C)(3)$79,616$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PURDUE UNIVERSITY NORTHWEST
LAWSHE HALL ROOM 130 GHAMMONDIN46323501(C)(3)$5,750$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
RAILROAD TWP SAN PIERRE ALUMNI
P O BOX 96SAN PIERREIN46374461120485501(C)(3)$9,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
ROTARY FOUNDATION
P O BOX 522VALPARAISOIN46384237051650501(C)(3)$15,500$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SALVATION ARMY OF PORTER COUNTY
799 CAPITOL ROADVALPARAISOIN46385135562351501(C)(3)$118,921$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SHIRLEY HEINZE LAND TRUST
109 WEST 700 NORTHVALPARAISOIN46385352153969501(C)(3)$58,518$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SOUTH SHORE PERFORMING ARTS CO
304 STANLEY STREETVALPARAISOIN46383202397350501(C)(3)$9,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
ST AGNES ADULT DAY SERVICE CENTER
1859 HARRISON BLVDVALPARAISOIN46385352016060501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
ST PAUL CATHOLIC SCHOOL
1755 W HARRISON STREETVALPARAISOIN46385501(C)(3)$7,650$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE ARTISTIC RECOVERY
320 S CALUMET ROADCHESTERTONIN46304814015424501(C)(3)$9,470$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE CARING PLACE
607 BULLSEYE LAKE ROADVALPARAISOIN46383310944075501(C)(3)$53,684$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE CONSERVATION FUND
1655 N FORT MYER DRIVE SUITE 1300ARLINGTONVA22209521388917501(C)(3)$6,250$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO
3801 N CAMPBELL STREETVALPARAISOIN46385208926696501(C)(3)$26,324$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TOWN OF OGDEN DUNES
115 HILLCREST ROADPORTAGEIN46368501(C)(3)$12,004$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TRADEWINDS REHABILITATION CENTER
3198 EAST 83RD PLACEMERRILLVILLEIN46410351139485501(C)(3)$71,769$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TRINITY LUTHERAN CHURCH
201 N WASHINGTON STREETVALPARAISOIN46383351120575501(C)(3)$12,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TRUE NORTH TRAINING STABLES
927 NORTH 150 WESTCHESTERTONIN46304471517748501(C)(3)$10,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
UNITED WAY OF NORTHWEST INDIANA
951 EASTPORT CENTRE DRIVEVALPARAISOIN46383356006484501(C)(3)$83,091$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
UNIVERSITY OF NOTRE DAME
OFFICE OF FINANCIAL AIDNOTRE DAMEIN46556501(C)(3)$5,085$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO COMMUNITY FESTIVALS AND EVENTS
150 W LINCOLNWAY SUITE 1006VALPARAISOIN46383351641452501(C)(3)$7,100$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO CREATIVE COUNCIL
P O BOX 2333VALPARAISOIN46384824642278501(C)(3)$12,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO FAMILY YMCA
1201 CUMBERLAND CROSSING DRIVEVALPARAISOIN46383350876401501(C)(3)$13,200$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO HIGH SCHOOL
2727 N CAMPBELLVALPARAISOIN46385356006494501(C)(3)$8,700$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO PARKS AND RECREATION FOUNDATION
3210 N CAMPBELL STREETVALPARAISOIN46385351756907501(C)(3)$109,146$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO UNIVERSITY
1700 CHAPEL DRIVEVALPARAISOIN46383350868125501(C)(3)$81,785$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VISITING NURSE ASSOCIATION FOUNDATION
501 MARQUETTE STREETVALPARAISOIN46383351655711501(C)(3)$86,200$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VISITING NURSE ASSOCIATION OF NORTHWEST INDIANA
501 MARQUETTE STREETVALPARAISOIN46383351174866501(C)(3)$21,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
WASHINGTON TOWNSHIP HIGH SCHOOL
381 EAST STATE ROAD 2VALPARAISOIN46383501(C)(3)$9,380$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
WORLDVIEW STUDIES CENTER INC
19 WELLINGTON OAKS CIRCLEDENTONTX76210274373211501(C)(3)$7,000$0TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FieldValueIRS element (for citing)
Total501c3 Org82Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient80RecipientCnt
Cash Grant$159,100CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT APPLICATIONS ARE ACCEPTED AND REVIEWED BY THE FOUNDATION TWICE EACH YEAR. THE GRANT COMMITTEE MEETS TO MAKE RECOMMENDATIONS TO THE BOARD ON THE GRANTS TO BE APPROVED. ONCE REVIEWED AND APPROVED BY THE BOARD, NOTIFICATION LETTERS AND GRANT AGREEMENTS ARE SENT TO EACH RECIPIENT. RECIPIENTS ARE REQUIRED TO SIGN THE GRANT AGREEMENT AND RETURN IT TO THE FOUNDATION. ANNUAL REPORTS ON THE USE OF THE FUNDS MUST BE FILED WITH THE FOUNDATION UNTIL ALL GRANT FUNDS ARE EXPENDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWILLIAM A HIGBIEPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$144,215BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,809DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$14,885NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$163,909TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$225,687NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationCONTRIBUTIONS OF STOCK ARE TRANSFERRED IMMEDIATELY TO STOCK BROKER AND SOLD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE BELOW ALL HAVE BUSINESS RELATIONSHIPS: ANDY ARNOLD AND CAROL HALL ANDY ARNOLD AND JENNY VIDIMOS MEGAN MARSHALL AND JENNY VIDIMOS JOHN WALSH AND KENT MISHLER CELINA WEATHERWAX AND KENT MISHLER JOE JASKOWIAK AND CAROL HALL DAVE HOLLENBECK AND CAROL HALL GEOFF LACIAK AND MATT VESSELY
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER AND REVIEWED BY THE AUDIT COMMITTEE AND AT THE BOARD OF DIRECTORS MEETING.
FORM 990, PART VI, SECTION B, LINE 12CA SUMMARY OF THE CONFLICTS LISTED BY EACH BOARD MEMBER IS DISTRIBUTED TO THE GOVERNANCE COMMITTEE FOR DISCUSSION.
FORM 990, PART VI, SECTION B, LINE 15AN ELECTRONIC SURVEY LINK IS PROVIDED TO EACH BOARD MEMBER TO EVALUATE THE PRESIDENT. RESULTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE. THEY REVIEW THE EVALUATION RESULTS, COMPARABLE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA PHILANTHROPY ALLIANCE TAKING INTO CONSIDERATION THE ASSET SIZE OF THE FOUNDATION AND OUR GEOGRAPHIC LOCATION. A RECOMMENDATION FROM THE COMMITTEE IS PRESENTED TO THE BOARD FOR APPROVAL. A WRITTEN POLICY HAS BEEN APPROVED BY THE BOARD. THE PRESIDENT COMPLETES AN EVALUATION ON EACH STAFF MEMBER. HE REVIEWS THE EVALUATION WITH THE STAFF MEMBER. THE PRESIDENT AND CHAIR REVIEW THE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA GRANTMAKERS ALLIANCE IN THE SAME MANNER AS THE REVIEW OF THE PRESIDENT'S SALARY.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE PUBLICIZED IN THE ANNUAL REPORT AND ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:SFAS 136 ADJUSTMENT -1,210,428. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -127,121.
FORM 990, PART XII, LINE 2CTHE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1EMPOWER PORTER COUNTY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd
FieldValueIRS element (for citing)
EIN461675448EIN
Primary ActivitiesUNITE THE COMMUNITY TO PREVENT AND REDUCE SUBSTANCE ABUSEPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Total Income-$11,000TotalIncomeAmt
End Of Year Assets$25,276EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PORTER COUNTY COMMUNITY FOUNDATION INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
THE DISCOVERY ALLIANCE
1401 CALUMET AVENUEVALPARAISOIN46383352112155SUPPORTING ORGANIZATIONIN501(C)(3)11 A (TYPE I)0
FIRST THINGS FIRST PORTER COUNTY INC
1401 CALUMET AVENUEVALPARAISOIN46383883301028SUPPORTED ORGANIZATIONIN501(C)(3)11 A (TYPE I)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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