HEALTHCARE FOUNDATION OF LA PORTE INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE FOUNDATION OF LA PORTE INC (EIN 81-0882387)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202201339349100215
- Schema version
- 2021v4.1
- 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
- Schedule B
- 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 | 2022-05-13T06:09:29-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-21 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $243,883,065 | 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 | $13,334,021 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,889,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,889,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,668,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,354,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,668,362 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,668,362 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $27,903,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,569,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,668,362 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,030 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $238,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $276,255 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $280,360 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,427 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,360 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $83,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $89,801 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $152,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $154,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,413 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $205,975 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $204,995 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,811 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $191,019 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $225,277 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $73,241 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $74,597 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,257,191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $667,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $583,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,786,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $667,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,915,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,524,889 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,525,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,311,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $667,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,440,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,591,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,901,467 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,668,362 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,535,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,279,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,279,130 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $18,251 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $75,474 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,474 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $163,525,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,602,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,717,395 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $7,129,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $318,047 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,280,446 | LandBOYAmt |
| Land EOY | $6,811,066 | LandEOYAmt |
| Land EOYFMV | $6,811,066 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $173,360,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,768,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $243,883,065 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $528,084 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $499,834 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $6,457,376 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $6,283,989 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $32,659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,458 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,018,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,834,281 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $156,811,837 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $175,958,432 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,530,663 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,975,887 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $166,342,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $185,934,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,360,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,768,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $166,342,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,591,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $185,934,319 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $185,934,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $42,354,299 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $31,685,937 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,668,362 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $10,668,362 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,668,362 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,668,362 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193,230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193,230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223,872 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $223,872 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$223,872 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $30,639 | OverpaymentAmt |
| Applied To ES Tax | $30,639 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN LANG | ||||||||
| 1589 W KAMA DR | LA PORTE | IN | 46350 | BOARD CHAIR | 4.00 | $0 | $0 | $0 |
| SCOTT SIEFKER | ||||||||
| 4200 W SCHULTZ ROAD | LA PORTE | IN | 46350 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| RICH SCHMITT | ||||||||
| 2417 BEECHWOOD DR | LA PORTE | IN | 46350 | TREASURER | 2.00 | $0 | $0 | $0 |
| MICHELE MAGNUSON | ||||||||
| 2908 N PALMER AVE | LA PORTE | IN | 46350 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JEFFREY BERNEL | ||||||||
| 50558 WOODBURY WAY | GRANGER | IN | 46530 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DANIEL KAMINSKI | ||||||||
| 1316 S REDBUD | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES LAUGHLIN | ||||||||
| 2811 LAKESHORE DR | MICHIGAN CITY | IN | 46360 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| GARY WHEELAND MD | ||||||||
| 3595 WINDSOR CT | LA PORTE | IN | 46350 | BOARD MEMBER | 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 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DRUMMOND OSBORN | ||||||||
| 1025 MADISON STREET | 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 |
| DALE PARKISON | ||||||||
| 1358 LAKESIDE STREET | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 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 | $245,586 | $29,123 | $0 |
| JESSICA MACE | ||||||||
| 3201 LAKESHORE DRIVE | MICHIGAN CITY | IN | 46360 | PROGRAM OFFICER | 40.00 | $113,197 | $31,430 | $0 |
| MARY WELLNITZ | ||||||||
| 2990 W PALMER AVE | LA PORTE | IN | 46350 | SPECIAL PROJECTS MGR | 24.00 | $81,627 | $3,258 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDUCATION DEVELOPMENT CENTER INC | |||||
| 43 FOUNDRY AVE | WALTHAM | MA | 02453 | TECHNICAL ASSISTANCE | $62,386 |
| VECTOR CFO | |||||
| 808 BURGESS HILL ROAD | NAPERVILLE | IL | 60565 | OUTSOURCED CFO/ ACCOUNTING | $136,414 |
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT SERVICES | $486,630 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| 5265 CAPITAL BLVD | RALEIGH | NC | 27616 | PROFESSIONAL SERVICES | $274,012 |
| 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 | $324,804 | Expenses1Amt |
| Description2 | TEN 2030 SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description2Txt |
| Expenses2 | $27,500 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $211,626,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,109,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $222,736,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $222,736,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,341,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $219,395,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,969,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,969,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193,230 | TotalTaxAmt |
| Distributable Before Adj | $10,776,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,776,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,776,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,440,999 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $6,224 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,447,223 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,776,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,494,479 | 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 | $7,447,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,494,479 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $952,744 | 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 | $9,823,780 | 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 | $5,524,889 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,524,889 | 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 | $10,912 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $3,889,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $10,668,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,668,362 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,569,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,668,362 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,237,398 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BARBARA M BACKER | ||||||
| 1 | 301 WILLOW BEND DRIVE | LA PORTE | IN | 46350 | $5,000 | Yes (X) |
| LA PORTE HOSPITAL AUXILIARY | ||||||
| 2 | PO BOX 250 | LA PORTE | IN | 463520250 | $14,000 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALES OF MARKETABLE SECURITIES | AssetDesc |
| Gross Sales Price | $42,354,299 | GrossSalesPriceAmt |
| Basis | $31,685,937 | BasisAmt |
| Total Net | $10,668,362 | TotalNetAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE, FIXTURES & EQUIPMENT | $508,657 | $118,302 | $390,355 |
| BUILDING | $5,794,996 | $199,745 | $5,595,251 |
| LAND | $825,460 | $0 | $825,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $67,736 | $82,890 | |
| INVESTMENT FEES | $667,569 | $667,569 | |
| OTHER ADMIN. EXP | $131,810 | $147,519 | |
| PROGRAM EXPENSES | $378,857 | $341,514 | |
| COLLECTION EXPENSE | $11,219 | $11,219 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| BOY Book Value | $32,659 | BOYBookValueAmt |
| EOY Book Value | $50,458 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $98,423 | $150,000 |
| PAYROLL TAXES | $41,228 | $40,859 |
| OTHER | $160 | $160 |