UNITY FOUNDATION OF LAPORTE COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITY FOUNDATION OF LAPORTE COUNTY INC (EIN 35-1658674)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349302514
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:31:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351658674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITY FOUNDATION OF LA PORTE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2198790327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGI SPARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2198790327 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAGGI | PersonFirstNm |
| Person Last | SPARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGI SPARTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,403,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UFLC.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,200,887 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,748,328 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $514,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $622,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | $810,731 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,089,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,766 | PYOtherRevenueAmt |
| CY Other Revenue | $38,503 | CYOtherRevenueAmt |
| PY Total Revenue | $4,561,196 | PYTotalRevenueAmt |
| CY Total Revenue | $7,498,867 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,595,659 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,401,843 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $445,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $448,593 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $241,932 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $915,850 | PYOtherExpensesAmt |
| CY Other Expenses | $1,183,032 | CYOtherExpensesAmt |
| PY Total Expenses | $2,956,573 | PYTotalExpensesAmt |
| CY Total Expenses | $3,033,468 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,604,623 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,465,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,201,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,494,280 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,278,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,429,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,922,852 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,064,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $820,985 | ExpenseAmt |
| Revenue | $170,383 | RevenueAmt |
| Desc | ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,401,843 | ExpenseAmt |
| Grant | $1,401,843 | GrantAmt |
| Revenue | $418,983 | RevenueAmt |
| Desc | GRANT MAKING: INVESTING GRANT FUNDS IN WORTHY NONPROFIT ORGANIZATIONS TO IMPROVE INDIVIDUAL AND COMMUNITY CONDITIONS, AND AWARDING SCHOLARSHIPS TO PROVIDE EDUCATIONAL AND VOCATIONAL OPPORTUNITIES TO AREA STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $174,159 | ExpenseAmt |
| Revenue | $32,816 | RevenueAmt |
| Desc | COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,396,987 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SPARTZ | PersonNm |
| Phone | 2198790327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JON GILMORE | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDWARD VOLK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR VIDYA KORA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTI SWANSON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH BERNEL | ||||||
| AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BRENNAN | ||||||
| AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL APPLEGATE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA KABELIN CORLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA NELSON DEUITCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR BARBARA EASON-WATKINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA FRANCESCONI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KAMINSKI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE OBERLIE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DALE PARKISON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD RAGAINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT RICE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM SAUERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SETH SPENCER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGI SPARTZ | ||||||
| PRESIDENT | 50.00 | Yes (X) | $122,683 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,683 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASON INVESTMENT ADVIOSRY SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11921 FREEDOM DR STE 1000 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADVISORY | ServicesDesc |
| Compensation | $120,463 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,748,328 | AllOtherContributionsAmt |
| Noncash Contributions | $3,051,358 | NoncashContributionsAmt |
| Total Contributions | $4,748,328 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEE REVENUE | 900099 | $572,854 | $572,854 | |
| RENTAL | $49,328 | $49,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $622,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,962 | TotalRevenueColumnAmt |
| Exclusion | $1,402,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,591,364 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,904,472 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $686,892 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $686,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $686,892 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| SPECIAL EVENTS | $22,925 | $22,925 |
| PROJECT FEES | $15,578 | $15,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,503 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,498,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,259,746 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,490,793 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,789 | TotalAmt |
| Program Services | $1,063,789 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,054 | TotalAmt |
| Program Services | $338,054 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,683 | TotalAmt |
| Program Services | $41,712 | ProgramServicesAmt |
| Management And General | $36,805 | ManagementAndGeneralAmt |
| Fundraising | $44,166 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,981 | TotalAmt |
| Program Services | $80,234 | ProgramServicesAmt |
| Management And General | $70,794 | ManagementAndGeneralAmt |
| Fundraising | $84,953 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,993 | TotalAmt |
| Program Services | $21,758 | ProgramServicesAmt |
| Management And General | $19,198 | ManagementAndGeneralAmt |
| Fundraising | $23,037 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,936 | TotalAmt |
| Program Services | $8,818 | ProgramServicesAmt |
| Management And General | $7,781 | ManagementAndGeneralAmt |
| Fundraising | $9,337 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,674 | TotalAmt |
| Program Services | $572,674 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,136 | TotalAmt |
| Program Services | $4,614 | ProgramServicesAmt |
| Management And General | $41,522 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,873 | TotalAmt |
| Management And General | $153,873 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,887 | TotalAmt |
| Program Services | $18,887 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,909 | TotalAmt |
| Program Services | $9,488 | ProgramServicesAmt |
| Management And General | $8,375 | ManagementAndGeneralAmt |
| Fundraising | $10,046 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,983 | TotalAmt |
| Program Services | $18,354 | ProgramServicesAmt |
| Management And General | $16,195 | ManagementAndGeneralAmt |
| Fundraising | $19,434 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,291 | TotalAmt |
| Program Services | $10,300 | ProgramServicesAmt |
| Management And General | $9,086 | ManagementAndGeneralAmt |
| Fundraising | $10,905 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,206 | TotalAmt |
| Program Services | $421 | ProgramServicesAmt |
| Management And General | $2,103 | ManagementAndGeneralAmt |
| Fundraising | $1,682 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,803 | TotalAmt |
| Program Services | $7,073 | ProgramServicesAmt |
| Management And General | $6,241 | ManagementAndGeneralAmt |
| Fundraising | $7,489 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,319 | TotalAmt |
| Program Services | $18,128 | ProgramServicesAmt |
| Management And General | $15,996 | ManagementAndGeneralAmt |
| Fundraising | $19,195 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,762 | TotalAmt |
| Program Services | $4,679 | ProgramServicesAmt |
| Management And General | $4,129 | ManagementAndGeneralAmt |
| Fundraising | $4,954 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $174,159 | $174,159 | ||
| SPECIAL EVENTS | $7,386 | $2,511 | $2,216 | $2,659 |
| DONOR DEVELOPMENT | $3,029 | $3,029 | ||
| DUES AND SUBSCRIPTIONS | $2,615 | $1,334 | $235 | $1,046 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,468 | TotalAmt |
| Program Services | $2,396,987 | ProgramServicesAmt |
| Management And General | $394,549 | ManagementAndGeneralAmt |
| Fundraising | $241,932 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,990,802 | BOYAmt |
| EOY | $1,428,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $689,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,343 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,654 | BOYAmt |
| EOY | $411,335 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,533,955 | BOYAmt |
| EOY | $45,370,333 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,947 | BOYAmt |
| EOY | $284,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,201,358 | BOYAmt |
| EOY | $47,494,280 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,394 | BOYAmt |
| EOY | $49,628 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,450 | BOYAmt |
| EOY | $132,525 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,662 | BOYAmt |
| EOY | $2,247,141 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,278,506 | BOYAmt |
| EOY | $2,429,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,897,045 | BOYAmt |
| EOY | $2,875,651 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,025,807 | BOYAmt |
| EOY | $42,189,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,922,852 | BOYAmt |
| EOY | $45,064,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,201,358 | BOYAmt |
| EOY | $47,494,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,465,399 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,778,720 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$101,985 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,316,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,965,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,200,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,748,328 | CurrentTaxYearAmt |
| Total | $12,381,589 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,316,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,965,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,200,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,748,328 | CurrentTaxYearAmt |
| Total | $12,381,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,841,046 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,540,543 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,094,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,607,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,100,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $674,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,452,290 | CurrentTaxYearAmt |
| Total | $5,927,938 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,503 | CurrentTaxYearAmt |
| Total | $284,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,594,141 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,291,201 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | PROJECT FEES 233,111 SPECIAL EVENTS 13,000 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 102 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,332,373 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $268,666 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,235,137 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,464,191 | BeginningYearBalanceAmt |
| Contributions | $3,245,082 | ContributionsAmt |
| Investment Earnings Or Losses | $6,880,132 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,303,679 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,173 | OtherExpendituresAmt |
| Administrative Expenses | $569,026 | AdministrativeExpensesAmt |
| End Year Balance | $43,713,527 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,498,381 | BeginningYearBalanceAmt |
| Contributions | $1,970,368 | ContributionsAmt |
| Investment Earnings Or Losses | $2,568,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $934,488 | GrantsOrScholarshipsAmt |
| Other Expenditures | $227,351 | OtherExpendituresAmt |
| Administrative Expenses | $411,583 | AdministrativeExpensesAmt |
| End Year Balance | $35,464,191 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,232,076 | BeginningYearBalanceAmt |
| Contributions | $1,510,547 | ContributionsAmt |
| Investment Earnings Or Losses | $4,391,662 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $954,163 | GrantsOrScholarshipsAmt |
| Other Expenditures | $246,547 | OtherExpendituresAmt |
| Administrative Expenses | $435,194 | AdministrativeExpensesAmt |
| End Year Balance | $32,498,381 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,485,408 | BeginningYearBalanceAmt |
| Contributions | $843,367 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,353,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $334,950 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $408,704 | AdministrativeExpensesAmt |
| End Year Balance | $28,232,076 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,081,097 | BeginningYearBalanceAmt |
| Contributions | $614,126 | ContributionsAmt |
| Investment Earnings Or Losses | $4,171,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $969,742 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,604 | OtherExpendituresAmt |
| Administrative Expenses | $394,997 | AdministrativeExpensesAmt |
| End Year Balance | $30,485,408 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,555 | DepreciationAmt |
| Book Value | $271,665 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,128 | DepreciationAmt |
| Book Value | $111,382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,660 | DepreciationAmt |
| Book Value | $28,288 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $411,335 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $1,546,832 |
| LINE OF CREDIT | $461,532 |
| CHARITABLE GIFT ANNUITY RESERVES | $238,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,247,141 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,021,248 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,778,720 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,348 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $84,036 | OtherRevenueAmt |
| Revenue Not Reported | $4,929,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,092,144 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,873 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $252,850 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $406,723 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,498,867 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,879,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,348 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,348 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,812,766 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,873 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $66,829 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $220,702 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,033,468 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR COMMUNITY SUPPORT. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2018, 2019, AND 2020 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 84,036 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY ENDOWMENT INCOME 252,850 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY ENDOWMENT FUND EXPENSES 66,829 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACACIA FRATERNITY FOUNDATION | |||||||||
| 12721 MEETING HOUSE ROAD | CARMEL | IN | 46032 | 351778332 | 501C3 | $10,000 | FRATERNAL ORDERS | ||
| BETHEL PRESBYTERIAN CHURCH | |||||||||
| PO BOX 155 | UNION MILLS | IN | 46382 | $10,612 | RELIGION | ||||
| BOYS AND GIRLS CLUB LAPORTE COUNTY | |||||||||
| 321 DETROIT ST | MICHIGAN CITY | IN | 46360 | 351992851 | 501C3 | $49,352 | YOUTH DEVELOPMENT | ||
| CATHOLIC CHARITIES | |||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501C3 | $7,863 | RELIGION | ||
| CENTER TOWNSHIPTRUSTEE LA PORTE | |||||||||
| 1108 W STATE ROAD 2 | LA PORTE | IN | 46350 | 356003157 | GOV | $16,000 | HOUSING AND SHELTER | COUNTY | |
| CITIZENS CONCERNED FOR THE HOMELESS | |||||||||
| PO BOX 8612 | MICHIGAN CITY | IN | 463618612 | 351842668 | 501C3 | $9,000 | OPERATIONS/PROGRAMS | INC | |
| CITY OF LA PORTE | |||||||||
| 801 MICHIGAN AVE | LA PORTE | IN | 46350 | GOV | $12,376 | RECREATION | |||
| CONGREGATION B'NE ZION CEMETARY | |||||||||
| 128 VALENTINE | MICHIGAN CITY | IN | 46360 | 356017846 | 501C3 | $5,005 | RELIGION | ||
| COOLSPRING TOWNSHIP TRUSTEE | |||||||||
| 1411 S WOODLAND AVE | MICHIGAN CITY | IN | 46360 | GOV | $10,000 | HOUSING AND SHELTER | PO BOX 9264 | ||
| DUCKS UNLIMITED INC | |||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | 010414384 | 501C3 | $10,000 | ENVIRONMENTAL | ||
| DUNEBROOK INC | |||||||||
| 7451 W JOHNSON RD | MICHIGAN CITY | IN | 46360 | 351781854 | 501C3 | $31,170 | HUMAN SERVICES | ||
| FIRST CHRISTIAN CHURCH DISCIPLES OF | |||||||||
| 610 MAPLE AVE | LAPORTE | IN | 46350 | $6,486 | RELIGION | CHRIST | |||
| FIRST UNITED METHODIST CHURCH | |||||||||
| 121 E 7TH ST | MICHIGAN CITY | IN | 46360 | $8,050 | DISASTER RELIEF | ||||
| FIRST UNITED METHODIST CHURCH OF | |||||||||
| 1225 MICHIGAN AVE | LA PORTE | IN | 46350 | $12,562 | RELIGION | LA PORTE | |||
| FRANCISCAN ALLIANCE FOUNDATION | |||||||||
| 2050 N MAIN ST SUITE A | CROWN POINT | IN | 46307 | 352074283 | 501C3 | $11,160 | HEALTH | ||
| FRANCISCAN HEALTH MICHIGAN CITY | |||||||||
| 3500 FRANCISCAN WAY | MICHIGAN CITY | IN | 46360 | 351955283 | 501C3 | $6,462 | HEALTH | ||
| FRIENDSHIP BOTANIC GARDENS | |||||||||
| PO BOX 8834 | MICHIGAN CITY | IN | 46361 | 356044071 | 501C3 | $5,379 | ENVIRONMENTAL | ||
| HOLY FAMILY PARISH | |||||||||
| 201 BACH STREET | LA PORTE | IN | 46350 | $19,049 | RELIGION | SACRED HEART CATHOLIC CHURCH | |||
| HOUSING OPPORTUNITIES | |||||||||
| 2001 CALUMET AVE STE 1 | VALPARAISO | IN | 463833173 | 351965214 | 501C3 | $15,000 | HOUSING AND SHELTER | ||
| HUMANE SOCIETY OF LAPORTE & BERRIEN | |||||||||
| 722 IN HWY 212 | MICHIGAN CITY | IN | 46360 | 356031959 | 501C3 | $8,882 | ANIMAL RELATED | COUNTIES INC | |
| IMAGINATION STATION | |||||||||
| 1200 E COOLSPRING AVE | MICHIGAN CITY | IN | 46360 | 351872978 | 501C3 | $5,732 | YOUTH DEVELOPMENT | ||
| INDEPENDENT CAT SOCIETY | |||||||||
| 4061 S COUNTY LINE RD | WESTVILLE | IN | 46391 | 310902953 | 501C3 | $6,351 | ANIMAL RELATED | ||
| INTERFAITH COMMUNITY PADS INC | |||||||||
| PO BOX 38 | PORTAGE | IN | 46368 | 820630000 | 501C3 | $7,540 | PROGRAM SUPPORT | ||
| JACK AND SHIRLEY LUBEZNIK CENTER | |||||||||
| 101 2ND ST | MICHIGAN CITY | IN | 46360 | 310922379 | 501C3 | $21,849 | ARTS AND CULTURE | FOR THE ARTS | |
| LA LUMIERE SCHOOL | |||||||||
| PO BOX 5005 | LA PORTE | IN | 463525005 | 351085350 | 501C3 | $37,211 | EDUCATION | ||
| LAPORTE PARK FOUNDATION | |||||||||
| 250 PINE LAKE AVE | LA PORTE | IN | 46350 | 351804673 | 501C3 | $7,918 | RECREATION AND SPORT | ||
| LA PORTE COUNTY FAMILY YMCA | |||||||||
| 1203 SPRING ST DOOR K | MICHIGAN CITY | IN | 46360 | 350886851 | 501C3 | $15,487 | YOUTH DEVELOPMENT | MICHIGAN CITY | |
| LA PORTE COUNTY PARKS FOUNDATION | |||||||||
| PO BOX 419 | MICHIGAN CITY | IN | 46360 | 311120719 | 501C3 | $14,743 | ENVIRONMENTAL | ||
| LA PORTE COUNTY SMALL ANIMAL | |||||||||
| 2855 W SR 2 | LA PORTE | IN | 46350 | 832674324 | 501C3 | $50,319 | ANIMAL RELATED | SHELTER | |
| LA PORTE COUNTY SOIL & WATER | |||||||||
| 2857 W SR 2 | LA PORTE | IN | 46350 | GOV | $5,662 | ENVIRONMENTAL | CONSERVATION DISTRICT | STE B | |
| LA PORTE COUNTY SYMPHONY ORCHESTRA | |||||||||
| PO BOX 563 | LA PORTE | IN | 46352 | 237378110 | 501C3 | $11,647 | ARTS AND CULTURE | ||
| LACROSSE PUBLIC LIBRARY | |||||||||
| PO BOX 300 | LACROSSE | IN | 46348 | GOV | $8,113 | EDUCATIONAL | |||
| LAKE HILLS STEM MAGNET SCHOOL | |||||||||
| 201 FERGUSON RD | MICHIGAN CITY | IN | 46360 | 201030236 | GOV | $8,300 | EDUCATION | ||
| LEADERSHIP LA PORTE COUNTY | |||||||||
| 809 WASHINGTON ST STE B | LA PORTE | IN | 46350 | 311111819 | 501C3 | $19,988 | YOUTH DEVELOPMENT | ||
| LEGACY FOUNDATION OF LAKE COUNTY | |||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | 351872803 | 501C3 | $10,000 | COMMUNITY DEV | STE 100 | |
| LPHS ENGINEERING | |||||||||
| 602 F ST | LA PORTE | IN | 46350 | 356006839 | GOV | $6,000 | EDUCATION | ||
| MICHIGAN CITY AREA SCHOOLS | |||||||||
| 408 S CARROLL AVE | MICHIGAN CITY | IN | 463605345 | 351100595 | GOV | $7,600 | EDUCATION | ||
| MICHIGAN CITY LIONS CHARITIES | |||||||||
| PO BOX 9614 | MICHIGAN CITY | IN | 46361 | 134221433 | 501C3 | $10,718 | HUMAN SERVICE | ||
| MICHIGAN CITY MUNICIPAL BAND | |||||||||
| 616 THURMAN AVE | MICHIGAN CITY | IN | 46360 | 300144458 | 501C3 | $20,430 | ARTS AND CULTURE | ||
| MICHIGAN CITY PUBLIC LIBRARY | |||||||||
| 100 E 4TH ST | MICHIGAN CITY | IN | 46360 | 356001872 | 501C3 | $5,433 | LITERACY | ||
| MICHIGAN TOWNSHIP TRUSTEE | |||||||||
| 2601 E MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | GOV | $10,000 | HOUSING AND SHELTER | |||
| NEW DAY FOUNDATION | |||||||||
| PO BOX 13 | LA PORTE | IN | 46352 | 351565818 | 501C3 | $22,325 | HEALTH | ||
| NOTRE DAME SCHOOL FOUNDATION | |||||||||
| PO BOX 8731 | MICHIGAN CITY | IN | 46361 | 351647021 | 501C3 | $8,270 | EDUCATIONAL | ||
| PRESBYTERIAN CHURCH OF LA PORTE | |||||||||
| 307 KINGSBURY AVE | LA PORTE | IN | 46350 | $5,270 | RELIGION | ||||
| PURDUE NORTHWEST | |||||||||
| 1401 S US HWY 421 | WESTVILLE | IN | 46391 | 356002041 | GOV | $13,000 | SCHOLARSHIP | ||
| PURDUE NORTHWEST SINAI FORUM | |||||||||
| 1401 S US HWY 421 | WESTVILLE | IN | 46391 | 352013732 | 501C3 | $6,000 | PUBLIC AFFAIRS | ||
| REBEL PAVILION INC | |||||||||
| 7833 N FAIL ROAD | LA PORTE | IN | 46350 | 812496391 | 501C3 | $5,563 | ANIMAL RELATED | ||
| SACRED HEART CATHOLIC CHURCH | |||||||||
| 201 BACH STREET | LA PORTE | IN | 46350 | $5,500 | RELIGION | ||||
| SAINT MARY'S COLLEGE | |||||||||
| 110 LE MANS HALL | NOTRE DAME | IN | 46556 | 237123955 | 501C3 | $14,147 | SCHOLARSHIP | ||
| SALVATION ARMY OF MICHIGAN CITY | |||||||||
| PO BOX 14 | MICHIGAN CITY | IN | 463610014 | 362167910 | 501C3 | $11,988 | HUMAN SERVICE | ||
| SAMARITAN COUNSELING CENTER INC | |||||||||
| PO BOX 9090 | MICHIGAN CITY | IN | 463619090 | 310978990 | 501C3 | $7,208 | MENTAL HEALTH | ||
| SHIRLEY HEINZE LAND TRUST | |||||||||
| 109 W 700 N | VALPARAISO | IN | 46386 | 352153969 | 501C3 | $21,117 | ENVIRONMENTAL | ||
| SOCIAL AND LEARNING INSTITUTE INC | |||||||||
| 201E GARFIELD ST | MUICHIGAN CITY | IN | 46360 | 351403244 | 501C3 | $6,601 | HUMAN SERVICE | ||
| ST JOHN'S UNITED CHURCH OF CHRIST | |||||||||
| 101 W ST JOHN RD | MICHIGAN CITY | IN | 46360 | 131957221 | 501C3 | $14,008 | RELIGION | ||
| STEPPING STONE SHELTER FOR WOMEN | |||||||||
| PO BOX 1045 | MICHIGAN CITY | IN | 46361 | 351801599 | 501C3 | $8,019 | FOOD ASST/OPERATIONS | ||
| THE SALVATION ARMY OF MICHIGAN CITY | |||||||||
| 1201 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | 362167910 | 501C3 | $15,750 | FOOD AND NUTRITION | ||
| UNITED WAY OF LA PORTE COUNTY | |||||||||
| 422 FRANKLIN ST STE D | MICHIGAN CITY | IN | 46360 | 350782893 | 501C3 | $23,340 | HUMAN SERVICE | ||
| VIBRANT COMMUNITIES | |||||||||
| 422 FRANKLIN ST SUITE C | MICHIGAN CITY | IN | 46360 | 351658674 | 501C3 | $25,000 | COMMUNITY ACTION | ||
| WASHINGTON PARK ZOO | |||||||||
| 115 LAKESHORE DR | MICHIGAN CITY | IN | 46360 | 356001108 | 501C3 | $8,245 | ANIMAL RELATED | ||
| YOUTH SERVICE BUREAU OF LA PORTE | |||||||||
| 906 MICHIGAN AVE | LA PORTE | IN | 46350 | 351376320 | 501C3 | $20,660 | HUMAN SERVICE | COUNTY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 53 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 228 | RecipientCnt |
| Cash Grant | $338,054 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION STRIVES TO EMPLOY THE HIGHEST STANDARDS OF GRANT MAKING, EMPLOYING FAIR AND UNBIASED CRITERIA, WHILE ADHERING TO THE PURPOSES OF EACH FUND. IN EVERY CASE, THE STAFF OF THE FOUNDATION SUPERVISES EACH GRANT REVIEW ENTITY TO ASSURE FAIRNESS AND OBJECTIVITY, WHILE RESPECTING THE CONTRIBUTIONS OF COMMITTED VOLUNTEERS. EVERY GRANT IS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,051,358 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | BEFORE FILING, AS SOON AS IT IS AVAILABLE, COPIES OF THE 990 ARE DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND IT IS THEN APPROVED AT THE NEXT BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EVERY YEAR ALL STAFF MEMBERS, DIRECTORS, AND COMMITTEE MEMBERS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF ANY CONFLICTS ARISE DURING THE YEAR, THEY ARE DISCUSSED AT REGULAR BOARD MEETINGS. IF A POTENTIAL ISSUE EXISTS, THE ISSUE IS RESOLVED WITH THE CONFLICTED MEMBER REMOVED FROM THE DISCUSSION AND SETTLEMENT OF THE ISSUE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION FOR THE PRESIDENT AND OTHER STAFF MEMBERS. DATA FROM THE INDIANA PHILANTHROPY ALLIANCE AND/OR THE COUNCIL ON FOUNDATIONS IS REVIEWED WHEN DETERMINING COMPENSATION. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE ABOVE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 84,036 AGENCY ENDOWMENT INCOME -252,850 AGENCY ENDOWMENT FUND EXPENSES 66,829 TOTAL -101,985 |
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