2022-11-10T10:31:16-05:00 2021-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2021-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2022-11-09 true MAGGI SPARTZ 999009999 THOMAS A ROBERTS P00997867 7652847554 2022-11-09 2021 2022-09-23 18:48:47Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 13403339 false X WWW.UFLC.NET X 1991 IN 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. 18 18 7 0 3200887 4748328 514812 622182 810731 2089854 34766 38503 4561196 7498867 1595659 1401843 0 445064 448593 0 241932 915850 1183032 2956573 3033468 1604623 4465399 38201358 47494280 2278506 2429294 35922852 45064986 X 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. false false 820985 170383 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1401843 1401843 418983 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. 174159 32816 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. 2396987 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 13 0 true 7 true false false false false false true true false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false IN X X MARGARET SPARTZ 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 JON GILMORE CHAIR 2.00 X X 0 0 0 EDWARD VOLK VICE CHAIR 2.00 X X 0 0 0 DR VIDYA KORA SECRETARY 2.00 X X 0 0 0 MARTI SWANSON TREASURER 2.00 X X 0 0 0 ELIZABETH BERNEL AT-LARGE 2.00 X X 0 0 0 MICHAEL BRENNAN AT-LARGE 2.00 X X 0 0 0 PAUL APPLEGATE DIRECTOR 2.00 X 0 0 0 DIANA KABELIN CORLEY DIRECTOR 2.00 X 0 0 0 ANGELA NELSON DEUITCH DIRECTOR 2.00 X 0 0 0 DR BARBARA EASON-WATKINS DIRECTOR 2.00 X 0 0 0 LAURA FRANCESCONI DIRECTOR 2.00 X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 X 0 0 0 STEPHANIE OBERLIE DIRECTOR 2.00 X 0 0 0 DALE PARKISON DIRECTOR 2.00 X 0 0 0 RONALD RAGAINS DIRECTOR 2.00 X 0 0 0 SCOTT RICE DIRECTOR 2.00 X 0 0 0 KIM SAUERS DIRECTOR 2.00 X 0 0 0 SETH SPENCER DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 50.00 X 122683 0 0 122683 1 false false false MASON INVESTMENT ADVIOSRY SERVICES INC 11921 FREEDOM DR STE 1000 RESTON VA 20190 ADVISORY 120463 1 4748328 3051358 4748328 ADMINISTRATIVE FEE REVENUE 900099 572854 572854 RENTAL 49328 49328 622182 1402962 1402962 6591364 5904472 686892 686892 686892 SPECIAL EVENTS 22925 22925 PROJECT FEES 15578 15578 38503 7498867 1259746 1490793 1063789 1063789 338054 338054 122683 41712 36805 44166 235981 80234 70794 84953 63993 21758 19198 23037 25936 8818 7781 9337 572674 572674 46136 4614 41522 153873 153873 18887 18887 27909 9488 8375 10046 53983 18354 16195 19434 30291 10300 9086 10905 4206 421 2103 1682 20803 7073 6241 7489 53319 18128 15996 19195 13762 4679 4129 4954 PROGRAM EXPENSES 174159 174159 SPECIAL EVENTS 7386 2511 2216 2659 DONOR DEVELOPMENT 3029 3029 DUES AND SUBSCRIPTIONS 2615 1334 235 1046 3033468 2396987 394549 241932 2990802 1428088 689678 278343 464654 411335 34533955 45370333 211947 284524 38201358 47494280 31394 49628 160450 132525 2086662 2247141 2278506 2429294 X 1897045 2875651 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12021248 4778720 66348 84036 4929104 7092144 153873 252850 406723 7498867 2879114 66348 66348 2812766 153873 66829 220702 3033468 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 true ACACIA FRATERNITY FOUNDATION 12721 MEETING HOUSE ROAD CARMEL IN 46032 351778332 501C3 10000 FRATERNAL ORDERS BETHEL PRESBYTERIAN CHURCH PO BOX 155 UNION MILLS IN 46382 10612 RELIGION BOYS AND GIRLS CLUB LAPORTE COUNTY 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 49352 YOUTH DEVELOPMENT CATHOLIC CHARITIES 940 BROADWAY GARY IN 46402 351122204 501C3 7863 RELIGION CENTER TOWNSHIPTRUSTEE LA PORTE COUNTY 1108 W STATE ROAD 2 LA PORTE IN 46350 356003157 GOV 16000 HOUSING AND SHELTER CITIZENS CONCERNED FOR THE HOMELESS INC PO BOX 8612 MICHIGAN CITY IN 463618612 351842668 501C3 9000 OPERATIONS/PROGRAMS CITY OF LA PORTE 801 MICHIGAN AVE LA PORTE IN 46350 GOV 12376 RECREATION CONGREGATION B'NE ZION CEMETARY 128 VALENTINE MICHIGAN CITY IN 46360 356017846 501C3 5005 RELIGION COOLSPRING TOWNSHIP TRUSTEE 1411 S WOODLAND AVE PO BOX 9264 MICHIGAN CITY IN 46360 GOV 10000 HOUSING AND SHELTER DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 010414384 501C3 10000 ENVIRONMENTAL DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 31170 HUMAN SERVICES FIRST CHRISTIAN CHURCH DISCIPLES OF CHRIST 610 MAPLE AVE LAPORTE IN 46350 6486 RELIGION FIRST UNITED METHODIST CHURCH 121 E 7TH ST MICHIGAN CITY IN 46360 8050 DISASTER RELIEF FIRST UNITED METHODIST CHURCH OF LA PORTE 1225 MICHIGAN AVE LA PORTE IN 46350 12562 RELIGION FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 11160 HEALTH FRANCISCAN HEALTH MICHIGAN CITY 3500 FRANCISCAN WAY MICHIGAN CITY IN 46360 351955283 501C3 6462 HEALTH FRIENDSHIP BOTANIC GARDENS PO BOX 8834 MICHIGAN CITY IN 46361 356044071 501C3 5379 ENVIRONMENTAL HOLY FAMILY PARISH SACRED HEART CATHOLIC CHURCH 201 BACH STREET LA PORTE IN 46350 19049 RELIGION HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 15000 HOUSING AND SHELTER HUMANE SOCIETY OF LAPORTE & BERRIEN COUNTIES INC 722 IN HWY 212 MICHIGAN CITY IN 46360 356031959 501C3 8882 ANIMAL RELATED IMAGINATION STATION 1200 E COOLSPRING AVE MICHIGAN CITY IN 46360 351872978 501C3 5732 YOUTH DEVELOPMENT INDEPENDENT CAT SOCIETY 4061 S COUNTY LINE RD WESTVILLE IN 46391 310902953 501C3 6351 ANIMAL RELATED INTERFAITH COMMUNITY PADS INC PO BOX 38 PORTAGE IN 46368 820630000 501C3 7540 PROGRAM SUPPORT JACK AND SHIRLEY LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 21849 ARTS AND CULTURE LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 37211 EDUCATION LAPORTE PARK FOUNDATION 250 PINE LAKE AVE LA PORTE IN 46350 351804673 501C3 7918 RECREATION AND SPORT LA PORTE COUNTY FAMILY YMCA MICHIGAN CITY 1203 SPRING ST DOOR K MICHIGAN CITY IN 46360 350886851 501C3 15487 YOUTH DEVELOPMENT LA PORTE COUNTY PARKS FOUNDATION PO BOX 419 MICHIGAN CITY IN 46360 311120719 501C3 14743 ENVIRONMENTAL LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 832674324 501C3 50319 ANIMAL RELATED LA PORTE COUNTY SOIL & WATER CONSERVATION DISTRICT 2857 W SR 2 STE B LA PORTE IN 46350 GOV 5662 ENVIRONMENTAL LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 11647 ARTS AND CULTURE LACROSSE PUBLIC LIBRARY PO BOX 300 LACROSSE IN 46348 GOV 8113 EDUCATIONAL LAKE HILLS STEM MAGNET SCHOOL 201 FERGUSON RD MICHIGAN CITY IN 46360 201030236 GOV 8300 EDUCATION LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 19988 YOUTH DEVELOPMENT LEGACY FOUNDATION OF LAKE COUNTY 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 351872803 501C3 10000 COMMUNITY DEV LPHS ENGINEERING 602 F ST LA PORTE IN 46350 356006839 GOV 6000 EDUCATION MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 7600 EDUCATION MICHIGAN CITY LIONS CHARITIES PO BOX 9614 MICHIGAN CITY IN 46361 134221433 501C3 10718 HUMAN SERVICE MICHIGAN CITY MUNICIPAL BAND 616 THURMAN AVE MICHIGAN CITY IN 46360 300144458 501C3 20430 ARTS AND CULTURE MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 5433 LITERACY MICHIGAN TOWNSHIP TRUSTEE 2601 E MICHIGAN BLVD MICHIGAN CITY IN 46360 GOV 10000 HOUSING AND SHELTER NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 22325 HEALTH NOTRE DAME SCHOOL FOUNDATION PO BOX 8731 MICHIGAN CITY IN 46361 351647021 501C3 8270 EDUCATIONAL PRESBYTERIAN CHURCH OF LA PORTE 307 KINGSBURY AVE LA PORTE IN 46350 5270 RELIGION PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 13000 SCHOLARSHIP PURDUE NORTHWEST SINAI FORUM 1401 S US HWY 421 WESTVILLE IN 46391 352013732 501C3 6000 PUBLIC AFFAIRS REBEL PAVILION INC 7833 N FAIL ROAD LA PORTE IN 46350 812496391 501C3 5563 ANIMAL RELATED SACRED HEART CATHOLIC CHURCH 201 BACH STREET LA PORTE IN 46350 5500 RELIGION SAINT MARY'S COLLEGE 110 LE MANS HALL NOTRE DAME IN 46556 237123955 501C3 14147 SCHOLARSHIP SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 501C3 11988 HUMAN SERVICE SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 7208 MENTAL HEALTH SHIRLEY HEINZE LAND TRUST 109 W 700 N VALPARAISO IN 46386 352153969 501C3 21117 ENVIRONMENTAL SOCIAL AND LEARNING INSTITUTE INC 201E GARFIELD ST MUICHIGAN CITY IN 46360 351403244 501C3 6601 HUMAN SERVICE ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 501C3 14008 RELIGION STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 8019 FOOD ASST/OPERATIONS THE SALVATION ARMY OF MICHIGAN CITY 1201 FRANKLIN ST MICHIGAN CITY IN 46360 362167910 501C3 15750 FOOD AND NUTRITION UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 23340 HUMAN SERVICE VIBRANT COMMUNITIES 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 351658674 501C3 25000 COMMUNITY ACTION WASHINGTON PARK ZOO 115 LAKESHORE DR MICHIGAN CITY IN 46360 356001108 501C3 8245 ANIMAL RELATED YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 20660 HUMAN SERVICE 53 7 SCHOLARSHIPS 228 338054 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X 9 3051358 AVG HIGH/LOW DATE OF GIFT false true false 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