PORTER COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PORTER COUNTY COMMUNITY FOUNDATION INC (EIN 35-2000788)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-03
IRS object ID
202101239349301045
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-03T14:17:16-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1813 WEST SECOND STREETAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352000788EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A HIGBIEPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2194650294PhoneNum
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastHIGBIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2021-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM A HIGBIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,218,189GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PCCF.GIVESWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionINSPIRING ENDURING GENEROSITY AND KINDNESS.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,662,589PYContributionsGrantsAmt
CY Contributions Grants$6,025,249CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,928,806PYInvestmentIncomeAmt
CY Investment Income$1,353,691CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,591,395PYTotalRevenueAmt
CY Total Revenue$7,378,940CYTotalRevenueAmt
PY Grants And Similar Paid$1,989,740PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,744,299CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$519,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$497,874CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$410,130CYTotalFundraisingExpenseAmt
PY Other Expenses$669,599PYOtherExpensesAmt
CY Other Expenses$579,946CYOtherExpensesAmt
PY Total Expenses$3,179,315PYTotalExpensesAmt
CY Total Expenses$3,822,119CYTotalExpensesAmt
PY Revenues Less Expenses$3,412,080PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,556,821CYRevenuesLessExpensesAmt
Total Assets BOY$62,918,414TotalAssetsBOYAmt
Total Assets EOY$71,838,230TotalAssetsEOYAmt
Total Liabilities BOY$14,619,021TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,433,314TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$48,299,393NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$52,404,916NetAssetsOrFundBalancesEOYAmt
MissionWE INSPIRE GIVING AND ENGAGE OUR COMMUNITY TO IMPROVE LIVES IN PORTER COUNTY NOW AND FOREVER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,104,121ExpenseAmt
Grant$2,744,299GrantAmt
DescTHE ORGANIZATION DISBURSES GRANTS TO CHARITABLE ORGANIZATIONS FOR PROJECTS THAT PROMOTE THE COMMUNITY AND HELP MEET THE CHANGING NEEDS OF THE COMMUNITY. THE ORGANIZATION ALSO DISBURSES GRANTS TO PORTER COUNTY RESIDENTS IN ACCORDANCE WITH THE REQUESTS OF DONORS WHO ESTABLISH SCHOLARSHIP FUNDS.Desc
Total Program Service Expenses$3,104,121TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN WALSH
CHAIR1.00Yes (X)Yes (X)$0$0$0
CAROL HALL
SECRETARY1.00Yes (X)Yes (X)$0$0$0
TIM COLEMAN
TREASUERER1.00Yes (X)Yes (X)$0$0$0
STEPHANIE JONES
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ANDREW ARNOLD
BOARD MEMBER1.00Yes (X)$0$0$0
CHERI BIRKY
BOARD MEMBER1.00Yes (X)$0$0$0
DEREK BRAGGS
BOARD MEMBER1.00Yes (X)$0$0$0
JULIE ELISHA
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID HOLLENBECK
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT HUFFORD
BOARD MEMBER1.00Yes (X)$0$0$0
JOE JASKOWIAK
BOARD MEMBER1.00Yes (X)$0$0$0
GEOFF LACIAK
BOARD MEMBER1.00Yes (X)$0$0$0
MEGAN MARSHALL
BOARD MEMBER1.00Yes (X)$0$0$0
KENT MISHLER
BOARD MEMBER1.00Yes (X)$0$0$0
RALPH NEFF
BOARD MEMBER1.00Yes (X)$0$0$0
DESILA ROSETTI
BOARD MEMBER1.00Yes (X)$0$0$0
JACKI STUTZMAN
BOARD MEMBER1.00Yes (X)$0$0$0
SPERO VALAVANIS
BOARD MEMBER1.00Yes (X)$0$0$0
MATT VESSELY
BOARD MEMBER1.00Yes (X)$0$0$0
JENNIFER VIDIMOS
BOARD MEMBER1.00Yes (X)$0$0$0
CELINA WEATHERWAX
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL WENDAHL
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM A HIGBIE
PRESIDENT/CEO40.00Yes (X)$131,470$0$14,820
BRENDA SHEETZ
VICE PRESIDENT40.00Yes (X)$104,300$0$17,074
FieldValueIRS element (for citing)
Total Reportable Comp From Org$235,770TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$31,894TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$50,000FederatedCampaignsAmt
Government Grants$74,600GovernmentGrantsAmt
All Other Contributions$5,900,649AllOtherContributionsAmt
Total Contributions$6,025,249TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,360,763TotalRevenueColumnAmt
Exclusion$1,360,763ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,832,177SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,839,249SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$7,072SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,072TotalRevenueColumnAmt
Exclusion-$7,072ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,378,940TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,353,691ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,630,499TotalAmt
Program Services$2,630,499ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$113,800TotalAmt
Program Services$113,800ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$267,664TotalAmt
Program Services$60,090ProgramServicesAmt
Management And General$80,040ManagementAndGeneralAmt
Fundraising$127,534FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$184,526TotalAmt
Program Services$41,426ProgramServicesAmt
Management And General$55,178ManagementAndGeneralAmt
Fundraising$87,922FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,945TotalAmt
Program Services$885ProgramServicesAmt
Management And General$1,180ManagementAndGeneralAmt
Fundraising$1,880FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,703TotalAmt
Program Services$2,403ProgramServicesAmt
Management And General$3,200ManagementAndGeneralAmt
Fundraising$5,100FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,036TotalAmt
Program Services$6,967ProgramServicesAmt
Management And General$9,281ManagementAndGeneralAmt
Fundraising$14,788FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,238TotalAmt
Management And General$2,238ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,150TotalAmt
Management And General$34,150ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$157,534TotalAmt
Program Services$157,534ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,000TotalAmt
Management And General$16,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,082TotalAmt
Fundraising$30,082FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54,855TotalAmt
Program Services$15,497ProgramServicesAmt
Management And General$17,632ManagementAndGeneralAmt
Fundraising$21,726FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,750TotalAmt
Program Services$12,494ProgramServicesAmt
Management And General$12,128ManagementAndGeneralAmt
Fundraising$12,128FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,805TotalAmt
Program Services$17,955ProgramServicesAmt
Management And General$17,425ManagementAndGeneralAmt
Fundraising$17,425FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,974TotalAmt
Program Services$1,312ProgramServicesAmt
Management And General$1,329ManagementAndGeneralAmt
Fundraising$1,333FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$127,233TotalAmt
Program Services$43,259ProgramServicesAmt
Management And General$41,987ManagementAndGeneralAmt
Fundraising$41,987FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,923TotalAmt
Management And General$8,923ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EVENTS$44,255$44,255
DUES AND SUBSCRIPTIONS$9,925$3,970$5,955
MISC$1,222$1,222

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,822,119TotalAmt
Program Services$3,104,121ProgramServicesAmt
Management And General$307,868ManagementAndGeneralAmt
Fundraising$410,130FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,825,548BOYAmt
EOY$4,176,705EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,289BOYAmt
EOY$10,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$290BOYAmt
EOY$290EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,936,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$644,260LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,404,646BOYAmt
EOY$2,292,723EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$54,591,735BOYAmt
EOY$64,205,164EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,077,906BOYAmt
EOY$1,153,348EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,918,414BOYAmt
EOY$71,838,230EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$155,170BOYAmt
EOY$261,048EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$14,273,753BOYAmt
EOY$19,028,928EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,098BOYAmt
EOY$143,338EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,619,021BOYAmt
EOY$19,433,314EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,946,462BOYAmt
EOY$5,130,751EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,352,931BOYAmt
EOY$47,274,165EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,299,393BOYAmt
EOY$52,404,916EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,918,414BOYAmt
EOY$71,838,230EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,556,821ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,182,300NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,633,598OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,993,466CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,964,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,907,235CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,662,589CurrentTaxYearMinus1YearAmt
Current Tax Year$6,025,249CurrentTaxYearAmt
Total$22,553,509TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,993,466CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,964,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,907,235CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,662,589CurrentTaxYearMinus1YearAmt
Current Tax Year$6,025,249CurrentTaxYearAmt
Total$22,553,509TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,543,649SubstantialContributorsTotAmt
Public Support Total170$19,009,860PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,277,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,694,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,017,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,889,358CurrentTaxYearMinus1YearAmt
Current Tax Year$1,360,763CurrentTaxYearAmt
Total$8,238,738TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$253,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,789CurrentTaxYearMinus3YearsAmt
Total$302,365TotalAmt
FieldValueIRS element (for citing)
Total Support$31,094,612TotalSupportAmt
Public Support CY1700.61140PublicSupportCY170Pct
Public Support PY1700.53460PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held72DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$526,398DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$589,438DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,356,745DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,846,105BeginningYearBalanceAmt
Contributions$2,422,244ContributionsAmt
Investment Earnings Or Losses-$14,802,240InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,127,401GrantsOrScholarshipsAmt
Administrative Expenses$73,534AdministrativeExpensesAmt
End Year Balance$39,265,174EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,967,102BeginningYearBalanceAmt
Contributions$5,696,314ContributionsAmt
Investment Earnings Or Losses$4,414,462InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,803,149GrantsOrScholarshipsAmt
Administrative Expenses$428,624AdministrativeExpensesAmt
End Year Balance$52,846,105EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,292,235BeginningYearBalanceAmt
Contributions$2,839,195ContributionsAmt
Investment Earnings Or Losses$4,276,975InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,518,095GrantsOrScholarshipsAmt
Other Expenditures$553,516OtherExpendituresAmt
Administrative Expenses$369,692AdministrativeExpensesAmt
End Year Balance$45,967,102EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02000BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.98000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,640,471OtherCostOrOtherBasisAmt
Depreciation$432,519DepreciationAmt
Book Value$2,207,952BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$296,512OtherCostOrOtherBasisAmt
Depreciation$211,741DepreciationAmt
Book Value$84,771BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,292,723TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITIES PAYABLE$65,559
LIABILITY UNDER CHARITABLE REMAINDER TRUSTS$77,779
FieldValueIRS element (for citing)
Total Liability$143,338TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEE'S AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION.
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (72 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MAAC FOUNDATION INC
4203 MONTDALE PARK DRIVEVALPARAISOIN46383384008491501(C)(3)$275,200GENERAL SUPPORT
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA
3691 WILLOWCREEK ROAD SUITE 200PORTAGEIN46368351262439501(C)(3)$270,977TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
OPPORTUNITY ENTERPRISES INC
2801 EVANS AVENUEVALPARAISOIN46383351136833501(C)(3)$129,443TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
IVY TECH COMMUNITY COLLEGE
3100 IVY TECH DRIVEVALPARAISOIN46383237073977501(C)(3)$107,094TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
UNITED WAY OF PORTER COUNTY INC
951 EASTPORT CENTRE DRIVEVALPARAISOIN46383356006484501(C)(3)$103,686TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
BOY SCOUTS OF AMERICA LASALLE COUNCIL #165
1340 SOUTH BEND AVENUESOUTH BENDIN46617356034215501(C)(3)$101,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HILLTOP NEIGHBORHOOD HOUSE
460 SOUTH COLLEGE AVENUEVALPARAISOIN46383351971819501(C)(3)$91,727TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY PUBLIC LIBRARY SYSTEM
103 JEFFERSON STREETVALPARAISOIN46383501(C)(3)$91,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VISITING NURSE ASSOCIATION FOUNDATION INC
501 MARQUETTE STREETVALPARAISOIN46383351655711501(C)(3)$72,133TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TRADEWINDS REHABILITATION CENTER INC
3198 EAST 83RD PLACEMERRILLVILLEIN46410351139485501(C)(3)$68,144TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HAROLD HAL KELLEY RESPITE FOUNDATION
1408 CHICAGO STREETVALPARAISOIN46383264398254501(C)(3)$59,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE CARING PLACE INC
607 BULLSEYE LAKE ROADVALPARAISOIN46383310944075501(C)(3)$54,837TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO UNIVERSITY
1700 CHAPEL DRIVEVALPARAISOIN46383350868125501(C)(3)$54,250TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
IMMANUEL LUTHERAN CHURCH
1700 MONTICELLO PARK DRIVEVALPARAISOIN46383501(C)(3)$46,886TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
ROTARY FOUNDATION VALPARAISO ROTARY CLUB
P O BOX 522VALPARAISOIN46384237051650501(C)(3)$43,100TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PINES VILLAGE RETIREMENT COMMUNITIES
3303 PINES VILLAGE CIRCLEVALPARAISOIN46383311118091501(C)(3)$42,623TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE TOWNSHIP YMCA
3100 WILLOWCREEK ROADPORTAGEIN46368351404478501(C)(3)$40,335TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO FAMILY YMCA
1201 CUMBERLAND CROSSING DRIVEVALPARAISOIN46383350876401501(C)(3)$35,650TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SHIRLEY HEINZE LAND TRUST INC
109 WEST 700 NORTHVALPARAISOIN46385352153969501(C)(3)$34,965TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HOUSING OPPORTUNITIES INC
2001 CALUMET AVENUEVALPARAISOIN46383351965214501(C)(3)$27,800TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PARENTS AS TEACHERS OF PORTER COUNTY INC
100 W BEAM STREETPORTERIN46304300225120501(C)(3)$25,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MENTAL HEALTH AMERICA OF NORTHWEST INDIANA
5311 HOHMAN AVENUEHAMMONDIN46320351014213501(C)(3)$24,767TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE HIGH SCHOOL DOLLARS FOR SCHOLARS
6450 U S HIGHWAY 6PORTAGEIN46368465020736501(C)(3)$24,537TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FOOD BANK OF NORTHWEST INDIANA
6490 BROADWAYMERRILLVILLEIN46410351528285501(C)(3)$23,300TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
OUR GREATER GOOD
P O BOX 44VALPARAISOIN46384463013246501(C)(3)$23,250TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO INDIANA
3801 N CAMPBELL STREETVALPARAISOIN46385208926696501(C)(3)$22,700TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SALVATION ARMY OF PORTER COUNTY
P O BOX 828PORTAGEIN46368135562351501(C)(3)$22,050TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CRU
100 LAKE HART DRIVEORLANDOFL32832956006173501(C)(3)$21,600TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DUNELAND FAMILY YMCA
215 ROOSEVELT STREETCHESTERTONIN46304351404559501(C)(3)$20,618TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY MUSEUM FOUNDATION CORPORATION
153 S FRANKLIN STREETVALPARAISOIN46383272884194501(C)(3)$20,250TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE ARTISTIC RECOVERY
320 S CALUMET ROADCHESTERTONIN46304814015424501(C)(3)$18,140TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FIRST PRESBYTERIAN CHURCH
3401 N VALPARAISO STREETVALPARAISOIN46383501(C)(3)$15,941TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DRESSED FOR SCHOOL INC
P O BOX 2381VALPARAISOIN46384833283909501(C)(3)$15,750TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY SAFE SCHOOLS COMMISSION
2755 INDIANA 49VALPARAISOIN46383813161282501(C)(3)$15,476TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VISITING NURSE ASSOCIATION OF NORTHWEST INDIANA
501 MARQUETTE STREETVALPARAISOIN46383351174866501(C)(3)$15,152TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE TOWNSHIP FOOD PANTRY
P O BOX 1582PORTAGEIN46368311153167501(C)(3)$15,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FRANCISCAN HEALTH FOUNDATION
2050 N MAIN STREET SUITE ACROWN POINTIN46307351955283501(C)(3)$15,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
NORTHSHORE HEALTH CENTERS
6050 STERLING CREEK ROADPORTAGEIN46368352028588501(C)(3)$12,801TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
INDIANA DUNES ENVIRONMENTAL LEARNING CENTER
700 HOWE ROADCHESTERTONIN46304352031658501(C)(3)$12,399TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
THE CHURCH OF THE REDEEMER
222 S PALM AVESARASOTAFL34236501(C)(3)$12,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CATHOLIC CHARITIES OF THE DIOCESE OF GARY IN
940 BROADWAYGARYIN46402351122204501(C)(3)$11,519TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
GLENRIDGE CHARITABLE FOUNDATION INC
7333 SCOTLAND WAYSARASOTAFL34238812990180501(C)(3)$11,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO COMMUNITY SCHOOLS
3801 N CAMPBELL STREETVALPARAISOIN46385501(C)(3)$10,800TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TOWN OF OGDEN DUNES
115 HILLCREST ROADPORTAGEIN46368501(C)(3)$10,526TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FAMILY HOUSE INC
P O BOX 2000VALPARAISOIN46384351511473501(C)(3)$10,482TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA INC
2300 173RD STREETHAMMONDIN46323351995603501(C)(3)$10,359TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE PARKS AND RECREATION DEPARTMENT
2100 WILLOWCREEK ROADPORTAGEIN46368501(C)(3)$10,060TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MORAINE HOUSE
353 W LINCOLNWAYVALPARAISOIN46383351379793501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HOME TEAM VALPO
P O BOX 504VALPARAISOIN46384844857728501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HEALTHLINC INC
2401 VALLEY DRIVEVALPARAISOIN46383352147791501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
TRUE NORTH TRAINING STABLES
927 NORTH 150 WESTCHESTERTONIN46304471517748501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
JACOB'S LADDER PEDIATRIC REHAB CENTER
1595 SOUTH CALUMET ROAD SUITE 1CHESTERTONIN46304352052681501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MEALS ON WHEELS OF NWI
8446 VIRGINIA STREETMERRILLVILLEIN46410311168281501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTAGE ECONOMIC DEVELOPMENT CORPORATION
6100 SOUTHPORT ROADPORTAGEIN46368311131825501(C)(3)$10,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
MEMORIAL OPERA HOUSE FOUNDATION
104 INDIANA AVENUEVALPARAISOIN46383351861719501(C)(3)$9,505TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO PARKS AND RECREATION FOUNDATION
3210 CAMPBELLVALPARAISOIN46383351756907501(C)(3)$9,380TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
REGIONAL PERFORMING ARTS COMPANY
2530 PORTAGE MALLPORTAGEIN46368813882056501(C)(3)$9,033TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
VALPARAISO COMMUNITY FESTIVALS AND EVENTS
150 W LINCOLNWAY SUITE 1006VALPARAISOIN46383351641452501(C)(3)$8,901TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
NORTHWEST INDIANA SYMPHONY ORCHESTRA
1040 RIDGE ROADMUNSTERIN46321351359750501(C)(3)$8,500TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KOUTS VOLUNTEER FIRE DEPARTMENT INC
P O BOX 325KOUTSIN46347356027278501(C)(3)$8,450TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER TOWNSHIP SCHOOL CORPORATION
248 SOUTH 500 WESTVALPARAISOIN46385311041164501(C)(3)$7,634TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KIDS ALIVE INTERNATIONAL INC
2507 CUMBERLAND DRIVEVALPARAISOIN46383311140515501(C)(3)$7,596TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
DENTON BIBLE CHURCH
2300 E UNIVERSITY DRIVEDENTONTX76209751607582501(C)(3)$7,500TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
STILLPOINT HOUSE OF PRAYER INC
1608 14TH STREET WESTBRADENTONFL34205650850895501(C)(3)$7,500TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
ST PAUL CATHOLIC SCHOOL
1755 W HARRISON STREETVALPARAISOIN46385501(C)(3)$7,035TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY AGRICULTURAL SOCIETY INC
237309852501(C)(3)$6,700TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
HANDS OF HOPE
511 OAK LEAF COURT UNIT CJOLIETIL60436260643414501(C)(3)$6,500TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
PORTER COUNTY PARKS AND RECREATION DEPARTMENT
155 INDIANA AVENUE SUITE 304VALPARAISOIN46383351602548501(C)(3)$6,315TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
KOUTS PARK DEPARTMENT
P O BOX 693KOUTSIN46347501(C)(3)$6,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
CALL-A-RIDE
P O BOX 307HEBRONIN46341351932053501(C)(3)$5,942TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
SINAI FORUM AT PURDUE NORTHWEST
1401 S US 421WESTVILLEIN46391356002041501(C)(3)$5,750TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
COLLEGECHOICE 529 DIRECT SAVINGS PLAN
P O BOX 219418KANSAS CITYMO64121501(C)(3)$5,700TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
FieldValueIRS element (for citing)
Total501c3 Org71Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient57RecipientCnt
Cash Grant$113,800CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE BELOW ALL HAVE BUSINESS RELATIONSHIPS: RALPH NEFF AND ANDY ARNOLD CAROL HALL AND SPERO VALAVANIS KENT MISHLER AND SPERO VALAVANIS CAROL HALL AND RALPH NEFF ANDY ARNOLD AND SPERO VALAVANIS ANDY ARNOLD AND CAROL HALL ANDY ARNOLD AND JENNY VIDIMOS MEGAN MARSHALL AND JENNY VIDIMOS JOHN WALSH AND KENT MISHLER RALPH NEFF AND TIM COLEMAN CELINA WEATHERWAX AND KENT MISHLER RALF NEFF AND SPERO VALAVANIS
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER AND REVIEWED BY THE AUDIT COMMITTEE AND AT THE BOARD OF DIRECTORS MEETING.
FORM 990, PART VI, SECTION B, LINE 12CA SUMMARY OF THE CONFLICTS LISTED BY EACH BOARD MEMBER IS DISTRIBUTED TO THE GOVERNANCE COMMITTEE FOR DISCUSSION.
FORM 990, PART VI, SECTION B, LINE 15AN ELECTRONIC SURVEY LINK IS PROVIDED TO EACH BOARD MEMBER TO EVALUATE THE PRESIDENT. RESULTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE. THEY REVIEW THE EVALUATION RESULTS, COMPARABLE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA PHILANTHROPY ALLIANCE TAKING INTO CONSIDERATION THE ASSET SIZE OF THE FOUNDATION AND OUR GEOGRAPHIC LOCATION. A RECOMMENDATION FROM THE COMMITTEE IS PRESENTED TO THE BOARD FOR APPROVAL. A WRITTEN POLICY HAS BEEN APPROVED BY THE BOARD. THE PRESIDENT COMPLETES AN EVALUATION ON EACH STAFF MEMBER. HE REVIEWS THE EVALUATION WITH THE STAFF MEMBER. THE PRESIDENT AND CHAIR REVIEW THE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA GRANTMAKERS ALLIANCE IN THE SAME MANNER AS THE REVIEW OF THE PRESIDENT'S SALARY.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE PUBLICIZED IN THE ANNUAL REPORT AND ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:SFAS 136 ADJUSTMENT -4,755,175. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 121,577.
FORM 990, PART XII, LINE 2CTHE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd
FieldValueIRS element (for citing)
EIN461675448EIN
Primary ActivitiesUNITE THE COMMUNITY TO PREVENT AND REDUCE SUBSTANCE ABUSEPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Total Income-$21,476TotalIncomeAmt
End Of Year Assets$37,276EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE DISCOVERY ALLIANCEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 CALUMET AVENUEAddressLine1Txt
CityVALPARAISOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46383ZIPCd
FieldValueIRS element (for citing)
EIN352112155EIN
Primary ActivitiesSUPPORTING ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11 A (TYPE I)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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