2021-11-15T12:27:53-06:00 2020-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2020-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2021-11-04 true MAGGI SPARTZ 999009999 THOMAS A ROBERTS P00997867 7652847554 2021-11-04 2020 2022-09-23 18:48:47Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 13863451 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. 15 15 7 130 0 1965766 3200887 528240 514812 1161045 810731 48973 34766 3704024 4561196 1583359 1595659 0 430266 445064 0 233403 1034080 915850 3047705 2956573 656319 1604623 35170170 38201358 2621496 2278506 32548674 35922852 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 648886 140980 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1595659 1595659 346679 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. 124978 27153 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. 2369523 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 6 0 true 7 true false false false false false true true false false false false false false X 15 15 true 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 THOMAS EDWARDS 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 DR BARBARA EASON-WATKINS DIRECTOR 2.00 X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 X 0 0 0 DR VIDYA KORA DIRECTOR 2.00 X 0 0 0 ANGELA NELSON DEUITCH 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 MAGGI SPARTZ PRESIDENT 50.00 X 114909 0 25742 114909 25742 1 false false false 3200887 92024 3200887 ADMINISTRATIVE FEE REVENUE 900099 424852 424852 RENTAL 89960 89960 514812 584403 584403 9528583 9302255 226328 226328 226328 SPECIAL EVENTS 21766 21766 PROJECT FEES 13000 13000 34766 4561196 424852 935457 1316484 1316484 279175 279175 114909 39069 34473 41367 231152 78592 69345 83215 72703 24719 21811 26173 26300 8942 7890 9468 424836 424836 29656 2966 26690 136108 136108 6743 6743 19699 6701 5904 7094 32133 10925 9640 11568 33532 11401 10060 12071 7800 780 3900 3120 22753 7736 6826 8191 53319 18128 15996 19195 12391 4213 3717 4461 PROGRAM EXPENSES 124978 124978 DONOR DEVELOPMENT 4735 4735 DUES AND SUBSCRIPTIONS 4110 2096 370 1644 SPECIAL EVENTS 3057 1039 917 1101 2956573 2369523 353647 233403 1393304 2990802 689678 225024 517973 464654 33039422 34533955 219471 211947 35170170 38201358 69103 31394 199283 160450 249331 2103779 2086662 2621496 2278506 X 1676136 1897045 30872538 34025807 32548674 35922852 35170170 38201358 X 1604623 1822069 -52514 X false true X true false X 3263941 1316850 1149758 1965766 3200887 10897202 3263941 1316850 1149758 1965766 3200887 10897202 2862257 8034945 691019 1094018 1607160 1100107 674363 5166667 33667 128233 34139 48973 34766 279778 16343647 1718347 0.49160 0.53540 X PART II, LINE 10 PROJECT FEES 266,778 SPECIAL EVENTS 13,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87 325571 179064 5060517 true true 32498381 1970368 2568964 934488 227351 411583 35464191 28232076 1510547 4391662 954163 246547 435194 32498381 30485408 843367 -2353045 334950 408704 28232076 27081097 614126 4171528 969742 16604 394997 30485408 22738156 3709510 2315310 1249088 95771 337020 27081097 0.03000 0.86000 0.11000 false false 362220 118183 244037 148510 48455 100055 178948 58386 120562 464654 AGENCY ENDOWMENTS 1360811 LINE OF CREDIT 502977 CHARITABLE GIFT ANNUITY RESERVES 222874 2086662 X 6171098 1822069 66348 -41185 1847232 4323866 136108 101222 237330 4561196 2796920 66348 66348 2730572 136108 89893 226001 2956573 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 2017, 2018, AND 2019 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 -41,185 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 101,222 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 89,893 true BETHANY EVANGELICAL LUTHERAN CHURCH 102 G STREET LAPORTE IN 46350 10000 COMMUNITY PROJECTS BOYS AND GIRLS CLUB OF MICHIGAN CITY INC 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 8654 OPERATING SUPPORT DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 010414384 501C3 10000 SPONSOR EVENT DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 12592 OPERATING SUPPORT FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 12000 CANCER CARE FRANCISCAN HEALTH MICHIGAN CITY 3500 FRANCISCAN WAY MICHIGAN CITY IN 46360 351955283 501C3 5108 OPERATING SUPPORT GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 809 WASHINGTON ST SUITE A LA PORTE IN 46350 352146258 501C3 160450 BUSINESS RETENTION HEALTHCARE FOUNDATION OF LA PORTE PO BOX 517 LA PORTE IN 46352 810882387 501C3 19756 OPERATING SUPPORT HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 65000 RAPID REHOUSING IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 7721 COVID RELIEF JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY INC 550 EAST WALLEN ROAD FORT WAYNE IN 46825 351458558 501C3 5320 OPERATING SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 33154 SCHOLARSHIP FUND LA PORTE COUNTY PUBLIC LIBRARY 904 INDIANA AVE LA PORTE IN 46350 356001770 GOV 222008 MOBILE CLASSROOM LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 832674324 501C3 107479 OPERATING SUPPORT LA PORTE FAMILY YMCA 901 MICHIGAN AVE LA PORTE IN 46350 350888651 501C3 10473 PROGRAMS/OPERATIONS LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 15830 PROGRAMS/OPERATIONS MICHIGAN CITY MUNICIPAL BAND 616 THURMAN AVE MICHIGAN CITY IN 46360 300144458 501C3 12900 MUSIC/OPERATIONS NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 24000 CANCER CARE NEW PRAIRIE UNITED SCHOOL CORP 5327 N COUGAR RD NEW CARLISLE IN 46552 351890672 GOV 12000 EQUIPMENT PURCHASES PALADIN 4315 E MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 5836 OPERATING SUPPORT PARENTS & FRIENDS INC PO BOX 1657 LA PORTE IN 463521657 310990625 501C3 13088 PROGRAMS/OPERATIONS PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 14000 SCHOLARSHIP PURDUE NORTHWEST SINAI FORUM 1401 S US HWY 421 WESTVILLE IN 46391 352013732 501C3 12357 FORUM/SPEAKERS SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 501C3 8326 PROGRAMS/OPERATIONS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 501C3 25000 OPERATIONS/EMER SERV SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 6008 OPERATING SUPPORT ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 501C3 14897 OPERATING SUPPORT UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 14001 PROGRAMS/OPERATIONS WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 27316 OPERATING SUPPORT YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 15522 PROGRAMS/OPERATIONS 29 1 SCHOLARSHIPS 260 279175 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 6 92024 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 2 JAMES KAMINSKI EDWARD VOLK PARTNER ATTORNEY BUSINESS RELATIONSHIP 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 GIFTS 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 -41,185 AGENCY ENDOWMENT INCOME -101,222 AGENCY ENDOWMENT FUND EXPENSES 89,893 TOTAL -52,514