HEALTHCARE FOUNDATION OF LA PORTE INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE FOUNDATION OF LA PORTE INC (EIN 81-0882387)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349103420
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:18:58-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEGATE & COMPANY PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 S WOODLAND AVE | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810882387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE FOUNDATION OF LA PORTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2193262471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FRUTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2193262471 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL E APPLEGATE CPA | PreparerPersonNm |
| PTIN | P00212518 | PTIN |
| Phone | 2198717880 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.65.79.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:18:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7A6D14E2C220B8348E4B6CC2F716F1347F0C544 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 292308EEF23F59290344A78CEC19B8655E850488 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $187,160,915 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,265,870 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49,839 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,661,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,661,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,091,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,205 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $239,205 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $179,754 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,396,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,901,006 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $239,205 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $353,059 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $353,059 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,771 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $131,101 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,635 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,324 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,844 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $59,004 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $18,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,817 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $43,499 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $43,499 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,858 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $31,677 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,110 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $34,671 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $34,664 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,165,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $460,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $714,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,062,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $460,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,507,741 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,795,656 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,795,656 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,858,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $460,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,303,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$461,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,440,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $239,205 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,797,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,892,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,895,413 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $117,109 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,818 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,818 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $152,939,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,673,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $179,915,238 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $1,353,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,659 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,829 | LandBOYAmt |
| Land EOY | $1,322,446 | LandEOYAmt |
| Land EOYFMV | $1,322,446 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $157,875,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,916,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,160,915 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,022 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,372 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $6,500,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,854 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $73,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,576,226 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $148,368,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $148,009,569 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,433,814 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,330,427 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,801,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,339,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,875,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,916,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,801,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$461,997 | ExcessRevenueOverExpensesAmt |
| Subtotal | $157,339,996 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $157,339,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $22,091,219 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $21,852,014 | CostOrOtherBasisAmt |
| Gain Or Loss | $239,205 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $239,205 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,205 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $239,205 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $7,265,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $170,170,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,327,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $155,299,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,225,929 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,386,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.086976 | TotalDistributionRt |
| Average Distribution | 0.028992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $170,376,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,939,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,407 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,983,955 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,613,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $44,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,091 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $180,091 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$180,091 | OriginalReturnOverpaymentAmt |
| Overpayment | $135,684 | OverpaymentAmt |
| Applied To ES Tax | $135,684 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://hflaporte.org/ | WebsiteAddressTxt |
| Individual With Books | MATT CROLL | IndividualWithBooksNm |
| Phone | 2193262471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BERNEL | ||||||||
| 50558 WOODBURY WAY | GRANGER | IN | 46530 | BOARD CHAIR | 4.00 | $0 | $0 | $0 |
| JANE NELSON | ||||||||
| 4144 W SCHULTZ RD | LA PORTE | IN | 46350 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| RICH SCHMITT | ||||||||
| 2417 BEECHWOOD DR | LA PORTE | IN | 46350 | TREASURER | 2.00 | $0 | $0 | $0 |
| DRUMM OSBORN | ||||||||
| 1025 MADISON ST | LA PORTE | IN | 46350 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RORY BUNCE | ||||||||
| 374 N TIMBER RIDGE RD | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES CLARKE | ||||||||
| 1244 W LILL ST | CHICAGO | IL | 60614 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DANIEL KAMINSKI | ||||||||
| 2023 MICHIGAN AVE | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KATHLEEN LANG | ||||||||
| 1589 W KAMA DR | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES LAUGHLIN | ||||||||
| 2811 LAKESHORE DR | MICHIGAN CITY | IN | 46360 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| GARY WHEELAND MD | ||||||||
| 3595 WINDSOR CT | LA PORTE | IN | 46350 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA FRUTH | ||||||||
| 706 FOX ST | LA PORTE | IN | 46350 | CEO | 40.00 | $224,705 | $26,647 | $0 |
| ROBERT FRYER | ||||||||
| 3003 W PALMER AVE | LA PORTE | IN | 46350 | CFO | 32.00 | $128,354 | $25,008 | $0 |
| MARY WELLNITZ | ||||||||
| 2990 W PALMER AVE | LA PORTE | IN | 46350 | SPECIAL PROJECTS MGR | 24.00 | $78,439 | $3,138 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LARSON-DANIELSON CONSTRUCTION COMPANY INC | |||||
| 302 TYLER ST | LA PORTE | IN | 46350 | GENERAL CONTRACTOR SERVICES | $799,555 |
| EDUCATION DEVELOPMENT CENTER INC | |||||
| 43 FOUNDRY AVE | WALTHAM | MA | 02453 | PROFESSIONAL SERVICES | $126,368 |
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT SERVICES | $460,395 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| 5265 CAPITAL BLVD | RALEIGH | NC | 27616 | PROFESSIONAL SERVICES | $232,349 |
| SHIVE-HATTERY INC | |||||
| 57 FRANKLIN ST 201 | VALPARAISO | IN | 46383 | ARCHITECTURAL SERVICES | $206,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PARTNERS IN PREVENTION & PARTNERS FOR HEALTHIER BABIES SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $376,929 | Expenses1Amt |
| Description2 | NON-PROFIT LEADERSHIP ACADEMY SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description2Txt |
| Expenses2 | $67,385 | Expenses2Amt |
| Description3 | INTRODUCTION TO EFFECTIVE NON-PROFIT GOVERNANCE SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description3Txt |
| Expenses3 | $2,500 | Expenses3Amt |
| Description4 | TEN 2030 SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Description4Txt |
| Expenses4 | $27,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $167,420,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,549,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,970,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $172,970,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,594,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,376,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,518,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,518,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,407 | TotalTaxAmt |
| Distributable Before Adj | $8,474,406 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,474,406 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,474,406 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,303,397 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $1,309,728 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,613,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,407 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,568,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,474,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,071,471 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,613,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,071,471 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $541,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,932,752 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED GRANTMAKING POLICY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST SHORE PARKWAY | AddressLine1Txt |
| City | LA PORTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2193262471 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED "GRANTMAKING POLICY" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT CYCLE 1- FEBRUARY 21, 2020 & GRANT CYCLE 2- JULY 24, 2020 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED "GRANTMAKING POLICY" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SUPPLEMENTARY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | INFORMATION | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $5,795,656 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,795,656 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $4,661,801 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $239,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $239,205 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,901,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $239,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,140,211 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME EARNED TO CARRY OUT MISSION AND VISION OF |
| 4 | PRIVATE FOUNDATION IN DISTRIBUTING GRANTS TO VARIOUS |
| 4 | COMMUNITY ORGANIZATIONS IN LA PORTE AND THE SURROUNDING AREA. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| UNITY FOUNDATION | |||||||
| 1 | 422 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | $20,015 | Yes (X) | |
| BETTY TRICKLER | |||||||
| 2 | 2002 ANDREW AVE APT 124 | LA PORTE | IN | 46350 | $5,000 | Yes (X) | |
| CJ TRICKLER | |||||||
| 3 | 2002 ANDREW AVE APT 124 | LA PORTE | IN | 46350 | $5,000 | Yes (X) | |
| HORIZON BANK | |||||||
| 4 | 515 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | $6,000 | Yes (X) | |
| NEWBY LEWIS KAMINSKI & JONES LLP | |||||||
| 5 | PO BOX 1816 | LA PORTE | IN | 46352 | $6,000 | Yes (X) | |
| NORTHERN TRUST | |||||||
| 6 | 50 SOUTH LA SALLE STE B-2 | CHICAGO | IL | 60603 | $6,000 | Yes (X) | |
| QUBIT NETWORKS LLC | |||||||
| 7 | 103 POLK STREET | LA PORTE | IN | 46350 | $6,000 | Yes (X) | |
| INDIANA BREAST CANCER AWARENESS TRUST | |||||||
| 8 | PO BOX 8212 | EVANSVILLE | IN | 47716 | $8,000 | Yes (X) | |
| RALPH F HOWES | |||||||
| 9 | 3487 W WAVERLY ROAD | LA PORTE | IN | 46350 | $10,000 | Yes (X) | |
| THE CALEEL FOUNDATION | |||||||
| 10 | 2 NATOMA DRIVE | OAK BROOK | IL | 60523 | $10,000 | Yes (X) | |
| LA PORTE HOSPITAL AUXILIARY | |||||||
| 11 | PO BOX 250 | LA PORTE | IN | 46352 | $19,000 | Yes (X) | |
| LA PORTE HOSPITAL | |||||||
| 12 | PO BOX 250 | LA PORTE | IN | 46352 | $20,000 | Yes (X) | |
| JAMES MICHELE MAGNUSON | |||||||
| 13 | 2908 N PALMER AVE | LA PORTE | IN | 46350 | $75,200 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 13 | ContributorNum |
| Noncash Property | VACANT LAND | NoncashPropertyDesc |
| Fair Market Value | $75,200 | FairMarketValueAmt |
| Received | 2019-04-26 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALES OF MARKETABLE SECURITIES | AssetDesc |
| Gross Sales Price | $22,091,219 | GrossSalesPriceAmt |
| Basis | $21,852,014 | BasisAmt |
| Total Net | $239,205 | TotalNetAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE, FIXTURES & EQUIPMENT | $43,378 | $30,659 | $12,719 |
| BUILDING - CONSTRUCTION IN PROCESS | $1,009,727 | $0 | $1,009,727 |
| LAND | $300,000 | $0 | $300,000 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $6,500,000 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $13,061 | $13,096 | |
| INVESTMENT FEES | $460,320 | $460,320 | |
| COMPUTER SVCS | $31,946 | $41,336 | |
| OTHER ADMIN. EXP | $100,745 | $100,724 | |
| FUNDRAISING EXPENSES | $71,499 | $71,390 | |
| PROGRAM EXPENSES | $488,090 | $488,090 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING INCOME | Desc |
| Revenue And Expenses Per Books | $179,754 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,854 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $99,017 | |
| PAYROLL TAXES | $31,841 | $31,677 |