2020-11-13T13:18:58-08:00 2019-12-31 APPLEGATE & COMPANY PC CPAs 1421 S WOODLAND AVE MICHIGAN CITY IN 46360 990PF 2019-01-01 810882387 HEALTHCARE FOUNDATION OF LA PORTE INC HEAL 2193262471 140 EAST SHORE PARKWAY LA PORTE IN 46350 MARIA FRUTH CEO 2193262471 2020-11-05 true PAUL E APPLEGATE CPA P00212518 2198717880 96.65.79.45 2020-11-13 13:18:49 PS P C7A6D14E2C220B8348E4B6CC2F716F1347F0C544 292308EEF23F59290344A78CEC19B8655E850488 2019 2021-04-22 16:20:28Z X 187160915 X 2265870 49839 4661801 4661801 239205 22091219 239205 239205 0 179754 7396469 4901006 239205 353059 353059 132771 131101 61635 62324 54844 59004 18960 18960 58742 58817 43499 43499 130858 31677 8110 34671 34664 1165661 460320 714636 2062810 460320 1507741 5795656 5795656 7858466 460320 7303397 -461997 4440686 239205 4797791 5892033 5895413 0 0 117109 27818 27818 152939286 156673925 179915238 0 0 1353105 30659 20829 1322446 1322446 0 0 0 157875015 163916222 187160915 73022 60372 0 0 6500000 0 15854 73022 6576226 X 148368179 148009569 9433814 9330427 157801993 157339996 157875015 163916222 157801993 -461997 157339996 157339996 SECURITIES P 2019-01-01 2019-12-31 22091219 0 21852014 239205 0 0 0 239205 239205 239205 7265283 170170106 0.042694 3327322 155299077 0.021425 2225929 97386270 0.022857 0 0.086976 0.028992 170376250 4939548 44407 4983955 8613125 X 44407 0 44407 0 44407 180091 0 180091 -180091 135684 135684 false false false false false false false true true IN true false true false false true http://hflaporte.org/ MATT CROLL 2193262471 140 EAST SHORE PARKWAY LA PORTE IN 46350 false false false false false false false false false false false false false false false false false false false false 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 MARIA FRUTH 706 FOX ST LA PORTE IN 46350 CEO 40.00 224705 26647 0 ROBERT FRYER 3003 W PALMER AVE LA PORTE IN 46350 CFO 32.00 128354 25008 0 MARY WELLNITZ 2990 W PALMER AVE LA PORTE IN 46350 SPECIAL PROJECTS MGR 24.00 78439 3138 0 3 LARSON-DANIELSON CONSTRUCTION COMPANY INC 302 TYLER ST LA PORTE IN 46350 GENERAL CONTRACTOR SERVICES 799555 EDUCATION DEVELOPMENT CENTER INC 43 FOUNDRY AVE WALTHAM MA 02453 PROFESSIONAL SERVICES 126368 NORTHERN TRUST 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT SERVICES 460395 RESEARCH TRIANGLE INSTITUTE 5265 CAPITAL BLVD RALEIGH NC 27616 PROFESSIONAL SERVICES 232349 SHIVE-HATTERY INC 57 FRANKLIN ST 201 VALPARAISO IN 46383 ARCHITECTURAL SERVICES 206172 0 PARTNERS IN PREVENTION & PARTNERS FOR HEALTHIER BABIES SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 376929 NON-PROFIT LEADERSHIP ACADEMY SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 67385 INTRODUCTION TO EFFECTIVE NON-PROFIT GOVERNANCE SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 2500 TEN 2030 SEE ATTACHMENT - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 27500 167420863 5549949 0 172970812 0 172970812 2594562 170376250 8518813 8518813 44407 44407 8474406 8474406 8474406 7303397 1309728 8613125 44407 8568718 8474406 8071471 0 0 0 0 0 0 8613125 8071471 0 541654 0 0 0 0 0 7932752 0 0 0 0 0 0 0 NONE NONE SEE ATTACHED GRANTMAKING POLICY 140 EAST SHORE PARKWAY LA PORTE IN 46350 2193262471 SEE ATTACHED "GRANTMAKING POLICY" GRANT CYCLE 1- FEBRUARY 21, 2020 & GRANT CYCLE 2- JULY 24, 2020 SEE ATTACHED "GRANTMAKING POLICY" SEE ATTACHED SUPPLEMENTARY INFORMATION VARIOUS IN 46350 VARIOUS VARIOUS SEE ATTACHMENT 5795656 5795656 0 3 4661801 3 239205 239205 4901006 239205 5140211 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. false false false false false false false false false false X X 1 UNITY FOUNDATION 422 FRANKLIN ST MICHIGAN CITY IN 46360 20015 X 2 BETTY TRICKLER 2002 ANDREW AVE APT 124 LA PORTE IN 46350 5000 X 3 CJ TRICKLER 2002 ANDREW AVE APT 124 LA PORTE IN 46350 5000 X 4 HORIZON BANK 515 FRANKLIN ST MICHIGAN CITY IN 46360 6000 X 5 NEWBY LEWIS KAMINSKI & JONES LLP PO BOX 1816 LA PORTE IN 46352 6000 X 6 NORTHERN TRUST 50 SOUTH LA SALLE STE B-2 CHICAGO IL 60603 6000 X 7 QUBIT NETWORKS LLC 103 POLK STREET LA PORTE IN 46350 6000 X 8 INDIANA BREAST CANCER AWARENESS TRUST PO BOX 8212 EVANSVILLE IN 47716 8000 X 9 RALPH F HOWES 3487 W WAVERLY ROAD LA PORTE IN 46350 10000 X 10 THE CALEEL FOUNDATION 2 NATOMA DRIVE OAK BROOK IL 60523 10000 X 11 LA PORTE HOSPITAL AUXILIARY PO BOX 250 LA PORTE IN 46352 19000 X 12 LA PORTE HOSPITAL PO BOX 250 LA PORTE IN 46352 20000 X 13 JAMES MICHELE MAGNUSON 2908 N PALMER AVE LA PORTE IN 46350 75200 X 13 VACANT LAND 75200 2019-04-26 SALES OF MARKETABLE SECURITIES 22091219 21852014 239205 FURNITURE, FIXTURES & EQUIPMENT 43378 30659 12719 BUILDING - CONSTRUCTION IN PROCESS 1009727 0 1009727 LAND 300000 0 300000 6500000 OFFICE EXPENSE 13061 13096 INVESTMENT FEES 460320 460320 COMPUTER SVCS 31946 41336 OTHER ADMIN. EXP 100745 100724 FUNDRAISING EXPENSES 71499 71390 PROGRAM EXPENSES 488090 488090 FUNDRAISING INCOME 179754 DEFERRED COMPENSATION 0 15854 EXCISE TAXES 99017 PAYROLL TAXES 31841 31677