2020-11-05T17:23:22-06:00 2019-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2019-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2020-10-28 true THOMAS A ROBERTS P00997867 7652847554 2020-10-28 70.89.193.68 2020-11-05 17:23:22 CS P 560ED5F618A605D56598D3EAC330F55CD93FC703 0F8E8931A97D9BAE350D71A97C3E2FF8E194497A 2019 2021-01-29 14:40:06Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 5065180 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. 17 17 7 130 0 1149758 1965766 518760 528240 2174770 1161045 34139 48973 3877427 3704024 1640048 1583359 0 420721 430266 0 239732 915559 1034080 2976328 3047705 901099 656319 30341859 35170170 2925878 2621496 27415981 32548674 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 656902 345623 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1583359 1583359 143392 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. 179694 39225 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. 2419955 true true false false false true false false true 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 12 0 true 7 true false false false false false true true false false false false false false X 17 17 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 CO-CHAIR 2.00 X X 0 0 0 MICHELE MAGNUSON CO-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 MICHAEL BRENNAN AT-LARGE 2.00 X X 0 0 0 PAUL APPLEGATE DIRECTOR 2.00 X 0 0 0 ELIZABETH BERNEL 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 KIM SIEFKER DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 50.00 X 107072 0 16124 107072 16124 1 false false false 1965766 48047 1965766 ADMINISTRATIVE FEE REVENUE 900099 450536 450536 RENTAL 77704 77704 528240 1022403 1022403 1499798 1361156 138642 138642 138642 PROJECT FEES 25830 25830 SPECIAL EVENTS 23143 23143 48973 3704024 450536 1287722 1334693 1334693 248666 248666 107072 32122 36404 38546 230235 69070 78280 82885 67871 20361 23076 24434 25088 7526 8530 9032 450487 450487 44446 4445 40001 134702 134702 14898 14898 20537 6164 6977 7396 33700 10110 11458 12132 30944 9283 10521 11140 9834 983 4917 3934 23915 7175 8131 8609 54116 16235 18399 19482 11676 3503 3970 4203 PROGRAM EXPENSES 179694 179694 DONOR DEVELOPMENT 13574 13574 SPECIAL EVENTS 6453 1936 2194 2323 DUES AND SUBSCRIPTIONS 5104 2604 458 2042 3047705 2419955 388018 239732 1822147 1393304 689678 171705 572089 517973 27730750 33039422 216873 219471 30341859 35170170 36724 69103 97929 199283 832093 249331 1959132 2103779 2925878 2621496 X 1495004 1676136 25920977 30872538 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2881885 66348 66348 2815537 134702 97466 232168 3047705 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 2016, 2017, AND 2018 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 -36,939 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 265,983 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 97,466 false AMERICAN RED CROSS OF NORTHWEST INDIANA 297 E 83RD AVE MERRILLVILLE IN 46410 530196605 501C3 6082 OPERATING SUPPORT BOYS AND GIRLS CLUB LAPORTE COUNTY 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 7200 OPERATING SUPPORT BOYS AND GIRLS CLUB OF MICHIGAN CITY INC 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 12595 OPERATING SUPPORT CITIZENS CONCERNED FOR THE HOMELESS INC PO BOX 8612 MICHIGAN CITY IN 463618612 351842668 501C3 5550 OPERATIONS/PROGRAMS DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 010414384 10000 SPONSORS EVENT DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 16749 OPERATING SUPPORT ERDHEIM-CHESTER DISEASE GLOBAL ALLIANCE PO BOX 775 DERIDDER LA 70634 42449 OPERATING SUPPORT FIRST UNITED METHODIST CHURCH OF LA PORTE 1225 MICHIGAN AVE LA PORTE IN 46350 8111 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 21612 OPERATING SUPPORT FRIENDSHIP BOTANIC GARDENS PO BOX 8834 MICHIGAN CITY IN 46361 8463 OPERATING SUPPORT GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 809 WASHINGTON ST SUITE A LA PORTE IN 46350 352146258 501C3 202882 BUSINESS RETENTION HEALTHCARE FOUNDATION OF LA PORTE PO BOX 517 LA PORTE IN 46352 810882387 501C3 20015 OPERATING SUPPORT HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 25000 RAPID REHOUSING INTERFAITH COMMUNITY PADS INC PO BOX 38 PORTAGE IN 46368 820630000 501C3 26750 PROGRAM SUPPORT JACK AND SHIRLEY LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 14668 OPERATING SUPPORT JUNIOR ACHIEVEMENT OF NORTHERN INDIANA INC 601 NOBLE DR FORT WAYNE IN 46825 350922731 501C3 5579 OPERATING SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 34974 SCHOLARSHIP FUND LA PORTE COUNTY FAMILY YMCA MICHIGAN CITY 1203 SPRING ST DOOR K MICHIGAN CITY IN 46360 350886851 501C3 37117 PROGRAMS/OPERATIONS LAPORTE HOSPITAL FOUNDATION PO BOX 250 LA PORTE IN 46352 319527775 501C3 12000 CANCER CARE LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 21868 PROGRAMS/OPERATIONS MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 8414 PROMOTIONS/UNIFORMS MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 5574 OPERATING SUPPORT NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 12000 CANCER CARE NW INDIANA SOCIETY OF INNOVATORS 422 FRANKLIN ST STE C MICHIGAN CITY IN 46360 830540823 501C3 10000 OPERATING SUPPORT PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 14300 SCHOLARSHIP PURDUE NORTHWEST SINAI FORUM 1401 S US HWY 421 WESTVILLE IN 46391 352013732 GOV 17000 FORUM/SPEAKERS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 11500 OPERATIONS/EMER SERV SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 8583 OPERATING SUPPORT SHIRLEY HEINZE LAND TRUST 109 W 700 N VALPARAISO IN 46386 352153969 501C3 12668 PROPERTY MAINTENANCE SOCIAL AND LEARNING INSTITUTE INC 201E GARFIELD ST MUICHIGAN CITY IN 46360 351403244 501C3 6424 OPERATIONS/PROGRAMS ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 15064 OPERATING SUPPORT STATE STREET COMMUNITY CHURCH DBA THE PAX CENTER PO BOX 1814 LA PORTE IN 46352 270634163 6000 PROGRAMS/OPERATIONS STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 7271 FOOD ASST/OPERATIONS SWANSON CENTER 7224 W 400 N MICHIGAN CITY IN 46360 351168040 501C3 19800 PROGRAMS/OPERATIONS UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 19472 PROGRAMS/OPERATIONS UNIVERSITY OF AKRON DEPARTMENT OF DEVELOPMENT 302 E BUCHTEL AVE AKRON OH 44325 17195 SCHOLARSHIP WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 99891 OPERATING SUPPORT YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 20005 PROGRAMS/OPERATIONS 31 8 SCHOLARSHIPS 207 248666 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 48047 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 THOMAS EDWARDS MICHELE MAGNUSON PRESIDENT BOARD MEMBER 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 -36,939 AGENCY ENDOWMENT INCOME -265,983 AGENCY ENDOWMENT FUND EXPENSES 97,466 TOTAL -205,456