PORTER COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PORTER COUNTY COMMUNITY FOUNDATION INC (EIN 35-2000788)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-14
IRS object ID
201712269349302006
Schema version
2016v3.0
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)
Return2017-08-14T13:17:46-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKandy L Wischmeier CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2017-07-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.109.186.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-31IPDt
IP Tm10:13:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7C7B47936940A20FE0123DA9B400AB0E4818A817AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$8,208,438GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PCCF.GIVESWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionWe inspire giving and engage our community to improve lives in Porter County now and forever.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,991,615PYContributionsGrantsAmt
CY Contributions Grants$2,962,991CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,471,607PYInvestmentIncomeAmt
CY Investment Income$1,285,085CYInvestmentIncomeAmt
PY Other Revenue$39,340PYOtherRevenueAmt
CY Other Revenue$185,082CYOtherRevenueAmt
PY Total Revenue$7,502,562PYTotalRevenueAmt
CY Total Revenue$4,433,158CYTotalRevenueAmt
PY Grants And Similar Paid$2,033,998PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,518,095CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$650,303PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$594,980CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$534,950CYTotalFundraisingExpenseAmt
PY Other Expenses$666,183PYOtherExpensesAmt
CY Other Expenses$766,366CYOtherExpensesAmt
PY Total Expenses$3,350,484PYTotalExpensesAmt
CY Total Expenses$3,879,441CYTotalExpensesAmt
PY Revenues Less Expenses$4,152,078PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$553,717CYRevenuesLessExpensesAmt
Total Assets BOY$45,355,649TotalAssetsBOYAmt
Total Assets EOY$49,017,235TotalAssetsEOYAmt
Total Liabilities BOY$11,658,719TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,475,166TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,696,930NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,542,069NetAssetsOrFundBalancesEOYAmt
MissionWe inspire giving and engage our community to improve lives in Porter County now and forever.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,953,128ExpenseAmt
Grant$2,518,095GrantAmt
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$2,953,128TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
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
Other WebsiteYes (X)OtherWebsiteInd
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 (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAURA CAMPBELL
secretary1.00Yes (X)Yes (X)$0$0$0
Ralph Neff
Vice Chair1.00Yes (X)Yes (X)$0$0$0
WILLIAM P MAAR
treasurer1.00Yes (X)Yes (X)$0$0$0
SPERO VALAVANIS
Chair1.00Yes (X)Yes (X)$0$0$0
Jan Barsophy
BOARD MEMBER1.00Yes (X)$0$0$0
Matt Vessely
BOARD MEMBER1.00Yes (X)$0$0$0
Katharine Wehling
bOARD MEMBER1.00Yes (X)$0$0$0
Andrew Arnold
BOARD MEMBER1.00Yes (X)$0$0$0
Desila Rosetti
bOARD MEMBER1.00Yes (X)$0$0$0
Dr John Felton
BOARD MEMBER1.00Yes (X)$0$0$0
Laura Elliott
BOARD MEMBER1.00Yes (X)$0$0$0
Jacki Stutzman
bOARD MEMBER1.00Yes (X)$0$0$0
Geoff Laciak
BOARD MEMBER1.00Yes (X)$0$0$0
Carol Hall
BOARD MEMBER1.00Yes (X)$0$0$0
Jon leetz
bOARD MEMBER1.00Yes (X)$0$0$0
Dave Hollenbeck
bOARD MEMBER1.00Yes (X)$0$0$0
Joe Jaskowiak
BOARD MEMBER1.00Yes (X)$0$0$0
Rick Calinski
BOARD MEMBER1.00Yes (X)$0$0$0
Kent Mishler
bOARD MEMBER1.00Yes (X)$0$0$0
Stephen Lunn
bOARD MEMBER1.00Yes (X)$0$0$0
GREGORY SOBKOWSKI
BoARD MEMBER1.00Yes (X)$0$0$0
John Walsh
bOARD MEMBER1.00Yes (X)$0$0$0
Kim Abbett
BOARD MEMBER1.00Yes (X)$0$0$0
Susan Kelly-Johnson
BOARD MEMBER1.00Yes (X)$0$0$0
Minakshi Ghuman
BOARD MEMBER1.00Yes (X)$0$0$0
John Hannon
BOARD MEMBER1.00Yes (X)$0$0$0
Stephanie Jones
BOARD MEMBER1.00Yes (X)$0$0$0
Stephanie Gerdes
BOARD MEMBER1.00Yes (X)$0$0$0
William A Higbie
President/CEO40.00Yes (X)$116,423$0$11,940
BRENDA Sheetz
Vice President40.00Yes (X)$92,050$0$12,713
BARBARA YOUNG
President Emeritus40.00Yes (X)$142,700$0$4,281
FieldValueIRS element (for citing)
Total Reportable Comp From Org$351,173TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$28,934TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,962,991AllOtherContributionsAmt
Noncash Contributions$259,261NoncashContributionsAmt
Total Contributions$2,962,991TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,277,471TotalRevenueColumnAmt
Exclusion$1,277,471ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,714,400SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,706,491SecuritiesAmt
Other$295OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,909SecuritiesAmt
Other-$295OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,614TotalRevenueColumnAmt
Exclusion$7,614ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$253,576FundraisingGrossIncomeAmt
Fundraising Direct Expenses$68,494FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$185,082TotalRevenueColumnAmt
Exclusion$185,082ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,433,158TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,470,167ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,474,844TotalAmt
Program Services$2,474,844ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$43,251TotalAmt
Program Services$43,251ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$380,108TotalAmt
Program Services$133,037ProgramServicesAmt
Management And General$129,237ManagementAndGeneralAmt
Fundraising$117,834FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$168,960TotalAmt
Program Services$59,136ProgramServicesAmt
Management And General$57,446ManagementAndGeneralAmt
Fundraising$52,378FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,699TotalAmt
Program Services$594ProgramServicesAmt
Management And General$578ManagementAndGeneralAmt
Fundraising$527FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,456TotalAmt
Program Services$2,260ProgramServicesAmt
Management And General$2,195ManagementAndGeneralAmt
Fundraising$2,001FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$37,757TotalAmt
Program Services$13,215ProgramServicesAmt
Management And General$12,837ManagementAndGeneralAmt
Fundraising$11,705FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,786TotalAmt
Management And General$5,393ManagementAndGeneralAmt
Fundraising$5,393FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,500TotalAmt
Management And General$16,250ManagementAndGeneralAmt
Fundraising$16,250FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$133,516TotalAmt
Program Services$133,516ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$114,115TotalAmt
Management And General$57,058ManagementAndGeneralAmt
Fundraising$57,057FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$51,318TotalAmt
Fundraising$51,318FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$56,550TotalAmt
Program Services$16,475ProgramServicesAmt
Management And General$17,744ManagementAndGeneralAmt
Fundraising$22,331FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$73,149TotalAmt
Program Services$24,871ProgramServicesAmt
Management And General$24,139ManagementAndGeneralAmt
Fundraising$24,139FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,167TotalAmt
Program Services$15,697ProgramServicesAmt
Management And General$15,235ManagementAndGeneralAmt
Fundraising$15,235FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,353TotalAmt
Program Services$1,767ProgramServicesAmt
Management And General$1,820ManagementAndGeneralAmt
Fundraising$1,766FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$897TotalAmt
Program Services$296ProgramServicesAmt
Management And General$296ManagementAndGeneralAmt
Fundraising$305FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$100,497TotalAmt
Program Services$34,169ProgramServicesAmt
Management And General$33,164ManagementAndGeneralAmt
Fundraising$33,164FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,101TotalAmt
Management And General$6,101ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
special events$86,114$86,114
Program Expenses$36,191$36,191
MISC$10,006$10,006
DUES AND SUBSCRIPTIONS$3,106$1,242$1,864

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,879,441TotalAmt
Program Services$2,953,128ProgramServicesAmt
Management And General$391,363ManagementAndGeneralAmt
Fundraising$534,950FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,058,602BOYAmt
EOY$2,263,249EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$801,400BOYAmt
EOY$1,029,172EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$90,953BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,394BOYAmt
EOY$290EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,901,683LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$156,803LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,817,170BOYAmt
EOY$2,744,880EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,502,137BOYAmt
EOY$41,879,064EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,082,993BOYAmt
EOY$1,100,580EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$45,355,649BOYAmt
EOY$49,017,235EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$347,568BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$123,493BOYAmt
EOY$191,736EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$11,033,454BOYAmt
EOY$11,899,925EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$240,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$154,204BOYAmt
EOY$143,505EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,658,719BOYAmt
EOY$12,475,166EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,063,332BOYAmt
EOY$2,016,066EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,633,598BOYAmt
EOY$34,526,003EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,696,930BOYAmt
EOY$36,542,069EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,355,649BOYAmt
EOY$49,017,235EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$553,717ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,156,798NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$865,376OtherChangesInNetAssetsAmt
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$1,256,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,635,051CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,013,618CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,991,615CurrentTaxYearMinus1YearAmt
Current Tax Year$2,993,466CurrentTaxYearAmt
Total$21,890,458TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,256,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,635,051CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,013,618CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,991,615CurrentTaxYearMinus1YearAmt
Current Tax Year$2,993,466CurrentTaxYearAmt
Total$21,890,458TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,399,559SubstantialContributorsTotAmt
Public Support Total170$17,490,899PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$589,318CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$566,267CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,601,178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,536,922CurrentTaxYearMinus1YearAmt
Current Tax Year$1,277,471CurrentTaxYearAmt
Total$5,571,156TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$90,704CurrentTaxYearMinus1YearAmt
Current Tax Year$253,576CurrentTaxYearAmt
Total$344,280TotalAmt
FieldValueIRS element (for citing)
Total Support$27,805,894TotalSupportAmt
Public Support CY1700.62900PublicSupportCY170Pct
Public Support PY1700.61770PublicSupportPY170Pct
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 Held69DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$443,908DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,382,566DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$4,700,443DonorAdvisedFundsVlEOYAmt
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$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,813,253BeginningYearBalanceAmt
Contributions$5,570,898ContributionsAmt
Investment Earnings Or Losses-$1,337,171InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,033,998GrantsOrScholarshipsAmt
Administrative Expenses$720,747AdministrativeExpensesAmt
End Year Balance$42,292,235EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,067,698BeginningYearBalanceAmt
Contributions$14,235,667ContributionsAmt
Investment Earnings Or Losses$1,161,833InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,293,407GrantsOrScholarshipsAmt
Administrative Expenses$358,538AdministrativeExpensesAmt
End Year Balance$40,813,253EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,779,398BeginningYearBalanceAmt
Contributions$3,857,476ContributionsAmt
Investment Earnings Or Losses$3,273,879InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,609,119GrantsOrScholarshipsAmt
Administrative Expenses$233,936AdministrativeExpensesAmt
End Year Balance$28,067,698EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,696,863BeginningYearBalanceAmt
Contributions$653,062ContributionsAmt
Investment Earnings Or Losses$2,134,983InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,492,135GrantsOrScholarshipsAmt
Administrative Expenses$213,375AdministrativeExpensesAmt
End Year Balance$22,779,398EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03000BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.97000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,640,471OtherCostOrOtherBasisAmt
Depreciation$74,827DepreciationAmt
Book Value$2,565,644BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$261,212OtherCostOrOtherBasisAmt
Depreciation$81,976DepreciationAmt
Book Value$179,236BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,744,880TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITIES PAYABLE$140,905
LIABILITY UNDER CHARITABLE REMAINDER TRUSTS$2,600
FieldValueIRS element (for citing)
Total Liability$143,505TotalLiabilityAmt
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, 2016 and 2015, 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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Cheers to 20 YearsEvent1Nm
Gross Receipts Event1$218,000GrossReceiptsEvent1Amt
Gross Revenue Event1$218,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,368RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$41,561OtherDirectExpensesEvent1Amt
Event2valparaiso mayors ballEvent2Nm
Gross Receipts Event2$35,576GrossReceiptsEvent2Amt
Gross Revenue Event2$35,576GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,988RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$17,577OtherDirectExpensesEvent2Amt
Gross Receipts Total$253,576GrossReceiptsTotalAmt
Gross Revenue Total Events$253,576GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$9,356RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$59,138OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$68,494DirectExpenseSummaryEventsAmt
Net Income Summary$185,082NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (81 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
All Faiths Food Bank
8171 Blaikie CourtSarasotaFL342408321650481674501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Apostolic Christian Church
119 Vermont StreetLa CrosseIN46348501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Attention Homes
1443 Spruce StreetBoulderCO80302840571145501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Boulder Community Hospital Foundation
P O Box 9019BoulderCO803019019840772664501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Boulder Rotary Club Foundation
P O Box 743BoulderCO80306841234841501(C)(3)$7,000to assist the organization in furthering its exempt purpose
Boys & Girls Clubs of Porter County
354 Jefferson StreetValparaisoIN46384351262439501(C)(3)$45,135to assist the organization in furthering its exempt purpose
Catholic Charities of the Diocese of Gary In
940 BroadwayGaryIN46402351122204501(C)(3)$9,300to assist the organization in furthering its exempt purpose
Center of Workforce Innovations
2804 Boilermaker CourtValparaisoIN46383352099782501(C)(3)$9,207to assist the organization in furthering its exempt purpose
Challenger Learning Center of Northwest Indiana Inc
2300 173rd StreetHammondIN46323351995603501(C)(3)$7,910to assist the organization in furthering its exempt purpose
Covenant Life Church
8490 McIntosh RoadSarasotaFL34238501(C)(3)$18,000to assist the organization in furthering its exempt purpose
Crisis Center Inc
101 N Montgomery StreetGaryIN46403351324480501(C)(3)$48,342to assist the organization in furthering its exempt purpose
Crossroads Fund
3411 W Diversey Avenue 20ChicagoIL60647363092907501(C)(3)$50,500to assist the organization in furthering its exempt purpose
Cru
100 Lake Hart DriveOrlandoFL32832956006173501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Denton Bible Church
2300 E University DriveDentonTX76209751607582501(C)(3)$6,000to assist the organization in furthering its exempt purpose
Duneland Family YMCA
215 Roosevelt StreetChestertonIN46304351404559501(C)(3)$16,673to assist the organization in furthering its exempt purpose
Fairview High School
1515 Greenbriar BlvdBoulderCO80305501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Family & Youth Services Bureau
253 W LincolnwayValparaisoIN46383351350178501(C)(3)$11,225to assist the organization in furthering its exempt purpose
Family House Inc
P O Box 2000ValparaisoIN46384351511473501(C)(3)$25,000to assist the organization in furthering its exempt purpose
First Presbyterian Church
3401 N Valparaiso StreetValparaisoIN46383501(C)(3)$12,918to assist the organization in furthering its exempt purpose
Frontline Foundations Inc
1008 BroadwayChestertonIN46304260446134501(C)(3)$17,504to assist the organization in furthering its exempt purpose
Gabriel's Horn
P O Box 943PortageIN46368320075800501(C)(3)$10,000to assist the organization in furthering its exempt purpose
HealthLinc Inc
2401 Valley DriveValparaisoIN46383352147791501(C)(3)$8,154to assist the organization in furthering its exempt purpose
Hilltop Neighborhood House
460 South College AvenueValparaisoIN46383351971819501(C)(3)$14,640to assist the organization in furthering its exempt purpose
Housing Opportunities Inc
2001 CalumetValparaisoIN46383351965214501(C)(3)$53,457to assist the organization in furthering its exempt purpose
Humane Society Calumet Area Inc
8149 Kennedy AveHighlandIN46322501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Immanuel Lutheran Church
1700 Monticello Park DriveValparaisoIN46383501(C)(3)$23,500to assist the organization in furthering its exempt purpose
Independent Cat Society
P O Box 735WestvilleIN46391501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Indiana Dunes Environmental Learning Center
700 Howe RoadChestertonIN46304352031658501(C)(3)$10,000to assist the organization in furthering its exempt purpose
International Students International
P O Box CColorado SpringsCO80901204756457501(C)(3)$7,200to assist the organization in furthering its exempt purpose
Ivy Tech Foundation
50 W Fall Creek Parkway North DriveIndianapolisIN46208237073977501(C)(3)$102,545to assist the organization in furthering its exempt purposeDrive
Kosciusko County Community Foundation
102 E Market StreetWarsawIN46580356086777501(C)(3)$6,000to assist the organization in furthering its exempt purpose
Kouts Volunteer Fire Department Inc
P O Box 325KoutsIN46347501(C)(3)$7,711to assist the organization in furthering its exempt purpose
Lakeshore PAWS
4611 EvansValparaisoIN46383451658156501(C)(3)$12,000to assist the organization in furthering its exempt purpose
Latin American Ministry Partners
522 S Edmonds Lane Suite 103LewisvilleTX75067270257798501(C)(3)$15,000to assist the organization in furthering its exempt purpose
Legacy Foundation Inc
1000 East 80th Place Ste 402NMerrillvilleIN46410351872803501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Marketplace Ministries
2001 W Plano ParkwayPlanoTX750758646751977793501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Memorial Opera House Foundation
104 Indiana AvenueValparaisoIN46383351861719501(C)(3)$23,750to assist the organization in furthering its exempt purpose
Neighbors Educational Opportunities Inc
5391 Central AvePortageIN46368450697456501(C)(3)$12,500to assist the organization in furthering its exempt purpose
New Creation Business Advocates
653 Axe AvenueValparaisoIN46383262727532501(C)(3)$10,000to assist the organization in furthering its exempt purpose
North Coast Cultural Ass
PO Box 2281ChestertonIN46304351814461501(C)(3)$5,063to assist the organization in furthering its exempt purpose
Northwest Indiana Excellence in Theatre Found
P O Box 503Crown PointIN46308351860984501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Northwest Indiana Symphony Orchestra
1040 Ridge RoadMunsterIN46321351359750501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Opportunity Enterprises Inc
2801 Evans AvenueValparaisoIN46383351136833501(C)(3)$70,406to assist the organization in furthering its exempt purpose
Pines Village Retirement Communities
3303 Pines Village CircleValparaisoIN46383311118091501(C)(3)$23,700to assist the organization in furthering its exempt purpose
Portage High School Dollars for Scholars
6450 U S Highway 6PortageIN46368501(C)(3)$23,192to assist the organization in furthering its exempt purpose
Portage Resale Shop Inc
6450 Evergreen AvePortageIN46368364542825501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Portage Township YMCA
3100 Willowcreek RoadPortageIN46368351404478501(C)(3)$11,000to assist the organization in furthering its exempt purpose
Porter County Association for Handicapped Children
53 E Engel DriveValparaisoIN46383237422242501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Porter County Museum Foundation Corporation
153 S Franklin StreetValparaisoIN46383272884194501(C)(3)$14,000to assist the organization in furthering its exempt purpose
Porter County Parks Foundation
P O Box 428ValparaisoIN46384351602548501(C)(3)$5,710to assist the organization in furthering its exempt purpose
Porter-Starke Services Inc
601 Wall StreetValparaisoIN46383351330771501(C)(3)$6,665to assist the organization in furthering its exempt purpose
Railroad Twp San Pierre Alumni
P O Box 96San PierreIN46374461120485501(C)(3)$7,500to assist the organization in furthering its exempt purpose
Rebuilding Together - Duneland
P O Box 644ChestertonIN46304352006299501(C)(3)$12,973to assist the organization in furthering its exempt purpose
Rebuilding Together Portage
P O Box 2511PortageIN46368352030513501(C)(3)$6,000to assist the organization in furthering its exempt purpose
Recycling and Waste Reduction District of Porter County
155 Indiana Ave Suite 314ValparaisoIN46383Government$11,100to assist the organization in furthering its exempt purpose
Reins of Life
55200 Quince RoadSouth BendIN46619310945572501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Salvation Army of Porter County
P O Box 828PortageIN46368135562351501(C)(3)$13,543to assist the organization in furthering its exempt purpose
Samaritan's Purse International Relief
P O Box 3000BooneNC28607581437002501(C)(3)$10,000to assist the organization in furthering its exempt purpose
Share Foundation
P O Box 400Rolling PrairieIN46371453824164501(C)(3)$661,014to assist the organization in furthering its exempt purpose
Shirley Heinze Land Trust Inc
109 West 700 NorthValparaisoIN46385352153969501(C)(3)$15,712to assist the organization in furthering its exempt purpose
St Agnes Adult Day Service Center
1859 Harrison BlvdValparaisoIN46385352016060501(C)(3)$10,000to assist the organization in furthering its exempt purpose
St Patrick's Catholic Church
10815 N 84th StreetScottsdaleAZ85260501(C)(3)$5,000to assist the organization in furthering its exempt purpose
St Paul Catholic School
1755 W Harrison StreetValparaisoIN46385School$5,925to assist the organization in furthering its exempt purpose
Stillpoint House of Prayer Inc
1608 14th Street WestBradentonFL34205650850895501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Taltree Arboretum & Gardens Foundation
71 North 500 WestValparaisoIN46385352032442501(C)(3)$10,850to assist the organization in furthering its exempt purpose
The Caring Place Inc
607 Bullseye Lake RoadValparaisoIN46383310944075501(C)(3)$27,597to assist the organization in furthering its exempt purpose
The Public Education Foundation of Valparaiso IN
3801 N Campbell StreetValparaisoIN46385208926696501(C)(3)$11,332to assist the organization in furthering its exempt purpose
Town of Highland Shared Ethics Advisory Committee
3333 Ridge RoadHighlandIN46323Government$10,000to assist the organization in furthering its exempt purpose
Town of Ogden Dunes
115 Hillcrest RoadPortageIN46368Government$5,541to assist the organization in furthering its exempt purpose
TradeWinds Rehabilitation Center Inc
3198 East 83rd PlaceMerrillvilleIN46410351139485501(C)(3)$75,562to assist the organization in furthering its exempt purpose
Trinity Lutheran Church
201 N Washington StreetValparaisoIN46383351120575501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Turning Points
701 17th Ave WBradentonFL34205593340921501(C)(3)$12,500to assist the organization in furthering its exempt purpose
United Way of Porter County Inc
951 Eastport Centre DriveValparaisoIN46384356006484501(C)(3)$96,284to assist the organization in furthering its exempt purpose
University of Colorado Foundation
301 UCBBoulderCO803090301846049811501(C)(3)$7,000to assist the organization in furthering its exempt purpose
Valparaiso Community Festivals and Events
150 W Lincolnway Suite 1006ValparaisoIN46383351641452501(C)(3)$21,275to assist the organization in furthering its exempt purpose
Valparaiso Family YMCA
1201 Cumberland Crossing DriveValparaisoIN46383350876401501(C)(3)$11,326to assist the organization in furthering its exempt purpose
Valparaiso High School
2727 N CampbellValparaisoIN46385356006494501(C)(3)$5,000to assist the organization in furthering its exempt purpose
Valparaiso Parks and Recreation Foundation
3210 CampbellValparaisoIN46383351756907501(C)(3)$11,096to assist the organization in furthering its exempt purpose
Valparaiso University
Kretzmann HallValparaisoIN46383350868125501(C)(3)$282,889to assist the organization in furthering its exempt purpose
Visiting Nurse Association Foundation Inc
2401 Valley DriveValparaisoIN46383351655711501(C)(3)$62,876to assist the organization in furthering its exempt purpose
Worldview Studies Center Inc
19 Wellington Oaks CircleDentonTX76210274373211501(C)(3)$15,000to assist the organization in furthering its exempt purpose
FieldValueIRS element (for citing)
Total501c3 Org81Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient39RecipientCnt
Cash Grant$43,251CashGrantAmt

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 mailed 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 M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$259,261NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

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 Laura Campbell and Stephanie Gerdes John Hannon and Gregg Sobkowski Jon Leetz and Stephanie Gerdes Barb Young and Stephanie Gerdes Carol Hall and Spero Valavanis Kent Mishler and Spero Valavanis Doug Olson and Kent Mishler Ralph Neff and Laura Campbell Gregg Sobkowski and Doug Olson
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 15EACH BOARD MEMBER IS GIVEN AN EVALUATION FORM FOR THE PRESIDENT AND ASKED TO COMPLETE IT AND RETURN TO THE CHAIR OF THE BOARD OF DIRECTORS. THE CHAIR SUMMARIZES ALL THE INFORMATION CONTAINED IN THE EVALUATIONS. AN EXECUTIVE COMMITTEE MEETING IS HELD. 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 -866,471. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,095.
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$130,508TotalIncomeAmt
End Of Year Assets$377,779EndOfYearAssetsAmt

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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