PORTER COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PORTER COUNTY COMMUNITY FOUNDATION INC (EIN 35-2000788)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-09
IRS object ID
201612229349301301
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-09T12:48:22-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line1106 Community DrAddressLine1Txt
CitySeymourCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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 TitlePresidentPersonTitleTxt
Phone2194650294PhoneNum
Signature2016-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKandy L Wischmeier CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2016-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$9,465,333GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PORTERCOUNTYFOUNDATION.ORGWebsiteAddressTxt
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 Employee8TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,013,618PYContributionsGrantsAmt
CY Contributions Grants$5,991,615CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,272,775PYInvestmentIncomeAmt
CY Investment Income$1,471,607CYInvestmentIncomeAmt
PY Other Revenue$40,990PYOtherRevenueAmt
CY Other Revenue$39,340CYOtherRevenueAmt
PY Total Revenue$7,327,383PYTotalRevenueAmt
CY Total Revenue$7,502,562CYTotalRevenueAmt
PY Grants And Similar Paid$2,293,407PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,033,998CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$569,121PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$650,303CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$527,776CYTotalFundraisingExpenseAmt
PY Other Expenses$612,421PYOtherExpensesAmt
CY Other Expenses$666,183CYOtherExpensesAmt
PY Total Expenses$3,474,949PYTotalExpensesAmt
CY Total Expenses$3,350,484CYTotalExpensesAmt
PY Revenues Less Expenses$3,852,434PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,152,078CYRevenuesLessExpensesAmt
Total Assets BOY$44,916,179TotalAssetsBOYAmt
Total Assets EOY$45,355,649TotalAssetsEOYAmt
Total Liabilities BOY$12,240,301TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,658,719TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,675,878NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,696,930NetAssetsOrFundBalancesEOYAmt
MissionWe inspire giving and engage our community to improve lives in Porter County now and forever.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,445,071ExpenseAmt
Grant$2,033,998GrantAmt
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$2,445,071TotalProgramServiceExpensesAmt
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 Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
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 (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SPERO VALAVANIS
Chair1.00Yes (X)Yes (X)$0$0$0
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
Carol Hall
BOARD MEMBER1.00Yes (X)$0$0$0
Angela Fielder
bOARD MEMBER1.00Yes (X)$0$0$0
Geoff Laciak
BOARD MEMBER1.00Yes (X)$0$0$0
Desila Rosetti
bOARD MEMBER1.00Yes (X)$0$0$0
Laura Elliott
BOARD MEMBER1.00Yes (X)$0$0$0
Dr John Felton
BOARD MEMBER1.00Yes (X)$0$0$0
Jan Barsophy
BOARD MEMBER1.00Yes (X)$0$0$0
Andrew Arnold
BOARD MEMBER1.00Yes (X)$0$0$0
Jon leetz
bOARD MEMBER1.00Yes (X)$0$0$0
Rick Calinski
BOARD MEMBER1.00Yes (X)$0$0$0
Kim Abbett
BOARD MEMBER1.00Yes (X)$0$0$0
Stephanie Gerdes
BOARD MEMBER1.00Yes (X)$0$0$0
Jacki Stutzman
bOARD MEMBER1.00Yes (X)$0$0$0
Joe Jaskowiak
BOARD MEMBER1.00Yes (X)$0$0$0
Dave Hollenbeck
bOARD MEMBER1.00Yes (X)$0$0$0
Kent Mishler
bOARD MEMBER1.00Yes (X)$0$0$0
John Hannon
BOARD MEMBER1.00Yes (X)$0$0$0
Minakshi Ghuman
BOARD MEMBER1.00Yes (X)$0$0$0
Susan Kelly-Johnson
BOARD MEMBER1.00Yes (X)$0$0$0
Stephanie Jones
BOARD MEMBER1.00Yes (X)$0$0$0
John Walsh
bOARD MEMBER1.00Yes (X)$0$0$0
GREGORY SOBKOWSKI
BoARD MEMBER1.00Yes (X)$0$0$0
Stephen Lunn
bOARD MEMBER1.00Yes (X)$0$0$0
Katharine Wehling
bOARD MEMBER1.00Yes (X)$0$0$0
Heather Harrigan Hitz
bOARD MEMBER1.00Yes (X)$0$0$0
William A Higbie
President/CEO40.00Yes (X)$101,883$0$8,405
BARBARA YOUNG
President Emeritus40.00Yes (X)$138,975$0$6,864
BRENDA Sheetz
Vice President40.00Yes (X)$82,400$0$12,037
FieldValueIRS element (for citing)
Total Reportable Comp From Org$323,258TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$27,306TotalOtherCompensationAmt
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$5,991,615AllOtherContributionsAmt
Noncash Contributions$162,130NoncashContributionsAmt
Total Contributions$5,991,615TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,536,922TotalRevenueColumnAmt
Exclusion$1,536,922ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,846,092SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,911,407SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$65,315SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$65,315TotalRevenueColumnAmt
Exclusion-$65,315ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$90,704FundraisingGrossIncomeAmt
Fundraising Direct Expenses$51,364FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,340TotalRevenueColumnAmt
Exclusion$39,340ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,502,562TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,510,947ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,991,248TotalAmt
Program Services$1,991,248ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$42,750TotalAmt
Program Services$42,750ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$350,564TotalAmt
Program Services$122,698ProgramServicesAmt
Management And General$119,191ManagementAndGeneralAmt
Fundraising$108,675FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$236,803TotalAmt
Program Services$82,881ProgramServicesAmt
Management And General$80,513ManagementAndGeneralAmt
Fundraising$73,409FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,239TotalAmt
Program Services$7,784ProgramServicesAmt
Management And General$7,561ManagementAndGeneralAmt
Fundraising$6,894FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$40,697TotalAmt
Program Services$14,244ProgramServicesAmt
Management And General$13,837ManagementAndGeneralAmt
Fundraising$12,616FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,216TotalAmt
Management And General$6,608ManagementAndGeneralAmt
Fundraising$6,608FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,750TotalAmt
Management And General$15,375ManagementAndGeneralAmt
Fundraising$15,375FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$123,755TotalAmt
Program Services$123,755ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,898TotalAmt
Management And General$62,449ManagementAndGeneralAmt
Fundraising$62,449FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$68,704TotalAmt
Fundraising$68,704FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$44,313TotalAmt
Program Services$12,641ProgramServicesAmt
Management And General$13,815ManagementAndGeneralAmt
Fundraising$17,857FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,085TotalAmt
Program Services$19,069ProgramServicesAmt
Management And General$18,508ManagementAndGeneralAmt
Fundraising$18,508FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$67,964TotalAmt
Program Services$23,108ProgramServicesAmt
Management And General$22,428ManagementAndGeneralAmt
Fundraising$22,428FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,373TotalAmt
Program Services$4,083ProgramServicesAmt
Management And General$4,207ManagementAndGeneralAmt
Fundraising$4,083FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,103TotalAmt
Program Services$364ProgramServicesAmt
Management And General$364ManagementAndGeneralAmt
Fundraising$375FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,312TotalAmt
Program Services$446ProgramServicesAmt
Management And General$433ManagementAndGeneralAmt
Fundraising$433FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,700TotalAmt
Management And General$5,700ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
special events$59,893$59,893
Program Expenses$41,096$41,096
RESOURCE DEVELOPMENT$6,555$6,555
DUES AND SUBSCRIPTIONS$4,544$1,818$2,726

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,922TotalAmt
Management And General$3,922ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,350,484TotalAmt
Program Services$2,445,071ProgramServicesAmt
Management And General$377,637ManagementAndGeneralAmt
Fundraising$527,776FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,796,360BOYAmt
EOY$3,058,602EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$742,069BOYAmt
EOY$801,400EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$95,613BOYAmt
EOY$90,953EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,394BOYAmt
EOY$2,394EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,948,773LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$131,603LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,854BOYAmt
EOY$1,817,170EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$41,149,817BOYAmt
EOY$38,502,137EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,116,072BOYAmt
EOY$1,082,993EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,916,179BOYAmt
EOY$45,355,649EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$77,854BOYAmt
EOY$123,493EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,399,569BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$10,599,574BOYAmt
EOY$11,033,454EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$163,304BOYAmt
EOY$154,204EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,240,301BOYAmt
EOY$11,658,719EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,161,864BOYAmt
EOY$2,063,332EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,514,014BOYAmt
EOY$31,633,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,675,878BOYAmt
EOY$33,696,930EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,916,179BOYAmt
EOY$45,355,649EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,152,078ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,649,741NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$481,285OtherChangesInNetAssetsAmt
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)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,427,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,256,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,635,051CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,013,618CurrentTaxYearMinus1YearAmt
Current Tax Year$5,991,615CurrentTaxYearAmt
Total$20,324,283TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,427,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,256,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,635,051CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,013,618CurrentTaxYearMinus1YearAmt
Current Tax Year$5,991,615CurrentTaxYearAmt
Total$20,324,283TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,547,647SubstantialContributorsTotAmt
Public Support Total170$15,776,636PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$832,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$589,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$566,267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,601,178CurrentTaxYearMinus1YearAmt
Current Tax Year$1,536,922CurrentTaxYearAmt
Total$5,126,010TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$90,704CurrentTaxYearAmt
Total$90,704TotalAmt
FieldValueIRS element (for citing)
Total Support$25,540,997TotalSupportAmt
Public Support CY1700.61770PublicSupportCY170Pct
Public Support PY1700.66830PublicSupportPY170Pct
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 Held66DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held375FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$675,991DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,970,006FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$975,271DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,084,227FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$5,792,563DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$38,864,322FundsAndOtherAccountsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,824,851BeginningYearBalanceAmt
Contributions$1,179,613ContributionsAmt
Investment Earnings Or Losses-$1,646,938InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,473,046GrantsOrScholarshipsAmt
Administrative Expenses$187,617AdministrativeExpensesAmt
End Year Balance$21,696,863EndYearBalanceAmt
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$1,761,937OtherCostOrOtherBasisAmt
Book Value$1,761,937BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,569OtherCostOrOtherBasisAmt
Depreciation$61,569DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,267OtherCostOrOtherBasisAmt
Depreciation$70,034DepreciationAmt
Book Value$55,233BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,817,170TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITIES PAYABLE$150,894
LIABILITY UNDER CHARITABLE REMAINDER TRUSTS$3,310
FieldValueIRS element (for citing)
Total Liability$154,204TotalLiabilityAmt
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, 2015 and 2014, 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)
Event1valparaiso mayors ballEvent1Nm
Gross Receipts Event1$62,695GrossReceiptsEvent1Amt
Gross Revenue Event1$62,695GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,982RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$28,531OtherDirectExpensesEvent1Amt
Event2portage mayors ballEvent2Nm
Gross Receipts Event2$28,009GrossReceiptsEvent2Amt
Gross Revenue Event2$28,009GrossRevenueEvent2Amt
Rent Facility Costs Event2$900RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$18,961OtherDirectExpensesEvent2Amt
Gross Receipts Total$90,704GrossReceiptsTotalAmt
Gross Revenue Total Events$90,704GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,882RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$47,492OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$51,374DirectExpenseSummaryEventsAmt
Net Income Summary$39,330NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (79 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
Attnetion Homes
1443 Spruce StreetBoulderCO80302840571145501(c)(3)$7,000to 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
5390 Manhattan Circle Suite 101booneCO80303841234841501(c)(3)$7,000to assist the organization in furthering its exempt purpose
Boys & Girls Clubs of Porter County
354 Jefferson Street P O Box 254ValparaisoIN46384351262439501(c)(3)$114,718to assist the organization in furthering its exempt purpose
Catholic Charities of the Diocese of Gary In
940 BroadwayGaryIN46402351122204501(c)(3)$10,135to assist the organization in furthering its exempt purpose
Center for Workforce Innovations
2804 Boilermaker Court Ste EVAlparaisoIN46383352099782501(c)(3)$10,000to assist the organization in furthering its exempt purpose
Challenger Learning Center of Northwest Indiana Inc co Purdue University
2300 173rd StreetHammondIN46323351995603501(c)(3)$16,973to assist the organization in furthering its exempt purpose
Cornerstone Church of Boulder Valley
1190 S Lashley LnboulderCO80305CHURCH$5,000to assist the organization in furthering its exempt purpose
Covenant Life Church
8490 McIntosh RoadSarasotaFL34238592307463Church$23,500to assist the organization in furthering its exempt purpose
Crisis Center Inc
101 N Montgomery StreetgaryIN46403351324480501(c)(3)$51,353to assist the organization in furthering its exempt purpose
CROSSROADS FUND
3411 W DIVERSEY AVENUE 20CHICAGOIL60647363092907501(c)(3)$50,000to assist the organization in furthering its exempt purpose
Cru
100 Lake Heart Drive Mail Code 2400OrlandoFL32832956006173501(c)(3)$9,600to assist the organization in furthering its exempt purpose2400
Daysping Women's Center
1005 N Campbell StreetvalparaisoIN46385462808675501(c)(3)$28,000to assist the organization in furthering its exempt purpose
Denton Bible Church
2300 E University DriveDentonTX76209751607582CHURCH$28,650to assist the organization in furthering its exempt purpose
Dunebrook Inc
502 Wall Street Suite 105valparaisoIN46383351781854501(c)(3)$7,500to assist the organization in furthering its exempt purpose
Duneland Family YMCA
215 Roosevelt Street Suite 105ChestertonIN46304351404559501(c)(3)$14,713to assist the organization in furthering its exempt purpose
Empower Porter County
PO Box 302ValparaisoIN46384501(c)(3)$5,000to assist the organization in furthering its exempt purpose
Every Child Ministries
PO Box 810HebronIN46341311162331501(c)(3)$6,400to assist the organization in furthering its exempt purpose
Family House Inc
PO Box 2000ValparaisoIN46384351511473501(c)(3)$7,500to assist the organization in furthering its exempt purpose
First Contact Christian Resource and Referral Ministry Inc
61 Indiana Avenue Suite DValparaisoIN46383351876230501(c)(3)$5,000to assist the organization in furthering its exempt purpose
First Presbyterian Church
3401 N Valparaiso StreetValparaisoIN46383501(c)(3)$6,246to assist the organization in furthering its exempt purpose
Frontline Foundations
1008 BroadwayChestertonIN46304260446134501(c)(3)$20,100to assist the organization in furthering its exempt purpose
Gabriel's Horn
PO Box 943PortageIN46368320075800501(c)(3)$14,000to assist the organization in furthering its exempt purpose
Habitat For Humanity of Greater Valparasio
PO Box 492valparaisoIN46384351939152501(c)(3)$10,000to assist the organization in furthering its exempt purpose
Hilltop Neighborhood House
460 South College AvenuevalparaisoIN46383351971819501(c)(3)$50,540to assist the organization in furthering its exempt purpose
Housing Opportunities Inc
2001 CalumetvalparaisoIN46383351965214501(c)(3)$27,740to assist the organization in furthering its exempt purpose
Humane Society Calumet Area
8149 Kennedy AveHighlandIN46322501(c)(3)$5,000to assist the organization in furthering its exempt purpose
Immanuel Lutheran Church
1700 Monticello Park DriveValparaisoIN46383501(c)(3)$18,600to assist the organization in furthering its exempt purpose
Indiana Dunes Environmental Learning Center
700 Howe RoadchestertonIN46304352031658501(c)(3)$16,000to assist the organization in furthering its exempt purpose
Ivy Tech Foundation
50 W Fall Creek Parkway North DriveindianapolisIN46208237073977501(c)(3)$344,922to assist the organization in furthering its exempt purposeDrive
Jacob's Ladder Pediatric Rehab Center
332 West 806 NorthvalparaisoIN46385352052681501(c)(3)$8,788to assist the organization in furthering its exempt purpose
Kids Alive International
2507 Cumberland DrivevalparaisoIN46383311140515501(c)(3)$6,062to assist the organization in furthering its exempt purpose
Kosciucko County Community foundation
102 E Market StreetWarsawIN46580356086777501(c)(3)$6,000to assist the organization in furthering its exempt purpose
Lakeshore PAWS
P O Box 313valparaisoIN46384451658156501(c)(3)$6,800to assist the organization in furthering its exempt purpose
Latin American Ministry Partners
522 S Edmonds Lane Suite 103LewisvilleTX75067270257798501(c)(3)$25,000to assist the organization in furthering its exempt purpose
Legacy Foundation Inc
1000 East 80th Place Ste 420 NMerrivilleIN46410351872803501(c)(3)$10,000to assist the organization in furthering its exempt purpose
Marketplace Ministries
2001 W Plano Parkway Suite 3200planoTX75075751977793501(c)(3)$5,000TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE
Mental Health America in Porter County
402 East Indiana AvenueValparaisoIN46383351855589501(c)(3)$7,500to assist the organization in furthering its exempt purpose
Northwest Indiana Symphony
1040 Ridge RoadMunsterIN46321351359750501(c)(3)$19,050to assist the organization in furthering its exempt purpose
Opportunity Enterprises Inc
2801 Evans AvenuevalparaisoIN46383351136833501(c)(3)$73,565to assist the organization in furthering its exempt purpose
Parents as Teachers of Porter County Inc
100 W Beam StreetporterIN46304300225120501(c)(3)$8,100to assist the organization in furthering its exempt purpose
Pines Village Retirement Communities
3303 Pines Village CirclevalparaisoIN46383311118091501(c)(3)$17,657to assist the organization in furthering its exempt purpose
Portage High School Dollars for Scholars
6450 U S Highway 6portageIN46368Government$22,152to 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
Porter County Animal Shelter
2056 Heavilin RoadValparaisoIN46385501(c)(3)$6,600to assist the organization in furthering its exempt purpose
Porter County Museum Foundation Corporation
153 S Franklin StreetValparaisoIN46383272884194501(c)(3)$44,926to assist the organization in furthering its exempt purpose
Porter County Parks and Recreation Department
155 Indiana Ave suite 304ValparaisoIN46383Government$9,741to assist the organization in furthering its exempt purpose
Porter County Special Olympics
836 George StreetvalparaisoIN46385501(c)(3)$6,000to assist the organization in furthering its exempt purpose
Porter Township School Corp
248 South 500 WestvalparaisoIN46385311041164government$8,773to assist the organization in furthering its exempt purpose
Purdue University - North Central
U S Highway 421 SouthWestvilleIN46391356002041government$10,000to assist the organization in furthering its exempt purpose
Rebuilding Together - PORTAGE
PO BOX 2511PORtageIN46368352030513501(c)(3)$7,150to assist the organization in furthering its exempt purpose
Recycling and Waste Reduction District of Porter County
155 Indiana Ave Suite 314valparaisoIN46383government$10,215to 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
Royal Family Kids Camp
3000 W MacArthur Blvd Suite 412Santa AnaCA92704330380024501(c)(3)$5,000to assist the organization in furthering its exempt purpose
Salvation Army of Porter County
P O Box 828portageIN46368135562351501(c)(3)$13,466to assist the organization in furthering its exempt purpose
Salvation Army of Sarasota
P O Box 2792sarasotaFL34230135562351501(c)(3)$10,000to assist the organization in furthering its exempt purpose
Samaritan's Purse International Relief
P O Box 3000booneNC28607581437002501(c)(3)$12,000to assist the organization in furthering its exempt purpose
Shirley Heinze Land Trust Inc
109 West 700 NorthvalparaisoIN46385352153969501(c)(3)$15,087to assist the organization in furthering its exempt purpose
SOUTHERN HILLS MIDDLE SCHOOL
1500 KNOX DRIVEBOULDerCO80305846014683501(c)(3)$10,000to assist the organization in furthering its exempt purpose
ST PauL CATHOLIC CHURCH
1755 W HARRISON STREETvalparaisoIN46385501(c)(3)$15,723to assist the organization in furthering its exempt purpose
The Caring Place Inc
3107 Cascade DrivevalparaisoIN46383310944075501(c)(3)$20,652to assist the organization in furthering its exempt purpose
THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO
3801 N CAMPBELL STRETTvalparaisoIN46385501(c)(3)$13,605to assist the organization in furthering its exempt purpose
The Wounded Warrior Project
PO Box 758517TopekaKS66675202370934501(c)(3)$5,000to assist the organization in furthering its exempt purpose
Town of Ogden Dunes
115 Hillcrest RoadPortageIN46368351057608501(c)(3)$5,267to assist the organization in furthering its exempt purpose
Tradewinds Rehabilitation Center Inc
5901 W 7th AvegaryIN46202351139485501(c)(3)$78,478to assist the organization in furthering its exempt purpose
Trinity Lutheran Church
201 N Washington StreetvalparaisoIN46383351120575cHURCH$5,000to assist the organization in furthering its exempt purpose
Turning Point
701 17th Ave WbradentonFL34205593340921501(c)(3)$21,000to assist the organization in furthering its exempt purpose
United Way of Porter County Inc
951 Eastport Centre Drive P O BoxvalparaisoIN46384356006484501(c)(3)$70,230to assist the organization in furthering its exempt purpose2028
University of Colorado Foundation
970 Aurora AveboulderCO80302846049811501(c)(3)$7,000to assist the organization in furthering its exempt purpose
Urban League of Northwest Indiana
3101 BroadwayGaryIN46409351178594501(c)(3)$5,000to assist the organization in furthering its exempt purpose
Valparaiso Community
150 W Lincolnway Suite 1006valparaisoIN46383351641452501(c)(3)$7,371to assist the organization in furthering its exempt purpose
Valparaiso Family YMCA
1201 Cumberland Crossing DrivevalparaisoIN46383350876401501(c)(3)$10,174to assist the organization in furthering its exempt purpose
VALPARAISO HIGH SCHOOL
2727 N CAMPBELLValparaisoIN46385356006494501(c)(3)$7,000to assist the organization in furthering its exempt purpose
Valparaiso Parks and Recreation Foundation
3210 CampbellvalparaisoIN46383351756907government$9,216to assist the organization in furthering its exempt purpose
Valparaiso University
Kretzmann HallvalparaisoIN46383350868125government$23,515to assist the organization in furthering its exempt purpose
VISITING NURSE ASSOCIATON FOUNDATION
2401 VALLEY DRIVEVAlparaisoIN46383351655711501(c)(3)$66,415to assist the organization in furthering its exempt purpose
Way Station
PO Box 3826FrederickMD21705521162749501(c)(3)$99,500to assist the organization in furthering its exempt purpose
Worldwide Studies Center
19 Wellington Oaks CircleDentonTX76210501(c)(3)$12,000to assist the organization in furthering its exempt purpose
FieldValueIRS element (for citing)
Total501c3 Org82Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient29RecipientCnt
Cash Grant$42,750CashGrantAmt

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 two times 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 Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$162,130NoncashContributionsRptF990Amt
Method Of Determining RevenuesfmvMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
Explanationa broker is used to sell stock giftsExplanationTxt

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 11An 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. SHE 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 -433,880. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -47,405.
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$348,864TotalIncomeAmt
End Of Year Assets$373,746EndOfYearAssetsAmt

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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