2012-10-30T16:04:14-05:00 2011-12-31 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2011-01-01 352000788 PORTER COUNTY COMMUNITY FOUNDATION INC PORT 2194650294 PO BOX 302 VALPARAISO IN 46384 BARBARA A YOUNG 2194650294 2012-09-13 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2012-09-13 2011 2016-02-24 21:20:13Z BARBARA A YOUNG PO BOX 302 VALPARAISO IN 46384 29171768 0 X WWW.PORTERCOUNTYFOUNDATION.ORG X 1996 IN THE PORTER COUNTY COMMUNITY FOUNDATION LEADS, UNITES AND SUPPORTS GIVING TO MAKE A DIFFERENCE IN PORTER COUNTY TODAY, TOMORROW AND FOREVER. 30 30 6 30 0 0 2149125 1187975 0 0 1356635 -566963 0 130695 3505760 751707 1873074 1974216 0 0 326302 339693 0 0 302674 432375 359638 2631751 2673547 874009 -1921840 33856785 30170575 7600312 6422332 26256473 23748243 THE PORTER COUNTY COMMUNITY FOUNDATION LEADS, UNITES AND SUPPORTS GIVING TO MAKE A DIFFERENCE IN PORTER COUNTY TODAY, TOMORROW AND FOREVER. 0 0 2132915 1974216 THE 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. 2132915 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X BRENDA SHEETZ 2194650294 57 S FRANKLIN STREET SUITE 207 VALPARAISO IN 46383 FRED BERGLUND 1.00 X 0 0 0 WILLIAM P MAAR 1.00 X 0 0 0 DEBORA BUTTERFIELD 1.00 X 0 0 0 MARK MAASSEL 1.00 X X 0 0 0 LAURA CAMPBELL 1.00 X X 0 0 0 JANE MAXWELL 1.00 X 0 0 0 DR JOHN FELTON 1.00 X 0 0 0 JONATHAN NALLI 1.00 X 0 0 0 STEPHANIE GERDES 1.00 X 0 0 0 RALPH NEFF 1.00 X 0 0 0 TRICIA GENO 1.00 X 0 0 0 DOUGLAS OLSON 1.00 X 0 0 0 MINAKSHI GHUMAN 1.00 X 0 0 0 GERARD PANNEKOEK 1.00 X 0 0 0 JOHN HANNON 1.00 X 0 0 0 LESLIE PLESAC 1.00 X 0 0 0 HEATHER HARRIGAN 1.00 X 0 0 0 PAUL REISEN 1.00 X X 0 0 0 BILL HIGBIE 1.00 X 0 0 0 DAVID ROSE 1.00 X 0 0 0 DAVID A KELLY 1.00 X 0 0 0 GREGORY SOBKOWSKI 1.00 X X 0 0 0 SUSAN KELLY-JOHNSON 1.00 X 0 0 0 SPERO VALAVANIS 1.00 X 0 0 0 SHARON KISH 1.00 X 0 0 0 WILLIAM WAGNER 1.00 X 0 0 0 R BRADLEY KOEPPEN 1.00 X 0 0 0 KATHARINE WEHLING 1.00 X 0 0 0 JOHN LEETZ 1.00 X 0 0 0 LINDA WOLOSHANSKY 1.00 X 0 0 0 BARBARA YOUNG 40.00 X 115538 0 13948 BRENDA SHEETZ 40.00 X 70552 0 8024 186090 0 21972 1 0 0 0 0 1187975 30099 1187975 832325 832325 26752092 160060 28311440 0 -1559348 160060 -1399288 -1399288 239316 108621 130695 130695 751707 0 0 -436268 1936966 1936966 37250 37250 208061 52016 52016 104029 104611 26152 26153 52306 1200 300 300 600 4000 1000 1000 2000 21821 5456 5455 10910 18197 6187 6005 6005 29251 9945 9653 9653 90825 90825 1758 1758 50761 50761 44996 15298 14849 14849 9665 3285 3190 3190 42703 2135 40568 11360 3749 3862 3749 5011 1503 3508 7921 2693 2614 2614 5485 5485 RESOURCE DEVELOPMENT 31115 31115 MISC 6991 6991 DUES AND SUBSCRIPTIONS 3599 2159 1440 2673547 2132915 237958 302674 2297107 3371992 371487 327063 120000 120000 2394 2394 153588 146610 12635 6978 29885718 25104434 1167444 1237714 33856785 30170575 439 124353 137048 7375195 6200741 100764 84104 7600312 6422332 X 1686130 1646682 24570343 22101561 26256473 23748243 33856785 30170575 X -1921840 -586390 X X 0 1 1 X 0 X 9206739 2923411 4911238 2149125 1427291 20617804 9206739 2923411 4911238 2149125 1427291 20617804 7503941 13113863 503509 685405 568718 462765 832325 3052722 23670526 0.55400 0.55310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 503302 1007397 5842883 1 1 0 1 23824851 1179613 -1646938 1473046 187617 21696863 21319204 1145724 3174779 1613318 201538 23824851 18231076 1908886 2526288 1172310 174736 21319204 24480904 1316629 -5490184 1452385 460792 163096 18231076 0.05000 0.95000 0 0 61570 60752 818 92018 85858 6160 6978 GIFT ANNUITIES PAYABLE 76648 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 7456 84104 751707 2673547 -1921840 -1833831 1247441 -586390 -2508230 52355 -1833831 418528 -1415303 1467658 90825 -806776 -715951 751707 2560585 345541 345541 2215044 90825 367678 458503 2673547 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 AND 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 8 - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 1,174,454. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 72,987. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,247,441. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT 72,987. ADMINISTRATIVE FEES 236,920. SPECIAL EVENTS 108,621. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT -806,776. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 236,920. SPECIAL EVENTS 108,621. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 367,678. EVENT 1 153665 153665 37728 EVENT 2 50396 50396 26324 1 35255 35255 44568 239316 239316 108620 108620 130696 1 GOLF SUPPORTS OUR TROOPS 1 KLARA COURT MADISON NJ 07940 205739092 501(C) 7500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CAMPUS CRUSADE FOR CHRIST 100 LAKE HEART DRIVE ORLANDO FL 32832 501(C) 8200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PARENTS AS TEACHERS OF PORTER COUNTY IN 100 W BEAM STREET PORTER IN 46304 300225120 501(C) 318832 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CRISIS CENTER INC 101 N MONTGOMERY STREET GARY IN 46403 351324480 501(C) 58013 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SOUTH SHORE ARTS 1040 RIDGE ROAD MUNSTER IN 46321 237049722 501(C) 57153 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TEENPACT 10570 CR 2180 WHITEHOUSE TX 75791 582252295 501(C) 5585 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SECOND HELPINGS 1121 S EASTERN AVE INDIANAPOLIS IN 46202 351484281 501(C) 7000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO FAMILY YMCA 1201 CUMBERLAND CROSSING DRIVE VALPARAISO IN 46383 350876401 501(C) 19827 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TREASURER PORTER COUNTY 155 INDIANA AVE VALPARAISO IN 46383 GOVERNMENT 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE RECYLCING AND WASTE REDUCTION DISTRICT OF PORT 155 INDIANA AVE SUITE 314 VALPARAISO IN 46383 GOVERNMENT 8865 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HARMONY FOUNDATION 1600 FISH HATCHERY ROAD ESTES PARK CO 80517 840594732 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CITY OF VALPARAISO 166 LINCOLNWAY VALPARAISO IN 46383 GOVERNMENT 20000 TREES IMMANUEL LUTHERAN CHURCH 1700 MONTICELLO PARK DRIVE VALPARAISO IN 46383 501(C) 6000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE NORTHWESTERN INDIANA LUTHERAN HISPANIC MISSION SOCIETY INC 1700 MONTICELLO PARK DRIVE VALPARAISO IN 46383 261838551 501(C) 5750 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HOUSING OPPORTUNITIES INC 2001 CALUMET VALPARAISO IN 46383 351965214 501(C) 19934 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MARKETPLACE MINISTRIES 2001 W PLANO PARKWAY SUITE 3200 PLANO TX 75075 751977793 501(C) 30000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE LAKE AREA UNITED WAY INC 221 WEST RIDGE ROAD GRIFFITH IN 46319 237170019 501(C) 15566 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MALE EMPOWERMENT NETWORK INC 2212 W 10TH AVENUE GARY IN 46403 760810803 501(C) 12301 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE THE CHURCH OF THE REDEEMER 222 S PALM AVE SARASOTA FL 34236 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 173RD STREET HAMMOND IN 463232094 351995603 501(C) 7855 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DENTON BIBLE CHURCH 2300 E UNIVERSITY DRIVE DENTON TX 76209 751607582 501(C) 35500 GENERAL SUPPORT GRANTS INC 2400 NEW YORK AVE STE 607 WHITING IN 46394 432005141 501(C) 37500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VISITING NURSE ASSOCIATION FOUNDATION INC 2401 VALLEY DRIVE VALPARAISO IN 46383 351655711 501(C) 78238 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VISITING NURSE ASSOCIATION OF PORTER COUNTY 2401 VALLEY DRIVE VALPARAISO IN 46383 351174866 501(C) 12871 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE BEAR CREEK ELEMENTARY SCHOOL 2500 TABLE MESA DRIVE BOULDER CO 80305 GOVERNMENT 7000 GENERAL SUPPORT VALPARAISO HIGH SCHOOL 2727 N CAMPBELL ST VALPARAISO IN 46385 356006494 GOVERNMENT 11000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE OPPORTUNITY ENTERPRISES INC 2801 EVANS AVENUE VALPARAISO IN 46383 351136833 501(C) 74961 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTAGE TOWNSHIP YMCA 3100 WILLOWCREEK ROAD PORTAGE IN 46368 351404478 501(C) 30053 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MANATEE COMMUNITY FOUNDATION 3103 MANATEE AVE WEST BRADENTON FL 34205 650833500 501(C) 17500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE THE CARING PLACE INC 3107 CASCADE DRIVE VALPARAISO IN 46383 310944075 501(C) 52010 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO PARKS AND RECREATION FOUNDATION 3210 CAMPBELL VALPARAISO IN 46383 351756907 501(C) 32827 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE WHISPERING PINES HEALTH CARE CENTER 3301 N CALUMET AVE VALPARAISO IN 46383 356035944 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PINES VILLAGE RETIREMENT COMMUNITIES 3303 PINES VILLAGE CIRCLE VALPARAISO IN 46383 311118091 501(C) 13172 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE JACOB'S LADDER PEDIATRIC REHAB CENTER 332 WEST 806 NORTH VALPARAISO IN 46385 352052681 501(C) 10000 UPGRADE INFORMATION TECHNOLOGY SYSTEMS MORAINE HOUSE 353 W LINCOLNWAY VALPARAISO IN 46383 351379793 501(C) 11044 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MENTAL HEALTH AMERICA IN PORTER COUNTY 402 EAST INDIANA AVE VALPARAISO IN 46383 351855589 501(C) 8000 MEDICATIONS FOR BRIDGING THE GAP PROGRAM PORTAGE RESALE SHOP INC 404 W US HIGHWAY 6 VALPARAISO IN 46383 364542825 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SHIRLEY HEINZE LAND TRUST INC 444 BARKER ROAD MICHIGAN CITY IN 46360 352153969 501(C) 7033 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HEALTHLINC INC 454 S COLLEGE AVE VALPARAISO IN 46383 352147791 501(C) 21212 NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTER FORUM FOR TIM WARNER AND BETH WROBEL; DENTAL EQUIPMENT; DIGITAL BLOOD PRESSURE MACHINES AND OTOSCOPES IVY TECH FOUNDATION 50 W FALL CREEK PARKWAY NORTH DRIVE DRIVE INDIANAPOLIS IN 46208 237073977 501(C) 35542 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ST ANDREW'S EPISCOPAL CHURCH 505 BULLSEYE LAKE ROAD VALPARAISO IN 46383 351335827 501(C) 10775 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ASSOCIATION FOR COMMUNITY LIVING 5744 NORTH 71ST STREET LONGMONT CO 80503 840637899 501(C) 9000 GENERAL SUPPORT TRADEWINDS REHABILITATION CENTER INC 5901 W 7TH AVE GARY IN 46403 351139485 501(C) 90171 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FIRST CONTACT CHRISTIAN RESOURCE AND REF 61 INDIANA AVENUE SUITE D VALPARAISO IN 46383 351876230 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FAMILY HOUSE INC 610 GLENDALE BOULEVARD VALPARAISO IN 46383 351511473 501(C) 5971 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE NORTHSHORE HEALTH CENTERS 6450 US HIGHWAY 6 PORTAGE IN 46368 352028588 501(C) 16750 BONE DENSITY TESTING EQUIPMENT; VITAL SIGNS EQUIPMENT INDIANA DUNES ENVIRONMENTAL LEARNING CENTER 700 HOWE ROAD CHESTERTON IN 46304 352031658 501(C) 5500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SARASOTA BAPTIST CHURCH 7091 PROCTOR ROAD SARASOTA FL 34240 501(C) 15000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TALTREE ARBORETUM & GARDENS FOUNDATION 71 NORTH 500 WEST VALPARAISO IN 46385 352032442 501(C) 10221 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DUNEBROOK 7451 W JOHNSON ROAD MICHIGAN CITY IN 46360 351781854 501(C) 5750 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 650481674 501(C) 10000 GENERAL SUPPORT EARTH EXPLORERS INC 900 BASELINE ROAD BOULDER CO 80302 451620528 501(C) 9000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CATHOLIC CHARITIES OF THE DIOCESE OF GARY 940 BROADWAY GARY IN 46402 351122204 501(C) 6194 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE UNITED WAY OF PORTER COUNTY INC 951 EASTPORT CENTRE DRIVE VALPARAISO IN 46384 356006484 501(C) 11221 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE UNIVERSITY OF COLORADO FOUNDATION 970 AURORA AVE BOULDER CO 80302 846049811 501(C) 7000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO UNIVERSITY KRETZMANN HALL VALPARAISO IN 46383 350868125 GOVERNMENT 40074 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SAMARITAN'S PURSE INTERNATIONAL RELIEF P O BOX 3000 BOONE NC 28607 581437002 501(C) 46000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE OUR FAMILY CENTER P O BOX 4253 HAMMOND IN 46323 331111064 501(C) 11380 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE COMMUNITY FOUNDATION OF SARASOTA COUNTY P O BOX 49587 SARASOTA FL 34240 591956886 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HALLETT MINISTRIES INC P O BOX 668 SARASOTA FL 34240 650369992 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE WORLD VISION P O BOX 70359 TACOMA WA 98481 951922279 501(C) 25950 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SALVATION ARMY OF PORTER COUNTY P O BOX 828 PORTAGE IN 46368 135562351 501(C) 13567 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE GRACE BIBLE CHURCH PO BOX 1136 SANGER TX 76226 752122247 501(C) 8800 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DISCOVERIES UNLIMITED PO BOX 1670 VALPARAISO IN 46384 263767195 501(C) 12500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE; STEM MONITORING PROGRAM REBUILDING TOGETHER - PORTAGE PO BOX 2511 PORTAGE IN 46368 352030513 501(C) 5500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE BOYS & GIRLS CLUBS OF PORTER COUNTY PO BOX 254 VALPARAISO IN 46384 351262439 501(C) 49002 LUNCHROOM TABLES/LEARNING CENTER COUNTERTOPS AND COMPUTERS; GENERAL SUPPORT SALVATION ARMY OF SARASOTA PO BOX 2792 SARASOTA FL 34230 135562351 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE LAKESHORE PAWS PO BOX 313 VALPARAISO IN 46384 451658156 501(C) 33459 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE RESURRECTION HOUSE INC PO BOX 398 SARASOTA FL 34230 650096171 501(C) 9000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SARASOTA AUDUBON SOCIETY PO BOX 52132 SARASOTA FL 34232 237382804 501(C) 62000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE REBUILDING TOGETHER - DUNELAND PO BOX 644 CHESTERTON IN 46304 352006299 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FRONTLINE FOUNDATIONS INC PO BOX 922 CHESTERTON IN 46304 260446134 501(C) 12200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE 72 0 SCHOLARSHIPS 38 37250 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT 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. X 4 30099 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN HANNON AND GREGG SOBKWOSKI HAVE A BUSINESS RELATIONSHIP. LINDA WOLOSHANSKY AND SHAUNNA FINLEY HAVE A BUSINESS RELATIONSHIP. STEPHANIE GERDES AND BILL WAGNER HAVE A BUSINESS RELATIONSHIP. STEPHANIE GERDES AND JANE MAXWELL HAVE A BUSINESS RELATIONSHIP. STEPHANIE GERDES AND BARB YOUNG HAVE A BUSINESS RELATIONSHIP. SPERO VALAVANIS AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. CAROL HALL AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. CAROL HALL AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. SHARON KISH AND LINDA WOLOSHANSKY HAVE A BUSINESS RELATIONSHIP. SPERO VALAVANIS AND DAVE ROSE HAVE A BUSINESS RELATIONSHIP. DAVE ROSE AND KENT MISHLER HAVE A BUSINESS RELATIONSHIP. KENT MISHLER AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. DOUG OLSON AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. DAVE ROSE AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. JON LEETZ AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 AN 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 12C A SUMMARY OF THE CONFLICTS LISTED BY EACH BOARD MEMBER IS DISTRIBUTED TO THE GOVERNANCE COMMITTEE FOR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 EACH 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 GRANTMAKERS 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 19 THE FINANCIAL STATEMENTS ARE PUBLICIZED IN THE ANNUAL REPORT AND ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,833,831. SFAS 136 ADJUSTMENT 1,174,454. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 72,987. TOTAL TO FORM 990, PART XI, LINE 5: -586,390. CHANGES IN PROCEDURES OF AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. THE DISCOVERY ALLIANCE 56 S WASHINGTON SUITE 302 VALPARAISO IN 46383 352112155 SUPPORTING ORGANIZATION IN 501(C)(3) 11 C (TYPE III) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE DISCOVERY ALLIANCE C 5932 FMV