2011-08-10T13:21:58-05:00 2010-12-31 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2010-01-01 352000788 PORTER COUNTY COMMUNITY FOUNDATION INC PORT 2194650294 PO BOX 302 VALPARAISO IN 46384 BARBARA A YOUNG 2194650294 2011-08-09 1 KANDY L WISCHMEIER CPA 8125228416 2011-08-08 2010 2016-02-24 21:20:13Z BARBARA A YOUNG PO BOX 302 VALPARAISO IN 46384 16785705 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. 28 28 5 38 0 0 4700520 2149125 0 0 990232 1356635 210683 0 5901435 3505760 1444632 1873074 0 0 313897 326302 0 0 350142 569427 432375 2327956 2631751 3573479 874009 29961049 33856785 6220309 7600312 23740740 26256473 THE PORTER COUNTY COMMUNITY FOUNDATION LEADS, UNITES AND SUPPORTS GIVING TO MAKE A DIFFERENCE IN PORTER COUNTY TODAY, TOMORROW AND FOREVER. 0 0 2037715 1873074 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. 2037715 1 1 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 28 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 DAVID ROSE 1.00 X 0 0 0 PAUL REISEN 1.00 X X 0 0 0 FRED BERGLUND 1.00 X 0 0 0 JANE MAXWELL 1.00 X 0 0 0 LESLIE PLESAC 1.00 X 0 0 0 KENNETH ELWOOD 1.00 X 0 0 0 JOHN HANNON 1.00 X 0 0 0 DAVID KELLY 1.00 X 0 0 0 WILLIAM WAGNER 1.00 X 0 0 0 RALPH NEFF 1.00 X 0 0 0 SHARON KISH 1.00 X 0 0 0 R BRADLEY KOEPPEN 1.00 X X 0 0 0 LINDA WOLOSHANSKY 2.00 X X 0 0 0 MARK MAASSEL 1.00 X X 0 0 0 DEBORA BUTTERFIELD 1.00 X 0 0 0 DR JOHN FELTON 1.00 X 0 0 0 STEPHANIE GERDES 1.00 X 0 0 0 MINAKSHI GHUMAN 1.00 X 0 0 0 HEATHER HARRIGAN 1.00 X 0 0 0 BILL HIGBIE 1.00 X 0 0 0 SUSAN KELLY-JOHNSON 1.00 X 0 0 0 JON LEETZ 1.00 X 0 0 0 WILLIAM P MAAR 1.00 X 0 0 0 JONATHAN NALLI 1.00 X 0 0 0 GREGORY SOBKOWSKI 1.00 X 0 0 0 SPERO VALAVANIS 1.00 X 0 0 0 GERARD PANNEKOEK 1.00 X 0 0 0 TRICIA GENO 1.00 X 0 0 0 BARBARA YOUNG 40.00 X 112238 0 12643 BRENDA SHEETZ 40.00 X 68156 0 7286 180394 0 19929 1 0 0 0 0 2149125 2149125 462765 462765 14154615 19200 13279945 874670 19200 893870 893870 3505760 0 0 1356635 1839474 1839474 33600 33600 200323 50081 50081 100161 98844 24710 24711 49423 5763 1441 1441 2881 21372 5343 5343 10686 8585 2919 2833 2833 28900 9826 9537 9537 75945 75945 533 533 59714 59714 49735 16909 16413 16413 47328 2366 44962 6197 2045 2107 2045 965 289 676 14109 4797 4656 4656 4474 4474 RESOURCE DEVELOPMENT 43424 43424 SPECIAL EVENTS 42627 42627 MISC 37860 37860 SOFTWARE 8405 2857 2774 2774 DUES AND SUBSCRIPTIONS 3574 2144 1430 2631751 2037715 243894 350142 4483423 2297107 341165 371487 120000 2394 2394 151323 138688 24311 12635 23878286 29885718 1231470 1167444 29961049 33856785 125060 124353 5981280 7375195 113969 100764 6220309 7600312 X 1493537 1686130 22247203 24570343 23740740 26256473 29961049 33856785 X 874009 1641724 X X 0 1 1 X 0 X 2021337 9206739 2923411 4911238 2149125 21211850 2021337 9206739 2923411 4911238 2149125 21211850 7907974 13303876 620700 503509 685405 568718 462765 2841097 24052947 0.55310 0.59320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 719574 1014753 6785940 1 1 0 1 21319204 1145724 3174779 1613318 201538 23824851 18231076 1908886 2526288 1172310 174736 21319204 24480904 1316629 -5490184 1452385 460792 163096 18231076 0.03000 0.97000 0 0 61570 58948 2622 89753 79740 10013 12635 GIFT ANNUITIES PAYABLE 92624 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 8140 100764 3505760 2631751 874009 3099832 -1458108 1641724 2515733 5043322 3099832 188772 3288604 1754718 75945 1675097 1751042 3505760 2527589 252965 252965 2274624 75945 281182 357127 2631751 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT -1,393,915. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -64,193. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT -64,193. ADMINISTRATIVE FEES 252,965. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 1,675,097. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 252,965. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 281,182. 1 ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 650481674 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE BOYS & GIRLS CLUBS OF PORTER COUNTY PO BOX 254 VALPARAISO IN 46384 351262439 501(C) 36020 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE ORLANDO FL 32832 501(C) 7200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE THE CARING PLACE INC 3107 CASCADE DRIVE VALPARAISO IN 463839123 310944075 501(C) 15651 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CATHOLIC CHARITIES OF THE DIOCESE OF GARY 940 BROADWAY GARY IN 46402 351122204 501(C) 6244 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CENTER FOR WORKFORCE INNOVATIONS 2804 BOILERMAKER CT VALPARAISO IN 46383 352099782 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) 8029 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CHRISTIAN COMMUNITY ACTION 2001 CALUMET VALPARAISO IN 46383 351101169 501(C) 20200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE COLLEGE MENTORS FOR KIDS 212 WEST 10TH STREET B260 INDIANAPOLIS IN 46202 352002052 501(C) 5000 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 CRISIS CENTER INC 101 N MONTGOMERY STREET GARY IN 46403 351324480 501(C) 41898 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DEAF SERVICES INC 6 EAST 67TH AVENUE MERRILLVILLE IN 46411 351433171 501(C) 11200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DUNELAND FAMILY YMCA 215 ROOSEVELT STREET CHESTERTON IN 46304 351404559 501(C) 15990 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE EVERY CHILD MINISTRIES P O BOX 810 HEBRON IN 46341 311162331 501(C) 5500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FAIR HAVEN CENTER FOR WOMEN INC 2645 RIDGE ROAD HIGHLAND IN 46322 203710770 501(C) 6279 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FAMILY HOUSE INC 610 GLENDALE BOULEVARD VALPARAISO IN 46383 351511473 501(C) 8000 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 FOOD BANK OF NORTHWEST INDIANA 2248 W 35TH STREET GARY IN 46403 351528285 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE GABRIEL'S HORN P O BOX 943 PORTAGE IN 46368 320075800 501(C) 7917 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE GOLF SUPPORTS OUR TROOPS 1 KLARA COURT MADISON NJ 07940 205739092 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE GRANTS INC P O BOX 10681 MERRILLVILLE IN 46411 432005141 501(C) 25000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HABITAT FOR HUMANITY OF GREATER VALPARAISO PO BOX 492 VALPARAISO IN 46383 351939152 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) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HAROLD HAL KELLEY RESPITE FOUNDATION 1408 CHICAGO STREET VALPARAISO IN 46383 264398254 501(C) 8000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HEBRON VOLUNTEER FIRE DEPT 109 N WASHINGTON STREET HEBRON IN 46341 352140390 501(C) 9400 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HOUSING OPPORTUNITIES INC 2001 CALUMET VALPARAISO IN 46383 351965214 501(C) 22050 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE INDIANA DUNES ENVIRONMENTAL LEARNING CENTER 700 HOWE ROAD CHESTERTON IN 46304 352031658 501(C) 11000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE LAKE AREA UNITED WAY INC 221 WEST RIDGE ROAD GRIFFITH IN 46319 237170019 501(C) 241265 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MALE EMPOWERMENT NETWORK INC 2212 W 10TH AVENUE GARY IN 46403 760810803 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MANATEE COMMUNITY FOUNDATION 3103 MANATEE AVE WEST BRADENTON FL 34205 650833500 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MARKETPLACE MINISTRIES 2001 W PLANO PARKWAY SUITE 3200 PLANO TX 75075 751977793 501(C) 25000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MARSHALL COUNTY COMMUNITY FOUNDATION 2701 N MICHIGAN STREET PLYMOUTH IN 46563 351826870 501(C) 25000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MEALS ON WHEELS OF MANATEE 811 23RD AVE EAST BRADENTON FL 34205 591420986 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MISSION WACO 1315 NORTH FIFTEENTH STREET WACO TX 76707 742605621 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MORGAN TOWNSHIP VOLUNTEER FIRE DEPARTMENT INC 291-2 SOUTH STATE ROAD 49 VALPARAISO IN 46383 351375411 501(C) 6353 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE NEW CREATION BUSINESS ADVOCATES 653 AXE AVENUE VALPARAISO IN 46383 262727532 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE OPPORTUNITY ENTERPRISES INC 2801 EVANS AVENUE VALPARAISO IN 46383 351136833 501(C) 117371 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE OUR FAMILY CENTER P O BOX 4253 HAMMOND IN 46323 331111064 501(C) 5000 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) 29945 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PINES VILLAGE RETIREMENT COMMUNITIES 3303 PINES VILLAGE CIRCLE VALPARAISO IN 46383 311118091 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTAGE COMMUNITY THEATRE INC P O BOX 605 PORTAGE IN 46368 611471934 501(C) 9173 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTAGE RESALE SHOP INC 404 W US HIGHWAY 6 VALPARAISO IN 46383 364542825 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTAGE TOWNSHIP YMCA 3100 WILLOWCREEK ROAD PORTAGE IN 46368 351404478 501(C) 15677 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTER COUNTY AGING AND COMMUNITY SERVIC 1005 CAMPBELL STREET VALPARAISO IN 46385 351296781 501(C) 11400 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTER TOWNSHIP SCHOOL CORPORATION 248 SOUTH 500 WEST VALPARAISO IN 46383 311041164 501(C) 5500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTER-STARKE SERVICES FOUNDATION 601 WALL STREET VALPARAISO IN 46383 311087577 501(C) 8000 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 6800 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SALVATION ARMY OF PORTER COUNTY P O BOX 828 PORTAGE IN 46368 135562351 501(C) 13723 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SAMARITAN'S PURSE INTERNATIONAL RELIEF P O BOX 3000 BOONE NC 28607 581437002 501(C) 21500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SARASOTA BAPTIST CHURCH 7091 PROCTOR ROAD SARASOTA FL 34240 501(C) 38000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SHIRLEY HEINZE LAND TRUST INC 444 BARKER ROAD MICHIGAN CITY IN 46360 352153969 501(C) 5878 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ST AGNES ADULT DAY SERVICE CENTER 1859 HARRISON BLVD VALPARAISO FL 46383 352016060 501(C) 8738 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ST TERESA OF AVILA 1511 LAPORTE AVENUE VALPARAISO FL 46383 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TRADEWINDS REHABILITATION CENTER INC 5901 W 7TH AVE GARY IN 46403 351139485 501(C) 63561 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) 11400 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE URSULINE HISTORICAL FOUNDATION 2300 CENTRAL AVE GREAT FALLS MT 59401 810436302 501(C) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO FAMILY YMCA 1201 CUMBERLAND CROSSING DRIVE VALPARAISO IN 46383 350876401 501(C) 7422 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO HIGH SCHOOL DOLLARS FOR SCHOL 3801 N CAMPBELL STREET VALPARAISO IN 46385 061250490 501(C) 11568 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO UNIVERSITY KRETZMANN HALL VALPARAISO IN 46383 350868125 GOVERNMENT 45140 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VISITING NURSE ASSOCIATION FOUNDATION INC 2401 VALLEY DRIVE VALPARAISO IN 46383 351655711 501(C) 61367 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VISITING NURSE ASSOCIATION OF PORTER COUNTY 2401 VALLEY DRIVE VALPARAISO IN 46383 351174866 501(C) 25000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE WOODLAND SAVANA LAND CONSERVANCY P O BOX 1042 VALPARAISO IN 46383 562411084 501(C) 7000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE WORLD VISION P O BOX 70359 TACOMA WA 98481 951922279 501(C) 21500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FRONTLINE FOUNDATIONS INC PO BOX 922 CHESTERTON IN 46304 260446134 501(C) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE GRACE BIBLE CHURCH PO BOX 1136 SANGER TX 76226 752122247 501(C) 9800 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HEALTHLINC 454 S COLLEGE AVE VALPARAISO IN 46383 352147791 501(C) 23911 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HILLTOP NEIGHBORHOOD HOUSE 460 S COLLEGE AVE VALPARAISO IN 46383 351971819 501(C) 57587 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MORAINE HOUSE 353 W LINCOLNWAY VALPARAISO IN 46383 351379793 501(C) 5800 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTER COUNTY ASSOCIATION FOR HANDICAPPED CHILDREN & ADULTS 53 E ENGEL DRIVE VALPARAISO IN 46383 237422242 501(C) 8000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE PORTER-STARKE SERVICES INC 601 WALL STREET VALPARAISO IN 46383 351330771 501(C) 25000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE REILLY C BUSH MEMORIAL FOUNDATION INC PO BOX 208 VALPARAISO IN 46384 611522390 501(C) 40208 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SOUTH SHORE ARTS 1040 RIDGE ROAD MUNSTER IN 46321 237049722 501(C) 65000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ST ANDREW'S EPISCOPAL CHURCH 505 BULLSEYE LAKE ROAD VALPARAISO IN 46383 351335827 501(C) 12900 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO HIGH SCHOOL 2727 N CAMPBELL ST VALPARAISO IN 46385 356006494 GOVERNMENT 7500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE 74 SCHOLARSHIPS 37 33600 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. FORM 990, PART VI, SECTION A, LINE 2 SPERO VALAVANIS AND DAVE ROSE HAVE A BUSINESS RELATIONSHIP. LINDA WOLOSHANSKY AND SHARON KISH HAVE A BUSINESS RELATIONSHIP. DAVE ROSE, MARK MAASSEL AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. DEBORA BUTTERFIELD, JONATHAN NALLI, DAVE ROSE, AND MARK MAASSEL HAVE A BUSINESS RELATIONSHIP. MARK MAASSEL, JONATHAN NALLI, AND SHARON KISH 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 GAINS ON INVESTMENTS: 3,099,832. SFAS 136 ADJUSTMENT -1,393,915. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -64,193. TOTAL TO FORM 990, PART XI, LINE 5: 1,641,724. CHANGES IN PROCEDURES OF AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN 2010. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0