2023-10-05T12:47:13-04:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2023-10-02 true MAGGI SPARTZ 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-10-03 2022 2023-04-26 12:10:37Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 10523847 false X WWW.UFLC.NET X 1991 IN UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. 15 15 7 0 4748328 1471309 622182 602812 2089854 1749114 38503 89182 7498867 3912417 1401843 1805668 0 448593 393966 0 246267 1183032 1232125 3033468 3431759 4465399 480658 47494280 40050237 2429292 1633152 45064988 38417085 X UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY 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true false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false IN X X MARGARET SPARTZ 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 JON GILMORE CHAIR 2.00 X X 0 0 0 EDWARD VOLK VICE CHAIR 2.00 X X 0 0 0 DR VIDYA KORA SECRETARY 2.00 X X 0 0 0 MARTI SWANSON TREASURER 2.00 X X 0 0 0 ELIZABETH BERNEL AT-LARGE 2.00 X X 0 0 0 MICHAEL BRENNAN AT-LARGE 2.00 X X 0 0 0 PAUL APPLEGATE DIRECTOR 2.00 X 0 0 0 DIANA KABELIN CORLEY DIRECTOR 2.00 X 0 0 0 ANGELA NELSON DEUITCH DIRECTOR 2.00 X 0 0 0 DR BARBARA EASON-WATKINS DIRECTOR 2.00 X 0 0 0 LAURA FRANCESCONI DIRECTOR 2.00 X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 X 0 0 0 RONALD RAGAINS DIRECTOR 2.00 X 0 0 0 SCOTT RICE DIRECTOR 2.00 X 0 0 0 KIM SAUERS DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 40.00 X 130383 0 0 130383 1 false false false MASON INVESTMENT ADVIOSRY SERVICES INC 11921 FREEDOM DR STE 1000 RESTON VA 20190 ADVISORY 113975 1 1471309 14829 1471309 ADMINISTRATIVE FEE REVENUE 900099 516593 516593 RENTAL 86219 86219 602812 1246899 1246899 7113645 6611005 425 502640 -425 502215 502215 SPECIAL EVENTS 57020 57020 PROJECT FEES 32162 32162 89182 3912417 1018808 1422300 1467597 1467597 338071 338071 130383 44330 39115 46938 163423 55564 49027 58832 72793 24750 21838 26205 27367 9305 8210 9852 516593 516593 73031 7303 65728 134750 134750 26413 26413 36843 12525 11056 13262 53653 18242 16096 19315 33602 11425 10080 12097 9410 941 4705 3764 8047 2736 2414 2897 43597 14823 13079 15695 16353 5560 4906 5887 PROGRAM EXPENSES 219011 219011 SPECIAL EVENTS 38302 13023 11490 13789 DONOR DEVELOPMENT 14543 14543 DUES AND SUBSCRIPTIONS 7977 4068 718 3191 3431759 2792280 393212 246267 1428088 1515899 6060 743326 305082 411335 438244 45370333 37777846 284524 312188 47494280 40050237 49626 83587 132525 25888 2247141 1523677 2429292 1633152 X 2254182 1796735 42810806 36620350 45064988 38417085 47494280 40050237 X 480658 -7448085 319524 X 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3912417 3299763 66348 66348 3233415 134750 63594 198344 3431759 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR COMMUNITY SUPPORT. SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 65,719 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME -190,211 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 63,594 true ARTS IN THE PARK PO BOX 47 LA PORTE IN 46352 320117698 501C3 8139 ARTS BOYS & GIRLS CLUB OF BLOOMINGTON 311 S LINCOLN ST BLOOMINGTON IN 47401 350997525 501C3 7000 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB LAPORTE COUNTY 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 37153 YOUTH DEVELOPMENT CATHOLIC CHARITIES 940 BROADWAY GARY IN 46402 351122204 501C3 9730 RELIGION CENTER TOWNSHIPTRUSTEE LA PORTE COUNTY 1108 W STATE ROAD 2 LA PORTE IN 46350 356003157 GOV 17214 HOUSING AND SHELTER CITIZENS CONCERNED FOR THE HOMELESS INC PO BOX 8612 MICHIGAN CITY IN 463618612 351842668 501C3 21537 OPERATIONS/PROGRAMS DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 30400 HUMAN SERVICES FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 11800 HEALTH FRANCISCAN HEALTH MICHIGAN CITY 3500 FRANCISCAN WAY MICHIGAN CITY IN 46360 351955283 501C3 5203 HEALTH FRIENDS OF LA PORTE COUNTY LIBRARY 904 INDIANA AVE LA PORTE IN 463503435 351495941 501C3 58940 EDUCATIONAL FRIENDSHIP BOTANIC GARDENS PO BOX 8834 MICHIGAN CITY IN 46361 356044071 501C3 21063 ENVIRONMENTAL GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 809 WASHINGTON ST SUITE A LA PORTE IN 46350 352146258 501C3 153768 BUSINESS RETENTION HOLY FAMILY PARISH SACRED HEART CATHOLIC CHURCH 201 BACH STREET LA PORTE IN 46350 8408 RELIGION HOMEWARD BOUND INC PO BOX 9214 MICHIGAN CITY IN 463503435 814250048 501C3 9041 ANIMAL HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 6564 HOUSING AND SHELTER HUMANE SOCIETY OF LAPORTE & BERRIEN COUNTIES INC 722 IN HWY 212 MICHIGAN CITY IN 46360 356031959 501C3 5762 ANIMAL RELATED INTERFAITH COMMUNITY PADS INC PO BOX 38 PORTAGE IN 46368 820630000 501C3 36601 RELIGIOUS INTREPID PHOENIX 211 OUTLOOK COVE DRIVE LA PORTE IN 46350 821675483 501C3 6807 HEALTH IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 5080 EDUCATIONAL JACK AND SHIRLEY LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 23462 ARTS AND CULTURE JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY INC 550 EAST WALLEN ROAD FORT WAYNE IN 46825 351458558 501C3 7679 OPERATING SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 97334 EDUCATION LA PORTE COUNTY DRUG FREE PARTNERSHIP 422 FRANKLIN ST SUITE H MICHIGAN CITY IN 46361 352088450 501C3 8471 CRIME LA PORTE COUNTY FAMILY YMCA MICHIGAN CITY 1203 SPRING ST DOOR K MICHIGAN CITY IN 46360 350886851 501C3 23418 YOUTH DEVELOPMENT LA PORTE COUNTY PARKS FOUNDATION PO BOX 419 MICHIGAN CITY IN 46360 311120719 501C3 5434 ENVIRONMENTAL LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 832674324 501C3 56503 ANIMAL RELATED LA PORTE COUNTY SOIL & WATER CONSERVATION DISTRICT 2857 W SR 2 STE B LA PORTE IN 46350 GOV 6285 ENVIRONMENTAL LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 91955 ARTS AND CULTURE LA PORTE HIGH SCHOOL ATHLETIC DEP 602 F ST LA PORTE IN 46350 GOV 9000 RECREATION LA PORTE LITTLE THEATER CLUB PO BOX 1573 LA PORTE IN 46352 356029598 501C3 6591 ARTS AND CULTURE LAKE HILLS STEM MAGNET SCHOOL 201 FERGUSON RD MICHIGAN CITY IN 46360 201030236 GOV 7000 EDUCATION LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 21105 YOUTH DEVELOPMENT MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 7336 EDUCATION MICHIGAN CITY HIGH SCHOOL 8466 W PAHS ROAD MICHIGAN CITY IN 46360 GOV 6124 EDUCATION MICHIGAN CITY MAINSTREET ASSOCIATIO PO BOX 4 MICHIGAN CITY IN 46361 351871015 501C3 34300 ARTS AND CULTURE MICHIGAN CITY MUNICIPAL BAND 616 THURMAN AVE MICHIGAN CITY IN 46360 300144458 501C3 11649 ARTS AND CULTURE MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 6210 LITERACY NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 23500 HEALTH OPEN DOOR COMMUNITY ALLIANCE PO BOX 9726 MICHIGAN CITY IN 46361 351752290 501C3 22143 PROGRAMS/OPERATIONS PALADIN 4315 E MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 8455 OPERATING SUPPORT PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 14500 EDUCATION PURDUE NORTHWEST SINAI FORUM 1401 S US HWY 421 WESTVILLE IN 46391 352013732 501C3 16325 PUBLIC AFFAIRS REINS OF LIFE 55200 QUINCE RD SOUTH BEND IN 46619 310945572 501C3 10500 PROGRAMS/OPERATIONS SAINT MARY'S COLLEGE 110 LE MANS HALL NOTRE DAME IN 46556 237123955 501C3 7321 SCHOLARSHIP SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 501C3 6115 PROGRAMS/OPERATIONS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 501C3 10798 HUMAN SERVICE SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 11613 MENTAL HEALTH SAVE THE DUNES CONSERVATION FUND INC 444 BARKER RD MICHIGAN CITY IN 46360 351915468 501C3 7703 ENVIROMENT SHIRLEY HEINZE LAND TRUST 109 W 700 N VALPARAISO IN 46386 352153969 501C3 5610 ENVIRONMENTAL SOCIAL AND LEARNING INSTITUTE INC 201E GARFIELD ST MUICHIGAN CITY IN 46360 351403244 501C3 10708 HUMAN SERVICE SOUTH SHORE DANCE ALLIANCE 201 N GRIFFITH BLVD GRIFFITH IN 46319 262387698 501C3 7000 DANCE WORKSHOP ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 501C3 15407 RELIGION STANFORD UNIVERSITY BOARD OF TRUSTEES 326 GALVEZ RD STANFORD CA 94305 501C3 10000 EDUCATION STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 27717 FOOD ASST/OPERATIONS UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 13856 HUMAN SERVICE UNIVERSITY OF AKRON DEPARTMENT OF DEVELOPMENT 302 E BUCHTEL AVE AKRON OH 44325 346575496 501C3 5579 SCHOLARSHIP WASHINGTON PARK ZOO 115 LAKESHORE DR MICHIGAN CITY IN 46360 356001108 501C3 5039 ANIMAL RELATED WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 6000 OPERATING SUPPORT YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 22857 HUMAN SERVICE 58 1 SCHOLARSHIPS 204 338071 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION STRIVES TO EMPLOY THE HIGHEST STANDARDS OF GRANT MAKING, EMPLOYING FAIR AND UNBIASED CRITERIA, WHILE ADHERING TO THE PURPOSES OF EACH FUND. IN EVERY CASE, THE STAFF OF THE FOUNDATION SUPERVISES EACH GRANT REVIEW ENTITY TO ASSURE FAIRNESS AND OBJECTIVITY, WHILE RESPECTING THE CONTRIBUTIONS OF COMMITTED VOLUNTEERS. EVERY GRANT IS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. FORM 990 - ORGANIZATION'S MISSION UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. FORM 990, PAGE 6, PART VI, LINE 11B BEFORE FILING, AS SOON AS IT IS AVAILABLE, COPIES OF THE 990 ARE DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND IT IS THEN APPROVED AT THE NEXT BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C EVERY YEAR ALL STAFF MEMBERS, DIRECTORS, AND COMMITTEE MEMBERS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF ANY CONFLICTS ARISE DURING THE YEAR, THEY ARE DISCUSSED AT REGULAR BOARD MEETINGS. IF A POTENTIAL ISSUE EXISTS, THE ISSUE IS RESOLVED WITH THE CONFLICTED MEMBER REMOVED FROM THE DISCUSSION AND SETTLEMENT OF THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION FOR THE PRESIDENT AND OTHER STAFF MEMBERS. DATA FROM THE INDIANA PHILANTHROPY ALLIANCE AND/OR THE COUNCIL ON FOUNDATIONS IS REVIEWED WHEN DETERMINING COMPENSATION. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B SEE ABOVE. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 65,719 AGENCY ENDOWMENT INCOME 190,211 AGENCY ENDOWMENT FUND EXPENSES 63,594 TOTAL 319,524