2024-10-24T13:22:07-04:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2024-10-14 true false THOMAS A ROBERTS P00997867 7652847554 2024-10-14 2023 2024-10-15 13:58:12Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 10613906 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. 17 17 7 0 1471309 2317172 602812 625949 1749114 1557053 89182 46552 3912417 4546726 1805668 1470066 0 393966 654706 0 331995 1232125 1069740 3431759 3194512 480658 1352214 40050237 45563116 1633152 1439874 38417085 44123242 X UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT 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false false false X 17 17 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 0.00 X X 0 0 0 EDWARD VOLK VICE CHAIR 2.00 0.00 X X 0 0 0 DR VIDYA KORA SECRETARY/TR 2.00 0.00 X X 0 0 0 ELIZABETH BERNEL AT-LARGE 2.00 0.00 X X 0 0 0 DIANA KABELIN CORLEY AT-LARGE 2.00 0.00 X X 0 0 0 PAUL APPLEGATE DIRECTOR 2.00 0.00 X 0 0 0 ANGELA NELSON DEUITCH DIRECTOR 2.00 0.00 X 0 0 0 DR BARBARA EASON-WATKINS DIRECTOR 2.00 0.00 X 0 0 0 LAURA FRANCESCONI DIRECTOR 2.00 0.00 X 0 0 0 KATHY HENRICH DIRECTOR 2.00 0.00 X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 0.00 X 0 0 0 STEPHANIE OBERLIE DIRECTOR 2.00 0.00 X 0 0 0 DALE PARKISON DIRECTOR 2.00 0.00 X 0 0 0 RONALD RAGAINS DIRECTOR 2.00 0.00 X 0 0 0 SCOTT RICE DIRECTOR 2.00 0.00 X 0 0 0 KIM SAUERS DIRECTOR 2.00 0.00 X 0 0 0 SETH SPENCER DIRECTOR 2.00 0.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 40.00 0.00 X 140763 0 29652 140763 29652 1 false true false 2317172 93066 2317172 ADMINISTRATIVE FEE REVENUE 900099 527048 527048 RENTAL 98901 98901 625949 1036486 1036486 6587747 6067180 520567 520567 520567 SPECIAL EVENTS 26052 26052 PROJECT FEES 20500 20500 46552 4546726 1047615 1181939 1155761 1155761 314305 314305 140764 47860 42229 50675 361901 123047 108570 130284 111865 38034 33560 40271 40176 13660 12053 14463 527048 527048 52768 5277 47491 152406 152406 26669 26669 37659 12804 11298 13557 53327 18131 15998 19198 46834 15924 14050 16860 20562 2056 10281 8225 45412 15440 13624 16348 14486 4925 4346 5215 PROGRAM EXPENSES 66537 66537 DONOR DEVELOPMENT 11496 11496 REPAIRS & MAINTENANCE 6431 2187 1929 2315 DUES AND SUBSCRIPTIONS 4265 2175 384 1706 3840 1306 1152 1382 3194512 2393146 469371 331995 1515899 1068087 6060 761053 350495 438244 410558 37777846 43707947 312188 376524 40050237 45563116 83587 38375 25888 1523677 1401499 1633152 1439874 X 1796735 2129479 36620350 41993763 38417085 44123242 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4091112 152406 303208 455614 4546726 2718759 66348 66348 2652411 152406 389695 542101 3194512 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 2020, 2021, AND 2022 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 52,411 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 303,208 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 389,695 true ARTS IN THE PARK PO BOX 47 LA PORTE IN 46352 320117698 501C3 5941 GENERAL SUPPORT BOYS AND GIRLS CLUB LAPORTE COUNTY 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 24072 YOUTH DEVELOPMENT CATHOLIC CHARITIES 940 BROADWAY GARY IN 46402 351122204 501C3 7040 SAFE HAVEN CONGREGATION B'NE ZION CEMETARY 128 VALENTINE MICHIGAN CITY IN 46360 356017846 501C3 5835 CEMETARY DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 20026 OPERATING SUPPORT FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 11800 PATIENT NEEDS FRANCISCAN HEALTH MICHIGAN CITY 3500 FRANCISCAN WAY MICHIGAN CITY IN 46360 351955283 501C3 5109 OPERATING SUPPORT FRIENDSHIP BOTANIC GARDENS PO BOX 8834 MICHIGAN CITY IN 46361 356044071 501C3 9588 OPERATING SUPPORT GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 809 WASHINGTON ST SUITE A LA PORTE IN 46350 352146258 501C3 125720 BUSINESS RETENTION HOLY FAMILY PARISH SACRED HEART CATHOLIC CHURCH 201 BACH STREET LA PORTE IN 46350 8863 OPERATING SUPPORT HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 35000 HOME TEAM POSITION IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 5179 OPERATING SUPPORT JACK AND SHIRLEY LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 10857 SCHOLARSHIPS JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY INC 550 EAST WALLEN ROAD FORT WAYNE IN 46825 351458558 501C3 5374 OPERATING SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 166577 SCHOLARSHIPS LA PORTE COUNTY FAMILY YMCA MICHIGAN CITY 1203 SPRING ST DOOR K MICHIGAN CITY IN 46360 350886851 501C3 15973 OPERATING SUPPORT LA PORTE COUNTY PARKS FOUNDATION PO BOX 419 MICHIGAN CITY IN 46360 311120719 501C3 5673 OPERATING SUPPORT LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 832674324 501C3 56990 OPERATING SUPPORT LA PORTE COUNTY SOIL & WATER CONSERVATION DISTRICT 2857 W SR 2 STE B LA PORTE IN 46350 GOV 8805 TRAIL CREEK WEEK LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 9500 PROGRAM SUPPORT LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 27741 PROGRAM SUPPORT MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 9481 PROGRAM SUPPORT MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 6303 OPERATING SUPPORT OPEN DOOR COMMUNITY ALLIANCE PO BOX 9726 MICHIGAN CITY IN 46361 351752290 501C3 6400 PROGRAMS/OPERATIONS PALADIN 4315 E MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 11282 OPERATING SUPPORT PRESBYTERIAN CHURCH OF LA PORTE 307 KINGSBURY AVE LA PORTE IN 46350 9817 OPERATING SUPPORT PURDUE NORTHWEST SINAI FORUM 1401 S US HWY 421 WESTVILLE IN 46391 352013732 501C3 16500 BANKOFF SPEAKER SAINT MARY'S COLLEGE 110 LE MANS HALL NOTRE DAME IN 46556 237123955 501C3 7312 SCHOLARSHIP SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 501C3 5272 PROGRAMS/OPERATIONS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 501C3 11250 OPERATING SUPPORT SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 6349 OPERATING SUPPORT SHIRLEY HEINZE LAND TRUST 109 W 700 N VALPARAISO IN 46386 352153969 501C3 25567 PROGRAM SUPPORT SOCIAL AND LEARNING INSTITUTE INC 201E GARFIELD ST MUICHIGAN CITY IN 46360 351403244 501C3 6113 OPERATING SUPPORT SOUTH SHORE DANCE ALLIANCE 201 N GRIFFITH BLVD GRIFFITH IN 46319 262387698 501C3 10000 PROGRAM SUPPORT ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 501C3 15406 OPERATING SUPPORT STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 6425 FOOD ASST/OPERATIONS UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 6873 OPERATING SUPPORT UNIVERSITY OF AKRON DEPARTMENT OF DEVELOPMENT 302 E BUCHTEL AVE AKRON OH 44325 346575496 501C3 5624 SCHOLARSHIP WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 10000 LUXURY BINGO YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 21290 OPERATING SUPPORT GEORGETOWN UNIVERSITY 3700 O STREET NW HEALY HALL G20 WASHINGTON DC 20057 530196603 10000 OPERATING SUPPORT LA PORTE CITY PARK FOUNDATION 250 PINE LAKE AVE LA PORTE IN 46350 GOV 21832 OPERATING SUPPORT LA PORTE COUNTY HISTORICAL SOCIETY 2405 INDIANA AVE SUITE 1 LA PORTE IN 46350 351152351 501C3 5039 OPERATING SUPPORT LA PORTE ECONOMIC ADVANCEMENT PARTNERSHIP 605 MICHIGAN LA PORTE IN 46350 350461056 6600 PROGRAM SUPPORT LA PORTE HIGH SCHOOL 602 F STREET LA PORTE IN 46350 351582789 501C3 18028 PROGRAM SUPPORT MBA OF NORTHWEST INDIANA INC 210 SOUTH CT MICHIGAN CITY IN 46360 932086668 501C3 5200 PROGRAM SUPPORT MICHIGAN CITY POLICE DEPARTMENT 1201 E MICHIGAN BLVD MICHIGAN CITY IN 46360 GOV 15000 OPERATING SUPPORT NEST COMMUNITY SHELTER PO BOX 38 MICHIGAN CITY IN 46361 820630000 501C3 6000 EMERGENCY SHELTER NEW DAY FOUNDATION OF LA PORTE INC 3502 W JOLIET ROAD LA PORTE IN 46350 844430954 501C3 23300 PATIENT SUPPORT SAND CASTLE SHELTER 1005 W 8TH STREET MICHIGAN CITY IN 46360 5250 OPERATING SUPPORT THE SALVATION ARMY OF LA PORTE INDIANA 3240 MONROE STREET LA PORTE IN 46350 362167910 501C3 5500 FOOD PANTRY UNION MILLS CONSERVATION CLUB PO BOX 67 UNION MILLS IN 463820067 351583268 501C3 16262 OPERATING SUPPORT WORTHY WOMEN TRANSFORMATION HOME 1001 MAPLE AVENUE LA PORTE IN 46350 263704045 501C3 6321 OPERATING SUPPORT 48 5 SCHOLARSHIPS 179 314305 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. false false false false false false false false false MAGGI SPARTZ PRESIDENT 140763 29652 170415 X 3 93066 AVG HIGH/LOW DATE OF GIFT false true false 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 52,411 AGENCY ENDOWMENT INCOME -303,208 AGENCY ENDOWMENT FUND EXPENSES 389,695 TOTAL 138,898