2025-11-07T12:45:23-05:00 2024-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2025-10-14 true false THOMAS A ROBERTS P00997867 7652847554 2025-10-15 2024 2025-03-06 01:10:19Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 12261091 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 9 0 2317172 4515005 625949 698986 1557053 2436148 46552 110388 4546726 7760527 1470066 1690212 0 654706 647117 0 327402 1069740 1239103 3194512 3576432 1352214 4184095 45563116 51453529 1439874 1504279 44123242 49949250 X 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. false false 857356 223676 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1690212 1690212 426382 GRANT MAKING: INVESTING GRANT FUNDS IN WORTHY NONPROFIT ORGANIZATIONS TO IMPROVE INDIVIDUAL AND COMMUNITY CONDITIONS, AND AWARDING SCHOLARSHIPS TO PROVIDE EDUCATIONAL AND VOCATIONAL OPPORTUNITIES TO AREA STUDENTS. 175603 48928 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. 2723171 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 10 0 true 9 true false false false false false true true false false false false false false 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 X X 0 0 0 EDWARD VOLK VICE CHAIR 2.00 X X 0 0 0 DR VIDYA KORA SECRETARY/TR 2.00 X X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 X X 0 0 0 STEPHANIE OBERLIE DIRECTOR 2.00 X X 0 0 0 DIANA KABELIN CORLEY AT-LARGE 2.00 X X 0 0 0 PAUL APPLEGATE 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 KATHY HENRICH DIRECTOR 2.00 X 0 0 0 KATIE EATON DIRECTOR 2.00 X 0 0 0 DALE PARKISON 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 SETH SPENCER DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 40.00 X 144081 0 25320 144081 25320 1 false true false 4515005 408846 4515005 ADMINISTRATIVE FEE REVENUE 900099 600054 600054 RENTAL 98932 98932 698986 1499743 1499743 5436969 4500564 936405 936405 936405 PROJECT FEES 67500 67500 SPECIAL EVENTS 41788 41788 MISCELLANEOUS INCOME 1100 1100 110388 7760527 600054 2645468 1329617 1329617 360595 360595 144081 48988 43224 51869 388675 132149 116603 139923 73441 24970 22032 26439 40920 13913 12276 14731 600054 600054 100430 10043 90387 171910 171910 21718 21718 18613 6329 5582 6702 47453 16134 14236 17083 50025 17009 15008 18008 21290 2129 10645 8516 44253 15046 13276 15931 16637 5657 4991 5989 PROGRAM EXPENSES 110807 110807 DONOR DEVELOPMENT 14264 14264 REPAIRS & MAINTENANCE 12756 4337 3827 4592 SPECIAL EVENTS 5056 1719 1517 1820 3837 1957 345 1535 3576432 2723171 525859 327402 1068087 1731118 3857 761053 394749 410558 366304 43707947 48943673 376524 408577 45563116 51453529 38375 35082 1401499 1469197 1439874 1504279 X 2129479 2636168 41993763 47313082 44123242 49949250 45563116 51453529 X 4184095 1709821 -67908 X 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66348 3346147 171910 58375 230285 3576432 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 2021, 2022, AND 2023 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 16,804 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 143,087 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 58,375 true YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 20444 OPERATING SUPPORT WOMEN'S CARE CENTER FOUNDATION PO BOX 6 MISHAWAKA IN 46546 383651599 501C3 41715 OPERATING SUPPORT WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 10000 LUXURY BINGO WE ALL IN RECOVERY 3 RILEY CT MICHIGAN CITY IN 46360 934157101 501C3 5500 RECOVERY CAFE UNIVERSITY OF AKRON DEPARTMENT OF DEVELOPMENT 302 E BUCHTEL AVE AKRON OH 44325 346575496 501C3 5149 SCHOLARSHIP UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 6763 OPERATING SUPPORT THE SALVATION ARMY OF MICHIGAN CITY 1201 FRANKLIN ST MICHIGAN CITY IN 46360 362167910 501C3 12829 OPERATING SUPPORT THE SALVATION ARMY OF LA PORTE INDIANA 3240 MONROE STREET LA PORTE IN 46350 362167910 501C3 6000 FOOD PANTRY THE PAX CENTER 605 WASHINGTON STREET LA PORTE IN 46350 270634163 501C3 6362 OPERATING SUPPORT THE DUNES HOUSE 211 E 6TH ST MICHIGAN CITY IN 46360 262570439 501C3 5730 OPERATING SUPPORT STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 19823 FOOD ASST/OPERATIONS ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 501C3 14771 OPERATING SUPPORT SOUTH SHORE NAUTICAL EDUCATIONAL FOUNDATION PO BOX 245 MICHIGAN CITY IN 46361 824696257 501C3 6650 PROGRAM SUPPORT SOUTH SHORE DANCE ALLIANCE 201 N GRIFFITH BLVD GRIFFITH IN 46319 262387698 501C3 14500 PROGRAM SUPPORT SOCIAL AND LEARNING INSTITUTE INC 201E GARFIELD ST MUICHIGAN CITY IN 46360 351403244 501C3 5725 OPERATING SUPPORT SINAI TEMPLE 2800 FRANKLIN ST MICHIGAN CITY IN 46360 237151522 501C3 7480 OPERATIONS SHIRLEY HEINZE LAND TRUST 109 W 700 N VALPARAISO IN 46385 352153969 501C3 7107 PROGRAM SUPPORT SAVE THE DUNES CONSERVATION FUND INC 444 BARKER RD MICHIGAN CITY IN 46360 351915468 501C3 6347 ENVIROMENT SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 6764 OPERATING SUPPORT SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 501C3 5226 PROGRAMS/OPERATIONS SAINT MARY'S COLLEGE 110 LE MANS HALL NOTRE DAME IN 46556 237123955 501C3 6786 SCHOLARSHIP PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 39964 EDUCATION PRESBYTERIAN CHURCH OF LA PORTE 307 KINGSBURY AVE LA PORTE IN 46350 9547 OPERATING SUPPORT PALADIN 4315 E MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 9391 OPERATING SUPPORT OPEN DOOR COMMUNITY ALLIANCE PO BOX 9726 MICHIGAN CITY IN 46361 351752290 501C3 6000 PROGRAMS/OPERATIONS NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 22000 PATIENT NEEDS MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 6158 OPERATING SUPPORT MICHIGAN CITY POLICE DEPARTMENT 1201 E MICHIGAN BLVD MICHIGAN CITY IN 46360 GOV 7000 OPERATING SUPPORT MICHIGAN CITY MUNICIPAL BAND 616 THURMAN AVE MICHIGAN CITY IN 46360 300144458 501C3 26784 ARTS AND CULTURE MICHIGAN CITY HIGH SCHOOL 8466 W PAHS ROAD MICHIGAN CITY IN 46360 GOV 15000 WRESTLING MAT MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 7214 PROGRAM SUPPORT MBA OF NORTHWEST INDIANA INC 210 SOUTH CT MICHIGAN CITY IN 46360 932086668 501C3 9000 PROGRAM SUPPORT LINCOLN ELEMENTARY SCHOOL 402 HARRISON ST LA PORTE IN 46350 GOV 5800 COOKING WITH LIONS LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 11575 PROGRAM SUPPORT LA PORTE FAMILY YMCA 901 MICHIGAN AVE LA PORTE IN 46350 350888651 501C3 38208 PROGRAMS/OPERATIONS LA PORTE ECONOMIC ADVANCEMENT PARTNERSHIP 605 MICHIGAN LA PORTE IN 46350 350461056 501C6 6600 PROGRAM SUPPORT LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 9360 PROGRAM SUPPORT LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 832674324 501C3 50900 OPERATING SUPPORT LA PORTE COUNTY MEALS ON WHEELS 301 E 8TH ST SUITE 110 MICHIGAN CITY IN 46360 351314352 501C3 5800 BLIZZARD BOX BONANZA LA PORTE COUNTY HISTORICAL SOCIETY 2405 INDIANA AVE SUITE 1 LA PORTE IN 46350 351152351 501C3 5055 OPERATING SUPPORT LA PORTE COUNTY HABITAT FOR HUMANITY PO BOX 8874 MICHIGAN CITY IN 46361 351670358 501C3 6661 PROJECT SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 163865 SCHOLARSHIPS JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY INC PO BOX 772 LA PORTE IN 46352 131635270 5138 OPERATING SUPPORT JACK AND SHIRLEY LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 13718 SCHOLARSHIPS IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 5022 OPERATING SUPPORT HOUSING OPPORTUNITIES 2001 CALUMET AVE STE 1 VALPARAISO IN 463833173 351965214 501C3 10000 HOME TEAM POSITION HOLY FAMILY PARISH SACRED HEART CATHOLIC CHURCH 201 BACH STREET LA PORTE IN 46350 8641 OPERATING SUPPORT GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 605 MICHIGAN LA PORTE IN 46350 352146258 501C3 194666 BUSINESS RETENTION GEORGETOWN UNIVERSITY 3700 O STREET NW HEALY HALL G20 WASHINGTON DC 20057 530196603 501C3 10000 OPERATING SUPPORT FRIENDSHIP BOTANIC GARDENS PO BOX 8834 MICHIGAN CITY IN 46361 356044071 501C3 8594 OPERATING SUPPORT FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 11000 PATIENT NEEDS DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 18638 OPERATING SUPPORT CITY OF LA PORTE 801 MICHIGAN AVE LA PORTE IN 46350 GOV 9500 BUS SERVICE REPAIRS CATHOLIC CHARITIES 940 BROADWAY GARY IN 46402 351122204 501C3 6950 SAFE HAVEN BOYS AND GIRLS CLUB LAPORTE COUNTY 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 45351 BUILDING FUND BOYS & GIRLS CLUB OF BLOOMINGTON 311 S LINCOLN ST BLOOMINGTON IN 47401 350997525 501C3 7000 YOUTH DEVELOPMENT BEVERLY UNITARIAN CHURCH 10244 S LONGWOOD DR CHICAGO IL 60643 26000 CHURCH GROUNDS ASPEN EDUCATION FOUNDATION PO BOX 2200 ASPEN CO 816122200 841181681 501C3 11500 EDUCATIONAL ARTS IN THE PARK PO BOX 47 LA PORTE IN 46352 320117698 501C3 6227 GENERAL SUPPORT 55 4 SCHOLARSHIPS 158 360595 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 144081 25320 169401 X 4 408846 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 16,804 AGENCY ENDOWMENT INCOME -143,087 AGENCY ENDOWMENT FUND EXPENSES 58,375 TOTAL -67,908