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2019-2020 UNITY FOUNDATION REPORT TO THE COMMUNITY with Unity UNITY FOUNDATION 2019 - 2020 REPORT TO THE COMMUNITY

Giving to Unity Receiving from Unity TABLE OF • Fuel the engine of Unity •A stronger county due to our CONTENTS • Support our community community betterment work betterment work •Personal, knowledgeable help 1 Giving and Receiving • Remember or honor someone special to reach your charitable goals 2 Honoring Mary Lou Linnen • •Valuable estate planning information Build your favorite Fund and John Weithers (see pages 26-29) from our planned giving website • Services of nonprofi ts that receive 3 A word from the • Start a Fund of your own – President and Board Chair it only takes $5,000 Power for Good Unity grants or have endowment funds 4 Who’s on the Unity Board? • Give stock, life insurance, IRA, etc. • Help furthering your education 5 - 10 SHAPING OUR FUTURE: • Mention us in your will through scholarships EDUCATION •Receive maximum tax deductions •Community information through Getting Technical and savings allowable by law events, publications and social media with La Porte County •Help us maximize Lilly matching •Technical support for non-profi ts Local Scholarship Impact opportunities planning for the future Messages of Gratitude Scholarship WInners Lilly Endowment Community Scholarship Teacher Grants 11 - 12 SHAPING OUR FUTURE: CORPORATE GIVING 13 - 14 SHAPING OUR FUTURE: GRANTS 15 - 16 Vibrant Communities 17 - 18 Financial and Grant Scorecard 19 - 30 Gold Key Society Volunteers Visionaries 422 Franklin Street, Suite C | Michigan City, IN 46360 Gifts In Memory/Honor 219-879-0327 | 888-898-6489 Amazing Directory of Funds Fax 219-210-3881 | unity@ufl c.net | www.ufl c.net Are you a Leadership Builder or Friend of Unity? ufl c.net

1 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 In Remembrance Mary Lou Linnen Unity Foundation Board Member UNITY FOUNDATION Unity Foundation is saddened by the news of the OF LA PORTE COUNTY passing of our good friend and Honorary Board Member, Mary Lou Linnen. Mary Lou was a STAFF loving mother, grandmother, friend, and a pillar of the community. She was an entrepreneur and philanthropist.

Mary Lou joined our board in 1995 and worked diligently to help Unity grow while simultaneously achieving her own charitable and community better- ment goals. She headed the Investment Committee for many years, bringing her lifetime of experiences with her. Mary Lou co-founded the Michigan Maggi Spartz Shannon Walker President Vice President City Education Foundation, under Unity’s umbrella, which has granted over $250,000 directly into Michigan City public and parochial school classrooms, directly impacting countless students. In late 2018, she was elevated to Hon- orary Unity Board Member status.

In addition to her many contributions to Unity, Mary Lou was also a founding board member of the Michigan City Head Start program and supporter of a number of other local causes, including the Women’s Care Center, Jamie Miller Lauren Varga Development Offi cer LaLumiere, Notre Dame Grade School, the Barker Foundation, Boys and Girls Marketing & Program Club of Michigan City, Samaritan Center, and the University of Notre Dame’s Manager Snite Museum of Art.

We are so grateful to Mary Lou and her contributions to Unity Foundation of La Porte County. Mary Lou was truly a power for good…in so many ways. She will be missed.

Donate to the Women’s Care Center in Mary Lou’s Honor. Paula Mathis Margie Nasser Accounting Manager Administrative John Weithers Assistant (PT) Lilly Scholarship Committee Chair

John Weithers served on Unity’s Lilly Endowment Community Scholarship Committee for several years and most recently served as the chair. We were all saddened at his unexpected passing in September of 2020. John shared with Thank you to Deb Varnak and Lisa us each year how excited he was to be part of Stojanovich for their service to Unity the selection process and to meet so many talented young people. John was for the past 3 years. also a member of Unity’s Gold Key Society because of his role as Senior Trust Deb retired at the end of May 2020, Offi cer and CTFA, at Harbour Trust Investment Management Company. John and Lisa departed Unity in was an integral member of his employer and the community. His presence, August 2020. energy and enthusiasm for our young people will be missed.

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 2 with Unity UNITY FOUNDATION 2019-2020 REPORT TO THE COMMUNITY

On behalf of Unity, we are proud of the accomplishments made in 2019 and 2020 as you will see in Thank You to Our this report. Highlights for 2019 included kicking off of the Vibrant Communities of La Porte County process, which hadn’t been done in nearly 30 years. We took pride in 2019 in making $1.4 million in 2020 SPONSORS grants and scholarships that nourished the community. We responded to opportunities from the Lilly Endowment to plan and implement strategies to strengthen our county and region – where POWER OF A COMMUNITY we worked closely with the Crown Point Community Foundation, Legacy Foundation and others to $5,000 accomplish what none of us could do alone. The contrast between 2019 and 2020 has been unfathomable. In 2020, Unity Foundation pivoted quickly to remote working & meeting via Zoom and offi ce visits by appointment. We are proud of what we accomplished:

✓ The Vibrant Communities engagement process ✓ Weekly, we convened our 3 Homeless shelters POWER OF A COUNTY was completed, but stalled by COVID when it and many support organizations to save lives $2,500 was time to unveil the Action Agenda to the by preventing the spread of COVID-19 amongst community. Despite this, Unity began the homeless. La Porte County has an amazing implementing the more urgent items such as group of leaders and funders on this front. We the virtual tool to support entrepreneurs of all also convened local funders weekly to avoid POWER OF A CITY kinds: NWIBIZhub.com. We took fi rst steps duplication and to coordinate grantmaking $1,000 toward a county wide housing study and action and solutions. agenda. Further implementation of Vibrant will 1st Source Bank commence in early 2021- with everyone’s help. ✓ We convened bi-weekly meetings with key Edward Jones Visit vibrantLPCounty.com to learn more. groups to try to prevent mass homelessness of people facing the ‘eviction cliff .’ A pilot program Franciscan Health Michigan City ✓ We activated our La Porte County Disaster Relief with Township Trustees is seeing results. Harbor Trust and Recovery Fund. We made proactive grants & Investment Management to several frontline organizations to get ‘early’ ✓ Unity granted over $1.44 million and Kabelin ACE Hardware money to them for food & supplies, while other distributed scholarships of $280,000 to benefi t local residents and non-profi ts! Newby Lewis Kaminski & Jones, LLP funding sources were gearing up. We expedited annual fund payments to our non-profi ts, which Rice Farms, LLC ✓ Unity staff did a stellar job of providing excellent they appreciated. Our 2019 grantees were services to donors, non-profi ts, professional given the option to divert unused grant funds advisors and the community. We welcomed to crisis response. POWER OF A FAMILY Shannon Walker as our new Vice President and $500 ✓ Unity will redouble our commitment to social off er a huge thank Deb Varnak outgoing VP, for Applegate & Co. CPAs equity, by fi rst looking inward at ourselves and staying on for an two extra months to help at the onset of the crisis. Estep Burkey Simmons, LLC our practices, then outward to increasing opportunity for everyone, especially people Meridian Title Corporation of color. Walsh & Kelly

POWER OF A PERSON On the downside; our revenues dropped with the markets, making the PPP loan very helpful. $300 Hardly any new funds have been started and annual giving amounts are lower. We hosted a virtual scholarship reception. While Power 4 Good grants were awarded, we decided against an in-person Fenker’s Furniture Annual Update Luncheon, which is always the highlight of our year. Mayor Duane Parry and the City of Michigan City While 2020 seemed unfathomable, we continue to have faith that “Together, we are a Power for Good.”

For more information: contact Jamie Miller, Unity Development Offi cer Maggi Spartz Jon A. Gilmore at jmiller@ufl c.net President Chair or 219-879-0327.

3 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 with Unity UNITY FOUNDATION 2019-2020 REPORT TO THE COMMUNITY

BOARD OF DIRECTORS 2019-20

HONORARY BOARD MEMBERS DIRECTORS Romona Hay seated from left: second row: Daniel E. Lewis Diana Kabelin Corley Jon A. Gilmore, Chair Maggi Spartz, President Robert Schaefer Mary Lou Linnen Michele Magnuson, Michael Brennan Past Co-Chair Martha Swanson Elizabeth Bernel Edward L. Volk Angie Nelson Deuitch Kim Siefker Paul Applegate, CPA Dr. Barbara Eason-Watkins Vidya S. Kora, MD Scott Rice Ronald J. Ragains James W. Kaminski Kim Sauers Thomas Edwards

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 4 with Unity

Unity Foundation Awards Record Number of Scholarships for 2020-2021 Academic Year

Unity Foundation of La Porte County awarded over $250,000 in scholarships to approximately 215 students from 35 diff erent scholarship funds for the 2020-2021 academic year. This is the largest number of scholarships and total scholarship distribution in Unity’s history. Since 1992, Unity has awarded over $5 million dollars in scholarships to La Porte County students.

This year’s 196 recipients represent 10 La Porte County high schools and over 45 colleges and universities across the country.

SCHOLARSHIP WINNERS

Judith A. Amor La Porte County E-Z Riders Nursing Scholarship Horse & Pony Scholarship Thalia Garcia Amelia Klute Gretchen Sexton Diane K. Bamberth Megan Steinhiser Memorial Award Sidney Swanson Kobe Sensow Annalise Warnock Kyra Dabbert Mya Fegaras Gustav J. & Elma A. Banzaf 2020 Lilly Endowment Community 2020 Lilly Endowment Community Galena Township Scholarship Finalist and Ludington Scholarship Finalist and Irv & Peg Memorial Scholarship Petra Hemphill Scholarship recipient Swanson Scholarship recipient Laura R. Fischer Amelia Klute Nicole Hesters Riley G. Moody Abigail Huff Riley G. Moody James A. & Phyllis A. Alexandra V. Palmer Garwood Memorial Hello! Ashlei Sonnenberg Music Scholarship SCHOLARSHIPS Ashleigh N. Suppinger David R. Knouse Thank you so much for awarding me with the Carley Dickard Alexa M. Zeese Memorial Scholarship. In the beginning of my senior Donald & Beverly year, I made a big goal for myself: to be awarded with at Benz Family Scholarship Guse Scholarship least one scholarship to help my parents with the cost of Nadia Flores James G. Mitzner Julisa Haro Morgan Wozniak tuition for college. With this scholarship, my one goal was Brenda Huizar accomplished. Most importantly, however, it is such an Hensley Legal Group honor to receive this scholarship in honor of Carley Dickard. Lloyd G. & Betty Jane Scholarship I am truly appreciative of this wonderful award. I know that Clayton Scholarship Julissa Campos-Haro Jacqueline M. Leal it will not only provide fi nancial assistance toward Robert J. Hiler college tuition, but it will also provide me the Cunningham Memorial Scholarship opportunity to continue Carley’s legacy of always Scholarship Justin J. Jayasinghe striving to do one’s best. Crystal Battishill Claire E. Olah Heather Czizek Grace C. Olah With much gratitude, Benjamin J. Patterson Ernest & Mildred Sophie Thompson Luke Patterson Delco Scholarship Thomas I. Pope Breanna D. Dove Jacob C. Rudecki Gabriele Mazur Sophie Thompson Justin J. Rudecki 2020 Carley Dickard Sarah E. Schoof Memorial Scholarship recipient Carley Dickard Memorial Scholarship Karah Schutz Sophie Thompson Jamilexy Vazquez

5 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 Unity Foundation Scholarship Committee, SCHOLARSHIP WINNERS Thank you for selecting me to be the recipient of the La Porte County Nursing Scholarship. I am Ruth M. Howe Skylar Rompa currently working full-time while trying to continue Nursing Scholars Maggie R. Schuster my education to better serve my community. Your Julissa Campos-Haro Grace K. Tarnow Seraphina M. Tucker assistance is a huge weight lifted off my shoulders. Ingersoll Trust Kobe Sensow Thank you so very much, Scholarship Robert L. Ludington 2020 Diane K. Bamberth Kayla Wurster Alyssa M. Foster and Anita Huppenthal Memorial Scholarship recipient Molly A. Hodge Ludington Scholarship Christine J. Ake Dr. King S. Jones Aliza Anderson Unity Foundation Scholarship Committee, Memorial Scholarship Laura Bahena Jewel B. Meer Thank you so much for selecting me as a recipient Jacob B. Kiser Brooke A. Baima Sydney C. Moody Paige B. Barenthin Grace Murphy for this year’s Ingersoll Scholarship. I am beyond Kabelin Family Tessa Bauman Janelle O’Neal grateful for your assistance in helping me aff ord Scholarship Fund Kaitlin Bildhauser Sydney Palta my school’s tuition and other educational costs. Madelyn Dowty Megan Blank Lucas F. Papai Zoya Harris Your generosity has shown me that hard work Adam Boniface Benjamin P. Pizarek Erin Johnson and dedication towards academics does not go Megan E. Boyd Emma S. Rice Preston J. Krause unrecognized. I am so thankful. Thank you for your Tyler Cuma Virginia R. Rocke Alexandra Leal Kyra Dabbert Megan Christine Riley assistance in making my future dreams become Averee Thompson Courtney Dickman Melissa A. Rudolph possible. Aldair Sanchez Zuniga Michelle Dickman Hannah M. Schuster Sincerely, Kamare Dunlap Bethany A. Schuster K.A.T. Volunteer Alyssa Foster Scholarship Garrett Eggert Sara A. Siegmund Emily Kasarda Jamie Ellis Eryn R. Sitar Nathan Emerick Sarah Nolan Smith Dear Ludington Family Scholarship Donors, Richard & Tracy Bethany L. Eyrick Megan E. Steinhiser Krause Scholarship Mya Fegaras Jenna Stevenson Thank you for taking the time to consider my Thomas A. Eggleston Christopher French Hannah H. Stevenson application. I am so very thankful and honored Emily Evers Caitlin Gately Zoe E. Surma to receive this prestigious award. Through your Joel Kelley Emily Graves Alexander Tuszynski eff orts and kindness, I will be using the very Kristen Gushrowski Armani Torrance-Worlds generous amount granted to me to pay for my La Porte County Megan N. Gushrowski Jim Thomas Nursing Scholarship Amber R. Haack Sydni Thomas tuition at Purdue University where I will be Eva Barron Petra Hemphill Dawson VanBuskirk studying nutrition and dietetics. Carley J. Ellenberger Annalise Warnock Erica L. Hesters Thank you again for your generosity, Thalia m. Garcia Victoria L. Horne Craig Welsh Emily Young Karmen Halfacre Adam Howard Jasmine Williams Kasey M. Halfacre Myah Jackson Adnie Wilson Julissa Campos-Haro Arie Johnson Amanda L. Yadavia ABOUT UNITY FOUNDATION Keegan Long Makayla Johnson Dominic Yanke OF LA PORTE COUNTY Hannah L. Walker Leigha Jones Emily Young Abigail M. Zila Jennifer A. Justice Andrea Zaknoun Since 1992, Unity Foundation of La Porte County has served donors, Alee’yia Kirkwood Zoie Zaknoun nonprofi ts and local communities. As La Porte County’s community Robert E. LeRoy David R. Knouse foundation, it manages approximately $35 million in assets, Scholarship Matthew Knouse administers more than 325 charitable funds, and has distributed Madeleine Nunn Elaina Kobitz more than $21 million through direct grants and scholarships. The Allison J. Varda Katherine M. Kovalcik Council on Foundations has deemed Unity Foundation in compliance Marilouise Lundgren Thomas J. Krause with all Indiana and national ethical and operating standards Lossing Memorial Jackson P. Kubaszyk FOR MORE for community foundations. Unity Foundation’s mission is to Scholarship Quinn Larkin INFORMATION strengthen La Porte County now and forever by building permanent endowments; providing leadership; off ering philanthropic vehicles Austin Casto Keegan Long ufl c.net or for everyone; and, being a catalyst for social and economic vitality. Courtney E. Lindquist Kimber Magers call 219-879-0327 Shelby R. Riehle Jacob E. Marsh

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 6 with Unity

“This is one way Unity ‘invests in our people’ to make La Porte County and our nation even stronger. The cumulative impact is seen in the great work being done by our county’s past Lilly Scholars nationally, regionally and right here in La Porte County!” - Maggi Spartz, President, Unity Foundation of La Porte County

Lilly Scholars 2020

The Unity Foundation is pleased to announce two students were selected to be 2020 Lilly Endowment Community Scholars representing La Porte County.

Logan Crawford from New Prairie High School and Katelyn Adams from South Central High School will receive tuition to the Indiana colleges of their choice, and an annual $900 stipend for required books and equipment. The key elements of exemplary academic achievement, service to others, and impactful extracurricular involvement were strongly exhibited by Katelyn Adams Logan Crawford both recipients.

The Unity Foundation elects to participate in this program each year and manages the screening and interview process. Final review and decisions are made by the Independent Colleges of Indiana. SCHOLARSHIPS

Katelyn Adams is surprised by members of Unity’s Lilly Endowment Community Scholarship Logan Crawford is surprised by his family and administration at New Prairie High School Committee and South Central High School as a 2020 Lilly Endowment Community as a 2020 Lilly Endowment Community Scholarship winner. Scholarship winner.

7 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 The Society of Innovators celebrates the spirit of creativity and ingenuity by discovering, honoring, and saluting innovators from across the seven-country region of Northwest Indiana.

“Originally launched Unity Board Members Receive in 2005, our induction ceremony celebrates 2020 Innovator Awards the spirit of creativity Two members of Unity Foundation’s Board of Directors were inducted and ingenuity that lights as part of the Society of Innovators at Purdue Northwest class of 2020 up the communities on November 19, 2020. throughout Northwest Indiana. We are thrilled to be able to induct 28 individuals and team members into the Society as members of our class of 2020. Now, more than ever, our region needs these gifted, innovative leaders who are guiding our Jon Gilmore, Dr. Barbara Eason-Watkins, communities into Tonn and Blank Construction, Economic Development Corporation team led by Jon Gilmore Michigan City w/ Michigan City Area Schools, the future.” (Michigan City, Ind.) team led by Clarence Hulse (Michigan City, Ind.) Sheila Matias, Executive Director of the Society of Innovators and Leadership More than 40 fi nalists were evaluated by this year’s selection committee. Institute at Purdue Northwest The committee examined and analyzed the innovation(s) each nominee is responsible for to guide fi nal decision-making. An innovation needed to provide a new solution, benefi t society and create measurable value. To be eligible for induction, innovators must live or work in Northwest Indiana.

FOR MORE INFORMATION ABOUT THE SOCIETY OF INNOVATORS AT PURDUE NORTHWEST OR TO LEARN MORE ABOUT THEIR INNOVATIONS https://www.pnw.edu/society-of-innovators/

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 8 with Unity

Unity Helps Celebrate Treasures NAOMI BOWMAN TALBERT ANDERSON Naomi Anderson was an extraordinary suff ragist, trailblazer and a Michigan City native. Anderson was born in Michigan City in 1843 to free African American parents and became a signifi cant suff ragist, civil rights activist, orator, writer and poet. Unity is helping the Michigan City Mainstreet Association and its partners to celebrate her life.

The Celebrate Naomi Anderson Fund will be used to highlight and preserve her lesser-known but incredibly impactful story. In August 2020, the Indiana Women’s Suff rage Centennial Commission and the Indiana Main Street Council awarded a $40,000 Preserving History Grant to the Michigan City Mainstreet Association to highlight and preserve women’s history. The grant will be used to construct a sculpture, mosaic or mural (based on community and artist input) in Charles R. Westcott Park to honor Anderson. This project is in partnership with Lubeznik Center for the Arts, the NAACP La Porte County Branch – Unit 3061 and the Unity Foundation of La Porte County.

THE SCULPTOR ISAMU NOGUCHI TRIBUTE FUND

Sculptor Isamu Noguchi may be La Porte’s greatest success story, and at the same time, the least known. At the tender age of fourteen, Noguchi found himself all but stranded thousands of miles away from home among the rolling hills of La Porte County.

Art and history enthusiasts wish to celebrate the critical formative years that Japanese-American sculptor Isamu Noguchi (1904 – 1988) spent in La Porte as a teen, who then went on to become an internationally celebrated sculptor, designer and artist. Art and history enthusiasts saw the importance of paying tribute to Noguchi’s life, the way La Porte and Rolling Prairie, several families and La Porte High School infl uenced his life, to connect La Porte with his New York museum and to promote the value of the arts.

The Sculptor Isamu Noguchi Tribute Fund was established in 2019 to support eff orts to bring the story of how La Porte County residents welcomed, put him through La Porte High School and then, led by Dr. Edward Rumely, mentored him into preparation to become a leading world sculptor. The fund is poised to bring attention to La Porte’s connection to Isamu Noguchi via a custom mural, attracting Noguchi enthusiasts here, distribution of Noguchi books to local libraries, schools and museums and activities connecting La Porte County to the Noguchi Museum, located in New York. The Noguchi mural is displayed at the La Porte County Public Library in La Porte, Indiana.

To learn more about these Unity Foundation funds...

Celebrating Naomi Anderson Project Fund https://ufl c.net/https-ufl c-net-funds-contribute-online-naomi-anderson-fund/ Sculptor Isamu Noguchi Tribute Fund https://ufl c.net/sculptor-isamu-noguchi-tribute-fund/

9 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 PLANNED GIVING

She Worked Hard for the Money

In October 2020, an anonymous La Porte County donor left an incredible gift to Unity Foundation to benefi t the community she loved so dearly.

She was not born into wealth and worked hard throughout her life. She wwasas raised on a farm in the La Porte County area. Later in life, she worked in a factoryy and started building wealth when her employer started a retirement fund for all employees.loyees.

Throughout her life, many people helped her to make good decisions in bbuyinguying properties and investing. Her wealth continued to grow util the end of herr lilife.fe. When she passed, her only next of kin was a sister, who was fi nancially stable.able.

She told her fi nancial advisor that she loved her community ad wanted oto give give back back.. He listened and understood her desire to be philanthropic and suggested Unity Foundation as a solution. Learn more about Unity’s array of personalized planned giving options Jamie Miller, Development Offi cer, Unity Foundation met with the donor and her by contacting professional advisor. Together they discussed how a gift to Unity would impact so many Jamie Miller, Development Offi cer lives within La Porte County now and forever. She knew what she wanted to do. With a at jmiller@ufl c.net, stroke of a pen she left a very generous benefi ciary gift to Unity Foundation. call (219)879-0327 or After all, she worked hard for her money and wanted it to be a Power for Good! visit www.ufl c.net.

BRUCE JOHNSON Creating a legacy today and tomorrow

Bruce Johnson, a retired elementary teacher for almost 40 years at South Central High School and current La Porte County Historian created a planned gift to Unity Foundation that will start his scholarship for South Central High School graduating students.

Leaving a bequest to Unity will allow Bruce to leave his legacy and help future South Central graduates continue their higher education goals.

CARRIE CAMPBELL You are never too young to start thinking about planned giving

Carrie Campbell is a young professional and owner of her family business, Hatfi eld Pest Control in La Porte. While she has been very active in community and volunteer groups, she felt it was time to express her gratitude for her community and leave a planned gift.

She chose Unity Foundation because she loves that her gift make a long-term impact in her community. After all, that’s the magic of an endowment. Carrie worked with her professional advisor Sarah Brown of Edward Jones and is leaving a benefi ciary gift to Unity Foundation.

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 10 with Unity Unity Foundation Announces $150,000 IN COMMUNITY GRANTS

Unity is supporting area nonprofi t and Gardner, Kabelin Family, Ruth W. Pollingue, community service agencies with its most Purdue Federal Credit Union, Scott and recent round of grants, totaling nearly Marianne Rice Family, Tom & Judy Ringo, $150,000 for 75 local projects throughout Ruth C. Sabin, Phillip A. Sprague, Thomas La Porte County. As the COVID-19 pandemic C. & Blanch G. Stokes, Tower/Oktoberfest, continues to alter the way organizations Unity Foundation Power for Good Fund, serve others and the community, these John & Jean Vail and Sandra L. Young. grants are helping provide vital access to education, literacy, prevention and Funding assistance for the grants was also supportive services. provided by the Benz Family Advised Fund, John A. and Dorothy Sieb Carstens Fund, “Right now the need to support community Barry C. Dulyea Arts Fund for Children, organizations is more important than ever,” Kay Franklin Commemorative Fund, said Shannon Walker, Unity Foundation Glick Foundation Fund, La Porte County Vice President. “These programs are doing Disaster Relief & Recovery Fund, La Porte incredible work and Unity is proud to County Educational Advancement Fund, support their eff orts.” La Porte County Mental Health Fund, Lorraine Gehrke Orlowski Fund and Unity The applications were evaluated by a Foundation Literacy Fund. committee of dedicated members from New Prairie High School Robo Club throughout La Porte County. The grants members work collaboratively on a project. are made possible due to the generosity of visionary donors who left unrestricted funds to Unity Foundation. Those community funds were established in the following names: AAUW La Porte, Backer Family Fund, Fred & Helen Brust, Petrea Clark, John P. & Anne H. Daley, Ernest & Mildred Delco, Pauline M. Dent, Randy & Jane Dorman, Charles T. & Pauline Dye, Mark E. Essling, Sanford Z. Friedman, David C. Major Becky Simmons stocks dairy products for the Salvation Army food pantry.

11 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 2020 Power For Good Grant awards:

Advancing Christ’s Kingdom First Congregational Save the Dunes Conservation The Salvation Army Ministries-Michigan City Food Church of Michigan City Fund Biodiversity through Pollinator of Michigan City Bank ThanksGIVING Turkeys Trash Pickup Support Program Habitat-Style Gardens Pathway of Hope Program Support Arts in the Park Friendship Botanic Gardens Sacred Heart Food Pantry The Salvation Army Arts in the Park Concerts 2020 Eco-Adventures Series (St. Francis Ministry) of Michigan City Barker Middle School of Free Educational Events Food Pantry Program Emergency Services STEM Class Mega Project Girls on the Run Social and Learning Institute, Inc. Trinity Episcopal Church Boys & Girls Club of Northwest Indiana Science & Nature Exploration Program Trinity Church Food Pantry of Michigan City, Inc. Inspire the Girls of Michigan City Soul Steppers Drill Team, Inc. United Way of La Porte County Cleaning/Sanitation Hanna Lions Club Soul Steppers Program Support/ VITA Program Support for 2020-2021 Year Hanna Lions Club Park Basketball History Integration Washington Park Zoo Boys & Girls Club Court South Central Jr. Sr. High School Renovation of North American of Michigan City, Inc. HealthLinc, Inc. Vex Robotics Program Upgrade Raptor Exhibit Marketing Support Virtual Care Kits for South Shore Skipping Stones Washington Park Zoo Catholic Charities of the COVID-19 Positive Patients Online Prenatal and Infant Water Foundation & Bottle Refi lling Diocese of Gary Healthy Communities Oral Health Class Support Station/Signage Rent and Mortgage Assistance of La Porte County Stepping Stone Shelter Westville - New Durham Township Catholic Charities of the Suicide Prevention and Education for Women, Inc. Public Library Diocese of Gary Independent Cat Society Shelter Food Project LIT Westville Book Club Utility Assistance Program Let’s Fix This 2020 Spay/Neuter/ Stepping Stone Shelter Westville Police Department Center Township Trustee’s Offi ce Care Program for Women, Inc. 21st Century Policing Webinar Series Crock Pot Friday Classes/Food Interfaith Community PADS, Inc. Anti-Traffi cking Awareness Youth Service Bureau for Little Pantries Interfaith Community PADS, Inc. and Prevention Program of La Porte County Center Township Trustee’s Offi ce Operational Support The Intrepid Phoenix, Inc. School Buddies Hotel Vouchers for the Homeless La Porte Area Lake Association Support for Those in Recovery Youth Service Bureau Citizens Concerned Weed Treatment Program from Substance Abuse of La Porte County Inc. for the Homeless, Inc. La Porte County Habitat The Jack & Shirley Lubeznik Kids on the Block Keys to Hope Education on Appear- for Humanity Center for the Arts Inc. ance, Behavior and Change City of La Porte Home Build LCA Community Program Support Citizens Concerned La Porte County The Jack & Shirley Lubeznik for the Homeless, Inc. Symphony Orchestra Center for the Arts Inc. CCH Food Rescue Initiative 32nd Annual Drayton Family Chil- LCA Scholarship Program Support Citizens Concerned dren’s Educational Program for the Homeless, Inc. Leadership La Porte County, Inc. Grace Learning Center Adult Scholarship Support New Program for Self Suffi ciency LOK Wishing Tree Foundation City of La Porte LOK Young Artist Expo Program Clean-up La Porte Support Continuation Program Michigan City Area Schools City of La Porte Parks MCAS “Future Wolves” Elementary and Recreation Dept. Sports Program Comprehensive Inventory of Trees Michigan City Mainstreet City of La Porte Parks Association and Recreation Dept. Celebrating Naomi Anderson Kesling/Rumley Parks & Construction Community Engagement of New Court at Allesee Park Program Support City of La Porte North Central Community Bike Route Stenciling Action Agencies, Inc. and Wayfi nding Signage Health and Hygiene for Youth Community Food Pantry Open Door Community of Galena, Hudson, Kankakee, Alliance, Inc. Wills Twps, Inc. Open Door Community Alliance Emergency Food/Nutrition/Resources Medication Assistance Program Arts in the Parks La Porte participants try out musical instruments Community Reserve Open Door Community as part of a regular concert program. Furniture Bank Helping Those Alliance, Inc. in Emergency Need Adolescent Health Center Dunebrook, Inc. Paladin, Inc. Therapist Support for Children Group Home Mattresses of Suspected Abuse Pine Lake Land Owners’ Dunebrook, Inc. Association Child Abuse Prevention/Education Pine Lake Shoreline Restoration Project FOR ADDITIONAL Programming READ La Porte County, Inc. DETAILS Family Advocates, Inc. Learning Disability Program Support Racial Bias Public Training Reins of Life, Inc. ufl c.net Equine-assisted Program for Veterans

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 12 with Unity

Vibrant Communities is an initiative to strengthen La Porte County’s great communities. The movement is guided by three core beliefs: People, Places and Prosperity.

Vibrant Communities of La Porte County Initiative Continues with Launch of Inaugural Housing Study Unity Foundation of La Porte County has received a Community Leadership Grant of $150,000 as part of the seventh phase of Lilly Endowment Inc.’s Giving Indiana Funds “This support from the for Tomorrow (GIFT VII) initiative. With the grant, the Unity Foundation will be taking Lilly Endowment, Inc. the next steps to continue the Vibrant Communities of La Porte County Initiative. Next steps include sharing the Action Agenda with the many communities in La Porte serves as the wind beneath County, with the goal of getting others to implement parts of the plan they deem our wings as we look to important. The funds will also go toward implementation of the two top issues implement key items that identifi ed: Conduct a housing study to create a housing action plan and strengthen our entrepreneurial ecosystem. arose from our community conversations.” Unity Foundation is one of 84 foundations in Indiana receiving grants through this round of GIFT VII grantmaking. Lilly Endowment created GIFT in 1990 to help local Maggi Spartz, President communities in Indiana develop the philanthropic capacity to identify local needs Unity Foundation of La Porte County and challenges. It launched GIFT VII in 2018 and made available a total of $125 million to help foundations strengthen their leadership capacities in the towns, cities and counties they serve.

As part of GIFT VII, Unity was awarded a planning grant of $75,000 in 2019 to convene nearly 1,000 local residents to identify, prioritize and assess opportunities and challenges in La Porte County. Unity teamed up with the La Porte County Convention and Visitors Bureau to lead this eff ort. Through a series of town hall meetings and community conversations with diverse groups of people, lack of quality housing and tangible resources for entrepreneurs to start and expand businesses quickly emerged as top priorities.

13 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 We envision La Porte County to be a vibrant collection of unique communities that invest in their diverse people, grow their economic health and vitality, and promote innovative leadership through talented citizens for a rich quality of life for all.

In March 2020, Unity was invited to apply for a GIFT VII Community Leadership Grant to implement strategies and activities identifi ed during the planning period. Data from the Vibrant Communities Action Agenda and the Northwest Indiana Forum’s “Ignite the Region” report helped drive the proposal. The Unity team worked tirelessly to complete the proposal, which was submitted on March 12, 2020 the day staff began working remotely due to COVID. Who is La Porte County? Unity also partnered with the Lake County Community Foundations, Legacy and Crown Point, to explore how philanthropy could play a Two urban cities, Nine Small Towns, role in fostering economic and entrepreneurial development in the and Eleven Rural Communities region. As a result, a new entrepreneurial resource tool, NWI Biz Hub A network of 22+ distinct places representing a range was launched on Nov. 12 at the Northwest Indiana Small Business of community characters from Urban Cities to small towns Development Center’s Annual E-Day Awards event, with nearly 60 to rural communities. Each place is supported by residents regional resource partners. $30,000 of the $150,000 grant will be used who are committed to enhancing and sharing the diverse to bolster regional small business supports, particularly important destinations found only within the county. The unique during the pandemic. representation of these places is one of many characteristics that sets La Porte County apart from other “Before the pandemic we could see that supporting counties in Indiana. our entrepreneurs and small businesses was a vital long term strategy. It’s especially true now. We are thrilled to collectively move forward thanks to the incredible generosity of Lilly Endowment, Inc.”

Shannon Walker, Vice President Unity Foundation of La Porte County FOR MORE INFORMATION VibrantLPCounty.org

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 14 with Unity

Unity Foundation Joins Forces with Regional Partners to Launch NWI BizHub Online Entrepreneurial Resource Tool

A pioneering collaboration among Unity Foundation of La Porte County, Legacy Foundation, Crown Point Community Foundation, Northwest Indiana Small Business Development Center and the Center of Workforce Innovations has culminated in the development of NWI BizHub (nwibizhub.com), a new network to advance economic growth in Northwest Indiana.

Indiana is home to over 500,000 small businesses that support over 1 million jobs. After Indianapolis, Northwest Indiana is the state’s second largest business population. This new online platform is the result of Ignite the Region: A Regional Strategy for Economic Transformation. “The Ignite the Region process showed that our entrepreneurial ecosystem was fragmented,” said Maggi Spartz, Unity Foundation President. “The lead task was to create a database or tool that would help entrepreneurs of any kind, fi nd resources more quickly. We heard it from almost every entrepreneur, ‘I didn’t know where to look for help. I stumbled around until I got lucky. It took a lot of time.’ We are fortunate to now have NWI BizHub to solve this critical need for our community.”

NWI BizHub is the fi rst of several projects which Unity Foundation, Legacy Foundation and Crown Point Community Foundation will be supporting. Their overall goal is to encourage an ecosystem that supports all entrepreneurs to become major players in the regional innovation economy.

15 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 “We believe in the importance of equitable opportunity for all prospective and current business owners and NWI BizHub provides that access,” said Carolyn Saxton, Legacy Foundation President. “We look forward to working with many owners in the Northwest Indiana region to help guide and support their continued growth and are excited to be part of the NWI BizHub eff ort.”

NWI BizHub will provide local entrepreneurs with the resources and tools to start and grow their business through an easy, free online referral network.

“The process of matching a small business’ needs to the right resource is simple, convenient, and easy-to-use,” said Donna Catalano, NWI BizHub Network Navigator. “Anyone can access the network by going to nwibizhub.com and clicking on resources in the menu bar, or the let’s work together button. Concurrently with this launch, we have been recruiting area organizations that support owners to join the network, and now feature almost 60 resource partners who are ready to connect on NWI BizHub.”

NWI BizHub launched Nov. 12 as part of the 2020 E-Day Entrepreneurship Excellence Awards, sponsored by the Indiana Small Business Development Center (SBDC) Northwest.

“We were thrilled to host the launch of NWI BizHub during the E-Day event program, said Lorri Feldt, SBDC Regional Director and NWI BizHub partner. So fi tting that an engaging new online entrepreneurial resource hub should have its premiere at the E-Day Entrepreneurial Excellence awards.”

NWI BizHub joins a national network of organizations doing this work through SourceLink®. Founded in 2003, SourceLink® is a national nonprofi t that has been providing consulting and technical expertise for the eff ort.

“I’m excited to see the NWI BizHub network launch,” said Rob Williams, SourceLink® Director. “It was born out of both a need and with key collaboration partners at the table. From what I have experienced working with the team behind NWI BizHub, I expect this region will fast become a leader among our network and inspire other communities to champion and support their local entrepreneurs just as well.”

For more information about NWI BizHub, go to nwibizhub.com or contact Donna Catalano, Legacy Foundation at (219) 836-1880 or [email protected].

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 16 with Unity

2019 Financial Summary Statement of Financial Position 1% at December 31, 2019 5% Animal Related Summary Statement of Activities for the Year Ended December 31, 2019 Youth Development 5% Arts, Culture & 2% Historical Preservation ASSETS Religious Cash and cash equivalents ...... $1,393,304 11% Investments ...... 33,039,422 Community Development Benefi cial interest in charitable remainder trusts ...... 219,471 14% & Philanthropy Human Service 2019 Net property and equipment ...... 517,973 GRANTS & 11% Total Assets...... $35,170,170 SCHOLARSHIPS Education Programs $1,411,763 & Teacher Grants 19% LIABILITIES AND NET ASSETS Health 20% Education/Scholarships Accounts payable and accrued expenses ...... $268,386 5% Deferred revenue ...... 249,331 Environment & Recreation Non-current liabilities ...... 2,103,779 Total Liabilities ...... $2,621,496

Net assets without donor restrictions ...... $1,676,136 Net assets with donor restrictions...... 30,872,538 GRANTS & SCHOLARSHIPS Total Net Assets ...... $32,548,674 Total Liabilities and Net Assets ...... $35,170,170 AWARDED $1,521,600 $1,411,763

$1,157,789 $1,157,589

The above represents summarized fi nancial data for the year $706,372 ending December 31, 2019 as audited by Estep Burkey Simmons, LLC. A complete audited fi nancial report is available upon request. The Unity Foundation of LaPorte County, Inc., is a tax-exempt public charity under IRS Code Section 501 (c) (3).

2009 2013 2017 2018 2019

As reported by our independent investment advisors, The Mason Companies, the year to date time weighted returns, net of fees, for permanent assets under management as of 12/31/19 were 20.80% vs. GRP (Growth Reference Point) of 18.58%. The 3Year return was 8.50% vs. GRP of 8.15%; 5Year: 5.58% vs. 5.88% GRP; 10Year: 7.00% vs 7.37% GRP.

17 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 ASSET GROWTH – ALL FUNDS $35.3 Summary Statement of Activities for the Year Ended December 31, 2019 $Million $32.4 REVENUES, GAINS & OTHER SUPPORT $29.2 $29.7 Revenue and support $25.9 Investment return, net ...... $5,463,540 Contributions...... 1,944,416 Gift-in-kind rent ...... 66,348 Rent income ...... 77,704 $18.1 Change in value of charitable remainder trusts ...... (36,939) Special events, Project fee, Admin fee income ...... 499,509 Miscellaneous Income ...... N/A Total revenues, gains and other support ...... $8,014,578

EXPENSES Program services ...... $1,905,201 2009 2013 2016 2017 2018 2019 Supporting services ...... 713,066 Fundraising ...... 263,618 Total Expenses ...... $2,881,885 1% 6% 10% Animal Arts/Culture Youth Development Related 6% CHANGE IN NET ASSETS $5,132,693 Community 1% Development Recreation/Sport 3% 7% Disabled Service Human Service 3% 4% 9% Disaster Relief Visual Art 2019 Art/Music/ 8% 4% Drama Housing/ COMMUNITY Technology 2% Shelter FUND Career & Technical 8% GRANTS 25% 11% Education Health/ Student Success 13% Mental $163,825 English & 2019 Language Arts 7% TEACHER Social Studies GRANTS 1% 7% Employment $19,427 Life Skills 19% 4% 6% Food/Nutrition Environmental 16% Mathematics Science 21% Reading/Literacy

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 18 with Unity

Jessica O‘Brien, Development Director, Michigan City Salvation Army Jim Musial, Executive Director, Citizens Concerned for the Homeless helps distribute helps distribute food pantry items to clients in need. fresh produce as part of La Porte County’s food rescue initiative. Convening for Good Unity Foundation continues to transform how we meet our mission of strengthening La Porte County now and forever. Through listening, learning, collaboration and convening, we are taking action to support those we serve.

Unity embarks on its 16th year of facilitating the Home Team of La Porte County, a collaborative group of individuals who work together to fulfi ll the vision to create a county where all residents will live a life free from homelessness. The Home Team of La Porte County is a collaboration of over 120 nonprofi ts, government, churches and passionate individuals concerned with housing and homelessness, an issue that is more important now than ever.

Keeping people housed is essential and much more cost eff ective than re-housing homeless families. Unity began convening a Rental Assistance Group to take steps to prevent mass homelessness. When rental assistance funding became available, this group promoted the program to social service agencies and residents by creating press releases urging them to apply for help at Indianahousingnow.org.

As a result, La Porte County had the 5th highest total of applications in the state. The group continues to meet bi-weekly to work to prevent mass homelessness.

As the global pandemic widened, our shelter directors and others began meeting weekly to develop a shelter protection plan to protect shelter guests and the community. The plan ultimately relied on testing people before they could enter a shelter, minimizing risk. The plan worked. Larry Butcher, La Porte County Emergency Management Administrator went above and beyond to counsel, guide and support this group to prevent the spread of coronavirus in our three shelters: Sandcastle, Interfaith Pads and Stepping Stone. Ed Seal, Home Team and Housing Opportunities Street Outreach Coordinator, with support from Unity staff , rapidly responded to emerging shelter needs and is an essential liaison between shelters, healthcare providers, funders and La Porte County government.

19 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 Jennifer Wright and the clinical team at HealthLinc have been critical Home Team of La Porte partners, working diligently to get shelter clients and staff rapid testing as necessary throughout the pandemic.

Director Larry Butcher Jordan Stanfi ll La Porte County Emergency Chief Executive Offi cer Management Administrator Housing Opportunities, Inc.

“Each agency plays an important role as we work together to keep people housed and curb the spread of COVID-19 in our three small but mighty shelters. With the support of our sponsors and the grant from the Healthcare Foundation of La Porte, we continue to make a signifi cant impact in La Porte County now and for years to come.” Lisa Pierzakowski Major Rebecca Simmons Ed Seal, Home Team and ESG Street Outreach Center Township Trustee The Salvation Army Coordinator, Housing Opportunities, Inc.

A special thanks to Dr. Vidya Kora for his ongoing clinical expertise and guidance to the Home Team and Shelter Committee througout the pandemic.

Thank you to Abigail Stewart, Keys to Hope Case Manager for her ongoing assistance and coordination with the Shelter Tammy Rosebaum Jim Musial Committee and Home Team. Operations Director, Citizens Executive Director, Citizens Concerned for the Homeless Concerned for the Homeless

Harrison Holtkamp Nanda Danitschek Ed Seal Lindsey Patty Executive Director, Executive Director, Home Team and ESG Street PATH Coordinator, Interfaith Community PADS Stepping Stone Shelter Outreach Coordinator, Swanson Center for Women Housing Opportunities, Inc.

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 20 with Unity FOOD RESCUE Tammy Rosebaum, Operations Director and Jim Musial, Executive Director, CCH, collect fresh meat and dairy products as part of La Porte County’s food rescue initiative. Collective Impact Food Rescue Program

A new food rescue initiative led by Jim Musial, Executive Director, A new, refrigerated food distribution truck funded by HFL and Citizens Concerned for the Homeless (CCH) has fl ourished in 2020. Duneland Health Council has driven rapid expansion of the The program provides direct access to free, fresh, nutritious food program in 2020. The food rescue initiative now serves over 30 for all La Porte County communities through collective impact organizations throughout La Porte County with an annual reach with Feeding America, local vendors and targeted points of of 147,444 individuals/families per year. Added contributions from distribution. Educational workshops provide added tools for a private produce distributor in Chesterton, the USDA Farmers to healthy eating and living. This year, the program has expanded Families program, Hoosiers Feeding the Hungry and bonus to Hanna, Kingsford Heights, Michigan City, La Porte, New Carlisle, distributions from the Food Bank of Northern Indiana have Rolling Prairie and Wanatah. resulted in a total distribution of over 350,000 pounds of food annually to La Porte County agencies and residents in need. “Collective impact” describes an intentional way of working together and sharing information for the purpose of solving a In addition, the Keys to Hope Community Garden program is now complex problem. Proponents of collective impact believe that in its fourth year, led by Jamie Miller, Unity Foundation. Clients the approach is more likely to solve complex problems than if learn how to plan, plant, maintain, harvest and cook fruits and a single nonprofi t were to approach the same problem(s) on its vegetables from the garden. Erik Tannehill, chef and founder of own. (National Council of Nonprofi ts, 2020). the downtown Emergency Soup Kitchen in Michigan City and Melt Kitchen in the City of La Porte harvest from the garden. CCH launched this program to fi ll a basic need driven by the elimination of the Food Bank of Northern Indiana La Porte County Unity continues to support this innovative food rescue food rescue program. initiative, through the 2020 Unity Power for Good Community Grant program. Phase 1 of the pilot food rescue program began in January 2019, which rescued and distributed 144,000 pounds of food to approximately 14 agencies. During this time, CCH also continued its existing programs of health and wellness, nutrition classes, smoking cessation, exercise and other health initiatives in partnership with La Porte County Purdue Extension, Intrepid Phoenix and with funding support Duneland Health Council, Healthcare Foundation of La Porte (HFL), United Way of La Porte County, Unity Foundation and others.

Phase 2 has resulted in major expansion of the program and providing fresh, nutritious food to those who need it most.

Food rescue volunteers put together bags of fresh produce as a part of a recent food distribution event.

21 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 “The CCH Food Rescue Initiative also promotes selfl essness through volunteer opportunities and provides learning opportunities and employment opportunities. Many participants have used this opportunity as a launching pad to gain full-time employment and housing. Keys to Hope participants receive positive

Jim Musial, Executive Director, CCH has helped drive rapid expansion of the reinforcement from what they learn through the La Porte County food rescue initiative in 2020 thanks to a new, refrigerated food program and how it is applied in real life.” distribution truck funded by Healthcare Foundation of La Porte and Duneland Health Council. — Jim Musial, Executive Director, CCH

Jamie Miller, Development Offi cer, Unity Foundation helped Tammy Rosebaum, Operations Director, Citizens Concerned with the Homeless plan and harvest several community gardens.

need food assistance? • Call Indiana 2-1-1 to be connected with local resources • Contact your local food pantry (for a complete list, visit the Healthcare Foundation’s website) hfl aporte.org • Apply for SNAP at fssabenefi ts.in.gov • Call your local township trustee’s offi ce

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 22 GOLD KEY SOCIETY

Unity is proud to serve our professional advisor community through annual workshops for continuing education and a robust Planned Giving website with helpful tools and up to date information.

We appreciate those who help foster gifts to or through Unity Foundation as they assist their clients in attaining their philanthropic and fi nancial planning goals. Since our last annual report publication, we added three new members to the Gold Key Society and awarded fourteen additional keys to advisors for assisting clients in strengthening their community by introducing them to Unity and the diverse options it off ers to be philanthropic. Whether it is tax savings, the desire to fund a special cause or the importance of leaving a future legacy, Unity has vehicles to help everyone!

Dave Albers Cynthia Hedge Patrick W. Reynolds AFS Company, LLC Attorney Ott/Haverstock Funeral Chapel ManDee Alevios Lori Howard Timothy D. Rice, AIF, CWS Edward Jones Harbour Trust CAPTRUST William E. & Investment Management Michael V. Riley Anderson, CPA Ralph F. Howes Attorney Paul Applegate Howes & Howes, LLP Thomas W. Root Applegate & Co. CPA ‘s Michael K. Jones, CFP Root Funeral Home Natalie J. Boocher Ameriprise Financial Services, Inc Bob Rose Drayton, Beige, Sirugo & Elliot James Kaminski Harbour Trust & Michael C. Brennan Newby, Lewis, Kaminski & Jones Investment Management Sarah E. Brown John A. Kaylor Jonathan E. Salisbury, AAMS Edward Jones Schmitt & Kaylor CPAs Edward Jones William and Sara Carlisle David R. Kibbe, J.D. Rachel L. Saxon Geisen-Carlisle Funeral Indiana Trust Horizon Trust & Cremation Services Wealth Management & Investment Management Robin Clark Dale Knouse Richard J. Schmitt, CPA Horizon Bank Cutler Funeral Home Schmitt & Kaylor Nate Cobbs Deborah J. Koller, AAMS James M. Shearin, CPA Harbour Trust Raymond James Schmitt & Kaylor & Investment Management Michael R. Kopec David Sirugo Jess Denger Edward Jones Drayton, Biege, Sirugo, Edward Jones James R. Lake & Elliott, LLP V. Michael Drayton Ameriprise Financial Bruce L. Stevens Drayton, Biege, Sirugo, Scott S. Luc, CFP ® StevINS Financial Services & Elliott, LLP Wealth Management Advisor, Marti Swanson William A. Elliott Merrill Lynch General Insurance Services Drayton, Biege, Sirugo, Lawrence J. Mazur Susan M. Vance & Elliott, LLP Attorney The Power of Money 101 Espar & Associates Barry F. McDonnell Karen Vogelsang Shaw Friedman Attorney Vogelsang Asset Management Friedman & Associates, P.C. Brian C. Merrill Edward L. Volk, Retired Greta Friedman Harbour Trust Newby, Lewis, Kaminski & Jones & Investment Management Tim R. Gartland, AAMS Edward J. Wainscott, CPA Edward Jones Ann Metcalf, CPA Edward J. Wainscott, CPA Angelos & Rardin Alicia Gloyeske Bradley Werner, AAMS Attorney Stephanie K. Oberlie Brad Werner & Co. Harbour Trust Rhonda Graves Todd Wooten, CSA,CID & Investment Management Haverstock Funeral Home Inc. Blue Sky Financial Partners, Inc. Justin M. Padgett, CPF® Steven Gronceski, CFP Valeo Financial Advisors, LLC PicturedPictured top to bbottom:ottom: Strategic Financial Group, LLC Dale Parkison, CPA MaggiMaggi Spartz & JJessess DenDenger,ger, Edward JoneJoness Lynn Haverstock Parkison & Hinton Inc., P.C. Tim Gartland,Gartland, EdwardEdward Jones Ott/Haverstock Funeral Chapel David F. Pendergast Brian C. Merrill,Merrill, HarHarbourbour Trust & Investment ManaManagementgement William E. Hedge Edward Jones JamieJamie MiMillerller & SaraSarahh Brown, EEdwarddward Jones Attorney Lawrence Rardin, CPA Angelos & Rardin

23 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 with Unity

VOLUNTEERS Jamie MIller, Development Offi cer, Unity Foundation, Sydney Varnak, Unity volunteer, wrote a 2020 grant that awarded STAR Center works with volunteers in the Keys to Hope community garden. with a new, life-saving AED generously funded by Healthcare Foundation of La Porte.

Gary D. & Marcia Greg & Maria Fruth La Porte County Kevin & Sue Ren Rose Tejeda Alexander Tom Garwood Public Library Ann Robson Peggy Thomas Matt & Maria Amor Jon Gilmore Roger Lippold Tony Rodriguez Trish Tompkins Kelly Anoe Jenilee Haynes Paul Lloyd Mario Rosa Florene Troyer Jack Arnett Ron Heeg Nate Loucks Irene Rosevear Dale Tuholski Hassan Baydoun Kevin Higdon David Long Linda Saddler Larry Tuholski Liz Bernel Horizon Bank Facilities Michele Magnuson Kim Sauers Grace Varnak Michael & Kathy Brennan & Service Dept. Sue McCormack Denise Scarborough Sydney Varnak LeVana Briggs Barb Howe Corinne McGrail Mark Scarborough Melissa Vega Julie Burke Carol Howe Ann & Bernard Metcalf Myron Schafer Edward L. Volk Jada Bush Jim Howe Scott Miller Jan Schlegelmilch Kathy Walker Chelsea Buyce Heidi Jaff ee Shalonda Morrow Brenda Schultz Rich and Christine Ward John Carmen Jim Jessup Noe Najera Ed Seal Joe Watterson Tom & Sandy Cipares Gail Johnson Marjorie Nasser Debbie L. Sellers John Weithers Vane Clayton Jim Kaminski Alfreda Nelson Beth Schrader Greg Werner Nancy Clayton-Ault Dan Kaminski Angie Nelson Deuitch Mrs. Betty Shunk Chuck White Joe Coar Dr. Tom Keon Connie Novak Dan Shunk Linda & Bill Wiltfong Rick Commers Dot Kesling Randy Novak Duane Siefert Sandra Wood Diana Kabelin Corley Toni Kester James & Lynn Owens Kim Siefker Judy Wright Laura Costello Justin M. Kiel Heather Penziol Dylan Spartz Susan Wright Earl & Faye Cunningham Lisa Kincaid Nelson Pichardo Tom Spartz Jim Wszolek Melanie Davis Rudy Kohn Dick Pilcher Drew Spartz Sandy L. Young Yolanda Davis Monica Komasinski Tom Powley Seth Spencer Rev. Joel Zipay Ashley Dickinson Leah Konrady Kim Presley Jessica Spiess V. Michael Drayton Dr. Vidya Kora Carolyn Probasco Brenda Stellema Shannon Eason Sophie Koss Sharon Raab Marti Swanson Katie Eaton Richard and Tracy Krause Ron Ragains Diane Szynal Tom Edwards Matt Kubik Karen Ellison Paul Kysel Samantha Everett Mary Laramore Sara J. Exum Chelsey Lehl Mr. Dale Ferraro Beth LeRoy Mary Foell Jeff LeRoy For additional details visit Greta & Shaw Friedman Kabelin Ace Hardware ufl c.net

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 24 with Unity

Pictured left to right: Maggi Spartz, Mary Lou Linnen & Dr. Barbara Eason-Watkins Ordinary people extraordinary vision Unity Visionaries see beyond today to enrich our community far into the future. They were inspired to start a permanent fund; name Unity as a benefi ciary of their will, insurance policy or IRA; or to create a charitable gift annuity. By doing one or more of these acts, they are meeting their goals today, while making a lasting expression of their family values.

We celebrated this unique group this fall 2020, bringing them together, introducing them to each other, sharing their stories and getting constructive feedback. We love our Visionaries and they love what Unity does to help them strengthen La Porte County now and forever! VISIONARIES We are grateful for their trust and their commitment to our future.

Susan Aaron Dr. Irvin Watkins & Mary Lou Linnen Cheryl Reinhart Dr. & Mrs. Amarnath Dr. Barbara Eason-Watkins Joseph Linnen Dan & Pam Ribordy B. Agrawal Thomas & Sheryl Edwards Dr. Lawrence Lobl Scott & Marrianne Rice Blayne & Cathy Albrecht Michael Essling Glenn & Kathy Lubeznik Dennis & Francis Sipocz Willis E. Alt Jr. Stephanie Essling Daniel & Tricia Luck Richardson David W. Alt Julie Euler Michele & Jim Magnuson Michael & Amy Riehle Jr. Matthew & Maria Amor Bill Euler Dave Manges Family Judy J. Ringo Paul & Sharon Applegate Shaw & Greta Friedman Bruce & Julia Manner Dr. Tom & Cindy Roberts Dr. Barbara Backer Tom Garwood Dr. Ben & Darlene Mannix Mr. Bob Rose Steve and Darlene Baker Therese Gavin Marsha Markle Michael & June Salmon Mr. & Mrs. Bernard Baltes Tabb Gesse Peter Mathis Paul & Terri Sammann Mike and Lou Ann Bankowski Jon & Sherri Gilmore Diana & Michael Rocke Brenda Schultz Ron Bensz Cary & Kristy Guse McCarthy Donald F. Scott Elizabeth H. Bernel Romona I. Hay Sue McCormack Gerald & Betty Seegers Mr. & Mrs. Edwin E. Bowers Frank Howe Patrick & Susan McCoy Betty L. Shunk Barbara Brandon Janet Howell Michael & Deborah Elaine M. Shurte Michael & Kathleen Brennan Carolyn Ignatuk McDermott Scott & Kimberly Siefker Dick & Betty Brewe Alison Jaksa Constance McKeague Dr. Edward Sommers Darrin Brooks Jim & Virginia Jessup The Merrill Family Maggi & Tom Spartz Helen Brust Bruce R. Johnson Ann Metcalf Rich & Amber Stalbrink Marilyn Burrows Jerry & Kay Kabelin Melinda Metzger, Jennifer Peter & Mary Kay Steele & Emma Goldberg Carrie A. Campbell Dennis Kelley Mickey & Teri Stisher Fred Miller William & Sara Carlisle Andrew C. Kesling Dr. Tom & Kimberly Stokes Drs. David C. John Carmen Dorothy Kesling-Rosenblum and & Lovera Wolf Miller Tom & Marti Swanson Dr. Joe Rosenblum Thomas & Sandy Cipares Martin Minich Linda Terzino Jim Kniola Robin Clark Leigh & Marcia Morris Lane and Tim Theriac Dr. & Mrs. Vidya Kora Lin Conley Dr. Edwin Mueller Peggy Thomas Joyce T. Kovacevich Lisa Corey Jeff Deuitch Jeanne Ticsay Dr. Ronald & Diana Corley Stanley Kowalski & Angie Nelson Deuitch Florene Troyer Daryl L. Crockett Richard & Tracy Krause Jim & Kathy Nova Nathan & Kristen Ulery Earl & Faye Cunningham Mark & Laura Krentz Chuck & Rita Oberlie Chris & Deb Varnak Rita Dagys Dr. & Mrs. Stephen Kroczek Tim & Jackie Ohlund Edward L. Volk Jean Dalenberg Robert & Lori Lake Marilyn Pavey Ellen Waite-Franzen Todd & Stephanie Dickard Deborah Landry Michael Perlich & Scott Franzen Pamela Dishman Peg Landsman Cliff ord & Lisa Lee Peterson Dr. Janet Weiss Randy & Jane Dorman Tim & Donna Larson Barrie Peterson Robert & Sharon Wright V. Michael & Cherri Drayton Elizabeth LeRoy Janet P. Priebe Protas Sandy L. Young Jeff & Dawn Dunifon Maurice Levin Ron Ragains Susan Zolvinski Jim & Nancy Dworkin Dan & Linda Lewis Warren & Sandy Ransom Annonymous Donors Larry Reed

25 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 with Unity GIFTS 10/01/2019 - 09/30/2020 In Memory of In Honor of

Pop and Mütti Margaret Espar Duane Mertl Buzz Russell Marsha Rabiteau’s Marriage Anonymous Mark E. Essling Erma Meyers Eugene Shurte Beth Berkson H. Joel Jeff rey Mel Fath Bob Murray Maren Swindell Marc Berkson’s Birthday Carley, Dick (Uncle Robert H. Forney Betty Lou Nault Rod W. Smith Class of 1968 Bobby) & Maryjo Joyce Fragomein Richard Niegos Carrie Stec Rob Das Janie M. Hatchell McKindra Fletcher, M.D. John W. Gabbert Christian Norville John “Jack” G. Jane Applegate Jim and Alison Jaksa Steve Gawronski Hanna Ohlund Taylor George Pete Backer Terry Pavey Beverly Ann Guse Lorraine Orlowski Donnie Thomas Sylvia Bankoff Gene and Mona Pavey Steve Hornyak Clem T. Otolski Dan Thompson Jean Bensz James Pickford, M.D. Theresa Jamieson Lynsey Kathleen Francis J. Wiegand Carol Ruzic Deborah Carter Spike and Audrey Painter Susan Wilkins Berkson John & Mary Smith Johansen Vance Parkhouse Pastor Hazel Williams Myron E. Berkson M.D. Stepping Stone Shelter Joe Kernar Gene Pavey Johnny T. Williams Betsy Berry Unity Foundation Robert Klein Terry Pavey Dr. William Wolf, Sr. of LaPorte County Liz Bigda Dennis L. Knaup Loyal E. Perlich Deb Varnak Alec Bunch Joseph Krochta Marilyn Perlich Sandra Young Robert “Bob” Clark Helen Lazarek Jerry Peters Dick Cook Miriam Long Isabelle Peterson Bob Courinigton Dr. John Luce Mike Phillips Ronald Crane Roman Gene Raymond Racine Bob Dempsey Macudzinski Myron Rahmstorf Dawn Drangmeister Yvonne McGill Carol L. Root Betty Elkins Robert Edward Roger Jay Ruby McGrath

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 26 with Unity

Girls on the Run participants excitedly cross the fi nish line. Unity supported Girls on the Run of Northwest Indiana in 2020 UNITYFUNDS through continued program support.

Community Funds Field of Interest Funds These funds are established to benefi t & Agency Funds the specifi c community to which they are These funds benefi t a specifi c charitable directed. They are fl exible funds, organization or cause. responsive to ever-changing needs. A knowledgeable group of local people Animal Care and monitor community needs and resources Animal Education and have the challenging task of Community Development Animal Lover’s Fund & Philanthropy deciding how to best use the funds. Independent Cat Society Bethany Community Fund La Porte County Small Animal Shelter Economic Development Investment Fund AAUW La Porte Community Fund Michiana Humane Society Honor Our Military Fund Backer Family Fund Polad Animal Care Fund Jim Jessup Future Leaders Fund Bowers & Smyrl Families Community Fund Washington Park Zoo Fund Kankakee Valley Workforce Fred & Helen Brust Community Fund Clarence Weinkauff Jr. Grant Fund Development Fund Petrea A. Clark Community Fund Kiwanis Club of La Porte Charitable Fund John P. & Anne H. Daley Community Fund Arts & Culture La Porte County Celebration Fund Ernest & Mildred Delco Community Fund Arts in the Park Fund Michigan City Lion Charities, Inc. Pauline M. Dent Memorial Fund Arts United Fund of La Porte County Endowment Fund Randy & Jane Dorman Foundation Fund Bankoff Family Fund for the Joseph & Jerome Nickels Fund Charles T. & Pauline J. Dye Endowment Fund Sinai Sunday Forum Ron Wood Jr. Memorial Water Safety Fund Mark E. Essling Community Fund Beverly Shores History Museum Rotary Club of Michigan City & Art Gallery Fund Sanford Z. Friedman Community Fund Foundation Fund Barry Dulyea Arts for Children Fund David C. Gardner Community Fund George H. & Madeline A. Smrt Canterbury Guild Inc. Endowment Fund West Side Neighborhood Fund Kabelin Family Community Fund Dunes Arts Foundation Endowment United Way of Greater La Porte Ruth W. Pollingue Community Fund County Endowment Fund Eugene & Marilyn Glick Arts Fund Purdue Federal Credit Union Fund Unity Foundation Operating Fund Indiana Humanities Fund Ruth Sabin Community Fund Unity Foundation Operating La Porte County Symphony Fund Scott & Marianne Rice Family Endowment Fund Community Fund La Porte Little Theatre Club Vibrant Communities of La Porte County Endowment Fund Tom & Judy Ringo Community Fund Wanatah Lions Club Endowment Fund La Porte Music Club, Inc. Fund Tower/Oktoberfest Community Fund Dale E. Landsman Arts Foundation Philip A. Sprague Community Fund Education Jack & Shirley Lubeznik Thomas C. & Blanch G. Stokes Center for the Arts Barbara A. Carmen Memorial Fund Community Fund Jerry Peters Memorial Fund The Graduates of Isaac C. Elston John & Jean Vail Advised Fund High School Education Support Fund Ted & Ruth Rohrabaugh Fund for the Sandra L. Young Community Fund Michigan City Lakefront Amphitheater Janet Collings Drayton Unity Foundation Power for Good Teacher Innovation Fund Julia Diane Ragains Slawin Music Fund Community Fund Haiti Children’s Education Fund Sandra Young Arts Appreciation Fund Ivy Tech MC Pejic Campus Fund Sculptor Isamu Noguchi Tribute Fund City, Town, Township Funds La Lumiere School Endowment Fund Stisher Family La Porte High School Band John A. & Dorothy Sieb Carstens Fund La Porte County Educational Taleamor Park Environment & Art Fund Galena Township Community Advancement Fund Endowment Fund La Porte Educational Development Hanna, Indiana Community Fund Foundation Endowment Fund Westville, Indiana Community Fund La Porte High School Class of 1952 Fund Leadership La Porte County Fund League of Women Voters Education Fund

27 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 with Unity UNITYFUNDS

LOK Wishing Tree Foundation Shirley Heinze Land Trust Endowment La Porte County Marquette Catholic HS Education Fund for La Porte County Meals on Wheels Endowment Michigan City Area Chamber Trail Creek Watershed Partnership Fund Michigan City Holiday Meals Foundation of Commerce Education Foundation Urban Forestry Fund – Michigan City Lorraine Gehrke Orlowski Fund Michigan City Area Schools Unity Park Endowment Fund for Housing & Homelessness Endowment Fund Michigan City Education Foundation Family Support Literacy and Library Services J. Robert & Marjorie Miller Children’s Fund (Child Abuse Kay Franklin Commemorative Fund Teacher Advancement Fund Prevention) – Dunebrook La Crosse Public Library Fund Morgan Family Foundation Fund Family Advocates (CASA) Fund La Porte County Public Library Notre Dame Catholic School La Porte Family YMCA Endowment Fund Education Fund Child Care Center Fund Marquette Catholic High School Peepers for Teachers La Porte Jaycees Deserving Children Library Fund Queen of All Saints School Language Arts Endowment Fund Michigan City Public Library Fund South Central Education Foundation Women’s Care Center of Greater La Porte Read La Porte County Literacy Fund County Endowment Fund Teacher Innovation Fund for MCAS Unity Foundation Literacy Fund Womens Well-Being Fund Westville Schools (MSD of New Durham Twp) Endowment Mental Well Being Health Care Related Mental Health Fund of La Porte County Center for Hospice Care Fund Emergency Housing & Services Samaritan Counseling Centers Fund Duneland Health Council Fund La Porte County Chapter – Worthy Women Recovery Home American Red Cross Endowment Fund Erdheim – Chester Disease Endowment Fund Global Alliance Fund LC Disaster Relief & Recovery Positive Youth Development Sand Castle Shelter for Children & Families Franciscan St. Anthony Health, Michigan City Fund 4-H of La Porte County The Salvation Army of La Porte Endowment Fund La Porte Hospital Foundation Fund The Salvation Army of Michigan City LOK Wishing Tree Foundation The Salvation Army of Michigan City Open Door Community Health Alliance Major Building Repairs Fund Endowment Fund Stepping Stone Shelter Endowment Fund Dr. R. Thomas Rocke SMILE Foundation Mosette Levin Cancer Fund Environment, Parks, & Recreation VNA of La Porte County Endowment Barker Woods Stewardship Fund Beechwood Golf Course Endowment Fund Historic Preservation Dunes Environmental Learning Center Celebrating Naomi Anderson Tuition Assistance Fund Project Fund* Environmental Improvement Fund Long Beach Historical Society for La Porte County Michigan City Lighthouse Fort La Play Porte Endowment Catwalk Maintenance Fox Memorial Park Endowment Fund Rumely/Allis-Chalmers La Porte Heritage Center Fund Friendship Botanic Gardens Fund Washington Park Bandstand Fund June B. Kelley Garden Fund for Long Beach Maggi Spartz, President, Unity Foundation and La Porte City Park Foundation Fund Housing and Food Heather Ennis, President & CEO, Northwest Indiana Forum La Porte County Conservation Fund attend the Made in La Porte County event. Aff ordable Housing Fund for the La Porte County Conservation Trust Fund Greater Michigan City Area La Porte County Park Foundation Fund Catholic Charities of the Diocese of Gary Long Beach Tree Fund Food Bank of Northern Indiana Fund Mill Pond Park Fund Home Team Fund Jan Nona Environmental Stewardship Homeward Bound, Inc., Endowment Fund Award Fund Housing Opportunities Endowment Fund Rotary Special Projects Fund La Porte County Habitat for Humanity, Inc. Save the Dunes Conservation Fund Endowment *New Fund

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 28 with Unity UNITYFUNDS

Boys & Girls Club of La Porte County Agrawal Family Fund for Social The La Porte County E-Z Riders Endowment Fund & Learning Institute Horse & Pony Scholarship Fund Boy Scouts of America Legacy Fund for the Swanson LaSalle Council #165 Fund Activity Center for Older Adults La Porte Amateur Musical Scholarship DeCamp’s Band of Brothers Fund Library Services for the Disabled Fund La Porte County Nursing Dr. Fischer LPHS Athletic Fund Paladin Endowment Scholarship Fund Foundations for Youth Reins of Life Michigan City La Porte County Symphony Orchestra (Youth Service Bureau) Endowment Fund Deborah DePoy Scholarship Girl Scouts of Northern Indiana-Michiana Gardner & Guerrucci Memorial Endowment Fund for Social & Learning Institute Robert E. LeRoy Tennis Scholarship Hands off Heroin Fund, MSD New Durham Twp Schools Senior Independence Fund William P. & Mary Lou Linnen Imagination Station Fund SHARE Foundation with the Fund for St. Mary’s College Handicapped Fund Imogene L. Dahl Purdue Extension Fund Linnen Memorial Fund for La Lumiere Junior Achievement of Michigan City Awards and Scholarships Marilouise Lundgren Lossing La Porte County Fair Fund Agricultural Scholarship Memorial Education Fund La Porte County Family YMCA Fund The Judith A. Amor Nursing Scholarship La Porte County Family YMCA Jack Lubeznik Scholarship Fund Diane Kay Bamberth Memorial Award MC Elston Branch Endowment Fund Robert L. Ludington & Anita Huppenthal Gustav J. & Elma A. Banzhaf MCAS Education Enrichment Ludington Scholarship Fund & Dress for Success Fund Scholarship Fund MCHS Athletic Booster Club Bensz Family Scholarship Fund Ruth & Leonard Minich Zach McCoy Youth Development Fund Barbara Brandon Piano / Scholarship Fund Organ Achievement Award Aaron McNew Memorial Fund M.C. Summer Festival Dr. Windham Bremer Scholarship Hanna Helen Ohlund Memorial Fund Scholarship Fund Lloyd G. & Betty Jane Clayton New Prairie Athletic Capital Fund Scholarship Fund Dr. Edwin C. & Alice J. Mueller Kent D. Ribordy Youth Fund William Vernon Compton Scholarship Scholarship Fund Philip A. Sprague Care & Share Fund Earl & Faye Cunningham Scholarship Loyal Perlich Outstanding Teen Dream Fund Anne H. Daley Youth Service Bureau Speaker Award Tuholski & Oberlie Environment Scholarship Pioneer Scholarship & Arts Fund for Youth R.E. Daly III La Lumiere Scholarship Charles Westcott Youth Fund Ernest & Mildred Delco Scholarship Redington & Rootes Scholarship Youth 2 Youth Endowment Fund Carley Dickard Memorial Scholarship Fund Ida M. Reff ett Debate Scholarship Galena Township Scholarship Fund Religious Robert A. & Dorothy W. Rocke James A. & Phyllis A. Garwood Scholarship Bethel Presbyterian Church Memorial Music Scholarship of Union Mills Fund J. & J. Guerrucci Family Foundation Frank & Dorothy Schellin Scholarship First United Methodist Church Donald & Beverly Guse Scholarship Fund Donald F. Scott Motivational of La Porte Endowment Fund Harold & Rowena Hargrave Scholarship Scholarship Evelyn & Robert Johnson Fund for the First Christian Church of La Porte Robert J. Hiler Memorial Scholarship Floyd O. & Betty L. Shunk Scholarship Ruth Howe Memorial Nursing Scholarship La Porte Catholic Church Fund Edward B. Siperek & Grace A. Steele The Ingersoll Trust Music Fund for First United Siperek Scholarship Methodist Church of La Porte Dr. King S. Jones Memorial Presbyterian Church Foundation of La Porte Scholarship Fund Irvin E. & Peg Swanson Scholarship Presbyterian Church of La Porte Arthur & Alice Kabelin Scholarship Tanber-Blair Golf Scholarship Fund Endowment Fund Kabelin Family Scholarship Neil G. Thompson Memorial Scholarship Sinai Temple of K.A.T. Volunteer Scholarship Michigan City Endowment Harry Kelling Scholarship Fund John R. & Florene A. Troyer Scholarship St. John’s United Church of Christ, Kelly-Prentiss Scholarship Unity Foundation County-Wide Michigan City Sandra Calkins Kowalski Scholarship Fund Trinity Church Fund, Michigan City Community Nursing Fund Wanatah Sacred Heart Catholic Church D.I. Walker Scholarship Fund Senior Citizen Well Being Richard & Tracy Krause Arlo & Jayne Westphal and Other-abled Scholarship Fund Memorial Scholarship

29 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 *New Fund Thank you to all healthcare, fi rst responders and frontline agency workers who have bravely and tirelessly helped so many community members in need this past year.

DONOR ADVISED FUNDS These funds are for charitable purposes recommended by the Donor Advisor. Their recommendations are honored as long as they are deemed legal and charitable in nature.

Agrawal Family Fund Micky Gallas Family Fund Manges Family Fund T.H.E. Fund Amberg & Spartz Family Fund Gilmore Family Fund Bruce & Julia Manner Donnie & Peggy Thomas Empowerment Fund Alt Family Fund GoMetz Farm Fund Social Capital Fund Tom & Judy Ringo Advised Fund Paul & Sharon Applegate Charles K. & Janet McDermott Family Fund Family Foundation Greenwald Family Fund Terence Metcalf Memorial Fund Salmon Family Fund Paul & Terri Sammann Fund Milton L. & Sylvia R. Bankoff Hay Family Advised Fund Leigh & Marcia Morris Fund Memorial Foundation Jack L. Jones Advised Fund Nelson & Deuitch G.W. Schmidt Foundation Bensz Family Advised Fund Kabelin Family Fund Community Fund Seegers Family Fund Muriel R. & Myron Kora Family Fund Christian J. Nickels Eugene & Elaine Shurte Memorial Fund Family Fund E. Berkson, M.D. Fund Lake Family Fund for Brennan Family Fund La Porte County Jerome C. & Kathy A. Orcutt Fund Scott E. & Kimberly A. Siefker Fund Stalbrink & Lapaich Family Fund Fred & Helen Brust Fund Lake Family Fund Pontius Family Foundation Ticsay Family Charitable Sara & Bill Carlisle Advised Fund Levine Family of La Porte Fund William & Marie Priebe Memorial Fund Foundation Dent & Sterger Families Lighthouse Place Charitable Fund Ulery Family Fund Foundation Fund Shirley Lubeznik Advised Fund Random Acts of Kindness Fund Varnak Family Foundation Jeff & Dawn Dunifon Family Fund Rose & Walter Machnyk Ransom Family Foundation Robert W. & Sharon L. Wright Donor Advised Fund Cheryl J. Reinhart Advised Fund Shaw & Greta Friedman Community Fund Advised Fund Magnuson Family Advised Fund Anonymous Funds

*New Fund

For additional details visit ufl c.net

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 30 with Unity LEADERSHIP BUILDERS Donors who made contributions of $1,000 or more between October 1, 2019 and September 30, 2020.

1st Source Bank Fedorchak & Assoc. Architects La Porte County Convention PNC Financial Services Group 4411 Inn & Suites Paul & Judith Fenker & Visitor’s Bureau Purdue Federal Credit Union AAUW Education Foundation Fidelity National Title La Porte County Association Ron Ragains and Sally Swanson of Realtors, Inc. Accurate Castings First Alert BRK Brands Inc. Regional Development Company La Porte County Row Crop Dr. & Mrs. Amarnath B. Agrawal Franciscan Alliance Food Producers Rice Farms, LLC American Structurepoint, Inc. Francis X. & Judee Gartland La Porte Music Club, Inc Rieth-Riley Construction American Licorice Company Gavilon Grain LLC Larson Danielson Rowley and Company LLP Mr. & Mrs. Matthew A. Amor Mr. & Mrs. Jon A. Gilmore Construction Company RQAW Corporation Anonymous Harbour Trust & Investment Denise & Roger Libke Jon Salisbury Applegate & Co, PC CPAs Management Compnay Dr. Lawrence Lobl Mr. and Mrs. Kim Sauers Drs. George P. & M. Barbara Healthcare Foundation Estate of Gene W. Burrows SEH of Indiana of La Porte Backer Mr. & Mrs. Dave B. Manges Mr. James Shoff ner Hensley Legal Group PC Dr. Peter & Mary Bankoff Marsha Markle Maggi and Tom Spartz William & Jo Barron Hickman, Williams & Company of Kentucky Susan J. Martin Peter and Mary Kay Steele John C. Beutner Robert J. Hiler Family Foundation Mason Investment Strategic Financial Group,LLC Arnold W. Bos Advisory Services Matthew G. Holda Sullair, LLC Mr. & Mrs. Edwin E Bowers Peter Mathis Howmet Aerospace Sullivan-Palatek, Inc. Glen & Judy Brown Richardson Larry & Laura Mazur Horizon Bank Timothy and Marcia Taebel Germaine S. Burns McColly Bennett Housing Opportunities The Artist Recovery Tom & Mary Ellen Burns Meridian Title Corporation Illinois Tools Works, Inc. Tonn & Blank Construction Cadence Environmental [Jim Kniola - match] Mikropor America Inc. Mrs. Florene A. Troyer Energy, Inc. Indiana Kentucky Ohio Nancy A. Moldenhauer Kathy Ulman Cannon’s Automotive Service & Anna S. Livesay Regional Council of Carpenters Union Mills Conservation Fund Centier Bank Market Recovery Morgan Family Foundation, Inc. Adam Vidoni Chicago South Shore Jaeger-Unitek Sealing Solutions NECA IBEW L U 531-N Indiana Viobin Online & South Bend Railroad James & Allison Jaksa New York Blower Company Edward L. Volk City of Michigan City Jerry & Kay Kabelin Newby Lewis Kaminski & Jones Walmart Corporation Edwin J. Clark Revokable Trust Kabelin Ace Hardware Mrs. Nancy Nichols Wanatah Lions Club Ron & Carol Clindaniel Jim & Liz Kaminski Estate of Jerome H. Nickels Mr. Daniel E. Whiteside CoBank, ACB Kankakee Valley REMC NiSouce Charitable Woodruff & Sons, Inc. Dr. Ronald & Diana Corley Dr. and Mrs. Peter C. Kesling Foundation/NIPSCO Mr. & Mrs. Rick J. Dekker Kingsbury Utility Corporation Northwest Health - La Porte Mr. and Mrs. Jeff P. Dunifon Jim Kniola Chuck and Rita Oberlie Vera Z. Dwyer Charitable Trust Dr. & Mrs. Vidya Kora Mrs. Stephanie K. Oberlie Elston Class of 69 Pioneer Lumber

Leadership La Porte County’s 36th class celebrates the completion of their cohort.Unity Foundation continues to be a proud supporter of this county-wide program.

31 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 Contributions made from $25 to $999 to support Unity or any fund FRIENDSof their choice between October 1, 2019 and September 30, 2020.

Aaron Smith Ms. Barbara Benz Julianne M. Charlesworth Dr. Irvin Watkins & Dr. Barbara Eason-Watkins Mr. & Mrs. Dave Albers & Ms. Terese A. Fabbri Robin Clark Thomas & Sheryl Edwards Wayne & Carol Albrecht Rabbi Marc Berkson Andy & Diane Cleek Jaime Edwards Mr. & Mrs. Gary D. Alexander Susan Berkson CLH, P.C. Elevate Bio AmazonSmile Foundation Beth Berkson & Rob Das Joanna Clindaniel Betsy Elsaesser Anonymous Donor Elizabeth H. Bernel Judy & Rick Commers Estep Burkey Simmons, LLC Dr. Dale & Gloria Applegate Dawn M. Biela Mr. Marty Corley Jim Euler Blake Applegate Mr. Ron Birky John G. Craven & Patricia Grahm Dr. & Mrs. James A. Arata Jr. Jodi C. Black Craven Alexander M. Evans Elizabeth Armstrong Brenda Branch Daryl L. Crockett Facebook Payments Inc. Arturo’s Baked Goods & More Mr. & Mrs. Michael Brennan Earl & Faye Cunningham Mr. & Mrs. Michael F. Fara Steve & Darlene Baker Jacob E. Brown Lee W. Dabagia Virginia M. Ferrell David & Billie Bankoff Kathryn Brtko Jeanette Daniels Beverly A. Fields Michele Barber Helen Brust Marianne L. Davison First Congregational Church Timothy H. Barron Mrs. Marilyn Burrows Richard & Barbara DeCamp Gary & Sharon Fischer Paula Bartholome Business Development Victorine Deprey Gene & Maureen Flickinger Kelli Bartkus Corporation Jeff Deuitch & Angie Nelson James & Janet Foglesong Jean & Richard Bartmess Dr. & Mrs. Thomas M. Calvin Deuitch Sandy Ford Deborah M. Beien Mr. Frank Cardello Pamela Dishman Nancy Forney Mr. & Mrs. Jeff Belkiewitz John & Peggy Carmen Donald & Melanie Steiner Michael W. Franke Dianne Carpenter Mark & Susan Dyken

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 32 with Unity

The Class of 1969 donated to the Elston Education Fund. Left to right representatives: Linda Swedenberg & Kathy Pahs-Rhodes

Mary Knaup Lawrence J. Merkner Robert & Joyce Koselke Michiana Lions Club Mark E. Kosior Mark & Susan Mihalo Sophie Koss Dr. & Mrs. David W. Miller Barbara & Mike Krieg Mr. & Mrs. David R. Miller Dr. & Mrs. Stephen Kroczek Jamie Miller David Krueger Marlene Mitzner Kyleigh Kubik Mitzner Farms La Porte County Family YMCA Guy & Janice Morelli La Porte County Habitat for Leigh & Marcia Morris Humanity W.S. Mueller & Family Paula Lambo Marjorie Nasser FRIENDS Peg Landsman R. Andrew Neal Marvin & Judy Larue Howard & Cheryl Neff Ellen Waite-Franzen Laura E. Henderson Dr. & Mrs. Ross L. Lawrence & Scott Franzen Marisa Novak Camille & Kevin Higdon Kathleen S. Lawrence Anita M. Freels Joseph D. O’Brien Jennifer Hilbish Mr. & Mrs. Kenneth E. Layton Amanda W. Freymann John O’Dwyer Jeanine A.& Kirk W. Hockney Leep Enterprises, Inc. Friedman & Associates, P.C. Jacqueline Ohlund Virgina Hoff man David L. Leising Carole Froedge Ann O’Neill Carol L. Howe David & Janice Levenhagen Rev. & Mrs. Victor M. Frohne Caryl Ann Osborn Larry & Misha Hutchison Dan & Linda Lewis Mr. Terry L. Garner Pat Otolski James Hutton Pat Turner & Norm Linsenmeyer Julie L. Geyer Kenji Ishida Mr. & Mrs. John Lippelt Packaging Logic, Inc. Char Gilpin Danielle Ivanovich Jennifer J. Lucas Mr. David F. Pendergast Global Land Surveying, LLC Joel Jeff rey & Carol Ford Daniel & Tricia Luck Vic & Mary Parkhouse Paul Godfrey Mr. & Mrs. Jim Jessup Kathryn M. & Peter M. Luther Parkison & Hinton, Inc. Webb Gracelon Barry & Sheryl Johnson Michele & Jim Magnuson Mr. Mark Parkman Greater LaPorte David C. Parnell Economic Development Corp. Jeff & Gail Johnson Pete & Beth Magnuson Vickie S. Partain Brittney S. Grundell George E. Johnson Catherine Malec Joseph S. Pavlock Timothy & Darla Guse Thomas G. Johnson Amos Malstaff PayPal Charitable Fund Gwen Spragg Solutions Inc. Roscoe Joseph Vanessa McCloud Robert & Janine Peo Larry & Sue Kay Hackett Melodee Kalinke Barry F. McDonnell Stephen A. Perkins Sarah R. Haefner Dan & Kate Kaminski Mr. & Mrs. Reginald McGee Michael Perlich Janie M. Hatchell Kenneth & Marianne Keber McGuire Woods LLP Marilyn McKay Katherine Peterson Hawkins Print Shop Mr. & Mrs. James H. Keil Michael & Aleta McKenzie Dr. Seth Philbrook Dorrence M. Hayden Barb Howe & Jane Kerstner Kari McKinney Ruth Ann Philipp Carol S. & Dwight D. Hayes Joe & Cheryl Killingbeck Jeff & Gwen Meinhard Brad Phillips Jennifer Heath Steve & Martha King Meridian Title Corporation Pillar to Post - Jason & Mindy Heidel Stephanie King The Tim James Team

33 | UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 with Unity

Florian & Christine Predd Sharon Raab Debbie Rahmstorf Alex & Jude Rakowski Kristina A. & Jason C. Randall Warren & Sandy Ransom Mr. & Mrs. Dick Reel Vicki Sparks & Don Reinke RGS Mill Products Corp. Gene Rice Mr. & Mrs. Jack Rich Jesse & Marilyn Rodman Mr. Robert Rose Benjamin Ruby Elizabeth Rumely Mr. John Rumely James J. Sprecher Verdun Ventures Members of the Long Beach Civic Nancy L. Russell Association knew they would not Mike & Kathy Spurling Marcia G. Voss Diane L. Russell hold their annual events during the Steve & Jean Squires Mr. & Mrs. Dana Wade pandemic. They seized the opportunity Mr. & Mrs. Glenn Schlundt Mr. Richard R. Stalbrink & Ms. Walsh & Kelly, Inc. to be a Power for Good, and raised Mr. & Mrs. Robert Schlundt Amber Lapaich funds for the La Porte County Richard & Christine Ward Disaster Relief & Recovery Fund. Schnable Alarm Systems, Inc. Bob & Jane Stanley Joshua Ward Carole Schroeder Vicky L. Stevers Otto & Diana Werner Janice D. Scott Laurie & Mark Strojny Lynette K. Werner Emily L. Sedler Sandra K. Stroud David G. Wilson Michael Sheehan Carolyn Surowiec Laurie Wink Marshall & Sharon Shifrin Anne Switt Gerald & Carol Wollert Michelle Shirk Marilyn M. Sykulski Ellen Woods Barbara Shurte Robert & Susan Tagmyer Worthy Women Recovery Home William & Sara Sightes Todd & Julieann Taylor Ted & Carol Wrobleski Jean T. Simpson John Terzino Barbara J. Ziolkowski Pekka & Pat Ruby Sinervo Diane Thalmann & Bruce Hastell Mr. & Mrs. Thomas J. Zolvinski David & Linda Sirugo The Indiana United Ways Judy & Bryan Smith The La Porte New Church Mrs. Linda Orlowski Smith Timothy O’Neill Gerald & Bernice Smith Tom & Jan Todd Linda Sperling John P. Tripp Scot S. Spoljaric II Vanair F. Remington Sprague Christopher & Debra Varnak

UNITY FOUNDATION OF LA PORTE COUNTY REPORT TO THE COMMUNITY 2019-2020 | 34 422 Franklin St., Suite C Michigan City, IN 46360

Contact us to learn more about A charitable bequest is one the benefi ts of making a gift to help of the easiest gifts you can make! us support your favorite charities.

MISSION with Unity The Unity Foundation will strengthen La Porte County now and forever by building permanent endowments; providing leadership; off ering philanthropic vehicles for everyone; and being a catalyst for social and economic vitality. VISION We envision La Porte County to be a vibrant collection of unique communities 219-879-0327 | 888-898-6489 | Fax 219-210-3881 that invest in their diverse people, grow their economic and healthy vitality, and promote unity@ufl c.net innovative leadership through talented citizens for a rich quality of life for all.