2017-2018 UNITY FOUNDATION REPORT TO THE COMMUNITY XÁFQHW UNITY FOUNDATION WITH OF LA PORTE COUNTY Unity STAFF Giving to Unity Receiving from Unity • Support our Community • A stronger County due to our Betterment work Community Betterment work • Remember or honor someone special • Services of nonprofi ts that receive • Build your favorite Fund Power for Good Unity grants – or have endowment funds Maggi Spartz (see pages 24-27) President • Start a Fund of your own – • Help furthering your education it only takes $5,000 through scholarships • Give stock, life insurance, IRA, etc. • Community information through events, publications, and social media • Mention us in your will • Personal, knowledgeable help to reach • Receive maximum tax deductions and your charitable goals savings allowable by law • Valuable estate planning information • Help us maximize with GIFT VII Match from our planned giving website Deb Varnak Jamie Miller • Technical support for non-profi ts Vice President Development Offi cer working on planning

18-19 Financial and Grant Scorecard

6 - 11 SHAPING OUR FUTURE: Focus on Workforce Development and Education

La Porte County Skill Up Network - a new resource Lisa Stojanovich Paula Mathis Marketing Assistant Accounting Manager UNITY FOUNDATION Lilly Endowment invests in 2017-2018 La Porte County students REPORT TO THE COMMUNITY Guse Family Leaves a La Crosse Legacy

Teacher Innovations get Funded TABLE OF CONTENTS 12-13 Thomas Family Makes Immediate Impact 16-17 Home Team Advances its Mission

3 Learn about Lilly’s 20-26 Gold Key Society / Volunteers Montana Hobby Margie Nasser new challenge! Gifts In Memory/Honor Lilly Endowment Administrative Intern (PT) Assistant (PT) 4 A word from the President Amazing Directory of Funds and Co-Chairs

5 Who’s on the Unity Board? ufl c.net 422 Franklin Street, Suite C | Michigan City, IN 46360 219-879-0327 | 888-898-6489 Fax 219-210-3881 | unity@ufl c.net | www.ufl c.net

2 | 2017-2018 UNITY FOUNDATION REPORT TO COMMUNITY Lilly Endowment Continues to Help Us Shape Our Future with $2-for-$1 Match

Unity Foundation is one of 94 Indiana Community Foundations invited by the Lilly Endowment Inc. to apply for funding under Phase VII of Lilly’s GIFT initiative. This generous program allows the Unity Foundation to apply for up to $1 million to be used to strengthen La Porte County now and forever. Additional opportunities from the Endowment include the engagement of community foundation board members and community leadership grants, based on county population.

“GIFT VII will help us shape the On October 15, Lilly Endowment announced a seventh phase of its Giving Indiana future of La Porte County-for Funds for Tomorrow (GIFT) Initiative for Indiana Community Foundations. the better. We look forward Begun 28 years ago, the GIFT initiative was designed to help local Indiana communities to working with our partners develop the philanthropic capacity to address their own needs and challenges. to improve the quality of life here, now and for generations to come.” “In the 28 years since GIFT began, community foundations have demonstrated their ability to inspire imagination, generosity and commitment Michele Magnuson, among local residents, donors and volunteers. Changing economic and Co-Chairwoman cultural dynamics are presenting both signifi cant challenges and important of the Unity Foundation opportunities for Indiana Communities. With GIFT VII, we seek to help community foundations raise resources and further enhance their ability to “The Endowment is giving us three lead collaborative efforts to improve the quality of life for their residents.” ways to participate: 1. Power for Good matching grant — where the community raises $500,000 in unrestricted endowment funds and Lilly Rob Smith, will match with $1 million in unrestricted funds. “Unity has been active in the Endowment’s 2. Unity board member participation, and community leadership for vice president 3. Community leadership grants — the Endowment many years. This opportunity for community will provide planning and implementation dollars will help us sharpen our focus development and an opportunity for a larger scale impact. The Unity and do things that will board of directors will be evaluating all of these options. strengthen our communities.” We’ll announce those after we’ve carefully considered them. This is a tremendous opportunity.”

Jon Gilmore, Maggi Spartz, Co-Chairman President, of the Unity Foundation Unity Foundation

To learn more about the $2 for $1 match or starting your own named fund, contact Jamie Miller, Development Offi cer at 219-879-0327 or email her at Jmiller@ufl c.net.

2017-2018 UNITY FOUNDATION REPORT TO COMMUNITY | 3 WITH Unity

Thanks to our What would you do if you could “Shape the Future” of La Porte County?

Sponsors What if you knew that steps you took today, made for a better, stronger future for the communities, organizations and families of La Porte County 10, 20 & 50 years from now? And, what if you had a generous POWER OF A COMMUNITY partner, like the Indianapolis based Lilly Endowment, Inc, who wants to see you as better and stronger, too? $5,000 Unity Foundation chose “Shaping the Future” as our theme. Looking back, we appreciate that the steps we took 26 years ago are paying off today. Because we took advantage of the Lilly Endowment’s GIFT initiatives starting in 1991, we have created new infrastructure that makes it easy for anyone to leave a legacy. We have over 300 different permanent funds that will support all kinds of worthy causes…forever. We have helped thousands of our families pay for college. Unity has supported hundreds of our non-profi ts through our grants and endowment funds that will forever support them. And our leadership has helped the community respond better to opportunities and threats.

While we are pleased with our results over the past 26 years, we believe we can do more and do it better. We can do this by sharpening our strategic focus, partnerships, innovative technologies, and inclusive POWER OF A COUNTY conversations. Recently our board of directors decided to focus on workforce development and education $2,500 with the goal of increasing local incomes and family resiliency. Mason Investment Services We are investing time, energy and funds into the La Porte County Skill UP Network. This unique partnership, with early support from our mayors and administrative support from the Center of Workforce Innovations, POWER OF A CITY is working to bridge the gap between good jobs and people who want them, but need more skills. $1,000 The Network received a $677,000 grant from the Indiana Dept of Workforce Development and the goal is 1st Source Bank to build a talent pipeline – of adults and youth, benefi tting our families and our employers. Unity is Edward Jones championing technology in our schools and partnering with others to “Skill Up” our residents for better Franciscan Health paying jobs & careers.

Meridian Title Corporation Unity founded and supports the Home Team in its effort to coordinate services to prevent and respond to Swanson & Swanson Insurance homelessness since 2004. We also founded and have supported the Trail Creek Watershed Partnership since 2003. Unity operates locally, yet in step with our regional partners. The Discovery Alliance (TDA) is an orga- POWER OF A FAMILY nization that joins together the community foundations in Lake, La Porte and Porter counties and brought $500 in over $18 million for education & literacy starting in 2000. Today that group helped fund Ignite the Region: NW Indiana’s Strategy for Economic Transformation (NWIForum.org). These are all important steps taken Harbour Trust & Investment years ago that are paying off. Management Corporation Purdue Federal Credit Union As we look ahead, we are delighted to partner with the Lilly Endowment once again through GIFT VII. It Applegate & Co. CPAs promises to help us build our Power for Good Fund, which is most responsive to community needs. Lilly has added a community leadership aspect to this initiative, which includes funds for community planning and POWER OF A PERSON implementation. In their wisdom and generosity, they will help us take the next steps. It is these steps that will shape our future. There will be opportunities to join us in shaping the future and we hope to see and $300 hear from you. Bob and Jayne Schaefer CLH, CPA General Insurance Services Mayor Ron Meer and the Maggi Spartz Jon Gilmore Michele Magnuson City of Michigan City President Co-Chair Co-Chair

4 | UNITY FOUNDATION OF LA PORTE COUNTY BOARD OF DIRECTORS

seated from left: second row: Diana Kabelin Corley Co-Chair Jon Gilmore President Maggi Spartz Mary Lou Linnen Co-Chair Michele Magnuson Mike Brennan Marti Swanson Edward Volk Liz Bernel Angie Nelson Deuitch Paul Applegate Kim Siefker Dr. Barbara Eason-Watkins Scott Rice Dr. Vidya Kora James Kaminski Ron Ragains Tom Edwards Kim Sauers

UNITY FOUNDATION OF LA PORTE COUNTY | 5 WITH Unity

Focus on Workforce Development, Education and Reducing Poverty

Each year, the Unity Foundation board of directors sets aside time for planning and refl ection. This year Unity utilized the Healthcare Foundation of La Porte’s information platform* to create a survey for board and staff to evaluate community priorities. The results pointed to a focus on workforce development and education, with the goal of increasing local incomes and family resiliency. We are alarmed that the rate of children living in poverty in La Porte County is still increasing. It is only wishful thinking that the improved economy will reduce poverty for our families. People need more skills, youth need better pathways to living wage jobs and careers, and our employers need people skilled up for work in today’s jobs.

Unity plans to increase our support of education and the La Porte County Skill UP Network goals. This new unique and collaborative partnership was started in 2018 with critical support from our mayors and leadership from the Center of Workforce Innovations along with the North West Indiana Workforce Board. It is working to bridge the gap between good jobs and people who want them…but need more skills. The Network received a $677,000 grant from the Indiana Dept. of Workforce Development with the prime goal of building a talent pipeline of adults and youth. The Network’s focus is on training workers to fi ll plant maintenance positions quickly, increase awareness about manufacturing and technology careers, and increase our K-12 and Career & Tech Education student’s exposure and credentials for manufacturing careers. If this is

{TALENT PIPELINE} {TALENT successful, the Network can add areas like healthcare, and other higher paying sectors. Matching funds for the Skill Up grant were needed, and Unity pledged $100,000 in scholarship funds, making La Porte County’s application more competitive.

* La Porte County data can be found at http://www.ten2030.org

6 | 2016-2017 UNITY FOUNDATION REPORT TO COMMUNITY Collaboration with regional economic Models for engaging other key industry development and workforce sectors to form a county- wide development eff orts workforce plan

Employer engagement in strategies COLLECTIVE Greater community awareness of to meet both short-term and career pathways and increased levels long-term needs IMPACT of employer-education partnerships

Unity currently supports workforce development and education through our education grants, scholarships, and leadership. Unity is championing technology in our schools. We have gotten over 500 Ozobots into our schools to make coding fun for K-12 students and Lake Hills students work to program their Spehero teachers. In 2017, we invested $217,000 in college to complete a maze during scholarships, $140,000 in direct education support to Week of Code. public & parochial schools and teachers, $311,649 in grants to agencies that provide, food, housing, health and human services for families in need.

We also tapped a dedicated volunteer, Linda Wiltfong, retired South Central Superintendent, to head up some of our education & workforce development projects. Her Students at Edgewood fi rst task was to expand the Week of Code to all Elementary focus on their work during Week of Code. La Porte County public schools. Week of Code is a national event which takes place in December. Learning how to create computer codes is a critical job skill and helps students learn problem solving skills, teamwork and communication…all skills employers crave. Each With this ambitious group of partners, it is our hope that La Porte school will decide how to participate. The La Porte County can create and maintain a talent pipeline to benefi t our families, County Public Library is a key partner and has a delightful employers and community. Wouldn’t it be a relief to start seeing a array of classroom technology kits, supported by four full- decrease in the number of children living in poverty? time educators.

For more information about the La Porte County Skill UP Network, contact Unity at 219-879-0327 or the CWI innovativeworkforce.com.

2016-2017 UNITY FOUNDATION REPORT TO COMMUNITY | 7 WITH The Donald & Beverly Guse Scholarship is a fi rst of Unity’s kind! Although, many of Unity Foundation’s Scholarships are Unity off ered for students attending any La Porte County High School, this scholarship is unique as it is off ered specifi cally for LaCrosse High School graduating seniors. Don and Bev’s legacy of supporting the Cass and Dewey Township Schools will live on to serve students seeking to continue their education beyond high school. {EDUCATION}

Lilly Endowment 2018 60 Community Scholarship SCHOLARS CONTINUES TO HELP HOOSIER STUDENTS PURSUE HIGHER EDUCATION

The Unity Foundation is pleased to announce that two La Porte County students have $4,200,000 been selected to be the 2018 Lilly Endowment Community Scholars representing La Porte County. TUITION PAID Bailey Scott from La Porte High School and Jorden Clemens 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. Both students had exemplary academic achievement, service to others, and extracurricular involvement. They were selected from amongst 74 outstanding applications received from throughout the county.

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. Jorden Clemens Bailey Scott

“With funding from the Lilly Endowment, we have helped 60 amazing young people achieve their educational dreams. This is one way Unity is ‘investing in our people’ to make La Porte County and our nation even stronger. We are especially pleased that some of the scholars have returned to live and work right here in La Porte County!” — Maggi Spartz, Unity Foundation President

8 | UNITY FOUNDATION OF LA PORTE COUNTY {EDUCATION} SCHOLARSHIPS AWARDED TO DEDICATED STUDENTS IN 2018

ACME Lodge #83 F.&A.M. Scholarship Ernest & Mildred Delco Scholarship Ruth M. Howe Nursing Scholarship Karson Williams Zoe Surma Julissa Campos-Haro

Bharati Agrawal Scholarship Carley Dickard Memorial Scholarship Ingersoll Trust Scholarship Elizabeth LaFollette Keeley Higley Emily Kasarda, Maggie Schuster, Abigail Vaughn Judith A. Amor Nursing Scholarship La Porte County E-Z Riders Bailey Severs Horse & Pony Scholarship Dr. King S. Jones Memorial Scholarship Allysa DeGroote, Jordan Forney Jenna Szaday Diane K. Bamberth Memorial Award Janelle O’Neal Galena Township Scholarship Arthur & Alice Kabelin Scholarship Gabrielle Vogeler, Holleigh Hunsley Christina Ake, Payton Stevens, Alexa Kosior, Gustav J. & Elma A. Banzhaf Tyler Schoof, Jacob Kasarda, Savannah Vaughn Memorial Scholarship James A. and Phyllis A. Garwood Alayna Holifi eld, Elaina Kobitz, Conner Scott, Memorial Music Scholarship Kabelin Family Scholarship Ashleigh Suppinger, Alissa Raby, Matthew Steck Carter Bernth, Hannah Esmeyer, Rayven Jarvis Adam Boniface, Kelsey Burnette, Emily Hundt Don & Beverly Guse K.A.T. Volunteer Scholarship Bensz Family Scholarship Memorial Scholarship Katelyn McIntosh, Adam Gasaway Nadia Flores, Jim Thomas, Korbin Williams Bailey Kiff, Justene Charlesworth Kelly-Prentiss Scholarship Lloyd G. & Betty Jane Clayton Robert J. Hiler Memorial Scholarship Victoria Kneller Scholarship Taylor Kincaid, Emma Patterson, Bailey Severs, Joe MacLennan Alyssa Schoof, Jacob Rudecki, Justin Rudecki, Robert E. LeRoy Scholarship Katie Marquardt, Marisa Schutz, Amie Decker, Emily Osborn, Michael Varda William Vernon Compton Scholarship Rebecca Rainey, Jessica Wallen, Brogan Briggs Amalia Calderon, Tara Baxter-Kline, Robert L Ludington and Lauren McQuarters, Thomas Pope, Anita Huppenthal Ludington Scholarship Cunningham Scholarship Claire Olah, Sarah Schoof Alexandria Koontz, Julia Jongkind, Katherine Kolvacik, Talya Wolf Izabela Mazur, Annabelle Papai Hensley Legal Group Scholarship Anne H. Daley Erica Hesters Youth Service Bureau Scholarship Morgan Yeater (continued on next page)

UNITY FOUNDATION OF LA PORTE COUNTY | 9 Jacqueline Leal was honored with the Irvin E. Swanson Scholarship by Marti Swanson. This scholarship has supported more than 60 scholars since its inception in 2004. SCHOLARSHIPS (continued from previous page)

Robert L. Ludington and Anita Ruth and Leonard Minich Scholarship Elizabeth LaFollette, the fi rst recipient of the Huppenthal Ludington Scholarship Garrett Eggert Bharati Agrawal Scholarship, was congratulated Emily Ames, Logan Anthony, by Dr. & Mrs. Amarnath & Bhagirathi Agrawal. Natalie Aragaon, Brooke Baima, La Porte County Nursing Scholarship Paige Barenthin, Kaitlin Bildhauser, Paige Cuma, Annabelle Papai, Shaina Perry, Abigail Bildhauser, Moriah Carmel, Thalia Garcia, MacKinnon Tracy, Evan Chambers, Samantha Chappell, Heidi VanWaardenburg, Ashley Campos, Edward B. Siperek & Kara Davis, Briana Deuitch, Olivia Dybing, Hanna Walker, Keegan Long Grace A. Steele Siperek Scholarship Emily Evers, Laura Fischer, Abigail Gibbs, Alejandra Puentes, Skylar Rompa Camille Goethals, Megan Gushrowski, Pioneer Scholarship Rhiana House, Jennifer Justice, Brittney Adams, Aliza Anderson, Irvin E. Swanson Scholarship Sydney Kohn, Nicholas Koontz, Tessa Bauman, Jeremy Garrett, Jacqueline Leal, Michael Nichols Tricia Kresel, Pauline Lutton, Jacob Marsh, Lindsey Jackson, Melissa Rudolph, Tanber-Blair Golf Scholarship Gabriela Mazur, Madeleine Nunn, Aldair Sanchez, Emma Zaknoun Kara Blair, Rylee Ogle, Margaret Beeler, Gerald Randle Jr., Natalie Riley, Robert A. & Dorothy W. Rocke Scholarship Emily Wilmsen Skylar Senseny, Grace Siefker, Eryn Sitar, Kameron Browder, Austin Casto, Daniel Sarah Smith, Laura Sosinski, Council, Anna Nelson, Jasmin Robles, Katerina John R. & Florene A. Troyer Scholarship Jenna Stevenson, Hayley Webb, Shuble, Grace Tarnow, Linda Tharpe Myon McGee Raven Wood, Amber Yussum, Ryan Yussum Donald F. Scott Motivational Scholarship Unity Foundation Marilouise Lundgren Lossing Sally Bibb, Davionne Garrett, Karmen Halfacre, County-Wide Scholarship Memorial Scholarship Megan Methner, Dalin McCully, Christina Ake, Kristen Gushrowski, Ashley DeWitt, Megan Riley, David Knouse, Araya Stahoviak, Sierra Urback Scott Kreighbaum, Eileen Latchford, Alyssa DeWitt, Taylor Lyles, Kristina Tague, Riley Moody, Emily Murray, Shania Povlock, Courtney Lindquist Floyd O. & Betty L. Shunk Scholarship Ryan Stevenson, Morgan Swanson Christine Ake, Matthew Bartels, Evan Curl, Jack Lubeznik Scholarship Marie Didion, Joe MacLennan, Arlo & Jayne Westphal Alexis Turner Madison McKibben, Lauren McQuarters, Memorial Scholarship Madelyn Dowty Terence Metcalf Memorial Scholarship Bailey Severs, David Toth Garrett Eggert, Emily Evers

Matthew and Kristine Moore, Diana Kabelin Corley, and Laura Costello Cliff Peterson awards certifi cates to the Pioneer Scholarship of Kabelin ACE Hardware celebrate with scholarship winner Carter Bernth. winners. The Pioneer Scholarship was established in honor of The Kabelin Family Scholarship honors studetns who value the gift of his mother, Isabelle Petereson, who had a “pioneering spirit and work as part of their education. great tenacity!”

10 | UNITY FOUNDATION OF LA PORTE COUNTY {EDUCATION} TEACHER GRANTS ENRICH STUDENT EDUCATION

LA PORTE COMMUNITY SCHOOL CORPORATION Kingsbury Elementary School – Donna Council, Kimberly Glenn, Carla Marhanka

MICHIGAN CITY AREA SCHOOLS Barker Middle School Kathleen Gushrowski, Lisa Martin, Valerie Mecklenburg, Mariah Pol, Maria Surma, Kelly Tokoly-Rothermel Engaged students at Edgewood Elementary in Julie Pitman’s class use technology to become Coolspring Elementary School Teacher grants allow educators to Rita Cochran, Brianne Covington, experts on chosen subjects like Frida Khalo, Angela Dydo, Megan Edinger, Luci Mazac Stan Lee or Walt Disney. off er creative and memorable lessons for their students, beyond what Edgewood Elementary School MICHIGAN CITY regular funding allows. To support Melissa Glowski, Karen Marfi se, Teresa Pavloff, PAROCHIAL SCHOOLS these inventive and enthusiastic Julie Pitman, Michelle Sickles, Sheri Tuesburg teachers consider a donation to one Notre Dame Catholic School Joy Elementary School Linda Barr , Barbara Brandon, Joanna Cate, of our Teacher Grant Funds. Shannon Chavis Katherine Chlystun, Sara Conn, Kathy Dolezal, Knapp Elementary School Lindsay McFadden, Sandy Purcell, Angela Ruiz Elizabeth Law Pictured (Top) Candace Archer shows books Queen of All Saints Catholic School – used in her Lake Hills classroom. Caryn Lee Bednarek, Maggie Gondeck, Krueger Middle School (Bottom R) Teresa Pavloff displays artwork Diana Kopczyk, Jennifer Zerbes Shirley Allen, Janine Peo completed by students who take part in her Lake Hills STEM Magnet School St. Paul Lutheran School – monthly after school program “Picassos Candace Archer, Diane Grams, Lexa Allison, Melissa Bushnell with Pavloff ”. Cindy LoGreco, Erin Lozano, Janis Mitchell, DeAnna Munoz, Jane Shimala, Sheri Wagner, Penny Will Social 5% Studies Marsh Elementary School Student Erin Breen, Susan Shell 3% Success Michigan City High School World Susan Cleveland, Stephanie Dege, 2% Languages Deanna Ehrhardt, Julie Geyer, 10% Art/Music/ Jennifer Gracyalny, David Harris, Drama Catherine Lindgren, Brian Meyers, Science/ 5% Language Daena Sisk, Amy Wojasinski-Labis 67% Technology Arts Pine Magnet School 3% Mathematics for the Performing and Visual Arts Reading/ Sharon Arndt, Amanda Bair, Megan Orlando, 6% Literacy Rachel Palleschi, Zachary Taylor Springfi eld Elementary School Debra Carpenter, Stephanie Klingenmeier, $41,182 Amber Large, Nancy Porter, Jeffrey Russell, Krista Tuholski, Melissa Wise TOTAL 2017 TEACHER GRANTS

UNITY FOUNDATION OF LA PORTE COUNTY | 11 {COMMUNITY WITH Unity BETTERMENT}

Thomas Family Makes Immediate Peggy and her family take pride Impact in already helping hundreds of When Michigan City resident and former people vs 1 or 2 through a once MCHS football coach, Donnie Thomas, a year, single scholarship. passed away in May of 2017, his family knew they wanted to honor him in a way that refl ected how he lived his life: supporting education and mentoring people to achieve their dreams. His wife, “The response was tremendous,” “By establishing a fund with Unity,” Thomas Peggy, instantly thought of creating a said Thomas, of the donations her said, “I don’t have to worry. Maggi and her scholarship in his memory. The idea of fund received in honor of Donnie’s staff are simply amazing. They made the annually honoring a qualifi ed student with larger than life personality. process easy and were always willing to fi nancial help for higher education “When he passed, so many answer questions.” seemed like the perfect fi t. people began to tell stories Unity is proud to off er community of how he had helped and While college scholarships are a great members like the Thomas Family an supported them.” way to support continuing education in opportunity to support the wide variety our community, it is not the only (or most Since starting the fund just this year they of causes they care about. If, like Peggy eff ective) way to do so. After sitting down have already made 6 diff erent grants to and her children, you feel passion for with the Unity team and sharing her goals projects doing great work. They chose many parts of life, this can be a great way for the fund, Peggy realized a once-a-year to support High School sports, provide to impact the people and programs you award would not refl ect the magnitude teachers with classroom materials, care about. A donor advised fund can of Donnie’s impact on his community. helped Safe Harbor’s Champion Robotics stretch the possibilities of what it means to Together, Peggy and her children Quinten Team attend the world Championships support your community. It’s fl exible, fun and Kristen, decided to start a donor and more. Through a partnership with and forever. Donnie Thomas was a source advised fund, and the Donnie & Peggy the Greater Michigan City Chapter of of support and inspiration for the many Thomas Empowerment Fund was born! the Drifters, Thomas was able to help lives he touched, and now, thanks to the Family and friends were encouraged to 2 deserving young men aff ord college. Donnie & Peggy Thomas Empowerment help grow the fund and make donations in Peggy and her family take pride in already Fund his legacy can continue the Donnie’s memory. helping hundreds of people vs 1 or 2 momentum. through a once a year, single scholarship.

12 | UNITY FOUNDATION OF LA PORTE COUNTY “When it comes to drafting wills, there’s no such thing as too early; there is only too late.” —Annie Lane, advice columnist Visit Annie couldn’t have said it better. Many people don’t realize that You’ll also fi nd ideas ufl c.net their fi nancial life lives on for months or years after a person passes for charitable planning that may Click on the beach to visit away. You can save a lot of headaches and make the most of your save you tax dollars such as these: the planned giving site – money by creating a will or estate plan. Unity has a new free tool you’ll be glad you did! that can help you! Just visit the Planned Giving resource on Unity’s • IRA Charitable Rollover - persons website (just “click the beach” on www.ufl c.net) to learn more age 70 ½ or older can rollover up to about how estate planning works. On the site, you can do one of $100,000 from their IRA to a qualifi ed charity like ours. three things: This can lower your income and taxes. • Outright Gift of an Asset – make a gift of stock, real estate or 1. Ask for a free Planning Guide another asset, avoid paying capital gains tax on the transfer and 2. Sign up for the newsletter, or receive a tax saving charitable deduction. 3. Start creating your own plan! • Donor Advised Fund (DAF) - – make a tax deductible gift to a (1 minute videos show you how to use the tool DAF, which gives you the ability to make grants to your favorite and prepare for your visit with your professional.) charities this year and in future years.

For help getting started, contact our Development Offi cer, Jamie Miller, at jmiller@ufl c.net.

Ric Federighi, Mari Anthony, Deb Varnak, Debbie Sellers, Ed Seal, We know many people may work, shop, and Sandy Young pose dine, and play outside of La Porte County. after a great episode of Livin’ The Life with Ric That’s why Unity takes a regional approach and Mari on WIMS. with many of our eff orts. We have partnered with our neighboring community foundations over the years. Most recently Sharing the Good News! we came together to help fund the Ignite When you are part of the Unity family, you never know where it might take you! the Region: NW Indiana’s Strategy for Several of our agencies and partners joined us in the studio and on Facebook for Economic Transformation. Partnering Livn’ the Life with Ric Federighi and Mari Anthony this year. Each 1 hour show with other community foundations helps focuses on the amazing work people are doing. We’ve discussed everything from us get way more done than if Unity tried education and teacher grants to environmental eff orts to how you (YES! YOU!) can to ‘go it alone.’ Ignite the Region has 5 start your own fund with Unity. The monthly program airs on WIMS AM 1420 FM key factor goals: business development & 95.1, and Facebook 95.1FM/Am 1420 WIMS, the fourth Tuesday most months marketing, entrepreneurship & innovation, at 9:00 a.m. central time. We are grateful to our other local media partners who help infrastructure, talent, and placemaking. us share the community’s good news: WEFM 95.9, WCOE FM, The NewsDispatch, To see the regional agenda, visit La Porte County Herald Argus, The Beacher, What’s New La Porte, The Times NWIForum.org. La Porte County Life, and Regional News.

UNITY FOUNDATION OF LA PORTE COUNTY | 13 WITH POWER FOR GOOD GRANTS SUPPORT LA PORTE COUNTY NONPROFITS Unity AWARDED IN 2017 A Hand Up Inc. City of Michigan City SUPPORTING The Changing Room Department of Parks and Recreation MORE THAN Arise & Shine LOCAL 80 Breakfast Ministry’s, Inc. Restoration Work Trailer & Chemical Storage Locker Power for Good/ NONPROFIT Feeding Our Community Community Food Pantry PROJECTS of Galena, Hudson, Kankakee Boys & Girls Club & Wills Townships of Michigan City, Inc. BY AWARDING My. Future Food Pantry MORE THAN Project Learn Dunebrook, Inc. Public Education Catholic Charities of the Diocese of Gary Family Depot $137,000 Preventing Homelessness Duneland Beach Association IN GRANT Through Financial Assistance Dune Restoration FUNDING Self-Suffi ciency Workshop Family Advocates, Inc. Citizens Concerned Child Abuse Prevention for the Homeless, LLC Month Community Training Sand Castle Shelter’s Better Friends of Barker Civic Center Parenting Through Barker Mansion Stair Lift Coordinated Access Frontline Foundations, Inc. Keys to Hope Community Resource Art Recovery La Porte Program ABC’s to Self Suffi ciency Greater Michigan City Chapter of the Drifters Incorporated High School Senior College Readiness and Scholarship The Social and Learning Workshops Institute and Reins of Life Housing Opportunities, Inc. collaboration for adults with Therapy Works Counseling special needs reaped positive for Co-occurring Disorders results for both organizations.

Dancing through the Curriculum encouraged students to express themselves at Pine Elementary as they portrayed historical events through dance.

14 | UNITY FOUNDATION OF LA PORTE COUNTY Our annual luncheon is a great place to network with other community leaders like the Paladin, Inc. team! {COMMUNITY BETTERMENT}

Independent Cat Society Lubeznik Center for the Arts Save The Dunes The Social and Learning Let’s Fix This 2.0 LCA Teen Arts Council Conservation Fund, Inc. Institute for the Disadvantaged, Inc. Indiana Black Expo, Inc., MCAS Hours for Ours Save the Dunes Strategic Plan Development for 2018-2022 Michigan City Chapter Hours for Ours Music Therapy for Adults with Special Needs City-Wide Back to School Rally High School Mentoring Shirley Heinze Land Trust, Inc. Science & Nature Exploration Interfaith Community Michigan City Area Schools Nature Preserve Trails Improvement Project for Adults with Special Needs PADS, Inc. MCAS “Dress for Success” Fund Men & Women’s Pads Programs MCAS “Future Wolves” Elementary Southshore Skipping Stones Trinity Episcopal Church Junior Achievement Sports Program Newborn Baby Care Basics: Trinity Community Food Pantry Building Blocks of Knowledge, of Northern Indiana United Way of La Porte County Michigan City Holiday Meals Know-how, and Support Teaching La Porte’s Future Kindergarten Countdown Camps Workforce North Central Community St. Francis Ministry Action Agencies, Inc. Student United Way Building a Financial Foundation Sacred Heart Food Pantry The Benefi ts of Active Learning Urban League for La Porte County St. Luke United of Northwest Indiana Children Vision Screening Lutheran Church La Porte Area Lake Project Ready Association Inc. Open Door Katie Luther’s Mission Garden Community Alliance, Inc. Washington Park Zoo Lake Weed Treatment Stepping Stone Green Team Project Open Door Community Alliance Shelter for Women, Inc. La Porte County Public Library Medication Assistance Program Youth Empowerment Washington Park Lendable STEAM Kits Zoological Society Open Door Adolescent Shelter Food Assistance Program La Porte County Symphony Health Center (ODAHC)/ Tiger Exhibit Rock Work Repairs Orchestra, Inc. Student Success Team – The Child Care Consortium Worthy Recovery Inc. Children’s Education Concert Problem Behavior Intervention DBA Imagination Station DBA Worthy Women STEM+Family Recovery Home Lake Hills STEM Magnet School Paladin, Inc. The Importance of Computer Enrichment Programming The Child Care Consortium, Inc. Moral Resonation Therapy (MRT) Science Education STEM+Family Jail Program READ La Porte County, Inc. La Porte County Habitat Tutoring at the Community The Community Reserve Young Audiences for Humanity Corrections Center Furnishings for Those in Need of Indiana, Inc. 2018 La Porte County Habitat Build The Intrepid Phoenix Dance, Writing and the REAL Services, Inc. Indiana Dunes La Porte County Meals Education and Resource Fair Fitness for Recovery on Wheels for Dementia Caregivers The Pax Center Young Mens Blizzard Box Bonanza 3 Christian Association Rebuilding Together Jackson Street Garden Club HOT HOT HOT, COLD COLD COLD Robotics Equipment for La Porte County Good Food, Better Food School Age Childcare Sites LaSalle Council, Rebuilding Together The Salvation Army Michigan City Mentorship Program Boy Scouts of America Reins of Life, Inc. Backpack Food for Kids La Porte County Exploring Program La Porte County School Program Youth Service Bureau The Salvation Army of La Porte Big Brothers Big Sisters Leadership for Emotional Disabilities Classes Pathway of Hope of La Porte County, Inc. La Porte County, Inc. Raise the Roof High School Leadership Program The Salvation Army School Buddies Samaritan Counseling of Michigan City Kids on the Block LOK Wishing Tree Foundation Centers, Inc. Men’s Homeless Shelter Program Carbon Monoxide Grant Writing Training Safety & Awareness School Uniform Exchange Prescription Drug CEU Training

For additional details visit ufl c.net

UNITY FOUNDATION OF LA PORTE COUNTY | 15 WITH VISION HOME To work together to create a county TEAM where all residents will live a life free Unity from homelessness.

MISSION To strengthen communities in La Porte County to prevent and eliminate homelessness by establishing a comprehensive, coordinated system that is supported by local government leaders and owned by the wider community.

LA PORTE COUNTY PLAN TO END HOMELESSNESS GOALS

Prevention Housing Income/Services

1. Increase access to and funding 6. Shelter people during unforeseen 11. Make services more accessible

for fi nancial assistance emergencies and rapidly 12. Increase employment opportunities re‐house them 2. Prepare clients to meet with 13. Increase access to income supports township trustee to apply for 7. Immediately house people who are 14. Increase quality of client data Township Assistance being discharged from facilities and through HMIS 3. Enhance importance of personal stabilize them in the community 15. Increase access to transportation fi nancial literacy 8. Have an adequate supply of 16. Continue to monitor and update 4. Prevent those being discharged permanent supportive housing for services based on population needs from health care settings from disabled populations becoming homeless 9. Increase the amount of adequate, 17. Increase access to health services

5. Prevent those being discharged from aff ordable, and safe housing available jails/prisons from becoming homeless 10. Organize and increase funding streams to better support Plan housing goals

The Home Team of La Porte County Partners A Hand Up, Inc. Head Start of La Porte County La Porte County Military Sand Castle Shelter Support Network and Grace Learning Center American Red Cross HealthLinc La Porte County Veterans Services Stepping Stone Shelter Catholic Charities Homeward Bound Inc. La Porte Salvation Army for Women Center Township Trustee Housing Opportunities Meridian Health Systems Swanson Center Keys to Hope Drop-in Dunebrook United Way of La Porte County Resource Center City of Michigan City Duneland Health Council Unity Foundation Interfaith Community Pads Michigan City Housing Authority First Step Ministry of La Porte County City of La Porte Michigan City Salvation Army Goodwill Inc. We Connect La Porte County Drug Free PACT / Bradley Center Habitat for Humanity Partnership PAX Center

16 | UNITY FOUNDATION OF LA PORTE COUNTY Home Team Advancing the Mission The annual point in time count which measures the number of those without safe, stable shelter in our community has gone up in recent years and Unity is honored to work with those that are helping persons get housed and connected to needed services. Several Home Team partner agencies moved their mission forward in 2018. Each time we hear of an Home Team members appreciated learning ways to partner individual or family starting a new phase in their life – with a roof over with the Indiana Housing & Community Development Author- their head – we are grateful for the opportunity to work with and facilitate ity when they met with them at State Street Church in La Porte collaboration between these important partners. this year. Pictured from left are: Emily Anderson, IHCDA Intern; Lisa Pierzakowski, Center Township Trustee; Ed Seal, Home In 2018, due to the committed, impactful work by partner agencies Team Coordinator; Dani Miller, IHCDA Production Coordinator; and excellent facilitation of Home Team Coordinator Ed Seal, several Jacob Sipe, IHCDA Executive Director; and Jordan Stanfi ll, Executive Director Housing Opportunities. occurrences helped to move the Home Team’s agenda forward.

• Home Team representatives met with • A new Home Team partner, We Connect, of La Porte in 2018 and were able to Lt. Governor Suzanne Crouch and Jacob has brought an Employer Resource hire OrgCode Consulting to complete Sipe, Executive Director of the Indiana Network to our community – this was a shelter system evaluation, which Housing & Community Development a much needed service that had been was completed in September 2018. Authority, in separate meetings, to a focus for the Home Team agenda and Shelter providers and Home Team share progress and highlight the goals we were excited when we learned that members are using the results of the of our Plan to End Homelessness. State We Connect had been formed. They study to work together to implement Representative Jim Pressel and former work with businesses to help employees recommendations. State Representative Tom Dermody maintain their jobs by connecting them Our fourteen year facilitation of the Home coordinated these opportunities to to resources when they are in need. We Team collaboration has experienced many share the way La Porte County agencies Connect Director, Jackie Dermody, shares, successes, yet there is much work to be are working together to address “Too often, someone thinks they have done. If you’d like to be connected to one homelessness issues in our community. to quit their job when a personal crisis of the partner agencies or be involved with As Crouch noted in her subsequent social occurs – we show them how to maintain the comprehensive support towards a media post, the Home Team is focused employment while dealing with the solution, email [email protected]. and taking action. issue in front of them. Staying employed and staying housed are critical to them InterFaith PADS added a women’s • working through the crisis…we connect emergency shelter to their longstanding people to resources to do just that.” Home Team could not emergency men’s shelter program this complete its mission without yyear,ear, which is ensuring greater safetysafety • The Home team also obtained ffundingunding the support of critical funders: fforor women and children in need everyevery ffromrom the HeHealthcarealthcare FFoundationoundation singsinglele day.day.

Improving Lives . . . One Person at a Time

Maggi Spartz, Sandy Young, Maria Fruth, and Ed Seal celebrate a grant awarded from the Healthcare Foundation of La Porte. Show your support for Home Team’s eff orts by making a donation to the Home Team Fund with Unity.

UNITY FOUNDATION OF LA PORTE COUNTY | 17 Financial Summary 2017

2017 Financial Summary Statement of Financial Position 9% 5% at December 31, 2017 Youth Animal Related Statement of Activities for the Year Ended December 31, 2017 Development 6% 4% Arts, Culture Religious & Historical ASSETS Preservation Cash and cash equivalents ...... $734,206 13% Investments ...... 31,495,614 Community Benefi cial interest in charitable remainder trusts ...... 204,791 14% 2017 Development & Philanthropy Net property and equipment ...... 626,254 Human GRANTS & Services SCHOLARSHIPS Total Assets...... $33,060,865 $1,157,589 14% Education 12% Programs & Teacher Health Grants LIABILITIES AND NET ASSETS Accounts payable and accrued expenses ...... $24,196 2% Non-current liabilities ...... 2,207,768 Environment Total Liabilities ...... $2,231,964 & Recreation 19% Education / Scholarships Unrestricted net assets ...... $7,277,672 Temporarily restricted net assets ...... 4,788,423 Permanently restricted net assets ...... 18,762,806 GRANTS & SCHOLARSHIPS Total Net Assets ...... $30,828,901 Total Liabilities and Net Assets ...... $33,060,865 $1,157,589 AWARDED $1,140,537 $Million

The above represents summarized fi nancial data for the year $706,372 $657,168 ending December 31, 2017 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). $388,514 As reported by our independent investment advisors, The Mason Companies, the historical time weighted returns, net of fees, for permanent assets under management as of 12/31/17 were 15.54% vs. GRP (Growth Reference Point) of 13.22%. The 3-year return was 5.86% vs. GRP of 6.00%; 5- Year: 7.19% vs. 7.92% GRP; 10 year: 5.19% vs 4.96% GRP. 1999 2005 2009 2016 2017

18 | UNITY FOUNDATION OF LA PORTE COUNTY Statement of Activities for the Year Ended December 31, 2017

REVENUES, GAINS & OTHER SUPPORT Investment Income ASSET GROWTH – ALL FUNDS $32.4 Interest and dividends ...... $1,026,124 $Million Realized losses ...... 519,271 $29.2 Unrealized losses ...... 2,532,815 Contributions, grants and fees...... 1,673,196 Gift-in-kind rent ...... 66,348 Rent income ...... 28,785 $18.1 Change in value of charitable remainder trusts ...... 55,705 $17.2 Special events income ...... 36,349 Miscellaneous Income ...... 1,815 Total revenues, gains and other support ...... $5,940,408 $7 EXPENSES Program services ...... $1,530,241 Supporting services ...... 775,781 Fundraising ...... 170,192 1999 2005 2009 2016 2017 Total Expenses ...... $2,476,214

CHANGE IN NET ASSETS ...... $3,464,194

4% 5% 3% 25% Literacy 1% Social Studies Student Human Other Success Services 2% 12% World Languages Youth Development 10% 1% Art/Music/ 2017 Drama COMMUNITY Animal Related 2017 FUND 3% TEACHER 5% Arts & Culture 67% GRANTS Language GRANTS Science/ Arts 24% $137,092 Technology $41,182 3% Health 7% Mathematics Community Development 6% Reading/ 3% 21% Literacy Environment Education Programs

UNITY FOUNDATION OF LA PORTE COUNTY | 19 WITH 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 Unityphilanthropic and fi nancial planning goals. Last year, three new members joined the Gold Key Society and seven additional keys were awarded for assisting clients in helping GOLD KEY their community by introducing them to Unity and the diverse options it off ers to be philanthropic. Whether it’s tax savings, the desire to fund a special cause, or the importance SOCIETY of leaving a future legacy, Unity has vehicles to help everyone!

Dave Albers Nate Cobbs AFS Company, LLC Harbour Trust & Investment Management Gold Key members Lori William Anderson, CPA Howard, John Weithers, Jess Denger Paul Applegate Edward Jones and Stephanie Oberlie Applegate & Co. CPAs of Harbour Trust & V. Michael Drayton Investment Management Michael C. Brennan Drayton, Biege, Sirugo, helped their clients achieve Michael P. Burns & Elliott, LLP their philanthropic goals William A. Elliott William and Sara Carlisle through Unity Foundation’s Drayton, Biege, Sirugo, Geisen-Carlisle Funeral & Elliott, LLP diverse gift options. & Cremation Services Espar & Associates Robin Clark Horizon Bank Shaw Friedman Friedman & Associates, P.C. Lynn Haverstock Lawrence J. Mazur Jonathan E. Salisbury, Greta Friedman Ott/Haverstock Funeral Chapel Attorney AAMS Edward Jones Tim Gartland, AAMS William E. Hedge Barry F. McDonnell Edward Jones Attorney Attorney Rachel L. Saxon Horizon Trust & Alicia Gloyeske Cynthia Hedge Ann Metcalf, CPA Investment Management Attorney Attorney Angelos & Rardin Richard J. Schmitt, CPA Richard Graham, CFP Lori Howard Shelley A. Mulconrey Schmitt & Kaylor Eley-Graham Financial Harbour Trust & Investment Horizon Trust & Advisory Services Management Investment Management James M. Shearin, CPA Schmitt & Kaylor Steven Gronceski, CFP Ralph F. Howes Stephanie K. Oberlie Strategic Financial Group, LLC Howes and Howes, LLP Harbour Trust & Bruce L. Stevens Investment Management StevINS Financial Services Michael K. Jones, CFP Ameriprise Financial Justin M. Padgett CFP® Marti Swanson Services, Inc. Valeo Financial Advisors, LLC Swanson & Swanson Insurance James Kaminski Dale Parkison, CPA Susan M. Vance Jess Denger, Newby, Lewis, Kaminski & Jones Parkison & Hinton, Inc., P.C. The Power of Money 101 Edward Jones, John A. Kaylor David F. Pendergast Karen Vogelsang celebrates receiving Schmitt & Kaylor, CPAs Edward Jones Vogelsang Asset Management his third gold key David R. Kibbe, J.D. Lawrence Rardin, CPA Ed L. Volk from Unity Indiana Trust Angelos & Rardin Newby, Lewis, Kaminski & Jones Foundation for Wealth Management Patrick W. Reynolds Edward J. Wainscott assisting donors in Dale Knouse Ott/Haverstock Funeral Chapel Edward J. Wainscott, CPA meeting their Cutler Funeral Home philanthropic goals. Michael V. Riley John H. Weithers Deborah J. Koller, AAMS Attorney Harbour Trust & Raymond James Investment Management Thomas W. Root Michael R. Kopec Root Funeral Home Bradley Werner, AAMS Edward Jones Brad Werner & Co. Bob Rose Scott S. Luc, CFP® Harbour Trust & Todd Wooten, CSA, CID Wealth Management Advisor Investment Management Blue Sky Financial Partners, Inc. Merrill Lynch

20 | UNITY FOUNDATION OF LA PORTE COUNTY Pictured (Left): Linda Wiltfong, Montana Hobby and Kim Presley greet attendees at Unity’s Annual Update Luncheon.

Pictured (Right): Michigan City Education Foundation committee members look on as a teacher discusses how a grant changed her year with her students.

Tom Powley and Karri Krumrow, both of 1st Source Bank, celebrate grants that were awarded to various nonprofi ts in the community through WITH Unity’s Power for Good Fund. Unity VOLUNTEERS

Heidi Jaffee Angie Nelson Deuitch Brenda Stellema Jim Jessup Connie Novak Marti Swanson Gail Johnson Nelson Pichardo Trish Tompkins Jim Kaminski Dick Pilcher Tonn & Blank Construction Dot Kesling Tom Powley Florene Troyer Lisa Kincaid Kim Presley Dale Tuholski Debbie Klosowski Carolyn Probasco Larry Tuholski Rudy Kohn Sharon Raab Ron Ragains Ed Volk Rev. Joel Zipay, Unity Grant Committee member and Dr. Vidya Kora Kathy Walker Grant Committee Chairman, Rudy Kohn, brought great Sophie Koss Warren Ransom humor and celebration to this year’s Unity Annual Ann Robson Richard Warner Matt Kubik Update Lunch at the historic Civic Auditorium. Irene Rosevear John Weithers Paul Kysel Linda Saddler Greg Werner Matt & Maria Amor Katie Eaton Mary Laramore Kim Sauers Chuck White Jada Anderson Tom Edwards Beth LeRoy Mark Scarborough Claudia Williams Hassan Baydoun Karen Ellison Jeff LeRoy Myron Schafer Linda Wiltfong Liz Bernel Samantha Everett Mary Lou Linnen Jan Schlegelmilch Judy Wright Mike Brennan Dale Ferraro Roger Lippold Brenda Schultz Susan Wright Kathy Brennan Greta & Shaw Friedman Paul Lloyd Debbie Sellers Jim Wszolek LeVana Briggs Greg Fruth Michele Magnuson Betty Shunk Sandy Young Denise Brown Eugene Matzat Tom Garwood Dan Shunk Rev. Joel Zipay Julie Burke Sue McCormack Jon Gilmore Duane Seifert John Carmen Corinne McGrail Kevin Higdon Kim Siefker Michael McKervey Vane Clayton Horizon Bank Facilities Tom Spartz & Service Dept. Nancy Clayton-Ault Ann & Bernard Metcalf Drew Spartz Joe Coar Barb Howe Scott Miller Jessica Spiess Diana Kabelin Corley Carol Howe Leigh Morris Laura Costello Jim Howe Shalanda Morrow Earl & Faye Cunningham Sandra Hudson Andy Neal For additional details visit ufl c.net V. Michael Drayton Debora Hunter Alfreda Nelson

UNITY FOUNDATION OF LA PORTE COUNTY | 21 WITH Unity

Leadership La Porte County’s 34th Class celebrate their graduation from the program that takes participants through all the ins and outs of our community and its leaders.

Gifts11/1/17 – 9/30/18 In Memory of In Honor of Fr. Jospeph Angotti Margaret F. Hiler Lynsey Kathleen Painter 34th Leadership Class Gene & Mona Pavey Christmas 2017 Debbie Carter Berkson Ralph Howes, Sr. Vance Parkhouse Paul Applegate Gene & Mona Pavey Thomas F. Brady Jr. Theresa Jamieson Dr. Rade Pejic Brett Binversie - Polar Plunge 65th Anniversary Barbara Schlundt June B. Kelley Isabelle Peterson Union Mills - Mill Pond Buckner Class of 1964 Lindsey O’Brien Kesling Kenneth Porter Long Beach School Dean Price Gene W. Burrows Jr. Ed Kis Michael L. Riehle, Sr. Jess Denger Sally Boudreau Roberts Jon Clark Joe Knapcik Buzz Russell Evan Ekblaw To honor all the great William H. Coar Tommy Kowalick Coach Schreiber Eric Ekblaw baseball coaches who Bob Cooper devote their time and Sandy Kowalski Tim Gartland Mary Ann Jeanette H. Shaffer talents to their players Joseph Krochta (Neary) Cover Richard Sherwood Mr. & Mrs. Richard La Porte County Row Crop Leroy Lewis E. Grahm Leon Dargis Mrs. & Mrs. Sikora Carol Ruzic Jacquelyn Peters Lobl Melissa Henrichs Jeff DeCamp Rodney W. Smith Melissa Saylor Audrey Lundeen Patricia Irene Hoffmann Carley Jo Dickard Bill Staples Bob & Jayne Schaefer Linda Hough Edna Dingler Fannie McGhee Debbie Sellers Bob Sutherlin Lori Howard June Drader Dorothy Jean Meixel Maggi Spartz Thomas Szawara Brad & Shelley Kaser’s Jake Eason Ron Menke Richard & Dorothy Anne Todd Wedding Lucille (Smith) Emery Ruth & Leonard Minich Tulholski’s 60th John Troyer Lillie Kessler & Mark E. Essling Steve Minich The Robotics Team Jim & Virginia Jessup Chuck Tyler Richard W. Euler Shirley Missina Ross & Sue Lawrence Al Walus Sharon Van Kley Caitlin Foreman Harry Moore 60th Anniversary John Weithers Sam Vasquez Robert H. Forney Thomas Mrozinski Michael Maesch Blanch Gertrude Gloria Neff Ellen Volk MCHS Class of 1998 Martha Elisa Greeb John Newcomb Al Whitlow Lukas Mergenthaler Gerald Greenawalt Richard Niegos LaVaughn Wiersma Michigan City Robo Blitz Robotics Team Bobbe Gull Hanna Helen Ohlund Cynthia Wimer Leigh & Marcia Morris Don Guse Lorraine Orlowski John Yates Bert Hallin Gertrude G. (Miller) Pahl

22 | UNITY FOUNDATION OF LA PORTE COUNTY UnityFUNDS | 2018

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

UNITY FOUNDATION OF LA PORTE COUNTY | 23 UNITYFUNDS | 2018 J. Robert & Marjorie Miller Family Support Historic Preservation Teacher Advancement Fund Children’s Fund (Child Abuse Long Beach Historical Society Morgan Family Foundation Fund Prevention) – Dunebrook Michigan City Lighthouse Notre Dame Catholic School Family Advocates (CASA) Fund Catwalk Maintenance Education Fund La Porte Family YMCA Rumely/Allis-Chalmers La Porte Peepers for Teachers* Child Care Center Fund Heritage Center Fund Queen of All Saints School Language Arts La Porte Jaycees Deserving Children Washington Park Bandstand Fund South Central Education Foundation* Endowment Fund Teacher Innovation Fund for MCAS Women’s Care Center of Greater La Porte Housing and Food County Endowment Fund Westville Schools (MSD of Affordable Housing Fund for the New Durham Twp) Endowment Womens Well-Being Fund Greater Michigan City Area Catholic Charities of the Diocese of Gary Emergency Housing & Services Health Care Related Food Bank of Northern Indiana Fund La Porte County Chapter – Center for Hospice Care Fund Home Team Fund* American Red Cross Endowment Fund Duneland Health Council Fund Housing Opportunities Endowment Fund LC Disaster Relief & Recovery Erdheim – Chester Disease La Porte County Habitat for Humanity, Inc. Sand Castle Shelter for Children & Families Global Alliance Fund La Porte County The Salvation Army of La Porte Franciscan St. Anthony Health, Meals on Wheels Endowment Endowment Fund Michigan City Fund Michigan City Holiday Meals Foundation The Salvation Army of Michigan City La Porte Hospital Foundation Fund Lorraine Gehrke Orlowski Fund The Salvation Army of Michigan City LOK Wishing Tree Foundation for Housing & Homelessness Major Building Repairs Fund Open Door Community Health Alliance Stepping Stone Shelter Endowment Fund Endowment Fund Dr. R. Thomas Rocke SMILE Foundation Environment, Parks, & Recreation Mosette Levin Cancer Fund Angel Network: $41,500 is granted from the Mosette Levin Cancer Care Fund to support Barker Woods Stewardship Fund VNA of La Porte County Endowment people when they need it most - when fi ghting Beechwood Golf Course Endowment Fund cancer. New Day Foundation, Franciscan Alliance, Dunes Environmental Learning Center Healthcare Foundation of La Porte, and Unity Tuition Assistance Fund meet annually to share resources, discuss trends and Environmental Improvement Fundnd strategies used to help hundreds of people each for La Porte County year. The fund helps with medical treatments, but Fort La Play Porte Endowment can also be used to transport people, buy wigs or Fox Memorial Park Endowment FundFund* prosthetics, and other things Friendship Botanic Gardens Fundd to help them through June B. Kelley Garden Fund for Longong Beach diffi cult times. La Porte City Park Foundation Fundnd La Porte County Conservation Fundund* La Porte County Conservation Trustust Fund La Porte County Park Foundationn FunFundd Long Beach Tree Fund Mill Pond Park Fund Jan Nona Environmental Stewardshipdship Award Fund Rotary Special Projects Fund Save the Dunes Conservation Fund Endowment Shirley Heinze Land Trust Endowmentment for La Porte County Taleamor Park Environment & Artt FundFund Trail Creek Watershed Partnershipp FundFund* Urban Forestry Fund – Michigan CityCity Unity Park Endowment Fund

24 | UNITY FOUNDATION OF LAA PORTEPORTE COUNTYCOUNTY UNITYFUNDS | 2018 Senior Citizen Well Being and Other-abled Unity representatives Agrawal Family Fund for Social Angie Deuitch (far right) & Learning Institute and Maggi Spartz (front Legacy Fund for the Swanson left)celebrate the Robo Activity Center for Older Adults Blitz robotics team’s Library Services for the Disabled Fund victory at the State championships. Unity Paladin Endowment Foundation, with the help Reins of Life Michigan City Endowment Fund of an anonymous donor Gardner & Guerrucci Memorial Endowment and a lot of fans, helped Fund for Social & Learning Institute the team raise $10,000 Senior Independence Fund in just one week so they SHARE Foundation with the could attend the World Handicapped Fund Championship. Awards and Scholarships Agricultural Scholarship Literacy and Library Services La Porte County Family YMCA The Judith A. Amor Nursing Scholarship MC Elston Branch Endowment Fund Kay Franklin Commemorative Fund Diane Kay Bamberth Memorial Award MCAS Education Enrichment La Crosse Public Library Fund & Dress for Success Fund Gustav J. & Elma A. Banzhaf La Porte County Public Library Scholarship Fund MCHS Athletic Booster Club Endowment Fund Bensz Family Scholarship Fund Zach McCoy Youth Development Fund Marquette Catholic High School Barbara Brandon Piano / Library Fund Aaron McNew Memorial Fund Organ Achievement Award Michigan City Public Library Unity Fund Hanna Helen Ohlund Memorial Fund Dr. Windham Bremer Scholarship Read La Porte County Literacy Fund New Prairie Athletic Capital Fund Lloyd G. & Betty Jane Clayton Unity Foundation Literacy Fund Kent D. Ribordy Youth Fund Scholarship Fund Philip A. Sprague Care & Share Fund William Vernon Compton Scholarship Mental Well Being Teen Dream Fund Earl & Faye Cunningham Scholarship Mental Health Fund of La Porte County Tuholski & Oberlie Environment Anne H. Daley Youth Service Bureau Scholarship Samaritan Counseling Centers Fund & Arts Fund for Youth R.E. Daly III La Lumiere Scholarship Worthy Women Recovery Home Charles Westcott Youth Fund Endowment Fund Youth 2 Youth Endowment Fund Ernest & Mildred Delco Scholarship Carley Dickard Memorial Scholarship Fund Positive Youth Development Religious Galena Township Scholarship Fund 4-H of La Porte County Bethel Presbyterian Church James A. & Phyllis A. Garwood Memorial Music Scholarship Boys & Girls Club Endowment Fund of Union Mills Fund J. & J. Guerrucci Family Foundation Boy Scouts of America First United Methodist Church LaSalle Council #165 Fund of La Porte Endowment Fund Donald & Beverly Guse Scholarship Fund DeCamp’s Band of Brothers Fund Evelyn & Robert Johnson Fund Harold & Rowena Hargrave Scholarship for the First Christian Church of La Porte Dr. Fischer LPHS Athletic Fund Robert J. Hiler Memorial Scholarship La Porte Catholic Church Fund* Foundations for Youth Ruth Howe Memorial Nursing Scholarship (Youth Service Bureau) Music Fund for First United The Ingersoll Trust Methodist Church of La Porte Girl Scouts of Northern Indiana-Michiana Dr. King S. Jones Memorial Presbyterian Church Foundation of La Porte Hands off Heroin Fund, MSD Scholarship Fund New Durham Twp Schools Presbyterian Church of La Porte Arthur & Alice Kabelin Scholarship Endowment Fund Imagination Station Fund Kabelin Family Scholarship Sinai Temple of Imogene L. Dahl Purdue Extension Fund Michigan City Endowment K.A.T. Volunteer Scholarship Junior Achievement of Michigan City St. Johns United Church of Christ, Harry Kelling Scholarship Fund La Porte County Fair Unity Fund Michigan City Kelly-Prentiss Scholarship La Porte County Family YMCA Fund Trinity Church Fund, Michigan City Sandra Calkins Kowalski Wanatah Sacred Heart Catholic Church Community Nursing Fund for PNW *New Fund

UNITY FOUNDATION OF LA PORTE COUNTY | 25 UNITYFUNDS | 2018

Richard & Tracy Krause Dr. Edwin C. & Alice J. Mueller Scholarship Fund* Scholarship Fund The La Porte County E-Z Riders Loyal Perlich Outstanding Horse & Pony Scholarship Fund Speaker Award La Porte Amateur Musical Scholarship Pioneer Scholarship La Porte County Nursing Redington & Rootes Scholarship Scholarship Fund Ida M. Reffett Debate Scholarship La Porte County Symphony Orchestra Robert A. & Dorothy W. Rocke Deborah DePoy Scholarship* Scholarship Robert E. LeRoy Tennis Scholarship Frank & Dorothy Schellin Scholarship Lilly Endowment Donald F. Scott Motivational Community Scholarship Scholarship William P. & Mary Lou Linnen Floyd O. & Betty L. Shunk Scholarship Fund for St. Mary’s College Edward B. Siperek & Grace A. Steele Linnen Memorial Fund for La Lumiere Siperek Scholarship Marilouise Lundgren Lossing Irvin E. & Peg Swanson Fund Memorial Education Fund Tanber-Blair Golf Scholarship Fund Jack Lubeznik Scholarship Fund Got Swine? Nearly 20 years ago, the family of the John R. & Florene A. Troyer Scholarship Robert L. Ludington & Anita Huppenthal late Clarence Weinkauff started a fund to encourage Ludington Scholarship Fund Unity Foundation County-Wide Scholarship Fund youth to take on extra challenges by breeding their own Terence Metcalf Memorial Scholarship D.I. Walker Scholarship Fund swine. This turns a 3 month project into a year-long eff ort. Ruth & Leonard Minich While home-bred swine rarely win Grand Champion, the Scholarship Fund Arlo & Jayne Westphal Memorial Scholarship Weinkauff Fund provides a $500 award to a 4-H’er who M.C. Summer Festival Scholarship Fund stands out. The 2018 winner was Erica Skibinski. Also shown are Sue McCormack and her daughter Jessica Spiess. *New Fund DONOR ADVISED FUNDS These funds are for charitable purposes recommended by the Donor Advisor. Their recommendations are honored as Magnuson Family Advised Fund Donnie & Peggy Thomas long as they are deemed legal and charitable in nature. Bruce & Julia Manner Empowerment Fund Social Capital Fund Tom & Judy Ringo Advised Fund Agrawal Family Fund Micky Gallas Family Fund McDermott Family Fund Salmon Family Fund Amberg & Spartz Family Fund Gilmore Family Fund Leigh & Marcia Morris Fund Paul & Terri Sammann Fund Seegers Family Fund Paul & Sharon Applegate GoMetz Farm Fund Nelson & Deuitch Family Foundation Charles K. & Janet Community Fund Scott E. & Kimberly A. Siefker Fund Milton L. & Sylvia R. Bankoff Greenwald Family Fund Christian J. Nickels Stalbrink & Lapaich Family Fund* Memorial Foundation Hay Family Advised Fund Memorial Fund Ticsay Family Charitable Foundation Bensz Family Advised Fund Jack L. Jones Advised Fund Jerome C. & Kathy A. Orcutt Fund Ulery Family Fund Muriel R. & Myron Kabelin Family Fund Pontius Family Foundation Robert W. & Sharon L. Wright E. Berkson, M.D. Fund Kora Family Fund William & Marie Priebe Memorial Fund* Community Fund Brennan Family Fund Lake Family Fund for Anonymous Funds Fred & Helen Brust Fund La Porte County Random Acts of Kindness Fund Sara & Bill Carlisle Advised Fund* Lake Family Fund Ransom Family Foundation Dent & Sterger Families Levine Family of La Porte Fund Cheryl J. Reinhart Advised Fund Foundation Fund Lighthouse Place Charitable Fund T.H.E. Fund* Jeff & Dawn Dunifon Family Fund Shirley Lubeznik Advised Fund Shaw & Greta Friedman Rose & Walter Machnyk Advised Fund Donor Advised Fund For additional details visit ufl c.net

UNITY FOUNDATION OF LA PORTE COUNTY | 27 422 Franklin St., Suite C Michigan City, IN 46360

MISSION The 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. TRIPLE your Treasure

VISION Gifts to Unity’s Power for Good Funds We envision La Porte County to be a dynamic county, can be matched $2 for each $1 recognized for its investment in its people, economic vitality, and rich quality of life, and to be a model for by the Lilly Endowment Inc. innovative leadership and supportive citizenry.* For a limited time *Created by ordinary citizens in 1992 and up to $500,000

| | 219-879-0327 888-898-6489 Fax 219-210-3881 A gift of $100 or $1,000 means unity@ufl c.net $300 or $3,000 for the community.... FOREVER!