Community

POWER FOR GOOD... POWERFUL
Unity Foundation of
LaPorte County
2008–2009 Community Report

WHAT’S IN THIS ISSUE?
INTRODUCTION ..............................................1
CO-CHAIRMEN’S & PRESIDENT’S LETTER ....... 2
BOARD & STAFF............................................. 3
UNITY LEADERSHIP BUILDERS ...................... 4
FRIENDS OF UNITY ........................................ 5
GIFTS IN MEMORY OF .................................... 6
GIFTS IN HONOR OF....................................... 6
VOLUNTEERS................................................. 6
VISIONARIES ................................................. 8
A LESSON IN LEGACIES: TROYER’S ............. 10
180 HORSEPOWER ANNUITY: NUSBAUM’S.....12
LAPORTE YMCA AT 100: .............................. 14
LILLY SCHOLARS: FISCHER & TROXEL ......... 16
SCHOLARSHIP WINNERS 2009 .................... 17
FINANCIAL SUMMARY 2008 ......................... 18
GRANT DISTRIBUTIONS 2008 ...................... 19
2008 GRANTS FOR GOOD ............................ 20
2009 FUNDS FOR GOOD .............................. 22
GOLD KEY SOCIETY...................................... 29
Stories of Unity givers and receivers who lead Powerful Lives
Unity Foundation Is So
Diverse… How Do I Use It?
LIKE TWO SIDES OF A COIN:
Giving Side:
• Give to support Unityʼs work
• Give to remember or honor someone
else
• Build your favorite fund
• Start a fund of your own—It only
takes $5,000
• Use automatic check withdrawal or
use Visa, MasterCard
• Give stock, life insurance, etc.
• Mention the Unity Foundation in your will
Getting Side:
• Get help furthering education through our many
scholarships
• Enjoy the services of non-profits
that receive grants from Unity
• Enjoy the services of non-profits
that have endowment funds with
Unity
• Learn more about the community
through the studies and information
Unity collects and shares
• Learn more about volunteering through the United
Way Volunteer Center
ABOUT OUR COVER
Mosaic of Unity—In this photo, veterans from the Wanatah American Legion helped students from the
Safe Harbor program at Knapp Elementary School in Michigan City create their unique mosaic tiles. Participants
shared stories from LaPorte County's past to help us better understand who we are today.
In honor of its 15th anniversary, Unity Foundation awarded $15,000 to the Jack & Shirley Lubeznik Center
for the Arts and Healthy Communities of LaPorte County through a competitive process. The grant
focused on “unity in diversity.” During the past year, individuals and groups from all over the county made
clay tiles that will be melded together in one large mosaic representing LaPorte County's people and cultures.
The process takes time but, when complete, will become a permanent symbol of “LaPorte County
unity” on an outside wall of the Lubeznik Center.

INTRODUCTION
The 100th anniversary of LaPorte
YMCA in 2009 turned our
thoughts back to those earlier
times. Only a few generations
ago, when resources were scarcer,
and when organizations such as
the Unity Foundation didn’t
exist, individual philanthropy was
a privilege reserved primarily for
the wealthy.
The legacies of the Barkers and the
Foxes continue to thrive today.
And the LaPorte YMCA steadfastly
continues its mission. But in
one important facet, times have
changed—philanthropy has been
embraced by a much wider segment
of the population.
Today, members of the community
such as the Nusbaums and the Troyers
(whom you will read about on
page 10 through 12) are doing
exactly what the Barkers and the
Foxes of yesteryear did. They are
creating lasting legacies. One hundred
years from now, their visions
for the future will still be significant.
The Unity Foundation is the vehicle
they use to accomplish their
goals of forward giving.
Families of means generously used
the power of philanthropy to the
benefit of the community. The Fox
family in LaPorte and the Barker
family in Michigan City are
notable examples. Their concern
for civic welfare resulted in the
Barker Annuity Fund (now the
Barker Welfare Foundation), Fox
Park and LaPorte Civic Auditorium,
among many other
accomplishments.
We can call these particular philanthropic
efforts “forward
giving”—investing in an enduring
legacy with the certainty that it will
continually benefit the community
for generations to come.
No wonder. Since the end of
World War II, our country has seen
economic growth and prosperity
nearly unique in its history. Statistically,
the current net worth
(CNW) of households in Indiana
is estimated at more than $310 billion—more
than $125,000 per
household.
For the impact it has on our
society, philanthropy is one of the
most powerful forces we possess. In
fact, all of us improve our community
through every act of giving,
charity and kindness. What most
people don’t realize is that they can
do even more. Creating a power
for good is in almost everyone’s
reach. In all likelihood, you have
the power of forward giving. And if
you do, why would you let all that
potential go to waste?
Create a powerful legacy.
Be a power for good.
Live a powerful life.
The Unity Foundation is open 24 hours a day at our Website, www.uflc.net. It’s the place to go when you want information
on giving . . . Grants • Funds • Scholarships • Benefits • Advisors • Events • And the Unity Foundation.
The Unity Foundation strives to realize a vision of LaPorte County as a cohesive community that uses its
diverse heritage to improve the quality of life for all through civic pride, service and philanthropy.
The Unity Foundation serves donors, non-profits and the community by building
endowment funds to provide income for local charitable causes—now and forever.
Bookmark us at www.uflc.net
Contact us at:
PO Box 527/619 Franklin St., 2nd Floor
Michigan City, IN 46361
219-879-0327 • 888-898-6489
219-873-2416 fax
unity@uflc.net
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CO–CHAIRMEN’S & PRESIDENT’S LETTER
Dear Friends of Unity:
Powerful Lives. We are in awe of how much good people do. We are privileged to share stories of members
of our community who lead powerful lives,—both those who give to and those who receive from Unity.
Life is changing. This past year brought unprecedented volatility in the economy, financial markets,
housing, jobs and more. Many are hoping for a “recovery,” a return to how things were. Others believe
that we have no choice but to “reinvent” ourselves, our communities and our nation.
There are four areas where the most change will most likely occur going forward: education, energy, housing
and transportation. How can we better harness our existing community resources and attract new
ones? How can we gain consensus on critical issues and take needed action? How do we assure that
LaPorte County is better 20, 50 and 100 years from now and NOT worse?
The Unity Foundation can be a catalyst for reinvention. But we’ll need your help. When Unity’s portfolio
dropped in value, so did our operating funds. Our investments have recovered, but it was still a setback.
Operations are funded three ways: a 1% fee on assets, gifts from people and businesses, and grants. Instead
of cutting back and retrenching, the Unity Foundation stepped up. How?
Besides providing grants to our hard working non-profits, the Unity Foundation:
• Paid out 5% on endowed funds because the need was greater than ever.
• Made more than $100,000 in community grants, focusing on basic human needs.
• Continued to make annual grants and scholarships of more than $700,000.
• Provided staff and resources to address critical issues like homelessness prevention,
literacy, health, environment and more.
What can you do? Think about new ways to improve the community. Think about how you and your
families, organizations or communities can reinvent themselves.
And think about how you can make your life more powerful by working with the Unity Foundation. Start
your own fund, support Unity operations, help build our many existing funds or just get more involved
and informed at any level. Together, we really can be a “power for good.”
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BOARD
of
2008–2009
DIRECTORS
Edward L. Volk, Co-Chair Michael Brennan, Co-Chair Maggi Spartz, President Elizabeth Bernel Daryl L. Crockett Jon Gilmore
Romona Hay Jim Jessup Jack L. Jones Jerry Kabelin Dr. Vidya Kora Daniel E. Lewis
Mary Lou Linnen Ronald J. Ragains Burton B. Ruby Kim Sauers Marti Swanson Michele Thompson
Sue Korte Regetz,
Vice President
Camie Edson
Program Assistant (PT)
Margie Nasser
Development Assistant (PT)
Warren Ransom
Professional Advisor Liaison (PT)
Jan Ribordy
Administrative Assistant (PT)
Unity Associates:
AFS, Inc. • Applegate & Co. CPA’s • Figment Creative Group • Fund Evaluation Group • Renaissance, LLC • Strategic Financial Group
Honorary Board Members:
Fran Hiler • Robert Schaefer
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UNITY LEADERSHIP BUILDERS
We proudly recognize donors who
made contributions of $1,000 or more
between October 1, 2008, and
September 30, 2009.
Anonymous Donors
Accurate Castings
Jada Anderson
Mr. and Mrs. Bernard Baltes
Estate of Sylvia R. Bankoff
The Brassie Golf Club
Mr. and Mrs. Michael Brennan
CB Richard Ellis South Bend
Centier Bank
Chicago Southshore and South Bend Railroad
Criterion Catalysts
Robert and Nancy Dabagia
Craig and Pam Dwight
G.M. Fedorchak & Associates
Filter Specialists, Inc.
First Source Bank
Mr. John A. Garrettson
General Insurance Services
Lt. Col. and Mrs. Luke G. Grossman
H & G Plumbing & Heating, Inc.
H & G Underground Utilities, LLC
Dr. and Mrs. Gene Hay
Horizon Bank
Independent Colleges of Indiana
Indiana Michigan Power
Jim and Alison Jaksa
Mr. and Mrs. Jack L. Jones
Junior Achievement of Michigan City, Inc.
Kabelin Ace Hardware
Jerry and Kay Kabelin
Dr. and Mrs. Peter C. Kesling
Dr. and Mrs. Vidya Kora
LaPorte Regional Health System
Larson-Danielson Construction Co., Inc.
Beth LeRoy
Daniel and Linda Lewis
Ed and Eden Lysaught
Peter H. and Judy K. Mathis
Mr. and Mrs. Michael L. McDermott
Isabelle Peterson and Maggi Spartz
celebrate giving the first scholarship
from her newly started “Pioneer
Scholarship Fund.”
Merrion Foundation
City of Michigan City, IN - Dept. of Redevelopment
Dr. David C. Miller and Dr. Lovera Wolf Miller
Hoit and Dorothy Miller
Dr. and Mrs. Edwin Mueller
NECA IBEW L U 531-N Indiana
Newby Lewis Kaminski & Jones
NIPSCO
Charles Oberlie
Mrs. Marie Priebe
Rieth-Riley Construction Co., Inc.
Mr. Burton B. Ruby
Burton B. Ruby Foundation, Inc.
Sager Metal Strip Co. LLC
Screw Machine Products
Short-Elliott-Hendrickson, Inc.
Mr. and Mrs. Scott E. Siefker
Mrs. Madeline Smrt
Space Center, Inc.
Structurepoint
Peg Swanson
Tim and Marcia Taebel
Tonn & Blank
Trinity Church
The Troyer Group, Inc.
Mr. Edward L. Volk
Mrs. Ellen C. Volk
FRIENDS OF UNITY
People and organizations who contributed
$25 to $999 to support Unity
operations or any fund of their choice
between October 1, 2008, and
September 30, 2009.
Anonymous Donors
Abonmarche Consultants of Indiana LLC
AFS Company, LLC
Bill and Evelyn Alter
Angelos & Rardin
Paul and Sharon Applegate
Jim and Lauren Arnold
The Arsh Group Inc.
Ms. Katherine A. Auksel
Drs. George P. & M. Barbara Backer
Ms. Barbara A. Bankoff
David and Billie Bankoff
Dr. Peter and Mary Bankoff
Ms. Lorraine J. Bear
Mr. and Mrs. Stephen J. Beardslee
Mr. and Mrs. Kevin Beres
Beth S. Berkson
Rabbi Marc and Deborah Berkson
Liz Bernel
Laurel Bernel
Mr. Nick Bernel
Richard Blank
Mr. Robert J. Blank
Eva K. Brady
Mr. and Mrs. Joseph P. Brennan
James and Eloise Brown
Mark and Christel Bublitz
Germaine S. Burns
Cadence Environmental Energy, Inc.
Christopher and Tracy Cannon
John and Peggy Carmen
Cender and Company LLC
Martin & Nancy Chalifour
Mr. Steve Clark
Mrs. Betty Jane Clayton
Mr. Vane Clayton
Mrs. Joan Coughlin
Ms. Fern A. Cox
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Kevin M. Cox and Kay L. Clark-Cox
Craighead, Lange and Hough, P.C.
Mr. and Mrs. James M. Cunningham
Mr. Lee Dabagia
Dage-MTI Inc.
Mr. and Mrs. Leon A. Dargis
Kathryn Dearborn
John and Mary Deering
Jan and Anneke Dekker
Mrs. Mary Jo Dickard
Pamela H. Dishman
Mr. and Mrs. Thad Donovan
Ducey Family
Dunebrook
Mr. John R. Dunk
Paula and Tim Earley
Dr. and Mrs. Daniel E. Edquist
Elizabeth Elsaesser
Environmental Incorporated
Essling Funeral Home Inc.
Mr. and Mrs. Paul G. Fenker
Figment Creative Group
Mr. and Mrs. Maurice S. Fox
Mr. and Mrs. Michael W. Franke
Louise Fujioka and Caroline S. Kanno
Mr. and Mrs. Michael Gonder
Joe and Joy Gray
Connie Grennes Anderson
Teri and Scott Hajek
Allan Hale
Mr. and Mrs. Roger D. Hamilton
Jason and Mindy Heidel
Mr. and Mrs. Jack L. Henckel Jr.
Kathryn L. Hendrickson
Heston Supper Club
Mr. and Mrs. Kevin Higdon
Stephanie G. Hodde
Mr. and Mrs. Gerald D. Hoffman
Mr. and Mrs. Jordan Hollander
Frank Howe
James and Mary Howe
Mr. and Mrs. Paul B. Howe
Dick and Janet Howell
Mr. and Mrs. Sam H. Hua
Deborah Hyndman
J & L Dimensional Services, Inc.
Shirley Jaffee
Mrs. Mary Ann A. Jensen
Jim and Virginia Jessup
Ms. Karen Johnson
Brian and Gloria Jones
Keith M. Kalvaitis
Leon R. and Norma Kaminski
Chester and Virginia Keen
Mr. and Mrs. James G. Keene
Mr. and Mrs. Joseph J. Kelly
Jeanie King
James and Melinda Kintzele
Mrs. Gail C. Kirk
Judy Kowal
Peg Landsman
Greater LaPorte Economic Development Corp.
Mr. and Mrs. David A. Levenhagen
Dave and Polly Liebig
Joseph L. Liffick
Mrs. Betty Locke
Bernard Lootens
Betty Lorentzen
Mr George P. Lundeen
Lysaught and Salmon CPA
Roman and Barbara Macudzinski
Mr. Robert A. Mains
Steven and Susan Manering
Carter and Maya Manny, Jr.
Lorelei Matousek & Associates
Corinne Mc Cay
Mr. Vern H. McCain
Ms. Carolyn T. McCarty
Mrs. Carol McCombs
Barry F. McDonnell
Mrs. Corinne McGrail
Timothy and Laura Mellen
Michiana Construction & Management Inc.
Mark J. Mihalo DDS
B e c o m e a F r i e n d o f U n i t y
Because we all share a deep affection for this community, why not help
Unity in our mission to improve the quality of life here? Join the Friends of
Unity. Friends is a gift-giving option for donors who want to support Unity
without starting a fund. All it takes is a gift of $25 or more.
You can give once or as often as you like using cash, credit card or our easy
Simple Giving program (see page 11), and your contribution will be
acknowledged, as you see, in our Community Report.
It really doesn’t matter whether you’re a weekender, a summer guest or
even a snowbird. There’s no such thing as a part-time Friend of Unity.
Your support is valuable to us 100 percent.
Become a Friend of Unity Today.
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Mill Pond Park Fund
Janice C. Montgomery
Mueller Family
Michael and Margie Nasser
Nationwide Homes, Inc.
Mr. and Mrs. Orville Nichols
Mr. Jerome Nickels
NIES Engineering, Inc.
North Central Speech Pathology Services, Inc.
Mr. and Mrs. Frank Nowak
Mr. and Mrs. Robert W. Nusbaum
Tim and Jackie Ohlund
Dick and Lorraine Orlowski
Packaging Logic, Inc.
Parkison & Hinton Inc. CPA
Mr. and Mrs. David Parry
Phyllis Patterson
Michael Perlich
Jim and Bobbi Petru
Dr. Seth Philbrook
Mr. and Mrs. Richard W. Pilcher
Dan Plath
Psi Iota Xi Sorority - Eta Eta Chapter
PUBCO Employees
Mr. and Mrs. Warren G. Ransom
Larry Rardin
John G. Regetz and Sue Korte Regetz
Tom and Judy Ringo
Angie and Bob Rose
Glen and Shirley Rosenbaum
Mr. and Mrs. Michael Salmon
Samaritan Counseling Center, Inc.
Bob and Jayne Schaefer
Mr. and Mrs. Thomas E. Schering
Mr. and Mrs. Robert G. Schiewe
Julie Schmidt
Schmitt & Kaylor
Mr. and Mrs. George A. Scott
Jean and Neil Sheehan
Evelyn Sheldon
Mr. and Mrs. Charles C. Siedlecki
Pekka & Pat Sinervo
Maggi and Tom Spartz
Mike and Kathy Spurling
Mr. Bruce Starek
State Farm Insurance
Mr. and Mrs. Paul Steinheiser
Debra S. Strieter
Eufemia (Emma) M. Suarez
Mrs. Susan Szilagyi
Mr. and Mrs. Daniel L. Tennyson
Ms. Diane Thalmann and Mr. Bruce Hastell
Mr. and Mrs. Robert L. Thompson
Tom Thorson
Jack and Betty Trickler
Mr. and Mrs. Nathan A. Ulery
Mr. Gilbert A. Vayhinger Jr.
Mr. Robert W. Verran
Mr. and Mrs. Larry A. Wade
Mr. and Mrs. Richard L. Ward
Weil McLain
Helen Welsh
Otto and Diana Werner
Eve and Mike Wierzbicki
Mrs. Ramona Wipperman
Mr. and Mrs. Charles A. Wolff
Randy and Sue Wright
Sharon Wright
YogaKids International
Maureen A. Zydek
GIFTS IN MEMORY OF
10-1-2008 to 9-30-2009
Dr. Milton and Sylvia Bankoff
Alice Bamberth Beehn
Roberta Blank
Kate Bluhm
Tom Breese, Sr.
Mr. and Mrs. John P. Daley
Carley Dickard
Future Volunteers: Leadership LaPorte County brings together high school students from all corners of the county. They
build leadership skills and increase their confidence to make their communities stronger.
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Edna Dingler
Maurice S. Fox
Lorraine Frank
Ruth Howe
Lorraine Jarka
Patricia and Arthur Jensen
Mary Kirkby
Rev. Carl E. Korte
Dale E. Landsman
Harriett Lehner
Tom Lernihan
Jonathan Levin
Mark Mains
Roland "Butch" Mangus
George Masten
William J. McCombs
Judith Kay Norton
Claude Novak
Frances K. Oberlie
Eleanor O'Hara
Glenn Patterson
Dick Porsoska
Susan G. Preihs
Jeanne Retseck
Harriet Scarborough
Casmer W. Sikora
Terry L. Smith
George H. Smrt
Gary Soyland
Irv Swanson
Margaret Verran
Michael Volk
Eric Wilkinson
Denzil Wilson
Roy Wipperman
David Wothke
GIFTS IN HONOR OF
10-1-2008 to 9-30-2009
Nancy Ault
Marc, Debbie, Abby & Jesse Carter Berkson
Mike Brennan
Betty Jane Clayton
Dr. David Clayton
Vane Clayton
Joan Coughlin's Daughters
Earl Cunningham
Gloria Dombkowski
Jordan and Lee Hollander
Keith Kalvaitis
Bob and Lori Lake
Viola Malmgren
Mill Pond Volunteers
Mr. and Mrs. Michael
Nasser
Bud and June Ruby
Norma West
VOLUNTEERS
People who give their
time and talent through
committees, events,
special projects or just
helping out!
Casey Allen
Jada Anderson
Hugo Bamberth
Liz Bernel
Rod Bensz
Biela Printing
Mike and Kathleen
Brennan
Howard Brenneman
Al Brinklow
Julie Burke
John Carmen
Dianne Carpenter
Pam Church
Clara Clark
Betty Jane Clayton
Laura Costello
Daryl L. Crockett
Earl Cunningham
Mary Deering
Todd and Stephanie Dickard
Ann Dobie
Naomi Edinger
Theresa Edwards
Al Brinklow has served as a dedicated volunteer on Unity
Scholarship committees since 1999.
A family of volunteers—Peg Swanson, and her family have
made LaPorte County a better place to work and play
through years of volunteering.
Pictured: Dr. James and Christine Edwards, Peg Swanson,
Tom and Marti Swanson.
Lisa Evans
Foster Printing
Arleen Francis
Shaw and Greta Friedman
Gregg Fuhlenbrock
Carol Garrett
Joseph Gerard
Jon Gilmore
Ressa Golding
Jim Guerrucci
Greg Handel
Romona Hay
Mindy Heidel
Kevin Higdon
Horizon Bank Facilities & Service Dept.
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7

when the
sees a better
for our
Heart FUTURE COMMUNITY
It started with a few thoughtful people of extraordinary vision. They saw beyond themselves beyond their families, beyond
today. They envisioned our community, improving and enriching itself far into the future. They envisioned their favorite
charities and community programs still involved, doing important work.
Today, this group of Visionaries has grown to more than 100 individuals and families. Each started a fund
or made plans for future contributions that best fit their needs and the needs of their families. In doing
so, they have made a lasting commitment to the community, the charities, and the causes they value.
Please consider joining us as a Unity Visionary! When you consider making a gift that will
last beyond your lifetime, there are advantages by giving through the Unity Foundation:
• Your gift will be professionally invested and administered.
• Your family members can be involved in continuing your philanthropic traditions.
• Tax advantages: directing gifts to charity can put you in control.
• Family harmony: using a 3rd party like Unity can be a good solution for hard to divide assets.
• Keep your family’s name alive in the community forever.
• Unity Foundation is flexible and can meet your family’s unique needs.
• Your community and favorite organizations benefit from your thoughtful planning.
Becoming a Visionary is Simple. Here’s How Others Did It.
• Name Unity as a beneficiary of your will, insurance policy or IRA and/or open a new fund
by signing a Fund Agreement with Unity.
• Tell us about it!
Barbara Howe
Carol Howe
Frank Howe
James Howe
Laverne Hughes
Heidi Jaffee
Jim Jessup
Jack L. Jones
Jerry Kabelin
Nancy Kolasa
Dr. Vidya Kora
Paul Kysel
Peg Landsman
David Levenhagen
Daniel E. Lewis
Mary Lou Linnen
Debbie Lloyd
Shirley Lubeznik
Tom McCormick
Corrine McGrail
Dan McKibben
Dan McNabb
Elaine Mulcahy
Elena Mrozinske
Ed Mueller
Janet Musikantow
Jan Nona
Dr. Monica Ovalle
Isabelle Peterson
Dick Pilcher
Sharon Raab
Ron Ragains
Rick Richards
Burton B. and June Ruby
Regina Ruddell
Kim Sauers
Sam Schoen
Dr. Dennis Shawver
Betty Shunk
Larry Silvestri
Barbara Smith
Patti Steele
Marti Swanson
Marjorie Swanson
Sue Szilagyi
Michele Thompson
John & Florene Troyer
Edward L. Volk
Christine Ward
Claudia Williams
Rev. Joel Zipay
VISIONARIES
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
beneficiary 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. Consider
joining this elite group—our Visionaries have
grown to more than 100 individuals and
families. *deceased
James and Susan Aaron
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Anonymous
Elizabeth Amos
Steve and Darlene Baker
Mr. and Mrs. Bernard Baltes
Mike and Lou Ann Bankowski
Ronald Bensz
Myron* and Muriel* Berkson
Franklyn and Alice Bonnet
Barbara Brandon
Michael and Kathleen Brennan
John Carmen
John A.* and Dorothy* Sieb Carstens
Robin Clark
Betty Jane Clayton
Estate of Katherine L. Compton*
Lin Conley
Daryl L. Crockett
Earl and Faye Cunningham
Jean Dalenberg
Anne Daley*
Dent and Sterger Families Foundation
George* and Kathryn Dearborn
V. Michael Drayton
Arlene and Larry Dunn
Estate of Charles* and Pauline* Dye
Dr. Robert* and Kay* Franklin
Herbert George
Mr. and Mrs. Gene Glick
Mr. and Mrs. H. Dean Golding
Nancy Gorman
William T. Gowin
James Guerrucci
Dr. and Mrs. Gene Hay
Fran Hiler
Robert Hiler Jr.*
Frank Howe
Mr. and Mrs. Richard J. Howell
Carolyn Ignatuk
Jim and Alison Jaksa
Jim and Virginia Jessup
Bruce Johnson
Evelyn Johnson*
Dr. King S. Jones*
Alice* and Arthur* Kabelin
Jerry and Kay Kabelin
Harry Kelling* Trust
Dr. and Mrs. Vidya Kora
Stanley and Sandra Kowalski
Robert and Lori Lake
Dale* and Peg Landsman
Elizabeth LeRoy
Mr. and Mrs. Daniel E. Lewis
Dr. Charles* and Dorthea Liddell
Mary Lou Linnen
Estate of Marylouise L. Lossing*
Glenn and Kathy Lubeznik
Shirley Lubeznik
Daniel and Patricia Luck
Bruce and Julia Manner
Dr. Benjamin C. and Darlene S. Mannix
Michael and Diana Rocke McCarthy
Michael and Debora McDermott
John and Connie McKeague
Dr. David Miller and Dr.
Lovera W. Miller
Fred and Sue Miller
Leigh and Marcia Morris
Dr. Edwin and Alice Mueller
James Nickels*
Jerome Nickels
Robert and Dolores Nusbaum
Chuck and Fran* Oberlie
Elsie Pattee*
Michael Perlich
Isabelle Peterson
Estate of Paget Polad*
Ruth Pollingue
Larry Reed
Dennis and Francis-Sipocz
Richardson
Tom and Judy Ringo
Dr. Tom and Cindy Roberts
Dr. Robert* and Dorothy*
Rocke
Estate of Ruth Rohrabaugh*
Burton B. and June Ruby
Mike and June Salmon
Paul and Terri Sammann
Gerald and Betty Seegers
Scott and Kimberly Siefker
Betty L. Shunk
Tom and Maggi Spartz
Estate of Grace A. Siperek*
Philip Sprague*
Marjorie Swanson
Mr. and Mrs. Thomas Swanson
Susan Szilagyi
Bienvenido* and Jeanne Ticsay
John and Florene Troyer
John and Jean* Vail
Edward Volk
Ellen C. Volk
Sunlight streams through the trees on a
beautiful day at the Heston Steam Museum—
one of LaPorte County’s treasures.
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9

A LESSON IN LEGACIES
John and Florene Troyer have had the privilege of
experiencing first-hand the legacy of teaching for
almost their entire lives.
John’s parents Russell and Sylvia were teachers for
42 combined years. Although John resisted at first,
he eventually was, as he said,
“hooked” on the profession.
John taught speech, theater and
world history at Elston Junior
High. Florene was a teacher of
English and Social Studies—“a
cute little blonde teaching one
room away from me,” John
remembered. They moved on to
high school, where John taught
and Florene became a girl’s
college prep counselor, then Chairperson of the
Guidance Department, where she organized a
scholarship awareness program.
Both retired from the Michigan City Area Schools
in 1993. John continued to teach at Purdue North
“Teachers lead powerful lives
because our mission is helping
young people become better
citizens and to make their
livelihoods and lives
better in the future.”
Central until 2008—his fiftieth year of teaching.
Generations of students have passed through their
classrooms and through their lives, guided forward
by their experience. They were both elected to
MCAS Wall of Fame (as John’s father had been).
Looking back, John said,
“Teachers lead powerful lives
because our mission is helping
young people become better citizens
and to make their
livelihoods and lives better in
the future.”
A scholarship was a natural way
to pass the torch of their teaching
legacy. The Troyers
considered several charities, but a few fell by the
wayside and no longer exist. Florene said, “Our
lawyer and lifelong friend Mike Riley said to think
about the Unity Foundation because you can see
the results of your money working for you. Then
you could still leave money to the organization.”
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They chose Unity to create the John R. and
Florene A. Troyer Scholarship, to provide scholarships
for youth or adults primarily from the greater
Michigan City area to pursue undergraduate
degrees, particularly in teaching or theater.
Florene added, “We like Unity because it was developed
within the community. They are in charge of
the fund, and determine the recipients, so we don’t
have to do the footwork. We have a lot of respect
for how the organization is run.”
Recipients of the scholarship earn a head start into
an opportunity that is more challenging than it was
50 years ago. Florene said, “Teachers have many
other complex issues today which they have to handle
in the classrooms.”
John is optimistic for those who will get “hooked” as
he did. He said, “There are a lot of good students
out there today. For a young teacher just starting
out, this is their golden age.”
Have you
considered starting or
contributing to a
Unity Fund?
It’s never too
late to learn how
easy it can be!
Power for Good, Powerful Lives.
BUS Y ?
S H I F T Y O U R G I V I N G
I N T O AU T O M AT I C !
Sharon Wright of
Horizon Bank takes
advantage of Unity’s
new Simple Giving
program to help one
of her favorite
causes—animals.
Simple Giving is the
perfect tool for
people who are
simply busy!
It’s another busy day
at the pharmacy. Jada
Anderson is filling
prescriptions. But at
the same time, she
just made a donation
to her favorite Unity
Foundation scholarship
funds helping
first generation and
minority students.
Simple Giving is an automatic withdrawal
option similar to most withdrawal programs.
With your authorization, Unity makes automatic
withdrawals from your bank to the fund(s) of
your choice.
While Jada and Sharon have targeted specific
funds, others might consider starting their own
fund through Simple Giving. What works best
for you? Let us know.
Either way, Simple Giving means you can take
one more item permanently off your to-do list.
It also lets Unity give back something important
to you—a bit of precious time.
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1 1

180
HORSEPOWER
ANNUITY
When it came to planning their
future, Robert and Delores Nusbaum
were just plane smart.
Bob and Dee are both licensed
airplane pilots. She was a widow
and he was a widower when they
met at an FAA event sponsored
by the Indiana Dunes chapter of
The Ninety-Nines, an organization
of women pilots to which
Dee belonged. Bob remembered,
“She asked me if I had a plane. I
did. I asked her if she wanted to
go flying. She did.” In 1993, they
added a wedding license to their
pilot licenses.
Before their marriage, Bob had
traded up for a more powerful
plane, a Piper Cherokee 180, so
named because of its powerful 180
HP engine. Bob and Dee flew to
every public airport in Indiana (in
alphabetical order, no less). There
are 109, and they traveled 13,765
nautical miles in seven years. There
were other trips as well, to distant
locations such as Ottawa and
Maine. But always, the return flight
home to Union Mills was special.
“The town is a very caring place,”
Dee said. “People have put a lot
of time and energy and money
into projects here. It’s a great
place to live.”
In the past few years, the Nusbaums
were flying less and less,
and thinking more and more
about their future. Dee said, “We
knew about the Unity Foundation.
I read an article about
someone I had known who had
promoted it, and I valued her
choices.”
The Nusbaums decided to invest
in an annuity through Unity
when they realized they could
name the Union Mills Conservation
Fund as their beneficiary.
Dee said, “We would be able to
funnel our annuity to the Mill
Park Fund, which is near and dear
to us. People of this town have
worked hard on it, and helping it
would be ultimately appreciated
in the future.”
So, about three years ago, the Nusbaums
sold their beloved
Cherokee 180. The proceeds from
the sale powered their annuity.
Dee said, “It gives us extra income,
but primarily, we thought it was a
good charitable donation.”
Bob said, “I don’t know if I ever
thought about leaving a legacy
behind until I spoke to Maggi
[Spartz of Unity]. I told her that I
was interested in the rate. And
Maggi said, ‘If that’s what you’re
interested in, it might be better to
put your money in an insurance
company.’ I said, ‘You mean some
company would get the money
when we die?’ She said yes. I said,
‘I don’t want to do that.’ She said,
‘See, you are a philanthropist!’”.
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Take F l ight!
Help your future take flight with a gift annuity
through the Unity. Make a gift—get income for life.
For many people, it’s the right approach.
Income for Today—
A Gift for Tomorrow
Charitable Gift Annuity
How it works:
•You make a gift to Unity—you can give cash, appreciated
stocks, real estate, or other assets.
•You receive income for life, regardless of market conditions.
•We set up a contract with you that spells it all out.
•You also receive an immediate tax deduction for the
charitable portion of your gift.
•We handle all the administrative details—issuing annuity
payments to you during your lifetime and, afterward, issuing
annual grant awards to charities in the name of the fund.
•Your gift can be placed into an endowment that is invested over
time. Earnings from your fund are used to make grants
addressing community needs. Your gift—and all future earnings
from your gift—is a permanent source of community capital,
helping to do good work forever.
$100,000
Call Unity for a confidential quote
C h a l l e n g e M a t c h e s -- T h r o u g h 1 2 - 1 5 - 0 9
$90,000
$80,000
$70,000
$60,000
$50,000
$40,000
$30,000
$20,000
$10,000
$50,000
178%
$50,000
99%
$50,000
101%
$50,000
81%
$100,000
95%
$
Women’s Care Center–
ends 2009
Samaritan Counseling
Center–ends 2009
Boys & Girls Club–
ends 2009
Junior Achievement–
ends 2011
LaPorte YMCA Community
Child Care–ends 2011
About Unity Challenge Matches for Non-profits:
On a case-by-case basis, the Unity Foundation Board of Directors allocates $1 for each $2 a non-profit raises for its existing endowment fund
in Unity. Agencies have used their matches to pay down mortgages, fund critical projects, or even put it right back into their endowment
to help it grow faster—making them stronger and better.
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LAPORTE YMCA AT 100: A WORKING
The LaPorte YMCA celebrated its 100th anniversary
throughout 2009 with an anniversary dinner at
LaPorte Civic Auditorium, a community-wide ice
cream social and many other special events. The Y has
reason to celebrate—it is a vigorous organization of
about 5,900 members, ranging in age from six months
to 94. The Y is loved and supported. It is influential in
the community and in the lives of its
members.
noted how the Y helped shape his life. “Irv was not
able to afford the Y as a youth, so he came on a
scholarship, as did his wife Peg, whom he met here.
He learned to play basketball here, and went on to
earn a full basketball scholarship at Indiana University.
Now, their son-in-law serves on our board.
Their children are active, and grandchildren have
come through the program.”
Irv’s deeds spoke powerfully to the community.
Today, members such as Berchem are following his
footsteps. She said, “I was a member of the Y as a
kid. This is where I learned to swim. My kids
learned to swim here. My husband
and I and children were
members long before I
thought of working here.”
With such foresight and
dedication,
During this eventful hundred
years, hundreds of
people deserve thanks for
their commitment to the mission of the LaPorte
YMCA. Leaders were always willing to step up, as a
look back 25 years or so to a critical juncture in the
organization’s history shows.
In the 1980s, the facility was showing its age. Membership
was half what it is today. “Our board had the
vision and forethought to start a capital campaign to
get ready for the future,” said Executive Director
Cindy Berchem. “Today, we’re a very healthy notfor-profit.
Our membership has doubled because we
have a great board, great staff and great community
support. We have all the key pieces to make an
organization great.”
Irv Swanson was one of the board members who
brought about the YMCA’s renaissance. Berchem
the Y continues today to be a power for good as it
has been throughout its history. Berchem said,
“We’ve offered many services through the years, but
there is one thing that has stayed the same—we’ve
always met the needs of the community. In 1925, we
started the women and girls department. We were
one of the first YMCAs in the country to offer it.
Today, we offer more flexible child care, for single
parent families or parents with different work shifts.
During the Depression, we gave out free memberships
to kids. The Y didn’t turn any kids away. We
still do that through our Scholarship Fund.”
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CELEBRATION
CHILD
CARE
CHALLENGE
The Silver Sneakers
There are many needs to be met, so the hundredth
year might be called a working celebration. The
Scholarship Fund 2009 fundraiser was a record
breaker, raising more than $100,000. Last year, the Y
gave out $200,000 in scholarships. The YMCA also
has two Unity funds. The LaPorte Family YMCA
Fund is a general endowment fund. The LaPorte
Family YMCA Child Care Center Fund supports the
expanded child care center on Monroe Street.
Wait?
The YMCA
Child Care Center
wanted to build their
endowment fund with Unity.
Cindy Berchem said, “It’s a way to participate
in the YMCA besides being members. It’s
a way to build strength of the YMCA for the next
100 years.”
The Unity board and an anonymous donor wanted
to help. Together they challenged the Y to raise
$50,000 over three years. The donor would
match it and then Unity would send $50,000 to
the Center for literacy and accreditation efforts.
The Y needs only $5,311 to complete the challenge—nearly
one year early! Congratulations to
the Y supporters for making the Y stronger.
Support your favorite not-for-profit
organization today, and help it
prepare for the next 100 years.
Power for Good, Powerful Lives.
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16
PRESENTING THE LILLY SCHOLARS 2009
Helping Local People Get Ahead
The Unity Foundation has been blessed with many people who
want to help others go to college. There are 40 active scholarship
funds that granted $86,215 in 2008 to 82 students.
Many scholarships are open to non-traditional students.
A special scholarship was begun by the Indianapolis-based
Lilly Endowment Inc. who wanted to improve the low
education rates in Indiana. All 92 counties in Indiana
have the chance to recommend students for this prestigious
award. It pays for 4 years of tuition to any accredited Indiana
college. The process is rigorous. In 2009, of the 40 applicants, 8
were selected as finalists to be interviewed. The applications had
names and other identifying characteristics blacked out. Each application
stood on its own. This year, our Lilly Scholars came from the far corners
of the county—New Prairie and LaCrosse.
JACKSON TROXEL:
LaCrosse High School
Jackson lives by the credo, “To whom
much is given, much is expected.” After
receiving a degree in farm management at
Purdue, he plans to return, expand the
family farm, and become an active community
member. Jackson earned a 4.125 GPA,
ranked first in his class and was class president
for all four years! This motivated young man
served in leadership positions in 4-H, participated
in the Hugh O’Brian Youth Leadership Conference
and Leadership LaPorte County’s youth program.
Active in sports, he earned nine varsity letters in
three sports.
JILL FISCHER:
New Prairie High School
Jill’s academics were top-notch. She
carried a 4.065 GPA and earned 28
college credits before graduating. That
alone gets attention. But combine that
with her extracurricular activities, and
you end up with an outstanding all-around
student. Jill was a member of the Robotics
Team and was programming team leader. She
placed first in the state in the Spell Bowl twice,
in addition to participating in band, tennis, 4-H,
and serving as a mentor/tutor to a 5th grade student.
In her free time, she designed corn mazes for
her family’s farm. This remarkable young woman is
studying engineering at Purdue.
THE MILLION DOLL AR DIFFERENCE
Did you know that college graduates—over their lifetime—may make a million
dollars more than those with a high school diploma? Yes, it’s a big difference
when lifetime earnings for college graduates are estimated to be $ 2.1 million
vs. $1.1 million for high school graduates. And all education beyond high
school makes a difference. For example, those who go on to join the trades
through apprenticeship programs are estimated to earn $1.8 million over
their lifetimes. There are many local options for learning…
it’s never too late!
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SCHOLARSHIP WINNERS 2009
Unity Foundation understands and values education. Criteria for Unity scholarships vary—some are open to almost any student and some are targeted
by geography or field of study, based on donors’ interests. These scholarships were initiated by generous and forward-thinking community members
who desire to make education accessible for LaPorte County students. Visit www.uflc.net for applications, criteria and deadline information.
Diane K. Bamberth
Memorial Award: Kelsey Fine, Kara
Ulrich
Gustav J. & Elma A. Banzhaf
Memorial
Scholarship: Jessica Bealor,
Kourtney Keck, Karen Zimmerman
Bensz Family Scholarship: Kebin
Kim
Windham Bremer M.D.
Scholarship: Amber Zeedyk
Lloyd G. & Betty Jane
Clayton Scholarship:
Charles Coates
William Vernon
Compton Scholarship: Michael Kutch
Earl Cunningham
Scholarship: Jenna Schultz,
Darius Johnson, Ryan Sosinski
Ernest & Mildred
Delco Scholarship:
Virginia Borolov, Robert Braddy, Stacy
Brown, Christopher Heric, Sarah
McCullough, Cristin Sheldon, Clinton
Shireman, Rachel Werner
Carley Dickard Memorial
Scholarship: Courtney Brinkman
Dr. and Mrs. Carl N.
Fischer Scholarship:
Sarah Dermody
Harold and Rowena Hargrave
Trust:
Amanda Osborn
Robert J. Hiler Memorial
Scholarship: Richard Carlson,
Sally Gribben, Neil Hackett, Kelly
Kincaid, Heather Smith
Ruth M. Howe Memorial Nursing
Scholarship:
Heather Mills
Dr. King S. Jones Memorial
Scholarship: Payton Larson,
Margaret McDonald
Arthur and Alice Kabelin
Scholarship: Emma Gersch,
Kaitlyn Hickman, Michael Hunter,
Matthew Landry
Kabelin Family Scholarship: Alesha
Chadderdon, Samantha Stewart
Harry L. Kelling Memorial
Scholarship: Robert Steinheiser
LaPorte County Nursing
Scholarship: Rachel Braddy, Kristen
Gonder, Detra Hernandez, Brandi
Hynek, Ashley Melton-Boswell, Lindsey
Milcarek, Erica Richards, Donnita
Scully, Katherine Steinheiser, Eva
Williamson
Robert E. LeRoy Scholarship:
Katherine McDonald, Benjamin Winski
Marilouise Lundgren Lossing
Memorial Scholarship: Brittany
Haller,
Alex Keim, Michelle Martin,
Benjamin Winski
Jack Lubeznik
Scholarship: Sara Biela,
Monica Poplawski
Edwin and Alice Mueller
Ernest and Mildred Delco Scholarship Winners 2009
Scholarship: Heather Mills
Jan Nona Environmental
Stewardship Award:
Jordan Amor
Pioneer Scholarship:
Brittany Parrett, Katlin Lestinsky,
Alfreda Nelson
C. Robert Plank, M.D.
Scholarship: Brittni Sprouse
Redington and Rootes
Scholarship: Sarah Chlebek, Michelle
Landry, Stephanie Lindeman,
Katherine McDonald, Brittni Sprouse,
Katherine Steinheiser
Dr. Robert A. and Dorothy W.
Rocke Scholarship: Katie Barabas,
Sarah Chlebek, Hannah Gielczyk,
Tammara Jongkind, Joshua Kutch,
Bryn Masson, Heather Pressel, Jennifer
Shelton, Lauren Varga,
Jessica Wedow
Floyd O. & Betty L. Shunk
Scholarship: Jordan Amor, Kyle
Buresh, Charles Coates, Annette
DeWolf, Emily Hickman, Sarah Hundt,
Michelle Landry, Michelle Martin,
Michelle Miller, Kate Johnson,
Sarah Ridley
Irvin E. Swanson Scholarship:
Michelle Landry, Brittany Mass, Alexa
Winski
John R. and Florene A. Troyer
Scholarship: John Fettig, Kendra
Hernandez
Unity Foundation County-Wide
LaPorte County Nursing
Scholarship 2009 winners
Winners of the Earl Cunningham
Scholarship 2009
Floyd O. and Betty Shunk
Scholarship winners 2009
Scholarship: Stephanie Long, Nathan
Shireman
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FINANCIAL SUMMARY 2008
Consolidated Statement of Financial Position at December 31, 2008
ASSETS
Cash and Cash Equivalents $88,379
Other Current Assets 28,753
Equipment (Net of Depreciation) 11,986
Investments 14,920,258
Other Assets 79,629
Total Assets $15,129,005
LIABILITIES AND NET ASSETS
Payables $20,094
Other Current Liabilities 147,885
Total Liabilities $167,979
Unrestricted Net Assets (1,377,998)
Temporarily Restricted Net Assets 63,305 .
Permanently Restricted Net Assets 16,275,719
Total Net Assets $14,961,026
Total Liabilities and Net Assets $15,129,005
Consolidated Statement of Activity for the Year Ended December 31, 2008
REVENUES, GAINS AND OTHER SUPPORT
Investment Income
Interest and Dividends $483,017
Net Realized and Unrealized Investment Gains (5,486,292)
Administrative Fees Earned 15,609
Contributions and Grants 1,045,687
Management Fees (self-charged) 233,149
Subrental Income 9,320
Special Events 8,800
Change in Value of Charitable Remainder Trusts (16,093)
Total revenues, gains and other support ($3,706,803)
EXPENSES
Grant Program $696,772
Supporting Services 786,058
Total expenses $1,482,830
CHANGE IN NET ASSETS ($5,189,633)
The above represents condensed financial data for the year ending
December 31, 2008, as provided by Applegate & Co. CPA’s.
A complete audit 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).
As reported by our independent investment advisors, Fund Evaluation
Group, Inc., the returns for permanent assets under
management (as of 12/31/08) were -26.4% vs. our peer group
benchmark of -26.3%. The 3-year return was -3.1% vs. our benchmark
of -3.9%. Year to Date returns as of 9/30/09 were +22.4%
vs. +16.8%.
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GRANT DISTRIBUTION 2008
Community Fund Grants 2008 – $192,072
Youth Development
14%
Animal-related
.001%
Arts & Culture
14%
Community
Development
10%
Human Services
23%
Health
19%
Educational
20%
All Grants 2008 – $710,242
Recreation
.3%
Human Service
13%
Religion
3%
Youth Development
9%
Animal-related
1%
Arts, Culture
5%
Community
Development
24%
Health
6%
Environmental
& Recreation
3%
Education–Scholarships
12%
Education–Programs
& Teacher Grants
18%
The National Standards Seal by our name indicates
official confirmation from the Council on Foundations
that we have met the most rigorous
standards in philanthropy. It affirms our commitment
to financial security, transparency and
accountability. It says our grantmaking includes an
open, competitive process designed to address the
changing needs of our community. The National
Standards Seal also confirms our history of honoring
donors’ wishes—to support the arts, cultivate
gardens, save endangered species, cure illness,
expand literacy, feed children—and support
countless other important causes.
Does not include in-kind grants
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GRANTS FOR GOOD IN LAPORTE COUNTY 2008
Alzheimer’s Services of Northern Indiana
American Association of University Women
American Red Cross - LaPorte County Chapter
Andrews University
Barker Woods Enrichment Center
Boys and Girls Club
CASA / Harmony House
Catholic Charities Family Center
cisv
Citizens Concerned for the Homeless, Inc.
Dakota Cook
Coolspring Elementary School
Dunebrook Child Advocacy Center
Eastport Early Leaning Center
El Puente Community Center
Eta Eta Chapter of Psi Iota Xi
Festival Players Guild
First Christian Church - Disciples of Christ
First United Methodist Church Soup Kitchen
Girl Scouts of Northern Indiana-Michiana Council
Greater LaPorte Economic Development Corporation
Guiding Our Descendants
Homeward Bound Walk - LaPorte County
Independent Cat Society
International Friendship Gardens
Jack and Shirley Lubeznik Center for the Arts
Junior Achievement of Michigan City, Inc.
LaCrosse Public Library
Lance Armstrong Foundation
LaPorte City Meals on Wheels, Inc.
LaPorte City Park Foundation
LaPorte Community School Corporation
LaPorte Community School Corporation—
Hailmann Elementary
LaPorte Community School Corporation -
Janie Ulmer
LaPorte County Conservation Trust Fund
LaPorte County Council on Aging
LaPorte County Habitat for Humanity
LaPorte County Meals on Wheels
LaPorte County Parks Foundation
LaPorte County Soil & Water Conservation
District
LaPorte County Symphony Orchestra
LaPorte County TRIAD
LaPorte Family YMCA
LaPorte Family YMCA Child Care Center
LaPorte Hospital Foundation
LaSalle Council Boy Scouts of America
Leadership LaPorte County
Literacy Council of LaPorte County
Marquette Catholic High School
Marquette Questers
Youth have fun seeing many careers at LaPorte Hospital. They were
able to do this because of the Youth Service Bureau’s Summer
Program. YSB provides positive youth development.
Marsh Elementary School
Megan K. McGarvey
Michiana Humane Society & SPCA
Michiana Resources, Inc.
Michigan City Area Schools
Olivia West—winner of the
2009 Clarence Weinkauff Swine award
Michigan City Area Schools – BabyTalk
Michigan City Area Schools – Even Start
Michigan City Area Schools – Hours for Ours
Michigan City Area Schools – Krueger Middle School
Michigan City Chamber Music Festival
Michigan City Economic Development Foundation
Michigan City Housing Development, Inc.
Michigan City Municipal Band
Michigan City Public Library
Northwest Indiana Quality of Life Council
Notre Dame Catholic School
Notre Dame School Foundation
Open Door Adolescent Health Center
Open Door Health Center
Presbyterian Church Foundation of LaPorte
Purdue Foundation
Purdue University - North Central
Queen of All Saints School Book Club
Read LaPorte County
Reins of Life
RSVP
Sacred Heart Church
Samaritan Counseling Center
Save the Dunes Conservation Fund
Share Foundation
Shirley Heinze Land Trust
Sinai Sunday Evening Forum
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GRANTS FOR GOOD IN LAPORTE COUNTY 2008
St. John’s United Church of Christ
St. Mary’s College
Stepping Stone Shelter for Women
Renee Strasburg
The Discovery Alliance
The Salvation Army – LaPorte
The Salvation Army – Michigan City
Union Mills Conservation Club
United Way of LaPorte County
Unity Foundation of LaPorte County
VNA Foundation of LaPorte County
VNA Home Care
Washington Park Zoological Society
Women’s Care Center
Youth Service Bureau of LaPorte County
2008 Small Grants for Teachers
Susan Oestreich, Mark Wilson, Judith Wright &
Kristie Watkins showcase their projects funded by
the Wolf & Miller Teacher Advancement Funds.
Barker Middle School - Amy Hamann, Donna Lynch, Valerie Mecklenburg,
Sue Stoll
Coolspring Elementary - Susan Doria, Dawn Haines, Erin Riley,
Doreen Zepik
Edgewood Elementary – Alisa Carlson
Elston Middle School - Shannon Galloway, Janine Peo, Sherry Pezzuto,
Christine Thornton, Amy Wojasinski-Labis
Joy Elementary - Mary Beres, Nadia Dabagia, Dennis Frederich, Debra
Frederick, Robin Krassow, Alicia Lewis, Jinny Przybylinski, Carol Sloane
Melissa Vermillion, Lindsay Willis
Knapp Elementary - Michael Ann Brock, Kathy Kelly, Dewitt Martin,
Diane Morgan, Karen Puchalski, Linda Renicker, Rachel Ward, Janelle
Zeman-Spolyar
Marsh Elementary - Sam Bellarose, Cathy Bildhauser, Debbie Paholski,
Sue Parry, Linda Peo, Trish Tompkins, Pat Walker
Mullen Elementary - Janis Mitchell, DeAnna Munoz
Niemann Elementary - Michelle Hamilton, Amy Harmon, Rose Lindsey,
Elizabeth Long, Kimberly Palmer, Pam Sassaman
Notre Dame School - Kathleen Beeler, Pat Steffel
Pine School – Tisa Cunningham
Springfield Elementary - Lisa Bailey, Andrew Dudeck, Caroline Parilac,
Daryl Penfold, LouAnn Porter, Kristin Smith, Sheila Sobecki, Debbie Steele-
Semla, Sheri Tuesburg
St. Paul Lutheran – Kimberly Stepp
St. Stanislaus – Kristi Harmon, Melissa Huhnke
Joy School teacher, Debra Frederick described her
Michigan City Education Foundation project, “Using
A Digital Camera.” MCEF made $114,383 available to
teachers for classroom projects since 1999.
For more detailed information on grants made in 2008,
guidelines, deadlines and applications, please visit
www.uflc.net.
Unity offers a lot of help to local non-profits.
Roberta Jannsen uses the grant research directory
at the Unity office.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Community Funds: These funds are established to benefit a specific community. They are flexible
funds, responsive to ever-changing needs. A knowledgeable group of local people that reflect diversity of
our county have the challenging task of deciding how to best use the funds.
Unity Foundation Community Fund
Ruth W. Pollingue Community Fund
Ernest and Mildred Delco Community Fund
Charles T. & Pauline J. Dye Endowment Fund
Hanna, Indiana Community Fund
John P. & Anne H. Daley Community Fund
John A. & Dorothy Sieb Carstens Fund
Philip A. Sprague Community Fund
Donor Advised Funds: These funds are for charitable purposes recommended by the Donor Advisor.
The Foundation honors their recommendations as long as they are deemed legal and charitable in nature.
Anonymous Funds
Bensz Family Advised Fund
Brennan Family Fund
Milton L. and Sylvia R. Bankoff Memorial Foundation
Muriel R. and Myron E. Berkson, M.D., Fund
Fred and Helen Brust Family Fund
Pauline M. Dent Memorial Fund
Dent and Sterger Families Foundation Fund
Arlene and Larry Dunn Fund
Micky Gallas Family Fund
Hay Family Advised Fund
Jack L. and Diane L. Jones Advised Fund
Kabelin Family Fund
Kora Family Fund
Lake Family Fund for LaPorte County
Lake Fund
Lighthouse Place Charitable Fund
Bruce and Julia Manner Social Capital Fund
McDermott Family Fund
Leigh and Marcia Morris Fund
Nickels Family Charitable Fund
Pontius Family Foundation
Random Acts of Kindness Fund
Tom and Judy Ringo Advised Fund
Burton B. Ruby Foundation Fund
Salmon Family Fund
Seegers Family Fund
Paul and Terri Sammann Fund
Scott E. and Kimberly A. Siefker Fund
Ticsay Family Charitable Foundation
Romona Hay, Jerry Kabelin, Mike Brennan and Jack L. Jones
work hard as Unity Board members and will leave permanent
gifts to LaPorte County through their donor advised funds.
*Denotes new funds.
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The Jack and Shirley Lubeznik Center for the Arts
has an endowment that helps the center bring arts
to the community—like the Annual Lakefront Art Festival.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Field of Interest Funds & Agency
Funds:
These funds benefit a specific charitable organization
or cause.
Animal Care and Animal Education
Independent Cat Society: Promotes the welfare of
all animals, especially cats and an aggressive spay
neuter program in the Northwest Indiana region.
Michiana Humane Society: Supports homeless
and/or abused domestic animals while educating
the community about kindness for all.
Polad Animal Care Fund: Helps animals that
have become homeless as a result of their owner’s
death, disappearance, or inability to care for them.
Washington Park Zoo Fund: Supports the MC
Zoological Society, especially animal care and
habitat improvement.
Clarence Weinkauff Jr. Grant Fund: Supports
and promotes the 4–H swine program and the
breeding of swine in LaPorte County.
Arts and Culture
Arts United Fund of LaPorte County: Promotes
interest and appreciation of fine and performing
arts in LaPorte County.
Barry Dulyea Arts for Children Fund: Enriches
the lives of youth through the fine arts.
Dale E. Landsman Arts Foundation: Supports
fine arts, including education and appreciation;
commercial arts of advertising and graphic design.
Dunes Arts Foundation Endowment: Supports
fine and performing arts for children and adults in
LaPorte County.
Eugene & Marilyn Glick Arts Fund: Promotes
fine and performing arts in LaPorte.
Festival Players Guild Endowment Fund: Supports
year-round professional and semi-professional
theater productions and related activities.
Indiana Humanities Council Fund: Supports
humanities programs in LaPorte County.
Jack and Shirley Lubeznik Center for the Arts:
Helps fund special projects and to introduce local
students to museum situations and art appreciation.
LaPorte County Symphony Fund: Brings quality
orchestral programs to LaPorte County.
Independant Cat Society partners with Boys and Girls
Club along with NOAH Dog Training for the Furry Fun Fair.
Ted and Ruth Rohrabaugh Fund for the Michigan
City Lakefront Amphitheater: Buys music for
the Michigan City Municipal Band.
Sinai Sunday Evening Forum Endowment Fund:
Brings the “world” closer to home through this
long-standing speaker series.
Community Development & Philanthropy
Michigan City Lion Charities, Inc. Endowment
Fund: Provides support to assist charitable organizations
in Michigan City.
George H. and Madeline A. Smrt West Side
Neighborhood Fund: Benefit the West Side
Neighborhood of Michigan City.
Unity Operating Endowment Fund: Helps support
day-to-day operations to serve LaPorte County.
United Way of Greater LaPorte County Endowment:
Helps fund United Way operations.
Unity Foundation Operating Fund: Helps Unity to
help others.
Economic and Workforce Development
Economic Development Investment Fund: Supports
county-wide economic development.
Kankakee Valley Workforce Development Fund:
Provides education and training for skill development
and enhancement of residents.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Education
Barbara A. Carmen Memorial Fund: Endows teachers with grants for special enrichment programs in
public and parochial schools in Michigan City.
Ray Daly LaLumiere Fund: Supports LaLumiere students who achieve academically and exemplify
the true meaning of living a Christian life.
Language Arts Fund for Queen of All Saints: Supports “Hoosier Books” program and other language
arts programs.
La Porte High School Class of 1952 Endowment Fund: To help keep LPHS a great place to grow and learn.
Leadership LaPorte County Fund: Inspire, develop, cultivate and connect emerging and existing
leaders to serve their diverse communities.
League of Women Voters Education Fund: Supports educational activities.
Michigan City Area Chamber of Commerce Education Foundation: Enhances the quality of public
education through programs not normally funded through tax dollars.
Michigan City Education Foundation: Currently funds small grants for teachers to develop and implement
creative programs in the classroom in grades K–8.
J. Robert and Marjorie Miller Teacher Advancement Fund: Promote teacher excellence within the
LaPorte Community Schools.
Rotary Club of Michigan City Foundation:
Provides educational programs and local scholarships.
Technology Fund for St. Joseph School:
Supports acquisition of technology—computer
hardware and software in the classroom.
Bill and Kitty Wolf Art Teacher Advancement
Fund: Promote art teacher excellence
in the LaPorte Community Schools.
The new LaCrosse Public Library was dedicated in 2009.
Unity helped them earn a $500,000 grant from the state plus
holds a fund to support the library’s long term maintenance.
Emergency Housing and Services
LaPorte County Chapter—American Red
Cross Endowment Fund: Provides relief to
the victims of disaster and helps people prevent,
prepare for, and respond to emergencies.
Sand Castle Shelter for Children and Families:
Provides temporary lodging for families with the goal of securing permanent housing.
The Salvation Army of Michigan City: Help the Salvation Army to meet people’s most basic human
needs.
The Salvation Army of Michigan City Major Building Repairs Fund: Maintain buildings so that it
can continue to provide “soup, soap and salvation” to those in need.
Stepping Stone Shelter Endowment Fund: Provides emergency shelter for women and their children
who are victims of domestic violence.
Environment, Parks, & Recreation
Barker Woods Stewardship Fund: Provides environmental stewardship for the Barker Woods Nature
Preserve and other properties.
Environmental Improvement Fund for LaPorte County: Supports projects and programs that
improve the quality of land, air and/or waters of LaPorte County.
Fort LaPlay Porte Endowment: Provides long-term maintenance of Fort LaPlay Porte, at Kesling
Park.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Indiana Dunes Environmental Learning Center
Tuition Assistance Fund: Helps LaPorte County
students attend the many outstanding and experiential
environmental learning programs.
International Friendship Gardens Fund: Supports
the gardens, programs and ground facilities.
LaPorte City Park Foundation Fund: Supports
maintenance and improvement of LaPorte City
parks.
LaPorte County Conservation Trust Fund: Provides
funds to purchase vital natural areas and
protect biodiversity in LaPorte County.
LaPorte County Park Foundation Fund: Supports
land acquisition, park improvements, and
matching funds for park grants.
LaPrairie Environment and Art Fund: Provides
cultural experiences integrating art, agriculture,
and the environment.
Long Beach Tree Fund: Preserves and enhances tree population in Long Beach.
Mill Pond Park Fund: Supports the Mill Pond Park in Union Mills.
The Leadership LaPorte County Class of 2010 builds teamwork
during their opening retreat at Red Mill Park.
Jan Nona Environmental Stewardship Award Fund: Reward students or teachers in the Michigan City area,
to move beyond being an ordinary citizen and become involved in environmental issues in the community.
Rotary Special Projects Fund: Supports the Michigan City Rotary Club’s special projects.
Save the Dunes Conservation Fund Endowment: Supports environmental programs and operations.
Shirley Heinze Land Trust Endowment for LaPorte County: Supports acquisition of natural areas for
preservation in LaPorte County; restores and maintains biological integrity of the natural landscape.
Urban Forestry Fund: Helps to preserve, enhance the urban tree population in and around Michigan City.
Family Support
Children’s Fund (Child Abuse Prevention): Supports Dunebrook as it maintains the child advocacy center,
increases community awareness of child abuse/neglect and coordinates services for victims and families.
Court Appointed Special Advocate (CASA) Fund: Supports efforts to advocate safe, permanent homes
for abused and neglected children.
LaPorte Family YMCA Child Care Center Fund: Supports the expanded childcare center on Monroe
Street in LaPorte.
Women’s Care Center of Greater LaPorte County Endowment Fund: To support the local Women’s
Care Centers and their outreach to pregnant women and their babies.
Womens Well-Being Fund: Improve the well-being of women and girls.
Health Care Related
Duneland Health Council, Inc.: Dedicated to improving health and general welfare of the greater Michigan
City community.
La Porte Hospital Foundation Fund: Provides funding for foundation operations.
Open Door Health Center Endowment Fund: Provides income for the emergency medicine account.
Dr. R. Thomas Rocke SMILE Foundation: Provides financial assistance for orthodontic treatment of disadvantaged
children in LaPorte County.
For more detailed information and links to these charitable groups, please visit www.uflc.net.
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FUNDS FOR GOOD IN LAPORTE COUNTY
St. Anthony Memorial Health Centers’ Fund: Supports a variety of projects that promote the Centers’
mission.
VNA of LaPorte County Endowment: Provides health and social services to individuals who do not
qualify for institutional care or prefer to stay in their own environment.
Historic Preservation
Washington Park Bandstand Fund: Supports work with the Marquette Questers to maintain the historic
bandstand.
Michigan City Lighthouse Catwalk Maintenance: Assists in restoration and maintenance.
Housing and Food
Affordable Housing Fund for the Greater Michigan City Area: Supports affordable housing for low-to
moderate-income households.
Catholic Charities of the Diocese of Gary: Provides
a Christian response to help meet a variety
of human needs in LaPorte County.
Michigan City Habitat for Humanity, Inc.
Endowment Fund: Improves living conditions for
Michigan City area people in need.
Food Bank of Northern Indiana Fund: Helps
feed hungry families in LaPorte County.
LaPorte County Meals on Wheels Endowment:
Delivers nutritious meals to the homebound in the
greater Michigan City area.
Literacy & Library Services
Kay Franklin Commemorative Fund: Furthers
literacy and literature, particularly for the benefit The Home Team—A group of people concerned about
of those at risk of illiteracy due to economic and/or housing and homelessness in LaPorte County put the
cultural disadvantage.
finishing touches on the “Plan to End Homelessness.”
LaCrosse Public Library Endowment Fund: To support library expansion, programs and services.
LaPorte County Public Library Endowment Fund: Provides information, education, recreation resources,
and emerging technologies to benefit the community.
Marquette Catholic High School Library: Provides funds to purchase books, audio-visual and computer
equipment, and other learning materials.
Michigan City Public Library Unity Fund: Supports collections and programs.
Read LaPorte County Literacy Fund: to increase reading, math and English skills in the community
through tutoring.
Unity Foundation Literacy Fund: to remove barriers to education and improve literacy.
Mental Well Being
Mental Health Fund of LaPorte County: Promotes quality mental health resources for consumers of mental
health services, families, and the community.
Samaritan Counseling Centers Fund: Supports the community-based, interfaith counseling and educational
service.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Positive Youth Development
Boys & Girls Club of Michigan City: Provides inspiration and enables youth between 6 and 18 years of
age to become responsible, productive, caring citizens.
Boy Scouts (LaSalle Council #165): Helps children in the development of character, value, and citizenship
training through fun programs in the out of doors.
Charles Westcott Youth Fund: Supports education and recreational activities for youth in the greater
Michigan City area.
Foundations for Youth (Youth Service Bureau, Big Brothers/Big Sisters): Supports a wide variety of programs
to benefit area youth.
Junior Achievement of Michigan City: Provides Junior Achievement and economics programs in all
Michigan City area schools, sending positive messages about business and government.
LaPorte County Fair Unity Fund: Supports the fair, and 4-H programs and awards.
LaPorte Family YMCA Fund: Assists the LaPorte Family YMCA to support children and families
throughout their service area.
MCAS Education Enrichment Fund: Funded by people who want to support after-school care, mentoring,
and other non-tax supported programs.
New Prairie Athletic Capital Fund: Supports capital projects for athletic programs within the New
Prairie, IN, School Corp. District.
Philip A. Sprague Care & Share Fund: Helps LaPorte County third and sixth graders discover the joy of
philanthropy.
Tuholski & Oberlie Environment and Arts Fund for Youth: Brings the environment and the arts closer
to young people in the Michigan City area.
Youth As Resources Endowment Fund: Promotes community service skills through a hands-on program
that teaches youth to be responsible grant makers and grant seekers.
Religious
Bethel Presbyterian Church of Union Mills Fund
Evelyn and Robert Johnson Fund for the First Christian Church of LaPorte
First Congregational Church of M.C. Fund
Presbyterian Church Foundation of LaPorte
Sinai Temple of Michigan City Endowment
St. John’s United Church of Christ, Michigan City
Trinity Church Endowment Fund*
Wanatah Sacred Heart Catholic Church
Senior Citizen Well Being and Other-Abled
Legacy Fund for the Swanson Activity Center for Older Adults: Sustain
the Center as it serves senior citizens in the greater LaPorte area.
Library Services for the Disabled Fund: Helps the Michigan City Public
Library better serve the disabled.
Michiana Resources, Inc. Endowment: Provides vocational, developmental,
and advocacy services for people with disabilities and/or other
vocational disadvantages to enhance their individual potential.
Parents & Friends, Inc. Endowment: Strengthens growth of individuals,
especially persons with disabilities, in making choices, becoming
self reliant and living a fully independent life within their community.
Future dancers get their start at the
LaPorte Family YMCA.
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FUNDS FOR GOOD IN LAPORTE COUNTY
Social & Learning Institute for the Disadvantaged
Endowment: Offers a unique educational experience
for mentally, physically, and/or emotionally disadvantaged
young adults who are unable to attend public
school or participate in another program.
Senior Independence Fund: Assists Parents and
Friends, Inc. in meeting the needs of the elderly population
by offering transportation, nutrition,
guardianship, financial counseling and other services.
Awards and Scholarships
Agricultural Scholarship
Diane Kay Bamberth Memorial Award
Gustav J. and Elma A. Banzhaf Scholarship Fund
Bensz Family Scholarship Fund
Barbara Brandon Piano/Organ Achievement Award
Dr. Windham Bremer Scholarship
Lloyd G. and Betty Jane Clayton Scholarship
William Vernon Compton Scholarship
Earl and Faye Cunningham Scholarship
Anne H. Daley Youth Service Bureau
Scholarship
R.E. Daly III La Lumiere Scholarship
Ernest and Mildred Delco Scholarship
Carley Dickard Memorial Scholarship Fund
Dr. and Mrs. Carl N. Fischer Scholarship Fund
J. & J. Guerrucci Family Foundation
Harold and Rowena Hargrave Scholarship
Robert J. Hiler Memorial Scholarship
Ruth Howe Memorial Nursing Scholarship
Dr. King S. Jones Memorial Scholarship Fund
Arthur & Alice Kabelin Scholarship
Kabelin Family Scholarship
Harry Kelling Scholarship Fund
Sandra Calkins Kowalski Community Nursing Fund
LaPorte Amateur Musical Scholarship
LaPorte County Nursing Scholarship Fund
Robert E. LeRoy Tennis Scholarship
Lilly Endowment Community Scholarship
William P. & Mary Lou Linnen Fund for
St. Mary’s College
Linnen Memorial Fund for La Lumiere
Marilouise Lossing Education Fund
Jack Lubeznik Scholarship Fund
Edwin and Alice Mueller Scholarship Fund
M.C. Summer Festival Scholarship Fund
Loyal Perlich Outstanding Speaker Award
Dr. C. Robert Plank Scholarship
Pioneer Scholarship Fund
Redington and Roots Scholarship
Ida M. Reffett Debate Scholarship
Robert A. & Dorothy W. Rocke Scholarship
Frank and Dorothy Schellin Scholarship
Floyd O. & Betty L. Shunk Scholarship
Irvin E. Swanson Fund
John R. and Florene A. Troyer Scholarship
Unity Foundation County-Wide Scholarship
Arlo & Jayne Westphal Memorial Scholarship
Beth LeRoy presents scholarships to two students each year
in honor of her late husband, Robert LeRoy,
renowned LaPorte High School tennis coach.
Artists who lent works to beautify our offices:
Rita Dagys
Bob Stanley
Neil Keinitz
the late Dale E. Landsman
Camie Edson
the late Joyce Keane
*Denotes new funds.
Other artists are welcome!
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GOLD KEY SOCIETY
The Gold Key Society is a special group of professional advisors who help foster gifts to Unity Foundation.
Without their help, some clients may not have been able to help their community.
David Albers, AFS Company
William Anderson, Applegate & Co. CPA’s
Paul Applegate, Applegate & Co. CPA’s
Hugo A. Bamberth, Attorney
Lou Ann Bankowski, CPA
Michael P. Burns, Burns Law Firm
Michael Brennan*
Robin Clark, LaPorte Savings Bank
Robert Cutler, Jr., Cutler Funeral Home
Leon Dargis, Harbour Trust
V. Michael Drayton, Sallwasser & McCain
William A. Elliott, Sallwasser & McCain
Greta Friedman, Attorney
Shaw Friedman, Attorney
Alicia Gloyeske, Attorney
Steve Gronceski, CFP, Strategic Financial Group, LLC
William E. Hedge, Attorney
Cynthia Hedge, Attorney
Ralph Howes, Howes and Howes
Michael A. Jankowske, CFP, Strategic Financial Group, LLC
Jim Jessup*
Jim Kaminski, Newby, Lewis, Kaminski & Jones
Leon Kaminski*, Newby, Lewis, Kaminski & Jones
John A. Kaylor, Schmitt & Kaylor, CPAs
Sandy Kazmucha, Horizon Bank
Deborah J. Koller, Edward Jones
Daniel E. Lewis, Jr., Newby, Lewis, Kaminski & Jones
Edward L. Lysaught, CPA, Lysaught Salmon & Co.
Larry Mazur*, Horizon Bank
David McCain, Sallwasser & McCain
Barry F. McDonnell, Attorney
Duane Mertl, Horizon Bank
Stephanie Oberlie, Harbour Trust
Dave Osborn
David F. Pendergast, Edward Jones
C. Edward Raab*, Crowe Chizek & Company LLC
Warren Ransom*, Wells Fargo Bank
Larry Rardin, Angelos & Rardin
Tom Ringo, General Insurance Services, Inc.
Chuck Roemer*, Barnes & Thornburg
Bob Rose, Harbour Trust
Michael V. Riley, Attorney
Richard J. Schmitt, Schmitt & Kaylor, CPAs
James M. Shearin, Schmitt & Kaylor, CPAs
Fred R. Slosson, CPA, CFP
Jeffery Smith, National City Bank
Marti Swanson, Swanson & Swanson Insurance
William Trowbridge, Attorney
Suzy Vance, Workforce Intervention, LLC
Karen Vogelsang, Compass Financial
Edward L. Volk, Newby, Lewis, Kaminski & Jones
Edward J. Wainscott, CPA
Brad Werner, Brad Werner & Co.
O. Jerrold Winski, Attorney
Carpenter Dominic Mason
died in 1989.
Tomorrow, he’ll renovate
the playroom at the
homeless shelter.
As a carpenter, Dominic renovated homes for
his clients. As a child, he and his mother found a
home in a shelter when times were hard.
A counselor there showed Dominic
a future filled with opportunity,
and he never forgot that life-changing vision.
Thanks to a bequest in his will,
a few more children will have
a chance to build their dreams.
Include your favorite cause in your will or estate
plan. Contact Unity Foundation, an attorney or
financial advisor to learn how.
www.uflc.net
*retired
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