2025-09-15T13:55:12-05:00 2024-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2024-01-01 351986569 HARRISON COUNTY COMMUNITY FOUNDATION INC HARR 8127386668 PO BOX 279 CORYDON IN 47112 JULIE MOORMAN PRESIDENT 8127386668 2025-09-15 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2025-09-15 2024 2025-03-06 01:10:19Z JULIE MOORMAN PO BOX 279 CORYDON IN 47112 12375672 0 X WWW.HCCFINDIANA.ORG X 1996 IN OUR MISSION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. OUR VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. WE VALUE GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE. 14 14 11 27 0 0 1123820 6516450 1256038 1384764 1664209 2675745 0 0 4044067 10576959 1380451 1962977 0 0 869135 911680 0 0 329405 420023 461069 2669609 3335726 1374458 7241233 40691278 49010725 3146587 3259069 37544691 45751656 X OUR MISSION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. OUR VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. WE VALUE GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE. 0 0 2465680 1962977 1384764 OUR MISSION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. OUR VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. WE VALUE GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE. HCCF HAS A UNIQUE HISTORY. IN A RIVERBOAT GAMING DEVELOPMENT AGREEMENT DATED MAY 15, 1996, RDI/CAESARS RIVERBOAT, LLC AGREED WITH THE HARRISON COUNTY, INDIANA, GOVERNMENT TO PROVIDE $5,000,000 TO CREATE THE FOUNDATION. THE THREE SEATED COUNTY COMMISSIONERS SELECTED 21 HARRISON COUNTY CITIZENS TO BECOME THE FOUNDING BOARD OF DIRECTORS. OVER TIME, HCCF HAS GROWN TO INCLUDE EIGHT FULL-TIME STAFF MEMBERS, ONE PART-TIME STAFF MEMBER, A 16-MEMBER BOARD OF DIRECTORS, AND MULTIPLE COMMUNITY VOLUNTEERS. DUE TO THE SIGNIFICANT CONTRIBUTIONS FROM CAESARS SOUTHERN INDIANA (FORMERLY HORSESHOE SOUTHERN INDIANA), HCCF HAS BEEN ABLE TO UNDERTAKE SEVERAL AMBITIOUS PROJECTS. HCCF FUNCTIONS LIKE ANY OTHER COMMUNITY FOUNDATION BY PROVIDING OPPORTUNITIES FOR DONORS TO SUPPORT THEIR FAVORITE CAUSES. ADDITIONALLY, THE ONGOING SUPPORT FROM CAESARS SOUTHERN INDIANA ENABLES HCCF TO OFFER VARIOUS GIFT-MATCHING PROGRAMS. HCCF VALUES ITS ROLE AS A CATALYST, CONVENER, AND COLLABORATOR, BRINGING TOGETHER OTHER FUNDERS AND NONPROFITS AROUND VITAL ISSUES AND PROVIDING KEY SUPPORT TO MAKE POSITIVE CHANGE POSSIBLE. OUR WORK IS CENTERED AROUND WHAT WE KNOW ABOUT COMMUNITY NEEDS. WE SERVE RESIDENTS OF HARRISON COUNTY IN THE FOLLOWING WAYS: -AWARDING GRANTS TO HELP NONPROFIT ORGANIZATIONS PROVIDE NEEDED SERVICES IN ARTS AND CULTURE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, ETC. -AWARDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO HARRISON COUNTY GRADUATING STUDENTS AND ADULT STUDENTS -FUNDING PROGRAMS BENEFITING CHILDREN, YOUTH, AND ADULTS -PROVIDING AN AVENUE FOR DONORS TO MEET THEIR CHARITABLE GOALS THROUGH ENDOWMENT FUNDS-HELPING NONPROFITS BE MORE SUSTAINABLE SO THEY CAN HELP MORE COUNTY RESIDENTS THRIVE PROGRAMS INCLUDE:- DOLLY PARTON'S IMAGINATION LIBRARY (DPIL) - ENCOURAGES A LOVE FOR READING BY PROVIDING EACH PRESCHOOL CHILD ENROLLED IN THE PROGRAM WITH AN AGE-APPROPRIATE BOOK BY MAIL EACH MONTH UNTIL THEIR FIFTH BIRTHDAY. SINCE 2008, HCCF HAS SERVED AS THE LOCAL SPONSOR FOR DPIL, DISTRIBUTING OVER 313,000 BOOKS IN HARRISON COUNTY. IN 2024, 1,881 PARTICIPANTS RECEIVED A BOOK AS PART OF DPIL, WITH OVER 415 NEW SIGN-UPS. CHILDREN CAN BE ENROLLED THROUGH THE FOUNDATION OR AT ONE OF THE PARTICIPATING PARTNERS, INCLUDING THE HARRISON COUNTY PUBLIC LIBRARY, YMCA OF HARRISON COUNTY, HARRISON COUNTY COMMUNITY SERVICES, HARRISON COUNTY HEALTH DEPARTMENT, AND HARRISON COUNTY HOSPITAL. IN 2023-2024, INDIANA GOVERNOR ERIC J. HOLCOMB APPROVED STATE FUNDING TO COVER 50% OF PROGRAM COSTS FOR DPIL. THE INDIANA STATE LIBRARY WILL SERVE AS THE STATE PROGRAM SPONSOR TO HELP OFFSET THE EXPENSES OF THIS PROGRAM, PROVIDING A 50% REDUCTION IN EXPENSES FOR HCCF AS THE LOCAL SPONSOR FOR DPIL. THE EARLY READERS FUND, WHICH SUPPORTS THE DOLLY PARTON IMAGINATION LIBRARY, CONTINUES TO BENEFIT FROM A 2:1 MATCH. - THE DICTIONARY PROJECT - THIS PROGRAM PROVIDES A DICTIONARY TO EVERY THIRD GRADER IN HARRISON COUNTY. STUDENTS ATTENDING THE NINE HARRISON COUNTY ELEMENTARY SCHOOLS RECEIVE THEIR OWN DICTIONARY TO USE AT SCHOOL AND TAKE HOME. FIVE HUNDRED TEN (510) DICTIONARIES WERE DISTRIBUTED IN 2024. EIGHT THOUSAND SIX HUNDRED FIFTY-SIX (8,656) HAVE BEEN DISTRIBUTED SINCE HCCF BEGAN PARTNERING WITH THE DICTIONARY PROJECT IN 2008. THE PROJECT'S GOAL IS TO ASSIST STUDENTS IN COMPLETING THE SCHOOL YEAR AS GOOD WRITERS, ACTIVE READERS, AND CREATIVE THINKERS. - YOUTH PHILANTHROPY COUNCIL (YPC) - ANNOUNCES ITS GRANT AWARDS FOR 2025. THE YPC GRANT PROGRAM IS FOCUSED ON SUPPORTING YOUNG PEOPLE AND THEIR COMMUNITIES IN HARRISON COUNTY. YPC PROMOTES YOUTH DEVELOPMENT BY PROVIDING HIGH SCHOOL-AGED STUDENTS AN OPPORTUNITY TO EXPERIENCE PHILANTHROPY THROUGH COLLABORATION, EDUCATION, AND GRANT-MAKING. HCCF PARTNERS WITH LEADERSHIP HARRISON COUNTY (LHC) TO SUPPORT YPC'S PARTICIPATION IN THE LHC YOUTH PROGRAM, WHICH ENGAGES YOUNG LEADERS ACROSS HARRISON COUNTY. IN 2024, YPC AWARDED CORYDON CENTRAL VANGUARD $2,000 TO PURCHASE FORTY NEW VANGUARD UNIFORMS TO REPLACE OLD UNIFORMS, LANESVILLE HIGH SCHOOL $2,000 TO SUPPORT AFTER PROM, A SAFE, INVITING ENVIRONMENT FOR LANESVILLE STUDENTS AND THEIR GUESTS AFTER ATTENDING PROM, AND HARRISON COUNTY 4-H CLUB ASSOCIATION $600 TO SUPPORT A COMMUNITY SERVICE PROJECT TO ASSEMBLE AND INSTALL TEN BIRD FEEDERS FOR THE HARRISON SPRINGS HEALTH CAMPUS. THE YOUTH PHILANTHROPY FUND, WHICH PROVIDES YOUTH-LED GRANTMAKING DOLLARS, CONTINUES TO BENEFIT FROM A 2:1 MATCH. - ENDOWMENTS - HCCF HOLDS 331 ENDOWMENT FUNDS SUPPORTING A BROAD ARRAY OF ORGANIZATIONS AND CAUSES. THE TYPES OF FUNDS INCLUDE DESIGNATED AGENCY, DONOR ADVISED, FIELD OF INTEREST, SCHOLARSHIP, AND BUILDER'S FUNDS (UNRESTRICTED). THE PRIMARY PURPOSE OF AN ENDOWMENT IS TO PROVIDE A LONG-TERM, GROWING SOURCE OF FINANCIAL SUPPORT FOR AN ORGANIZATION OR CAUSE. ENDOWMENT FUND BENEFICIARIES ACCESS THEIR FUNDS BY COMPLETING AN ENDOWMENT FUND GRANT REQUEST. ENDOWMENT GRANT REQUESTS ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE TO ENSURE THEY MEET CRITERIA FOUND IN THE ENDOWMENT FUND AGREEMENT AND ARE APPROVED BY THE HCCF BOARD OF DIRECTORS. ONCE THE FUNDS ARE USED, BENEFICIARIES SUBMIT A SHORT GRANT REPORT FORM TO HCCF. - ENDOWED SCHOLARSHIPS - NEARLY HALF OF HCCF'S ENDOWMENT FUNDS ARE DEVOTED TO PROVIDING SCHOLARSHIPS. THE WIDE SCOPE OF SCHOLARSHIP CRITERIA AND AWARDS REFLECTS THE DIVERSE INTERESTS OF THE DONORS WHO ESTABLISHED THEM. THE INDIANA UNIVERSITY SOUTHEAST SCHOLARSHIP FUND, ESTABLISHED BY HCCF, PROVIDES FUNDING FOR A $20,000 SCHOLARSHIP AT EACH OF THE FOUR HARRISON COUNTY HIGH SCHOOLS TO A STUDENT PLANNING TO ATTEND INDIANA UNIVERSITY SOUTHEAST. ALL SCHOLARSHIPS ARE AWARDED USING OBJECTIVE AND NONDISCRIMINATORY SELECTION PROCESSES. THE INDIANA UNIVERSITY SOUTHEAST SCHOLARSHIP FUND BENEFITS FROM A 2:1 MATCH.- BUILDING DYNAMIC BOARDS OF DIRECTORS - HCCF REQUIRES ALL NONPROFIT ORGANIZATIONS SUBMITTING A GRANT APPLICATION TO HAVE AT LEAST ONE SITTING BOARD MEMBER WHO HAS COMPLETED AN HCCF-APPROVED BOARD GOVERNANCE TRAINING PROGRAM. HCCF OFFERS TRAINING AT NO COST TO PARTICIPANTS UPON COMPLETION. FOUR TRAININGS WERE PROVIDED IN 2024, WITH 31 PARTICIPANTS.- NONPROFIT SUSTAINABILITY - SINCE 2018, THE FUNDRAISERS GROUP HAS PROVIDED ASSISTANCE AND SUPPORT FOR ANY NONPROFIT AGENCY STAFF TASKED WITH FUNDRAISING. ABOUT A DOZEN PARTICIPANTS MEET EVERY OTHER MONTH FOR A BROWN BAG LUNCH. PRESENTATIONS INCLUDED YOUR BOARD AND FUNDRAISING, STORYTELLING, LIMITED-BUDGET FUNDRAISING, ANNUAL GIVING, AND SELF-CARE. THE NONPROFIT GROWTH SERIES WAS ESTABLISHED IN 2023 TO PROVIDE HARRISON COUNTY NONPROFIT ORGANIZATIONS AND THOSE SERVING THE AREA WITH ADDITIONAL KNOWLEDGE AND TRAINING OPPORTUNITIES AT THE LOCAL LEVEL. GUEST PRESENTERS HAVE CONDUCTED VARIOUS WORKSHOPS ON DIVERSITY, EQUITY, INCLUSION, TAXES, ACCOUNTING AND COMPLIANCE, OPERATIONAL EXCELLENCE (INCLUDING INTERNAL CONTROLS), AND GRANT WRITING. THE STEP AHEAD COUNCIL IS A MONTHLY GATHERING OF REPRESENTATIVES FROM NONPROFITS IN OR SERVING HARRISON COUNTY. THE FREE MEETING IS OFFERED ON THE THIRD THURSDAY AT NOON, WITH A DIFFERENT NONPROFIT ORGANIZATION HIGHLIGHTED TO SHARE INFORMATION AND EXPLORE POTENTIAL COLLABORATION OPPORTUNITIES. IN 2024, 61 REPRESENTATIVES FROM 43 AGENCIES PARTICIPATED IN STEP AHEAD THROUGHOUT THE YEAR.- TOWN PLANNING INITIATIVE - FUNDED BY LILLY ENDOWMENT, INC.'S GIFT VII PROGRAM AND WITH ADDITIONAL FUNDING FROM HCCF, WAS FINALIZED IN 2024. THIS MULTI-YEAR INITIATIVE PROVIDED RESOURCES AND SUPPORT FOR THE TEN INCORPORATED TOWNS IN HARRISON COUNTY TO CREATE OR UPDATE A COMPREHENSIVE PLAN AND A PAVEMENT ASSET MANAGEMENT PLAN. WITH THESE COMPREHENSIVE PLANS, TOWNS ARE BETTER EQUIPPED TO SECURE EXTERNAL FUNDING FOR INFRASTRUCTURE PROJECTS. THE TOWNS OF LANESVILLE, LACONIA, NEW MIDDLETOWN, CORYDON, PALMYRA, AND MAUCKPORT COMPLETED AND ADOPTED THEIR RESPECTIVE PLANS IN 2023. THE PLANS FOR THE TOWNS OF NEW AMSTERDAM, ELIZABETH, MILLTOWN, AND CRANDALL WERE FINALIZED IN 2024. THE PAVEMENT ASSET MANAGEMENT PLAN INCLUDED A LIST OF THE TOWN'S ROADS, A RATING OF ROADS, A MAINTENANCE PLAN, AND A PROPOSED MAINTENANCE BUDGET. TOWNS WITH AN UPDATED PAVEMENT ASSET MANAGEMENT PLAN CAN BE ELIGIBLE TO APPLY FOR COMMUNITY CROSSINGS MATCHING GRANT PROGRAM THROUGH THE INDIANA DEPARTMENT OF TRANSPORTATION. AT THIS POINT, ALL TOWNS HAVE COMPLETED A PAVEMENT ASSET MANAGEMENT PLAN. THIS PLAN IS IMPORTANT TO MAINTAIN ELIGIBILITY FOR THE INDIANA DEPARTMENT OF TRANSPORTATION (INDOT) COMMUNITY CROSSING MATCHING GRANT PROGRAM. THIS PROGRAM LEVERAGED LOCAL FUNDS TO SECURE INDOT GRANT FUNDS TO MAINTAIN LOCAL ROADS AND STREETS. THE TOWN OF CORYDON AND NEW MIDDLETOWN BOTH RECEIVED FUNDING THROUGH THE PROGRAM. 2465680 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X X THE ORGANIZATION 8127386668 PO BOX 279 CORYDON IN 47112 ANNISSA REAS DIRECTOR 0.75 0.75 X 0 0 0 CARRIE SPENCER DIRECTOR 0.75 0.75 X 0 0 0 CHERYL FISHER DIRECTOR 0.75 1.50 X 0 0 0 EMILY SCHNEIDER DIRECTOR 0.75 0.75 X 0 0 0 GRANT GALLANDER DIRECTOR 0.75 1.50 X 0 0 0 JEFF THOMAS DIRECTOR 0.75 0.75 X 0 0 0 JIM KOERBER DIRECTOR 0.75 0.75 X 0 0 0 KELLEY CHURCHILL DIRECTOR 0.75 0.75 X 0 0 0 KELLY MATLOCK DIRECTOR 0.75 0.75 X 0 0 0 LAURIE DUNAWAY DIRECTOR 0.75 1.50 X 0 0 0 LISA STEELE DIRECTOR 0.75 0.75 X 0 0 0 RYAN HANGER DIRECTOR 0.75 0.75 X 0 0 0 TAYLOR JOHNSON CHAIR 0.75 1.50 X X 0 0 0 MATT ROTHROCK VICE CHAIR 0.75 1.50 X X 0 0 0 CARRIE JOHNSON SECRETARY/TREASURER - PART YEAR 0.75 0.75 X X 0 0 0 JEFF SHIREMAN PAST CHAIR - PART YEAR 0.75 1.50 X X 0 0 0 JULIE MOORMAN CEO 40.00 5.00 X 157448 0 19272 DERRICK GRIGSBY CFO 40.00 5.00 X 139644 0 16486 297092 0 35758 2 0 1 0 0 540000 25000 5951450 6516450 SERVICE AGREEMENT 900099 1376423 1376423 OTHER INCOME 900099 8341 8341 1384764 1694721 1694721 2779737 1798713 981024 981024 981024 10576959 1384764 0 2675745 1587278 1587278 375699 375699 332850 109841 163096 59913 466322 155724 227885 82713 21622 7135 10595 3892 33089 10919 16214 5956 57797 19073 28321 10403 24000 9600 4800 9600 20518 8207 4104 8207 77634 77634 23000 15200 2600 5200 109606 109606 17824 9349 7584 891 63236 32661 27617 2958 11502 6033 4894 575 26765 26765 10385 5193 4673 519 39441 20687 16782 1972 LICENSING FEES 24590 9836 14754 DUES AND SUBSCRIPTIONS 4692 2461 1996 235 7876 3150 4726 3335726 2465680 540641 329405 551076 170848 0 899294 0 3597175 194395 152685 52095 41710 40088107 44301698 40691278 49010725 25344 25329 3121243 3233740 3146587 3259069 X 3184704 3506714 34359987 42244942 37544691 45751656 40691278 49010725 X 7241233 1078229 -112497 X X 0 1 X 1 0 X 3454426 2276369 1098677 1123820 6516450 14469742 3454426 2276369 1098677 1123820 6516450 14469742 10304941 4164801 648677 1318798 1176006 1269271 1694721 6107473 20577215 0.20240 0.23600 X HARRISON COUNTY COMMUNITY FOUNDATION, INC.ATTACHMENT TO SCHEDULE A RE: PUBLIC SUPPORT TESTTHE PUBLIC SUPPORT PERCENTAGES FOR THE HARRISON COUNTY COMMUNITY FOUNDATION, INC. (THE FOUNDATION) FOR 2024 AND 2023 ARE 20.24% AND 23.60%, RESPECTIVELY. SINCE THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS LESS THAN 33 1/3 PERCENT FOR THE CURRENT AND PRIOR YEAR, IT FAILS THE MECHANICAL TEST FOR PUBLIC SUPPORT.THEREFORE, THE FOUNDATION MUST PASS THE FACTS AND CIRCUMSTANCES TEST IN ORDER TO MAINTAIN ITS PUBLIC SUPPORT STATUS. THE FOUNDATION DOES PASS THE FACTS AND CIRCUMSTANCES TEST FOR 2024. IN ORDER TO PASS THE FACTS AND CIRCUMSTANCES TEST, THE ORGANIZATION MUST DO THE FOLLOWING:SOURCES OF SUPPORT- THE ORGANIZATION SHOULD SEEK GIFTS AND CONTRIBUTIONS FROM A WIDE BASE OF POTENTIAL DONORS IN THE COMMUNITY THAT IS SERVED. THE FOUNDATION SEEKS CONTRIBUTIONS FROM A VARIETY OF SOURCES, INCLUDING, BUT NOT LIMITED TO INDIVIDUALS WITHIN THE COMMUNITY, BUSINESSES WITHIN THE COMMUNITY, OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE COMMUNITY AND OTHER PUBLIC AND PRIVATE FOUNDATIONS WITHIN THE COMMUNITY.REPRESENTATIVE GOVERNING BODY- THE BOARD OF DIRECTORS SHOULD REPRESENT VARIOUS AREAS OF PUBLIC INTEREST IN THE AREAS SERVED. THE FOUNDATION MAINTAINS A DIVERSE BOARD OF DIRECTORS REPRESENTING MANY INTEREST GROUPS WITHIN THE COMMUNITY.AVAILABILITY OF PUBLIC FACILITIES OR SERVICES AND/OR PUBLIC PARTICIPATION IN PROGRAMS- THE ORGANIZATION SHOULD BE ALWAYS OFFERING ITS SERVICES TO DONORS IN PLANNING THEIR GIVING AND EDUCATING THE PUBLIC ABOUT GRANT MAKING OPPORTUNITIES. THE FOUNDATION UNDERTAKES NUMEROUS INITIATIVES THROUGHOUT THE YEAR TO EDUCATE DONORS ON THE OPTIONS AVAILABLE FOR CHARITABLE GIVING AND ALSO EDUCATES AREA ORGANIZATIONS AND SCHOOLS ON THE FUNDS AVAILABLE ANNUALLY FOR DISTRIBUTION FROM THE ORGANIZATION. ALL SERVICES ARE PROVIDED AT NO COST TO THE DONORS OR GRANT RECIPIENTS. IN ADDITION, THE FOUNDATION OFFERS A NUMBER OF FORUMS ON COMMUNITY INTEREST ITEMS THROUGHOUT THE YEAR THAT ARE OPEN TO THE GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 3400 15563 282368 1 1 0 1 X 37407085 1199943 3857088 1819933 2960 40641223 31204266 3592590 4633227 2018954 4044 37407085 35848536 1047115 -4460680 1223665 7040 31204266 29071049 2201099 5421400 843271 1741 35848536 24098837 3412468 2293760 732591 1425 29071049 1.00000 0 0 194395 152685 41710 41710 X PART IV, LINE 2B: CUSTODIAL FUNDS ARE INCLUDED AS LIABILITIES PART V, LINE 4: THE FUNDS ARE CLASSIFIED AS UNRESTRICTED, AND EARNINGS MAY BE USED AT THE BOARD'S DISCRETION TO FURTHER THE MISSION AND PURPOSE OF THE ORGANIZATION. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 YMCA OF HARRISON COUNTY INC 198 JENKINS COURT NE CORYDON IN 47112 352122124 501C3 216424 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY COMMUNITY SERVICES INC PO BOX 308 CORYDON IN 47112 351378568 501C3 186606 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF CORYDON 219 NORTH CAPITOL AVENUE CORYDON IN 47112 356000992 GOVERNMENTAL 182423 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SAINT JOHN'S LUTHERAN CHURCH 1505 SAINT JOHNS CHURCH ROAD NE LANESVILLE IN 47136 351061713 501C3 81067 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY HOSPITAL 1141 HOSPITAL DRIVE NW CORYDON IN 47112 351180407 GOVERNMENTAL 77491 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE COMMUNITY SCHOOL CORPORATION 2725 CRESTVIEW AVENUE NE LANESVILLE IN 47136 351832653 GOVERNMENTAL 59374 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLUE RIVER SERVICES INC PO BOX 547 CORYDON IN 47112 351101603 501C3 55405 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LEADERSHIP HARRISON COUNTY PO BOX 471 CORYDON IN 47112 352020741 501C3 54000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY PARKS DEPARTMENT 126 EAST WALNUT STREET CORYDON IN 47112 356000153 GOVERNMENTAL 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH HARRISON COMMUNITY SCHOOL CORPORATION 315 SOUTH HARRISON DRIVE CORYDON IN 47112 351172509 GOVERNMENTAL 35889 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF ELIZABETH 8128 HURRICANE STREET SE ELIZABETH IN 47117 351371882 GOVERNMENTAL 35445 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY CASA 300 NORTH CAPITOL AVENUE CORYDON IN 47112 501C3 30725 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AMERICAN CANCER SOCIETYRELAY FOR LIFE PO BOX 681405 INDIANAPOLIS IN 46268 381387120 501C3 28618 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON PRESBYTERIAN CHURCH 568 WEST HIGHWAY 62 CORYDON IN 47112 351046717 501C3 22400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY LIFELONG LEARNING 101 HIGHWAY 62 W SUITE 104 CORYDON IN 47112 273738451 501C3 21200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY 4-H COUNCIL PO BOX 362 CORYDON IN 47112 412258039 501C3 20770 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE NATURE CONSERVANCY 5885 WULFMAN ROAD LACONIA IN 47135 530242652 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WHAS CRUSADE FOR CHILDREN 520 WEST CHESTNUT STREET LOUISVILLE KY 40202 237075524 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMFORT HOUSE 1304 OLD HIGHWAY 135 NE SUITE 103 CORYDON IN 47112 352155959 501C3 17819 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTH HARRISON COMMUNITY SCHOOL CORPORATION 1260 HIGHWAY 64 NW RAMSEY IN 47166 351148134 GOVERNMENTAL 11373 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 1401 WEST MUHAMMAD ALI BOULEVARD LOUISVILLE KY 40203 610476694 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JOSEPH CATHOLIC SCHOOL 512 MULBERRY STREET CORYDON IN 47112 350867999 501C3 9963 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAUCKPORT CEMETERIES FOUNDATION INC 421 HARRISON HETH ROAD SW CORYDON IN 47112 461618139 501C3 9475 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATALYST CATHOLIC 101 SAINT ANTHONY DRIVE MOUNT SAINT FRANCIS IN 47146 351177890 501C3 9164 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE HERITAGE WEEKEND PO BOX 313 2800 MEMORY LANE LANESVILLE IN 47136 351393643 501C3 7100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY FARM BUREAU INC 270 FEDERAL DRIVE NW SUITE 1 CORYDON IN 471122077 350836588 501C3 7078 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTON HEALTHCARE FOUNDATION 4965 US HIGHWAY 42 SUITE 1000 LOUISVILLE KY 40222 310914919 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE DE PAUL SCHOOL 1925 DUKER AVENUE LOUISVILLE KY 40205 610711082 501C3 6756 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY PUBLIC LIBRARY 105 NORTH CAPITOL AVENUE CORYDON IN 47112 356005807 GOVERNMENTAL 6669 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF NEW MIDDLETOWN PO BOX 355 4090 MAIN STREET SE NEW MIDDLETOWN IN 47160 352131883 GOVERNMENTAL 6497 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JOHN'S LUTHERAN SCHOOL 1507 SAINT JOHNS CHURCH ROAD NE LANESVILLE IN 47136 351061713 501C3 6127 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EPIPHANY LUTHERAN CHURCH 8600 HIGHWAY 135 NE NEW SALISBURY IN 47161 351642051 501C3 5434 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OTTERBEIN CEMETERY ASSOCIATION 2245 RIDGECREST DRIVE NE LANESVILLE IN 47136 824563256 501C3 5188 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33 0 SCHOLARSHIPS 284 375699 PART I, LINE 2: GRANT FILES ARE LABELED WITH THEIR GRANT APPLICANT NAME AND GRANT NUMBER AND ARE FILED IN GRANT APPLICANT ORDER. TYPICALLY GRANT FILES CONTAIN A COPY OF THE GRANT APPLICATION, ANY APPROVALS, DOCUMENTATION OF THE CHARITABLE STATUS VERIFICATION, ANY CORRESPONDENCE RELATED TO THE GRANT AND THE PAID INVOICES. GRANT CHECKS ARE PAID OUT OF GENERAL LEDGER ACCOUNT. ALL CHECKS ARE WRITTEN OUT OF THE FOUNDATION CHECKING ACCOUNT. THE CFO RECONCILES THE ACCOUNTS ON A MONTHLY BASIS. X X 0 0 0 0 0 0 0 0 0 JULIE MOORMAN CEO 157448 0 0 0 0 0 8066 0 11206 0 176720 0 0 0 DERRICK GRIGSBY CFO 139644 0 0 0 0 0 7076 0 9410 0 156130 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE AUDIT COMMITTEE ARE FIRST PROVIDED A DRAFT TO REVIEW. UPON APPROVAL THE FINAL 990 VERSION IS PRESENTED TO THE BOARD AS A RECOMMENDATION FOR APPROVAL BY THE AUDIT COMMITTEE. THE 990 IS THEN MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY ACCEPTANCE AS WELL AS A DISCLOSURE AND CONFIDENTIALITY STATEMENT. FOR APPROPRIATE TOPICS OR DECISIONS, DISCLOSURES OF CONFLICTS ARE NOTED AND DECLARED AT EVERY MEETING HELD AT THE FOUNDATION AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A MEMBERS OF THE EXECUTIVE COMMITTEE MEET ANNUALLY TO EVALUATE THE PERFORMANCE OF THE CEO AND DISCUSS COMPENSATION ISSUES. EVALUATION TOOLS AND BENCHMARK SALARIES OF REGIONAL COMMUNITY FOUNDATION CEO'S ARE USED IN THEIR REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST, ON THE ORGANIZATION'S WEBSITE, AND ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -112,497. FORM 990, PART XII, LINE 2C THE PROCESS THE BOARD TAKES IN THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE YEAR. HARRISON COUNTY COMMUNITY FOUNDATION SUPPORTING ORGANIZATION INC PO BOX 279 CORYDON IN 47112 352100908 TO SUPPORT THE HARRISON COUNTY COMMUNITY FOUNDATION IN 501(C) LINE 12B, II HARRISON COUNTY COUMMUNITY FOUNDATION INC 1 HCCF REAL ESTATE SUPPORTING ORGANIZATION PO BOX 279 CORYDON IN 47112 455325718 TO SUPPORT THE HARRISON COUNTY COMMUNITY FOUNDATION IN 501(C) LINE 12A, I HARRISON COUNTY COUMMUNITY FOUNDATION INC 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 HARRISON COUNTY COMMUNITY FOUNDATION SUPPORTING ORGANIZATION C 540000 CASH HARRISON COUNTY COMMUNITY FOUNDATION SUPPORTING ORGANIZATION L 1375470 CASH HCCF REAL ESTATE SUPPORTING ORGANIZATION M 10000 CASH