2023-11-08T09:20:17-06:00 2022-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-01-01 351986569 HARRISON COUNTY COMMUNITY FOUNDATION INC HARR 8127386668 PO BOX 279 CORYDON IN 47112 JULIE MOORMAN PRESIDENT 8127386668 2023-11-08 1 JULIE MOORMAN 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE MOORMAN PO BOX 279 CORYDON IN 47112 4150615 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. 17 17 9 30 0 0 2276369 1098677 1007921 1166532 1958170 1468720 0 0 5242460 3733929 914195 1113635 0 0 658215 793768 0 0 228556 329093 338380 1901503 2245783 3340957 1488146 40794959 35653546 3874308 3439969 36920651 32213577 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 1563404 1113635 1166532 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. HARRISON COUNTY COMMUNITY FOUNDATION (HCCF) HAS A UNIQUE HISTORY. IN A RIVERBOAT GAMING DEVELOPMENT AGREEMENT DATED 5/15/96, RDI/CAESARS RIVERBOAT, LLC AGREED WITH THE HARRISON COUNTY, IN GOVERNMENT TO PROVIDE $5,000,000 TO CREATE THE FOUNDATION. THE 3 SEATED COUNTY COMMISSIONERS SELECTED 21 HARRISON COUNTY CITIZENS AS THE FOUNDING BOARD OF DIRECTORS. OVER TIME HCCF HAS GROWN TO INCLUDE 8 FT STAFF, A 15-MEMBER BOARD OF DIRECTORS, AND MULTIPLE COMMUNITY VOLUNTEERS. BECAUSE OF THE TREMENDOUS CONTRIBUTIONS FROM CAESARS SOUTHERN INDIANA CASINO (FORMERLY HORSESHOE SOUTHERN INDIANA), HCCF HAS BEEN ABLE TO EMBARK ON 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 CASINO ENABLES HCCF TO OFFER VARIOUS GIFT-MATCHING PROGRAMS. THE HARRISON COUNTY COMMUNITY FOUNDATION VALUES ITS ROLE AS A CATALYST, CONVENER, AND COLLABORATOR, BRINGING OTHER FUNDERS AND NONPROFITS TOGETHER AROUND VITAL ISSUES AND ADDING 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, AND HUMAN SERVICES, ETC. - AWARDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO HARRISON COUNTY GRADUATING STUDENTS AND ADULT STUDENTS - FUNDING PROGRAMS BENEFITING CHILDREN, YOUTH, AND ADULTS - HELPING NONPROFITS BE MORE SUSTAINABLE SO THEY CAN HELP MORE COUNTY RESIDENTS THRIVE PROGRAMS INCLUDE:- DOLLY PARTON'S IMAGINATION LIBRARY (DPIL) - ENCOURAGES PARENTS TO READ TO THEIR CHILDREN BY PROVIDING EACH PRESCHOOL CHILD IN THE PROGRAM WITH AN AGE-APPROPRIATE BOOK BY MAIL EACH MONTH UNTIL THEIR 5TH BIRTHDAY. NEARLY 1,500 PARTICIPANTS RECEIVED A BOOK AS PART OF DPIL IN 2022 (541 NEW SIGN-UPS). CHILDREN CAN BE ENROLLED THROUGH HCCF OR AT A PARTICIPATING PARTNER: HARRISON COUNTY PUBLIC LIBRARY, YMCA OF HARRISON COUNTY, HARRISON COUNTY COMMUNITY SERVICES, HARRISON COUNTY HEALTH DEPARTMENT, AND HARRISON COUNTY HOSPITAL. ENCOURAGED BY THE PROGRAM'S SUCCESS, THE BOARD OF DIRECTORS AGREED TO CONTINUE FUNDING THE COST. THE EARLY READERS FUND, WHICH SUPPORTS THE DOLLY PARTON IMAGINATION LIBRARY, CONTINUES TO BENEFIT FROM A 2:1 MATCH. - THE DICTIONARY PROJECT - PROVIDES A DICTIONARY TO EVERY 3RD GRADER IN HARRISON COUNTY. STUDENTS ATTENDING THE 9 HARRISON COUNTY ELEMENTARY SCHOOLS RECEIVE THEIR DICTIONARY TO USE AT SCHOOL AND TAKE HOME. 501 DICTIONARIES WERE DISTRIBUTED IN 2022. 7,589 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 OF HARRISON COUNTY IS DESIGNED TO TEACH SKILLS, TO ENCOURAGE YOUTH TO GIVE AND SERVE IN THEIR COMMUNITIES AND TO MAKE PHILANTHROPY A "HABIT OF THE HEART" FOR FUTURE GENERATIONS. THE PROGRAM GOALS ARE TO PROMOTE YOUTH DEVELOPMENT THROUGH EXPERIENCES IN PHILANTHROPY, TO ENCOURAGE AND SUPPORT COMMUNITY INITIATIVES THAT YOUTH CARE ABOUT AND TO ENGAGE YOUTH THROUGH GIVING AND SERVING FOR THE COMMON GOOD. A GROUP OF LOCAL HIGH SCHOOL STUDENTS REVIEW SUBMITTED YPC GRANT APPLICATIONS, DISCUSS THE MERIT OF EACH GRANT APPLICATION AND COME TO A CONSENSUS ON THEIR GRANT RECOMMENDATIONS. HCCF PARTNERS WITH LEADERSHIP HARRISON COUNTY FOR YPC TO BE A PART OF THE LHC YOUTH PROGRAM, WHICH INVOLVES YOUNG LEADERS FROM ALL HARRISON COUNTY HIGH SCHOOLS. IN 2022, YPC AWARDED $600 TO MILES FOR MERRY MIRACLES FOR A 6-WEEK GARDENING PROGRAM AT MORGAN ELEMENTARY AND GENESIS HOUSE, $1,250 FOR LANESVILLE AFTER PROM AND $1,000 TO BLUE RIVER ALL-STARS FOR THE CARNIVAL FOR CANCER EVENT. THE YOUTH PHILANTHROPY FUND, WHICH PROVIDES YOUTH-LED GRANTMAKING DOLLARS, CONTINUES TO BENEFIT FROM A 2:1 MATCH. - ENDOWMENTS - HCCF HOLDS 304 ENDOWMENT FUNDS SUPPORTING A BROAD ARRAY OF ORGANIZATIONS AND CAUSES. THE TYPE OF FUNDS INCLUDES DESIGNATED AGENCY, DONOR ADVISED, FIELD OF INTEREST, SCHOLARSHIP AND BUILDER'S FUNDS (UNRESTRICTED). THE MAIN PURPOSE OF AN ENDOWMENT IS TO PROVIDE A LONG-TERM AND 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 TO ENSURE THEY MEET CRITERIA FOUND IN THE ENDOWMENT FUND AGREEMENT AND ARE APPROVED BY HCCF BOARD OF DIRECTORS. ONCE THE FUNDS ARE USED, BENEFICIARIES SUBMIT A SHORT GRANT REPORT FORM TO HCCF. - ENDOWED SCHOLARSHIPS - NEARLY HALF OF HCCF ENDOWMENT FUNDS ARE DEVOTED TO PROVIDING SCHOLARSHIPS. THE WIDE SCOPE OF SCHOLARSHIP CRITERIA AND AWARDS ARE REFLECTIVE OF THE DIVERSE INTEREST 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.- ALIGN SOUTHERN INDIANA - ALIGN SOUTHERN INDIANA (ASI) IS A NONPROFIT ORGANIZATION COMPRISED OF BUSINESS, EDUCATIONAL, AND NONPROFIT COMMUNITY PARTNERS. THROUGH ASI, LEADERS FROM CLARK, FLOYD, HARRISON, SCOTT, AND WASHINGTON COUNTIES CAME TOGETHER TO IDENTIFY A COMMON VISION FOR OUR REGION. THE INITIATIVE HAS IDENTIFIED THESE AREAS OF FOCUS: ECONOMIC AND TALENT DEVELOPMENT; EDUCATION; REGIONAL LEADERSHIP; QUALITY OF LIFE; QUALITY OF PLACE. THE MISSION OF ASI IS TO ACTIVELY FACILITATE A SHARED REGIONAL PROCESS THAT WILL ALIGN RESOURCES, ADDRESS NEEDS, AND PRODUCE SUSTAINABLE SOLUTIONS RESULTING IN OUR REGION ACHIEVING ITS POTENTIAL AS THE BEST PLACE TO LIVE, WORK AND PLAY. HCCF HAS SERVED A PIVOTAL ROLE IN THE FUNDING AND DEVELOPMENT OF ASI AND IS A SPONSORING STAKEHOLDER IN THE INITIATIVE, PROVIDING $20,000 IN 2022. THE HCCF STRATEGIC PLAN INCLUDES CONTINUED PARTICIPATION WITH ASI. THE ALIGN MODEL INCLUDES A-TEAMS WORKING IN SPECIFIC TEAMS TO IMPROVE LONG-TERM OUTCOMES FOR THE REGION. THE A-TEAMS INCLUDE KINDERGARTEN READINESS, ADDICTION PREVENTION, TRAILS, LEADERSHIP DEVELOPMENT, AND ECONOMIC AND TALENT DEVELOPMENT, AND EARLY CHILDHOOD EDUCATION. - 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 A HCCF APPROVED BOARD TRAINING PROGRAM. HCCF OFFERS TRAINING AT NO COST TO PARTICIPANTS UPON COMPLETION. FOUR TRAINING PROGRAMS WERE OFFERED IN 2022 WITH A TOTAL OF 42 PARTICIPANTS.- NONPROFIT SUSTAINABILITY - SINCE 2018, THE FUNDRAISERS GROUP PROVIDES ASSISTANCE AND SUPPORT FOR ANY NONPROFIT AGENCY STAFF WHO ARE TASKED WITH FUNDRAISING. THE GROUP OF ABOUT A DOZEN PARTICIPANTS MEETS EVERY OTHER MONTH FOR A BROWN BAG LUNCH. PRESENTATIONS INCLUDED TOPICS SUCH AS GRANT APPLICATION PROCESS, BRANDING, SOCIAL MEDIA, DIGITAL FUNDRAISING, GIVING TUESDAY, YEAR-END CAMPAIGNS, AND CREATING AN ANNUAL DEVELOPMENT PLAN. WITH THE SHARED AIM OF BUILDING CAPACITY AND SUSTAINABILITY IN THE HARRISON COUNTY NONPROFIT COMMUNITY, HCCF FORMALIZED A PARTNERSHIP WITH NETWORK FOR GOOD (NFG) IN 2020, TO ENROLL NONPROFITS INTO NFG'S FUNDRAISING CAPACITY BUILDING PROGRAM, JUMPSTART. EIGHT NONPROFITS HAVE PARTICIPATED IN THE JUMPSTART PROGRAM SINCE 2020, WITH FOUR NONPROFITS REQUESTING TO ADD AN ADDITIONAL YEAR OF PARTICIPATION. - TOWN PLANNING INITIATIVE - THE TOWN PLANNING INITIATIVE, FUNDED BY LILLY ENDOWMENT, INC.'S GIFT VII (GIVING INDIANA FUNDS FOR TOMORROW) PROGRAM AND WITH ADDITIONAL FUNDING BY HCCF, CONTINUED IN 2022. THIS MULTI-YEAR INITIATIVE PROVIDES RESOURCES AND SUPPORT FOR THE 10 INCORPORATED TOWNS IN HARRISON COUNTY TO CREATE OR UPDATE A COMPREHENSIVE PLAN AND A PAVEMENT ASSET MANAGEMENT PLAN. WITH THESE COMPLETED PLANS, TOWNS ARE BETTER POSITIONED TO LEVERAGE OUTSIDE FUNDING FOR INFRASTRUCTURE PROJECTS. IN 2022, THE TOWN OF LANESVILLE COMPLETED ITS COMPREHENSIVE PLANNING PROCESS. THE TOWNS OF NEW MIDDLETOWN AND LACONIA WERE CLOSE TO COMPLETING THEIR PLANNING PROCESS, WITH THE FINAL REVIEWS AND TOWNS' ADOPTION OF THEIR PLANS SCHEDULED FOR EARLY 2023. PLANNING CONTINUED FOR THE TOWNS OF CORYDON, MAUCKPORT AND PALMYRA IN 2022. PLANNING CONTINUED FOR THE TOWNS OF ELIZABETH, MILLTOWN, NEW AMSTERDAM AND CRANDALL. 1563404 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 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 10 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 0.50 0.50 X 0 0 0 BRIAN LAHUE DIRECTOR 0.50 0.50 X 0 0 0 CARRIE JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 CARRIE SPENCER DIRECTOR 0.50 0.50 X 0 0 0 DOUGLAS SELLERS DIRECTOR 0.50 0.50 X 0 0 0 GRANT GALLANDER DIRECTOR 0.50 0.50 X 0 0 0 JIM KOERBER DIRECTOR 0.50 0.50 X 0 0 0 LISA STEELE DIRECTOR 0.50 0.50 X 0 0 0 MATT ROTHROCK DIRECTOR 0.50 0.50 X 0 0 0 MIKE WOERTZ DIRECTOR 0.50 0.50 X 0 0 0 RYAN HANGER DIRECTOR 0.50 0.50 X 0 0 0 SAM DAY DIRECTOR 0.50 0.50 X 0 0 0 TAYLOR JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 PAT BOOK CHAIR 0.50 0.50 X X 0 0 0 JEFF SHIREMAN VICE CHAIR 0.50 0.50 X X 0 0 0 CAROL HOEHN SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 LESLIE ROBERTSON PAST CHAIR 0.50 0.50 X X 0 0 0 JULIE MOORMAN CEO 40.00 5.00 X 140819 0 15595 DERRICK GRIGSBY CFO 40.00 5.00 X 123848 0 13529 264667 0 29124 2 0 1 0 0 540000 41226 517451 20312 1098677 SERVICE AGREEMENT 900099 1165370 1165370 OTHER INCOME 900099 1162 1162 1166532 1176006 1176006 709400 416686 292714 292714 292714 3733929 1166532 0 1468720 843058 843058 270577 270577 293791 108703 143958 41130 396586 146737 194327 55522 17739 6563 8692 2484 35688 13205 17487 4996 49964 18487 24482 6995 31764 12706 6353 12705 21654 8662 4331 8661 68514 68514 11810 8324 1162 2324 57750 57750 14941 7837 6357 747 37135 18286 17471 1378 4882 2561 2077 244 31228 31228 10385 5193 4673 519 31750 16653 13510 1587 MISCELLANEOUS EXPENSES 10851 4340 6511 DUES AND SUBSCRIPTIONS 5716 2998 2432 286 2245783 1563404 453823 228556 679535 237440 194395 131916 72753 62479 40042671 35353627 40794959 35653546 24995 25884 3201421 2738363 647892 675722 3874308 3439969 X 2720675 2620731 34199976 29592846 36920651 32213577 40794959 35653546 X 1488146 -6565425 370205 X X 0 1 X 1 0 X 1151946 1428091 3454426 2276369 1098677 9409509 1151946 1428091 3454426 2276369 1098677 9409509 5882218 3527291 1803317 900942 648677 1318798 1176006 5847740 15257249 0.23120 0.25760 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 2022 AND 2021 ARE 23.12% AND 25.76%, 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 2022. 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 3 3256 3250 206431 1 1 0 1 X 35848536 1047115 -4460680 1223665 7040 31204266 29071049 2201099 5421400 843271 1741 35848536 24098837 3412468 2293760 732591 1425 29071049 22371792 1225732 1417345 910890 5142 24098837 20815094 1681615 735434 848319 12032 22371792 1.00000 0 0 194395 131916 62479 62479 CHARITABLE GIFT ANNUITY PAYABLE 675722 675722 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, 2022 AND 2021, 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 AMERICAN CANCER SOCIETYRELAY FOR LIFE PO BOX 681405 INDIANAPOLIS IN 46268 381387120 501C3 21960 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMBOARD INC 5401 WALNUT STREET SUITE 200 PITTSBURGH PA 15232 501C3 34990 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATALYST CATHOLIC 101 SAINT ANTHONY DRIVE MT ST FRANCIS IN 47146 351177890 501C3 12970 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON CAPITAL PRESERVATION ALLIANCE 3064 DEERFIELD DRIVE NE CORYDON IN 47112 351798781 501C3 6000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON PRESBYTERIAN CHURCH 568 W HIGHWAY 62 CORYDON IN 47112 351046717 501C3 12000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON UNITED METHODIST CHURCH 214 N ELM STREET CORYDON IN 47112 501C3 13400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DOLLYWOOD FOUNDATION 111 DOLLYWOOD LANE ATTN OPERATIONS DEPARTMENT PIGEON FORGE TN 37863 621348105 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EPIPHANY LUTHERAN CHURCH 8600 HWY 135 NE NEW SALISBURY IN 47161 501C3 7373 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY COMMUNITY SERVICES INC PO BOX 308 CORYDON IN 47112 351378568 501C3 220000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY HOSPITAL FOUNDATION 1141 HOSPITAL DRIVE CORYDON IN 47112 311120716 501C3 17085 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY PARKS DEPARTMENT 126 E WALNUT STREET CORYDON IN 47112 356000153 501C3 7500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY PUBLIC LIBRARY 105 NORTH CAPITOL AVENUE CORYDON IN 47112 356005807 501C3 13147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY SOUTHEAST 4201 GRANT LINE ROAD NEW ALBANY IN 471506405 351138139 501C3 6164 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 1401 W MUHAMMAD ALI BOULEVARD LOUISVILLE KY 40203 610476694 501C3 21500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE COMMUNITY SCHOOL CORPORATION 2725 CRESTVIEW AVENUE LANESVILLE IN 47136 351832653 501C3 5328 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LEADERSHIP HARRISON COUNTY PO BOX 471 CORYDON IN 47112 352020741 501C3 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LEORA BROWN SCHOOL P O BOX 441 400 E SUMMIT STREET CORYDON IN 47112 351868379 501C3 8201 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEMORIAL CEMETERY FUND OF LACONIA INC 13234 KINTNER BOTTOM ROAD LACONIA IN 47135 351476924 501C3 10500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NETWORK FOR GOOD PO BOX 92003 LAS VEGAS NV 891932003 371714640 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH HARRISON COMMUNITY SCHOOL CORPORATION 315 S HARRISON DRIVE CORYDON IN 47112 351172509 501C3 11470 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JOHN'S LUTHERAN CHURCH 1505 ST JOHNS CHURCH RD NE LANESVILLE IN 47136 351061713 501C3 34500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST MARY'S CATHOLIC CHURCH 2500 SAINT MARYS DRIVE NE LANESVILLE IN 471368154 651298689 501C3 6575 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE DE PAUL SCHOOL 1925 DUKER AVENUE LOUISVILLE KY 40205 610711082 501C3 7488 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE WHEATLEY GROUP 5150 CHARLESTOWN ROAD SUITE 1A NEW ALBANY IN 47150 472781420 501C3 70200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF CORYDON 219 NORTH CAPITOL AVENUE CORYDON IN 47112 356000992 501C3 8000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF ELIZABETH 8128 HURRICANE STREET SE ELIZABETH IN 47117 351371882 501C3 12015 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF HARRISON COUNTY INC 198 JENKINS COURT NE CORYDON IN 47112 352122124 501C3 56285 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27 0 SCHOLARSHIPS 258 270577 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 140819 0 0 0 0 0 7201 0 8394 0 156414 0 0 0 FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS (PART 3) THE PAVEMENT ASSET MANAGEMENT PLAN INCLUDES 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. THROUGH THIS PROGRAM, THE TOWN OF CORYDON WAS AWARDED FUNDS IN THE FALL OF 2022 TO CONDUCT PAVING AND ROAD MAINTENANCE ON SEVERAL STREETS WITHIN THE TOWN LIMITS. EACH TOWN HAS A UNIQUE HISTORY AND DREAMS FOR ITS FUTURE AS A TOWN. THIS PLANNING PROCESS ALLOWS TOWNS THE OPPORTUNITY TO WORK WITH CONSULTANTS FROM THE WHEATLEY GROUP AND TAYLOR SIEFKER WILLIAMS DESIGN GROUP DURING THE TOWN PLANNING INITIATIVE. THE CONSULTANTS CREATED AND MANAGED A WEBSITE, HARRISONCOUNTYTOWNPLANNING.COM, AS A HUB FOR INFORMATION ON THE TOWN PLANNING INITIATIVE. THE HOPE IS THAT THE TOWN PLANS COULD BE THE GRASSROOTS EFFORT TO BE INCORPORATED INTO A FUTURE COUNTY-WIDE COMPREHENSIVE PLAN. 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 463,058. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -92,853. 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 1164308 CASH HCCF REAL ESTATE SUPPORTING ORGANIZATION M 6000 CASH