2024-11-07T08:02:43-06:00 2023-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-01-01 351986569 HARRISON COUNTY COMMUNITY FOUNDATION INC HARR 8127386668 PO BOX 279 CORYDON IN 47112 JULIE MOORMAN PRESIDENT 8127386668 2024-11-05 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-11-05 2023 2024-10-15 13:58:12Z JULIE MOORMAN PO BOX 279 CORYDON IN 47112 8235541 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 29 0 0 1098677 1123820 1166532 1256038 1468720 1664209 0 0 3733929 4044067 1113635 1380451 0 0 793768 869135 0 0 317197 338380 420023 2245783 2669609 1488146 1374458 35653546 40691278 3439969 3146587 32213577 37544691 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 1830026 1380451 1256038 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 MAY 15, 1996, RDI/CAESARS RIVERBOAT, LLC AGREED WITH THE HARRISON COUNTY, INDIANA, GOVERNMENT TO PROVIDE $5,000,000 TO CREATE THE FOUNDATION. THE 3 SEATED COUNTY COMMISSIONERS SELECTED 21 HARRISON COUNTY CITIZENS TO BECOME THE FOUNDING BOARD OF DIRECTORS. OVER TIME, HCCF HAS GROWN TO INCLUDE 8 FULL-TIME STAFF, A 16-MEMBER BOARD OF DIRECTORS, AND MULTIPLE COMMUNITY VOLUNTEERS. BECAUSE OF THE TREMENDOUS CONTRIBUTIONS FROM CAESARS SOUTHERN INDIANA (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 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 (NFPS) 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 NFP 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 NFPS BE MORE SUSTAINABLE SO THEY CAN HELP MORE COUNTY RESIDENTS THRIVE PROGRAMS INCLUDE:- DOLLY PARTON'S IMAGINATION LIBRARY (DPIL) - ECOURAGES PARENTS TO READ TO THEIR CHILDREN BY PROVIDING EACH PRESCHOOL CHILD ENROLLED IN THE PROGRAM WITH AN AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH UNTIL THEIR 5TH BIRTHDAY. NEARLY 1,500 PARTICIPANTS RECEIVED A BOOK AS PART OF DPIL IN 2023 (449 NEW SIGN-UPS) CHILDREN CAN BE ENROLLED THROUGH HCCF OR AT 1 OF THE PARTICIPATING PARTNERS: HARRISON COUNTY PUBLIC LIBRARY, YMCA OF HARRISON COUNTY, HARRISON COUNTY COMMUNITY SERVICES, HARRISON COUNTY HEALTH DEPARTMENT, AND HARRISON COUNTY HOSPITAL. DURING THE 2023 LEGISLATIVE AGENDA, DPIL FUNDING SUPPORT WAS APPROVED IN GOVERNOR ERIC J. HOLCOMB'S BUDGET. THE INDIANA STATE LIBRARY WILL BE THE STATE PROGRAM SPONSOR TO HELP OFFSET THE EXPENSES OF THIS PROGRAM WITH 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 - PROVIDES A DICTIONARY TO EVERY 3RD GRADER IN HARRISON COUNTY. STUDENTS ATTENDING THE 9 HARRISON COUNTY ELEMENTARY SCHOOLS RECEIVE THEIR OWN DICTIONARY TO USE AT SCHOOL AND TAKE HOME. 557 DICTIONARIES WERE DISTRIBUTED IN 2023. 8,146 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) - DESIGNED TO TEACH SKILLS, ENCOURAGE YOUTH TO GIVE AND SERVE IN THEIR COMMUNITIES AND 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 REVIEWS SUBMITTED YPC GRANT APPLICATIONS, DISCUSSES THE MERIT OF EACH GRANT APPLICATION, AND COMES TO A CONSENSUS ON THEIR GRANT RECOMMENDATIONS. HCCF PARTNERS WITH LEADERSHIP HARRISON COUNTY FOR YPC TO PARTICIPATE IN THE LHC YOUTH PROGRAM, WHICH INVOLVES YOUNG LEADERS FROM ALL HARRISON COUNTY HIGH SCHOOLS. IN 2023, YPC AWARDED $2,000 TO SAINT JOSEPH CATHOLIC SCHOOL FOR BUILDING A GREENHOUSE, $925 TO CORYDON CENTRAL VANGUARD BAND BOOSTERS FOR PURCHASING NEW EQUIPMENT, $625 TO LANESVILLE COMMUNITY SCHOOL AFTER PROM FOR PURCHASING AFTER PROM ITEMS, $500 TO BLUE RIVER ALLSTARS 4H FOR PURCHASING CARNIVAL FOR CANCER SIGNS/BANNERS AND $1,500 FOR BLANKETS FOR VETERANS MATERIALS AND SUPPLIES. THE YOUTH PHILANTHROPY FUND, WHICH PROVIDES YOUTH-LED GRANTMAKING DOLLARS, CONTINUES TO BENEFIT FROM A 2:1 MATCH. - ENDOWMENTS - HCCF HOLDS 315 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 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 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 4 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 (ASI) - A NFP ORGANIZATION COMPRISED OF BUSINESS, EDUCATIONAL, AND NFP 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, AND 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 2023. 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, ECONOMIC AND TALENT DEVELOPMENT, AND EARLY CHILDHOOD EDUCATION. - BUILDING DYNAMIC BOARDS OF DIRECTORS - HCCF REQUIRES ALL NFP ORGANIZATIONS SUBMITTING A GRANT APPLICATION TO HAVE AT LEAST 1 SITTING BOARD MEMBER WHO HAS COMPLETED AN HCCF-APPROVED BOARD GOVERNANCE TRAINING PROGRAM. HCCF OFFERS TRAINING AT NO COST TO PARTICIPANTS UPON COMPLETION. 4 TRAINING PROGRAMS WERE OFFERED IN 2023, WITH 55 PARTICIPANTS.- NFP SUSTAINABILITY - SINCE 2018, THE FUNDRAISERS GROUP HAS PROVIDED ASSISTANCE AND SUPPORT FOR ANY NFP 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. WITH THE GOAL OF BUILDING CAPACITY AND SUSTAINABILITY IN THE HARRISON COUNTY NFP COMMUNITY, HCCF FORMALIZED A PARTNERSHIP WITH NETWORK FOR GOOD (NFG) IN 2019 TO ENROLL NFPS INTO NFG'S FUNDRAISING CAPACITY-BUILDING PROGRAM, JUMPSTART. 8 NFPS HAVE PARTICIPATED IN THE JUMPSTART PROGRAM SINCE 2020, WITH 4 NFPS REQUESTING TO ADD AN ADDITIONAL YEAR OF PARTICIPATION. THE NFP GROWTH SERIES (NPGS) WAS CREATED IN 2023 TO OFFER HARRISON COUNTY NFP ORGANIZATIONS AND THOSE SERVING THE AREA ADDITIONAL KNOWLEDGE AND TRAINING OPPORTUNITIES AT A LOCAL LEVEL. GUEST PRESENTERS HAVE HELD VARIOUS WORKSHOPS ON DIVERSITY, EQUITY, INCLUSION, TAXES, ACCOUNTING AND COMPLIANCE, OPERATIONAL EXCELLENCE (INTERNAL CONTROLS), AND GRANT WRITING.- TOWN PLANNING INITIATIVE - FUNDED BY LILLY ENDOWMENT, INC.'S GIFT VII PROGRAM AND WITH ADDITIONAL FUNDING BY HCCF IS A MULTI-YEAR INITIATIVE THAT 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. 1830026 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 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 CARRIE JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 CARRIE SPENCER DIRECTOR 0.50 0.50 X 0 0 0 CHERYL FISHER DIRECTOR 0.50 0.50 X 0 0 0 GRANT GALLANDER DIRECTOR 0.50 0.50 X 0 0 0 JEFF THOMAS DIRECTOR 0.50 0.50 X 0 0 0 JIM KOERBER DIRECTOR 0.50 0.50 X 0 0 0 KELLEY CHURCHILL 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 JEFF SHIREMAN CHAIR 0.50 0.50 X X 0 0 0 TAYLOR JOHNSON VICE CHAIR 0.50 0.50 X X 0 0 0 CAROL HOEHN SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 PAT BOOK PAST CHAIR 0.50 0.50 X X 0 0 0 JULIE MOORMAN CEO 40.00 5.00 X 149905 0 17581 DERRICK GRIGSBY CFO 40.00 5.00 X 127735 0 15023 277640 0 32604 2 0 1 0 0 540000 14926 568894 1123820 SERVICE AGREEMENT 900099 1253644 1253644 OTHER INCOME 900099 2394 2394 1256038 1269271 1269271 4586412 4191474 394938 394938 394938 4044067 1256038 0 1664209 991695 991695 388756 388756 310244 93073 155122 62049 451517 135455 225759 90303 19425 5828 9713 3884 34019 10206 17010 6803 53930 16179 26965 10786 23776 9510 4755 9511 20277 8111 4055 8111 71543 71543 48469 25388 7694 15387 71109 71109 20753 10885 8830 1038 40897 20264 19065 1568 8631 4527 3672 432 33613 33613 10384 5192 4673 519 32826 17217 13967 1642 LICENSING FEES 19551 7820 11731 MISCELLANEOUS EXPENSES 9364 3746 5618 DUES AND SUBSCRIPTIONS 8830 4631 3757 442 2669609 1830026 522386 317197 237440 551076 194395 142300 62479 52095 35353627 40088107 35653546 40691278 25884 25344 2738363 3121243 675722 0 3439969 3146587 X 2620731 3184704 29592846 34359987 32213577 37544691 35653546 40691278 X 1374458 3707987 248669 X X 0 1 X 1 0 X 1428091 3454426 2276369 1098677 1123820 9381383 1428091 3454426 2276369 1098677 1123820 9381383 5913367 3468016 900942 648677 1318798 1176006 1269271 5313694 14695077 0.23600 0.23120 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 2023 AND 2022 ARE 23.60% AND 23.12%, 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 2023. 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 50100 15612 270553 1 1 0 1 X 31204266 3592590 4633227 2018954 4044 37407085 35848536 1047115 -4460680 1223665 7040 31204266 29071049 2201099 5421400 843271 1741 35848536 24098837 3412468 2293760 732591 1425 29071049 22371792 1225732 1417345 910890 5142 24098837 1.00000 0 0 194395 142300 52095 52095 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, 2023 AND 2022, 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 HARRISON COUNTY COMMUNITY SERVICES INC PO BOX 308 CORYDON IN 47112 351378568 501C3 165000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY PARKS DEPARTMENT 126 EAST WALNUT STREET CORYDON IN 47112 356000153 GOVERNMENTAL 69250 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE YOUTH BASEBALL AND SOFTBALL LEAGUE INC PO BOX 25 LANESVILLE IN 47136 351903632 501C3 57600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF HARRISON COUNTY INC 198 JENKINS COURT NE CORYDON IN 47112 352122124 501C3 57000 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 56920 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY AGRICULTURAL SOCIETY PO BOX 84 CORYDON IN 47112 350367835 501C3 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTH HARRISON COMMUNITY SCHOOL CORPORATION 1260 HIGHWAY 64 NW RAMSEY IN 47166 351148134 GOVERNMENTAL 48385 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DOLLYWOOD FOUNDATION 111 EAST MAIN STREET 2ND FLOOR SEVIERVILLE TN 37862 621348105 501C3 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY 4-H COUNCIL PO BOX 362 CORYDON IN 47112 412258039 501C3 33546 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE FULLER CENTER FOR HOUSING OF HARRISON COUNTY INDIANA INC PO BOX 504 CORYDON IN 47112 300007704 501C3 31543 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY HOSPITAL 1141 HOSPITAL DRIVE NW CORYDON IN 47112 351180407 GOVERNMENTAL 31000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE WHEATLEY GROUP 5150 CHARLESTOWN ROAD SUITE 1A NEW ALBANY IN 47150 472781420 501C3 27045 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS AND GIRLS CLUBS OF HARRISON-CRAWFORD COUNTIES PO BOX 215 CORYDON IN 47112 351983078 501C3 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOSPARUS HEALTH 6200 DUTCHMANS LANE LOUISVILLE KY 40205 610921718 501C3 24711 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AMERICAN CANCER SOCIETYRELAY FOR LIFE PO BOX 681405 INDIANAPOLIS IN 46268 381387120 501C3 21950 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DARE TO CARE INC 5803 FERN VALLEY ROAD LOUISVILLE KY 40228 237345952 501C3 15023 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LEADERSHIP HARRISON COUNTY PO BOX 471 CORYDON IN 47112 352020741 501C3 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JOSEPH CATHOLIC SCHOOL 512 MULBERRY STREET CORYDON IN 47112 350867999 501C3 13512 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATALYST CATHOLIC 101 SAINT ANTHONY DRIVE MOUNT SAINT FRANCIS IN 47146 351177890 501C3 12831 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EPIPHANY LUTHERAN CHURCH 8600 HIGHWAY 135 NE NEW SALISBURY IN 47161 501C3 12178 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON PRESBYTERIAN CHURCH 568 WEST HIGHWAY 62 CORYDON IN 47112 351046717 501C3 12000 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 HARRISON COUNTY PUBLIC LIBRARY 105 NORTH CAPITOL AVENUE CORYDON IN 47112 356005807 GOVERNMENTAL 9995 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE DE PAUL SCHOOL 1925 DUKER AVENUE LOUISVILLE KY 40205 610711082 501C3 8844 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAYSWOOD THEATRE GROUP INC PO BOX 301 CORYDON IN 47112 351174179 501C3 8000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF CORYDON 219 NORTH CAPITOL AVENUE CORYDON IN 47112 356000992 GOVERNMENTAL 6500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CORYDON UNITED METHODIST CHURCH 214 NORTH ELM STREET CORYDON IN 47112 501C3 6000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF NEW MIDDLETOWN PO BOX 355 NEW MIDDLETOWN IN 47160 352131883 GOVERNMENTAL 5541 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY LIFELONG LEARNING 101 HIGHWAY 62 W SUITE 104 CORYDON IN 47112 273738451 501C3 5500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GEORGE ROGERS CLARK LAND TRUST 9608 HIGHWAY 62 SUITE 2 CHARLESTOWN IN 47111 371625140 501C3 5193 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CENTER FOR NONPROFIT EXCELLENCE 325 WEST MAIN STREET LOUISVILLE KY 40202 501C3 5160 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE COMMUNITY SCHOOL CORPORATION 2725 CRESTVIEW AVENUE LANESVILLE IN 47136 351832653 GOVERNMENTAL 5081 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 32 0 SCHOLARSHIPS 278 338756 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 149905 0 0 0 0 0 7649 0 9932 0 167486 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 -382,880. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 631,549. 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 1255126 CASH HCCF REAL ESTATE SUPPORTING ORGANIZATION M 10000 CASH