TY 2024 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
HAMILTON COUNTY COMMUNITY FOUNDATION INC

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
11810 TECHNOLOGY DRIVE

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
FISHERS, IN46038

D Employer identification number

20-0900981

E Telephone number

G Gross receipts $ 39,768,168

F Name and address of principal officer:
DANIELLE STILES-POLK
11810 TECHNOLOGY DRIVE
FISHERS,IN46038

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

WWW.HAMILTONCOUNTYCOMMUNITYFOUNDATION.ORG/

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 2003

M State of legal domicile: IN

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: TO MOBILIZE PEOPLE, IDEAS AND INVESTMENT TO MAKE A COMMUNITY WHERE ALL INDIVIDUALS HAVE EQUITABLE OPPORTUNITY TO REACH THEIR FULL POTENTIAL NO MATTER THEIR PLACE, RACE OR IDENTITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	12
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	12,970,120	11,787,134
9	Program service revenue (Part VIII, line 2g) .........	238,468	53,687
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,367,589	11,488,377
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	16,576,177	23,329,198
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	6,040,149	9,441,527
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	801,187	1,028,485
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 206,154
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	643,413	777,399
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,484,749	11,247,411
19	Revenue less expenses. Subtract line 18 from line 12.......	9,091,428	12,081,787
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	113,383,674	129,296,964
21	Total liabilities (Part X, line 26).............	2,928,655	2,977,689
22	Net assets or fund balances. Subtract line 21 from line 20.....	110,455,019	126,319,275

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2024)

Form 990 (2024)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: TO MOBILIZE PEOPLE, IDEAS AND INVESTMENT TO MAKE THIS A COMMUNITY WHERE EVERY INDIVIDUAL HAS EQUITABLE OPPORTUNITY TO REACH THEIR FULL POTENTIAL - NO MATTER PLACE, RACE OR IDENTITY. (Continued on Schedule O)

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 7,623,626 including grants of $ 7,304,666 ) (Revenue $ )
	WE HELP PEOPLE INVEST IN THE CAUSES THAT MATTER MOST TO THEM.

4b	(Code: ) (Expenses $ 1,409,019 including grants of $ 1,090,058 ) (Revenue $ 53,687 )
	WE AWARD GRANTS TO EFFECTIVE NOT-FOR-PROFIT ORGANIZATIONS.

4c	(Code: ) (Expenses $ 1,365,763 including grants of $ 1,046,803 ) (Revenue $ )
	WE PROVIDE LEADERSHIP TO MAKE CENTRAL INDIANA A BETTER, MORE BEAUTIFUL, MORE EQUITABLE COMMUNITY.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses10,398,408

Form 990 (2024)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Yes

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V Click to see attachment

List of Attached Documents:

// Content

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X

11e

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2024)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

List of Attached Documents:

// Content

Yes

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Form 990 (2024)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2024)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
JENNIFER BARTENBACH11810 TECHNOLOGY DRIVE FISHERS,IN46038 (317) 631-6542

Form 990 (2024)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) CORBY THOMPSON...................................................................... SECRETARY	1.0 ................. 0.0	X	X	0	0	0
(2) EDDIE RIVERS...................................................................... BOARD CHAIR	1.0 ................. 0.0	X	X	0	0	0
(3) GINA GIACONE...................................................................... BOARD TREASURER	1.0 ................. 0.0	X	X	0	0	0
(4) KRISTY MURPHY...................................................................... VICE CHAIR	1.0 ................. 0.0	X	X	0	0	0
(5) ADAM ARCENEAUX...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(6) BETSY GARFIELD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(7) BRIDGET SHUEL-FANCHER...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(8) CRAIG CROSSER...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(9) DANA PITTARD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(10) Lauren Salerno...................................................................... Board Member	1.0 ................. 0.0	X		0	0	0
(11) LISA ALLEN...................................................................... PAST CHAIR	1.0 ................. 0.0	X		0	0	0
(12) Mark Heirbrandt...................................................................... Board Member	1.0 ................. 0.0	X		0	0	0
(13) NICOLE LORCH...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(14) Susan Wagner...................................................................... Board Member	1.0 ................. 0.0	X		0	0	0
(15) TANYA HAND...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0
(16) Tom Bayer...................................................................... Board Member	1.0 ................. 0.0	X		0	0	0
(17) TONYA HARVEY...................................................................... BOARD MEMBER	1.0 ................. 0.0	X		0	0	0

Form 990 (2024)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Tonya Hyatt........................................................................ Board Member	1.0 .......................0.0	X			0	0	0
(19) DANIELLE STILES-POLK........................................................................ INTERIM PRESIDENT (EFFECTIVE 10/24)	40.0 .......................0.0		X		146,434	0	34,155
(20) ERIN TANNER........................................................................ CFO	4.0 .......................36.0		X		20,392	183,528	40,338
(21) THOMAS KILIAN........................................................................ PRESIDENT, HCCF (END 10/24)	39.0 .......................1.0		X		294,352	9,104	25,245
(22) David Donaldson........................................................................ Sr. Director of Information Technology	4.0 .......................36.0			X	6,120	116,280	22,200
(23) JENNIFER SCHRIER........................................................................ SENIOR DIRECTOR OF FINANCE	4.0 .......................36.0			X	13,553	121,977	50,534
(24) Jennifer Turner........................................................................ VP of Philanthropy	4.0 .......................36.0			X	7,467	141,874	43,800
(25) Lacy Wooden........................................................................ VP for People and Culture	4.0 .......................36.0			X	7,242	137,590	38,643
(26) ROBIN ELMERICK........................................................................ SENIOR DIRECTOR OF EFFECTIVE PHILANTHROPY	2.0 .......................38.0			X	6,218	118,153	22,921

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	501,778	828,506	277,836

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

Form 990 (2024)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	11,787,134

g	Noncash contributions included in lines 1a - 1f:$		1g	1,835,263

h Total. Add lines 1a-1f.......		11,787,134

		Business Code
2a	OTHER INCOME	900099	53,687	53,687
b
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		53,687

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,243,168			2,243,168
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	25,684,179
b	Less: cost or other basis and sales expenses	7b	16,438,970
c	Gain or (loss)	7c	9,245,209	0
d	Net gain or (loss).........			9,245,209			9,245,209
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			23,329,198	53,687	0	11,488,377

Form 990 (2024)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	8,558,073	8,558,073
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	883,454	883,454
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	523,855	261,928	183,349	78,578
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	382,958	191,478	134,036	57,444
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	48,906	24,453	17,117	7,336
9	Other employee benefits .......	34,060	17,030	11,921	5,109
10	Payroll taxes ...........	38,706	19,353	13,547	5,806
11	Fees for services (non-employees):
a	Management ......	1,299	649	455	195
b	Legal .........
c	Accounting ...........	17,708	8,854	6,198	2,656
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	434,905	271,393	163,005	507
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	0	0	0	0
12	Advertising and promotion ....	364	182	127	55
13	Office expenses .......	13,758	6,879	4,815	2,064
14	Information technology ......	36,269	18,135	12,694	5,440
15	Royalties ..
16	Occupancy ...........	52,234	26,117	18,282	7,835
17	Travel ............	14,906	7,453	5,217	2,236
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	16,062	8,031	5,622	2,409
20	Interest ...........	39,583	19,792	13,854	5,937
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	90,332	45,166	31,616	13,550
23	Insurance ...	14,940	7,470	5,229	2,241
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	OTHER EXPENSES	12,183	6,091	4,265	1,827
b	EMPLOYEE RELATIONS & DEV	11,514	5,757	4,030	1,727
c	Sponsorships	10,931	5,465	3,826	1,640
d	DUES & MEMBERSHIPS	10,411	5,205	3,644	1,562
e	All other expenses	0	0	0	0
25	Total functional expenses. Add lines 1 through 24e	11,247,411	10,398,408	642,849	206,154
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2024)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			2,423,087	2	10,423,151
3	Pledges and grants receivable, net ......			688,337	3	632,239
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			108,434	9	1,069,538
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,593,251
b	Less: accumulated depreciation	10b	357,665	1,308,071	10c	1,235,586
11	Investments—publicly traded securities .			72,408,362	11	78,975,634
12	Investments—other securities. See Part IV, line 11 .....			36,390,868	12	36,891,911
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			56,515	15	68,905
16	Total assets. Add lines 1 through 15 (must equal line 33)...			113,383,674	16	129,296,964

17	Accounts payable and accrued expenses .....	331,309	17	221,388
18	Grants payable ...	1,530,223	18	1,721,817
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	1,067,123	23	1,034,484
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	0
26	Total liabilities. Add lines 17 through 25..	2,928,655	26	2,977,689

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	109,917,944	27	120,015,279
28	Net assets with donor restrictions ...........	537,075	28	6,303,996
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	110,455,019	32	126,319,275
33	Total liabilities and net assets/fund balances ........	113,383,674	33	129,296,964

Form 990 (2024)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

23,329,198

Total expenses (must equal Part IX, column (A), line 25) ............

11,247,411

Revenue less expenses. Subtract line 2 from line 1 ..............

12,081,787

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

110,455,019

Net unrealized gains (losses) on investments ...............

3,674,701

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

107,768

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

126,319,275

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2024)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	24,529,149	8,381,106	2,394,807	12,970,120	11,787,134	60,062,316
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	24,529,149	8,381,106	2,394,807	12,970,120	11,787,134	60,062,316
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						20,097,777
6	Public support. Subtract line 5 from line 4.						39,964,539

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	24,529,149	8,381,106	2,394,807	12,970,120	11,787,134	60,062,316
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	652,244	1,163,269	983,662	1,040,226	2,243,168	6,082,569
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	168,377	1,105	71,288	238,468	53,687	532,925
11	Total support. Add lines 7 through 10						66,677,810

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

59.937 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

64.611 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Schedule A, Part II, Line 10 Other Income	DESCRIPTION - OTHER INCOME, COLUMN A - 168377.0, COLUMN B - 1105.0, COLUMN C - 71288.0, COLUMN D - 238468.0, COLUMN E - 53687.0, COLUMN F - 532925.0;

Schedule A (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization HAMILTON COUNTY COMMUNITY FOUNDATION INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization HAMILTON COUNTY COMMUNITY FOUNDATION INC		Employer identification number 20-0900981

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization HAMILTON COUNTY COMMUNITY FOUNDATION INC			Employer identification number 20-0900981
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	146
2	Aggregate value of contributions to (during year)	4,745,450
3	Aggregate value of grants from (during year)	5,850,129
4	Aggregate value at end of year ........	51,125,671

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	69,886,815	57,640,245	72,261,993	53,835,844	29,052,263
b	Contributions ...	778,513	4,284,180	289,561	8,139,129	19,967,695
c	Net investment earnings, gains, and losses	10,165,632	10,938,302	-11,948,922	12,485,199	6,830,645
d	Grants or scholarships ...	3,174,186	2,178,920	2,157,066	1,571,283	1,705,422
e	Other expenditures for facilities and programs ...				626,896
f	Administrative expenses ....	917,627	796,992	805,321		309,337
g	End of year balance ......	76,739,147	69,886,815	57,640,245	72,261,993	53,835,844

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

100 %

Permanent endowment right arrow

0 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	1,129,805	169,471	960,334
c	Leasehold improvements	258,499	65,197	193,302
d	Equipment ....	65,405	50,116	15,289
e	Other .....	139,542	72,881	66,661
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,235,586

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) Closely-held equity interests
(B) Financial derivatives
(C) Pooled Resources	36,891,911	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	36,891,911

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	26,707,026
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	3,674,701
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	108,280
e	Add lines 2a through 2d .....................			2e	3,782,981
3	Subtract line 2e from line 1..................			3	22,924,045
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	405,153
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b....................			4c	405,153
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	23,329,198

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	10,842,258
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	10,842,258
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	405,153
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b.....................			4c	405,153
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	11,247,411

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Schedule D, Part X, Line 2 ASC 740 DISCLOSURE:	MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
Schedule D, Part V, Line 4 Intended uses of endowment funds	HAMILTON COUNTY COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE LONG-TERM SUPPORT FOR VARIOUS CHARITABLE PURPOSES SERVING THE HAMILTON COUNTY COMMUNITY. DUE TO THE CONSOLIDATED NATURE, SOME FUNDS ARE HELD AND ADMINISTERED BY RELATED ORGANIZATIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	DEFINED-BENEFIT PENSION PLAN EXPENSE - 108280

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number
20-0900981

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) 500 Festival Foundation 1125 Brookside Ave Indianapolis,IN46202	35-1961814	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(2) Advancing Noblesville Chamber Foundation 1 Library Plz Noblesville,IN46060	85-3829723	501(c)(3)	9,000	Building Out Our Pillars for Success
(3) Agape Therapeutic Riding Resources Inc 24970 Mt Pleasant Rd Cicero,IN46034	31-1193132	501(c)(3)	106,729	To Be Used at the Organization's Discretion
(4) Alzheimer's Association Greater Indiana 50 E 91st St Indianapolis,IN46240	13-3039601	501(c)(3)	7,250	To Be Used at the Organization's Discretion
(5) Arcadia Christian Church 26901 State Rd 19 Arcadia,IN46030	35-1504022	Religious Org.	6,000	Angels' Attic Food Pantry
(6) Ascension St Vincent Foundation 250 W 96th St Indianapolis,IN46260	35-6088862	501(c)(3)	5,813	To Be Used at the Organization's Discretion
(7) Ball State University Foundation 2800 W Bethel Ave Muncie,IN47304	35-6024566	501(c)(3)	10,561	Karl T. Harford Good Samaritan Scholarship
(8) Baltimore School for the Arts Foundation Inc 712 Cathedral St Baltimore,MD21201	52-1174284	501(c)(3)	10,000	Roberto Bobes and Grace Schwartz Niepert Scholarship Fund
(9) Beefree Bakes Company 176 W Logan St Noblesville,IN460601437	86-1496591	501(c)(3)	15,000	BeeFree Bakes fast start training program
(10) Big Brothers Big Sisters of Central Ind 1433 N Meridian St Indianapolis,IN46202	35-1323831	501(c)(3)	24,500	To Be Used at the Organization's Discretion
(11) Boys & Girls Club of Noblesville 1700 Conner St Noblesville,IN46060	35-1054426	501(c)(3)	77,118	2024 distribution
(12) Brightlane Learning 2955 N Meridian St Suite 250 Indianapolis,IN46208	35-2151003	501(c)(3)	27,250	To Be Used at the Organization's Discretion
(13) Butler University Advancement Office Jordan Hall 022 4600 Sunset Ave Indianapolis,IN46208	35-0867977	501(c)(3)	54,289	To Be Used at the Organization's Discretion
(14) Camptown Inc 7998 Georgetown Rd 700 Indianapolis,IN46268	35-1823496	501(c)(3)	8,900	To Be Used at the Organization's Discretion
(15) Cardinal Mooney Catholic High School 4171 Fruitville Rd Sarasota,FL342321618	59-0900923	501(c)(3)	15,000	Capital Support
(16) Carmel Clay Parks Foundation Inc PO Box 3881 Carmel,IN46082	35-1762153	501(c)(3)	20,000	2024 Distribution
(17) Carmel Community Players Inc 1950 E Greyhound Pass Box 18-302 Carmel,IN46033	35-1898503	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(18) Carmel Education Foundation 515 E Main St Ste 124 Carmel,IN46032	35-6066912	501(c)(3)	84,060	2024 Distribution
(19) Carmel Symphony Orchestra 760 3rd Ave SW Suite 102 Carmel,IN46032	31-0918565	501(c)(3)	8,901	To Be Used at the Organization's Discretion
(20) Carmelite Monastery 949 N River Rd Des Plaines,IL60016	53-0196617	501(c)(3)	7,000	To Be Used at the Organization's Discretion
(21) Cathedral High School 5225 E 56th St Indianapolis,IN46226	35-6254955	501(c)(3)	501,500	McClure LSP Funds
(22) Champ Camp Inc 1950 E Greyhound Pass Suite 18-357 Carmel,IN46033	35-1855504	501(c)(3)	11,000	To Be Used at the Organization's Discretion
(23) Christ Is My Big C 15228 Kingsway St Westfield,IN46074	27-5239657	501(c)(3)	50,000	To Be Used at the Organization's Discretion
(24) CICP Foundation Inc 1210 Waterway Blvd Ste 5000 Indianapolis,IN46202	35-2065457	501(c)(3)	16,500	To Be Used at the Organization's Discretion
(25) City of Westfield 2728 E 171 St Westfield,IN46074	35-1111142	Local Elect	10,000	Advancing Westfield Foundation Mayor's Grand Gala
(26) Civic Leadership Foundation 1440 W Taylor St 1654 Chicago,IL60607	20-8848656	501(c)(3)	10,000	General Operating
(27) Colonial Hills Baptist Church 8140 Union Chapel Rd Indianapolis,IN46240	35-1333355	501(c)(3)	38,100	General Operating
(28) Colorado Ovarian Cancer Alliance 8801 E Hampden Ave Ste 104 Denver,CO80231	87-0752876	501(c)(3)	10,000	COCA Sarah's Team F Cancer
(29) Concerts for a Cause Inc 7236 Oakbay Dr Noblesville,IN46062	82-0808786	501(c)(3)	11,000	To Be Used at the Organization's Discretion
(30) Conner Prairie 13400 Allisonville Rd Fishers,IN46038	20-3402627	501(c)(3)	39,500	To Be Used at the Organization's Discretion
(31) COTA Children's Organ Transplant Assoc 2501 W Cota Dr Bloomington,IN47403	35-1674365	501(c)(3)	50,075	COTA Hope Fund
(32) CrossRoads Church at Westfield 19201 Grassy Branch Rd Westfield,IN46074	20-0241684	501(c)(3)	7,489	Hoosier Home Repairs 2025
(33) Digestive Health Foundation 541 N Fairbanks Ct Suite 800 Chicago,IL60611	36-3155315	501(c)(3)	10,000	General Operating
(34) Discovering Broadway 7399 N Shadeland Ave PO Box 139 Indianapolis,IN46250	83-3908688	501(c)(3)	7,500	General Operating
(35) Eskenazi Health Foundation 720 Eskenazi Ave 5/3 Bank Building Fifth Floor Indianapolis,IN46202	31-1132066	501(c)(3)	250,000	Capital Support of Beyond Barriers
(36) Evolve International Inc c/o Hovey Street Church of Christ 2338 Hovey St Indianapolis,IN462183441	87-4227734	501(c)(3)	50,000	Capital Support
(37) Family Promise of Hamilton County Inc PO Box 2073 Noblesville,IN46061	82-1163084	501(c)(3)	25,250	To Be Used at the Organization's Discretion
(38) Faunalytics PO Box 6476 Olympia,WA98507	01-0686889	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(39) Film Independent Inc 5670 Wilshire Blvd 9th Floor Los Angeles,CA90036	95-3943485	501(c)(3)	25,000	Ice Cream Man
(40) First Tee of Indiana-Michiana C/O Indiana Golf Foundation PO Box 26159 Indianapolis,IN46226	35-2145820	501(c)(3)	50,400	To Be Used at the Organization's Discretion
(41) Fishers United Methodist Church 9691 E 116th St Fishers,IN46037	23-7258100	501(c)(3)	7,875	To Be Used at the Organization's Discretion
(42) Fishers Youth Assistance 11565 Brooks School Rd Fishers,IN46037	26-2543447	501(c)(3)	15,000	Strengthening Fishers Youth Assistance Program
(43) Footlite Musicals 1847 N Alabama St Indianapolis,IN46202	35-6028411	501(c)(3)	25,000	To be used at the organizations discretion, however, we would love if this grant
(44) Friends of Hamilton County Parks 38 W Main St Carmel,IN46032	20-5360193	501(c)(3)	360,528	To Be Used at the Organization's Discretion
(45) Friends of Holliday Park Inc 6363 Spring Mill Rd Indianapolis,IN46260	35-1816648	501(c)(3)	30,000	PLAY! Playground renovation project
(46) Fueled for School PO Box 373 Noblesville,IN46061	83-1765582	501(c)(3)	51,176	Fueled for School Warehouse Lease and Utilities
(47) GCC Foundation 5504 E 146th St Noblesville,IN46062	81-5340751	501(c)(3)	20,000	To Be Used at the Organization's Discretion
(48) GiveWell 1714 Franklin St 100335 Oakland,CA94612	20-8625442	501(c)(3)	25,000	Top Charities Fund
(49) Gleaners Food Bank of Indiana Inc 3737 Waldemere Ave Indianapolis,IN462417234	35-1483868	501(c)(3)	28,234	To Be Used at the Organization's Discretion
(50) Good Samaritan Network of Hamilton Co PO Box 339 Noblesville,IN46061	20-4371453	501(c)(3)	41,250	To Be Used at the Organization's Discretion
(51) GSD Rescue Indy Inc PO Box 39413 Indianapolis,IN46239	46-2049435	501(c)(3)	15,000	Dogs at the rescue/sanctuary
(52) Hamilton County Harvest Food Bank PO Box 881 Noblesville,IN46061	30-0640307	501(c)(3)	30,250	To Be Used at the Organization's Discretion
(53) Hamilton County Parks & Recreation 400 Lafayette Rd Noblesville,IN46060	35-6000151	Public Agency	15,000	Hamilton County Parks and Recreation Department
(54) Hamilton County Theatre Guild Inc PO Box 956 Noblesville,IN46061	35-1151169	501(c)(3)	15,000	To Be Used at the Organization's Discretion
(55) Hamilton East Public Library One Library Plaza Noblesville,IN46060	35-6001969	Public Agency	5,432	2024 Distribution
(56) Hamilton Heights Educational Foundation PO Box 469 Arcadia,IN46030	31-1253618	501(c)(3)	13,100	2024 Distribution
(57) Hamilton Southeastern Schools Foundation 13485 Cumberland Rd Fishers,IN46038	35-2146295	501(c)(3)	52,709	2024 Distribution
(58) Harmony in Horses Inc 8847 N 800 E Sheridan,IN46069	88-3682149	501(c)(3)	15,000	Aligning for Impact: How Harmony IN Horses Supports Youth
(59) Heart and Soul Clinic Inc 17338 Westfield Pk Rd Ste 1 Westfield,IN46074	80-0390182	501(c)(3)	15,000	Heart and Soul Health Essentials
(60) Heartland Church 14900 E 126th St Fishers,IN46037	35-2108005	501(c)(3)	9,000	To Be Used at the Organization's Discretion
(61) Heartland Unitarian Universalist Church PO Box 635 Zionsville,IN46077	04-2103733	501(c)(3)	8,000	To Be Used at the Organization's Discretion
(62) Holy Family Episcopal Church 11445 Fishers Pointe Blvd Fishers,IN46038	31-1629166	501(c)(3)	8,500	Boy Scout Troup 199
(63) Hoosier Burn Camp PO Box 233 Battle Ground,IN479200233	35-2032919	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(64) Hoosiers for Good Inc 642 N Madison St Bloomington,IN47404	88-0984541	501(c)(3)	50,000	To Be Used at the Organization's Discretion
(65) Horizon House Inc 1033 E Washington St Indianapolis,IN462023952	35-1759503	501(c)(3)	11,300	To Be Used at the Organization's Discretion
(66) Humane Society for Hamilton County 10501 Hague Road Fishers,IN46038	35-1610723	501(c)(3)	31,174	To Be Used at the Organization's Discretion
(67) HVAF of Indiana Inc 964 N Pennsylvania St Indianapolis,IN46204	35-1890547	501(c)(3)	22,500	To Be Used at the Organization's Discretion
(68) ILADD 1393 W Oak St Zionsville,IN460771264	84-3667289	501(c)(3)	50,000	Capital Support
(69) IN Center for Prevention of Youth Abuse & Suicide 4607 E 106th St Carmel,IN46033	35-2072683	501(c)(3)	23,000	Empowering Communities, Creating Circles of Safety for Youth
(70) Indiana Children's Wish Fund 7212 N Shadeland ave Suite 100 Indianapolis,IN46250	35-1610742	501(c)(3)	18,000	Support for 2 Disney Trips
(71) Indiana Historical Society Eugene Marilyn Glick Ind History 450 W Ohio St Indianapolis,IN462023269	35-0876384	501(c)(3)	18,000	To Be Used at the Organization's Discretion
(72) Indiana Peony Festival Inc 7161 Oakview Cir Noblesville,IN46062	86-2596916	501(c)(3)	15,000	Growing the Indiana Peony Festival
(73) Indiana Philanthropy Alliance 115 W Washington St Suite 950 Indianapolis,IN46204	35-1835134	501(c)(3)	13,150	HCCF 2024 membership dues
(74) Indiana Repertory Theatre Inc 140 W Washington St Indianapolis,IN462043465	35-1186290	501(c)(3)	29,000	To Be Used at the Organization's Discretion
(75) Indiana United Methodist Childrens Home Fnd 9333 N Meridian St Ste 222 Indianapolis,IN46260	47-0987110	501(c)(3)	25,000	To Be Used at the Organization's Discretion
(76) Indiana University Foundation 301 University Blvd Ste 1010 Campus Code INAD Indianapolis,IN46202	35-6018940	501(c)(3)	38,500	To Be Used at the Organization's Discretion
(77) Indiana Youth Shooting Sports Foundation 13800 Marilyn Rd Noblesville,IN46060	20-1492428	501(c)(3)	6,100	HC IWL Shooting Stations
(78) Indianapolis Hebrew Congregation 6501 N Meridian St Indianapolis,IN46260	35-0871004	501(c)(3)	5,790	To Be Used at the Organization's Discretion
(79) Indianapolis Motor Speedway Museum 4750 W 16th St Speedway,IN46222	35-6013771	501(c)(3)	50,000	The Stories Behind the Spectacle
(80) Indianapolis Symphony Orchestra 32 E Washington St Suite 600 Indianapolis,IN462042919	35-0998627	501(c)(3)	5,600	To Be Used at the Organization's Discretion
(81) IndyHumane 7929 N Michigan Rd Indianapolis,IN46268	35-0876385	501(c)(3)	10,200	To Be Used at the Organization's Discretion
(82) Innovative Hematology Inc 8326 Naab Rd Indianapolis,IN46260	92-3243582	501(c)(3)	50,000	Kenya Vaccine Program RSPO at Moi Teaching & Refer
(83) Institute for Affordable Transportation 5868 E 71st St Suite E-199 Indianapolis,IN46220	35-2133517	501(c)(3)	5,500	To Be Used at the Organization's Discretion
(84) Ivy Tech Foundation 2820 N Meridian St Floor 12 Indianapolis,IN46208	23-7073977	501(c)(3)	20,000	Support for Hamilton County Campus
(85) Janus Developmental Services Inc 1555 Westfield Rd Noblesville,IN46062	31-0963175	501(c)(3)	28,000	To Be Used at the Organization's Discretion
(86) Jewish Free Loan Chicago Inc 4411 N Ravenswood Ave Ste 300 Chicago,IL60640	92-0562371	501(c)(3)	10,000	General Operating
(87) Jewish United Fund of Chicago 30 S Wells St Ste 4059 Chicago,IL60606	36-2167034	501(c)(3)	25,000	General Operating
(88) Jupiter Medical Center Foundation Inc 1210 S Old Dixie Hwy Jupiter,FL33458	65-0132406	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(89) Kiwanis Foundation of Indianapolis 320 N Meridian S Suite 115 Indianapolis,IN462040170	35-6026247	501(c)(3)	7,000	To Be Used at the Organization's Discretion
(90) Life Centers 9511 Angola Ct Suite 215 Indianapolis,IN46268	31-1059740	501(c)(3)	17,500	GT Initiatives
(91) Link Observatory Space Science Institute Grand Universe Information Center 17219 Foundation Pkwy Ste 100-B Westfield,IN46074	45-5369783	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(92) Little Red Door Cancer Agency 1801 N Meridian St Indianapolis,IN46202	35-0914096	501(c)(3)	13,563	To Be Used at the Organization's Discretion
(93) Little Sisters of the Poor of Indy St Augustine Home 2345 W 86th St Indianapolis,IN462601981	35-1007734	501(c)(3)	9,500	To Be Used at the Organization's Discretion
(94) Make-A-Wish Ohio Kentucky & Indiana 6201 Corporate Dr Suite 100 Indianapolis,IN46278	34-1471131	501(c)(3)	6,000	To Be Used at the Organization's Discretion
(95) Marian University 3200 Cold Spring Rd Marian Hall Rm 103 Business Office Indianapolis,IN46222	35-0868175	501(c)(3)	8,000	To Be Used at the Organization's Discretion
(96) Meals on Wheels of Hamilton County 395 Westfield Rd Noblesville,IN460601425	35-1344488	501(c)(3)	42,000	To Be Used at the Organization's Discretion
(97) Mercy for Animals 1150 Conrad Ct Hagerstown,MD217405905	54-2076145	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(98) Mishkan Chicago 4001 N Ravenswood Ave Ste 101 Chicago,IL60613	45-4922824	501(c)(3)	10,000	Maggie's Place Chicago
(99) Muscular Dystrophy Family Foundation Inc PO Box 776 Carmel,IN46032	35-1040153	501(c)(3)	61,000	To Be Used at the Organization's Discretion
(100) National Multiple Sclerosis Society 733 Third Ave 3rd Floor New York,NY10017	13-5661935	501(c)(3)	6,500	Bike MS: Colorado 2024 - Audrey Williams - Team: Ain't Too Proud to SAG
(101) Nickel Plate Heritage Railroad Inc 701 Cicero Rd Noblesville,IN46060	27-2835920	501(c)(3)	15,000	Nickel Plate Express: Ready for Future Growth
(102) Noblesville Diversity Coalition Inc PO Box 1 Noblesville,IN46061	84-3716100	501(c)(3)	28,000	Creating belonging and connections, Growing understanding, Sustaining impact
(103) Noblesville Elementary Football League PO Box 805 Noblesville,IN46061	35-1762948	501(c)(3)	6,124	Charitable contribution
(104) Noblesville Main Street 839 Conner St Noblesville,IN460602613	35-1904785	501(c)(3)	32,500	2024 General Operating Support
(105) Noblesville Police Department 135 S 9th St Noblesville,IN46060	35-6001141	Public Agency	10,000	Heroes Fund
(106) Noblesville Schools Education Foundation 18025 River Rd Noblesville,IN46062	35-1714053	501(c)(3)	205,050	2024 Distribution
(107) Noblesville Sister Cities 16 S 10th St Noblesville,IN460602809	35-1762953	501(c)(3)	40,000	Hosting the 2025 Sister Cities Youth Exchange
(108) Noblesville Youth Assistance 17225 Kraft Ct Noblesville,IN46060	46-1165675	501(c)(3)	62,000	In conjunction with the Noblesville Elks Club - Thanksgiving Meal Support
(109) Northview Church 12900 Hazell Dell Pkwy Carmel,IN46033	31-1064174	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(110) Northwestern Memorial Foundation 541 N Fairbanks Ct Ste 800 Chicago,IL60611	36-3155315	501(c)(3)	250,000	Albert J Miller fellowship in clinical cardiology
(111) O'Connor House PO Box 1061 Carmel,IN460821061	20-5533460	501(c)(3)	9,000	To Be Used at the Organization's Discretion
(112) Original Music Workshop - National Sawdust 80 N 6th St Brooklyn,NY11249	27-2974840	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(113) Our Hospice of South Central Indiana 2626 E 17th St Columbus,IN472015417	35-1479425	501(c)(3)	47,682	Charitable contribution
(114) Our Lady of Grace Catholic Church 9900 E 191st St Noblesville,IN46060	35-1009271	501(c)(3)	17,500	To Be Used at the Organization's Discretion
(115) Our Lady of Grace Catholic School 9900 E 191st St Noblesville,IN46060	35-1009271	501(c)(3)	153,500	General Operating
(116) Our Lady of Mt Carmel School 14596 Oak Ridge Rd Carmel,IN46032	35-0996116	501(c)(3)	20,000	To Be Used at the Organization's Discretion
(117) Peyton Riekhof Foundation for Youth Hope 612 Tamenend Ct Fishers,IN46037	47-2002353	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(118) Prevail Inc 1100 S 9th St Suite 100 Noblesville,IN46060	35-1681864	501(c)(3)	45,551	2024 distribution
(119) PrimeLife Enrichment Inc 1078 Third Ave SW Carmel,IN46032	35-1411017	501(c)(3)	16,097	2024 Distribution
(120) Progeny Foundation Inc 2206 Beach Ave Indianapolis,IN46240	26-2837637	501(c)(3)	10,000	Team Training Cost
(121) Riley Children's Foundation PO Box 3356 Indianapolis,IN462063356	35-0868147	501(c)(3)	379,052	To Be Used at the Organization's Discretion
(122) Riverview Health Foundation 395 Westfield Rd Noblesville,IN46061	35-1378456	501(c)(3)	87,324	2024 Distribution
(123) Roberts Chapel Church & Burial Assoc Inc PO Box 561 Noblesville,IN46061	35-1595534	501(c)(13)	20,000	Legacy Walk Exhibit Improvements - Welcome & Donation Stations
(124) Sacred Heart of Jesus Catholic Church PO Box 889 Cicero,IN46034	35-1580671	Religious Org.	12,000	Sacred Heart Food Pantry
(125) Schwab Charitable Fund 211 Main St San Francisco,CA94105	31-1640316	501(c)(3)	1,103,015	Yeary Donor Advised Fund
(126) Second Helpings Inc The Eugene and Marilyn Glick Center 1121 Southeastern Ave Indianapolis,IN46202	35-1484281	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(127) Second Presbyterian Church 7700 N Meridian St Indianapolis,IN462603699	35-0868030	Religious Org.	14,000	To Be Used at the Organization's Discretion
(128) Sheridan Community Schools 24795 N Hinesley Rd Sheridan,IN46069	35-1097809	Educational Org.	15,500	Scholarship support
(129) Sheridan Youth Assistance 24185 Hinesley Rd Sheridan,IN46069	47-5310121	501(c)(3)	5,558	To Be Used at the Organization's Discretion
(130) Shriners Hospitals for Children Office of Development 2900 N Rocky Point Dr Tampa,FL33607	36-2193608	501(c)(3)	26,000	To Be Used at the Organization's Discretion
(131) Special Olympics Inc 2600 Virginia Ave NW Washington,DC20037	52-0889518	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(132) St John Neumann Catholic High School 3000 53rd St SW Naples,FL34116	59-2017451	501(c)(3)	15,000	To Be Used at the Organization's Discretion
(133) St Jude Children's Research Hospital 3091 E 98th St Suite 240 Indianapolis,IN46280	62-0646012	501(c)(3)	51,164	To Be Used at the Organization's Discretion
(134) St Louis de Montfort Catholic School 11421 Hague Rd Fishers,IN46038	35-1460853	Educational Org.	10,000	To Be Used at the Organization's Discretion
(135) St Maria Goretti Parish 17102 Springmill Rd Westfield,IN46074	53-0196617	501(c)(3)	6,000	To Be Used at the Organization's Discretion
(136) St Mary Catholic Church 820 W Madison St Alexandria,IN46001	35-0995546	Religious Org.	100,000	To Be Used at the Organization's Discretion
(137) St Vincent de Paul Noblesville 1391 Greenfield Ave Noblesville,IN46060	35-2307344	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(138) StartedUp Foundation Inc 1098 Pebble Brook Dr Noblesville,IN460628442	82-5058263	501(c)(3)	10,000	Sponsorship of John Moore (WHS) Fellowship
(139) Stephen Siller Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island,NY10306	02-0554654	501(c)(3)	26,000	To Be Used at the Organization's Discretion
(140) Student Impact of Westfield 536 N Union St P O Box 526 Westfield,IN46074	35-2091953	501(c)(3)	15,000	Middle School Leadership Development
(141) Tatum Parker Project 1341 Kirkham Ln Indianapolis,IN46260	45-5268324	501(c)(3)	25,000	To Be Used at the Organization's Discretion
(142) TechPoint Foundation for Youth DeveloperTown Ste 4 5255 Winthrop Ave Indianapolis,IN46220	35-2155455	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(143) TeenWorks 2820 Meridian St Ste 1250 Indianapolis,IN46208	46-2047309	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(144) Teter Organic Farm Noblesville First United Meth Chur 2051 Monument St Noblesville,IN460602445	35-1058569	501(c)(3)	17,000	Teter Organic Farm Community Impact Support
(145) The Children's Museum of Indianapolis 3000 N Meridian St PO Box 3000 Indianapolis,IN46208	35-0867985	501(c)(3)	200,000	Extraordinary Transformations
(146) The Children's TherAplay Foundation Inc 9919 Towne Rd Carmel,IN46032	35-2121568	501(c)(3)	30,000	To Be Used at the Organization's Discretion
(147) The Chris Center PO Box 500 Carmel,IN46082	86-2534147	501(c)(3)	6,000	To Be Used at the Organization's Discretion
(148) The Good Food Institute 1380 Monroe St NW Ste 229 Washington,DC20010	81-0840578	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(149) The Humane League PO Box 10476 Rockville,MD20849	04-3817491	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(150) The Milk Bank 8020 Castleway Dr Indianapolis,IN46250	20-1662573	501(c)(3)	13,545	Expand and sustain the volunteer program
(151) The Shepherd's Center of Hamilton County 1250 Conner St Noblesville,IN46060	31-1131854	501(c)(3)	61,230	2024 Distribution
(152) Trinity Free Clinic 1045 W 146th St Suite B Carmel,IN46032	35-2120420	501(c)(3)	121,000	To Be Used at the Organization's Discretion
(153) United States Masters Swimming Inc 1751 Mound St Suite 204 Sarasota,FL34236	31-0999051	501(c)(3)	20,820	2024 Distribution
(154) United Way of Central Indiana 2955 N Meridian St Ste 300 Indianapolis,IN46208	35-1007590	501(c)(3)	72,500	Please allocate matched founds equally between Girl Scouts of Central Indiana In
(155) United Way of Missoula County 412 W Alder Missoula,MT59802	81-0287854	501(c)(3)	53,270	Charitable contribution
(156) Venture Christian Church 14501 Hazel Dell Pkwy Carmel,IN46033	35-1447883	501(c)(3)	35,916	To Be Used at the Organization's Discretion
(157) Village of Merici 5707 Lawton Loop East Dr Box 22 Indianapolis,IN46216	43-2104075	501(c)(3)	20,000	To Be Used at the Organization's Discretion
(158) Visiting Nurse Service Inc 1300 Albany St Beech Grove,IN46107	35-0868199	501(c)(3)	16,626	Charitable contribution
(159) Visually Impaired Preschool Services - Ind 1212 Southeastern Ave Indianapolis,IN46202	61-1061973	501(c)(3)	20,500	General Operating
(160) Westfield Education Foundation 19500 Tomlinson Rd Ste B Westfield,IN46074	35-1709318	501(c)(3)	87,467	2024 Distribution
(161) Westfield Library Foundation 333 W Hoover St Westfield,IN46074	84-3494287	501(c)(3)	105,000	Capital Support
(162) Westfield Youth Assistance Westfield City Services Center 2728 E 171st St Westfield,IN46074	27-3540371	501(c)(3)	15,500	To Be Used at the Organization's Discretion
(163) WFYI Public Media 1630 N Meridian St Suite 2105 Indianapolis,IN46202	35-1147600	501(c)(3)	11,550	To Be Used at the Organization's Discretion
(164) Wheeler Mission Ministries 205 E New York St Indianapolis,IN46204	35-0888771	501(c)(3)	16,627	To Be Used at the Organization's Discretion
(165) Women's Care Center Inc 7625 Belair Rd Baltimore,MD21236	47-4122869	501(c)(3)	10,000	To Be Used at the Organization's Discretion
(166) Wounded Warrior Project 4899 Belfort Rd Suite 300 Jacksonville,FL32256	20-2370934	501(c)(3)	26,000	To Be Used at the Organization's Discretion
(167) Yampa Valley Community Foundation PO Box 881869 Steamboat Springs,CO80488	84-0794536	501(c)(3)	12,000	Catamount Scholarship Fund
(168) YMCA of Greater Indianapolis 6610 N Shadeland Ave Indianapolis,IN46220	35-0868211	501(c)(3)	9,218	2024 Distribution
(169) Young Life Foundation PO Box 5184 Harlan,IA51593	84-6041371	501(c)(3)	10,332	IN84 Carmel Operating support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

168

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) Scholarships	108	883,454
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds

WHEN MAKING A GRANT, THE FOUNDATION VERIFIES THE GRANTEE ORGANIZATION'S CHARITABLE STATUS AND THAT THE GRANTEE IS COMPLIANT WITH ALL CONDITIONS AND PAST GRANT REPORTING REQUIREMENTS. A LETTER ACCOMPANYING ALL GRANT PAYMENTS INCLUDES THE GRANT PURPOSE AND REPORTING REQUIREMENTS IF APPLICABLE (GREATER THAN $25,000). THE LETTER ALSO INCLUDES LANGUAGE THAT STATES THE GRANT MUST BE USED SOLELY FOR THE CHARITABLE PURPOSES DESCRIBED IN THE LETTER, AND THAT ANY UNUSED FUNDS MUST BE RETURNED TO THE FOUNDATION IMMEDIATELY UNLESS AN AMENDED GRANT PURPOSE IS AUTHORIZED BY THE FOUNDATION IN WRITING.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1THOMAS KILIAN PRESIDENT, HCCF (END 10/24)	(i) (ii)	294,352 ------------- 9,104	0 ------------- 0	0 ------------- 0	2,279 ------------- 70	22,209 ------------- 687	318,840 ------------- 9,861	0 ------------- 0
2DANIELLE STILES-POLK INTERIM PRESIDENT (EFFECTIVE 10/24)	(i) (ii)	146,434 ------------- 0	0 ------------- 0	0 ------------- 0	11,112 ------------- 0	23,043 ------------- 0	180,589 ------------- 0	0 ------------- 0
3ERIN TANNER CFO	(i) (ii)	20,392 ------------- 183,528	0 ------------- 0	0 ------------- 0	2,299 ------------- 20,693	1,735 ------------- 15,611	24,426 ------------- 219,832	0 ------------- 0
4Jennifer Turner VP of Philanthropy	(i) (ii)	7,467 ------------- 141,874	0 ------------- 0	0 ------------- 0	528 ------------- 10,034	1,662 ------------- 31,576	9,657 ------------- 183,484	0 ------------- 0
5JENNIFER SCHRIER SENIOR DIRECTOR OF FINANCE	(i) (ii)	13,553 ------------- 121,977	0 ------------- 0	0 ------------- 0	1,447 ------------- 13,025	3,606 ------------- 32,456	18,606 ------------- 167,458	0 ------------- 0
6Lacy Wooden VP for People and Culture	(i) (ii)	7,242 ------------- 137,590	0 ------------- 0	0 ------------- 0	494 ------------- 9,381	1,438 ------------- 27,330	9,174 ------------- 174,301	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 3 ESTABLISHING COMPENSATION OF CEO/EXECUTIVE DIRECTOR:	COMPENSATION IS ESTABLISHED BY CENTRAL INDIANA COMMUNITY FOUNDATION.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Part I

Types of Property

	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	13	1,835,263	Market value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Schedule M, Part I Explanations of reporting method for number of contributions	Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED FROM DONORS IN THIS COLUMN.

Schedule M (Form 990) (2024)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Return Reference	Explanation
Form 990, Part III, Line 1 ORGANIZATION MISSION:	1.) GRANTMAKING FROM A VARIETY OF FUNDS TO OTHER EFFECTIVE NOT-FOR-PROFITS 2.) COMMUNITY LEADERSHIP ON ISSUES LIKE MENTAL HEALTH, FAMILY & YOUTH EMPOWERMENT, AND INCLUSIVE ECONOMIC GROWTH 3.) PHILANTHROPIC ADVISING TO HELP PEOPLE MAKE THEIR CHARITABLE GIVING MORE THOUGHTFUL AND ENJOYABLE.
Form 990, Part V, Line 2a Number of Employees:	HAMILTON COUNTY COMMUNITY FUND (HCCF) EMPLOYEES ARE PAID THROUGH A COMMON PAYMASTER. THE CENTRAL INDIANA COMMUNITY FOUNDATION INC. IS THE COMMON PAYMASTER (CICF EIN #35-1793680). CICF FILES ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS, WHICH INCLUDE ALL HCCF EMPLOYEES.
Form 990, Part VI, Line 11b Review of form 990 by governing body	FOLLOWING A DETAILED REVIEW BY THE CHIEF FINANCIAL OFFICER AND AN INDEPENDENT ACCOUNTING FIRM, THE FORM 990 AND SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	CONFLICT OF INTEREST POLICIES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY OFFICERS OF HAMILTON COUNTY COMMUNITY FOUNDATION, INC. WHEN FOUNDATION BUSINESS IS BEING CONDUCTED AND THERE IS A CONFLICT, THE BOARD OR STAFF MEMBERS ABSTAIN FROM VOTING ON RELATED MATTERS. THIS IS DOCUMENTED IN THE BOARD MINUTES.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	COMPARATIVE COMPENSATION INFORMATION IS GATHERED BY THE HUMAN RESOURCES MANAGER AND USED TO DETERMINE APPROPRIATENESS OF INDIVIDUAL COMPENSATION FOR ALL EMPLOYEES AS PART OF THE ANNUAL REVIEW AND BUDGETING PROCESS. THIS REVIEW IS PERFORMED BY THE CEO AND CFO. THE CHAIRMAN OF THE BOARD PERFORMS A REVIEW AND MAKES A RECOMMENDATION FOR COMPENSATION ADJUSTMENTS FOR THE CEO. THE LAST REVIEW WAS CONDUCTED IN OCTOBER 2024.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Same as Form 990, Part VI, Line 15a.
Form 990, Part VI, Line 19 Required documents available to the public	THE PUBLIC DISCLOSURE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	TRANSFERS BETWEEN ENTITIES - -512; DEFINED-BENEFIT PENSION PLAN EXPENSE - 108280;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

HAMILTON COUNTY COMMUNITY FOUNDATION INC

Employer identification number

20-0900981

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) HCCF CHARITABLE HOLDINGS LLC 11810 TECHNOLOGY DRIVE FISHERS,IN46032 82-5251653	CHARITABLE	IN	16,927	353,297	HCCF

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)SHEEHAN CHARITABLE FOUNDATION 11810 TECHNOLOGY DRIVE FISHERS,IN46038 26-2865905	CHARITABLE	IN	501(c)(3)	Type I	HCCF	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) IMPACT CENTRAL INDIANA LLC 615 N ALABAMA ST SUITE 300 Indianapolis,IN46204 85-3170049	CHARITABLE	IN	NA	Excluded	31,679	451,536	Yes		0		No	4.83 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

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