EIN 35-1343903

Heritage Fund The Community Foundation of Bartholomew County

IRS 501(c) type
501(c)(3)
Num. employees
10
State
Year formed
1976
Most recent tax filings
2022-12-01
NTEE code, primary
Description
To provide responsible stewardship of gifts donated for broad charitable purposes, develop leadership to address community issues, serve as a catalyst for positive change in partnership with others, promote philanthropy broadly within the community.
Also known as...
Heritage Fund of Bartholomew County
Total revenues
$14,883,686
2022
Total expenses
$5,716,195
2022
Total assets
$88,643,891
2022
Num. employees
10
2022

Program areas at Heritage Fund The Community Foundation of Bartholomew County

Heritage Fund is The Community Foundation of Bartholomew County. The Foundation exists solely for The betterment of The Community. Its mission is to provide responsible stewardship of gifts donated for broad charitable purposes, to develop leadership to address Community issues, to serve as a catalyst for positive change in partnership with others, and to promote philanthropy within The Community. Each year, Heritage Fund manages a competitive grants process for over $500,000 in unrestricted dollars from The Community Fund in The areas of opportunity, positive change, Community investment, and organizational excellence. The Foundation is The key administrator of scholarships for high school seniors in Bartholomew County, and conducts The annual selection process for two lilly scholarships. Heritage Fund serves as fiscal sponsor for important Community projects, two of which are The construction of The commons in 2011, and landmark columbus, a celebration of The design Heritage of columbus in 2017. Distribution from The foundations many donor advised, designated, agency and field of interest funds support a broad variety of charitable purposes.the Heritage Fund board is composed of 28 Community leaders. The Foundation employs 6 professionals, and enlists The aid of over 50 volunteers who serve on development, grants, outreach, finance and audit, investment and scholarship committees.

Grants made by Heritage Fund The Community Foundation of Bartholomew County

GranteeGrant descriptionAmount
Landmark Columbus FoundationTo Further the Exempt Purpose of the Organization$542,950
Community Education CoalitionTo Further the Exempt Purpose of the Organization$389,106
Foundation for Youth of Bartholomew CountyTo Further the Exempt Purpose of the Organization$362,919
...and 44 more grants made totalling $2,993,764

Who funds Heritage Fund The Community Foundation of Bartholomew County

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Lilly EndowmentEmployee Matching Gift(s)$225,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$224,500
The Ayco Charitable FoundationCommunity & Human Services$106,150
...and 9 more grants received

Personnel at Heritage Fund The Community Foundation of Bartholomew County

NameTitleCompensation
Tracy SouzaChief Executive Officer$185,000
Kristin MunnEmployee$102,005
Michelle SchaeferTreasurer$0
Matthew KirrVice Chair$0
Alice JohnsonChair$0
...and 6 more key personnel

Financials for Heritage Fund The Community Foundation of Bartholomew County

RevenuesFYE 12/2022
Total grants, contributions, etc.$10,951,508
Program services$0
Investment income and dividends$2,598,701
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,320,977
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,500
Total revenues$14,883,686

Form 990s for Heritage Fund The Community Foundation of Bartholomew County

Fiscal year endingDate received by IRSFormPDF link
2022-122023-08-28990View PDF
2021-122022-08-30990View PDF
2020-122021-08-27990View PDF
2019-122020-12-14990View PDF
2018-122019-10-30990View PDF
...and 9 more Form 990s
Data update history
October 30, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 29, 2023
Updated personnel
Identified 2 new personnel
August 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 27, 2023
Received grants
Identified 5 new grant, including a grant for $225,000 from Lilly Endowment
May 11, 2023
Received grants
Identified 2 new grant, including a grant for $7,316 from United Way of Bartholomew County
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsState / local levelEndowed supportProvides scholarshipsTax deductible donationsFiscal sponsor
General information
Address
538 Franklin St
Columbus, IN 47201
Metro area
Columbus, IN
County
Bartholomew County, IN
Website URL
heritagefundbc.org/ 
Phone
(812) 376-7772
Facebook page
HeritageFundbc 
Twitter profile
@heritagefundbc 
IRS details
EIN
35-1343903
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1976
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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