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
Who funds Heritage Fund The Community Foundation of Bartholomew County
Grants from foundations and other nonprofits
Personnel at Heritage Fund The Community Foundation of Bartholomew County
Name | Title | Compensation | Date of data |
---|
Tracy Souza | Chief Executive Officer | $185,000 | 2023-08-28 |
Kristin Munn | Employee | $102,005 | 2022-12-31 |
Michelle Schaefer | Treasurer | $0 | 2022-12-31 |
Matthew Kirr | Vice Chair | $0 | 2022-12-31 |
Alice Johnson | Chair | $0 | 2022-12-31 |
...and 6 more key personnel |
Financials for Heritage Fund The Community Foundation of Bartholomew County
Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
---|
Total grants, contributions, etc. | $10,951,508 | $2,721,459 | 302.4% |
Program services | $0 | $0 | - |
Investment income and dividends | $2,598,701 | $4,258,345 | -39% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $1,320,977 | $2,817,043 | -53.1% |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $12,500 | $12,868 | -2.9% |
Total revenues | $14,883,686 | $9,809,715 | 51.7% |
Organizations like Heritage Fund The Community Foundation of Bartholomew County
Organization | Type | Location | Revenue |
---|
Inland Empire Community Foundation (TCF) | 501(c)(3) | Riverside, CA | $38,980,191 |
North Dakota Community Foundation (NDCF) | 501(c)(3) | Bismarck, ND | $17,535,116 |
La Crosse Community Foundation | 501(c)(3) | La Crosse, WI | $5,067,377 |
Los Altos Mountain View Community Foundation | 501(c)(3) | Los Altos, CA | $9,736,995 |
Community Foundation of North Central Massachusetts | 501(c)(3) | Fitchburg, MA | $8,936,344 |
Benton Community Foundation (BCF) | 501(c)(3) | Corvallis, OR | $3,953,490 |
New Mexico Community Foundation | 501(c)(3) | Santa Fe, NM | $8,692,740 |
North Carolina Community Foundation (NCCF) | 501(c)(3) | Raleigh, NC | $24,377,624 |
Rose Community Foundation | 501(c)(3) | Denver, CO | $37,727,275 |
Red Lodge Area Community Foundation | 501(c)(3) | Red Lodge, MT | $4,406,019 |
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 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/Â
- Phone
- (812) 376-7772
- Facebook page
- HeritageFundbcÂ
- Twitter profile
- @heritagefundbcÂ
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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