Cause IQ organization profile

Heritage Fund The Community Foundation of Bartholomew County

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Heritage Fund The Community Foundation of Bartholomew County is a community foundation based in Columbus, IN that was founded in 1976. As of 2019 they had $5.9 million in revenue and $67 million in assets.

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.

Previous legal names or variations of their name include: Heritage Fund Of Bartholomew County.

EIN:
35-1343903
City:
State:
Website:
Phone:
812-376-7772
Facebook:
Twitter:
Founded:
1976
Type:
501(c)(3)
NTEE:
Revenue:
$5,969,381
Assets:
$67,185,037
Employees:
8
Fiscal year end:
December
Revenue trends:
Asset trends:

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 ...

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

Fiscal year endingDate received by IRSFormPDF link
2018-12Oct 30, 2019990View PDF
2017-12Oct 16, 2018990View PDF
2016-12Oct 13, 2017990View PDF
2015-12Nov 2, 2016990View PDF
2014-12Sep 15, 2015990View PDF
...and five more Form 990 PDFs

Financials for Heritage Fund The Community Foundation of Bartholomew County

Field2018
Total grants, contributions, etc.$3,136,829
Program services$0
Investment income and dividends$2,865,814
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-45,990
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,728
Total revenues$5,969,381

Vendors for Heritage Fund The Community Foundation of Bartholomew County

VendorServicesAmount paidDate
WordPressContent management system software2020-06-16
███████CRM software2020-06-16
████ ███ ██ ███Tax accounting2019-08-22
██████ ███Software2018-09-08

Personnel at Heritage Fund The Community Foundation of Bartholomew County

NameTitleCompensationMost recent data
Tracy SouzaPresident and Chief Executive Officer$159,704Oct. 30, 2019
Celeste YonushonisDirector of Finance-Aug. 6, 2019
███████ ████Director of Development-Aug. 6, 2019
████ █████████Manager of Community Impact-Aug. 6, 2019
█████ ████Grants Manager-Nov. 2, 2017
███ █████Scholarship Manager-Aug. 6, 2019
████ ██ █████████Chair$0Aug. 6, 2019
███ ██████Vice - Chair$0Dec. 31, 2018
███ ████████Tresaurer$0Dec. 31, 2018
█████ █████Secretary$0Dec. 31, 2015
...and four more key personnel

Peer community foundations

 NameTypeRevenueLocation
1Jasper Newton Foundation501(c)(3)$1.8 millionRensselaer, IN
2The Indianapolis Foundation (CICF)501(c)(3)$23 millionIndianapolis, IN
3Community Foundation of Wabash County501(c)(3)$8.2 millionNorth Manchester, IN
4Steuben County Community Foundation501(c)(3)$3.4 millionAngola, IN
5Community Foundation of Whitley County501(c)(3)$4.7 millionColumbia City, IN
6Dearborn Community Foundation (DCF)501(c)(3)$2.6 millionLawrenceburg, IN
7Wells County Foundation501(c)(3)$2.3 millionBluffton, IN
8Tipton County Foundation (TCF)501(c)(3)$6.5 millionTipton, IN
9The Indianapolis Foundation (CICF)501(c)(3)$6.2 millionIndianapolis, IN
10Brown County Community Foundation501(c)(3)$2.7 millionNashville, IN
11Blue River Foundation501(c)(3)$2.9 millionShelbyville, IN
12Madison County Community Foundation Incorporated501(c)(3)$1.8 millionAnderson, IN
13Marshall County Community Foundation501(c)(3)$2.7 millionPlymouth, IN
14Legacy Foundation501(c)(3)$10 millionMerrillville, IN
15Greencroft Communities Foundation501(c)(3)$1.8 millionGoshen, IN
16The Putnam County Community Foundation501(c)(3)$4.4 millionGreencastle, IN
17Ohio County Community Foundation501(c)(3)$2.8 millionRising Sun, IN
18Western Indiana Community Foundation501(c)(3)$1.6 millionCovington, IN
19Unity Foundation of La Porte County501(c)(3)$3.8 millionMichigan City, IN
20Porter County Community Foundation501(c)(3)$4.9 millionValparaiso, IN
21Kosciusko County Community Foundation501(c)(3)$14 millionWarsaw, IN
22Wayne County Indiana Foundation501(c)(3)$8.0 millionRichmond, IN
23Community Foundation of Southern Indiana (CFSI)501(c)(3)$10 millionNew Albany, IN
24Adams County Community Foundation501(c)(3)$3.0 millionDecatur, IN
25The Community Foundation of Muncie and Delaware County501(c)(3)$6.1 millionMuncie, IN