NonprofitsHeritage Fund Of Bartholomew County Inc

Community Foundations

Heritage Fund Of Bartholomew County Inc

COLUMBUS, IN

Total revenue

$10.0M

Total expenses

$8.8M

Net assets

$96.3M

Grants received

$4.9M

70 grants

EIN

351343903

Tax year

2024

Mission

To inspire generosity, to gather and grow community leaders, and to act to ensure that bartholomew county is an exceptional place for all to live, learn, work, and play.

Financials

FY 2024

Revenue

Contributions & grants$6.2M
Program service revenue
Investment income$3.8M
Other revenue$13K
Total revenue$10.0M

Expenses

Grants paid$6.6M
Salaries & benefits$765K
Fundraising$339K
Other expenses$1.4M
Total expenses$8.8M
Total assets$110.3M
Net assets$96.3M

People

29 listed

NameRoleCompensation

TRACY SOUZA

PRESIDENT & CEO

Board

$202K

40 hrs/wk

BRAD DAVIS

DIRECTOR

Board

1.5 hrs/wk

CARL LIENHOOP

DIRECTOR

Board

1.5 hrs/wk

COURTNEY METZGER

DIRECTOR

Board

1.5 hrs/wk

FELIPE MARTINEZ

DIRECTOR

Board

1.5 hrs/wk

JEFF BROWN

DIRECTOR

Board

1.5 hrs/wk

JEFF WILTROUT

DIRECTOR

Board

1.5 hrs/wk

JIM ROBERTS

DIRECTOR

Board

1.5 hrs/wk

JOHN WHITTINGTON

DIRECTOR

Board

1.5 hrs/wk

JOHNNIE EDWARDS

DIRECTOR

Board

1.5 hrs/wk

KATHY OREN

DIRECTOR

Board

1.5 hrs/wk

KATIE GLICK

DIRECTOR

Board

1.5 hrs/wk

LORA MOUNT

DIRECTOR

Board

1.5 hrs/wk

AIDA RAMIREZ

DIRECTOR

Board

1.5 hrs/wk

MARK STEWART

DIRECTOR

Board

1.5 hrs/wk

MARY FERDON

DIRECTOR

Board

1.5 hrs/wk

NICHOLAS SPRAGUE

DIRECTOR

Board

1.5 hrs/wk

REINHOLD HILL

DIRECTOR

Board

1.5 hrs/wk

SARLA KALSI

DIRECTOR

Board

1.5 hrs/wk

STEVE BAKER

DIRECTOR

Board

1.5 hrs/wk

TOM HARMON

DIRECTOR

Board

1.5 hrs/wk

TRACY HADDAD

DIRECTOR

Board

1.5 hrs/wk

LORI THOMPSON

CHAIR

Board

1.5 hrs/wk

ALICE JOHNSON

VICE CHAIR

Board

1.5 hrs/wk

PHIL LUZIUS

SECRETARY

Board

1.5 hrs/wk

MICHELLE SCHAEFER

TREASURER

Board

1.5 hrs/wk

MAGGIE KAMMAN

DIRECTOR

Board

1.5 hrs/wk

ANUJA MAZGAONKAR

DIRECTOR

Board

1.5 hrs/wk

KRISTIN MUNN

EMPLOYEE

Staff

$113K

40 hrs/wk

Grants received

Showing 70 of 70

FromAmountPurposeYear
$100K
TEACHING KITCHEN NEXUS PARK
2024
$50K
MATCHING GRANT
2024
$39K
COMMUNITY & HUMAN SERVICES
2024
$30K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$30K
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
2024
$15K
Love Where You Live
2024
$15K
UNRESTRICTED GENERAL SUPPORT
2024
$10K
TO SUPPORT THE HERITAHE FUND IN ITS ACTIVITIES
2024
$10K
PHILANTHROPY
2024
$500K
CHARITABLE - RESTORATION OF SAARINEN TOWER
2023
$245K
EARLY YEARS INITIATIVE
2023
$242K
For grant recipient's exempt purposes
2023
$100K
HUMAN SERVICES
2023
$80K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$80K
INDIANA COMMUNITY FDN INITIATIVE
2023
$62K
COMMUNITY & HUMAN SERVICES
2023
$60K
INDIANA COMMUNITY FDN INITIATIVE
2023
$25K
Capital support for The Crump theatre
2023
$12K
UNRESTRICTED GENERAL SUPPORT
2023
$7K
PUBLIC, SOCIETAL BENEFIT
2023
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5K
CHARITABLE PURPOSES
2023
$225K
EMPLOYEE MATCHING GIFT(S)
2022
$194K
For grant recipient's exempt purposes
2022
$106K
COMMUNITY & HUMAN SERVICES
2022
$105K
Love Where You Live
2022
$32K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$20K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
Healthy Lifestyles support including park equipment upgrades and safety projects and wellness initiatives for underserved populations.
2022
$7K
DONOR DESIGNATED FOR GENERAL SUPPORT
2022
$5K
CHARITABLE PURPOSES
2022
$225K
For grant recipient's exempt purposes
2021
$225K
For grant recipient's exempt purposes
2021
$100K
PUBLIC, SOCIETAL BENEFIT
2021
$62K
For recipient's exempt purpose
2021
$7K
DONOR DESIGNATED FOR GENERAL SUPPORT
2021
$5K
CHARITABLE PURPOSES
2021
$150
MEMORIAL
2021
$102K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$100K
For grant recipient's exempt purposes
2020
$30K
COMMUNITY & HUMAN SERVICES
2020
$27K
PUBLIC, SOCIETAL BENEFIT
2020
$25K
Covid-19 assistance for staff members providing park services (PPE, cleaning supplies).
2020
$20K
UNRESTRICTED GENERAL SUPPORT
2020
$16K
DONOR DESIGNATED FOR GENERAL SUPPORT
2020
$10K
TO PROVIDE FINANCIAL ASSISTANCE DURING THE COVID-19 PANDEMIC
2020
$5K
CHARITABLE PURPOSES
2020
$350
EMPLOYEE MATCHING GIFTS
2020
$100
EMPLOYEE MATCHING GIFTS
2020
$170K
Landmark Columbus-Waterside Design
2019
$130K
For grant recipient's exempt purposes
2019
$50K
TO FURTHER THE TAX EXEMPT PURPOSE OF THE ORGANIZATION
2019
$30K
COMMUNITY & HUMAN SERVICES
2019
$40K
TO FURTHER THE TAX EXEMPT PURPOSE OF THE ORGANIZATION
2018
$38K
For grant recipient's exempt purposes
2018
$27K
DONOR DESIGNATED FOR GENERAL SUPPORT
2018
$10K
PUBLIC, SOCIETAL BENEFIT
2018
$587K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$25K
Immigrants Rising
2017
$10K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$4.9M from 27 funders · 70 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$1.7M · 8 grants · 2017–2023

Jeffris Family Foundation Ltd

$500K · 1 grant · 2023

Lilly Endowment Inc

$365K · 3 grants · 2022–2023

Central Indiana Community Foundation Inc

$335K · 5 grants · 2019–2024

Vanguard Charitable Endowment Program

$275K · 4 grants · 2020–2023

The Ayco Charitable Foundation

$267K · 5 grants · 2019–2024

Early Learning Indiana Inc

$245K · 1 grant · 2023

Details

EIN351343903
NTEE codeT310
Subsection03
Ruling date1975-08
Formed1976
Employees10
Volunteers75
HERITAGE FUND OF BARTHOLOMEW COUNTY INC — Mission, Financials & Grants Received | Grantivo