Nonprofit · EIN 35-1343903
HERITAGE FUND OF BARTHOLOMEW COUNTY INC
Also known as HERITAGE FUND-THE COMMUNITY FOUNDAT
Tax-exempt · COLUMBUS, IN 47201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $14,722,235 | $8,226,853 | $6,495,382 | $128,030,247 | $16,914,074 | $111,116,173 |
| December 31, 2024 | 990 | $10,015,349 | $8,756,719 | $1,258,630 | $110,312,886 | $14,044,481 | $96,268,405 |
| December 31, 2023 | 990 | $9,729,076 | $8,864,458 | $864,618 | $99,398,224 | $12,589,404 | $86,808,820 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $8,635,398
- Program service revenue
- $55,003
- Investment income
- $6,031,834
- Net gain from sales of assets
- $821,482
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,524,290
- Compensation of officers, directors and key employees
- $256,811
- Other salaries and wages
- $502,433
- Salaries, compensation and benefits (total)
- $890,517
- Professional fundraising fees
- $0
- Legal fees
- $1,074
- Accounting fees
- $31,404
- Occupancy
- $40,044
- Travel
- $2,290
- Depreciation
- $8,903
- Program services (functional)
- $7,408,675
- Management and general (functional)
- $464,321
- Fundraising (functional)
- $353,857
Balance sheet and other
- Total assets, start of year
- $110,312,886
- Total assets, end of year
- $128,030,247
- Total liabilities, end of year
- $16,914,074
- Net assets, end of year
- $111,116,173
- Land, buildings and equipment
- $26,642
- Publicly traded securities
- $120,468,197
- Net assets without donor restrictions
- $5,264,370
- Net assets with donor restrictions
- $105,851,803
- Gross receipts
- $18,484,700
- Employees
- 11
- Volunteers
- 75
- Year formed
- 1976
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO - PART YEAR Officer | 40 | $122,500 | $7,350 |
| EDITH BLAKESLEE | PRESIDENT & CEO - PART YEAR Officer | 40 | $120,625 | $6,338 |
| KRISTIN MUNN | EMPLOYEE Highest-paid employee | 40 | $117,520 | $7,051 |
| STEPHANIE SEABORNE | EMPLOYEE Highest-paid employee | 40 | $100,680 | $6,041 |
| AIDA RAMIREZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ANUJA MAZGAONKAR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRAD DAVIS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CARL LIENHOOP | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CHAD PHILLIPS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| COURTNEY METZGER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF BROWN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF WILTROUT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHN WHITTINGTON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNNIE EDWARDS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GLICK | DIRECTOR Trustee or director | 1.5 | $0 |
| LORA MOUNT | DIRECTOR Trustee or director | 1.5 | $0 |
| MANDY WYANT | DIRECTOR Trustee or director | 1.5 | $0 |
| MARK STEWART | DIRECTOR Trustee or director | 1.5 | $0 |
| MARY FERDON | DIRECTOR Trustee or director | 1.5 | $0 |
| NICHOLAS SPRAGUE | DIRECTOR Trustee or director | 1.5 | $0 |
| REINHOLD HILL | DIRECTOR Trustee or director | 1.5 | $0 |
| SARLA KALSI | DIRECTOR Trustee or director | 1.5 | $0 |
| STEVE BAKER | DIRECTOR Trustee or director | 1.5 | $0 |
| TOM HARMON | DIRECTOR Trustee or director | 1.5 | $0 |
| TRACY HADDAD | DIRECTOR Trustee or director | 1.5 | $0 |
| LORI THOMPSON | CHAIR Trustee or director, Officer | 1.5 | $0 |
| MICHELLE SCHAEFER | VICE CHAIR Trustee or director, Officer | 1.5 | $0 |
| PHIL LUZIUS | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| MAGGIE KAMMAN | TREASURER Trustee or director, Officer | 1.5 | $0 |
990 for the year ended December 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO Officer | 40 | $202,000 | $12,204 |
| KRISTIN MUNN | EMPLOYEE Highest-paid employee | 40 | $113,000 | $13,924 |
| AIDA RAMIREZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ANUJA MAZGAONKAR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRAD DAVIS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CARL LIENHOOP | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| COURTNEY METZGER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| FELIPE MARTINEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF BROWN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF WILTROUT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHN WHITTINGTON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNNIE EDWARDS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KATHY OREN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KATIE GLICK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| LORA MOUNT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MAGGIE KAMMAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MARK STEWART | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MARY FERDON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| NICHOLAS SPRAGUE | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| REINHOLD HILL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SARLA KALSI | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| STEVE BAKER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TOM HARMON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TRACY HADDAD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| LORI THOMPSON | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| ALICE JOHNSON | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| PHIL LUZIUS | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| MICHELLE SCHAEFER | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO Officer | 40 | $192,400 | $11,637 |
| AIDA RAMIREZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ANUJA MAZGAONKAR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRAD DAVIS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CARL LIENHOOP | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| COURTNEY METZGER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| FELIPE MARTINEZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF BROWN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JIM BICKEL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JIM LIENHOOP | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNNIE EDWARDS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHNNY TSAI | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KATHY OREN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KATIE GLICK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| LORA MOUNT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MARK STEWART | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| NICHOLAS SPRAGUE | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| PHIL LUZIUS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| REINHOLD HILL | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SARLA KALSI | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TOM HARMON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TRACY HADDAD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| ALICE JOHNSON | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| LORI THOMPSON | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JOHN ELWOOD | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| MICHELLE SCHAEFER | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 538 FRANKLIN ST, COLUMBUS, IN 47201-6214
- In care of
- % SHARON R STARK
- Principal officer (990 for 2025)
- EDITH BLAKESLEE, 538 FRANKLIN ST, COLUMBUS, IN 472021547
- Signed the 990
- EDITH BLAKESLEE, CEO
- Phone
- (812) 376-7772
- Website
- WWW.HERITAGEFUNDBC.ORG
- Return prepared by
- BLUE & CO LLC
Mission
TO INSPIRE GENEROSITY, TO GATHER AND GROW COMMUNITY LEADERS, AND TO ACT TO ENSURE THAT BARTHOLOMEW COUNTY IS ANEXCEPTIONAL PLACE FOR ALL TO LIVE, LEARN, WORK, AND PLAY.
Program accomplishments
- 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 26 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.Expenses $7,408,675 · grants $5,524,290 · revenue $55,003
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1343903
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $128,030,247
- Income (IRS master file)
- $18,484,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $14,722,235 | $8,226,853 | $128,030,247 | XML |
| 990 | December 2024 | $10,015,349 | $8,756,719 | $110,312,886 | XML |
| 990 | December 2023 | $9,729,076 | $8,864,458 | $99,398,224 | XML |
| 990 | December 2022 | $14,883,686 | $5,716,195 | $88,643,891 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1343903).
Questions about HERITAGE FUND OF BARTHOLOMEW COUNTY INC
- What is the EIN of HERITAGE FUND OF BARTHOLOMEW COUNTY INC?
- The employer identification number (EIN) of HERITAGE FUND OF BARTHOLOMEW COUNTY INC is 35-1343903.
- Is HERITAGE FUND OF BARTHOLOMEW COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to HERITAGE FUND OF BARTHOLOMEW COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE FUND OF BARTHOLOMEW COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE FUND OF BARTHOLOMEW COUNTY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE FUND OF BARTHOLOMEW COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERITAGE FUND OF BARTHOLOMEW COUNTY INC?
- The 990 for the year ended December 31, 2025 names EDITH BLAKESLEE.
- Who are the officers and directors of HERITAGE FUND OF BARTHOLOMEW COUNTY INC?
- The 990 for the year ended December 31, 2025 lists 30 people; 4 received compensation from the organization, the highest $122,500 (TRACY SOUZA, PRESIDENT & CEO - PART YEAR).
- How much revenue does HERITAGE FUND OF BARTHOLOMEW COUNTY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $14,722,235, expenses of $8,226,853 and total assets of $128,030,247 at year end.
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