Nonprofit · EIN 35-2135816
HERITAGE FUND SUPPORTING FOUNDATION INC
Tax-exempt · COLUMBUS, IN 47201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $23,337 | $42,828 | -$19,491 | $889,418 | $4,230 | $885,188 |
| December 31, 2024 | 990 | $31,427 | $38,403 | -$6,976 | $908,909 | $4,230 | $904,679 |
| December 31, 2023 | 990 | $28,997 | $35,954 | -$6,957 | $916,315 | $4,660 | $911,655 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,000
- Investment income
- $7,737
- Net rental income
- -$11,400
- Other revenue
- -$11,400
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $271
- Occupancy
- $3,485
- Depreciation
- $16,567
- Program services (functional)
- $11,746
- Management and general (functional)
- $23,209
- Fundraising (functional)
- $7,873
Balance sheet and other
- Total assets, start of year
- $908,909
- Total assets, end of year
- $889,418
- Total liabilities, end of year
- $4,230
- Net assets, end of year
- $885,188
- Land, buildings and equipment
- $583,138
- Net assets without donor restrictions
- $885,188
- Gross receipts
- $118,438
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2001
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO - PART YEAR Trustee or director, Officer | 5 | $0 | $122,500 | $7,350 |
| EDITH BLAKESLEE | PRESIDENT & CEO - PART YEAR Trustee or director, Officer | 5 | $0 | $120,625 | $6,338 |
| LORI THOMPSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHELLE SCHAEFER | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHIL LUZIUS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MAGGIE KAMMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO Trustee or director, Officer | 5 | $0 | $202,000 | $12,204 |
| LORI THOMPSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALICE JOHNSON | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHELLE SCHAEFER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHIL LUZIUS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACY SOUZA | PRESIDENT & CEO Officer | 5 | $0 | $192,400 | $11,637 |
| ALICE JOHNSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LORI THOMPSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHELLE SCHAEFER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN ELWOOD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 538 FRANKLIN ST, COLUMBUS, IN 47201-6214
- In care of
- % SHARON STARK
- Principal officer (990 for 2025)
- EDITH BLAKESLEE, 538 FRANKLIN STREET, COLUMBUS, IN 47201
- Signed the 990
- EDITH BLAKESLEE, PRESIDENT & CEO
- Phone
- (812) 376-7772
- Return prepared by
- BLUE & CO LLC
Mission
TO PROVIDE SUPPORTIVE SERVICES TO THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY.
Program accomplishments
- THE PURPOSE OF THE SUPPORTING FOUNDATION IS TO SUPPORT THE OPERATIONS OF THE HERITAGE FUND. THIS IS ACCOMPLISHED IN MANY WAYS.THE HERITAGE FUND SUPPORTING FOUNDATION ENCOURAGES AND RECEIVES SPECIAL LIFETIME GIFTS FOR THE BENEFIT OF HERITAGE FUND OF BARTHOLOMEW COUNTY, INC. THE SUPPORTING FOUNDATION ALSO DEVELOPED A FUND TO HELP SUPPORT AND SUSTAIN THE ACTIVITIES OF THE HERITAGE FUND, WHICH ARE NOT NORMALLY FUNDED IN ITS ANNUAL OPERATING BUDGET. ALSO, THE HERITAGE FUND SUPPORTING FOUNDATION ESTABLISHED A POLICY FOR THE HANDLING OF REAL ESTATE AND OTHER PROPERTIES WHICH COME TO THE FOUNDATION TO SUPPORT AND PROMOTE THE WORK OF THE HERITAGE FUND.Expenses $11,746 · revenue $15,600
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
- 35-2135816
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $889,418
- Income (IRS master file)
- $118,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $23,337 | $42,828 | $889,418 | XML |
| 990 | December 2024 | $31,427 | $38,403 | $908,909 | XML |
| 990 | December 2023 | $28,997 | $35,954 | $916,315 | XML |
| 990 | December 2022 | $14,346 | $40,586 | $925,845 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 35-2135816).
Questions about HERITAGE FUND SUPPORTING FOUNDATION INC
- What is the EIN of HERITAGE FUND SUPPORTING FOUNDATION INC?
- The employer identification number (EIN) of HERITAGE FUND SUPPORTING FOUNDATION INC is 35-2135816.
- Is HERITAGE FUND SUPPORTING FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HERITAGE FUND SUPPORTING FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE FUND SUPPORTING FOUNDATION 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 SUPPORTING FOUNDATION 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 SUPPORTING FOUNDATION 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 SUPPORTING FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names EDITH BLAKESLEE.
- Who are the officers and directors of HERITAGE FUND SUPPORTING FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERITAGE FUND SUPPORTING FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $23,337, expenses of $42,828 and total assets of $889,418 at year end.
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