Heritage Fund - the Community Foundation
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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$110.3M
+11.0% YoY
Annual Giving
$5.4M
-9.5% YoY
Grant Count
71
+42.0% YoY
Avg Grant Size
$77K
-36.3% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $110,312,886 | $99,398,224 | $88,643,891 |
| Revenue | $10,015,349 | $9,729,076 | $14,883,686 |
| Expenses | $8,756,719 | $8,864,458 | $5,716,195 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,752,852 | $3,381,823 | $3,919,678 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
306 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Heritage Fund - the Community Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AIDA RAMIREZ | DIRECTOR | 1.5 | — |
| ANUJA MAZGAONKAR | DIRECTOR | 1.5 | — |
| BRAD DAVIS | DIRECTOR | 1.5 | — |
| CARL LIENHOOP | DIRECTOR | 1.5 | — |
| COURTNEY METZGER | DIRECTOR | 1.5 | — |
| FELIPE MARTINEZ | DIRECTOR | 1.5 | — |
| JEFF BROWN | DIRECTOR | 1.5 | — |
| JEFF WILTROUT | DIRECTOR | 1.5 | — |
| JIM ROBERTS | DIRECTOR | 1.5 | — |
| JOHN WHITTINGTON | DIRECTOR | 1.5 | — |
| JOHNNIE EDWARDS | DIRECTOR | 1.5 | — |
| KATHY OREN | DIRECTOR | 1.5 | — |
| KATIE GLICK | DIRECTOR | 1.5 | — |
| LORA MOUNT | DIRECTOR | 1.5 | — |
| MAGGIE KAMMAN | DIRECTOR | 1.5 | — |
| MARK STEWART | DIRECTOR | 1.5 | — |
| MARY FERDON | DIRECTOR | 1.5 | — |
| NICHOLAS SPRAGUE | DIRECTOR | 1.5 | — |
| REINHOLD HILL | DIRECTOR | 1.5 | — |
| SARLA KALSI | DIRECTOR | 1.5 | — |
| STEVE BAKER | DIRECTOR | 1.5 | — |
| TOM HARMON | DIRECTOR | 1.5 | — |
| TRACY HADDAD | DIRECTOR | 1.5 | — |
| LORI THOMPSON | CHAIR | 1.5 | — |
| ALICE JOHNSON | VICE CHAIR | 1.5 | — |
| PHIL LUZIUS | SECRETARY | 1.5 | — |
| MICHELLE SCHAEFER | TREASURER | 1.5 | — |
| TRACY SOUZA | PRESIDENT & CEO | 40 | $202,000 |
| KRISTIN MUNN | EMPLOYEE | 40 | $113,000 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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