Heritage Fund - the Community Foundation
Heritage Fund is the community foundation of Bartholomew County, Indiana, established in 1976. As a 501(c)(3) organization, it serves as a catalyst for positive change by connecting donors with causes they care about and managing charitable giving within the county. The foundation operates from Columbus, Indiana, and has built nearly 50 years of philanthropic activity in the region.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Mission & Focus Areas
Mission Statement: To inspire generosity; 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.
Core Purpose: Heritage Fund provides responsible stewardship of gifts donated for broad charitable purposes, develops leadership to address community issues, serves as a catalyst for positive change in partnership with others, and promotes philanthropy broadly within the community.
Primary Areas of Impact (2026):
- Arts, Culture, Architecture and Design
- Downtown Vitality
- Youth Development
Secondary Areas of Impact:
- Diversity, Equity, Inclusion
- Leadership Development
- Responsive Community Need
Grantmaking
Heritage Fund manages a competitive grants process annually, distributing over $700,000 to local organizations through its grants programs.
Review Cycle
One week prior to application deadline
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Geographic Focus
Where this funder awards grants
Bartholomew County, Indiana, with some programs extending to surrounding counties.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $110,312,886
- Total Revenues: $10,015,349
- Total Expenses: $8,756,719
- Number of Employees: 10
As of 2023:
- Total Assets: $99,400,000
- Total Revenues: $9,730,000
- Total Expenses: $8,860,000
Heritage Fund operates a donor-advised fund through which donors can direct the distribution or investment of funds.
| 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
237 grants across all recorded years
Open Grants
11 open opportunities from Heritage Fund - the Community Foundation
AEI Youth Sports Fund
HERITAGE FUND - THE COMMUNITY FOUNDATION
Amount
Varies
Deadline
June 30, 2026
African American Foundation of Bartholomew County
HERITAGE FUND - THE COMMUNITY FOUNDATION
Amount
Varies
Deadline
Rolling / Open
Community Fund Grants
HERITAGE FUND - THE COMMUNITY FOUNDATION
Amount
Varies
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & 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 |
Contact Information
Address: 538 Franklin Street Columbus, IN 47201-6214
Phone: 812-376-7772
Website: heritagefundbc.org
EIN: 35-1343903
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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