Heritage Fund - the Community Foundation logo

Heritage Fund - the Community Foundation

Public charity · Grantmaker Columbus, IN EIN: 35-1343903 Website

Heritage Fund is a public charity based in Columbus, Indiana, and the community foundation of Bartholomew County. Established in 1976, it connects donors with causes and supports charitable work in the community through grantmaking, scholarships, and other activities.

Key facts about Heritage Fund - the Community Foundation

In short: Heritage Fund - the Community Foundation gave $4.3M across 64 grants in 2025 (avg $66K), mostly in Indiana. 25% of 2025 grantees were new. Source: 2025 IRS Form 990.

EIN
35-1343903
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$4,252,557
Grants made (2025)
64
Average grant
$66,446
Median grant
$19,919
New grantees (estimate)
25% first-time grantees (16 of 64, 2025)
Total assets
$128,030,247
Primary geography
Indiana (100% of itemized 2025 grant dollars)
Next open deadline
October 23, 2026 (David and Margaret Bottorff Math and Science Initiative for Elementary Teachers)

Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$128.0M

+16.1% YoY

Annual Giving

$4.3M

-21.9% YoY

Grant Count

64

-9.9% YoY

Avg Grant Size

$66K

-13.4% YoY

Is Heritage Fund - the Community Foundation open to new grantees?

25%

first-time grantees, 2025

In 2025, 16 of 64 grantees (25%) were first-time recipients. First grants averaged $18K; repeat grants $83K. How we count

Medians: $13K first-time, $25K repeat.

  • 72% of 2025 grantees were also funded in 2024. Method
  • Giving grew 39% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

Heritage Fund’s stated mission is to inspire generosity, gather and grow community leaders, and help ensure Bartholomew County is an exceptional place for all to live, learn, work, and play.

Its primary areas of impact are Youth Development; Downtown Vitality; and Arts, Culture, Architecture and Design. The website describes youth-development work in terms of early learning, youth mental health, and social-emotional learning. It also describes downtown work focused on developing community assets, and arts and culture work intended to sustain and expand local assets, programming, and collaboration. Secondary areas are Diversity, Equity, and Inclusion; Leadership Development; and Responsive Community Need.

The 2025 grants included support for organizations working in several areas. For example, Landmark Columbus Foundation describes its work as caring for and advancing Columbus’s cultural heritage through design; the Bartholomew County Historical Society says it discovers, collects, preserves, and shares local history; and the Bartholomew Consolidated School Foundation says it supports the school corporation and programs that help students achieve educational excellence. United Way of Bartholomew County describes its work around education, financial stability, health, and personal relationships.

Grantmaking

Heritage Fund reported 64 grants totaling **$4,252,557** in filing year 2025. The grants ranged from **$6,000 to $782,001**, with a median grant of **$19,918**. The largest awards included **$782,001** to Landmark Columbus Foundation, **$368,427** to Community Education Coalition, **$288,488** to Foundation for Youth, **$223,000** to the Office of Downtown Development, and **$211,781** to Bartholomew County Historical Society. The filing states the purpose for these awards as furthering each recipient’s exempt purpose.

Review Cycle

, with an LOI required one week before the application deadline. Both listed 2026 deadlines have passed as of September 28, 2026. The website says awards are announced approximately eight weeks after each deadline. Heritage Fund favors proposals that address community needs innovatively, collaborate, reach a broad segment of the community, encourage additional funding, avoid duplicating services, and plan for sustainability. It requires written grant applications and says significant grants require written closeout reports.

Open Grants

9 open opportunities from Heritage Fund - the Community Foundation

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Geographic Focus

Where this funder awards grants

The Community Fund guidelines identify Bartholomew County, Indiana, as the service area. The 2025 filing reports that 100% of grant dollars went to recipients in Indiana. Some separate opportunities extend beyond Bartholomew County: the AEI Youth Sports Fund covers Bartholomew and surrounding counties, and the Voelz, Reed, & Mount Foundation opportunity names multiple counties.

Grant Distribution by State

5states

Share of all 64 itemized 2025 grant dollars.

Cities

ColumbusIndianapolisHopeWashingtonBloomingtonDanvilleNorth VernonScottsburgFranklinIrvineBeverly HillsCliffordGreencastleLos AngelesNaplesNashville

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M37 grants201937 grants202061 grants202150 grants202250 grants202371 grants202464 grants2025

From 2019 to 2025, annual grant giving ranged from $2.0M (2020) to $6.0M (2023). In 2025 it made 64 grants totaling $4.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Landmark Columbus Foundation: $782KLandmark Columbus Foundation$782KCommunity Education Coalition: $368KCommunity Education Coalition$368KFoundation for Youth: $288KFoundation for Youth$288KOffice of Downtown Development: $223KOffice of Downtown Development$223KBartholomew County Historical Society: $212KBartholomew County HistoricalSociety$212KOur Hospice of South Central Indiana: $210KOur Hospice of South CentralIndiana$210KColumbus Indiana Philharmonic: $179KColumbus Indiana Philharmonic$179KBartholomew Consolidated School Corp: $165KBartholomew ConsolidatedSchool Corp$165KAsbury United Methodist Church: $156KAsbury United Methodist Church$156KBartholomew County Public Library: $150KBartholomew County PublicLibrary$150K

The largest 2025 recipient was Landmark Columbus Foundation ($782K). Together the top 10 received $2.7M.

Grant Size Distribution

296 grants across all recorded years

205<$50K36$50–100K38$100–250K9$250–500K5$500K–1M3$1–5M$5M+

The most common grant size was under $50K: 205 grants of 296 (69%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Landmark Columbus Foundation Columbus, INTo Further the Exempt Purpose of the Organization$782,001
Community Education Coalition Columbus, INTo Further the Exempt Purpose of the Organization$368,427
Foundation for Youth Columbus, INTo Further the Exempt Purpose of the Organization$288,488
Office of Downtown Development Columbus, INTo Further the Exempt Purpose of the Organization$223,000
Bartholomew County Historical Society Columbus, INTo Further the Exempt Purpose of the Organization$211,781
Our Hospice of South Central Indiana Columbus, INTo Further the Exempt Purpose of the Organization$209,586
Columbus Indiana Philharmonic Columbus, INTo Further the Exempt Purpose of the Organization$179,232
Bartholomew Consolidated School Corp Columbus, INTo Further the Exempt Purpose of the Organization$165,071
Asbury United Methodist Church Columbus, INTo Further the Exempt Purpose of the Organization$156,326
Bartholomew County Public Library Columbus, INTo Further the Exempt Purpose of the Organization$149,610

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants reported Grant count
2025 $128,030,247 $14,722,235 $8,226,853 $4,252,557 64
2024 $110,312,886 $10,015,349 $8,756,719 $5,444,983 71
2023 $99,398,224 $9,729,076 $8,864,458 $6,016,495 50
Revenue
Expenses
Net Investment Income
$0$5M$10M$15M$20M2019202020212022202320242025
Metric202520242023
Total Assets$128,030,247$110,312,886$99,398,224
Revenue$14,722,235$10,015,349$9,729,076
Expenses$8,226,853$8,756,719$8,864,458
Net Investment Income$6,031,834$3,752,852$3,381,823

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS August 18, 2026)
  2. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists these directors: Aida Ramirez, Anuja Mazgaonkar, Brad Davis, Carl Lienhoop, Chad Phillips, Courtney Metzger, Jeff Brown, Jeff Wiltrout, Jim Roberts, and John Whittington. The filing’s organizational narrative says the board is composed of 26 community leaders.

Heritage Fund - the Community Foundation is led by Tracy Souza, President & CEO - since 2025 (on filings since 2019); 4 of 30 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Tracy Souza

    President & CEO -

    President & CEO → President & CEO -, 2025

    On filings since 2019

    40 hrs/week

    $169K (2019) → $123K (2025)

  • Edith Blakeslee

    President & CEO -

    New on the 2025 filing

    40 hrs/week

    $121K (2025)

  • Lori Thompson

    Chair

    Director → Vice Chair, 2023

    Vice Chair → Chair, 2024

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Carl Lienhoop

    Director

    On filings since 2019

    1.5 hrs/week

    No compensation reported

  • Jim Roberts

    Director

    On filings since 2019

    1.5 hrs/week

    No compensation reported

  • Mark Stewart

    Director

    On filings since 2019

    1.5 hrs/week

    No compensation reported

  • Reinhold Hill

    Director

    On filings since 2019

    1.5 hrs/week

    No compensation reported

  • Tom Harmon

    Director

    On filings since 2019

    1.5 hrs/week

    No compensation reported

  • Jeff Brown

    Director

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Lora Mount

    Director

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Tracy Haddad

    Director

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Aida Ramirez

    Director

    On filings since 2021

    1.5 hrs/week

    No compensation reported

  • Brad Davis

    Director

    On filings since 2021

    1.5 hrs/week

    No compensation reported

  • Johnnie Edwards

    Director

    On filings since 2021

    1.5 hrs/week

    No compensation reported

  • Katie Glick

    Director

    On filings since 2021

    1.5 hrs/week

    No compensation reported

  • Nicholas Sprague

    Director

    On filings since 2021

    1.5 hrs/week

    No compensation reported

  • Anuja Mazgaonkar

    Director

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Sarla Kalsi

    Director

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Courtney Metzger

    Director

    On filings since 2023

    1.5 hrs/week

    No compensation reported

  • Jeff Wiltrout

    Director

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • John Whittington

    Director

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • Mary Ferdon

    Director

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • Steve Baker

    Director

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • Chad Phillips

    Director

    New on the 2025 filing

    1.5 hrs/week

    No compensation reported

  • Mandy Wyant

    Director

    New on the 2025 filing

    1.5 hrs/week

    No compensation reported

  • Kristin Munn

    Employee

    On filings since 2022

    40 hrs/week

    $102K (2022) → $118K (2025)

  • Stephanie Seaborne

    Employee

    New on the 2025 filing

    40 hrs/week

    $101K (2025)

  • Michelle Schaefer

    Vice Chair

    Director → Treasurer, 2021

    Treasurer → Vice Chair, 2025

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Phil Luzius

    Secretary

    Director → Secretary, 2024

    On filings since 2023

    1.5 hrs/week

    No compensation reported

  • Maggie Kamman

    Treasurer

    Director → Treasurer, 2025

    On filings since 2024

    1.5 hrs/week

    No compensation reported

Former officers (23)
  • Former: Alice Johnson (2019–2024) — Vice Chair
  • Former: Felipe Martinez (2019–2024) — Director
  • Former: Kathy Oren (2023–2024) — Director
  • Former: Jim Bickel (2019–2023) — Director
  • Former: Jim Lienhoop (2019–2023) — Director
  • Former: John Elwood (2019–2023) — Secretary
  • Former: Johnny Tsai (2019–2023) — Director
  • Former: John Burnett (2019–2022) — Director
  • Former: Mark Levett (2019–2022) — Director
  • Former: Matthew Kirr (2019–2022) — Vice Chair
  • Former: Jarvis Cooper (2019–2021) — Director
  • Former: Kelly Benjamin (2019–2021) — Director
  • Former: Norbert Nusterer (2019–2021) — Director
  • Former: Diane Doup (2019–2020) — Director
  • Former: Laura Leonard (2019–2020) — Director
  • Former: Tom Vujovich (2019–2020) — Treasurer
  • Former: Tony M. Gambaiani (2019–2020) — Vice Chair
  • Former: Wendy Elwood (2019–2020) — Director
  • Former: Amit Patel (2019) — Director
  • Former: Dave Barker (2019) — Director
  • Former: Ro Whittington (2019) — Director
  • Former: Tobi Herron (2019) — Director
  • Former: Victoria Craig Griffin (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Tracy Souza — President & CEO - Part Year: $123KTracy SouzaPresident & CEO - Part Year$123KEdith Blakeslee — President & CEO - Part Year: $121KEdith BlakesleePresident & CEO - Part Year$121KKristin Munn — Employee: $118KKristin MunnEmployee$118KStephanie Seaborne — Employee: $101KStephanie SeaborneEmployee$101K

The highest reported compensation on the 2025 filing was $123K, to Tracy Souza (President & CEO - Part Year). 4 officers or directors reported compensation on that filing.

Contact

Mailing address: 538 Franklin St, Columbus, IN 47202-1547
Phone: (812) 376-7772
Website: https://heritagefundbc.org

Frequently asked questions about Heritage Fund - the Community Foundation

How much does Heritage Fund - the Community Foundation give each year?

Heritage Fund - the Community Foundation gave $4.3M across 64 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $5.4M across 71 grants.

What is Heritage Fund - the Community Foundation's typical grant size?

Heritage Fund - the Community Foundation's median grant in 2025 was $19,919, and its average grant was $66,446, across 64 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Heritage Fund - the Community Foundation that year got $18K on average.

Where does Heritage Fund - the Community Foundation give grants?

Heritage Fund - the Community Foundation gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Columbus, IN (51 grants), Indianapolis, IN (5 grants) and Hope, IN (2 grants).

Who are Heritage Fund - the Community Foundation's largest grantees?

Heritage Fund - the Community Foundation's largest 2025 grantees include Landmark Columbus Foundation ($782,001), Community Education Coalition ($368,427) and Foundation for Youth ($288,488), according to its 2025 IRS Form 990. Together they received 34% of its itemized 2025 grant dollars.

How large is Heritage Fund - the Community Foundation?

Heritage Fund - the Community Foundation reported $128.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $14.7M.

What does Heritage Fund - the Community Foundation fund?

Heritage Fund’s stated mission is to inspire generosity, gather and grow community leaders, and help ensure Bartholomew County is an exceptional place for all to live, learn, work, and play. See mission & focus areas ↑

How do I apply for a grant from Heritage Fund - the Community Foundation?

Heritage Fund reported 64 grants totaling $4,252,557 in filing year 2025. The grants ranged from $6,000 to $782,001, with a median grant of $19,918. The largest awards included $782,001 to Landmark Columbus Foundation, $368,427 to Community Education Coalition, $288,488 to Foundation for Youth, $223,000 to the Office of Downtown Development, and $211,781 to Bartholomew County Historical Society.

What is Heritage Fund - the Community Foundation's EIN?

Heritage Fund - the Community Foundation's EIN (Employer Identification Number) is 35-1343903. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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