HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC
538 FRANKLIN ST, COLUMBUS, IN 472021547 www.heritagefundbc.org

Total Revenue
$6,858,136
Total Expenses
$5,772,496
Net Assets
$65,929,498

Organizations Filed Purposes: HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY IS CREATED PRIMARILY TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR BROAD CHARITABLE PURPOSES; DEVELOP LEADERSHIP TO ADDRESS COMMUNITY ISSUES; SERVE AS A CATALYST FOR POSITIVE CHANGE IN BARTHOLOMEW COUNTY; PROMOTE PHILANTHROPY BROADLY WITHIN THE COMMUNITY.

TO (1) PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR BROAD CHARITABLE PURPOSES; (2) PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES; AND (3) SERVE AS A CATALYST FOR POSITIVE CHANGE AND 4) PROMOTE PHILANTHROPY WITHIN THE COMMUNITY.

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 28 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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Tracy SouzaPRESIDENT & CEO40$169,447
Tony M GambaianiCHAIR1.5$0
Ro WhittingtonDIRECTOR1.5$0
Diane DoupDIRECTOR1.5$0
Reinhold HillDIRECTOR1.5$0
Jarvis CooperDIRECTOR1.5$0
Jim BickelDIRECTOR1.5$0
Mark StewartDIRECTOR1.5$0
John BurnettDIRECTOR1.5$0
John ElwoodDIRECTOR1.5$0
Johnny TsaiDIRECTOR1.5$0
Amit PatelDIRECTOR1.5$0
Victoria Craig GriffinDIRECTOR1.5$0
Jim RobertsDIRECTOR1.5$0
Wendy ElwoodDIRECTOR1.5$0
Norbert NustererDIRECTOR1.5$0
Kelly BenjaminDIRECTOR1.5$0
Laura LeonardDIRECTOR1.5$0
Mark LevettDIRECTOR1.5$0
Jim LienhoopDIRECTOR1.5$0
Felipe MartinezDIRECTOR1.5$0
Dave BarkerDIRECTOR1.5$0
Tobi HerronDIRECTOR1.5$0
Carl LienhoopDIRECTOR1.5$0
Tom HarmonDIRECTOR1.5$0
Alice JohnsonSECRETARY1.5$0
Tom VujovichTREASURER1.5$0
Matthew KirrVICE-CHAIR1.5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202032449349301208_public.xml