Form 990 for tax year 2025
Filed by HERITAGE FUND OF BARTHOLOMEW COUNTY INC.
Totals
- Total revenue
- $14,722,235
- Total expenses
- $8,226,853
- Contributions and grants received
- $8,635,398
- Grants paid
- $5,524,290
- Program services expenses (Part IX)
- $7,408,675
- Management and general expenses
- $464,321
- Fundraising expenses
- $353,857
- Program service expenses (Part III)
- $7,408,675
Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
AIDA RAMIREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
ANUJA MAZGAONKAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
BRAD DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
CARL LIENHOOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
CHAD PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
COURTNEY METZGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
JEFF BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
JEFF WILTROUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
JIM ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
JOHN WHITTINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
JOHNNIE EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
KATIE GLICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
LORA MOUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
MANDY WYANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
MARK STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
MARY FERDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
NICHOLAS SPRAGUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
REINHOLD HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
SARLA KALSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
STEVE BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
TOM HARMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
TRACY HADDAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
LORI THOMPSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
MICHELLE SCHAEFER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
PHIL LUZIUS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
MAGGIE KAMMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
TRACY SOUZA
PRESIDENT & CEO - PART YEAR
- Total calculated
- $129,850
- From this org
- $122,500
- From related orgs
- $0
- Other
- $7,350
- Hours/week
- 40 + 5 related
-
EDITH BLAKESLEE
PRESIDENT & CEO - PART YEAR
- Total calculated
- $126,963
- From this org
- $120,625
- From related orgs
- $0
- Other
- $6,338
- Hours/week
- 40 + 5 related
-
KRISTIN MUNN
EMPLOYEE
- Total calculated
- $124,571
- From this org
- $117,520
- From related orgs
- $0
- Other
- $7,051
- Hours/week
- 40
-
STEPHANIE SEABORNE
EMPLOYEE
- Total calculated
- $106,721
- From this org
- $100,680
- From related orgs
- $0
- Other
- $6,041
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$782,001
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
$368,427
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
$288,488
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
OFFICE OF DOWNTOWN DEVELOPMENT
$223,000
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
OUR HOSPICE OF SOUTH CENTRAL INDIANA
$209,586
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
$179,232
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
BARTHOLOMEW CONSOLIDATED SCHOOL CORP
$165,071
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
ASBURY UNITED METHODIST CHURCH
$156,326
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
-
BARTHOLOMEW COUNTY PUBLIC LIBRARY
$149,610
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HERITAGE FUND SUPPORTING FOUNDATION
501(C)3 · SUPPORTING FOUNDATION · IN
-
COLUMBUS CAPITAL FOUNDATION INC
501(C)3 · SUPPORTING FOUNDATION · IN
-
LANDMARK COLUMBUS FOUNDATION INC
501(C)3 · SUPPORTING FOUNDATION · IN
Provenance
- Return type
- form_990
- Tax year
- 2025
- IRS schema version
- 2025v4.2
- Source object
- 202602309349302670
The source document this was parsed from is served over the API, which is where bulk and document access live.