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Nonprofiteer
← HERITAGE FUND OF BARTHOLOMEW COUNTY INC

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

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.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202602309349302670

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