Form 990 for tax year 2025
Filed by HERITAGE FUND SUPPORTING FOUNDATION INC.
Totals
- Total revenue
- $23,337
- Total expenses
- $42,828
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $27,000
- Investment income
- $7,737
- Other revenue
- -$11,400
- Total assets, end of year
- $889,418
- Total liabilities, end of year
- $4,230
- Net assets or fund balances, end of year
- $885,188
- Program services expenses (Part IX)
- $11,746
- Management and general expenses
- $23,209
- Fundraising expenses
- $7,873
- Program service expenses (Part III)
- $11,746
Program services were 27.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
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2a · Program service revenue: RENTAL INC FROM RELATE
total $27,000 · related or exempt $27,000
-
3 · Investment income
total $7,737 · excluded $7,737
-
6a · Gross rents
real property $83,701
-
6b · Less rental expenses
real property $95,101
-
6c · Rental income or loss
real property -$11,400
-
6d · Net rental income or loss
total -$11,400 · related or exempt -$11,400
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $271 · program services $27 · management and general $217 · fundraising $27
-
11g · Fees: other
total $3,881 · program services $3,881
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16 · Occupancy
total $3,485 · program services $871 · management and general $1,743 · fundraising $871
-
22 · Depreciation, depletion and amortization
total $16,567 · program services $4,142 · management and general $8,283 · fundraising $4,142
-
23 · Insurance
total $3,600 · management and general $3,600
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24a · Other expenses: REPAIRS AND MAINTENANCE
total $11,296 · program services $2,824 · management and general $5,648 · fundraising $2,824
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24b · Other expenses: PROPERTY TAX
total $2,540 · management and general $2,540
-
24c · Other expenses: PURCHASED SERVICES
total $1,177 · management and general $1,177
-
24e · All other expenses
total $11 · program services $1 · management and general $1 · fundraising $9
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $327,404 · end of year $302,969
-
4 · Accounts receivable
beginning of year $4,073 · end of year $3,013
-
9 · Prepaid expenses and deferred charges
beginning of year $298 · end of year $298
-
10a · Land, buildings and equipment: cost or other basis
$1,450,435
-
10b · Land, buildings and equipment: accumulated depreciation
$867,297
-
10c · Land, buildings and equipment, net
beginning of year $577,134 · end of year $583,138
-
17 · Accounts payable and accrued expenses
beginning of year $4,230 · end of year $4,230
-
27 · Net assets without donor restrictions
beginning of year $904,679 · end of year $885,188
Mission and programs · 2025
Mission
TO PROVIDE SUPPORTIVE SERVICES TO THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY.
Activities or mission (Part I)
TO PROVIDE SUPPORTIVE SERVICES TO THE OPERATIONS OF THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY, AN EXEMPT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE.
-
THE PURPOSE OF THE SUPPORTING FOUNDATION IS TO SUPPORT THE OPERATIONS OF THE HERITAGE FUND. THIS IS ACCOMPLISHED IN MANY WAYS.THE HERITAGE FUND SUPPORTING FOUNDATION ENCOURAGES AND RECEIVES SPECIAL LIFETIME GIFTS FOR THE BENEFIT OF HERITAGE FUND OF BARTHOLOMEW COUNTY, INC. THE SUPPORTING FOUNDATION ALSO DEVELOPED A FUND TO HELP SUPPORT AND SUSTAIN THE ACTIVITIES OF THE HERITAGE FUND, WHICH ARE NOT NORMALLY FUNDED IN ITS ANNUAL OPERATING BUDGET. ALSO, THE HERITAGE FUND SUPPORTING FOUNDATION ESTABLISHED A POLICY FOR THE HANDLING OF REAL ESTATE AND OTHER PROPERTIES WHICH COME TO THE FOUNDATION TO SUPPORT AND PROMOTE THE WORK OF THE HERITAGE FUND.
Expenses $11,746 · Revenue $15,600
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tracy SouzaTRACY SOUZA
PRESIDENT & CEO - PART YEAR
- Total calculated
- $129,850
- From this org
- $0
- From related orgs
- $122,500
- Other
- $7,350
- Hours/week
- 5 + 40 related
-
Edith BlakesleeEDITH BLAKESLEE
PRESIDENT & CEO - PART YEAR
- Total calculated
- $126,963
- From this org
- $0
- From related orgs
- $120,625
- Other
- $6,338
- Hours/week
- 5 + 40 related
-
Lori ThompsonLORI THOMPSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
Michelle SchaeferMICHELLE SCHAEFER
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
Phil LuziusPHIL LUZIUS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
Maggie KammanMAGGIE KAMMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
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 - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY
501(C)(3) · COUMMUNITY FOUNDATION · IN
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 10 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202612309349302756
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