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HERITAGE FUND SUPPORTING FOUNDATION INC

EIN 35-2135816 COLUMBUS, IN

Browse the largest nonprofits in Indiana

Revenue 2025
$23,337
Expenses 2025
$42,828

Program services were 27.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T11
Classification
1000
Street
538 FRANKLIN ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Tracy 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 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 Thompson

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1.5 related
  • Michelle Schaefer

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1.5 related
  • Phil Luzius

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1.5 related
  • Maggie 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $23,337
    Expenses
    $42,828
    Contributions
    $0
    Grants paid
    $0
  • 2024
    Revenue
    $31,427
    Expenses
    $38,403
    Contributions
    $3,000
    Grants paid
    $0
  • 2023
    Revenue
    $28,997
    Expenses
    $35,954
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $14,346
    Expenses
    $40,586
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,272
    Expenses
    $32,673
    Assets (EOY)
    $950,392
  • 2020 · 990

    Revenue
    $28
    Expenses
    $34,899
    Assets (EOY)
    $980,616
  • 2019 · 990

    Revenue
    $221
    Expenses
    $34,294
    Assets (EOY)
    $1,013,581
  • 2018 · 990

    Revenue
    $9,230
    Expenses
    $30,256
    Assets (EOY)
    $1,047,654
  • 2017 · 990

    Revenue
    $22,613
    Expenses
    $32,856
    Assets (EOY)
    $842,829
  • 2016 · 990

    Revenue
    $5,325
    Expenses
    $31,817
    Assets (EOY)
    $854,754
  • 2015 · 990

    Revenue
    $271,707
    Expenses
    $36,589
    Assets (EOY)
    $881,023
  • 2014 · 990

    Revenue
    $48,412
    Expenses
    $56,582
    Assets (EOY)
    $642,723
  • 2013 · 990

    Revenue
    $39,391
    Expenses
    $52,038
    Assets (EOY)
    $650,570
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $18,143
    Assets (EOY)
    $664,482

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 11 November 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.