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HERITAGE FUND OF BARTHOLOMEW COUNTY INC

EIN 35-1343903 COLUMBUS, IN

Revenue 2025
$14,722,235
Expenses 2025
$8,226,853

Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T310
Classification
2000
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).

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.

  • 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

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $14,722,235
    Expenses
    $8,226,853
    Contributions
    $8,635,398
    Grants paid
    $5,524,290
  • 2024
    Revenue
    $10,015,349
    Expenses
    $8,756,719
    Contributions
    $6,249,997
    Grants paid
    $6,572,862
  • 2023
    Revenue
    $9,729,076
    Expenses
    $8,864,458
    Contributions
    $6,318,772
    Grants paid
    $6,932,252
  • 2022
    Revenue
    $14,883,686
    Expenses
    $5,716,195
    Contributions
    $10,951,508
    Grants paid
    $4,160,384

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.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

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 10 September 2026, under deductibility PC.

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.