Mission
TO INSPIRE GENEROSITY, TO GATHER AND GROW COMMUNITY LEADERS, AND TO ACT TO ENSURE THAT BARTHOLOMEW COUNTY IS ANEXCEPTIONAL PLACE FOR ALL TO LIVE, LEARN, WORK, AND PLAY.
Community Foundation
HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC
Based in COLUMBUS, IN, HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC operates as a Community Foundation. The organization reported $14.7M in revenue, $8.2M in expenses, $128.0M in total assets for fiscal year 2025. Imperigo tracks 80 reported grant relationships connected to this organization totaling approximately $5.8M.
EIN: 351343903
COLUMBUS, IN
Community Foundations
NTEE: T31
Latest filing: 2025
Total Revenue$14.7M
Total Expenses$8.2M
Total Assets$128.0M
Grant Records80
Funding Total$5.8M
Filing Years2021–2025
Where $100 goes at Heritage Fund - the Community Foundation of Bartholomew County Inc
How Heritage Fund - the Community Foundation of Bartholomew County Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$91
Programs
the work itself
$5
Management
running the organization
$4
Fundraising
raising the next dollar
Inside the $91 for programs
$91
Heritage fund is the community foundation of bartholomew county
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
DISTRIBUTION OF NET ASSETS
$336,882
TEACH KITCHEN NEXUS
$100,000
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
$50,000
COMMUNITY & HUMAN SERVICES
$23,000
GENERAL SUPPORT
$10,000
Showing up to 5 of 80 total records — full history available with membership.
Officers & Directors
DIRECTOR
Aida Ramirez
DIRECTOR
Anuja Mazgaonkar
DIRECTOR
Brad Davis
DIRECTOR
Carl Lienhoop
DIRECTOR
Chad Phillips
DIRECTOR
Courtney Metzger
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $14.7M | $8.2M | $128.0M |
| 2024 | $10.0M | $8.8M | $110.3M |
| 2023 | $9.7M | $8.9M | $99.4M |
| 2022 | $14.9M | $5.7M | $88.6M |
| 2021 | $9.8M | $6.6M | $96.6M |
Between 2021 and 2025, reported annual revenue grew from $9.8M to $14.7M (+50%), with total assets most recently reported at $128.0M.
Interactive year-over-year charts and full filing details available with membership.