HERITAGE FUND - THE COMMUNITY FOUNDATION
Data sourced from IRS 990 public filings
HERITAGE FUND - THE COMMUNITY FOUNDATION TO INSPIRE GENEROSITY, TO GATHER AND GROW COMMUNITY LEADERS, AND TO ACT TO ENSURE THAT BARTHOLOMEW COUNTY IS AN EXCEPTIONAL PLACE FOR ALL TO LIVE, LEARN, WORK, AND PLAY.
HERITAGE FUND - THE COMMUNITY FOUNDATION has received 15 grants from 11 known foundation funders. Revenue increased from $9,729,076 in 2023 to $10,015,349 in 2024. Most recent reported revenue: $10,015,349.
Annual Revenue
$10,015,349
Known Funders
11
Grants Received
15
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $10,015,349 | $8,756,719 | $110,312,886 |
| 2023 | $9,729,076 | $8,864,458 | $99,398,224 |
| 2022 | $14,883,686 | $5,716,195 | $88,643,891 |
| 2021 | $9,809,715 | $6,636,106 | $96,647,351 |
| 2020 | $11,114,759 | $4,199,751 | $88,845,797 |
| 2019 | $6,858,136 | $5,772,496 | $77,779,031 |
| 2018 | $5,969,381 | $6,211,686 | $67,185,037 |
| 2017 | $6,927,505 | $4,922,137 | $73,869,429 |
Top Funders
INDIANAPOLIS, IN
COHOES, NY
JENKINTOWN, PA
COHOES, NY
SOUTHEASTERN, PA
SOUTHEASTERN, PA
INDIANAPOLIS, IN
INDIANAPOLIS, IN
Showing top 10 of 11 funders.
Key Personnel
From 2024 IRS 990 filing
KRISTIN MUNN
EMPLOYEE
TRACY SOUZA
PRESIDENT & CEO
MICHELLE SCHAEFER
TREASURER
PHIL LUZIUS
SECRETARY
ALICE JOHNSON
VICE CHAIR
LORI THOMPSON
CHAIR
TRACY HADDAD
DIRECTOR
TOM HARMON
DIRECTOR
STEVE BAKER
DIRECTOR
SARLA KALSI
DIRECTOR
Showing 10 of 29 key personnel.
Frequently Asked Questions
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