Heritage Fund Of Bartholomew County Inc
EIN 351343903 · 501(c)(3) · Public charity · Columbus, IN · recognized 1975
- Assets
- $110M
- Revenue
- $10.0M
- Expenses
- $8.8M
- Investment income
- $3.8M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Tracy Souza | President & ceo | $202,000 | $12,204 |
| Kristin Munn | Employee | $113,000 | $13,924 |
| Michelle Schaefer | Treasurer | $0 | $0 |
| Phil Luzius | Secretary | $0 | $0 |
| Alice Johnson | Vice chair | $0 | $0 |
| Lori Thompson | Chair | $0 | $0 |
| Tracy Haddad | Director | $0 | $0 |
| Tom Harmon | Director | $0 | $0 |
| Steve Baker | Director | $0 | $0 |
| Sarla Kalsi | Director | $0 | $0 |
| Reinhold Hill | Director | $0 | $0 |
| Nicholas Sprague | Director | $0 | $0 |
| Mary Ferdon | Director | $0 | $0 |
| Mark Stewart | Director | $0 | $0 |
| Maggie Kamman | Director | $0 | $0 |
| Lora Mount | Director | $0 | $0 |
| Katie Glick | Director | $0 | $0 |
| Kathy Oren | Director | $0 | $0 |
| Johnnie Edwards | Director | $0 | $0 |
| John Whittington | Director | $0 | $0 |
| Jim Roberts | Director | $0 | $0 |
| Jeff Wiltrout | Director | $0 | $0 |
| Jeff Brown | Director | $0 | $0 |
| Felipe Martinez | Director | $0 | $0 |
| Courtney Metzger | Director | $0 | $0 |
| Carl Lienhoop | Director | $0 | $0 |
| Brad Davis | Director | $0 | $0 |
| Anuja Mazgaonkar | Director | $0 | $0 |
| Aida Ramirez | Director | $0 | $0 |