2023-10-10T08:21:11-05:00 2022-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-01-01 352135816 HERITAGE FUND SUPPORTING FOUNDATION INC HERI 8123767772 538 FRANKLIN STREET COLUMBUS IN 47201 TRACY SOUZA PRESIDENT & CEO 8123767772 2023-08-25 1 TRACY SOUZA 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2023-08-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY SOUZA 538 FRANKLIN STREET COLUMBUS IN 47201 100987 0 X N/A X 2001 IN 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. 4 3 0 4 0 0 0 0 24000 27000 65 1251 -20793 -13905 3272 14346 0 0 0 0 0 0 0 0 7755 32673 40586 32673 40586 -29401 -26240 950392 925845 5540 7233 944852 918612 X TO PROVIDE SUPPORTIVE SERVICES TO THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY. 0 0 11633 13095 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. 11633 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 IN X STEPHANIE SEABORNE 8123767772 538 FRANKLIN STREET COLUMBUS IN 47201 ALICE JOHNSON CHAIR 2.00 1.50 X X 0 0 0 MATTHEW KIRR VICE CHAIR 2.00 1.50 X X 0 0 0 MICHELLE SCHAEFER TREASURER 2.00 1.50 X X 0 0 0 JOHN ELWOOD SECRETARY 2.00 1.50 X X 0 0 0 TRACY SOUZA PRESIDENT & CEO 5.00 40.00 X 0 185000 8325 0 185000 8325 0 0 1 0 0 RENTAL INC FROM RELATE 531120 27000 27000 27000 1251 1251 72736 86641 -13905 -13905 -13905 14346 13095 0 1251 279 28 223 28 3988 3988 11540 2885 5770 2885 1348 337 674 337 17516 4379 8758 4379 2112 2112 PROPERTY TAX 2848 2848 PURCHASED SERVICES 797 797 MISCELLANEOUS 158 16 16 126 40586 11633 21198 7755 222398 249823 80 3013 298 298 1397294 724583 727616 672711 950392 925845 5540 7233 5540 7233 X 944852 918612 944852 918612 950392 925845 -26240 0 X X 0 1 X 1 0 X X 1 HERITAGE FUND- THE COMMUNITY FD OF BARTHOLOMEW CO 351343903 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 110000 110000 1274123 711412 562711 13171 13171 0 672711 X PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. X X X 0 0 0 0 0 0 0 0 0 TRACY SOUZA PRESIDENT & CEO 0 185000 0 0 0 0 0 0 0 8325 0 193325 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CEO, THE BOARD CHAIR AND THE TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS THE AUDIT COMMITTEE UTILIZES TO REVIEW THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT AUDITORS HAS NOT CHANGED FROM THE PREVIOUS YEAR. HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY 538 FRANKLIN ST COLUMBUS IN 47201 351343903 COUMMUNITY FOUNDATION IN 501(C)(3) 170(B)(1) (A)(VI) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0