HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY INC

EIN 351343903 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.

← All sponsors
DAF assets
$16.95M
at fiscal year end
Grants out
$1.24M
from DAF accounts
Contributions in
$677K
received into DAFs
Payout rate
7.3%
median is 12.5%
Accounts
41
funds held at year end
Average account
$413K
assets per fund

At 7.3%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$14.2M
FY2019
$10.6M
FY2020
$12.5M
FY2021
$11.0M
FY2022
$11.7M
FY2023
$17.0M
FY2024

Grants paid by year

$131K
FY2019
$305K
FY2020
$479K
FY2021
$285K
FY2022
$2.7M
FY2023
$1.2M
FY2024

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 289 grant lines totalling $22.7M across 2019–2024 — $78K per line.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Landmark Columbus FoundationEIN 842768314 IN$3.1M
Columbus Capital FoundationEIN 351852658 IN$2.8M
Columbus Learning Center Management CorpEIN 352120567 IN$2.2M
First Christian ChurchEIN 350913530 IN$1.9M
Foundation For YouthEIN 350873340 IN$1.8M
Bartholomew County Historical SocietyEIN 356054308 IN$1.1M
Columbus Indiana PhilharmonicEIN 351178268 IN$754K
Our Hospice Of South Central Indiana IncEIN 351479425 IN$718K
Columbus Regional Hospital FoundationEIN 356023714 IN$617K
KidscommonsEIN 352033887 IN$613K
Bartholomew Consolidated School CorpEIN 351113190 IN$510K
Turning PointColumbus Regional ShelterEIN 310993447 IN$483K
United Way Of Bartholomew County IncEIN 351132860 IN$380K
Columbus Area Chamber FoundationEIN 237282642 IN$369K
Office Of Downtown DevelopmentEIN 923609491 IN$289K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.