How much did HERITAGE FUND - THE COMMUNITY FOUNDATION grant in FY2024?

HERITAGE FUND - THE COMMUNITY FOUNDATION reported 71 grants totaling $6,572,862 in its FY2024 IRS filing.

Where is HERITAGE FUND - THE COMMUNITY FOUNDATION based?

HERITAGE FUND - THE COMMUNITY FOUNDATION is based in IN.

HERITAGE FUND - THE COMMUNITY FOUNDATION

Foundation Dossiers Also receives grants — funding profile →

· Community foundation

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.

$6.6M

Granted FY2024

Grants

Communities

$697k

Largest

01What you fund

0167% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.

Education$6.7MArts & Culture$3.8MYouth Development$2.4MHuman Services$2.0MHealth$1.2MPhilanthropy$582kCommunity Improvement$445kCrime & Legal$192kCivil Rights$188kOther$9.2M

02FY2024 · 71 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k14 grants · $94k
$10k–50k34 grants · $750k
$50k–250k19 grants · $2.6M
$250k+4 grants · $2.0M

$24,059

Median grant

States reached

$110M

Total assets

Largest grants

COLUMBUS CAPITAL FOUNDATION$697,299
LANDMARK COLUMBUS FOUNDATION$474,650
FOUNDATION FOR YOUTH$471,559
COMMUNITY EDUCATION COALITION$403,678
COLUMBUS CRUMP LLC$218,204
BARTHOLOMEW COUNTY HISTORICAL SOCIETY$196,946
OFFICE OF DOWNTOWN DEVELOPMENT$189,000
FAMILY SCHOOL PARTNERS BCSC$186,572
BARTHOLOMEW COUNTY PUBLIC LIBRARY$181,684
OUR HOSPICE OF SOUTH CENTRAL INDIANA$170,606
KIDSCOMMONS$169,347
COLUMBUS INDIANA PHILHARMONIC$158,183
ASBURY UNITED METHODIST CHURCH$137,931
COLUMBUS REGIONAL HEALTH FOUNDATION$135,973
FIRST CHRISTIAN CHURCH$130,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–24, $1.9M) land where the poverty rate runs at 13% — the area typically sits at 11%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve funded before.

$26M · 69 repeat orgs$1.1M to everyone else

69 repeat relationships — 55 still active in FY2024, 14 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$26M

$771k

Median revenue growth · since first grant

+56%

+60%

Still filing today

75%

32%

New vs renewed · share of each year

In FY2024, 94% of grant dollars renewed an existing relationship; $323k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Human ServicesArts & CultureHealthEducationPhilanthropyYouth DevelopmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

CC
COLUMBUS CRUMP LLC
4× · 2021–2024 · $2.8M · revenue +1069% · 71% of their budget
CE
COMMUNITY EDUCATION COALITION
8× · 2017–2024 · $2.8M · revenue +63%
FF
FOUNDATION FOR YOUTH
8× · 2017–2024 · $2.4M · revenue +6%

Funded once

CC
COLUMBUS CRUMP LLC
one grant, 2021 · $80k
HO
HERITAGE OF HOPEgraduated
one grant, 2019 · $75k · revenue +43% · 66% of their budget
FP
FIRST PRESBYTERIAN CHURCHgraduated
one grant, 2018 · $69k · revenue +109% · 46% of their budget

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Community Investment Fund of Indiana

The community investment fund of indiana finances projects to build vibrant communities and resilient families. we provide capital, make connections to the same, and facilitate access to program services for transformative community…

Community Improvement

Indiana Community Action

The indiana community action association (in-caa) works to strengthen the capacity of indiana's community action agencies to address community needs and poverty.

—

Central Indiana Community Foundation Inc

Cicf is a catalyst for progress, and a supporter of visionary ideas with the power to improve our community and the lives of its residents.

Philanthropy

Indiana Humanities Council Inc

To promote the public humanities.

—

Indiana County Community Action Program

Provide resources for low income clients.

Human Services

Leadership Indianapolis Inc

Educate, Inspire, Connect and Mobilize Community Leaders to serve and strengthen greater Indianapolis.

Public Benefit

Columbus Housing Initiative Inc

Stabilize neighborhoods through establishing financing, education, rehabilitation of existing housing and development of new housing

Housing & Shelter

Indiana Council of Community Mental

To serve as advocates for the needs and interests of community-based mental health providers.

—

Indiana Agribusiness Council Inc

To promote and assist the common interests of those engaged in the grain and feed business, the plants food and agricultural chemicals business, and other agricultural businesses

—

Columbus Area Chamber of Commerce Inc

Provide programs for columbus and bartholomew county business community.

—

Arts Council of Southwestern Indiana Inc

Enhancing quality of life and supporting economic development through advocacy and promotion of the Arts, Arts Education and Arts organizations in Southwestern Indiana.

Arts & Culture

Intend Indiana Inc

Intend indiana advances comprehensive community development through innovative financing and development solutions that create and preserve affordable housing, support neighborhood revitalization efforts, and foster small business…

Housing & Shelter

For reference, the grantee most central to the portfolio’s shape is Scott County Community Foundation Inc and the most unlike its peers is Film Independent. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 41 years old; the field is 20. You back the established end — and your money leans older still.

The field is 20% startups (under 5 years old) — 6% of your grantees by number, and just 2% of your money.

Closures · last 5 years

The orgs you fund almost never close — 3% lost their exemption, against 11% of the field you don’t fund.

orgs you fund

3%4/116

the rest of the field

11%

901/8,141

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

75 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

72/75

Grantees still filing

62/75

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$10,047,054Education$6,673,735Arts & Culture$3,753,494Youth Development$2,391,868Human Services$1,964,690Health$1,242,816Philanthropy$581,573

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

United Way of Bartholomew County IncIN58.7× affinity25 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of Bartholomew County Inc · Columbus Regional Hospital · Clarence E Custer and Inez R Custer · Carl Marshall Reeves And · Elizabeth Ruddick Nugent Foundation · Central Indiana Community Foundation Inc · Visitors Center Inc · Lilly Endowment Inc · The Presbyterian Foundation of Columbus · Robert & Helen Haddad Foundation · Landmark Farm Foundation Inc · Centra Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation HERITAGE FUND - THE COMMUNITY FOUNDATION funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

3get no government money at all

0rely on government for over half their income

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: OFFICE OF DOWNTOWN DEVELOPMENT.

Agentic due diligence · confidence × risk

Financial management

low risk

~15 months of operating runway; revenue grew over 2 filed years.

Track record & reputation

medium risk

2 years of Form 990 filings, still active; revenue up 2.0× since.

Legal standing

low risk

US 501(c)(3); EIN 923609491 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on OFFICE OF DOWNTOWN DEVELOPMENT, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 15 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
WatchReliance on your funding— Your grants peaked at 100% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Heritage Fund - the Community Foundation?

Find your warmest path to Heritage Fund - the Community Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

HERITAGE FUND - THE COMMUNITY FOUNDATION

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

75 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Heritage Fund - the Community Foundation?

More from the funding graph

HERITAGE FUND - THE COMMUNITY FOUNDATION

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

75 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Heritage Fund - the Community Foundation?

More from the funding graph