2024-11-11T16:56:33-06:00 2023-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990PF 2023-01-01 862593306 BETHANY LEGACY FOUNDATION INC BETH 8129164390 310 WEST STREET MADISON IN 47250 DARLEEN CONNOLLY CHAIR 8129164390 2024-11-11 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-11-11 2023 2024-10-15 13:58:12Z X 151671767 X 1671 X 4576903 4576903 69 69 69 231069 10621909 231069 4809712 4808041 366762 0 366762 133116 0 133116 43081 0 43081 29200 0 49751 54038 0 57206 671580 587480 89150 75675 75675 0 111168 1048 24640 24210 0 35722 0 35722 41848 0 40854 5394 0 5394 118560 0 138680 1710354 664203 984356 4585528 4585528 6295882 664203 5569884 -1486170 4143838 76489 137792 137792 17811374 14636699 14636699 7416 7108 7108 62010537 71529768 71529768 25596430 26750366 26750366 0 1506719 1506719 152770 26752 68588 126018 126018 35241352 36977297 36977297 140812186 151671767 151671767 71599 27036 71599 27036 X 105499235 116403379 35241352 35241352 140740587 151644731 140812186 151671767 140740587 -1486170 12390314 151644731 0 151644731 SALE OF EQUIPMENT P 1395 133 1599 -71 -71 SALE OF PUBLICLY TRADED SECURITIES P 10567659 10389374 178285 178285 PASS THROUGH GAINS FROM CLAYMORE CAPITAL PARTNERS P 17429 17429 17429 CAPITAL GAINS DIVIDENDS P 35426 35426 35426 231069 57599 0 57599 0 57599 56060 0 32000 0 88060 X 100 30361 30361 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 HTTPS://WWW.BETHANYLEGACY.ORG/ THE FOUNDATION 8129164390 310 WEST STREET MADISON IN 47250 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DORA ANIM 310 WEST STREET MADISON IN 47250 CEO/PRESIDENT 40.00 341858 18300 6604 DARLEEN CONNOLLY 310 WEST STREET MADISON IN 47250 CHAIR 5.00 0 0 0 JULIE BERRY 310 WEST STREET MADISON IN 47250 VICE CHAIR 5.00 0 0 0 SHARYN WHITMAN 310 WEST STREET MADISON IN 47250 TREASURER 5.00 0 0 0 VALECIA CRISAFULLI 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 JACKIE THURSTON 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 ANGIE KLEIN 310 WEST STREET MADISON IN 47250 OPERATIONS DIRECTOR 40.00 58087 4627 9562 0 ROBERT W BAIRD & CO INCORPORATED 777 EAST WISCONSIN AVENUE MILWAUKEE WI 532025391 INVESTMENT MANAGEMENT 157624 0 0 97477772 13242445 0 110720217 0 0 110720217 1660803 109059414 5452971 5452971 57599 57599 5395372 0 5395372 0 5395372 5569884 0 5569884 5395372 3146536 0 0 5569884 3146536 0 0 2423348 0 0 0 0 0 0 0 0 2972024 0 0 0 BETHANY LEGACY FOUNDATION INC 310 WEST STREET MADISON IN 47250 8129164390 INFO@BETHANYLEGACY.ORG APPLICANTS CAN APPLY THROUGH A GRANT APPLICATION PORTAL AT HTTPS://WWW.BETHANYLEGACY.ORG. 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ORGANIZATIONS, PROGRAMS, OR PROJECTS THAT DISCRIMINATE IN ANY WAY BASED ON PARTICIPATION OR MEMBERSHIP IN A SPECIFIC RELIGIOUS FAITH, RACE, GENDER, CITIZENSHIP STATUS, SEXUAL ORIENTATION, AGE, OR DISABILITY. CHILDREN'S ADVOCACY CENTER 601 WEST STREET MADISON IN 47250 PC STRONG YOUTH 288778 CITY OF MADISON 101 WEST MAIN STREET MADISON IN 47250 GOVT STRONG YOUTH = $292K, EMPOWERED ADULTS = $291K, STABLE SENIORS = $292K 875000 COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY (JANE'S KIDS) 416 WEST STREET MADISON IN 47250 PC STRATEGIC INVESTMENTS 100000 TOWN OF DUPONT (DUPONT PLAYGROUND PROJECT) PO BOX 116 DUPONT IN 47231 GOVT STRONG YOUTH = $116,668, EMPOWED ADULTS = $116,666, STABLE SENIORS $116,666 350000 NORTON KING'S DAUGHTERS' HEALTH CANCER CENTER 1373 EAST SR 62 MADISON IN 47250 PC EMPOWERED ADULTS = $7,500, STABLE SENIORS = $7,500 15000 LIFETIME RESOURCES 208 W MAIN STREET MADISON IN 47250 PC STABLE SENIORS 27645 BOYS & GIRLS CLUB OF JEFFERSON COUNTY 1551 MSH NORTH GATE ROAD MADISON IN 47250 PC STRONG YOUTH = $180,706, EMPOWERED ADULTS $180,705 361411 HANOVER COLLEGE 517 BALL DRIVE HANOVER IN 47243 PC WORKFORCE & REGIONAL TALENT 104000 CITY OF MADISON POLICE DEPT 621 WEST STREET MADISON IN 47250 GOVT EMPOWERED ADULTS 100000 MADISON CONSOLIDATED HIGH SCHOOL 743 CLIFTY DRIVE MADISON IN 47250 GOVT GENERAL / RESPONSIVE 16300 SOUTHWESTERN HIGH SCHOOL 167 S MAIN CROSS HANOVER IN 47243 GOVT GENERAL / RESPONSIVE 18365 JEFFERSON COUNTY YOUTH SHELTER 212 EAST STREET MADISON IN 47250 PC STRONG YOUTH 20000 LIFE CHOICES CLINIC 220 CLIFTY DRIVE MADISON IN 47250 PC EMPOWERED ADULTS 100000 TOWN OF HANOVER PARKS DEPT 11 N MADISON AVE HANOVER IN 47243 GOVT STRONG YOUTH = $110,864, EMPOWERED ADULTS = $110,862, STABLE SENIORS = $110,862 332588 HABITAT FOR HUMANITY 931 LANIER DR MADISON IN 47250 PC EMPOWERED ADULTS = $98,792.50, STABLE SENIORS = $98,792.50 197585 HANOVER UNITED METHODIST CHURCH 220 E LAGRANGE RD HANOVER IN 47243 PC STRONG YOUTH 11555 HANOVER COLLEGE 517 BALL DRIVE HANOVER IN 47243 PC STRATEGIC INVESTMENTS 78650 ENGLISHTON PARK 2426 S ENGLISH DR LEXINGTON IN 47138 GOVT STRONG YOUTH 20000 CITY OF MADISON PARKS DEPT 101 WEST MAIN STREET MADISON IN 47250 GOVT GENERAL / RESPONSIVE 126000 THE HOME OWNERSHIP CENTER OF GREATER CINCINNATI (PEP PROJECT) 2820 VERNON PL CINCINNATI OH 45219 PC STRATEGIC INVESTMENTS 550000 SHAWE MEMORIAL JRSR HIGH SCHOOL 201 W STATE STREET MADISON IN 47250 GOVT STRONG YOUTH 150000 NEW LIFE FELLOWSHIP CHURCH - CITIZENS OF JEFFERSON COUNTY FOR SUICIDE PREVE 1542 CLIFTY DR MADISON IN 47250 PC EMPOWERED ADULTS 28365 THE FREEDOM CENTER 419 EAST STREET MADISON IN 47250 PC STRATEGIC INVESTMENTS 100000 RIVER VALLEY RESOURCES - LA CASA AMIGA 100 E SECOND ST MADISON IN 47250 PC STRATEGIC INVESTMENTS 100000 RIVER VALLEY RESOURCES - THE CLEARINGHOUSE 100 E SECOND ST MADISON IN 47250 PC STRATEGIC INVESTMENTS 100000 JEFFERSON COUNTY YOUTH SHELTER 212 EAST STREET MADISON IN 47250 PC STRONG YOUTH 50000 CHILDREN'S ADVOCACY CENTER 601 WEST STREET MADISON IN 47250 PC STRONG YOUTH 100000 SHAWE MEMORIAL JRSR HIGH SCHOOL 201 W STATE STREET MADISON IN 47250 GOVT STRATEGIC INVESTMENTS - AED'S 7256 CITY OF MADISON PARKS 101 WEST MAIN STREET MADISON IN 47250 GOVT STRATEGIC INVESTMENTS - AED'S 26118 HANOVER TWP VOL FIRE DEP 419 W LAGRANGE RD HANOVER IN 47243 GOVT STRATEGIC INVESTMENTS - AED'S 25750 MADISON POLICE DEPT 621 WEST ST MADISON IN 47250 GOVT STRATEGIC INVESTMENTS - AED'S 53100 SOUTHWESTERN JEFFERSON COUNTY SCHOOLS 239 SOUTH MAIN CROSS STREET HANOVER IN 47243 GOVT STRATEGIC INVESTMENTS - AED'S 14542 TOWN OF HANOVER PARKS DEPT 11 N MADISON AVE HANOVER IN 47243 GOVT STRATEGIC INVESTMENTS - AED'S 5623 CANAAN COMMUNITY ACADEMY 8775 N CANAAN MAIN ST MADISON IN 47250 PC STRATEGIC INVESTMENTS - AED'S 3698 CHRISTIAN ACADEMY 477 W HUTCHINSON LN MADISON IN 47250 PC STRATEGIC INVESTMENTS - AED'S 3638 JEFFERSON CNTY SHERIFF'S OFFICE 300 EAST MAIN STREET MADISON IN 47250 GOVT STRATEGIC INVESTMENTS - AED'S 60956 HANOVER COLLEGE 517 BALL DRIVE HANOVER IN 47243 PC STRATEGIC INVESTMENTS - AED'S 20762 HANOVER POLICE DEPT 11 N MADISON AVE HANOVER IN 47243 GOVT STRATEGIC INVESTMENTS - AED'S 12377 MADISON CONSOLIDATED SCHOOLS 2421 WILSON AVE MADISON IN 47250 GOVT STRATEGIC INVESTMENTS - AED'S 29716 BROADWAY BAPTIST CHURCH 615 BROADWAY ST MADISON IN 47250 PC OPERATING SUPPORT 750 4585528 0 14 4576903 16 69 18 231069 0 4808041 0 4808041 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 54038 0 57206 CORPORATE BONDS 26750366 26750366 CORPORATE EQUITIES 71529768 71529768 INVESTMENT IN CLAYMORE CAPITAL PARTNERS FMV 1506719 1506719 FURNITURE & EQUIPMENT 152770 26752 126018 126018 LEGAL FEES 29200 0 49751 RESTRICTED ESCROW FUNDS 35241352 36977297 36977297 OFFICE EXPENSES 40029 0 38143 ADVERTISING 1200 0 1200 INSURANCE 14831 0 14523 ASSETS PURCHASED FOR USE IN EXEMPT FUNCTION 0 0 84814 NON QUALIFIED CONTRIBUTIONS 62500 0 0 UNREALIZED GAIN 12390314 CONSULTING AND OTHER FEES 84100 0 89150 INVESTMENT FEES 587480 587480 0 PAYROLL TAXES 24640 0 24640 FOREIGN TAXES 1048 1048 0 EXCISE TAXES 85480 0 0