2025-11-03T14:37:48-06:00 2024-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990PF 2024-01-01 862593306 BETHANY LEGACY FOUNDATION INC BETH 8129164390 215 E MAIN STREET MADISON IN 47250 JULIE BERRY CHAIR 8129164390 2025-10-30 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-10-30 2024 2025-03-06 01:10:19Z X X 158346277 X X 4928477 4928477 -485 3373844 18776597 3373844 -82303 33 8220018 8302354 378184 0 378184 280319 0 280319 70879 0 70271 6918 0 6918 50871 0 51386 593036 469236 125300 106689 106689 0 128667 1941 36726 29266 0 25414 0 25324 68640 0 64082 1560 0 1560 72222 485 85221 1812665 578351 1125291 5037696 5037696 6850361 578351 6162987 1369657 7724003 137792 16012 16012 14636699 52571869 52571869 7108 4948 4948 71529768 74724120 74724120 26750366 27422555 27422555 1506719 3485882 3485882 176909 56018 126018 120891 120891 36977297 0 0 151671767 158346277 158346277 27036 37779 27036 37779 X 116403379 158308498 35241352 0 151644731 158308498 151671767 158346277 151644731 1369657 5294110 158308498 0 158308498 GAIN ON SALE OF PUBLICLY TRADED SECURITIES P 17411212 15402753 2008459 2008459 PASS THROUGH GAINS FROM CLAYMORE CAPITAL PARTNERS P 62520 62520 62520 CAPITAL GAINS DIVIDENDS P 1302865 1302865 1302865 3373844 107364 0 107364 0 107364 88361 0 50000 0 138361 X 145 30852 30852 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 215 E MAIN 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 360238 10088 7858 JULIE BERRY 310 WEST STREET MADISON IN 47250 CHAIR 5.00 0 0 0 SHARYN WHITMAN 310 WEST STREET MADISON IN 47250 VICE CHAIR 5.00 0 0 0 LESLIE GROTE 310 WEST STREET MADISON IN 47250 TREASURER 5.00 0 0 0 DARLENE CONNOLLY 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 SUSAN CRAIG 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 JACKIE THURSTON 310 WEST STREET MADISON IN 47250 SECRETARY 5.00 0 0 0 VALECIA CRISAFULLI 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 SUSAN OHLENDORF 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 ANNIE SCHROEDER 310 WEST STREET MADISON IN 47250 DIRECTOR 5.00 0 0 0 ANGIE KLEIN 310 WEST STREET MADISON IN 47250 OPERATIONS DIRECTOR 40.00 97585 2850 15770 VERONICA WATSON 310 WEST STREET MADISON IN 47250 GRANTS AND IMPACT DI 40.00 88803 2400 5324 MORGAN HAMILTON 310 WEST STREET MADISON IN 47250 COMMUNITY ENGAGEMENT 40.00 89047 2400 4757 0 ROBERT W BAIRD & CO INCORPORATED 777 EAST WISCONSIN AVENUE MILWAUKEE WI 532025391 INVESTMENT MANAGEMENT 171901 STRATOVATION GROUP 531 E WEBER RD COLUMBUS OH 43202 STRATEGIC PLANNING 50300 0 0 104326663 15980350 0 120307013 0 0 120307013 1804605 118502408 5925120 5925120 107364 107364 5817756 56582 5874338 0 5874338 6162987 0 6162987 5874338 2972024 0 0 6162987 2972024 0 0 3190963 0 0 0 0 0 0 0 0 2683375 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. BETHANY LEGACY AWARDS GRANTS TO 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS, SCHOOLS, CHURCHES, AND GOVERNMENT ENTITIES. GRANT-FUNDED ACTIVITIES MUST SERVE RESIDENTS OF JEFFERSON COUNTY, INDIANA. BETHANY LEGACY WILL GRANT TO ORGANIZATIONS THAT PROVIDE INCLUSIVE UNBIASED SERVICES AND NON-JUDGMENTAL CARE IN AN UNPRESSURED SETTING. THE APPLICATION PORTAL WILL REQUEST DESCRPTION OF GRANT USAGE, WITH PRIORITY GIVEN TO REQUESTS INCLUDING HOPEFUL, STRENGTHS-BASED CULTURE, POTENTIAL FOR SYSTEMS IMPACT, COLLABORATION WITH OTHER ORGANIZATIONS OR GROUPS, MULTI-GENERATIONAL AND PEER-SUPPORTED APPROACHES, AND INNOVATION. PROSPECTIVE GRANTEES WILL NEED TO INQUIRE WITH FOUNDATION. BETHANY LEGACY WILL NOT FUND 1. HEALTH CARE LEVIES, LOBBYING OR POLITICAL CAMPAIGNS, SCHOLARSHIPS, OR ENDOWMENTS. 2. PROJECTS WHERE BETHANY LEGACY GRANT FUNDS ACCOUNT FOR MORE THAN 40% OF THE TOTAL OPERATING BUDGET OF THE LEAD ORGANIZATION. BETHANY LEGACY GRANT FUNDS ARE NOT INTENDED TO REPLACE EXISTING FUNDING SOURCES. 3. 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. AMERICAN LEGION POST 9 707 JEFFERSON STREET MADISON IN 47250 PC GENERAL / RESPONSIVE 3440 BROADWAY BAPTIST CHURCH 615 BROADWAY ST MADISON IN 47250 PC OPERATING SUPPORT 50 CASA OF JEFFERSON COUNTY INC 319 W SECOND STREET MADISON IN 47250 PC STRONG YOUTH 25000 CENTERSTONE FOUNDATION 3008 N BEVCHER DR MADISON IN 47250 PC STRONG YOUTH, EMPOWERED ADULTS 125000 CHOICES COORDINATED CARE SOLUTIONS INC 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 PC STRONG YOUTH 382000 CITY OF MADISON 101 W MAIN ST MADISON IN 47250 GOVT STRONG YOUTH, EMPOWERED ADULTS, STABLE SENIORS 875000 CITY OF MADISON 101 W MAIN ST MADISON IN 47250 GOVT GENERAL / RESPONSIVE 17209 GIRLS INC OF JEFFERSON COUNTY IN 109 WEST THIRD STREET MADISON IN 47250 PC STRONG YOUTH 142323 GIRLS INC OF JEFFERSON COUNTY IN 109 WEST THIRD STREET MADISON IN 47250 PC STRONG YOUTH 60000 HABITAT FOR HUMANITY OF SOUTHEAST INDIANA 931 LANIER DR MADISON IN 47250 PC STRONG YOUTH, EMPOWERED ADULTS 197585 HOME OWNERSHIP CENTER OF GREATER CINCINNATI 2820 VERNON PL CINCINNATI OH 45219 PC STRATEGIC INVESTMENT 550000 INDIANA COALITION TO END SEXUAL ASSAULT & HUMAN TRAFFICKING 931 E 86TH ST SUITE 215 INDIANAPOLIS IN 46260 PC EMPOWERED ADULTS 12648 JEFFERSON COUNTY GOVERNMENT 108 E SECOND STREET MADISON IN 47250 GOVT EMPOWERED ADULTS 250000 JEFFERSON COUNTY HOUSE OF HOPE INC 100 EAST SECOND ST SUITE H MADISON IN 47250 PC GENERAL / RESPONSIVE 40000 JEFFERSON COUNTY TRANSITIONAL SERVICES INC 117 PRESBYTERIAN ST MADISON IN 47250 PC EMPOWERED ADULTS 75000 JEFFERSON COUNTY VETERANS COUNCIL P O BOX 302 HANOVER IN 47243 PC EMPOWERED ADULTS, STABLE SENIORS 41000 JEFFERSON COUNTY VETERANS COUNCIL P O BOX 302 HANOVER IN 47243 PC EMPOWERED ADULTS, STABLE SENIORS 30000 LIDE WHITE MEMORIAL BOYS & GIRLS CLUB DBA BOYS & GIRLS CLUB OF JEFFERSON C 1551 MSH NORTH GATE RD MADISON IN 47250 PC GENERAL / RESPONSIVE 25000 LIDE WHITE MEMORIAL BOYS & GIRLS CLUB DBA BOYS & GIRLS CLUB OF JEFFERSON C 1551 MSH NORTH GATE RD MADISON IN 47250 PC STRONG YOUTH, EMPOWERED ADULTS 355411 LIFE CHOICES CLINIC 220 CLIFTY DR SUITE H MADISON IN 47250 PC STRONG YOUTH, EMPOWERED ADULTS 17000 LIFETIME RESOURCES 13091 BENEDICT DRIVE DILLSBORO IN 47018 PC GENERAL / RESPONSIVE 9870 MADISON CONSOLIDATED SCHOOL CORPORATION 2421 WILSON AVENUE MADISON IN 47250 GOVT STRONG YOUTH, EMPOWERED ADULTS 199000 NORTON KING'S DAUGHTERS HEALTH PO BOX 447 MADISON IN 47250 PC STRATEGIC INVESTMENT 300000 RECOVERY CAFE OF MADISON 419 EAST ST MADISON IN 47250 PC EMPOWERED ADULTS, STABLE SENIORS 25000 RIVER VALLEY RESOURCES INC 100 E SECOND STREET MADISON IN 47250 PC STRATEGIC INVESTMENT 100000 SOUTHEAST INDIANA TRANSITIONAL RESOURCES 526 JEFFERSON ST MADISON IN 47250 PC EMPOWERED ADULTS 100000 SOUTHWESTERN JEFFERSON COUNTY CONSOLIDATED SCHOOL CORPORATION 239 S MAIN CROSS ST HANOVER IN 47243 GOVT STRONG YOUTH, EMPOWERED ADULTS, STABLE SENIORS 650000 THE FREEDOM CENTER INC 419 E STREET MADISON IN 47250 PC STRATEGIC INVESTMENT 100000 THE SALVATION ARMY 331 E MAIN ST MADISON IN 47250 PC EMPOWERED ADULTS, STABLE SENIORS 275000 TOWN OF DUPONT PO BOX 116 DUPONT IN 47231 GOVT STRONG YOUTH 50000 VETERANS OF FOREIGN WAR (VFW) 752 N GRANGE HALL ROAD MADISON IN 47250 PC GENERAL / RESPONSIVE 3440 VETERANS SERVICE OFFICE 315 JEFFERSON STREET MADISON IN 47250 GOVT GENERAL / RESPONSIVE 1720 5037696 0 14 4928477 16 -485 15 33 18 3373844 INCOME FROM PASSTHROUGH ENTITIES 531110 -82336 -82336 8301869 0 8219533 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 50871 0 51386 CORPORATE BONDS 27422555 27422555 CORPORATE EQUITIES 74724120 74724120 INVESTMENT IN CLAYMORE CAPITAL PARTNERS FMV 3485882 3485882 FURNITURE & EQUIPMENT 176909 56018 120891 120891 LEGAL FEES 6918 0 6918 RESTRICTED ESCROW FUNDS 36977297 OFFICE EXPENSES 57996 0 51001 INSURANCE 13741 0 11581 ASSETS PURCHASED FOR USE IN EXEMPT FUNCTION 0 0 22639 485 485 0 ROYALITES 33 33 33 INCOME FROM PASSTHROUGH ENTITIES -82336 -82336 UNREALIZED GAIN 5237528 GRANTS RECOVERED TREATED AS QUALIFYING DISTRIBUTIONS 56582 CONSULTING AND OTHER FEES 123800 0 125300 INVESTMENT FEES 469236 469236 0 PAYROLL TAXES 36726 0 36726 FOREIGN TAXES 1941 1941 0 EXCISE TAXES 90000 0 0