Nonprofit · EIN 86-2593306
BETHANY LEGACY FOUNDATION INC
Tax-exempt · MADISON, IN 47250
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,220,018 | $6,850,361 | $1,369,657 | $158,346,277 | $37,779 | $158,308,498 |
| December 31, 2023 | 990-PF | $4,809,712 | $6,295,882 | -$1,486,170 | $151,671,767 | $27,036 | $151,644,731 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,928,477
- Net rental income
- -$485
- Net gain from sales of assets
- $3,373,844
- Other income
- -$82,303
Expenses
- Grants and similar amounts paid
- $5,037,696
- Compensation of officers, directors and key employees
- $378,184
- Salaries, compensation and benefits (total)
- $280,319
- Disbursements for charitable purposes
- $6,162,987
- Excise tax on investment income
- $107,364
Balance sheet and other
- Total assets, start of year
- $151,671,767
- Total assets, end of year
- $158,346,277
- Total liabilities, end of year
- $37,779
- Net assets, end of year
- $158,308,498
- Fair market value of assets
- $158,346,277
- Qualifying distributions
- $6,162,987
- Net investment income
- $8,302,354
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DORA ANIM 310 WEST STREET, MADISON, IN 47250 | CEO/PRESIDENT | 40 | $360,238 | $10,088 |
| ANGIE KLEIN 310 WEST STREET, MADISON, IN 47250 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $97,585 | $2,850 |
| MORGAN HAMILTON 310 WEST STREET, MADISON, IN 47250 | COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $89,047 | $2,400 |
| VERONICA WATSON 310 WEST STREET, MADISON, IN 47250 | GRANTS AND IMPACT DI Highest-paid employee | 40 | $88,803 | $2,400 |
| JULIE BERRY 310 WEST STREET, MADISON, IN 47250 | CHAIR | 5 | $0 | $0 |
| SHARYN WHITMAN 310 WEST STREET, MADISON, IN 47250 | VICE CHAIR | 5 | $0 | $0 |
| LESLIE GROTE 310 WEST STREET, MADISON, IN 47250 | TREASURER | 5 | $0 | $0 |
| DARLENE CONNOLLY 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
| SUSAN CRAIG 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
| JACKIE THURSTON 310 WEST STREET, MADISON, IN 47250 | SECRETARY | 5 | $0 | $0 |
| VALECIA CRISAFULLI 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
| SUSAN OHLENDORF 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
| ANNIE SCHROEDER 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DORA ANIM 310 WEST STREET, MADISON, IN 47250 | CEO/PRESIDENT | 40 | $341,858 | $18,300 |
| ANGIE KLEIN 310 WEST STREET, MADISON, IN 47250 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $58,087 | $4,627 |
| DARLEEN CONNOLLY 310 WEST STREET, MADISON, IN 47250 | CHAIR | 5 | $0 | $0 |
| JULIE BERRY 310 WEST STREET, MADISON, IN 47250 | VICE CHAIR | 5 | $0 | $0 |
| SHARYN WHITMAN 310 WEST STREET, MADISON, IN 47250 | TREASURER | 5 | $0 | $0 |
| VALECIA CRISAFULLI 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
| JACKIE THURSTON 310 WEST STREET, MADISON, IN 47250 | DIRECTOR | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 310 WEST ST, MADISON, IN 47250-3711
- Signed the 990-PF
- JULIE BERRY, CHAIR
- Phone
- (812) 916-4390
- Return prepared by
- BLUE & CO LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-2593306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $158,346,277
- Income (IRS master file)
- $23,622,771
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,220,018 | $6,850,361 | $158,346,277 | XML |
| 990-PF | December 2023 | $4,809,712 | $6,295,882 | $151,671,767 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-2593306).
Questions about BETHANY LEGACY FOUNDATION INC
- What is the EIN of BETHANY LEGACY FOUNDATION INC?
- The employer identification number (EIN) of BETHANY LEGACY FOUNDATION INC is 86-2593306.
- Is BETHANY LEGACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BETHANY LEGACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETHANY LEGACY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETHANY LEGACY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHANY LEGACY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BETHANY LEGACY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 4 received compensation from the organization, the highest $360,238 (DORA ANIM, CEO/PRESIDENT).
- How much revenue does BETHANY LEGACY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,220,018, expenses of $6,850,361 and total assets of $158,346,277 at year end.
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