Bethany Legacy Foundation Inc logo

Bethany Legacy Foundation Inc

Private foundation · Grantmaker Madison, IN EIN: 86-2593306 Website

Bethany Legacy Foundation Inc is a private foundation based in Madison, Indiana, that supports efforts to build a healthier Jefferson County. It funds nonprofits, schools, and government entities serving county residents, and also offers resources and partnership opportunities to help organizations build capacity and pursue lasting community change.

Key facts about Bethany Legacy Foundation Inc

In short: Bethany Legacy Foundation Inc gave $5.0M across 32 grants in 2024 (avg $157K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
86-2593306
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,037,696
Grants made (2024)
32
Average grant
$157,428
Median grant
$67,500
Total assets
$158,346,277
Primary geography
Indiana (89% of itemized 2024 grant dollars)
How to apply
Apply through the foundation’s grant portal and review the applicable guidelines. Full details ↓
Deadline
The foundation’s website says its 2026 long, short, and capacity-building funding opportunities are closed; it says…

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$158.3M

+4.4% YoY

Annual Giving

$5.0M

+9.9% YoY

Grant Count

32

-20.0% YoY

Avg Grant Size

$157K

+37.3% YoY

Under IRS private-foundation payout rules, Bethany Legacy Foundation Inc reported a distributable amount of $5.9M for 2024 — the minimum it must pay out in qualifying distributions.

How Bethany Legacy Foundation Inc gives

  • 18% of 2024 grantees were also funded in 2023. Method
  • In 2024 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s mission is to bring people together to create sustainable change where it is needed most. Its Legacy 2030 strategy identifies childcare, mental health, housing, transportation, recreation, social services, and professional development as focus areas. Its grant priorities also include strong youth, empowered adults, stable seniors, and a robust workforce.

Eligible applicants identified by the foundation include 501(c)(3) nonprofit organizations, schools, churches, and government entities. Grant-funded activities must serve Jefferson County residents. Examples of funded organizations include Choices Coordinated Care Solutions, whose stated mission is to strengthen youth and families while enhancing systems and communities; Habitat for Humanity of Southeast Indiana, which says it works to create decent and affordable housing; and River Valley Resources, which describes its mission as developing a competitive workforce.

Grantmaking

In 2024, the foundation reported 32 grants totaling $5,037,696. Grant amounts ranged from $50 to $875,000, with a median of $67,500. The largest awards included $875,000 to the City of Madison, $650,000 to Southwestern Jefferson County Consolidated School Corporation, and $550,000 to the Home Ownership Center of Greater Cincinnati.

Review Cycle

.

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Geographic Focus

Where this funder awards grants

The foundation’s stated focus is Jefferson County, Indiana, and grant-funded activities must serve county residents. In 2024, 89% of grant dollars went to recipients in Indiana and 11% to recipients in Ohio.

Grant Distribution by State

2states

Share of all 32 itemized 2024 grant dollars.

States

Cities

MadisonHanoverCincinnatiDupontIndianapolisCanaanDillsboroLexington

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M0 grants20213 grants202240 grants202332 grants2024

From 2022 to 2024, annual grant giving ranged from $69K (2022) to $5.0M (2024). In 2024 it made 32 grants totaling $5.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

City of Madison: $892K across 2 grantsCity of Madison$892K · 2 grantsSouthwestern Jefferson County Consolidated School Corporation: $650KSouthwestern Jefferson CountyConsolidated School…$650KHome Ownership Center of Greater Cincinnati: $550KHome Ownership Center ofGreater Cincinnati$550KChoices Coordinated Care Solutions Inc: $382KChoices Coordinated CareSolutions Inc$382KLide White Memorial Boys & Girls Club DBA Boys & Girls Club of Jefferson C: $380K across 2 grantsLide White Memorial Boys &Girls Club DBA Boys & Girls…$380K · 2 grantsNorton King's Daughters Health: $300KNorton King's Daughters Health$300KThe Salvation Army: $275KThe Salvation Army$275KJefferson County Government: $250KJefferson County Government$250KGirls Inc of Jefferson County IN: $202K across 2 grantsGirls Inc of Jefferson CountyIN$202K · 2 grantsMadison Consolidated School Corporation: $199KMadison Consolidated SchoolCorporation$199K

The largest 2024 recipient was City of Madison ($892K across 2 grants). Together the top 10 received $4.1M.

Grant Size Distribution

75 grants across all recorded years

35<$50K8$50–100K18$100–250K9$250–500K5$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 75 (47%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
City of Madison Madison, INStrong Youth, Empowered Adults, Stable Seniors$875,000
Southwestern Jefferson County Consolidated School Corporation Hanover, INStrong Youth, Empowered Adults, Stable Seniors$650,000
Home Ownership Center of Greater Cincinnati Cincinnati, OHStrategic Investment$550,000
Choices Coordinated Care Solutions Inc Indianapolis, INStrong Youth$382,000
Lide White Memorial Boys & Girls Club DBA Boys & Girls Club of Jefferson C Madison, INStrong Youth, Empowered Adults$355,411
Norton King's Daughters Health Madison, INStrategic Investment$300,000
The Salvation Army Madison, INEmpowered Adults, Stable Seniors$275,000
Jefferson County Government Madison, INEmpowered Adults$250,000
Madison Consolidated School Corporation Madison, INStrong Youth, Empowered Adults$199,000
Habitat for Humanity of Southeast Indiana Madison, INStrong Youth, Empowered Adults$197,585

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $158,346,277 $8,220,018 $6,850,361 $5,037,696 32
2023 $151,671,767 $4,809,712 $6,295,882 $4,585,528 40
2022 $140,812,186 $141,754,702 $755,497 $68,503 3

Filing type: Form 990-PF (a private foundation).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50M$100M$150M$200M2021202220232024
Metric202420232022
Total Assets$158,346,277$151,671,767$140,812,186
Revenue$8,220,018$4,809,712$141,754,702
Expenses$6,850,361$6,295,882$755,497
Qualifying Distributions$6,162,987$5,569,884$743,048
Net Investment Income$7,724,003$4,143,838$2,092,611
Distributable Amount$5,874,338$5,395,372$3,889,584

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Dora Anim as CEO/President; Julie Berry as Chair; Sharyn Whitman as Vice Chair; Leslie Grote as Treasurer; Jackie Thurston as Secretary; and Darlene Connolly, Susan Craig, Valecia Crisafulli, Susan Ohlendorf, and Annie Schroeder as directors.

Bethany Legacy Foundation Inc is led by Dora Anim, CEO & President on every filing since 2022; 1 of 10 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Dora Anim

    CEO & President

    On filings since 2022

    40 hrs/week

    $179K (2022) → $360K (2024)

  • Julie Berry

    Chair

    Vice Chair → Chair, 2024

    On filings since 2022

    5 hrs/week

    No compensation reported

  • Annie Schroeder

    Director

    Chair → Director, 2024

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Valecia Crisafulli

    Director

    Board Member → Director, 2022

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Darlene Connolly

    Director

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Susan Craig

    Director

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Susan Ohlendorf

    Director

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Sharyn Whitman

    Vice Chair

    Treasurer → Vice Chair, 2024

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Jackie Thurston

    Secretary

    Director → Secretary, 2024

    On filings since 2022

    5 hrs/week

    No compensation reported

  • Leslie Grote

    Treasurer

    New on the 2024 filing

    5 hrs/week

    No compensation reported

Former officers (4)
  • Former: Darleen Connolly (2021–2023) — Chair
  • Former: Molly Dodge (2021–2022) — Secretary
  • Former: Kathy Rohlfing (2022) — Director
  • Former: Bonnie Colen (2021) — Secretary

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Dora Anim — CEO/President: $360KDora AnimCEO/President$360K

The highest reported compensation on the 2024 filing was $360K, to Dora Anim (CEO/President).

Contact

Application contact: Bethany Legacy Foundation Inc
Mailing address: 310 West Street, Madison, IN 47250
Phone: (812) 916-4390
Email: info@bethanylegacy.org
Website: https://bethanylegacy.org

Frequently asked questions about Bethany Legacy Foundation Inc

How much does Bethany Legacy Foundation Inc give each year?

Bethany Legacy Foundation Inc gave $5.0M across 32 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4.6M across 40 grants.

What is Bethany Legacy Foundation Inc's typical grant size?

Bethany Legacy Foundation Inc's median grant in 2024 was $67,500, and its average grant was $157,428, across 32 grants on its 2024 IRS Form 990-PF.

Where does Bethany Legacy Foundation Inc give grants?

Bethany Legacy Foundation Inc gives mostly in Indiana: 89% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Ohio (11%). The most frequent recipient cities were Madison, IN (24 grants), Hanover, IN (3 grants) and Indianapolis, IN (2 grants).

Does Bethany Legacy Foundation Inc give general operating support?

Yes: 25% of Bethany Legacy Foundation Inc's 2024 grants with a stated purpose (8 of 32) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Strong Youth" (5 grants), "Strong Youth, Empowered Adults" (5 grants) and "Strategic Investment" (4 grants).

Who are Bethany Legacy Foundation Inc's largest grantees?

Bethany Legacy Foundation Inc's largest 2024 grantees include City of Madison ($892,209 across 2 grants), Southwestern Jefferson County Consolidated School Corporation ($650,000) and Home Ownership Center of Greater Cincinnati ($550,000), according to its 2024 IRS Form 990-PF. Together they received 42% of its itemized 2024 grant dollars.

How large is Bethany Legacy Foundation Inc?

Bethany Legacy Foundation Inc reported $158.3M in total assets on its 2024 IRS Form 990-PF. It paid out $6.2M in qualifying distributions that year, against a required minimum of $5.9M (roughly 5% of its investment assets).

What does Bethany Legacy Foundation Inc fund?

The foundation’s mission is to bring people together to create sustainable change where it is needed most. Its Legacy 2030 strategy identifies childcare, mental health, housing, transportation, recreation, social services, and professional development as focus areas. See mission & focus areas ↑

How do I apply for a grant from Bethany Legacy Foundation Inc?

Apply through the foundation’s grant portal and review the applicable guidelines. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Bethany Legacy Foundation Inc's EIN?

Bethany Legacy Foundation Inc's EIN (Employer Identification Number) is 86-2593306. IRS Form 990 filing data is available on this page for 2021–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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