Bethany Legacy Foundation Inc is a private wellness-focused grantmaking organization based in Madison, Indiana. The foundation serves nonprofits, schools, and government entities primarily in Jefferson County, Indiana. Operating beyond traditional grant funding, the foundation equips organizations with resources needed to build healthy, enduring organizations and create long-term, systemic change for healthier lives and stronger communities.
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.
Mission & Focus Areas
The foundation's strategic direction is guided by Legacy 2030, a vision to make the community stronger, more connected, and better positioned to support every resident in Jefferson County by 2030.
Primary focus areas include:
- Childcare
- Mental Health
- Housing
- Transportation
- Recreation
- Social Services
- Professional Development
Grantmaking
The foundation does not fund:
Average Grant
amount: $103,000
Review Cycle
and application procedures.
How to Apply
**
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Geographic Focus
Where this funder awards grants
Primary focus: Jefferson County, Indiana
Secondary funding areas: Indiana and Ohio
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Income:
- Total assets: $158,346,277
- Annual income: $23.6 million
- Total revenues (2024): $8,220,018
- Total expenses (2024): $6,850,361
Annual Giving:
- 2025: $4,586,328
- 2024: $5,037,696
- 2023: $4.6 million
- 2022: $137,000
Organization Type:
- 501(c)(3) private foundation
- EIN: 86-2593306
- Founded: 2022
- IRS Ruling Year: 2022
- Employees: 4
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Open Grants
1 open opportunity from Bethany Legacy Foundation Inc
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include City of Madison ($875,000), Southwestern Jefferson County Consolidated School Corporation ($650,000), Home Ownership Center of Greater Cincinnati ($550,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN LEGION POST 9 MADISON, IN | GENERAL / RESPONSIVE | $3,440 |
| BROADWAY BAPTIST CHURCH MADISON, IN | OPERATING SUPPORT | $50 |
| CASA OF JEFFERSON COUNTY INC MADISON, IN | STRONG YOUTH | $25,000 |
| CENTERSTONE FOUNDATION MADISON, IN | STRONG YOUTH, EMPOWERED ADULTS | $125,000 |
| CHOICES COORDINATED CARE SOLUTIONS INC INDIANAPOLIS, IN | STRONG YOUTH | $382,000 |
| CITY OF MADISON MADISON, IN | STRONG YOUTH, EMPOWERED ADULTS, STABLE SENIORS | $875,000 |
| CITY OF MADISON MADISON, IN | GENERAL / RESPONSIVE | $17,209 |
| GIRLS INC OF JEFFERSON COUNTY IN MADISON, IN | STRONG YOUTH | $142,323 |
| GIRLS INC OF JEFFERSON COUNTY IN MADISON, IN | STRONG YOUTH | $60,000 |
| HABITAT FOR HUMANITY OF SOUTHEAST INDIANA MADISON, IN | STRONG YOUTH, EMPOWERED ADULTS | $197,585 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Dora Anim – CEO/President
- Darleen Connolly – Chair
- Julie Berry – Vice Chair
- Sharyn Whitman – Treasurer
- Valecia Crisafulli – Director
- Jackie Thurston – Director
- Angie Klein – Operations Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DORA ANIM | CEO/PRESIDENT | 40 | $360,238 |
| JULIE BERRY | CHAIR | 5 | — |
| SHARYN WHITMAN | VICE CHAIR | 5 | — |
| LESLIE GROTE | TREASURER | 5 | — |
| DARLENE CONNOLLY | DIRECTOR | 5 | — |
| SUSAN CRAIG | DIRECTOR | 5 | — |
| JACKIE THURSTON | SECRETARY | 5 | — |
| VALECIA CRISAFULLI | DIRECTOR | 5 | — |
| SUSAN OHLENDORF | DIRECTOR | 5 | — |
| ANNIE SCHROEDER | DIRECTOR | 5 | — |
Recent News & Activity
Recent developments and announcements
**2025 Developments:**
Opened new headquarters at 215 E Main Street in Madison, known as "The Bethany Legacy Hub," designed as a collaborative space for nonprofits and community partners
Bethany Legacy Foundation grants $2 million to support new Norton King\u2019\Awarded $4,586,328 in grants during 2025
Launched the Enhancing Community Health through Certified Community Health Workers initiative in partnership with LifeTime Resources ($92,852 two-year grant)
Jefferson County Secures Funding to Boost Mental Health ServicesAwarded $3 million to Madison Consolidated Schools for the new Madison Early Learning Center to address the county's childcare shortage
MADISON CONSOLIDATED SCHOOLS AWARDED $528,000 GRANT TO EXPAND STUDENT SERVICES**2024 Activity:**
Granted $2 million to support the new Norton King's Daughters' Health EMS Transport Hub
Bethany Legacy Foundation grants $2 million to support new Norton King\u2019\Continued multi-year support for The Freedom Center's mental health expansion efforts
Jefferson County Secures Funding to Boost Mental Health Services**Contact Information:**
Phone: (812) 916-4390
Website: bethanylegacy.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bethany Legacy Foundation Inc fund?
The foundation's strategic direction is guided by **Legacy 2030**, a vision to make the community stronger, more connected, and better positioned to support every resident in Jefferson County by 2030. Primary focus areas include: • Childcare • Mental Health • Housing • Transportation • Recreation • Social Services • Professional Development
How do I apply for a grant from Bethany Legacy Foundation Inc?
**Grant Activity (2022-2025):** • $24,165,001 in total grants awarded • 100 grants awarded • 56 organizations funded **Grant Characteristics:** • Typical award range: $50,000–$875,000 • Average grant amount: $103,000 • Median grant amount: $40,000–$52,000 • Individual grants have ranged from $250 to $875,000 **Recent Notable Grants:** • Madison Consolidated Schools: $3,000,000 for the new Madison Early Learning Center (2025) • City of Madison: $500,000 for neighborhood park upgrades (2025) • Th…
Where does Bethany Legacy Foundation Inc make grants?
Primary focus: Jefferson County, Indiana Secondary funding areas: Indiana and Ohio
What size grants does Bethany Legacy Foundation Inc award?
In 2024, Bethany Legacy Foundation Inc awarded 32 grants totaling $5.0M — an average of about $157K per grant, based on its IRS Form 990 filings.
How much is Bethany Legacy Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bethany Legacy Foundation Inc reported a distributable amount of $5.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Bethany Legacy Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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