Bethel University Endwmt FD-PLGD

Private foundation · Grantmaker Warsaw, IN EIN: 35-6399957

Bethel University Endwmt FD-PLGD is a private foundation focused on Education, based in Warsaw, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $81K. Net investment income was $82K.

Key facts about Bethel University Endwmt FD-PLGD

In short: Bethel University Endwmt FD-PLGD gave $81K across 1 grant in 2025 (avg $81K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6399957
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$80,725
Grants made (2025)
1
Average grant
$80,725
Median grant
$80,725
Total assets
$1,238,247
Primary geography
Indiana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

-0.4% YoY

Annual Giving

$81K

+39.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$81K

+39.2% YoY

Under IRS private-foundation payout rules, Bethel University Endwmt FD-PLGD reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.

How Bethel University Endwmt FD-PLGD gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Mishawaka

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $58K (2024) to $81K (2025). In 2025 it made 1 grant totaling $81K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Bethel College: $81KBethel College$81K

The largest 2025 recipient was Bethel College ($81K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bethel College Mishawaka, INGeneral Operating$80,725

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,238,247$1,243,025$1,250,504
Revenue$84,840$59,894$53,375
Expenses$89,618$67,373$83,967
Qualifying Distributions$80,725$58,875$74,950
Net Investment Income$82,290$57,598$50,990
Distributable Amount$73,269$69,261$66,668

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Bethel University Endwmt FD-PLGD's only listed officer is Lake City Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Lake City Bank

    Trustee

    On filings since 2021

    $8K (2021) → $8K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Lake City Bank — Trustee: $8KLake City BankTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Lake City Bank (Trustee).

Frequently asked questions about Bethel University Endwmt FD-PLGD

How much does Bethel University Endwmt FD-PLGD give each year?

Bethel University Endwmt FD-PLGD gave $81K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 1 grant.

How large is Bethel University Endwmt FD-PLGD?

Bethel University Endwmt FD-PLGD reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $73K (roughly 5% of its investment assets).

What is Bethel University Endwmt FD-PLGD?

Bethel University Endwmt FD-PLGD is a private foundation focused on Education, based in Warsaw, IN. It holds $1.2M in total assets as of 2025.

Where does Bethel University Endwmt FD-PLGD operate?

Bethel University Endwmt FD-PLGD has awarded grants in Indiana.

What is Bethel University Endwmt FD-PLGD's EIN?

Bethel University Endwmt FD-PLGD's EIN (Employer Identification Number) is 35-6399957. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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