Bethesda Inc

CINCINNATI, OH EIN: 31-1108895 Website

SEE SCHEDULE O

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$215.3M

+3.7% YoY

Annual Giving

$14.6M

+8.8% YoY

Grant Count

29

+7.4% YoY

Avg Grant Size

$502K

+1.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15M$29M$44M$59M20202021202220232024
Metric202420232022
Total Assets$215,270,097$207,595,897$201,605,928
Revenue$21,118,374$1,334,320$-2,753,744
Expenses$17,707,518$15,766,767$16,634,098
Qualifying Distributions
Net Investment Income$20,639,035$771,659$-3,256,913
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4M$7M$11M$15M16 grants202065 grants202118 grants202227 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TRIHEALTH INC$8.1MCHILDRENS HOSPITAL MEDIC…$1.1MBEST POINT BEHAVORIAL HE…$650KYWCA OF GREATER CINCINNATI$635KURBAN LEAGUE OF GREATER …$625KWOMEN HELPING WOMEN$501KCHILDREN'S HOME OF NORTH…$500KTHE HEALTH COLLABORATIVE$387KUNITED WAY OF GREATER CI…$375KLIGHTHOUSE YOUTH SERVICE…$261K

Grant Size Distribution

155 grants across all recorded years

42<$50K51$50–100K21$100–250K17$250–500K11$500K–1M8$1–5M5$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bethesda Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PHILLIP COXTRUSTEE (END 10/23)1
RANCE DUKETRUSTEE1
WILLIAM TSACALISTRUSTEE (END 6/24)1
KATHLEEN KELLYTRUSTEE1
JILL MILLERPRESIDENT & CEO60
DAN MOLINASECRETARY1
JONATHAN NIEMEYERTRUSTEE1
MELISSA THOMASSONTRUSTEE1
CHAD REARDONTREASURER1
CYNTHIA BOOTHTRUSTEE1
BOB COLLINS MDCHAIRPERSON1
QUINT STUDERTRUSTEE1
DENISE KUPRIONISVICE CHAIRPERSON1
KRISTINE GARRETTTRUSTEE1
CHRISTINE KUHNSTRUSTEE1
ERIC KEARNEYTRUSTEE1
KATHY GRIGGTRUSTEE (START 7/23)1
CAROLYN MICHELITRUSTEE (START 7/23)1
SCOTT HENDERSONTRUSTEE (END 8/23)1
THOMAS SHOCKLEY MDTRUSTEE (START 7/23)1
MICHAEL CROFTONASST. TREASURER1
CHARLES CROWTHERVP & CHIEF INVEST OFFICER60
STEVE GRACEYASST. SECRETARY1
PRADEEP WARIKOO MDPHYSICIAN60
KASEY REYNOLDS MDPHYSICIAN60
ISELA ROBERTSHAW MDPHYSICIAN60
JENNIFER ZIMMERMANVP STATEGY & CHIEF IMPACT OFFICER60
KIANA TRABUEVP-STRATEGIC PARTNERSHIPS60

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

8states

Cities

ArlingtonBostonCaliforniaCincinnatiClevelandColumbusCovingtonDallasFairfieldFlorenceFt MitchellHamiltonLebanonNew YorkPalisadeWashingtonWest Chester

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

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