Wellbeyond Foundation Inc
Wellbeyond Foundation Inc is a private foundation, based in Fishers, IN. IRS filing data is available for 2025. As of 2025, the organization holds $895K in total assets. Net investment income was $86K.
Key facts about Wellbeyond Foundation Inc
- EIN
- 39-2812345
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $894,651
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$895K
Revenue
$990K
Net Investment Income
$86K
Expenses
$28K
Under IRS private-foundation payout rules, Wellbeyond Foundation Inc reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $894,651 |
| Revenue | $989,983 |
| Expenses | $27,607 |
| Net Investment Income | $86,137 |
| Distributable Amount | $43,118 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
Leadership & Key People
Officers and directors from IRS filings
Wellbeyond Foundation Inc is led by Kyle Phillips, President on the 2025 filing; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kyle Phillips
President
New on the 2025 filing
6 hrs/week
No compensation reported
Gary Nead
Treasurer
New on the 2025 filing
10 hrs/week
No compensation reported
Lars Frederiksen
Board Member
New on the 2025 filing
No compensation reported
Mackenzie Phillips
Vice President
New on the 2025 filing
2 hrs/week
No compensation reported
Michael Nead
Secretary
New on the 2025 filing
2 hrs/week
No compensation reported
Sydney Ungar
Board Member
New on the 2025 filing
No compensation reported
Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Wellbeyond Foundation Inc
How large is Wellbeyond Foundation Inc?
Wellbeyond Foundation Inc reported $895K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $990K.
How much is Wellbeyond Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wellbeyond Foundation Inc reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wellbeyond Foundation Inc's EIN?
Wellbeyond Foundation Inc's EIN (Employer Identification Number) is 39-2812345. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Wellbeyond Foundation Inc by hand.
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