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← BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC

Form 990 for tax year 2025

Filed by BETHANY LUTHERAN FOUNDATION OFFREDERICKSBURG TEXAS INC.

Totals

Total revenue
$58,640
Total expenses
$52,946
Contributions and grants received
$12,250
Grants paid
$38,500
Program service revenue
$0
Investment income
$45,565
Other revenue
$825
Total assets, end of year
$796,926
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$796,926
Program services expenses (Part IX)
$43,440
Management and general expenses
$4,753
Fundraising expenses
$4,753
Program service expenses (Part III)
$43,440

Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $12,250

  • 3 · Investment income

    total $45,565 · unrelated business $0 · excluded $45,565

  • 11a · Other revenue: OTHER INCOME

    total $825 · related or exempt $0 · unrelated business $0 · excluded $825

  • 11e · Other revenue, total

    $825

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,500 · program services $38,500

  • 11b · Fees: legal

    total $2,425 · program services $825 · management and general $800 · fundraising $800

  • 11c · Fees: accounting

    total $1,610 · program services $548 · management and general $531 · fundraising $531

  • 11f · Fees: investment management

    total $7,169 · program services $2,437 · management and general $2,366 · fundraising $2,366

  • 12 · Advertising and promotion

    total $42 · program services $42 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $2,539 · program services $863 · management and general $838 · fundraising $838

  • 23 · Insurance

    total $661 · program services $225 · management and general $218 · fundraising $218

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,010 · end of year $7,808

  • 11 · Investments: publicly traded securities

    beginning of year $765,768 · end of year $789,118

  • 27 · Net assets without donor restrictions

    beginning of year $767,778 · end of year $796,926

Mission and programs · 2025

Mission

TO AUGMENT THE MISSION AND MINISTRY OF BETHANY LUTHERAN CHURCH OF ADVANCING AND SUPPORTING THE DISCIPLESHIP OF JESUS CHRIST IN THREE WAYS: COMMUNITY ORGANIZATIONS, BETHANY LUTHERAN CHURCH, AND BETHANY PRESCHOOL.

  • TO ADVANCE AND SUPPORT THE DISCIPLESHIP OF JESUS CHRIST

    Expenses $43,440 · Grants $38,500

As filed on the 2025 return.

Listed in Part VII

  • Beth Luckenbach

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.96

  • Jody Donovan

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.38

  • Elizabeth White

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.58

  • Joyce Richey

    TREASURER

    Total calculated
    $0
    Hours/week
    1.48

  • Lindy Haley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38

  • Erik Iverson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • Mike Myers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.35

  • Chase Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.31

  • Tom Swearingen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.77

  • Pastor Casey Zesch

    EX-AFICIO MEMBER

    Total calculated
    $0
    Hours/week
    0.21

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
28 April 2026
IRS schema version
2025v4.1
Source object
202601189349302035

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