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Nonprofiteer
← BETHANY HOME FOUNDATION INC

Form 990 for tax year 2024

Filed by BETHANY HOME FOUNDATION INC.

Totals

Total revenue
$280,179
Total expenses
$69,203
Contributions and grants received
$160,470
Grants paid
$33,464
Program service revenue
$0
Investment income
$119,709
Other revenue
$0
Total assets, end of year
$2,007,629
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,007,629
Program services expenses (Part IX)
$48,935
Management and general expenses
$20,268
Fundraising expenses
$0
Program service expenses (Part III)
$48,935

Program services were 70.7% 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

    $160,470

  • 3 · Investment income

    total $46,940 · related or exempt $46,940

  • 7a · Gross sales of assets other than inventory

    securities $72,769

  • 7c · Gain or loss

    securities $72,769

  • 7d · Net gain or loss

    total $72,769 · related or exempt $72,769

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,889 · program services $30,889

  • 2 · Grants to domestic individuals

    total $2,575 · program services $2,575

  • 11f · Fees: investment management

    total $18,194 · management and general $18,194

  • 13 · Office expenses

    total $2,074 · management and general $2,074

  • 24a · Other expenses: PROPERTY TAXES

    total $15,471 · program services $15,471

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,273 · end of year $120,748

  • 2 · Savings and temporary cash investments

    end of year $37,803

  • 4 · Accounts receivable

    beginning of year $2,162 · end of year $2,683

  • 11 · Investments: publicly traded securities

    beginning of year $1,582,180 · end of year $1,727,987

  • 15 · Other assets

    beginning of year $118,408 · end of year $118,408

  • 27 · Net assets without donor restrictions

    beginning of year $1,749,023 · end of year $2,007,629

Mission and programs · 2024

Mission

THE FOUNDATION'S PRIMARY PURPOSE IS TO PROMOTE AND RECEIVE CONTRIBUTIONS FROM THE PUBLIC TO PROVIDE GRANTS AND OTHER FINANCIAL SUPPORT TO BETHANY ASSISTED LIVING, INC WHICH IS EXEMPT UNDER SECTION 501(C)(3) AND WHICH IS ORGANIZED AND OPERATES TO PROMOTE THE WELFARE OF THE ELDERLY.

  • THE FOUNDATION IS ESTABLISHED TO PROVIDE SUPPORT TO BETHANY ASSISTED LIVING, INC AND ANY FUTURE FACILITIES.

    Expenses $48,935 · Grants $33,464

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Regina Bell

    EXECUTIVE DI

    Total calculated
    $127,988
    From this org
    $0
    From related orgs
    $127,988
    Other
    $0
    Hours/week
    0 + 54 related

  • Sherri Dollar

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • Rose Mary Gee

    SECRETARY-TR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 6 related

  • Jeff Jones

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • Terry Manuel

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • Wade McElveen

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • Carolyn Phillips

    CHAIRMAN

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 6 related

  • Steven Rigdon

    VICE-CHAIR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 6 related

  • William M Trapnell

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • Kenneth Waters

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0 + 5 related

  • R Lindsay Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 5 related

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.0
Source object
202513219349303941

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