Nonprofit · EIN 23-7374129
BETHESDA FOUNDATION INC
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,103,008 | $10,104,273 | $6,998,735 | $191,227,019 | $31,686,357 | $159,540,662 |
| June 30, 2024 | 990 | $35,556,922 | $8,807,419 | $26,749,503 | $181,758,582 | $31,165,355 | $150,593,227 |
| June 30, 2023 | 990 | $3,332,917 | $25,223,548 | -$21,890,631 | $153,306,378 | $14,184,708 | $139,121,670 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,297,970
- of which government grants
- $60,000
- Program service revenue
- $515,982
- Investment income
- $14,691,862
- Net gain from sales of assets
- $11,589,813
- Net income from fundraising events
- $597,194
- Other revenue
- $597,194
Expenses
- Grants and similar amounts paid
- $6,758,479
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,042
- Travel
- $12,632
- Depreciation
- $11,203
- Program services (functional)
- $6,781,363
- Management and general (functional)
- $2,786,585
- Fundraising (functional)
- $536,325
Balance sheet and other
- Total assets, start of year
- $181,758,582
- Total assets, end of year
- $191,227,019
- Total liabilities, end of year
- $31,686,357
- Net assets, end of year
- $159,540,662
- Land, buildings and equipment
- $142,567
- Publicly traded securities
- $164,894,025
- Net assets without donor restrictions
- $139,132,658
- Net assets with donor restrictions
- $20,408,004
- Gross receipts
- $43,855,829
- Employees
- 0
- Volunteers
- 145
- Year formed
- 1974
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK CLEMENT | TRUSTEE Trustee or director | 1 | $0 | $2,558,073 | $75,684 |
| JILL MILLER | TRUSTEE Trustee or director | 1 | $0 | $373,311 | $108,893 |
| ANDREW SWALLOW | PRESIDENT & CEO Trustee or director, Officer | 60 | $0 | $375,085 | $83,739 |
| LAURA KUMLER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 60 | $0 | $173,774 | $22,156 |
| BETH SIMS | PHILANTHROPY OFFICER Highest-paid employee | 60 | $0 | $111,525 | $30,554 |
| RICK WILSON | SPECIALTY FOUNDATION OFFICER Highest-paid employee | 60 | $0 | $103,601 | $35,477 |
| MARILYN DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PROUT | TRUSTEE (END 6/25) Trustee or director | 1 | $0 | $0 | $0 |
| SPENCER CROPPER | TREASURER (END 6/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY GRIGG | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHRYN O'KEEFE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT MITCHELL | SECRETARY (START 7/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EDWARD CRANE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAURANG GANDHI MD | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LOREN HIRATZKA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL SHEHATA MD | TRUSTEE Trustee or director | 1 | $0 |
| HECTOR MEDINA | TRUSTEE Trustee or director | 1 | $0 |
| TRACEY STOFA | TRUSTEE Trustee or director | 1 | $0 |
| STACEY MEYER | TRUSTEE Trustee or director | 1 | $0 |
| ASHWIN RAMPRASAD | TRUSTEE Trustee or director | 1 | $0 |
| JULIETTA SCHUSTER | TRUSTEE Trustee or director | 1 | $0 |
| ASIMUL ANSARI MD | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
| JEREMY SMITH | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
| STEPHANIE STANFILL | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
| GEORGE ZAMARY | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK CLEMENT | TRUSTEE Trustee or director | 1 | $0 | $2,219,557 | $72,753 |
| JILL MILLER | TRUSTEE Trustee or director | 1 | $0 | $357,358 | $103,500 |
| ANDREW SWALLOW | PRESIDENT & CEO Trustee or director, Officer | 60 | $0 | $362,361 | $79,515 |
| LAURA KUMLER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 60 | $0 | $165,525 | $21,045 |
| BETH SIMS | SR DEVELOPMENT OFFICER Highest-paid employee | 60 | $0 | $106,315 | $30,631 |
| CRAIG EISENTROUT MD | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| GRANT HESSER | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| EDMUND JONES MD | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| MARILYN DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PROUT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RACHID ABDALLAH | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| BILL GRAF | SECRETARY (END 6/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SPENCER CROPPER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY GRIGG | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHRYN O'KEEFE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT MITCHELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD CRANE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAURANG GANDHI MD | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LOREN HIRATZKA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SHEHATA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HECTOR MEDINA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TRACEY STOFA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARIE DREW | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| STACEY MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ASHWIN RAMPRASAD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIETTA SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK CLEMENT | TRUSTEE Trustee or director | 1 | $0 | $2,238,265 | $79,463 |
| JILL MILLER | TRUSTEE Trustee or director | 1 | $0 | $348,643 | $106,346 |
| ANDREW SWALLOW | PRESIDENT & CEO Trustee or director, Officer | 60 | $0 | $345,298 | $82,495 |
| LAURA KUMLER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 60 | $0 | $160,209 | $31,817 |
| MELLISSA GAYER | SR ANNUAL GIVING OFFICER Highest-paid employee | 60 | $0 | $106,316 | $53,691 |
| BETH SIMS | SR DEVELOPMENT OFFICER Highest-paid employee | 60 | $0 | $100,737 | $38,777 |
| CRAIG EISENTROUT MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GRANT HESSER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDMUND JONES MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARILYN DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PROUT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RACHID ABDALLAH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL GRAF | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SPENCER CROPPER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY GRIGG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHRYN O'KEEFE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT MITCHELL | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ARTHUR ROBERTS | TRUSTEE (END 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER CALABRO | TRUSTEE (END 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD CRANE MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GAURANG GANDHI MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOREN HIRATZKA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL SHEHATA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HECTOR MEDINA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MYRTIS POWELL | TRUSTEE (END 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| KIM ROBERTSON | TRUSTEE (END 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| TRACEY STOFA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARIE DREW | TRUSTEE (START 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| MARILYN MAAG | TRUSTEE (START 7/22 & END 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| STACEY MEYER | TRUSTEE (START 5/23) Trustee or director | 1 | $0 | $0 | $0 |
| ASHWIN RAMPRASAD | TRUSTEE (START 7/22) Trustee or director | 1 | $0 | $0 | $0 |
| JULIETTA SCHUSTER | TRUSTEE (START 7/22) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 EDEN PARK DRIVE 7TH FLOOR, CINCINNATI, OH 45202-6005
- In care of
- % TAX MANAGER
- Principal officer (990 for 2024)
- ANDREW SWALLOW, 625 EDEN PARK DRIVE 7TH FLOOR, CINCINNATI, OH 45202
- Signed the 990
- MICHAEL CROFTON, VP FINANCE
- Phone
- (513) 865-1616
- Website
- WWW.BETHESDAFOUNDATION.COM
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $6,781,363 · grants $6,758,479 · revenue $515,982
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7374129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $191,227,019
- Income (IRS master file)
- $43,855,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,103,008 | $10,104,273 | $191,227,019 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $35,556,922 | $8,807,419 | $181,758,582 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,332,917 | $25,223,548 | $153,306,378 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,801,197 | $6,420,061 | $173,394,248 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7374129).
Questions about BETHESDA FOUNDATION INC
- What is the EIN of BETHESDA FOUNDATION INC?
- The employer identification number (EIN) of BETHESDA FOUNDATION INC is 23-7374129.
- Is BETHESDA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to BETHESDA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETHESDA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BETHESDA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHESDA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BETHESDA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names ANDREW SWALLOW.
- Who are the officers and directors of BETHESDA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does BETHESDA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,103,008, expenses of $10,104,273 and total assets of $191,227,019 at year end.
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