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Nonprofit · EIN 39-2812345

WELLBEYOND FOUNDATION INC

Tax-exempt · FISHERS, IN 46038

Financials

$990K$28K2025
Revenue Expenses · by fiscal year end
Financials of WELLBEYOND FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$989,983$27,607$962,376$894,651$0$894,651
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$903,846
Dividends
$15,131
Interest
$4,948
Net gain from sales of assets
$66,058

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$1,197

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$894,651
Total liabilities, end of year
$0
Net assets, end of year
$894,651
Fair market value of assets
$894,651
Net investment income
$86,137

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GARY NEAD
11231 BERKELY CT, FISHERS, IN 46038
Treasurer10$0
KYLE PHILLIPS
238 DEER PATH RD, DILLON, CO 80435
President6$0
MACKENZIE PHILLIPS
340 WEST 26TH ST, HOUSTON, TX 77008
Vice President2$0
LARS FREDERIKSEN
9220 HIGHRIDGE DR, DALLAS, TX 75238
BOARD MEMBER0$0
SYDNEY UNGAR
10180 GRISTMILL RIDGE, EDEN PRAIRIE, MN 55347
BOARD MEMBER0$0
MICHAEL NEAD
11231 BERKELY CT, FISHERS, IN 46038
Secretary2$0

Address and contacts

Address (IRS master file)
11231 BERKELY CT, FISHERS, IN 46038-1904
Signed the 990-PF
GARY NEAD, Treasurer
Phone
(317) 319-8860
Return prepared by
DeBenonBroussard LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
39-2812345
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Health care (E70)
Assets (IRS master file)
$894,651
Income (IRS master file)
$1,204,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$989,983$27,607$894,651XML

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 39-2812345).

Questions about WELLBEYOND FOUNDATION INC

What is the EIN of WELLBEYOND FOUNDATION INC?
The employer identification number (EIN) of WELLBEYOND FOUNDATION INC is 39-2812345.
Is WELLBEYOND FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to WELLBEYOND FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WELLBEYOND FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WELLBEYOND FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WELLBEYOND FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WELLBEYOND FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WELLBEYOND FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $989,983, expenses of $27,607 and total assets of $894,651 at year end.

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