The Benedictine Foundation (formerly Benedictine health system Foundation) was established to coordinate, encourage, motivate and support the fund development activity effort within Benedictine health system and its supported organizations.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Run by 250 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $1.3M a year · 28% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
21 mo
of spending, in cash
Looks good: 21.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
24
named funders · $2.3M
Looks good: 24 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$45K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 10 voting members
Looks good: 8 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
-36% vs prior year
Spent
$4.1M
To programs
58%
Net assets
$23.5M
By yearFY2020–FY2025
Revenue
$4.0M
FY2025▼ -36%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.7M
FY2021$4.1M
FY2022$3.3M
FY2023$5.7M
FY2024$6.3M
FY2025$4.0M
Expenses
$4.1M
FY2025▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.0M
FY2021$3.4M
FY2022$2.4M
FY2023$2.7M
FY2024$3.7M
FY2025$4.1M
Net assets
$23.5M
FY2025▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.6M
FY2021$15.0M
FY2022$14.9M
FY2023$18.6M
FY2024$22.7M
FY2025$23.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $2.4M Management & general 37% · $1.5M Fundraising 5% · $206K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
CEO of Bhs
$0Pt VII · Sec A
CFO of Bhs/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Benedictine Foundation executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Encourages and supports fundraising efforts for BHS.

Questions for Benedictine Foundation

Tap to ask. Benedictine Foundation sees how many people are interested.

Your first name shows with your question. Benedictine Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $2.4M · in their own filed words · FY2024
01

Benedictine health system (benendictine) is a catholic, faith-based organization entrusted with advancing the life-enhancing senior care ministry of benedictine sisters of duluth, minnesota.

$2.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 24 funders →
Grants paid · 91 grants · $13.9M · 2019–2024
See all 91 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$3.2M
Investment incomeLn 3$756K
Fees for servicesLn 2g$106K
Money outPt IX
$4.1M
Ln 25
Programscol B$2.4M
Managementcol C$1.5M
Fundraisingcol D$206K
Owns and owesPt X
$23.5M
net assets · Ln 32
Cash and savingsLn 1–2$7.1M
Total assetsLn 16$23.5M
LiabilitiesLn 26$45K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.2M
Noncash giftsLn 1g$90K
Fundraising eventsLn 1c$77K
Fees for servicesLn 2g$106K
Investment incomeLn 3$756K
Gains on assetsLn 7$283K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$5.9M
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$7.1M
InvestmentsLn 11–13$15.6M
Other assetsLn 15$775K
Total assetsLn 16$23.5M
LiabilitiesLn 26$45K
Net assetsLn 32$23.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6250
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$8.2M$7.1M
InvestmentsLn 11–13$14.2M$15.6M
Total assetsLn 16$23.1M$23.5M
LiabilitiesLn 26$367K$45K
Net assetsLn 32$22.7M$23.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.2M$2.2M
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$1.5M$1.3M$132K
Advertising and promotionLn 12$11K$4K$5K$2K
Office expensesLn 13$112K$68K$30K$15K
TravelLn 17$25K$8K$11K$5K
Conferences, conventions and meetingsLn 19$19K$6K$9K$4K
Other expenses (24a–d)Ln 24$219K$73K$99K$48K
Total functional expensesLn 25$4.1M$2.4M$1.5M$206K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.0M$4.1M−$27K$23.5M 990 PDF
FY2024 $6.3M$3.7M$2.6M$22.7M 990 PDF
FY2023 $5.7M$2.7M$3.0M$18.6M 990 PDF
FY2022 $3.3M$2.4M$896K$14.9M 990 PDF
FY2021 $4.1M$3.4M$606K$15.0M 990 PDF
FY2020 $4.7M$4.0M$714K$12.6M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $4,038,378 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,812,856$3,177,156
I-9 Program service revenuePrior year $2,033,651$105,947
I-10 Investment incomePrior year $461,431$756,411
I-11 Other revenuePrior year −$5,676−$1,136
I-12 Total revenuePrior year $6,302,262$4,038,378
I-13 Grants and similar amounts paidPrior year $3,492,569$2,192,187
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $162,246$1,873,145
I-18 Total expensesPrior year $3,654,815$4,065,332
I-19 Revenue less expensesPrior year $2,647,447−$26,954
Part VI · Governance 8 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $4,038,378 across 10 lines filed
VIII-1c Fundraising events$77,286
VIII-1d Related organizations$2,293,476
VIII-1f All other contributions, gifts and grants$806,394
VIII-1g Noncash contributions (included above)$90,437
VIII-1h Total contributions, gifts and grants$3,177,156
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $105,947$105,947
VIII-3 Investment incomeExcluded from tax $473,297$473,297
VIII-7 Net gain or loss on sales of assetsExcluded from tax $283,114$283,114
VIII-8 Net income from fundraising eventsExcluded from tax −$1,136−$1,136
VIII-12 Total revenueRelated to mission $105,947 · Unrelated business $0 · Excluded from tax $755,275$4,038,378
Part IX · Statement of functional expenses $4,065,332 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $2,192,187$2,192,187
IX-11b Legal feesManagement $2,177$2,177
IX-11c Accounting feesManagement $23,805$23,805
IX-11g Other fees for servicesManagement $1,329,243 · Fundraising $131,531$1,460,774
IX-12 Advertising and promotionPrograms $3,602 · Management $4,897 · Fundraising $2,363$10,862
IX-13 Office expensesPrograms $68,353 · Management $29,535 · Fundraising $14,590$112,478
IX-17 TravelPrograms $8,172 · Management $11,109 · Fundraising $5,361$24,642
IX-19 Conferences, conventions and meetingsPrograms $6,386 · Management $8,682 · Fundraising $4,189$19,257
IX-24 Other expenses (24a–d)Programs $72,675 · Management $98,799 · Fundraising $47,676$219,150
IX-25 Total functional expensesPrograms $2,351,375 · Management $1,508,247 · Fundraising $205,710$4,065,332
Part X · Balance sheet $23,509,898 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $6,845,863$5,897,050
X-2 Savings and temporary cash investmentsStart of year $1,319,593$1,226,813
X-3 Pledges and grants receivableStart of year $11,400$0
X-11 Publicly traded securitiesStart of year $14,195,907$15,610,818
X-15 Other assetsStart of year $739,639$775,217
X-16 Total assetsStart of year $23,112,402$23,509,898
X-17 Accounts payable and accrued expensesStart of year $367,397$44,655
X-26 Total liabilitiesStart of year $367,397$44,655
X-27 Net assets without donor restrictionsStart of year $2,864,512$2,817,887
X-28 Net assets with donor restrictionsStart of year $19,880,493$20,647,356
X-32 Total net assets or fund balancesStart of year $22,745,005$23,465,243
X-33 Total liabilities and net assetsStart of year $23,112,402$23,509,898
Part XI · Reconciliation of net assets $23,465,243 net assets at year end
XI-1 Total revenue$4,038,378
XI-2 Total expenses$4,065,332
XI-3 Revenue less expenses−$26,954
XI-4 Net assets at start of year$22,745,005
XI-5 Net unrealized gains (losses) on investments$747,192
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,465,243

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.