This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $2,204,505 | $2,868,334 | $2,491,489 | $61,911,503 | $61,848,801 |
| FY2023 | 990 | $2,963,522 | $4,424,388 | $4,008,618 | $58,026,140 | $57,959,037 |
| FY2022 | 990 | $2,413,369 | $3,065,813 | $2,591,715 | $53,161,316 | $53,089,592 |
| FY2021 | 990 | $1,625,234 | $2,842,778 | $2,277,684 | $67,757,663 | $66,172,539 |
| FY2020 | 990 | $2,829,604 | $2,980,159 | $2,587,413 | $64,204,667 | $61,820,936 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| EPISCOPAL RETIREMENT HOMES INCCINCINNATI, OH | GENERAL OPERATING SUPPORT | $3,432,350 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joann Hagopian | CHAIR | 0.20 | $0 |
| Dora Anim | BOARD MEMBER | 0.20 | $0 |
| Jon B Boss | BOARD MEMBER | 0.20 | $0 |
| Tony Bruns | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL OPERATING SUPPORT |
| $2,587,413 |
| 2020 |
| EPISCOPAL RETIREMENT HOMES INCCINCINNATI, OH | GENERAL OPERATING SUPPORT | $2,054,670 | 2022 |
| EPISCOPAL RETIREMENT HOMES INCCINCINNATI, OH | GENERAL OPERATING SUPPORT | $1,875,766 | 2021 |
| EPISCOPAL RETIREMENT HOMES INCCINCINNATI, OH | GENERAL OPERATING SUPPORT | $1,852,541 | 2024 |
| EPISCOPAL RETIREMENT SERVICESCINCINNATI, OH | GENERAL OPERATING SUPPORT | $638,948 | 2024 |
| EPISCOPAL RETIREMENT SERVICESCINCINNATI, OH | GENERAL OPERATING SUPPORT | $546,238 | 2023 |
| EPISCOPAL RETIREMENT SERVICESCINCINNATI, OH | GENERAL OPERATING SUPPORT | $537,045 | 2022 |
| EPISCOPAL RETIREMENT SERVICESCINCINNATI, OH | GENERAL OPERATING SUPPORT | $401,918 | 2021 |
| 0.20 |
| $0 |
| W Thomas Cooper | BOARD MEMBER -ECHF REP | 0.20 | $0 |
| Rev Darren Elin | BOARD MEMBER-BISHOP'S REP | 0.20 | $0 |
| Eric Kearney | BOARD MEMBER | 0.20 | $0 |
| Apryl Pope | BOARD MEMBER | 0.20 | $0 |
| Tom Regan | BOARD MEMBER | 0.20 | $0 |
| Thomas Retford | BOARD MEMBER -DH REP | 0.20 | $0 |
| Bill Woods | BOARD MEMBER -MPL REP | 0.20 | $0 |
| Chip Workman | BOARD MEMBER | 0.20 | $0 |
| Laura Lamb | CEO | 10.00 | $0 |
| Daniel Steward | CFO | 10.00 | $0 |
| Beverly Edwards | VP -RESIDENTIAL HEALTHCARE | 10.00 | $0 |
| Joan Wetzel | VP -HUMAN RESOURCES | 10.00 | $0 |
| James Wilson | VP -AFFORDABLE LIVING | 10.00 | $0 |
| Lauryn Moore | VP -MARKETING | 10.00 | $0 |
| Bryan Reynolds | VP -MARKETING | 10.00 | $0 |
| Megan Bradford | VP -MIDDLE MARKET & MINISTRY | 10.00 | $0 |
| Joy Blang | EXECUTIVE DIRECTOR OF PHILATHROPY | 10.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403209349304700
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202303199349306090
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243199349332454
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202123199349303132
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201903189349311855
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201833199349301548
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201623199349305222
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.