EIN 31-1570272

Episcopal Retirement Services Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
State
Year formed
1997
Most recent tax filings
2022-12-01
Description
The Episcopal Retirement Services Foundation solicits, acquires, monitors, and invests money and property to support Episcopal Retirement Services and Episcopal Retirement homes. Through successful fundraising efforts, the foundation has enabled the continued operation of these organizations located in Cincinnati, OH.
Also known as...
Laura Lamb
Total revenues
$2,413,369
2022
Total expenses
$3,065,813
2022
Total assets
$53,161,316
2022
Num. employees
0
2022

Program areas at Episcopal Retirement Services Foundation

The Episcopal Retirement Services Foundation (ersf) has been successful in soliciting, receiving and investing funds for the support of Episcopal Retirement Services (ers) and Episcopal Retirement homes, inc. (erh). This has enabled ers and erh to continue operating and developing senior housing for the community in continuing care Retirement communities, affordable subsidized housing, community Services, meals on wheels and parish health ministry.

Grants made by Episcopal Retirement Services Foundation

GranteeGrant descriptionAmount
Episcopal Retirement Homes (ERS)General Operating Support$2,054,670
Episcopal Retirement ServicesGeneral Operating Support$537,045

Who funds Episcopal Retirement Services Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
L and L Nippert Charitable Foundation Attn Carter F Randolph PHDOrganization's Charitable Purpose$86,104
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$42,050
Ohio Capital Impact CorporationSponsorship, Operational Support$33,500
...and 3 more grants received

Personnel at Episcopal Retirement Services Foundation

NameTitleCompensation
Laura LambDirector and President and Chief Executive Officer / Director and Chief Executive Officer / Executive Vice President$0
Daniel P StewardChief Financial Officer and Treasurer and Secretary$0
Bryan ReynoldsVice President , Marketing / Vice President of Marketing and Public Relations$0
Joan WetzelVice President , Human Resources and Org Development / Vice President of Human Resources and Organizational Development / Vice President of Human Resources and Org Development / Vice President of Human Resources and Ord Development$0
Beverly EdwardsVice President , Health Services$0
...and 12 more key personnel

Financials for Episcopal Retirement Services Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,811,984
Program services$0
Investment income and dividends$397,796
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$203,589
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,413,369

Form 990s for Episcopal Retirement Services Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-03-31990View PDF
2018-122020-01-27990View PDF
...and 9 more Form 990s
Data update history
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 15, 2024
Updated personnel
Identified 2 new personnel
December 27, 2023
Received grants
Identified 4 new grant, including a grant for $86,104 from L and L Nippert Charitable Foundation Attn Carter F Randolph PHD
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsHuman service organizationsCharities
Issues
Human services
Characteristics
Funds one specific organizationProvides grantsFundraising eventsOperates internationallyState / local levelEndowed supportGala fundraisersTax deductible donationsNo full-time employees
General information
Address
3870 Virginia Ave
Cincinnati, OH 45227
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Website URL
episcopalretirement.com/ 
Phone
(513) 271-9610
IRS details
EIN
31-1570272
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P11: Human Services Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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