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EIN 31-1570272

Episcopal Retirement Services Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Cincinnati
State
Ohio
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
P11: Human Services Single Organization Support
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
$2,963,522
2023
Total expenses
$4,424,388
2023
Total assets
$58,026,140
2023
Num. employees
0
2023

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$3,432,350
Episcopal Retirement ServicesGeneral Operating Support$546,238

Who funds Episcopal Retirement Services Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,657,150
Ohio Capital Impact CorporationSponsorship$30,000
Schwab Charitable FundHuman Services$23,901
...and 2 more grants received

Personnel at Episcopal Retirement Services Foundation

NameTitleCompensation
Laura LambPresident and Chief Executive Officer$0
Dan StewardChief Financial Officer
Daniel P StewardChief Financial Officer and Treasurer and Secretary$0
Lauryn MooreVice President of Marketing and Public Relations
Joan WetzelVice President of Human Resources and Organizational Development$0
...and 15 more key personnel

Financials for Episcopal Retirement Services Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,342,675
Program services$0
Investment income and dividends$379,436
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$241,411
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,963,522

Form 990s for Episcopal Retirement Services Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-03-31990View PDF
...and 10 more Form 990s
Data update history
February 8, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 22, 2025
Updated personnel
Identified 1 new personnel
January 12, 2025
Received grants
Identified 3 new grant, including a grant for $30,000 from Ohio Capital Impact Corporation
October 23, 2024
Updated personnel
Identified 14 new personnel
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Grantmaking organizationsHuman service organizationsHeadquarter / parent organizationsCharities
Issues
Human services
Characteristics
Funds one specific organizationProvides grantsFundraising eventsOperates internationallyState / local levelEndowed supportGala fundraisersTax deductible donationsNo full-time employeesAccepts online donations
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
Central organization
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