Arbor Acres United Methodist Retirement Community Inc
Arbor acres, an affiliate ministry of the united methodist church, serves senior adults through facilities and programs that enhance opportunity for security, contentment and life with meaning and purpose.
Arbor Acres United Methodist Retirement Community Inc at a glance
In short: Arbor Acres United Methodist Retirement Community Inc gave $415K across 1 grant in 2025 (avg $415K), mostly in North Carolina. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $415,000
- +33.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $415,000
- +33.9% vs 2024
- Median grant
- $415,000
- Total assets
- $214,405,681
- +3.5% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026.
Who Arbor Acres United Methodist Retirement Community Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Winston-Salem Foundation ($415K).
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 7 grants of 14 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Arbor Acres United Methodist Retirement Community Inc gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $132K (2020) to $420K (2022). In 2025 it made 1 grant totaling $415K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Winston-Salem Foundation Winston-Salem, NC | Operational Support | $415,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $214,405,681 | $58,950,328 | $53,683,244 | $415,000 | 1 | $2,524,377 |
| 2024 | $207,154,578 | $55,658,686 | $51,408,625 | $310,000 | 1 | $2,334,364 |
| 2023 | $204,571,385 | $51,036,034 | $47,724,267 | $180,000 | 1 | $3,191,114 |
| 2022 | $194,181,150 | $44,731,107 | $40,981,488 | $420,000 | 6 | $62,543 |
| 2021 | $155,220,604 | $40,394,713 | $38,902,524 | $315,000 | 5 | $3,064,084 |
| 2020 | $141,135,946 | $39,848,773 | $37,815,900 | $132,100 | 1 | $848,697 |
About Arbor Acres United Methodist Retirement Community Inc
Based on IRS filings
Arbor Acres United Methodist Retirement Community Inc is a public charity, based in Winston-Salem, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $214.4M in total assets. In 2025, it awarded 1 grant totaling $415K. Net investment income was $2.5M.
Leadership & Key People
Officers and directors from IRS filings
Arbor Acres United Methodist Retirement Community Inc is led by Andrew Applegate, CEO on every filing since 2020; 9 of 30 officers listed in 2025 are compensated.
Officers on the 2025 filing
Andrew Applegate
CEO
On filings since 2020
40 hrs/week
$288K (2020) → $412K (2025)
Bill Hollan
Chair
Board Member → Chair Elect, 2024
Chair Elect → Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Amanda Harrell
Director of Nursing
On filings since 2022
40 hrs/week
$124K (2022) → $144K (2025)
Erin Perkins
Director of Dining
On filings since 2023
40 hrs/week
$119K (2023) → $137K (2025)
Joseph Gilmartin
Senior Director of Operations
On filings since 2023
40 hrs/week
$123K (2023) → $177K (2025)
Kathryn Sears
Senior Director Hr & Talent Arts
On filings since 2024
40 hrs/week
$138K (2024) → $155K (2025)
David Matthews
CFO
On filings since 2020
40 hrs/week
$175K (2020) → $292K (2025)
Julie Tampa
Secretary
On filings since 2020
40 hrs/week
$69K (2020) → $89K (2025)
Elizabeth Byrd
Vice President Health Services
On filings since 2024
40 hrs/week
$92K (2024) → $202K (2025)
Shonette Pettiford
Healthcare Administrator
New on the 2025 filing
40 hrs/week
$168K (2025)
Courtney Douglas
Secretary
Board Member → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Donald Eppert
Board Member
Board Member → Ex-Officio, 2023
Ex-Officio → Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
J. Hill Stockton
Board Member
On filings since 2020
1 hr/week
No compensation reported
John E. Lauer
Treasurer
Board Member → Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
John Willingham
Past Chair
Chair Elect → Chair, 2022
Chair → Past Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Sam Moore
Board Member
Ex-Officio → Board Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Wendy Walker-Fox
Board Member
On filings since 2020
1 hr/week
No compensation reported
Tanya Afolayan
Board Member
On filings since 2021
1 hr/week
No compensation reported
Bishop Ken Carter
Board Member
Ex-Officio → Board Member, 2024
On filings since 2022
1 hr/week
No compensation reported
Ricky Shore
At Large
Board Member → At Large, 2025
On filings since 2022
1 hr/week
No compensation reported
John Ruffin
Board Member
On filings since 2023
1 hr/week
No compensation reported
Montrale Boykin
Board Member
On filings since 2023
1 hr/week
No compensation reported
Burton Vance
Board Member
On filings since 2024
1 hr/week
No compensation reported
Clare Jordan
Board Member
On filings since 2024
1 hr/week
No compensation reported
Eddie Stubbins
Board Member
On filings since 2024
1 hr/week
No compensation reported
Bill Davis
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Bryan Thompson
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Lisa Gfeller
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
McCullough McCullough
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Stewart Holmes
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (45)
- Former: Carroll McCullough (2020–2024) — Board Member
- Former: Christine Dunn (2020–2024) — Board Member
- Former: Christopher Pearce (2020–2024) — Board Member
- Former: Kathy Gwyn (2020–2024) — Vice President Health Services
- Former: Susan Elster (2020–2024) — Board Member
- Former: John Earle (2021–2024) — Board Member
- Former: Samuel Black (2021–2024) — Board Member
- Former: Tog Newman (2023–2024) — Board Member
- Former: Darrell Holland (2024) — Controller
- Former: David Hinton (2020–2023) — Board Member
- Former: Drewry Nostitz (2020–2023) — Vice Chair
- Former: Lynn Ross (2020–2023) — Director of Marketing
- Former: Pamela Ball (2020–2023) — Ex-Officio
- Former: Vincent Howell (2020–2023) — Board Member
- Former: Hannah Yoon (2021–2023) — Healthcare Administrator
- Former: Bill Sayers (2022–2023) — Ex-Officio
- Former: William E Hollan III (2023) — Chair Elect
- Former: Art Bloom (2020–2022) — Board Member
- Former: Bishop Paul Leeland (2020–2022) — Ex-Officio
- Former: Cinny S. Graham (2020–2022) — Board Member
- Former: Les Cranfill (2020–2022) — Director of Buildings & Grounds
- Former: Judy Reeder (2021–2022) — Ex-Officio
- Former: Denni Peebles (2022) — Director of Philanthropy
- Former: Amanda Cleary (2020–2021) — Nurse Manager
- Former: Dudley Chandler (2020–2021) — Board Member
- Former: Florence Corpening (2020–2021) — Secretary
- Former: Frank Rayburn (2020–2021) — Ex-Officio
- Former: J. William McGuinn Jr. (2020–2021) — Board Member
- Former: Kaye Lambert (2020–2021) — Board Member
- Former: Kenneth Boyles (2020–2021) — COO
- Former: Kevin Clinkenbeard (2020–2021) — Director of Facilities
- Former: Susan S. Schwartz (2020–2021) — Board Member
- Former: Victoria Hunt (2020–2021) — Vice Chair
- Former: Dale Dek Driscoll (2020) — Ex-Officio
- Former: Danny Newcomb (2020) — Treasurer
- Former: James Ruffin (2020) — Board Member
- Former: Kathy Nelson (2020) — Vice Chair
- Former: Kimberly Snow (2020) — Assistant Don
- Former: Margaret Hayden (2020) — Ex-Officio
- Former: Marsha Bledsoe (2020) — Board Member
- Former: Mike Bailey (2020) — Ex-Officio
- Former: Scott Gerding (2020) — Board Member
- Former: Steven Reeder (2020) — Board Member
- Former: Welborn Alexander (2020) — Board Member
- Former: William Sayers (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $412K, to Andrew Applegate (CEO). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Arbor Acres United Methodist Retirement Community Inc
How much does Arbor Acres United Methodist Retirement Community Inc give each year?
Arbor Acres United Methodist Retirement Community Inc gave $415K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $310K across 1 grant.
How large is Arbor Acres United Methodist Retirement Community Inc?
Arbor Acres United Methodist Retirement Community Inc reported $214.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $59.0M.
Where does Arbor Acres United Methodist Retirement Community Inc operate?
Arbor Acres United Methodist Retirement Community Inc has awarded grants in North Carolina.
What is Arbor Acres United Methodist Retirement Community Inc's EIN?
Arbor Acres United Methodist Retirement Community Inc's EIN (Employer Identification Number) is 56-1152263. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS August 28, 2026)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 29, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2025)
- IRS filings on file for fiscal years 2020–2024
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