Caldwell Memorial Hospital Foundation Inc
Health and human services
Caldwell Memorial Hospital Foundation Inc at a glance
In short: Caldwell Memorial Hospital Foundation Inc gave $1.4M across 1 grant in 2025 (avg $1.4M), mostly in North Carolina. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,358,002
- +10.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,358,002
- +10.4% vs 2024
- Median grant
- $1,358,002
- Total assets
- $20,649,503
- +3.8% 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 September 2026.
Who Caldwell Memorial Hospital Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Caldwell Memorial Hospital ($1.4M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 5 (40%).
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 Caldwell Memorial Hospital Foundation Inc gives
- Giving grew 429% from 2022 to 2025. 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 $128K (2023) to $3.3M (2020). In 2025 it made 1 grant totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Caldwell Memorial Hospital Lenoir, NC | Hospital Needs - See IV | $1,358,002 |
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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 | $20,649,503 | $1,670,451 | $1,698,641 | $1,358,002 | 1 | $1,048,540 |
| 2024 | $19,890,294 | $4,472,622 | $1,611,816 | $1,230,577 | 1 | $822,256 |
| 2023 | $15,954,018 | $1,731,029 | $517,067 | $127,733 | 1 | $9,047 |
| 2022 | $12,895,101 | $1,544,934 | $546,021 | $256,530 | 1 | $1,134,770 |
| 2021 | $14,760,424 | $2,098,074 | $1,033,653 | $643,404 | 1 | $1,404,553 |
| 2020 | $12,198,799 | $2,968,092 | $3,531,379 | $3,296,077 | 1 | $654,850 |
About Caldwell Memorial Hospital Foundation Inc
Based on IRS filings
Caldwell Memorial Hospital Foundation Inc is a public charity focused on Health, based in Lenoir, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $20.6M in total assets. In 2025, it awarded 1 grant totaling $1.4M. Net investment income was $1.0M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Caldwell Memorial Hospital Foundation Inc is led by Sherry Ford, President since 2023 (on filings since 2020); none of the 23 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sherry Ford
President
Secretary → Vice President, 2021
Vice President → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Virginia N. Hoyle
Executive Director
On filings since 2020
40 hrs/week
No compensation reported
Ann Smith
Director
Treasurer → Secretary, 2021
Secretary → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Bruce Vanderbloemen
Director
On filings since 2020
1 hr/week
No compensation reported
Dinana McClinton
Director
On filings since 2020
1 hr/week
No compensation reported
Donald D. McNeill
Director
On filings since 2020
1 hr/week
No compensation reported
Gene Hendricks
Director
On filings since 2020
1 hr/week
No compensation reported
Lucy McCarl
Director
On filings since 2020
1 hr/week
No compensation reported
Kenvian Ferguson Helton
Director
On filings since 2022
1 hr/week
No compensation reported
Bob Reichling MD
Director
On filings since 2023
1 hr/week
No compensation reported
Dave Cook MD
Director
On filings since 2023
1 hr/week
No compensation reported
Hector Estepan MD
Director
On filings since 2023
1 hr/week
No compensation reported
Rick Coffey
Director
On filings since 2023
1 hr/week
No compensation reported
Angie Story
Director
On filings since 2024
1 hr/week
No compensation reported
Joe Gibbons
Director
On filings since 2024
1 hr/week
No compensation reported
Sarah Hamler DO
Director
On filings since 2024
1 hr/week
No compensation reported
William Howard III
Director
On filings since 2024
1 hr/week
No compensation reported
David Lowry MD
Ex-Officio Member
Director → Ex-Officio Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Gary Shore
Treasurer
Director → Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Sue Ellen Brookshire
Secretary
Director → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Bob Floyd Jr.
Vice President
Director → Vice President, 2023
On filings since 2021
1 hr/week
No compensation reported
Zachary Kimball MD
Ex-Officio Member
On filings since 2023
1 hr/week
No compensation reported
David Smith
Ex-Officio Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (20)
- Former: Jon Blair (2020–2023) — Director
- Former: Laura Easton (2020–2023) — Ex-Officio Member
- Former: Reggy Greene (2020–2023) — Director
- Former: Terry Hunt (2020–2023) — Director
- Former: Wayne Keller (2020–2023) — Director
- Former: Mayor Joe Gibbons (2021–2023) — Ex-Officio Member
- Former: Ben Boaz (2020–2022) — Director
- Former: Bill Johnson (2020–2022) — Treasurer
- Former: John Francis (2020–2022) — Director
- Former: Steve Lambrechts (2020–2022) — Director
- Former: Stephen Farris (2021–2022) — Ex-Officio Member
- Former: Lee Pennell (2020–2021) — Director
- Former: Tim Palmer (2020–2021) — Director
- Former: Kenvian Ferguson (2021) — Director
- Former: Allen Stewart (2020) — Director
- Former: Jeffrey Keverline (2020) — Ex-Officio Member
- Former: Jim Arnett (2020) — Ex-Officio Member
- Former: Jonathan McMath (2020) — Ex-Officio Member
- Former: Robert Floyd Jr. (2020) — President
- Former: Rodney Stalheim (2020) — Director
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.
Frequently asked questions about Caldwell Memorial Hospital Foundation Inc
How much does Caldwell Memorial Hospital Foundation Inc give each year?
Caldwell Memorial Hospital Foundation Inc gave $1.4M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.2M across 1 grant.
How large is Caldwell Memorial Hospital Foundation Inc?
Caldwell Memorial Hospital Foundation Inc reported $20.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.7M.
What is Caldwell Memorial Hospital Foundation Inc?
Caldwell Memorial Hospital Foundation Inc is a public charity focused on Health, based in Lenoir, NC. It holds $20.6M in total assets as of 2025.
Where does Caldwell Memorial Hospital Foundation Inc operate?
Caldwell Memorial Hospital Foundation Inc has awarded grants in North Carolina.
What is Caldwell Memorial Hospital Foundation Inc's EIN?
Caldwell Memorial Hospital Foundation Inc's EIN (Employer Identification Number) is 58-1935514. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS August 19, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 28, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 30, 2024)
- Updated Form 990 for fiscal year 2020 (received by the IRS August 13, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 28, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS May 29, 2026)
- IRS filings on file for fiscal years 2020–2024
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