THE EXCLUSIVE PURPOSE FOR WHICH EPISCOPAL RETIREMENT SERVICES FOUNDATION WAS FORMED IS TO SOLICIT, RECEIVE, ACQUIRE, HOLD, MONITOR AND INVEST MONEY AND OTHER REAL AND PERSONAL PROPERTY AND, FROM TIME TO TIME, DISBURSE THE SAME AND/OR THE INCOME THEREFROM TO EPISCOPAL RETIREMENT SERVICES (ERS) AND/OR OTHER ORGANIZATIONS THAT ERS IS A MEMBER OF, INCLUDING, BUT NOT LIMITED TO, EPISCOPAL RETIREMENT HOMES, INC., EPISCOPAL RETIREMENT SERVICES DEVELOPMENT, LLC, AND EPISCOPAL RETIREMENT HOMES AFFORDABLE LIVING LLC, AND ALL AFFILIATES OF WHICH IT IS A MEMBER.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$61.9M
+6.7% YoY
Annual Giving
$2.5M
-37.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$1.2M
-37.4% YoY
About Episcopal Retirement Services Foundation
Based on IRS filings
Episcopal Retirement Services Foundation is a nonprofit organization focused on Human Services, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $61.9M in total assets. In 2024, it awarded 2 grants totaling $2.5M. Net investment income was $387K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $61,911,503 | $58,026,140 | $53,161,316 |
| Revenue | $2,204,505 | $2,963,522 | $2,413,369 |
| Expenses | $2,868,334 | $4,424,388 | $3,065,813 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $386,654 | $379,436 | $397,796 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Episcopal Retirement Homes Inc ($1,852,541), Episcopal Retirement Services ($638,948).
| Recipient | Purpose | Amount |
|---|---|---|
| EPISCOPAL RETIREMENT HOMES INC CINCINNATI, OH | GENERAL OPERATING SUPPORT | $1,852,541 |
| EPISCOPAL RETIREMENT SERVICES CINCINNATI, OH | GENERAL OPERATING SUPPORT | $638,948 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOANN HAGOPIAN | CHAIR | 0.2 | — |
| DORA ANIM | BOARD MEMBER | 0.2 | — |
| JON B BOSS | BOARD MEMBER | 0.2 | — |
| TONY BRUNS | BOARD MEMBER | 0.2 | — |
| W THOMAS COOPER | BOARD MEMBER -ECHF REP | 0.2 | — |
| REV DARREN ELIN | BOARD MEMBER-BISHOP'S REP | 0.2 | — |
| ERIC KEARNEY | BOARD MEMBER | 0.2 | — |
| APRYL POPE | BOARD MEMBER | 0.2 | — |
| TOM REGAN | BOARD MEMBER | 0.2 | — |
| THOMAS RETFORD | BOARD MEMBER -DH REP | 0.2 | — |
| BILL WOODS | BOARD MEMBER -MPL REP | 0.2 | — |
| CHIP WORKMAN | BOARD MEMBER | 0.2 | — |
| LAURA LAMB | CEO | 10 | — |
| DANIEL STEWARD | CFO | 10 | — |
| BEVERLY EDWARDS | VP -RESIDENTIAL HEALTHCARE | 10 | — |
| JOAN WETZEL | VP -HUMAN RESOURCES | 10 | — |
| JAMES WILSON | VP -AFFORDABLE LIVING | 10 | — |
| LAURYN MOORE | VP -MARKETING | 10 | — |
| BRYAN REYNOLDS | VP -MARKETING | 10 | — |
| MEGAN BRADFORD | VP -MIDDLE MARKET & MINISTRY | 10 | — |
| JOY BLANG | EXECUTIVE DIRECTOR OF PHILATHROPY | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Episcopal Retirement Services Foundation?
Episcopal Retirement Services Foundation is a nonprofit organization focused on Human Services, based in CINCINNATI, OH. It holds $61.9M in total assets as of 2024.
How large is Episcopal Retirement Services Foundation?
As of 2024, Episcopal Retirement Services Foundation holds $61.9M in total assets with $2.2M in annual revenue. It awarded 2 grants totaling $2.5M in 2024.
Where does Episcopal Retirement Services Foundation operate?
Episcopal Retirement Services Foundation has awarded grants in Ohio.
What size grants does Episcopal Retirement Services Foundation award?
In 2024, Episcopal Retirement Services Foundation awarded 2 grants totaling $2.5M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
What is Episcopal Retirement Services Foundation's EIN?
Episcopal Retirement Services Foundation's EIN (Employer Identification Number) is 31-1570272. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Episcopal Retirement Services Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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