Episcopal Retirement Services Foundation logo

Episcopal Retirement Services Foundation

Public charity · Grantmaker Cincinnati, OH EIN: 31-1570272 Website

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.

Key facts about Episcopal Retirement Services Foundation

In short: Episcopal Retirement Services Foundation gave $2.5M across 2 grants in 2024 (avg $1.2M), mostly in Ohio. Source: 2024 IRS Form 990.

EIN
31-1570272
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$2,491,489
Grants made (2024)
2
Average grant
$1,245,745
Median grant
$1,245,745
Total assets
$61,911,503
Primary geography
Ohio (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · 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

How Episcopal Retirement Services Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+9%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Episcopal Retirement Services Foundation

Based on IRS filings

Episcopal Retirement Services Foundation is a public charity 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

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

Cincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grant2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $2.3M (2021) to $4.0M (2023). In 2024 it made 2 grants totaling $2.5M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Episcopal Retirement Homes Inc: $1.9MEpiscopal Retirement Homes Inc$1.9MEpiscopal Retirement Services: $639KEpiscopal Retirement Services$639K

The largest 2024 recipient was Episcopal Retirement Homes Inc ($1.9M). Together the top 2 received $2.5M.

Grant Size Distribution

9 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K3$500K–1M5$1–5M$5M+

The most common grant size was in the $1–5M range: 5 grants of 9 (56%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Episcopal Retirement Homes Inc Cincinnati, OHGeneral Operating Support$1,852,541
Episcopal Retirement Services Cincinnati, OHGeneral Operating Support$638,948

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
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
Net Investment Income$386,654$379,436$397,796

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Episcopal Retirement Services Foundation is led by Laura Lamb, CEO since 2024 (on filings since 2020); none of the 21 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Laura Lamb

    CEO

    Director, President & CEO → CEO, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Joy Blang

    Executive Director of Philathropy

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Joann Hagopian

    Chair

    On filings since 2021

    0.2 hrs/week

    No compensation reported

  • Bryan Reynolds

    Vice President -Marketing

    Vice President & Marketing → Vice President Marketing, 2023

    Vice President Marketing → Vice President -Marketing, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Chip Workman

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Daniel Steward

    CFO

    CFO, Treasurer & Secretary → CFO, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Joan Wetzel

    Vice President -Human Resources

    Vice President, Hr & Org Development → Vice President, Hr & Org. Development, 2023

    Vice President, Hr & Org. Development → Vice President -Human Resources, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Jon B. Boss

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Tom Regan

    Board Member

    Chairman → Director, 2021

    Director → Board Member, 2024

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Tony Bruns

    Board Member

    Director → Board Member, 2024

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • James Wilson

    Vice President -Affordable Living

    Vice President & Affordable Living → Vice President -Affordable Living, 2024

    On filings since 2021

    10 hrs/week

    No compensation reported

  • Megan Bradford

    Vice President -Middle Market & Ministry

    Vice President, Middle Market & Ministry → Vice President -Middle Market & Ministry, 2024

    On filings since 2021

    10 hrs/week

    No compensation reported

  • Apryl Pope

    Board Member

    Director → Board Member, 2024

    On filings since 2022

    0.2 hrs/week

    No compensation reported

  • Beverly Edwards

    Vice President -Residential Healthcare

    Vice President & Health Services → Vice President -Residential Healthcare, 2024

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Bill Woods

    Board Member -Mpl Representative

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

  • Darren Elin

    Board Member-Bishop's Representative

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

  • Dora Anim

    Board Member

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

  • Eric Kearney

    Board Member

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

  • Lauryn Moore

    Vice President -Marketing

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Thomas Retford

    Board Member -Dh Representative

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

  • W. Thomas Cooper

    Board Member -Echf Representative

    New on the 2024 filing

    0.2 hrs/week

    No compensation reported

Former officers (6)
  • Former: Roy Mitchell (2021–2023) — Director
  • Former: Tom Cooper (2023) — Director
  • Former: Ginny Uehlin (2020–2021) — Vice President & Residential Healthcare
  • Former: Kathy Ison-Lind (2020–2021) — Vice President & Affordable Living
  • Former: Robin Smith (2020–2021) — Director
  • Former: Dan Witten (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "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 Episcopal Retirement Services Foundation

How much does Episcopal Retirement Services Foundation give each year?

Episcopal Retirement Services Foundation gave $2.5M across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $4.0M across 2 grants.

How large is Episcopal Retirement Services Foundation?

Episcopal Retirement Services Foundation reported $61.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.2M.

What is Episcopal Retirement Services Foundation?

Episcopal Retirement Services Foundation is a public charity focused on Human Services, based in Cincinnati, OH. It holds $61.9M in total assets as of 2024.

Where does Episcopal Retirement Services Foundation operate?

Episcopal Retirement Services Foundation has awarded grants in Ohio.

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.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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