Episcopal Retirement Services Foundation
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.
Episcopal Retirement Services Foundation at a glance
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.
- Annual giving (2024)
- $2,491,489
- -37.4% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $1,245,745
- -37.4% vs 2023
- Median grant
- $1,245,745
- Total assets
- $61,911,503
- +6.7% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Episcopal Retirement Services Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
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
The most common grant size was in the $1–5M range: 5 grants of 9 (56%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $61,911,503 | $2,204,505 | $2,868,334 | $2,491,489 | 2 | $386,654 |
| 2023 | $58,026,140 | $2,963,522 | $4,424,388 | $3,978,588 | 2 | $379,436 |
| 2022 | $53,161,316 | $2,413,369 | $3,065,813 | $2,591,715 | 2 | $397,796 |
| 2021 | $67,757,663 | $1,625,234 | $2,842,778 | $2,277,684 | 2 | $323,107 |
| 2020 | $64,204,667 | $2,829,604 | $2,980,159 | $2,587,413 | 1 | $442,238 |
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Episcopal Retirement Services Foundation funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Episcopal Retirement Services Foundation's focus areas in our free grants database
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