Hospice Endowment Trust Fund of Phoenix AZ

PHOENIX, AZ EIN: 94-2856701

HOLDING AND INVESTING CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF HOSPICE OF THE VALLEY, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$816.1M

+21.9% YoY

Revenue

$21.5M

+19.0% YoY

Net Investment Income

$21.4M

+20.0% YoY

Expenses

$1.4M

-62.3% YoY

About Hospice Endowment Trust Fund of Phoenix AZ

Based on IRS filings

Hospice Endowment Trust Fund of Phoenix AZ is a nonprofit organization, based in PHOENIX, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $816.1M in total assets. Net investment income was $21.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ChandlerPhoenixScottsdale

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12M$24M$37M$49M20202021202220232024
Metric202420232022
Total Assets$816,083,022$669,668,420$587,769,784
Revenue$21,541,375$18,109,598$44,011,492
Expenses$1,368,503$3,631,282$1,878,493
Qualifying Distributions
Net Investment Income$21,399,661$17,832,972$43,960,520
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$2M$2M1 grants20201 grants20212 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

1<$50K$50–100K3$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BETH WARNETRUSTEE/PRESIDENT0.1
DAN SANTYTRUSTEE/VICE PRESIDENT0.1
DEBORAH SHUMWAYEXECUTIVE DIRECTOR5
GERALD SMITHSONTRUSTEE/TREASURER0.1
KATHY HANLEYTRUSTEE/SECRETARY0.1
DIETER GABLETRUSTEE0.1
JOHN JENNINGSTRUSTEE0.1
KELLI SMITHTRUSTEE0.1
LANNY LAHRTRUSTEE0.1
RICK NAIMARKTRUSTEE(THRU 11/16/2023)0.1
RITA MEISERTRUSTEE/IMMEDIATE PAST PRESIDENT0.1
STEVE FIELDSTRUSTEE(THRU 05/23/2024)0.1

Frequently Asked Questions

How large is Hospice Endowment Trust Fund of Phoenix AZ?

As of 2024, Hospice Endowment Trust Fund of Phoenix AZ holds $816.1M in total assets with $21.5M in annual revenue.

Where does Hospice Endowment Trust Fund of Phoenix AZ operate?

Hospice Endowment Trust Fund of Phoenix AZ has awarded grants in Arizona.

What is Hospice Endowment Trust Fund of Phoenix AZ's EIN?

Hospice Endowment Trust Fund of Phoenix AZ's EIN (Employer Identification Number) is 94-2856701. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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