Hospice Endowment Trust Fund of Phoenix AZ
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BETH WARNE | TRUSTEE/PRESIDENT | 0.1 | — |
| DAN SANTY | TRUSTEE/VICE PRESIDENT | 0.1 | — |
| DEBORAH SHUMWAY | EXECUTIVE DIRECTOR | 5 | — |
| GERALD SMITHSON | TRUSTEE/TREASURER | 0.1 | — |
| KATHY HANLEY | TRUSTEE/SECRETARY | 0.1 | — |
| DIETER GABLE | TRUSTEE | 0.1 | — |
| JOHN JENNINGS | TRUSTEE | 0.1 | — |
| KELLI SMITH | TRUSTEE | 0.1 | — |
| LANNY LAHR | TRUSTEE | 0.1 | — |
| RICK NAIMARK | TRUSTEE(THRU 11/16/2023) | 0.1 | — |
| RITA MEISER | TRUSTEE/IMMEDIATE PAST PRESIDENT | 0.1 | — |
| STEVE FIELDS | TRUSTEE(THRU 05/23/2024) | 0.1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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