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.
Hospice Endowment Trust Fund of Phoenix AZ at a glance
In short: Hospice Endowment Trust Fund of Phoenix AZ gave $2.9M across 1 grant in 2025 (avg $2.9M), mostly in Arizona. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,895,462
- Grants made (2025)
- 1
- Average grant
- $2,895,462
- Median grant
- $2,895,462
- Total assets
- $918,263,721
- +12.5% vs 2024
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Hospice Endowment Trust Fund of Phoenix AZ funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hospice of the Valley ($2.9M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Hospice Endowment Trust Fund of Phoenix AZ gives
- Giving grew 1119% from 2022 to 2025. 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 2019 to 2025, annual grant giving ranged from $200K (2020) to $5.5M (2019). In 2025 it made 1 grant totaling $2.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hospice of the Valley Phoenix, AZ | Support for unreimbursed clinical care and community bereavement support and educational programs. | $2,895,462 |
Ready to take the next step with Hospice Endowment Trust Fund of Phoenix AZ?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $918,263,721 | $41,431,065 | $4,371,569 | $2,895,462 | 1 | $41,312,596 |
| 2024 | $816,083,022 | $21,541,375 | $1,368,503 | — | — | $21,399,661 |
| 2023 | $669,668,420 | $18,109,598 | $3,631,282 | $2,000,000 | 1 | $17,832,972 |
| 2022 | $587,769,784 | $44,011,492 | $1,878,493 | $237,500 | 2 | $43,960,520 |
| 2021 | $695,172,763 | $36,746,761 | $241,632 | $200,000 | 1 | $36,604,272 |
| 2020 | $554,748,499 | $44,272,595 | $1,944,963 | $200,000 | 1 | $44,227,992 |
| 2019 | $495,209,485 | $19,500,124 | $6,016,299 | $5,500,000 | 3 | $19,441,850 |
About Hospice Endowment Trust Fund of Phoenix AZ
Based on IRS filings
Hospice Endowment Trust Fund of Phoenix AZ is a public charity, based in Phoenix, AZ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $918.3M in total assets. In 2025, it awarded 1 grant totaling $2.9M. Net investment income was $41.3M.
Leadership & Key People
Officers and directors from IRS filings
Hospice Endowment Trust Fund of Phoenix AZ is led by Beth Warne, Trustee & President since 2024 (on filings since 2019); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beth Warne
Trustee & President
Trustee → Trustee & Vice President, 2021
Trustee & Vice President → Trustee & President, 2024
On filings since 2019
0.1 hrs/week
No compensation reported
Deborah Shumway
Executive Director
On filings since 2019
5 hrs/week
No compensation reported
Dieter Gable
Trustee
Trustee & President → Trustee & Immediate Past President, 2021
Trustee & Immediate Past President → Trustee, 2024
On filings since 2019
0.1 hrs/week
No compensation reported
Gerald Smithson
Trustee & Treasurer
On filings since 2019
0.1 hrs/week
No compensation reported
John Jennings
Trustee
Trustee & Secretary → Trustee, 2021
On filings since 2019
0.1 hrs/week
No compensation reported
Kelli Smith
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Lanny Lahr
Trustee
Trustee & Immediate Past President → Trustee, 2021
On filings since 2019
0.1 hrs/week
No compensation reported
Dan Santy
Trustee & Vice President
Secretary → Trustee & Vice President, 2024
On filings since 2021
0.1 hrs/week
No compensation reported
Rita Meiser
Trustee & Immediate Past President
Trustee & President → Trustee & Immediate Past President, 2024
On filings since 2021
0.1 hrs/week
No compensation reported
Kathy Hanley
Trustee & Secretary
On filings since 2024
0.1 hrs/week
No compensation reported
Cynthia Romagnolo
Trustee
New on the 2025 filing
0.1 hrs/week
No compensation reported
Former officers (4)
- Former: Rick Naimark (2019–2024) — Trustee
- Former: Steve Fields (2019–2024) — Trustee
- Former: Shaya Schimel (2019–2022) — Trustee
- Former: James Feltham (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Hospice Endowment Trust Fund of Phoenix AZ
How much does Hospice Endowment Trust Fund of Phoenix AZ give each year?
Hospice Endowment Trust Fund of Phoenix AZ gave $2.9M across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is Hospice Endowment Trust Fund of Phoenix AZ?
Hospice Endowment Trust Fund of Phoenix AZ reported $918.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $41.4M.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 16, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS June 23, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 13, 2024)
- Added Form 990 for fiscal year 2019 (received by the IRS August 16, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Hospice Endowment Trust Fund of Phoenix AZ's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Berkshire Hathaway Energy Foundation
Des Moines, IA
Berkshire Hathaway Energy Foundation provides general support, with reported grants ranging from about $4 million to $4.4 million in 2022–2023 and a single $3.6 million grant in 2024; the 2024 recipient was in Iowa. It accepts written requests describing the amount sought, the organization’s purpose, and the intended use of funds.
Assets
$79.5M
Grants
1
Total Given
$3.6M
Arizona Cardinals Foundation
Phoenix, AZ
The Arizona Cardinals Foundation primarily supports Arizona’s special needs community, especially programs serving people with intellectual and developmental disabilities, while also funding education, health care, and family-support organizations. Its 2024 grants averaged about $13,000, with awards ranging from $10,000 to $20,000 among examples listed; a Cardinals Community Grant program accepts applications from qualified 501(c)(3) organizations, though no deadline is stated.
Assets
$4.7M
Grants
5
Total Given
$768K
Delta Dental Plan of Arizona
Scottsdale, AZ
Delta Dental Plan of Arizona funds Arizona programs serving underserved populations, with priorities including oral health, nutrition and food security, and, beginning in 2027, vision services. For the 2027 cycle, grants are $5,000–$30,000; 2024 awards ranged from $5,000 to $300,000, with a median of $16,240. It accepts applications through its grant process, with an October 8, 2027 deadline.
Assets
$2.6M
Grants
45
Total Given
$1.4M
Gives Sunset FKA Depcom Gives
Scottsdale, AZ
Assets
—
Grants
8
Total Given
$37K
Lord Family Foundation Inc
Scottsdale, AZ
Assets
$1.1M
Grants
8
Total Given
$104K
Brady Foundation
Billings, MT
The Brady Foundation funds charitable organizations working in crisis response, housing, food distribution, education, and community needs, with 2025 grants ranging from $10,000 to $150,000 and a median of $12,500. It is based in Billings, Montana, and its 2025 giving went to organizations in several states, especially DC and Arizona. The foundation says it gives only to preselected organizations and does not accept unsolicited funding requests.
Assets
$6.5M
Grants
14
Total Given
$410K
More similar funders
More Funders in Arizona
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Hospice Endowment Trust Fund of Phoenix AZ's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Hospice Endowment Trust Fund of Phoenix AZ down — hundreds of funders to go?