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.
Ready to take the next step with Hospice Endowment Trust Fund of Phoenix AZ?
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 2024.
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 | — |
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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