The CareSource Foundation
The CareSource Foundation is a public charity based in Dayton, Ohio, established in 2006. It supports nonprofit organizations working to improve health, opportunity, and well-being, particularly for low- and moderate-income families and underserved communities.
The CareSource Foundation at a glance
In short: The CareSource Foundation gave $3.0M across 52 grants in 2024 (avg $58K), top state Ohio. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $3,020,062
- -10.3% vs 2023
- Grants made (2024)
- 52
- -48.0% vs 2023
- Average grant
- $58,078
- +72.5% vs 2023
- Median grant
- $50,000
- Total assets
- $1,053,870
- -7.3% vs 2023
- Primary geography
- Ohio (39% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
How to apply to The CareSource Foundation
- Accepts unsolicited proposals
- No
- Invitation Only
-
The foundation does not accept unsolicited requests under its invitation-only process. Organizations must be invited to participate.
- Contact
Mailing address: PO Box 8738, Dayton, OH 45401-8738
Phone: (937) 224-3300
Website: https://caresource.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The CareSource Foundation
Who The CareSource Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Valley Healthcare System Inc ($180K). Together the top 10 received $1.4M.
Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.
Grant Size Distribution
326 grants across all recorded years
The most common grant size was under $50K: 215 grants of 326 (66%).
Geographic Focus
Where this funder awards grants
The foundation says it prioritizes communities where CareSource members reside and gives priority to programs within CareSource service areas, while considering other locations case by case. In 2024, grant dollars went primarily to organizations in Ohio (39%), Georgia (17%), Indiana (10%), and North Carolina (10%); California received 5%. The filing also identifies a Dayton-region focus for neighborhood and downtown redevelopment.
Grant Distribution by State
Share of 2024 grant dollars across all 52 itemized grants.
States
Cities
How The CareSource Foundation gives
- 6% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−12%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $795K (2019) to $4.1M (2022). In 2024 it made 52 grants totaling $3.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Valley Healthcare System Inc Columbus, GA | OnMed Mobile Care Station to Increase Healthcare Access | $180,000 |
| Habitat for Humanity of Greater Dayton Dayton, OH | Critical Home Repair and Workforce Development | $170,000 |
| People Working Cooperatively Inc Cincinnati, OH | Contractor Training and Capital Investment | $169,000 |
| Victory Project Inc Dayton, OH | Victory Over Poverty Campaign | $150,000 |
| The Arc of Indiana Inc Indianapolis, IN | Leadership, Advocacy, Peer Mentoring for People with Intellectual & Developmental Disabilities | $150,000 |
| Bring Change 2 Mind San Francisco, CA | Middle School Mental Health Awareness Program | $144,000 |
| Shepherd Community Inc Indianapolis, IN | The Ruby Project | $100,000 |
| Georgia Family Connection Partnership Inc Atlanta, GA | Virtual Community Engagement Hub | $100,000 |
| Manna Foodbank Inc Asheville, NC | General Support | $100,000 |
| CHC Creating Healthier Communities Alexandria, VA | Black Birthing Initiative | $100,000 |
Ready to take the next step with The CareSource Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,053,870 | $3,680,093 | $3,421,600 | $3,020,062 | 52 | $180,093 |
| 2023 | $1,136,861 | $3,668,665 | $3,687,168 | $3,366,260 | 100 | $168,665 |
| 2022 | $1,633,400 | $3,532,442 | $4,648,757 | $4,102,639 | 90 | $32,442 |
| 2021 | $2,454,689 | $3,503,916 | $4,043,560 | $3,431,507 | 71 | $3,916 |
| 2020 | $2,363,550 | $2,559,149 | $1,312,017 | $1,080,000 | 13 | $9,149 |
| 2019 | $900,380 | $2,020,825 | $1,801,762 | $795,000 | 5 | $17,275 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to further the charitable purposes of 501(c)(3) organizations within the CareSource Public Charities. Its filing says its work aims to improve members’ lives and communities by improving health and well-being.
The foundation identifies priorities including health education and healthy habits; maternal, infant, and child health; support for people with disabilities and other complex populations to live independently; Dayton-area neighborhood and downtown redevelopment; and development of a 21st-century workforce. Its website also describes initiatives such as preventive care, mental and behavioral health access, chronic disease support, and safe, stable homes.
The foundation supports nonprofit organizations addressing health and human-service needs. Examples from 2024 include Valley Healthcare System, whose stated mission is to provide comprehensive primary health care and related services regardless of circumstances, and People Working Cooperatively, which says it performs critical home repairs so low-income homeowners can remain in their homes independently and in a safe, sound environment.
Grantmaking
The 2024 filing reports 52 grants totaling $3,020,062. Grant amounts ranged from $6,462 to $180,000, with a median of $50,000. Examples include $180,000 to Valley Healthcare System for an OnMed Mobile Care Station to increase health care access; $170,000 to Habitat for Humanity of Greater Dayton for critical home repair and workforce development; $169,000 to People Working Cooperatively for contractor training and capital investment; and $150,000 each to the Victory Project for its Victory Over Poverty Campaign and The Arc of Indiana for leadership, advocacy, and peer mentoring for people with intellectual and developmental disabilities.
Beginning July 31, 2026, the foundation’s website says grantmaking is invitation-only. The process begins with direct outreach from foundation staff and an introductory conversation. After that conversation, organizations may be invited to apply, asked for more information or a follow-up conversation, or told the foundation will not move forward at that time. Invited applicants receive access to the online application portal and submission instructions. Applications are reviewed by foundation staff. The foundation supports organizations tax-exempt under IRS Section 501(c)(3); its FAQ lists individuals, scholarship organizations, organizations less than three years old, for-profit organizations, fraternal organizations, sporting clubs, organizations outside the U.S., and political parties, campaigns, or candidates among requests not eligible for support. Multi-year grants are available, with annual payments contingent on approval of interim narrative and financial reports.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Erhardt Preitauer as president and trustee. Ro Nita Hawes-Saunders was chair and trustee; Kenneth Herr was vice chair and trustee; James Gross was second vice chair and trustee; and Lawrence Smart was treasurer. Other trustees listed were Ellen Leffak, J Thomas Maultsby, and William Marstellar. Richard Topping was listed as secretary and trustee through May 31, with Edward Stubbers listed in that role effective June 1.
The CareSource Foundation is led by Erhardt Preitauer, President & Trustee since 2024 (on filings since 2019); none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Erhardt Preitauer
President & Trustee
CEO, President & Trustee → President & Trustee, 2024
On filings since 2019
1 hr/week
No compensation reported
Ro Nita Hawes-Saunders
Chair & Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Ellen Leffak
Trustee
Trustee From → Trustee, 2020
On filings since 2019
1 hr/week
No compensation reported
J Thomas Maultsby
Trustee
Chairperson & Trustee → Chair & Trustee, 2021
Chair & Trustee → Trustee, 2022
On filings since 2019
1 hr/week
No compensation reported
James Gross
2nd Vice Chair & Trustee
Secretary, Treasurer & Trustee → Secretary, Trs Then 2nd V Chair & Trustee, 2023
Secretary, Trs Then 2nd V Chair & Trustee → 2nd Vice Chair & Trustee, 2024
On filings since 2019
1 hr/week
No compensation reported
Kenneth Herr
Vice Chair & Trustee
Trustee → Secretary, Treasurer & Vice Chair, 2021
Secretary, Treasurer & Vice Chair → Vice Chair & Trustee, 2022
On filings since 2019
1 hr/week
No compensation reported
William Marstellar
Trustee
On filings since 2020
1 hr/week
No compensation reported
Richard Topping
Secretary & Trustee
On filings since 2023
1 hr/week
No compensation reported
Edward Stubbers
Secretary & Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Jai Pillai
Former Chief Operating Ofr
Chief Operating Officer → Chief Operating Ofr, 2023
Chief Operating Ofr → Former Chief Operating Ofr, 2024
On filings since 2019
No compensation reported
Lawrence Smart
Treasurer
Chief Financial Officer → CFO Then Treasurer, 2023
CFO Then Treasurer → Treasurer, 2024
On filings since 2021
1 hr/week
No compensation reported
Former officers (11)
- Former: Daniel McCabe (2019–2023) — Former Chief Administrator Officer
- Former: RoNita Hawes-Saunders (2019–2023) — Chair & Trustee
- Former: Scott Markovich (2021–2023) — Trustee
- Former: David Finkel (2021–2022) — Former Executive Vice President Markets & Trustee
- Former: David Goltz (2019–2021) — Chief Financial Ofr
- Former: Pamela B Morris (2019–2021) — Trustee
- Former: Cathy Ponitz (2019–2020) — Vice President Foundation
- Former: Lisa Grigsby (2019–2020) — Trustee
- Former: Terence Rapoch (2019–2020) — Trustee
- Former: L Tarlton Thomas III (2019) — Former Chief Operating Officer
- Former: William Marsteller DC (2019) — Trustee
Data from IRS Form 990 filings, 2019–2024. "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 The CareSource Foundation
How much does The CareSource Foundation give each year?
The CareSource Foundation gave $3.0M across 52 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $3.4M across 100 grants.
What is The CareSource Foundation's typical grant size?
The CareSource Foundation's median grant in 2024 was $50,000, and its average grant was $58,078, across 52 grants on its 2024 IRS Form 990.
Where does The CareSource Foundation give grants?
The CareSource Foundation's top state is Ohio, with 39% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were Georgia (17%) and Indiana (10%). The most frequent recipient cities were Dayton, OH (10 grants), Charlotte, NC (4 grants), Indianapolis, IN (3 grants) and Cincinnati, OH (3 grants).
Does The CareSource Foundation give general operating support?
Yes: 27% of The CareSource Foundation's 2024 grants with a stated purpose (14 of 52) were for general or operating support, per its 2024 IRS Form 990.
Who are The CareSource Foundation's largest grantees?
The CareSource Foundation's largest 2024 grantees include Valley Healthcare System Inc ($180,000), Habitat for Humanity of Greater Dayton ($170,000) and People Working Cooperatively Inc ($169,000), according to its 2024 IRS Form 990. It also paid 1 individual scholarship ($50,000), which are not listed by name. Together they received 17% of its itemized 2024 grant dollars.
How large is The CareSource Foundation?
The CareSource Foundation reported $1.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.7M.
What does The CareSource Foundation fund?
The foundation’s stated mission is to further the charitable purposes of 501(c)(3) organizations within the CareSource Public Charities. Its filing says its work aims to improve members’ lives and communities by improving health and well-being. See mission & focus areas ↑
How do I apply for a grant from The CareSource Foundation?
The foundation does not accept unsolicited requests under its invitation-only process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The CareSource Foundation's EIN?
The CareSource Foundation's EIN (Employer Identification Number) is 56-2582561. IRS Form 990 filing data is available on this page for 2019–2024.
Does The CareSource Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS November 16, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The CareSource Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The CareSource Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/the-caresource-foundation-morg_46718cbef7c246afa9c63001be3839ff
BibTeX
@misc{grantable_562582561_2026,
author = {{Grantable}},
title = {{The CareSource Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-caresource-foundation-morg_46718cbef7c246afa9c63001be3839ff},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The CareSource Foundation'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.
The CareSource Foundation down — hundreds of funders to go?