CAROL WOODS SHALL BE A CHARITABLE, NOT-FOR-PROFIT CORPORATION MEETING THE NEEDS OF OLDER ADULTS FOR HOUSING, HEALTH, WELL-BEING, AND PROTECTION OF FINANCIAL SECURITY. THE MISSION OF CAROL WOODS SHALL BE TO PROVIDE A SAFE, HEALTHFUL, AND SECURE ENVIRONMENT FOR PERSONS THROUGHOUT THEIR LATER YEARS, AS WELL AS ENGAGE IN COOPERATIVE RESEARCH, DEVELOPMENT AND EDUCATION IN AREAS ENCOMPASSED BY THE MISSION. HIGH QUALITY RESIDENTIAL LIVING AND HEALTH SERVICES SHALL BE PROVIDED ACCORDING TO INDIVDUAL NEEDS. RESIDENTS' ON-GOING NEEDS TO MAINTAIN AND PROMOTE HEALTH AND WELL-BEING SHALL BE SUPPORTED THROUGH THE PROVISION OF APPROPRIATE RESOURCES. CAROL WOODS SHALL ENCOURAGE DIVERSITY, RESIDENTS' LEADERSHIP, PARTICIPATION IN AND SERVICE TO CAROL WOODS AND THE LARGER COMMUNITY. CAROL WOODS SHALL ALSO FOSTER A HIGH QUALITY WORK EXPERIENCE FOR STAFF AND FACILITATE STAFF DEVELOPMENT THAT EMBODIES THE VALUES OF THE ORGANIZATION.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$127.8M
+4.7% YoY
Annual Giving
$846K
-5.0% YoY
Grant Count
20
+0.0% YoY
Avg Grant Size
$42K
-5.0% YoY
About The Chapel Hill Residential Retirement
Based on IRS filings
The Chapel Hill Residential Retirement is a nonprofit organization focused on Housing & Shelter, based in CHAPEL HILL, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $127.8M in total assets. In 2024, it awarded 20 grants totaling $846K. Net investment income was $6.7M.
Focus Areas
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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 | $127,793,531 | $121,999,246 | $120,640,930 |
| Revenue | $40,583,636 | $35,102,132 | $31,949,437 |
| Expenses | $35,969,893 | $34,172,779 | $32,474,861 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $6,692,511 | $3,277,870 | $1,397,174 |
| 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 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Orange County North Carolina ($175,000), Town of Chapel Hill ($125,000), Charles House Association ($75,600).
| Recipient | Purpose | Amount |
|---|---|---|
| CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION CARRBORO, NC | PROMOTE CAREERS IN AGING SERVICES | $17,000 |
| UCC LIVING CENTERS INC CHAPEL HILL, NC | SUPPORT HOUSING FOR SENIORS | $25,000 |
| HABITAT FOR HUMANITY OF ORANGE COUNTY CHAPEL HILL, NC | SUPPORT HOUSING FOR SENIORS | $25,000 |
| HOPE RENOVATIONS CARRBORO, NC | HOME RENOVATIONS FOR SENIORS | $35,000 |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICES CARRBORO, NC | MEALS FOR FOOD-INSECURE SENIORS; HOUSING FOR HOMELESS SENIORS | $25,000 |
| MARIAN CHEEK JACKSON CENTER CHAPEL HILL, NC | SUPPORT HOUSING FOR SENIORS | $40,000 |
| LEADING AGE NORTH CAROLINA FOUNDATION RALEIGH, NC | SUPPORT SENIOR SERVICES | $25,000 |
| CHAPEL HILL CARRBORO MEALS ON WHEELS CHAPEL HILL, NC | MEALS FOR FOOD-INSECURE SENIORS | $50,000 |
| OE ENTERPRISES HILLSBOROUGH, NC | SUPPORTED EMPLOYMENT FOR EMPLOYEES SERVING SENIORS | $12,000 |
| ORANGE COUNTY NORTH CAROLINA HILLSBOROUGH, NC | GENERAL SUPPORT, SENIOR SERVICES | $175,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JESS AYLOR | CHAIR OF THE BOARD | 1 | — |
| LARRY MCMANUS | VICE CHAIR | 1 | — |
| DELORES BAILY | BOARD MEMBER | 1 | — |
| REBECCA BRENT | BOARD MEMBER | 1 | — |
| SUSAN COPPOLA | BOARD MEMBER | 1 | — |
| STEPHEN ELKINS-WILLIAMS | BOARD MEMBER | 1 | — |
| JOHN EVANS | BOARD MEMBER | 1 | — |
| JOHN HAWKINS | BOARD MEMBER | 1 | — |
| DOROTHY HENINGER | BOARD MEMBER | 1 | — |
| CHARLES HOUSE | BOARD MEMBER | 1 | — |
| GEORGE LENSING | BOARD MEMBER | 1 | — |
| ALLEN MASK | BOARD MEMBER | 1 | — |
| TOM MILLER | BOARD MEMBER | 1 | — |
| KENDALL PAGE | BOARD MEMBER | 1 | — |
| WILL PERREAULT | BOARD MEMBER | 1 | — |
| BEN POPKIN | BOARD MEMBER | 1 | — |
| BRUCE RUNBERG | BOARD MEMBER | 1 | — |
| MARGARETE SANDELOWSKI | BOARD MEMBER | 1 | — |
| BETH SCHULTZ | BOARD MEMBER | 1 | — |
| ADAM STEIN | BOARD MEMBER | 1 | — |
| JOSH GURLITZ | BOARD MEMBER | 1 | — |
| CRYSTAL TORAIN | BOARD MEMBER | 1 | — |
| MARIANNE RATCLIFFE | PRESIDENT & CEO | 39 | $304,649 |
| KENNETH G REEB JR | VP OF FINANCE / CFO (RETIRED) | 39 | $238,642 |
| JENNIFER WILSON | VP OF WELL-BEING | 40 | $137,304 |
| LIZBETH TOMAJKO | VP OF HR | 40 | $133,244 |
| CRAIG ANDERSON | REHABILITATION COORDINATOR | 40 | $129,088 |
| LYDIA BARNES | RN - REGISTERED NURSE | 57 | $136,036 |
| SARAH SMILEY | OCCUPATIONAL THERAPIST | 46 | $136,036 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Chapel Hill Residential Retirement?
The Chapel Hill Residential Retirement is a nonprofit organization focused on Housing & Shelter, based in CHAPEL HILL, NC. It holds $127.8M in total assets as of 2024.
How large is The Chapel Hill Residential Retirement?
As of 2024, The Chapel Hill Residential Retirement holds $127.8M in total assets with $40.6M in annual revenue. It awarded 20 grants totaling $846K in 2024.
Where does The Chapel Hill Residential Retirement operate?
The Chapel Hill Residential Retirement has awarded grants in North Carolina.
What size grants does The Chapel Hill Residential Retirement award?
In 2024, The Chapel Hill Residential Retirement awarded 20 grants totaling $846K — an average of about $42K per grant, based on its IRS Form 990 filings.
What is The Chapel Hill Residential Retirement's EIN?
The Chapel Hill Residential Retirement's EIN (Employer Identification Number) is 23-7271041. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Chapel Hill Residential Retirement's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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