SHELTERING ARMS FOUNDATION
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Cite this
Plain text SHELTERING ARMS FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/sheltering-arms-foundation-541615599. Retrieved 2026-11-08.
APA furp.org. (n.d.). SHELTERING ARMS FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 8, 2026, from https://furp.org/org/sheltering-arms-foundation-541615599
MLA “SHELTERING ARMS FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/sheltering-arms-foundation-541615599. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $4.9M · expenses $5.9M · assets $207.7M
- EIN
- 54-1615599
- Address
- 8226 MEADOWBRIDGE RD, MECHANICSVLLE, VA 23116-2331
- Website
- WWW.SHELTERINGARMSFOUNDATION.ORG
- NTEE code
- E11 Single Organization Support (Health Care) published (IRS Business Master File, as E110)
- FURP topic
- science: research education (from its 990 text; the topic index)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- December 2023 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO FUEL THE VISIONS OF SHELTERING ARMS HOSPITAL AND SHELTERING ARMS INSTITUTE BY BUILDING COMMUNITY PHILANTHROPIC SUPPORT, BY STEWARDING (CONTINUED ON SCHEDULE O)OUR INVESTMENT PORTFOLIO TO REINVEST IN THOSE MISSIONS, AND BY ENHANCING COMMUNITY RELATIONS WITH INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND ORGANIZATIONS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| John L Mcelroy Iii | FOUNDATION PRESIDENT | 2009-2024 | $430,725 | $3,979,168 | 7 |
| James S Litsinger | CFO & TREASURER | 2018-2024 | $455,181 | $2,580,257 | 6 |
| Kelly Del Campo Merricks | VP PHILANTHROPY & SECRETARY | 2015-2024 | $206,164 | $1,748,725 | 1 |
| Kyle S Amey | MAJOR GIFT GIVING OFFICER | 2024 | $139,936 | $139,936 | 1 |
| Lisa B Resch | DIRECTOR OF DONOR MANAGEMENT | 2024 | $115,938 | $115,938 | 1 |
| Patricia M Ambler | DIRECTOR OF PROSPECT DEVELOPMENT | 2024 | $114,346 | $114,346 | 1 |
| James E Sok (former) | Ex-offico | 2009-2015 | $1,033,104 | $1,453,987 | 5 |
| James Braith (former) | SECRETARY/VP OF BUSINESS DEVELOPMENT | 2009-2013 | $291,636 | $1,237,906 | 4 |
| Michael Dacus (former) | Treasurer | 2011-2015 | $331,016 | $1,188,141 | 5 |
| Michael A Boemmel (former) | TREASURER UNTIL DECEMBER 2011 | 2009-2011 | $326,874 | $940,551 | 3 |
| Jim Litsinger (former) | TREASURER | 2016-2017 | $325,228 | $458,208 | 1 |
Officers and directors, no compensation reported
49 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Ashby Hackney | DIRECTOR | 2010-2024 | 1 | $0 reported | 7 |
| Dr Peter Zedler | DIRECTOR | 2024 | 1 | $0 reported | 6 |
| Peter H Bowles | CHAIR | 2009-2024 | 1 | $0 reported | 12 |
| Barbara H Dunn Phd Rn | VICE CHAIR (THRU 6/25) | 2013-2024 | 1 | $0 reported | 4 |
| Holly Antrim | DIRECTOR | 2023-2024 | 1 | $0 reported | 5 |
| Richard Bagby | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Gina Bass | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Michael W Bor | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Lawrence Gibson | DIRECTOR | 2009-2024 | 1 | $0 reported | 5 |
| Russell Harper | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Michael J Jarvis Jr | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Sarah Kay | VICE CHAIR (AS OF 6/25) | 2023-2024 | 1 | $0 reported | 3 |
| Rick Kelly | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Lisa Taylor Powell | DIRECTOR | 2010-2024 | 1 | $0 reported | 2 |
| Sue H Schutt | DIRECTOR | 2013-2024 | 1 | $0 reported | 1 |
| Andrew Slay | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Latasia S Turpin | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Dallas Disbrow | DIRECTOR (AS OF 01/25) | 2024 | 1 | $0 reported | 1 |
| Beth Flippo Hutchins | DIRECTOR (AS OF 01/25) | 2024 | 1 | $0 reported | 1 |
| Carl Price | DIRECTOR (AS OF 01/25 - THRU 09/25) | 2024 | 1 | $0 reported | 1 |
| Theodore Price (former) | CHAIR (THRU 2/24) | 2009-2023 | 1 | $0 reported | 5 |
| Patricia Cushnie (former) | DIRECTOR (THRU 2/24) | 2014-2023 | 1 | $0 reported | 10 |
| Leslie Wyatt (former) | DIRECTOR (THRU 2/24) | 2020-2023 | 1 | $0 reported | 9 |
| Andy H Bennett (former) | DIRECTOR | 2017-2021 | 1 | $0 reported | 1 |
| Charles M Caravati Iii (former) | DIRECTOR | 2009-2021 | 1 | $0 reported | 3 |
| Patricia B Cushnie Bsn Med (former) | DIRECTOR | 2020-2021 | 1 | $0 reported | 1 |
| Rick Kelley (former) | DIRECTOR | 2021 | 1 | $0 reported | 1 |
| W Bates Chappell (former) | DIRECTOR | 2009-2020 | 1 | $0 reported | 4 |
| Paul R Kelley (former) | DIRECTOR | 2017-2020 | 1 | $0 reported | 1 |
| Sarah P Porter (former) | DIRECTOR | 2020 | 1 | $0 reported | 1 |
| Dianne V Jewell (former) | DIRECTOR | 2013-2019 | 1 | $0 reported | 6 |
| Jean Hershey (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| P Rick Kelley (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| Joyce F Nash (former) | DIRECTOR | 2009-2019 | 1 | $0 reported | 4 |
| Latasha S Turpin (former) | DIRECTOR | 2017-2019 | 1 | $0 reported | 1 |
| William T Clarke Jr (former) | DIRECTOR | 2010-2018 | 1 | $0 reported | 6 |
| Elisabeth Mullins (former) | DIRECTOR | 2018 | 1 | $0 reported | 1 |
| S Buford Scott (former) | DIRECTOR | 2009-2018 | 1 | $0 reported | 3 |
| Diane V Jewell (former) | DIRECTOR | 2014-2017 | 1 | $0 reported | 1 |
| J Waverly Pulley Iii (former) | Immediate Past Chair | 2015 | 1 | $0 reported | 5 |
| Caroline W Williams (former) | Ex-offico | 2015 | 1 | $0 reported | 1 |
| Mrs Stewart Hilbert (former) | DIRECTOR | 2013-2014 | 1 | $0 reported | 1 |
| Diane V Jewell Ptdptphd (former) | DIRECTOR | 2012 | 1 | $0 reported | 1 |
| Donald M Switz (former) | DIRECTOR | 2009-2011 | 4 | $0 reported | 5 |
| Gilbert Rosenthal (former) | DIRECTOR | 2009-2011 | 4 | $0 reported | 1 |
| William T Clarke (former) | DIRECTOR | 2009 | 4 | $0 reported | 2 |
| John C Purnell Jr (former) | DIRECTOR | 2009 | 4 | $0 reported | 1 |
| Harry Lee (former) | DIRECTOR | 2009 | 4 | $0 reported | 1 |
| Stanley Pauley (former) | DIRECTOR | 2009 | 4 | $0 reported | 1 |
People by year
2024 · 26 people listed · 6 paid, $1.5M · 0 employees · 19 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES S LITSINGER | CFO & TREASURER | 40 | $406,552 | $0 | $48,629 | $455,181 | 6 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $367,127 | $63,598 | $430,725 | 7 |
| KELLY DEL CAMPO MERRICKS | VP PHILANTHROPY & SECRETARY | 40 | $0 | $167,549 | $38,615 | $206,164 | 1 |
| KYLE S AMEY | MAJOR GIFT GIVING OFFICER | 40 | $0 | $111,986 | $27,950 | $139,936 | 1 |
| LISA B RESCH | DIRECTOR OF DONOR MANAGEMENT | 40 | $0 | $100,424 | $15,514 | $115,938 | 1 |
| PATRICIA M AMBLER | DIRECTOR OF PROSPECT DEVELOPMENT | 40 | $0 | $100,788 | $13,558 | $114,346 | 1 |
| PETER H BOWLES | CHAIR | 1 | $0 | $0 | $0 | $0 | 12 |
| BARBARA H DUNN PHD RN | VICE CHAIR (THRU 6/25) | 1 | $0 | $0 | $0 | $0 | 4 |
| SARAH KAY | VICE CHAIR (AS OF 6/25) | 1 | $0 | $0 | $0 | $0 | 3 |
| HOLLY ANTRIM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD BAGBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GINA BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL W BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALLAS DISBROW | DIRECTOR (AS OF 01/25) | 1 | $0 | $0 | $0 | $0 | 1 |
| BETH FLIPPO HUTCHINS | DIRECTOR (AS OF 01/25) | 1 | $0 | $0 | $0 | $0 | 1 |
| LAWRENCE GIBSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| ASHBY HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL J JARVIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK KELLY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL PRICE | DIRECTOR (AS OF 01/25 - THRU 09/25) | 1 | $0 | $0 | $0 | $0 | 1 |
| SUE H SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW SLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LATASIA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DR PETER ZEDLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
2023 · 22 people listed · 3 paid, $1.1M · 0 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES S LITSINGER | CFO & TREASURER | 40 | $401,438 | $0 | $33,410 | $434,848 | 6 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $366,880 | $46,807 | $413,687 | 7 |
| KELLY DEL CAMPO MERRICKS | VP PHILANTHROPY & SECRETARY | 40 | $0 | $173,932 | $27,606 | $201,538 | 1 |
| PETER H BOWLES | CHAIR (AS OF 2/24) | 1 | $0 | $0 | $0 | $0 | 12 |
| BARBARA H DUNN PHD RN | VICE CHAIR (AS OF 2/24) | 1 | $0 | $0 | $0 | $0 | 4 |
| THEODORE PRICE | CHAIR (THRU 2/24) | 1 | $0 | $0 | $0 | $0 | 5 |
| HOLLY ANTRIM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD BAGBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GINA BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL W BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA CUSHNIE | DIRECTOR (THRU 2/24) | 1 | $0 | $0 | $0 | $0 | 10 |
| LAWRENCE GIBSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| ASHBY HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL J JARVIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SARAH KAY | DIRECTOR (AS OF 2/24) | 1 | $0 | $0 | $0 | $0 | 3 |
| RICK KELLY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE H SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW SLAY | DIRECTOR (AS OF 2/24) | 1 | $0 | $0 | $0 | $0 | 1 |
| LATASIA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE WYATT | DIRECTOR (THRU 2/24) | 1 | $0 | $0 | $0 | $0 | 9 |
2022 · 19 people listed · 3 paid, $769K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN L MCELROY III | PRESIDENT | 40 | $0 | $360,357 | $45,840 | $406,197 | 7 |
| KELLY DEL CAMPO MERRICKS | SECRETARY | 40 | $0 | $168,904 | $26,811 | $195,715 | 1 |
| JAMES S LITSINGER | CFO & TREASURER | 4 | $0 | $150,395 | $17,043 | $167,438 | 6 |
| THEODORE PRICE | CHAIR | 1 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 12 |
| RICHARD BAGBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GINA BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL W BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA CUSHNIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| BARBARA DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE GIBSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| ASHBY HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL J JARVIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK KELLY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE H SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LATASIA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE WYATT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
2021 · 19 people listed · 3 paid, $1.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES S LITSINGER | TREASURER | 1 | $0 | $416,032 | $31,180 | $447,212 | 6 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $357,558 | $31,981 | $389,539 | 7 |
| KELLY DEL CAMPO MERRICKS | SECRETARY | 40 | $0 | $165,531 | $26,580 | $192,111 | 1 |
| THEODORE W PRICE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 12 |
| RICHARD M BAGBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GINA P BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDY H BENNETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL W BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| PATRICIA B CUSHNIE BSN MED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA H DUNN PHD RN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RUSSELL B HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK KELLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE H SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LATASIA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE G WYATT RN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
2020 · 22 people listed · 3 paid, $1.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $406,029 | $31,639 | $437,668 | 7 |
| JAMES S LITSINGER | CFO & TREASURER | 5 | $0 | $393,381 | $31,100 | $424,481 | 6 |
| KELLY DEL CAMPO MERRICKS | SECRETARY | 40 | $0 | $157,269 | $26,148 | $183,417 | 1 |
| THEODORE W PRICE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 12 |
| RICHARD M BAGBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GINA P BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDY H BENNETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL W BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA B CUSHNIE BSN MED | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA H DUNN PHD RN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL B HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL R KELLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SARAH P PORTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE H SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LATASIA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE G WYATT RN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
2019 · 22 people listed · 3 paid, $860K · 0 employees · 90 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES S LITSINGER | CFO & TREASURER | 5 | $0 | $348,375 | $31,341 | $379,716 | 6 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $274,910 | $31,377 | $306,287 | 7 |
| KELLY DEL CAMPO MERRICKS | SECRETARY | 40 | $0 | $154,001 | $19,502 | $173,503 | 1 |
| THEODORE W PRICE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 12 |
| GINA BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDY H BENNETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA CUSHNIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| JEAN HERSHEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANNE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| P RICK KELLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LATASHA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 24 people listed · 3 paid, $806K · 0 employees · 89 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $330,328 | $31,093 | $361,421 | 7 |
| JAMES S LITSINGER | TREASURER | 4 | $0 | $240,357 | $31,024 | $271,381 | 6 |
| KELLY DEL CAMPO MERRICKS | SECRETARY | 40 | $0 | $153,341 | $19,641 | $172,982 | 1 |
| THEODORE W PRICE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 12 |
| GINA BASS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDY H BENNETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATRICIA B CUSHNIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| BARBARA H DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| RUSSELL HARPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DIANNE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PAUL R KELLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELISABETH MULLINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| LATASHA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 20 people listed · 3 paid, $827K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN L MCELROY III | FOUNDATION PRESIDENT | 40 | $0 | $327,540 | $24,730 | $352,270 | 7 |
| JIM LITSINGER | TREASURER | 4 | $0 | $299,711 | $25,517 | $325,228 | 1 |
| KELLY MERRICKS | SECRETARY | 40 | $0 | $130,095 | $19,730 | $149,825 | 1 |
| THEODORE W PRICE | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| PETER H BOWLES | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 12 |
| ANDY H BENNETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATRICIA B CUSHNIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| BARBARA H DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| DIANE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL R KELLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| LATASHA S TURPIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 16 people listed · 3 paid, $625K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN L MCELROY III | Foundation President | 40 | $0 | $317,926 | $27,877 | $345,803 | 7 |
| Kelly Merricks | Secretary | 40 | $0 | $136,318 | $9,802 | $146,120 | 1 |
| Jim Litsinger | Treasurer | 4 | $0 | $125,117 | $7,863 | $132,980 | 1 |
| THEODORE W PRICE | Chairman | 2 | $0 | $0 | $0 | $0 | 5 |
| Peter H Bowles | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 12 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| Patricia B Cushnie | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| Barbara H Dunn | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| Lawrence E Gibson | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| DIANE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| Sue Schutt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 20 people listed · 4 paid, $1.8M · 4 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Sok | Ex-offico | 1 | $0 | $934,440 | $98,664 | $1,033,104 | 5 |
| Michael E Dacus | Treasurer | 4 | $0 | $309,069 | $21,947 | $331,016 | 5 |
| JOHN L MCELROY III | Foundaton President | 40 | $0 | $296,340 | $21,840 | $318,180 | 7 |
| Kelly Merricks | Secretary | 40 | $0 | $116,677 | $10,673 | $127,350 | 1 |
| Lawrence E Gibson | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| Patricia B Cushnie | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| Barbara H Dunn | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| DIANE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| Sue Schutt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| THEODORE W PRICE | Chairman | 2 | $0 | $0 | $0 | $0 | 5 |
| Peter H Bowles | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 12 |
| J Waverly Pulley III | Immediate Past Chair | 1 | $0 | $0 | $0 | $0 | 5 |
| Caroline W Williams | Ex-offico | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 16 people listed · 2 paid, $589K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL E DACUS | TREASURER | 4 | $0 | $351,214 | $20,707 | $371,921 | 5 |
| JOHN L MCELROY III | EX OFFICIO/PRESIDENT | 40 | $0 | $203,561 | $13,830 | $217,391 | 7 |
| PETER BOWLES | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 12 |
| BARBARA H DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DIANE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SUE SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MRS STEWART HILBERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA B CUSHNIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| THEODORE W PRICE | CHAIRMAN/DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
2013 · 16 people listed · 2 paid, $615K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL E DACUS | TREASURER | 4 | $0 | $304,241 | $18,878 | $323,119 | 5 |
| JAMES A BRAITH | SECRETARY/VP OF BUSINESS DEVELOPMENT | 4 | $0 | $261,871 | $29,765 | $291,636 | 4 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| BARBARA H DUNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DIANNE V JEWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| SUE SCHUTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MRS STEWART HILBERT | JR BOARD REPRESENTATIVE-EX- OFFICIO | 1 | $0 | $0 | $0 | $0 | 1 |
| THEODORE PRICE | DIRECTOR/CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 5 |
| PETER BOWLES | DIRECTOR/ VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 12 |
| JOHN L MCELROY III | EX OFFICIO/ PRESIDENT | 40 | $0 | $0 | $0 | $0 | 7 |
2012 · 14 people listed · 2 paid, $464K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES A BRAITH | VP OF BUS. DEVELOPMENT/SEC | 4 | $0 | $280,064 | $22,043 | $302,107 | 4 |
| MICHAEL E DACUS | TREASURER | 4 | $0 | $152,039 | $10,046 | $162,085 | 5 |
| PETER BOWLES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 12 |
| CHARLES M CARAVATI III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| W BATES CHAPPELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DIANE V JEWELL PTDPTPHD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| S BUFORD SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| LISA TAYLOR POWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN L MCELROY III | DIRECTOR/EX OFFICIO | 2 | $0 | $0 | $0 | $0 | 7 |
| LAWRENCE E GIBSON | DIRECTOR/FIRST VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 5 |
| THEODORE W PRICE | CHAIRMAN/DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
2011 · 16 people listed · 2 paid, $565K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL A BOEMMEL | TREASURER UNTIL DECEMBER 2011 | 2 | $0 | $319,187 | $7,687 | $326,874 | 3 |
| JAMES A BRAITH | VP OF BUS. DEVELOPMENT/SECRETARY | 2 | $0 | $210,846 | $27,113 | $237,959 | 4 |
| PETER BOWLES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 12 |
| CHARLES M CARAVATI III | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE JR | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 6 |
| W BATES CHAPPELL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| GILBERT ROSENTHAL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| JOYCE F NASH | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 7 |
| S BUFORD SCOTT | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| DONALD M SWITZ MD | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| LISA POWELL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
| JOHN L MCELROY III | DIRECTOR/EX OFFICIO | 4 | $0 | $0 | $0 | $0 | 7 |
| LAWRENCE E GIBSON | DIRECTOR/FIRST VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 5 |
| THEODORE W PRICE | CHAIRMAN/DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL E DACUS | TREASURER BEGINNING JUNE 2012 | 4 | $0 | $0 | $0 | $0 | 5 |
2010 · 15 people listed · 2 paid, $603K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL A BOEMMEL | CFO/VP OF FINANCE/TREASURER | 2 | $0 | $344,709 | $13,660 | $358,369 | 3 |
| JAMES A BRAITH | VP OF BUSINESS DEVELOPMENT/SECRETARY | 2 | $0 | $215,933 | $28,509 | $244,442 | 4 |
| THEODORE W PRICE | CHAIRMAN/DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| CHARLES M CARAVATI III | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE JR | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 6 |
| W BATES CHAPPELL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR/FIRST VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 5 |
| JOYCE F NASH | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| ASHBY R HACKNEY | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 7 |
| S BUFORD SCOTT | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| DONALD M SWITZ MD | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| LISA POWELL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
| GILBERT ROSENTHAL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN L MCELROY III | DIRECTOR/EX OFFICIO | 4 | $0 | $0 | $0 | $0 | 7 |
| PETER BOWLES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 12 |
2009 · 17 people listed · 3 paid, $838K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES E SOK | PRESIDENT/CEO/DIRECTOR | 40 | $0 | $382,823 | $38,060 | $420,883 | 5 |
| MICHAEL A BOEMMEL | TREASURER/DIRECTOR | 40 | $0 | $253,924 | $1,384 | $255,308 | 3 |
| JAMES A BRAITH | SECRETARY/DIRECTOR | 40 | $0 | $149,525 | $12,237 | $161,762 | 4 |
| THEODORE W PRICE | CHAIRMAN/DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| CHARLES M CARAVATI III | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM T CLARKE | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 2 |
| W BATES CHAPPELL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| LAWRENCE E GIBSON | DIRECTOR/FIRST VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 5 |
| JOYCE F NASH | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 4 |
| JOHN C PURNELL JR | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| S BUFORD SCOTT | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 3 |
| DONALD M SWITZ MD | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 5 |
| HARRY LEE | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| GILBERT ROSENTHAL | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| STANLEY PAULEY | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN L MCELROY III | DIRECTOR/EX OFFICIO | 4 | $0 | $0 | $0 | $0 | 7 |
| PETER BOWLES | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 12 |
Highest-paid independent contractors
2021 · 1 contractor · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $1,057,620 |
2020 · 1 contractor · $841K
| Name | Location | Service | Paid |
|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $841,290 |
2019 · 1 contractor · $936K
| Name | Location | Service | Paid |
|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $936,427 |
2018 · 1 contractor · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $1,001,271 |
2017 · 2 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $1,138,551 |
| COMMUNITY COUNSELING SERVICE | NEW YORK, NY | FUNDRAISING | $274,246 |
2016 · 1 contractor · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAF Investment Holdings LP | Charlotte, NC | Investment Management | $1,073,885 |
2014 · 1 contractor · $160K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | ATLANTA, GA | INVESTMENT ADVISORY SERVICES | $159,698 |
2013 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | INVESTMENT ADVISORY SERVICES | $108,891 |
2012 · 1 contractor · $202K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | ATLANTA, GA | INVESTMENT ADVISORY SERVICES | $202,424 |
2011 · 1 contractor · $100K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | ATLANTA, GA | INVESTMENT ADVISORY SERVICES | $100,310 |
2010 · 1 contractor · $125K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | ATLANTA, GA | INVESTMENT ADVISORY SERVICES | $124,875 |
2009 · 1 contractor · $123K
| Name | Location | Service | Paid |
|---|---|---|---|
| LCG ASSOCIATES | ATLANTA, GA | INVESTMENT ADVISORY SERVICES | $122,834 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 3 grants to organizations · $4.1M
2023 · 3 grants to organizations · $1.3M
Listed grants add up to $1,319,254; the return's “grants paid” expense line says $1,349,086. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 3 grants to organizations · $13.6M
2020 · 2 grants to organizations · $10.1M
2019 · 2 grants to organizations · $34.4M
2018 · 3 grants to organizations · $10.8M
2017 · 1 grant to organizations · $16.7M
2016 · 1 grant to organizations · $311K
2015 · 1 grant to organizations · $50K
Listed grants add up to $50,000; the return's “grants paid” expense line says $56,242. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 1 grant to organizations · $50K
Listed grants add up to $50,000; the return's “grants paid” expense line says $56,258. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 1 grant to organizations · $50K
Listed grants add up to $50,000; the return's “grants paid” expense line says $52,085. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $4,937,873 | $5,868,650 | $207,678,459 | $207,678,459 | $4,762,007 | $0 | $406,552 | 0 | 19 |
| 2023 · Form 990 | ||||||||
| $1,921,828 | $3,074,612 | $195,721,205 | $195,712,653 | $1,885,261 | $0 | $401,438 | 0 | 16 |
| 2022 · Form 990 | ||||||||
| $1,911,891 | $2,760,595 | $178,045,482 | $178,045,482 | $1,569,193 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $26,560,815 | $19,123,892 | $174,112,507 | $174,112,507 | $3,443,473 | $0 | $597,343 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $11,542,533 | $15,043,420 | $205,278,403 | $205,278,403 | $8,555,185 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $11,198,951 | $40,293,711 | $175,691,612 | $172,947,591 | $3,269,979 | $0 | $0 | 0 | 90 |
| 2018 · Form 990 | ||||||||
| $13,695,802 | $15,628,895 | $202,137,301 | $199,099,120 | $10,250,216 | $0 | $0 | 0 | 89 |
| 2017 · Form 990 | ||||||||
| $34,747,162 | $21,753,973 | $197,335,160 | $197,328,708 | $2,673,733 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $8,570,836 | $16,949,587 | $219,512,323 | $219,505,871 | $1,900,050 | $0 | $0 | 0 | 13 |
| 2015 · Form 990 | ||||||||
| $10,737,211 | $17,559,269 | $212,128,320 | $212,121,868 | $2,029,641 | $0 | $0 | 4 | 14 |
| 2014 · Form 990 | ||||||||
| $34,947,531 | $11,843,404 | $215,022,706 | $215,016,254 | $1,818,545 | $0 | $0 | 0 | 14 |
| 2013 · Form 990 | ||||||||
| $16,923,535 | $9,239,446 | $222,747,414 | $222,744,950 | $1,315,655 | $0 | $0 | 0 | 13 |
| 2012 · Form 990 | ||||||||
| $11,452,068 | $4,357,441 | $212,423,732 | $212,423,732 | $687,140 | $0 | $0 | 0 | 12 |
| 2011 · Form 990 | ||||||||
| $1,631,498 | $7,872,187 | $192,598,122 | $192,598,122 | $995,718 | $0 | $0 | 0 | 13 |
| 2010 · Form 990 | ||||||||
| $14,954,648 | $6,955,657 | $177,686,464 | $177,686,464 | $5,858,119 | $0 | $0 | 0 | 13 |
| 2009 · Form 990 | ||||||||
| $3,328,269 | $8,458,656 | $178,992,480 | $178,992,480 | $662,271 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- SHELTERING ARMS HOSPITAL Mechanicsvlle, VA · 9 people in common (Ashby Hackney, Barbara H Dunn Phd Rn, Dr Peter Zedler) · related organization (Schedule R)
- SHELTERING ARMS HOSPITAL SOUTH INC Mechanicsvlle, VA · 8 people in common (Ashby Hackney, Barbara H Dunn Phd Rn, Dr Peter Zedler) · related organization (Schedule R)
- PALMYRA REHABILITATION CORPORATION Mechanicsville, VA · 8 people in common (Ashby Hackney, Barbara H Dunn Phd Rn, Dr Peter Zedler)
- SHELTERING ARMS CORPORATION Mechanicsvlle, VA · 7 people in common (Ashby Hackney, Dr Peter Zedler, Holly Antrim) · related organization (Schedule R)
- REHAB JV LLC Richmond, VA · 4 people in common (Ashby Hackney, Dr Peter Zedler, James S Litsinger)
- COUNTRY CLUB OF VIRGINIA INC Richmond, VA · 2 people in common (Ashby Hackney, John L Mcelroy Iii)
- ELK HILL FARM INC Goochland, VA · 2 people in common (John L Mcelroy Iii, Peter H Bowles)
- WESTMINSTER-CANTERBURY CORPORATION Richmond, VA · 1 person in common (Peter H Bowles)
- WESTMINSTER-CANTERBURY FOUNDATION Richmond, VA · 1 person in common (John L Mcelroy Iii)
- WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION Richmond, VA · 1 person in common (Peter H Bowles)
- WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION Richmond, VA · 1 person in common (Peter H Bowles)
- WESTMINSTER-CANTERBURY CHILD CARE CENTER Richmond, VA · 1 person in common (Peter H Bowles)
- ELK HILL FARM FOUNDATION Goochland, VA · 1 person in common (Peter H Bowles)
- GLEBE OF RICHMOND Richmond, VA · 1 person in common (Peter H Bowles)
Funders of this organization
62 grantors reported grants to this organization, $12,808,807 in all, tax years 2015 to 2025; the 25 largest shown (all 62). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| SHELTERING ARMS HOSPITAL | $3,459,831 | 2 | $1,346,361 | 2021 | 2020-2021 | Public charity | Exact | show |
| COMMONWEALTH FOUNDATIONS | $1,440,000 | 4 | $360,000 | 2023 | 2020-2023 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| THE COMMUNITY FOUNDATION INC | $1,238,535 | 10 | $128,529 | 2024 | 2015-2024 | DAF sponsor | Exact | show |
| JANE & ARTHUR FLIPPO FOUNDATION | $1,065,000 | 8 | $200,000 | 2024 | 2016-2017, 2019-2024 | Private foundation | Fuzzy filed as “THE SHELTERING ARMS FOUNDATION” | show |
| MG MEZZANOTTE FOUNDATION | $800,398 | 4 | $300,000 | 2023 | 2018, 2020-2021, 2023 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| COMMONWEALTH TRANSFUSION FOUNDATION | $600,000 | 1 | $600,000 | 2021 | 2021 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| THEODORE H & NANCY H PRICE | $527,000 | 8 | $15,000 | 2022 | 2015-2022 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| DONOR ADVISED CHARITABLE GIVING | $495,150 | 8 | $99,800 | 2024 | 2017-2024 | DAF sponsor | Exact | show |
| ROBERT G III AND MAUDE MORGAN CABELL FOUNDATION | $445,000 | 4 | $5,000 | 2022 | 2018-2019, 2021-2022 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| RICHARD S REYNOLDS FOUNDATION | $365,000 | 3 | $265,000 | 2022 | 2018-2019, 2022 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| VIRGINIA SARGEANT REYNOLDS FOUNDATION | $300,000 | 3 | $140,000 | 2024 | 2022-2024 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| 4G FOUNDATION | $253,000 | 3 | $100,000 | 2023 | 2020-2021, 2023 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | $160,000 | 5 | $30,000 | 2024 | 2021-2024 | DAF sponsor | Exact | show |
| THE BEIRNE CARTER FOUNDATION | $135,000 | 2 | $72,500 | 2020 | 2019-2020 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| WALTER W REGIRER AND MARIA TERESA REGIRER FOUNDATION | $119,000 | 6 | $20,000 | 2025 | 2020-2025 | Private foundation | Fuzzy filed as “THE SHELTERING ARMS FOUNDATION” | show |
| DAVID S WALKER JR FOUNDATION TR UA | $113,556 | 6 | $21,000 | 2025 | 2018, 2021-2025 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $100,000 | 2 | $50,000 | 2024 | 2020, 2024 | DAF sponsor | Exact | show |
| FEW ACRES FOUNDATION | $100,000 | 1 | $100,000 | 2023 | 2023 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| GREATER CINCINNATI FOUNDATION | $100,000 | 1 | $100,000 | 2019 | 2019 | DAF sponsor | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $95,573 | 4 | $43,273 | 2024 | 2021-2024 | DAF sponsor | Exact | show |
| T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC | $91,037 | 2 | $71,037 | 2024 | 2023-2024 | DAF sponsor | Exact | show |
| ADA MOSS & W M HARLOW CHARITABLE TR | $70,544 | 6 | $11,304 | 2025 | 2020-2025 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| EMILY S & COLEMAN A HUNTER TRUST | $60,000 | 4 | $15,000 | 2025 | 2022-2025 | Private foundation | Fuzzy filed as “THE SHELTERING ARMS FOUNDATION” | show |
| DORAN FAMILY FOUNDATION | $55,000 | 3 | $15,000 | 2023 | 2021-2023 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
| HAMILTON FAM FOUNDATION TR | $50,200 | 5 | $10,000 | 2025 | 2020-2022, 2024-2025 | Private foundation | Fuzzy filed as “SHELTERING ARMS FOUNDATION” | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MJH FOUNDATION | VA | E11 | $7,469,813 | $1,954,057 | ASSISTANT SECRETARY | $1,641,759 | Same NTEE code E11, revenue within 2x, same state |
| BATH COMMUNITY HOSPITAL FOUNDATION | VA | E11 | $3,615,957 | $129,892 | DIRECTOR/SURGEON | $469,176 | Same NTEE code E11, revenue within 2x, same state |
| CENTRA HEALTH FOUNDATION | VA | E11 | $4,874,350 | $8,198,627 | PRESIDENT/CEO (thru 4/18/2024) | $2,878,656 | Same NTEE code E11, revenue within 2x, same state |
| WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION | VA | E11 | $2,666,640 | $1,685,557 | PRESIDENT/CEO (**SEE STATEMENT) | $577,014 | Same NTEE code E11, revenue within 2x, same state |
| SMYTH COUNTY CHARITABLE FUND | VA | E11 | $3,308,326 | $5,653,058 | EXECUTIVE DIRECTOR | $109,002 | Same NTEE code E11, revenue within 2x, same state |
| AMERICAN ASSOCIATION FOR THE STUDY OF LIVER DISEASES FOUNDATION | VA | E11 | $4,672,711 | $3,354,407 | CHIEF EXECUTIVE OFFICER | $746,906 | Same NTEE code E11, revenue within 2x, same state |
| POTOMAC HEALTH FOUNDATION | VA | E11 | $9,728,411 | $10,101,437 | EXECUTIVE DIRECTOR | $174,769 | Same NTEE code E11, revenue within 2x, same state |
| AMERICAN CHIROPRACTIC ASSOCIATION INC | VA | E11 | $3,531,778 | $4,142,437 | Executive Vice President | $370,128 | Same NTEE code E11, revenue within 2x, same state |
| OBICI HEALTHCARE FOUNDATION INC | VA | E11 | $4,097,407 | $5,180,239 | PRESIDENT & CEO | $331,257 | Same NTEE code E11, revenue within 2x, same state |
| RICHMOND MEMORIAL HEALTH FOUNDATION | VA | E11 | $8,887,430 | $6,776,488 | PRESIDENT & CEO | $358,164 | Same NTEE code E11, revenue within 2x, same state |
| ARAVIND EYE FOUNDATION | NY | E11 | $3,650,133 | $1,381,010 | Executive Dir. | $22,185 | Same NTEE code E11, revenue within 2x |
| SUN HEALTH FOUNDATION | AZ | E11 | $9,190,704 | $5,639,344 | PRESIDENT | $597,657 | Same NTEE code E11, revenue within 2x |
| ST HELENA HOSPITAL FOUNDATION | CA | E11 | $4,517,703 | $6,848,178 | CEO | $783,802 | Same NTEE code E11, revenue within 2x |
| AFIA FOUNDATION INC | NY | E11 | $3,427,007 | $7,749,559 | PRESIDENT & CEO - PAID BY WFR | $444,386 | Same NTEE code E11, revenue within 2x |
| TOSA FOUNDATION | TX | E11 | $5,027,813 | $74,027 | EX-OFFICIO [THRU 7/24/25] | $459,465 | Same NTEE code E11, revenue within 2x |
| ELLIS HOSPITAL FOUNDATION INC | NY | E11 | $6,432,336 | $4,958,365 | EXECUTIVE DIRECTOR | $243,233 | Same NTEE code E11, revenue within 2x, similar mission |
| WASHINGTON HOSPITAL FOUNDATION INC | PA | E11 | $8,902,531 | $1,775,845 | DIRECTOR | $1,064,358 | Same NTEE code E11, revenue within 2x, similar mission |
| WINTER HAVEN HOSPITAL FOUNDATION INC | FL | E11 | $4,206,830 | $1,757,239 | PRESIDENT/CEO | $221,983 | Same NTEE code E11, revenue within 2x, similar mission |
| FOUNDATION OF FIRELANDS | OH | E11 | $4,100,586 | $511,905 | PRESIDENT & CEO | $1,168,196 | Same NTEE code E11, revenue within 2x |
| MAUI HEALTH FOUNDATION | HI | E11 | $8,986,446 | $1,937,057 | PRESIDENT | $0 | Same NTEE code E11, revenue within 2x |
| DEBORAH HOSPITAL FOUNDATION | NJ | E11 | $6,004,001 | $9,166,318 | DIR - DHLC PRES/CEO(TERM 8/24) | $1,018,802 | Same NTEE code E11, revenue within 2x, similar mission |
| STURDY HEALTH FOUNDATION INC | MA | E11 | $7,828,299 | $3,922,920 | EXECUTIVE DIRECTOR | $1,573,978 | Same NTEE code E11, revenue within 2x |
| SUMMIT HEALTH FOUNDATION | PA | E11 | $4,149,426 | $3,836,461 | PRESIDENT & CEO - WELLSPAN HEALTH | $3,176,598 | Same NTEE code E11, revenue within 2x |
| CROUSE HEALTH FOUNDATION INC | NY | E11 | $4,325,816 | $3,199,262 | TRUSTEE (FORMER BOARD VICE | $1,200,000 | Same NTEE code E11, revenue within 2x, similar mission |
| CARESOURCE FOUNDATION | OH | E11 | $3,680,093 | $3,421,600 | President, Trustee | $12,201,162 | Same NTEE code E11, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $5,868,650 spent · pay $1,224,995 · grants $4,084,242 · events $21,641
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,084,242 | $4,084,242 | - | - | 69.6% | |
| Other salaries and wages | $991,266 | $797,454 | $193,812 | - | 16.9% | |
| Other employee benefits | $233,729 | $192,831 | $40,898 | - | 4.0% | |
| Other (as described) | MISCELLANEOUS | $155,387 | $119,808 | $35,579 | - | 2.6% |
| Other (as described) | SPECIAL OCCASIONS | $119,711 | $92,301 | $27,410 | - | 2.0% |
| Other (as described) | UBI TAX | $114,599 | $88,360 | $26,239 | - | 2.0% |
| Fees: other services | $46,177 | $20,799 | $25,378 | - | 0.8% | |
| Office expenses | $45,667 | $35,211 | $10,456 | - | 0.8% | |
| Information technology | $31,048 | $23,939 | $7,109 | - | 0.5% | |
| Conferences, conventions and meetings | $21,641 | $16,686 | $4,955 | - | 0.4% | |
| Advertising and promotion | $18,630 | $14,364 | $4,266 | - | 0.3% | |
| Depreciation and depletion | $4,247 | $2,856 | $1,391 | - | 0.1% | |
| Travel | $2,306 | $1,778 | $528 | - | 0.0% | |
| Total | $5,868,650 | 100% |
2023 · Form 990 · $3,074,612 spent · pay $1,219,592 · grants $1,349,086 · events $30,780
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,349,086 | $1,349,086 | - | - | 43.9% | |
| Other salaries and wages | $969,344 | $742,140 | $227,204 | - | 31.5% | |
| Other employee benefits | $250,248 | $190,121 | $60,127 | - | 8.1% | |
| Other (as described) | MISCELLANEOUS | $166,088 | $129,227 | $36,861 | - | 5.4% |
| Other (as described) | UBI TAX | $149,749 | $116,514 | $33,235 | - | 4.9% |
| Fees: other services | $52,833 | $29,099 | $23,734 | - | 1.7% | |
| Office expenses | $45,404 | $35,327 | $10,077 | - | 1.5% | |
| Conferences, conventions and meetings | $30,780 | $23,949 | $6,831 | - | 1.0% | |
| Information technology | $30,428 | $23,675 | $6,753 | - | 1.0% | |
| Fees: legal | $9,839 | $5,419 | $4,420 | - | 0.3% | |
| Advertising and promotion | $9,696 | $7,544 | $2,152 | - | 0.3% | |
| Fees: accounting | $4,899 | $2,698 | $2,201 | - | 0.2% | |
| Travel | $3,237 | $2,519 | $718 | - | 0.1% | |
| Other (as described) | SPECIAL OCCASIONS | $1,746 | $1,358 | $388 | - | 0.1% |
| Depreciation and depletion | $1,235 | $829 | $406 | - | 0.0% | |
| Total | $3,074,612 | 100% |
2022 · Form 990 · $2,760,595 spent · pay $1,172,456 · grants $0 · events $26,976
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $950,805 | $752,434 | $198,371 | - | 34.4% | |
| Other (as described) | MISCELLANEOUS | $831,667 | $354,699 | $476,968 | - | 30.1% |
| Other (as described) | UBI TAX | $267,911 | $223,360 | $44,551 | - | 9.7% |
| Other employee benefits | $221,651 | $177,913 | $43,738 | - | 8.0% | |
| Fees: other services | $142,821 | $53,173 | $89,648 | - | 5.2% | |
| Other (as described) | SHARED SERVICES | $87,067 | $47,193 | $39,874 | - | 3.2% |
| Other (as described) | SPECIAL OCCASIONS | $70,526 | $58,798 | $11,728 | - | 2.6% |
| Office expenses | $53,421 | $44,538 | $8,883 | - | 1.9% | |
| Advertising and promotion | $52,587 | $43,842 | $8,745 | - | 1.9% | |
| Information technology | $34,766 | $28,985 | $5,781 | - | 1.3% | |
| Conferences, conventions and meetings | $26,976 | $22,490 | $4,486 | - | 1.0% | |
| Fees: legal | $10,509 | $3,913 | $6,596 | - | 0.4% | |
| Interest | $6,217 | $5,183 | $1,034 | - | 0.2% | |
| Travel | $3,001 | $2,502 | $499 | - | 0.1% | |
| Depreciation and depletion | $670 | $450 | $220 | - | 0.0% | |
| Total | $2,760,595 | 100% |
2021 · Form 990 · $19,123,892 spent · pay $597,343 · grants $13,591,684 · events $11,953
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $13,591,684 | $13,591,684 | - | - | 71.1% | |
| Other (as described) | INVESTMENT EXPENSES | $2,750,309 | - | $2,750,309 | - | 14.4% |
| Fees: investment management | $1,070,070 | - | $1,070,070 | - | 5.6% | |
| Pay: officers, directors, trustees, key employees | $597,343 | - | $597,343 | - | 3.1% | |
| Other (as described) | SHARED SERVICES | $554,324 | - | $0 | $554,324 | 2.9% |
| Other (as described) | UBI TAX | $126,223 | - | $126,223 | - | 0.7% |
| Fees: other services | $125,947 | - | - | $125,947 | 0.7% | |
| Interest | $117,884 | $117,884 | - | - | 0.6% | |
| Office expenses | $51,768 | - | - | $51,768 | 0.3% | |
| Other (as described) | SPONSORSHIPS | $38,473 | $38,473 | - | - | 0.2% |
| Advertising and promotion | $29,748 | - | - | $29,748 | 0.2% | |
| All other expenses | $27,126 | $1,165 | - | $25,961 | 0.1% | |
| Information technology | $24,222 | - | - | $24,222 | 0.1% | |
| Conferences, conventions and meetings | $11,953 | - | - | $11,953 | 0.1% | |
| Fees: legal | $3,635 | - | - | $3,635 | 0.0% | |
| Travel | $2,513 | - | - | $2,513 | 0.0% | |
| Depreciation and depletion | $670 | - | - | $670 | 0.0% | |
| Total | $19,123,892 | 100% |
2020 · Form 990 · $15,043,420 spent · pay $0 · grants $10,128,082 · events $11,678
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,128,082 | $10,128,082 | - | - | 67.3% | |
| Other (as described) | INVESTMENT EXPENSES | $2,418,381 | - | $2,418,381 | - | 16.1% |
| Other (as described) | SHARED SERVICES | $1,026,256 | - | $134,801 | $891,455 | 6.8% |
| Fees: investment management | $1,004,285 | - | $1,004,285 | - | 6.7% | |
| Other (as described) | UBI TAX | $127,143 | - | $127,143 | - | 0.8% |
| Fees: other services | $119,350 | - | - | $119,350 | 0.8% | |
| Office expenses | $71,725 | - | - | $71,725 | 0.5% | |
| Interest | $48,094 | $48,094 | - | - | 0.3% | |
| All other expenses | $26,551 | $19,683 | - | $6,868 | 0.2% | |
| Information technology | $21,645 | - | - | $21,645 | 0.1% | |
| Advertising and promotion | $20,650 | - | - | $20,650 | 0.1% | |
| Fees: legal | $15,744 | - | - | $15,744 | 0.1% | |
| Conferences, conventions and meetings | $6,169 | - | - | $6,169 | 0.0% | |
| Other (as described) Event | EVENTS | $5,509 | - | - | $5,509 | 0.0% |
| Fees: accounting | $3,000 | - | $3,000 | - | 0.0% | |
| Depreciation and depletion | $763 | - | - | $763 | 0.0% | |
| Travel | $73 | - | - | $73 | 0.0% | |
| Total | $15,043,420 | 100% |
2019 · Form 990 · $40,293,711 spent · pay $0 · grants $34,371,930 · events $57,399
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $34,371,930 | $34,371,930 | - | - | 85.3% | |
| Other (as described) | INVESTMENT EXPENSES | $3,399,505 | - | $3,399,505 | - | 8.4% |
| Other (as described) | SHARED SERVICES | $1,055,724 | - | $134,801 | $920,923 | 2.6% |
| Fees: investment management | $867,741 | - | $867,741 | - | 2.2% | |
| Fees: other services | $200,402 | - | - | $200,402 | 0.5% | |
| All other expenses | $132,510 | $18,665 | - | $113,845 | 0.3% | |
| Interest | $95,507 | $95,507 | - | - | 0.2% | |
| Office expenses | $62,666 | - | - | $62,666 | 0.2% | |
| Other (as described) Event | EVENTS | $43,133 | - | - | $43,133 | 0.1% |
| Advertising and promotion | $24,369 | - | - | $24,369 | 0.1% | |
| Information technology | $21,464 | - | - | $21,464 | 0.1% | |
| Conferences, conventions and meetings | $14,266 | - | - | $14,266 | 0.0% | |
| Fees: legal | $3,288 | - | - | $3,288 | 0.0% | |
| Depreciation and depletion | $812 | - | - | $812 | 0.0% | |
| Travel | $394 | - | - | $394 | 0.0% | |
| Total | $40,293,711 | 100% |
2018 · Form 990 · $15,628,895 spent · pay $0 · grants $10,808,935 · events $96,617
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,808,935 | $10,808,935 | - | - | 69.2% | |
| Other (as described) | INVESTMENT EXPENSES | $2,383,672 | - | $2,383,672 | - | 15.3% |
| Fees: investment management | $970,648 | - | $970,648 | - | 6.2% | |
| Other (as described) | SHARED SERVICES | $888,740 | - | - | $888,740 | 5.7% |
| Other (as described) | OVERHEAD ALLOCATION | $134,801 | - | $134,801 | - | 0.9% |
| Interest | $119,353 | $119,353 | - | - | 0.8% | |
| Other (as described) Event | EVENTS | $80,061 | - | - | $80,061 | 0.5% |
| Fees: other services | $66,588 | - | - | $66,588 | 0.4% | |
| Office expenses | $56,886 | - | - | $56,886 | 0.4% | |
| Fees: professional fundraisers | $31,431 | - | - | $31,431 | 0.2% | |
| Advertising and promotion | $25,686 | - | - | $25,686 | 0.2% | |
| Information technology | $22,407 | - | - | $22,407 | 0.1% | |
| Fees: legal | $17,735 | - | - | $17,735 | 0.1% | |
| Conferences, conventions and meetings | $16,556 | - | - | $16,556 | 0.1% | |
| Travel | $4,281 | - | - | $4,281 | 0.0% | |
| Depreciation and depletion | $1,115 | - | - | $1,115 | 0.0% | |
| Total | $15,628,895 | 100% |
2017 · Form 990 · $21,753,973 spent · pay $0 · grants $16,830,807 · events $93,709
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $16,830,807 | $16,830,807 | - | - | 77.4% | |
| Other (as described) | INVESTMENT EXPENSES | $3,264,682 | - | $3,264,682 | - | 15.0% |
| Other (as described) | SHARED SERVICES | $637,999 | - | - | $637,999 | 2.9% |
| Fees: professional fundraisers | $429,889 | - | - | $429,889 | 2.0% | |
| Other (as described) | CORPORATE OVERHEAD | $231,169 | - | $231,169 | - | 1.1% |
| Fees: other services | $121,656 | - | - | $121,656 | 0.6% | |
| Other (as described) Event | EVENTS | $83,919 | - | - | $83,919 | 0.4% |
| Office expenses | $66,400 | - | $1,184 | $65,216 | 0.3% | |
| Fees: investment management | $30,299 | - | $30,299 | - | 0.1% | |
| Information technology | $20,481 | - | - | $20,481 | 0.1% | |
| Advertising and promotion | $15,952 | - | - | $15,952 | 0.1% | |
| Conferences, conventions and meetings | $9,790 | - | - | $9,790 | 0.0% | |
| Travel | $5,759 | - | - | $5,759 | 0.0% | |
| Fees: legal | $3,749 | - | $3,749 | - | 0.0% | |
| Depreciation and depletion | $1,275 | - | - | $1,275 | 0.0% | |
| All other expenses | $147 | - | - | $147 | 0.0% | |
| Total | $21,753,973 | 100% |
2016 · Form 990 · $16,949,587 spent · pay $0 · grants $311,127 · events $6,393
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $10,893,995 | $10,893,995 | - | - | 64.3% | |
| Other (as described) | Investment expenses | $3,274,840 | - | $3,274,840 | - | 19.3% |
| Fees: investment management | $1,120,499 | - | $1,120,499 | - | 6.6% | |
| Other (as described) | Shared Services | $657,876 | $624,982 | $32,894 | - | 3.9% |
| Fees: other services | $376,097 | $357,292 | $18,805 | - | 2.2% | |
| Grants to US organizations and governments | $311,127 | $311,127 | - | - | 1.8% | |
| Other (as described) | Corporate Overhead | $134,801 | $128,061 | $6,740 | - | 0.8% |
| Office expenses | $127,895 | $121,500 | $6,395 | - | 0.8% | |
| Information technology | $29,040 | $27,588 | $1,452 | - | 0.2% | |
| Advertising and promotion | $11,318 | $10,752 | $566 | - | 0.1% | |
| Conferences, conventions and meetings | $6,393 | $6,073 | $320 | - | 0.0% | |
| Depreciation and depletion | $4,372 | $4,153 | $219 | - | 0.0% | |
| Fees: legal | $914 | $868 | $46 | - | 0.0% | |
| Travel | $420 | $399 | $21 | - | 0.0% | |
| Total | $16,949,587 | 100% |
2015 · Form 990 · $17,559,269 spent · pay $621,821 · grants $56,242 · events $4,985
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $11,844,648 | $11,844,648 | - | - | 67.5% | |
| Other (as described) | SAF - INVESTMENT HOLDIN | $4,569,396 | - | $4,569,396 | - | 26.0% |
| Other salaries and wages | $543,919 | $492,582 | $51,337 | - | 3.1% | |
| Office expenses | $255,625 | $255,625 | - | - | 1.5% | |
| Fees: other services | $195,203 | $156,162 | $39,041 | - | 1.1% | |
| Other employee benefits | $77,902 | $77,902 | - | - | 0.4% | |
| Grants to US organizations and governments | $56,242 | $56,242 | - | - | 0.3% | |
| Depreciation and depletion | $8,576 | $8,576 | - | - | 0.0% | |
| Conferences, conventions and meetings | $4,985 | $4,985 | - | - | 0.0% | |
| Fees: legal | $2,055 | $2,055 | - | - | 0.0% | |
| Advertising and promotion | $573 | $573 | - | - | 0.0% | |
| Travel | $145 | $145 | - | - | 0.0% | |
| Total | $17,559,269 | 100% |
2014 · Form 990 · $11,843,404 spent · pay $0 · grants $56,258 · events $11,981
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $10,233,526 | $10,233,526 | - | - | 86.4% | |
| Other (as described) | SHARED SERVICES AGREEME | $552,978 | $442,382 | $55,298 | $55,298 | 4.7% |
| Office expenses | $357,397 | $285,917 | $35,740 | $35,740 | 3.0% | |
| Fees: investment management | $292,320 | $292,320 | - | - | 2.5% | |
| Advertising and promotion | $283,871 | $13,800 | - | $270,071 | 2.4% | |
| Grants to US organizations and governments | $56,258 | $56,258 | - | - | 0.5% | |
| Fees: other services | $25,424 | $20,340 | $2,542 | $2,542 | 0.2% | |
| Fees: legal | $20,003 | $16,003 | $2,000 | $2,000 | 0.2% | |
| Conferences, conventions and meetings | $11,981 | $9,585 | $1,198 | $1,198 | 0.1% | |
| Depreciation and depletion | $8,709 | $8,709 | - | - | 0.1% | |
| Travel | $937 | $937 | - | - | 0.0% | |
| Total | $11,843,404 | 100% |
2013 · Form 990 · $9,239,446 spent · pay $0 · grants $52,085 · events $4,742
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $7,630,859 | $7,630,859 | - | - | 82.6% | |
| Fees: investment management | $880,332 | $880,332 | - | - | 9.5% | |
| Other (as described) | SHARED SERVICES AGREEME | $424,999 | $339,999 | $42,500 | $42,500 | 4.6% |
| Fees: other services | $184,640 | $147,712 | $18,464 | $18,464 | 2.0% | |
| Grants to US organizations and governments | $52,085 | $52,085 | - | - | 0.6% | |
| Office expenses | $43,693 | $35,447 | $4,123 | $4,123 | 0.5% | |
| Advertising and promotion | $15,850 | $12,680 | - | $3,170 | 0.2% | |
| Conferences, conventions and meetings | $4,742 | $3,794 | $474 | $474 | 0.1% | |
| Information technology | $1,817 | $1,453 | $182 | $182 | 0.0% | |
| Travel | $348 | $348 | - | - | 0.0% | |
| Fees: legal | $81 | $65 | $8 | $8 | 0.0% | |
| Total | $9,239,446 | 100% |
2012 · Form 990 · $4,357,441 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $3,671,437 | $3,671,437 | - | - | 84.3% | |
| Fees: investment management | $686,004 | $686,004 | - | - | 15.7% | |
| Total | $4,357,441 | 100% |
2011 · Form 990 · $7,872,187 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $7,143,996 | $7,143,996 | - | - | 90.7% | |
| Fees: investment management | $728,191 | $728,191 | - | - | 9.3% | |
| Total | $7,872,187 | 100% |
2010 · Form 990 · $6,955,657 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $6,260,695 | $6,260,695 | - | - | 90.0% | |
| Fees: investment management | $694,962 | $694,962 | - | - | 10.0% | |
| Total | $6,955,657 | 100% |
2009 · Form 990 · $8,458,656 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $7,765,000 | $7,765,000 | - | - | 91.8% | |
| Fees: investment management | $693,656 | $693,656 | - | - | 8.2% | |
| Total | $8,458,656 | 100% |
Trademarks
2 US trademarks, 2 live.
- The Sheltering Arms Foundation 2 marks, VA FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| SHELTERING ARMS FOUNDATION | 86893286 | 2016-02-01 | Registered | TRTDXFAP, file of 2026-05-11 |
| GIVING POWER | 86893262 | 2016-02-01 | Registered | TRTDXFAP, file of 2026-05-04 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments