DOGWOOD HEALTH TRUST

Cite this

Plain text DOGWOOD HEALTH TRUST. furp.org, nonprofit organization profile, tax years 2018–2024. https://furp.org/org/dogwood-health-trust-830590696. Retrieved 2026-10-29.

APA furp.org. (n.d.). DOGWOOD HEALTH TRUST [Nonprofit organization profile; tax years 2018–2024]. Retrieved October 29, 2026, from https://furp.org/org/dogwood-health-trust-830590696

MLA “DOGWOOD HEALTH TRUST.” furp.org, tax years 2018–2024, https://furp.org/org/dogwood-health-trust-830590696. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2018–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $238.7M · expenses $180.0M · assets $2.01B

EIN
83-0590696
Address
890 HENDERSONVILLE RD STE 300, ASHEVILLE, NC 28803-2997
Website
WWW.DHT.ORG
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 2019 (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 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

22 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Susan R Mims CEO2020-2024 $671,063$2,595,414 1
Rachel Ryan GENERAL COUNSEL2020-2024 $386,925$1,895,229 2
Sarah Grymes VICE PRESIDENT2021-2024 $319,890$1,217,242 1
Gregory W Byers VP OF FINANCE2019-2024 $366,744$1,072,607 1
Sarah Thompson VICE PRESIDENT2019-2024 $304,368$983,293 1
Ereka Williams VICE PRESIDENT2022-2024 $303,593$894,642 1
Mark Constantine SVP OF COMMUNITY INV.2023-2024 $419,269$702,039 1
Heather Parlier VICE PRESIDENT2023-2024 $326,692$621,011 1
Alex Howard VICE PRESIDENT2023-2024 $301,728$598,100 2
Ann Young (former) SENIOR ADVISOR2018-2021 $266,359$1,084,898 5
Antony E Chiang (former) CEO2019-2020 $621,427$825,396 1
James Kinard (former) VICE PRESIDENT2021-2022 $326,331$642,859 1
Charles Ayscue (former) INTERIM-CFO (THRU 10/21)2020-2021 $325,361$630,311 7
Brian Myers (former) VICE PRESIDENT2020-2021 $277,472$584,192 2
James Kinard Jr (former) VP OF RESOURCING IMP2019-2020 $308,201$577,668 2
William Buster (former) SENIOR VICE PRESIDEN2021 $355,754$355,754 1
Michael Yeaton (former) CIO2020 $309,491$309,491 1
Elizabeth Russell (former) SENIOR DIRECTOR2022 $274,103$274,103 1
Colleen Culberston (former) STRATEGIC IMPACT DIR2020 $211,846$211,846 1
April Denise Bragg (former) Top 5 Compensated2019 $138,314$138,314 1
Lakesha F McDay (former) Top 5 Compensated2019 $117,854$117,854 1
Neil D Gurney (former) Top 5 Compensated2019 $110,560$110,560 1

Officers and directors, no compensation reported

25 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carol Burton Phd DIRECTOR2023-2024 3 $0 reported 2
Janice Brumit DIRECTOR2018-2024 3 $0 reported 8
John FAV Cecil CHAIR2018-2024 8 $0 reported 6
Jackie L Godlock VICE CHAIR2019-2024 5 $0 reported 1
Vivian A Bolanos TREASURER2018-2024 5 $0 reported 1
Casey M Cooper SECRETARY2020-2024 5 $0 reported 1
Dawna D Goode-Ledbetter DIRECTOR2019-2024 3 $0 reported 1
Richard R Houck DIRECTOR2021-2024 3 $0 reported 1
Fred H Jones DIRECTOR2021-2024 3 $0 reported 1
Samuel D Lupas DIRECTOR2019-2024 3 $0 reported 1
Jose A Mclouglin DIRECTOR2022-2024 3 $0 reported 1
Jamie L Mcmahan DIRECTOR2023-2024 3 $0 reported 1
George D Renfro DIRECTOR2018-2024 3 $0 reported 3
Jacquelyn Y Simms DIRECTOR2020-2024 3 $0 reported 1
Donna A Tipton-Rogers DIRECTOR2020-2024 3 $0 reported 1
Martha C Tyner DIRECTOR2018-2024 3 $0 reported 1
Jose A Mcloughlin (former) DIRECTOR2021 3 $0 reported 1
John Ball (former) DIRECTOR2018-2020 3 $0 reported 5
Robert C Roberts (former) Board Member2018-2019 2 $0 reported 7
Wyatt S Stevens (former) Board Member2018-2019 2 $0 reported 3
Michell Hicks (former) Board Member2018-2019 2 $0 reported 1
Jacquelyn S Simms (former) Board Member2019 2 $0 reported 1
Donna Tipton-Rogers (former) Board Member2019 2 $0 reported 1
Sam Lupas (former) Director2018 5 $0 reported 1
Jackie Simms (former) Director2018 5 $0 reported 1

People by year

2024 · 25 people listed · 9 paid, $3.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN R MIMS CEO50 $581,220-$89,843 $671,0631
MARK CONSTANTINE SVP OF COMMUNITY INV.50 $379,607-$39,662 $419,2691
RACHEL RYAN GENERAL COUNSEL50 $336,877-$50,048 $386,9252
GREGORY W BYERS VP OF FINANCE50 $318,282-$48,462 $366,7441
HEATHER PARLIER VICE PRESIDENT40 $291,386-$35,306 $326,6921
SARAH GRYMES VICE PRESIDENT40 $272,563-$47,327 $319,8901
SARAH THOMPSON VICE PRESIDENT40 $267,033-$37,335 $304,3681
EREKA WILLIAMS VICE PRESIDENT40 $266,252-$37,341 $303,5931
ALEX HOWARD VICE PRESIDENT40 $263,901-$37,827 $301,7282
JOHN FAV CECIL CHAIR8 $0-$0 $06
JACKIE L GODLOCK VICE CHAIR5 $0-$0 $01
VIVIAN A BOLANOS TREASURER5 $0-$0 $01
CASEY M COOPER SECRETARY5 $0-$0 $01
JANICE W BRUMIT DIRECTOR3 $0-$0 $08
CAROL BURTON DIRECTOR3 $0-$0 $02
DAWNA D GOODE-LEDBETTER DIRECTOR3 $0-$0 $01
RICHARD R HOUCK DIRECTOR3 $0-$0 $01
FRED H JONES DIRECTOR3 $0-$0 $01
SAMUEL D LUPAS DIRECTOR3 $0-$0 $01
JOSE A MCLOUGLIN DIRECTOR3 $0-$0 $01
JAMIE L MCMAHAN DIRECTOR3 $0-$0 $01
GEORGE D RENFRO DIRECTOR3 $0-$0 $03
JACQUELYN Y SIMMS DIRECTOR3 $0-$0 $01
DONNA A TIPTON-ROGERS DIRECTOR3 $0-$0 $01
MARTHA C TYNER DIRECTOR3 $0-$0 $01
2023 · 25 people listed · 9 paid, $3.2M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN R MIMS CEO40 $583,196-$87,774 $670,9701
RACHEL RYAN GENERAL COUNSEL40 $335,207-$49,168 $384,3752
GREGORY W BYERS VP OF FINANCE40 $274,808-$45,108 $319,9161
SARAH GRYMES VICE PRESIDENT40 $267,903-$46,062 $313,9651
SARAH THOMPSON VICE PRESIDENT40 $264,321-$36,548 $300,8691
EREKA WILLIAMS VICE PRESIDENT40 $263,527-$36,435 $299,9621
ALEX HOWARD VICE PRESIDENT40 $261,140-$35,232 $296,3722
HEATHER PARLIER SENIOR DIRECTOR40 $260,987-$33,332 $294,3191
MARK CONSTANTINE SVP OF COMMUNITY INV. (AS OF APR/2023)40 $261,065-$21,705 $282,7701
JOHN FAV CECIL CHAIR8 $0-$0 $06
JACKIE L GODLOCK VICE CHAIR5 $0-$0 $01
VIVIAN A BOLANOS TREASURER5 $0-$0 $01
CASEY M COOPER SECRETARY5 $0-$0 $01
JANICE W BRUMIT DIRECTOR3 $0-$0 $08
CAROL BURTON DIRECTOR (AS OF JAN/2023)3 $0-$0 $02
DAWNA D GOODE-LEDBETTER DIRECTOR3 $0-$0 $01
RICHARD R HOUCK DIRECTOR3 $0-$0 $01
FRED H JONES DIRECTOR3 $0-$0 $01
SAMUEL D LUPAS DIRECTOR3 $0-$0 $01
JOSE A MCLOUGLIN DIRECTOR3 $0-$0 $01
JAMIE L MCMAHAN DIRECTOR (AS OF JAN/2023)3 $0-$0 $01
GEORGE D RENFRO DIRECTOR3 $0-$0 $03
JACQUELYN Y SIMMS DIRECTOR3 $0-$0 $01
DONNA A TIPTON-ROGERS DIRECTOR3 $0-$0 $01
MARTHA C TYNER DIRECTOR3 $0-$0 $01
2022 · 22 people listed · 8 paid, $2.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN R MIMS CEO40 $580,262-$42,329 $622,5911
RACHEL RYAN GENERAL COUNSEL40 $333,064-$49,089 $382,1532
JAMES KINARD VICE PRESIDENT40 $285,597-$40,734 $326,3311
SARAH GRYMES VICE PRESIDENT40 $261,369-$44,452 $305,8211
SARAH THOMPSON VICE PRESIDENT40 $256,188-$36,180 $292,3681
EREKA WILLIAMS VICE PRESIDENT40 $255,039-$36,048 $291,0871
ELIZABETH RUSSELL SENIOR DIRECTOR40 $229,468-$44,635 $274,1031
GREGORY W BYERS VP OF FINANCE40 $223,245-$42,970 $266,2151
JANICE W BRUMIT CHAIR10 $0-$0 $08
GEORGE D RENFRO TREASURER/SECRETARY8 $0-$0 $03
JOHN FAV CECIL VICE CHAIR8 $0-$0 $06
MARTHA C TYNER DIRECTOR3 $0-$0 $01
VIVIAN A BOLANOS DIRECTOR3 $0-$0 $01
CASEY M COOPER DIRECTOR3 $0-$0 $01
JACKIE L GODLOCK DIRECTOR3 $0-$0 $01
RICHARD R HOUCK DIRECTOR3 $0-$0 $01
FRED H JONES DIRECTOR3 $0-$0 $01
DAWNA D GOODE-LEDBETTER DIRECTOR3 $0-$0 $01
SAMUEL D LUPAS DIRECTOR3 $0-$0 $01
JOSE A MCLOUGLIN DIRECTOR3 $0-$0 $01
JACQUELYN Y SIMMS DIRECTOR3 $0-$0 $01
DONNA A TIPTON-ROGERS DIRECTOR3 $0-$0 $01
2021 · 23 people listed · 9 paid, $2.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN R MIMS INTERIM-CEO40 $555,000-$33,029 $588,0291
WILLIAM BUSTER SENIOR VICE PRESIDEN40 $313,150-$42,604 $355,7541
RACHEL RYAN GENERAL COUNSEL AND COO40 $307,491-$38,337 $345,8282
CHARLES AYSCUE INTERIM-CFO (THRU 10/21)40 $258,923-$66,438 $325,3617
JAMES KINARD VICE PRESIDENT40 $278,760-$37,768 $316,5281
SARAH GRYMES VICE PRESIDENT40 $250,000-$27,566 $277,5661
BRIAN MYERS VICE PRESIDENT40 $239,700-$37,772 $277,4722
ANN YOUNG SENIOR ADVISOR23 $257,727-$8,632 $266,3595
SARAH B THOMPSON DIRECTOR (THRU 8/21, HIRED 9/21)3 $76,923-$8,765 $85,6881
JANICE W BRUMIT CHAIR5 $0-$0 $08
GEORGE D RENFRO TREAS./SEC./INTERIM CFO (AS OF 10/21)5 $0-$0 $03
JOHN FAV CECIL VICE CHAIR5 $0-$0 $06
MARTHA C TYNER DIRECTOR3 $0-$0 $01
VIVIAN A BOLANOS DIRECTOR3 $0-$0 $01
CASEY M COOPER DIRECTOR3 $0-$0 $01
JACKIE L GODLOCK DIRECTOR3 $0-$0 $01
DAWNA D GOODE-LEDBETTER DIRECTOR3 $0-$0 $01
SAMUEL D LUPAS DIRECTOR3 $0-$0 $01
JACQUELYN Y SIMMS DIRECTOR3 $0-$0 $01
DONNA A TIPTON-ROGERS DIRECTOR3 $0-$0 $01
FRED H JONES DIRECTOR3 $0-$0 $01
RICHARD R HOUCK DIRECTOR3 $0-$0 $01
JOSE A MCLOUGHLIN DIRECTOR3 $0-$0 $01
2020 · 22 people listed · 9 paid, $2.9M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANTONY E CHIANG CEO40 $598,027-$23,400 $621,4271
ANN YOUNG SENIOR ADVISOR40 $412,876-$3,027 $415,9035
RACHEL RYAN GENERAL COUNSEL & COO40 $330,378-$65,570 $395,9482
MICHAEL YEATON CIO40 $300,963-$8,528 $309,4911
JAMES KINARD JR VP OF RESOURCING IMP40 $301,185-$7,016 $308,2012
BRIAN MYERS VP OF IMPACT40 $282,148-$24,572 $306,7202
CHARLES AYSCUE INTERIM-CFO40 $297,442-$7,508 $304,9507
COLLEEN CULBERSTON STRATEGIC IMPACT DIR40 $204,081-$7,765 $211,8461
SUSAN R MIMS INTERIM-CEO40 $42,692-$69 $42,7611
JANICE W BRUMIT CHAIR5 $0-$0 $08
GEORGE D RENFRO SECRETARY/TREASURER5 $0-$0 $03
JOHN FAV CECIL VICE CHAIR5 $0-$0 $06
MARTHA C TYNER DIRECTOR3 $0-$0 $01
VIVIAN A BOLANOS DIRECTOR3 $0-$0 $01
CASEY M COOPER DIRECTOR3 $0-$0 $01
JACKIE L GODLOCK DIRECTOR3 $0-$0 $01
DAWNA D GOODE-LEDBETTER DIRECTOR3 $0-$0 $01
SAMUEL D LUPAS DIRECTOR3 $0-$0 $01
JACQUELYN Y SIMMS DIRECTOR3 $0-$0 $01
SARAH B THOMPSON DIRECTOR3 $0-$0 $01
DONNA A TIPTON-ROGERS DIRECTOR3 $0-$0 $01
DR JOHN R BALL DIRECTOR3 $0-$0 $05
2019 · 22 people listed · 7 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ann Y Young Interim-Exec Director40 $380,875-$21,761 $402,6365
James William Kinard Jr Top 5 Compensated40 $240,508-$28,959 $269,4672
Antony E Chiang Chief Executive Officer40 $188,825-$15,144 $203,9691
April Denise Bragg Top 5 Compensated40 $126,081-$12,233 $138,3141
Gregory W Byers Top 5 Compensated40 $104,908-$14,824 $119,7321
Lakesha F McDay Top 5 Compensated40 $104,908-$12,946 $117,8541
Neil D Gurney Top 5 Compensated40 $95,031-$15,529 $110,5601
Janice W Brumit Chair10 $0-$0 $08
John FAV Cecil Vice Chair5 $0-$0 $06
George D Renfro Treasurer & Secretary5 $0-$0 $03
John R Ball Board Member2 $0-$0 $05
Vivian A Bolanos Board Member2 $0-$0 $01
Jackie L Godlock Board Member2 $0-$0 $01
Dawna D Goode-Ledbetter Board Member2 $0-$0 $01
Michell Hicks Board Member2 $0-$0 $01
Samuel D Lupas Board Member2 $0-$0 $01
Robert C Roberts Board Member2 $0-$0 $07
Jacquelyn S Simms Board Member2 $0-$0 $01
Wyatt S Stevens Board Member2 $0-$0 $03
Sarah B Thompson Board Member2 $0-$0 $01
Donna Tipton-Rogers Board Member2 $0-$0 $01
Martha C Tyner Board Member2 $0-$0 $01
2018 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Janice Brumit Chair5 $0-$0 $08
John FAV Cecil Vice Chair5 $0-$0 $06
George D Renfro Secretary/Treasurer5 $0-$0 $03
Robert C Roberts Director5 $0-$0 $07
Wyatt S Stevens JD Director5 $0-$0 $03
Martha Tyner Director5 $0-$0 $01
Michell Hicks CPA Director5 $0-$0 $01
Sam Lupas Director5 $0-$0 $01
John Ball MD JD Director5 $0-$0 $05
Vivian Bolanos Director5 $0-$0 $01
Jackie Simms Director5 $0-$0 $01
Ann Young Interim Executive Director40 $0-$0 $05

Highest-paid independent contractors

2024 · 5 contractors · $6.2M
NameLocationServicePaid
HIG CAPITAL LLCMIAMI, FLINVESTMENT MANAGEMENT$1,945,461
VERSANT VENTURESSAN FRANCISCO, CAINVESTMENT MANAGEMENT$1,119,445
ITE MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$1,117,714
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT CONSULTING$1,030,000
ADAGE CAPITAL PARTNERS LPBOSTON, MAINVESTMENT MANAGEMENT$1,027,029
2023 · 5 contractors · $5.2M
NameLocationServicePaid
ADAGE CAPITAL PARTNERS LPBOSTON, MAINVESTMENT MANAGEMENT$1,785,035
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT CONSULTING$985,000
LUX VENTURES VI LPNEW YORK, NYINVESTMENT MANAGEMENT$860,404
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MANAGEMENT$773,723
HIG EUROPE CAPITAL PARTNERS III LPMIAMI, FLINVESTMENT MANAGEMENT$749,996
2022 · 5 contractors · $4.4M
NameLocationServicePaid
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT CONSULTING$985,000
ADAGE CAPITAL PARTNERS LPBOSTON, MAINVESTMENT MANAGEMENT$970,060
MAYFAIR EQUITY PARTNERSLONDONINVESTMENT MANAGEMENT$845,841
TCW GROUPLOS ANGELES, CAINVESTMENT MANAGEMENT$807,321
SILCHESTER INTERNATIONAL INVESTORS INCNEW YORK, NYINVESTMENT MANAGEMENT$748,032
2021 · 5 contractors · $5.0M
NameLocationServicePaid
ADAGE CAPITAL PARTNERS LPBOSTON, MAINVESTMENT MANAGEMENT$1,371,606
TCW GROUPLOS ANGELES, CAINVESTMENT CONSULTING$995,006
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT MANAGEMENT$985,000
SYSTEMATIC HOLDING A ABSTOCKHOLMINVESTMENT MANAGEMENT$847,638
VERSANT VENTURE CAPITALSAN FRANCISCO, CAINVESTMENT MANAGEMENT$838,173
2020 · 5 contractors · $6.0M
NameLocationServicePaid
ADAGE CAPITAL PARTNERS LPBOSTON, MAINVESTMENT MGMT$2,677,356
CAMBRIDGE ASSOCIATES LLCBOSTON, MACONSULTING$960,000
HEALTH MANAGEMENT ASSOCIATESDURHAM, NCCONSULTING$937,910
FORMATION PR BRANDHENDERSONVILLE, NCPR AND MARKETING$762,774
1607 CAPITAL INTERNATIONAL EQUITY FUND LPRICHMOND, VAINVESTMENT MGMT$675,840
2019 · 5 contractors · $1.7M
NameLocationServicePaid
Cambridge AssociatesBoston, MAInvestment Management$467,500
The Health InitiativeWashington, DCConsulting$361,571
Robinson BradshawCharlotte, NCLegal Fees$336,083
Witt KiefferOak Brook, ILConsulting$315,982
BlackbaudDaniel Island, SCSoftware Fees$218,904

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 · 835 grants to organizations · $148.2M

Listed grants add up to $148,184,788; the return's “grants paid” expense line says $158,172,584. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 574 grants to organizations · $79.4M

Listed grants add up to $79,361,927; the return's “grants paid” expense line says $89,889,021. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 421 grants to organizations · $73.9M
2021 · 298 grants to organizations · $76.6M

Listed grants add up to $76,566,889; the return's “grants paid” expense line says $102,700,442. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 463 grants to organizations · $27.4M

Listed grants add up to $27,383,648; the return's “grants paid” expense line says $27,018,648. 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

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $3.5M
#ContributorTypeCity, stateTotalNoncashSource
1 MISSION HEALTH SYSTEM FOUNDATION INC Fuzzy 0.67 Organization or other WINTER PARK, FL $3,548,803- Form 990PF Sch. B, 2022 · filing
2021 · 3 contributors · $177.0M
#ContributorTypeCity, stateTotalNoncashSource
2 ANC HEALTHCARE INC Fuzzy 1.00 Organization or other WINTER PARK, FL $169,480,677$1,086,975 Form 990PF Sch. B, 2021 · filing
3 NC DHHS Organization or other RALEIGH, NC $7,474,131- Form 990PF Sch. B, 2021 · filing
1 GEORGE RENFRO Person BILTMORE FOREST, NC $50,000- Form 990PF Sch. B, 2021 · filing
2020 · 3 contributors · $379.8M
#ContributorTypeCity, stateTotalNoncashSource
3 ANC HEALTHCARE INC Fuzzy 1.00 Organization or other WINTER PARK, FL $280,655,331$280,655,331 Form 990PF Sch. B, 2020 · filing
2 ANC HEALTHCARE INC Fuzzy 1.00 Organization or other WINTER PARK, FL $99,121,995- Form 990PF Sch. B, 2020 · filing
1 GEORGE RENFRO Organization or other BILTMORE FOREST, NC $50,000- Form 990PF Sch. B, 2020 · filing
2019 · 3 contributors · $1.05B
#ContributorTypeCity, stateTotalNoncashSource
2 ANC HealthCare Inc Fuzzy 0.68 Organization or other Asheville, NC $1,052,791,328- Form 990PF Sch. B, 2019 · filing
3 Mission Health System Foundation Fuzzy 0.89 Organization or other Asheville, NC $211,554$211,554 Form 990PF Sch. B, 2019 · filing
1 George Renfro Organization or other Asheville, NC $50,000- Form 990PF Sch. B, 2019 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$238,690,769$180,012,693 $2,009,884,772$1,890,044,654 -- $1,615,986--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$265,852,884$106,185,084 $1,896,083,073$1,831,339,092 -- $1,454,278--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$284,500,868$90,019,128 $1,721,270,672$1,672,841,636 $3,548,803- $1,164,295--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$482,449,968$120,833,966 $1,653,227,659$1,609,105,585 $177,004,808- $1,405,467--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$630,200,598$44,140,780 $1,386,374,836$1,370,593,442 $379,827,326- $1,282,521--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,075,157,088$7,685,076 $1,048,292,828$1,046,640,732 $1,053,052,882- $569,700--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$0$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.

Funders of this organization

2 grantors reported grants to this organization, $1,578,176,786 in all, tax years 2018 to 2021. 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
ANC HEALTHCARE INC Public charity Exact 2018-2020 3$1,574,625,346 2020$155,009,964
show
MISSION HEALTH SYSTEM FOUNDATION INC Public charity Fuzzy filed as “DOGWOOD HEALTH TRUST” 2021 1$3,551,440 2021$3,551,440
show

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HOUSTON ENDOWMENT INCTXT20 $160,328,117$122,463,869 DIRECTOR, PRESIDENT, & CEO$1,251,641 Same NTEE code T20, revenue within 2x
MUNGER CHARITABLE TR NUMBER ONECAT20 $128,383,529$3,527,115 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MUNGER CHARITABLE TR NUMBER SIXCAT20 $128,383,034$104,265 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MUNGER CHARITABLE TR NUMBER FOURCAT20 $128,382,977$1,415,957 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MUNGER CHARITABLE TR NUMBER EIGHTCAT20 $128,699,032$11,583,958 TRUSTEE$0 Same NTEE code T20, revenue within 2x
GENE HAAS FOUNDATIONCAT20 $195,110,093$31,099,324 GHF DIRECTOR EDUCATI$232,874 Same NTEE code T20, revenue within 2x
THE TEPPER FOUNDATIONNYT20 $328,766,599$114,353,711 CFO$231,783 Same NTEE code T20, revenue within 2x
HUNTER FAMILY FOUNDATIONILT20 $148,386,207$15,686,171 EXECUTIVE DIRECTOR$275,830 Same NTEE code T20, revenue within 2x
THE WALLACE FOUNDATIONNYT20 $124,078,120$85,949,821 CIO & Assistant Treasurer$1,462,399 Same NTEE code T20, revenue within 2x
MARINE TOYS FOR TOTS FOUNDATIONVAT20 $432,326,962$405,633,766 PRESIDENT & CEO$484,426 Same NTEE code T20, revenue within 2x
DISTRIBUTION COOPERATIVE INCGAT20 $129,740,919$129,834,750 GENERAL MANAGER$211,205 Same NTEE code T20, revenue within 2x
JOHN & TAMI MARICK FOUNDATION INCDET20 $149,149,268$15,471,862 Foundation Person$153,923 Same NTEE code T20, revenue within 2x
ROB AND MELANI WALTON FOUNDATIONART20 $125,815,076$114,639,549 SR. PROGRAM OFFICER$227,960 Same NTEE code T20, revenue within 2x
CARL ANGUS DESANTIS FOUNDATION INCFLT20 $305,128,072$4,378,765 EXECUTIVE DIRECTOR$282,582 Same NTEE code T20, revenue within 2x
FONDAZIONE CASSA DI RISPARMIO DI FIRENZET20 $154,661,493$154,661,493 General Manager$265,283 Same NTEE code T20, revenue within 2x
RICHARD KING MELLON FOUNDATION DTD 01-01-47PAT20 $210,921,643$141,876,002 TRUSTEE/DIRECTOR$987,940 Same NTEE code T20, revenue within 2x
THE CHASE AND STEPHANIE COLEMAN FOUNDATIONNYT20 $150,834,460$22,981,738 TRUSTEE$0 Same NTEE code T20, revenue within 2x
MARGOT AND TOM PRITZKER SCIENCE FOUNDATIONSDT20 $423,325,986$4,447,945 TRUSTEE$260,000 Same NTEE code T20, revenue within 2x
CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATIONOKT20 $294,559,250$347,365,697 Chairperson & Director$0 Same NTEE code T20, revenue within 2x
THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATIONCAT20 $406,766,399$313,041,582 PRESIDENT - SCHMIDT SCIENCES$705,585 Same NTEE code T20, revenue within 2x
CINELLI FAMILY FOUNDATIONKST20 $214,182,072$4,229,583 PRESIDENT &$48,000 Same NTEE code T20, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$323,007,20724 42016–2024 JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST; FOUNDERS PLEDGE INC; CHARITYVEST INC; MARINE TOYS FOR TOTS FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$106,136,72121 32016–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION; CHARITYVEST INC
STANLEY M HERZOG CHARITABLE FOUNDATION Private foundation$59,814,0581 12024–2024 HERZOG FOUNDATION RESOURCE MANAGEMENT
ASTERA INSTITUTE Private foundation$36,202,0971 12024–2024 CHARITYVEST INC
TOWN BRANCH FOUNDATION Private foundation$30,104,34011 12021–2024 WALTON FAMILY FOUNDATION INC
THE EDNA MCCONNELL CLARK FOUNDATION Private foundation$25,000,0001 12021–2021 CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION
BUILDERS INITIATIVE Private foundation$17,862,5004 12022–2024 WALTON FAMILY FOUNDATION INC
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$10,000,0001 12018–2018 JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST
ALICE L WALTON FOUNDATION Private foundation$8,214,2742 12023–2024 WALTON FAMILY FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$7,342,87617 32019–2025 MARINE TOYS FOR TOTS FOUNDATION; CHARITYVEST INC; FOUNDERS PLEDGE INC
THE CHICAGO COMMUNITY TRUST DAF sponsor$7,072,5838 22018–2024 JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST; MARINE TOYS FOR TOTS FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$6,599,75512 22014–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$6,595,94822 32014–2024 FOUNDERS PLEDGE INC; MARINE TOYS FOR TOTS FOUNDATION; CHARITYVEST INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$3,762,98215 42020–2024 FOUNDERS PLEDGE INC; CHARITYVEST INC; MARINE TOYS FOR TOTS FOUNDATION; JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$3,694,50625 22012–2024 CHARITYVEST INC; MARINE TOYS FOR TOTS FOUNDATION

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 990PF · $180,012,693 spent · pay $9,672,611 · grants $158,172,584 · events $481,727
LineAs describedTotalShare
Contributions, gifts, grants paid $158,172,584 87.9%
Other salaries and wages $6,313,937 3.5%
Fees: other professional $5,426,766 3.0%
Taxes $2,709,343 1.5%
Pension plans and employee benefits $1,742,688 1.0%
Pay: officers, directors, trustees $1,615,986 0.9%
Other expenses $993,135 0.6%
Interest $800,026 0.4%
Fees: legal $559,727 0.3%
Travel, conferences and meetings $481,727 0.3%
Depreciation and depletion $400,743 0.2%
Occupancy $322,490 0.2%
Fees: accounting $297,930 0.2%
Printing and publications $175,611 0.1%
Total$180,012,693100%

View the filing

2023 · Form 990PF · $106,185,084 spent · pay $7,417,518 · grants $89,889,021 · events $325,166
LineAs describedTotalShare
Contributions, gifts, grants paid $89,889,021 84.7%
Other salaries and wages $4,424,737 4.2%
Fees: other professional $3,719,447 3.5%
Taxes $1,545,408 1.5%
Pension plans and employee benefits $1,538,503 1.4%
Pay: officers, directors, trustees $1,454,278 1.4%
Other expenses $947,325 0.9%
Occupancy $604,128 0.6%
Interest $523,872 0.5%
Fees: legal $482,326 0.5%
Depreciation and depletion $400,162 0.4%
Travel, conferences and meetings $325,166 0.3%
Fees: accounting $206,834 0.2%
Printing and publications $123,877 0.1%
Total$106,185,084100%

View the filing

2022 · Form 990PF · $90,019,128 spent · pay $7,779,103 · grants $74,324,380 · events $203,484
LineAs describedTotalShare
Contributions, gifts, grants paid $74,324,380 82.6%
Other salaries and wages $5,083,102 5.6%
Fees: other professional $3,653,071 4.1%
Other expenses $2,089,108 2.3%
Pension plans and employee benefits $1,531,706 1.7%
Pay: officers, directors, trustees $1,164,295 1.3%
Depreciation and depletion $399,377 0.4%
Interest $396,301 0.4%
Occupancy $332,013 0.4%
Fees: accounting $267,539 0.3%
Fees: legal $231,012 0.3%
Travel, conferences and meetings $203,484 0.2%
Taxes $199,574 0.2%
Printing and publications $144,166 0.2%
Total$90,019,128100%

View the filing

2021 · Form 990PF · $120,833,966 spent · pay $6,600,531 · grants $102,700,442 · events $158,135
LineAs describedTotalShare
Contributions, gifts, grants paid $102,700,442 85.0%
Fees: other professional $4,451,991 3.7%
Other salaries and wages $4,049,997 3.4%
Taxes $3,943,047 3.3%
Other expenses $1,574,276 1.3%
Pay: officers, directors, trustees $1,405,467 1.2%
Pension plans and employee benefits $1,145,067 0.9%
Interest $348,038 0.3%
Occupancy $332,307 0.3%
Fees: legal $319,459 0.3%
Travel, conferences and meetings $158,135 0.1%
Depreciation and depletion $155,799 0.1%
Fees: accounting $128,485 0.1%
Printing and publications $121,456 0.1%
Total$120,833,966100%

View the filing

2020 · Form 990PF · $44,140,780 spent · pay $5,821,466 · grants $27,018,648 · events $58,084
LineAs describedTotalShare
Contributions, gifts, grants paid $27,018,648 61.2%
Other expenses $5,127,759 11.6%
Other salaries and wages $3,665,476 8.3%
Fees: other professional $3,604,936 8.2%
Pay: officers, directors, trustees $1,282,521 2.9%
Taxes $1,003,696 2.3%
Fees: legal $910,588 2.1%
Pension plans and employee benefits $873,469 2.0%
Occupancy $257,984 0.6%
Fees: accounting $140,523 0.3%
Interest $136,786 0.3%
Depreciation and depletion $60,310 0.1%
Travel, conferences and meetings $58,084 0.1%
Total$44,140,780100%

View the filing

2019 · Form 990PF · $7,685,076 spent · pay $2,249,092 · grants $0 · events $43,108
LineAs describedTotalShare
Other expenses $5,078,946 66.1%
Other salaries and wages $1,504,933 19.6%
Pay: officers, directors, trustees $569,700 7.4%
Pension plans and employee benefits $174,459 2.3%
Occupancy $155,429 2.0%
Taxes $128,303 1.7%
Travel, conferences and meetings $43,108 0.6%
Depreciation and depletion $30,198 0.4%
Total$7,685,076100%

View the filing

Trademarks

4 US trademarks, 2 live.

MarkSerialFiledStatusSource
DOGWOOD HEALTH TRUST977328382022-12-27RegisteredTRTYRAP, file of 2026-04-03
DOGWOOD HEALTH TRUST977328322022-12-27RegisteredTRCFECO2, file of 2024-03-27
DOGWOOD HEALTH TRUST879345562018-05-24AbandonedTRCFECO2, file of 2024-03-27
DOGWOOD HEALTH TRUST879338832018-05-23AbandonedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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