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← CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION

Form 990 for tax year 2024

Filed by CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION.

Totals

Total revenue
$8,221,551
Total expenses
$8,605,972
Contributions and grants received
$9,135,237
Grants paid
$459,093
Program service revenue
$0
Investment income
$156,603
Other revenue
-$1,070,289
Total assets, end of year
$14,332,147
Total liabilities, end of year
$4,038,464
Net assets or fund balances, end of year
$10,293,683
Program services expenses (Part IX)
$6,606,086
Management and general expenses
$1,131,356
Fundraising expenses
$868,530
Program service expenses (Part III)
$6,606,086

Program services were 76.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,461,040

  • 1f · All other contributions, gifts and grants

    $6,674,197

  • 1g · Noncash contributions included above

    $345,553

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $94,459 · related or exempt $0 · unrelated business $0 · excluded $94,459

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,659,035

  • 7b · Less cost or other basis and sales expenses

    securities $1,596,891

  • 7c · Gain or loss

    securities $62,144 · other assets $0

  • 7d · Net gain or loss

    total $62,144 · related or exempt $0 · unrelated business $0 · excluded $62,144

  • 8a · Fundraising events: gross income

    $134,200

  • 8a · Fundraising events: contributions included on line 1c

    $2,461,040

  • 8b · Fundraising events: direct expenses

    $1,216,989

  • 8c · Net income from fundraising events

    total -$1,082,789 · unrelated business $0 · excluded -$1,082,789

  • 11a · Other revenue: OTHER INCOME

    total $12,500 · related or exempt $0 · unrelated business $0 · excluded $12,500

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $12,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $82,000 · program services $82,000

  • 2 · Grants to domestic individuals

    total $377,093 · program services $377,093

  • 5 · Compensation of officers, directors and key employees

    total $599,176 · program services $479,340 · management and general $59,918 · fundraising $59,918

  • 7 · Other salaries and wages

    total $2,310,266 · program services $1,861,793 · management and general $176,008 · fundraising $272,465

  • 8 · Pension plan contributions

    total $83,470 · program services $67,016 · management and general $6,818 · fundraising $9,636

  • 9 · Other employee benefits

    total $232,452 · program services $186,825 · management and general $19,117 · fundraising $26,510

  • 10 · Payroll taxes

    total $216,430 · program services $171,527 · management and general $20,811 · fundraising $24,092

  • 11b · Fees: legal

    total $239,995 · program services $193,116 · management and general $19,461 · fundraising $27,418

  • 11c · Fees: accounting

    total $289,027 · management and general $289,027

  • 11e · Fees: professional fundraising services

    total $195,000 · fundraising $195,000

  • 11g · Fees: other

    total $1,168,519 · program services $934,916 · management and general $163,770 · fundraising $69,833

  • 12 · Advertising and promotion

    total $555,350 · program services $507,294 · management and general $8,287 · fundraising $39,769

  • 13 · Office expenses

    total $519,623 · program services $368,812 · management and general $115,849 · fundraising $34,962

  • 14 · Information technology

    total $98,386 · program services $82,749 · management and general $15,637 · fundraising $0

  • 16 · Occupancy

    total $561,070 · program services $347,744 · management and general $161,451 · fundraising $51,875

  • 17 · Travel

    total $650,953 · program services $586,482 · management and general $38,040 · fundraising $26,431

  • 19 · Conferences, conventions and meetings

    total $320,249 · program services $303,752 · management and general $11,619 · fundraising $4,878

  • 22 · Depreciation, depletion and amortization

    total $68,674 · program services $55,627 · management and general $5,416 · fundraising $7,631

  • 24a · Other expenses: OTHER EXPENSES

    total $38,110 · program services $0 · management and general $19,998 · fundraising $18,112

  • 24b · Other expenses: BANK FEES

    total $129 · program services $0 · management and general $129 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,949,023 · end of year $2,828,594

  • 2 · Savings and temporary cash investments

    beginning of year $1,015,041 · end of year $1,061,366

  • 3 · Pledges and grants receivable

    beginning of year $5,086,061 · end of year $3,846,936

  • 4 · Accounts receivable

    beginning of year $2,787 · end of year $35,372

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $47,048 · end of year $44,881

  • 10a · Land, buildings and equipment: cost or other basis

    $986,876

  • 10b · Land, buildings and equipment: accumulated depreciation

    $510,301

  • 10c · Land, buildings and equipment, net

    beginning of year $129,685 · end of year $476,575

  • 11 · Investments: publicly traded securities

    beginning of year $2,132,062 · end of year $2,650,466

  • 12 · Investments: other securities

    beginning of year $0 · end of year $76,924

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $814,174 · end of year $3,311,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $794,736 · end of year $406,590

  • 18 · Grants payable

    beginning of year $150,000 · end of year $75,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $560,730 · end of year $3,556,874

  • 27 · Net assets without donor restrictions

    beginning of year $960,904 · end of year $1,994,660

  • 28 · Net assets with donor restrictions

    beginning of year $9,709,511 · end of year $8,299,023

Mission and programs · 2024

Mission

The Elizabeth Dole Foundation's mission is to empower military and veteran caregivers, their families, and their communities through programs, partnerships, and advocacy that drive innovation and sustainable solutions.

Activities or mission (Part I)

THE ELIZABETH DOLE FOUNDATION STRENGTHENS AND EMPOWERS AMERICA'S MILITARY CAREGIVERS AND THEIR FAMILIES BY RAISING PUBLIC AWARENESS, DRIVING RESEARCH, CHAMPIONING POLICY, AND LEADING COLLABORATIONS THAT MAKE A SIGNIFICANT IMPACT ON THEIR LIVES.

  • Outreach & Awareness:The Foundation's Outreach and Awareness initiatives help bring the stories, service, and sacrifice of America's military and veteran caregivers and their families to light. Too often, the family, loved ones, and friends of our nation's wounded and ill service members and veterans do not know that they have taken on a new role - that of caregiver. This can exacerbate the challenges caregivers face and often leaves caregivers feeling isolated, misunderstood, and alone. Our outreach and awareness efforts help caregivers recognize this new role that they have assumed. Self-identification is the first step to accessing programs and finding a community that understands and can offer support. The Hidden Helpers initiative supports children, youth, and young adults up to age 18 who are involved in caring for wounded, ill, or aging service members or veterans. Through collaboration with nonprofit, corporate, and government partners, the Hidden Helpers program aims to create a positive collective impact for military-connected youth caregivers and their families. The subject of military children - and the impact of caregiving on their development and growth - has revealed itself to be a pressing issue on the minds of support organizations, military leaders, policymakers, and military families themselves. The Foundation is working to fill this gap through research and programming on (1) how military children are affected by a family member with a combat injury or illness, (2) how military children are affected by taking on caregiving duties themselves, and (3) what interventions or programs can best support the children of caregivers. -The Foundation's annual Heroes and History Makers Gala focuses on the stories of nation's military and veteran caregivers. This national event also features successes from the broad scope of the Foundation's annual programming and creates opportunities for caregivers to build connections with one another. -The Face The Fight initiative is a coalition effort led by USAA and organized by the Foundation to raise awareness and support for veteran suicide prevention, aiming to halve the veteran suicide rate by 2030 through strategies such as safe firearm storage, equitable care access, and support for at-risk veterans. -The Elizabeth Dole Foundation National Cabinet is a donor initiative to bring change-makers with the experience, talent, and determination to solve the challenges facing America's military and veteran caregivers. Members of this National Cabinet have a deep sense of appreciation for the nation and feel a sense of duty and commitment to support the wounded and ill veterans, their caregivers, and their families.

    Expenses $3,012,868 · Grants $37,000

  • Systemic Support: The Foundation has made transforming and improving national systems of care through systemic change a pillar of its organizational priorities. -Campaign for Inclusive Care: The Foundation partnered with the Department of Veteran Affairs to create the Campaign for Inclusive Care program, a national initiative to integrate military and veteran caregivers into their veteran's care team from day one of the care process. Holistic, family-based, caregiver inclusive teams are essential for the health and recovery of our nation's service members and veterans. Health systems must recognize, affirm, understand, and acknowledge the unique value and skills of caregivers. -Since its founding, the Foundation has advocated for policy improvements to support caregivers, their veterans, and their children. Dole Caregiver Fellows engage with their legislators at the federal and local levels to ensure that the needs of caregivers are met through inclusive policy. The National Convening is an annual event to unite government, nonprofits, corporate leaders, and caregivers around achieving policies and priorities that will create a better future for caregivers.

    Expenses $1,162,606

  • Direct Support: The Foundation's Direct Support programs provide caregivers with a national network that supports and facilitates sharing of best practices and peer-based support. -The Financial Wellness Programming (specifically through The Hope Fund for Critical Financial Assistance) provides financial relief to all areas of military and veteran caregivers through grants that aim to put military families on the path to financial wellness. These grants provide high-impact financial assistance to prevent or address a significant crisis or to improve the quality of life of the caregiver family. This financial relief fills the gaps that other programs may not cover, such as medical bills, natural disaster assistance, emergency transportation for appointments, or loss of income. -The Hidden Heroes Fund was established in 2016 to award grants to non-profit organizations that serve military caregivers. This fund is dedicated to supporting innovative programs that make a direct impact in the lives of America's Hidden Heroes. -Through its Mental Wellness programming, the Foundation provides military caregivers with essential mental health resources, support and coping strategies and aims to enhance caregivers' emotional well-being and resilience by addressing the unique mental health challenges they face. The Foundation also began a caregiver mental wellness pilot program by creating a module within the Academy for Inclusive Care to equip healthcare providers with the skills they need to understand the signs of mental health distress.

    Expenses $833,892 · Grants $403,946

  • Community Engagement and Peer Support

    Expenses $1,244,514 · Grants $18,147

  • RESEARCH AND INNOVATION

    Expenses $352,206

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Elizabeth Dole

    Chair Emeritus

    Total calculated
    $0
    Hours/week
    40
  • Sanford D Greenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Steve Schwab

    CEO

    Total calculated
    $334,007
    From this org
    $311,085
    From related orgs
    $0
    Other
    $22,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,765
    Bonus
    $23,320
    Other
    $0
    Deferred
    $8,730
    Nontaxable benefits
    $14,192
    Filer's total
    $334,007
  • Stewart McLaurin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ali Zenko

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Aristide Collins

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Bob McDonald

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    2
  • Jeffrey Divney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joel Kobert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John D Kemp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Hughes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Mingo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Liz Porter

    BOARD MEMBER (AS OF 07/24)

    Total calculated
    $0
    Hours/week
    1
  • Michael Steel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Patrick Mellody

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Phil Roe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robin Portman

    Vice Chair of the Board, Secretary

    Total calculated
    $0
    Hours/week
    2
  • Scott Blackburn

    BOARD MEMBER (AS OF 07/24)

    Total calculated
    $0
    Hours/week
    1
  • Travis Dalton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Wayne Peacock

    VICE-CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Field

    CHIEF OPERATING OFFICER

    Total calculated
    $245,445
    From this org
    $228,090
    From related orgs
    $0
    Other
    $17,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,090
    Bonus
    $14,000
    Other
    $0
    Deferred
    $6,640
    Nontaxable benefits
    $10,715
    Filer's total
    $245,445
  • Clementina M Cordova

    VP of Events

    Total calculated
    $156,808
    From this org
    $141,814
    From related orgs
    $0
    Other
    $14,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,814
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,132
    Nontaxable benefits
    $10,862
    Filer's total
    $156,808
  • Kevin Stafford

    DIRECTOR OF FINANCE

    Total calculated
    $171,704
    From this org
    $135,265
    From related orgs
    $0
    Other
    $36,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,265
    Bonus
    $0
    Other
    $0
    Deferred
    $4,368
    Nontaxable benefits
    $32,071
    Filer's total
    $171,704
  • Kirsten A Feyling

    VP of Development and Engagement

    Total calculated
    $163,730
    From this org
    $157,464
    From related orgs
    $0
    Other
    $6,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,464
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,641
    Nontaxable benefits
    $1,625
    Filer's total
    $163,730
  • Lisell E Pacheco

    SENIOR DIRECTOR, PROGRAMS

    Total calculated
    $119,076
    From this org
    $101,174
    From related orgs
    $0
    Other
    $17,902
    Hours/week
    40
  • Pavel J Sullivan

    SR VP, FIN. & ADMINISTRATION

    Total calculated
    $204,133
    From this org
    $175,553
    From related orgs
    $0
    Other
    $28,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,553
    Bonus
    $7,000
    Other
    $0
    Deferred
    $5,250
    Nontaxable benefits
    $23,330
    Filer's total
    $204,133

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.1
Source object
202503079349303645

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