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 DoleELIZABETH DOLE
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 40
-
Sanford D GreenbergSANFORD D GREENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve SchwabSTEVE 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 McLaurinSTEWART MCLAURIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ali ZenkoALI ZENKO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Aristide CollinsARISTIDE COLLINS
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Bob McDonaldBOB MCDONALD
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey DivneyJEFFREY DIVNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joel KobertJOEL KOBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John D KempJOHN D KEMP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HughesJOHN HUGHES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly MingoKIMBERLY MINGO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Liz PorterLIZ PORTER
BOARD MEMBER (AS OF 07/24)
- Total calculated
- $0
- Hours/week
- 1
-
Michael SteelMICHAEL STEEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick MellodyPATRICK MELLODY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Phil RoePHIL ROE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robin PortmanROBIN PORTMAN
Vice Chair of the Board, Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Scott BlackburnSCOTT BLACKBURN
BOARD MEMBER (AS OF 07/24)
- Total calculated
- $0
- Hours/week
- 1
-
Travis DaltonTRAVIS DALTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wayne PeacockWAYNE PEACOCK
VICE-CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth FieldELIZABETH 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 CordovaCLEMENTINA 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 StaffordKEVIN 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 FeylingKIRSTEN 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 PachecoLISELL 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 SullivanPAVEL 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
-
GENERAL OPERATIONAL SUPPORT
-
GENERAL OPERATIONAL SUPPORT
-
Prisca Project LLC
$15,000
GENERAL OPERATIONAL SUPPORT
-
$10,000
GENERAL OPERATIONAL SUPPORT
-
$5,000
GENERAL OPERATIONAL SUPPORT
-
GENERAL OPERATIONAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202503079349303645
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