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← CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION

Form 990 for tax year 2023

Filed by CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 23 October 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$9,550,090
Total expenses
$8,277,316
Contributions and grants received
$10,473,949
Grants paid
$660,048
Program service revenue
$0
Investment income
$34,032
Other revenue
-$957,891
Total assets, end of year
$12,175,881
Total liabilities, end of year
$1,505,466
Net assets or fund balances, end of year
$10,670,415
Program services expenses (Part IX)
$6,368,697
Management and general expenses
$1,255,243
Fundraising expenses
$653,376
Program service expenses (Part III)
$6,368,697

Program services were 76.9% 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

    $2,244,200

  • 1f · All other contributions, gifts and grants

    $8,229,749

  • 1g · Noncash contributions included above

    $523,558

  • 3 · Investment income

    total $40,485 · related or exempt $0 · unrelated business $0 · excluded $40,485

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,196,473

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

    securities $1,202,926

  • 7c · Gain or loss

    securities -$6,453

  • 7d · Net gain or loss

    total -$6,453 · excluded -$6,453

  • 8a · Fundraising events: gross income

    $127,775

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

    $2,244,200

  • 8b · Fundraising events: direct expenses

    $1,085,666

  • 8c · Net income from fundraising events

    total -$957,891 · excluded -$957,891

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $225,000 · program services $225,000

  • 2 · Grants to domestic individuals

    total $435,048 · program services $435,048

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $283,955 · program services $227,165 · management and general $28,395 · fundraising $28,395

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,183,271 · program services $1,816,935 · management and general $170,910 · fundraising $195,426

  • 8 · Pension plan contributions

    total $72,030 · program services $60,000 · management and general $5,365 · fundraising $6,665

  • 9 · Other employee benefits

    total $211,328 · program services $175,823 · management and general $16,080 · fundraising $19,425

  • 10 · Payroll taxes

    total $180,162 · program services $155,034 · management and general $7,863 · fundraising $17,265

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $50,865 · program services $365 · management and general $50,500

  • 11c · Fees: accounting

    total $273,162 · program services $400 · management and general $272,762

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,130,863 · program services $1,656,330 · management and general $210,937 · fundraising $263,596

  • 12 · Advertising and promotion

    total $580,741 · program services $450,970 · management and general $89,283 · fundraising $40,488

  • 13 · Office expenses

    total $370,995 · program services $268,039 · management and general $74,800 · fundraising $28,156

  • 14 · Information technology

    total $81,936 · program services $74,913 · management and general $7,023

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $690,137 · program services $536,294 · management and general $120,983 · fundraising $32,860

  • 17 · Travel

    total $308,134 · program services $157,643 · management and general $149,772 · fundraising $719

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $138,936 · program services $128,738 · management and general $9,929 · fundraising $269

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $39,920 · management and general $39,920

  • 23 · Insurance

    total $0

  • 24a · Other expenses: OTHER EXPENSES

    total $20,112 · fundraising $20,112

  • 24b · Other expenses: BANK FEES

    total $721 · management and general $721

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,419,190 · end of year $2,949,023

  • 2 · Savings and temporary cash investments

    beginning of year $2,365,281 · end of year $1,015,041

  • 3 · Pledges and grants receivable

    beginning of year $4,496,834 · end of year $5,086,061

  • 4 · Accounts receivable

    beginning of year $0 · end of year $2,787

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $550,591 · end of year $47,048

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

    $571,314

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

    $441,629

  • 10c · Land, buildings and equipment, net

    beginning of year $114,825 · end of year $129,685

  • 11 · Investments: publicly traded securities

    beginning of year $1,193,142 · end of year $2,132,062

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,002,887 · end of year $814,174

  • 17 · Accounts payable and accrued expenses

    beginning of year $798,093 · end of year $794,736

  • 18 · Grants payable

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

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,023,834 · end of year $560,730

  • 27 · Net assets without donor restrictions

    beginning of year $1,370,619 · end of year $960,904

  • 28 · Net assets with donor restrictions

    beginning of year $7,875,204 · end of year $9,709,511

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

SEE SCHEDULE O

  • 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 $2,421,671

  • 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 $848,614

  • 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 $1,384,285 · Grants $617,406

  • RESEARCH AND INNOVATION

    Expenses $869,877

  • COMMUNITY ENGAGEMENT AND PEER SUPPORT

    Expenses $844,250 · Grants $42,642

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Schwab

    CEO

    Total calculated
    $304,567
    From this org
    $283,955
    From related orgs
    $0
    Other
    $20,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,088
    Bonus
    $22,867
    Other
    $0
    Deferred
    $7,950
    Nontaxable benefits
    $12,662
    Filer's total
    $304,567

  • Pavel J Sullivan

    SR VP, FIN. & ADMINISTRATION

    Total calculated
    $171,061
    From this org
    $145,457
    From related orgs
    $0
    Other
    $25,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,132
    Bonus
    $325
    Other
    $0
    Deferred
    $4,529
    Nontaxable benefits
    $21,075
    Filer's total
    $171,061

  • Rachael Barrett

    VP, STRATEGY & IMPACT

    Total calculated
    $166,824
    From this org
    $138,626
    From related orgs
    $0
    Other
    $28,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,275
    Bonus
    $351
    Other
    $0
    Deferred
    $4,350
    Nontaxable benefits
    $23,848
    Filer's total
    $166,824

  • Kevin Stafford

    DIRECTOR OF FINANCE

    Total calculated
    $160,392
    From this org
    $127,189
    From related orgs
    $0
    Other
    $33,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,840
    Bonus
    $349
    Other
    $0
    Deferred
    $4,125
    Nontaxable benefits
    $29,078
    Filer's total
    $160,392

  • Madison Moorethru 122923

    VP OF SPECIAL PROJECT

    Total calculated
    $149,376
    From this org
    $144,255
    From related orgs
    $0
    Other
    $5,121
    Hours/week
    40

  • Kirsten A Feyling

    SR DIR OF DEVELOP & ENGAGEMENT

    Total calculated
    $148,945
    From this org
    $143,066
    From related orgs
    $0
    Other
    $5,879
    Hours/week
    40

  • Elizabeth Dole

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Sanford D Greenberg

    BOARD TREASURUER

    Total calculated
    $0
    Hours/week
    1

  • Stewart McLaurin

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Aristide Collins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Travis Dalton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Divney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Hughes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John D Kemp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joel Kobert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Mellody

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Mingo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Portman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Phil Roe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Steel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ali Zenko

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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
2023
Filed
13 January 2025
IRS schema version
2023v6.0
Source object
202500159349300400

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