ASBURY FOUNDATION INC

As filed

Subsection

03

NTEE code

T30

Classification

1000

Street

5285 WESTVIEW DR STE 200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

9 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 200). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• AFFILIATED ASSOCIATES INC

  EIN 51-0426078

• ALBRIGHT CARE SERVICES

  EIN 23-1887138

• ASBURY ATLANTIC INC

  EIN 52-0607956

• ASBURY COMMUNITIES HCBS INC

  EIN 45-0634490

• ASBURY COMMUNITIES INC

  EIN 52-1862677

• ASBURY INC

  EIN 62-0630670

• ASBURY LIVING INC

  EIN 93-3545102

• UNITED METHODIST ASSOCIATION OF HEALTH AND WELFARE MINISTRIES

  EIN 36-3169273

• WARRIOR RUN MANOR INC

  EIN 23-2137458

Mission and programs · 2024

• ASBURY FOUNDATION SUPPORTS THE OVERALL CHARITABLE ACTIVITIES OF ASBURY ATLANTIC, INC., ALBRIGHT CARE SERVICES, AND ASBURY COMMUNITIES, INC. THROUGH ITS CHARITABLE FUNDRAISING EFFORTS. ASBURY FOUNDATION RAISES FUNDS FOR THE NOT-FOR-PROFIT CHARITABLE MISSIONS OF THE SENIOR LIVING AND HEALTH SERVICE PROVIDERS AFFILIATED WITH ASBURY COMMUNITIES, INC. MORE SPECIFICALLY, FUNDS RAISED BY THE ASBURY FOUNDATION IS USED FOR BENEVOLENT CARE, WHICH IS CONFIDENTIAL FINANCIAL ASSISTANCE FOR SENIORS SERVED BY ASBURY, WHO, THROUGH NO FAULT OF THEIR OWN, HAVE OUTLIVED THEIR FINANCIAL RESOURCES. IN ADDITION, THE ASBURY FOUNDATION RAISES FUNDS FOR OTHER CAPITAL PROJECTS AND PROGRAMS THAT BENEFIT RESIDENTS AND ASSOCIATES, INCLUDING ASSOCIATE SCHOLARSHIP AWARDS.I. ORGANIZATIONAL OVERVIEWASBURY FOUNDATION, INC. ("ASBURY FOUNDATION") IS A NOT-FOR-PROFIT ORGANIZATION RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EXISTS TO SUPPORT THE CHARITABLE ACTIVITIES OF ASBURY ATLANTIC, INC., ASBURY COMMUNITIES, INC., AND ALBRIGHT CARE SERVICES. THE FOUNDATION SECURES AND STEWARDS PHILANTHROPIC GIFTS THAT DIRECTLY ENHANCE THE LIVES OF OLDER ADULTS AND ASSOCIATES ACROSS THE ASBURY SYSTEM OF COMMUNITIES.PHILANTHROPY THROUGH ASBURY FOUNDATION SUPPORTS THREE CORE PRIORITIES:-BENEVOLENT CARE FOR RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN AND MEET THE APPROVAL CRITERIA FOR BENEVOLENT CARE. -RESIDENT PROGRAMS AND CAPITAL ENHANCEMENTS THAT IMPROVE QUALITY OF LIFE.-SCHOLARSHIPS AND EDUCATIONAL SUPPORT FOR ASBURY ASSOCIATES TO ADVANCE THEIR CAREERS.IN 2024, PHILANTHROPIC GIFTS AND COMMITMENTS TO ASBURY FOUNDATION TOTALED APPROXIMATELY $10.5 MILLION IN IMMEDIATE AND LONG-TERM INVESTMENT ACROSS THE ASBURY SYSTEM. THESE INCLUDED:-APPROXIMATELY $7.0 MILLION TO SUPPORT RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR RESOURCES,-MORE THAN $300,000 SUPPORTING CAPITAL IMPROVEMENTS,-OVER $2.8 MILLION TO SPECIAL PROGRAMS AND ENDOWMENTS THAT BENEFIT RESIDENTS AND SERVICES, AND-MORE THAN $300,000 IN SCHOLARSHIPS AWARDED TO ASSOCIATES.II. RELATIONSHIP TO THE ASBURY SYSTEMASBURY FOUNDATION SERVES THE BROADER CHARITABLE MISSION OF THE ASBURY COMMUNITIES SYSTEM BY INVESTING IN PEOPLE, PLACES, AND PROGRAMS. WHILE THE FOUNDATION OPERATES INDEPENDENTLY, IT IS CLOSELY ALIGNED WITH THE OPERATIONS OF ASBURY COMMUNITIES, INC., ASBURY COMMUNITIES, INC. ("ASBURY") IS A NOT-FOR-PROFIT MARYLAND CORPORATION ORGANIZED UNDER SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. THE ASBURY SYSTEM INCLUDES A CONTINUUM OF SERVICES, INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, SKILLED NURSING, LONG-TERM CARE, LIFE (LIVING INDEPENDENTLY FOR ELDERS, ALSO KNOWN AS PACE), PHARMACY, REHABILITATION, AND OTHER ANCILLARY PROGRAMSALL DELIVERED IN ALIGNMENT WITH THE RESPECTIVE MISSIONS OF THE SUPPORTED ORGANIZATIONS.ASBURY COMMUNITIES, INC. TRACES ITS ORIGINS TO THE ESTABLISHMENT OF ASBURY METHODIST VILLAGE (GAITHERSBURG, MD) IN 1926, ORIGINALLY FOUNDED AS THE METHODIST HOME FOR ORPHANS AND THE AGED. WHILE NO LONGER FORMALLY AFFILIATED WITH THE UNITED METHODIST CHURCH, ASBURY CONTINUES TO UPHOLD THE ETHICAL AND SPIRITUAL PRINCIPLES OF ITS FOUNDING. THE MISSION AND VALUES OF THE ORGANIZATION ARE EXPRESSED THROUGH ITS GUIDING PRINCIPLE: "DOING ALL THE GOOD WE CAN WITH INTEGRITY, TRANSPARENCY, AND GRACE."III. PROGRAM SERVICES PROVIDEDASBURY FOUNDATION ENSURES THAT PHILANTHROPY FULFILLS ITS PURPOSE THROUGH THE FOLLOWING AVENUES:-BENEVOLENT CARE: PARTIAL FINANCIAL SUPPORT PROVIDED TO ELIGIBLE RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN AND MEET THE APPROVAL CRITERIA FOR BENEVOLENT CARE. (SEE SECTION A).-CAPITAL SUPPORT & RESIDENT-FOCUSED PROGRAMS: FUNDING MAJOR INITIATIVES AND ENHANCEMENTS ACROSS ASBURY CAMPUSES, INCLUDING RENOVATION PROJECTS AND WELLNESS, LIFE ENRICHMENT, AND TECHNOLOGY PROGRAMS THAT PROMOTE AGING WITH PURPOSE.-GRANT DEVELOPMENT & STRATEGIC INITIATIVES: SECURING EXTERNAL GRANT FUNDING TO EXPAND ASBURY'S SERVICES AND REACH.-SCHOLARSHIPS FOR ASSOCIATES: PROVIDING FINANCIAL ASSISTANCE FOR ASBURY TEAM MEMBERS TO ADVANCE THEIR EDUCATION AND CAREERS, PARTICULARLY IN HIGH-DEMAND FIELDS SUCH AS NURSING AND HEALTHCARE. THESE SCHOLARSHIPS HELP CLOSE WORKFORCE GAPS WHILE EASING FINANCIAL BURDENS FOR WORKING ADULTS, OFTEN SUPPORTING BOTH PROFESSIONAL GROWTH AND FAMILY WELL-BEING.IN 2024, THE FOUNDATION RELEASED APPROXIMATELY $1.9M IN RESTRICTED FUNDS TO SUPPORT APPROVED CAPITAL IMPROVEMENTS ACROSS ASBURY'S COMMUNITIES.SECTION A: BENEVOLENT CARE BENEVOLENT CARE IS PARTIAL FINANCIAL SUPPORT PROVIDED TO ELIGIBLE RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN AND MEET THE APPROVAL CRITERIA FOR BENEVOLENT CARE. THIS ASSISTANCE HELPS COVER PARTIAL MONTHLY SERVICE FEES, CERTAIN ANCILLARY EXPENSES, AND CERTAIN THIRD-PARTY COSTS.IN 2024, MORE THAN $7.0 MILLION IN ANNUAL FUNDS AND UNRESTRICTED GIFTS WERE CONTRIBUTED TO SUPPORT RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR RESOURCES. IN 2024, BENEVOLENT CARE SUPPORT WAS PROVIDED FOR 70 RESIDENTS ACROSS ASBURY'S CONTINUING CARE RETIREMENT COMMUNITIES:-ASBURY METHODIST VILLAGE $1,598,855-ASBURY SOLOMONS $332,913-BETHANY VILLAGE $963,381-NORMANDIE RIDGE $477,315-RIVERWOODS $158,979-SPRINGHILL $191,277TOTAL: $3,722,720 IV. SUMMARY STATEMENTASBURY FOUNDATION, INC. PLAYS A CRITICAL ROLE IN ADVANCING THE MISSION AND VALUES OF THE ASBURY SYSTEM. BY SECURING CHARITABLE SUPPORT AND STEWARDING RESOURCES WITH INTEGRITY AND PURPOSE, THE FOUNDATION STRENGTHENS THE ASBURY PROMISE TO THOSE WE SERVE: TO PROVIDE COMPASSIONATE, HIGH-QUALITY CARE AND TO BE A FORCE FOR GOOD IN THE COMMUNITIES WHERE WE LIVE AND SERVE.

  Expenses $9,614,059 · Grants $9,094,816

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

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $12,120,322

  Expenses

  $11,774,042

  Contributions

  $9,313,682

  Grants paid

  $9,094,816

• 2023

  Revenue

  $11,557,277

  Expenses

  $12,293,098

  Contributions

  $10,147,869

  Grants paid

  $10,563,948

• 2022

  Revenue

  $17,996,340

  Expenses

  $7,595,754

  Contributions

  $9,780,753

  Grants paid

  $5,109,345

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $11,506,831

  Expenses

  $8,770,474

  Assets (EOY)

  $52,948,136

• 2020 · 990

  Revenue

  $11,932,146

  Expenses

  $8,383,343

  Assets (EOY)

  $39,397,235

• 2019 · 990

  Revenue

  $4,880,613

  Expenses

  $7,279,913

  Assets (EOY)

  $31,762,444

• 2018 · 990

  Revenue

  $8,348,415

  Expenses

  $1,995,846

  Assets (EOY)

  $31,215,431

• 2017 · 990

  Revenue

  $10,936,545

  Expenses

  $6,189,692

  Assets (EOY)

  $28,164,735

• 2017 · 990

  Revenue

  $10,936,545

  Expenses

  $6,189,692

  Assets (EOY)

  $28,164,735

• 2016 · 990

  Revenue

  $5,603,972

  Expenses

  $4,386,938

  Assets (EOY)

  $25,929,287

• 2015 · 990

  Revenue

  $3,985,264

  Expenses

  $1,740,823

  Assets (EOY)

  $27,091,729

• 2014 · 990

  Revenue

  $4,857,465

  Expenses

  $2,986,267

  Assets (EOY)

  $28,122,113

• 2013 · 990

  Revenue

  $8,732,558

  Expenses

  $6,502,739

  Assets (EOY)

  $27,901,911

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• ASBURY ATLANTIC INC

  $9,912,848

  2023 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

• ASBURY ATLANTIC

  $7,777,574

  2024 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION

• ASBURY ATLANTIC INC

  $4,019,012

  2022 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

• ALBRIGHT CARE SERVICES

  $1,136,228

  2024 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

• ALBRIGHT CARE SERVICES

  $997,376

  2022 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

• ALBRIGHT CARE SERVICES

  $530,216

  2023 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

• ASBURY INC

  $13,469

  2022 · TO SUPPORT THE EXEMPT PURPOSE OF THE ORGANIZATION.

Where these grants went next →

Grants received

• CHESAPEAKE BAY TRUST

  $31,891

  2024 · RESTORATION

• T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC

  $30,660

  2025 · MULTIPLE

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $24,432

  2024 · For grant recipient's exempt purposes

• THE FOUNDATION FOR ENHANCING COMMUNITIES

  $20,000

  2024 · EDUCATIONAL

• YORK COUNTY COMMUNITY FOUNDATION

  $20,000

  2023 · CLASSIC CARING GOLF SPONSORSHIP

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $19,508

  2022 · For grant recipient's exempt purposes

• YORK COUNTY COMMUNITY FOUNDATION

  $18,500

  2022 · CLASSIC CARING GOLF SPONSORSHIP, GENERAL SUPPORT, MUSIC FOR THE MISSION

• THE AYCO CHARITABLE FOUNDATION

  $18,400

  2022 · RELIGIOUS

• T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC

  $16,700

  2024 · MULTIPLE

• THE FOUNDATION FOR ENHANCING COMMUNITIES

  $15,950

  2025 · COMMUNITY DEVELOPMENT

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files