2025-11-03T18:32:35+00:00 2024-12-31 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-01-01 454292692 CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION CARI 2022497170 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 STEVE SCHWAB CEO 2022497170 2025-11-04 true TODD TERESCO P00247720 7038930600 2025-11-04 2024 2025-03-06 01:10:19Z ELIZABETH DOLE 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 11035431 false X WWW.ELIZABETHDOLEFOUNDATION.ORG X 2012 VA 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. 20 19 44 19 0 10473949 9135237 0 0 34032 156603 -957891 -1070289 9550090 8221551 660048 459093 0 2930746 3441794 0 195000 868530 4686522 4510085 8277316 8605972 1272774 -384421 12175881 14332147 1505466 4038464 10670415 10293683 X 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. false false 3012868 37000 0 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. 1162606 0 0 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. 833892 403946 0 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. 1244514 18147 0 Community Engagement and Peer Support 352206 0 0 RESEARCH AND INNOVATION 1596720 18147 6606086 true true false false false false false false false true true false false true true true true false false false false false false true true false false true true true false false false false false false false false false false true false false false false false false false false false true 75 0 true 44 true false false false false false true true false false false false false false X 20 19 false false false false false false false true true false false false true true true true true true false false false false CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI X X X THE ORGANIZATION 2022497170 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 ELIZABETH DOLE Chair Emeritus 40.0 X X 0 0 0 SANFORD D GREENBERG BOARD MEMBER 1.0 X X 0 0 0 STEVE SCHWAB CEO 40.0 X X 311085 0 22922 STEWART MCLAURIN BOARD MEMBER 1.0 X X 0 0 0 ALI ZENKO BOARD MEMBER 1.0 X 0 0 0 ARISTIDE COLLINS Treasurer 2.0 X 0 0 0 BOB MCDONALD CHAIRMAN OF THE BOARD 2.0 X 0 0 0 JEFFREY DIVNEY BOARD MEMBER 1.0 X 0 0 0 JOEL KOBERT BOARD MEMBER 1.0 X 0 0 0 JOHN D KEMP BOARD MEMBER 1.0 X 0 0 0 JOHN HUGHES BOARD MEMBER 1.0 X 0 0 0 KIMBERLY MINGO BOARD MEMBER 1.0 X 0 0 0 LIZ PORTER BOARD MEMBER (AS OF 07/24) 1.0 X 0 0 0 MICHAEL STEEL BOARD MEMBER 1.0 X 0 0 0 PATRICK MELLODY BOARD MEMBER 1.0 X 0 0 0 PHIL ROE BOARD MEMBER 1.0 X 0 0 0 ROBIN PORTMAN Vice Chair of the Board, Secretary 2.0 X 0 0 0 SCOTT BLACKBURN BOARD MEMBER (AS OF 07/24) 1.0 X 0 0 0 TRAVIS DALTON BOARD MEMBER 1.0 X 0 0 0 WAYNE PEACOCK VICE-CHAIR OF THE BOARD 2.0 X 0 0 0 ELIZABETH FIELD CHIEF OPERATING OFFICER 40.0 X 228090 0 17355 CLEMENTINA M CORDOVA VP of Events 40.0 X 141814 0 14994 KEVIN STAFFORD DIRECTOR OF FINANCE 40.0 X 135265 0 36439 KIRSTEN A FEYLING VP of Development and Engagement 40.0 X 157464 0 6266 LISELL E PACHECO SENIOR DIRECTOR, PROGRAMS 40.0 X 101174 0 17902 PAVEL J SULLIVAN SR VP, FIN. & ADMINISTRATION 40.0 X 175553 0 28580 1250445 0 144458 8 false true false WASHREIT WATERGATE 600 OP LP 1775 EYE STREET NW SUITE 1000 WASHINGTON DC 20006 RENTAL 505133 JASON MIDA 526 12TH STREET NE WASHINGTON DC 20002 CONSULTING 195000 MADISON RYLAND MOORE 4000 WILSON BOULEVARD APT 202 ARLINGTON VA 22203 ACCOUNTING 147000 BARBARA HOWELL CHASE 105 EAST HOWELL AVENUE ALEXANDRIA VA 22301 CONSULTING 140000 IT'S MY VENUE LLC 815 V STREET NW WASHINGTON DC 20001 RENTAL FOR EVENT 139326 5 2461040 6674197 345553 9135237 0 0 0 0 0 94459 0 0 94459 0 0 1659035 1596891 62144 0 62144 0 0 62144 134200 2461040 1216989 -1082789 0 -1082789 OTHER INCOME 900099 12500 0 0 12500 0 0 0 0 12500 8221551 0 0 -913686 X 82000 82000 377093 377093 599176 479340 59918 59918 2310266 1861793 176008 272465 83470 67016 6818 9636 232452 186825 19117 26510 216430 171527 20811 24092 239995 193116 19461 27418 289027 289027 195000 195000 1168519 934916 163770 69833 555350 507294 8287 39769 519623 368812 115849 34962 98386 82749 15637 0 561070 347744 161451 51875 650953 586482 38040 26431 320249 303752 11619 4878 68674 55627 5416 7631 OTHER EXPENSES 38110 0 19998 18112 BANK FEES 129 0 129 0 0 0 0 0 8605972 6606086 1131356 868530 2949023 2828594 1015041 1061366 5086061 3846936 2787 35372 0 0 0 0 47048 44881 986876 510301 129685 476575 2132062 2650466 0 76924 0 814174 3311033 12175881 14332147 794736 406590 150000 75000 0 0 560730 3556874 1505466 4038464 X 960904 1994660 9709511 8299023 10670415 10293683 12175881 14332147 X -384421 66966 -9277 -50000 X X false true true false X 8148871 7338332 11079079 10473949 9135237 46175468 0 0 8148871 7338332 11079079 10473949 9135237 46175468 14122375 32053093 21007 41160 39186 40485 94459 236297 0 0 0 0 0 12500 12500 46424265 0 0.69044 0.67407 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 12500.0, COLUMN F - 12500.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1244936 145902 172885 9276 1554447 1074526 0 176025 5615 1244936 1076182 0 -173 1483 1074526 681081 395101 0 0 1076182 0 681081 0 0 681081 0.0 1.0 0.0 false false 118870 48290 70580 868006 462011 405995 476575 RIGHT OF USE ASSET 3199836 DEPOSITS 87322 OTHER ASSETS 23875 3311033 Federal Income Taxes OPERATING LEASE LIABILITY 3556874 3556874 X 9707862 66966 261633 -50000 278599 9429263 9277 -1216989 -1207712 8221551 10084594 261633 1216989 1478622 8605972 0 0 8605972 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUND IS A LONG TERM INVESTMENT FUND CREATED FOR THE PURPOSE OF PROVIDING REGULAR ANNUAL OPERATING CASH FOR EDF. DEPENDING ON THE NEEDS OF THE ORGANIZATION AND THE PERFORMANCE OF THE FUND, EDF MAY DRAW DOWN UP TO 7% OF THE ASSETS OF THE ENDOWMENT FUND EACH YEAR TO SUPPORT REGULAR FOUNDATION OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2024, AND 2023, AS THE FOUNDATION HAD NO NET UNRELATED BUSINESS INCOME. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 LOSSES FROM RECEIVABLES UNCOLLECTED - -50000 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements DIRECT EXPENSES FROM FUNDRAISING EVENT - -1216989 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 DIRECT EXPENSES FROM FUNDRAISING EVENT - 1216989 X X X X X true JASON MIDA 526 12TH STREET NE WASHINGTON DC 20002 FUNDRAISING COUNSEL false 643173 195000 448173 643173 195000 448173 CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI WY GALA 2595240 2461040 134200 220859 184892 2108 809130 0 0 0 2595240 2461040 134200 220859 184892 2108 809130 1216989 -1082789 Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. JASON MIDA-NO; Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses JASON MIDA-195,000; true Pritzker Military Museum & Library 104 S Michigan Ave 400 Chicago IL 60603 364477083 501c3 25000 GENERAL OPERATIONAL SUPPORT National Association of Corporate Directors 1515 N Courthouse Rd 1200 Arlington VA 22201 522314113 501c3 15000 GENERAL OPERATIONAL SUPPORT Prisca Project LLC 5758 Geary Blvd Unit 545 San Francisco CA 94121 823600052 15000 GENERAL OPERATIONAL SUPPORT Easterseals 1420 Spring St Silver Spring MD 20910 530212296 501c3 10000 GENERAL OPERATIONAL SUPPORT TBI Warrior Foundation PO Box 2365 Boerne TX 78006 821561192 501c3 5000 GENERAL OPERATIONAL SUPPORT No Greater Sacrifice Foundation 601 Pennsylvania Ave NW South BLD 900 Washington DC 20004 261572599 501c3 5000 GENERAL OPERATIONAL SUPPORT 5 1 ASSISTANCE FOR INDIVIDUALS 217 377093 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANTEES ARE REQUIRED TO PERIODICALLY REPORT EXPENDITURES AND ACCOMPLISHMENTS RELATED TO GRANT MONIES AWARDED. false false false false false false false false false STEVE SCHWAB CEO 287765 0 23320 0 0 0 8730 0 14192 0 334007 0 0 0 ELIZABETH FIELD CHIEF OPERATING OFFICER 214090 0 14000 0 0 0 6640 0 10715 0 245445 0 0 0 PAVEL J SULLIVAN SR VP, FIN. & ADMINISTRATION 168553 0 7000 0 0 0 5250 0 23330 0 204133 0 0 0 KEVIN STAFFORD DIRECTOR OF FINANCE 135265 0 0 0 0 0 4368 0 32071 0 171704 0 0 0 KIRSTEN A FEYLING VP of Development and Engagement 152464 0 5000 0 0 0 4641 0 1625 0 163730 0 0 0 CLEMENTINA M CORDOVA VP of Events 136814 0 5000 0 0 0 4132 0 10862 0 156808 0 0 0 11 263956 Market value X Furnitures 1 36644 Market value X HILTON HOTEL 1 44953 Market value 14 false false false Schedule M, Part I COLUMN (B) THE AMOUNTS REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,244,514 including grants of $ 18,147)(Revenue $ 0) Community Engagement and Peer Support Form 990, Part III, Line 4d Description of other program services (Expenses $ 352,206 including grants of $ 0)(Revenue $ 0) RESEARCH AND INNOVATION Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY MANAGEMENT AND OUTSIDE LEGAL COUNSEL, AND FINAL DRAFT IS APPROVED BY THE FINANCE/AUDIT COMMITTEE FOR REVIEW BY THE BOARD BEFORE SUBMISSION. Form 990, Part VI, Line 12c Conflict of interest policy EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF COMMITTEES SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL SUCH PERSONS ARE REQUIRED TO DISCLOSE ANY CONFLICTS WHEN THEY OCCUR. THE BOARD OR APPROPRIATE COMMITTEE WILL INVESTIGATE AND TAKE PROPER DISCIPLINARY OR CORRECTIVE ACTIONS WHEN THERE ARE VIOLATIONS OF THE POLICY. THERE SHALL ALSO BE PERIODIC REVIEWS TO DETERMINE THAT THE ORGANIZATION OPERATES IN A MANNER THAT DOES NOT ENGAGED IN ACTIVITIES THAT COULD JEOPARDIZE ITS EXEMPT STATUS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION POSTS ITS FINANCIAL STATEMENTS ON ITS WEBSITE AND MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONSULTING SERVICES - Total Expense: 1168519, Program Service Expense: 934916, Management and General Expenses: 163770, Fundraising Expenses: 69833; Form 990, Part XI, Line 9 Other changes in net assets or fund balances LOSSES FROM RECEIVABLES UNCOLLECTED - -50000; Total - -50000; Form 990, Part XII, Line 2c Change of oversight process or selection process THE ORGANIZATION HAS HAD A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF IT FINANCIAL STATEMENTS FOR THE LAST TWO YEARS.