2024-10-22T15:46:39-05:00 2023-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-01-01 454292692 CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION % THE ORGANIZATION CARI 2022497170 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 Steve Schwab CEO 2022497170 2024-10-23 true true Marc Berger P01871563 7038930600 2024-09-25 2023 2024-10-15 13:58:12Z X Elizabeth Dole 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 11838682 false X WWW.ELIZABETHDOLEFOUNDATION.ORG X 2012 VA SEE SCHEDULE O 16 15 36 14 0 0 11079079 10473949 0 0 27879 34032 -780017 -957891 10326941 9550090 871593 660048 0 0 2795582 2930746 0 0 653376 5063714 4686522 8730889 8277316 1596052 1272774 11142750 12175881 1896927 1505466 9245823 10670415 X 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. false false 2421671 0 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. 848614 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. 1384285 617406 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. 869877 0 0 RESEARCH AND INNOVATION 844250 42642 0 COMMUNITY ENGAGEMENT AND PEER SUPPORT 1714127 42642 0 6368697 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 true false false false false false false false false true 88 0 true 36 true false false false false false true true false false false false false false X 16 15 false false false false false false false true true false false true true true true true true false false false CA CO CT DE DC FL GA IL KS ME MD NV NH NJ NY NC OK PA TN TX VA WA X X X THE ORGANIZATION 2022497170 1625 EYE STREET NW STE 725 WASHINGTON DC 20006 X STEVE SCHWAB CEO 40.0 0.0 X X 283955 0 20612 PAVEL J SULLIVAN SR VP, FIN. & ADMINISTRATION 40.0 0.0 X 145457 0 25604 RACHAEL BARRETT VP, STRATEGY & IMPACT 40.0 0.0 X 138626 0 28198 KEVIN STAFFORD DIRECTOR OF FINANCE 40.0 0.0 X 127189 0 33203 MADISON MOORETHRU 122923 VP OF SPECIAL PROJECT 40.0 0.0 X 144255 0 5121 KIRSTEN A FEYLING SR DIR OF DEVELOP & ENGAGEMENT 40.0 0.0 X 143066 0 5879 ELIZABETH DOLE PRESIDENT 40.0 0.0 X X 0 0 0 SANFORD D GREENBERG BOARD TREASURUER 1.0 0.0 X X 0 0 0 STEWART MCLAURIN BOARD SECRETARY 1.0 0.0 X 0 0 0 ARISTIDE COLLINS BOARD MEMBER 1.0 0.0 X 0 0 0 TRAVIS DALTON BOARD MEMBER 1.0 0.0 X 0 0 0 JEFFREY DIVNEY BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN HUGHES BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN D KEMP BOARD MEMBER 1.0 0.0 X 0 0 0 JOEL KOBERT BOARD MEMBER 1.0 0.0 X 0 0 0 PATRICK MELLODY BOARD MEMBER 1.0 0.0 X 0 0 0 KIMBERLY MINGO BOARD MEMBER 1.0 0.0 X 0 0 0 ROBIN PORTMAN BOARD MEMBER 1.0 0.0 X 0 0 0 PHIL ROE BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL STEEL BOARD MEMBER 1.0 0.0 X 0 0 0 ALI ZENKO BOARD MEMBER 1.0 0.0 X 0 0 0 982548 0 118617 8 false true false WASHREIT WATERGATE 600 OP LP 1775 EYE STREET NW SUITE 1000 WASHINGTON DC 20006 RENTAL 467590 JASON MIDA 526 12TH STREET NE WASHINGTON DC 20002 CONSULTING 195000 BDO USA LLP PO BOX 642743 WASHINGTON DC 15264 ACCOUNTING 177032 IT'S MY VENUE LLC 990 MAINE AVENUE SOUTHWEST WASHINGTON DC 20024 RENTAL FOR EVENT 141151 4 2244200 8229749 523558 10473949 0 40485 0 0 40485 0 0 0 0 0 1196473 1202926 -6453 -6453 -6453 127775 2244200 1085666 -957891 -957891 0 0 0 0 0 0 0 9550090 0 0 -923859 X 225000 225000 435048 435048 0 0 283955 227165 28395 28395 0 2183271 1816935 170910 195426 72030 60000 5365 6665 211328 175823 16080 19425 180162 155034 7863 17265 0 50865 365 50500 273162 400 272762 0 0 0 2130863 1656330 210937 263596 580741 450970 89283 40488 370995 268039 74800 28156 81936 74913 7023 0 690137 536294 120983 32860 308134 157643 149772 719 0 138936 128738 9929 269 0 0 39920 39920 0 OTHER EXPENSES 20112 20112 BANK FEES 721 721 8277316 6368697 1255243 653376 1419190 2949023 2365281 1015041 4496834 5086061 0 2787 0 0 0 0 0 0 0 0 550591 47048 571314 441629 114825 129685 1193142 2132062 0 0 0 0 0 0 1002887 814174 11142750 12175881 798093 794736 75000 150000 0 0 0 0 0 0 0 0 0 0 0 0 1023834 560730 1896927 1505466 X 1370619 960904 7875204 9709511 9245823 10670415 11142750 12175881 X 1272774 168918 -7100 -10000 X false true X false false X 4809445 8148871 7338332 11079079 10473949 41849676 0 0 4809445 8148871 7338332 11079079 10473949 41849676 13504653 28345023 32006 21007 41160 39186 40485 173844 0 27326 0 0 0 0 27326 42050846 0.67407 0.65922 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1074526 176025 5615 1244936 1076182 -173 1483 1074526 681081 395101 1076182 0 681081 681081 0 0 1.00000 false false 43695 32166 11529 527619 409463 118156 129685 RIGHT OF USE ASSET 512118 OTHER ASSETS 244942 DEPOSITS 57114 814174 0 OPERATING LEASE LIABILITY 560730 560730 X 10787574 168918 -10000 158918 10628656 7100 -1085666 -1078566 9550090 9362982 1085666 1085666 8277316 8277316 SCHEDULE D, PART V, LINE 4: 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: 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, 2023, AND 2022, AS THE FOUNDATION HAD NO NET UNRELATED BUSINESS INCOME. SCHEDULE D, PART XI, LINE 2D: LOSSES FROM RECEIVABLES UNCOLLECTED: ($10,000) SCHEDULE D, PART XI, LINE 4B: DIRECT EXPENSES FROM FUNDRAISING EVENT: ($1,085,666) SCHEDULE D, PART XII, LINE 2D: DIRECT EXPENSES FROM FUNDRAISING EVENT: $1,085,666 X X X X X true JASON MIDA 526 12th STREET NE WASHINGTON DC 20002 FUNDRAISING COUNSEL false 592994 195000 397994 592994 195000 397994 CA CO CT DC FL GA IL KS ME MD NV NH NJ NY NC OK PA TN TX VA WA GALA 2371975 2244200 127775 347344 175612 44126 518584 0 2371975 2244200 127775 347344 175612 44126 518584 1085666 -957891 true QUALITY OF LIFE FOUNDATION 2750 KILLARNEY DR WOODBRIDGE VA 22192 261820245 501(C)(3) 175000 GENERAL OPERATIONAL PRITZKER MILITARY MUSEUM & LIBRARY 104 S MICHIGAN AVE CHICAGO IL 60603 364477083 501(C)(3) 20000 GENERAL OPERATIONAL PRISCA PROJECT LLC 5758 GEARY BLVD SAN FRANCISCO CA 94121 823600052 10000 GENERAL OPERATIONAL EASTERSEALS 1420 SPRING ST SILVER SPRING MD 20910 530212296 501(C)(3) 10000 GENERAL OPERATIONAL 3 1 ASSISTANCE FOR INDIVIDUALS 243 435048 SCHEDULE I, PART I, LINE 2: 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 261088 0 22867 0 0 0 7950 0 12662 0 304567 0 0 0 PAVEL J SULLIVAN SR VP, FIN. & ADMINISTRATION 145132 0 325 0 0 0 4529 0 21075 0 171061 0 0 0 RACHAEL BARRETT VP, STRATEGY & IMPACT 138275 0 351 0 0 0 4350 0 23848 0 166824 0 0 0 KEVIN STAFFORD DIRECTOR OF FINANCE 126840 0 349 0 0 0 4125 0 29078 0 160392 0 0 0 X 6 21074 FMV X AIRLINE MILES 1 354200 FMV X HILTON HOTEL 1 104284 FMV X LEGAL SERVICES 1 44000 FMV false false false SCHEDULE M, PART I, COLUMN (B): THE AMOUNTS REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1: 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. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY MANAGEMENT, AND THEN REVIEWED BY THE BOARD AND OUTSIDE LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 12C: 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, SECTION C, LINE 19: 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 XI Line 9 Losses from receivables uncollected : $(10,000) FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:2130863