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H And B Family Foundation is a private trust based in LIMA, OH. The foundation received its IRS ruling in 2006. The principal officer is Dan Clifford. It holds total assets of $4.3M. Annual income is reported at $1.7M. Total assets have grown from $2.5M in 2011 to $4M in 2023. The foundation is governed by 3 officers and trustees. To improve the community surrounding the Lima, Ohio area through its support of local non-profit agencies, with a particular emphasis on churches and charities affiliated with the Roman Catholic religion. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Ohio. According to available records, H And B Family Foundation has made 50 grants totaling $1.2M, with a median grant of $20K. Annual giving has grown from $116K in 2020 to $304K in 2023. Grantmaking activity was highest in 2022 with $682K distributed across 24 grants. Individual grants have ranged from $2K to $100K, with an average award of $24K. The foundation has supported 19 unique organizations. Grants have been distributed to organizations in Ohio and New Mexico. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$13K
Average Grant
$14K
Largest Grant
$30K
Based on 8 grants from the most recent 990-PF filing.
To improve the community surrounding the Lima, Ohio area through its support of local non-profit agencies, with a particular emphasis on churches and charities affiliated with the Roman Catholic religion.
Expenses: $112K
To improve the community surrounding the Lima, Ohio area through its support of local non-profit agencies, with a particular emphasis on churches and charities affiliated with the Roman Catholic religion. Based on available records, the foundation has funded 50 grants. Its grantmaking reaches organizations primarily in OH, NM.
H And B Family Foundation has distributed a total of $1.2M across 50 grants. The median grant size is $20K, with an average of $24K. Individual grants have ranged from $2K to $100K.
Discretion of trustees.
H And B Family Foundation is headquartered in LIMA, OH. While based in OH, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Evans T Pseekos | Pres/Asst Treas | $9K | $0 | $9K |
| Daniel F Clifford | Treasurer | $0 | $0 | N/A |
| David C Krock | Secretary | $0 | $0 | N/A |
Total Giving
$379K
Total Assets
$4M
Fair Market Value
$6.7M
Net Worth
$4M
Grants Paid
$304K
Contributions
N/A
Net Investment Income
$241K
Distribution Amount
$303K
Total: $3.9M
Total Grants
50
Total Giving
$1.2M
Average Grant
$24K
Median Grant
$20K
Unique Recipients
19
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sts Peter PaulFunding for organization | Ottawa, OH | $30K | 2020 |
| Rotary FoundationFunding for organization | Lima, OH | $5K | 2020 |
| Lima Rescue MissionFunding for Organization | Lima, OH | $80K | 2023 |
| United Way Of Greater LimaFunding for Organization | Lima, OH | $50K | 2023 |
| Equestrian Therapy ProgramFunding for Organization | Cridersville, OH | $40K | 2023 |
| Marmon Valley MinistriesTo provide scholarships for the Insight Summer Horse Camp | Zanesfield, OH | $26K | 2023 |
| Lima Symphony OrchestraAnnual Family Concert Underwriting & Annual Fund Contribution | Lima, OH | $25K | 2023 |
| West Ohio Food BankFunding for Organization | Lima, OH | $25K | 2023 |
| Lima Samaritan House IncFunding for Organization | Lima, OH | $15K | 2023 |
| Lima Family YmcaFunding for Organization | Lima, OH | $10K | 2023 |
| Restoration House Of LimaFunding for Organization | Lima, OH | $10K | 2023 |
| Our Daily Bread Soup KitchenTo meet the operational needs of the facility | Lima, OH | $10K | 2023 |
| Lima Central CatholicMaintenance and renovation of facilities | Lima, OH | $10K | 2023 |
| Coleman Behavioral HealthFor the Cognitive Enhancement Therapy | Lima, OH | $3K | 2023 |
| St Rita'S Medical CenterHeart Center | Lima, OH | $100K | 2022 |
| University Of FindlayScholarship funding | Findlay, OH | $75K | 2022 |
| St Bonaventure Indian MissionFunding for Organization | Thoreau, NM | $5K | 2021 |
| St Joseph'S Catholic ChurchOperational Needs of the Parish | Wapakoneta, OH | $25K | 2020 |
| Safy Of OhioFunding for organization | Lima, OH | $5K | 2020 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH