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H & R Charitable Foundation is a private trust based in SARASOTA, FL. The foundation received its IRS ruling in 1987. It holds total assets of $163K. Annual income is reported at $27K. Total assets have grown from $100K in 2011 to $162K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Florida. According to available records, H & R Charitable Foundation has made 34 grants totaling $40K, with a median grant of $500. Annual giving has grown from $9K in 2020 to $20K in 2023. Individual grants have ranged from N/A to $5K, with an average award of $1K. The foundation has supported 23 unique organizations. The foundation primarily supports organizations in Florida, Tennessee, North Carolina, which account for 85% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$500
Average Grant
$817
Largest Grant
$3K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
H & R Charitable Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 34 grants. Its grantmaking reaches organizations primarily in FL, TN, NC.
H & R Charitable Foundation has distributed a total of $40K across 34 grants. The median grant size is $500, with an average of $1K. Individual grants have ranged from N/A to $5K.
H & R Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
H & R Charitable Foundation is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ruth Jones | DIRECTOR | $0 | $0 | N/A |
| Herbert Jones Jr | DIRECTOR | $0 | $0 | N/A |
Total Giving
$22K
Total Assets
$162K
Fair Market Value
$162K
Net Worth
$162K
Grants Paid
$20K
Contributions
$45K
Net Investment Income
N/A
Distribution Amount
$7K
Total Grants
34
Total Giving
$40K
Average Grant
$1K
Median Grant
$500
Unique Recipients
23
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Heritage FoundationGENERAL | Washington Dc, DC | N/A | 2022 |
| Vision For The AmericasGENERAL | Sarasota, FL | $5K | 2023 |
| Sarasota Baptist ChurchUNRESTRICTED USE | Sarasota, FL | $5K | 2023 |
| Rotary Club Of Sarasota Southside FoundationUNRESTRICTED USE | Sarasota, FL | $3K | 2023 |
| Rotary Gift Of LifeGENERAL | Sarasota, FL | $2K | 2023 |
| Wears Valley Ranch For Kids FoundationGENERAL | Sevierville, TN | $2K | 2023 |
| Louis & Gloria Flanzer Philanthropic TrustGENERAL | Sarasota, FL | $1K | 2023 |
| Samaritan PurseGENERAL | Boone, NC | $500 | 2023 |
| Sarasota Military AcademyUNRESTRICTED USE | Sarasota, FL | $500 | 2023 |
| Billy Graham Evangelistic AssociationGENERAL | Charlotte, NC | $500 | 2023 |
| Heroic FlagsGENERAL | Bradenton, FL | $450 | 2023 |
| Child Protection CenterGENERAL | Sarasota, FL | $300 | 2023 |
| Emmanuel Lutheran ChurchGENERAL | Venice, FL | $100 | 2023 |
| Nightlight CenterGENERAL | Sarasota, FL | $500 | 2022 |
| Wears Valley RannchGENERAL | Sevierville, TN | $500 | 2022 |
| Hillsdale CollegeGENERAL | Hillsdale, MI | $250 | 2022 |
| NavigatorsGENERAL | Colorado Springs, CO | N/A | 2022 |
| Flanzer TrustGENERAL | Sarasota, FL | $1K | 2020 |
| Samaritans PurseGENERAL | Boone, NC | $500 | 2020 |
| The HavenGENERAL | Sarasota, FL | $500 | 2020 |
| Ripple AfricaGENERAL | Bradenton, FL | $200 | 2020 |
| Girl Scout Troop 307GENERAL | Sarasota, FL | $124 | 2020 |
| Dublin Worthington Rotary ClubGENERAL | Worthington, OH | N/A | 2020 |