Bobby R Harold Family Charitable Tr
Bobby R Harold Family Charitable Tr is a private foundation, based in Mount Airy, NC. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $83K in total assets. In 2026, it awarded 2 grants totaling $3K. Net investment income was $3K.
Bobby R Harold Family Charitable Tr at a glance
In short: Bobby R Harold Family Charitable Tr gave $3K across 2 grants in 2026 (avg $2K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,100
- -20.5% vs 2025
- Grants made (2026)
- 2
- -33.3% vs 2025
- Average grant
- $1,550
- +19.2% vs 2025
- Median grant
- $1,550
- Total assets
- $83,192
- +0.1% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Bobby R Harold Family Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Brenners Childrens Hospital ($3K).
Organizations only. It also paid 1 grant to individuals ($600), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Bobby R Harold Family Charitable Tr gives
- Giving fell 31% from 2023 to 2026. Method
- In 2026 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $3K (2026) to $6K (2021). In 2026 it made 2 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brenners Childrens Hospital Winston-Salem, NC | provide medical care to children | $2,500 |
| 1 grant to individuals Recipients not named | — | $600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $83,192 | $3,314 | $3,242 | $3,100 | 2 | $3,100 | $3,172 | $3,887 |
| 2025 | $83,120 | $3,406 | $4,017 | $3,900 | 3 | $3,900 | $3,289 | $3,946 |
| 2024 | $83,731 | $3,226 | $3,828 | $3,750 | 3 | $3,828 | $3,191 | $3,881 |
| 2023 | $84,333 | $2,578 | $4,578 | $4,500 | 4 | $4,500 | $2,771 | $3,886 |
| 2022 | $86,333 | $1,354 | $8,379 | $5,000 | 3 | $5,000 | — | $4,345 |
| 2021 | $93,358 | $2,535 | $8,677 | $5,500 | 6 | — | — | $4,771 |
Under IRS private-foundation payout rules, Bobby R Harold Family Charitable Tr reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bobby R Harold Family Charitable Tr's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Gary Harold
Trustee
On filings since 2021
1 hr/week
No compensation reported
Susan H. Thomas
Trustee
On filings since 2021
1 hr/week
No compensation reported
Sylvia Harold
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bobby R Harold Family Charitable Tr
How much does Bobby R Harold Family Charitable Tr give each year?
Bobby R Harold Family Charitable Tr gave $3K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $4K across 3 grants.
How large is Bobby R Harold Family Charitable Tr?
Bobby R Harold Family Charitable Tr reported $83K in total assets on its 2026 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bobby R Harold Family Charitable Tr operate?
Bobby R Harold Family Charitable Tr has awarded grants in North Carolina.
What is Bobby R Harold Family Charitable Tr's EIN?
Bobby R Harold Family Charitable Tr's EIN (Employer Identification Number) is 56-6500009. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2021–2025
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