D & R Family Foundation

Private foundation · Grantmaker Burlington, KY EIN: 26-2187760

D & R Family Foundation is a private foundation, based in Burlington, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $294K in total assets. In 2024, it awarded 2 grants totaling $163K. Net investment income was $2K.

D & R Family Foundation at a glance

In short: D & R Family Foundation gave $163K across 2 grants in 2024 (avg $82K), mostly in Kentucky. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$163,036
+2617.3% vs 2023
Grants made (2024)
2
+0.0% vs 2023
Average grant
$81,518
+2617.3% vs 2023
Median grant
$81,518
Total assets
$293,558
-27.4% vs 2023
Primary geography
Kentucky (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who D & R Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Holy Cross HIgh School: $157KHoly Cross HIgh School$157KSt Pius X School: $6KSt Pius X School$6K

The largest 2024 recipient was Holy Cross HIgh School ($157K). Together the top 2 received $163K.

Grant Size Distribution

14 grants across all recorded years

13<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 14 (93%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

EdgewoodCovingtonBurlingtonElsmereCincinnati

How D & R Family Foundation gives

  • Giving grew 777% from 2021 to 2024. Method
  • In 2024 it paid out 814% of its IRS minimum distribution (the 5% rule). 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

$0$50K$100K$150K$200K4 grants2020 4 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $6K (2023) to $163K (2024). In 2024 it made 2 grants totaling $163K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Holy Cross HIgh School Covington, KYFor the Advancement of Education$157,408
St Pius X School Edgewood, KYFor the Advancement of Education$5,628
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$293,558$66,500$177,389$163,0362$163,060$2,171$20,028
2023$404,447$111,950$20,426$6,0002$6,022—$17,431
2022$312,923$40,964$15,991$6,0512$6,407$6,016$14,854
2021$287,950$120,600$27,632$18,5984$18,598$6,636$9,947
2020$194,982$44,700$25,094$18,4584—$5,064$9,338

Under IRS private-foundation payout rules, D & R Family Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

D & R Family Foundation's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Donald Paul Barth

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mary Catherine Bakis

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Ruth Roseann Brockman

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Ruthann Barth

    Trustee

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Ted Robert Arlinghaus

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 D & R Family Foundation

How much does D & R Family Foundation give each year?

D & R Family Foundation gave $163K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 2 grants.

How large is D & R Family Foundation?

D & R Family Foundation reported $294K in total assets on its 2024 IRS Form 990-PF. It paid out $163K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

Where does D & R Family Foundation operate?

D & R Family Foundation has awarded grants in Kentucky, Ohio.

What is D & R Family Foundation's EIN?

D & R Family Foundation's EIN (Employer Identification Number) is 26-2187760. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from D & R Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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