H and B Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIMA, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 13 grants totaling $426K. Net investment income was $783K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
+8.5% YoY
Annual Giving
$426K
+40.3% YoY
Grant Count
13
+8.3% YoY
Avg Grant Size
$33K
+29.5% YoY
Under IRS private-foundation payout rules, H and B Family Foundation reported a distributable amount of $358K for 2024 — the minimum it must pay out in qualifying distributions.
About H and B Family Foundation
Based on IRS filings
H and B Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIMA, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 13 grants totaling $426K. Net investment income was $783K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,300,066 | $3,963,905 | $4,039,552 |
| Revenue | $847,612 | $298,300 | $263,722 |
| Expenses | $514,537 | $378,887 | $401,408 |
| Qualifying Distributions | $425,859 | $303,500 | $341,095 |
| Net Investment Income | $783,147 | $241,420 | $221,118 |
| Distributable Amount | $357,920 | $303,082 | $308,582 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Marmon Valley Ministries ($150,000), St Rose Parish ($85,000), United Way of Greater Lima ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Lima Symphony Orchestra Lima, OH | Annual Family Concert Underwriting & Annual Fund Contribution | $25,000 |
| Lima Central Catholic Lima, OH | Maintenance and renovation of facilities | $10,000 |
| St Rose Parish Lima, OH | To meet the operational needs of the parish and school. | $85,000 |
| Marmon Valley Ministries Zanesfield, OH | To provide scholarships for the Insight Summer Horse Camp | $150,000 |
| Lima Family YMCA Lima, OH | Funding for Organization | $15,000 |
| Coleman Behavioral Health Lima, OH | For the Cognitive Enhancement Therapy | $5,000 |
| Lima Samaritan House Inc Lima, OH | Funding for Organization | $5,000 |
| Equestrian Therapy Program Cridersville, OH | Funding for Organization | $20,000 |
| United Way of Greater Lima Lima, OH | Funding for Organization | $35,000 |
| SAFY of Ohio Lima, OH | Funding for organization | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Daniel F Clifford | Treasurer | — | — |
| David C Krock | Secretary | — | — |
| Evans T Pseekos | Pres/Asst Treas | 5 | $12,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is H and B Family Foundation?
H and B Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIMA, OH. It holds $4.3M in total assets as of 2024.
How large is H and B Family Foundation?
As of 2024, H and B Family Foundation holds $4.3M in total assets with $848K in annual revenue. It awarded 13 grants totaling $426K in 2024.
Where does H and B Family Foundation operate?
H and B Family Foundation has awarded grants in New Mexico, Ohio.
What size grants does H and B Family Foundation award?
In 2024, H and B Family Foundation awarded 13 grants totaling $426K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is H and B Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, H and B Family Foundation reported a distributable amount of $358K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H and B Family Foundation's EIN?
H and B Family Foundation's EIN (Employer Identification Number) is 20-3508196. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in H and B Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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