H & R Charitable Foundation

Foundation · Grantmaker Sarasota, FL EIN: 43-6319120

H & R Charitable Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $27K in total assets. In 2025, it awarded 7 grants totaling $163K. Net investment income was $10.

Key facts about H & R Charitable Foundation

In short: H & R Charitable Foundation gave $163K across 7 grants in 2025 (avg $23K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
43-6319120
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$163,250
Grants made (2025)
7
Average grant
$23,321
Median grant
$1,000
Total assets
$26,678
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$27K

-83.7% YoY

Annual Giving

$163K

+590.3% YoY

Grant Count

7

+40.0% YoY

Avg Grant Size

$23K

+393.1% YoY

Under IRS private-foundation payout rules, H & R Charitable Foundation reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

How H & R Charitable Foundation gives

  • Giving grew 1377% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states

Share of all 7 itemized 2025 grant dollars.

Cities

SarasotaBradentonBooneColorado SpringsRiver ForestSeviervilleBraseltonCharlotteColumbia FallsHillsdaleLakewood RanchLiberty CornerMaitlandScottsdaleTacomaVeniceWashington DCWorthington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K13 grants201911 grants202012 grants202111 grants202212 grants20235 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

The Haven: $125KThe Haven$125KFirst Sarasota Baptist Church: $27KFirst Sarasota Baptist Church$27KRotary Club of Sarasota Southside Foundation: $9KRotary Club of SarasotaSouthside Foundation$9KRotary Gift of Life: $1KRotary Gift of Life$1KCovenant Life Presbyterian Church: $600Covenant Life PresbyterianChurch$600Louis & Gloria Flanzer Philanthropic Trust: $500Louis & Gloria FlanzerPhilanthropic Trust$500The Childrens Foundation: $500The Childrens Foundation$500

Grant Size Distribution

47 grants across all recorded years

46<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE HAVEN Sarasota, FLGENERAL$125,000
FIRST SARASOTA BAPTIST CHURCH Sarasota, FLUNRESTRICTED USE$27,000
ROTARY CLUB OF SARASOTA SOUTHSIDE FOUNDATION Sarasota, FLUNRESTRICTED USE$8,650
ROTARY GIFT OF LIFE Sarasota, FLGENERAL$1,000
COVENANT LIFE PRESBYTERIAN CHURCH Sarasota, FLGENERAL$600
LOUIS & GLORIA FLANZER PHILANTHROPIC TRUST Sarasota, FLGENERAL$500
THE CHILDRENS FOUNDATION River Forest, ILGENERAL SUPPORT$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019202020212022202320242025
Metric202520242023
Total Assets$26,678$163,379$161,884
Revenue$28,108$26,630$45,045
Expenses$164,809$25,135$21,525
Qualifying Distributions$164,809$25,135$21,525
Net Investment Income$10$50$14
Distributable Amount$4,235$7,443$7,093

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

H & R Charitable Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Herbert Jones Jr.

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Ruth Jones

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 H & R Charitable Foundation

How much does H & R Charitable Foundation give each year?

H & R Charitable Foundation gave $163K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 5 grants.

What is H & R Charitable Foundation's typical grant size?

H & R Charitable Foundation's median grant in 2025 was $1,000, and its average grant was $23,321, across 7 grants on its 2025 IRS Form 990-PF.

Where does H & R Charitable Foundation give grants?

H & R Charitable Foundation gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sarasota, FL (6 grants).

Does H & R Charitable Foundation give general operating support?

Yes: 100% of H & R Charitable Foundation's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are H & R Charitable Foundation's largest grantees?

H & R Charitable Foundation's largest 2025 grantees include The Haven ($125,000), First Sarasota Baptist Church ($27,000) and Rotary Club of Sarasota Southside Foundation ($8,650), according to its 2025 IRS Form 990-PF. Together they received 98% of its itemized 2025 grant dollars.

How large is H & R Charitable Foundation?

H & R Charitable Foundation reported $27K in total assets on its 2025 IRS Form 990-PF. It paid out $165K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).

What is H & R Charitable Foundation's EIN?

H & R Charitable Foundation's EIN (Employer Identification Number) is 43-6319120. IRS Form 990 filing data is available on this page for 2019–2025.

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

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