H & R Charitable Foundation
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.
H & R Charitable Foundation at a glance
In short: H & R Charitable Foundation gave $163K across 7 grants in 2025 (avg $23K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $163,250
- +590.3% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $23,321
- +393.1% vs 2024
- Median grant
- $1,000
- Total assets
- $26,678
- -83.7% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who H & R Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The Haven ($125K). Together the top 7 received $163K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 46 grants of 47 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2021) to $163K (2025). In 2025 it made 7 grants totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Haven Sarasota, FL | General | $125,000 |
| First Sarasota Baptist Church Sarasota, FL | Unrestricted Use | $27,000 |
| Rotary Club of Sarasota Southside Foundation Sarasota, FL | Unrestricted Use | $8,650 |
| Rotary Gift of Life Sarasota, FL | General | $1,000 |
| Covenant Life Presbyterian Church Sarasota, FL | General | $600 |
| Louis & Gloria Flanzer Philanthropic Trust Sarasota, FL | General | $500 |
| The Childrens Foundation River Forest, IL | General Support | $500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $26,678 | $28,108 | $164,809 | $163,250 | 7 | $164,809 | $10 | $4,235 |
| 2024 | $163,379 | $26,630 | $25,135 | $23,650 | 5 | $25,135 | $50 | $7,443 |
| 2023 | $161,884 | $45,045 | $21,525 | $20,150 | 12 | $21,525 | $14 | $7,093 |
| 2022 | $138,364 | $28,477 | $12,335 | $11,050 | 11 | $12,300 | — | $5,901 |
| 2021 | $122,222 | $29,147 | $9,370 | $8,205 | 12 | $9,370 | $10 | $4,920 |
| 2020 | $102,445 | $36,133 | $10,094 | $8,989 | 11 | — | $7 | $3,603 |
| 2019 | $76,406 | $40,006 | $26,005 | $24,960 | 13 | — | $6 | $2,778 |
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.
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2019–2024
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