H Richard McFarland Charitable Tr

Foundation · Grantmaker Indianapolis, IN EIN: 35-6479692

H Richard McFarland Charitable Tr is a private foundation, based in Indianapolis, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 5 grants totaling $655K.

Key facts about H Richard McFarland Charitable Tr

In short: H Richard McFarland Charitable Tr gave $655K across 5 grants in 2024 (avg $131K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
35-6479692
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$655,000
Grants made (2024)
5
Average grant
$131,000
Median grant
$150,000
Total assets
$7,026,893
Primary geography
Indiana (92% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

-11.9% YoY

Annual Giving

$655K

+17.9% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$131K

+17.9% YoY

Under IRS private-foundation payout rules, H Richard McFarland Charitable Tr reported a distributable amount of $478K for 2024 — the minimum it must pay out in qualifying distributions.

How H Richard McFarland Charitable Tr gives

  • Giving fell 31% from 2021 to 2024. Method
  • In 2024 it paid out 145% of 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

3states

Share of all 5 itemized 2024 grant dollars.

Cities

IndianapolisCarmelZionsvilleAustinCenterville

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M4 grants20204 grants20214 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

H Richard McFarland Early Americana: $240KH Richard McFarland EarlyAmericana$240KHeartland Mindfulness Collective: $190KHeartland MindfulnessCollective$190KOverdose Lifeline Inc: $150KOverdose Lifeline Inc$150KFair Haven Church: $50KFair Haven Church$50KIndy Yoga Movement: $25KIndy Yoga Movement$25K

Grant Size Distribution

22 grants across all recorded years

7<$50K2$50–100K8$100–250K4$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
H RICHARD MCFARLAND EARLY AMERICANA Indianapolis, INSEE EXPENDITURE RESPONSIBILITY STATEMENT$240,000
HEARTLAND MINDFULNESS COLLECTIVE Zionsville, INGENERAL SUPPORT$190,000
OVERDOSE LIFELINE INC Indianapolis, INGENERAL SUPPORT$150,000
FAIR HAVEN CHURCH Centerville, OHGENERAL SUPPORT$50,000
INDY YOGA MOVEMENT Carmel, INGENERAL SUPPORT$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$7,026,893$7,974,277$11,631,292
Revenue$21,656$-2,922,013$630,149
Expenses$969,040$735,002$786,488
Qualifying Distributions$691,957$595,409$646,306
Net Investment Income—$10,919$528,030
Distributable Amount$477,757$455,885$490,240

Data update history

When this profile's IRS filing data changed on Grantable

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

Leadership & Key People

Officers and directors from IRS filings

H Richard McFarland Charitable Tr's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • David P. Sims

    Trustee

    Co-Trustee → Trustee, 2021

    On filings since 2020

    20 hrs/week

    $18K (2021) → $51K (2024)

  • Michael McFarland

    Trustee

    Co-Trustee → Trustee, 2021

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Marian Joan Craycraft

    Trustee

    New on the 2024 filing

    0.1 hrs/week

    No compensation reported

Former officers (1)
  • Former: Marian Sims (2020–2023) — Trustee

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.

Compensation Overview

From 2024 IRS filing

David P Sims — Trustee: $51KDavid P SimsTrustee$51K

Frequently asked questions about H Richard McFarland Charitable Tr

How much does H Richard McFarland Charitable Tr give each year?

H Richard McFarland Charitable Tr gave $655K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $556K across 5 grants.

What is H Richard McFarland Charitable Tr's typical grant size?

H Richard McFarland Charitable Tr's median grant in 2024 was $150,000, and its average grant was $131,000, across 5 grants on its 2024 IRS Form 990-PF.

Where does H Richard McFarland Charitable Tr give grants?

H Richard McFarland Charitable Tr gives mostly in Indiana: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Ohio (8%). The most frequent recipient cities were Indianapolis, IN (2 grants).

Does H Richard McFarland Charitable Tr give general operating support?

Yes: 80% of H Richard McFarland Charitable Tr's 2024 grants with a stated purpose (4 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are H Richard McFarland Charitable Tr's largest grantees?

H Richard McFarland Charitable Tr's largest 2024 grantees include H Richard McFarland Early Americana ($240,000), Heartland Mindfulness Collective ($190,000) and Overdose Lifeline Inc ($150,000), according to its 2024 IRS Form 990-PF. Together they received 89% of its itemized 2024 grant dollars.

How large is H Richard McFarland Charitable Tr?

H Richard McFarland Charitable Tr reported $7.0M in total assets on its 2024 IRS Form 990-PF. It paid out $692K in qualifying distributions that year, against a required minimum of $478K (roughly 5% of its investment assets).

What is H Richard McFarland Charitable Tr's EIN?

H Richard McFarland Charitable Tr's EIN (Employer Identification Number) is 35-6479692. 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.

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