R and M Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE MILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $117K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+0.6% YoY
Annual Giving
$100K
+0.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$100K
+0.6% YoY
Under IRS private-foundation payout rules, R and M Foundation reported a distributable amount of $111K for 2024 — the minimum it must pay out in qualifying distributions.
About R and M Foundation
Based on IRS filings
R and M Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE MILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $117K.
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 | $1,837,420 | $1,827,108 | $1,825,159 |
| Revenue | $139,397 | $129,084 | $-4,776 |
| Expenses | $129,085 | $127,135 | $147,756 |
| Qualifying Distributions | $106,150 | $105,575 | $123,275 |
| Net Investment Income | $117,162 | $107,524 | $11,401 |
| Distributable Amount | $111,037 | $97,614 | $103,640 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Schedule ($100,100).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED SCHEDULE SEE ATTACHED, OH | SEE ATTACHED | $100,100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMY P FRIEDRICH | TRUSTEE | — | — |
| PETER ELLIOTT | TRUSTEE | — | — |
| EMILY SAGLE | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is R and M Foundation?
R and M Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE MILTON, OH. It holds $1.8M in total assets as of 2024.
How large is R and M Foundation?
As of 2024, R and M Foundation holds $1.8M in total assets with $139K in annual revenue. It awarded 1 grants totaling $100K in 2024.
Where does R and M Foundation operate?
R and M Foundation has awarded grants in Ohio.
What size grants does R and M Foundation award?
In 2024, R and M Foundation awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.
How much is R and M Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, R and M Foundation reported a distributable amount of $111K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is R and M Foundation's EIN?
R and M Foundation's EIN (Employer Identification Number) is 34-7022152. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in R and M 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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