H & R Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like H & R Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 43-6319120
Foundation Overview
Based in Sarasota, FL, H & R Charitable Foundation has awarded 111 grants totaling $116,797 to organizations in Florida, Colorado and 8 other states across the US. Individual grants range from $40 to $5,000, with a median award of $500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
12 of 24 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
70% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Sarasota (79%), Bradenton (8%), Lakewood Ranch (3%).
Funding Trajectory
Strong 168% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into H & R Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Louis & Gloria Flanzer Philanthropic Trust | $1,000 | Sarasota, FL, US | General | 2023 |
| Rotary Club Of Sarasota Southside Foundation | $3,000 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Rotary Gift Of Life | $2,000 | Sarasota, FL, US | General | 2023 |
| Samaritan Purse | $500 | Boone, NC, US | General | 2023 |
| Sarasota Baptist Church | $4,800 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Sarasota Military Academy | $500 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Wears Valley Ranch For Kids Foundation | $2,000 | Sevierville, TN, US | General | 2023 |
| Emmanuel Lutheran Church | $100 | Venice, FL, US | General | 2023 |
| Heroic Flags | $450 | Bradenton, FL, US | General | 2023 |
| Vision For The Americas | $5,000 | Sarasota, FL, US | General | 2023 |
| Child Protection Center | $300 | Sarasota, FL, US | General | 2023 |
| Billy Graham Evangelistic Association | $500 | Charlotte, NC, US | General | 2023 |
| Louis & Gloria Flanzer Philanthropic Trust | $1,000 | Sarasota, FL, US | General | 2023 |
| Rotary Club Of Sarasota Southside Foundation | $3,000 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Rotary Gift Of Life | $2,000 | Sarasota, FL, US | General | 2023 |
| Samaritan Purse | $500 | Boone, NC, US | General | 2023 |
| Sarasota Baptist Church | $4,800 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Sarasota Military Academy | $500 | Sarasota, FL, US | Unrestricted Use | 2023 |
| Wears Valley Ranch For Kids Foundation | $2,000 | Sevierville, TN, US | General | 2023 |
| Emmanuel Lutheran Church | $100 | Venice, FL, US | General | 2023 |
| Heroic Flags | $450 | Bradenton, FL, US | General | 2023 |
| Vision For The Americas | $5,000 | Sarasota, FL, US | General | 2023 |
| Child Protection Center | $300 | Sarasota, FL, US | General | 2023 |
| Billy Graham Evangelistic Association | $500 | Charlotte, NC, US | General | 2023 |
| Louis & Gloria Flanzer Philanthropic Trust | $2,500 | Sarasota, FL, US | General | 2022 |
| Navigators | $50 | Colorado Springs, CO, US | General | 2022 |
| Rotary Club Of Sarasota Southside Foundation | $3,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Rotary Gift Of Life | $200 | Sarasota, FL, US | General | 2022 |
| Sarasota Baptist Church | $2,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Sarasota Military Academy | $1,000 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Hillsdale College | $250 | Hillsdale, MI, US | General | 2022 |
| Heritage Foundation | $50 | Washington Dc, DC, US | General | 2022 |
| Samaritan Purse | $200 | Boone, NC, US | General | 2022 |
| Wears Valley Rannch | $500 | Sevierville, TN, US | General | 2022 |
| Nightlight Center | $500 | Sarasota, FL, US | General | 2022 |
| Louis & Gloria Flanzer Philanthropic Trust | $2,500 | Sarasota, FL, US | General | 2022 |
| Navigators | $50 | Colorado Springs, CO, US | General | 2022 |
| Rotary Club Of Sarasota Southside Foundation | $3,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Rotary Gift Of Life | $200 | Sarasota, FL, US | General | 2022 |
| Sarasota Baptist Church | $2,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Sarasota Military Academy | $1,000 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Hillsdale College | $250 | Hillsdale, MI, US | General | 2022 |
| Heritage Foundation | $50 | Washington Dc, DC, US | General | 2022 |
| Samaritan Purse | $200 | Boone, NC, US | General | 2022 |
| Wears Valley Rannch | $500 | Sevierville, TN, US | General | 2022 |
| Nightlight Center | $500 | Sarasota, FL, US | General | 2022 |
| Louis & Gloria Flanzer Philanthropic Trust | $2,500 | Sarasota, FL, US | General | 2022 |
| Navigators | $50 | Colorado Springs, CO, US | General | 2022 |
| Rotary Club Of Sarasota Southside Foundation | $3,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Rotary Gift Of Life | $200 | Sarasota, FL, US | General | 2022 |
| Sarasota Baptist Church | $2,400 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Sarasota Military Academy | $1,000 | Sarasota, FL, US | Unrestricted Use | 2022 |
| Hillsdale College | $250 | Hillsdale, MI, US | General | 2022 |
| Heritage Foundation | $50 | Washington Dc, DC, US | General | 2022 |
| Samaritan Purse | $200 | Boone, NC, US | General | 2022 |
| Wears Valley Rannch | $500 | Sevierville, TN, US | General | 2022 |
| Nightlight Center | $500 | Sarasota, FL, US | General | 2022 |
| Flanzer Trust | $3,500 | Sarasota, FL, US | General | 2021 |
| Navigators | $200 | Colorado Springs, CO, US | General | 2021 |
| Ripple Africa | $50 | Bradenton, FL, US | General | 2021 |
| Rotary Club Of Sarasota Southside Foundation | $1,330 | Sarasota, FL, US | Unrestricted Use | 2021 |
| Rotary Gift Of Life | $100 | Sarasota, FL, US | General | 2021 |
| Sarasota Baptist Church | $150 | Sarasota, FL, US | Unrestricted Use | 2021 |
| Sarasota Military Academy | $500 | Sarasota, FL, US | Unrestricted Use | 2021 |
| The Haven | $2,000 | Sarasota, FL, US | General | 2021 |
| Lakewood Ranch High School | $100 | Lakewood Ranch, FL, US | General | 2021 |
| Wreaths Across America | $75 | Columbia Falls, ME, US | General | 2021 |
| Brotherhood Of Man | $100 | Scottsdale, AZ, US | General | 2021 |
| Tidewell Hospice | $100 | Sarasota, FL, US | General | 2021 |
| Rotary Club Of Sarasota Southside Foundation | $1,000 | Sarasota, FL, US | Unrestricted Use | 2020 |
| Sarasota Baptist Church | $1,200 | Sarasota, FL, US | Unrestricted Use | 2020 |
| Sarasota Military Academy | $3,000 | Sarasota, FL, US | Unrestricted Use | 2020 |
| Rotary Gift Of Life | $900 | Sarasota, FL, US | General | 2020 |
| Girl Scout Troop 307 | $124 | Sarasota, FL, US | General | 2020 |
| Dublin Worthington Rotary Club | $40 | Worthington, OH, US | General | 2020 |
| Samaritans Purse | $500 | Boone, NC, US | General | 2020 |
| Ripple Africa | $200 | Bradenton, FL, US | General | 2020 |
| Flanzer Trust | $1,450 | Sarasota, FL, US | General | 2020 |
| Navigators | $75 | Colorado Springs, CO, US | General | 2020 |
| The Haven | $500 | Sarasota, FL, US | General | 2020 |
| Gift Of Life Florida | $100 | Pinellas Park, FL, US | Unrestricted Funds | 2018 |
| National Ms Society | $100 | Maitland, FL, US | Unrestricted Use | 2018 |
| Nightlife Church | $2,200 | Sarasota, FL, US | Unrestricted Funds | 2018 |
| Rotary Club Of Sarasota Southside Foundation | $2,130 | Sarasota, FL, US | Unrestricted Use | 2018 |
| Sarasota Baptist Church | $1,350 | Sarasota, FL, US | Unrestricted Use | 2018 |
| Sarasota Military Academy | $4,810 | Sarasota, FL, US | Unrestricted Use | 2018 |
| Vision For The Americas Inc | $100 | Braselton, GA, US | Unrestricted Use | 2018 |
| World Medical Mission | $500 | Boone, NC, US | Unrestricted Use | 2018 |
| Lakewood Ranch School Jrotc | $200 | Bradenton, FL, US | Unrestricted Use | 2018 |
| The Navigators | $50 | Colorado Springs, CO, US | Unrestricted Use | 2018 |
| Rotary Club Of Sarasota Southside Foundation | $1,893 | Sarasota, FL, US | Unrestricted Use | 2017 |
| Sarasota Military Academy | $1,230 | Sarasota, FL, US | Unrestricted Use | 2017 |
| The Salvation Army | $500 | Sarasota, FL, US | Red Kettle Campaign | 2017 |
| Sarasota Baptist Church | $1,200 | Sarasota, FL, US | Unrestricted Use | 2017 |
| Samaritan's Purse | $700 | Boone, NC, US | Unrestricted Use | 2017 |
| Wycliffe Bible Translators | $100 | Orlando, FL, US | Unrestricted Use | 2017 |
| National Ms Society | $200 | Maitland, FL, US | Unrestricted Use | 2017 |
| Toys For Tots | $80 | Tampa, FL, US | Unrestricted Use | 2017 |
| World Medical Mission | $1,000 | Boone, NC, US | Unrestricted Use | 2017 |
| Rotary International | $200 | Sarasota, FL, US | Unrestricted Use | 2017 |
| All Faiths Food Bank | $50 | Sarasota, FL, US | Unrestricted Use | 2016 |
| Cub Scouts Pack 125 | $60 | Lakewood Ranch, FL, US | Unrestricted Use | 2016 |
| Covenant Life Church | $325 | Sarasota, FL, US | Unrestricted Funds | 2016 |
| Mcneal Elementary School Pto | $100 | Bradenton, FL, US | Unrestricted Use | 2016 |
| Nightlife Church | $500 | Sarasota, FL, US | Unrestricted Funds | 2016 |
| Rotary Club Of Sarasota Southside Foundation | $1,265 | Sarasota, FL, US | Unrestricted Use | 2016 |
| Sarasota Military Academy | $2,060 | Sarasota, FL, US | Unrestricted Use | 2016 |
| Vision For The Americas Inc | $1,000 | Braselton, GA, US | Unrestricted Use | 2016 |
| The Salvation Army | $500 | Sarasota, FL, US | Red Kettle Campaign | 2016 |
| Gracelife Church | $1,000 | Sarasota, FL, US | Unrestricted Use | 2016 |
| Gift Of Life Florida | $650 | Pinellas Park, FL, US | Unrestricted Funds | 2016 |
Foundations Similar to H & R Charitable Foundation
Discover 5 foundations with comparable assets ($158,713-$164,432), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Iten Family Foundation Inc
EIN: 65-0500581 | 24 grants awarded |
$162,016
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$1,000
median grant |
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The Middlemas Family Foundation Inc
EIN: 58-2432566 | 63 grants awarded |
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$500
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The Bernard & Ruth Rothfeld
EIN: 65-0143398 | 140 grants awarded |
$164,311
(≈ Similar) |
$1,000
median grant |
Royal Palm Beach, FL
Same state |
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|
Bosland Family Foundation
EIN: 59-7176434 | 46 grants awarded |
$164,432
(≈ Similar) |
$1,000
median grant |
Amelia Island, FL
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The Bershad Foundation Ii Inc
EIN: 26-4177599 | 120 grants awarded |
$158,713
(≈ Similar) |
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Contact Information
Official contact details for H & R Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 43-6319120 |
| Website | N/A |
| Address | 4274 BOCA POINTE DR Sarasota, FL 34238-5574 |
Key People (2)
Board members, trustees, and key staff who oversee H & R Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Director | Herbert Jones Jr |
|---|---|
| Director | Ruth Jones |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for H & R Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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Research Applications
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