H & R Charitable Foundation is a 501(c)(3) organization based in Sarasota, Florida, registered in 1987, with $26,630 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$27K
▼ 40.9% vs prior year
Expenses (FY2024)
$25K
Net assets
$163K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for H & R Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For H & R Charitable Foundation: 78 mo reserves · +6% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for H & R Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For H & R Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $3,320 (FY2013) to $27K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
5.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$163K
Total liabilities
$0
Net assets
$163K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $26,630▼40.9% | $25,135▲16.8% | $163,379▲0.9% | $163,379▲0.9% | 990PF |
| 2023 | $45,045▲58.2% | $21,525▲74.5% | $161,884▲17.0% | $161,884▲17.0% | 990PF |
| 2022 | $28,477▼2.3% | $12,335▲31.6% | $138,364▲13.2% | $138,364▲13.2% | 990PF |
| 2021 | $29,147▼19.3% | $9,370▼7.2% | $122,222▲19.3% | $122,222▲19.3% | 990PF |
| 2020 | $36,133▼9.7% | $10,094▼61.2% | $102,445▲34.1% | $102,445▲34.1% | 990PF |
| 2019 | $40,006▲571414% | $26,005▲107% | $76,406▲22.4% | $76,406▲22.4% | 990PF |
| 2018 | $7▼12.5% | $12,535▲55.7% | $62,405▼16.7% | $62,405▼16.7% | 990PF |
| 2017 | $8▼100.0% | $8,053▼4.4% | $74,933▼9.7% | $74,933▼9.7% | 990PF |
| 2016 | $26,006▼5.4% | $8,420▼26.5% | $82,978▲26.9% | $82,978▲26.9% | 990PF |
| 2015 | $27,504▲722% | $11,455▼18.5% | $65,392▲32.5% | $65,392▲32.5% | 990PF |
| 2014 | -$4,421▼233% | $14,056▼37.7% | $49,343▼27.2% | $49,343▼27.2% | 990PF |
| 2013 | $3,320 | $22,563▲48.9% | $67,820▼22.1% | $67,820▼22.1% | 990PF |
| 2012 | — | $15,156▲7.7% | $87,063▼12.6% | $87,063▼12.6% | 990PF |
| 2011 | — | $14,075▼8.2% | $99,616▼4.7% | $99,616▼4.7% | 990PF |
| 2010 | — | $15,332 | $104,555 | $104,555 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for H & R Charitable Foundation (EIN 43-6319120) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.