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· Private foundation

H & R Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$163k
Granted FY2025still arriving
7
Grants FY2025still arriving
2
States reached
$125k
Largest
01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Civil Rights$128kReligion$56kPublic Benefit$37kEducation$18kInternational$13kYouth Development$11kPhilanthropy$10kHuman Services$4kOther$0
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $11k
  • $10k–50k1 grant · $27k
  • $50k–250k1 grant · $125k
$1,000
Median grant
2
States reached
$27k
Total assets
Largest grants
RecipientAmount
THE HAVEN$125,000
FIRST SARASOTA BAPTIST CHURCH$27,000
ROTARY CLUB OF SARASOTA SOUTHSIDE FOUNDATION$8,650
ROTARY GIFT OF LIFE$1,000
COVENANT LIFE PRESBYTERIAN CHURCH$600
LOUIS & GLORIA FLANZER PHILANTHROPIC TRUST$500
THE CHILDRENS FOUNDATION$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $128k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%WEARS VALLEY RANNCH: $500 → 12%TIDEWELL HOSPICE: $100 → 9%THE HAVEN: $125k → 9%THE HAVEN: $2k → 9%THE HAVEN: $500 → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
WA
IL
MI
OH
NJ
CO
AZ
TN
NC
DC
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$271k · 18 repeat orgs$8k to everyone else

18 repeat relationships: 6 still active in FY2025, 12 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
25

Total granted

$271k
$7k

Median revenue growth · since first grant

-2%
+13%

Still filing today

39%
28%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $600 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesEducationPhilanthropyPublic BenefitInternationalHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • Community Haven For Adults And Children With Disabilities Inc
    3× · 2020–2025 · $128k · revenue +61%
  • VF
    VISION FOR THE AMERICAS INC
    2× · 2023–2024 · $8k · revenue +59%
  • SP
    SAMARITAN'S PURSE
    4× · 2017–2023 · $2k · revenue +134%

Funded once

  • WV
    WEARS VALLEY RANCH FOR KIDS FOUNDATION
    one grant, 2023 · $2k
  • TS
    THE SALVATION ARMY
    one grant, 2017 · $500
  • BS
    BOY SCOUTS TROOP 89
    one grant, 2019 · $500
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Fairchild Tropical Botanic Garden Inc

We harness the power of plants for humankind and share the joy and beauty of tropical gardening with everyone. fairchild tropical botanic garden is a museum of tropical plants within a world famous, 83-acre designed landscape. it was…

Environment
2
Walnut Grove Christian School

We are a k-12 christian school founded under the following (4) pillars: academics: we provide an amazing accredited academic program utilizing 100% certified teachers. schedule: we provide our students and their families an opportunity on…

Education
3
The Florida Center for Early Childhood Inc

The florida center supports the healthy development of young children, specializing in those with delays, disabilities or mental health challenges. our mission- "to help build and foster strong families and expand the potential of young…

Human Services
4
Heart Gallery of Sarasota
—
5
International Academy of Fine Art

The florence acadamy of art was founed in 1991 by daniel graves (see schedule o for details).

International
6
Sargeants Army
Human Services
7
Siena University

Siena university is a learning community advancing the ideals of a liberal arts education, rooted in its identity as a franciscan and catholic institution. as a learning community, siena is committed to a student-centered education…

Education
8
Colorado Christian Academy

Colorado christian academy provides an innovative christ-centered education that prioritizes academic achievements and individual development of the whole child. in relationship with parents, we will build healthy foundations that result…

Education
9
Shalom School

Shalom school's mission is to provide each child with an outstanding education in a nurturing environment that is academically excellent, inclusive, innovative, and inspired by jewish values and traditions.

—
10
The Samuel School

To daily provide children with the opportunity to experience a holy spirit anointed atmosphere where sacrifices and offerings can be made unto god, with one form being artistic expressions, and where the voice and person of god can be…

Education
11
Tallahassee Classical School Inc

To train the minds and improve the hearts of young people through a content-rich classical education in the liberal arts and sciences with instruction in the principles of moral character and civic virtue.

Education
12
Tri-State Christian Academy Inc

Our desire is to provide balanced, biblical direction to the child as a support to the home and to train each student to be self-disciplined and biblically directed in their walk with god and their fellow man. it is also our desire to meet…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; the most unlike its peers is The Louis and Gloria Flanzer Philanthropic Trust. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 45 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
15/15
Grantees still filing
10/15
Grew since first funded

Where the money sits, by cause and then by grantee

Community Haven For Adults And Children With Disabilities Inc: $127,500 · Human ServicesCommunity Haven For Adults And Children With Disabil…+2 more: $600 · Human ServicesFIRST SARASOTA BAPTIST CHURCH: $33,000 · OtherFIRST SARASOTA BAPTIST CHURCHSARASOTA BAPTIST CHURCH: $12,900 · OtherSARASOTA BAPTIST CHURCHTHE CHILDRENS FOUNDATION: $10,500 · OtherTHE CHILDRENS FOUNDATIONFLANZER TRUST: $4,950 · OtherFLANZER TRUSTNIGHTLIFE CHURCH: $4,700 · OtherNIGHTLIFE CHURCHROTARY GIFT OF LIFE: $4,200 · Other+28 more: $10,344 · Other+28 moreTHE ROTARY CLUB OF SARASOTA SOUTHSIDE FOUNDATION INC: $36,903 · HealthTHE ROTARY CLU…SARASOTA MILITARY ACADEMY INC: $17,490 · Education+2 more: $610 · EducationVISION FOR THE AMERICAS INC: $8,000 · PhilanthropyTHE LOUIS AND GLORIA FLANZER PHILANTHROPIC TRUST: $5,000 · PhilanthropySAMARITAN'S PURSE: $1,900 · ReligionCHILD PROTECTION CENTER INC: $300 · Crime & Legal
Human Services$128,100Other$80,594Health$36,903Education$18,100Philanthropy$13,000Religion$1,900Crime & Legal$300

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCommunity Haven For Adults And Children With Disabilities Inc: $127,500 over 3y, 1.4% of budgetTHE ROTARY CLUB OF SARASOTA SOUTHSIDE FOUNDATION INC: $36,903 over 9y, 7.5% of budgetSARASOTA MILITARY ACADEMY INC: $17,490 over 7y, 0.1% of budgetVISION FOR THE AMERICAS INC: $8,000 over 2y, 5.2% of budgetTHE LOUIS AND GLORIA FLANZER PHILANTHROPIC TRUST: $5,000 over 4y, 0.0% of budgetSAMARITAN'S PURSE: $1,900 over 4y, 0.0% of budgetWEARS VALLEY RANCH INC: $500 over 1y, 0.0% of budgetSARASOTA YOUNG VOICES INCORPORATED: $360 over 1y, 0.5% of budgetCHILD PROTECTION CENTER INC: $300 over 1y, 0.0% of budgetRIPPLE AFRICA INC: $250 over 2y, 0.2% of budgetHILLSDALE COLLEGE: $250 over 1y, 0.0% of budgetTIDEWELL HOSPICE INC: $100 over 1y, 0.0% of budgetThe Marie Selby Botanical Gardens Inc: $100 over 1y, 0.0% of budgetWreaths Across America: $75 over 1y, 0.0% of budgetTHE HERITAGE FOUNDATION: $50 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Community Haven For Adults And Children With Disabilities Inc ↗
  • Who funds THE ROTARY CLUB OF SARASOTA SOUTHSIDE FOUNDATION INC ↗
  • Who funds SARASOTA MILITARY ACADEMY INC ↗
  • Who funds VISION FOR THE AMERICAS INC ↗
  • Who funds THE LOUIS AND GLORIA FLANZER PHILANTHROPIC TRUST ↗
  • Who funds SAMARITAN'S PURSE ↗
  • Who funds WEARS VALLEY RANCH INC ↗
  • Who funds SARASOTA YOUNG VOICES INCORPORATED ↗
  • Who funds CHILD PROTECTION CENTER INC ↗
  • Who funds RIPPLE AFRICA INC ↗
  • Who funds HILLSDALE COLLEGE ↗
  • Who funds TIDEWELL HOSPICE INC ↗
  • Who funds The Marie Selby Botanical Gardens Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundation of Sarasota Co IncFL21.3× affinity8 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Sarasota Co Inc · Gulf Coast Community Foundation Inc · Maceikonis Family Foundation Inc · The Louis and Gloria Flanzer Philanthropic Trust · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization H & R Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from H & R Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%1%3%6%10%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 0%
  • Child Protection Center Inc: 8% of income from government
  • The Marie Selby Botanical Gardens Inc: 0% of income from government
  • Tidewell Hospice Inc: 0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to H & R Charitable Foundation?

Find your warmest path to H & R Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 45 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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