D & R Family Foundation
- Assets
- $288.0k
- Revenue
- $120.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Burlington, KY
- Founding
- 03/2009
- Data as of
- 12/2021
- EIN
- 26-2187760
Organization Overview
D & R Family Foundation is located in Burlington, KY. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. D & R Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, D & R Family Foundation generated $120.6k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 8.4% each year. All expenses for the organization totaled $27.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, D & R Family Foundation has awarded 17 individual grants totaling $320,109. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHARITABLE GRANTS GIVEN TO HOLY CROSS CHURCH, ST. PIUS X SCHOOL, ST. HENRY ELEMENTARY SCHOOL, AND IMMACULATE HEART OF MARY FOR THE ADVANCEMENT OF EDUCATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ruthann Barth Trustee | 2 | $0 | |
Ted Robert Arlinghaus Trustee | 0.05 | $0 | |
Donald Paul Barth Trustee | 0.5 | $0 | |
Mary Catherine Bakis Trustee | 0.05 | $0 | |
Ruth Roseann Brockman Trustee | 0.05 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $105,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $6,637 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $120,600 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,742 |
| Depreciation | $5,636 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $656 |
| Total operating and administrative expenses | $9,034 |
| Contributions, gifts, grants paid | $18,598 |
| Total expenses and disbursements | $27,632 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $117,579 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $170,371 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $287,950 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, D & R Family Foundation has awarded $18,598 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
ST HENRY ELEMENTARY SCHOOL PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $7,110 |
IMMACULATE HEART OF MARY SCHOOL PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $5,488 |
ST PIUS X SCHOOL PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $5,000 |
HOLY CROSS CHURCH PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Asante Foundation Inc South Bend, IN | $170,490,031 | $16,382,298 |
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
Deborah Joy Simon Foundation Carmel, IN | $67,791,546 | $8,858,983 |
Hillier Family Foundation Akron, OH | $0 | $3,603,112 |
Hazel Ruby Mcquain Charitable Tr Morgantown, WV | $103,286,088 | $9,092,496 |
Scripps-Howard Foundation Cincinnati, OH | $57,417,924 | $12,029,094 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
Albert J Weatherhead Estate Trust Uw Item Iv National City Bk Of Cle Mayfield Heights, OH | $171,110,624 | $12,657,241 |
Hummingbird Society Foundation Cincinnati, OH | $175,019 | $103,373 |
Fellowship Foundation Inc Arlington, VA | $7,901,984 | $7,885,643 |
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
Reinhart Foundation Richmond, VA | $39,727,277 | $36,137,915 |