D & R Family Foundation
- Assets
- $404.4k
- Revenue
- $112.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Burlington, KY
- Founding
- 03/2009
- Data as of
- 12/2023
- 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 12/2023, D & R Family Foundation generated $112.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.2%) each year. All expenses for the organization totaled $20.4k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (35.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, D & R Family Foundation has awarded 21 individual grants totaling $332,160. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHARITABLE GRANTS GIVEN TO MT ST JOSHEPH UNIVERSITY, ST. PIUS X SCHOOL
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Donald Paul Barth Trustee | 0.5 | $0 | |
Ruthann Barth Trustee | 2 | $0 | |
Ted Robert Arlinghaus Trustee | 0.05 | $0 | |
Mary Catherine Bakis Trustee | 0.05 | $0 | |
Ruth Roseann Brockman Trustee | 0.05 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | -$2,371 |
| 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 | $111,950 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,126 |
| Depreciation | $6,085 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,215 |
| Total operating and administrative expenses | $14,426 |
| Contributions, gifts, grants paid | $6,000 |
| Total expenses and disbursements | $20,426 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $228,912 |
| 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 | $32 |
| Net Investments - land, buildings, equipment | $175,503 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $404,447 |
| 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 $6,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ST PIUS X SCHOOL PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $5,000 |
MT ST JOSEPH UNIVERSITY PURPOSE: FOR THE ADVANCEMENT OF EDUCATION | $1,000 |