H & R Charitable Foundation

990PF • Fiscal year 2011 • EIN 43-6319120

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 06, 2012

Organization Profile

4274 Boca Pointe Drive34238-5569

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

-4.7%

Faster asset growth than 39% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$99,616

Down $4,939 (-4.7%) from 2010

Net Assets

Down

$99,616

Down $4,939 (-4.7%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$14,075

Down $1,257 (-8.2%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$99,616

Liabilities$0

Net Assets$99,616

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$14,075

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Jun 6, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HERBERT JONES JR	Director	-	$0	-	-
RUTH JONES	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CHURCH OF THE PALMS	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$7,800
Paid Grant	SARASOTA MILITARY ACADEMY	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$2,000
Paid Grant	ROTARY SOUTHSIDE	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$1,580
Paid Grant	JUVENILE DIABETES	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$500
Paid Grant	SALVATION ARMY	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$500
Paid Grant	ROTARY GIFT OF LIFE	UNRESTRICTED USE	509(A)(1)	SARASOTA, FL, US	$450
Paid Grant	ROTARY INTERNATIONAL	UNRESTRICTED USEUNRESTRICTED USE	509(A)(1)	EVANSTON, IL, US	$225
Paid Grant	SAMARITAN COUNSELING SERVICES	UNRESTRICTED USE	509(A)(2)	SARASOTA, FL, US	$100

Filing and Contact Details

Filer

EIN: 43-6319120

Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	810
AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	810
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	0
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	35857
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	28428
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	613
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	613
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	810
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	810
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	13155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	13155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	8523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-4939
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	13965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	14075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	9136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	920
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/CashBOY	0	69303
IRS990PF/BalanceSheets/CashEOY	0	63759
IRS990PF/BalanceSheets/CashEOYFMV	0	63759
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	35252
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	35857
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	28428
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	104555
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	99616
IRS990PF/BalanceSheets/TotalAssetsBOY	0	104555
IRS990PF/BalanceSheets/TotalAssetsEOY	0	99616
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	92187
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	104555
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	99616
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	104555
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	99616
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-4939
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	99616
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	104555
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	99616
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	4792
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	4792
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	4792
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	4802
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	10
IRS990PF/DistributableAmount/TotalTax	0	10
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	10
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	10
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	10
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	10
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	10
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	92187
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	97511
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	68634
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	28877
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	1463
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	4802
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	96048
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	97511
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	HERBERT JONES JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	RUTH JONES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	3991 BOCA POINTE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	3991 BOCA POINTE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	34238
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	34238
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	20413
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	20408
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.212482
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.149002
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.139508
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.180566
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.353514
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.239821
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	96048
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	102113
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	117269
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	136321
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	124858
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	51059
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	5
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	13965
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	15215
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	16360
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	24615
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	44139
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	12245
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	1.062411
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	13965
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	13965
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	13965
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	HERBERT JONES JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	9419259435
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	3991 BOCA POINTE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	SARASOTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	342385569
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	FL
IRS990PF/StatementsRegardingActivities/StatesFiledWith	1	MO
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	HERBERT JONES JR
IRS990PF/SupplementaryInformation/ContributingManager	1	RUTH JONES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	7800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	225
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	1580
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	UNRESTRICTED USEUNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	UNRESTRICTED USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CHURCH OF THE PALMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	JUVENILE DIABETES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	ROTARY GIFT OF LIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	ROTARY INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	SAMARITAN COUNSELING SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	ROTARY SOUTHSIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	SARASOTA MILITARY ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	509(A)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	3224 BEE RIDGE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	2999 S TAMIAMI TRAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO BOX 19102
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1560 SHERMAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	4100 10TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	3224 BEE RIDGE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	4274 BOCA POINTE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	801 N ORANGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	EVANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	34239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	34239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	34276
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	60201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	34239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	34239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	34236
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	34236
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	13155
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	4792
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	4792
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	10119
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	10514
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	17896
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	38118
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	9770
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	9770
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	85820
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	9173
IRS990PF/UndistributedIncome/ExcessFromYear1	0	10119
IRS990PF/UndistributedIncome/ExcessFromYear2	0	10514
IRS990PF/UndistributedIncome/ExcessFromYear3	0	17896
IRS990PF/UndistributedIncome/ExcessFromYear4	0	38118
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	13965
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	9173
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	95590
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	86417
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	8523
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	4274 BOCA POINTE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	SARASOTA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	34238
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	HERB JONES
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherExpensesSchedule/OtherExpenses/Description	0	ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	100
TaxesSchedule/Taxes/Amount	0	10
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	436319120
ReturnHeader/Filer/Name/BusinessNameLine1	0	H & R CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl	0	H&RC
ReturnHeader/Filer/Phone	0	9419259435
ReturnHeader/Filer/USAddress/AddressLine1	0	4274 BOCA POINTE DRIVE
ReturnHeader/Filer/USAddress/City	0	SARASOTA
ReturnHeader/Filer/USAddress/State	0	FL
ReturnHeader/Filer/USAddress/ZIPCode	0	342385569
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2012-06-06
ReturnHeader/Officer/Name	0	HERB JONES
ReturnHeader/Officer/Phone	0	9419259435
ReturnHeader/Officer/Title	0	DIRECTOR
ReturnHeader/PreparerFirm/EIN	0	591753337
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	KERKERING BARBERIO & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 49348
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SARASOTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	342306348
ReturnHeader/Preparer/Name	0	ROBERT P CLARKE
ReturnHeader/Preparer/Phone	0	9413654617
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-06-12T08:22:05-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $99,616
Liabilities: $0
Net assets: $99,616
Revenue: -
Expenses: $14,075
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.27	$0.25	$0.01
2023Summary only. Only limited summary data is available for this year.	$1.62	$0.00		$0.45	$0.22	$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.38	$0.00	$1.38	$0.28	$0.12	$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.22	$0.00	$1.22	$0.29	$0.09	$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.02	$0.00	$1.02	$0.36	$0.10	$0.26
2019Summary only. Only limited summary data is available for this year.	$0.76	$0.00		$0.40	$0.26	$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.62	$0.00	$0.62	$0.00	$0.13	$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.75	$0.00	$0.75	$0.00	$0.08	$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.83	$0.00	$0.83	$0.26	$0.08	$0.18
2015Detailed filing. Detailed filing data is available for this year.	$0.65	$0.00	$0.65	$0.28	$0.11	$0.16
2014Summary only. Only limited summary data is available for this year.	$0.49	$0.00		$0.04	$0.14	$0.18
2013Summary only. Only limited summary data is available for this year.	$0.68	$0.00		$0.03	$0.23	$0.19
2012Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87		$0.15
2011Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00		$0.14
2010Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05		$0.15