H And R Family Foundation

Yardley, PA
Tax-exempt since Aug. 2005
EIN: 20-2229335

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$189k (2024)

Expenses

$246k (2024)

Total Assets

$653k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$188,635

Expenses

$246,039

Net Income

-$57,404

Net Assets

$653,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,619	0.9%
Dividends	$108,101	57.3%
Sales of Assets	$70,326	37.3%
Other Income	$8,589	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,834	91.0%
Compensation of Officers*	$20,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,261
Total Liabilities	$0
Net Assets	$653,261

Compensation

Key Employees and Officers	Compensation	Other
Susan Zimmerman (President)	$10,000	$0
Nancy Raup (Committee Me)	$5,000	$0
Michael Feinberg (Committee Me)	$5,000	$0

990-PF

Filed on Aug. 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$269,936

Expenses

$238,715

Net Income

$31,221

Net Assets

$708,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,966	1.1%
Dividends	$104,399	38.7%
Sales of Assets	$151,152	56.0%
Other Income	$11,419	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,313	90.2%
Compensation of Officers*	$20,000	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$708,911
Total Liabilities	$0
Net Assets	$708,911

Compensation

Key Employees and Officers	Compensation	Other
Susan Zimmerman (President)	$10,000	$0
Nancy Raup (Committee Me)	$5,000	$0
Michael Feinberg (Committee Me)	$5,000	$0
Ruthe S Feinberg (Sec/ Trea)	$0	$0

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990-PF

Filed on Aug. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2022

Revenue

$93,536

Expenses

$193,609

Net Income

-$100,073

Net Assets

$679,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,438	10.1%
Dividends	$103,291	> 100%
Sales of Assets	-$29,737
Other Income	$10,544	11.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,808	93.9%
Compensation of Officers*	$13,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$679,281
Total Liabilities	$0
Net Assets	$679,281

Compensation

Key Employees and Officers	Compensation	Other
Michael Feinberg (Committee Me)	$5,000	$0
Susan Zimmerman (President)	$3,000	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0

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990-PF

Filed on Sept. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2021

Revenue

$102,871

Expenses

$180,801

Net Income

-$77,930

Net Assets

$780,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,367	9.1%
Dividends	$99,375	96.6%
Sales of Assets	-$11,348
Other Income	$5,477	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,936	93.4%
Compensation of Officers*	$15,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$780,556
Total Liabilities	$0
Net Assets	$780,556

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (Vp)	$5,000	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (President)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on Oct. 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2020

Revenue

$104,822

Expenses

$174,490

Net Income

-$69,668

Net Assets

$855,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,384	9.0%
Dividends	$93,227	88.9%
Sales of Assets	$0
Other Income	$2,918	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,537	89.7%
Compensation of Officers*	$12,500	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$855,018
Total Liabilities	$1
Net Assets	$855,017

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (President)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on April 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$82,136

Expenses

$175,406

Net Income

-$93,270

Net Assets

$918,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,438	11.5%
Dividends	$89,068	> 100%
Sales of Assets	$0
Other Income	$11,056	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,000	91.2%
Compensation of Officers*	$12,500	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$918,803
Total Liabilities	$1
Net Assets	$918,802

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (President)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2018

Revenue

$150,644

Expenses

$144,867

Net Income

$5,777

Net Assets

$1,024,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,761	6.5%
Dividends	$82,143	54.5%
Sales of Assets	$18,335	12.2%
Other Income	$40,405	26.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,410	92.1%
Compensation of Officers*	$12,500	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,024,247
Total Liabilities	$0
Net Assets	$1,024,247

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (President)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on Oct. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2016

Revenue

-$26,897

Expenses

$166,234

Net Income

-$193,131

Net Assets

$1,113,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,130
Dividends	$60,003
Sales of Assets	-$112,230
Other Income	$11,200

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,892	91.4%
Compensation of Officers*	$12,500	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,113,762
Total Liabilities	$0
Net Assets	$1,113,762

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (President)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on April 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2015

Revenue

$386,283

Expenses

$167,816

Net Income

$218,467

Net Assets

$1,303,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,535	4.0%
Dividends	$70,902	18.4%
Sales of Assets	$276,523	71.6%
Other Income	$23,323	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,490	93.3%
Compensation of Officers*	$12,500	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,389,186
Total Liabilities	$85,193
Net Assets	$1,303,993

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (Pres)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$2,500	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2014

Revenue

$68,500

Expenses

$140,956

Net Income

-$72,456

Net Assets

$1,056,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,949	26.2%
Dividends	$56,167	82.0%
Sales of Assets	-$3,887
Other Income	-$1,729

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,716	92.0%
Compensation of Officers*	$10,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,056,580
Total Liabilities	$0
Net Assets	$1,056,580

Compensation

Key Employees and Officers	Compensation	Other
Herbert D Feinberg (Pres)	$2,500	$0
Ruthe S Feinberg (Sec/ Trea)	$2,500	$0
Susan Zimmerman (Committee Me)	$2,500	$0
Nancy Raup (Committee Me)	$2,500	$0
Michael Feinberg (Committee Me)	$0	$0

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990-PF

Filed on Feb. 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2013

Revenue

$77,781

Expenses

$130,148

Net Income

-$52,367

Net Assets

$1,099,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,144	25.9%
Dividends	$45,618	58.6%
Sales of Assets	$7,607	9.8%
Other Income	$4,412	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,177	90.8%
Compensation of Officers*	$5,000	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,099,175
Total Liabilities	$1
Net Assets	$1,099,174

990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2012

Revenue

$224,590

Expenses

$110,102

Net Income

$114,488

Net Assets

$1,131,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,816	11.5%
Dividends	$34,164	15.2%
Sales of Assets	$167,943	74.8%
Other Income	-$3,333

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,856	94.3%
Compensation of Officers*	$5,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,131,281
Total Liabilities	$1
Net Assets	$1,131,280

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$103,018

Expenses

$107,683

Net Income

-$4,665

Net Assets

$988,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,671	29.8%
Dividends	$25,312	24.6%
Sales of Assets	$326	0.3%
Other Income	$46,709	45.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,825	90.8%
Compensation of Officers*	$5,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$988,043
Total Liabilities	$1
Net Assets	$988,042

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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H And R Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $189k (2024)

Expenses $246k (2024)

Total Assets $653k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-T

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$189k (2024)

Expenses

$246k (2024)

Total Assets

$653k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008