HOAG Family Charitable FDN
EIN 204058314 Private FoundationTotal Given 2020–2024
$2.9M
48 grants · $586K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $3K–$39K
grant size
41%
supporter · 14/34 multi-year
repeat
$4.9M
Assets (2024)
34
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA AMY LYNCH
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
NONE
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $360K | $6.4M | $514K | 1 |
| 2021 | $604K | $6.6M | $1.7M | 1 |
| 2022 | $917K | $4.5M | $886K | 1 |
| 2023 | $308K | $5.0M | $281K | 21 |
| 2024 | $744K | $4.9M | $218K | 24 |
Grant Size Distribution
Based on 48 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$8K
Average
$61K
75th Pctl
$39K
Maximum
$917K
Geographic Distribution
Texas Counties Served
4.2% of US grants
· Rank #5 of 12 states
$1.5M across
2 grants
1 of 254 counties
Top 1 counties
- 1 Dallas
Officers & Directors
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
BA
Bank of America
5+ yrs
Trustee
Grants Awarded (48 total)
| Purpose | ||||
|---|---|---|---|---|
| Please See Attached List | Dallas, TX | $917,000 | UNRESTRICTED GENERAL | 2022 |
| Please See Attached List | Dallas, TX | $603,500 | UNRESTRICTED GENERAL | 2021 |
| Please See Attached List | Providence, RI | $360,000 | UNRESTRICTED GENERAL | 2020 |
| American Red Cross | Washington, DC | $200,000 | UNRESTRICTED GENERAL | 2024 |
| Care | Atlanta, GA | $100,000 | UNRESTRICTED GENERAL | 2024 |
| Samaritan's Purse | Boone, NC | $100,000 | UNRESTRICTED GENERAL | 2024 |
| Sherman Church | Sherman, CT | $84,000 | UNRESTRICTED GENERAL | 2024 |
| Sherman Church | Sherman, CT | $76,000 | UNRESTRICTED GENERAL | 2023 |
| Care | Holyoke, MA | $50,000 | UNRESTRICTED GENERAL | 2023 |
| Unicef | New York, NY | $50,000 | UNRESTRICTED GENERAL | 2023 |
| Unicef USA | New York, NY | $50,000 | UNRESTRICTED GENERAL | 2024 |
| Friends of Sherman Senior Center | Sherman, CT | $50,000 | UNRESTRICTED GENERAL | 2024 |
| The Salvation Army | West Nyack, NY | $35,000 | UNRESTRICTED GENERAL | 2024 |
| The Salvation Army | West Nyack, NY | $30,000 | UNRESTRICTED GENERAL | 2023 |
| Lion of Judah Ministries | Penney Farms, FL | $25,000 | UNRESTRICTED GENERAL | 2024 |
| Connecticut Humane Society | Newington, CT | $20,000 | UNRESTRICTED GENERAL | 2023 |
| Sherman Library Association | Sherman, CT | $20,000 | UNRESTRICTED GENERAL | 2024 |
| Connecticut Humane Society | Newington, CT | $15,000 | UNRESTRICTED GENERAL | 2024 |
| Goodswill Industries of Western Mass | North Hampton, MA | $10,000 | UNRESTRICTED GENERAL | 2023 |
| Sherman Library Association | Sherman, CT | $10,000 | UNRESTRICTED GENERAL | 2023 |
| Sherman Volunteer Fire DEPT | Sherman, CT | $10,000 | UNRESTRICTED GENERAL | 2023 |
| Goodwill Industries of West & North Ct | North Hampton, MA | $10,000 | UNRESTRICTED GENERAL | 2024 |
| Sherman Volunteer Fire DEPT | Sherman, CT | $10,000 | UNRESTRICTED GENERAL | 2024 |
| My Stuff BAGS | Westlake Village, CA | $7,500 | UNRESTRICTED GENERAL | 2023 |
| Sherman Higher Education | Sherman, CT | $7,500 | UNRESTRICTED GENERAL | 2023 |
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