Bert E Hocking Jr and Sherry E Hocking Family Foundation

Foundation · Grantmaker FRIDAY HARBOR, WA EIN: 81-3978471

Bert E Hocking Jr and Sherry E Hocking Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRIDAY HARBOR, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $466K in total assets. In 2024, it awarded 1 grants totaling $165K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$466K

+45.5% YoY

Annual Giving

$165K

-83.9% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$165K

-51.7% YoY

About Bert E Hocking Jr and Sherry E Hocking Family Foundation

Based on IRS filings

Bert E Hocking Jr and Sherry E Hocking Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRIDAY HARBOR, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $466K in total assets. In 2024, it awarded 1 grants totaling $165K. Net investment income was $19K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CarlsbadEncinitasSalt Lake City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$759K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$465,841$320,145$1,278,231
Revenue$311,279$68,305$2,759,273
Expenses$165,159$1,026,391$1,483,698
Qualifying Distributions$165,000$1,023,883$1,470,774
Net Investment Income$18,711$68,305$56,273
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$368K$735K$1M$1M1 grants20201 grants20211 grants20223 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

The Church of Jesus Chri…$165K

Grant Size Distribution

7 grants across all recorded years

1<$50K$50–100K4$100–250K$250–500K1$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Church of Jesus Christ of LDS ($165,000).

RecipientPurposeAmount
The Church of Jesus Christ of LDS Salt Lake City, UTCONTRIBUTION TO SUPPORT CHURCHS RELIGOUS AND CHARITABLE ACTIVITIES$165,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Bert E Hocking JrPresident2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bert E Hocking Jr and Sherry E Hocking Family Foundation?

Bert E Hocking Jr and Sherry E Hocking Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRIDAY HARBOR, WA. It holds $466K in total assets as of 2024.

How large is Bert E Hocking Jr and Sherry E Hocking Family Foundation?

As of 2024, Bert E Hocking Jr and Sherry E Hocking Family Foundation holds $466K in total assets with $311K in annual revenue. It awarded 1 grants totaling $165K in 2024.

Where does Bert E Hocking Jr and Sherry E Hocking Family Foundation operate?

Bert E Hocking Jr and Sherry E Hocking Family Foundation has awarded grants in California, Utah.

What size grants does Bert E Hocking Jr and Sherry E Hocking Family Foundation award?

In 2024, Bert E Hocking Jr and Sherry E Hocking Family Foundation awarded 1 grants totaling $165K — an average of about $165K per grant, based on its IRS Form 990 filings.

What is Bert E Hocking Jr and Sherry E Hocking Family Foundation's EIN?

Bert E Hocking Jr and Sherry E Hocking Family Foundation's EIN (Employer Identification Number) is 81-3978471. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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