David and Julie Hnatek Family Foundation

Private foundation · Grantmaker Carlsbad, CA EIN: 83-2068875

David and Julie Hnatek Family Foundation is a private foundation, based in Carlsbad, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 8 grants totaling $1.8M. Net investment income was $28K.

Key facts about David and Julie Hnatek Family Foundation

In short: David and Julie Hnatek Family Foundation gave $1.8M across 8 grants in 2024 (avg $222K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
83-2068875
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,776,656
Grants made (2024)
8
Average grant
$222,082
Median grant
$3,000
Primary geography
California (96% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.8M

+1589.5% YoY

Grant Count

8

-42.9% YoY

Avg Grant Size

$222K

+2856.6% YoY

Under IRS private-foundation payout rules, David and Julie Hnatek Family Foundation reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

How David and Julie Hnatek Family Foundation gives

  • Giving grew 608% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

San DiegoCarlsbadFort WorthKansas CityPalm Beach GardensPalmer LakeBooneColorado SpringsDel MarForest FallsMadisonMountlake TerraceClaymontCoronaEncinitasEscondidoLisleMarrietaPalm BeachPasadena

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M7 grants2020 14 grants2021 13 grants2022 14 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $105K (2023) to $1.8M (2024). In 2024 it made 8 grants totaling $1.8M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Charles Schwab DAF: $1.7MCharles Schwab DAF$1.7MFamilies Set Free: $58KFamilies Set Free$58KHope Leadership Academy: $16K across 2 grantsHope Leadership Academy$16K · 2 grantsYoung Life: $5KYoung Life$5KAntioch Fort Worth: $585Antioch Fort Worth$585Isabella Avalos: $500Isabella Avalos$500LLC Foundation: $40LLC Foundation$40

The largest 2024 recipient was Charles Schwab DAF ($1.7M). Together the top 7 received $1.8M.

Grant Size Distribution

56 grants across all recorded years

54<$50K1$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 54 grants of 56 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Charles Schwab DAF Carlsbad, CACharitable Purposes$1,696,864
Families Set Free Claymont, DEProgram Support$57,667
Hope Leadership Academy San Diego, CABriscoe Family Rent$15,000
Young Life Colorado Springs, COProgram Support$5,000
Hope Leadership Academy San Diego, CAFlood Relief$1,000
Antioch Fort Worth Fort Worth, TXProgram Support$585
Isabella Avalos San Diego, CAProgram Support$500
LLC Foundation Carlsbad, CAProgram Support$40

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$1,593,384$1,601,863
Revenue$291,822$131,341$65,584
Expenses$1,787,025$120,474$188,794
Qualifying Distributions$1,776,656$105,160$179,000
Net Investment Income$27,932$125,223$58,792
Distributable Amount$35,268$82,229$90,052

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

David and Julie Hnatek Family Foundation is led by Julie Hnatek, President & CFO since 2022 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Julie Hnatek

    President & CFO

    President, CEO & Director → President & CFO, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • David Hnatek

    Secretary & Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about David and Julie Hnatek Family Foundation

How much does David and Julie Hnatek Family Foundation give each year?

David and Julie Hnatek Family Foundation gave $1.8M across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $105K across 14 grants.

What is David and Julie Hnatek Family Foundation's typical grant size?

David and Julie Hnatek Family Foundation's median grant in 2024 was $3,000, and its average grant was $222,082, across 8 grants on its 2024 IRS Form 990-PF.

Where does David and Julie Hnatek Family Foundation give grants?

David and Julie Hnatek Family Foundation gives mostly in California: 96% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Diego, CA (3 grants) and Carlsbad, CA (2 grants).

Does David and Julie Hnatek Family Foundation give general operating support?

Not in 2024: none of the 8 grants with a stated purpose on David and Julie Hnatek Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).

Who are David and Julie Hnatek Family Foundation's largest grantees?

David and Julie Hnatek Family Foundation's largest 2024 grantees include Charles Schwab DAF ($1,696,864), Families Set Free ($57,667) and Hope Leadership Academy ($16,000 across 2 grants), according to its 2024 IRS Form 990-PF.

How much is David and Julie Hnatek Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Julie Hnatek Family Foundation reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is David and Julie Hnatek Family Foundation's EIN?

David and Julie Hnatek Family Foundation's EIN (Employer Identification Number) is 83-2068875. IRS Form 990 filing data is available on this page for 2020–2024.

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

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