Hattie Givens Testamentary Trust

Private foundation · Grantmaker Merced, CA EIN: 94-6430302
Arts and cultureEducationPhilanthropy

HATTIE GIVENS TESTAMENTARY TRUST is a private foundation based in Merced, California. Its 2024 filing describes a process for individuals to apply for financial assistance by establishing financial need and purpose, with assistance required to comply with IRC 501(c)(3).

Key facts about Hattie Givens Testamentary Trust

EIN
94-6430302
Latest 990 filing
Form 990-PF, 2024
Total assets
$1,032,236
How to apply
The 2024 filing says applicants must use an individual application form and establish financial need and purpose. Full details ↓
Deadline
The 2024 filing states that applications are accepted at any time.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+15.3% YoY

Revenue

$155K

-304.4% YoY

Net Investment Income

$155K

+986.6% YoY

Expenses

$18K

-76.3% YoY

Under IRS private-foundation payout rules, Hattie Givens Testamentary Trust reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

Is Hattie Givens Testamentary Trust open to new grantees?

0%

first-time grantees, 2023

In 2023, 0 of 16 grantees (0%) were first-time recipients. How we count

  • 100% of 2023 grantees were also funded in 2022. Method
  • Giving held roughly steady from 2020 to 2023 (−18%). Method
  • In 2023 it paid out 125% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

The trust reported grants totaling $59,000 across 16 grants in 2023, and $62,500 across 17 grants in 2022. Those totals work out to average grants of about $3,688 in 2023 and $3,676 in 2022. The 2024 filing reports no grants.

Average Grant

s of about $3,688 in 2023 and $3,676 in 2022. The 2024 filing reports no grants.

Review Cycle

The 2024 filing states that applications are accepted at any time.

Your AI grants department

Ready to take the next step with Hattie Givens Testamentary Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

MercedChowchillaFresnoSacramentoDos PalosSan Francisco

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K31 grants2020 24 grants2021 17 grants2022 16 grants2023 0 grants2024

From 2020 to 2023, annual grant giving ranged from $59K (2023) to $72K (2020). In 2023 it made 16 grants totaling $59K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

88 grants across all recorded years

88<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 88 grants of 88 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants reported
2024 $1,032,236 $155,064 $17,925 0
2023 $895,097 −$75,860 $75,622 $59,000 across 16 grants
2022 $1,046,579 −$297,898 $82,997 $62,500 across 17 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,032,236$895,097$1,046,579
Revenue$155,064$-75,860$-297,898
Expenses$17,925$75,622$82,997
Qualifying Distributions—$59,000$62,500
Net Investment Income$155,064$14,271$19,578
Distributable Amount$44,191$47,288$58,405

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

Leadership team and compensation from IRS filings

The 2024 filing lists these directors: Isador Ortega, Kevin Sanchez, Wes Monier, Steve Disolvo, Rickey Wallace, and James Bradley.

Hattie Givens Testamentary Trust's 2024 filing lists 6 officers; none of the 6 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Isador Ortega

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Steve Disolvo

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Wes Monier

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • James Bradley

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Kevin Sanchez

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Rickey Wallace

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

Former officers (3)
  • Former: Kraig Stockard (2020–2023) — Director
  • Former: Larry Smith (2020–2023) — Director
  • Former: Patrick Von Merveldt (2020–2023) — Director

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.

Contact

Application contact: Board Of Trustees Hattie Givens Tru
Mailing address: 478 E Yosemite Ave Suite A, Merced, CA 95340
Phone: (209) 722-7429

Frequently asked questions about Hattie Givens Testamentary Trust

How large is Hattie Givens Testamentary Trust?

Hattie Givens Testamentary Trust reported $1.0M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $155K.

How do I apply for a grant from Hattie Givens Testamentary Trust?

The 2024 filing says applicants must use an individual application form and establish financial need and purpose. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Hattie Givens Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hattie Givens Testamentary Trust reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hattie Givens Testamentary Trust's EIN?

Hattie Givens Testamentary Trust's EIN (Employer Identification Number) is 94-6430302. 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. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching Hattie Givens Testamentary Trust by hand.

Explore Open Grants

Browse active grant opportunities in Hattie Givens Testamentary Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Schwartzberg Foundation Inc

Haddonfield, NJ

Human Services

Assets

$21K

Grants

19

Total Given

$14K

The Bakermerine Family Foundation Inc

Bethesda, MD

The foundation supports a range of charitable organizations, with 2024 grants typically around $750 (median), ranging from $100 to $4,020. Its giving was concentrated in Washington, D.C., Maryland, Virginia, New York, and New Jersey. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$1.5M

Grants

47

Total Given

$51K

Lilly Endowment Inc

Indianapolis, IN

Lilly Endowment funds community development, education and youth, and religion, with a national reach—especially in religion—and a particular commitment to Indianapolis and Indiana. Its 2025 grants had a median of $100,000, though awards ranged widely; the profile does not state whether it accepts unsolicited requests.

Assets

$105.9B

Grants

2,285

Total Given

$3.9B

Pella Rolscreen Foundation

Pella, IA

The Pella Rolscreen Foundation supports charitable organizations working in education and community betterment, including civic, cultural, social, and physical-environment programs in communities where Pella Corporation employees live. Large grants generally range from $10,000 to $50,000 and typically cover no more than 25% of project costs; its 2024 grants had a median of $1,029. It accepts unsolicited requests from eligible 501(c)(3) nonprofits and government entities in communities where Pella has manufacturing plants.

Assets

$22.4M

Grants

433

Total Given

$1.9M

Dian Graves Owen Foundation

Abilene, TX

The Dian Graves Owen Foundation supports education, arts, community projects, youth sports, and cultural and environmental organizations, primarily in Texas, with some grants to other states. In 2024 it awarded $24.1 million across 202 grants; the median grant was $20,000, and awards ranged from $400 to $4 million. The available information does not say whether it accepts unsolicited requests.

Assets

$194.8M

Grants

202

Total Given

$24.1M

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.

Assets

$1.9M

Grants

41

Total Given

$25.6M

The Victoria Velie Henry Family Foundati

Spring Park, MN

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

35

Total Given

$25K

Silicon Valley Community Foundation

Mountain View, CA

Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.3B

Grants

3,576

Total Given

$3.2B

California Community Foundation

Los Angeles, CA

The California Community Foundation funds work in education, health, housing, immigration, and other community needs, primarily in Los Angeles County. Its 2025 grants had a median of $50,000, though amounts varied widely; it does not accept unsolicited funding requests.

Assets

$2.3B

Grants

2,174

Total Given

$326.6M

The William & Flora Hewlett Foundation

Menlo Park, CA

The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, gender equity, governance, democracy, and philanthropy, with work in the San Francisco Bay Area, the U.S. West, nationally, and internationally. Its 2024 grants had a median of $150,000, though awards ranged from $50 to more than $11 million; it often provides long-term general operating support. It generally does not accept unsolicited requests, except through invited open processes.

Philanthropy, Voluntarism & Grantmaking

Assets

$14.2B

Grants

2,001

Total Given

$625.0M

Marin Community Foundation

Novato, CA

Marin Community Foundation funds equity-focused work, including affordable housing, homelessness, community resilience and power, and arts; its Buck Family Fund supports organizations serving Marin County, including those based elsewhere. Its 2025 grants had a median of $25,000 and ranged from $5,050 to $10 million; the profile does not state whether it accepts unsolicited requests.

Assets

$1.3B

Grants

1,573

Total Given

$186.1M

Direct Relief

Santa Barbara, CA

Direct Relief funds community health centers, free and charitable clinics, educational institutions, and other organizations addressing health inequities, and provides medical supplies for healthcare facilities serving underserved communities and people affected by emergencies. Its 2025 grants ranged from $5,500 to $4.34 million, with a median of $100,000, supporting work across the U.S. and more than 80 countries. The available information does not state whether it accepts unsolicited grant requests.

International, Foreign Affairs & National Security

Assets

$1.3B

Grants

1,367

Total Given

$337.4M

More Funders in California

Hattie Givens Testamentary Trust down — hundreds of funders to go?

Want AI to do this for you?