Hattie Givens Testamentary Trust
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).
Hattie Givens Testamentary Trust at a glance
- Total assets
- $1,032,236
- +15.3% vs 2023
- Revenue (2024)
- $155,064
- -304.4% vs 2023
- Net investment income (2024)
- $155,064
- +986.6% vs 2023
- Expenses (2024)
- $17,925
- -76.3% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hattie Givens Testamentary Trust
- How to Apply
-
The 2024 filing says applicants must use an individual application form and establish financial need and purpose. Assistance must comply with IRC 501(c)(3).
- Review Cycle
- The 2024 filing states that applications are accepted at any time.
- Deadline
- The 2024 filing states that applications are accepted at any time.
- Contact
Application contact: Board Of Trustees Hattie Givens Tru
Mailing address: 478 E Yosemite Ave Suite A, Merced, CA 95340
Phone: (209) 722-7429
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hattie Givens Testamentary Trust funds
How this funder distributes its grants
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 88 grants of 88 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $59K (2023) to $72K (2020). In 2023 it made 16 grants totaling $59K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yosemite Lodge 99 Scholarship Fund Merced, CA | Scholarship | $28,000 |
| Job's Daughters Merced, CA | RENT | $12,000 |
| Shriners Hospital of Sacramento Sacramento, CA | Operating Fund | $3,000 |
| Calif Masonic Foundation Merced, CA | Operating Funds | $2,000 |
| Fresno Scottish Rite Fresno, CA | Operating Fund | $2,000 |
| Masonic Home Endowment Fund Merced, CA | Operating Fund | $2,000 |
| Merced County Food Bank Merced, CA | Operating Funds | $2,000 |
| CASA - Merced County Merced, CA | Operating Funds | $1,200 |
| Boys & Girls Club of America Merced, CA | Youth Programs | $1,000 |
| Friends of the Library Merced, CA | Purchase Childrens Books | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,032,236 | $155,064 | $17,925 | — | — | — | $155,064 | $44,191 |
| 2023 | $895,097 | $-75,860 | $75,622 | $59,000 | 16 | $59,000 | $14,271 | $47,288 |
| 2022 | $1,046,579 | $-297,898 | $82,997 | $62,500 | 17 | $62,500 | $19,578 | $58,405 |
| 2021 | $1,427,474 | $110,015 | $95,831 | $71,464 | 24 | $71,464 | $108,382 | $67,452 |
| 2020 | $1,413,290 | $139,605 | $87,448 | $71,876 | 31 | — | $139,605 | $66,464 |
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.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Hattie Givens Testamentary Trust funds
Education Open opportunities, soonest deadline first.
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Browse active grant opportunities in Hattie Givens Testamentary Trust's focus areas in our free grants database
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Figures come from Hattie Givens Testamentary Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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