Hoag Family Charitable Fdn
Hoag Family Charitable Fdn is a private foundation based in Dallas, Texas. It gave $461,000 in grants to 23 organizations in filing year 2025; the listed grants include support for humanitarian, religious, animal-welfare, and other organizations.
Key facts about Hoag Family Charitable Fdn
In short: Hoag Family Charitable Fdn gave $461K across 23 grants in 2025 (avg $20K), top state Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 20-4058314
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $461,000
- Grants made (2025)
- 23
- Average grant
- $20,043
- Median grant
- $5,000
- Total assets
- $3,347,077
- Primary geography
- Connecticut (32% of itemized 2025 grant dollars)
- How to apply
- The filing names Bank of America, Amy Lynch, as the contact. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.3M
-0.3% YoY
Annual Giving
$461K
-38.0% YoY
Grant Count
23
-4.2% YoY
Avg Grant Size
$20K
-35.3% YoY
Under IRS private-foundation payout rules, Hoag Family Charitable Fdn reported a distributable amount of $236K for 2025 — the minimum it must pay out in qualifying distributions.
How Hoag Family Charitable Fdn gives
- 78% of 2025 grantees were also funded in 2024. Method
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 201% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied missions. For example, Lion of Judah Ministries says it supports educational work among disadvantaged children and orphans in Tanzania, while Connecticut Humane Society describes its work in companion-animal welfare. Guiding Eyes for the Blind says it provides guide dogs to people with vision loss, and Connecticut Foodshare describes its mission as responding to hunger through community partners, volunteers, and supporters.
Grantmaking
In filing year 2025, the foundation made 23 grants totaling $461,000. Grants ranged from $1,000 to $100,000, with a median of $5,000. The largest grants included $100,000 each to CARE and Lion of Judah Ministries; $88,000 to Sherman Church; $50,000 to UNICEF USA; and $35,000 to The Salvation Army. The listed grants describe their purposes as unrestricted general support.
How to Apply
The filing names Bank of America, Amy Lynch, as the contact. It lists no application form or materials, no deadlines, and no restrictions on awards. The filing states that the foundation does not restrict giving to preselected organizations.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports grant-dollar shares of 32% to Connecticut, 22% to Georgia, 22% to Florida, 20% to New York, and 2% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $308K (2023) to $917K (2022). In 2025 it made 23 grants totaling $461K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Care ($100K). Together the top 10 received $426K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 55 grants of 70 (79%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Care Atlanta, GA | Unrestricted General | $100,000 |
| Lion of Judah Ministries Penney Farms, FL | Unrestricted General | $100,000 |
| Sherman Church Sherman, CT | Unrestricted General | $88,000 |
| UNICEF USA New York, NY | Unrestricted General | $50,000 |
| The Salvation Army West Nyack, NY | Unrestricted General | $35,000 |
| Connecticut Humane Society Newington, CT | Unrestricted General | $13,000 |
| Goodwill Industries of West & North CT North Hampton, MA | Unrestricted General | $10,000 |
| Sherman Volunteer Fire Dept Sherman, CT | Unrestricted General | $10,000 |
| Sherman Higher Education Fund Sherman, CT | Unrestricted General | $10,000 |
| My Stuff Bags Westlake Village, CA | Unrestricted General | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $3,347,077 | $498,405 | $512,032 | $461,000 (23 grants) |
| 2024 | $3,358,017 | $217,958 | $786,930 | $743,500 (24 grants) |
| 2023 | $3,901,901 | $280,725 | $346,434 | $307,500 (21 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,347,077 | $3,358,017 | $3,901,901 |
| Revenue | $498,405 | $217,958 | $280,725 |
| Expenses | $512,032 | $786,930 | $346,434 |
| Qualifying Distributions | $475,625 | $758,095 | $320,603 |
| Net Investment Income | $468,076 | $183,702 | $233,565 |
| Distributable Amount | $236,487 | $246,916 | $228,926 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Added Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Hoag Family Charitable Fdn's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$54K (2020) → $37K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to Bank of America (Trustee).
Contact
Application contact: Bank Of America Amy Lynch
Mailing address: 101 East River Dr, East Hartford, CT 06108
Phone: (860) 244-4870
Frequently asked questions about Hoag Family Charitable Fdn
How much does Hoag Family Charitable Fdn give each year?
Hoag Family Charitable Fdn gave $461K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $744K across 24 grants.
What is Hoag Family Charitable Fdn's typical grant size?
Hoag Family Charitable Fdn's median grant in 2025 was $5,000, and its average grant was $20,043, across 23 grants on its 2025 IRS Form 990-PF.
Where does Hoag Family Charitable Fdn give grants?
Hoag Family Charitable Fdn's top state is Connecticut, with 32% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (22%) and Florida (22%). The most frequent recipient cities were Newtown, CT (7 grants) and Sherman, CT (3 grants).
Does Hoag Family Charitable Fdn give general operating support?
Yes: 100% of Hoag Family Charitable Fdn's 2025 grants with a stated purpose (23 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hoag Family Charitable Fdn's largest grantees?
Hoag Family Charitable Fdn's largest 2025 grantees include Care ($100,000), Lion of Judah Ministries ($100,000) and Sherman Church ($88,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.
How large is Hoag Family Charitable Fdn?
Hoag Family Charitable Fdn reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $476K in qualifying distributions that year, against a required minimum of $236K (roughly 5% of its investment assets).
What does Hoag Family Charitable Fdn fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Hoag Family Charitable Fdn?
The filing names Bank of America, Amy Lynch, as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hoag Family Charitable Fdn's EIN?
Hoag Family Charitable Fdn's EIN (Employer Identification Number) is 20-4058314. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Hoag Family Charitable Fdn by hand.
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