Hoag Family Charitable Fdn

DALLAS, TX EIN: 20-4058314

Hoag Family Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 24 grants totaling $744K. Net investment income was $184K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.4M

Annual Giving

$744K

Grant Count

24

Avg Grant Size

$31K

Under IRS private-foundation payout rules, Hoag Family Charitable Fdn reported a distributable amount of $247K for 2024 — the minimum it must pay out in qualifying distributions.

About Hoag Family Charitable Fdn

Based on IRS filings

Hoag Family Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 24 grants totaling $744K. Net investment income was $184K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AtlantaBooneDallasLaramieNew YorkNewingtonNewtownNorth HamptonOxfordPenney FarmsProvidenceShermanWallingfordWashingtonWest NyackWestlake VillageYorktown Heights

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$466K$931K$1M$2M2020202120222024
Metric202420222021
Total Assets$3,358,017$3,991,174$4,141,288
Revenue$217,958$885,547$1,693,020
Expenses$786,930$1,037,845$689,249
Qualifying Distributions$758,095$938,131$628,827
Net Investment Income$183,702$847,120$1,638,400
Distributable Amount$246,916$232,671$305,396

Giving Over Time

Total grant dollars and number of grants per year

$0$229K$459K$688K$917K1 grants20201 grants20211 grants202224 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AMERICAN RED CROSS$200KCARE$100KSAMARITAN'S PURSE$100KSHERMAN CHURCH$84KUNICEF USA$50KFRIENDS OF SHERMAN SENIO…$50KTHE SALVATION ARMY$35KLION OF JUDAH MINISTRIES$25KSHERMAN LIBRARY ASSOCIAT…$20KCONNECTICUT HUMANE SOCIETY$15K

Grant Size Distribution

27 grants across all recorded years

18<$50K3$50–100K3$100–250K1$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Red Cross ($200,000), Care ($100,000), Samaritan's Purse ($100,000).

RecipientPurposeAmount
GOODWILL INDUSTRIES OF WEST & NORTH CT NORTH HAMPTON, MAUNRESTRICTED GENERAL$10,000
SHERMAN LIBRARY ASSOCIATION SHERMAN, CTUNRESTRICTED GENERAL$20,000
NEWTOWN VOLUNTEER AMBULANCE CORPS NEWTOWN, CTUNRESTRICTED GENERAL$2,000
SHERMAN VOLUNTEER FIRE DEPT SHERMAN, CTUNRESTRICTED GENERAL$10,000
CONNECTICUT FOODSHARE WALLINGFORD, CTUNRESTRICTED GENERAL$5,000
NEWTOWN HISTORICAL SOCIETY NEWTOWN, CTUNRESTRICTED GENERAL$5,000
CONNECTICUT HUMANE SOCIETY NEWINGTON, CTUNRESTRICTED GENERAL$15,000
DODGINGTOWN FIRE DEPT CO NEWTOWN, CTUNRESTRICTED GENERAL$2,000
CARE ATLANTA, GAUNRESTRICTED GENERAL$100,000
UNICEF USA NEW YORK, NYUNRESTRICTED GENERAL$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$36K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$36,489

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Hoag Family Charitable Fdn?

Hoag Family Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $3.4M in total assets as of 2024.

How large is Hoag Family Charitable Fdn?

As of 2024, Hoag Family Charitable Fdn holds $3.4M in total assets with $218K in annual revenue. It awarded 24 grants totaling $744K in 2024.

Where does Hoag Family Charitable Fdn operate?

Hoag Family Charitable Fdn has awarded grants in California, Connecticut, District of Columbia, Florida, Georgia, Massachusetts, North Carolina, New York, Ohio, Rhode Island, Texas, Wyoming.

What size grants does Hoag Family Charitable Fdn award?

In 2024, Hoag Family Charitable Fdn awarded 24 grants totaling $744K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Hoag Family Charitable Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hoag Family Charitable Fdn reported a distributable amount of $247K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Browse active grant opportunities in Hoag Family Charitable Fdn's focus areas in our free grants database

Related Funders

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

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