Hoche-Scofield Foundation-Equity
Hoche-Scofield Foundation-Equity is a private foundation based in Dallas, Texas. Its 2025 filing states that awards are restricted to tax-exempt organizations in Worcester County, Massachusetts; its listed 2025 grants went to Massachusetts recipients.
Hoche-Scofield Foundation-Equity at a glance
In short: Hoche-Scofield Foundation-Equity gave $1.0M across 48 grants in 2025 (avg $22K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,032,995
- +24.9% vs 2024
- Grants made (2025)
- 48
- +41.2% vs 2024
- Average grant
- $21,521
- -11.5% vs 2024
- Median grant
- $10,000
- Total assets
- $21,499,065
- +17.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Hoche-Scofield Foundation-Equity
- How to Apply
-
An application is available from the foundation along with required information. The filing lists application deadlines four times a year and restricts awards to tax-exempt organizations in Worcester County.
- Review Cycle
- Four times a year.
- Deadline
- Four times a year.
- Contact
Application contact: Emma Greene
Mailing address: 225 Franklin St, Boston, MA 02110
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hoche-Scofield Foundation-Equity funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Worcester Art Museum ($104K). Together the top 10 received $652K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 108 grants of 127 (85%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Massachusetts. The filing states that awards are restricted to tax-exempt organizations in Worcester County.
Grant Distribution by State
Share of 2025 grant dollars across all 48 itemized grants.
Cities
How Hoche-Scofield Foundation-Equity gives
- 46% of 2025 grantees were also funded in 2024. Method
- Giving grew 20% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $688K (2023) to $1.0M (2025). In 2025 it made 48 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Worcester Art Museum Worcester, MA | Unrestricted General | $103,599 |
| Umass Memorial Healthcare Worcester, MA | Unrestricted General | $103,599 |
| Trustees of Clark University Worcester, MA | The Clark Fund | $103,599 |
| Worcester Polytechnic Institute Worcester, MA | Unrestricted General | $103,599 |
| Music Worcester Inc Worcester, MA | Unrestricted General | $103,599 |
| United Way of Central Massachusetts Worcester, MA | Unrestricted General | $30,000 |
| Hanover Theatre for the Performing Arts Worcester, MA | Unrestricted General | $29,000 |
| Worcester County Mechanics Association Worcester, MA | Unrestricted General | $25,000 |
| Worcester Jewish Community Center Worcester, MA | Unrestricted General | $25,000 |
| CASA Project Inc Worcester, MA | Unrestricted General | $25,000 |
Ready to take the next step with Hoche-Scofield Foundation-Equity?
Financial History
Multi-year comparison from IRS filings
The filing type is Form 990-PF (a private foundation).
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,499,065 | $4,495,563 | $1,295,520 | $1,032,995 | 48 | $1,097,067 | $4,423,119 | $1,127,362 |
| 2024 | $18,272,375 | $1,579,221 | $1,001,474 | $827,108 | 34 | $890,220 | $1,486,393 | $1,105,097 |
| 2023 | $17,637,853 | $599,903 | $841,049 | $687,588 | 43 | $739,137 | $467,451 | $994,944 |
| 2022 | $17,854,317 | $541,234 | $1,015,606 | $858,722 | 1 | $912,063 | $577,370 | $1,002,168 |
| 2021 | $18,338,022 | $1,149,286 | $1,017,570 | $837,097 | 1 | $894,237 | $1,320,399 | $1,132,947 |
| 2020 | $18,195,661 | $2,004,071 | $1,002,720 | $855,687 | 1 | — | $1,849,509 | $908,346 |
Under IRS private-foundation payout rules, Hoche-Scofield Foundation-Equity reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 recipients illustrate the range of organizations it supports. For example, Worcester Art Museum describes its mission as connecting people, communities, and cultures through art; Clark University says it educates students and advances knowledge through scholarship; and Music Worcester says it brings musical experiences to audiences through performances and educational programs. CASA Project says it supports court-appointed volunteer advocates for children in foster care, while Worcester Jewish Community Center describes providing educational, health, wellness, social, and recreational programs to the Greater Worcester community.
Grantmaking
In 2025, the foundation made 48 grants totaling $1,032,995. Grants ranged from $2,000 to $103,599, with a median of $10,000. Five recipients received $103,599 each: Worcester Art Museum, UMass Memorial Healthcare, Trustees of Clark University, Worcester Polytechnic Institute, and Music Worcester. Other listed awards included $30,000 to United Way of Central Massachusetts and $25,000 each to Worcester County Mechanics Association, Worcester Jewish Community Center, and CASA Project.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee, and Sumner Tilton, Warner S. Fletcher, and Sarah Garfield Berry as co-trustees.
Hoche-Scofield Foundation-Equity's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$90K (2020) → $120K (2025)
Sarah Garfield Berry
Co-Trustee
On filings since 2020
1 hr/week
$8K (2020) → $10K (2025)
Sumner Tilton
Co-Trustee
On filings since 2020
1 hr/week
$8K (2020) → $10K (2025)
Warner S. Fletcher
Co-Trustee
On filings since 2020
1 hr/week
$8K (2020) → $10K (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 $120K, to Bank of America (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Hoche-Scofield Foundation-Equity
How much does Hoche-Scofield Foundation-Equity give each year?
Hoche-Scofield Foundation-Equity gave $1.0M across 48 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $827K across 34 grants.
What is Hoche-Scofield Foundation-Equity's typical grant size?
Hoche-Scofield Foundation-Equity's median grant in 2025 was $10,000, and its average grant was $21,521, across 48 grants on its 2025 IRS Form 990-PF.
Where does Hoche-Scofield Foundation-Equity give grants?
Hoche-Scofield Foundation-Equity gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Worcester, MA (40 grants).
Does Hoche-Scofield Foundation-Equity give general operating support?
Yes: 96% of Hoche-Scofield Foundation-Equity's 2025 grants with a stated purpose (46 of 48) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hoche-Scofield Foundation-Equity's largest grantees?
Hoche-Scofield Foundation-Equity's largest 2025 grantees include Worcester Art Museum ($103,599), Umass Memorial Healthcare ($103,599) and Trustees of Clark University ($103,599), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Hoche-Scofield Foundation-Equity?
Hoche-Scofield Foundation-Equity reported $21.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Hoche-Scofield Foundation-Equity fund?
No mission statement for the foundation is provided. Its 2025 recipients illustrate the range of organizations it supports. See mission & focus areas ↑
How do I apply for a grant from Hoche-Scofield Foundation-Equity?
An application is available from the foundation along with required information. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hoche-Scofield Foundation-Equity's EIN?
Hoche-Scofield Foundation-Equity's EIN (Employer Identification Number) is 22-2519554. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
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Cite this profile
Grantable. (2026). Hoche-Scofield Foundation-Equity funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/hoche-scofield-foundation-equity-morg_6de3d02f05454b0aa79b759b57e3f13b
BibTeX
@misc{grantable_222519554_2026,
author = {{Grantable}},
title = {{Hoche-Scofield Foundation-Equity funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hoche-scofield-foundation-equity-morg_6de3d02f05454b0aa79b759b57e3f13b},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hoche-Scofield Foundation-Equity'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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