Hoche-Scofield Foundation-Equity

Foundation · Grantmaker Dallas, TX EIN: 22-2519554

Hoche-Scofield Foundation-Equity is a private, independent foundation based in Dallas, Texas. Established in 1983, the foundation operates as a 501(c)(3) tax-exempt organization and maintains its tax-exempt status since June 1985.

Key facts about Hoche-Scofield Foundation-Equity

EIN
22-2519554
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,032,995
Grants made (2025)
48
Average grant
$21,521
Median grant
$10,000
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Hoche-Scofield Foundation-Equity funds

By grant dollars, the top recipient states for Hoche-Scofield Foundation-Equity's 48 itemized 2025 grants were Massachusetts (100%). The most frequent recipient cities were Worcester, MA (40 grants). 96% of grants with a stated purpose were for general or operating support.

How Hoche-Scofield Foundation-Equity gives

  • 46% of 2025 grantees were also funded in 2024. Method
  • Giving grew 20% from 2022 to 2025. Method

Estimate from itemized IRS Form 990-PF grant lists (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Hoche-Scofield Foundation-Equity

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.0M

+24.9% YoY

Grant Count

48

+41.2% YoY

Avg Grant Size

$22K

-11.5% YoY

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

Mission & Focus Areas

The foundation's giving priorities focus primarily on:

  • Education
  • Community and social services
  • Philanthropy, voluntarism, and grantmaking
  • Human services

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation gives primarily in Worcester, Massachusetts, with additional focus on Massachusetts generally.

Grant Distribution by State

4states

Share of all 48 itemized 2025 grant dollars.

Cities

WorcesterNorth GraftonFitchburgBrooklineFranklinPrincetonAtholDallasNorth OxfordShrewsburySpringfieldUxbridge

Financial History

Multi-year comparison from IRS filings

Total Assets: $18,272,375

Total Giving (Most Recent Year): $827,108

Revenue (2023): $599,903

Expenses (2023): $841,000

Total Assets (2023): $17.6 million

Total Liabilities: $0

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$258K$516K$775K$1M1 grants20201 grants20211 grants202243 grants202334 grants202448 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Worcester Art Museum: $104KWorcester Art Museum$104KUmass Memorial Healthcare: $104KUmass Memorial Healthcare$104KTrustees of Clark University: $104KTrustees of Clark University$104KWorcester Polytechnic Institute: $104KWorcester PolytechnicInstitute$104KMusic Worcester Inc: $104KMusic Worcester Inc$104KUnited Way of Central Massachusetts: $30KUnited Way of CentralMassachusetts$30KHanover Theatre for the Performing Arts: $29KHanover Theatre for thePerforming Arts$29KWorcester County Mechanics Association: $25KWorcester County MechanicsAssociation$25KWorcester Jewish Community Center: $25KWorcester Jewish CommunityCenter$25KCASA Project Inc: $25KCASA Project Inc$25K

Grant Size Distribution

127 grants across all recorded years

108<$50K11$50–100K6$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Worcester Art Museum ($103,599), Umass Memorial Healthcare ($103,599), Trustees of Clark University ($103,599).

RecipientPurposeAmount
WORCESTER ART MUSEUM Worcester, MAUNRESTRICTED GENERAL$103,599
UMASS MEMORIAL HEALTHCARE Worcester, MAUNRESTRICTED GENERAL$103,599
TRUSTEES OF CLARK UNIVERSITY Worcester, MATHE CLARK FUND$103,599
WORCESTER POLYTECHNIC INSTITUTE Worcester, MAUNRESTRICTED GENERAL$103,599
MUSIC WORCESTER INC Worcester, MAUNRESTRICTED GENERAL$103,599
UNITED WAY OF CENTRAL MASSACHUSETTS Worcester, MAUNRESTRICTED GENERAL$30,000
HANOVER THEATRE FOR THE PERFORMING ARTS Worcester, MAUNRESTRICTED GENERAL$29,000
WORCESTER COUNTY MECHANICS ASSOCIATION Worcester, MAUNRESTRICTED GENERAL$25,000
WORCESTER JEWISH COMMUNITY CENTER Worcester, MAUNRESTRICTED GENERAL$25,000
CASA PROJECT INC Worcester, MAUNRESTRICTED GENERAL$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $120KBank of AmericaTrustee$120KSumner Tilton — Co-Trustee: $10KSumner TiltonCo-Trustee$10KWarner S Fletcher — Co-Trustee: $10KWarner S FletcherCo-Trustee$10KSarah Garfield Berry — Co-Trustee: $10KSarah Garfield BerryCo-Trustee$10K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$120,332
Sumner TiltonCo-Trustee1$10,262
Warner S FletcherCo-Trustee1$10,262
Sarah Garfield BerryCo-Trustee1$10,262

Frequently Asked Questions

What does Hoche-Scofield Foundation-Equity fund?

The foundation's giving priorities focus primarily on: • Education • Community and social services • Philanthropy, voluntarism, and grantmaking • Human services

How do I apply for a grant from Hoche-Scofield Foundation-Equity?

**Grant Amounts:** Typical awards range from $3,000 to $101,645. **Annual Giving:** The foundation distributed $827,108 in grants based on its most recent filing. **Grant Activity:** As of the most recent data, there are no live grant opportunities currently listed.

Where does Hoche-Scofield Foundation-Equity make grants?

The foundation gives primarily in Worcester, Massachusetts, with additional focus on Massachusetts generally.

What size grants does Hoche-Scofield Foundation-Equity award?

In 2025, Hoche-Scofield Foundation-Equity awarded 48 grants totaling $1.0M — an average of about $22K per grant, based on its IRS Form 990 filings.

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.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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