Hoche-scofield Foundation-equity
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.3M
+3.6% YoY
Annual Giving
$827K
+20.3% YoY
Grant Count
34
-20.9% YoY
Avg Grant Size
$24K
+52.1% YoY
Under IRS private-foundation payout rules, Hoche-scofield Foundation-equity reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving priorities focus primarily on:
- Education
- Community and social services
- Philanthropy, voluntarism, and grantmaking
- Human services
Grantmaking
Ready to take the next step with Hoche-scofield Foundation-equity?
Geographic Focus
Where this funder awards grants
The foundation gives primarily in Worcester, Massachusetts, with additional focus on Massachusetts generally.
Grant Distribution by State
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,272,375 | $17,637,853 | $17,854,317 |
| Revenue | $1,579,221 | $599,903 | $541,234 |
| Expenses | $1,001,474 | $841,049 | $1,015,606 |
| Qualifying Distributions | $890,220 | $739,137 | $912,063 |
| Net Investment Income | $1,486,393 | $467,451 | $577,370 |
| Distributable Amount | $1,105,097 | $994,944 | $1,002,168 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Worcester Art Museum ($101,645), Trustees of Clark University ($85,821), Worcester Polytechnic Institute ($85,821).
| Recipient | Purpose | Amount |
|---|---|---|
| WORCESTER ART MUSEUM WORCESTER, MA | UNRESTRICTED GENERAL | $101,645 |
| UMASS MEMORIAL HEALTHCARE WORCESTER, MA | UNRESTRICTED GENERAL | $50,000 |
| VNA CARE NETWORK INC WORCESTER, MA | UNRESTRICTED GENERAL | $5,000 |
| DIOCESE OF WORCESTER - CATHOLIC CHARITY WORCESTER, MA | UNRESTRICTED GENERAL | $10,000 |
| UNITED WAY OF CENTRAL MASSACHUSETTS WORCESTER, MA | UNRESTRICTED GENERAL | $50,000 |
| JEWISH FEDERATION CENTRAL MASSACHUSETTS WORCESTER, MA | FBO RACHEL'S TABLE | $10,000 |
| BOYS & GIRLS CLUB OF WORCESTER WORCESTER, MA | UNRESTRICTED GENERAL | $20,000 |
| WORCESTER NATURAL HISTORY MUSEUM WORCESTER, MA | UNRESTRICTED GENERAL | $50,000 |
| WORCESTER HISTORICAL MUSEUM WORCESTER, MA | UNRESTRICTED GENERAL | $10,000 |
| YMCA OF CENTRAL MASSACHUSETTS WORCESTER, MA | UNRESTRICTED GENERAL | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $111,067 |
| SUMNER TILTON | CO-TRUSTEE | 1 | $9,634 |
| WARNER S FLETCHER | CO-TRUSTEE | 1 | $9,634 |
| SARAH GARFIELD BERRY | CO-TRUSTEE | 1 | $9,634 |
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 2024, Hoche-scofield Foundation-equity awarded 34 grants totaling $827K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Hoche-scofield Foundation-equity required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hoche-scofield Foundation-equity reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hoche-scofield Foundation-equity's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Hoche-scofield Foundation-equity on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Hoche-scofield Foundation-equity to a real strategy.