J M Hodges Educational Fund Trust 003679
J M Hodges Educational Fund Trust 003679 is a private foundation, based in Olean, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $403K in total assets. In 2025, it awarded 8 grants totaling $14K. Net investment income was $13K.
Key facts about J M Hodges Educational Fund Trust 003679
In short: J M Hodges Educational Fund Trust 003679 gave $14K across 8 grants in 2025 (avg $2K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6136464
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,000
- Grants made (2025)
- 8
- Average grant
- $1,750
- Median grant
- $1,875
- Total assets
- $402,747
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$403K
+2.6% YoY
Annual Giving
$14K
-31.3% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$2K
-5.5% YoY
Under IRS private-foundation payout rules, J M Hodges Educational Fund Trust 003679 reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
How J M Hodges Educational Fund Trust 003679 gives
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 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 $14K (2021) to $20K (2024). In 2025 it made 8 grants totaling $14K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Ethan Smucinski - O'Brien ($2K). Together the top 8 received $14K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ethan Smucinski - O'Brien Olean, NY | Assistance with Educational | $2,000 |
| Jacob Brink Olean, NY | Assistance with Educational | $2,000 |
| Grace Haynes Olean, NY | Assistance with Educational | $2,000 |
| Lily Todd Olean, NY | Assistance with Educational | $2,000 |
| Trevor Johnston Olean, NY | Assistance with Educational | $1,750 |
| Emily Duncan Olean, NY | Assistance with Educational | $1,750 |
| Jared Morgan Olean, NY | Assistance with Educational | $1,500 |
| Alexa Henderson Olean, NY | Assistance with Educational | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $402,747 | $392,692 | $384,713 |
| Revenue | $29,972 | $34,294 | $26,335 |
| Expenses | $19,899 | $26,111 | $19,585 |
| Qualifying Distributions | $16,597 | $60,130 | $41,525 |
| Net Investment Income | $12,689 | $10,666 | $7,766 |
| Distributable Amount | $19,829 | $41,478 | $18,157 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
J M Hodges Educational Fund Trust 003679's only listed officer is Community Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2023 filing
The latest filing that lists officers: our copy of the 2024–2025 filings list none.
Community Bank NA
Trustee
On filings since 2020
5 hrs/week
$5K (2020) → $5K (2023)
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $5K, to Community Bank NA (Trustee).
Frequently asked questions about J M Hodges Educational Fund Trust 003679
How much does J M Hodges Educational Fund Trust 003679 give each year?
J M Hodges Educational Fund Trust 003679 gave $14K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 11 grants.
What is J M Hodges Educational Fund Trust 003679's typical grant size?
J M Hodges Educational Fund Trust 003679's median grant in 2025 was $1,875, and its average grant was $1,750, across 8 grants on its 2025 IRS Form 990-PF.
Where does J M Hodges Educational Fund Trust 003679 give grants?
J M Hodges Educational Fund Trust 003679 gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Olean, NY (8 grants).
Does J M Hodges Educational Fund Trust 003679 give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on J M Hodges Educational Fund Trust 003679's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assistance with Educational" (8 grants).
Who are J M Hodges Educational Fund Trust 003679's largest grantees?
J M Hodges Educational Fund Trust 003679's largest 2025 grantees include Ethan Smucinski - O'Brien ($2,000), Jacob Brink ($2,000) and Grace Haynes ($2,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is J M Hodges Educational Fund Trust 003679?
J M Hodges Educational Fund Trust 003679 reported $403K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $20K (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 is J M Hodges Educational Fund Trust 003679's EIN?
J M Hodges Educational Fund Trust 003679's EIN (Employer Identification Number) is 16-6136464. 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.
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