The Barry L Hoeven Charitable Trust
The Barry L Hoeven Charitable Trust is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 9 grants totaling $200K. Net investment income was $1.5M.
The Barry L Hoeven Charitable Trust at a glance
In short: The Barry L Hoeven Charitable Trust gave $200K across 9 grants in 2024 (avg $22K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $200,000
- +0.0% vs 2023
- Grants made (2024)
- 9
- +12.5% vs 2023
- Average grant
- $22,222
- -11.1% vs 2023
- Median grant
- $10,000
- Total assets
- $2,451,406
- +123.3% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Barry L Hoeven Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was USC Marshall School of Business ($100K). Together the top 9 received $200K.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 49 grants of 52 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How The Barry L Hoeven Charitable Trust gives
- Giving grew 33% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $150K (2020) to $200K (2024). In 2024 it made 9 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USC Marshall School of Business Los Angeles, CA | Endowment Fund and General Fund | $100,000 |
| Orange County Museum of Art Santa Ana, CA | General Fund | $35,000 |
| Alzheimers Orange County Irvine, CA | Research for a Cure and Assistance for Patients | $25,000 |
| Family Assistance Ministries San Clemente, CA | Hunger Walk | $10,000 |
| Illumination Foundation Orange, CA | General Funding Donation | $10,000 |
| Wells of Life Irvine, CA | Water Drilling Project in Uganda, Africa | $5,000 |
| Kure It Cancer Research Newport Beach, CA | Cancer Research | $5,000 |
| CASA Oc Orange, CA | Court Appointed Special Advocates General Fund | $5,000 |
| City of Hope Irvine, CA | General Fund | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $2,451,406 | $1,900,664 | $334,656 | $200,000 | 9 | $200,000 | $1,455,219 |
| 2023 | $1,098,016 | $353,772 | $381,863 | $200,000 | 8 | $200,000 | $13,148 |
| 2022 | $1,068,347 | $333,548 | $319,479 | $150,000 | 11 | $150,000 | $9,127 |
| 2021 | $1,122,315 | $274,466 | $270,241 | $150,000 | 13 | $150,000 | $14,265 |
| 2020 | $1,110,034 | $91,595 | $218,829 | $150,000 | 11 | — | — |
Leadership & Key People
Officers and directors from IRS filings
The Barry L Hoeven Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alison B. Hahn
Trustee
On filings since 2020
1 hr/week
No compensation reported
Drew C. Hoeven
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Barry L Hoeven Charitable Trust
How much does The Barry L Hoeven Charitable Trust give each year?
The Barry L Hoeven Charitable Trust gave $200K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $200K across 8 grants.
What is The Barry L Hoeven Charitable Trust's typical grant size?
The Barry L Hoeven Charitable Trust's median grant in 2024 was $10,000, and its average grant was $22,222, across 9 grants on its 2024 IRS Form 990-PF.
Where does The Barry L Hoeven Charitable Trust give grants?
The Barry L Hoeven Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Irvine, CA (3 grants) and Orange, CA (2 grants).
Does The Barry L Hoeven Charitable Trust give general operating support?
Yes: 56% of The Barry L Hoeven Charitable Trust's 2024 grants with a stated purpose (5 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Barry L Hoeven Charitable Trust's largest grantees?
The Barry L Hoeven Charitable Trust's largest 2024 grantees include USC Marshall School of Business ($100,000), Orange County Museum of Art ($35,000) and Alzheimers Orange County ($25,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is The Barry L Hoeven Charitable Trust?
The Barry L Hoeven Charitable Trust reported $2.5M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1.9M.
What is The Barry L Hoeven Charitable Trust's EIN?
The Barry L Hoeven Charitable Trust's EIN (Employer Identification Number) is 81-5470365. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Barry L Hoeven Charitable Trust funds
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