The Barry L Hoeven Charitable Trust
The Barry L Hoeven Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+123.3% YoY
Annual Giving
$200K
+0.0% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$22K
-11.1% YoY
About The Barry L Hoeven Charitable Trust
Based on IRS filings
The Barry L Hoeven Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,451,406 | $1,098,016 | $1,068,347 |
| Revenue | $1,900,664 | $353,772 | $333,548 |
| Expenses | $334,656 | $381,863 | $319,479 |
| Qualifying Distributions | $200,000 | $200,000 | $150,000 |
| Net Investment Income | $1,455,219 | $13,148 | $9,127 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Usc Marshall School of Business ($100,000), Orange County Museum of Art ($35,000), Alzheimers Orange County ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WELLS OF LIFE IRVINE, CA | WATER DRILLING PROJECT IN UGANDA, AFRICA | $5,000 |
| 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 |
| ORANGE COUNTY MUSEUM OF ART SANTA ANA, CA | GENERAL FUND | $35,000 |
| KURE IT CANCER RESEARCH NEWPORT BEACH, CA | CANCER RESEARCH | $5,000 |
| ILLUMINATION FOUNDATION ORANGE, CA | GENERAL FUNDING DONATION | $10,000 |
| USC MARSHALL SCHOOL OF BUSINESS LOS ANGELES, CA | ENDOWMENT FUND AND GENERAL FUND | $100,000 |
| CASA OC ORANGE, CA | COURT APPOINTED SPECIAL ADVOCATES GENERAL FUND | $5,000 |
| CITY OF HOPE IRVINE, CA | GENERAL FUND | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DREW C HOEVEN | Trustee | 1 | — |
| ALISON B HAHN | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Barry L Hoeven Charitable Trust?
The Barry L Hoeven Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $2.5M in total assets as of 2024.
How large is The Barry L Hoeven Charitable Trust?
As of 2024, The Barry L Hoeven Charitable Trust holds $2.5M in total assets with $1.9M in annual revenue. It awarded 9 grants totaling $200K in 2024.
Where does The Barry L Hoeven Charitable Trust operate?
The Barry L Hoeven Charitable Trust has awarded grants in California, Indiana, Missouri, New York.
What size grants does The Barry L Hoeven Charitable Trust award?
In 2024, The Barry L Hoeven Charitable Trust awarded 9 grants totaling $200K — an average of about $22K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in The Barry L Hoeven Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.