The Hoak Foundation

DALLAS, TX EIN: 75-2357697

The Hoak Foundation is a private family foundation established in 1990 and based in Dallas, Texas. The foundation operates as a 501(c)(3) tax-exempt organization and has been tax-exempt since July 1992. It functions as a grantmaking foundation with no direct charitable activities of its own.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.5M

+12.7% YoY

Annual Giving

$1.3M

-2.7% YoY

Grant Count

-11.3% YoY

Avg Grant Size

$20K

+9.7% YoY

Under IRS private-foundation payout rules, The Hoak Foundation reported a distributable amount of $546K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation's giving priorities focus primarily on:

Education
Human Services
Philanthropy, Voluntarism & Grantmaking

Grantmaking

The foundation typically selects grantees rather than accepting unsolicited proposals. Grantmaking focuses on preselected charitable organizations.

Grant Range

s:**

Average Grant

$5,000–$8,000

How to Apply

Ready to take the next step with The Hoak Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

Texas
California
Virginia
Connecticut

Grantmaking reaches organizations across 17 states, with Texas, California, and Connecticut accounting for approximately 68% of all grants.

Grant Distribution by State

Texas $900K (75%)

California $119K (10%)

Utah $37K (3%)

Montana $33K (3%)

Virginia $27K (2%)

Hawaii $19K (2%)

District of Columbia $18K (1%)

New York $15K (1%)

+11 more states

States

California Colorado Connecticut District of Columbia Florida Georgia Hawaii Iowa Kansas Louisiana Maine Minnesota Montana North Carolina New York Tennessee Texas Utah Virginia

Cities

AddisonAnnandaleAugustaAustinBozemanBronxvilleCarrolltonCrested ButteDallasDes MoinesFort CollinsHonoluluHoustonJacksonvilleKamuelaKents HillLos AngelesMemphisMontereyNew Haven

Financial History

Multi-year comparison from IRS filings

Assets & Income:

Total assets: $12,485,994 (as of 2024)
Total assets: $11.1 million (as of 2023)
Annual income: $3 million
Total liabilities: $0 (as of 2023)

Revenue & Expenses (2023):

Revenue: $1.42 million
Expenses: $1.38 million

Asset Growth: Total assets have grown from $1.5 million in 2011 to $12.5 million in 2024.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$12,485,994	$11,081,338	$9,688,861
Revenue	$1,482,990	$1,422,861	$2,301,271
Expenses	$1,364,447	$1,380,527	$502,787
Qualifying Distributions	$1,257,090	$1,291,686	$446,048
Net Investment Income	$346,197	$279,164	$758,487
Distributable Amount	$545,988	$483,150	$449,429

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

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Mark's School of Texas ($51,500), Hockaday School ($40,000), The Madeleine Choir School ($26,000).

Recipient	Purpose	Amount
ASPIRE DALLAS, TX	GENERAL FUND	$5,000
BOYS & GIRLS CLUBS OF GREATER DALLAS DALLAS, TX	GENERAL FUND	$1,000
CALMATTERS SACRAMENTO, CA	GENERAL FUND	$500
CHILDREN'S MEDICAL CENTER FOUNDATION DALLAS, TX	PEDIATRIC MENTAL HEALTH INNOVATION CENTER	$1,000
CHURCH IN THE FOREST PEBBLE BEACH, CA	GENERAL FUND	$1,000
COLLEGIATE SCHOOL RICHMOND, VA	GENERAL FUND	$11,000
COMMUNITY PARTNERS OF DALLAS DALLAS, TX	GENERAL FUND	$1,000
DALLAS HOLOCAUST MUSEUM CENTER FOR EDUCATION AND TOLERANCE DALLAS, TX	ANNUAL FUND	$1,000
GEORGE W BUSH PRESIDENTIAL CENTER DALLAS, TX	GENERAL FUND	$1,000
HIGHLAND PARK UNITED METHODIST CHURCH DALLAS, TX	HP STEWARDSHIP, THE GROVE	$5,400

Leadership & Key People

Leadership team and compensation from IRS filings

James M. Hoak – President
Kathleen Hoak Power – Vice President
Nancy J. Hoak – Vice President

The foundation is governed by 4 officers and trustees.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JAMES M HOAK	PRESIDENT/TRUSTEE	1	—
NANCY J HOAK	VICE PRESIDENT/TRUSTEE	1	—
KATHLEEN HOAK POWER	VICE PRESIDENT/TRUSTEE	1	—
KELLY SLAYTON	SECRETARY/TREASURER	1	—

Contact Information

Address: 3963 Maple Avenue, Suite 450, Dallas, TX 75219-3236
Phone: 972-960-4802
Website: www.hoakfoundation.org
EIN: 75-2357697

Frequently Asked Questions

What does The Hoak Foundation fund?

The foundation's giving priorities focus primarily on: • Education • Human Services • Philanthropy, Voluntarism & Grantmaking

How do I apply for a grant from The Hoak Foundation?

**Grant Activity:** • The foundation has made approximately 298 grants totaling $2.5 million across available records • Annual giving has grown from $285,000 in 2020 to $1.3 million in 2023 • Total giving in 2024 was $1,252,720 **Grant Sizes:** • Smallest grant: $250 • Median grant: $2,000–$3,000 • Average grant: $5,000–$8,000 • Largest grant: $70,000 • Typical awards range from $250 to $1,002,000 **Application Process:** The foundation typically selects grantees rather than accepting unsolicit…

Where does The Hoak Foundation make grants?

The foundation primarily funds organizations in: • Texas • California • Virginia • Connecticut Grantmaking reaches organizations across 17 states, with Texas, California, and Connecticut accounting for approximately 68% of all grants.

What size grants does The Hoak Foundation award?

In 2024, The Hoak Foundation awarded 63 grants totaling $1.3M — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is The Hoak Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Hoak Foundation reported a distributable amount of $546K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.