The Hodgson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 12 grants totaling $120K. Net investment income was $197K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.1M
+1.9% YoY
Annual Giving
$120K
-14.1% YoY
Grant Count
12
-14.3% YoY
Avg Grant Size
$10K
+0.3% YoY
Under IRS private-foundation payout rules, The Hodgson Charitable Trust reported a distributable amount of $204K for 2024 — the minimum it must pay out in qualifying distributions.
About The Hodgson Charitable Trust
Based on IRS filings
The Hodgson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 12 grants totaling $120K. Net investment income was $197K.
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 | $4,119,345 | $4,042,252 | $4,019,134 |
| Revenue | $257,891 | $225,014 | $312,415 |
| Expenses | $180,798 | $201,896 | $224,040 |
| Qualifying Distributions | $120,300 | $140,000 | $155,000 |
| Net Investment Income | $197,393 | $163,118 | $243,375 |
| Distributable Amount | $204,294 | $196,925 | $197,824 |
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
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Highlands Cashiers Health Foundation ($25,000), University of Georgia Foundation ($25,000), Soul Shoppe ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Cahaba Shrine Temple Huntsville, AL | Non-Restricted | $5,000 |
| Central Presbyterian Church Huntsville, AL | Non-Restricted | $5,000 |
| Church Tonight Ministries Sevierille, TN | Non-Restricted | $10,000 |
| EAA Aviation Foundation Oshkosh, WI | Unrestricted | $5,300 |
| Food Depot Santa Fe, NM | Non-Restricted | $5,000 |
| Highlands Cashiers Health Foundation Highlands, NC | Non-Restricted | $25,000 |
| North Alabama Spay Neuter Ass Asso Huntsville, AL | Non-Restricted | $5,000 |
| Scottish Rite of Alabama Birmingham, AL | Non-Restricted | $5,000 |
| Soul Shoppe Oakland, CA | Non-Restricted | $15,000 |
| The Gideons International Nashville, TN | Non-Restricted | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Morton S Hodgson III | Trustee | — | — |
| Lydia A Hodgson | Trustee | — | — |
| Spalding Rooker-Ashley | Trustee | — | — |
| Stewart R Taylor | Trustee | — | — |
| Julie M Wyrick | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Hodgson Charitable Trust?
The Hodgson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. It holds $4.1M in total assets as of 2024.
How large is The Hodgson Charitable Trust?
As of 2024, The Hodgson Charitable Trust holds $4.1M in total assets with $258K in annual revenue. It awarded 12 grants totaling $120K in 2024.
Where does The Hodgson Charitable Trust operate?
The Hodgson Charitable Trust has awarded grants in Alabama, California, Georgia, North Carolina, New Mexico, Tennessee, Wisconsin.
What size grants does The Hodgson Charitable Trust award?
In 2024, The Hodgson Charitable Trust awarded 12 grants totaling $120K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Hodgson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Hodgson Charitable Trust reported a distributable amount of $204K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Hodgson Charitable Trust's EIN?
The Hodgson Charitable Trust's EIN (Employer Identification Number) is 58-6437963. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Hodgson 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.
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