WR Hotchkiss Foundation
WR Hotchkiss Foundation is a private foundation focused on Education, based in Cleveland, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $17.3M in total assets. In 2025, it awarded 1 grant totaling $1.5M. Net investment income was $682K.
WR Hotchkiss Foundation at a glance
In short: WR Hotchkiss Foundation gave $1.5M across 1 grant in 2025 (avg $1.5M), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,536,436
- -44.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,536,436
- -44.2% vs 2024
- Median grant
- $1,536,436
- Total assets
- $17,328,589
- -4.9% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who WR Hotchkiss Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Scholarship America ($1.5M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How WR Hotchkiss Foundation gives
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 165% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $1.0M (2021) to $2.8M (2024). In 2025 it made 1 grant totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarship America Saint Peter, MN | Post-Secondary Education Scholarship | $1,536,436 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $17,328,589 | $725,378 | $1,626,437 | $1,536,436 | 1 | $1,569,247 | $682,273 | $952,119 |
| 2024 | $18,229,648 | $5,316,519 | $2,898,629 | $2,755,798 | 1 | $2,786,368 | $5,279,491 | $863,827 |
| 2023 | $15,811,758 | $1,136,659 | $1,269,307 | $1,188,595 | 1 | $1,228,615 | $1,102,467 | $923,278 |
| 2022 | $15,944,406 | $1,482,218 | $1,167,835 | $1,078,696 | 1 | $1,110,251 | $1,444,634 | $1,063,283 |
| 2021 | $15,630,023 | $1,290,226 | $1,113,399 | $1,027,667 | 1 | — | $1,266,586 | $1,020,752 |
Under IRS private-foundation payout rules, WR Hotchkiss Foundation reported a distributable amount of $952K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
WR Hotchkiss Foundation is led by Barry C. McCarthy, President on every filing since 2021; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barry C. McCarthy
President
On filings since 2021
2 hrs/week
No compensation reported
Pete J. Godich
Director
On filings since 2021
No compensation reported
Tracey Engelhardt
Director
On filings since 2022
No compensation reported
Chip Zint
Director
Treasurer → Director, 2025
On filings since 2023
No compensation reported
Jeff Cotter
Director
New on the 2025 filing
No compensation reported
Kelly Moyer
Director
New on the 2025 filing
No compensation reported
Kim Cross
Director
New on the 2025 filing
No compensation reported
Alex Goodwin
Secretary
Director → Secretary, 2022
On filings since 2021
2 hrs/week
No compensation reported
Brad Honey
Treasurer
On filings since 2024
1 hr/week
No compensation reported
Michael Bradford
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (7)
- Former: Andrea Kroska (2021–2024) — Vice President
- Former: Jean Herrick (2023–2024) — Director
- Former: Scott Bomar (2022–2023) — Director
- Former: Timothy Cooper (2022–2023) — Treasurer
- Former: Jane Elliott (2021–2022) — Director
- Former: Keith A. Bush (2021–2022) — Interim Treasurer
- Former: Edward A. Merritt (2021) — Treasurer
Data from IRS Form 990 filings, 2021–2025. "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 WR Hotchkiss Foundation
How much does WR Hotchkiss Foundation give each year?
WR Hotchkiss Foundation gave $1.5M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.8M across 1 grant.
How large is WR Hotchkiss Foundation?
WR Hotchkiss Foundation reported $17.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $952K (roughly 5% of its investment assets).
What is WR Hotchkiss Foundation?
WR Hotchkiss Foundation is a private foundation focused on Education, based in Cleveland, OH. It holds $17.3M in total assets as of 2025.
Where does WR Hotchkiss Foundation operate?
WR Hotchkiss Foundation has awarded grants in Minnesota.
What is WR Hotchkiss Foundation's EIN?
WR Hotchkiss Foundation's EIN (Employer Identification Number) is 41-6038562. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2021–2025
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from WR Hotchkiss Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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