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
Ready to take the next step with The Barry L Hoeven Charitable Trust?
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
No grants recorded for .
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
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Barry L Hoeven Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities