Hattie Givens Testamentary Trust
- Assets
- $1.4m
- Revenue
- $110.0k
- Investments
- $1.4m
- Employees
- 0
- Location
- Merced, CA
- Founding
- 10/1977
- Data as of
- 12/2021
- EIN
- 94-6430302
Organization Overview
Hattie Givens Testamentary Trust is located in Merced, CA. The organization was established in 1977. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hattie Givens Testamentary Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Hattie Givens Testamentary Trust generated $110.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $95.8k during the year ending 12/2021. While expenses have increased by 1.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Hattie Givens Testamentary Trust has awarded 277 individual grants totaling $551,871. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Isador Ortega Director | 2 | $0 | |
Patrick Von Merveldt Director | 2 | $0 | |
Wes Monier Director | 2 | $0 | |
Kraig Stockard Director | 2 | $0 | |
Larry Smith Director | 2 | $0 | |
Steve Disolvo Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $29,191 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $79,191 |
| Capital Gain Net Income | $79,191 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $1,633 |
| Other Income | $0 |
| Total Revenue | $110,015 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,884 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $24,367 |
| Contributions, gifts, grants paid | $71,464 |
| Total expenses and disbursements | $95,831 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45,592 |
| Savings and temporary cash investments | $2,796 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $200 |
| Total assets | $1,427,474 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Hattie Givens Testamentary Trust has awarded $71,464 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Merced, CA PURPOSE: SCHOLARSHIP | $29,114 |
JOB'S DAUGHTERS PURPOSE: RENT | $14,000 |
DAVID HOBAN PURPOSE: HARDSHIP | $5,000 |
FRESNO SCOTTISH RITE PURPOSE: OPERATING FUND | $4,000 |
CALIF MASONIC FOUNDATION PURPOSE: OPERATING FUNDS | $2,000 |
MASONIC HOMES - MOS PROGRAM PURPOSE: OPERATING FUNDS | $2,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Snap Foundation Santa Monica, CA | $165,494,601 | $537,573 |
John Pritzker Family Fund Redwood City, CA | $7,615,053 | $13,500,772 |
Newton And Rochelle Beckercharitable Trust Larkspur, CA | $179,394,273 | $14,820,252 |
Katie Mcgrath & J J Abrams Family Foundation Encino, CA | $5,090,305 | $12,922,680 |
Chuck Lorre Family Foundation Los Angeles, CA | $141,428,582 | $34,550,743 |
San Francisco Pretrial Diversion Project San Francisco, CA | $1,963,286 | $8,653,584 |
Elizabeth R & William J Patterson Foundation San Anselmo, CA | $0 | $2,038,322 |
Quest Foundation Danville, CA | $120,069,342 | $12,892,793 |
S Mark Taper Foundation Los Angeles, CA | $110,679,604 | $17,411,120 |
Moreno Family Foundation Phoenix, AZ | $117,327,204 | $12,846,787 |
William S And Nancy E Thompson Foundation Newport Beach, CA | $84,169,133 | $9,975,811 |
The Lakeview Foundation Greenbrae, CA | $2,321,091 | $1,301,410 |