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California · Private foundation

Hattie Givens Testamentary Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$59k
Granted FY2023
16
Grants FY2023
16
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,200
Largest grant, FY2023
$28,000
Organizations funded a year
16 to 41
FY2017 to FY2023
States reached, FY2023
1
Total assets, FY2023
$1.0M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Hattie Givens Testamentary Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Arts & CultureHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202316$59k0%
FY202217$63k18%
FY202124$71k17%
FY202031$72k0%
FY201933$70k6%
FY201841$71k12%
FY201739$71kn/a
90% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Education$170kHousing & Shelter$111kHealth$44kYouth Development$35kHuman Services$18kMembership Benefit$17kCrime & Legal$12kScience & Tech$8kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Yosemite Lodge #99 Scholarship Fund$163,238779%
Center of Vision Enhancement$7,50031%
The Merced County Food Bank$6,00070%
Merced Rescue Mission$5,00050%
American Heart Association Inc$3,25050%
Merced County Historical Society$2,85060%
Fuller Center for Housing of Merced County$2,50051%
United Way Inc$2,00020%
Rivera Elementary Ptc$2,0001n/a
Kings View$1,20040%
Show all 11 grantees
All grantees of Hattie Givens Testamentary Trust by total granted
GranteeTotal grantedYearsShare of their budget
Yosemite Lodge #99 Scholarship Fund$163,238779%
Center of Vision Enhancement$7,50031%
The Merced County Food Bank$6,00070%
Merced Rescue Mission$5,00050%
American Heart Association Inc$3,25050%
Merced County Historical Society$2,85060%
Fuller Center for Housing of Merced County$2,50051%
United Way Inc$2,00020%
Rivera Elementary Ptc$2,0001n/a
Kings View$1,20040%
Merced County Arts Council Inc$1,00010%

Plus 42 recipients with no EIN on record ($280k), not named here.

Where it is load-bearing

Hattie Givens Testamentary Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 10 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetYosemite Lodge #99 Scholarship Fund: $163,238 over 7y, 79% of budgetCenter of Vision Enhancement: $7,500 over 3y, 1.2% of budgetThe Merced County Food Bank: $6,000 over 7y, 0.0% of budgetMerced Rescue Mission: $5,000 over 5y, 0.1% of budgetAmerican Heart Association Inc: $3,250 over 5y, 0.0% of budgetMerced County Historical Society: $2,850 over 6y, 0.4% of budgetFuller Center for Housing of Merced County: $2,500 over 5y, 1.0% of budgetUnited Way Inc: $2,000 over 2y, 0.0% of budgetKings View: $1,200 over 4y, 0.0% of budgetMerced County Arts Council Inc: $1,000 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

United Way of Merced CountyCA15.7× affinity5 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of Merced County · Stewart Family Foundation · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Hattie Givens Testamentary Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Hattie Givens Testamentary Trust?

Find your warmest path to Hattie Givens Testamentary Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Hattie Givens Testamentary Trust

How much does Hattie Givens Testamentary Trust give?
Hattie Givens Testamentary Trust reported 16 grants totaling $59,000 in its FY2023 IRS filing. It funded between 16 and 41 organizations a year over FY2017 to FY2023.
What does Hattie Givens Testamentary Trust fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (36%), Housing & Shelter (23%), Health (9%).
Who are Hattie Givens Testamentary Trust's largest grantees?
By total granted over FY2017 to FY2023: Yosemite Lodge #99 Scholarship Fund ($163k), Center of Vision Enhancement ($8k), The Merced County Food Bank ($6k).
Does Hattie Givens Testamentary Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Hattie Givens Testamentary Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Hattie Givens Testamentary Trust?
Its strongest co-funders, measured against what their size predicts, include United Way of Merced County, Stewart Family Foundation, Amazonsmile Foundation.
Where is Hattie Givens Testamentary Trust based?
Hattie Givens Testamentary Trust is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 53 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

Source object · view filing

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