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· Private foundation

Hattie Givens Testamentary Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$59k
Granted FY2023
16
Grants FY2023
1
States reached
$28k
Largest
01What it funds
0190% 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
02FY2023 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k14 grants · $19k
  • $10k–50k2 grants · $40k
$1,200
Median grant
1
States reached
$1.0M
Total assets
Largest grants
RecipientAmount
YOSEMITE LODGE 99 SCHOLARSHIP FUND$28,000
Individual grant recipient$12,000
SHRINERS HOSPITAL OF SACRAMENTO$3,000
Individual grant recipient$2,000
CALIF MASONIC FOUNDATION$2,000
MERCED COUNTY FOOD BANK$2,000
MASONIC HOME ENDOWMENT FUND$2,000
CASA - MERCED COUNTY$1,200
FULLER CENTER FOR HOUSING OF MERCED$1,000
MERCED HIGH SCHOOL FOOTBALL$1,000
HINDS HOSPICE OF MERCEDMARIPOSA$1,000
FRIENDS OF THE LIBRARY$1,000
BOYS & GIRLS CLUB OF AMERICA$1,000
CHOWCHILLA AMERICAN LEGION POST #148$800
VALLEY CRISIS CENTER$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–20, $8k) land where the poverty rate runs at 19%, against an area that typically sits at 17%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 17%CENTER OF VISION ENHANCEMENT: $3k → 19%CENTER OF VISION ENHANCEMENT: $3k → 19%CENTER OF VISION ENHANCEMENT: $3k → 19%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$450k · 42 repeat orgs$26k to everyone else

42 repeat relationships: 16 still active in FY2023, 26 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

42
11

Total granted

$450k
$26k

Median revenue growth · since first grant

+98%
+140%

Still filing today

21%
9%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

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

’17’18’19’20’21’22’23
HealthArts & CultureFood & NutritionCrime & LegalPhilanthropyHuman 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.

Backed again, and grew

  • YL
    YOSEMITE LODGE #99 SCHOLARSHIP FUND
    7× · 2017–2023 · $163k · revenue +28% · 79% of their budget
  • CO
    CENTER OF VISION ENHANCEMENT
    3× · 2018–2020 · $8k · revenue +134%
  • MR
    MERCED RESCUE MISSION
    5× · 2017–2021 · $5k · revenue +520%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $10k
  • IG
    Individual grant recipient
    one grant, 2022 · $4k
  • IG
    Individual grant recipient
    one grant, 2018 · $4k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Merced College Foundation

To assist and promote the educational services of Merced community college.

Education
2
Merced Lgbtq Alliance

The mission of the Merced LGBTQ+ Alliance is to advocate for the interests of the LGBTQ+ community within Merced County. We celebrate our diversity and advocate for justice and opportunities for members of our vulnerable community. We…

Education
3
Mission Merced Incorporated

MERCED RESCUE MISSION: MISSION, VISION AND PURPOSE:Our MISSION is to exhibit the love and caring of Jesus Christ; transforming lives for those in our county who are in physcial and spirtual need.Our VISION is to be the hands, feet and…

Youth Development
4
Merced County Community Action Board aka Merced County Community Action Agency

To serve, advocate, and collaborate for those in need by developing innovative strategies for self-empowerment.

Public Benefit
5
Mercer Friends
Philanthropy
6
California Health M R C
Community Improvement
7
United Way of Merced County

We mobilize the caring power of our community to advance health stability and opportunity for all.

Philanthropy
8
Merced Union High School Education Foundation

Provide educational grants and scholarships

—
9
Cal Med Foundation
Education
10
Mendocino Private Industry Council

To Provide a benefit to the public by providing work related training and job placement services to low income adults and youth (ages 16-24 yrs).

Employment
11
Turlock Education Opportunity Foundation Inc
Philanthropy
12
Merced County Deputy Sheriff's Associati

The merced county deputy sheriff's association is dedicated to supporting the sworn and non-sworn employees of the merced county sheriff's deparment.

Employment
How this is measured
The grantee most central to the portfolio’s shape is Merced Rescue Mission; the most unlike its peers is Yosemite Lodge #99 Scholarship Fund. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 53 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
10/10
Grantees still filing
8/10
Grew since first funded

Where the money sits, by cause and then by grantee

YOSEMITE LODGE #99 SCHOLARSHIP FUND: $163,238 · OtherYOSEMITE LODGE #99 SCHOLARSHIP FUNDIndividual grant recipient: $89,900 · OtherIndividual grant recipientIndividual grant recipient: $21,000 · Other+42 more: $173,557 · Other+42 moreCENTER OF VISION ENHANCEMENT: $7,500 · Human ServicesTHE MERCED COUNTY FOOD BANK: $6,000 · Food & NutritionMERCED RESCUE MISSION: $5,000 · Crime & LegalAmerican Heart Association Inc: $3,250 · HealthKINGS VIEW: $1,200 · HealthMERCED COUNTY HISTORICAL SOCIETY: $2,850 · Arts & CultureMERCED COUNTY ARTS COUNCIL INC: $1,000 · Arts & CultureUNITED WAY INC: $2,000 · Philanthropy
Other$447,695Human Services$7,500Food & Nutrition$6,000Crime & Legal$5,000Health$4,450Arts & Culture$3,850Philanthropy$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds YOSEMITE LODGE #99 SCHOLARSHIP FUND ↗
  • Who funds CENTER OF VISION ENHANCEMENT ↗
  • Who funds THE MERCED COUNTY FOOD BANK ↗
  • Who funds MERCED RESCUE MISSION ↗
  • Who funds American Heart Association Inc ↗
  • Who funds MERCED COUNTY HISTORICAL SOCIETY ↗
  • Who funds FULLER CENTER FOR HOUSING OF MERCED COUNTY ↗
  • Who funds UNITED WAY INC ↗

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.

How much its grantees rely on government

Each dot is one organization Hattie Givens Testamentary Trust funds: left to right is the share of its income from government, bottom to top the share from Hattie Givens Testamentary Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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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