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The Barry L Hoeven Charitable Trust at a glance

· Private foundation

The Barry L Hoeven Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$150k
Granted FY2022
11
Grants FY2022
2
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

50% of The Barry L Hoeven Charitable Trust’s FY2024 grant dollars went to University Of Southern California, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 5 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year The Barry L Hoeven Charitable Trust named its own grantees at scale: 9 organizations, $150k. It is dated, not current.

Organizations named directly on the return

9
’20
11
’21
9
’22
6
’23
5
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$270kHealth$215kArts & Culture$142kInternational$90kHuman Services$45kHousing & Shelter$40kReligion$20kFood & Nutrition$13kOther$0
02FY2022 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k2 grants · $10k
  • $10k–50k9 grants · $140k
$10,000
Median grant
2
States reached
$2.5M
Total assets
Largest grants
RecipientAmount
KURE IT CANCER RESEARCH$25,000
ORANGE COUNTY MUSEUM OF ART$25,000
ALZHEIMERS ORANGE COUNTY$25,000
WELLS OF LIFE$15,000
THE MICHAEL J FOX FOUNDATION$10,000
ILLUMINATION FOUNDATION$10,000
MARINERS CHRISTIAN SCHOOL$10,000
ST ANDREWS PRESBYTERIAN CHURCH$10,000
CELIAC DISEASE FOUNDATION$10,000
SECOND HARVEST FOOD BANK$5,000
FAMILY ASSISTANCE MINISTRIES$5,000
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 (FY20–24, $130k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%WELLS OF LIFE: $50k → 10%WELLS OF LIFE: $15k → 10%WELLS OF LIFE: $15k → 10%WELLS OF LIFE: $5k → 10%WELLS OF LIFE: $5k → 10%ILLUMINATION FOUNDATION: $10k → 10%ILLUMINATION FOUNDATION: $10k → 10%ILLUMINATION FOUNDATION: $10k → 10%ILLUMINATION FOUNDATION: $10k → 10%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 28% of The Barry L Hoeven Charitable Trust’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 98% of the giving stays in CA; by stated purpose, 87%.

The Barry L Hoeven Charitable Trustlessmore of its giving
Placed by recipient address · 11% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

91%of every dollar goes to organizations it has funded before.
$584k · 11 repeat orgs$61k to everyone else

11 repeat relationships: 9 still active in FY2022, 2 since wound down; 5 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

11
5

Total granted

$584k
$30k

Median revenue growth · since first grant

+27%
+58%

Still filing today

73%
80%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
HealthHuman ServicesArts & CultureEducationPhilanthropyCrime & LegalOther
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

  • WO
    WELLS OF LIFE INC
    5× · 2020–2024 · $90k · revenue +65%
  • MC
    MARINERS CHRISTIAN SCHOOL
    3× · 2020–2022 · $60k · revenue +11%
  • IH
    Illumination Health Home formerly The Illumination Foundation
    4× · 2021–2024 · $40k · revenue +27%

Funded once

  • IG
    Individual grant recipient
    one grant, 2020 · $10k
  • CV
    COACHELLA VALLEY RESCUE MISSIONgraduated
    one grant, 2020 · $5k · revenue +58%
  • CA
    CORITA ART CENTER INC
    one grant, 2021 · $5k
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
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
2
Usc Arcadia Hospital Foundation

Mission statement the mission of usc arcadia hospital foundation educates and inspires the community to generously support quality medical care at usc arcadia hospital.

Health
3
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
4
The Jonsson Cancer Center Foundation

The jonsson cancer center foundation is the single most important vehicle for raising private funds for cancer research at ucla and plays a key role in advancing cancer treatments and care. please see schedule o for additional information.

—
5
Phoenix Children's Hospital Foundation

Phoenix children's hospital foundation supports phoenix children's hospital through fundraising ensuring that the hospital continues to stay on the leading edge of pediatric medicine and is equipped to fulfill its mission to advance hope,…

Health
6
Community Medical Centers Inc

The organization provides primary medical, behavior health, and dental care to the population of san joaquin, and solano counties without regard to patients' ability to pay.

Health
7
Usc Care Medical Group Inc

To promote health by engaging in the practice of medicine for patients of hospitals affiliated with the university of southern california keck school of medicine and elsewhere. to provide medical care to the sick and injured who may come…

Health
8
Ucsf Health Community Hospitals Fka Saint Francis Memorial Hospital

Ucsf health community hospital's mission statement is caring, healing, teaching, and discovering.

Health
9
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
10
Children's Healthcare of California

The primary exempt purpose of children's healthcare of california includes without limitation the receipt of distributions and grants for the making of distributions and grants to children's hospital of orange county (choc) and to…

Health
11
Acadia General Hospital Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
12
Pacific Central Coast Health Centers

Pacific central coast health centers', sponsored by dignity community care, mission is to provide access to cost effective, quality medical services in the northern santa barbara county, san luis obispo county, kern county and ventura…

Health
How this is measured
The grantee most central to the portfolio’s shape is Family Assistance Ministries; the most unlike its peers is Soaring Wings Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

17 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. 17 of the 23 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
17/17
Grantees still filing
13/17
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF SOUTHERN CALIFORNIA: $200,000 · EducationUNIVERSITY OF SOUTHERN CALIF…+2 more: $10,000 · EducationALZHEIMER'S ORANGE COUNTY: $125,000 · HealthALZHEIMER'S ORANGE COU…Soaring Wings Foundation: $20,000 · HealthSoaring Wings Foundati…THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $10,000 · HealthTHE MICHAEL J FOX FOUN…CELIAC DISEASE FOUNDATION: $10,000 · HealthCELIAC DISEASE FOUNDAT…MARINERS CHRISTIAN SCHOOL: $60,000 · OtherMARINERS CHRISTIAN S…KURE IT CANCER RESEARCH: $40,000 · OtherKURE IT CANCER RESEA…ST ANDREWS PRESBYTERIAN CHURCH: $20,000 · OtherST ANDREWS PRESBYTER…SECOND HARVEST FOOD BANK: $12,500 · OtherSECOND HARVEST FOOD …Individual grant recipient: $10,000 · OtherIndividual grant rec…+2 more: $10,000 · Other+2 moreORANGE COUNTY MUSEUM OF ART: $136,500 · Arts & CultureORANGE COUNTY MUSE…CORITA ART CENTER INC: $5,000 · Arts & CultureWELLS OF LIFE INC: $90,000 · Human ServicesWELLS OF LIFE INCIllumination Health Home formerly The Illumination Foundation: $40,000 · Human ServicesIllumination Healt…COACHELLA VALLEY RESCUE MISSION: $5,000 · Human ServicesFAMILY ASSISTANCE MINISTRIES: $30,000 · PhilanthropyGreater Horizons: $5,000 · PhilanthropyTHE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE: $10,000 · Crime & LegalMIRACLES FOR KIDS INC: $1,000 · Recreation & Sports
Education$210,000Health$165,000Other$152,500Arts & Culture$141,500Human Services$135,000Philanthropy$35,000Crime & Legal$10,000Recreation & Sports$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $200,000 over 2y, 0.0% of budgetORANGE COUNTY MUSEUM OF ART: $136,500 over 5y, 0.5% of budgetALZHEIMER'S ORANGE COUNTY: $125,000 over 5y, 0.3% of budgetWELLS OF LIFE INC: $90,000 over 5y, 3.0% of budgetMARINERS CHRISTIAN SCHOOL: $60,000 over 3y, 0.2% of budgetIllumination Health Home formerly The Illumination Foundation: $40,000 over 4y, 0.0% of budgetFAMILY ASSISTANCE MINISTRIES: $30,000 over 5y, 0.1% of budgetSoaring Wings Foundation: $20,000 over 2y, 11% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $10,000 over 1y, 0.0% of budgetCELIAC DISEASE FOUNDATION: $10,000 over 1y, 0.3% of budgetTHE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE: $10,000 over 2y, 0.1% of budgetCOACHELLA VALLEY RESCUE MISSION: $5,000 over 1y, 0.1% of budgetGreater Horizons: $5,000 over 1y, 0.0% of budgetUC SAN DIEGO FOUNDATION: $5,000 over 1y, 0.0% of budgetTHE ENDOWMENT FUND OF THE PHI KAPPA PSI FRATERNITY: $5,000 over 1y, 0.1% of budgetMIRACLES FOR KIDS INC: $1,000 over 1y, 0.0% 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.

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.

Orange County Communi…American Endowment Fo…Gs Donor Advised Phil…Tarsadia FoundationMorgan Stanley Global…National Philanthropi…Silicon Valley Commun…Jpmorgan Chase Founda…Natl Christian Charit…Vanguard Charitable E…The Blackbaud Giving …Raymond James Charita…
Orange County Community FoundationCA19.1× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · American Endowment Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Tarsadia Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Silicon Valley Community Foundation · Jpmorgan Chase Foundation · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund · Raymond James Charitable Endowment Fund

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 The Barry L Hoeven Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Barry L Hoeven Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    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.

    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 23 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Barry L Hoeven’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home