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EIN 94-6430302

Hattie Givens Testamentary Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Merced
State
California
Year formed
1977
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Hattie Givens Testamentary Trust is a private foundation located in Merced, CA. Its purpose is to primarily fund operating funds, youth programs, scholarships, rent, purchase children's books and hardship. The sale of stock was made to maintain a solid corpus base and increase the return on investment needed to meet charitable demands. Grantees include Yosemite Lodge 99 Scholarship Fund and others. Last year, the trust made 17 grants.
Total revenues
$-75,860
2023
Total expenses
$75,622
2023
Total assets
$895,097
2023
Num. employees
0
2023

Program areas at Hattie Givens Testamentary Trust

Sale of stock was made in order to maintain a solid corpus base and increase return on investment needed to meet charitable demands

Grants made by Hattie Givens Testamentary Trust

GranteeGrant descriptionAmount
Yosemite Lodge #99 Scholarship FundScholarship$28,000
Fresno Scottish Rite Cathedral CompanyOperating Fund$2,000
Merced County Food Bank (MCFB)Operating Funds$2,000
...and 2 more grants made

Personnel at Hattie Givens Testamentary Trust

NameTitleCompensation
Isador OrtegaDirector$0

Financials for Hattie Givens Testamentary Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$14,271
Net rental income$0
Net gain from sale of non-inventory assets$-90,131
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$-75,860

Form 990s for Hattie Givens Testamentary Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-23990PFView PDF
2022-122023-07-18990PFView PDF
2021-122022-06-29990PFView PDF
2020-122021-06-24990PFView PDF
2019-122020-12-17990PFView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 7, 2023
Used new vendors
Identified 1 new vendor, including
November 3, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 28, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
478 E Yosemite Ave A
Merced, CA 95340
Metro area
Merced, CA
County
Merced County, CA
Phone
(209) 722-7429
IRS details
EIN
94-6430302
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1977
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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