Hoche-Scofield Foundation-Equity
At a glance
Key takeaways
- The filing names tax-exempt organisations in Worcester County as eligible, and its grants span schools, healthcare, youth, museums, music and community-service groups, so a Worcester County charity in one of these fields has a clear fit.
- Organisations outside Worcester County should confirm eligibility with the foundation before applying.
- Most recorded grant purposes are unrestricted general support, so a request for general operating funds suits its record.
- Half of its 125 grants to organisations were $10,000 or less, so a typical request near $10,000 sits at the median; about 8 in 10 grants fall between $5,000 and $76,500, and the largest grant was about $105,000, so that band is not a ceiling.
- Applications are made by obtaining the application from the foundation and submitting by one of its four yearly deadlines, and because 82% of grant dollars went to organisations it had also funded in one of the two filings before its latest, making contact early to understand its process may help.
Overview
Hoche-Scofield Foundation-Equity is a US private foundation administered by its trustee, Bank of America NA, in Dallas, TX.
What they fund
Profile based on the foundation's IRS Form 990-PF filings (TY2025, TY2024, TY2023) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 13 October 2026.
Priority Areas
The application filing identifies tax-exempt organisations in Worcester County as eligible and says an application is available from the foundation with required information. Submissions are scheduled four times a year. Its grant record shows support to a wide mix of charitable organisations, including museums, performing-arts and music groups, schools and universities, healthcare providers, youth organisations, food assistance and community-service organisations. Recipients also include environmental, housing and animal-welfare organisations. Most recorded grant purposes are unrestricted general support. The filings thus show broad organisational giving within the stated county eligibility.
Geographic Focus
Worcester County.
How to apply
Obtain the application from the foundation and provide the required information.
Deadlines: Submissions are due four times a year.
Application success factors
- Repeat giving: In its TY2025 filing, 82% of its grant dollars to organisations went to organisations it had also funded in its TY2023 or TY2024 filing.
- Grant size: Across its TY2023, TY2024 and TY2025 filings, half of its 125 grants to organisations were $10,000 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2023–2025.
Grant dollars by state
- The largest single recipient received 11% of grant dollars to organisations.
- In tax year 2025, 82% of grant dollars went to organisations Hoche-Scofield Foundation-Equity had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
- 5% of grant dollars went to intermediaries that regrant to other organisations.
Grants
How much do they typically give?
Share of 48 grants in tax year 2025 by size
Median $10,000 (tax year 2025)
The largest grants to organisations in the foundation’s latest filing:
- Worcester Polytechnic Institute · Unrestricted general$103,5992025 tax year
- Music Worcester · Unrestricted general$103,5992025 tax year
- UMass Memorial Healthcare · Unrestricted general$103,5992025 tax year
- Worcester Art Museum · Unrestricted general$103,5992025 tax year
- Clark University · The clark fund$103,5992025 tax year
- United Way of Central Massachusetts · Unrestricted general$30,0002025 tax year
- Hanover Theatre for the Performing Arts · Unrestricted general$29,0002025 tax year
- Barton Center for Diabetes · Unrestricted general$25,0002025 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Sarah Garfield Berry — Co-Trustee
- Warner S Fletcher — Co-Trustee
- Sumner Tilton — Co-Trustee
- Bank Of America — Trustee
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2023 tax year | $841,049 | $687,588 | $21,464,269 | Filing for 2023 tax year |
| 2024 tax year | $1,001,474 | $827,108 | $23,136,627 | Filing for 2024 tax year |
| 2025 tax year | $1,295,520 | $1,032,995 | $25,140,082 | Filing for 2025 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance
Applying to Hoche-Scofield Foundation-Equity?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (888) 866-3275
- Dallas, TX (office of its trustee, Bank of America NA)
Applying to Hoche-Scofield Foundation-Equity?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (888) 866-3275
- Dallas, TX (office of its trustee, Bank of America NA)