LONG BEACH, CA

Bess J Hodges Foundation

Quick Facts

EIN: 330046140
Location: LONG BEACH, CA
Phone: (562) 961-4115
Category: General
Total Assets: $6.4M
Annual Income: $1M
IRS Ruling Year: 1984
Organization Type: Non-Operating Foundation
Principal Officer: % Bess J Hodges Foundation
Tax Deductibility: Contributions are deductible

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About This Foundation

Bess J Hodges Foundation is a private trust based in LONG BEACH, CA. The foundation received its IRS ruling in 1984. The principal officer is % Bess J Hodges Foundation. It holds total assets of $6.4M. Annual income is reported at $1M. According to available records, Bess J Hodges Foundation has made 282 grants totaling $1.1M, with a median grant of $3K. The foundation has distributed between $271K and $586K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $586K distributed across 146 grants. Individual grants have ranged from $1K to $40K, with an average award of $4K. The foundation has supported 98 unique organizations. Grants have been distributed to organizations in California and Oklahoma. Contributions to this foundation are tax-deductible.

Application Information

Deadline

MARCH 31

Restrictions

THE TRUSTEES OF THE BESS J HODGES FOUNDATION WILL CONSIDER REQUESTS FOR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND AGENCIES WHOSE ACTIVITIES ARE IN THE LONG BEACH AREA AND FALL WITHIN THE FOLLOWING GENERAL CATEGORIES: EDUCATION, HEALTH, HUMAN SERVICES, PUBLIC AFFAIRS & COMMUNITY DEVELOPMENT, RELIGION, AND THE ARTS. THE TRUSTEES ARE MORE LIKELY TO LOOK WITH FAVOR UPON PROJECTS WHICH IMPROVE THE QUALITY OF LIFE; INCREASE THE RESPONSIVENESS OF AGENCIES TO COMMUNITY NEEDS; DEVELOPS SELF-RELIANCE; DIRECT THEMSELVES TO PREVENTION AS WELL AS TO TREATMENT; AND ELIMINATE DUPLICATION OF SERVICES AND ENCOURAGE COOPERATION.

Frequently Asked Questions

What does Bess J Hodges Foundation fund?

Bess J Hodges Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 282 grants. Its grantmaking reaches organizations primarily in CA, OK.

How much does Bess J Hodges Foundation give in grants?

Bess J Hodges Foundation has distributed a total of $1.1M across 282 grants. The median grant size is $3K, with an average of $4K. Individual grants have ranged from $1K to $40K.

How do I apply for a grant from Bess J Hodges Foundation?

The application deadline is MARCH 31. THE TRUSTEES OF THE BESS J HODGES FOUNDATION WILL CONSIDER REQUESTS FOR GRANTS TO TAX-EXEMPT ORGANIZATIONS AND AGENCIES WHOSE ACTIVITIES ARE IN THE LONG BEACH AREA AND FALL WITHIN THE FOLLOWING GENERAL CATEGORIES: EDUCATION, HEALTH, HUMAN SERVICES, PUBLIC AFFAIRS & COMMUNITY DEVELOPMENT, RELIGION, AND THE ARTS. THE TRUSTEES ARE MORE LIKELY TO LOOK WITH FAVOR UPON PROJECTS WHICH IMPROVE THE QUALITY OF LIFE; INCREASE THE RESPONSIVENESS OF AGENCIES TO COMMUNITY NEEDS; DEVELOPS SELF-RELIANCE; DIRECT THEMSELVES TO PREVENTION AS WELL AS TO TREATMENT; AND ELIMINATE DUPLICATION OF SERVICES AND ENCOURAGE COOPERATION.

Where is Bess J Hodges Foundation located?

Bess J Hodges Foundation is headquartered in LONG BEACH, CA. While based in CA, the foundation distributes grants to organizations across 2 states.

Key People & Compensation (2023)

Name	Title	Compensation	Benefits	Total
George Murchison	EXEC DIR/PRE	$69K	$0	$69K
Joyce Murchison	TRUSTEE	$8K	$0	$8K
Michael Murchison	SECRETARY	$8K	$0	$8K
Tracy Murchison	TRUSTEE	$6K	$0	$6K
Ryan Murchison	TRUSTEE	$1K	$0	$1K

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$511K

2023-3%

Total Assets

$5.9M

2023+10%

Fair Market Value

$5.9M

2023

Net Worth

$5.9M

2023

Grants Paid

$284K

2023

Contributions

2023

Net Investment Income

$229K

2023

Distribution Amount

$345K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Investment Portfolio (2023)

Total: $0

Other Investments (97%)

Cash (3%)

Expense Breakdown (2023)

Revenue Sources (2023)

Gross Rents: $247K
Dividends: $79K
Interest: $42K
Capital Gains (Net): $-19,666

Financial Details (2023)

Total Revenue: $348K
Total Expenses: $511K
Exempt Purpose Expenses: $358K
Required Distribution: $345K
Undistributed Income: $268K
Total Liabilities: $17K
Excise Tax: $3K
Tax Due: $846

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

282

Total Giving

$1.1M

Average Grant

$4K

Median Grant

$3K

Unique Recipients

Most Common Grant

$3K

Grant Disbursements by Year

Grant Range

Min$1K

Max$40K

Median: $3K

Smallest grantLargest grant

Openness to New Grantees (2023)

of 2023 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

CA$1.1M (278)

OK$61K (4)

Past Grantees

Recipient	Location	Amount	Year
Pathways To IndependenceGENERAL OPERATING	Los Alamitos, CA	$5K	2023
Salvation ArmyGENERAL OPERATING	Long Beach, CA	$4K	2023
For The ChildGENERAL OPERATING	Long Beach, CA	$3K	2023
Oral Roberts UniversityGENERAL OPERATING	Tulsa, OK	$15K	2023
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