Charles E Harwood Trust

BLUFFTON, SC EIN: 04-6725545

The Charles E Harwood Trust is a private independent foundation established in 1992 and based in Bluffton, South Carolina. The organization operates as a trust that makes gifts, grants, and loans to other nonprofit organizations.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.2M

+0.6% YoY

Annual Giving

$214K

-6.4% YoY

Grant Count

-6.7% YoY

Avg Grant Size

$15K

+0.3% YoY

Under IRS private-foundation payout rules, Charles E Harwood Trust reported a distributable amount of $288K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust's primary funding interests include:

Education
Health
Human services
Support for people with disabilities
Science and STEM education
Library grants

Grantmaking

The Trust makes grants to nonprofit organizations, with a particular emphasis on supporting educational initiatives and human services organizations.

Grant Range

$2,500–$64,042

Average Grant

amount: Not specified in available data

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Geographic Focus

Where this funder awards grants

The Charles E Harwood Trust primarily supports nonprofit organizations in Massachusetts, Vermont, and Ohio.

Grant Distribution by State

Massachusetts $556K (47%)

Florida $285K (24%)

Vermont $285K (24%)

Maryland $30K (3%)

Ohio $20K (2%)

States

Florida Massachusetts Maryland Ohio Vermont

Cities

AmesburyAndoverBeverlyBostonBrooklineByfieldDanversGrotonGrovelandHudsonIpswichLaplataLawrenceRowleySalemSalisburySaxton RiverTampaWalthamWest Brookline

Financial History

Multi-year comparison from IRS filings

Total assets: $3,218,814 (as of most recent filing)
Total annual giving: $213,812
Total revenue: $165,000 (2024)
Total expenses: $308,000 (2024)
Total liabilities: $0 (2024)

The organization ranks in the top 5% of nonprofits nationally by assets and in the top 3% within South Carolina.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,218,814	$3,200,189	$3,343,069
Revenue	$320,922	$165,334	$116,202
Expenses	$302,297	$308,214	$349,565
Qualifying Distributions	$239,210	$251,596	$293,542
Net Investment Income	$259,646	$109,183	$104,041
Distributable Amount	$287,845	$267,084	$261,406

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

66 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Shrinners Hospital ($45,953), Vermont Academy ($45,953), Neer North Inc ($20,000).

Recipient	Purpose	Amount
NEER NORTH INC WEST NEWBURY, MA	CHARITABLE GENERAL FUND	$20,000
SILVER LINING MENTORING WALTHAM, MA	CHARITABLE GENERAL FUND	$10,000
FRIENDS OF NEWBURY TOWN LIBRARY BYFIELD, MA	CHARITABLE GENERAL FUND	$10,000
THOMAS SMITH FOUNDATION ANDOVER, MA	CHARITABLE GENERAL FUND	$5,000
BAY COVE HUMAN SERVICES BOSTON, MA	CHARITABLE GENERAL FUND	$2,500
MSCPA AT NORTHEAST ANIMAL SHELTER SALEM, MA	CHARITABLE GENERAL FUND	$10,000
HOSPICE OF THE NORTH SHORE DANVERS, MA	CHARITABLE GENERAL FUND	$5,953
NORTHEAST ARC DANVERS, MA	CHARITABLE GENERAL FUND	$7,500
RODMAN FOR KIDS - ONE BEAD - BOSTON HUDSON, OH	CHARITABLE GENERAL FUND	$10,000
PARTNERS IN DEVELOPMENT IPSWICH, MA	CHARITALBE GENERAL FUND	$20,000

Leadership & Key People

Leadership team and compensation from IRS filings

Janice W Sinclair, Co-Trustee

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JANICE W SINCLAIR	CO-TRUSTEE	4	$23,974
KATHY ADAM	CO-TRUSTEE	4	$23,974

Contact Information

Address: 25 Ocoee Drive, Bluffton, SC 29910
Telephone: 978-270-6959
EIN: 04-6725545
Tax-exempt status: Designated as 501(c)(3); tax-exempt since July 1993

Frequently Asked Questions

What does Charles E Harwood Trust fund?

The Trust's primary funding interests include: • Education • Health • Human services • Support for people with disabilities • Science and STEM education • Library grants

How do I apply for a grant from Charles E Harwood Trust?

**Financial Capacity:** • Total assets: $3,218,814 • Total annual giving: $213,812 • Grant range: $2,500–$64,042 • Average grant amount: Not specified in available data • Median grant amount: Not specified in available data The Trust makes grants to nonprofit organizations, with a particular emphasis on supporting educational initiatives and human services organizations.

Where does Charles E Harwood Trust make grants?

The Charles E Harwood Trust primarily supports nonprofit organizations in Massachusetts, Vermont, and Ohio.

What size grants does Charles E Harwood Trust award?

In 2025, Charles E Harwood Trust awarded 14 grants totaling $214K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Charles E Harwood Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles E Harwood Trust reported a distributable amount of $288K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.