Charles E Harwood Trust
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.
Key facts about Charles E Harwood Trust
- EIN
- 04-6725545
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $213,812
- Grants made (2025)
- 14
- Average grant
- $15,272
- Median grant
- $10,000
- Total assets
- $3,218,814
- Primary geography
- Massachusetts (52% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated June 2026.
Who Charles E Harwood Trust funds
By grant dollars, the top recipient states for Charles E Harwood Trust's 14 itemized 2025 grants were Massachusetts (52%), Florida (21%) and Vermont (21%). The most frequent recipient cities were Boston, MA (2 grants) and Danvers, MA (2 grants). 93% of grants with a stated purpose were for general or operating support.
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
14
-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.
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
Cities
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.
| 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 recipients include Shrinners Hospital ($45,953), Vermont Academy ($45,953), Neer North Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINNERS HOSPITAL TAMPA, FL | CHARITABLE - SHRINERS BOSTON BURN INSTITUTE | $45,953 |
| VERMONT ACADEMY SAXTON RIVER, VT | CHARITABLE GENERAL FUND | $45,953 |
| NEER NORTH INC WEST NEWBURY, MA | CHARITABLE GENERAL FUND | $20,000 |
| PARTNERS IN DEVELOPMENT IPSWICH, MA | CHARITALBE GENERAL FUND | $20,000 |
| RED SOX FOUNDATION BOSTON, MA | CHARITABLE GENERAL FUND | $10,953 |
| SILVER LINING MENTORING WALTHAM, MA | CHARITABLE GENERAL FUND | $10,000 |
| FRIENDS OF NEWBURY TOWN LIBRARY BYFIELD, MA | CHARITABLE GENERAL FUND | $10,000 |
| MSCPA AT NORTHEAST ANIMAL SHELTER SALEM, MA | CHARITABLE GENERAL FUND | $10,000 |
| RODMAN FOR KIDS - ONE BEAD - BOSTON HUDSON, OH | CHARITABLE GENERAL FUND | $10,000 |
| THE JIMMY FUND BROOKLINE, MA | CHARITABLE GENERAL FUND | $10,000 |
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.
What is Charles E Harwood Trust's EIN?
Charles E Harwood Trust's EIN (Employer Identification Number) is 04-6725545. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.