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

14

-6.7% YoY

Avg Grant Size

$15K

+0.3% YoY

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

5states

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
$0$105K$210K$315K$421K20212022202320242025
Metric202520242023
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

$0$68K$135K$203K$270K11 grants202110 grants202216 grants202315 grants202414 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SHRINNERS HOSPITAL$46KVERMONT ACADEMY$46KNEER NORTH INC$20KPARTNERS IN DEVELOPMENT$20KRED SOX FOUNDATION$11KSILVER LINING MENTORING$10KFRIENDS OF NEWBURY TOWN …$10KMSCPA AT NORTHEAST ANIMA…$10KRODMAN FOR KIDS - ONE BE…$10KTHE JIMMY FUND$10K

Grant Size Distribution

66 grants across all recorded years

58<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Janice W Sinclair, Co-Trustee

Compensation Overview

From 2025 IRS filing

JANICE W SINCLAIRCO-TRUSTEE$24KKATHY ADAMCO-TRUSTEE$24K

From 2025 filing

NameTitleHoursCompensation
JANICE W SINCLAIRCO-TRUSTEE4$23,974
KATHY ADAMCO-TRUSTEE4$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

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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