Charles E Harwood Trust
Charles E Harwood Trust is a private foundation based in Bluffton, South Carolina, that makes grants to charitable organizations. Its 2026 filing reports 13 grants totaling $262,448.
Charles E Harwood Trust at a glance
In short: Charles E Harwood Trust gave $262K across 13 grants in 2026 (avg $20K), top state Massachusetts. 46% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $262,448
- +22.7% vs 2025
- Grants made (2026)
- 13
- -7.1% vs 2025
- Average grant
- $20,188
- +32.2% vs 2025
- Median grant
- $10,000
- Total assets
- $3,083,282
- -4.2% vs 2025
- New grantees (estimate)
- 46% first-time grantees (6 of 13, 2026; small sample)
- Primary geography
- Massachusetts (29% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charles E Harwood Trust
- Contact
Application contact: Kathy Adam
Mailing address: 2 Penny Lane, Peabody, MA 01960
Phone: (978) 502-9588
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles E Harwood Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Shrinners Hospital ($66K). Together the top 10 received $237K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 60 grants of 68 (88%).
Geographic Focus
Where this funder awards grants
The 2026 filing reports that grant dollars went to recipients in Massachusetts (29%), Florida (25%), Vermont (25%), South Carolina (11%), and Connecticut (6%). A listed grant also went to Lake Region Search and Rescue in New Hampshire.
Grant Distribution by State
Share of 2026 grant dollars across all 13 itemized grants.
Cities
Is Charles E Harwood Trust open to new grantees?
46%
first-time grantees, 2026
In 2026, 6 of 13 grantees (46%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $14K; repeat grants $25K. How we count
Medians: $10K first-time, $10K repeat.
- 54% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−3%). Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $214K (2025) to $270K (2023). In 2026 it made 13 grants totaling $262K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shrinners Hospital Tampa, FL | Charitable - Shriners Boston Burn Institute | $65,612 |
| Vermont Academy Saxton River, VT | Charitable General Fund | $65,612 |
| Adaptive Golf Experience Inc Beaufort, SC | Charitable General Fund | $30,000 |
| Honor Connor Inc Wsimsbury, CT | Charitable General Fund | $15,000 |
| Lake Region Search and Rescue Laconia, NH | Charitable General Fund | $10,612 |
| Family Aid Boston, MA | Charitable General Fund | $10,000 |
| Hospice of the North Shore Danvers, MA | Charitable General Fund | $10,000 |
| MSCPA at Northeast Animal Shelter Salem, MA | Charitable General Fund | $10,000 |
| Northeast Arc Danvers, MA | Charitable General Fund | $10,000 |
| Hidden Battles Foundation Inc Dracut, MA | Charitalbe General Fund | $10,000 |
Ready to take the next step with Charles E Harwood Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,083,282 | $225,991 | $361,523 | $262,448 | 13 | $288,272 | $162,829 | $301,030 |
| 2025 | $3,218,814 | $320,922 | $302,297 | $213,812 | 14 | $239,210 | $259,646 | $287,845 |
| 2024 | $3,200,189 | $165,334 | $308,214 | $228,324 | 15 | $251,596 | $109,183 | $267,084 |
| 2023 | $3,343,069 | $116,202 | $349,565 | $270,462 | 16 | $293,542 | $104,041 | $261,406 |
| 2022 | $3,576,372 | $182,680 | $330,630 | $230,856 | 10 | $259,572 | $118,753 | $284,883 |
| 2021 | $3,724,322 | $382,275 | $313,098 | $232,970 | 11 | — | $325,943 | $267,743 |
Under IRS private-foundation payout rules, Charles E Harwood Trust reported a distributable amount of $301K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust does not state a mission in the supplied information. Its 2026 grants include support for education, health-related organizations, mental health and suicide prevention, and other charitable purposes. These descriptions reflect the grantees’ work: Vermont Academy says it develops confident, active learners and respectful citizens; Honor Connor Inc says it provides awareness and education on mental health, addiction, and suicide prevention; and Hidden Battles Foundation Inc says it provides activity-driven therapy, suicide-prevention awareness, and support for affected families.
Grantmaking
In 2026, the trust awarded 13 grants totaling $262,448. Grant amounts ranged from $5,612 to $65,612, with a median of $10,000. Among the largest grants were $65,612 to Shriners Hospital in Tampa, Florida, for the Shriners Boston Burn Institute, and $65,612 to Vermont Academy for its general fund. Other listed awards included $30,000 to Adaptive Golf Experience Inc, $15,000 to Honor Connor Inc, and $10,612 to Lake Region Search and Rescue. The trust also awarded $10,000 each to Family Aid, Hospice of the North Shore, MSPCA at Northeast Animal Shelter, Northeast Arc, Hidden Battles Foundation Inc, The Learning Project, and The Jimmy Fund.
The 2025 filing says requests should include a 501(c)(3) exemption letter and the latest annual report, and lists Kathy Adam as the contact for requests. It states that half of income is to go to Vermont Academy and Shriners Hospital for Crippled Children, with the balance distributed to other qualifying exempt organizations. The filing says there are no submission deadlines.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Janice W Sinclair and Kathy Adam as co-trustees.
Charles E Harwood Trust's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Kathy Adam
Co-Trustee
On filings since 2021
4 hrs/week
$21K (2021) → $24K (2026)
Janice W. Sinclair
Co-Trustee
On filings since 2024
4 hrs/week
$22K (2024) → $24K (2026)
Former officers (1)
- Former: Jancie W. Sinclair (2021–2023) — Co-Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $24K, to Janice W Sinclair (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Charles E Harwood Trust
How much does Charles E Harwood Trust give each year?
Charles E Harwood Trust gave $262K across 13 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $214K across 14 grants.
What is Charles E Harwood Trust's typical grant size?
Charles E Harwood Trust's median grant in 2026 was $10,000, and its average grant was $20,188, across 13 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Charles E Harwood Trust that year got $14K on average.
Where does Charles E Harwood Trust give grants?
Charles E Harwood Trust's top state is Massachusetts, with 29% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Florida (25%) and Vermont (25%). The most frequent recipient cities were Boston, MA (2 grants) and Danvers, MA (2 grants).
Does Charles E Harwood Trust give general operating support?
Yes: 92% of Charles E Harwood Trust's 2026 grants with a stated purpose (12 of 13) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Charles E Harwood Trust's largest grantees?
Charles E Harwood Trust's largest 2026 grantees include Shrinners Hospital ($65,612), Vermont Academy ($65,612) and Adaptive Golf Experience Inc ($30,000), according to its 2026 IRS Form 990-PF. Together they received 61% of its itemized 2026 grant dollars.
How large is Charles E Harwood Trust?
Charles E Harwood Trust reported $3.1M in total assets on its 2026 IRS Form 990-PF. It paid out $288K in qualifying distributions that year, against a required minimum of $301K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charles E Harwood Trust fund?
The trust does not state a mission in the supplied information. Its 2026 grants include support for education, health-related organizations, mental health and suicide prevention, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from Charles E Harwood Trust?
Charles E Harwood Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 5, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Charles E Harwood Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Charles E Harwood Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/charles-e-harwood-trust-morg_6352c94295264efda2e2abba4eb7b69d
BibTeX
@misc{grantable_046725545_2026,
author = {{Grantable}},
title = {{Charles E Harwood Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-e-harwood-trust-morg_6352c94295264efda2e2abba4eb7b69d},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles E Harwood Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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