Constance Hartwell Charitable Trust
Constance Hartwell Charitable Trust is a private foundation, based in Carmel, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $9.7M in total assets. In 2025, it awarded 3 grants totaling $559K. Net investment income was $493K.
Key facts about Constance Hartwell Charitable Trust
In short: Constance Hartwell Charitable Trust gave $559K across 3 grants in 2025 (avg $186K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 68-6251551
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $559,020
- Grants made (2025)
- 3
- Average grant
- $186,340
- Median grant
- $186,340
- Total assets
- $9,718,169
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.7M
-0.3% YoY
Annual Giving
$559K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$186K
+0.0% YoY
Under IRS private-foundation payout rules, Constance Hartwell Charitable Trust reported a distributable amount of $596K for 2025 — the minimum it must pay out in qualifying distributions.
How Constance Hartwell Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $529K (2020) to $778K (2023). In 2025 it made 3 grants totaling $559K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Porterville Developmental ($186K). Together the top 3 received $559K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 14 grants of 15 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Porterville Developmental Porterville, CA | Philanthropic | $186,340 |
| Canyon Springs Community Facility Cathedral City, CA | Philanthropic | $186,340 |
| Department of Developmental Service Sacramento, CA | Philanthropic | $186,340 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,718,169 | $9,750,155 | $10,108,386 |
| Revenue | $668,168 | $359,198 | $516,893 |
| Expenses | $733,997 | $717,429 | $933,095 |
| Qualifying Distributions | $559,020 | $559,020 | $778,119 |
| Net Investment Income | $493,191 | $197,745 | $353,023 |
| Distributable Amount | $596,376 | $559,020 | $526,060 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 5, 2022)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2025)
Leadership & Key People
Officers and directors from IRS filings
Constance Hartwell Charitable Trust is led by Joseph P. Ferry, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Joseph P. Ferry
Trustee
On filings since 2019
10 hrs/week
$122K (2019) → $119K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $119K, to Joseph P Ferry (Trustee).
Frequently asked questions about Constance Hartwell Charitable Trust
How much does Constance Hartwell Charitable Trust give each year?
Constance Hartwell Charitable Trust gave $559K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $559K across 3 grants.
What is Constance Hartwell Charitable Trust's typical grant size?
Constance Hartwell Charitable Trust's median grant in 2025 was $186,340, and its average grant was $186,340, across 3 grants on its 2025 IRS Form 990-PF.
Where does Constance Hartwell Charitable Trust give grants?
Constance Hartwell Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Constance Hartwell Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Constance Hartwell Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Philanthropic" (3 grants).
How large is Constance Hartwell Charitable Trust?
Constance Hartwell Charitable Trust reported $9.7M in total assets on its 2025 IRS Form 990-PF. It paid out $559K in qualifying distributions that year, against a required minimum of $596K (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 is Constance Hartwell Charitable Trust's EIN?
Constance Hartwell Charitable Trust's EIN (Employer Identification Number) is 68-6251551. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Constance Hartwell Charitable Trust by hand.
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