David J Harb Charitable Trust

Foundation · Grantmaker Middleboro, MA EIN: 61-1614074

David J Harb Charitable Trust is a private foundation focused on Education, based in Middleboro, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $211K in total assets. In 2024, it awarded 6 grants totaling $10K. Net investment income was $4K.

Key facts about David J Harb Charitable Trust

EIN: 61-1614074
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $10,000
Grants made (2024): 6
Average grant: $1,667
Median grant: $2,000
Total assets: $211,152
Primary geography: Massachusetts (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who David J Harb Charitable Trust funds

By grant dollars, the top recipient states for David J Harb Charitable Trust's 6 itemized 2024 grants were Massachusetts (50%), New York (40%) and Illinois (10%). The most frequent recipient cities were New York, NY (2 grants) and Norwood, MA (2 grants). None of its 6 grants with a stated purpose were described as general or operating support. Recurring purposes include "Medical" (3 grants).

How David J Harb Charitable Trust gives

Giving fell 67% from 2021 to 2024. Method
In 2024 it paid out 92% 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.

Next steps with David J Harb Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$211K

-10.9% YoY

Annual Giving

$10K

-81.5% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$2K

-72.2% YoY

Under IRS private-foundation payout rules, David J Harb Charitable Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About David J Harb Charitable Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $5K (50%)

New York $4K (40%)

Illinois $1K (10%)

Share of all 6 itemized 2024 grant dollars.

States

Florida Illinois Kansas Massachusetts Maryland New York Tennessee

Cities

NorwoodMemphisNew YorkTopekaWestwoodChicagoBaltimoreBostonDedhamMiddleboroTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$211,152	$236,972	$304,047
Revenue	$8,076	$-23,014	$41,353
Expenses	$44,251	$74,426	$58,076
Qualifying Distributions	$10,000	$54,000	$30,000
Net Investment Income	$3,844	$5,482	$9,051
Distributable Amount	$10,819	$13,084	$14,870

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

32 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include American Foundation of Suicide Prev ($2,000), Circle of Hope Foundation ($2,000), Parkinson's Foundation ($2,000).

Recipient	Purpose	Amount
AMERICAN FOUNDATION OF SUICIDE PREV New York, NY	MEDICAL	$2,000
CIRCLE OF HOPE FOUNDATION Norwood, MA	ASSISTANCE TO HOMELESS	$2,000
PARKINSON'S FOUNDATION New York, NY	MEDICAL	$2,000
XAVARIAN BROTHERS HIGH SCHOOL Westwood, MA	EDUCATION	$2,000
ALZHEIMERS FOUNDATION Chicago, IL	MEDICAL	$1,000
SAINT GEORGE ORTHODOX CHURCH Norwood, MA	RELIGIOUS CHURCH NEEDS	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
James F Hassan	Trustee	1	$10,000
Marguerite J Hassan	Trustee	1	$8,000
Mark Thomas	Trustee	1	$16,000

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is David J Harb Charitable Trust?

David J Harb Charitable Trust is a private foundation focused on Education, based in Middleboro, MA. It holds $211K in total assets as of 2024.

How large is David J Harb Charitable Trust?

As of 2024, David J Harb Charitable Trust holds $211K in total assets with $8K in annual revenue. It awarded 6 grants totaling $10K in 2024.

Where does David J Harb Charitable Trust operate?

David J Harb Charitable Trust has awarded grants in Florida, Illinois, Kansas, Massachusetts, Maryland, New York, Tennessee.

What size grants does David J Harb Charitable Trust award?

In 2024, David J Harb Charitable Trust awarded 6 grants totaling $10K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is David J Harb Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, David J Harb Charitable Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.