Harry C Barron Charitable Trust

Private foundation · Grantmaker Swampscott, MA EIN: 04-3219056

Harry C Barron Charitable Trust is a private foundation, based in Swampscott, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $16K in total assets. Net investment income was $265.

Key facts about Harry C Barron Charitable Trust

EIN
04-3219056
Latest 990 filing
Form 990-PF, 2025
Total assets
$16,293

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$16K

+1.7% YoY

Revenue

$750

-1.3% YoY

Net Investment Income

$265

Expenses

$485

-11.8% YoY

Under IRS private-foundation payout rules, Harry C Barron Charitable Trust reported a distributable amount of $840 for 2025 — the minimum it must pay out in qualifying distributions.

How Harry C Barron Charitable Trust gives

  • In 2024 it paid out 4% 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

3states

Cities

Palm BeachBostonNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2020 1 grant2021 1 grant2022 2 grants2023 0 grants2024 0 grants2025

From 2021 to 2023, annual grant giving ranged from $3K (2021) to $11K (2023). In 2023 it made 2 grants totaling $11K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$16,293$16,028$15,818
Revenue$750$760$5,400
Expenses$485$550$11,167
Qualifying Distributions—$35$10,500
Net Investment Income$265—$4,950
Distributable Amount$840$836$1,186

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 27, 2023)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 22, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

Harry C Barron Charitable Trust is led by Carla B. Herwitz, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Carla B. Herwitz

    Trustee

    On filings since 2020

    3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Harry C Barron Charitable Trust

How large is Harry C Barron Charitable Trust?

Harry C Barron Charitable Trust reported $16K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $750.

Where does Harry C Barron Charitable Trust operate?

Harry C Barron Charitable Trust has awarded grants in Florida, Massachusetts, New York.

How much is Harry C Barron Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Harry C Barron Charitable Trust reported a distributable amount of $840 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harry C Barron Charitable Trust's EIN?

Harry C Barron Charitable Trust's EIN (Employer Identification Number) is 04-3219056. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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