Hart Foundation Co Phillips S Davis
Hart Foundation Co Phillips S Davis is a private foundation, based in WORCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 18 grants totaling $52K. Net investment income was $56K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
Annual Giving
$52K
Grant Count
18
Avg Grant Size
$3K
Under IRS private-foundation payout rules, Hart Foundation Co Phillips S Davis reported a distributable amount of $71K for 2024 — the minimum it must pay out in qualifying distributions.
About Hart Foundation Co Phillips S Davis
Based on IRS filings
Hart Foundation Co Phillips S Davis is a private foundation, based in WORCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 18 grants totaling $52K. Net investment income was $56K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $1,109,697 | $572,193 | $555,606 |
| Revenue | $65,171 | $67,103 | $57,712 |
| Expenses | $64,538 | $50,516 | $51,143 |
| Qualifying Distributions | $56,376 | $46,053 | — |
| Net Investment Income | $56,123 | $59,640 | $49,100 |
| Distributable Amount | $71,097 | $39,716 | $44,159 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Doctors Without Borders Usa ($13,000), Carroll Center for the Blind ($4,000), Committee on Temporary Shelter ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BANCROFT SCHOOL WORCESTER, MA | GENERAL SUPPORT | $2,000 |
| CARROLL CENTER FOR THE BLIND NEWTON, MA | GENERAL SUPPORT | $4,000 |
| COMMITTEE ON TEMPORARY SHELTER BURLINGTON, VT | GENERAL SUPPORT | $4,000 |
| KEEPING TRACK RICHMOND, VT | GENERAL SUPPORT | $2,000 |
| MASS AUDUBON - BROAD MEADOW BROOK WORCESTER, MA | GENERAL SUPPORT | $2,000 |
| SPECTRUM YOUTH AND FAMILY SERVICES BURLINGTON, VT | GENERAL SUPPORT | $2,000 |
| VERMONT COMMONS SCHOOL SOUTH BURLINGTON, VT | SCHOLARSHIPS | $2,000 |
| VERMONT YOUTH CONSERVATION CORPS RICHMOND, VT | GENERAL SUPPORT | $3,000 |
| WORCESTER YOUTH CENTER WORCESTER, MA | GENERAL SUPPORT | $3,500 |
| CLEAN OCEAN ACCESS MIDDLETOWN, RI | GENERAL SUPPORT | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILLIPS S DAVIS | TRUSTEE | 1 | $5,000 |
| MATTHEW A FARGO | TRUSTEE | 1 | — |
| TAYLOR FARGO STRACHAN | TRUSTEE | 1 | — |
| TESS ELIZABETH FARGO | TRUSTEE | 1 | — |
| GRIFFIN H FARGO | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Hart Foundation Co Phillips S Davis?
As of 2024, Hart Foundation Co Phillips S Davis holds $1.1M in total assets with $65K in annual revenue. It awarded 18 grants totaling $52K in 2024.
Where does Hart Foundation Co Phillips S Davis operate?
Hart Foundation Co Phillips S Davis has awarded grants in Massachusetts, New York, Rhode Island, Texas, Vermont.
What size grants does Hart Foundation Co Phillips S Davis award?
In 2024, Hart Foundation Co Phillips S Davis awarded 18 grants totaling $52K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Hart Foundation Co Phillips S Davis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hart Foundation Co Phillips S Davis reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hart Foundation Co Phillips S Davis's EIN?
Hart Foundation Co Phillips S Davis's EIN (Employer Identification Number) is 04-2775692. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.