Hart Foundation Co Phillips S Davis
Hart Foundation Co Phillips S Davis is a private foundation based in Worcester, Massachusetts. It made 18 grants totaling $52,000 in 2024 to organizations in Vermont, Massachusetts, New York, and Rhode Island. Its 2025 filing, the latest on this page, reports 17 grants totaling $54,000.
Hart Foundation Co Phillips S Davis at a glance
In short: Hart Foundation Co Phillips S Davis gave $54K across 17 grants in 2025 (avg $3K), mostly in Vermont. 100% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $54,000
- +3.8% vs 2024
- Grants made (2025)
- 17
- -5.6% vs 2024
- Average grant
- $3,176
- +10.0% vs 2024
- Median grant
- $3,000
- Total assets
- $1,138,008
- +2.6% vs 2024
- New grantees (estimate)
- 100% first-time grantees (17 of 17, 2025; small sample)
- Primary geography
- Vermont (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hart Foundation Co Phillips S Davis
- How to Apply
-
The foundation’s 2023 filing says requests should be submitted in letter form with evidence of the organization’s tax-exempt status. It lists no restrictions on awards.
- Review Cycle
- The 2023 filing says requests should be submitted prior to August 31. That date has passed for 2026; the filing does not specify a year for the deadline.
- Deadline
- The 2023 filing says requests should be submitted prior to August 31.
- Contact
Application contact: Matthew A Fargo
Mailing address: 509 Woods Hollow Rd, Westford, VT 05494
Phone: (508) 459-8000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hart Foundation Co Phillips S Davis funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mercy Connections CK 214 11/5/24 - CK 204 11/13/24 ($6K). Together the top 10 received $39K.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 73 grants of 73 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 39% of grant dollars went to recipients in Vermont, 27% to Massachusetts, 25% to New York, and 9% to Rhode Island.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Hart Foundation Co Phillips S Davis open to new grantees?
100%
first-time grantees, 2025
In 2025, 17 of 17 grantees (100%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $3K. How we count
- 0% of 2025 grantees were also funded in 2024. Method
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 71% 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 (2019–2025). 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 2019 to 2025, annual grant giving ranged from $24K (2020) to $54K (2025). In 2025 it made 17 grants totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mercy Connections CK 214 11/5/24 - CK 204 11/13/24 Burlington, VT | General Support | $6,000 |
| Vermont Youth Conservation Corps CK 208 11/7/24 Richmond, VT | General Support | $5,000 |
| Keeping Track Inc CK 212 11/15/24 Richmond, VT | General Support | $4,000 |
| Massachusetts Audubon Society Inc CK 213 11/7/24 Worcester, MA | General Support | $4,000 |
| Carroll Center for the Blind CK 198 12/4/24 Newton, MA | General Support | $4,000 |
| Worcester Youth Center CK 210 11/7/24 Worcester, MA | General Support | $3,500 |
| Committee on Temporary Shelter CK 199 11/12/24 Burlington, VT | General Support | $3,000 |
| Willard House and Clock Museum CK 209 11/15/24 North Grafton, MA | General Support | $3,000 |
| Literacy Volunteers of Greater Worcester CK 202 11/29/24 Worcester, MA | General Support | $3,000 |
| Doctors Without Borders CK 200 11/19/24 New York, NY | Core Programming | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,138,008 | $91,625 | $64,322 | $54,000 | 17 | $57,374 | $81,677 | $80,627 |
| 2024 | $1,109,697 | $65,171 | $64,538 | $52,000 | 18 | $56,376 | $56,123 | $71,097 |
| 2022 | $572,193 | $67,103 | $50,516 | $44,000 | 14 | $46,053 | $59,640 | $39,716 |
| 2021 | $555,606 | $57,712 | $51,143 | $42,500 | 14 | — | $49,100 | $44,159 |
| 2020 | $549,037 | $55,661 | $29,673 | $24,000 | 10 | — | $48,861 | $34,245 |
| 2019 | $523,049 | $63,912 | $40,473 | $32,500 | 15 | — | $57,381 | $32,971 |
Under IRS private-foundation payout rules, Hart Foundation Co Phillips S Davis reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, the Committee on Temporary Shelter says it provides emergency shelter, services, and housing for people who are homeless or marginally housed in Vermont and advocates for long-term solutions to homelessness. The Worcester Youth Center describes its mission as providing services for disadvantaged youth, while the Vermont Youth Conservation Corps says it builds community through working and learning with the land.
Other 2024 grantees describe missions including improving coastal water quality and protecting shoreline access (Clean Ocean Access), meeting the needs of LGBTQIA2S+ youth and young adults (Youth Pride), and preparing students from pre-kindergarten through grade 12 to pursue their academic, personal, and social potential (Bancroft School). Mercy Connections says it empowers people to make significant life changes through education, mentoring, entrepreneurship, and community. Vermont Commons School describes its mission as scholarship, community, and global responsibility.
Grantmaking
In 2024, the foundation awarded 18 grants totaling $52,000. Grants ranged from $500 to $13,000, with a median of $2,000. The largest award was $13,000 to Doctors Without Borders USA for general support. Other notable awards included $4,000 each to the Carroll Center for the Blind and the Committee on Temporary Shelter; $3,500 to the Worcester Youth Center; and $3,000 to the Vermont Youth Conservation Corps. The Vermont Commons School received $2,000 for scholarships. The other listed grants were designated for general support. Its 2025 filing, the latest on this page, reports 17 grants totaling $54,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Phillips S Davis, Matthew A Fargo, Taylor Fargo Strachan, Tess Elizabeth Fargo, and Griffin H Fargo as trustees.
Hart Foundation Co Phillips S Davis's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Phillips S. Davis
Trustee
On filings since 2019
1 hr/week
$5K (2024) → $7K (2025)
Matthew A. Fargo
Trustee
On filings since 2019
1 hr/week
No compensation reported
Taylor Fargo Strachan
Trustee
On filings since 2019
1 hr/week
No compensation reported
Griffin H. Fargo
Trustee
On filings since 2024
1 hr/week
No compensation reported
Tess Elizabeth Fargo
Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Elizabeth Fargo (2022) — Trustee
- Former: Barbara E. Fargo (2019–2020) — Trustee
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 $7K, to Phillips S Davis (Trustee).
Frequently asked questions about Hart Foundation Co Phillips S Davis
How much does Hart Foundation Co Phillips S Davis give each year?
Hart Foundation Co Phillips S Davis gave $54K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 18 grants.
What is Hart Foundation Co Phillips S Davis's typical grant size?
Hart Foundation Co Phillips S Davis's median grant in 2025 was $3,000, and its average grant was $3,176, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hart Foundation Co Phillips S Davis that year got $3K on average.
Where does Hart Foundation Co Phillips S Davis give grants?
Hart Foundation Co Phillips S Davis gives mostly in Vermont: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (40%) and New York (6%). The most frequent recipient cities were Worcester, MA (4 grants), Burlington, VT (2 grants), Richmond, VT (2 grants) and Winooski, VT (2 grants).
Does Hart Foundation Co Phillips S Davis give general operating support?
Yes: 94% of Hart Foundation Co Phillips S Davis's 2025 grants with a stated purpose (16 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hart Foundation Co Phillips S Davis's largest grantees?
Hart Foundation Co Phillips S Davis's largest 2025 grantees include Mercy Connections CK 214 11/5/24 - CK 204 11/13/24 ($6,000), Vermont Youth Conservation Corps CK 208 11/7/24 ($5,000) and Keeping Track Inc CK 212 11/15/24 ($4,000), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Hart Foundation Co Phillips S Davis?
Hart Foundation Co Phillips S Davis reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $81K (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 Hart Foundation Co Phillips S Davis fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Hart Foundation Co Phillips S Davis?
The foundation’s 2023 filing says requests should be submitted in letter form with evidence of the organization’s tax-exempt status. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS December 4, 2019)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 23, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 3, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Hart Foundation Co Phillips S Davis funder profile. GrantGraph. Retrieved November 5, 2026, from https://grantable.co/funders/hart-foundation-co-phillips-s-davis-morg_4db1c74202ab49b489064fbc8318c66f
BibTeX
@misc{grantable_042775692_2026,
author = {{Grantable}},
title = {{Hart Foundation Co Phillips S Davis funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hart-foundation-co-phillips-s-davis-morg_4db1c74202ab49b489064fbc8318c66f},
note = {Accessed 2026-11-05. 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 Hart Foundation Co Phillips S Davis'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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