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.
Hart Foundation Co Phillips S Davis at a glance
In short: Hart Foundation Co Phillips S Davis gave $52K across 18 grants in 2024 (avg $3K), top state Vermont. 50% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $52,000
- Grants made (2024)
- 18
- Average grant
- $2,889
- Median grant
- $2,000
- Total assets
- $1,109,697
- New grantees (estimate)
- 50% first-time grantees (9 of 18, 2024; small sample)
- Primary geography
- Vermont (39% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 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 2024
The largest 2024 recipient was Doctors Without Borders USA ($13K). Together the top 10 received $39K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 56 grants of 56 (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 2024 grant dollars across all 18 itemized grants.
Cities
Is Hart Foundation Co Phillips S Davis open to new grantees?
50%
first-time grantees, 2024
In 2024, 9 of 18 grantees (50%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $2K first-time, $2K repeat.
- Giving grew 22% from 2021 to 2024. Method
- In 2024 it paid out 79% 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 (2020–2024). 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 2020 to 2024, annual grant giving ranged from $24K (2020) to $52K (2024). In 2024 it made 18 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Doctors Without Borders USA New York, NY | General Support | $13,000 |
| Carroll Center for the Blind Newton, MA | General Support | $4,000 |
| Committee on Temporary Shelter Burlington, VT | General Support | $4,000 |
| Worcester Youth Center Worcester, MA | General Support | $3,500 |
| Vermont Youth Conservation Corps Richmond, VT | General Support | $3,000 |
| Clean Ocean Access Middletown, RI | General Support | $2,500 |
| National Education for Princeton, MA | General Support | $2,500 |
| Bancroft School Worcester, MA | General Support | $2,000 |
| Keeping Track Richmond, VT | General Support | $2,000 |
| Mass Audubon - Broad Meadow Brook Worcester, MA | General Support | $2,000 |
Ready to take the next step with Hart Foundation Co Phillips S Davis?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 |
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.
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.
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 2024 filing lists 5 officers; 1 of 5 officers listed in 2024 is compensated.
Officers on the 2024 filing
Phillips S. Davis
Trustee
On filings since 2020
1 hr/week
$5K (2024)
Matthew A. Fargo
Trustee
On filings since 2020
1 hr/week
No compensation reported
Taylor Fargo Strachan
Trustee
On filings since 2020
1 hr/week
No compensation reported
Griffin H. Fargo
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Tess Elizabeth Fargo
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Elizabeth Fargo (2022) — Trustee
- Former: Barbara E. Fargo (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $5K, 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 $52K across 18 grants in 2024, according to its 2024 IRS Form 990-PF.
What is Hart Foundation Co Phillips S Davis's typical grant size?
Hart Foundation Co Phillips S Davis's median grant in 2024 was $2,000, and its average grant was $2,889, across 18 grants on its 2024 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's top state is Vermont, with 39% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Massachusetts (27%) and New York (25%). The most frequent recipient cities were Burlington, VT (4 grants), Worcester, MA (3 grants) and Richmond, VT (3 grants).
Does Hart Foundation Co Phillips S Davis give general operating support?
Yes: 94% of Hart Foundation Co Phillips S Davis's 2024 grants with a stated purpose (17 of 18) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Hart Foundation Co Phillips S Davis's largest grantees?
Hart Foundation Co Phillips S Davis's largest 2024 grantees include Doctors Without Borders USA ($13,000), Carroll Center for the Blind ($4,000) and Committee on Temporary Shelter ($4,000), according to its 2024 IRS Form 990-PF. Together they received 40% of its itemized 2024 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 2024 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $71K (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 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Massachusetts
Massachusetts Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Hart Foundation Co Phillips S Davis's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Vermont Community Foundation
Middlebury, VT
The Vermont Community Foundation funds nonprofits working on economic equity, education, health, climate, democracy, and community resilience, with a focus on Vermont communities. Its 2024 grants had a median amount of $18,000, though giving varied widely; some programs list awards from $250 to $25,000. RALI is invitation-only, and the Paul Post Fund accepts applications on a rolling basis; the profile does not state whether other programs accept unsolicited requests.
Assets
$370.6M
Grants
728
Total Given
$46.3M
TD Charitable Foundation
Portland, ME
TD Charitable Foundation funds education, human services, housing and eviction prevention, nonprofit training, and community initiatives, with emphasis on inclusion and underserved and low-to-moderate-income communities. Its 2025 grants ranged from $300 to $250,000, with a median of $10,000; its filing lists a typical award range of $135–$475,000. It focuses primarily on Florida, New Jersey, and New York, and its 2023 filing says applications are available online; applicants must be eligible 501(c)(3) public charities in states with a TD Bank branch.
Assets
$9.1M
Grants
1,003
Total Given
$24.9M
Mascoma Bank Foundation
Lebanon, NH
The foundation supports education, social services, arts, and healthcare, among other community needs, for organizations within Mascoma Bank’s lending area. Its 2025 grants ranged from $1,000 to $50,000, with a median of $10,000; funding went mainly to organizations in Vermont, New Hampshire, and Maine. It accepts applications through the Mascoma Bank website and considers them quarterly.
Assets
$7.2M
Grants
35
Total Given
$499K
George W Mergens Foundation
Milton, VT
The foundation funds Vermont nonprofits serving youth, with support for educational and experiential opportunities and related programs that benefit children and families. Its 2025 grants ranged from $800 to $50,000, with a median of $9,130. It accepts unsolicited requests through its online process on a rolling basis.
Assets
$16.3M
Grants
95
Total Given
$1.0M
Ruth & Peter Metz Family Foundation Inc
Westfield, NJ
The foundation supports a wide range of charitable organizations, with most 2025 grant dollars going to recipients in Massachusetts and Vermont. Its 75 grants ranged from $700 to $75,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$10.0M
Grants
75
Total Given
$576K
The Morris & Bessie Altman Foundation
Shelburne, VT
The Morris & Bessie Altman Foundation supports education, food assistance, civic engagement, and community organizations, with most of its giving going to Vermont recipients. In 2024, grants ranged from $500 to $80,000, with a median of $1,000. It accepts requests in any format and does not limit giving to preselected organizations.
Assets
$8.0M
Grants
67
Total Given
$602K
More similar funders
More Funders in Massachusetts
Cite this profile
Grantable. (2026). Hart Foundation Co Phillips S Davis funder profile. GrantGraph. Retrieved October 16, 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 2026-10-16. 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.
Hart Foundation Co Phillips S Davis down — hundreds of funders to go?