Hartley Marcellus Char Tr Ua

DALLAS, TX EIN: 06-6131805

Hartley Marcellus Char Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $251K in total assets. In 2025, it awarded 1 grants totaling $8K. Net investment income was $23K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$251K

+2.4% YoY

Annual Giving

$8K

-23.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

-23.6% YoY

Under IRS private-foundation payout rules, Hartley Marcellus Char Tr Ua reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

About Hartley Marcellus Char Tr Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $51K (100%)

States

Connecticut

Cities

Newtown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$250,789	$244,985	$246,927
Revenue	$27,455	$8,712	$-769
Expenses	$22,122	$18,852	$18,628
Qualifying Distributions	$17,958	$14,940	$14,473
Net Investment Income	$22,722	$4,699	$2,794
Distributable Amount	$14,675	$14,368	$13,385

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Twenty Five Year Club ($8,327).

Recipient	Purpose	Amount
TWENTY FIVE YEAR CLUB NEWTOWN, CT	TO PROVIDE MEDICAL PAYMENT	$8,327

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,917

Frequently Asked Questions

How large is Hartley Marcellus Char Tr Ua?

As of 2025, Hartley Marcellus Char Tr Ua holds $251K in total assets with $27K in annual revenue. It awarded 1 grants totaling $8K in 2025.

Where does Hartley Marcellus Char Tr Ua operate?

Hartley Marcellus Char Tr Ua has awarded grants in Connecticut.

What size grants does Hartley Marcellus Char Tr Ua award?

In 2025, Hartley Marcellus Char Tr Ua awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Hartley Marcellus Char Tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Hartley Marcellus Char Tr Ua reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hartley Marcellus Char Tr Ua's EIN?

Hartley Marcellus Char Tr Ua's EIN (Employer Identification Number) is 06-6131805. IRS Form 990 filing data is available on this page for 2020–2025.

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

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