Hathaway Memorial Charit Tr
Hathaway Memorial Charit Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 8 grants totaling $98K. Net investment income was $141K.
Hathaway Memorial Charit Tr at a glance
In short: Hathaway Memorial Charit Tr gave $98K across 8 grants in 2025 (avg $12K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $98,000
- +22.5% vs 2024
- Grants made (2025)
- 8
- +14.3% vs 2024
- Average grant
- $12,250
- +7.2% vs 2024
- Median grant
- $10,500
- Total assets
- $1,766,059
- +2.3% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hathaway Memorial Charit Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Congregational Christian Church ($30K). Together the top 8 received $98K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 32 grants of 33 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Hathaway Memorial Charit Tr gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $76K (2021) to $98K (2025). In 2025 it made 8 grants totaling $98K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregational Christian Church Somerset, MA | Unrestricted General | $30,126 |
| Friends Somerset Historic Preservation Somerset, MA | Unrestricted General | $20,500 |
| Somerset Berkley Regional School Dist Somerset, MA | Unrestricted General | $13,000 |
| Southcoast Opportunities for Artisans Somerset, MA | Unrestricted General | $12,000 |
| Somerset United Methodist Church Somerset, MA | Unrestricted General | $9,000 |
| Friends of the Somerset Council On Aging Somerset, MA | Unrestricted General | $6,500 |
| Somerset Baseball League Somerset, MA | Unrestricted General | $3,874 |
| Town of Somerset Middle School Somerset, MA | Unrestricted General | $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 | $1,766,059 | $171,220 | $130,288 | $98,000 | 8 | $101,519 | $141,213 | $107,020 |
| 2024 | $1,726,860 | $67,362 | $107,360 | $80,000 | 7 | $89,821 | $45,305 | $98,835 |
| 2023 | $1,726,159 | $-5,075 | $142,028 | $98,000 | 6 | $111,376 | $16,234 | $93,531 |
| 2022 | $1,841,269 | $352,910 | $127,839 | $96,577 | 6 | $107,566 | $333,026 | $103,832 |
| 2021 | $1,901,915 | $147,093 | $109,703 | $76,164 | 6 | — | $124,934 | $106,053 |
Under IRS private-foundation payout rules, Hathaway Memorial Charit Tr reported a distributable amount of $107K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hathaway Memorial Charit Tr's 2025 filing lists 6 officers; 5 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$24K (2022) → $25K (2025)
Allen Smith
Co-Trustee
On filings since 2023
1 hr/week
$1K (2023) → $0 (2025)
Charles E. Reed
Co-Trustee
On filings since 2023
1 hr/week
$3K (2023) → $2K (2025)
Cheryl L. Rieder
Co-Trustee
On filings since 2023
1 hr/week
$3K (2023) → $2K (2025)
Eydie A. Furtado
Co-Trustee
On filings since 2023
1 hr/week
$3K (2023) → $2K (2025)
Jamison Souza
Co-Trustee
On filings since 2023
1 hr/week
$2K (2023) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $25K, to Bank of America (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Hathaway Memorial Charit Tr
How much does Hathaway Memorial Charit Tr give each year?
Hathaway Memorial Charit Tr gave $98K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 7 grants.
What is Hathaway Memorial Charit Tr's typical grant size?
Hathaway Memorial Charit Tr's median grant in 2025 was $10,500, and its average grant was $12,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does Hathaway Memorial Charit Tr give grants?
Hathaway Memorial Charit Tr gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Somerset, MA (8 grants).
Does Hathaway Memorial Charit Tr give general operating support?
Yes: 100% of Hathaway Memorial Charit Tr's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hathaway Memorial Charit Tr's largest grantees?
Hathaway Memorial Charit Tr's largest 2025 grantees include Congregational Christian Church ($30,126), Friends Somerset Historic Preservation ($20,500) and Somerset Berkley Regional School Dist ($13,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Hathaway Memorial Charit Tr?
Hathaway Memorial Charit Tr reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $102K in qualifying distributions that year, against a required minimum of $107K (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 is Hathaway Memorial Charit Tr's EIN?
Hathaway Memorial Charit Tr's EIN (Employer Identification Number) is 04-6599655. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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