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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
+2.3% YoY
Annual Giving
$98K
+22.5% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$12K
+7.2% YoY
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.
About Hathaway Memorial Charit Tr
Based on IRS filings
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,766,059 | $1,726,860 | $1,726,159 |
| Revenue | $171,220 | $67,362 | $-5,075 |
| Expenses | $130,288 | $107,360 | $142,028 |
| Qualifying Distributions | $101,519 | $89,821 | $111,376 |
| Net Investment Income | $141,213 | $45,305 | $16,234 |
| Distributable Amount | $107,020 | $98,835 | $93,531 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Congregational Christian Church ($30,126), Friends Somerset Historic Preservation ($20,500), Somerset Berkley Regional School Dist ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONGREGATIONAL CHRISTIAN CHURCH SOMERSET, MA | UNRESTRICTED GENERAL | $30,126 |
| SOMERSET UNITED METHODIST CHURCH SOMERSET, MA | UNRESTRICTED GENERAL | $9,000 |
| SOMERSET BASEBALL LEAGUE SOMERSET, MA | UNRESTRICTED GENERAL | $3,874 |
| SOMERSET BERKLEY REGIONAL SCHOOL DIST SOMERSET, MA | UNRESTRICTED GENERAL | $13,000 |
| FRIENDS SOMERSET HISTORIC PRESERVATION SOMERSET, MA | UNRESTRICTED GENERAL | $20,500 |
| Friends of the Somerset Council On Aging Somerset, MA | UNRESTRICTED GENERAL | $6,500 |
| Southcoast Opportunities for Artisans Somerset, MA | UNRESTRICTED GENERAL | $12,000 |
| TOWN OF SOMERSET MIDDLE SCHOOL SOMERSET, MA | UNRESTRICTED GENERAL | $3,000 |
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 | $24,703 |
| CHARLES E REED | CO-TRUSTEE | 1 | $1,500 |
| ALLEN SMITH | CO-TRUSTEE | 1 | — |
| CHERYL L RIEDER | CO-TRUSTEE | 1 | $1,500 |
| EYDIE A FURTADO | CO-TRUSTEE | 1 | $1,530 |
| JAMISON SOUZA | CO-TRUSTEE | 1 | $1,500 |
Frequently Asked Questions
How large is Hathaway Memorial Charit Tr?
As of 2025, Hathaway Memorial Charit Tr holds $1.8M in total assets with $171K in annual revenue. It awarded 8 grants totaling $98K in 2025.
Where does Hathaway Memorial Charit Tr operate?
Hathaway Memorial Charit Tr has awarded grants in Massachusetts.
What size grants does Hathaway Memorial Charit Tr award?
In 2025, Hathaway Memorial Charit Tr awarded 8 grants totaling $98K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Hathaway Memorial Charit Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Hathaway Memorial Charit Tr reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Browse active grant opportunities in Hathaway Memorial Charit Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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