Jim and Janet Harvey Family Charitable

Private foundation · Grantmaker Westborough, MA EIN: 87-3545597

Jim and Janet Harvey Family Charitable is a private foundation, based in Westborough, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 4 grants totaling $152K. Net investment income was $292K.

Key facts about Jim and Janet Harvey Family Charitable

In short: Jim and Janet Harvey Family Charitable gave $152K across 4 grants in 2025 (avg $38K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
87-3545597
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$151,500
Grants made (2025)
4
Average grant
$37,875
Median grant
$30,750
Total assets
$4,818,466
Primary geography
Massachusetts (83% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.8M

+3.0% YoY

Annual Giving

$152K

-60.6% YoY

Grant Count

4

-71.4% YoY

Avg Grant Size

$38K

+37.7% YoY

Under IRS private-foundation payout rules, Jim and Janet Harvey Family Charitable reported a distributable amount of $273K for 2025 — the minimum it must pay out in qualifying distributions.

How Jim and Janet Harvey Family Charitable gives

  • Giving held roughly steady from 2022 to 2025 (+8%). Method
  • In 2025 it paid out 56% 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.

Your AI grants department

Ready to take the next step with Jim and Janet Harvey Family Charitable?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

WestboroughBostonWorcesterHopkintonMarlboroughNew YorkTauntonCetlettFraminghamNorthboroughUpton

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K0 grants2021 1 grant2022 11 grants2023 14 grants2024 4 grants2025

From 2022 to 2025, annual grant giving ranged from $140K (2022) to $385K (2024). In 2025 it made 4 grants totaling $152K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Westborough Women's Club: $65KWestborough Women's Club$65KAssabet Valley Regional High School: $37KAssabet Valley Regional HighSchool$37KSmile Train: $25KSmile Train$25KBlackstone Valley Regional Vocational Technical High School: $25KBlackstone Valley RegionalVocational Technical High…$25K

The largest 2025 recipient was Westborough Women's Club ($65K). Together the top 4 received $152K.

Grant Size Distribution

30 grants across all recorded years

27<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 30 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Westborough Women's Club Westborough, MACharitable$65,000
Assabet Valley Regional High School Marlborough, MACharitable$36,500
Smile Train New York, NYCharitable$25,000
Blackstone Valley Regional Vocational Technical High School Upton, MACharitable$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,818,466$4,679,553$4,919,433
Revenue$336,232$192,339$196,897
Expenses$197,319$432,219$251,019
Qualifying Distributions$153,475$388,450$212,450
Net Investment Income$292,388$148,570$158,228
Distributable Amount$272,558$256,919$247,502

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Jim and Janet Harvey Family Charitable is led by Steven A. Harvey, President & Director on every filing since 2021; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steven A. Harvey

    President & Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Dean Polymeros

    Treasurer, Clerk & Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Douglas H. Harvey

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • George P. Moore

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Jim and Janet Harvey Family Charitable

How much does Jim and Janet Harvey Family Charitable give each year?

Jim and Janet Harvey Family Charitable gave $152K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $385K across 14 grants.

What is Jim and Janet Harvey Family Charitable's typical grant size?

Jim and Janet Harvey Family Charitable's median grant in 2025 was $30,750, and its average grant was $37,875, across 4 grants on its 2025 IRS Form 990-PF.

Where does Jim and Janet Harvey Family Charitable give grants?

Jim and Janet Harvey Family Charitable gives mostly in Massachusetts: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%).

Does Jim and Janet Harvey Family Charitable give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Jim and Janet Harvey Family Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).

How large is Jim and Janet Harvey Family Charitable?

Jim and Janet Harvey Family Charitable reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $273K (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 Jim and Janet Harvey Family Charitable's EIN?

Jim and Janet Harvey Family Charitable's EIN (Employer Identification Number) is 87-3545597. 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.

Your AI grants department

Here's the math on researching Jim and Janet Harvey Family Charitable by hand.

Explore Open Grants

Browse active grant opportunities in Jim and Janet Harvey Family Charitable's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Massachusetts

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation funds systemic efforts to advance economic inclusion and mobility, including small-business equity, early childhood development, affordable housing, and workforce development. Its programs range from $1,000–$10,000 for Community Donations, up to $15,000 for CITC Grants, and $50,000–$150,000 for Impact Grants; it supports organizations primarily in Massachusetts, New Hampshire, and Rhode Island. The foundation accepts online applications, with no specific submission deadlines stated.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

American Tower Corporation Foundation

Boston, MA

Philanthropy, Voluntarism & Grantmaking

Assets

$15.4M

Grants

632

Total Given

$1.7M

Conston Foundation

Narberth, PA

The Conston Foundation’s 2024 grants supported health care, hunger relief, refugee services, and Jewish organizations, with most funding going to Pennsylvania and additional grants in New York and elsewhere. Grants ranged from $200 to $15,000, with a median of $1,000. It funds preselected organizations only and does not accept unsolicited requests.

Assets

$1.7M

Grants

53

Total Given

$95K

Barr Foundation

Boston, MA

Barr Foundation funds arts and creativity, climate, education, and related initiatives, primarily supporting organizations and leaders in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. It welcomes inquiries through program pages and occasionally issues open requests for proposals; most grants go to returning partners.

Assets

$1.9B

Grants

903

Total Given

$123.2M

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds nonprofits working on basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, primarily in the Boston area, with grants also made in other states. Its 2024 grants had a median of $35,000 and ranged from $2,500 to $11 million; it accepts online applications on a rolling basis, with no stated deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)

Woburn, MA

The foundation supports nonprofits focused on human services, education, healthcare, fairness and justice, and environmental causes, primarily in greater Boston and eastern Massachusetts, with limited support for Rwanda’s recovery. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal for its local grant program.

Philanthropy, Voluntarism & Grantmaking

Assets

$258.2M

Grants

658

Total Given

$38.2M

Good Sports Inc

Braintree, MA

Good Sports provides free sports equipment, footwear, and apparel to established schools and community organizations running ongoing youth sports and physical-activity programs in high-need communities; it serves all 50 states and Puerto Rico. In 2025, grants ranged from $5,004 to $229,133, with a median of $12,781. Youth programs and schools can apply through its community-organization application process.

Assets

$13.8M

Grants

619

Total Given

$11.2M

The Stephen Phillips Memorial Scholarship Fund Inc

Boston, MA

The Stephen Phillips Memorial funds need- and merit-based scholarships for bachelor’s students, generally awarding $3,000–$17,000 (with typical annual awards of $6,000–$10,000). Applicants must be permanent residents of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, or Vermont, but may attend college anywhere in the United States. Students apply through the online portal; the profile does not state whether unsolicited requests are accepted.

Education

Assets

$41.6M

Grants

520

Total Given

$5.1M

Berkshire Bank Foundation Inc

Pittsfield, MA

Berkshire Bank Foundation supports nonprofits working on small-business growth, financial inclusion, affordable housing, and additional needs including health, food access, youth, and the arts. Recent grants ranged from $50 to $33,333, with a median of $2,500; it serves communities in Connecticut, Massachusetts, New York, Rhode Island, and Vermont, though all 2024 grant dollars went to Massachusetts. It accepts written applications from eligible 501(c)(3) public charities, with quarterly deadlines on December 15, March 15, June 15, and September 15.

Assets

$17.1M

Grants

478

Total Given

$2.0M

More Funders in Massachusetts

Jim and Janet Harvey Family Charitable down — hundreds of funders to go?

Want AI to do this for you?