The Penn Harris Charitable Trust

Foundation · Grantmaker New York, NY EIN: 38-7120735

The Penn Harris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $607K in total assets. In 2025, it awarded 7 grants totaling $35K. Net investment income was $32K.

Key facts about The Penn Harris Charitable Trust

In short: The Penn Harris Charitable Trust gave $35K across 7 grants in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
38-7120735
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,144
Grants made (2025)
7
Average grant
$5,021
Median grant
$2,500
Total assets
$607,042
Primary geography
New York (89% 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

$607K

+28.1% YoY

Annual Giving

$35K

-6.3% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$5K

+7.1% YoY

Under IRS private-foundation payout rules, The Penn Harris Charitable Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

How The Penn Harris Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 84% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 7 itemized 2025 grant dollars.

Cities

New YorkIthacaBronxMacon

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants20195 grants20207 grants20218 grants20229 grants20238 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

New Alternatives for Children Inc: $15KNew Alternatives for ChildrenInc$15KTamid Nyc: $9KTamid Nyc$9KWesleyan College: $4KWesleyan College$4KCornell University: $3KCornell University$3KSpence School: $3KSpence School$3KMichael J Fox Foundation: $2KMichael J Fox Foundation$2KLrei: $500Lrei$500

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
NEW ALTERNATIVES FOR CHILDREN INC New York, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$15,000
TAMID NYC New York, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$8,795
WESLEYAN COLLEGE Macon, GATO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$3,849
CORNELL UNIVERSITY Ithaca, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$2,500
SPENCE SCHOOL New York, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$2,500
MICHAEL J FOX FOUNDATION New York, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$2,000
LREI New York, NYTO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202020212022202320242025
Metric202520242023
Total Assets$607,042$473,994$496,662
Revenue$173,379$18,634$298,339
Expenses$40,331$41,302$40,474
Qualifying Distributions$36,544$38,752$37,699
Net Investment Income$32,004$32,686$34,213
Distributable Amount$43,298$36,639$14,629

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 11, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 20, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

The Penn Harris Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Allison D. Penn

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Armin S. Harris

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 The Penn Harris Charitable Trust

How much does The Penn Harris Charitable Trust give each year?

The Penn Harris Charitable Trust gave $35K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 8 grants.

What is The Penn Harris Charitable Trust's typical grant size?

The Penn Harris Charitable Trust's median grant in 2025 was $2,500, and its average grant was $5,021, across 7 grants on its 2025 IRS Form 990-PF.

Where does The Penn Harris Charitable Trust give grants?

The Penn Harris Charitable Trust gives mostly in New York: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (11%). The most frequent recipient cities were New York, NY (5 grants).

Does The Penn Harris Charitable Trust give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on The Penn Harris Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are The Penn Harris Charitable Trust's largest grantees?

The Penn Harris Charitable Trust's largest 2025 grantees include New Alternatives for Children Inc ($15,000), Tamid Nyc ($8,795) and Wesleyan College ($3,849), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.

How large is The Penn Harris Charitable Trust?

The Penn Harris Charitable Trust reported $607K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).

What is The Penn Harris Charitable Trust?

The Penn Harris Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. It holds $607K in total assets as of 2025.

What is The Penn Harris Charitable Trust's EIN?

The Penn Harris Charitable Trust's EIN (Employer Identification Number) is 38-7120735. IRS Form 990 filing data is available on this page for 2019–2025.

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

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