The South Carolina State Capitol

Form 990-PFTax year 2025EIN 04-6725545

Charles E Harwood Trust

A private foundation in Bluffton, SC. Its return for tax year 2025 lists 13 grants and $262,448 paid in grants.

Tax year 2025 (period ending Jun 30, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Kathy Adam
2 Penny Lane
Peabody, MA 01960
(978) 502-9588
[email protected]
Form and materials
501 (c) (3) exemption letter and latest annual report to be included with request
Deadlines
No submission deadlines
Restrictions
Yes - one half of the income shall be distributed to vermont academy and shriners hospital for crippled children. The balance of income to be distributed to such exempt organizations as are discribed in IRS code, section 170 (C)(2)(B).
Contact
Janice W Sinclair
PO Box 3792
Bluffton, SC 29910
(978) 270-6959
[email protected]
Form and materials
501 (c) (3) exemption letter and latest annual report to be included with request
Deadlines
No submission deadlines
Restrictions
Crippled children. The balance of income to be distributed to such exempt organizations as are discribed in IRS code, section 170 (C)(2)(B).

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $262,448

    Grants listed
    13
    Assets, end of year
    $3,083,282
  • Tax year 2024

    $213,812

    Grants listed
    14
    Assets, end of year
    $3,218,814
  • Tax year 2023

    $228,324

    Grants listed
    15
    Assets, end of year
    $3,200,189
  • Tax year 2022

    $270,462

    Grants listed
    16
    Assets, end of year
    $3,343,069
  • Tax year 2021

    $230,856

    Grants listed
    10
    Assets, end of year
    $3,576,372
  • Tax year 2020

    $232,970

    Grants listed
    11
    Assets, end of year
    $3,724,322

Grants paid in 2025

13 grants, largest first

As listed on the return.

  1. Shrinners HospitalTampa, FL

    Charitable - shriners boston burn institute

    $65,612
  2. Vermont AcademySaxtons River, VT

    Charitable general fund

    $65,612
  3. Adaptive Golf Experience IncBeaufort, SC

    Charitable general fund

    $30,000
  4. Honor Connor IncWest Simsbury, CT

    Charitable general fund

    $15,000
  5. Lake Region Search and RescueLaconia, NH

    Charitable general fund

    $10,612
  6. Family AidBoston, MA

    Charitable general fund

    $10,000
  7. Hospice of the North ShoreDanvers, MA

    Charitable general fund

    $10,000
  8. Mscpa at Northeast Animal ShelterSalem, MA

    Charitable general fund

    $10,000
  9. Northeast ARCDanvers, MA

    Charitable general fund

    $10,000
  10. Hidden Battles Foundation IncDracut, MA

    Charitalbe general fund

    $10,000
  11. The Learning ProjectBoston, MA

    Charitable general fund

    $10,000
  12. The Jimmy FundBrookline, MA

    Charitable general fund

    $10,000
  13. Neer North IncWest Newbury, MA

    Charitable general fund

    $5,612

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $95,61279% of the total
  2. Mental health2 grants $25,00021% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts8 grants $75,612
  2. Florida1 grant $65,612
  3. Vermont1 grant $65,612
  4. South Carolina1 grant $30,000
  5. Connecticut1 grant $15,000
  6. New Hampshire1 grant $10,612

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Janice W SinclairCO-TRUSTEE Hours 4Pay $24,276
  • Kathy AdamCO-TRUSTEE Hours 4Pay $24,276

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Keith and Deborah Wandell Charitable FoundationBluffton, SC 6 grants Preselected only $476,231 giving
  2. Howley Family FoundationBluffton, SC 9 grants Preselected only $116,853 giving
  3. Joan Sasser Coker and Charles Westfield Coker Charitable FoundationHartsville, SC 38 grants Preselected only $259,337 giving
  4. The Kilrea FoundationHilton Head Island, SC 18 grants Preselected only $257,900 giving
  5. Harry H Gibson Family FoundationSpartanburg, SC 52 grants Preselected only $256,609 giving