The California State Capitol

Form 990-PFTax year 2025EIN 68-6251551

Constance Hartwell Charitable Trust

A private foundation in Carmel, CA. Its return for tax year 2025 lists 3 grants and $559,020 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), 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

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

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

    $559,020

    Grants listed
    3
    Assets, end of year
    $9,718,169
  • Tax year 2024

    $559,020

    Grants listed
    3
    Assets, end of year
    $9,750,155
  • Tax year 2023

    $778,119

    Grants listed
    3
    Assets, end of year
    $10,108,386
  • Tax year 2022

    $605,826

    Grants listed
    3
    Assets, end of year
    $10,524,588
  • Tax year 2021

    $554,913

    Grants listed
    3
    Assets, end of year
    $11,294,610
  • Tax year 2020

    $529,320

    Grants listed
    3
    Assets, end of year
    $11,228,496
  • Tax year 2019

    $715,000

    Grants listed
    2
    Assets, end of year
    $11,697,370

Grants paid in 2025

3 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Philanthropic

    $186,340
  2. Individual

    Philanthropic

    $186,340
  3. Department of Developmental ServiceSacramento, CA

    Philanthropic

    $186,340

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. California1 grant $186,340

Officers, directors and trustees

1 person as filed

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

  • Joseph P FerryTrustee Hours 10Pay $118,728

The return

More foundations

Other foundations in California

  1. Karakoram Family FoundationLos Angeles, CA 11 grants Preselected only $559,500 giving
  2. Doelger Charitable TrustDaly City, CA 6 grants Preselected only $558,207 giving
  3. Takeo Yuki Charitable TrustLos Gatos, CA 6 grants Preselected only $558,000 giving
  4. Ellis Family Charitable FoundationAnaheim, CA 8 grants Accepts applications $557,833 giving
  5. Mental Research InstituteMenlo Park, CA 33 grants Preselected only $560,280 giving