Private Foundation

CONSTANCE HARTWELL CHARITABLE TRUST

CONSTANCE HARTWELL CHARITABLE TRUST, of CARMEL, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $668K in revenue, $734K in expenses, $9.7M in total assets. IRS filings disclose 20 grants awarded by this foundation, totaling roughly $4.3M.

EIN: 686251551 CARMEL, CA Latest filing: 2025

Total Revenue$668K

Total Expenses$734K

Total Assets$9.7M

Grants Given20

Grant Total$4.3M

Filing Years2021–2025

Sample Grants Given

DEPARTMENT OF DEVELOPMENTAL SERVICE

SACRAMENTO, CA · 2025

PHILANTHROPIC

$186,340

CANYON SPRINGS COMMUNITY FACILITY

CATHEDRAL CITY, CA · 2025

PHILANTHROPIC

$186,340

PORTERVILLE DEVELOPMENTAL

PORTERVILLE, CA · 2025

PHILANTHROPIC

$186,340

PORTERVILLE DEVELOPMENTAL

PORTERVILLE, CA · 2024

PHILANTHROPIC

$186,340

DEPARTMENT OF DEVELOPMENTAL SERVICE

SACRAMENTO, CA · 2024

PHILANTHROPIC

$186,340

Showing up to 5 of 20 total records — full history available with membership.

Officers & Directors

Trustee Joseph P Ferry

Officer compensation and complete director data available with membership.

Top Grant Purposes

PHILANTHROPIC

$4,301,218 20 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$668K	$734K	$9.7M
2024	$359K	$717K	$9.8M
2023	$517K	$933K	$10.1M
2022	$-161K	$811K	$10.5M
2021	$793K	$726K	$11.3M

Between 2021 and 2025, reported annual revenue declined from $793K to $668K (-16%), with total assets most recently reported at $9.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CONSTANCE HARTWELL CHARITABLE TRUST

Complete financials, all 20 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports