Charles E Harwood Tr Udt 082391
- Assets
- $3.2m
- Revenue
- $165.3k
- Investments
- $2.6m
- Employees
- 0
- Location
- Bluffton, SC
- Founding
- 07/1993
- Data as of
- 06/2024
- EIN
- 04-6725545
Organization Overview
Charles E Harwood Tr Udt 082391 is located in Bluffton, SC. The organization was established in 1993. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles E Harwood Tr Udt 082391 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Charles E Harwood Tr Udt 082391 generated $165.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (18.9%) each year. All expenses for the organization totaled $308.2k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Charles E Harwood Tr Udt 082391 has awarded 52 individual grants totaling $962,612. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Janice W Sinclair Co-Trustee | 4 | $22,159 | |
Kathy Adam Co-Trustee | 4 | $22,159 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,928 |
| Dividends & Interest | $161,358 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $48 |
| Capital Gain Net Income | $48 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $165,334 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $44,318 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $469 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $178 |
| Total operating and administrative expenses | $79,890 |
| Contributions, gifts, grants paid | $228,324 |
| Total expenses and disbursements | $308,214 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,079 |
| Savings and temporary cash investments | $602,118 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,129,364 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,200,189 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles E Harwood Tr Udt 082391 has awarded $228,324 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
ONE BEAD - BOSTON PURPOSE: CHARITABLE GENERAL FUND | $10,000 |
COMPASSIONATE CURE ALS PURPOSE: CHARITABLE GENERAL FUND | $5,000 |
FRIENDS OF THE ROWLEY FREE PUBLIC LIBRARY PURPOSE: CHARITABLE GENERAL FUND | $12,290 |
FAMILY SERVICES OF THE MERRIMACK VALLEY INC PURPOSE: CHARITABLE GENERAL FUND | $12,291 |
HAYMAKERS FOR HOPE PURPOSE: CHARITABLE GENERAL FUND | $5,000 |
MASSACHUSETTS GENERAL HOSPITAL PURPOSE: CHARITABLE GENERAL FUND | $5,000 |