Howarth Trust Fund
- Assets
- $3.2m
- Revenue
- $895.9k
- Investments
- $2.8m
- Employees
- 0
- Location
- Everett, WA
- Founding
- 11/1962
- Data as of
- 12/2023
- EIN
- 91-6053815
Organization Overview
Howarth Trust Fund is located in Everett, WA. The organization was established in 1962. 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. Howarth Trust Fund 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 12/2023, Howarth Trust Fund generated $895.9k in total revenue. All expenses for the organization totaled $240.3k during the year ending 12/2023. While expenses have increased by 1.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Howarth Trust Fund has awarded 106 individual grants totaling $1,364,740. 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 |
|---|---|---|---|
Elizabeth Campbell Secretary/trustee | 0.5 | $0 | |
H Roy Yates Vice President | 0.25 | $0 | |
Mary Ellen Denman Trustee | 0.25 | $0 | |
G Paul Carpenter President | 0.75 | $0 | |
Thomas Lane Trustee | 0.25 | $0 | |
Dan Gunderson Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $461,988 |
| Interest on Savings | $0 |
| Dividends & Interest | $53,806 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $380,071 |
| Capital Gain Net Income | $380,071 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $895,865 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,781 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30,474 |
| Total operating and administrative expenses | $35,290 |
| Contributions, gifts, grants paid | $205,000 |
| Total expenses and disbursements | $240,290 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $267,470 |
| 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 | $200,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,125,430 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,227,718 |
| 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, Howarth Trust Fund has awarded $276,500 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHERS BIG SISTERS PURPOSE: GRANT | $10,000 |
ASSISTANCE LEAGUE OF EVERETT PURPOSE: GRANT | $5,000 |
BOYS AND GIRLS CLUB PURPOSE: PROGRAM FUNDINGTEEN NIGHT PROGRAM | $10,000 |
CAMPFIRE USA PURPOSE: CAMPERSHIP PROGRAM | $8,000 |
CAMPFIRE USA PURPOSE: CAPITAL COMMITMENT | $10,000 |
COMPASS HEALTH PURPOSE: CAPITAL COMMITMENT | $20,000 |