Constance Hartwell Charitable Trust FY2023 filing

Carmel, CAGovernment-related / quasi-public EIN 68-6251551Revenue $517K in FY2023Latest return filed Jun 10, 2026

On file with the IRSCarmel, CATax-exempt since 0000

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$106K paid to officers and key staff.
Pay: 990-PF Part VIII

Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990-PF
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
1 of 7
filings with a surplus
Average deficit $365K a year · 85% of revenue · last 7 filings
A surplus in 1 of the last 7 filings.
990-PF Pt I · 7 filings
Pay to officers and key staff
$106K
to officers and key staff · 11% of spending
Pay to officers and key staff is 11% of spending.
990-PF Part VIII
2.5 mo
of spending, in cash
2.5 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$517K
+421% vs prior year
Spent
$933K
Net assets
$10.1M
By yearFY2019–FY2025
Revenue
$517K
FY2023▲ +421%
Tap a bar for its year
Revenue by fiscal year
FY2019$581K
FY2020$238K
FY2021$793K
FY2022−$161K
FY2023$517K
FY2024$359K
FY2025$668K
Expenses
$933K
FY2023▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2019$924K
FY2020$707K
FY2021$726K
FY2022$811K
FY2023$933K
FY2024$717K
FY2025$734K
Net assets
$10.1M
FY2023▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2019$11.7M
FY2020$11.2M
FY2021$11.3M
FY2022$10.3M
FY2023$10.1M
FY2024$9.8M
FY2025$9.7M

From the FY2023 Form 990 · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 83% · $778K Operating & administrative 17% · $155K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $106K paid to officers and key staff (990-PF Part VIII).

990-PF Part VIII · reportable compensation
$105,719990-PF Pt VIII

Compensation history total reportable pay by year · 1 named individual · 990-PF Part VIII

NameFY2025FY2024FY2023
Joseph P Ferry$118,728$109,901$105,719

Total reportable compensation (Form 990-PF Part VIII column (c) / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Constance Hartwell Charitable Trust executive salaries →

Programs and updates

A government-related organization based in Carmel, CA.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 3 grants · $559K · 2025–2025
Department of Developmental ServiceFY2025$186,340
Canyon Springs Community FacilityFY2025$186,340
Individual RecipientFY2025$186,340

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$186K
Median grantPart XV$186K
Largest grantPart XV$186K

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$517K
Investment income$446K
Other income$71K
Money out
$933K
Grants paid$778K
Running costs$155K
Owns and owes
$10.1M
net assets
Cash and savings$192K
Total assets$10.1M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$446K
Other income$71K
Total revenue$517K
Assets in detailEnd of year
Cash and savings together$192K
Total assets$10.1M
Liabilities$0
Net assets$10.1M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 10, 2026 $668K$734K−$66K$9.7M 990 PDF
FY2024Filed with the IRS May 11, 2025 $359K$717K−$358K$9.8M 990 PDF
FY2023 ViewingFiled with the IRS Apr 29, 2025 $517K$933K−$416K$10.1M 990 PDF
FY2022Filed with the IRS Jun 8, 2023 −$161K$811K−$972K$10.3M 990 PDF
FY2021Filed with the IRS May 5, 2022 $793K$726K$66K$11.3M 990 PDF
FY2020Filed with the IRS Jun 22, 2021 $238K$707K−$469K$11.2M 990 PDF
FY2019Filed with the IRS Jul 5, 2022 $581K$924K−$343K$11.7M 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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