Nonprofit · EIN 04-2775692
HART FOUNDATION
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $91,625 | $64,322 | $27,303 | $1,138,008 | $0 | $1,138,008 |
| October 31, 2024 | 990-PF | $65,171 | $64,538 | $633 | $1,109,697 | $0 | $1,109,697 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $3,000
- Dividends
- $23,958
- Net gain from sales of assets
- $64,667
Expenses
- Grants and similar amounts paid
- $54,000
- Compensation of officers, directors and key employees
- $6,678
- Disbursements for charitable purposes
- $57,374
- Excise tax on investment income
- $1,135
Balance sheet and other
- Total assets, start of year
- $1,109,697
- Total assets, end of year
- $1,138,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,138,008
- Fair market value of assets
- $1,873,976
- Qualifying distributions
- $57,374
- Net investment income
- $88,625
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIPS S DAVIS 10 BAYPATH DRIVE, BOYLSTON, MA 01505 | TRUSTEE | 1 | $6,678 |
| MATTHEW A FARGO 509 WOODS HOLLOW RD, WESTFORD, VT 05494 | TRUSTEE | 1 | $0 |
| TAYLOR FARGO STRACHAN 57 BITTERSWEET LANE, BURLINGTON, VT 05401 | TRUSTEE | 1 | $0 |
| TESS ELIZABETH FARGO 200 NORTH 11TH ST 3B, BROOKLYN, NY 11211 | TRUSTEE | 1 | $0 |
| GRIFFIN H FARGO 18 ORCHARD TERRACE, WINOOSKI, VT 05404 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIPS S DAVIS 10 BAYPATH DRIVE, BOYLSTON, MA 01505 | TRUSTEE | 1 | $5,000 |
| MATTHEW A FARGO 509 WOODS HOLLOW RD, WESTFORD, VT 05494 | TRUSTEE | 1 | $0 |
| TAYLOR FARGO STRACHAN 57 BITTERSWEET LANE, BURLINGTON, VT 05401 | TRUSTEE | 1 | $0 |
| TESS ELIZABETH FARGO 200 NORTH 11TH ST 3B, BROOKLYN, NY 11211 | TRUSTEE | 1 | $0 |
| GRIFFIN H FARGO 18 ORCHARD TERRACE, WINOOSKI, VT 05404 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
- In care of
- % PHILLIPS S DAVIS
- Signed the 990-PF
- PHILLIPS S DAVIS, TRUSTEE
- Phone
- (508) 459-8000
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | Check at the IRS |
IRS record
- EIN
- 04-2775692
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,138,008
- Income (IRS master file)
- $143,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $91,625 | $64,322 | $1,138,008 | XML |
| 990-PF | October 2024 | $65,171 | $64,538 | $1,109,697 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2775692).
Questions about HART FOUNDATION
- What is the EIN of HART FOUNDATION?
- The employer identification number (EIN) of HART FOUNDATION is 04-2775692.
- Is HART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HART FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HART FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $6,678 (PHILLIPS S DAVIS, TRUSTEE).
- How much revenue does HART FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $91,625, expenses of $64,322 and total assets of $1,138,008 at year end.
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