Nonprofit · EIN 68-6251551
CONSTANCE L HARTWELL CHARITABLE TR
Also known as JOSEPH P FERRY TTEE
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $668,168 | $733,997 | -$65,829 | $9,718,169 | $0 | $9,718,169 |
| December 31, 2024 | 990-PF | $359,198 | $717,429 | -$358,231 | $9,750,155 | $0 | $9,750,155 |
| December 31, 2023 | 990-PF | $516,893 | $933,095 | -$416,202 | $10,108,386 | $0 | $10,108,386 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $313,049
- Interest
- $8,564
- Net rental income
- $33,965
- Net gain from sales of assets
- $288,915
Expenses
- Grants and similar amounts paid
- $559,020
- Compensation of officers, directors and key employees
- $118,728
- Disbursements for charitable purposes
- $559,020
- Excise tax on investment income
- $6,855
Balance sheet and other
- Total assets, start of year
- $9,750,155
- Total assets, end of year
- $9,718,169
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,718,169
- Fair market value of assets
- $12,623,868
- Qualifying distributions
- $559,020
- Net investment income
- $668,168
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P FERRY 1348 10TH ST, SANTA MONICA, CA 904011903 | Trustee | 10 | $118,728 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P FERRY 1348 10TH ST, SANTA MONICA, CA 904011903 | Trustee | 10 | $109,901 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P FERRY 1348 10TH ST, SANTA MONICA, CA 904011903 | Trustee | 10 | $105,719 |
Address and contacts
- Address (IRS master file)
- 3675 VIA MAR MONTE, CARMEL, CA 93923-9420
- Signed the 990-PF
- JOSEPH P FERRY, Trustee
- Phone
- (310) 458-7548
- Return prepared by
- Northpoint Tax Wealth & Business Co
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6251551 or by the name CONSTANCE L HARTWELL CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-6251551
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,718,169
- Income (IRS master file)
- $4,655,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $668,168 | $733,997 | $9,718,169 | XML |
| 990-PF | December 2024 | $359,198 | $717,429 | $9,750,155 | IRS |
| 990-PF | December 2023 | $516,893 | $933,095 | $10,108,386 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 68-6251551).
Questions about CONSTANCE L HARTWELL CHARITABLE TR
- What is the EIN of CONSTANCE L HARTWELL CHARITABLE TR?
- The employer identification number (EIN) of CONSTANCE L HARTWELL CHARITABLE TR is 68-6251551.
- Is CONSTANCE L HARTWELL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CONSTANCE L HARTWELL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONSTANCE L HARTWELL CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONSTANCE L HARTWELL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CONSTANCE L HARTWELL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $118,728 (JOSEPH P FERRY, Trustee).
- How much revenue does CONSTANCE L HARTWELL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $668,168, expenses of $733,997 and total assets of $9,718,169 at year end.
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