Constance Hartwell Charitable Trust

EIN 68-6251551 • Carmel, CA

3675 Via Mar MonteCarmel, CA 93293

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

-100%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

$109,901

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

-3.5%

Faster asset growth than 21% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

-31%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$9,750,155

Down $358,231 (-3.5%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$9,750,155

Down $358,231 (-3.5%) from 2023

Operations

Liabilities / Revenue25th percentile Net Margin5th percentile

Revenue

Down

$359,198

Down $157,695 (-31%) from 2023

Expenses

Down

$717,429

Down $215,666 (-23%) from 2023

Net Income

-$358,231

Up $57,971 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$9,750,155

Liabilities$0

Net Assets$9,750,155

Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$359,198

Expenses$717,429

Net Income-$358,231

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,750,155
Liabilities: $0
Net assets: $9,750,155
Revenue: $359,198
Expenses: $717,429
Net income: -$358,231

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.75	$0.00	$9.75	$0.36	$0.72	$0.36
2023Detailed filing. Detailed filing data is available for this year.	$10.1	$0.00	$10.1	$0.52	$0.93	$0.42
2022Detailed filing. Detailed filing data is available for this year.	$10.5	$0.20	$10.3	$0.16	$0.81	$0.97
2021Detailed filing. Detailed filing data is available for this year.	$11.3	$0.00	$11.3	$0.79	$0.73	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$11.2	$0.00	$11.2	$0.24	$0.71	$0.47
2019Detailed filing. Detailed filing data is available for this year.	$11.7	$0.00	$11.7	$0.58	$0.92	$0.34

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 11, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSEPH P FERRY	Trustee	PT	$109,901	-	$109,901

Filing and Contact Details

Filer

Filer Name: Constance Hartwell Charitable Trust
EIN: 68-6251551
Phone: 3104587548
Address: 3675 VIA MAR MONTE, CARMEL, CA 93293

Signing Officer

Name: Joseph P Ferry
Title: Trustee
Signed: 2025-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Northpoint Tax Wealth & Business Co
Address: 1661 E Chapman Ave Ste 2A, Fullerton, CA 92831
Preparer: Matt Apodaca CPA RFC
Phone: 7148704542

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CANYON SPRINGS COMMUNITY FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	DEPARTMENT OF DEVELOPMENTAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	26501 AVENUE 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	69696 RAMON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1600 9TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PORTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CATHEDRAL CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	93258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94244
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	559020
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	235001
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	324019
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	559020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	559020
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	324019
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	324019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	15247
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	15247
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	3044
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	25980
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	NLAM - Financial Adv Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	25980
TaxesSchedule/TaxesDetail/Amt	0	1337
TaxesSchedule/TaxesDetail/Amt	1	100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1337
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	100
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH P FERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CONSTANCE HARTWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CONS
ReturnHeader/Filer/EIN	0	686251551
ReturnHeader/Filer/PhoneNum	0	3104587548
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3675 VIA MAR MONTE
ReturnHeader/Filer/USAddress/CityNm	0	CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93293
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	853969430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Northpoint Tax Wealth & Business Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1661 E Chapman Ave Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92831
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7148704542
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Matt Apodaca CPA RFC
ReturnHeader/ReturnTs	0	2025-05-11T10:52:02-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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