Mutual Bancorp Foundation Inc
Based on the available verified sources, specific information about a separate "Mutual Bancorp Foundation Inc" entity could not be confirmed. The sources provided detail Mutual Bancorp as a financial services holding company incorporated in 2011 that serves as the parent company for two community banks: Cape Cod 5 (headquartered in Hyannis, Massachusetts) and Fidelity Bank (headquartered in Leominster, Massachusetts).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.3M
+3.2% YoY
Annual Giving
$1.0M
-3.3% YoY
Grant Count
202
+4.7% YoY
Avg Grant Size
$5K
-7.6% YoY
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Combined Assets: $7 billion under the holding company structure
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,276,971 | $14,803,597 | $14,055,385 |
| Revenue | $545,960 | $535,310 | $1,245,923 |
| Expenses | $1,124,300 | $1,155,368 | $981,017 |
| Qualifying Distributions | $1,041,776 | $1,075,402 | $888,047 |
| Net Investment Income | $380,389 | $409,790 | $1,121,030 |
| Distributable Amount | $748,596 | $705,134 | $732,917 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Matthew S. Burke — Chairman & CEO of Mutual Bancorp and Cape Cod 5
Robert A. Talerman — President of Mutual Bancorp and Cape Cod 5
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A TALERMAN | CHAIR & PRESIDENT | 1 | — |
| MATTHEW S BURKE | EXECUTIVE VICE PRESIDENT | 1 | — |
| KRISTEN M FORESTA | TREASURER | 1 | — |
| ANGELIQUE K VIAMARI | CLERK | 1 | — |
| ALVIN COLLINS | DIRECTOR | 1 | — |
| JOHN C DAWLEY | DIRECTOR | 1 | — |
| KAREN L GARDNER | DIRECTOR | 1 | — |
| EDWARD F MANZI JR | DIRECTOR | 1 | — |
| MARY RITTER | DIRECTOR | 1 | — |
| R JOSEPH SALOIS | DIRECTOR | 1 | — |
| DANIEL A WOLF | DIRECTOR | 1 | — |
Recent Activity
Recent developments and announcements
In April 2025, Mutual Bancorp held its annual meeting of the board of corporators, where leadership reviewed the company's financial strength and strategic progress following the formalization of the partnership between Cape Cod 5 and Fidelity Bank under the holding company structure in 2024.
New Hampshire Mutual Bancorp recognized as a 2024 Diversity, Equity and InclusionSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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