Newburyport Bank Charitable Foundation Inc logo

Newburyport Bank Charitable Foundation Inc

NEWBURYPORT, MA EIN: 20-0318941 Website

Newburyport Bank Charitable Foundation Inc is a corporate foundation established in 2003 and supported solely by Newburyport Bank. Based in Newburyport, Massachusetts, the foundation is dedicated to improving the quality of life in the communities served by the bank. Since its inception, the bank has contributed over $4 million to the foundation, which has made awards exceeding $3 million.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.6M

+5.6% YoY

Annual Giving

$565K

-16.9% YoY

Grant Count

1

-98.2% YoY

Avg Grant Size

$565K

+4639.4% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission centers on strengthening communities by addressing critical needs for low-to-moderate income individuals, families, and vulnerable populations within the bank's service area. Primary funding priorities include:

  • Affordable Housing
  • Financial Literacy
  • Food Insecurity
  • Health and Wellness
  • Veteran Support
  • Arts and Culture
  • Youth Development
  • Education
  • Community and Economic Development
  • Human Services

Grantmaking

The foundation made 44 grants in the most recent year, with total giving of approximately $565,000 to $681,000 annually. Recent grants include $25,000 to The Pettengill House, $20,000 to fight food insecurity, $5,000 to the Newburyport Literary Association, and $2,500 to The Chase Home for Children.

Grant Range

$500 to $275,000

Average Grant

$52 (based on historical data)

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across its service footprint, which includes:

  • Massachusetts (primary focus)
  • New Hampshire
  • Maine
  • Michigan
  • Washington D.C.

The bank operates 11 community banking locations in Massachusetts and New Hampshire.

Grant Distribution by State

5states

Cities

AmesburyBedfordBostonByfieldCharlestownConcordDanversDoverDurhamEliotExeterFarmington HillsGreenlandHamptonHaverhillLawrenceLeeLincolnLynnManchester

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $5.6 million
  • Total Revenues: $641,887
  • Total Expenses: $572,525
  • Investment Income and Dividends: $474,676
  • Net Gain from Sale of Non-Inventory Assets: $167,211
  • Giving Rate: 10.1% of assets

Historical Giving:

  • 2024: $565,236 in total giving
  • 2023: $679,000 in total giving (56 grants)
  • 2022: $723,000 in total giving (47 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$202K$404K$606K$808K20202021202220232024
Metric202420232022
Total Assets$5,584,420$5,286,949$5,242,044
Revenue$641,887$366,426$392,689
Expenses$572,525$685,884$734,969
Qualifying Distributions$567,425$681,884$724,969
Net Investment Income$641,887$366,426$392,689
Distributable Amount$261,860$246,230$276,988

Giving Over Time

Total grant dollars and number of grants per year

$0$181K$362K$542K$723K44 grants202055 grants202147 grants202257 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Total Contributions Paid$565K

Grant Size Distribution

192 grants across all recorded years

181<$50K8$50–100K1$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a volunteer board serving without compensation:

  • Lloyd Hamm Jr. – President
  • Timothy L. Felter – Treasurer
  • Elizabeth Blackburn – Clerk
  • Brian G. Harrington – Assistant Treasurer
  • Kimberley Foulkes – Assistant Treasurer
  • Stephen Blanchette – Director
  • Karen Andreas – Director
  • Jeffrey Nahas – Director

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Lloyd Hamm JrPRESIDENT1
Timothy L FelterTreasurer1
Susan MackinnonSecretary1
Stephen BlanchetteDirector1
Karen AndreasDirector1
Jeffrey NahasDirector1
James WilliamsAssistant Treasurer

Recent News & Activity

Recent developments and announcements

The foundation has demonstrated active grantmaking in recent months, including:

Donation of $25,000 to The Pettengill House as a Community Champion Year-Long Sustaining Partner Sponsor

$20,000 grant to address food insecurity

$5,000 donation to the Newburyport Literary Association to support the Newburyport Literary Festival

Newburyport Bank Charitable Foundation Continues its Support of the Salvation

$2,500 award to The Chase Home for Children for podcast production to raise awareness of youth programming

Newburyport Charitable Foundation Awards $2,500 to The Chase Home for Children

$2,500 grant to Lamprey Health Care

$10,000 sponsorship of the YWCA Engaging Communities Luncheon

Newburyport Bank Donates $10,000 as Sponsor of YWCA Engaging Communities

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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