Swasey Fund Inc
Swasey Fund Inc is a private foundation based in Newburyport, Massachusetts. Its 2025 filing says grant requests must be healthcare related; its 2026 grants included scholarships and support for organizations in Massachusetts.
Swasey Fund Inc at a glance
In short: Swasey Fund Inc gave $35K across 13 grants in 2026 (avg $3K), mostly in Massachusetts. 20% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $35,000
- -7.9% vs 2025
- Grants made (2026)
- 13
- +18.2% vs 2025
- Average grant
- $2,692
- -22.1% vs 2025
- Median grant
- $3,000
- Total assets
- $463,028
- -5.1% vs 2025
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2026; small sample)
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Swasey Fund Inc
- How to Apply
-
The 2025 filing states that the foundation does not restrict giving to preselected organizations. Requests should be sent to Lisa Purinton as a cover letter with the grant request. The filing states that grant requests must be healthcare related.
- Review Cycle
- Grants are considered throughout the year.
- Deadline
- Grants are considered throughout the year.
- Contact
Application contact: Lisa Purinton
Mailing address: PO Box 401, Newburyport, MA 01950
Phone: (000) 000-0000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Swasey Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Our Neighbors' Table ($4K). Together the top 10 received $20K.
Organizations only. It also paid 3 individual scholarships ($15,000), which are not listed by name.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 54 grants of 54 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars in filing year 2026 went to recipients in Massachusetts.
Grant Distribution by State
Share of 2026 grant dollars across all 13 itemized grants.
States
Cities
Is Swasey Fund Inc open to new grantees?
20%
first-time grantees, 2026
In 2026, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 60% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+3%). Method
- In 2026 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2026, annual grant giving ranged from $19K (2020) to $38K (2025). In 2026 it made 13 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 3 individual scholarships Recipients not named | — | $15,000 |
| Our Neighbors' Table Amesbury, MA | Fund Operations | $4,000 |
| Anna Jaques Hospital Newburyport, MA | Fund Operations | $3,000 |
| Nourishing the Northshore Newburyport, MA | Fund Operations | $3,000 |
| Community Service of Newburyport In Newburyport, MA | Fund Operations | $3,000 |
| Pettengill House Salisbury, MA | Fund Operations | $2,000 |
| Central Congregational Church Newburyport, MA | Fund Operations | $1,000 |
| Opportunity Works Inc Newburyport, MA | Fund Operations | $1,000 |
| Pelican Intervention Fund Beverly, MA | Fund Operations | $1,000 |
| Salvation Army Newburyport, MA | Fund Operations | $1,000 |
Ready to take the next step with Swasey Fund Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $463,028 | $16,091 | $41,155 | $35,000 | 13 | $35,000 | $16,465 | $33,980 |
| 2025 | $488,092 | $22,005 | $43,544 | $38,000 | 11 | $38,000 | $18,076 | $36,864 |
| 2024 | $509,632 | $54,184 | $40,056 | $35,000 | 11 | $35,000 | $49,128 | $32,541 |
| 2023 | $495,504 | $36,693 | $38,817 | $34,000 | 8 | $33,977 | $31,876 | $32,608 |
| 2022 | $497,627 | $74,586 | $38,546 | $31,377 | 11 | $34,146 | $67,417 | $34,082 |
| 2021 | $461,587 | $25,690 | $39,506 | $27,400 | 8 | — | $21,968 | $30,840 |
| 2020 | $475,403 | $8,409 | $23,033 | $19,000 | 6 | — | $9,425 | $30,001 |
| 2019 | $490,027 | $42,086 | $34,528 | $30,000 | 10 | — | $37,558 | $28,904 |
Under IRS private-foundation payout rules, Swasey Fund Inc reported a distributable amount of $34K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. The foundation’s 2025 filing requires grant requests to be healthcare related. Its 2026 grants included scholarships and funding for organizations’ operations.
Among the recipients, Our Neighbors’ Table describes its mission as providing nourishing food, kindness, and dignity to people experiencing food insecurity, as well as supporting food-system coordination in the Lower Merrimack Valley. Opportunity Works describes its mission as enhancing the quality of life of people with disabilities through integration, inclusion, and independence.
Grantmaking
In filing year 2026, Swasey Fund Inc gave $35,000 across 13 grants. Grants ranged from $1,000 to $5,000, with a median of $3,000. Recipients included three individual recipients, each receiving $5,000 for scholarships; Our Neighbors’ Table, which received $4,000; and Anna Jaques Hospital, Nourishing the Northshore, and Community Service of Newburyport Inc, each receiving $3,000. The latter four grants were listed for fund operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lisa Purinton as President; Tara Seidel as Vice President; Robert Kirsner as Secretary; Pamela Kipp as Treasurer; and Kelly Gray and Robin Blair as Directors.
Swasey Fund Inc is led by Lisa Purinton, President since 2024 (on filings since 2019); none of the 6 officers listed in 2026 report compensation.
Officers on the 2026 filing
Lisa Purinton
President
Director → Vice President, 2023
Vice President → President, 2024
On filings since 2019
0.3 hrs/week
No compensation reported
Robin Blair
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Kelly Gray
Director
New on the 2026 filing
0.3 hrs/week
No compensation reported
Pamela Kipp
Treasurer
Director → Treasurer, 2024
On filings since 2022
0.3 hrs/week
No compensation reported
Robert Kirsner
Secretary
Director → Secretary, 2025
On filings since 2023
0.3 hrs/week
No compensation reported
Tara Seidel
Vice President
Director → Vice President, 2024
On filings since 2023
0.3 hrs/week
No compensation reported
Former officers (16)
- Former: William St Lawrence (2022–2024) — Clerk
- Former: Amy Patterson (2019–2023) — President
- Former: Michelle Morris (2019–2023) — Treasurer
- Former: Tara Mahon McQuaid (2019–2022) — Director
- Former: Ilene Harnch-Grady (2020–2022) — Vice President
- Former: Sergio Gonzales (2020–2022) — Director
- Former: Michael Capo (2022) — Trustee
- Former: Jennifer Wright (2019–2021) — Director
- Former: Adam Palombo (2019–2020) — Director
- Former: John Delorey (2019–2020) — Director
- Former: Katie Nye (2019–2020) — Director
- Former: Lauren Petty (2019–2020) — President
- Former: Pamela Palombo (2019–2020) — Director
- Former: Bianca Riethmueller (2020) — Director
- Former: Illene Grady (2019) — Secretary
- Former: Susan Thomas (2019) — Director
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Swasey Fund Inc
How much does Swasey Fund Inc give each year?
Swasey Fund Inc gave $35K across 13 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $38K across 11 grants.
What is Swasey Fund Inc's typical grant size?
Swasey Fund Inc's median grant in 2026 was $3,000, and its average grant was $2,692, across 13 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Swasey Fund Inc that year got $2K on average.
Where does Swasey Fund Inc give grants?
Swasey Fund Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newburyport, MA (7 grants).
Does Swasey Fund Inc give general operating support?
Not in 2026: none of the 13 grants with a stated purpose on Swasey Fund Inc's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Fund Operations" (10 grants) and "Scholarship" (3 grants).
Who are Swasey Fund Inc's largest grantees?
Swasey Fund Inc's largest 2026 grantees include Our Neighbors' Table ($4,000), Anna Jaques Hospital ($3,000) and Nourishing the Northshore ($3,000), according to its 2026 IRS Form 990-PF. It also paid 3 individual scholarships ($15,000), which are not listed by name. Together they received 29% of its itemized 2026 grant dollars.
How large is Swasey Fund Inc?
Swasey Fund Inc reported $463K in total assets on its 2026 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What does Swasey Fund Inc fund?
No mission statement for the foundation is provided. The foundation’s 2025 filing requires grant requests to be healthcare related. Its 2026 grants included scholarships and funding for organizations’ operations. See mission & focus areas ↑
How do I apply for a grant from Swasey Fund Inc?
The 2025 filing states that the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Swasey Fund Inc's EIN?
Swasey Fund Inc's EIN (Employer Identification Number) is 04-6051742. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS January 19, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Swasey Fund Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
George P Bishop Foundation Inc
Newburyport, MA
The George P Bishop Foundation supports basic needs and poverty relief, including food, housing, economic assistance, youth services, and disability services. Its 2024 grants ranged from $5,000 to $75,000, with a median of $20,000, and went primarily to organizations in Massachusetts, with some funding in New Hampshire. Applications are due by October 31; whether unsolicited requests are accepted is not stated.
Assets
$10.6M
Grants
35
Total Given
$840K
Newburyport Society for the Relief of Aged Women Inc
Newburyport, MA
Assets
$4.9M
Grants
7
Total Given
$222K
The Provident Community Charitable
Amesbury, MA
The Provident Community Charitable supports food access, community services, arts, education, and health-related programs, primarily in New Hampshire and Massachusetts. Its 2025 grants ranged from $1,000 to $50,000, with a median award of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.9M
Grants
27
Total Given
$248K
Newburyport Bank Charitable
Newburyport, MA
Newburyport Bank Charitable funds 501(c)(3) nonprofits serving Greater Newburyport and nearby communities, with priorities including affordable housing, financial literacy, food insecurity, health and wellness, and veteran support. Its 2025 grants ranged from $250 to $100,000, with a median of $5,000. It accepts applications through an online form, with quarterly deadlines on March 1, June 1, September 1, and December 1.
Assets
$5.8M
Grants
55
Total Given
$649K
George C Wadleigh Foundation Inc
Haverhill, MA
The George C. Wadleigh Foundation funds direct care and assistance for older adults and other people in need, with priority for Haverhill, Massachusetts, followed by Groveland, West Newbury, and Merrimac. Recent grants ranged from $5,000 to $81,229, with a median of $30,000. It accepts funding requests; the website says they are due by August 1.
Assets
$22.4M
Grants
31
Total Given
$1.1M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Swasey Fund Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Swasey Fund Inc down — hundreds of funders to go?