Swasey Fund Inc
Swasey Fund Inc is a private foundation, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $488K in total assets. In 2025, it awarded 11 grants totaling $38K. Net investment income was $18K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$488K
-4.2% YoY
Annual Giving
$38K
+8.6% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$3K
+8.6% YoY
Under IRS private-foundation payout rules, Swasey Fund Inc reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
About Swasey Fund Inc
Based on IRS filings
Swasey Fund Inc is a private foundation, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $488K in total assets. In 2025, it awarded 11 grants totaling $38K. Net investment income was $18K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $488,092 | $509,632 | $495,504 |
| Revenue | $22,005 | $54,184 | $36,693 |
| Expenses | $43,544 | $40,056 | $38,817 |
| Qualifying Distributions | $38,000 | $35,000 | $33,977 |
| Net Investment Income | $18,076 | $49,128 | $31,876 |
| Distributable Amount | $36,864 | $32,541 | $32,608 |
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 2025
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Our Neighbors' Table ($10,000), Finn Ingalls ($5,000), Lillian Friend ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Anna Jaques Hospital Newburyport, MA | Fund Operations | $3,000 |
| Finn Ingalls Newburyport, MA | Scholarship | $5,000 |
| Lillian Friend Newburyport, MA | Scholarship | $5,000 |
| Central Congregational Church Newburyport, MA | Fund Operations | $500 |
| Our Neighbors' Table Amesbury, MA | Fund Operations | $10,000 |
| Carolyn Lucy Newburyport, MA | Scholarship | $5,000 |
| Pettengill House Salisbury, MA | Fund Operations | $3,500 |
| Opportunity Works Inc Newburyport, MA | Fund Operations | $2,000 |
| Housing Support Inc Newburyport, MA | Fund Operations | $1,000 |
| North of Boston Cancer Resource Cen Newburyport, MA | Fund Operations | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robin Blair | Director | 0.25 | — |
| Tara Seidel | Vice President | 0.25 | — |
| Robert Kirsner | Secretary | 0.25 | — |
| Pamela Kipp | Treasurer | 0.25 | — |
| Lisa Purinton | President | 0.25 | — |
Frequently Asked Questions
How large is Swasey Fund Inc?
As of 2025, Swasey Fund Inc holds $488K in total assets with $22K in annual revenue. It awarded 11 grants totaling $38K in 2025.
Where does Swasey Fund Inc operate?
Swasey Fund Inc has awarded grants in Massachusetts.
What size grants does Swasey Fund Inc award?
In 2025, Swasey Fund Inc awarded 11 grants totaling $38K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Swasey Fund Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Swasey Fund Inc reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Swasey Fund Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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