Swasey Fund Inc

NEWBURYPORT, MA EIN: 04-6051742

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

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

1states

Cities

AmesburyDanversHaverhillNewburyportSalisburyWard Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$41K$62K$82K202020212022202320242025
Metric202520242023
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

$0$10K$19K$29K$38K6 grants20208 grants202111 grants20228 grants202311 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Our Neighbors' Table$10KFinn Ingalls$5KLillian Friend$5KCarolyn Lucy$5KPettengill House$4KAnna Jaques Hospital$3KNourishing the Northshore$3KOpportunity Works Inc$2KHousing Support Inc$1KCentral Congregational C…$500

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Robin BlairDirector0.25
Tara SeidelVice President0.25
Robert KirsnerSecretary0.25
Pamela KippTreasurer0.25
Lisa PurintonPresident0.25

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

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