The Charles & Marianne Small Charitable

NEWBURYPORT, MA EIN: 04-3255591

The Charles & Marianne Small Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 10 grants totaling $105K. Net investment income was $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+12.1% YoY

Annual Giving

$105K

+34.0% YoY

Grant Count

10

+66.7% YoY

Avg Grant Size

$10K

-19.6% YoY

About The Charles & Marianne Small Charitable

Based on IRS filings

The Charles & Marianne Small Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 10 grants totaling $105K. Net investment income was $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

AmesburyNewburyportSalisbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$82K$123K$164K20202021202220232024
Metric202420232022
Total Assets$1,814,865$1,618,990$1,459,024
Revenue$74,173$9,781$149,399
Expenses$107,035$80,813$79,335
Qualifying Distributions$104,500$78,000$77,000
Net Investment Income$74,173$42,673$149,399
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$52K$78K$105K7 grants20209 grants202110 grants20226 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEWBURYPORT EDUCATION FO…$30KBOYS GIRLS CLUB LOWER ME…$20KJEANNE GEIGER CRISIS CEN…$10KOUR NEIGHBORS TABLE$10KCOMMUNITY SERVICE NEWBUR…$8KCUSTOM HOUSE MARITIME MU…$7KNEWBURYPORT LITERARY ASS…$5KMERROHAWKE NATURE SCHOOL$5KRIVER VALLEY CHARTER SCH…$5KYWCA GREATER NEWBURYPORT$5K

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Newburyport Education Foundation ($30,000), Boys Girls Club Lower Merrimack Val ($20,000), Jeanne Geiger Crisis Center ($10,000).

RecipientPurposeAmount
BOYS GIRLS CLUB LOWER MERRIMACK VAL SALISBURY, MAOPERATING EXPENSES$20,000
NEWBURYPORT EDUCATION FOUNDATION NEWBURYPORT, MAOPERATING EXPENSES$30,000
JEANNE GEIGER CRISIS CENTER NEWBURYPORT, MAOPERATING EXPENSES$10,000
NEWBURYPORT LITERARY ASSOCIATION NEWBURYPORT, MAOPERATING EXPENSES$5,000
OUR NEIGHBORS TABLE AMESBURY, MAOPERATING EXPENSES$10,000
CUSTOM HOUSE MARITIME MUSEUM NEWBURYPORT, MAOPERATING EXPENSES$7,000
COMMUNITY SERVICE NEWBURYPORT NEWBURYPORT, MAOPERATING EXPENSES$7,500
MERROHAWKE NATURE SCHOOL NEWBURYPORT, MAOPERATING EXPENSES$5,000
RIVER VALLEY CHARTER SCHOOL NEWBURYPORT, MAOPERATING EXPENSES$5,000
YWCA GREATER NEWBURYPORT NEWBURYPORT, MAOPERATING EXPENSES$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Richard EatonTrustee0.25
Grace ConnollyTrustee0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Charles & Marianne Small Charitable?

The Charles & Marianne Small Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. It holds $1.8M in total assets as of 2024.

How large is The Charles & Marianne Small Charitable?

As of 2024, The Charles & Marianne Small Charitable holds $1.8M in total assets with $74K in annual revenue. It awarded 10 grants totaling $105K in 2024.

Where does The Charles & Marianne Small Charitable operate?

The Charles & Marianne Small Charitable has awarded grants in Massachusetts.

What size grants does The Charles & Marianne Small Charitable award?

In 2024, The Charles & Marianne Small Charitable awarded 10 grants totaling $105K — an average of about $10K per grant, based on its IRS Form 990 filings.

What is The Charles & Marianne Small Charitable's EIN?

The Charles & Marianne Small Charitable's EIN (Employer Identification Number) is 04-3255591. IRS Form 990 filing data is available on this page for 2020–2024.

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

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