The Charles & Marianne Small Charitable
The Charles & Marianne Small Charitable is a private foundation, based in Newburyport, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 9 grants totaling $112K. Net investment income was $223K.
The Charles & Marianne Small Charitable at a glance
In short: The Charles & Marianne Small Charitable gave $112K across 9 grants in 2025 (avg $12K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $112,000
- +7.2% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $12,444
- +19.1% vs 2024
- Median grant
- $10,000
- Total assets
- $2,034,683
- +12.1% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Charles & Marianne Small Charitable funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Newburyport Education Foundation ($30K). Together the top 9 received $112K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Charles & Marianne Small Charitable gives
- Giving grew 45% from 2022 to 2025. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $76K (2021) to $112K (2025). In 2025 it made 9 grants totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newburyport Education Foundation Newburyport, MA | Operating Expenses | $30,000 |
| Boys Girls Club Lower Merrimack Val Salisbury, MA | Operating Expenses | $25,000 |
| Jeanne Geiger Crisis Center Newburyport, MA | Operating Expenses | $10,000 |
| Our Neighbors Table Amesbury, MA | Operating Expenses | $10,000 |
| Firehouse Center for the Arts Newburyport, MA | Operating Expenses | $10,000 |
| Custom House Maritime Museum Newburyport, MA | Operating Expenses | $9,500 |
| Community Service Newburyport Newburyport, MA | Operating Expenses | $7,500 |
| Newburyport Literary Association Newburyport, MA | Operating Expenses | $5,000 |
| Merrohawke Nature School Newburyport, MA | Operating Expenses | $5,000 |
Ready to take the next step with The Charles & Marianne Small Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $2,034,683 | $222,545 | $114,635 | $112,000 | 9 | $112,000 | $222,545 |
| 2024 | $1,814,865 | $74,173 | $107,035 | $104,500 | 10 | $104,500 | $74,173 |
| 2023 | $1,618,990 | $9,781 | $80,813 | $78,000 | 6 | $78,000 | $42,673 |
| 2022 | $1,459,024 | $149,399 | $79,335 | $77,000 | 10 | $77,000 | $149,399 |
| 2021 | $1,729,314 | $67,481 | $78,085 | $76,000 | 9 | $76,000 | $67,481 |
| 2020 | $1,497,510 | $30,007 | $81,902 | $79,500 | 7 | — | $35,695 |
Leadership & Key People
Officers and directors from IRS filings
The Charles & Marianne Small Charitable's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Grace Connolly
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Richard Eaton
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Charles & Marianne Small Charitable
How much does The Charles & Marianne Small Charitable give each year?
The Charles & Marianne Small Charitable gave $112K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 10 grants.
What is The Charles & Marianne Small Charitable's typical grant size?
The Charles & Marianne Small Charitable's median grant in 2025 was $10,000, and its average grant was $12,444, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Charles & Marianne Small Charitable give grants?
The Charles & Marianne Small Charitable gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newburyport, MA (7 grants).
Does The Charles & Marianne Small Charitable give general operating support?
Yes: 100% of The Charles & Marianne Small Charitable's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Charles & Marianne Small Charitable's largest grantees?
The Charles & Marianne Small Charitable's largest 2025 grantees include Newburyport Education Foundation ($30,000), Boys Girls Club Lower Merrimack Val ($25,000) and Jeanne Geiger Crisis Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is The Charles & Marianne Small Charitable?
The Charles & Marianne Small Charitable reported $2.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $223K.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Charles & Marianne Small Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Institution for Savings in Newburyport
Newburyport, MA
The Foundation funds charitable organizations for events, capital campaigns, programs, and operating support, including work in food access, housing, health, family support, and education. Its 2025 grants ranged from $500 to $250,000, with a median of $2,500, primarily benefiting Newburyport and nearby North Shore communities in Massachusetts. It accepts applications through its online GrantsConnect system and does not restrict giving to preselected organizations.
Assets
$15.1M
Grants
339
Total Given
$2.4M
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
Edward S & Winifred G Moseley Foundation
Boston, MA
The foundation supports eligible 501(c)(3) organizations working in children’s health, education, safety, and welfare, as well as family support, with an emphasis on Greater Boston. Its 2025 grants ranged from $5,000 to $250,000, with a median of $20,000; most funding went to Massachusetts, though it also supported organizations in other states. It gives only to preselected organizations and does not accept unsolicited funding requests.
Assets
$19.3M
Grants
53
Total Given
$1.6M
NAID Foundation
Newburyport, MA
Assets
—
Grants
2
Total Given
$64K
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
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
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 The Charles & Marianne Small Charitable'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.
The Charles & Marianne Small Charitable down — hundreds of funders to go?