Mission
PROVIDE FINANCIAL PRODUCTS AND PERSONALIZED SERVICES THAT WILL ASSIST OUR MEMBERS IN ACHIEVING THEIR FINANCIAL GOALS.
Public Charity
Southbridge Credit Union
Southbridge Credit Union is a Public Charity headquartered in Southbridge, MA. Financial data from the 2024 filing: $11.9M revenue, $11.4M expenses, $222.5M total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $84K.
EIN: 042023790
Southbridge, MA
Latest filing: 2024
Total Revenue$11.9M
Total Expenses$11.4M
Total Assets$222.5M
Grants Given12
Grant Total$84K
Filing Years2020–2024
Sample Grants Given
EXEMPT PURPOSE
$8,640
Friends of Sturbridge-Fiskdale Seniors Inc
EXEMPT PURPOSE
$7,000
YMCA TEEN CENTER PLEDGE
EXEMPT PURPOSE
$6,000
EXEMPT PURPOSE
$7,200
YMCA TEEN CENTER PLEDGE
EXEMPT PURPOSE
$6,000
Showing up to 5 of 12 total records — full history available with membership.
Officers & Directors
Director
Amy Howard
DiRECTOR
Benjamin Tully
Director (as of 9/24/2024)
Gary Fontaine
DIRECTOR
James Keyes
CFO/Treasurer
Jeffrey Canniff
VP of Commercial Loans
Jo-Ann Santelli
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $11.9M | $11.4M | $222.5M |
| 2023 | $10.6M | $10.3M | $213.1M |
| 2022 | $9.4M | $8.2M | $210.1M |
| 2021 | $8.4M | $7.9M | $204.7M |
| 2020 | $8.8M | $8.6M | $202.2M |
Between 2020 and 2024, reported annual revenue grew from $8.8M to $11.9M (+35%), with total assets most recently reported at $222.5M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MA.
MA
Full geographic grant map with state-by-state breakdown available with membership.