Private Foundation

INSTITUTION FOR SAVINGS IN NEWBURYPORT & ITS VICINITY CHARITABLE FOUNDATION INC

INSTITUTION FOR SAVINGS IN NEWBURYPORT & ITS VICINITY CHARITABLE FOUNDATION INC is a Private Foundation headquartered in NEWBURYPORT, MA. Financial data from the 2025 filing: $2.5M revenue, $2.4M expenses, $15.1M total assets. IRS filings disclose 1,338 grants awarded by this foundation, totaling roughly $12.8M.

EIN: 043353621 NEWBURYPORT, MA Latest filing: 2025
Total Revenue$2.5M
Total Expenses$2.4M
Total Assets$15.1M
Grants Given1,338
Grant Total$12.8M
Filing Years2021–2025

Sample Grants Given

SAWYER FREE LIBRARY
GLOUCESTER, MA · 2025
EXEMPT PURPOSE
$250,000
YMCA OF THE NORTH SHORE
BEVERLY, MA · 2025
EXEMPT PURPOSE
$165,000
OUR NEIGHBORS' TABLE
AMESBURY, MA · 2025
EXEMPT PURPOSE
$125,000
CITIZENS INN INC
PEABODY, MA · 2025
EXEMPT PURPOSE
$100,000
CAPE ANN YMCA
GLOUCESTER, MA · 2025
EXEMPT PURPOSE
$100,000

Showing up to 5 of 1,338 total records — full history available with membership.

Officers & Directors

ASST. TREASURER Amy L Smith
TRUSTEE (ENDED 1/25/2025) Cindy M Johnson
TRUSTEE Ellen G Nich
TRUSTEE Ellen Mackey Rose
TRUSTEE James V Ellard
TRUSTEE Jeremiah T Lewis

Officer compensation and complete director data available with membership.

Top Grant Purposes

EXEMPT PURPOSE
$10,406,110 1316 grants
Exempt Purposes
$2,309,987 1 grant
SCHOLARSHIP
$113,000 16 grants
SCHOLARSHIPS
$4,505 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $2.5M $2.4M $15.1M
2024 $2.9M $2.3M $14.8M
2023 $999K $2.0M $14.2M
2022 $1.2M $2.4M $16.1M
2021 $2.3M $2.1M $19.8M

Between 2021 and 2025, reported annual revenue grew from $2.3M to $2.5M (+10%), with total assets most recently reported at $15.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, GA, ID, IL, and 4 other states.

CACTDCGAIDILMAMDMENC

Full geographic grant map with state-by-state breakdown available with membership.

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