2024-02-09T13:46:21-08:00 2023-03-31 John Leary CPA 45 Pleasant Street Unit 1 Newburyport MA 01950 990PF 2022-04-01 046051742 Swasey Fund Inc SWAS 9784634499 PO Box 401 Newburyport MA 01950 Pamela Kipp Director 2024-02-09 true Pamela Kipp 999009999 true John Leary CPA P01242876 9784634499 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 652335 X X 2490 2490 2490 18656 18656 18656 15547 53511 15547 36693 36693 21146 -23 -23 -23 3947 3947 893 893 4817 4817 -23 34000 34000 38817 4817 33977 -2124 31876 21146 2476 6564 6564 9135 10241 10241 404626 397311 74602 81349 81349 560928 41 39 497627 495504 652335 1 1 X 497627 495503 497627 495503 497627 495504 497627 -2124 495503 495503 600 Bringham Minerals P 2021-06-09 2022-12-14 20006 12142 7864 7864 30 APPLE INC P 2010-06-01 2022-09-07 4670 284 4386 4386 50 ABBVIE INC P 2021-05-11 2022-09-07 6920 5737 1183 1183 500.01 SCHWAB FUNDAMENTAL US LARGE COMPANY IDX P 2020-12-18 2022-09-07 10525 8928 1597 1597 50 VANGUARD RUSSELL 3000 ETF P 2017-02-02 2022-09-07 8917 5251 3666 3666 193.53 WARNER BROTHERS DISC P 2021-05-11 2022-09-07 2473 5622 -3149 -3149 15547 443 443 443 55 445 500 57 57 false false false false false false false false true MA true false false false false true N/A John Leary 9784634499 45 Pleasant Street Unit 1 Newburyport MA 01950 false false false false false false false false false false false false false false false false false false false false false false Tara Seidel PO Box 401 Newburyport MA 01950 Director 0.25 0 Robert Kirsner PO Box 401 Newburyport MA 01950 Director 0.25 0 Michelle Morris PO Box 401 Newburyport MA 01950 Treasurer 0.25 0 Robin Blair PO Box 401 Newburyport MA 01950 Director 0.25 0 William St Lawrence PO Box 401 Newburyport MA 01950 Secretary/Clerk 0.25 0 Amy Patterson PO Box 401 Newburyport MA 01950 President 0.25 0 Pamela Kipp PO Box 401 Newburyport MA 01950 Director 0.25 0 Lisa Purinton PO Box 401 Newburyport MA 01950 Vice President 0.25 0 NONE NONE 644748 26338 0 671086 0 671086 10066 661020 33051 33051 443 443 32608 32608 32608 33977 33977 32608 2896 1096 64 4056 33977 0 32608 1369 5425 0 2896 2529 1096 64 1369 Amy Patterson PO Box 401 Newburyport MA 01950 0000000000 Cover letter with grant request. Grants are considered throughout the year. Grant requests must be healthcare related. Anna Jaques Hospital 25 Highland Ave Newburyport MA 01950 None PC Fund Operations 7000 Nora Landry PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Brady O'Donnell PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Salvation Army 40 Water Street Newburyport MA 01950 None PC Fund Operations 1500 Our Neighbors' Table 194 Main Street Amesbury MA 01913 None PC Fund Operations 1500 Alyssa Mullen PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Pettengill House 13 Lafayette Road Salisbury MA 01952 None PC Fund Operations 7000 Opportunity Works Inc 10 Opportunity Way Newburyport MA 01950 None PC Fund Operations 2000 34000 2490 18656 15547 36693 36693 34 8 Investment income is used to grow the assets of the foundation which allows us to grant funds to organizations that further the purpose of the foundation as described in our charter. false false false false false false false false false false Legal Fees 23 -23 0 -23 Prepaid Taxes 39 39 Custodian Fees 15 15 Foreign Taxes Withheld 243 243 Insurance 635 635 Rounding 1 Investment Manangment Fees 3947 3947 0 0