2024-08-07T10:43:19-07:00 2024-03-31 John Leary CPA 45 Pleasant Street Unit 1 Newburyport MA 01950 990PF 2023-04-01 046051742 Swasey Fund Inc SWAS 9784634499 PO Box 401 Newburyport MA 01950 Pamela Kipp Treasurer 2024-08-07 true true John Leary CPA P01242876 9784634499 X 2023 2024-08-08 14:25:15Z X 717831 X X 5252 5252 5252 16970 16970 16970 31962 74103 31962 54184 54184 22222 3996 3996 195 195 865 865 5056 5056 0 35000 35000 40056 5056 35000 14128 49128 22222 6564 5728 5728 10241 6037 6037 397311 359335 633459 81349 138493 72568 39 39 39 495504 509632 717831 1 1 1 1 X 495503 509631 495503 509631 495504 509632 495503 14128 509631 509631 62 Abbievie Inc. P 2021-05-11 2023-06-22 8499 7114 1385 1385 53 APPLE INC P 2010-06-01 2023-06-22 9883 501 9382 9382 625 SCHWAB FUNDAMENTAL US LARGE COMPANY IDX P 2010-01-01 2023-06-22 13956 9858 4098 4098 83 VANGUARD RUSSELL 3000 ETF P 2010-01-01 2023-06-22 16169 8534 7635 7635 38 VANGUARD S&P 500 VALUE ETF P 2017-02-02 2023-06-22 5821 3728 2093 2093 193 VANGUARD TOTAL WORLD STK INDEX ADM SHR P 2010-01-01 2023-06-22 6534 5210 1324 1324 30 ABBVIE INC P 2021-05-11 2023-06-22 5172 3442 1730 1730 35 Alphabet Inc C P 2011-10-19 2023-06-22 5089 515 4574 4574 293.83 Vanguard Short-Term Investment-Grade P 2010-01-01 2023-06-22 2980 3239 -259 -259 31962 683 683 683 683 683 X 23 23 0 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 Robin Blair PO Box 401 Newburyport MA 01950 Director 0.25 0 Tara Seidel PO Box 401 Newburyport MA 01950 Vice President 0.25 0 William St Lawrence PO Box 401 Newburyport MA 01950 Clerk 0.25 0 Robert Kirsner PO Box 401 Newburyport MA 01950 Director 0.25 0 Pamela Kipp PO Box 401 Newburyport MA 01950 Treasurer 0.25 0 Lisa Purinton PO Box 401 Newburyport MA 01950 President 0.25 0 NONE NONE 652519 22083 0 674602 0 674602 10119 664483 33224 33224 683 683 32541 32541 32541 35000 35000 32541 1096 64 1221 2381 35000 0 32541 2459 4840 0 1096 3744 64 1221 2459 Lisa Purinton 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 2000 Edith Ferlund PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Olivia Guftason PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Central Congregational Church 14 Titcomb Street Newburyport MA 01950 None PC Fund Operations 500 Our Neighbors' Table 194 Main Street Amesbury MA 01913 None PC Fund Operations 2500 Alejandro B Juste PO Box 401 Newburyport MA 01950 None I Scholarship 5000 Pettengill House 13 Lafayette Road Salisbury MA 01952 None PC Fund Operations 5000 Opportunity Works Inc 10 Opportunity Way Newburyport MA 01950 None PC Fund Operations 2000 Linkhouse Inc 110 Haverhill Road Amesbury MA 01913 None PC Fund Operations 5000 North of Boston Cancer Resource Cen PO Box 244 Newburyport MA 01950 None PC Fund Operations 500 Nourishing the Northshore 3 Harris Street Newburyport MA 01950 None PC Fund Operations 2500 35000 5252 16970 31962 22222 31962 54184 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 Prepaid Taxes 39 39 39 Custodian Fees 9 9 Insurance 634 634 Postage 222 222 Rounding 1 1 Investment Manangment Fees 3996 3996 0 0 Foreign Taxes Withheld 195 195