Nonprofit · EIN 04-6044618
THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP
Tax-exempt · NEWBURYPORT, MA 01950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $719,954 | $458,810 | $261,144 | $12,792,074 | $0 | $12,792,074 |
| April 30, 2025 | 990 | $2,564,323 | $425,348 | $2,138,975 | $10,569,834 | $0 | $10,569,834 |
| April 30, 2024 | 990 | $355,630 | $404,838 | -$49,208 | $10,246,340 | $0 | $10,246,340 |
| April 30, 2023 | 990 | $292,879 | $423,273 | -$130,394 | $9,600,195 | $0 | $9,600,195 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $719,954
- Net gain from sales of assets
- $529,110
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $380,744
- Compensation of officers, directors and key employees
- $26,000
- Salaries, compensation and benefits (total)
- $26,000
- Professional fundraising fees
- $0
- Accounting fees
- $2,330
- Program services (functional)
- $380,744
- Management and general (functional)
- $78,066
Balance sheet and other
- Total assets, start of year
- $10,569,834
- Total assets, end of year
- $12,792,074
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,792,074
- Publicly traded securities
- $12,585,419
- Net assets without donor restrictions
- $8,158,446
- Net assets with donor restrictions
- $4,633,628
- Gross receipts
- $2,389,293
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Littlefield | Treasurer Officer | 4 | $6,000 |
| James Marshall | Director Trustee or director | 2 | $4,000 |
| Thomas Bean | Director Trustee or director | 2 | $4,000 |
| Joan Sheehan | Director Trustee or director | 2 | $4,000 |
| Nonie Olson | President Officer | 4 | $4,000 |
| Renee Ames | Clerk Officer | 4 | $4,000 |
990 for the year ended April 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Littlefield | Treasurer Officer | 4 | $6,000 |
| James Marshall | Director Trustee or director | 2 | $4,000 |
| Thomas Bean | Director Trustee or director | 2 | $4,000 |
| Joan Sheehan | Director Trustee or director | 2 | $4,000 |
| Nonie Olson | President Officer | 4 | $4,000 |
| Renee Ames | Clerk Officer | 4 | $4,000 |
990 for the year ended April 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Littlefield | Treasurer Officer | 4 | $6,000 |
| James Marshall | Director Trustee or director | 2 | $4,000 |
| Thomas Bean | Director Trustee or director | 2 | $4,000 |
| Nonie Olson | President Officer | 4 | $4,000 |
| Renee Ames | Clerk Officer | 4 | $4,000 |
| Joan Sheehan | Director Trustee or director | 2 | $2,000 |
990 for the year ended April 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Littlefield | Treasurer Officer | 4 | $5,000 |
| James Marshall | Director Trustee or director | 2 | $4,000 |
| Thomas Bean | Director Trustee or director | 2 | $4,000 |
| Nonie Olson | President Officer | 4 | $4,000 |
| Renee Ames | Clerk Officer | 4 | $4,000 |
Address and contacts
- Address (IRS master file)
- C/O M LITTLEFIELD 3 VIRGINIA LANE, NEWBURYPORT, MA 01950-0000
- In care of
- % KATHERINE HOLLERER
- Principal officer (990 for 2025)
- Mark Littlefield, 3 Virginia Lane, Newburyport, MA 01950
- Signed the 990
- Mark Littlefield, Director
- Phone
- (978) 462-8389
- Return prepared by
- FRITZ DEGUGLIELMO LLC
Mission
Provide financial assistance to teachers in the Newburyport, MA public school system.
Program accomplishments
- To fund workshops for teachers currently working in the Newburyport, MA public school system.Expenses $300,000
- To provide financial assistance to retired teachers.Expenses $80,744
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 04-6044618
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $12,792,074
- Income (IRS master file)
- $2,389,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $719,954 | $458,810 | $12,792,074 | XML |
| 990 | April 2025 | $2,564,323 | $425,348 | $10,569,834 | XML |
| 990 | April 2024 | $355,630 | $404,838 | $10,246,340 | XML |
| 990 | April 2023 | $292,879 | $423,273 | $9,600,195 | XML |
| 990 | April 2022 | $570,843 | $363,443 | $9,601,857 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6044618).
Questions about THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP
- What is the EIN of THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP?
- The employer identification number (EIN) of THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP is 04-6044618.
- Is THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP?
- The 990 for the year ended April 30, 2026 names Mark Littlefield.
- Who are the officers and directors of THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP?
- The 990 for the year ended April 30, 2026 lists 6 people; 6 received compensation from the organization, the highest $6,000 (Mark Littlefield, Treasurer).
- How much revenue does THE SWASEY FUND FOR RELIEF OF PUBLIC SCHOOL TEACHERS OF NEWBURYP have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $719,954, expenses of $458,810 and total assets of $12,792,074 at year end.
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