Nonprofit · EIN 04-6051742
SWASEY FUND INC
Tax-exempt · NEWBURYPORT, MA 01950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $16,091 | $41,155 | -$25,064 | $463,028 | $0 | $463,028 |
| March 31, 2025 | 990-PF | $22,005 | $43,544 | -$21,539 | $488,092 | $0 | $488,092 |
| March 31, 2024 | 990-PF | $54,184 | $40,056 | $14,128 | $509,632 | $1 | $509,631 |
| March 31, 2023 | 990-PF | $36,693 | $38,817 | -$2,124 | $495,504 | $1 | $495,503 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $22,603
- Interest
- $17
- Net gain from sales of assets
- -$6,529
Expenses
- Grants and similar amounts paid
- $35,000
- Disbursements for charitable purposes
- $35,000
- Excise tax on investment income
- $229
Balance sheet and other
- Total assets, start of year
- $488,092
- Total assets, end of year
- $463,028
- Total liabilities, end of year
- $0
- Net assets, end of year
- $463,028
- Fair market value of assets
- $816,640
- Qualifying distributions
- $35,000
- Net investment income
- $22,620
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-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Gray PO Box 401, Newburyport, MA 01950 | Director | 0.25 | $0 |
| 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 |
| Robert Kirsner PO Box 401, Newburyport, MA 01950 | Secretary | 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 |
990-PF for the year ended March 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
| Robert Kirsner PO Box 401, Newburyport, MA 01950 | Secretary | 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 |
990-PF for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
990-PF for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
Address and contacts
- Address (IRS master file)
- PO BOX 401, NEWBURYPORT, MA 01950-0501
- Signed the 990-PF
- Pamela Kipp, Treasurer
- Phone
- (978) 463-4499
- Return prepared by
- John Leary CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6051742
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1951
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $463,028
- Income (IRS master file)
- $90,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $16,091 | $41,155 | $463,028 | XML |
| 990-PF | March 2025 | $22,005 | $43,544 | $488,092 | XML |
| 990-PF | March 2024 | $54,184 | $40,056 | $509,632 | XML |
| 990-PF | March 2023 | $36,693 | $38,817 | $495,504 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | 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 04-6051742).
Questions about SWASEY FUND INC
- What is the EIN of SWASEY FUND INC?
- The employer identification number (EIN) of SWASEY FUND INC is 04-6051742.
- Is SWASEY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to SWASEY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SWASEY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SWASEY FUND INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWASEY FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SWASEY FUND INC?
- The 990-PF for the year ended March 31, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does SWASEY FUND INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $16,091, expenses of $41,155 and total assets of $463,028 at year end.
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