Charles And Marianne Small Charitable Foundation
- Assets
- $1.7m
- Revenue
- $67.5k
- Investments
- $1.6m
- Employees
- 0
- Location
- Newburyport, MA
- Founding
- 06/1995
- Data as of
- 12/2021
- EIN
- 04-3255591
Organization Overview
Charles And Marianne Small Charitable Foundation is located in Newburyport, MA. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles And Marianne Small Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Charles And Marianne Small Charitable Foundation generated $67.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (4.2%) each year. All expenses for the organization totaled $78.1k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (14.9%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Charles And Marianne Small Charitable Foundation has awarded 16 individual grants totaling $155,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NEWBURYPORT EDUCATION FOUNDATIONP.O. BOX 1002NEWBURYPORT, MA 01950
JEANNE GEIGER CRISIS CENTER2 HARRIS STREETNEWBURYPORT, MA 01950
THEATER IN THE OPEN1 SPRING LANENEWBURYPORT, MA 01950
BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY18 MAPLE STREETSALISBURY,MA 01952
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Eaton Trustee | 0.25 | $0 | |
Grace Connolly Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $94 |
| Dividends & Interest | $35,171 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $32,216 |
| Capital Gain Net Income | $32,216 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $67,481 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $35 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,085 |
| Contributions, gifts, grants paid | $76,000 |
| Total expenses and disbursements | $78,085 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $138,980 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $14,133 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,729,314 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles And Marianne Small Charitable Foundation has awarded $76,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
Newburyport, MA PURPOSE: OPERATING EXPENSES | $20,000 |
BOYS GIRLS CLUB LOWER MERRIMACK VAL PURPOSE: OPERATING EXPENSES | $10,000 |
Newburyport, MA PURPOSE: OPERATING EXPENSES | $10,000 |
THEATER IN THE OPEN PURPOSE: OPERATING EXPENSES | $8,000 |
Newburyport, MA PURPOSE: OPERATING EXPENSES | $7,000 |
Amesbury, MA PURPOSE: OPERATING EXPENSES | $6,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Tr Ua 06162003 New York, NY | $24,153,189 | $17,543,623 |
Price Family Foundation Inc New York, NY | $4,922,654 | $6,599,359 |
Hunt Street Fund Inc Needham, MA | $102,244,956 | $9,516,120 |
Virginia B Toulmin Charitable Foundation Iii 20-102080246164 New York, NY | $0 | $3,507,979 |
Thomas W Haas Foundation Greenland, NH | $135,774,612 | $23,898,654 |
Margaret A Nagel Tr Uw Art 2 Jericho, NY | $960,283 | $58,879 |
James L Vincent Foundation Boston, MA | $11,098,257 | $1,513,039 |
Lavelle Fund For The Blind Inc New York, NY | $163,250,000 | $53,286,253 |
Robert F & Mary P Hastings Foundation Inc East Amherst, NY | $201,145 | $300,300 |
Chesed Foundation Of America New York, NY | $261,423,843 | $7,176,271 |
Belvedere Charitable Foundation New York, NY | $6,000,444 | $12,756,802 |
The Grossman Family Foundation Cos Cob, CT | $140,113,231 | $7,972,359 |