Charles And Marianne Small Charitable Foundation
- Assets
- $1.5m
- Revenue
- $149.4k
- Investments
- $1.2m
- Employees
- 0
- Location
- Newburyport, MA
- Founding
- 06/1995
- Data as of
- 12/2022
- 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 12/2022, Charles And Marianne Small Charitable Foundation generated $149.4k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 18.1% each year . All expenses for the organization totaled $79.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Charles And Marianne Small Charitable Foundation has awarded 26 individual grants totaling $232,500. 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
2022
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
COMMUNITY SERVICE OF NEWBURYPORT35 SUMMER STREETNEWBURYPORT, MA 01950
BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY18 MAPLE STREETSALISBURY,MA 01952
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
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 | $40 |
| Dividends & Interest | $35,612 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $113,747 |
| Capital Gain Net Income | $113,747 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $149,399 |
| 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 | $2,335 |
| Contributions, gifts, grants paid | $77,000 |
| Total expenses and disbursements | $79,335 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $256,139 |
| 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 | $10,132 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,459,024 |
| 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 $77,000 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS GIRLS CLUB LOWER MERRIMACK VAL PURPOSE: OPERATING EXPENSES | $15,000 |
MERROHAWKE NATURE SCHOOL PURPOSE: OPERATING EXPENSES | $5,000 |
JEANNE GEIGER CRISIS CENTER PURPOSE: OPERATING EXPENSES | $10,000 |
NEWBURYPORT EDUCATION FOUNDATION PURPOSE: OPERATING EXPENSES | $12,500 |
THEATER IN THE OPEN PURPOSE: OPERATING EXPENSES | $5,000 |
NEWBURYPORT LITERARY ASSOCIATION PURPOSE: OPERATING EXPENSES | $5,000 |