Nonprofit · EIN 04-3353621
INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC
Tax-exempt · NEWBURYPORT, MA 01950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,516,993 | $2,392,322 | $124,671 | $15,085,632 | $0 | $15,085,632 |
| December 31, 2024 | 990-PF | $2,851,431 | $2,332,348 | $519,083 | $14,836,602 | $0 | $14,836,602 |
| December 31, 2023 | 990-PF | $998,506 | $2,043,490 | -$1,044,984 | $14,202,698 | $0 | $14,202,698 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,571,597
- Dividends
- $300,563
- Interest
- $1,550
- Net gain from sales of assets
- $643,283
Expenses
- Grants and similar amounts paid
- $2,343,716
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,348,263
- Excise tax on investment income
- $10,544
Balance sheet and other
- Total assets, start of year
- $14,836,602
- Total assets, end of year
- $15,085,632
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,085,632
- Fair market value of assets
- $15,085,632
- Qualifying distributions
- $2,348,263
- Net investment income
- $758,658
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY M JOHNSON 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE (ENDED 1/25/2025) | 0.25 | $0 |
| JOHN F LEARY III 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| MICHAEL J JONES 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | PRESIDENT/TRUSTEE | 0.25 | $0 |
| JEREMIAH T LEWIS 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN G NICH 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN MACKEY ROSE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| RICHARD J SILVERMAN 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE (ENDED 9/25/2025) | 0.25 | $0 |
| KIMBERLY A ROCK 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | CLERK/TRUSTEE | 0.25 | $0 |
| STEPHEN P COTE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TREASURER (ENDED 11/25/2025 | 0.25 | $0 |
| JAMES V ELLARD 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| KEVIN M GASIOROWSKI 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| SAIRA NASEER-GHIASUDDIN 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| AMY L SMITH 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | ASST. TREASURER | 0.25 | $0 |
| KERRI S PERRY 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| R DREW MARC-AURELE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY M JOHNSON 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| JOHN F LEARY III 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| MICHAEL J JONES 93 State Street PO Box 510, Newburyport, MA 01950 | PRESIDENT/TRUSTEE | 0.25 | $0 |
| JEREMIAH T LEWIS 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| R DREW MARC-AURELE 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN G NICH 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN MACKEY ROSE 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| RICHARD J SILVERMAN 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| KIMBERLY A ROCK 93 State Street PO Box 510, Newburyport, MA 01950 | CLERK/TRUSTEE | 0.25 | $0 |
| STEPHEN P COTE 93 State Street PO Box 510, Newburyport, MA 01950 | TREASURER | 0.25 | $0 |
| JAMES V ELLARD 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| KEVIN M GASIOROWSKI 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| SAIRA NASEER-GHIASUDDIN 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
| AMY L SMITH 93 State Street PO Box 510, Newburyport, MA 01950 | ASST. TREASURER | 0.25 | $0 |
| Kerri S Perry 93 State Street PO Box 510, Newburyport, MA 01950 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FREEMAN J CONDON 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE (RETIRED 08/2023) | 0.25 | $0 |
| CINDY M JOHNSON 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| JOHN F LEARY III 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| MICHAEL J JONES 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | PRESIDENT/TRUSTEE | 0.25 | $0 |
| JEREMIAH T LEWIS 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| R DREW MARC-AURELE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN G NICH 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| ELLEN MACKEY ROSE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| RICHARD J SILVERMAN 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| KIMBERLY A ROCK 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | CLERK/TRUSTEE | 0.25 | $0 |
| STEPHEN P COTE 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TREASURER | 0.25 | $0 |
| JAMES V ELLARD 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| KEVIN M GASIOROWSKI 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| SAIRA NASEER-GHIASUDDIN 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE | 0.25 | $0 |
| AMY L SMITH 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | ASST. TREASURER | 0.25 | $0 |
| KERRI S PERRY 93 STATE STREET PO BOX 510, NEWBURYPORT, MA 01950 | TRUSTEE (NEW AS OF 03/2023) | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 510, NEWBURYPORT, MA 01950-0610
- Signed the 990-PF
- AMY SMITH, VP, ASSISTANT TREASURER
- Phone
- (978) 462-3106
- Return prepared by
- WOLF & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3353621
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T60Z)
- Assets (IRS master file)
- $15,085,632
- Income (IRS master file)
- $3,392,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,516,993 | $2,392,322 | $15,085,632 | XML |
| 990-PF | December 2024 | $2,851,431 | $2,332,348 | $14,836,602 | XML |
| 990-PF | December 2023 | $998,506 | $2,043,490 | $14,202,698 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-3353621).
Questions about INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC
- What is the EIN of INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC?
- The employer identification number (EIN) of INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC is 04-3353621.
- Is INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does INSTITUTION FOR SAVINGS IN NEWBRYPT & ITS VCNTY CHRTBLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,516,993, expenses of $2,392,322 and total assets of $15,085,632 at year end.
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