Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 93 STATE STREET PO BOX 510
  Room/suite
City or town
NEWBURYPORT
State or province
MA
Country  
ZIP or foreign postal code
01950
A Employer identification number

04-3353621
B Telephone number (see instructions)

9784623106
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$15,085,632J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,571,597
2 Check .................
3 Interest on savings and temporary cash investments 1,550 1,550  
4 Dividends and interest from securities... 300,563 300,563  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 643,283
b Gross sales price for all assets on line 6a 1,518,999
7 Capital gain net income (from Part IV, line 2)... 456,545
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,516,993 758,658  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,550 0   3,550
c Other professional fees (attach schedule)....   63    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,059 22   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
997 0   997
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,606 85   4,547
25 Contributions, gifts, grants paid....... 2,343,716 2,343,716
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,392,322 85   2,348,263
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 124,671
b Net investment income (if negative, enter -0-) 758,573
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 737,136 165,926 165,926
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,099,466 Click to see attachment
List of Attached Documents:
// Content
14,919,706 		14,919,706
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,836,602 15,085,632 15,085,632
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,836,602 15,085,632
29 Total net assets or fund balances (see instructions)..... 14,836,602 15,085,632
30 Total liabilities and net assets/fund balances (see instructions). 14,836,602 15,085,632
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,836,602
2
Enter amount from Part I, line 27a .....................
2
124,671
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
124,359
4
Add lines 1, 2, and 3 ..........................
4
15,085,632
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
15,085,632
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PEPSICO P    
b CLOROX D    
c CLOROX D    
d CLOROX D    
e CLOROX D    
CLOROX P    
GENUINE PARTS P    
UNILEVER P    
GENUINE PARTS P    
SANDOZ GROUP P    
SOLSTICE ADVANCE MAT P    
SOLSTICE ADVANCE MAT D    
SOLSTICE ADVANCE MAT D    
SOLSTICE ADVANCE MAT D    
SOLSTICE ADVANCE MAT D    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 298,743   107,100 191,643
b 57,359   20,947 36,412
c 31,866   12,689 19,177
d 159,331   58,187 101,144
e 159,331   63,444 95,887
254,931   111,872 143,059
69,879   23,855 46,024
230,149   118,287 111,862
128,670   47,710 80,960
13,834   2,420 11,414
27,003   13,978 13,025
25,854   96,120 -70,266
14,363   54,536 -40,173
7,469   28,359 -20,890
40,217   302,950 -262,733
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       191,643
b       36,412
c       19,177
d       101,144
e       95,887
      143,059
      46,024
      111,862
      80,960
      11,414
      13,025
      -70,266
      -40,173
      -20,890
      -262,733
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 456,545
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,544
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,544
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,544
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 31,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 67
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 20,389
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax20,389 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofMICHAEL J JONES PRESIDENT Telephone no. (978) 462-3106

Located at2 DEPOT SQUAREIPSWICHMA ZIP+401938
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CINDY M JOHNSON TRUSTEE (ENDED 1/25/2025)
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JOHN F LEARY III TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
MICHAEL J JONES PRESIDENT/TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JEREMIAH T LEWIS TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
ELLEN G NICH TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
ELLEN MACKEY ROSE TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
RICHARD J SILVERMAN TRUSTEE (ENDED 9/25/2025)
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KIMBERLY A ROCK CLERK/TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
STEPHEN P COTE TREASURER (ENDED 11/25/2025
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
JAMES V ELLARD TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KEVIN M GASIOROWSKI TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
SAIRA NASEER-GHIASUDDIN TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
AMY L SMITH ASST. TREASURER
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
KERRI S PERRY TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
R DREW MARC-AURELE TRUSTEE
0.25 		0 0 0
93 STATE STREET PO BOX 510
NEWBURYPORT,MA01950
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,948,883
b
Average of monthly cash balances.......................
1b
378,389
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,327,272
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,327,272
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
214,909
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,112,363
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
705,618
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
705,618
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,544
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,544
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
695,074
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
695,074
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
695,074
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
2,348,263
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,348,263
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 695,074
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,043,413
b From 2021...... 1,218,913
c From 2022...... 1,529,275
d From 2023...... 1,291,749
e From 2024...... 1,000,991
f Total of lines 3a through e ........ 6,084,341
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,348,263
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 695,074
e Remaining amount distributed out of corpus 1,653,189
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,737,530
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		1,043,413
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		6,694,117
10 Analysis of line 9:
a Excess from 2021 .... 1,218,913
b Excess from 2022 .... 1,529,275
c Excess from 2023 .... 1,291,749
d Excess from 2024 .... 1,000,991
e Excess from 2025 .... 1,653,189
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL J JONES
2 DEPOT SQUARE
IPSWICH,MA01938
(978) 462-3106
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AVAILABLE AT ABOVE ADDRESS
cAny submission deadlines:
SEE APPLICATIONS FOR VARIOUS DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE TO BE GRANTED WITHIN NEWBURYPORT, MASSACHUSETTS, AND ITS VICINITY UNLESS AN EXCEPTION IS MADE BY THE BOARD OF TRUSTEES TO BENEFIT COMMUNITY, CHARITABLE, EDUCATIONAL, AND OTHER BENEVOLENT PURPOSES.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WINTHROP SCHOOL

325 BAY ROAD
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,500

WICKED RUNNING CLUB INC

PO BOX 601
SALEM,MA01949 		NOT RELATED   EXEMPT PURPOSE 1,000

WINDRUSH FARM THERAPEUTIC EQUITATION INC

479 LACY STREET
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 2,500

YMCA OF THE NORTH SHORE

200 CUMMINGS CENTER
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 165,000

WOMEN'S MONEY MATTERS

6 LIBERTY SQUARE 2697
BOSTON,MA02109 		NOT RELATED   EXEMPT PURPOSE 4,500

WREATHS ACROSS AMERICA

456 WETHERSFIELD STREET
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 2,000

YMCA OF METRO NORTH

10 CENTENNIAL DRIVE STE 105 SUITE
4A UPPER LEVEL
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 3,500

THE OPEN DOOR

28 EMERSON AVENUE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 40,000

WHITTIER TECH EDUCATIONAL FOUNDATION

115 AMESBURY LINE RD
HAVERHILL,MA01830 		NOT RELATED   EXEMPT PURPOSE 1,425

TRITON YOUTH BASKETBALL

PO BOX 116
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 2,000

WEST NEWBURY PTO

PO BOX 241
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 5,000

VNA CARE NETWORK INC

100 TRADE CENTER 6500
WOBURN,MA01801 		NOT RELATED   EXEMPT PURPOSE 3,000

VIRGINIA TECH

222 BURRUSS HALL
BLACKSBURG,VA24061 		NOT RELATED   EXEMPT PURPOSE 6,667

UNIVERSITY OF VERMONT REFUND FBO BEZAWIT STRONG

85 S PROSPECT ST
BURLINGTON,VT05405 		NOT RELATED   EXEMPT PURPOSE -15,000

TURNING POINT INC

PO BOX 548
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 6,000

TRI-TOWN COUNCIL

7 GROVE STREET
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 1,000

TRITON YOUTH SOCCER ASSOCIATION

PO BOX 168
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 2,500

TRITON SWIMMING INC

283 LIONS MOUTH
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000

TRITON VIKINGS FOOTBALL BOOSTERS CLUB

61 MIDDLE ROAD
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 2,500

TRITON VIKING GRADVENTURE

PO BOX 645
BYFIELD,MA01922 		NOT RELATED   EXEMPT PURPOSE 1,000

TOPSFIELD COMMUNITY PARTNERSHIP LLC

31 S MAIN ST
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 3,000

TRITON REGIONAL HIGH SCHOOL

112 ELM STREET
BYFIELD,MA01922 		NOT RELATED   EXEMPT PURPOSE 8,113

TRITON MUSIC PARENTS ORGANIZATION

112 ELM STREET
BYFIELD,MA01922 		NOT RELATED   EXEMPT PURPOSE 4,000

TRITON EDUCATION FOUNDATION

PO BOX 617
BYFIELD,MA01922 		NOT RELATED   EXEMPT PURPOSE 40,000

TRITON BOYS SOCCER BOOSTERS INC

30 RIVERVIEW DRIVE
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 500

TRITON BOOSTERS CLUB INC

52 BOSTON RD
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 1,000

TRITON AMESBURY JUNIOR MAPLES YOUTH HOCKEY LEAGUE

PO BOX 294
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,500

TRAYSER MUSEUM DIRECTORS INC

PO BOX 161
BARNSTABLE,MA02630 		NOT RELATED   EXEMPT PURPOSE 2,500

TRAVIS ELIOT LANDRETH FOUNDATION

4 BEACON ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

TOWN OF ROCKPORT

34 BROADWAY
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 500

TOWN OF GEORGETOWNSENIOR COMMUNITY CENTER

51 NORTH STREET
GEORGETOWN,MA01833 		NOT RELATED   EXEMPT PURPOSE 1,000

TOPSFIELD PUBLIC SCHOOLS

28 MIDDLETON ROAD
BOXFORD,MA19121 		NOT RELATED   EXEMPT PURPOSE 5,000

TOPSFIELD ELEMENTARY SCHOOLS PTO (TESPTO)

60 MAIN STREET
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 10,000

THE IMPOSSIBLE DREAM

MR ALAN GAMBLE 23B JOHNSON ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

TOP CUPBOARD - TOPSFIELD FOOD PANTRY

PO BOX 98
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 5,000

TINKERHAUS COMMUNITY MAKER SPACE INC

3 GRAF ROAD COMMERCE PARK
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

THREE SISTERS GARDEN PROJECT

PO BOX 422
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 5,000

THIRD SECTOR NEW ENGLAND INC

89 SOUTH STREET SUITE 700
BOSTON,MA021112679 		NOT RELATED   EXEMPT PURPOSE 1,000

THE SALVATION ARMY

40 WATER STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

THE PETTENGILL HOUSE

21 WATER STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 25,000

WELLSPRING HOUSE INC

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 20,000
SAVANNAH SOULE - BOSTON COLLEGE


140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		NOT RELATED   SCHOLARSHIPS 4,505

THE GLOUCESTER ADVENTURE INC

SCHOONER FESTIVAL PO BOX 1306
GLOUCESTER,MA019311306 		NOT RELATED   EXEMPT PURPOSE 2,500
LILA BORGMAN - BOSTON UNIVERSITY


ONE SILBER WAY
BOSTON,MA02215 		NOT RELATED   SCHOLARSHIP 1,000

SOCIETY OF SAINT VINCENT DE PAUL HAVERHILL

13 CARLETON AVE
HAVERHILL,MA01835 		NOT RELATED   EXEMPT PURPOSE 1,000

THE COMMUNITY HOUSE INC

284 BAY ROAD
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,500

THE CHRISTMAS TREE COMMITTEE INC

2 MARY HELEN WAY
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,500

THE CHILDREN'S CENTER FOR COMMUNICATION

BEVERLY SCHOOL FOR THE DEAF 6 ECHO
AVE
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 5,000

THE ARC OF GREATER HAVERHILL-NEWBURYPORT

57 WINGATE STREET SUITE 301
HAVERHILL,MA01832 		NOT RELATED   EXEMPT PURPOSE 500
TARYN DESMOND - UNIVERSITY OF RHODE


45 UPPER COLLEGE RD
KINGSTON,RI02881 		NOT RELATED   SCHOLARSHIP 1,000

TALIA DUFF FOUNDATION INC

FBO CURE CMT4J PO BOX 588
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 3,000
SYDNEY TROUT - DUKE UNIVERSITY


PO BOX 90581
DURHAM,NC27708 		NOT RELATED   SCHOLARSHIP 5,000

SWEET PAWS RESCUE

310 MAIN ST
GROVELAND,MA01834 		NOT RELATED   EXEMPT PURPOSE 5,000

SKYLARK VOCAL ENSEMBLE INC

8735 DUNWOODY PL STE 6
ATLANTA,GA303502995 		NOT RELATED   EXEMPT PURPOSE 2,500

SWAMPSCOTT TIDES INC

24 BAYVIEW DRIVE PO BOX 4
SWAMPSCOTT,MA01907 		NOT RELATED   EXEMPT PURPOSE 1,000

SUNY BROCKPORT

350 NEW CAMPUS DR
BROCKPORT,NY14420 		NOT RELATED   EXEMPT PURPOSE 1,000

STORM SURGE INC

11 TITCOMB STREET PO BOX 1506
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

ST VINCENT DEPAUL SOCIETY

74 PLEASANT STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 2,500

ST VINCENT DE PAUL NEWBURYPORT

IMMACULATE CONCEPTION CHURCH 42
GREEN STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

ST VINCENT DE PAUL

IMMACULATE CONCEPTION CHURCH 42
GREEN STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,500

ST PETER'S FIESTA INC

PO BOX 3105
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 2,500
SIENNA CULLEM - BROWN UNIVERSITY


38 BROWN STREET
PROVIDENCE,RI02906 		NOT RELATED   SCHOLARSHIP 5,000

SALISBURY PARKS AND RECREATION COMMISSION

5 BEACH ROAD
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 6,500

THE FRIENDS OF HWRHS-MS INC

787 BAY ROAD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,000

SALEM HIGH SCHOOL

77 WILSON STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,000

SERVICE DOG PROJECT INC

37 BOXFORD STREET
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,000

SENIORCARE INC

49 BLACKBURN CENTER
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 7,000

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155 8 LAKEVILLE ROAD
SUITE 3
JAMAICA PLAIN,MA02130 		NOT RELATED   EXEMPT PURPOSE 2,500

SEAN PERKINS FOUNDATION

4 WASHINGTON STREET PO BOX 1554
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,900

SCIENCE FROM SCIENTISTS INC

1 DEANGELO DRIVE STE C
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSE 2,500

SAWYER FREE LIBRARY

2 DALE AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 250,000

RUPERT A NOCK MIDDLE SCHOOL PTO

70 LOW ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,500

SALISBURY YOUTH BASEBALL AND SOFTBALL LEAGUE

PO BOX 5606
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 3,000

SGT JORDAN M SHAY MEMORIAL FOUNDATION

PO BOX 414
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,600

SALISBURY SANTAS HELPERS CHARITABLE TRUST

8 PALIS DRIVE
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 2,500

SALISBURY ELEMENTARY SCHOOL PTA

100 LAFAYETTE ROAD
SALISBURY,MA019521504 		NOT RELATED   EXEMPT PURPOSE 1,000

SALISBURY ELEMENTARY SCHOOL

100 LAFAYETTE ROAD
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 2,500

SALISBURY BEACH BETTERMENT ASSOCIATION

PO BOX 5508
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 1,000

SALEM STATE UNIVERSITY ALUMNI ASSOCIATION

AND FOUNDATION INC 952 LAYFAYETTE
ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

SALEM SOUND INC

12 FEDERAL STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,500

SALEM POLICE WORKING DOG FOUNDATION

95 MARGIN STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,000

SALEM PANTRY INC

PO BOX 295
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 82,500

RUTH'S HOUSE

111 LAFAYETTE SQUARE
HAVERHILL,MA01832 		NOT RELATED   EXEMPT PURPOSE 1,000

NEWBURYPORT CHORAL SOCIETY INC

PO BOX 92
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

RUPERT A NOCK MIDDLE SCHOOL

70 LOW STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC

1 FERNCROFT ROAD
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 2,500

ROWLEY FOOD PANTRY

147 MAIN STREET
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 5,000

ROTARY CLUB OF TOPSFIELD BOXFORD & MIDDLETON

PO BOX 89
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 3,000

ROTARY CLUB OF NEWBURYPORT

PO BOX 831
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

ROTARY CLUB OF NEWBURYPORT

PO BOX 831
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

ROOT NS INC

35 CONGRESS ST 2350
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

ROCKPORT NEW YEAR'S EVE INC

PO BOX 790
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,500

ROCKPORT MUSIC INC

16 MAIN STREET
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 5,000

ROCKPORT ILLUMINATION FUND INC

16B SOUTH STREET
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,000

ROCKPORT HIGH SCHOOL

24 JERDENS LANE
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 3,500

RUNWAY FOR RECOVERY

29 WATER STREET SUITE 216
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

ROCKPORT EXCHANGE CORPORATION

14 GRANITE STREET
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,000

ROCKPORT ART ASSOCIATION

12 MAIN STREET
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,000

ROAD RUNNERS CLUB OF AMERICA

WINNERS CIRCLE RUNNING CLUB 211 ELM
STREET
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 11,000

RILEY ROCKS MEMORIAL FOUNDATION INC

52 MATTHIES STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 500

REVOLUTION 250 INC

87 MOUNT VERNON ST
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 2,500

RESOLUTION CENTER INC

100 CUMMINGS CENTER SUITE 307J
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 500

PORT GINGERBREAD FESTIVAL INC

44 JEFFERSON STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,800

PINE GROVE SCHOOL PTA

191 MAIN STREET
ROWLEY,MA01915 		NOT RELATED   EXEMPT PURPOSE 11,393

PINE GROVE ELEMENTARY SCHOOL

191 MAIN STREET
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 2,500

PENTUCKET YOUTH FOOTBALL

PO BOX 865
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 1,000

PENTUCKET REGIONAL SENIOR HIGH - DECA

24 MAIN STREET
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 2,500

PENTUCKET REGIONAL HIGH SCHOOL

PARENT ALLIANCE INC PO BOX 801
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 1,000

PENTUCKET FINE & PERFORMING ARTS FOUNDATION

PO BOX 254
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 2,000

PENTUCKET ACTIVITIES ASSOCIATION INC

PO BOX 323
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 1,500

PAWSITIVELY 4 PINK

453A LAKE AVE
WORCESTER,MA01604 		NOT RELATED   EXEMPT PURPOSE 500

PATHWAYS FOR CHILDREN - SALEM

29 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,000

PATHWAYS FOR CHILDREN

29 EMERSON AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 9,000

PAN-MASS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSE 5,000

OUR NEIGHBORS' TABLE

PO BOX 592
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 125,000

OPPORTUNITY WORKS INC

10 OPPORTUNITY WAY
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 8,600

ONE MISSION INC

PO BOX 495
WESTBOROUGH,MA01581 		NOT RELATED   EXEMPT PURPOSE 1,000

OMEGA MEN IN ACTION INC

C/O ERIC LINDSEY 114 VALENTINE RD
MILTON,MA02186 		NOT RELATED   EXEMPT PURPOSE 2,000
OLIVIA HANSEN - UNIVERSITY OF VERMO


85 S PROSPECT ST
BURLINGTON,VT05405 		NOT RELATED   SCHOLARSHIP 5,000

NOURISHING THE NORTH SHORE

PO BOX 1118
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 12,500

NORTHERN ESSEX ELDER TRANSPORT

100 MAIN STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 5,000

NORTHERN ESSEX COMMUNITY COLLEGE

FOUNDATION INC 100 ELLIOTT STREET
HAVERHILL,MA01830 		NOT RELATED   EXEMPT PURPOSE 10,000

NORTHEAST MASSACHUSETTS YOUTH ORCHESTRAS INC

PO BOX 822
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 4,000

NORTHEAST ARC INC

1 SOUTHSIDE ROAD
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 5,000

NORTH SHORE CONCERT BAND

PO BOX 121
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,500

ROCKPORT GARDEN CLUB INC

2 GREEN STREET
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,000

NORTH SHORE COMMUNITY ACTION PROGRAMS INC

119 REAR FOSTER STREET BUILDING 13
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 850

NEWBURYPORT FILM FESTIVAL INC

C/O JOANNE MORRIS 6 TEMPLE STREET
UNIT 4
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

NORTH SHORE ALLIANCE OF GAY & LESBIAN YOUTH

2 EAST INDIA SQUARE NO 121 MUSEUM
PLACE 121
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,500
NICHOLAS RISHI - TUFTS UNIVERSITY


99 HIGH ST
BOSTON,MA02139 		NOT RELATED   SCHOLARSHIP 5,000

NEWBURYPORT YOUTH FOOTBALL INC

14 HOYTS LANE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

NEWBURYPORT PRIDE COALITION

19 CHESTNUT ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

NEWBURYPORT PRESERVATION TRUST

PO BOX 184
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 500

NEWBURYPORT MASS LIONS FOUNDATION INC

PO BOX 545
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 38,000

NEWBURYPORT MARITIME SOCIETY INC

25 WATER STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 7,500

NEWBURYPORT LITERARY ASSOCIATION INC

PO BOX 268 157 LOW ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

NEWBURYPORT HORTICULTURAL SOCIETY

PO BOX 294 158 STATE STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

NEWBURYPORT HIGH SCHOOL

70 LOW STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 4,500

NORTH OF BOSTON CANCER RESOURCE

C/O DR COLLEEN YAVAROW 13 BOYD
DRIVE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

NEWBURYPORT EDUCATION FOUNDATION

PO BOX 1002
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 33,800

SPUR

PO BOX 1274
MARBLEHEAD,MA01945 		NOT RELATED   EXEMPT PURPOSE 3,000

NEWBURYPORT CHAMBER MUSIC FESTIVAL INC

PO BOX 902
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

NEWBURYPORT ART ASSOCIATION INC

65 WATER STREET PO BOX 28
NEWBURYPORT,MA019500028 		NOT RELATED   EXEMPT PURPOSE 5,000

NEWBURY ELEMENTARY SCHOOL

63 HANOVER STREET
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 2,000

NEW ENGLAND EXCHANGE CLUBS FOUNDATION

PO BOX 31
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

MY BROTHER'S TABLE

98 WILLOW STREET
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 10,000

MONTSERRAT COLLEGE OF ART INC

25 ESSEX STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,000

MIDDLETON FOOD PANTRY

PO BOX 855 38 MAPLE STREET
MIDDLETON,MA01949 		NOT RELATED   EXEMPT PURPOSE 5,000

MIDDLETON COUNCIL ON AGING

PO BOX 73
MIDDLETON,MA01949 		NOT RELATED   EXEMPT PURPOSE 500

MERROHAWKE NATURE SCHOOL INC

55 TOWNE ROAD
BOXFORD,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

MERRIMACK VALLEY PROJECT

1045 ESSEX STREET
LAWRENCE,MA01841 		NOT RELATED   EXEMPT PURPOSE 2,500

MERRIMACK VALLEY HOUSING PARTNERSHIP INC

PO BOX 1042
LOWELL,MA01853 		NOT RELATED   EXEMPT PURPOSE 2,500

MERRIMACK RIVER WATERSHED COUNCIL

60 ISLAND STREET SUITE 246
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSE 1,000

MERRIMACK RIVER FELINE RESCUE SOCIETY INC

15 MAIN STREET SUITE 207
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 2,500

MENTAL MAKEOVER INC

15 OCEAN AVE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,000

MELMARK NEW ENGLAND

461 RIVER ROAD
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSE 1,000
MAXWELL WALKER - SAINT ANSELM COLLE


100 SAINT ANSELM DR
MANCHESTER,NH03102 		NOT RELATED   SCHOLARSHIP 5,000

MASSACHUSETTS UNION OF PUBLIC TENANTS

784 WASHINGTON STREET
DORCHESTER,MA02124 		NOT RELATED   EXEMPT PURPOSE 1,000

MASSACHUSETTS HANDS & VOICES

101 MIDDLESEX TURNPIKE
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSE 500

MASSACHUSETTS DOWN SYNDROME CONGRESS

20 BURLINGTON MALL RD SUITE 261
BURLINGTON,MA01803 		NOT RELATED   EXEMPT PURPOSE 2,500

MASS COALITION FOR THE HOMELESS INC

73 BUFFUM STREET
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSE 5,000

MASCONOMET REGIONAL SCHOOL DISTRICT

20 ENDICOTT ROAD
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 1,500

MASCONOMET REGIONAL HIGH SCHOOL

20 ENDICOTT ROAD
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 500

MASCONOMET GIRLS SOCCER ASSOCIATION INC

6 PARK STREET
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 1,043

MASCONOMET GIRLS LACROSSE BOOSTERS

61 WOODCREST RD
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 1,000

MANCHESTER SUMMER CHAMBER MUSIC LTD

PO BOX 1514
MANCHESTER,MA01944 		NOT RELATED   EXEMPT PURPOSE 1,500

LUCY'S LOVE BUS CHARITABLE TRUST INC

PO BOX 464
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 2,500

LOWELL'S BOAT SHOP AND MUSEUM

459 MAIN STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 3,000

ST BASIL'S KITCHEN

GREEK ORTHODOX CHURCH OF THE
ANNUNCIATION 7 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,500

CARE DIMENSIONS

75 SYLVAN STREET SUITE B-102
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 3,000

SWAMPSCOTT POLICE K-9 FOUNDATION INC

531 HUMPHREY STREET
SWAMPSCOTT,MA01907 		NOT RELATED   EXEMPT PURPOSE 2,000

JOPPA FLATS RUNNING CLUB

PO BOX 502
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

HAVEN PROJECT INC

57 MUNROE ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 5,500

IPSWICH CULTURAL COUNCIL

329 LINEBROOK RD
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 4,000

IPSWICH DINNER BELL INC

PO BOX 259
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 5,000

IPSWICH EDUCATION FOUNDATION INC

PO BOX 786
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 11,000

LAZARUS HOUSE MINISTRIES INC

PO BOX 408
LAWRENCE,MA01842 		NOT RELATED   EXEMPT PURPOSE 2,500
LAUREN CALABRESE - DARTMOUTH COLLEG


14 N MAIN ST
HANOVER,NH037553541 		NOT RELATED   SCHOLARSHIP 5,000

KINSHIP FARM CORPORATION

8 WASHINGTON ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,500

KESTREL EDUCATIONAL ADVENTURES

22 BROADWAY UNIT 1
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,500

JOHN ASHFORD LINK HOUSE INC

BOSTON NORTH TECHNOLOGY PARK BLDG B
SUITE 206 110 HAVERHILL ROAD
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 15,000

IPSWICH HIGH SCHOOL HALL OF FAME

PO BOX 939
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,500

JEANNE GEIGER CRISIS CENTER

2 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 30,000
JANE HERRMANN - UNIVERSITY OF TENNE


813 ANDY HOLT TOWER
KNOXVILLE,TN37996 		NOT RELATED   SCHOLARSHIP 20,000

IPSWICH TRAVEL SOFTBALL

12 CHARLOTTE ROAD
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,500

IPSWICH TRAVEL BASKETBALL

PO BOX 163
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,000

IPSWICH TIGERS YOUTH FOOTBALL LEAGUE

PO BOX 210
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,500

IPSWICH ROTARY CHARITABLE ENDOWMENT

PO BOX 543
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 6,000

IPSWICH PARTNERSHIP

C/O SAM RAYMOND 80 ESSEX RD
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 10,000

IPSWICH LITTLE LEAGUE

PO BOX 190
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,000

GROVELAND FIREFIGHTERS ASSOCIATION

181 MAIN STREET
GROVELAND,MA01834 		NOT RELATED   EXEMPT PURPOSE 1,000

EXPRESS YOURSELF INC

100 CUMMINGS CENTER SUITE 165E
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,000

HAMILTON WENHAM ATHLETIC HALL OF FAME CORP

775 BAY ROAD
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 2,500

HAMILTON WENHAM FRIENDS OF THE ARTS

PO BOX 198
HAMILTON,MA01936 		NOT RELATED   EXEMPT PURPOSE 2,000

ESSEX NATIONAL HERITAGE COMMISSION INC

10 FEDERAL STREET SUITE 12
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER STREET SUITE 101
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 5,000

FAMILY SERVICES OF THE MERRIMACK VALLEY INC

430 NORTH CANAL STREET
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSE 12,500

IPSWICH ART ASSOCIATION INC

2 CENTRAL ST STE 17
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,500

IMMACULATE CONCEPTION SCHOOL

1 WASHINGTON STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 4,360

HOUSING SUPPORT INC

12 PLEASANT STREET SUITE 3
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

HOUSE OF THE SEVEN GABLES SETTLEMENT ASSOCIATION

115 DERBY STREET
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,000

HORIZON CLUB INC OF NEWBURYPORT

PO BOX 1165
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,000

HISTORICAL SOCIETY OF OLD NBY-MUSEUM OF OLD NBY

DBA MUSUEM OF OLD NEWBURY 98 HIGH
ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 500

HERITAGE ACADEMY

6 ALLEN STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 500

HAWC

27 CONGRESS STREET SUITE 204
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

IPSWICH CARING

PO BOX 584
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,500

HAVERHILL KIWANIS CLUB CHARITABLE FOUNDATION

PO BOX 109A
HAVERHILL,MA01831 		NOT RELATED   EXEMPT PURPOSE 1,100

HARBORLIGHT COMMUNITY PARTNERS

PO BOX 507
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 44,250

HAMILTON-WENHAM HIGH SCHOOL ROBOTICS CLUB

775 BAY ROAD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,500

HAMILTON-WENHAM HIGH SCHOOL

775 BAY ROAD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,000

HAMILTON-WENHAM EDUCATION FUND INC

PO BOX 2433
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 5,000

IPSWICH HIGH SCHOOL ROBOTIC

134 HIGH STREET
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,500

IPSWICH HIGH SCHOOL FOOTBALL BOOSTERS

PO BOX 63
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,500

LIFEBRIDGE NORTH SHORESALEM MISSION

56 MARGIN ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 7,500

GIRLS INCORPORATED OF LYNN

50 HIGH STREET
LYNN,MA01902 		NOT RELATED   EXEMPT PURPOSE 1,000

FIREHOUSE CENTER FOR THE ARTS

89 HANOVER STREET
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 25,000

FRIENDS OF THE HAMILTON COUNCIL ON AGING

299 BAY RD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 2,500

FRIENDS OF THE IPSWICH ELDERLY INC

PO BOX 213
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,500

FRIENDS OF SALISBURY COUNCIL ON AGING

43 LAFAYETTE RD
SALISBURY,MA01952 		NOT RELATED   EXEMPT PURPOSE 2,500

YWCA OF NEWBURYPORT

13 MARKET ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 12,500

GLOUCESTER FUND INC

44 1/2 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 5,850

GLOUCESTER HIGH SCHOOL

ATTN JOAN DALLIN 32 LESLIE O
JOHNSON ROAD
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF THE MERRIMAC COA

100 EAST MAIN STREET
MERRIMAC,MA01860 		NOT RELATED   EXEMPT PURPOSE 1,000

GENEROUS GARDENERS

PO BOX 1532 101 WESTERN AVE SUITE
101
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,000

IPSWICH HIGH SCHOOL - FASHION SHOW

134 HIGH STREET
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 2,500

GENERAL CHARITABLE SOCIETY OF NEWBURYPORT

PO BOX 365
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

GLOUCESTER EDUCATION FOUNDATION INC

PO BOX 1104
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 20,000

FRIENDS OF WINTHROP ELEMENTARY SCHOOL INC

325 BAY ROAD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 750

FRIENDS OF THE TOPSFIELD LIBRARY INC

1 COMMON STREET
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF THE ROWLEY PUBLIC LIBRARY

141 MAIN STREET PO BOX 276
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 7,500

GLOUCESTER MARINE GENOMICS INSTITUTE INC

417 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 2,500

FRIENDS OF THE NEWBURY COUNCIL ON AGING INC

331 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,000

GLOUCESTER TOURISM ALLIANCE INC

PO BOX 915
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,000

FIRST CHURCH CONGREGATIONAL OF BOXFORD

4 GEORGETOWN ROAD
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 1,000

FIRST PARISH NEWBURY FOOD PANTRY

20 HIGH ROAD
NEWBURY,MA01951 		NOT RELATED   EXEMPT PURPOSE 10,000

FIRST R FOUNDATION

74 LANGSFORD STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,500

FRAXA RESEARCH FOUNDATION INC

10 PRINCE PLACE SUITE 203
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,500

IPSWICH HIGH SCHOOL

FBO FIRST ROBOTICS TEAM 5459 134
HIGH STREET
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 6,500

GREEN BEVERLY 107Q INC

100 CUMMINGS CENTER SUITE 107Q
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,500

GREATER NEWBURYPORT OVARIAN CANCER AWARENESS

6 MARKET SQUARE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

HABITAT FOR HUMANITY

14 PARK STREET
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 9,000

GLOUCESTER VFW INC

224 EASTERN AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,000

GRACE CENTER INC

264 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 2,500

FRIENDS OF ROCKPORT ATHLETICS

PO BOX 304
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 1,500

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC

112 SOHIER RD
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,500

FRIENDS OF NORTH SHORE CHILDREN'S MUSEUM

10 MAIN STREET
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF NEWBURYPORT YOUTH SERVICES INC

CITY HALL 60 PLEASANT STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF NEWBURYPORT COUNCIL ON AGING

331 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,000

FRIENDS OF IPSWICH PUBLIC LIBRARY

PO BOX 157
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 5,000

FRIENDS OF IPSWICH ELEMENTARY SCHOOLS INC

65 CENTRAL STREET
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 5,000

FRIENDS OF ESSEX TECH

565 MAPLE STREET
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF CUTLER ELEMENTARY SCHOOL INC

237 ASBURY STREET
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 2,000

FRIENDS OF BUKER ELEMENTARY SCHOOL

ONE SCHOOL STREET
WENHAM,MA01984 		NOT RELATED   EXEMPT PURPOSE 1,500

FRIENDS FOR WINTHROP ELEMENTARY SCHOOL INC

325 BAY ROAD
HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,000

BELLEVILLE CONGREGATIONAL CHURCH

300 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500
ANDREA BOYLE - UNIVERSITY OF MASSAC


300 MASSACHUSSETTS AVE
AMHERST,MA01003 		NOT RELATED   SCHOLARSHIP 5,000

ANNA JAQUES HOSPITAL

25 HIGHLAND AVE
NEWBURYPORT,MA019503867 		NOT RELATED   EXEMPT PURPOSE 63,600

DIRTY HANDS PROJECT

137 BARKER STREET
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 3,000

CITY OF NEWBURYPORT

60 PLEASANT ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVENUE
ESSEX,MA01929 		NOT RELATED   EXEMPT PURPOSE 20,000

LEAP FOR EDUCATION INC

35 CONGRESS STREET SUITE 102
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 5,000

ENDICOTT COLLEGE

376 HALE STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,000
VICTORIA HARPER - EMMANUEL COLLEGE


400 FENWAY
BOSTON,MA02115 		NOT RELATED   SCHOLARSHIP 5,000
EDWARD QUIMBY - FORDHAM UNIVERSITY


1776 BASSETT AVE
BRONX,NY10461 		NOT RELATED   SCHOLARSHIP 5,000

EDUCATIONAL FOUNDATION FOR ROCKPORT INC

PO BOX 836
ROCKPORT,MA01966 		NOT RELATED   EXEMPT PURPOSE 16,000

DR JOHN C PAGE SCHOOL

694 MAIN STREET
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 1,200

BOYS & GIRLS CLUBS OF MERRIMACK VALLEY

18 MAPLE STREET PO BOX 5906
SALISBURY,MA01950 		NOT RELATED   EXEMPT PURPOSE 5,000

ARPEGGIONE ENSEMBLE INC

49 STANDLEY ST
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,500

DANVERS COMMUNITY YMCA

34 PICKERING STREET
DANVERS,MA01923 		NOT RELATED   EXEMPT PURPOSE 1,000

COMMUNITY SERVICE OF NEWBURYPORT INC

PO BOX 843 35 SUMMER STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 7,500

COMMUNITY GIVING TREE

572B MAIN STREET
BOXFORD,MA01885 		NOT RELATED   EXEMPT PURPOSE 5,000

COMMUNITY ACTION INC

44 FRIEND STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 11,720

COLLINS MIDDLE SCHOOL

29 HIGHLAND AVENUE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,000

COLLEGE AFFORDABLE INC

200 HIGHLAND AVE SUITE 305
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSE 2,500

COLLEEN E RITZER MEMORIAL FUND INC

5 DASCOMB ROAD
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSE 2,000
COLIN FULLER - UNIVERSITY OF GEORGI


405 COLLEGE STATION RD
ATHENS,GA30602 		NOT RELATED   SCHOLARSHIP 20,000

CITY OF AMESBURY

5 HIGHLAND ST
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 3,000

CITIZENS INN INC

81 MAIN STREET
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 100,000

CHRISTMAS TREE SANTAS

5 OAK STREET
KENNEBUCK,ME04043 		NOT RELATED   EXEMPT PURPOSE 2,500

BOYS AND GIRLS CLUB OF GREATER SALEM

PO BOX 24
SALEM,MA019700024 		NOT RELATED   EXEMPT PURPOSE 5,000
MAREN CASSIDY - UNIVERSITY OF VIRGI


1827 UNIVERSITY AVE
CHARLOTTESVILLE,VA22903 		NOT RELATED   SCHOLARSHIP 20,000

LEADS INC

17 FERRY STREET
LAWRENCE,MA01841 		NOT RELATED   EXEMPT PURPOSE 2,500

CHANGE IS SIMPLE INC

100 CUMMINGS CENTER - SUITE 227Q
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 50,000

CHALLENGE UNLIMITED INC

456 LOWELL STREET
ANDOVER,MA01810 		NOT RELATED   EXEMPT PURPOSE 2,500

CENTRAL CONGREGATIONAL CHURCH

14 TITCOMB STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,500

CENTERBOARD INC

16 CITY HALL SQ
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 2,500

CAPE ANN YMCA

7 GLOUCESTER CROSSING ROAD
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 100,000

CAPE ANN TRAIL STEWARDS INC

PO BOX 690
ESSEX,MA01929 		NOT RELATED   EXEMPT PURPOSE 1,000

CAPE ANN KIDS HOLIDAY FUND

WELLSPRING HOUSE 302 ESSEX AVENUE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 5,000

CAPE ANN ART HAVEN

20 MAPLEWOOD AVE UNIT 3
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 2,000

CAPE ANN ANIMAL AID

4 PAWS LANE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 3,000

CAIDEN'S CRUSADERS

6 WESTMINSTER STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000

CABOT PERFORMING ARTS CENTER INC

286 CABOT STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 5,000

BUILDING A BETTER BEVERLY INC

191 CABOT STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 3,000

BSA TROOP 15 ROWLEY

175 MAIN STREET
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 1,500

BRIDGEWELL INC

10 DEARBORN ROAD
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 5,500

BREAD & ROSES INC

58 NEWBURY STREET
LAWRENCE,MA01840 		NOT RELATED   EXEMPT PURPOSE 15,000

CLOTHING CONNECTION

PO BOX 2076
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,500

CUTLER SCHOOL

237 ASBURY STREET
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 1,500

BOXFORD FIREFIGHTERS RELIEF ASSOCIATION

PO BOX 125
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 500

ALLIANCE OF CLIMATE & ENVIRONMENTAL STEWARDS INC

PO BOX 281
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 2,000

AMIRAH INC

100 CUMMINGS CENTER SUITE 204J
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,000

ANCHOR OF HOPE DIAPER BANK INC

69 SUMMER STREET
HAVERHILL,MA01830 		NOT RELATED   EXEMPT PURPOSE 2,500

BEYOND WALLS

18 MOUNT VERNON ST
LYNN,MA01901 		NOT RELATED   EXEMPT PURPOSE 2,500

BEVERLY ROTARY CLUB FOUNDATION INC

PO BOX 201
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,500

BEVERLY MAIN STREETS

248 CABOT STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 5,000

BEVERLY HOMECOMING INC

PO BOX 714
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 2,500

BEVERLY HOLIDAY PARADE

C/O AL TEMKIN 1 ROBIN ROAD
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,000

BEVERLY HIGH SCHOOL PTO

100 SOHIER ROAD
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 1,000

BEVERLY FEMALE CHARITABLE SOCIETY

5 WHITMAN PLACE
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 3,000

BEVERLY CHILDREN'S LEARNING CENTER

550 CABOT STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 12,700

AMONG FRIENDS MEAL PROGRAM AT ST PAUL'S CHURCH

166 HIGH STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 7,500

BEVERLY BOOTSTRAPS

COMMUNITY SERVICES INC 35 PARK
STREET
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 15,000

BATES ELEMENTARY SCHOOL

53 LIBERTY HILL AVE
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 1,000

BASS ROCKS GOLF CLUB

34 BEACH ROAD
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 500

BACKYARD GROWERS INC

103R MAPLEWOOD AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 6,500

ASSUMPTION OF THE VIRGIN MARY

GREEK ORTHODOX CHURCH PO BOX 6
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,000

ASCENSION MEMORIAL CHURCH

PO BOX 547 31 COUNTY ROAD
IPSWICH,MA01938 		NOT RELATED   EXEMPT PURPOSE 1,240

ESSEX COUNTY TRAIL ASSOCIATION

PO BOX 358
HAMILTON,MA01936 		NOT RELATED   EXEMPT PURPOSE 6,500

1ST LT DEREK HINES SOLDIER ASSISTANCE FUND

6 CHASE STREET
WEST NEWBURY,MA01985 		NOT RELATED   EXEMPT PURPOSE 5,000

BOXFORD ATHLETIC ASSOCIATION INC

PO BOX 100
BOXFORD,MA01921 		NOT RELATED   EXEMPT PURPOSE 1,750

4414 FUND THE JEFF STONE FOUNDATION

3 ARLINGTON STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

BIOMIMICRY NEW ENGLAND INC

11 PLANTERS NECK RD
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 1,500

AMESBURY LIONS CLUB

C/O ALC SECRETARY 530 EXETER ROAD
HAMPTON,MA03842 		NOT RELATED   EXEMPT PURPOSE 1,000

AMESBURY JETS YOUTH FOOTBALL AND CHEERLEADING

PO BOX 493
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000

AMESBURY HIGH SCHOOL ALL SPORTS BOOSTER CLUB

5 HIGHLAND STREET
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000

AMESBURY GIRLS YOUTH SOFTBALL LEAGUE INC

PO BOX 201
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000

AMESBURY EDUCATIONAL FOUNDATION INC

PO BOX 245 5 HIGHLAND ST
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 25,000

AMESBURY DAYS

PO BOX 42 7 MARKET SQUARE
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 2,500

AMERICAN YACHT CLUB FOUNDATION INC

PO BOX 308
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,500

AMERICAN LEGION POST NO 3 CAPTAIN LESTER S WESS

AMERICAN LEGION POST NO 3 PO BOX
122
GLOUCESTER,MA019310122 		NOT RELATED   EXEMPT PURPOSE 5,000

AMESBURY ROTARY CLUB

PO BOX 554
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 2,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS

320 NEVADA ST SUITE 201
NEWTON,MA02460 		NOT RELATED   EXEMPT PURPOSE 2,500
AILEEN HUANG - TUFTS UNIVERSITY


99 HIGH ST
BOSTON,MA02129 		NOT RELATED   SCHOLARSHIP 5,000

AHS GRAD NIGHT

PO BOX 57
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 1,000
ADDISON PILLIS - COLBY COLLEGE


4000 MAYFLOWER HILL DR
WATERVILLE,ME04901 		NOT RELATED   SCHOLARSHIP 1,000

ACTORS STUDIO OF NEWBURYPORT

50 WATER STREET MILL 1 SUITE 5
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 1,000

ACTION INC

180 MAIN STREET
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 12,500

ACORD FOOD PANTRY

PO BOX 2203
SOUTH HAMILTON,MA01982 		NOT RELATED   EXEMPT PURPOSE 7,500

100TREESPROJECT INC

330 BEACON STREET APT C126
BOSTON,MA021161189 		NOT RELATED   EXEMPT PURPOSE 2,000
Total ................................. 3a 2,343,716
bApproved for future payment

TRAV'S TRAIL RUN
4 BEACON ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 3,000

NOURISHING THE NORTH SHORE
PO BOX 1118
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 10,000

MASCONMET SPORTS FOUNDATION INC
157 RIVER ROD
TOPSFIELD,MA01983 		NOT RELATED   EXEMPT PURPOSE 50,000

ESSEX COUNTY GREENBELT ASSOCIATION
82 EASTERN AVENUE
ESSEX,MA01929 		NOT RELATED   EXEMPT PURPOSE 40,000

NORTHERN ESSEX COMMUNITY COLLEGE
FOUNDATION INC 100 ELLIOTT STREET
HAVERHILL,MA01830 		NOT RELATED   EXEMPT PURPOSE 20,000

ROWLEY YOUTH BASEBALL & SOFTBALL
39 WILSON POND LANE
ROWLEY,MA01969 		NOT RELATED   EXEMPT PURPOSE 10,000

JEANNE GEIGER CRISIS CENTER
2 HARRIS STREET
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 90,000

CAPE ANN YMCA
7 GLOUCESTER CROSSING ROAD
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 200,000

YMCA OF THE NORTH SHORE
200 CUMMINGS CENTER
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 500,000

SALEM PANTRY INC
PO BOX 295
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 100,000

OUR NEIGHBORS' TABLE
PO BOX 592
AMESBURY,MA01913 		NOT RELATED   EXEMPT PURPOSE 100,000

CHANGE IS SIMPLE INC
100 CUMMINGS CENTER - SUITE 227Q
BEVERLY,MA01915 		NOT RELATED   EXEMPT PURPOSE 200,000

TRITON EDUCATION FOUNDATION
PO BOX 617
BYFIELD,MA01922 		NOT RELATED   EXEMPT PURPOSE 300,000

SAWYER FREE LIBRARY
2 DALE AVE
GLOUCESTER,MA01930 		NOT RELATED   EXEMPT PURPOSE 500,000

ANNA JAQUES HOSPITAL
25 HIGHLAND AVE
NEWBURYPORT,MA019503867 		NOT RELATED   EXEMPT PURPOSE 150,000

NEWBURYPORT LIONS CLUB
4 CARLTON DRIVE
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 105,000

CITY OF NEWBURYPORT
60 PLEASANT ST
NEWBURYPORT,MA01950 		NOT RELATED   EXEMPT PURPOSE 250,000
Total ................................. 3b 2,628,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,550  
4 Dividends and interest from securities ....     14 300,563  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 643,283  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 945,396 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
945,396
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC
Employer identification number

04-3353621
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC 		Employer identification number
04-3353621
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
1820 SECURITY CORPORATION
 
93 STATE STREET
 
NEWBURYPORT, MA01950

$ 1,571,597


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC 		Employer identification number

04-3353621
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3000 SHARES OF MICROSOFT $ 1,571,597 2025-10-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
ITS VICINITY CHARITABLE FOUNDATION INC 		Employer identification number

04-3353621
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, PC. 3,550 0   3,550

TY 2025 InvestmentsCorpStockSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS & BONDS 14,919,706 14,919,706

TY 2025 OtherExpensesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MASS FILING FEE 519 0   519
CHECK ORDER COST 478 0   478


TY 2025 OtherIncreasesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Description Amount
UNREALIZED GAINS 124,359


TY 2025 TaxesSchedule
Name:
INSTITUTION FOR SAVINGS IN NEWBURYPORT &
 
ITS VICINITY CHARITABLE FOUNDATION INC
EIN:
04-3353621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 44,037 0   0
FOREIGN TAX 22 22   0