This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $19,422,313 | $17,730,468 | $90,268 | $378,327,787 | $31,074,843 |
| FY2023 | 990 | $17,647,270 | $15,245,944 | $127,110 | $367,484,676 | $29,892,235 |
| FY2022 | 990 | $12,416,891 | $10,382,805 | $50,000 | $334,286,442 | $26,793,385 |
| FY2021 | 990 | $11,808,191 | $10,403,697 | $81,004 | $315,403,428 | $27,122,954 |
| FY2020 | 990 | $12,139,021 | $11,268,248 | $2,235 | $300,448,236 | $26,409,307 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| ST JEAN'S CREDIT UNION CHARITABLE FOUNDATIONSALEM, MA | CHARITABLE CONTRIBUTIONS | $125,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C David Surface | President/CEO | 40.0 | $411,130 |
| Kathleen Donahue | Executive Vice President | 40.0 | $182,907 |
| Stephen Pedro | CFO | 40.0 | $160,980 |
| James Metcalf | VP Consumer Lending |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| charitable contributions |
| $100,000 |
| 2024 |
| ST JEAN'S CREDIT UNION CHARITABLE FOUNDATIONSALEM, MA | CHARITABLE CONTRIBUTIONS | $81,004 | 2021 |
| ST JEAN'S CREDIT UNION CHARITABLE FOUNDATIONSALEM, MA | CHARITABLE CONTRIBUTIONS | $50,000 | 2022 |
| 40.0 |
| $147,700 |
| Christopher Nardone | Chief Lending Officer | 40.0 | $136,520 |
| Aline Pavao | Dir of Human Resources | 40.0 | $129,500 |
| Kathryn Macdonald | VP of Compliance | 40.0 | $131,240 |
| Nicole Cokorogianis | VP IT | 40.0 | $133,499 |
| Ira Novoselsky | Treasurer/Clerk/director | 2.0 | $0 |
| Lawrence Rausch | Director | 2.0 | $0 |
| Cheryl Webster | Director | 2.0 | $0 |
| Stephen Salvo | Director | 2.0 | $0 |
| Steven Walsh | Chairman | 4.0 | $0 |
| Paul Amirault | 1st Vice Chairman | 2.0 | $0 |
| Timothy Shea | 2nd Vice Chairman | 2.0 | $0 |
| Shawn Newton | Director | 2.0 | $0 |
| Joy Livramento-Bryant | Director | 2.0 | $0 |
| George Anzuoni | Director | 2.0 | $0 |
| Alejandra Kough | Director | 2.0 | $0 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202432059349301223
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202302069349301015
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202222349349300982
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202102099349300145
Form 990 · FY2019 · period ending Dec 31, 2019
Filing id 202042169349300729
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201922079349301162
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201843109349301864
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201723199349308727
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.