2024-04-03T07:22:15-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 113689271 Bluestone Bank Charitable Foundation Inc BLUE 5088843326 756 Orchard Street Raynham MA 02767 Margaret McIsaac President 5088843326 2024-03-28 1 Margaret McIsaac 999009999 0 Connor Smart P02285543 2078792100 2024-03-28 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 555249 X 150000 10453 10453 18389 125437 18389 178842 28842 0 0 0 3000 1500 1500 2398 0 0 144 0 144 5542 1500 1644 197055 197055 202597 1500 198699 -23755 27342 27070 104473 104473 32407 14966 14966 288395 277833 277833 182446 157977 157977 530318 555249 555249 0 0 X 0 0 0 0 530318 555249 530318 555249 530318 555249 530318 -23755 48686 555249 0 555249 Publicly Traded Securities 110851 107048 3803 3803 Capital Gains Dividends P 14586 14586 14586 18389 380 0 380 0 380 1200 0 0 0 1200 0 820 820 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 www.bluestone.bank/home/about-us/grants Richard Burgess 5088843326 756 Orchard Street Raynham MA 02767 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Debra Cromwell 756 Orchard Street Raynham MA 02767 Director (end 3/2023) 2.00 0 0 0 Michael Giancolo 756 Orchard Street Raynham MA 02767 Director (start 4/2023) 2.00 0 0 0 Steven Oberlander 756 Orchard Street Raynham MA 02767 Director 2.00 0 0 0 Robert Peixoto 756 Orchard Street Raynham MA 02767 Director 2.00 0 0 0 James Wood 756 Orchard Street Raynham MA 02767 Director (end 3/2023) 2.00 0 0 0 Margaret D McIsaac 756 Orchard Street Raynham MA 02767 President/Director 2.00 0 0 0 Kimberly Thomas 756 Orchard Street Raynham MA 02767 Chair 2.00 0 0 0 Michael Baker 756 Orchard Street Raynham MA 02767 Treasurer 2.00 0 0 0 Diane Pereira 756 Orchard Street Raynham MA 02767 Clerk (end 1/2023) 2.00 0 0 0 Nicholas Gervasi 756 Orchard Street Raynham MA 02767 Clerk (start 1/2023) 2.00 0 0 0 NONE 0 NONE 0 0 448518 86307 0 534825 0 0 534825 8022 526803 26340 26340 380 380 25960 0 25960 0 25960 198699 0 198699 25960 0 0 159784 214395 213196 67128 171825 826328 198699 0 0 0 25960 172739 0 0 999067 0 0 0 0 0 0 159784 839283 214395 213196 67128 171825 172739 Nicholas Gervasi Bluestone Bank 756 Orchard Street Raynham MA 02767 5088843326 A Grant application can be found at: https://www.bluestone.bank/home/about-us/grants Applicants must be prepared to include with their proposals the following documents: a copy of the their IRS Determination Letter of 501(c)(3) status and tax identification number; a cover letter identifying the objective of the applicant's proposal; a project budget; a list of funding sources for the proposal, if beyond support from the Foundation; a list of the applicant's Board Members and a detail of Board Participation; and information regarding any relationship between the applicant and Bluestone Bank. The Foundation has historically considered grant applications every three months. The Foundation prioritizes local organizations that create a positive impact in the community, and that benefit predominantly low-to-moderate income households. Historically, this means that the Foundation has focused on organizations that target: affordable housing and homelessness issues; economic development and community partnerships; health and human services; education, youth services, and literacy; and special projects and capacity building. Ames Free Library 53 Main Street North Easton MA 02356 N/A PC General Support 2000 Attleboro Arts Museum 86 Park Street Attleboro MA 02703 N/A PC General Support 2500 Attleboro YMCA 63 North Main Street Attleboro MA 02703 N/A PC General Support 1000 Be Inspired Together 247 Washington Street Stoughton MA 02072 N/A PC General Support 2000 Best Buddies International 100 Southeast 2nd Street 2200 Miami FL 33131 N/A PC General Support 1250 Boy Scouts of America - Narragansett Council 223 Scituate Avenue Cranston RI 02921 N/A PC General Support 5000 Bridgewater Food Pantry 71 Central Square Bridgewater MA 02324 N/A PC General Support 2000 Children's Museum in Easton PO Box 417 North Easton MA 02356 N/A PC General Support 4000 Cupboard of Kindness 70 East Main Street Norton MA 02766 N/A PC General Support 2000 Father Bills & MainSpring 430 Belmont Street Brockton MA 02301 N/A PC General Support 5000 Franklin Food Pantry 43 West Central Street Franklin MA 02038 N/A PC General Support 2000 Girl Scouts of Eastern Massachusetts 265 Beaver Street Waltham MA 02452 N/A PC General Support 2000 Health and Social Services Consortium Inc 545 South Street Walpole MA 02081 N/A PC General Support 4000 Health Imperatives Inc 942 West Chestnut Street Brockton MA 02301 N/A PC General Support 2500 Hockomock Area YMCA 300 Elmwood Street North Attleboro MA 02760 N/A PC General Support 2500 HopeHealth Hospice & Palliative Care 1085 North Main Street Providence RI 02904 N/A PC HopeHealth Community VNA 5000 Horace Mann Education Associates (HMEA) 8 Forge Park East Franklin MA 02038 N/A PC General Support 5000 Joe Andruzzi Foundation 49 Plain Street Suite 500 North Attleboro MA 02760 N/A PC General Support 2500 Keeping Pace with Multiple Miracles 389 West Center Street West Bridgewater MA 02379 N/A PC General Support 2500 Lenore's Food Pantry 43 South Washington Street North Attleboro MA 02760 N/A PC General Support 2000 Living Bread Food Pantry 16 East Bacon Street Plainville MA 02762 N/A PC General Support 2000 Mansfield Public Library 255 Hope Street Mansfield MA 02048 N/A PC General Support 1300 Marshfield Food Pantry 1837 Ocean Street Marshfield MA 02050 N/A PC General Support 2000 Mass Arts Center (MMAS) 888 South Main Street Mansfield MA 02048 N/A PC General Support 50000 My Brother's Keeper 534 Washington Street Easton MA 02357 N/A PC General Support 10000 Norton Embracing Educational Development 64 West Main Street Norton MA 02766 N/A PC General Support 1500 Old Bridgewater Historical Society 162 Howard Street West Bridgewater MA 02379 N/A PC General Support 3005 Old Colony Habitat for Humanity - Attleboro 9 Washington Street Attleboro MA 02703 N/A PC General Support 10000 Our Daily Bread Food & Resource Center 111 High Street Taunton MA 02780 N/A PC General Support 4500 Our Daily Bread Mansfield 15 West Street Mansfield MA 02048 N/A PC General Support 2000 Pembroke Firehouse Food Pantry 32 School Street Pembroke MA 02359 N/A PC General Support 2000 Raising a Reader Massachusetts 53 State Street 500 Boston MA 02109 N/A PC General Support 2000 Raynham Food Basket 494 Church Street Raynham MA 02767 N/A PC General Support 2000 School on Wheels Inc 100 Laurel Street East Bridgewater MA 02333 N/A PC General Support 3000 Sharon Community Chamber Orchestra PO Box 128 Sharon MA 02067 N/A PC General Support 1500 South Shore Children's Chorus 444 Washington Street Quincy MA 02169 N/A PC General Support 2500 South Shore Health Foundation 55 Fogg Road South Weymouth MA 02190 N/A PC General Support 5000 Southeastern MA Arts Collaborative (SMARTS) 1125 South Main Street Attleboro MA 02703 N/A PC General Support 2000 Space2Thrive Inc 5 Hurteau Road Millville MA 01529 N/A PC General Support 2500 Special Olympics of MA 512 Forest Street Marlborough MA 01752 N/A PC General Support 5000 St Vincent de Paul - East Bridgewater 210 Central Street East Bridgewater MA 02333 N/A PC General Support 2000 St Vincent de Paul - Middleboro 53 Oak Street Middleborough MA 02346 N/A PC General Support 2000 St Vincent de Paul Society - Norton 1 Power Street Norton MA 02766 N/A PC General Support 7500 The ARC of Bristol County 16 Hillside Avenue Attleboro MA 02703 N/A PC General Support 6000 The Massachusetts Coalition for the Homeless 73 Buffum Street Lynn MA 01902 N/A PC General Support 5000 Unique Dance Steps Academy Two PO Box 445 North Attleboro MA 02761 N/A PC General Support 2000 West Bridgewater Food Pantry Inc 457r South Main Street West Bridgewater MA 02379 N/A PC General Support 2000 197055 0 14 10453 18 18389 0 28842 0 28842 0 0 0 0 0 0 0 0 0 0 X X 1 Bluestone Bank 756 Orchard Street Raynham MA 02767 150000 X Tax Prep Fees 3000 1500 1500 Massachusetts Bankers Association Charitable Foundation Inc 1 Washington Mall Fl 8 Boston MA 02108 2022-01-31 3000 To support the Massachusetts Bankers Association Charitable Foundation's ("MBACF") annual community grants, which in 2022 awarded 52 grants, totaling $162,000, to worthy non-profit organizations. The MBACF is distributing the grants over eight geographic regions across the Commonwealth. Of the many well-deserving social service agencies, this year's awards are given to organizations that are aiding in the battle of hunger; promoting academic, social, and emotional growth and equality; alleviating homelessness; promoting skill development to close the opportunity divide; addressing domestic violence, women's shelters, and empowerment; and more. 3000 To the best of the Foundation's knowledge there was no diversion of assets. 2023-05-04 Based on reports received, the Massachusetts Bankers Association Charitable Foundation's ("MBACF") awarded 52 grants, totaling $162,000, to worthy non-profit organizations. Based on the reports received and to the best of the Foundation's knowledge, there was also no diversion of assets for purposes other than the intended charitable uses. The grant paid to this Organization was submitted in the 2022 tax year. However, because final reports were received during the 2023 tax year, this disclosure has been provided for transparency and compliance purposes. The Foundation did not make any other payments to this Organization during this tax year. 1888.88 units Fed Her Opp High Yield Bond 16698 16698 1788.90 units Rivernorth/Doubline Line Stra 15599 15599 5583.28 units Sterling Cap Ttl Return Bond 52371 52371 1828.22 units Vanguard GNMA Fund-Adm 17094 17094 982.85 units Vanguard S/T Treasury Index-Adm 19107 19107 2267.39 units Baird Short Term Bond Fd 21336 21336 1338.88 units Cohen & Steers PR Sec&Inc 15772 15772 525.01 units Delaware Small Cap Core - Inst 14632 14632 3252.96 units Putnam Large Cap Value Fund Y 100386 100386 1673.51 units Clearbridge Large Cap Growth - I 102218 102218 300 units iShares MSCI EAFE ETF 22605 22605 150 units iShares Gold Trust 5855 5855 382.83 units MFS Mid Cap Value Fund - I 11772 11772 491.11 units Champlain Mid Cap Fund-Ins 11850 11850 607.35 units Baron Emerging Markets-Ins 8515 8515 Filing Fees 144 0 144 Unrealized Gain/Loss on Securities 48686 Excise Taxes 2398 0 0