2025-03-26T10:00:03-05:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 113689271 Bluestone Bank Charitable Foundation Inc BLUE 5088843326 756 Orchard Street Raynham MA 02767 Margaret McIsaac President 5088843326 2025-03-24 1 0 Nicholas E Porto P01310283 2078792100 2025-03-24 2024 2025-03-06 01:10:19Z X 573101 X 150070 10265 10265 13645 33718 13645 173980 23910 0 0 0 3100 1550 1550 253 0 0 70 0 70 3423 1550 1620 189400 189400 192823 1550 191020 -18843 22360 104473 84260 84260 14966 13969 13969 277833 317453 317453 157977 157419 157419 555249 573101 573101 0 0 X 0 0 0 0 555249 573101 555249 573101 555249 573101 555249 -18843 36695 573101 0 573101 Publicly Traded Securities 20117 20073 44 44 Capital Gains Dividends P 13601 13601 13601 13645 311 0 311 0 311 1073 0 0 0 1073 0 762 762 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 0 0 0 0 0 0 William Clay 756 Orchard Street Raynham MA 02767 Director (start 8/2024) 2.00 0 0 0 Jennifer Colburn 756 Orchard Street Raynham MA 02767 Director (start 8/2024) 2.00 0 0 0 Michael Giancolo 756 Orchard Street Raynham MA 02767 Director 2.00 0 0 0 Christine Moscaritolo 756 Orchard Street Raynham MA 02767 Director (start 8/2024) 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 (start 8/2024) 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 (end 1/2024) 2.00 0 0 0 Nicholas Gervasi 756 Orchard Street Raynham MA 02767 Clerk 2.00 0 0 0 NONE 0 NONE 0 0 455138 91753 0 546891 0 0 546891 8203 538688 26934 26934 311 311 26623 0 26623 0 26623 191020 0 191020 26623 0 0 214395 213196 67128 171825 172739 839283 191020 0 0 0 26623 164397 0 0 1003680 0 0 0 0 0 0 214395 789285 213196 67128 171825 172739 164397 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. Ascension Career Training 332 Marion Road Middleboro MA 02346 N/A PC General Support 5000 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 2500 Be community 401 West Center Street E3 West Bridgewater MA 02379 N/A PC General Support 2500 Boy Scouts of America - Narragansett Council 223 Scituate Avenue Cranston RI 02921 N/A PC General Support 3000 Bridgewater Food Pantry 71 Central Square Bridgewater MA 02324 N/A PC General Support 2700 Bridgewater Junior Music Boosters 200 South Street Bridgewater MA 02324 N/A PC General Support 1500 Children's Museum in Easton PO Box 417 North Easton MA 02356 N/A PC General Support 1500 Coaching4Change 427 Winthrop Street Taunton MA 02780 N/A PC General Support 3000 Confikids Inc PO Box 71 Foxboro MA 02035 N/A PC General Support 2500 Cupboard of Kindness 70 East Main Street Norton MA 02766 N/A PC General Support 2700 Digger Foods 63 Pleasant Street Sharon MA 02067 N/A PC General Support 5000 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 2700 Girl Scouts of Eastern Massachusetts 265 Beaver Street Waltham MA 02452 N/A PC General Support 3000 Habitat for Humanity of Greater Plymouth PO Box 346 Carver MA 02330 N/A PC General Support 2000 Health Imperatives Inc 942 West Chestnut Street Brockton MA 02301 N/A PC General Support 3000 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 Howard School 70 Howard Street West Bridgewater MA 02379 N/A GOV General Support 1800 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 2700 Lines and Spaces Inc 32 Hammond Road Belmont MA 02478 N/A PC General Support 4000 Living Bread Food Pantry 16 East Bacon Street Plainville MA 02762 N/A PC General Support 2700 Mansfield Elementary School Association 255 East Street Mansfield MA 02048 N/A PC General Support 1000 Marshfield Food Pantry 1837 Ocean Street Marshfield MA 02050 N/A PC General Support 2700 My Brother's Keeper 534 Washington Street Easton MA 02357 N/A PC General Support 7500 New Hope Inc 247 Maple Street Attleboro MA 02703 N/A PC General Support 5000 Old Colony Habitat for Humanity - Attleboro 9 Washington Street Attleboro MA 02703 N/A PC General Support 10000 Old Colony YMCA 320 Main Street Brockton MA 02301 N/A PC General Support 5000 Our Daily Bread Food & Resource Center 111 High Street Taunton MA 02780 N/A PC General Support 5200 Our Daily Bread Mansfield 15 West Street Mansfield MA 02048 N/A PC General Support 2700 Pave Your Path Inc 18 Timbeline Drive Mansfield MA 02048 N/A PC General Support 3000 Pembroke Firehouse Food Pantry 32 School Street Pembroke MA 02359 N/A PC General Support 2700 Raising a Reader Massachusetts 53 State Street 500 Boston MA 02109 N/A PC General Support 5000 Raynham Food Basket 494 Church Street Raynham MA 02767 N/A PC General Support 2700 Rise Above Foundation Inc PO Box 174 Northbridge MA 01534 N/A PC General Support 2500 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 Habitat for Humanity 77 Accord Park Drive D7 Norwell MA 02061 N/A PC General Support 2000 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 2700 St Vincent de Paul - Middleboro 53 Oak Street Middleborough MA 02346 N/A PC General Support 2700 St Vincent de Paul Society - Norton 1 Power Street Norton MA 02766 N/A PC General Support 10000 Taunton Diversity Network Inc 20 Kings Court Taunton MA 02780 N/A PC General Support 2500 The ARC of Greater Brockton 1250 West Chestnut Street Brockton MA 02301 N/A PC General Support 3000 The Literacy Center Inc 80 North Main Street Attleboro MA 02703 N/A PC General Support 3000 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 3000 United Way of Greater Plymouth County 934 West Chestnut Street Brockton MA 02301 N/A PC General Support 2500 West Bridgewater Food Pantry Inc 457 South Main Street 28 West Bridgewater MA 02379 N/A PC General Support 2700 189400 0 14 10265 18 13645 0 23910 0 23910 0 0 0 0 0 0 0 0 0 0 X X 1 Bluestone Bank 756 Orchard Street Raynham MA 02767 150070 X Tax Prep Fees 3100 1550 1550 2005.64 units Fed Her Opp High Yield Bond 17770 17770 1047.21 units Rivernorth/Doubline Line Stra 9194 9194 5813.05 units Sterling Cap Ttl Return Bond 53480 53480 1895.45 units Vanguard GNMA Fund-Adm 17287 17287 1024.53 units Vanguard S/T Treasury Index-Adm 19876 19876 2368.05 units Baird Short Term Bond Fd 22402 22402 1415.46 units Cohen & Steers PR Sec&Inc 17410 17410 268.23 units Macquarie Small Cap Core-Inst 8151 8151 3474.44 units Putnam Large Cap Value Fund Y 119799 119799 1745.74 units Clearbridge Large Cap Growth - I 130861 130861 300 units iShares MSCI EAFE ETF 22683 22683 150 units iShares Gold Trust 7426 7426 312.96 units MFS Mid Cap Value Fund - I 9933 9933 393.96 units Champlain Mid Cap Fund-Ins 9412 9412 612.11 units Baron Emerging Markets-Ins 9188 9188 Filing Fees 70 0 70 Unrealized Gain/Loss on Securities 36695 Excise Taxes 253 0 0