2026-07-14T15:50:05-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 800 SOUTH STREET STE 250 WALTHAM MA 02453 990 2025-01-01 043505349 BAYSTATE FINANCIAL SERVICES FOUNDATION INC BAYS 6175854500 1 MARINA PARK DRIVE 16TH FLOOR BOSTON MA 02210 MAUREEN WHOLEY TREASURER 6175854500 2026-06-25 1 JEFFREY SOLOMON P00039505 7814538700 2026-06-25 2025 2025-03-06 01:10:19Z MAUREEN WHOLEY 1 MARINA PARK DRIVE 16TH FLOOR BOSTON MA 02210 383845 0 X WWW.BAYSTATEFOUNDATION.ORG X 2000 MA IN 2025 WE HELD OUR ANNUAL GOLF TOURNAMENT AS WELL AS A CORNHOLE TOURNAMENT, A 3 ON 3 BASKETBALL TOURNAMENT AND AN OFFICE WIDE 'DRESS DOWN' DAY. WE ALSO COORDINATED 7 GROUP VOLUNTEER OPPORTUNITIES FOR OUR ASSOCIATES TO PARTICIPATE IN. 10 10 0 138 0 0 284433 276397 0 0 31 0 -11909 -28547 272555 247850 95710 291614 0 0 0 0 0 0 0 24532 15315 120242 306929 152313 -59079 375915 316836 0 0 375915 316836 TO RAISE CASH THROUGH VARIOUS EVENTS TO SUPPORT NEW ENGLAND/BOSTON BASED CHARITIES. 0 0 291614 291614 ANNUALLY HOSTS CHARITABLE GOLF TOURNAMENTS THAT GENERATE RESOURCES TO SUPPORT DONATIONS TO VARIOUS LOCAL CHARITIES, INCLUDING BOSTON CHILDREN'S HOSPITAL, JUNIOR ACHIEVEMENT OF GREATER BOSTON, LAKES REGION COMMUNITY COLLEGE, READ TO A CHILD, AND THE UCONN FOUNDATION. IN ADDITION, THE ORGANIZATION CONDUCTED A CORNHOLE TOURNAMENT, A BASKETBALL TOURNAMENT, AND FUNDRAISING THROUGH AN OFFICE "DRESS DOWN" DAY; THESE ACTIVITIES DID NOT INCUR EXPENSES FROM THE FOUNDATION. 291614 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X X MAUREEN WHOLEY KAREN GOSCINAK 6175854563 1 MARINA PARK DRIVE 16TH FLOOR BOSTON MA 02210 X DAVID C PORTER PRESIDENT 3.00 0.00 X X 0 0 0 JILL TOWER CONSTANTINE CLERK 4.00 0.00 X X 0 0 0 MAUREEN WHOLEY TREASURER 4.00 0.00 X X 0 0 0 BRYAN MORRELL BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN BUTTERWORTH BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN L SILVERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY PARKER BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL ARNHEITER BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW CLEARY BOARD MEMBER 1.00 0.00 X 0 0 0 HANNAH TRUDEAU CLERK FROM 03/01/25 3.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 172707 103690 276397 107448 172707 135995 -28547 -28547 247850 0 0 -28547 268862 268862 22752 22752 11150 11150 332 332 CREDIT CARD FEES 2115 2115 DUES AND SUBSCRIPTIONS 1445 1445 REGISTRATION FEES 130 130 143 143 306929 291614 15315 0 368295 309216 107 107 7513 7513 375915 316836 0 0 X 0 0 0 0 375915 316836 375915 316836 375915 316836 -59079 0 X 0 0 0 X 10052 49356 127156 284433 276397 747394 10052 49356 127156 284433 276397 747394 5000 20000 41500 129500 33000 229000 0 5000 20000 41500 129500 33000 229000 518394 30 31 61 30 31 61 10052 49356 127186 284464 276397 747455 0.69350 0.79910 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 268707 172707 96000 1800 55000 26599 48573 3 11448 11448 4023 280155 172707 107448 1800 55000 26599 52596 135995 -28547 1 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 042774441 501C3 ORGANIZATION 22500 0 TO FULFILL THE PURPOSES OF THE ORGANIZATION TOMMY BOHANON FOUNDATION 6004 EAGLE WATCH CT NORTH FORT MYERS FL 33917 821716574 501C3 ORGANIZATION 7500 0 TO FULFILL THE PURPOSES OF THE ORGANIZATION ELON UNIVERSITY 2615 CAMPUS BOX ELON NC 27244 560532303 501C3 ORGANIZATION 100000 0 TO FULFILL THE PURPOSES OF THE ORGANIZATION YOUTH HAVEN 5867 WHITAKER ROAD NAPLES FL 34112 237065187 501C3 ORGANIZATION 40000 0 TO FULFILL THE PURPOSES OF THE ORGANIZATION CIRCLE OF CARE 144 DANBURY ROAD WILTON CT 06897 262224475 501C3 ORGANIZATION 7500 0 TO FULFILL THE PURPOSES OF THE ORGANIZATION 5 0 SCHOLARSHIP/TUITION 5 22752 PART I, LINE 2: GRANTS ARE DETERMINED ON CASE BY CASE BASIS. THEY ARE REVIEWED FOR ALLIANCE WITH OUR MISSION AS WELL AS AMOUNTS REQUESTED AND PLANS FOR USE. WE MONITOR GRANTS AND FUNDS VIA EMAIL/REQUESTS, KEEP COPIES OF REQUESTS AS WELL AS DISBURSEMENT CHECKS, CREDIT CARD STATEMENTS & BANK STATEMENTS SO WE CAN TRACK. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST AS WELL AS AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. THERE ARE ALSO VARIOUS WEBSITES SUCH AS GUIDESTAR WHICH PROVIDE ACCESS TO THE ORGANIZATION'S FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX FILINGS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.