Nonprofit · EIN 04-3505349
BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC
Tax-exempt · BOSTON, MA 02210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $247,850 | $306,929 | -$59,079 | $316,836 | $0 | $316,836 |
| December 31, 2024 | 990 | $272,555 | $120,242 | $152,313 | $375,915 | $0 | $375,915 |
| December 31, 2023 | 990 | $231,740 | $136,642 | $95,098 | $221,864 | $0 | $221,864 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $276,397
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$28,547
- Other revenue
- -$28,547
Expenses
- Grants and similar amounts paid
- $291,614
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,150
- Program services (functional)
- $291,614
- Management and general (functional)
- $15,315
Balance sheet and other
- Total assets, start of year
- $375,915
- Total assets, end of year
- $316,836
- Total liabilities, end of year
- $0
- Net assets, end of year
- $316,836
- Gross receipts
- $383,845
- Employees
- 0
- Volunteers
- 138
- Year formed
- 2000
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C PORTER | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JILL TOWER CONSTANTINE | CLERK Trustee or director, Officer | 4 | $0 |
| MAUREEN WHOLEY | TREASURER Trustee or director, Officer | 4 | $0 |
| BRYAN MORRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN BUTTERWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN L SILVERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDY PARKER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL ARNHEITER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW CLEARY | BOARD MEMBER Trustee or director | 1 | $0 |
| HANNAH TRUDEAU | CLERK FROM 03/01/25 Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C PORTER | PRESIDENT Trustee or director, Officer | 4 | $0 |
| JILL TOWER CONSTANTINE | CLERK Trustee or director, Officer | 3 | $0 |
| MAUREEN WHOLEY | TREASURER Trustee or director, Officer | 3 | $0 |
| BRYAN MORRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN BUTTERWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN L SILVERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDY PARKER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL ARNHEITER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW CLEARY | BOARD MEMBER Trustee or director | 1 | $0 |
| THOMAS O'CONNOR | LEGAL ADVISOR (PART YEAR) Trustee or director | 2 | $0 |
| WALTER R MAY III | BOARD MEMBER (PART YEAR) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C PORTER | PRESIDENT Trustee or director, Officer | 4 | $0 |
| THOMAS O'CONNOR | LEGAL ADVISOR Trustee or director | 2 | $0 |
| JILL TOWER CONSTANTINE | CLERK Trustee or director, Officer | 3 | $0 |
| MAUREEN WHOLEY | TREASURER Trustee or director, Officer | 3 | $0 |
| BRYAN MORRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN BUTTERWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN L SILVERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| WALTER R MAY III | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDY PARKER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL ARNHEITER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW CLEARY | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 MARINA PARK DRIVE 16TH FLOOR, BOSTON, MA 02210-1832
- In care of
- % DAVID C PORTER
- Principal officer (990 for 2025)
- MAUREEN WHOLEY, 1 MARINA PARK DRIVE 16TH FLOOR, BOSTON, MA 02210
- Signed the 990
- MAUREEN WHOLEY, TREASURER
- Phone
- (617) 585-4500
- Website
- WWW.BAYSTATEFOUNDATION.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO RAISE CASH THROUGH VARIOUS EVENTS TO SUPPORT NEW ENGLAND/BOSTON BASED CHARITIES.
Program accomplishments
- 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.Expenses $291,614 · grants $291,614
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3505349
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $316,836
- Income (IRS master file)
- $383,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $247,850 | $306,929 | $316,836 | XML |
| 990 | December 2024 | $272,555 | $120,242 | $375,915 | XML |
| 990 | December 2023 | $231,740 | $136,642 | $221,864 | XML |
| 990 | December 2022 | $167,410 | $88,838 | $120,693 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3505349).
Questions about BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC
- What is the EIN of BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC is 04-3505349.
- Is BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names MAUREEN WHOLEY.
- Who are the officers and directors of BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does BAYSTATE FINANCIAL CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $247,850, expenses of $306,929 and total assets of $316,836 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations