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Bluestone Bank Charitable Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$174k (2024)

Expenses
$193k (2024)

Total Assets
$573k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Years with multiple filings
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,980
Expenses
$192,823
Net Income
-$18,843
Net Assets
$573,101
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,070
86.3%
Interest Revenue $0
Dividends $10,265
5.9%
Sales of Assets $13,645
7.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $191,020
99.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $573,101
Total Liabilities $0
Net Assets $573,101
Compensation
Key Employees and Officers Compensation Other
William Clay (Director (Start 8/2024)) $0 $0
Jennifer Colburn (Director (Start 8/2024)) $0 $0
Michael Giancolo (Director) $0 $0
Christine Moscaritolo (Director (Start 8/2024)) $0 $0
Steven Oberlander (Director) $0 $0
Robert Peixoto (Director (Start 8/2024)) $0 $0
Margaret D Mc Isaac (President/Director) $0 $0
Kimberly Thomas (Chair) $0 $0
Michael Baker (Treasurer (End 1/2024)) $0 $0
Nicholas Gervasi (Clerk) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,842
Expenses
$202,597
Net Income
-$23,755
Net Assets
$555,249
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
83.9%
Interest Revenue $0
Dividends $10,453
5.8%
Sales of Assets $18,389
10.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,699
98.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $555,249
Total Liabilities $0
Net Assets $555,249
Compensation
Key Employees and Officers Compensation Other
Debra Cromwell (Director (End 3/2023)) $0 $0
Michael Giancolo (Director (Start 4/2023)) $0 $0
Steven Oberlander (Director) $0 $0
Robert Peixoto (Director) $0 $0
James Wood (Director (End 3/2023)) $0 $0
Margaret D Mc Isaac (President/Director) $0 $0
Kimberly Thomas (Chair) $0 $0
Michael Baker (Treasurer) $0 $0
Diane Pereira (Clerk (End 1/2023)) $0 $0
Nicholas Gervasi (Clerk (Start 1/2023)) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$517,592
Expenses
$205,602
Net Income
$311,990
Net Assets
$530,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $430,046
83.1%
Interest Revenue $0
Dividends $7,293
1.4%
Sales of Assets $80,253
15.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,492
97.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $530,318
Total Liabilities $0
Net Assets $530,318
Compensation
Key Employees and Officers Compensation Other
Debra Cromwell (Director) $0 $0
Steven Oberlander (Director) $0 $0
Robert Peixoto (Director) $0 $0
Peter Dello Russo (Director) $0 $0
James Wood (Director) $0 $0
Margaret D Mc Isaac (President/Director) $0 $0
Kimberly Thomas (Chair) $0 $0
Michael Baker (Treasurer) $0 $0
Diane Pereira (Clerk) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$163,811
Expenses
$70,564
Net Income
$93,247
Net Assets
$346,586
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
91.6%
Interest Revenue $0
Dividends $893
0.5%
Sales of Assets $11,555
7.1%
Other Income $1,363
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,500
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $346,586
Total Liabilities $0
Net Assets $346,586
Compensation
Key Employees and Officers Compensation Other
Margaret D Mcisaac (President/Director) $0 $0
Michael Baker (Treasurer) $0 $0
Kimberly Thomas (Director) $0 $0
Peter Dello Russo (Director) $0 $0
Debra Crowell (Director) $0 $0
Diane Pereira (Clerk) $0 $0
Steven Oberlander (Director) $0 $0
Robert Peixoto (Director) $0 $0
James Wood (Director) $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,371
Expenses
$62,677
Net Income
$11,694
Net Assets
$256,276
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $60,925
81.9%
Interest Revenue $0
Dividends $2,738
3.7%
Sales of Assets $10,708
14.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,623
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,276
Total Liabilities $0
Net Assets $256,276

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,836
Expenses
$61,696
Net Income
-$26,860
Net Assets
$224,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $23,397
67.2%
Interest Revenue $0
Dividends $3,452
9.9%
Sales of Assets $6,047
17.4%
Other Income $1,940
5.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,950
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $224,457
Total Liabilities $0
Net Assets $224,457

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,321
Expenses
$67,530
Net Income
$17,791
Net Assets
$243,958
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,746
5.6%
Interest Revenue $0
Dividends $3,992
4.7%
Sales of Assets $8,641
10.1%
Other Income $67,942
79.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,700
57.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,959
Total Liabilities $1
Net Assets $243,958
Compensation
Key Employees and Officers Compensation Other
James C Lively (President/Director) $0 $0
Richard Burgess Jr (Treasurer) $0 $0
Joseph W Mitchell (Director) $0 $0
Peter Dello Russo (Director) $0 $0
Edward F Sousa (Director) $0 $0
Diane Pereira (Clerk) $0 $0
Richard W Fisher (Director) $0 $0
Robert Peixoto (Director) $0 $0
Kristene Resendes (Director) $0 $0
Michael P Kemple (Director) $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,215
Expenses
$79,646
Net Income
$1,569
Net Assets
$230,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,597
4.4%
Interest Revenue $0
Dividends $2,854
3.5%
Sales of Assets $6,451
7.9%
Other Income $68,313
84.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,965
69.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,115
Total Liabilities $0
Net Assets $230,115
Compensation
Key Employees and Officers Compensation Other
James C Lively (President/Director) $0 $0
Richard Burgess Jr (Treasurer) $0 $0
Joseph W Mitchell (Director) $0 $0
Peter Dello Russo (Director) $0 $0
Edward F Sousa (Director) $0 $0
Diane Pereira (Clerk) $0 $0
Richard W Fisher (Director) $0 $0
Robert Peixoto (Director) $0 $0
Kristene Resendes (Director) $0 $0

Document Links

Fiscal Year Ending Sept.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,293
Expenses
$68,371
Net Income
-$10,078
Net Assets
$183,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,079
5.3%
Interest Revenue $0
Dividends $3,055
5.2%
Sales of Assets $0
Other Income $53,101
91.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,219
60.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $183,183
Total Liabilities $0
Net Assets $183,183

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,796
Expenses
$79,995
Net Income
-$16,199
Net Assets
$199,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $157
0.2%
Interest Revenue $0
Dividends $2,403
3.8%
Sales of Assets $9,837
15.4%
Other Income $51,399
80.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,545
66.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $199,659
Total Liabilities $0
Net Assets $199,659

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,825
Expenses
$61,395
Net Income
$4,430
Net Assets
$201,676
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $412
0.6%
Interest Revenue $524
0.8%
Dividends $2,646
4.0%
Sales of Assets $15,783
24.0%
Other Income $46,460
70.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,270
54.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $201,676
Total Liabilities $0
Net Assets $201,676

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,867
Expenses
$66,411
Net Income
-$7,544
Net Assets
$207,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000
5.1%
Interest Revenue $1,991
3.4%
Dividends $2,250
3.8%
Sales of Assets $2,361
4.0%
Other Income $49,265
83.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,234
57.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $207,043
Total Liabilities $0
Net Assets $207,043

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,879
Expenses
$45,603
Net Income
$7,276
Net Assets
$196,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,919
3.6%
Dividends $2,206
4.2%
Sales of Assets $277
0.5%
Other Income $48,477
91.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,417
55.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $196,471
Total Liabilities $0
Net Assets $196,471

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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