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Rockland Trust Blue Hills Charitable Foundation

  • Rockland, MA
  • Tax-exempt since Dec. 2015
  • EIN: 46-5474132

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 / Private Grantmaking Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$1.24M (2022)

Expenses
$1.15M (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2014 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,237,423
Expenses
$1,148,110
Net Income
$89,313
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $521,471
42.1%
Sales of Assets $685,786
55.4%
Other Income $30,166
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,031,950
89.9%
Compensation of Officers* $5,000
0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
David Houston (Director) $2,500 $0
Scott Smith (Director) $2,500 $0
Edward H Seksay (President/Director) $0 $0
Jeffrey Smith (Director) $0 $0
Gerard Nadeau (Director) $0 $0
Margaret Mccarthy (Director) $0 $0
Alexandra Antonino (Treasurer) $0 $0
Andrea Borowiecki (Clerk/Secretary) $0 $0
Joshua Hanson (Asst. Treasurer) $0 $0
Alastair Ironside (Director) $0 $0
Edward Merritt (Director) $0 $0
Patricia Natale (Director) $0 $0
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Document Links

990-PF
Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,797,176
Expenses
$1,159,651
Net Income
$637,525
Net Assets
$20,392,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $482,981
26.9%
Sales of Assets $1,314,195
73.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,056,614
91.1%
Compensation of Officers* $3,000
0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,392,462
Total Liabilities $0
Net Assets $20,392,462
Compensation
Key Employees and Officers Compensation Other
David Houston (Director) $1,250 $0
Scott Smith (Director) $1,250 $0
Edward Merritt (Director) $500 $0
Edward H Seksay (Director) $0 $0
Jeffrey Smith (Director) $0 $0
Gerard Nadeau (Director) $0 $0
Margaret Mccarthy (Director) $0 $0
Alexandra Antonino (Treasurer (Nonvoting)) $0 $0
Andrea Borowiecki (Clerk (Nonvoting)) $0 $0
Joshua Hanson (Asst. Treasurer (Nonvoting)) $0 $0
Alastair Ironside (Director) $0 $0
Patricia Natale (Director) $0 $0
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Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$738,394
Expenses
$1,196,793
Net Income
-$458,399
Net Assets
$19,230,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $400,978
54.3%
Sales of Assets $337,416
45.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,005,582
84.0%
Compensation of Officers* $2,500
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,230,914
Total Liabilities $1
Net Assets $19,230,913
Compensation
Key Employees and Officers Compensation Other
David Houston (Director) $1,250 $0
Scott Smith (Director) $1,250 $0
Edward H Seksay (Director) $0 $0
Jeffrey Smith (Director) $0 $0
Gerard Nadeau (Director) $0 $0
Margaret Mccarthy (Director) $0 $0
Alexandra Antonino (Treasurer (Nonvoting)) $0 $0
Andrea Borowiecki (Clerk (Nonvoting)) $0 $0
Joshua Hanson (Asst. Treasurer (Nonvoting)) $0 $0
Alastair Ironside (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,188,273
Expenses
$844,979
Net Income
$9,343,294
Net Assets
$18,731,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
2.0%
Interest Revenue $0
Dividends $409,249
4.0%
Sales of Assets $9,579,024
94.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $822,906
97.4%
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 $18,731,718
Total Liabilities $0
Net Assets $18,731,718

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$819,508
Expenses
$1,045,299
Net Income
-$225,791
Net Assets
$16,243,257
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $713,343
87.0%
Sales of Assets $106,165
13.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $984,486
94.2%
Compensation of Officers* $2,000
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,243,257
Total Liabilities $0
Net Assets $16,243,257
Compensation
Key Employees and Officers Compensation Other
Mary Nee (Director) $1,000 $0
Sam Smith Jr (Director) $1,000 $0
William Parent (President/Director) $0 $0
Lauren Messmore (Vp/Treasurer/Director) $0 $0
Katherine Peterson (Secretary) $0 $0
Karen Marryat (Director) $0 $0
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Document Links

990-PF
Filed on April 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$548,844
Expenses
$942,043
Net Income
-$393,199
Net Assets
$15,966,256
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $442,020
80.5%
Sales of Assets $106,824
19.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $897,562
95.3%
Compensation of Officers* $1,000
0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,966,256
Total Liabilities $0
Net Assets $15,966,256
Compensation
Key Employees and Officers Compensation Other
Mary Nee (Director) $500 $0
Sam Smith (Director) $500 $0
William Parent (President/Director) $0 $0
Lauren Messmore (Vp/Treasurer/Director) $0 $0
Katherine Peterson (Secretary) $0 $0
Karen Marryat (Director) $0 $0
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Document Links

990-PF
Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,004
Expenses
$466,897
Net Income
-$394,893
Net Assets
$12,202,281
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $71,990
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,578
98.4%
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 $12,202,281
Total Liabilities $0
Net Assets $12,202,281
Compensation
Key Employees and Officers Compensation Other
William Parent (President/Director) $0 $0
James Kivlehan (Treasurer/Director) $0 $0
Katherine Peterson (Secretary) $0 $0
Mary Nee (Director) $0 $0
Karen Marryat (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 26, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,353
Expenses
$311,973
Net Income
-$124,620
Net Assets
$10,347,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $26,673
14.2%
Sales of Assets $160,666
85.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $303,388
97.2%
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 $10,347,240
Total Liabilities $0
Net Assets $10,347,240
Compensation
Key Employees and Officers Compensation Other
William Parent (President/Director) $0 $0
James Kivlehan (Treasurer/Director) $0 $0
Katherine Peterson (Secretary) $0 $0
Mary Nee (Director) $0 $0
Karen Marryat (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,000,000
Expenses
$2,541
Net Income
$6,997,459
Net Assets
$9,483,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,541
100%
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 $9,483,100
Total Liabilities $0
Net Assets $9,483,100

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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.

Which Organizations Are Here?

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 »

Get the Data

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.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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