Rollstone Charitable Foundation Inc
Rollstone Charitable Foundation Inc is a private foundation based in Fitchburg, Massachusetts. Its 2025 filing describes awards to 501(c)(3) public charities in the Greater Fitchburg area or to organizations contributing to the area’s communities and the welfare of its people and institutions.
Rollstone Charitable Foundation Inc at a glance
In short: Rollstone Charitable Foundation Inc gave $209K across 46 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $209,045
- +22.5% vs 2024
- Grants made (2025)
- 46
- +4500.0% vs 2024
- Average grant
- $4,544
- -97.3% vs 2024
- Median grant
- $2,500
- Total assets
- $2,468,880
- +2.2% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Rollstone Charitable Foundation Inc
- How to Apply
-
Contact Mary Beth Jokela. The filing states that forms are available at the address listed on the filing and that restrictions are awards to 501(c)(3) public charities located in the Greater Fitchburg area or contributing to its communities and the welfare of their people and institutions. The application process and materials are described as “see application.”
- Review Cycle
- See application.
- Deadline
- See application.
- Contact
Application contact: Mary Beth Jokela
Mailing address: 780 Main Street, Fitchburg, MA 01420-3112
Phone: (978) 345-1061
Website: https://rollstone.us
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rollstone Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fitchburg State University ($19K). Together the top 10 received $117K.
Grant Size Distribution
210 grants across all recorded years
The most common grant size was under $50K: 209 grants of 210 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 100% of grant dollars went to recipients in Massachusetts. Its stated award restrictions refer to the Greater Fitchburg area and organizations contributing to its communities.
Grant Distribution by State
Share of 2025 grant dollars across all 46 itemized grants.
Cities
How Rollstone Charitable Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 219% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $148K (2021) to $209K (2025). In 2025 it made 46 grants totaling $209K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fitchburg State University Fitchburg, MA | Exempt Purpose | $18,750 |
| Newvue Communities Fitchburg, MA | Exempt Purpose | $15,000 |
| United Way of North Central Mass Fitchburg, MA | Exempt Purpose | $15,000 |
| Community Foundation of North Central MA Fitchburg, MA | Exempt Purpose | $10,000 |
| Groton Hill Music Groton, MA | Exempt Purpose | $10,000 |
| Habitat for Humanity North Central Mass Leominster, MA | Exempt Purpose | $10,000 |
| Health Alliance Hospital Leominster, MA | Exempt Purpose | $10,000 |
| North Star Family Services Leominster, MA | Exempt Purpose | $10,000 |
| Salvation Army Massachusetts Division Canton, MA | Exempt Purpose | $10,000 |
| St Bernard's High School Fitchburg, MA | Exempt Purpose | $8,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,468,880 | $175,198 | $252,142 | $209,045 | 46 | $227,935 | $145,037 | $103,908 |
| 2024 | $2,415,613 | $185,371 | $209,058 | $170,713 | 1 | $184,433 | $157,746 | $118,261 |
| 2023 | $2,392,959 | $311,128 | $215,613 | $181,711 | 54 | $194,116 | $132,431 | $113,008 |
| 2022 | $2,388,319 | $90,697 | $228,615 | $185,097 | 60 | $205,218 | $61,700 | $120,248 |
| 2021 | $2,806,899 | $471,740 | $182,647 | $148,345 | 49 | $160,615 | $195,244 | $113,573 |
| 2020 | $2,227,254 | $147,106 | $193,990 | $164,145 | 52 | — | $25,102 | $93,744 |
| 2019 | $2,005,014 | $78,117 | $229,994 | $203,429 | 65 | — | $55,370 | $92,399 |
Under IRS private-foundation payout rules, Rollstone Charitable Foundation Inc reported a distributable amount of $104K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing describes support for Greater Fitchburg-area communities and their residents and institutions. Its 2025 grants included organizations working in community leadership, housing, music, family services, and support for Spanish-speaking residents. For example, United Way of North Central Mass says its mission is to improve the human condition by mobilizing community resources; NewVue Communities says it develops quality housing, creates economic opportunities, and fosters civic engagement; and North Star Family Services says it provides stable housing, services, and advocacy for families.
Grantmaking
In filing year 2025, the foundation made 46 grants totaling $209,045. Grant amounts ranged from $250 to $18,750, with a median of $2,500. The largest awards included $18,750 to Fitchburg State University; $15,000 each to NewVue Communities and United Way of North Central Mass; and $10,000 each to Community Foundation of North Central MA, Groton Hill Music, Habitat for Humanity North Central Mass, Health Alliance Hospital, North Star Family Services, and the Salvation Army Massachusetts Division. The filing lists each grant’s purpose as “exempt purpose.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mary Beth Jokela as president and director, effective July 2025; Martin F. Connors Jr., Anthony J. Mercadante, David M. Christianson Jr., and Brian T. Anderson as directors; and Sheri L. Jordan as treasurer/clerk.
Rollstone Charitable Foundation Inc is led by Mary Beth Jokela, President & Director on the 2025 filing; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mary Beth Jokela
President & Director
New on the 2025 filing
1 hr/week
No compensation reported
Anthony J. Mercadante
Director
On filings since 2019
1 hr/week
No compensation reported
Brian T. Anderson
Director
On filings since 2019
1 hr/week
No compensation reported
Martin F. Connors Jr.
Director
President & Director → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
David M. Christianson Jr.
Director
On filings since 2020
1 hr/week
No compensation reported
Sheri L. Jordan
Treasurer & Clerk
Assistant Treasurer & Clerk → Treasurer & Clerk, 2023
On filings since 2019
1 hr/week
No compensation reported
Former officers (2)
- Former: Christopher J. Seidlich (2019–2022) — Treasurer
- Former: Michael E. Montuori (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Rollstone Charitable Foundation Inc
How much does Rollstone Charitable Foundation Inc give each year?
Rollstone Charitable Foundation Inc gave $209K across 46 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $171K across 1 grant.
What is Rollstone Charitable Foundation Inc's typical grant size?
Rollstone Charitable Foundation Inc's median grant in 2025 was $2,500, and its average grant was $4,544, across 46 grants on its 2025 IRS Form 990-PF.
Where does Rollstone Charitable Foundation Inc give grants?
Rollstone Charitable Foundation Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fitchburg, MA (15 grants), Leominster, MA (9 grants), Gardner, MA (3 grants) and Worcester, MA (3 grants).
Who are Rollstone Charitable Foundation Inc's largest grantees?
Rollstone Charitable Foundation Inc's largest 2025 grantees include Fitchburg State University ($18,750), Newvue Communities ($15,000) and United Way of North Central Mass ($15,000), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.
How large is Rollstone Charitable Foundation Inc?
Rollstone Charitable Foundation Inc reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $228K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
What does Rollstone Charitable Foundation Inc fund?
The filing describes support for Greater Fitchburg-area communities and their residents and institutions. Its 2025 grants included organizations working in community leadership, housing, music, family services, and support for Spanish-speaking residents. See mission & focus areas ↑
How do I apply for a grant from Rollstone Charitable Foundation Inc?
Contact Mary Beth Jokela. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rollstone Charitable Foundation Inc's EIN?
Rollstone Charitable Foundation Inc's EIN (Employer Identification Number) is 20-2843188. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
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Cite this profile
Grantable. (2026). Rollstone Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/rollstone-charitable-foundation-inc-morg_b7b3ad8bdb58406c8c61e0f0696a01cf
BibTeX
@misc{grantable_202843188_2026,
author = {{Grantable}},
title = {{Rollstone Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rollstone-charitable-foundation-inc-morg_b7b3ad8bdb58406c8c61e0f0696a01cf},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rollstone Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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