2020-05-26T11:00:09-05:00 2019-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2019-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 128 UNION STREET SUITE 403 NEW BEDFORD MA 02740 JOHN VASCONCELLOS PRESIDENT 5089968253 2020-05-26 1 SANDRA M BROWN CPA P01614103 5088717178 2020-05-26 71.248.188.134 2020-05-26 10:59:24 ED P 5F4B8E8132286D99366B8E930D6D8CDC668F389E 5F4B8E8132286D99366B8E930D6D8CDC668F389E 2019 2020-09-23 17:36:50Z JOHN VASCONCELLOS 128 UNION STREET SUITE 403 NEW BEDFORD MA 02740 15261350 0 X WWW.CFSEMA.ORG X 1995 MA TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. 15 14 17 0 0 0 3165229 5275099 131753 43620 2188064 1699900 84901 51144 5569947 7069763 3272101 3446899 0 0 963272 902105 0 0 293751 768435 870727 5003808 5219731 566139 1850032 35719482 41915970 1239894 1174551 34479588 40741419 TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. 0 0 4483986 3446899 43620 GRANT MAKING FOR COMMUNITY NEEDS. 4483986 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 25 0 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X PAMELA EVANS 5089968253 128 UNION STREET SUITE 403 NEW BEDFORD MA 02740 SETH GARFIELD DIRECTOR 2.00 X 0 0 0 LINDA BODENMANN DIRECTOR/CHAIR 2.00 X X 0 0 0 TERRY BOYLE DIRECTOR (FORMER) 2.00 X 0 0 0 COLLEEN C CARNEY DIRECTOR 2.00 X 0 0 0 CARL J CRUZ DIRECTOR / CLERK 2.00 X X 0 0 0 ERIK DOMINGUES MDFAAD DIRECTOR (FORMER) 2.00 X 0 0 0 CYNTHIA ROSE DIRECTOR 2.00 X 0 0 0 WILLIAM R ECCLES JR DIRECTOR 2.00 X 0 0 0 GERRY KAVANAUGH DIRECTOR 2.00 X 0 0 0 JASON RUA DIRECTOR 2.00 X 0 0 0 ERIC H STRAND DIRECTOR/VICE CHAIR 2.00 X X 0 0 0 NICHOLAS M CHRIST DIRECTOR 2.00 X 0 0 0 LOUIS E SOUSA DIRECTOR/ TREASURER 2.00 X X 0 0 0 MARIA ROSARIO DIRECTOR 2.00 X 0 0 0 TRISH ARNOLD DIRECTOR 2.00 X 0 0 0 PRISCILLA DITCHFIELD DIRECTOR 2.00 X 0 0 0 JOHN VASCONCELLOS PRESIDENT 40.00 X 153391 0 17611 PAMELA EVANS DIRECTOR OF FINANCE/ADMINI 24.00 X 60829 0 2463 214220 0 20074 1 0 1 0 CHARLES SCHWAB PO BOX 628290 ORLANDO FL 32862 INVESTMENT MANAGEMENT FEES 101142 1 120300 5154799 197775 5275099 WORKSHOP FEES 900099 34076 34076 ADMINISTRATIVE FEES 541610 9544 9544 43620 1072686 1072686 8750706 8123492 627214 627214 627214 119239 120300 68095 51144 51144 7069763 43620 0 1751044 3029413 3029413 417486 417486 244154 61640 110470 72044 523607 286804 92449 144354 12205 7451 1427 3327 49481 25650 11310 12521 72658 33423 18891 20344 19700 19700 101142 101142 252162 161837 90325 23582 19105 4477 98387 42208 41620 14559 87282 40150 22693 24439 13995 9552 4443 39072 23765 15307 7724 3553 2008 2163 6874 6874 EXPENSES FOR FISCALLY S 220807 220807 5219731 4483986 441994 293751 42090 29402 1832656 1867549 80000 30000 19257 26072 46996 22338 29238 24658 29359919 35084168 1977 29233 4354345 4824888 35719482 41915970 30054 23583 195000 220000 1014840 930968 1239894 1174551 X 26199348 31696115 8280240 9045304 34479588 40741419 35719482 41915970 X 1850032 3972750 439049 X 0 1 X 1 0 X 2184824 2677373 2727514 3165229 5275099 16030039 2184824 2677373 2727514 3165229 5275099 16030039 1138774 14891265 962717 724182 893261 1097771 1072686 4750617 20780656 577197 0.71660 0.76350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63 196 1069679 5447736 1516826 3783882 21797724 41661647 1 1 3076035 72779 575988 170858 3553944 3631868 51834 -311749 295918 3076035 3230957 20208 488045 107342 3631868 3079469 32027 254381 134920 3230957 27371587 1466562 -604481 1595300 26638368 0.14000 0.56000 0.30000 0 0 25616 5310 20306 21380 17028 4352 24658 BENEFICIAL INTEREST IN PERPETUAL TRUST 4824888 4824888 AGENCY ENDOWMENT FUNDS 880395 ANNUITIES PAYABLE 323 AGENCY FUNDS HELD FOR OTHERS 50250 930968 11380420 3972750 470543 4443293 6937127 101142 31494 132636 7069763 5118589 0 5118589 101142 101142 5219731 PART V, LINE 4: THE COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INTENDS TO USE ENDOWMENT FUNDS FOR MAKING GRANT DISTRIBUTIONS TO OTHER AREA NON-PROFIT ORGANIZATIONS TO BE USED FOR THE GENERAL GOOD OF THE COMMUNITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 470,543. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND RETURN 31,494. GALA 150300 120300 30000 28875 32066 4843 2311 MOTHER'S DAY RACE - WOMEN'S FUND 35842 35842 1 53397 53397 239539 120300 119239 28875 32066 4843 2311 68095 51144 1 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)(3) 52500 GENERAL OPERATING SUPPORT/ PROTECT 150 ACRES OF COASTAL FARMS CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 17634 CARING NETWORK / GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY 58 ARCH STREET FALL RIVER MA 02724 043135548 501(C)(3) 5000 GENERAL SUPPORT/ THERAPUETIC JOURNALING COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 010543265 501(C)(3) 30000 ESOL CLASSES AND IMMIGRANT NETWORK AND CEDC'S RESEARCH DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 35000 GENERAL OPERATING SUPPORT GLOBAL LEARNING CHARTER PUBLIC SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 412205240 501(C)(3) 177187 GENERAL OPERATING SUPPORT/ TECHNOLOGY NEEDS MARION INSTITUTE 202 SPRING STREET MARION MA 02738 043206583 501(C)(3) 15000 GENERAL OPERATING SUPPORT NATIVITY PREPARATORY SCHOOL OF NEW BEDF 66 SPRING STREET NEW BEDFORD MA 02746 043501206 501(C)(3) 11500 GENERAL OPERATING SUPPORT/ SSAT MATERIAL NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02746 043274100 501(C)(3) 21100 GET OUT AND ART SUMMER PROGRAM NEW BEDFORD PUBLIC SCHOOLS 145 BROWNELL AVENUE NEW BEDFORD MA 02746 046001402 NEW BEDFORD 774662 SEVERAL STIPENDS, SCHOLARSHIP FUNDS, TECHNOLOGY, AND ENRICHMENT PROJECTS, ALONG WITH GENERAL OPERATING SUPPORT FOR MULTIPLE PUBLIC SCHOOLS. OLD DARTMOUTH HISTORICAL SOCIETY 18 JOHNNY CAKE HILL NEW BEDFORD MA 02746 042104805 501(C)(3) 184152 GENERAL OPERATING SUPPORT AND PLEDGE PAYMENT GREATER NEW BEDFORD REG VOC TECH HIGH SCHOO 1121 ASHLEY BLVD NEW BEDFORD MA 02745 043237225 NEW BEDFORD 6000 MENTORING PROGRAM OUR SISTERS' SCHOOL 145 BOWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)(3) 63923 FOR THE OPPORTUNITY FUND AND GENERAL SUPPORT REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)(3) 12500 GENERAL OPERATING SUPPORT IMMIGRANTS' ASSISTANCE CENTER 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 22500 GENERAL OPERATING SUPPORT JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS 128 UNION STREET SUITE 304 NEW BEDFORD MA 02740 043193575 501(C)(3) 14000 INVESTING IN THE FUTURE AT THE GOMES SCHOOL SOUTHCOAST HEALTH SYSTEMS 101 PAGE STREET NEW BEDFORD MA 02740 042794625 501(C)(3) 26237 ST. LUKES HOSPITAL OPERATING SUPPORT; TOBEY HOSPITAL GENERAL OPERATING SUPPORT; RADIOLOGY STAFF AWARD TEACH FOR AMERICA - GREATER BOSTON 60 CANAL STREET BOSTON MA 02114 133541913 501(C)(3) 21000 SPONSOR A TEACHER - NEW BEDFORD; GENERAL OPERATING SUPPORT NEW BEDFORD SYMPHONY ORCHESTRA PO BOX 2053 NEW BEDFORD MA 02741 042658082 501(C)(3) 34162 GENERAL OPERATING SUPPORT; LEARNING IN CONCERT THE ARC OF NORTHERN BRISTOL COUNTY 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)(3) 10664 RELEASE OF 4.5% DISTRIBUTION - OPERATING SUPPORT NORTHSTAR LEARNING CENTER 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 103932 GENERAL OPERATING SUPPORT; CLINICAL INTERVENTIONS AND SERVICES; YOUTH SUMMER JOB TOWN OF MARION 2 SPRING STREET MARION MA 02738 046001211 TOWN OF MARION 8263 PROPERTY TAX RELIEF FOR MARION RESIDENTS UNITED WAY OF GREATER NEW BEDFORD 105 WILLIAM STREET NEW BEDFORD MA 02740 042104264 501(C)(3) 80000 GENERAL SUPPORT; GRANT FOR SUMMER FUND; TO SUPPORT THE COMMUNITY BUILDING MINI-GRANT; SHELTER AND BASIC SERVICES WHALE 128 UNION STREET NEW BEDFORD MA 02740 048130520 501(C)(3) 21500 LEGACY FUND YMCA SOUTHCOAST 18 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 83900 GENERAL OPERATING SUPPORT; HARVEST COMMUNITY FARM YWCA OF SOUTHEASTERN MA 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 43200 FOR SUPPORT OF YWCA GIRLS EXCLUSIVE PROGRAM; YWCA FINANCIAL LITERACY FOR WOMEN PROGRAM; GENERAL SUPPORT; WOMANS PLACE ALMA DEL MAR CHARTER SCHOOL 26 MADEIRA AVENUE NEW BEDFORD MA 02746 452914995 501(C)(3) 20000 GENERAL SUPPORT YOUTH OPPORTUNITIES UNLIMITED 1361 EUCLID AVE CLEVELAND OH 44115 341381135 501(C)(3) 28000 SCHOLARSHIP AND PROGRAM IMPLEMENTATION SUPPORT; EXPLORE YOUR ENVIRONMENT BOYS & GIRLS CLUB OF GREATER NEW BEDFORD 166 JENNEY STREET NEW BEDFORD MA 02703 042104752 501(C)(3) 96965 GENERAL OPERATING SUPPORT AND NEW BEDFORD WELLNESS INITIATIVE UNITED INTERFAITH ACTION OF SE MASSACHUSETTS 160 ROCK STREET FALL RIVER MA 02720 311585685 501(C)(3) 6000 GENERAL OPERATING SUPPORT BUTTONWOOD PARK ZOOLOGICAL SOCIETY 425 HAWTHORN STREET NEW BEDFORD MA 02740 042661467 501(C)(3) 25000 GENERAL SUPPORT; RED PANDA CONSERVATION; NATURE CONNECTION BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY 41 BERKELEY STREET BOSTON MA 02116 042103576 501(C)(3) 10000 GENERAL OPERATING SUPPORT SCHOOL ON WHEELS 100 LAUREL STREET SUITE 121 EAST BRIDGEWATER MA 02333 201020880 501(C)(3) 5000 GENERAL OPERATING SUPPORT PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET PO BOX 5626 NEW BEDFORD MA 02742 042777810 501(C)(3) 121000 CONSTRUCTION OF A NEW PLAYGROUND CASA DOS ACORES NOVA INGLATERRA 232 S MAIN STREET FALL RIVER MA 02721 050482867 501(C)(3) 45000 ART GRANT DARTMOUTH PUBLIC SCHOOLS 8 BUSH STREET DARTMOUTH MA 02748 TOWN OF DARTMOUTH 14557 TEACHER AWARDS 3RD EYE EMPOWERMENT 38 BETHEL STREET NEW BEDFORD MA 02740 043582197 501(C)(3) 24933 CULTURAL EXPRESSION SUPPORT AND YOUTH PROGRAMS SUPPORT BIG BROTHERS AND BIG SISTERS OF MASSACHUSETTS BAY 184 HIGH STREET 3RD FLOOR BOSTON MA 02110 042074462 501(C)(3) 5000 IN SUPPORT OF YOUR NEW BEDFORD PROGRAMMING BRISTOL ELDER SERVICES INC 1 FATHER DEVALLES BLVD UNIT 8 SUITE 101 FALL RIVER MA 02723 042545767 501(C)(3) 10000 TO ALLEVIATE HUNGER CENTRO COMMUNITARIO DE TRABAJADORES CCT 1532 ACUSHNET AVE NEW BEDFORD MA 02746 270445556 501(C)(3) 10000 IN SUPPORT OF NEW BEDFORD PROGRAMMING CITY OF NEW BEDFORD - PARKS AND RECREATION NEW BEDFORD 50000 HAZELWOOD PARK BOWLING GREENS COASTAL FOODSHED INC 466 BROCK AVE NEW BEDFORD MA 02744 824559064 501(C)(3) 16500 CULTURAL EXPRESSION GRANT DAY OF PORTUGAL FALL RIVER 1264 OLD FALL RIVER ROAD DARTMOUTH MA 02747 475280556 501(C)(3) 10000 CULTURAL EXPRESSION GRANT FATHERS BILLS & MAINSPRING INC 430 BELMONT STREET BROCKTON MA 02301 222538039 501(C)(3) 10000 TO ALLEVIATE HUNGER FRIENDS OF MARION COUNCIL AGING PO BOX 937 MARION MA 02738 455597485 501(C)(3) 5000 GENERAL OPERATING FRIENDS OF THE CUTTYHUNK PUBLIC LIBRARY INC PO BOX 10 CUTTYHUNK MA 02713 824340785 501(C)(3) 20100 GENERAL OPERATING GRACE EPISCOPAL CHURCH 133 SCHOOL STREET NEW BEDFORD MA 02740 501(C)(3) 10000 TO ALLEVIATE HUNGER KATIE BROWN EDUCATIONAL PROGRAM 209 BEDFORD STREET FALL RIVER MA 02720 450480658 501(C)(3) 5000 FOR RELATIONSHIP VIOLENCE PREVENTION EDUCATION MARTHA BRIGGS EDUCATIONAL CLUB INC 128 MILL STREET PO BOX 6248 NEW BEDFORD MA 02742 042633227 501(C)(3) 16628 FOR RESTORATION/STORM WINDOW REPLACEMENTS MASSACHUSETTS AQUACULTURE ASSOCIATION PO BOX 348 DOXBURY MA 02331 043401377 501(C)(3) 5000 TO SUPPORT COORDINATION, CUMMUNICATION, REGIONAL MY BROTHER'S KEEPER 534 WASHINGTON STREET SOUTH EASTON MA 02375 043088412 501(C)(3) 8700 TO ALLEVIATE HUNGER NARROWS CENTER FOR THE ARTS 16 ANAWAN STREET FALL RIVER MA 02721 311654074 501(C)(3) 5000 CULTURAL EXPRESSION GRANT NEW BEDFORD BALLET FOUNDATION 2343 PURCHASE STREET NEW BEDFORD MA 02746 043020515 501(C)(3) 17000 CULTURAL EXPRESSION GRANT NEW BEDFORD FISHING HERITAGE CENTER PO BOX 2052 NEW BEDFORD MA 02741 472147308 501(C)(3) 12000 CULTURAL EXPRESSION GRANT HOLY UNION SISTERS OPEN ESOL PO BOX 410 MILTON MA 02186 042313420 501(C)(3) 25913 GRANT TO CLOSE FUND ROTARY CLUB OF FALL RIVER CHARITABLE FOUNDATION 110032110 501(C)(3) 20186 JIM HASKIN SCHOLARSHIP SAINT VINCENT'S HOME CORP 2425 HIGHLAND AVE FALL RIVER MA 02720 042106681 501(C)(3) 10400 GENERAL OPERATING SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 10994 000001355 501(C)(3) 5000 TO PURCHASE SHELVING SPINNER PUBLICATIONS INC 164 WILLIAM STREET NEW BEDFORD MA 02740 043812817 501(C)(3) 8000 PRODUCTION OF PAUL COFFEE STORE THE FAMILY PANTRY - DAMIEN'S PLACE 77 ADAMS STREET PO BOX 111 FAIRHAVEN MA 02719 223278832 501(C)(3) 7900 TO ALLEVIATE HUNGER UMASS DARTMOUTH - OFFICE ADVANCEMENT 043167352 71000 IN SUPPORT OF COLLEGE NOW AND JOURNALISM NOW VETERANS TRANSITION HOUSE 344 COUNTY STREET NEW BEDFORD MA 02740 111190035 501(C)(3) 10100 BUILDING HOPE FOR HEROES CAMPAIGN YEAH CORPS 402 WEETAMOE STREET FALL RIVER MA 02720 814562550 501(C)(3) 16000 CULTURAL EXPRESSION ZEITERION THEATRE INC 684 PURCHASE STREET NEW BEDFORD MA 02740 042845276 501(C)(3) 98000 CAPITAL CAMPAIGN DIABETES ASSOCIATION INC 1040 EASTERN AVENUE FALL RIVER MA 02723 042665107 501(C)(3) 6222 HEALTH GRANT DREAM OUT LOUD 1 JOHNNY CAKE HILL NEW BEDFORD MA 02740 043528626 501(C)(3) 25262 GET OUT AND ART! SUMMER PROGRAM, GENERAL OPERATING SUPPORT, YOUTH ARTS VIDEO COMMUNITY BOATING CENTER 1641 PADANAIAM AVENUE NEW BEDFORD MA 02740 043407842 501(C)(3) 5500 GENERAL OPERATING SUPPORT WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 040000316 501(C)(3) 18040 SCHOOL PROGRAMMING 68 0 HOWLAND GRANTS 14 25850 N/A SCHOLARSHIP 115 391636 N/A PART I, LINE 2: ALL GRANTEES ARE REQUIRED TO SUBMIT REPORTS TO THE FOUNDATION AT THE END OF THE GRANT CYCLE. GRANTEES WHO ARE RECIPIENTS OF DISCRETIONARY GRANTS RECEIVE ADDITIONAL REVIEW INCLUDING SUBMISSION OF MID-TERM PROGRESS REPORTS, SITE VISITS AND EVALUATIONS WHICH VARY ACCORDING TO THE TYPE OF GRANT. X X X 0 0 0 0 0 0 0 0 0 JOHN VASCONCELLOS PRESIDENT 153391 0 0 0 0 0 6500 0 11111 0 171002 0 0 0 NORTHSTAR LEARNING CENTER BOARD MEMBER IS AN EXECUTIVE DIRECTOR OF NORTHSTAR LEARNING CENTER 103932 GRANT RECEIVED FROM FOUNDATION 0 X 9 197790 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY, THE FINANCE AND AUDIT COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR TO REVIEW AND APPROVE THE SUBMISSION OF THE FORM 990. PRIOR TO SUBMISSION, THE TREASURER ALSO PRESENTS A SUMMARY OF THE ANNUAL AUDIT, RELATED FINDINGS AND THE FORM 990 TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT WAS UPDATED AND ADOPTED AS PART OF COMPREHENSIVE POLICIES FOR BUSINESS CONDUCT IN DECEMBER 2008. CFSEMA REQUIRES ANNUAL SUBMISSIONS OF BOARD AND BUSINESS AFFILIATIONS. IN ADDITION, BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICT OF INTEREST DURING THOSE MEETINGS, WHICH ARE SUBSEQUENTLY NOTED IN THE MINUTES FOR THOSE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD CHAIR LEADS THE REVIEW AND COMPENSATION RECOMMENDATIONS FOR THE PRESIDENT AND CEO. THAT REVIEW INCLUDES A WRITTEN EVALUATION BASED ON WRITTEN INPUT FROM BOARD MEMBERS. DURING THAT PROCESS, THE CHAIR ALSO REVIEWS COMPARATIVE COMPENSATION OF OTHER CEOS OF SIMILAR ORGANIZATIONS IN THE REGION. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR COMPLETING THE ANNUAL REVIEW AND PRESENTING ITS FINDINGS AND COMPENSATION RECOMMENDATIONS TO THE FULL BOARD TO VOTE ON. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: AGENCY FUND RETURN -31,494. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 470,543.