SOUTHCOAST COMMUNITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCOAST COMMUNITY FOUNDATION INC (EIN 04-3280353)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-07
- IRS object ID
- 201801589349300800
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-07T10:34:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043280353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SOUTHEASTERN | BusinessNameLine1Txt |
| Business Name Line2 | MASSACHUSETTS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5089968253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 403 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN VASCONCELLOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5089968253 | PhoneNum |
| Signature | 2018-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2018-06-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN VASCONCELLOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 403 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,289,286 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFSEMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,677,373 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,727,514 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $135,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $179,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $521,696 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,083,541 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,637 | PYOtherRevenueAmt |
| CY Other Revenue | $115,716 | CYOtherRevenueAmt |
| PY Total Revenue | $3,385,806 | PYTotalRevenueAmt |
| CY Total Revenue | $5,106,561 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,332,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,317,476 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $781,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $879,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $251,162 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $931,194 | PYOtherExpensesAmt |
| CY Other Expenses | $837,922 | CYOtherExpensesAmt |
| PY Total Expenses | $4,045,179 | PYTotalExpensesAmt |
| CY Total Expenses | $4,035,357 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$659,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,071,204 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,662,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,391,823 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,644,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,813,435 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,017,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,578,388 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,429,391 | ExpenseAmt |
| Grant | $2,317,476 | GrantAmt |
| Revenue | $179,790 | RevenueAmt |
| Desc | GRANT MAKING FOR COMMUNITY NEEDS. | Desc |
| Total Program Service Expenses | $3,429,391 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089968253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 403 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SETH GARFIELD | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER KATHLEEN HARRINGTON | ||||||
| VICE CHAIR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LOUISE NUNES CPA | ||||||
| TREASURER (THROUGH 6/17) | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH ISHERWOOD | ||||||
| ASST TREASURER (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUNE A SMITH ESQUIRE | ||||||
| SECRETARY (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA BODENMANN | ||||||
| DIRECTOR/VICE CHAIR(EFF. 6/17 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER C BULLARD ESQUIRE | ||||||
| DIRECTOR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD G SIEGAL CPA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER C BOGLE | ||||||
| DIRECTOR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY BOYLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN C CARNEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARL J CRUZ | ||||||
| DIRECTOR / CLERK (EFF. 6/17) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIK DOMINGUES MDFAAD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW J DOWNEY ESQUIRE | ||||||
| DIRECTOR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL C DOWNEY | ||||||
| DIRECTOR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R ECCLES JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DIVINA GROSSMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GERRY KAVANAUGH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANA R NORMAN CPA | ||||||
| DIRECTOR /TREASURER(EFF. 6/17) | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE OLIVEIRA | ||||||
| DIRECTOR (THROUGH 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON RUA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC H STRAND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD W SULLIVAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VERA F VADEBONCOEUR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS M CHRIST | ||||||
| DIRECTOR (EFF. 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS E SOUSA CFA | ||||||
| DIRECTOR (EFF. 6/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VASCONCELLOS | ||||||
| PRESIDENT | 40.00 | Yes (X) | $145,076 | $0 | $16,666 | |
| PAMELA EVANS | ||||||
| DIRECTOR OF FINANCE/ADMINISTRATION | 30.00 | Yes (X) | $62,095 | $0 | $3,748 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $207,171 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,414 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 628290 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32862 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT FEES | ServicesDesc |
| Compensation | $102,826 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $108,125 | FundraisingAmt |
| All Other Contributions | $2,619,389 | AllOtherContributionsAmt |
| Total Contributions | $2,727,514 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WORKSHOP FEES | 900099 | $172,100 | $172,100 |
| ADMINISTRATIVE FEES | 541610 | $7,690 | $7,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $179,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $893,261 | TotalRevenueColumnAmt |
| Exclusion | $893,261 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,317,533 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,253 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,190,280 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,190,280 | TotalRevenueColumnAmt |
| Exclusion | $1,190,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $171,188 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $108,125 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,472 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,716 | TotalRevenueColumnAmt |
| Exclusion | $115,716 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,106,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,790 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,199,257 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,317,476 | TotalAmt |
| Program Services | $2,317,476 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,531 | TotalAmt |
| Program Services | $68,212 | ProgramServicesAmt |
| Management And General | $68,212 | ManagementAndGeneralAmt |
| Fundraising | $34,107 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,255 | TotalAmt |
| Program Services | $304,514 | ProgramServicesAmt |
| Management And General | $121,484 | ManagementAndGeneralAmt |
| Fundraising | $152,257 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,419 | TotalAmt |
| Program Services | $30,877 | ProgramServicesAmt |
| Management And General | $12,105 | ManagementAndGeneralAmt |
| Fundraising | $15,437 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,754 | TotalAmt |
| Program Services | $36,377 | ProgramServicesAmt |
| Management And General | $18,189 | ManagementAndGeneralAmt |
| Fundraising | $18,188 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763 | TotalAmt |
| Management And General | $3,763 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,826 | TotalAmt |
| Program Services | $102,826 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,030 | TotalAmt |
| Program Services | $104,410 | ProgramServicesAmt |
| Management And General | $30,620 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,282 | TotalAmt |
| Program Services | $22,504 | ProgramServicesAmt |
| Management And General | $1,778 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,019 | TotalAmt |
| Program Services | $48,350 | ProgramServicesAmt |
| Management And General | $41,048 | ManagementAndGeneralAmt |
| Fundraising | $12,621 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,891 | TotalAmt |
| Program Services | $27,446 | ProgramServicesAmt |
| Management And General | $13,722 | ManagementAndGeneralAmt |
| Fundraising | $13,723 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,330 | TotalAmt |
| Program Services | $6,512 | ProgramServicesAmt |
| Management And General | $1,818 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,024 | TotalAmt |
| Program Services | $21,546 | ProgramServicesAmt |
| Management And General | $12,478 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,316 | TotalAmt |
| Program Services | $9,658 | ProgramServicesAmt |
| Management And General | $4,829 | ManagementAndGeneralAmt |
| Fundraising | $4,829 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,758 | TotalAmt |
| Management And General | $7,758 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSES FOR FISCALLY S | Desc |
| Total | $328,683 | TotalAmt |
| Program Services | $328,683 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,357 | TotalAmt |
| Program Services | $3,429,391 | ProgramServicesAmt |
| Management And General | $354,804 | ManagementAndGeneralAmt |
| Fundraising | $251,162 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,192 | BOYAmt |
| EOY | $64,529 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,845 | BOYAmt |
| EOY | $2,289,802 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $80,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,575 | BOYAmt |
| EOY | $29,059 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,020 | BOYAmt |
| EOY | $14,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $506,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,852 | BOYAmt |
| EOY | $453,569 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,789,167 | BOYAmt |
| EOY | $33,455,811 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,712 | BOYAmt |
| EOY | $4,630 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,662,363 | BOYAmt |
| EOY | $36,391,823 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,039 | BOYAmt |
| EOY | $52,376 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,500 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,052 | BOYAmt |
| EOY | $298,234 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $987,779 | BOYAmt |
| EOY | $1,162,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,370 | BOYAmt |
| EOY | $1,813,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,304,692 | BOYAmt |
| EOY | $30,140,384 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,022 | BOYAmt |
| EOY | $2,517,769 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900,279 | BOYAmt |
| EOY | $1,920,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,017,993 | BOYAmt |
| EOY | $34,578,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,662,363 | BOYAmt |
| EOY | $36,391,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,071,204 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,618,527 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$129,336 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,483,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,239,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,184,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,677,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,727,514 | CurrentTaxYearAmt |
| Total | $16,312,907 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,483,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,239,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,184,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,677,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,727,514 | CurrentTaxYearAmt |
| Total | $16,312,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $182,137 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,130,770 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,121,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $724,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $893,261 | CurrentTaxYearAmt |
| Total | $4,615,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,928,221 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,009,967 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 56 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 76 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $10,014,684 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $21,341,728 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,415,316 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,751,368 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,329,574 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,667,893 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,230,957 | BeginningYearBalanceAmt |
| Contributions | $20,208 | ContributionsAmt |
| Investment Earnings Or Losses | $488,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,339 | OtherExpendituresAmt |
| End Year Balance | $3,657,871 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,079,469 | BeginningYearBalanceAmt |
| Contributions | $32,027 | ContributionsAmt |
| Investment Earnings Or Losses | $254,381 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $134,920 | OtherExpendituresAmt |
| End Year Balance | $3,230,957 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,371,587 | BeginningYearBalanceAmt |
| Contributions | $1,466,562 | ContributionsAmt |
| Investment Earnings Or Losses | -$604,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,595,300 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,638,368 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,754,027 | BeginningYearBalanceAmt |
| Contributions | $1,390,309 | ContributionsAmt |
| Investment Earnings Or Losses | $783,648 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,597,227 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$40,830 | OtherExpendituresAmt |
| End Year Balance | $27,371,587 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,372,911 | BeginningYearBalanceAmt |
| Contributions | $749,108 | ContributionsAmt |
| Investment Earnings Or Losses | $4,951,755 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,326,988 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$7,241 | OtherExpendituresAmt |
| End Year Balance | $26,754,027 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,627 | OtherCostOrOtherBasisAmt |
| Book Value | $88,627 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $372,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,113 | DepreciationAmt |
| Book Value | $332,599 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,050 | OtherCostOrOtherBasisAmt |
| Book Value | $24,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,087 | DepreciationAmt |
| Book Value | $8,293 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $453,569 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT FUNDS | $1,047,226 |
| ANNUITIES PAYABLE | $16,323 |
| AGENCY FUNDS HELD FOR OTHERS | $99,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,162,825 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,492,926 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,618,527 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$129,336 | OtherRevenueAmt |
| Revenue Not Reported | $2,489,191 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,003,735 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $102,826 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $102,826 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,106,561 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,932,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,932,531 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $102,826 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $102,826 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,035,357 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | LESS: AGENCY FUND RETURN -129,336. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $131,495 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $108,125 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,370 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,383 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,670 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,215 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,204 | OtherDirectExpensesEvent1Amt |
| Event2 | MOTHER'S DAY RACE - WOMEN'S FUND | Event2Nm |
| Gross Receipts Event2 | $39,627 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $39,627 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $108,191 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $108,191 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $279,313 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $108,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $171,188 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,383 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,670 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,215 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,204 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,472 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $115,716 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALL HANDS VOLUNTEERS | |||||||
| 6 COUNTY ROAD 6 | MATTAPOISETT | MA | 02739 | 203414952 | 501(C)(3) | $5,000 | HURRICAN HARVEY RECOVERY EFFORTS |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | 042971978 | 501(C)(3) | $5,000 | GENERAL OPERATING SUPPORT |
| CHILD & FAMILY SERVICES | |||||||
| 1061 PLEASENT STREET | NEW BEDFORD | MA | 02740 | 042104754 | 501(C)(3) | $15,000 | CARING NETWORK / GENERAL SUPPORT |
| CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY | |||||||
| 58 ARCH STREET | FALL RIVER | MA | 02724 | 043135548 | 501(C)(3) | $5,000 | FOR "CAN WE TEACH THESE KIDS TO DANCE?" |
| CITY ON A HILL FOUNDATION | |||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | 043217458 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1379 DUBLIN ROAD | COLUMBUS | OH | 43215 | 310996236 | 501(C)(3) | $87,191 | TO SUPPORT THE ANTE-AMYLOID PREVENTION OF ALZHEIME |
| COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE | |||||||
| 1285 ACUSHNET AVENUE | NEW BEDFORD | MA | 02746 | 010543265 | 501(C)(3) | $20,672 | ESOL CLASSES AND IMMIGRANT NETWORK AND TO HELP FACILITATE TRAVEL AND EMERGENCY EXPENSES. |
| ARGOSY COLLEGIATE CHARTER SCHOOL | |||||||
| PO BOX 79 | FALL RIVER | MA | 02724 | 463211143 | 501(C)(3) | $25,000 | AMELIA PEABODY GRANT CHALLENGE MATCH |
| CITY OF NEW BEDFORD DEPARTMENT OF COMMUNITY | |||||||
| CITY OF NEW BEDFORD | $7,000 | SHINING LIGHTS FAMILY LITERACY NIGHTS | |||||
| DENNISON MEMORIAL COMMUNITY CENTER | |||||||
| 755 FIRST STREET | NEW BEDFORD | MA | 02740 | 042103806 | 501(C)(3) | $35,000 | GENERAL OPERATING SUPPORT FOR 2017 AND SUPPORT FOR 2 LITERACY PROGRAMS AND DENNISON SNACKS |
| DIABETES ASSOCIATION INC | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042665107 | 501(C)(3) | $6,000 | ANNUAL RELEASE OF 4.25% DISTRIBUTION FROM THE DIABETES ASSOC. |
| GLOBAL LEARNING CHARTER PUBLIC SCHOOL | |||||||
| 190 ASHLEY BLVD | NEW BEDFORD | MA | 02746 | 412205240 | 501(C)(3) | $10,000 | TO SUPPORT THE COMPLETION OF THE NORTH WOODS RESTO |
| COALITION FOR SOCIAL JUSTICE | |||||||
| 56 N MAIN ST STE 403 | FALL RIVER | MA | 02720 | 043541048 | 501(C)(3) | $5,000 | FOR OUTREACH TO WOMEN FOR BUILDING PATHWAYS SOUTH |
| MARION INSTITUTE | |||||||
| 202 SPRING STREET | MARION | MA | 02738 | 043206583 | 501(C)(3) | $28,000 | $10,000 FOR GENERAL OPERATING AND $18,000 FOR GROW EDUCATION |
| NATIVITY PREPARATORY SCHOOL OF NEW BEDF | |||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02746 | 043501206 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT |
| NEW BEDFORD ART MUSEUM | |||||||
| 608 PLEASANT STREET | NEW BEDFORD | MA | 02746 | 043274100 | 501(C)(3) | $10,000 | LEARNING STUDIO: EARLY LITERACY THROUGH THE ARTS |
| COMMUNITY AUTISM RESOURCES INC | |||||||
| 33 JAMES REYNOLDS RD STE C | SWANSEA | MA | 02777 | 421534496 | 501(C)(3) | $5,000 | GOTTSCHALL ACCESS PROGRAM |
| FRIENDS OF BUTTONWOOD PARK | |||||||
| PO BOX 2011 | NEW BEDFORD | MA | 02741 | 043081488 | 501(C)(3) | $8,000 | TO SUPPORT THE COMPLETION OF THE NORTH WOODS RESTO |
| NEW BEDFORD PUBLIC SCHOOLS | |||||||
| 145 BROWNELL AVENUE | NEW BEDFORD | MA | 02746 | 046001402 | 501(C)(3) | $44,743 | 2017 CULTURAL DIVERSITY WRITING PROGRAM AND FOR THE PACHECO PRINCIPAL'S DISCRETIONARY FUND |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND | |||||||
| PO BOX 1057 | MONTPELIER | VT | 05601 | 030364677 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| OLD DARTMOUTH HISTORICAL SOCIETY | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02746 | 042104805 | 501(C)(3) | $42,000 | GENERAL OPERATING SUPPORT AND PLEDGE PAYMENT |
| GREATER NEW BEDFORD REG VOC TECH HIGH SCHOO | |||||||
| 1121 ASHLEY BLVD | NEW BEDFORD | MA | 02745 | 043237225 | $11,000 | ADULT ESL PROGRAM AND MENTORING PROGRAM | |
| OUR SISTERS' SCHOOL | |||||||
| 145 BOWNELL AVENUE | NEW BEDFORD | MA | 02740 | 260367118 | 501(C)(3) | $30,000 | FOR THE OPPORTUNITY FUND AND GENERAL SUPPORT |
| HARPSWELL HERITAGE LAND TRUST | |||||||
| PO BOX 359 | HARPSWELL | ME | 04079 | 222552116 | 501(C)(3) | $30,000 | OPERATING SUPPORT |
| PEOPLE INCORPORATED | |||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042447216 | 501(C)(3) | $7,000 | SMILES AFTERSCHOOL MENTORING AT PARKER ELEMENTARY |
| PIONEER INSTITUTE FOR PUBLIC POLICY RES | |||||||
| 85 DEVONSHIRE STREET | BOSTON | MA | 02109 | 222632081 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT |
| REACH OUT AND READ | |||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | 043481253 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT |
| SCHWARTZ CENTER FOR CHILDREN | |||||||
| 1 POSA PLAZA | NORTH DARTMOUTH | MA | 02747 | 042296947 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| IMMIGRANTS' ASSISTANCE CENTER | |||||||
| 58 CRAPO STREET | NEW BEDFORD | MA | 02740 | 042530908 | 501(C)(3) | $130,000 | EMERGENCY UTILITY ASSISTANCE; ESOL CLASSES AND CITIZENSHIP PREPARATION PROGRAM; 3/4 TIME DEVELOPMENT DIRECTOR SALARY; SOUTH END ENGAGED FAMILY OUTREACH |
| JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS | |||||||
| 128 UNION STREET SUITE 304 | NEW BEDFORD | MA | 02740 | 043193575 | 501(C)(3) | $5,500 | INVESTING IN THE FUTURE AT THE GOMES SCHOOL |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | 237376772 | 501(C)(3) | $50,000 | WARM WELCOME PROGRAM |
| SMILES | |||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 205177577 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| SOUTHCOAST HEALTH SYSTEMS | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042794625 | 501(C)(3) | $126,804 | ST. LUKES HOSPITAL OPERATING SUPPORT; SOUTHCOAST HEALTH CAMPAIGN; TOBEY HOSPITAL GENERAL OPERATING SUPPORT |
| SOUTHEASTERN MASSACHUSETTS AGRICULTURAL | |||||||
| PO BOX 80625 | SOUTH DARTMOUTH | MA | 02748 | 201625240 | 501(C)(3) | $22,000 | GENERAL SUPPORT |
| TEACH FOR AMERICA - GREATER BOSTON | |||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | 133541913 | 501(C)(3) | $5,000 | SPONSOR A TEACHER - NEW BEDFORD |
| NEW BEDFORD HISTORICAL SOCIETY | |||||||
| 21 7TH STREET | NEW BEDFORD | MA | 02740 | 043348881 | 501(C)(3) | $10,000 | FOR A FREDERICK DOUGLASS STATUE |
| NEW BEDFORD SYMPHONY ORCHESTRA | |||||||
| PO BOX 2053 | NEW BEDFORD | MA | 02741 | 042658082 | 501(C)(3) | $10,000 | FOR THE INSTALLATION OF ACOUSTIC SIDEWALL PANELS |
| THE ARC OF NORTHERN BRISTOL COUNTY | |||||||
| 141 PARK STREET | ATTLEBORO | MA | 02703 | 042281165 | 501(C)(3) | $10,265 | RELEASE OF 4.5% DISTRIBUTION - OPERATING SUPPORT |
| NORTHSTAR LEARNING CENTER | |||||||
| 53 LINDEN STREET | NEW BEDFORD | MA | 02740 | 510200575 | 501(C)(3) | $5,000 | GENERAL OPERATING SUPPORT |
| TOWN OF MARION | |||||||
| 2 SPRING STREET | MARION | MA | 02738 | 046001211 | $7,348 | PROPERTY TAX RELIEF FOR MARION RESIDENTS | |
| TRUSTEES OF RESERVATIONS | |||||||
| 830 DRIFT ROAD | WESTPORT | MA | 02790 | 042105780 | 501(C)(3) | $60,000 | YOUTH CONSERVATION CORPS |
| UMASS DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02747 | 043167352 | 501(C)(3) | $71,301 | MACLEAN EMERGENCY "BRIDGING THE GAP" FUND AND TO THE DEAN'S FUND FOR THE BENEFIT OF UMASS SCHOOL |
| UNITED WAY OF GREATER NEW BEDFORD | |||||||
| 105 WILLIAM STREET | NEW BEDFORD | MA | 02740 | 042104264 | 501(C)(3) | $76,000 | GENERAL SUPPORT; GRANT FOR SUMMER FUND; TO SUPPORT THE COMMUNITY BUILDING MINI-GRANT |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | 030277908 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT |
| WESTPORT COMMUNITY SCHOOLS | |||||||
| 17 MAIN ROAD | WESTPORT | MA | 02790 | 043168304 | 501(C)(3) | $39,629 | USING ADVANCED PLACEMENT TO CLOSE THE ACHIEVEMENT; WES MAKERSPACE GRANT; PROGRAMS |
| WHALE | |||||||
| 128 UNION STREET | NEW BEDFORD | MA | 02740 | 048130520 | 501(C)(3) | $20,000 | 2017 PAYMENT (4TH OF 5) OF CAPITAL FUNDS TO RESTOR |
| YMCA SOUTHCOAST | |||||||
| 18 SOUTH WATER STREET | NEW BEDFORD | MA | 02740 | 042104749 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT |
| YWCA OF SOUTHEASTERN MA | |||||||
| 20 SOUTH SIXTH STREET | NEW BEDFORD | MA | 02740 | 042104747 | 501(C)(3) | $10,000 | FOR SUPPORT OF YWCA GIRLS EXCLUSIVE PROGRAM; YWCA FINANCIAL LITERACY FOR WOMEN PROGRAM |
| OLD ROCHESTER REGIONAL SCHOOL DISTRICT | |||||||
| 135 MARION ROAD | MATTAPOISETT | MA | 02739 | $5,832 | ORRJHS MAKERSPACE CHALLENGE STATION | ||
| ALMA DEL MAR CHARTER SCHOOL | |||||||
| 26 MADEIRA AVENUE | NEW BEDFORD | MA | 02746 | 452914995 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| AMERICAN HEART ASSOCIATION | |||||||
| ONE STATE STREET SUITE 200 | PROVIDENCE | RI | 02908 | 135613797 | 501(C)(3) | $7,500 | SOUTHERN NEW ENGLAND HEART WALK AT UMASS DARTMOUTH |
| BOYS & GIRLS CLUB OF GREATER NEW BEDFORD | |||||||
| 166 JENNEY STREET | NEW BEDFORD | MA | 02703 | 042104752 | 501(C)(3) | $34,000 | GENERAL OPERATING SUPPORT AND NEW BEDFORD WELLNESS INITIATIVE |
| HOLY UNION SISTERS OPEN ESOL | |||||||
| PO BOX 410 | MILTON | MA | 02186 | 042313420 | 501(C)(3) | $27,000 | SISTER BARBARA WALSH'S OPEN ESOL PROGRAM |
| SCHOONER ERNESTINA-MORRISSEY ASSOCIATION | |||||||
| PO BOX 2995 | NEW BEDFORD | MA | 02741 | 263290355 | 501(C)(3) | $24,000 | REQUESTED TRANSFER FROM FISCAL AGENT FUND 2017 |
| THE LIVESTOCK INSTITUTE OF SOUTHERN NEW ENGLAND | |||||||
| PO BOX 879 | WESTPORT | MA | 02790 | 465691864 | 501(C)(3) | $29,405 | RELEASE OF FUND BALANCE TO NEWLY ESTABLISHED 501C AND GENERAL SUPPORT |
| TOWN OF GOSNOLD | |||||||
| 28 TOWER HILL ROAD | CUTTYHUNK ISLAND | MA | 02713 | TOWN OF GOSNOLD | $20,000 | TO THE ELECTRIC LIGHT DEPARTMENT | |
| UMASS DARTMOUTH | |||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02747 | 043167352 | $18,495 | TO PURCHASE A LARGE BED LASER CUTTING MACHINE; FOR THE PUBLIC SERVICE MISSION OF THE PUBLIC POLICY | |
| UNITED INTERFAITH ACTION OF SE MASSACHUSETTS | |||||||
| 160 ROCK STREET | FALL RIVER | MA | 02720 | 311585685 | 501(C)(3) | $12,500 | BUILDING OPPORTUNITY FOR GOOD PAYING JOBS PROGRAM; TO SUPPORT UIA ON INITITIATIVES OUTLINED IN 2017 |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | |||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 056014351 | 501(C)(3) | $5,000 | CONTRIBUTION TO THE STEVEN JAMES SCHOLARSHIP FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| SCHOLARSHIPS | 136 | $282,324 | N/A |
| WOMENS FUND SAVINGS INCENTIVE PROGRAM GRANTS | 41 | $10,005 | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SOUTH COAST HEALTH SYSTEMS | |||
| BOARD MEMBER IS CHIEF OFFICER OF SOUTH COAST HEALTH SYSTEMS | $126,804 | GRANTS RECIEVED FROM FOUNDATION | 0 |
| U-MASS DARTMOUTH | |||
| 2 BOARD MEMBERS ARE SENIOR V. CHANCELLOR & ASSOC. V. CHANCELLOR OF UMD | $18,495 | GRANTS RECIEVED FROM FOUNDATION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $328,753 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | LESS: AGENCY FUND RETURN -129,336. |