2018-06-07T10:34:01-05:00 2017-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2017-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 128 UNION STREET SUITE 403 NEW BEDFORD MA 02740 JOHN VASCONCELLOS PRESIDENT 5089968253 2018-06-07 1 SANDRA M BROWN CPA P01614103 5088717178 2018-06-07 2017 2022-09-23 18:48:47Z X JOHN VASCONCELLOS 128 UNION STREET SUITE 403 NEW BEDFORD MA 02740 5289286 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. 17 17 19 0 0 0 2677373 2727514 135100 179790 521696 2083541 51637 115716 3385806 5106561 2332300 2317476 0 0 781685 879959 0 0 251162 931194 837922 4045179 4035357 -659373 1071204 32662363 36391823 1644370 1813435 31017993 34578388 TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. 0 0 3429391 2317476 179790 GRANT MAKING FOR COMMUNITY NEEDS. 3429391 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 44 0 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 17 17 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 CHAIR 2.00 X X 0 0 0 SISTER KATHLEEN HARRINGTON VICE CHAIR (THROUGH 6/17) 2.00 X 0 0 0 MARY LOUISE NUNES CPA TREASURER (THROUGH 6/17) 10.00 X 0 0 0 ELIZABETH ISHERWOOD ASST TREASURER (THROUGH 6/17) 2.00 X 0 0 0 JUNE A SMITH ESQUIRE SECRETARY (THROUGH 6/17) 2.00 X 0 0 0 LINDA BODENMANN DIRECTOR/VICE CHAIR(EFF. 6/17 2.00 X X 0 0 0 PETER C BULLARD ESQUIRE DIRECTOR (THROUGH 6/17) 2.00 X 0 0 0 EDWARD G SIEGAL CPA DIRECTOR 2.00 X 0 0 0 PETER C BOGLE DIRECTOR (THROUGH 6/17) 2.00 X 0 0 0 TERRY BOYLE DIRECTOR 2.00 X 0 0 0 COLLEEN C CARNEY DIRECTOR 2.00 X 0 0 0 CARL J CRUZ DIRECTOR / CLERK (EFF. 6/17) 2.00 X X 0 0 0 ERIK DOMINGUES MDFAAD DIRECTOR 2.00 X 0 0 0 MATTHEW J DOWNEY ESQUIRE DIRECTOR (THROUGH 6/17) 2.00 X 0 0 0 PAUL C DOWNEY DIRECTOR (THROUGH 6/17) 2.00 X 0 0 0 WILLIAM R ECCLES JR DIRECTOR 2.00 X 0 0 0 DR DIVINA GROSSMAN DIRECTOR 2.00 X 0 0 0 GERRY KAVANAUGH DIRECTOR 2.00 X 0 0 0 DANA R NORMAN CPA DIRECTOR /TREASURER(EFF. 6/17) 10.00 X X 0 0 0 GEORGE OLIVEIRA DIRECTOR (THROUGH 6/17) 2.00 X 0 0 0 JASON RUA DIRECTOR 2.00 X 0 0 0 ERIC H STRAND DIRECTOR 2.00 X 0 0 0 LEONARD W SULLIVAN DIRECTOR 2.00 X 0 0 0 VERA F VADEBONCOEUR DIRECTOR 2.00 X 0 0 0 NICHOLAS M CHRIST DIRECTOR (EFF. 6/17) 2.00 X 0 0 0 LOUIS E SOUSA CFA DIRECTOR (EFF. 6/17) 2.00 X 0 0 0 JOHN VASCONCELLOS PRESIDENT 40.00 X 145076 0 16666 PAMELA EVANS DIRECTOR OF FINANCE/ADMINISTRATION 30.00 X 62095 0 3748 207171 0 20414 1 0 0 0 CHARLES SCHWAB PO BOX 628290 ORLANDO FL 32862 INVESTMENT MANAGEMENT FEES 102826 1 108125 2619389 2727514 WORKSHOP FEES 900099 172100 172100 ADMINISTRATIVE FEES 541610 7690 7690 179790 893261 893261 1317533 127253 1190280 1190280 1190280 171188 108125 55472 115716 115716 5106561 179790 0 2199257 2317476 2317476 170531 68212 68212 34107 578255 304514 121484 152257 58419 30877 12105 15437 72754 36377 18189 18188 3763 3763 17000 17000 102826 102826 135030 104410 30620 24282 22504 1778 102019 48350 41048 12621 54891 27446 13722 13723 8330 6512 1818 34024 21546 12478 19316 9658 4829 4829 7758 7758 EXPENSES FOR FISCALLY S 328683 328683 4035357 3429391 354804 251162 27192 64529 1372845 2289802 5000 80000 8575 29059 13020 14423 506769 53200 438852 453569 30789167 33455811 7712 4630 32662363 36391823 69039 52376 272500 300000 315052 298234 987779 1162825 1644370 1813435 X 27304692 30140384 1813022 2517769 1900279 1920235 31017993 34578388 32662363 36391823 X 1071204 2618527 -129336 X 0 1 X 1 0 X 3483260 5239936 2184824 2677373 2727514 16312907 3483260 5239936 2184824 2677373 2727514 16312907 182137 16130770 913948 1121206 962717 724182 893261 4615314 20928221 1009967 0.77080 0.79860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 76 10014684 21341728 1415316 1751368 1329574 1667893 0 0 3230957 20208 488045 81339 3657871 3079469 32027 254381 134920 3230957 27371587 1466562 -604481 1595300 26638368 26754027 1390309 783648 1597227 -40830 27371587 22372911 749108 4951755 1326988 -7241 26754027 0.19000 0.52000 0.29000 0 0 88627 88627 372712 40113 332599 24050 24050 21380 13087 8293 453569 AGENCY ENDOWMENT FUNDS 1047226 ANNUITIES PAYABLE 16323 AGENCY FUNDS HELD FOR OTHERS 99276 1162825 7492926 2618527 -129336 2489191 5003735 102826 102826 5106561 3932531 0 3932531 102826 102826 4035357 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. GALA 131495 108125 23370 11383 31670 2215 10204 MOTHER'S DAY RACE - WOMEN'S FUND 39627 39627 1 108191 108191 279313 108125 171188 11383 31670 2215 10204 55472 115716 1 ALL HANDS VOLUNTEERS 6 COUNTY ROAD 6 MATTAPOISETT MA 02739 203414952 501(C)(3) 5000 HURRICAN HARVEY RECOVERY EFFORTS BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)(3) 5000 GENERAL OPERATING SUPPORT CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 15000 CARING NETWORK / GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY 58 ARCH STREET FALL RIVER MA 02724 043135548 501(C)(3) 5000 FOR "CAN WE TEACH THESE KIDS TO DANCE?" CITY ON A HILL FOUNDATION 31 HEATH STREET BOSTON MA 02130 043217458 501(C)(3) 10000 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 1379 DUBLIN ROAD COLUMBUS OH 43215 310996236 501(C)(3) 87191 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) 20672 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) 25000 AMELIA PEABODY GRANT CHALLENGE MATCH CITY OF NEW BEDFORD DEPARTMENT OF COMMUNITY CITY OF NEW BEDFORD 7000 SHINING LIGHTS FAMILY LITERACY NIGHTS DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 35000 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) 6000 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) 10000 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) 5000 FOR OUTREACH TO WOMEN FOR BUILDING PATHWAYS SOUTH MARION INSTITUTE 202 SPRING STREET MARION MA 02738 043206583 501(C)(3) 28000 $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) 10000 GENERAL OPERATING SUPPORT NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02746 043274100 501(C)(3) 10000 LEARNING STUDIO: EARLY LITERACY THROUGH THE ARTS COMMUNITY AUTISM RESOURCES INC 33 JAMES REYNOLDS RD STE C SWANSEA MA 02777 421534496 501(C)(3) 5000 GOTTSCHALL ACCESS PROGRAM FRIENDS OF BUTTONWOOD PARK PO BOX 2011 NEW BEDFORD MA 02741 043081488 501(C)(3) 8000 TO SUPPORT THE COMPLETION OF THE NORTH WOODS RESTO NEW BEDFORD PUBLIC SCHOOLS 145 BROWNELL AVENUE NEW BEDFORD MA 02746 046001402 501(C)(3) 44743 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) 5000 GENERAL SUPPORT OLD DARTMOUTH HISTORICAL SOCIETY 18 JOHNNY CAKE HILL NEW BEDFORD MA 02746 042104805 501(C)(3) 42000 GENERAL OPERATING SUPPORT AND PLEDGE PAYMENT GREATER NEW BEDFORD REG VOC TECH HIGH SCHOO 1121 ASHLEY BLVD NEW BEDFORD MA 02745 043237225 11000 ADULT ESL PROGRAM AND MENTORING PROGRAM OUR SISTERS' SCHOOL 145 BOWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)(3) 30000 FOR THE OPPORTUNITY FUND AND GENERAL SUPPORT HARPSWELL HERITAGE LAND TRUST PO BOX 359 HARPSWELL ME 04079 222552116 501(C)(3) 30000 OPERATING SUPPORT PEOPLE INCORPORATED 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)(3) 7000 SMILES AFTERSCHOOL MENTORING AT PARKER ELEMENTARY PIONEER INSTITUTE FOR PUBLIC POLICY RES 85 DEVONSHIRE STREET BOSTON MA 02109 222632081 501(C)(3) 10000 GENERAL OPERATING SUPPORT REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)(3) 15000 GENERAL OPERATING SUPPORT SCHWARTZ CENTER FOR CHILDREN 1 POSA PLAZA NORTH DARTMOUTH MA 02747 042296947 501(C)(3) 5000 GENERAL SUPPORT IMMIGRANTS' ASSISTANCE CENTER 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 130000 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) 5500 INVESTING IN THE FUTURE AT THE GOMES SCHOOL MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 237376772 501(C)(3) 50000 WARM WELCOME PROGRAM SMILES 4 SOUTH MAIN STREET FALL RIVER MA 02721 205177577 501(C)(3) 5000 GENERAL SUPPORT SOUTHCOAST HEALTH SYSTEMS 101 PAGE STREET NEW BEDFORD MA 02740 042794625 501(C)(3) 126804 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) 22000 GENERAL SUPPORT TEACH FOR AMERICA - GREATER BOSTON 60 CANAL STREET BOSTON MA 02114 133541913 501(C)(3) 5000 SPONSOR A TEACHER - NEW BEDFORD NEW BEDFORD HISTORICAL SOCIETY 21 7TH STREET NEW BEDFORD MA 02740 043348881 501(C)(3) 10000 FOR A FREDERICK DOUGLASS STATUE NEW BEDFORD SYMPHONY ORCHESTRA PO BOX 2053 NEW BEDFORD MA 02741 042658082 501(C)(3) 10000 FOR THE INSTALLATION OF ACOUSTIC SIDEWALL PANELS THE ARC OF NORTHERN BRISTOL COUNTY 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)(3) 10265 RELEASE OF 4.5% DISTRIBUTION - OPERATING SUPPORT NORTHSTAR LEARNING CENTER 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 5000 GENERAL OPERATING SUPPORT TOWN OF MARION 2 SPRING STREET MARION MA 02738 046001211 7348 PROPERTY TAX RELIEF FOR MARION RESIDENTS TRUSTEES OF RESERVATIONS 830 DRIFT ROAD WESTPORT MA 02790 042105780 501(C)(3) 60000 YOUTH CONSERVATION CORPS UMASS DARTMOUTH FOUNDATION 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 043167352 501(C)(3) 71301 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) 76000 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) 50000 GENERAL OPERATING SUPPORT WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 043168304 501(C)(3) 39629 USING ADVANCED PLACEMENT TO CLOSE THE ACHIEVEMENT; WES MAKERSPACE GRANT; PROGRAMS WHALE 128 UNION STREET NEW BEDFORD MA 02740 048130520 501(C)(3) 20000 2017 PAYMENT (4TH OF 5) OF CAPITAL FUNDS TO RESTOR YMCA SOUTHCOAST 18 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 15000 GENERAL OPERATING SUPPORT YWCA OF SOUTHEASTERN MA 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 10000 FOR SUPPORT OF YWCA GIRLS EXCLUSIVE PROGRAM; YWCA FINANCIAL LITERACY FOR WOMEN PROGRAM OLD ROCHESTER REGIONAL SCHOOL DISTRICT 135 MARION ROAD MATTAPOISETT MA 02739 5832 ORRJHS MAKERSPACE CHALLENGE STATION ALMA DEL MAR CHARTER SCHOOL 26 MADEIRA AVENUE NEW BEDFORD MA 02746 452914995 501(C)(3) 10000 GENERAL SUPPORT AMERICAN HEART ASSOCIATION ONE STATE STREET SUITE 200 PROVIDENCE RI 02908 135613797 501(C)(3) 7500 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) 34000 GENERAL OPERATING SUPPORT AND NEW BEDFORD WELLNESS INITIATIVE HOLY UNION SISTERS OPEN ESOL PO BOX 410 MILTON MA 02186 042313420 501(C)(3) 27000 SISTER BARBARA WALSH'S OPEN ESOL PROGRAM SCHOONER ERNESTINA-MORRISSEY ASSOCIATION PO BOX 2995 NEW BEDFORD MA 02741 263290355 501(C)(3) 24000 REQUESTED TRANSFER FROM FISCAL AGENT FUND 2017 THE LIVESTOCK INSTITUTE OF SOUTHERN NEW ENGLAND PO BOX 879 WESTPORT MA 02790 465691864 501(C)(3) 29405 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 20000 TO THE ELECTRIC LIGHT DEPARTMENT UMASS DARTMOUTH 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 043167352 18495 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) 12500 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) 5000 CONTRIBUTION TO THE STEVEN JAMES SCHOLARSHIP FUND 59 SCHOLARSHIPS 136 282324 N/A WOMENS FUND SAVINGS INCENTIVE PROGRAM GRANTS 41 10005 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. SOUTH COAST HEALTH SYSTEMS BOARD MEMBER IS CHIEF OFFICER OF SOUTH COAST HEALTH SYSTEMS 126804 GRANTS RECIEVED FROM FOUNDATION 0 U-MASS DARTMOUTH 2 BOARD MEMBERS ARE SENIOR V. CHANCELLOR & ASSOC. V. CHANCELLOR OF UMD 18495 GRANTS RECIEVED FROM FOUNDATION 0 X 11 328753 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: LESS: AGENCY FUND RETURN -129,336.