2017-05-11T14:53:43-05:00 2016-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2016-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 30 CORNELL STREET NEW BEDFORD MA 02740 JOHN VASCONCELLOS PRESIDENT 5089968253 2017-05-11 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2017-05-11 71.248.188.134 2017-05-11 15:23:53 ED P 0D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A 0D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A 2016 2021-01-29 14:40:06Z JOHN VASCONCELLOS 30 CORNELL STREET NEW BEDFORD MA 02740 5438018 0 X WWW.CFSEMA X 1995 MA TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. 24 24 20 0 0 0 4229824 2677373 68102 135100 1421203 521696 45856 51637 5764985 3385806 2902568 2332300 0 0 825313 781685 0 0 175798 1188853 931194 4916734 4045179 848251 -659373 31509860 32662363 1720091 1644370 29789769 31017993 TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION. 0 0 3572653 2332300 135100 GRANT MAKING FOR COMMUNITY NEEDS. 3572653 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 0 0 0 0 0 0 0 0 0 1 73 0 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 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 30 CORNELL STREET NEW BEDFORD MA 02740 SETH GARFIELD CHAIR 2.00 X X 0 0 0 SISTER KATHLEEN HARRINGTON VICE CHAIR 2.00 X X 0 0 0 MARY LOUISE NUNES CPA TREASURER 10.00 X X 0 0 0 ELIZABETH ISHERWOOD ASSISTANT TREASURER 2.00 X X 0 0 0 JUNE A SMITH ESQUIRE SECRETARY 2.00 X X 0 0 0 LINDA BODENMANN DIRECTOR 2.00 X 0 0 0 PETER C BULLARD ESQUIRE DIRECTOR 2.00 X 0 0 0 EDWARD G SIEGAL CPA DIRECTOR 2.00 X 0 0 0 PETER C BOGLE DIRECTOR 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 2.00 X 0 0 0 ERIK DOMINGUES MDFAAD DIRECTOR 2.00 X 0 0 0 MATTHEW J DOWNEY ESQUIRE DIRECTOR 2.00 X 0 0 0 PAUL C DOWNEY DIRECTOR 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 2.00 X 0 0 0 GEORGE OLIVEIRA DIRECTOR 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 TOM LYONS FORMER DIRECTOR 2.00 X 0 0 0 RICHARD LAFRANCE FORMER DIRECTOR 2.00 X 0 0 0 LISA STRATTAN FORMER DIRECTOR 2.00 X 0 0 0 JOHN VASCONCELLOS PRESIDENT 40.00 X 62691 0 0 CRAIG DUTRA FORMER PRESIDENT 40.00 X 38824 0 2228 PAMELA EVANS DIRECTOR OF FINANCE AND ADMINISTRATION 30.00 X 59231 0 742 160746 0 2970 0 0 0 0 CHARLES SCHWAB PO BOX 628290 ORLANDO FL 32862 INVESTMENT MANAGEMENT FEES 115558 1 88575 2588798 2677373 WORKSHOP FEES 900099 129466 129466 ADMINISTRATIVE FEES 541610 5634 5634 135100 724182 724182 1797787 2000273 -202486 -202486 -202486 103576 88575 51939 51637 51637 3385806 135100 0 573333 2096361 2096361 235939 235939 171941 85347 72799 13795 496265 298447 84012 113806 12452 6779 2983 2690 45421 26054 10387 8980 55606 31907 13033 10666 3379 3379 11000 11000 115558 115558 337844 315675 22169 42204 41048 1156 85478 40984 38002 6492 85377 48990 20011 16376 11780 8113 3667 21746 18685 3061 15600 8951 3656 2993 7413 7413 EXPENSES FOR FISCALLY S 193815 193815 4045179 3572653 296728 175798 429945 27192 638268 1372845 10000 5000 8575 13588 11746 13020 475819 36967 431863 438852 29974450 30789167 7712 31509860 32662363 71858 69039 355017 272500 331091 315052 962125 987779 1720091 1644370 X 26286761 27304692 1634756 1813022 1868252 1900279 29789769 31017993 31509860 32662363 X -659373 1955721 -68124 X 0 1 X 1 0 X 3807717 3483260 5239936 2184824 2677373 17393110 3807717 3483260 5239936 2184824 2677373 17393110 169333 17223777 453232 913948 1121206 962717 724182 4175285 21568395 988377 0.79860 0.79870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 1415316 1329574 10014684 0 0 3079469 32027 254381 134920 3230957 27371587 1466562 -604481 1595300 26638368 26754027 1390309 783648 1597227 -40830 27371587 22372911 749108 4951755 1326988 -7241 26754027 18935807 1211754 3207560 707822 274388 22372911 0.19000 0.59000 0.22000 0 0 88627 88627 372712 26940 345772 14480 10027 4453 438852 AGENCY ENDOWMENT FUNDS 856050 ANNUITIES PAYABLE 24323 AGENCY FUNDS HELD FOR OTHERS 107406 987779 5164777 1955721 6932 -68124 1894529 3270248 115558 115558 3385806 3936553 6932 6932 3929621 115558 115558 4045179 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 -68,124. GALA 105185 88575 16610 12016 33071 965 5887 MOTHER'S DAY RACE - WOMEN'S FUND 44273 44273 1 42693 42693 192151 88575 103576 12016 33071 965 5887 51939 51637 1 BUTTONWOOD PARK ZOOLOGICAL SOCIETY 425 HAWTHORN STREET NEW BEDFORD MA 02740 042661467 501(C)(3) 36000 AQUATICS ENVIRONMENT CENTER CAMPAIGN BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)(3) 5000 ANNUAL OPERATIONS AND PROGRAMS CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 10000 GENERAL OPERATING SUPPORT CHILDREN'S ADVOCACY CENTER OF BRISTOL C 58 ARCH STREET FALL RIVER MA 02724 043135548 501(C)(3) 5000 YOUR PROGRAM, "PROTECTING OUR CHILDREN" CITY ON A HILL FOUNDATION 31 HEATH STREET BOSTON MA 02130 043217458 501(C)(3) 10000 GENERAL SUPPORT COMMUNITY BOATING CENTER 1641 PADANARAM AVENUE NEW BEDFORD MA 02740 043401842 501(C)(3) 15710 GENERAL OPERATING SUPPORT COMMUNITY ECONOMIC DEVELOPMENT CENTER O 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 010543265 501(C)(3) 5000 GENERAL OPERATING SUPPORT DARTMOUTH HIGH SCHOOL PARENT TEACHER OR 555 BAKERVILLE ROAD DARTMOUTH MA 02748 474950757 6724 GENERAL OPERATING SUPPORT DARTMOUTH MIDDLE SCHOOL 366 SLOCUM ROAD DARTMOUTH MA 02747 046001127 11820 BEAM BALANCES DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 25215 OPERATING SUPPORT DIABETES ASSOCIATION INC 1040 EASTERN AVENUE FALL RIVER MA 02723 042665107 501(C)(3) 5823 RELEASE OF 4% DISTRIBUTION FROM THE DIABETES ASSOC. GLOBAL LEARNING CHARTER PUBLIC SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 412205240 501(C)(3) 90000 YOUR SOFTWARE AND TECHNOLOGY NEEDS HOME FOR AGED PEOPLE 1168 HIGHLAND AVENUE FALL RIVER MA 02720 042104315 501(C)(3) 50000 GENERAL OPERATING EXPENSES MARION INSTITUTE 202 SPRING STREET MARION MA 02738 043206583 501(C)(3) 65000 $50,000 FOR THE ENERGY CHALLENGE, $10,000 OTHER NATIVITY PREPARATORY SCHOOL OF NEW BEDF 66 SPRING STREET NEW BEDFORD MA 02746 043501206 501(C)(3) 11715 GENERAL OPERATING SUPPORT NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02746 043274100 501(C)(3) 7000 ARTMOBILE NEW BEDFORD HIGH SCHOOL 230 HATHAWAY BOULEVARD NEW BEDFORD MA 02746 046001402 501(C)(3) 844 PROGRAM SUPPORT NEW BEDFORD PORT SOCIETY 15 JOHNNY CAKE HILL NEW BEDFORD MA 02746 042239744 501(C)(3) 30000 THE SEAMANS BETHEL/MARINER'S HOME PROJECT NEW BEDFORD PUBLIC SCHOOLS 145 BROWNELL AVENUE NEW BEDFORD MA 02746 046001402 501(C)(3) 18550 THE HOMEWORK HELPERS PROGRAM 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) 588212 CAPITAL CAMPAIGN OUR LADY QUEEN OF PEACE CATHOLIC CHURCH 2700 SOUTH 19TH STREET ARLINGTON VA 22204 540800050 501(C)(3) 11273 GENERAL SUPPORT OUR SISTERS' SCHOOL 145 BOWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)(3) 14927 GENERAL SUPPORT PARTNERS IN HOUSING 2 ANDERSON WAY NORTH DARTMOUTH MA 02747 371645105 501(C)(3) 5000 THE O'CONNOR-SISSON HOUSE FOR VETERANS PEOPLE INCORPORATED 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)(3) 15000 SMILES PIONEER INSTITUTE FOR PUBLIC POLICY RES 85 DEVONSHIRE STREET BOSTON MA 02109 222632081 501(C)(3) 10000 EDUCATION ON THE SOUTH COAST OF MASSACHUSETTS REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)(3) 12500 OPERATING SUPPORT SCHWARTZ CENTER FOR CHILDREN 1 POSA PLAZA NORTH DARTMOUTH MA 02747 042296947 501(C)(3) 6428 GENERAL SUPPORT SEA LAB MARINE SCIENCE EDUCATION CENTER 71 PORTLAND STREET NEW BEDFORD MA 02744 046001402 501(C)(3) 6500 SCHOLARSHIPS SEA RESEARCH FOUNDATION 55 COOGAN BOULEVARD MYSTIC CT 06355 061480300 501(C)(3) 5000 YOUR WORK IN NEW BEDFORD PUBLIC SCHOOLS SEMALA - INTERFUND 30 CORNELL STREET NEW BEDFORD MA 02740 043280353 501(C)(3) 10000 GRANT FROM CRAPO TO SEMA LIVESTOCK ASSOCIATION 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) 125000 CAPITAL CAMPAIGN FOR THE MATERNITY CENTER SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PO BOX 80625 SOUTH DARTMOUTH MA 02748 201625240 501(C)(3) 30000 GENERAL SUPPORT TEACH FOR AMERICA - GREATER BOSTON 60 CANAL STREET BOSTON MA 02114 133541913 501(C)(3) 15000 SUPPORT FOR YOUR WORK IN GREATER NEW BEDFORD TEAM NOAH - INTERFUND 30 CORNELL STREET NEW BEDFORD MA 02740 043280353 501(C)(3) 1000 TRANSFER $1,000 FROM ROTARY CLUB ADVISED TO TEAM TEMPLE - INTERFUND 30 CORNELL STREET NEW BEDFORD MA 02740 043280353 501(C)(3) 12980 JACOBS EDUC ATTAINMENT TO TEMPLE SEA LAB THE ARC OF NORTHERN BRISTOL COUNTY 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)(3) 9982 RELEASE OF 4% DISTRIBUTION - OP SUPPORT THE WOMEN'S CENTER 252 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)(3) 5447 A PERFECT PLACE TOWN OF MARION 2 SPRING STREET MARION MA 02738 046001211 7098 PROPERTY TAX RELIEF FOR MARION RESIDENTS TRUSTEES OF RESERVATIONS 830 DRIFT ROAD WESTPORT MA 02790 042105780 501(C)(3) 60000 SOUTHCOAST YOUTH CONSERVATION CORPS UMASS DARTMOUTH FOUNDATION 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 043167352 501(C)(3) 70730 YOUR EFFORTS TOWARD THE REGIONAL SUCCESS CONTINU UNITED WAY OF GREATER NEW BEDFORD 105 WILLIAM STREET NEW BEDFORD MA 02740 042104264 501(C)(3) 80000 GENERAL OPERATING SUPPORT UPPER VALLEY HAVEN 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 030277908 501(C)(3) 50000 FOOD PANTRY WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 043168304 501(C)(3) 8215 DESTINATION IMAGINATION WHALE 128 UNION STREET NEW BEDFORD MA 02740 048130520 501(C)(3) 42000 CAPITAL GRANT YMCA SOUTHCOAST 18 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 22500 GENERAL OPERATING SUPPORT YWCA OF SOUTHEASTERN MA 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 12000 FINANCIAL LITERACY FOR WOMEN PROJECT MIT SEA GRANT 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02109 042103594 501(C)(3) 6000 PRINTING OF ADDITIONAL COPIES OF RESCUES ALMA DEL MAR CHARTER SCHOOL 26 MADEIRA AVENUE NEW BEDFORD MA 02746 452914995 501(C)(3) 38000 USE AT YOUR DISCRETION AMERICAN HEART ASSOCIATION ONE STATE STREET SUITE 200 PROVIDENCE RI 02908 135613797 501(C)(3) 5000 SPONSORSHIP OF 5/21 HEART WALK AT UMASS/DARTMOUTH BOYS & GIRLS CLUB OF GREATER NEW BEDFORD 166 JENNEY STREET NEW BEDFORD MA 02703 042104752 501(C)(3) 43530 GENERAL SUPPORT BRISTOL COMMUNITY COLLEGE 777 ELSBREE STREET FALL RIVER MA 02720 042707491 501(C)(3) 88244 FOR BCC'S EDUCATION TO ECONOMIC SECURITY SERVICE THE UBUNYE FOUNDATION 23 HILL STREET GRAHAMSTOWN MA 06140 937352144 501(C)(3) 8093 TRANFER OF FUNDS RAISED 54 SCHOLARSHIPS 123 210974 N/A WOMENS FUND SAVINGS INCENTIVE PROGRAM GRANTS 30 24965 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 125683 GRANTS RECIEVED FROM FOUNDATION 0 U-MASS DARTMOUTH 2 BOARD MEMBERS ARE SENIOR V. CHANCELLOR & ASSOC. V. CHANCELLOR OF UMD 119859 GRANTS RECIEVED FROM FOUNDATION 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 -68,124.