2015-08-14T07:34:42-05:00 2014-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2014-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 30 CORNELL STREET NEW BEDFORD MA 02740 EDWARD G SIEGAL BOARD CHAIR 5089968253 2015-06-26 1 RICHARD B DIONNE P00142882 9784522500 2015-06-26 2014 2016-04-25 22:37:26Z CRAIG DUTRA 30 CORNELL STREET NEW BEDFORD MA 02740 14929529 0 X WWW.CFSEMA.ORG X 1995 MA THE MISSION OF THE COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS IS TO IMPROVE AND PROTECT THE QUALITY OF LIFE IN OUR REGION BY: PROMOTING COLLABORATION AND UNDERSTANDING AMONG ALL MEMBERS OF THE COMMUNITY; PROVIDING A FLEXIBLE PERMANENT VEHICLE FOR DONORS WITH DIVERSE INTERESTS; PROTECTING THE COMMUNITY'S ENDOWMENT THROUGH PRUDENT INVESTMENT AND EFFECTIVE STEWARDSHIP; EXPANDING THE COMMUNITY'S ENDOWMENT THROUGH APPROPRIATE SOLICITATION; AND ASCERTAINING COMMUNITY NEEDS AND OPPORTUNITIES AND ACTING AS AN INFORMED GRANTMAKER. 24 24 22 0 0 0 3483260 5239936 148651 124657 3407374 1531247 70234 13593 7109519 6909433 2589031 3334832 0 0 591657 723821 0 0 309511 1284787 1348824 4465475 5407477 2644044 1501956 32186222 32741794 2021677 1812645 30164545 30929149 X THE MISSION OF THE COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS IS TO IMPROVE AND PROTECT THE QUALITY OF LIFE IN OUR REGION BY: PROMOTING COLLABORATION AND UNDERSTANDING AMONG ALL MEMBERS OF THE COMMUNITY; PROVIDING A FLEXIBLE PERMANENT VEHICLE FOR DONORS WITH DIVERSE INTERESTS; PROTECTING THE COMMUNITY'S ENDOWMENT THROUGH PRUDENT INVESTMENT AND EFFECTIVE STEWARDSHIP; EXPANDING THE COMMUNITY'S ENDOWMENT THROUGH APPROPRIATE SOLICITATION; ASCERTAINING COMMUNITY NEEDS AND OPPORTUNITIES AND ACTING AS AN INFORMED GRANTMAKER. 0 0 4674069 3334832 124657 GRANT MAKING FOR COMMUNITY NEEDS. 4674069 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 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 2 0 1 22 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 X X CRAIG DUTRA PRESIDENT 5089968253 30 CORNELL STREET NEW BEDFORD MA 02740 MR PETER C BOGLE ESQ DIRECTOR 2.00 X 0 0 0 MS LINDA BODENMANN DIRECTOR 2.00 X 0 0 0 MR SETH GARFIELD VICE CHAIR 2.00 X X 0 0 0 MR PETER BULLARD ESQ DIRECTOR 2.00 X 0 0 0 MR CARL J CRUZ DIRECTOR 2.00 X 0 0 0 MS ELIZABETH ISHERWOOD ASSISTANT TREASURER 2.00 X X 0 0 0 MR THOMAS LYONS DIRECTOR 2.00 X 0 0 0 MS MARY LOUISE NUNES CPA TREASURER 10.00 X X 0 0 0 MR PAUL DOWNEY DIRECTOR 2.00 X 0 0 0 MR RICHARD LAFRANCE DIRECTOR 2.00 X 0 0 0 ATTORNEY JUNE A SMITH CLERK 2.00 X X 0 0 0 SR KATHLEEN HARRINGTON DIRECTOR 2.00 X 0 0 0 MS DEBORAH A MCLAUGHLIN DIRECTOR 2.00 X 0 0 0 MR GEORGE OLIVEIRA DIRECTOR 2.00 X 0 0 0 MR JAMES S HUGHES DIRECTOR 2.00 X 0 0 0 MR EDWARD G SIEGAL CPA CHAIR 2.00 X X 0 0 0 MR GERRY KAVANAUGH DIRECTOR 2.00 X 0 0 0 MS JOAN MENARD FORMER DIRECTOR 2.00 X 0 0 0 MR LEONARD SULLIVAN DIRECTOR 2.00 X 0 0 0 DR PAUL VIVINO FORMER DIRECTOR 2.00 X 0 0 0 MR TERRANCE BOYLE DIRECTOR 2.00 X 0 0 0 MATTHEW DOWNEY DIRECTOR 2.00 X 0 0 0 DEAN ROBERT V WARD JR DIRECTOR 2.00 X 0 0 0 MS DIVINA GROSSMAN DIRECTOR 2.00 X 0 0 0 JASON RUA DIRECTOR 2.00 X 0 0 0 ERIC STRAND DIRECTOR 2.00 X 0 0 0 MR CRAIG DUTRA PRESIDENT 40.00 X 112281 0 8568 112281 0 8568 1 0 0 0 0 5062 87770 5147104 29602 5239936 WORKSHOP FEES 900099 117964 117964 ADMINISTRATIVE FEES 541610 6693 6693 124657 1121206 1121206 8388403 7978362 410041 410041 410041 55327 87770 41734 13593 13593 6909433 124657 0 1544840 3160907 3160907 173925 173925 127302 31825 38191 57286 477652 360036 68200 49416 16881 9692 3207 3982 46617 23212 10061 13344 55369 27106 12108 16155 50006 50006 117525 117525 360595 190578 104236 65781 69752 28647 23562 17543 69321 24245 30228 14848 50338 20586 17146 12606 41778 17158 14113 10507 10152 10152 63014 25880 21286 15848 10284 10284 10204 4191 3447 2566 7670 7670 PROGRAM EXPENSES 458556 458556 EVENTS EXPENSES 27432 27432 DEVELOPMENT 1943 1943 PROMOTIONAL SUPPLIES 254 254 5407477 4674069 423897 309511 586266 878005 635353 686123 116965 23341 12188 13412 532151 120231 13155 411920 30822295 30728993 32186222 32741794 72326 57958 219553 339805 332377 1729798 1082505 2021677 1812645 X 27348242 28302907 2037922 1784490 778381 841752 30164545 30929149 32186222 32741794 X 1501956 -676704 -60648 X 0 1 X 1 0 X 2906902 3283944 3807717 3483260 5239936 18721759 2906902 3283944 3807717 3483260 5239936 18721759 1375089 17346670 469898 491897 453232 913948 1121206 3450181 22171940 561074 0.78240 0.66670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 357954 69330 1301421 1 1 26754027 1390309 783648 1597227 -40830 27371587 22372911 749108 4951755 1326988 -7241 26754027 18935807 1211754 3207560 707822 274388 22372911 20046013 835615 -1021692 1157887 -568242 334484 18935807 14856980 3642866 2260823 636490 78166 20046013 0.92000 0.03000 0.05000 0 0 88627 88627 317329 4271 313058 126195 115960 10235 411920 FISCAL SPONSORSHIP FUNDS 105569 AGENCY ENDOWMENT FUNDS 922111 ANNUITIES PAYABLE 54825 1082505 X 6040204 -676704 -676704 6716908 117525 75000 192525 6909433 5275600 0 5275600 117525 14352 131877 5407477 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 X, LINE 2: THE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" REQUIRES THE FOUNDATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS RECEIVED BY AGENCY ENDOWMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT DISBURSEMENTS BY AGENCY ENDOWMENTS ROAD RACE 45123 33063 12060 2400 DINNER EVENT 97974 54707 43267 30334 9000 143097 87770 55327 32734 9000 41734 13593 1 BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC 166 JENNEY STREET NEW BEDFORD MA 02740 042104752 501(C)3 25000 GENERAL OPERATING, FINANCIAL AID ALMA DEL MAR PUBLIC CHARTER SCHOOLS 26 MADEIRA AVENUE NEW BEDFORD MA 02740 452914995 501(C)3 30000 GENERAL OPERATING CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)3 14500 GENERAL OPERATING SUPPORT. BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY INC 41 BERKELEY STREET BOSTON MA 02116 222995201 501(C)3 5000 OPERATING EXPENSES DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)3 20000 GENERAL OPERATING SUPPORT. GLOBAL LEARNING CHARTER SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 412205240 501(C)3 168000 GENERAL OPERATING SUPPORT, CELTICS OUTING THE MARION INSTITUTE INC 202 SPRING STREET MARION MA 02738 043206583 501(C)3 52500 GREEN JOBS, POWER PROJECT EFFICIENCY, I AM SOMEBODY PROGRAM NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD 66 SPRING STREET NEW BEDFORD MA 02740 043501206 501(C)3 16250 GENERAL OPERATING SUPPORT. BRISTOL COMMUNITY COLLEGE FOUNDATION 777 ELSBREE STREET FALL RIVER MA 02720 042707491 501(C)3 37788 WISE WOMEN PROGRAM, BOOKS FOR STUDENTS SMILES PO BOX 1712 NEW BEDFORD MA 02741 205177577 501(C)3 5000 GENERAL OPERATING SUPPORT. OUR SISTERS' SCHOOL INC 145 BROWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)3 32500 GENERAL OPERATING SUPPORT, SCHOLARSHIPS REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)3 10000 GENERAL OPERATING SUPPORT. UMASS DARTMOUTH FOUNDATION 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 237336988 501(C)3 25000 SUMMER CAMP PROGRAM, SCHOLARSHIPS, WOMEN'S AND GENDER STUDIES UNITED WAY OF GREATER NEW BEDFORD 105 WILLIAM STREET NEW BEDFORD MA 02740 042104264 501(C)3 86095 SUMMER FUND, OPERATING SUPPORT YMCA SOUTHCOAST 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)3 127000 GENERAL OPERATING SUPPORT, SCHOLARSHIP GIFTS TO GIVE INC 190 OLD DERBY STREET NO 100 HINGHAM MA 02043 262475885 501(C)3 10200 GENERAL OPERATING SUPPORT ARC OF NORTHERN BRISTOL COUNTY INC 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)3 8768 RELEASE OF DISTRIBUTION, GENERAL OPERATING COMMUNITY BOATING CENTER INC 1641 PADANARAM AVE NEW BEDFORD MA 02740 043401842 501(C)3 22311 GENERAL OPERATING, SUMMER YOUTH SAILING NEW BEDFORD PUBLIC SCHOOLSSEA LAB 145 BROWNELL AVENUE NEW BEDFORD MA 02744 046001402 17390 SEA LAB PROGRAM, SCHOLARSHIPS TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 133541913 501(C)3 17500 DEVELOPMENT, MATCHING GRANT, SPONSOR A TEACHER PROGRAM TRIPS FOR KIDS NEW BEDFORD 224 BROCK AVE NEW BEDFORD MA 02744 562438443 501(C)3 9000 AFTER SCHOOL PROGRAMS, SUPPLIES TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 042105780 501(C)3 140000 2012 CORPS WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)3 8882 DISTRIBUTION, EXPENSES BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)3 18000 PROGRAM AND OPERATING SUPPORT CATHOLIC SOCIAL SERVICES 1600 BAY STREET FALL RIVER MA 02724 042106394 501(C)3 21000 EDUCATION PROGRAMS CITY OF NEW BEDFORD DEPARTMENT OF COMMUNITY SERVICES 133 WILLIAM STREET NEW BEDFORD MA 02740 10000 WORKFORCE DEVELOPMENT AND FAMILY LITERACY PROGRAMMING COASTLINE ELDERLY SERVICES INC 1646 PURCHASE STREET NEW BEDFORD MA 02740 042622121 501(C)3 7880 PROGRAM SUPPORT COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MASS 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 010543265 501(C)3 24250 PROGRAM SUPPORT DREAM OUT LOUD 1 JONNYCAKE HILL NEW BEDFORD MA 02740 043528626 501(C)3 11500 OPERATING AND PROGRAM SUPPORT FRIENDS OF BUTTONWOOD PARK 609 UNION STREET NEW BEDFORD MA 02740 043081488 501(C)3 7500 CAPITAL PURCHASES GREATER NEW BEDFORD REGIONAL VOCATIONAL TECHNICL HIGH SCHOOL 1125 ASHLEY BOULEVARD NEW BEDFORD MA 02745 042516154 5000 ESOL IMMIGRANTS' ASSISTANCE CENTER 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)3 19750 PROGRAM SUPPORT NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 043274100 501(C)3 27000 SUMMER PROGRAMS OLD DARTMOUTH HISTORICAL SOCIETY 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 042104805 501(C)3 683500 PROGRAM AND OPERATING SUPPORT NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC PO BOX 1057 MONTPELIER VT 05601 030364677 501(C)3 20000 OPERATING SUPPORT NORTHSTAR LEARNING CENTER 53 LNDEN STREET NEW BEDFORD MA 02740 510200575 501(C)3 46807 PROGRAM AND OPERATING SUPPORT OLD ROCHESTER REGIONAL SCHOOL DISTRICT 135 MARION ROAD MATTAPOISETT MA 02739 8500 EDUCATION PIONEER INSTITUTE FOR PUBLIC POLICY RESEARCH 85 DEVONSHIRE STREET BOSTON MA 02109 222632081 501(C)3 5000 OPERATING SUPPORT SCHWARTZ CENTER FOR CHILDREN ONE POSA PLAZA NORTH DARTMOUTH MA 02747 042296947 501(C)3 6094 OPERATING AND PROGRAM SUPPORT SEA RESEARCH FOUNDATION 55 COOGAN BOULEVARD MYSTIC CT 06355 061480300 501(C)3 10000 PROGRAM SUPPORT SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP INC 1 STATE BOG ROAD WAREHAM MA 02538 201625240 501(C)3 118434 OPERATING AND PROGRAM SUPPORT SOUTHCOAST HEALTH SYSTEMS INC 101 PAGE STREET NEW BEDFORD MA 02740 042794625 501(C)3 25000 PROGRAM SUPPORT SPINNER PUBLICATIONS INC 164 WILLIAM STREET NEW BEDFORD MA 02740 043812817 501(C)3 5000 PROGRAM SUPPORT UMASS DARTMOUTH 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 043167352 109000 PROGRAM SUPPORT UNITED INTERFIATH ACTION OF SE MASSACHUSETTS 160 ROCK STREET FALL RIVER MA 02720 311582685 501(C)3 7500 PROJECT SUPPORT UPPER VALLEY HAVEN 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 030277908 501(C)3 50000 PROGRM SUPPORT YWCA OF SOUTHEASTERN MA 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)3 45500 PROGRAM SUPPORT AND CAPITAL CAMPAIGN CENTRO COMMUNITARIO PO BOX 1210 NEW BEDFORD MA 02740 270445556 501(C)3 7000 TO EDUCATE COMMUNITY WORKERS ABOUT LABOR RIGHTS AND LEADERSHIP TRAINING CITY ON A HILL FOUNDATION 31 HEATH STREET BOSTON MA 02130 043217458 501(C)3 10000 GENERAL OPERATING SUPPORT CULTURE PARK 69 WALDEN PARK NEW BEDFORD MA 02745 043572783 501(C)3 5000 2014 NBEF SUMMER GRANT DIABETES ASSOCIATION 1040 EASTERN AVENUE FALL RIVER MA 02723 042665107 501(C)3 5202 ANNUAL DISTRIBUTION FRIENDS ACADEMY 1088 TUCKER ROAD DARTMOUTH MA 02747 042104242 501(C)3 5000 2014 NBEF SUMMER GRANT GIRLS INC 131 ARLINGTON STREET TAUNTON MA 02780 042104248 501(C)3 5000 YOUTH LEADERSHIP AND COMMUNITY ACTION KENNEDY-DONOVAN CENTER 19 HAWTHORN STREET NEW BEDFORD MA 02740 042519028 501(C)3 10000 CAPTIAL CAMPAIGN MARILYN SNOW HOUSE FOUNDATION INC 6912 E RANDOM POINT SPOKANE WA 99223 133201285 501(C)3 10300 A PICKLEBALL COURT MASSACHUSETTS FOUNDATION FOR THE HUMANITIES 66 BRIDGE STREET NORHAMPTON MA 01060 222504778 501(C)3 12500 NEW BEDFORD CLEMENTE COURSE IN THE HUMANITIES MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 237376772 501(C)3 50000 WARM WELCOME ENDOWMENT FUND NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL INC 1213 PURCHASE STREET NEW BEDFORD MA 02740 043244024 501(C)3 105000 THE WIND ENERGY CENTER NEW BEDFORD PORT SOCIETY 15 JOHNNY CAKE HILL NEW BEDFORD MA 02740 042239744 501(C)3 30000 RESTORATION OF THE MARINER'S HOME AND SEAMEN'S BETHEL NEW BEDFORD SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 2053 NEW BEDFORD MA 02741 042658082 501(C)3 19420 GENERAL SUPPORT NEW BEDFORD OCEANARIUM CORPORATION PO BOX 1906 NEW BEDFORD MA 02741 043205211 501(C)3 97500 TRANSITION ASSISTANCE, GIRLS PROGRAMS, GENERAL SUPPORT OUR LADY OF GUADALUP PARISH 22 FAIRMOUNT STREET NEW BEDFORD MA 02740 432057694 8500 ESOL PROGRAM PEOPLE INC 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)3 35000 SMILES MENTORING PROGRAM THE SALVATION ARMY 619 PURCHASE STREET NEW BEDFORD MA 02740 135562351 501(C)3 30000 THE NEEDIEST FAMILIES FUND SCHOONER ERNESTINA PO BOX 2995 NEW BEDFORD MA 02741 263290355 501(C)3 100000 RESTORATION OF THE VESSEL SOUTHCOAST CONNECTED INC 122 CLINTON STREET NEW BEDFORD MA 02740 205235825 501(C)3 10000 AFTER SCHOOL PROGRAMS, GENERAL SUPPORT TOWN OF GOSNOLD PO BOX 28 CUTTYHUNK MA 02713 28030 ROADSIDE CLEARING, FUEL SPILL CLEAN UP, CDBG CONSULTANT, BEACH PRESERVATION, WEST END POND TOWN OF MARION 2 SPRING STREET MARION MA 02738 6580 TAX RELIEF FOR MARION RESIDENTS SOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INC 20 WILLIS STREET NEW BEDFORD MA 02740 111190035 501(C)3 15500 UPGRADE TRANSITION HOMES FOR VETERANS, GENERAL SUPPORT VETERAN ENTREPRENEURIAL TRAINING AND RESOURCE NETWORK INC 9 DANFORTH LANE NORTON MA 02766 463921901 501(C)3 14500 GENERAL SUPPORT VIETNAM VETERANS OF AMERICA 19 WILLIS STREET NEW BEDFORD MA 02745 043099476 5600 WOMEN'S MILITARY MEMORIAL FUND WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 043168304 22355 EDUCATIONAL PROGRAMMING 62 10 SCHOLARSHIPS 80 173925 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 TYPE OF GRANT. 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 SUMBISSION OF MID-TERM PROGRESS REPORTS, SITE VISITS AND EVALUATIONS WHICH VARY ACCORDING TO THE TYPE OF GRANT. RICHARD LAFRANCE BOARD MEMBER 21894 PAYMENT TO LAFRANCE HOSPITALITY COMPANY, OWNED BY RICHARD LAFRANCE, FOR CATERING THE FOUNDATION'S ANNUAL EVNET 0 X 6 4583 QUOTED STOCK PRICE X VARIOUS PROGRAM SUPPLIES 10 25019 QUOTED PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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 A 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 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 18 THESE DOCUMENTS ARE AVAILABLE ON THE FOUNDATION'S WEB SITE, ON GUIDESTAR AND UPON REQUEST AT THE FOUNDATION'S OFFICES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE ON REQUEST AT THE FOUNDATION'S OFFICES. FORM 990, PART XI, LINE 9: CONTRIBUTIONS RECEIVED & GRANTS DISBURSED BY AGENCY ENDOWMENTS -60,648.