2013-08-01T12:31:12-05:00 2012-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2012-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 63 UNION STREET NEW BEDFORD MA 02740 CRAIG DUTRA 5089968253 2013-06-25 1 RICHARD B DIONNE P00142882 9784522500 2013-06-25 2012 2016-02-24 21:20:13Z CRAIG DUTRA 63 UNION STREET NEW BEDFORD MA 02740 9931094 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 8 350 0 0 3281620 3807717 85576 126578 1192026 1120870 2324 3507 4561546 5058672 2543799 1967276 0 0 335265 397926 0 0 423677 1075698 1022966 3954762 3388168 606784 1670504 23511643 27429151 1690131 1918150 21821512 25511001 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 2634824 1967276 126578 GRANT MAKING FOR COMMUNITY NEEDS. 2634824 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 0 1 0 0 0 0 0 0 0 0 1 89 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 1 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 63 UNION STREET NEW BEDFORD MA 02740 MS MARGHERITA BALDWIN 2.00 X 0 0 0 MR PETER C BOGLE ESQ 5.00 X X 0 0 0 MS LINDA BODENMANN 5.00 X X 0 0 0 MR SETH GARFIELD 2.00 X 0 0 0 MR PETER BULLARD ESQ 2.00 X 0 0 0 MR CARL J CRUZ 2.00 X 0 0 0 MS ELIZABETH ISHERWOOD 2.00 X X 0 0 0 MR THOMAS LYONS 2.00 X 0 0 0 MS MARY LOUISE NUNES CPA 10.00 X X 0 0 0 MR PAUL DOWNEY 2.00 X 0 0 0 MR RICHARD LAFRANCE 2.00 X 0 0 0 ATTORNEY JUNE SMITH 2.00 X X 0 0 0 SR KATHLEEN HARRINGTON 2.00 X 0 0 0 ROBERT WARD ESQ 2.00 X 0 0 0 MS DEBORAH A MCLAUGHLIN 2.00 X 0 0 0 MR GEORGE OLIVEIRA 2.00 X 0 0 0 MR JAMES S HUGHES 2.00 X 0 0 0 MR EDWARD G SIEGAL CPA 2.00 X X 0 0 0 CAROLE FIOLA 2.00 X 0 0 0 MR GERRY KAVANAUGH 2.00 X 0 0 0 MS JOAN MENARD 2.00 X 0 0 0 MR LEONARD SULLIVAN 2.00 X 0 0 0 MR ERIC STRAND 2.00 X 0 0 0 DR PAUL VIVINO 2.00 X 0 0 0 MR TERRANCE BOYLE 2.00 X 0 0 0 MS HANNAH MOORE 2.00 X 0 0 0 MR CRAIG DUTRA 40.00 X 109637 0 16744 109637 0 16744 1 0 0 0 0 7000 116455 3684262 770278 3807717 WORKSHOP FEES 900099 109547 109547 ADMINISTRATIVE FEES 541610 17031 17031 126578 453232 453232 5504998 4837360 667638 667638 667638 38569 116455 35062 3507 3507 5058672 126578 0 1124377 1967276 1967276 126381 56871 37914 31596 218542 96702 27716 94124 9050 4000 1035 4015 15887 7052 2535 6300 28066 12492 5251 10323 3495 3495 10000 10000 105879 105879 330870 133658 130366 66846 32300 13266 10911 8123 53079 18167 24708 10204 22106 7971 9254 4881 54221 22268 18317 13636 31862 31862 23511 9656 7942 5913 11465 4709 3873 2883 4488 4488 EVENTS EXPENSES 270256 108102 162154 PROGRAM EXPENSES 66606 66606 DEVELOPMENT 2679 2679 PUBLICATIONS 149 149 3388168 2634824 329667 423677 513309 541923 1005728 833405 43881 137672 8572 6147 130875 118364 20342 12511 21919811 25897493 23511643 27429151 90056 62840 484092 318193 1115983 1537117 1690131 1918150 X 19706790 23125591 1372248 1633145 742474 752265 21821512 25511001 23511643 27429151 X 1670504 2329478 -310493 X 0 1 X 1 0 X 2787329 3032572 2906902 3283944 3807717 15818464 2787329 3032572 2906902 3283944 3807717 15818464 3014095 12804369 480320 412820 469898 491897 453232 2308167 18126631 409348 0.70640 0.76010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 538803 744887 2984578 1 1 18935807 1211754 3207560 707822 274388 22372911 20046013 835615 -1021692 1157887 -568242 334484 18935807 14856980 3642866 2260823 636490 78166 20046013 12145062 810300 2812712 453729 305173 152192 14856980 16462436 637115 -4096650 632277 32267 193295 12145062 0.92370 0.03360 0.04270 0 0 130875 118364 12511 12511 FISCAL SPONSORSHIP FUNDS 156649 AGENCY ENDOWMENT FUNDS 1363316 ANNUITIES PAYABLE 17152 1537117 X 6926215 2329478 2329478 4596737 105879 356056 461935 5058672 3236726 0 3236726 105879 45563 151442 3388168 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE COMMUNITY 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, "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 59339 59339 DINNER EVENT 95685 57116 38569 32363 2699 155024 116455 38569 32363 2699 35062 3507 1 NEW BEDFORD WHALING MUSEUM 18 JOHHNY CAKE HILL NEW BEDFORD MA 02740 042104805 501(C)3 143915 GENERAL OPERATING, EDUCATION PROGRAM, DEBT REDUCTION BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC 166 JENNEY STREET NEW BEDFORD MA 02740 042104752 501(C)3 27469 GENERAL OPERATING, FINANCIAL AID ALMA DEL MAR PUBLIC CHARTER SCHOOLS 1114 FRONT STREET NEW BEDFORD MA 02740 452914995 50625 GENERAL OPERATING CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)3 10000 GENERAL OPERATING SUPPORT. BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY INC 41 BERKELEY STREET BOSTON MA 02116 222995201 501(C)3 15000 OPERATING EXPENSES COMMUNITY NURSE & HOSPICE CARE INC 62 CENTRE STREET FAIRHAVEN MA 02719 042104019 501(C)3 15000 GENERAL OPERATING, LEADERSHIP DOCENT PROGRAM DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)3 22500 GENERAL OPERATING SUPPORT. GLOBAL LEARNING CHARTER SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 412205240 112960 GENERAL OPERATING SUPPORT, CELTICS OUTING THE MARION INSTITUTE INC 202 SPRING STREET MARION MA 02738 043206583 501(C)3 27500 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 10500 GENERAL OPERATING SUPPORT. NEW BEDFORD OCEANARIUM CORPORATION PO BOX 1906 NEW BEDFORD MA 02741 043205211 501(C)3 62898 PROGRAM SUPPORT FOR YOUNG GIRLS AND WOMEN, GENERAL OPERATING BRISTOL COMMUNITY COLLEGE FOUNDATION 777 ELSBREE STREET FALL RIVER MA 02720 042707491 501(C)3 30423 WISE WOMEN PROGRAM, BOOKS FOR STUDENTS PACE INC 166 WILLIAMS STREET NEW BEDFORD MA 02740 042777810 501(C)3 7000 FISCAL AGEN FOR GRANT TO OLD BEDFORD VILLAGE DEVELOPMENT, INC SMILES PO BOX 1712 NEW BEDFORD MA 02741 205177577 501(C)3 50000 GENERAL OPERATING SUPPORT. OUR SISTERS' SCHOOL INC 145 BROWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)3 36615 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 237500 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 234250 SUMMER FUND, OPERATING SUPPORT YMCA SOUTHCOAST 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)3 18700 GENERAL OPERATING SUPPORT, SCHOLARSHIP ZEITERION THEATRE INC 684 PURCHASE STRET NEW BEDFORD MA 02740 042845276 501(C)3 26000 EDUCATIONAL PROGRAMMING FOR YOUNG WOMEN. GIFTS TO GIVE INC 190 OLD DERBY STREET NO 100 HINGHAM MA 02043 262475885 501(C)3 10780 GENERAL OPERATING SUPPORT CEREBRAL PALSY COUNCIL OF GREATER NEW BEDFORD INC ONE POSA PLACE N DARTMOUTH MA 02747 042296947 501(C)3 11052 GENERAL OPERATING ARC OF NORTHERN BRISTOL COUNTY INC 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)3 9719 RELEASE OF DISTRIBUTION, GENERAL OPERATING COMMUNITY BOATING CENTER INC 1641 PADANARAM AVE NEW BEDFORD MA 02740 043401842 501(C)3 6000 GENERAL OPERATING, SUMMER YOUTH SAILING DARTMOUTH HIGH SCHOOL 555 BAKERVILLE RD SOUTH DARTMOUTH MA 02748 046001127 5200 GERNAL OPERATING GREATER NEW BEDFORD WORKFORCE INVESTMENT BOARD INC 227 UNION ST S NEW BEDFORD MA 02740 043306335 501(C)3 12000 SUMMER YOUTH EMPLOYMENT, 2012 MAYOR'S SUMMER YOUTH ENRICHMENT PROGRAM MARILYN SNOW HOUSE 6912 E RANDOM POINT LN SPOKANE WA 99223 133201285 501(C)3 7000 GENERAL OPERATINGGENERAL OPERATING MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 237376772 501(C)3 35000 SHY STAFF DEVELOPMENT FUND NEW BEDFORD PUBLIC SCHOOLSSEA LAB 145 BROWNELL AVENUE NEW BEDFORD MA 02744 046001402 11480 SEA LAB PROGRAM, SCHOLARSHIPS SOUTH SHORE HOSPITAL INC 55 FOGG ROAD S WEYMOUTH MA 02190 042769210 501(C)3 25583 GENERAL OPERATING STAR KIDS SCHOLARSHIP PROGRAM PO BOX 6214 MIDDLETOWN RI 02842 043623364 501(C)3 5500 SCHOLARSHIPS TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 133541913 501(C)3 25000 DEVELOPMENT, MATCHING GRANT, SPONSOR A TEACHER PROGRAM TRIPS FOR KIDS NEW BEDFORD 224 BROCK AVE NEW BEDFORD MA 02744 562438443 501(C)3 6200 AFTER SCHOOL PROGRAMS, SUPPLIES TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 042105780 501(C)3 75000 2012 CORPS UPPER VALLEY COMMUNITY NURSING PROJECT OF THE ALICE PECK DAY HOSPITAL 10 ALICE PECK DAY DRIVE LEBANON NH 03766 020222791 501(C)3 50000 NURSING PROJECT WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 043168304 11240 SAT PREP CLASSES, MATERIAL FEES WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)3 5382 DISTRIBUTION, EXPENSES 32 5 SCHOLARSHIPS 7 61250 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. X 6 749474 QUOTED STOCK PRICE X VARIOUS PROGRAM SUPPLIES 10 20804 QUOTED PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 SEVEN BOARD MEMBERS ARE OFFICERS OR DIRECTORS OF LOCAL BANKING INSTITUTIONS WITH WHICH THE FOUNDATION HAS DEPOSITORY RELATIONSHIPS. NO FEES WERE PAID TO ANY OF THESE INSTITUTIONS DURING 2012. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CONTRIBUTIONS RECEIVED & GRANTS DISBURSED BY AGENCY ENDOWMENTS -310,493.