SOUTHCOAST COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCOAST COMMUNITY FOUNDATION INC (EIN 04-3280353)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-08
- IRS object ID
- 201222219349300517
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-08T09:27:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042917204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043280353 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SOUTHEASTERN | BusinessNameLine1 |
| Business Name Line2 | MASSACHUSETTS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 5089968253 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 UNION STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG DUTRA | Name |
| Title | PRESIDENT | Title |
| Phone | 5089968253 | Phone |
| Date Signed | 2012-07-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B DIONNE | Name |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | Phone |
| Date Prepared | 2012-07-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CRAIG DUTRA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 UNION STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12058928 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFSEMA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7135758 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3281620 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 75612 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 85576 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1530702 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1192026 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2528 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2324 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8744600 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4561546 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1861314 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2543799 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 348318 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 335265 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 398890 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 956758 | OtherExpensePriorYear |
| Other Expenses Current Year | 1075698 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3166390 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3954762 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5578210 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 606784 | RevenuesLessExpensesCY |
| Total Assets BOY | 24799309 | TotalAssetsBOY |
| Total Assets EOY | 23511643 | TotalAssetsEOY |
| Total Liabilities BOY | 1022633 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1690131 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23776676 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21821512 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3187802 | Expense |
| Grants | 2543799 | Grants |
| Revenue | 85576 | Revenue |
| Description | GRANT MAKING FOR COMMUNITY NEEDS. | Description |
| Total Program Service Expense | 3187802 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG DUTRA PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5089968253 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 UNION STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MS MARGHERITA BALDWIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR PETER C BOGLE ESQ | ||||||
| CHAIR | 5.00 | X | 0 | 0 | 0 | X |
| MS LINDA BODENMANN | ||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | X |
| MR SETH GARFIELD | ||||||
| DIRECTOR | 2.00 | 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 | 0 | 0 | 0 | X |
| REV ROBERT LAWRENCE | ||||||
| FORMER DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR THOMAS LYONS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| MS PRISCILLA DITCHFIELD | ||||||
| FORMER DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MS MARY LOUISE NUNES CPA | ||||||
| TREASURER | 10.00 | X | 0 | 0 | 0 | X |
| MR PAUL DOWNEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR RICHARD LAFRANCE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ATTORNEY JUNE SMITH | ||||||
| CLERK | 2.00 | X | 0 | 0 | 0 | X |
| SR KATHLEEN HARRINGTON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ALBERT E LEES III | ||||||
| FORMER DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT WARD ESQ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MS DEBORAH A MCLAUGHLIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MS HANNAH MOORE | ||||||
| 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 | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| CAROLE FIOLA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR GERRY KAVANAUGH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MS JOAN MENARD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR LEONDARD SULLIVAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MR CRAIG DUTRA | ||||||
| PRESIDENT | 40.00 | 113280 | 0 | 9719 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 113280 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9719 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 8870 | MembershipDues |
| Fundraising Events | 97692 | FundraisingEvents |
| All Other Contributions | 3175058 | AllOtherContributions |
| Noncash Contributions | 51459 | NoncashContributions |
| Total Contributions | 3281620 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| WORKSHOP FEES | 900099 | 79120 | 79120 |
| ADMINISTRATIVE FEES | 541610 | 6456 | 6456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 85576 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 491897 | TotalRevenueColumn |
| Exclusion | $491,897 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8174269 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7474140 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 700129 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 700129 | TotalRevenueColumn |
| Exclusion | $700,129 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 25566 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 97692 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23242 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2324 | TotalRevenueColumn |
| Exclusion | $2,324 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4561546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 85576 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,194,350 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2543799 | Total |
| Program Services | 2543799 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122999 | Total |
| Program Services | 55350 | ProgramServices |
| Management And General | 36899 | ManagementAndGeneral |
| Fundraising | 30750 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173416 | Total |
| Program Services | 78754 | ProgramServices |
| Management And General | 22925 | ManagementAndGeneral |
| Fundraising | 71737 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7597 | Total |
| Program Services | 3452 | ProgramServices |
| Management And General | 933 | ManagementAndGeneral |
| Fundraising | 3212 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7073 | Total |
| Program Services | 3210 | ProgramServices |
| Management And General | 993 | ManagementAndGeneral |
| Fundraising | 2870 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24180 | Total |
| Program Services | 10941 | ProgramServices |
| Management And General | 4800 | ManagementAndGeneral |
| Fundraising | 8439 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2721 | Total |
| Management And General | 2721 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19700 | Total |
| Management And General | 19700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109700 | Total |
| Program Services | 109700 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390031 | Total |
| Program Services | 149603 | ProgramServices |
| Management And General | 165179 | ManagementAndGeneral |
| Fundraising | 75249 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24966 | Total |
| Program Services | 10254 | ProgramServices |
| Management And General | 8433 | ManagementAndGeneral |
| Fundraising | 6279 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79763 | Total |
| Program Services | 27257 | ProgramServices |
| Management And General | 37103 | ManagementAndGeneral |
| Fundraising | 15403 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25740 | Total |
| Program Services | 10551 | ProgramServices |
| Management And General | 8728 | ManagementAndGeneral |
| Fundraising | 6461 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37235 | Total |
| Program Services | 15292 | ProgramServices |
| Management And General | 12578 | ManagementAndGeneral |
| Fundraising | 9365 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20321 | Total |
| Management And General | 20321 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49669 | Total |
| Program Services | 20399 | ProgramServices |
| Management And General | 16778 | ManagementAndGeneral |
| Fundraising | 12492 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11682 | Total |
| Program Services | 4798 | ProgramServices |
| Management And General | 3946 | ManagementAndGeneral |
| Fundraising | 2938 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6033 | Total |
| Management And General | 6033 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| EVENTS EXPENSES | 255666 | 102266 | 153400 |
| PROGRAM EXPENSES | 30621 | 30621 | |
| PUBLICATIONS | 11555 | 11555 | |
| DEVELOPMENT | 295 | 295 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3954762 | Total |
| Program Services | 3187802 | ProgramServices |
| Management And General | 368070 | ManagementAndGeneral |
| Fundraising | 398890 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534060 | BOY |
| EOY | 513309 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078482 | BOY |
| EOY | 1005728 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425053 | BOY |
| EOY | 43881 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8389 | BOY |
| EOY | 8572 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 127241 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 106899 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26828 | BOY |
| EOY | 20342 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22726497 | BOY |
| EOY | 21919811 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24799309 | BOY |
| EOY | 23511643 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91322 | BOY |
| EOY | 90056 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375 | BOY |
| EOY | 484092 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930936 | BOY |
| EOY | 1115983 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022633 | BOY |
| EOY | 1690131 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21080034 | BOY |
| EOY | 19706790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1960395 | BOY |
| EOY | 1372248 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736247 | BOY |
| EOY | 742474 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23776676 | BOY |
| EOY | 21821512 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24799309 | BOY |
| EOY | 23511643 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 606784 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2561948 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4152474 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2787329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3032572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2906902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3283944 | CurrentTaxYear |
| Total | 16163221 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4152474 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2787329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3032572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2906902 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3283944 | CurrentTaxYear |
| Total | 16163221 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2164883 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13998338 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 480320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 412820 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 469898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 491897 | CurrentTaxYear |
| Total | 2253799 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18417020 | TotalSupport |
| Gross Receipts From Admissions Etc | 305807 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 34 | NumberDAFsHeld |
| Donor Advised Contributions | 436044 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 539764 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2858998 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20046013 | BeginningOfYearBalance |
| Contributions | 835615 | Contributions |
| Investment Earnings Or Losses | -1021692 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1157887 | GrantsOrScholarships |
| Other Expenditures | -568242 | OtherExpenditures |
| Administrative Expenses | 334484 | AdministrativeExpenses |
| End Of Year Balance | 18935807 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14856980 | BeginningOfYearBalance |
| Contributions | 3642866 | Contributions |
| Investment Earnings Or Losses | 2260823 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 636490 | GrantsOrScholarships |
| Administrative Expenses | 78166 | AdministrativeExpenses |
| End Of Year Balance | 20046013 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12145062 | BeginningOfYearBalance |
| Contributions | 810300 | Contributions |
| Investment Earnings Or Losses | 2812712 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 453729 | GrantsOrScholarships |
| Other Expenditures | 305173 | OtherExpenditures |
| Administrative Expenses | 152192 | AdministrativeExpenses |
| End Of Year Balance | 14856980 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16462436 | BeginningOfYearBalance |
| Contributions | 637115 | Contributions |
| Investment Earnings Or Losses | -4096650 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 632277 | GrantsOrScholarships |
| Other Expenditures | 32267 | OtherExpenditures |
| Administrative Expenses | 193295 | AdministrativeExpenses |
| End Of Year Balance | 12145062 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91890 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03920 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04190 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14786 | OtherCostOrOtherBasis |
| Depreciation | 11728 | Depreciation |
| Book Value | 3058 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54123 | OtherCostOrOtherBasis |
| Depreciation | 51928 | Depreciation |
| Book Value | 2195 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58332 | OtherCostOrOtherBasis |
| Depreciation | 43243 | Depreciation |
| Book Value | 15089 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20342 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FISCAL SPONSORSHIP FUNDS | $69,877 |
| AGENCY ENDOWMENT FUNDS | $1,027,629 |
| ANNUITIES PAYABLE | $18,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1115983 | TotalOfAmounts |
| Total Revenue | 4561546 | TotalRevenue |
| Total Expenses | 3954762 | TotalExpenses |
| Excess Or Deficit For Year | 606784 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2301638 | NetUnrealizedGLOnInvestments |
| Other | -$260,310 | OtherAmount |
| Total Adjustments | -2561948 | TotalAdjustments |
| Excess Or Deficit Per FS | -1955164 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1885208 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2301638 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2301638 | RevenueNotRptdF990 |
| Revenue Subtotal | 4186846 | RevenueSubtotal |
| Investment Expenses Not Included | 109700 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 265000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 374700 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4561546 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3840372 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3840372 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 109700 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4690 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 114390 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3954762 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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 8 - OTHER ADJUSTMENTS: | CONTRIBUTIONS RECEIVED & GRANTS DISBURSED BY AGENCY ENDOWMENTS -260,310. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS RECEIVED BY AGENCY ENDOWMENTS | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANT DISBURSEMENTS BY AGENCY ENDOWMENTS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ROAD RACE | NameOfEvent1 |
| Gross Receipts Event1 | 42344 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 42344 | CharitableContributionsEvent1 |
| Name Of Event2 | DINNER EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 80914 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 55348 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 25566 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 21792 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1450 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 123258 | GrossReceiptsTotal |
| Charitable Contributions Total | 97692 | CharitableContributionsTotal |
| Gross Revenue Total Events | 25566 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 21792 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1450 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23242 | DirectExpenseSummaryEvents |
| Net Income Summary | 2324 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (56 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| NEW BEDFORD WHALING MUSEUM | |||||||
| 18 JOHHNY CAKE HILL | NEW BEDFORD | MA | 02740 | 042104805 | 501(C)3 | 147500 | CHALLENGE GRANT, APPRENTICESHIP PROGRAM, AND GENERAL OPERATING EXPENSES. |
| CATHOLIC SOCIAL SERVICES | |||||||
| 1600 BAY STREET | FALL RIVER | MA | 02724 | 042106394 | 501(C)3 | 34500 | FUTURE EDUCATION, ADULT LEARNING, EARLY LITERACY, AND GENERAL OPERATING SUPPORT. |
| JUNIOR ACHIEVEMENT OF SOUTHEASTERN MA | |||||||
| 106 SPRING STREET | NEW BEDFORD | MA | 02740 | 043193575 | 501(C)3 | 5000 | GENERAL OPERATING SUPPORT. |
| BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC | |||||||
| 166 JENNEY STREET | NEW BEDFORD | MA | 02740 | 042104752 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT. |
| ALMA DEL MAR PUBLIC CHARTER SCHOOLS | |||||||
| 1114 FRONT STREET | NEW BEDFORD | MA | 02740 | 16000 | CAPITAL NEEDS, GENERAL OPERATING | ||
| CHILD & FAMILY SERVICES | |||||||
| 1061 PLEASENT STREET | NEW BEDFORD | MA | 02740 | 042104754 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT. |
| YWCA OF SOUTHEASTERN MA | |||||||
| 20 SOUTH SIXTH STREET | NEW BEDFORD | MA | 02740 | 042104747 | 501(C)3 | 31000 | DENNISON GIRLS EXLUSIVE PROGRAM AND PROGRAMING FOR GIRLS AND WOMEN. |
| ARTWORKS PARTNERS FOR THE ARTS AND COMMUNITY INC | |||||||
| 384 ACUSHNET AVENUE | NEW BEDFORD | MA | 02740 | 043221166 | 501(C)3 | 29500 | LEARNING STUDIO |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY INC | |||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | 222995201 | 501(C)3 | 20000 | SCHOLARSHIP ENDOWMENT FUND |
| COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MASS | |||||||
| 181 HILLMAN STREET BUILDING 9 | NEW BEDFORD | MA | 02740 | 043371170 | 501(C)3 | 53000 | WORKFORCE DEVELOPMENT, TRANSPRTATION, ESOL PROJECT. |
| COMMUNITY NURSE & HOSPICE CARE INC | |||||||
| 62 CENTRE STREET | FAIRHAVEN | MA | 02719 | 042104019 | 501(C)3 | 5000 | GENERAL OPERATING SUPPORT. |
| 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 | 99970 | GENERAL OPERATING SUPPORT. | |
| BRICK BY BRICK | |||||||
| 3 SOUTH 6TH STREET | NEW BEDFORD | MA | 02740 | 043528626 | 501(C)3 | 5000 | GIRLS RULE CREATIVE CAREERS PROGRAM |
| IMMIGRANTS' ASSISTANCE CENTER | |||||||
| 58 CRAPO STREET | NEW BEDFORD | MA | 02719 | 042530908 | 501(C)3 | 28000 | ESOL CLASSES WITH CITIZENSHIP PREPARATION. |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | 042971978 | 501(C)3 | 34668 | GENERAL OPERATING, LEADERSHIP DOCENT |
| UNITED INTERFAITH ACTION OF SOUTHEASTERN MA | |||||||
| 160 ROCK STREET | FALL RIVER | MA | 02720 | 311585685 | 501(C)3 | 36000 | IMMIGRANT TRAINING AND ORGANIZING PROJECT, GENERAL OPERATIONS, PLANNING CONSULTANT. |
| THE MARION INSTITUTE INC | |||||||
| 202 SPRING STREET | MARION | MA | 02738 | 043206583 | 501(C)3 | 154000 | GREEN JOBS, VAN, CONNECTING FOR CHANGE CONFERENCE |
| NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD | |||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | 043501206 | 501(C)3 | 8000 | GENERAL OPERATING SUPPORT. |
| NEW BEDFORD OCEANARIUM CORPORATION | |||||||
| PO BOX 1906 | NEW BEDFORD | MA | 02741 | 043205211 | 501(C)3 | 5000 | PROGRAM SUPPORT FOR YOUNG GIRLS AND WOMEN. |
| NEW BEDFORD PUBLIC SCHOOLS | |||||||
| 455 COUNTY STREET | NEW BEDFORD | MA | 02740 | 046001402 | 12500 | HOME VISITOR PROGRAM, EMERGING READERS | |
| NORTHSTAR LEARNING CENTER | |||||||
| 53 LINDEN STREET | NEW BEDFORD | MA | 02719 | 510200575 | 501(C)3 | 5000 | OPERATING EXPENSES. |
| BRISTOL COMMUNITY COLLEGE FOUNDATION | |||||||
| 777 ELSBREE STREET | FALL RIVER | MA | 02720 | 042707491 | 501(C)3 | 75000 | ESOL, WISE WOMEN, EDUCATION TO EMPLOYMENT, LIFE WORK |
| MASSACHUSETTS IMMIRGRANT & REFUGEE ADVOCACY COALITION INC | |||||||
| 105 CHAUNCY STREET SUITE 901 | BOSTON | MA | 02111 | 223115048 | 501(C)3 | 33000 | ENGLISH WORKS/NEW BEDFORD CAMPAIGN, AMERICORPS INTEGRATION PROGRAM |
| CITY OF NEW BEDFORD | |||||||
| 133 WILLIAM STREET | NEW BEDFORD | MA | 02740 | 5000 | ENERGY ASSISTANCE | ||
| PAACA | |||||||
| 360 COGGESHALL STREET | NEW BEDFORD | MA | 02740 | 042791362 | 501(C)3 | 5000 | INSIGHT YOUTH SERVICES |
| PACE INC | |||||||
| 166 WILLIAMS STREET | NEW BEDFORD | MA | 02740 | 042777810 | 501(C)3 | 16000 | FAMILY CENTER LITERACY PROGRAM |
| SMILES | |||||||
| PO BOX 1712 | NEW BEDFORD | MA | 02741 | 205177577 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT. |
| COASTLINE ELDERLY SERVICES | |||||||
| 1646 PURCHASE STREET | NEW BEDFORD | MA | 02740 | 042622121 | 501(C)3 | 5000 | PRIORITY MEALS PROGRAM |
| OUR SISTERS' SCHOOL INC | |||||||
| 145 BROWNELL AVENUE | NEW BEDFORD | MA | 02740 | 260367118 | 501(C)3 | 41000 | GENERAL OPERATING SUPPORT. |
| COMMONWEALTH WORKFORCE | |||||||
| ONE CENTER PLAZA | BOSTON | MA | 02108 | 501(C)3 | 10000 | PROFESSIONAL DEVELOPMENT FOR GNB SERVICE PROVIDERS | |
| REACH OUT AND READ | |||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | 043481253 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT. |
| COMMUNITY ROWING | |||||||
| HARRY PARKER BOATHOUSE | BRIGHTON | MA | 02135 | 042863756 | 501(C)3 | 5000 | NEW BEDFORD GIRLS ROWING PROGRAM |
| UMASS DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02747 | 237336988 | 501(C)3 | 149000 | FACULTY INVENTIONS, OCEAN EXPLORIUM, STUDENT TO STUDENT TUTORING, CAPITAL CAMPAIGN |
| FALL RIVER PUBLIC SCHOOLS | |||||||
| 417 ROCK STREET | FALL RIVER | MA | 02720 | 18962 | COMPUTERS FOR THE MORTON MIDDLE SCHOOL | ||
| UNITED WAY OF GREATER NEW BEDFORD | |||||||
| 105 WILLIAM STREET | NEW BEDFORD | MA | 02740 | 042104264 | 501(C)3 | 97000 | COMMUNITY BUILDING, GENERAL OPERTING SUMMER JOBS FUND. |
| YMCA SOUTHCOAST | |||||||
| 25 SOUTH WATER STREET | NEW BEDFORD | MA | 02740 | 042104749 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT AND "SHARE THE HARVEST. |
| ZEITERION THEATRE INC | |||||||
| 684 PURCHASE STRET | NEW BEDFORD | MA | 02740 | 042845276 | 501(C)3 | 15000 | EDUCATIONAL PROGRAMMING FOR YOUNG WOMEN. |
| GIFTS TO GIVE INC | |||||||
| 190 OLD DERBY STREET NO 100 | HINGHAM | MA | 02043 | 262475885 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT |
| FRIENDS ACADEMY | |||||||
| 1088 TUCKER ROAD | N DARTMOUTH | MA | 02747 | 042104242 | 501(C)3 | 20000 | GENERAL OPERATING |
| CITY OF NEW BEDFORD - SEA LAB | |||||||
| 17240 | 39 LEWIS TEMPLE SEA LAB SCHOLARSHIPS | ||||||
| GIRL SCOUT COUNCIL | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042276936 | 501(C)3 | 5000 | FAB FACTOR PROGRAM FOR AT RISK GIRLS |
| GREATER NEW BEDFORD REGIONAL VOCATIONAL SCHOOL | |||||||
| 1125 ASHLEY BOULEVARD | NEW BEDFORD | MA | 02746 | 042516154 | 5000 | ESL PROGRAM | |
| HOLY FAMILY HOLY NAME SCHOOL | |||||||
| 91 SUMMER STREET | NEW BEDFORD | MA | 02740 | 5000 | INTEGRATON OF LITERACY AND MATH PROGRAMS | ||
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| ALLENS POND WILDLIFE SANCTUARY | WESTPORT | MA | 02790 | 042104702 | 501(C)3 | 16907 | CONSERVATION CREW |
| NEW BEDFORD ART MUSEUM | |||||||
| 608 PLEASANT STREET | NEW BEDFORD | MA | 02740 | 043274100 | 501(C)3 | 5000 | EDUCATION PROGRAM |
| NEW BEDFORD HISTORICAL SOCIETY | |||||||
| NATHAN AND POLLY JOHNSON HOUSE | NEW BEDFORD | MA | 02746 | 043348881 | 501(C)3 | 10000 | RENOVATION OF NATHAN AND MARY JOHN HOUSE |
| NEW BEDFORD PORT SOCIETY | |||||||
| 15 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | 042239744 | 501(C)3 | 20000 | GENERAL OPERATING |
| OLD DARTMOUTH HISTORICAL SOCIETY | |||||||
| 18 JOHHNY CAKE HILL | NEW BEDFORD | MA | 02740 | 042104805 | 501(C)3 | 12000 | GENERAL OPERATING |
| PEOPLE INC | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042447216 | 501(C)3 | 25000 | SMILES MENTORING PROGRAM AT THE PACHECO SCHOOL |
| CEREBRAL PALSY COUNCIL OF GREATER NEW BEDFORD INC | |||||||
| ONE POSA PLACE | N DARTMOUTH | MA | 02747 | 042296947 | 501(C)3 | 5000 | GENERAL OPERATING |
| UMASS DARTMOUTH | |||||||
| CAREER RESOURCE CENTER | N DARTMOUTH | MA | 02747 | 043167352 | 5000 | LGBT YOUTH SYMPOSIUM | |
| ALICE PECK DAY LIFECARE CENTER | |||||||
| 125 MASCOMA STREET | LEBANON | NH | 03766 | 020479094 | 501(C)3 | 50000 | GENERAL OPERATING |
| THE UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | 030277908 | 501(C)3 | 30000 | CHILDREN'S GARDEN FUND |
| WESTPORT MIDDLE SCHOOL | |||||||
| 400 OLD COUNTRY ROAD | WESTPORT | MA | 02790 | 8271 | TEACHER STIPENDS GFRDC GRANT | ||
| WHALE | |||||||
| 128 UNION STREET | NEW BEDFORD | MA | 02740 | 048130520 | 501(C)3 | 10000 | GENERAL OPERATING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 46 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 10 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35328 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED STOCK PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS PROGRAM SUPPLIES | Description |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16369 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 2011. | |
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,301,638. CONTRIBUTIONS RECEIVED & GRANTS DISBURSED BY AGENCY ENDOWMENTS -260,310. TOTAL TO FORM 990, PART XI, LINE 5: -2,561,948. | CHANGES IN NET ASSETS OR FUND BALANCES: |