2016-09-21T08:49:56-05:00 2015-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2015-01-01 043280353 COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INC COMM 5089968253 30 CORNELL STREET NEW BEDFORD MA 02740 SETH GARFIELD BOARD CHAIR 5089968253 2016-09-16 1 RICHARD B DIONNE P00142882 9784522500 2016-09-16 2015 2017-02-10 21:41:12Z JOHN VASCONCELLOS 30 CORNELL STREET NEW BEDFORD MA 02740 10084361 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. 25 25 23 0 0 0 5239936 4229824 124657 68102 1531247 1421203 13593 45856 6909433 5764985 3334832 2902568 0 0 723821 825313 0 0 460787 1348824 1188853 5407477 4916734 1501956 848251 32741794 31509860 1812645 1720091 30929149 29789769 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 3981164 2902568 68102 GRANT MAKING FOR COMMUNITY NEEDS. 3981164 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 24 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X PAMELA EVANS DIRECTOR OF FINANCE 5089968253 30 CORNELL STREET NEW BEDFORD MA 02740 PETER C BOGLE ESQ DIRECTOR 2.00 X 0 0 0 LINDA BODENMANN DIRECTOR 2.00 X 0 0 0 SETH GARFIELD CHAIR 2.00 X X 0 0 0 PETER BULLARD ESQ DIRECTOR 2.00 X 0 0 0 CARL J CRUZ DIRECTOR 2.00 X 0 0 0 ELIZABETH ISHERWOOD ASSISTANT TREASURER 2.00 X X 0 0 0 THOMAS LYONS DIRECTOR 2.00 X 0 0 0 MARY LOUISE NUNES CPA TREASURER 10.00 X X 0 0 0 PAUL DOWNEY DIRECTOR 2.00 X 0 0 0 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 DEBORAH A MCLAUGHLIN FORMER DIRECTOR 2.00 X 0 0 0 GEORGE OLIVEIRA DIRECTOR 2.00 X 0 0 0 JAMES S HUGHES FORMER DIRECTOR 2.00 X 0 0 0 EDWARD G SIEGAL CPA DIRECTOR AND FORMER CHAIR 2.00 X X 0 0 0 GERRY KAVANAUGH DIRECTOR 2.00 X 0 0 0 LEONARD SULLIVAN DIRECTOR 2.00 X 0 0 0 TERRANCE BOYLE DIRECTOR 2.00 X 0 0 0 MATTHEW DOWNEY DIRECTOR 2.00 X 0 0 0 DR 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 WILLIAM R ECCLES JR DIRECTOR 2.00 X 0 0 0 DANA R NORMAN CPA DIRECTOR 2.00 X 0 0 0 LISA STRATTAN DIRECTOR 2.00 X 0 0 0 VERA F VADEBONCOEUR DIRECTOR 2.00 X 0 0 0 DR PAUL G VIVINO FORMER DIRECTOR 2.00 X 0 0 0 CRAIG DUTRA PRESIDENT 40.00 X 114613 0 5814 114613 0 5814 1 0 0 0 0 2850 86577 4140397 55183 4229824 WORKSHOP FEES 900099 62006 62006 ADMINISTRATIVE FEES 541610 6096 6096 68102 962717 962717 4740036 4281550 458486 458486 458486 83682 86577 37826 45856 45856 5764985 68102 0 1467059 2642473 2642473 260095 260095 127272 31818 38181 57273 581737 417152 105641 58944 14302 8071 2764 3467 41108 20447 8880 11781 60894 29811 13316 17767 5127 5127 10750 10750 133830 133830 431072 238517 124911 67644 55003 22590 18580 13833 74273 20456 41290 12527 50609 16061 24713 9835 45749 18789 15454 11506 19249 19249 31117 12780 10511 7826 16491 16491 15822 6498 5345 3979 13580 13580 EVENTS EXPENSES 181923 181923 PROGRAM EXPENSES 101776 101776 PROMOTIONAL SUPPLIES 1330 1330 DEVELOPMENT 1152 1152 4916734 3981164 474783 460787 878005 429945 686123 638268 23341 10000 13588 13412 11746 567916 136053 411920 431863 30728993 29974450 32741794 31509860 57958 71858 339805 355017 332377 331091 1082505 962125 1812645 1720091 X 28302907 26286761 1784490 1634756 841752 1868252 30929149 29789769 32741794 31509860 X 848251 -2059772 72141 X 0 1 X 1 0 X 3283944 3807717 3483260 5239936 2184824 17999681 3283944 3807717 3483260 5239936 2184824 17999681 474817 17524864 491897 453232 913948 1121206 962717 3943000 21942681 553564 0.79870 0.78240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67 1489424 1602209 9533044 1 1 27371587 1466562 -604481 1595300 26638368 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 0.89000 0.07000 0.04000 0 0 88627 88627 265880 9374 256506 213409 126679 86730 431863 FISCAL SPONSORSHIP FUNDS 112406 AGENCY ENDOWMENT FUNDS 817396 ANNUITIES PAYABLE 32323 962125 X 3546383 -2059772 -2059772 5606155 133830 25000 158830 5764985 4685763 0 4685763 133830 97141 230971 4916734 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 47069 33426 13643 1437 DINNER EVENT 123190 53151 70039 33388 3001 170259 86577 83682 34825 3001 37826 45856 1 ALMA DEL MAR PUBLIC CHARTER SCHOOLS 26 MADEIRA AVENUE NEW BEDFORD MA 02740 452914995 501(C)3 80000 GENERAL OPERATING ARC OF NORTHERN BRISTOL COUNTY INC 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)3 9571 RELEASE OF DISTRIBUTION, GENERAL OPERATING BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC 166 JENNEY STREET NEW BEDFORD MA 02740 042104752 501(C)3 25512 GENERAL OPERATING, PROGRAM SUPPORT BRISTOL COMMUNITY COLLEGE FOUNDATION 777 ELSBREE STREET FALL RIVER MA 02720 042707491 501(C)3 124058 PROGRAM SUPPORT BUTTONWOOD PARK ZOOLOGICAL SOCIETY 425 HAWTHORN STREET NEW BEDFORD MA 02740 042661467 501(C)3 65200 GENERAL SUPPORT; OCEAN EXPLORIUM ACTIVITIES BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)3 15200 PROGRAM AND OPERATING SUPPORT CENTER FOR SUSTAINABLE FISHERIES 115 ORCHARD STREET NEW BEDFORD MA 02740 463733447 501(C)3 39127 TO CLOSE FUND - ORGANIZATION ACHIEVED 501(C)3 STATUS CHILD & FAMILY SERVICES 1061 PLEASENT STREET NEW BEDFORD MA 02740 042104754 501(C)3 10000 GENERAL OPERATING SUPPORT. CHILDREN'S ADVOCACY 58 ARCH ST FALL RIVER MA 02724 043135548 501(C)3 12750 EDUCATION AND OUTREACH PROGRAM; GENERAL SUPPORT; MENTAL HEALTH CAPACITY SMART PROGRAM CITY OF NEW BEDFORD DEPARTMENT OF COMMUNITY SERVICES 133 WILLIAM STREET NEW BEDFORD MA 02740 13125 COOL DAYS PROGRAM; SHINING LIGHTS ESOL PROGRAM CITY ON A HILL FOUNDATION 31 HEATH STREET BOSTON MA 02130 043217458 501(C)3 10000 GENERAL OPERATING SUPPORT COASTLINE ELDERLY SERVICES INC 1646 PURCHASE STREET NEW BEDFORD MA 02740 042622121 501(C)3 28000 FOR EMERGENCY MEALS FOR HOMEBOUND ELDERS; TO SUPPORT THE PURCHASE OF A "MEALS ON WHEELS" PROGRAM DELIVERY VEHICLE COMMUNITY BOATING CENTER INC 1641 PADANARAM AVE NEW BEDFORD MA 02740 043401842 501(C)3 13875 GENERAL OPERATING, SUMMER YOUTH SAILING; BOATS BY KIDS PROGRAM COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SE MASS 1285 ACUSHNET AVENUE NEW BEDFORD MA 02746 010543265 501(C)3 13000 PROGRAM SUPPORT DENNISON MEMORIAL COMMUNITY CENTER 755 FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)3 27200 GENERAL OPERATING SUPPORT; SUMMER FIELD TRIP EXPLORATION PROGRAM FOR SOUTHEND CHILDREN; ACADEMIC EXCELLENCE PROGRAM DIABETES ASSOCIATION 1040 EASTERN AVENUE FALL RIVER MA 02723 042665107 501(C)3 5610 ANNUAL DISTRIBUTION DIMAN BENGAL EDUCATION FOUNDATION 251 STONEHAVEN ROAD FALL RIVER MA 02723 462689635 501(C)3 10000 RENOVATIONS OF A PHYSICS LAB/CLASSROOM DREAM OUT LOUD 1 JONNY CAKE HILL NEW BEDFORD MA 02740 043528626 501(C)3 6250 OPERATING AND PROGRAM SUPPORT GIFTS TO GIVE INC 190 OLD DERBY STREET NO 100 HINGHAM MA 02043 262475885 501(C)3 10200 GENERAL OPERATING SUPPORT GLOBAL LEARNING CHARTER SCHOOL 190 ASHLEY BLVD NEW BEDFORD MA 02746 412205240 501(C)3 137500 GENERAL OPERATING SUPPORT, GRADE 9 SAILING PROGRAM GREATER NEW BEDFORD COMMUNITY HEALTH CENTER 874 PURCHASE STREET NEW BEDFORD MA 02740 042675800 501(C)3 10000 DESIGN AND DEVELOPMENT OF A MULTI-LINGUAL WEBSITE GREATER NEW BEDFORD REGIONAL VOCATIONAL TECHNICL HIGH SCHOOL 1125 ASHLEY BOULEVARD NEW BEDFORD MA 02745 042516154 501(C)3 5200 ESOL, SCHOLARSHIP FUND HOME FOR AGED PEOPLE 1168 HIGHLAND AVENUE FALL RIVER MA 02720 042104315 501(C)3 50000 PROGRAM SUPPORT IMMIGRANTS' ASSISTANCE CENTER 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)3 27500 EMERGENCY UTILITY ASSISTANCE, ESOL KENNEDY-DONOVAN CENTER 19 HAWTHORN STREET NEW BEDFORD MA 02740 042519028 501(C)3 10200 GENERAL SUPPORT LEGAL CENTER FOR NONPROFITS INC 412 COUNTY ST NEW BEDFORD MA 02740 460826984 501(C)3 9875 TO CLOSE FUND, ORGANIZATION RECEIVED 501C(3) STATUS LLOYD CENTER 430 POTOMSKA ROAD SOUTH DARTMOUTH MA 02748 043066693 501(C)3 62982 SCIENCE-BASED PROGRAMMING, GENERAL SUPPORT, CAPITAL CAMPAIGN, PROGRAM SUPPORT MONTSHIRE MUSEUM OF SCIENCE ONE MONTSHIRE ROAD NORWICH VT 05055 237376772 501(C)3 50000 WARM WELCOME ENDOWMENT FUND NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD 66 SPRING STREET NEW BEDFORD MA 02740 043501206 501(C)3 11700 GENERAL OPERATING SUPPORT. NEW BEDFORD ART MUSEUM 608 PLEASANT STREET NEW BEDFORD MA 02740 043274100 501(C)3 24000 PROGRAM SUPPORT NEW BEDFORD HISTORICAL SOCIETY PO BOX 40084 NEW BEDFORD MA 02744 043348881 501(C)3 10000 CONTINUED RESTORATION OF NATHAN AND POLLY JOHNSON HOUSE NEW BEDFORD PORT SOCIETY 15 JOHNNY CAKE HILL NEW BEDFORD MA 02740 042239744 501(C)3 60300 RESTORATION OF THE MARINER'S HOME AND SEAMEN'S BETHEL NEW BEDFORD PUBLIC SCHOOLSSEA LAB 145 BROWNELL AVENUE NEW BEDFORD MA 02744 046001402 49914 YOUNG PEOPLE'S CONCERT, PROGRAM SUPPORT, NEW BEDFORD ED FOUNDATION NORTHSTAR LEARNING CENTER 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)3 7500 PROGRAM AND OPERATING SUPPORT OLD DARTMOUTH HISTORICAL SOCIETY 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 042104805 501(C)3 570623 PROGRAM, OPERATING AND CAPITAL SUPPORT OUR LADY OF GUADALUP PARISH 22 FAIRMOUNT STREET NEW BEDFORD MA 02740 432057694 11000 ESOL PROGRAM OUR SISTERS' SCHOOL INC 145 BROWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)3 14323 GENERAL OPERATING SUPPORT, SCHOLARSHIPS PACE INC 166 WILLIAM STREET NEW BEDFORD MA 02740 042777810 501(C)3 16200 PROGRAM SUPPORT PEOPLE INC 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)3 30000 SMILES MENTORING PROGRAM PIONEER INSTITUTE FOR PUBLIC POLICY RESEARCH 85 DEVONSHIRE STREET BOSTON MA 02109 222632081 501(C)3 6000 OPERATING SUPPORT REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)3 12500 GENERAL OPERATING SUPPORT. SCHWARTZ CENTER FOR CHILDREN ONE POSA PLAZA NORTH DARTMOUTH MA 02747 042296947 501(C)3 6367 OPERATING AND PROGRAM SUPPORT SEA RESEARCH FOUNDATION 55 COOGAN BOULEVARD MYSTIC CT 06355 061480300 501(C)3 10000 PROGRAM SUPPORT SOUTHCOAST CONNECTED INC 122 CLINTON STREET NEW BEDFORD MA 02740 205235825 501(C)3 10000 GENERAL SUPPORT SOUTHCOAST HEALTH SYSTEMS INC 101 PAGE STREET NEW BEDFORD MA 02740 042794625 501(C)3 26000 PROGRAM SUPPORT TEACH FOR AMERICA 315 WEST 36TH STREET 7TH FLOOR NEW YORK NY 10018 133541913 501(C)3 12500 WORK IN THE GREATER NEW BEDFORD AREA THE MARION INSTITUTE INC 202 SPRING STREET MARION MA 02738 043206583 501(C)3 5200 GENERAL AND PROGRAM SUPPORT TOWN OF MARION 2 SPRING STREET MARION MA 02738 6833 TAX RELIEF FOR MARION RESIDENTS TRI-COUNTY MUSIC ASSOCIATION PO BOX 414 ROCHESTER MA 237297617 237297617 501(C)3 75000 FOR REFUND OF ENDOWMENT TRIPS FOR KIDS NEW BEDFORD 224 BROCK AVE NEW BEDFORD MA 02744 562438443 501(C)3 5250 GENERAL SUPPORT, PROGRAM SUPPORT UMASS DARTMOUTH 285 OLD WESTPORT ROAD NORTH DARTMOUTH MA 02747 043167352 117500 PROGRAM SUPPORT UNITED INTERFAITH ACTION OF SE MASSACHUSETTS 160 ROCK STREET FALL RIVER MA 02720 311582685 501(C)3 7500 PROJECT SUPPORT UNITED WAY OF GREATER NEW BEDFORD 105 WILLIAM STREET NEW BEDFORD MA 02740 042104264 501(C)3 236200 SUMMER FUND, OPERATING SUPPORT, HUNGER COMMISSION UPPER VALLEY HAVEN 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 030277908 501(C)3 50000 PROGRAM SUPPORT WESTPORT COMMUNITY SCHOOLS 17 MAIN ROAD WESTPORT MA 02790 043168304 37325 EDUCATIONAL PROGRAMMING WHALE 128 UNION STREET NEW BEDFORD MA 02740 048103520 501(C)3 20000 CAPITAL FUNDS YMCA SOUTHCOAST 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)3 28544 GENERAL OPERATING SUPPORT, PROGRAM SUPPORT YWCA OF SOUTHEASTERN MA 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)3 24000 PROGRAM SUPPORT AND CAPITAL CAMPAIGN ZEITERION THEATRE INC 684 PURCHASE STREET NEW BEDFORD MA 02740 042845276 501(C)3 34318 GENERAL SUPPORT 53 6 SCHOLARSHIPS 107 241045 WOMENS FUND SAVINGS INCENTIVE PROGRAM GRANTS 33 18630 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. PART III, COLUMN B WOMENS FUND SAVINGS INCENTIVE PROGRAM GRANT RECIPIENTS MUST MEET SPECIFIC PROGRAM REQUIREMENTS BEFORE FUNDS ARE DEPOSITED INTO A CHECKING ACCOUNT FOR THEIR USE. RICHARD LAFRANCE BOARD MEMBER 26730 PAYMENT TO LAFRANCE HOSPITALITY COMPANY, OWNED BY RICHARD LAFRANCE, FOR CATERING THE FOUNDATION'S ANNUAL EVNET 0 X 4 54078 QUOTED STOCK PRICE X VARIOUS PROGRAM SUPPLIES 2 1105 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 72,141.