2012-05-14T08:25:28-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 700 PLEASANT STREET THIRD FLOOR NEW BEDFORD MA 027406254 990PF 2011-01-01 042670567 ISLAND FOUNDATION INC ISLA 5087482809 589 MILL STREET MARION MA 02738 PETER NESBEDA 5087482809 2012-04-26 1 JEFFREY L RAYMON P00039280 5084413300 2011 2016-02-24 21:20:13Z X 37202120 X 0 X 323 323 804148 804148 1515305 19410039 1515305 2319776 2319776 72850 3642 69208 30759 1607 30529 61515 2875 54627 1896 0 1896 16670 8335 8335 24944 24091 1728 52906 402 52504 8876 0 18379 953 18115 10680 0 10876 1369 0 1369 30393 1283 32184 331237 43188 281371 1607000 1800000 1938237 43188 2081371 381539 2276588 1 1 959220 936038 936038 39036064 36020330 36020330 302285 138049 173116 164236 245751 40168400 37120605 37202120 77671 38395 150000 77671 188395 X 40090729 36932210 40090729 36932210 40168400 37120605 40090729 381539 48400 40520668 3588458 36932210 302,932 SH DFA TWO YEAR GLOBAL 2011-05-03 2011-10-19 3098944 3086924 12020 12020 15008.2 SH DFA US LARGE CO 2011-04-12 2011-10-19 143324 130569 12755 12755 49628.29 SH FED GOVT ULTRA SHORT 2011-04-12 2011-10-11 492263 492971 -708 -708 483.75 SH CALVERT BOND PORTFOLIO 2006-05-03 2011-10-19 7619 7517 102 102 156055.81 SH DFA US LARGE CO 2011-04-12 2011-10-19 1490287 1226369 263918 263918 13630.52 SH DOMINI SOCIAL EQUITY INST 2011-04-12 2011-10-19 248707 262841 -14134 -14134 1056.99 SH PIMCO GLOBAL BOND FUND 2010-04-28 2011-10-19 10867 10042 825 825 23910.55 SH TIAA-CREF INSTL SOCIAL CH 2008-05-15 2011-10-19 226383 246947 -20564 -20564 1057.3 SH TURNER EMERGING GROWTH 2002-10-25 2011-10-19 51673 45743 5930 5930 69344.33 SH VANGUARD INFLATION PROT 2011-04-12 2011-10-19 1908306 1651620 256686 256686 26020.07 SH VANGUARD SHORT-TERM TREAS 2008-09-29 2011-10-19 281227 280674 553 553 43273.23 SH VANGUARD SHORT TERM FED 2004-04-27 2011-10-19 472061 456132 15929 15929 20146.02 SH FEDERATED GOVT ULTRA SHORT 2010-10-26 2011-03-30 200000 200070 -70 -70 120024.25 SH DFA FIVE YEAR GLOBAL 2010-10-26 2011-05-03 1328648 1355994 -27346 -27346 1738.54 SH DFA US MICRO CAP 2010-10-26 2011-05-03 25624 21934 3690 3690 50408.26 SH FEDERATED GOVT ULTRA SHORT 2010-10-26 2011-05-27 500000 500721 -721 -721 268.37 SH HARDING LOEVNER FRONTIER EMERG 2010-10-26 2011-05-03 2065 2105 -40 -40 291.38 SH TEMPLETON FRONTIER MKTS 2010-10-26 2011-05-03 4804 4596 208 208 567.81 SH CALVERT BOND PORTFOLIO 2006-05-03 2011-05-03 8926 8824 102 102 1145.23 SH DFA EMERGING MKTS VALUE 2003-05-13 2011-04-12 42148 19696 22452 22452 178089.94 SH DFA FIVE YEAR GLOBAL FIXED 2010-04-28 2011-05-03 1971426 2012000 -40574 -40574 32161.63 SH DFA INTL SMALL CAP VALUE 2008-05-14 2011-04-12 580789 552343 28446 28446 30552.16 SH DFA INTL SMALL CO PORT 2008-05-14 2011-04-12 544695 378606 166089 166089 22380.25 SH DFA LARGE CAP INTL 2005-05-18 2011-04-12 464564 438042 26522 26522 59008.03 SH DFA US LARGE CO 2008-05-14 2011-05-03 631926 513360 118566 118566 27698.2 SH DFA US LARGE CAP VALUE 2005-05-16 2011-05-03 616235 516433 99802 99802 41463.14 SH DFA US MICRO CAP 2008-05-14 2011-05-03 611119 523117 88002 88002 37985.68 SH DFA US SM CAP VALUE PORT 2007-01-19 2011-04-12 1032615 880248 152367 152367 12209.57 SH DODGE & COX INTL STOCK 2005-05-18 2011-04-12 450117 406669 43448 43448 605.88 SH MATTHEWS PACIFIC TIGER 2003-11-11 2011-05-03 14632 8808 5824 5824 3357.91 SH PIMCO GLOBAL BOND FUND 2010-04-28 2011-05-03 33881 31873 2008 2008 7353.12 SH TURNER EMERGING GROWTH 2008-05-14 2011-05-03 416701 313673 103028 103028 1077.37 SH VANGUARD INFLATION PROT 2003-11-10 2011-05-03 28585 25595 2990 2990 35918.28 SH WINSLOW GREEN GROWTH 2008-05-14 2011-05-03 556683 541352 15331 15331 19037.59 SH DFA TWO YEAR GLOBAL 2011-05-03 2011-08-29 194895 193996 899 899 362.6 SH CALVERT BOND PORTFOLIO 2006-05-03 2011-08-29 5740 5635 105 105 2058.01 SH PIMCO GLOBAL BOND FUND 2010-04-28 2011-08-29 21435 19544 1891 1891 14018.66 SH VANGUARD INFLATION PROT 2003-11-10 2011-08-29 386725 333555 53170 53170 17391.24 SH VANGUARD SHORT TERM TREAS 2008-09-29 2011-08-29 188645 187596 1049 1049 CAPITAL GAINS DIVIDENDS P 114755 114755 114755 1515305 0 1904201 36222741 0.052569 1878492 31930265 0.058831 2330307 38246283 0.060929 2297606 44042881 0.052167 1912764 42159382 0.045370 0.269866 0.053973 38616714 2084260 22766 2107026 2081371 45532 0 45532 0 45532 22000 22000 20 23552 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A PETER NESBEDA TREASURER 5087482809 589 MILL STREET MARION MA 02738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JO-ANN WATSON 589 MILL STREET MARION MA 02738 2.00 0 0 0 MICHAEL MOORE 589 MILL STREET MARION MA 02738 2.00 0 0 0 PETER NESBEDA 589 MILL STREET MARION MA 02738 5.00 0 0 0 KIM CLARK 589 MILL STREET MARION MA 02738 2.00 0 0 0 STEPHEN CLARK 589 MILL STREET MARION MA 02738 5.00 0 0 0 HANNAH MOORE 589 MILL STREET MARION MA 02738 5.00 0 0 0 CHRISTOPHER TUPPER 589 MILL STREET MARION MA 02738 2.00 0 0 0 DOUGLAS WATSON 589 MILL STREET MARION MA 02738 2.00 0 0 0 HELEN TUPPER 589 MILL STREET MARION MA 02738 2.00 0 0 0 KATHERINE CLARK 589 MILL STREET MARION MA 02738 2.00 0 0 0 OLIVER MOORE 589 MILL STREET MARION MA 02738 2.00 0 0 0 SAMUEL MOORE 589 MILL STREET MARION MA 02738 2.00 0 0 0 EMILY TUPPER 589 MILL STREET MARION MA 02738 2.00 0 0 0 WILLIAM CLARK 589 MILL STREET MARION MA 02738 2.00 0 0 0 DENISE PORCHE 589 MILL STREET MARION MA 02738 40.00 72850 32136 0 MICHAEL PUZO 589 MILL STREET MARION MA 02738 5.00 0 0 0 HANNAH NESBEDA 589 MILL STREET MARION MA 02738 2.00 0 0 0 CHRISTOPHER MOORE 589 MILL STREET MARION MA 02738 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATIONS PRIORITIES FALL WITHIN THREE MAJOR CATEGORIES ENVIRONMENT, COMMUNITY DEVELOPMENT IN NEW BEDFORD AND ALTERATIVE EDUCATION. 0 N/A 0 0 38684227 520559 0 39204786 0 0 39204786 588072 38616714 1930836 1930836 45532 45532 1885304 0 1885304 0 1885304 2081371 0 2081371 0 2081371 1885304 330066 0 0 2081371 330066 0 0 1751305 0 0 0 0 0 0 0 0 133999 0 0 0 DENISE PORCHE EXECUTIVE DIRECTOR 589 MILL STREET MARION MA 02738 5087482809 APPLYING IS A TWO-STEP PROCESS A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT,OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORGANIZATION, PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF ORGANIZATION AND STAFF AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORGANIZATION, RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORGANIZATION AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWSLETTERS, MEDIA COVERAGE AND OR BROCHURES. DUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTH THE FOUNDATION DOES NOT SUPPORT REQUEST FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR-PROFIT ORGANIZATIONS ALLEY CAT ALLIES 7920 NORFOLK AVENUE SUITE 600 BETHESDA MD 20814 NONE NON PROFIT GENERAL SUPPORT 1000 AMMONOOSUC CONSERVATION TRUST 80 OLD POST ROAD SUGAR HILL NH 03585 NONE NON PROFIT GENERAL SUPPORT 20000 ARTWORKS 384 ACUSHNET AVENUE NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 35000 ASSOCIATED SCIENTISTS OF WOODS HOLE PO BOX 721 WOODS HOLE MA 02543 NONE NON PROFIT RIGHT WHALE NEWS 2000 AUDUBON SOCIETY OF RHODE ISLAND 12 SANDERSON ROAD SMITHFIELD RI 02917 NONE NON PROFIT GENERAL SUPPORT 2500 BIGELOW LABORATORY FOR OCEAN SCIENCES PO BOX 475 W BOOTHBAY HARBOR ME 04575 NONE NON PROFIT GENERAL SUPPORT 5000 BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 NONE NON PROFIT GENERAL SUPPORT 5000 BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD 166 JENNEY ST NEW BEDFORD MA 02741 NONE NON PROFIT GENERAL SUPPORT 20000 BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD 166 JENNEY ST NEW BEDFORD MA 02740 NONE NON PROFIT WAREHAM BOYS AND GIRLS CLUB MLK DAY 500 BRICK BY BRICK FOUNDATION 3 SOUTH SIXTH ST 2ND FLR NEW BEDFORD MA 02740 NONE NON PROFIT CREATIVE CAREERS PROGRAM 7000 BUZZARDS BAY AREA HABITAT FOR HUMANITY 34 BARSTOW ST UNIT F PO BOX 1584 MATTAPOISET MA 02739 NONE NON PROFIT GENERAL SUPPORT 4500 CATHOLIC SOCIAL SERVICES PO BOX M/SO STATION FALL RIVER MA 02724 NONE NON PROFIT SUPPORT FOR CENTRO COMUNITARIO DE TRABAJADORES 5000 CLIMATE CENTRAL ONE PALMER SQUARE SUITE 330 PRINCETON NJ 08542 NONE NON PROFIT SUPPORT FOR COMPLETION AND PROMOTION OF A SEA LEVEL RISE RISK MAP 25000 COALITION AGAINST POVERTY 105 WILLIAMS ST 26 NEW BEDFORD MA 02720 NONE NON PROFIT GENERAL SUPPORT 10000 COALITION FOR BUZZARDS BAY 114 FRONT ST NEW BEDFORD MA 02740 NONE NON PROFIT NITROGEN POLLUTION REDUCTION EFFORTS 25000 COMMUNITY BOATING CENTER 1641 PADANARAM AVE NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 15000 COMMUNITY BOATING CENTER 1641 PADANARAM AVE NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 10000 COMMUNITY ECONOMIC DEVELOPMENT CENTER 181 HILLMAN ST BLDG 9 NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 20000 COMMUNITY ECONOMIC DEVELOPMENT CENTER 181 HILLMAN ST BLDG 9 NEW BEDFORD MA 02740 NONE NON PROFIT TAX PREPARATION ASSISTANCE FOR FISHING FAMILIES 5000 COMMUNITY ECONOMIC DEVELOPMENT CENTER PO BOX 6553 NEW BEDFORD MA 02742 NONE NON PROFIT WORKING WATERFRONT FESTIVAL 25000 COMMUNITY FOUNDATION OF SEMA 384 ACUSHNET AVENUE NEW BEDFORD MA 02740 NONE NON PROFIT NB PUBLIC SCHOOLS PARENT TEACHER HOME VISIT PROGRAM 5000 COMMUNITY FOUNDATION OF SEMA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT NEW AMERICANS INTEGRATION PROGRAM 5000 COMMUNITY FOUNDATION OF SEMA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT SMALL AUTONOMOUS SCHOOLS WORKING GROUP 3000 COMMUNITY FOUNDATION OF SOUTHEASTERN MA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 20000 COMMUNITY FOUNDATION OF SOUTHEASTERN MA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 35000 COMMUNITY FOUNDATION OF SOUTHEASTERN MA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT LEADERSHIP SOUTHCOAST/PROFESSIONAL TRAINING DAY ON LEADERSHIP DEVELOPMENT 7000 COMMUNITY FOUNDATION OF SOUTHEASTERN MA 63 UNION ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT, GREENFLEET 5000 COMPACT OF CAPE COD CONSERVATION TRUSTS 3239 MAIN ST PO BOX 443 BARNSTABLE MA 02630 NONE NON PROFIT GENERAL SUPPORT 20000 DENNISON MEMORIAL COMMUNITY CENTER 755 SOUTH FIRST ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT FOR TEEN PROGRAM 20000 FEDERATED CHURCH OF MARLBOROUGH 16 PLEASANT ST MARLBOROUGH NH 03455 NONE NON PROFIT FOR THE COMMUNITY HOUSE 3000 FOUNDATION FOR WEST AFRICA 219 WASHINGTON ROAD BARRINGTON RI 02806 NONE NON PROFIT GENERAL SUPPORT 1000 FUND FOR COMMUNITY PROGRESS 90 JEFFERSON BLVD SUITE B WARWICK RI 02888 NONE NON PROFIT GENERAL SUPPORT 2500 GALLERY X 169 WILLIAM ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 17500 GULF OF MAINE RESEARCH INSTITUTE 350 COMMERCIAL ST PORTLAND ME 04101 NONE NON PROFIT MARINE RESOURCE ECONOMIST POSITION 25000 IMMIGRANTS ASSISTANCE CENTER 58 CRAPO ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT GIVEN TO IMMIGRANT FAMILIES 20000 IRISH WHALE AND DOLPHIN GROUP MERCHANTS QUARY KILRUSH COUNTY CLARE KILRUSH EI CLARE CO NONE NON PROFIT FOR RESEARCH EXPEDITION TO CAPE VERDE ISLANDS 15000 LANDING SCHOOL (THE) PO BOX 1490 KENNEBUNKPORT ME 04046 NONE NON PROFIT GENERAL SUPPORT FOR EASTERN REGION PROGRAM 5000 LIGHTHAWK PO BOX 15 UPPER JAY NY 12987 NONE NON PROFIT GENERAL SUPPORT FOR EASTERN REGION PROGRAM 15000 MAINE MEDICAL CENTERBARBARA BUSH CHILDREN'S HOSPITAL 22 BRAMHALL ST PORTLAND ME 04102 NONE NON PROFIT GENERAL SUPPORT 2500 MANOMET CENTER FOR CONSERVATION SCIENCES PO BOX 1770 MANOMET MA 02345 NONE NON PROFIT FOR ENERGY AND WILDLIFE PROJECTS 35000 MARION INSTITUTE 202 SPRING STREET MARION MA 02738 NONE NON PROFIT BIONEERS BY THE BAY 25000 MARL-HARRIS AMBULANCE SQUAD PO BOX 487 MARLBOROUGH NH 03455 NONE NON PROFIT GENERAL SUPPORT 1000 MASS LAND TRUST COALITION PO BOX 629 LINCOLN MA 01773 NONE NON PROFIT GENERAL SUPPORT 10000 MASSACHUSETTS AUDUBON SOCIETY PO BOX 275 CUMMAQUID MA 02637 NONE NON PROFIT COASTAL WATERBIRD PROGRAM 25000 NATIVITY PREPATORY SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 15000 NATURAL HERITAGE & ENDANGERED SPECIES PROGRAM NORTH DRIVE RTE 135 WESTBOROUGH MA 01581 NONE NON PROFIT BUZZARDS BAY TERN RESTORATION PROJECT 7000 NATURAL RESOURCES COUNCIL OF MAINE 3 WADE ST AUGUSTA ME 04330 NONE NON PROFIT SUPPORT FOR THE HEALTHY WATERS, TOXICS, NORTH WOODS 30000 NATURE CONSERVANCY (THE) 159 WATERMAN STREET PROVIDENCE RI 02906 NONE NON PROFIT FOR THE RHODE ISLAND PROGRAM 1000 NEW BEDFORD ART MUSEUM 608 PLEASANT ST NEW BEDFORD MA 02740 NONE NON PROFIT PHOTOGRAPHY EXHIBITION 5000 NEW BEDFORD HISTORICAL SOCIETY 21 SEVENTH ST NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 5000 NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM PO BOX 79198 DARTMOUTH MA 02747 NONE NON PROFIT NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM 5000 NEW BEDFORD SYMPHONY ORCHESTRA PO BOX 2053 NEW BEDFORD MA 02741 NONE NON PROFIT GENERAL SUPPORT FOR YOUNG PEOPLES CONCERTS 10000 NEW BEDFORD WHALING MUSEUM 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 NONE NON PROFIT HUNT FOR KNOWLEDGE EXHIBIT 20000 NEW BEDFORD WHALING MUSEUM 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 NONE NON PROFIT YOUTH APPRENTICESHIP PROGRAM 30000 NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE NON PROFIT RIGHT WHALE PROJECT 50000 NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE NON PROFIT SUPPORT FOR THE NORTH ATLANTIC RIGHT WHALE CONSORTIU 13000 NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE NON PROFIT SUPPORT FOR LINDY JOHNON FELLOWSHIP FUND 5000 NORTH AND SOUTH RIVERS WATERSHED ASSOCIATION PO BOX 43 NORWELL MA 02061 NONE NON PROFIT SUPPORT FOR WAERSHED ACTION ALLIANCE 10000 NORTHSTAR LEARNING CENTERS 53 LINDEN ST NEW BEDFORD MA 02740 NONE NON PROFIT 2011 FIELD TRIPS / ENRICHMENT ACTIVITIES 5000 OUR SISTERS' SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE NON PROFIT GENERAL SUPPORT 20000 PACE PO BOX 5626 NEW BEDFORD MA 02742 NONE NON PROFIT H.O.P.E. 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