2024-08-28T12:28:59-04:00 2023-12-31 042917204 ANSTISS & CO PC 6 OMNI WAY STE 201 CHELMSFORD MA 018244187 990 2023-01-01 842084322 MARTHA'S VINEYARD COMMUNITY FOUNDATION INC MART 5083384665 PO BOX 243 WEST TISBURY MA 02575 ISABELLE LEW CLERK 5083384665 2024-07-23 true false JAYNE A ANDREWS P00514653 9784522500 2024-07-23 2023 2024-08-08 14:25:15Z ISABELLE LEW PO BOX 243 WEST TISBURY MA 02575 6632707 false X WWW.MARTHASVINEYARDCF.ORG X 1982 MA THE MARTHA'S VINEYARD COMMUNITY FOUNDATION, INC., SUCCESSOR TO THE PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD, THE ISLAND'S COMMUNITY FOUNDATION, PUTS CHARITABLE CONTRIBUTIONS TO WORK FOR THE PEOPLE OF MARTHA'S VINEYARD BY MAKING GRANTS THAT ADDRESS COMMUNITY NEEDS, FUNDING SCHOLARSHIPS FOR ISLAND STUDENTS, AND BUDILING AN ENDOWMENT TO PROVIDE THE RESORUCES TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON THE VINEYARD FOREVER. 11 11 7 0 3347979 2487126 0 825789 286823 -66377 4240 4107391 2778189 2488845 2246310 0 297741 380643 0 24121 620845 712243 3407431 3339196 699960 -561007 14166157 15100827 571337 571682 13594820 14529145 X THE MARTHA'S VINEYARD COMMUNITY FOUNDATION, INC., SUCCESSOR TO THE PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD, THE ISLAND'S COMMUNITY FOUNDATION, PUTS CHARITABLE CONTRIBUTIONS TO WORK FOR THE PEOPLE OF MARTHA'S VINEYARD BY MAKING GRANTS THAT ADDRESS COMMUNITY NEEDS, FUNDING SCHOLARSHIPS FOR ISLAND STUDENTS, AND BUDILING AN ENDOWMENT TO PROVIDE THE RESORUCES TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON THE VINEYARD FOREVER. false false 2726773 2246310 PUTTING CONTRIBUTIONS TO WORK FOR THE BENEFIT OF THE MARTHA'S VINEYARD COMMUNITY THROUGH GRANTS TO ISLAND NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS TO MARTHA'S VINEYARD STUDENTS. 2726773 true true false true false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 18 0 true 7 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true false false true false false MA X X X X THE ORGANIZATION 5083384665 PO BOX 243 WEST TISBURY MA 02575 PAUL SCHULZ EXECUTIVE DI 40.00 X 125000 0 5000 EMILY BRAMHALL FRMR EXECUTI 0.00 X 41460 0 417 OLLIE BECKER DIRECTOR 5.00 X 0 0 0 CAROL BIONDI DIRECTOR 5.00 X 0 0 0 CHRISTOPHER CELESTE DIRECTOR 5.00 X 0 0 0 JULIE FAY VICE-CHAIR 5.00 X X 0 0 0 ARIELLE FARIA DIRECTOR 5.00 X 0 0 0 ISABELLE LEW CLERK 5.00 X X 0 0 0 LUIZA MOUZINHO DIRECTOR 5.00 X 0 0 0 ELLEN PESCH DIRECTOR 5.00 X 0 0 0 LISA REAGAN DIRECTOR 5.00 X 0 0 0 MITCH RUBIN DIRECTOR 5.00 X 0 0 0 ALEC WALSH CHAIR 5.00 X X 0 0 0 166460 5417 1 false false false 1349892 1137234 79936 2487126 340955 340955 3800386 3854518 -54132 -54132 -54132 MISCELLANEOUS INCOME 900099 4240 4240 4240 2778189 291063 1909860 1909860 336450 336450 171787 171787 164804 164804 8749 8749 35303 35303 2878 2878 55014 55014 90000 90000 55158 55158 13750 13750 17520 17520 23038 23038 24858 24858 180 180 3950 3950 3471 3471 8022 8022 PROJECT COSTS 390463 390463 OTHER DEVELOPMENT EXPENSE 15241 15241 NEWSLETTER/ANNUAL REPORT 8700 8700 3339196 2726773 588302 24121 466084 462354 100602 113372 2325 4019 33805 24884 12393 8921 13486937 14429057 97816 83104 14166157 15100827 115588 155402 130031 42016 325718 374264 571337 571682 X 6604600 6927587 6990220 7601558 13594820 14529145 14166157 15100827 X -561007 1525692 -30360 X false true X true true true X 933098 1373842 1960363 3347979 2487126 10102408 933098 1373842 1960363 3347979 2487126 10102408 420343 9682065 343703 175362 194415 357603 340955 1412038 4156 11016 58230 -20350 4240 57292 11571738 0.83670 0.80080 X PART II, LINE 10 NET ADMIN FEES AND OTHER MISC 53,052 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 90000 3194038 3284038 314202 78551 319772 314202 633974 950961 80000 90000 170000 79943 78551 158494 237741 SCHEDULE C, PART II-A THIS ACTIVITY IS NEW FOR THIS ORGANIZATION, THERE WERE NO PRIOR YEAR LOBBYING EXPENDITURES. 6 126661 39950 118062 true true 11831270 317086 1873909 902054 -593135 13713346 14294047 330239 -1935514 827573 29929 11831270 13439417 382444 1556154 733062 350906 14294047 12058298 234090 1849502 474194 228279 13439417 11640378 339070 2079275 1794929 205496 12058298 0.45240 0.04890 0.49870 true false 33805 24884 8921 8921 AGENCY ENDOWMENT LIABILITY 300842 LEASE LIABILITIES 73422 374264 X 4218364 1525692 1525692 2692672 55158 30359 85517 2778189 3284038 3284038 55158 55158 3339196 SCHEDULE D, PAGE 2, PART V, LINE 4 BROWN ADVISORY IN CONJUNCTION WITH FIDELITY INVESTMENTS SERVES AS INVESTMENT MANAGER AND EXECUTES INVESTMENT TRANSACTIONS IN ACCORDANCE WITH THE INVESTMENT POLICY AND ASSET ALLOCATIONS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. SCHEDULE D, PAGE 3, PART X THE FOUNDATION, RECOGNIZED AS A TAX-EXEMPT ENTITY UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS A PUBLIC CHARITY 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. THE FOUNDATION IS REQUIRED BY ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," 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. THE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS PRIOR TO 2020. 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. SCHEDULE D, PAGE 4, PART XI, LINE 4B GIFTS TO AGENCY ENDOWMENT FUNDS 30,359 false CAMP JABBERWOCKY 200 GREENWOOD AVENUE VINEYARD HAVEN MA 02568 237188764 501C3 10000 PROJECT SUPPORT CHILMARK POND FOUNDATION 455 STATE ROAD PMB 384 VINEYARD HAVEN MA 02568 825083098 501C3 117993 PROJECT SUPPORT CIRCUIT ARTS PO BOX 3000 PMB 3175 WEST TISBURY MA 02575 030550258 501C3 10000 PROJECT SUPPORT COMMUNITY ACTION COMMITTEE OF CAPE & ISLANDS 372 NORTH STREET HYANNIS MA 02601 042396835 501C3 20000 PROJECT SUPPORT DUKES COUNTY REGIONAL HOUSING AUTHORITY PO BOX 4538 VINEYARD HAVEN MA 02568 046001422 GOV 10000 PROJECT SUPPORT FIRST CONGREGATIONAL CHURCH OF WEST TISBURY PO BOX 3000 WEST TISBURY MA 02539 042555954 501C3 34000 PROJECT SUPPORT GARDEN GATE CHILD DEVELOPMENT CENTER INC PO BOX 2666 119 WEST SPRING STREET VINEYARD HAVEN MA 02568 043470389 501C3 6000 PROJECT SUPPORT GREAT POND FOUNDATION PO BOX 9000 EDGARTOWN MA 02539 043446891 501C3 13000 PROJECT SUPPORT HARBOR HOMES OF MV PO BOX 4795 VINEYARD HAVEN MA 02568 832996138 501C3 25000 PROJECT SUPPORT HAVENSIDE CORPORATION 145 MAIN STREET PO BOX 1418 VINEYARD HAVEN MA 02568 043117050 501C3 9350 PROJECT SUPPORT HEALTH IMPERATIVES INC 517 STATE RAOD VINEYARD HAVEN MA 02568 042609177 501C3 45000 PROJECT SUPPORT HEALTHY AGING MARTHA'S VINEYARD 111 EDGARTOWN ROAD VINEYARD HAVEN MA 02568 042301598 501C3 16000 PROJECT SUPPORT HOSPICE AND PALLIATIVE CARE OF MV PO BOX 1748 VINEYARD HAVEN MA 02568 042770996 501C3 10200 PROJECT SUPPORT ISLAND AUTISM GROUP PO BOX 2786 EDGARTOWN MA 02539 300661116 501C3 15000 PROJECT SUPPORT ISLAND GROWN INITIATIVE PO BOX 622 VINEYARD HAVEN MA 02568 205773892 501C3 917145 FOOD INSECURITY ISLAND HEALTH CARE PO BOX 9000 EDGARTOWN MA 02539 470870772 501C3 113900 PROJECT SUPPORT MARTHA'S VINEYARD BOYS AND GIRLS CLUB PO BOX 654 EDGARTOWN MA 02568 042104167 501C3 133680 PROGRAM SUPPORT MARTHA'S VINEYARD CANCER SUPPORT GROUP PO BOX 2214 VINEYARD HAVEN MA 02568 043282215 501C3 10000 PROJECT SUPPORT MARTHA'S VINEYARD CENTER FOR LIVING PO BOX 1729 VINEYARD HAVEN MA 02568 042545770 501C3 25000 PROGRAM SUPPORT MARTHA'S VINEYARD COMMISSION PO BOX 1447 OAK BLUFFS MA 02568 GOV 32500 PROGRAM SUPPORT MARTHA'S VINEYARD COMMUNITY SERVICE 111 EDGARTOWN ROAD VINEYARD HAVEN MA 02568 042301598 501C3 59460 TRANSPORTATION MARTHA'S VINEYARD HOSPITAL PO BOX 1477 OAK BLUFFS MA 02557 042104691 501C3 31960 PROGRAM SUPPORT MARTHA'S VINEYARD MUSEUM 151 LAGOON POND ROAD VINEYARD HAVEN MA 02568 042160642 501C3 10000 ORAL HISTORY PRESERV MARTHA'S VINEYARD SHELLFISH GROUP PO BOX 1552 OAK BLUFFS MA 02557 042612898 501C3 19800 PROJECT SUPPORT MV AGRICULTURAL SOCIETY 35 PADHADLE ROAD WEST TISBURY MA 02575 046112356 501C3 8000 PROJECT SUPPORT MISTY MEADOWS EQUINE LEARNING CENTER 55 MISTY MEADOWS LANE WEST TISBURY MA 02575 810774854 501C3 12400 PROJECT SUPPORT MV FISHERMEN'S PRESERVATION TRUST PO BOX 96 MENEMSHA MA 02552 453546941 501C3 25000 PROJECT SUPPORT MV OCEAN ACADEMY 75 SUMMER STREET VINEYARD HAVEN MA 02568 814752116 501C3 10000 PROJECT SUPPORT PENIKESE ISLAND SCHOOL PO BOX 161 WOODS HOLE MA 02543 237303535 501C3 7000 PROJECT SUPPORT SAIL MARTHA'S VINEYARD PO BOX 1998 VINEYARD HAVEN MA 02568 223240911 501C3 13000 PROJECT SUPPORT SASSAFRAS EARTH EDUCATION 5 CHURCH STREET AQUINNAH MA 02535 455469987 501C3 9000 PROJECT SUPPORT SHERIFF'S MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 046111529 501C3 25860 PROJECT SUPPORT ST ANDREWS EPISCOPAL CHURCH PO BOX 1287 EDGARTWN MA 02539 042380952 501C3 20610 PROJECT SUPPORT THE TOWN OF AQUINNAH 955 STATE ROAD AQUINNAH MA 02535 842084322 GOV 9303 PROJECT SUPPORT VINEYARD HEALTH CARE ACCESS PROGRAM DUKES COUNTY PO BOX 190 EDGARTOWN MA 02539 046001422 501C3 17500 PROJECT SUPPORT VINEYARD HOUSE 56 SHORT HILL ROAD VINEYARD HAVEN MA 02568 043375934 501C3 10000 PROJECT SUPPORT VINEYARD MONTESSORI SCHOOL 286 MAIN STREET VINEYARD HAVEN MA 02568 042566645 501C3 18000 PROJECT SUPPORT VINEYARD PRESERVATION TRUST PO BOX 5277 EDGARTOWN MA 02539 046387676 501C3 29179 PROJECT SUPPORT 67 SCHOLARSHIPS FOR EDUCATIO 131 336450 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT CRITERIA AND APPLICATION REQUIREMENTS INCLUDE THE COMPLETION OF NARRATIVE AND FINANCIAL REPORTING REGARDING THE USE OF FUNDS ANNUALLY. X 6 79936 QUOTED MARKET PRICE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B BROWN ADVISORY SERVES AS THE INVESTMENT MANAGER AND EXECUTES PURCHASES AND SALES IN ACCORDANCE WITH THE INVESTMENT POLICY APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990 - ORGANIZATION'S MISSION THE MARTHA'S VINEYARD COMMUNITY FOUNDATION, INC., SUCCESSOR TO THE PERMANENT ENDOWMENT FUND FOR MARTHA'S VINEYARD, THE ISLAND'S COMMUNITY FOUNDATION, PUTS CHARITABLE CONTRIBUTIONS TO WORK FOR THE PEOPLE OF MARTHA'S VINEYARD BY MAKING GRANTS THAT ADDRESS COMMUNITY NEEDS, FUNDING SCHOLARSHIPS FOR ISLAND STUDENTS, AND BUDILING AN ENDOWMENT TO PROVIDE THE RESORUCES TO ENHANCE AND PRESERVE THE QUALITY OF LIFE ON THE VINEYARD FOREVER. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE WHICH REPORTS TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, DISCLOSURE FORMS ARE FILLED OUT BY EACH BOARD MEMBER AND UPDATES ARE REQUESTED BASED ON ANY CHANGES THAT MAY OCCUR THROUGHOUT THE YEAR. ALL BOARD MEMBERS ARE ALSO REQUIRED TO SUBMIT THE MARTHA'S VINEYARD COMMUNITY FOUNDATION, INC. POLICIES BOARD MEMBER ANNUAL STATEMENT OF COMPLIANCE FORM. FORM 990, PAGE 6, PART VI, LINE 15A THE LEVEL OF COMPENSATION IS DETERMINED BY THE PERSONNEL COMMITTEE WHICH CONSISTS OF THE BOARD CHAIR AND THE CHAIRS OF ALL THE OTHER BOARD COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 18 THE FORM 990, GOVERNING DOCUMENTS, AND POLICIES ARE AVAILABLE FROM THE FOUNDATION UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST AT THE ORGANIZATION'S OFFICES. FORM 990, PART XI, LINE 9 CONTRIBUTIONS TO AGENCY ENDOWMENT -30,360 THIS ACTIVITY IS NEW FOR THIS ORGANIZATION, THERE WERE NO PRIOR YEAR LOBBYING EXPENDITURES.