2024-10-05T19:25:25-05:00 2023-12-31 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 01880 990 2023-01-01 046387676 MARTHA'S VINEYARD PRESERVATION TRUST INC MART 5086274440 PO BOX 5277 EDGARTOWN MA 025395277 JOSEPH B MCCALL IV CHAIRMAN 5086274440 2024-09-30 1 1 THOMAS P FULCHINO CPA P00151920 7812459999 2024-09-30 2023 2024-10-15 13:58:12Z JOSEPH B MCCALL IV 99 MAIN STREET EDGARTOWN MA 02539 4821727 0 X VINEYARDTRUST.ORG X 1975 MA THE ORGANIZATION'S MISSION IS TO ACQUIRE, RESTORE, AND MAINTAIN THE HISTORIC LANDMARKS OF MARTHA'S VINEYARD. TO PRESERVE THE ISLAND'S UNIQUE CHARACTER, CULTURAL HISTORY, AND HERITAGE FOR THE COMMUNITY AND IT'S VISITORS. 31 31 57 50 0 0 1423243 2757167 766297 1199690 88396 149047 765784 302763 3043720 4408667 0 0 0 0 811223 1009592 0 0 178922 1536891 1697266 2348114 2706858 695606 1701809 22772768 24738624 325547 286163 22447221 24452461 THE ORGANIZATION'S PRIMARY MISSION IS TO ACQUIRE, RESTORE, AND MAINTAIN THE HISTORIC LANDMARKS OF MARTHA'S VINEYARD AND TO PRESERVE THE ISLAND'S UNIQUE CHARACTER, CULTURAL HISTORY, AND HERITAGE FOR THE COMMUNITY AND IT'S VISITORS. 0 0 2027967 1269200 PRESERVATION OF THE HISTORICAL, CULTURAL AND ARCHITECTURAL TRADITIONS OF THE ISLAND OF MARTHA'S VINEYARD 2027967 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 1 40 0 57 1 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 0 0 MA X NEVETTE PREVID 5086278017 99 MAIN STREET EDGARTOWN MA 02539 X AHEARN PATRICK J TRUSTEE 1.00 X 0 0 0 ALLEGAERT LYNN TRUSTEE 1.00 X 0 0 0 BARNES DEBORAH A TRUSTEE 1.00 X 0 0 0 BERGER CAROLE M TRUSTEE 1.00 X 0 0 0 BIGGERS JR R KELSEY TRUSTEE 1.00 X 0 0 0 BROWN BROOKE VICE-CHAIR OF SPECIAL EVENTS 1.00 X X 0 0 0 CARABOOLAD NANCY T VICE-CHAIR OF PROPERTIES/BUILDINGS 1.00 X X 0 0 0 CHAFFEE DOROTHY F TRUSTEE 1.00 X 0 0 0 CONOVER GERRET C TRUSTEE 1.00 X 0 0 0 CONVERY ALISON M TRUSTEE 1.00 X 0 0 0 CONWAY G DREW TRUSTEE 1.00 X 0 0 0 COX ROBERT G TRUSTEE 1.00 X 0 0 0 CREWS DEBORAH H VICE-CHAIR OF COMMUNITY OUTREACH 1.00 X X 0 0 0 EARL SCOTT T TRUSTEE 1.00 X 0 0 0 ELLIS THEODORA A TRUSTEE 1.00 X 0 0 0 GIBSON TANA C TRUSTEE 1.00 X 0 0 0 GRAHAM JR ROBERT C TRUSTEE 1.00 X 0 0 0 HEDLEY MICHELE M TRUSTEE 1.00 X 0 0 0 HEDLEY MELISSA TRUSTEE 1.00 X 0 0 0 HOERLE SHEILA A TRUSTEE 1.00 X 0 0 0 INDELICATO ALICE TRUSTEE 1.00 X 0 0 0 JOHNSON ALVIN SECRETARY 1.00 X X 0 0 0 KITTENPLAN GAIL TRUSTEE 1.00 X 0 0 0 KLEIN JOHN E TRUSTEE 1.00 X 0 0 0 MACKENTY ELIZABETH D TREASURER 1.00 X X 0 0 0 MCCALL JOSEPH B JOSH CHARIMAN 1.00 X X 0 0 0 MORGAN PATRICIA TRUSTEE 1.00 X 0 0 0 MORRIS NANCY TRUSTEE 1.00 X 0 0 0 MORTARA VIRGINIA TRUSTEE 1.00 X 0 0 0 MURPHY JOHN P TRUSTEE 1.00 X 0 0 0 MURRAY IAN TRUSTEE 1.00 X 0 0 0 MURRAY SHEP TRUSTEE 1.00 X 0 0 0 MYATT KEVIN TRUSTEE 1.00 X 0 0 0 NORTON JOAN W TRUSTEE 1.00 X 0 0 0 NUGENT DEBORAH TRUSTEE 1.00 X 0 0 0 PHILLIPS AMANDA TRUSTEE 1.00 X 0 0 0 PURINGTON RICHARD TRUSTEE 1.00 X 0 0 0 RORER SARAH B TRUSTEE 1.00 X 0 0 0 SHANE ROSALIE TRUSTEE 1.00 X 0 0 0 SOLLITTO JR JOSEPH E VICE-CHAIR OF TRUSTEESHIP & GOVERNANCE 1.00 X X 0 0 0 STANTON MARY B TRUSTEE 1.00 X 0 0 0 TATTERSALL MARGARET C TRUSTEE 1.00 X 0 0 0 THARP TWANETTE T TRUSTEE 1.00 X 0 0 0 WEEKS WILLIAM H TRUSTEE 1.00 X 0 0 0 WRIGHT JOYCE M TRUSTEE 1.00 X 0 0 0 ZOLLO VICTOR A VICE-CHAIR OF FINANCE 1.00 X X 0 0 0 NEVETTE PREVID EXECUTIVE DIRECTOR 40.00 X 194808 0 37456 194808 0 37456 3 0 1 0 MV PROPERTY CARE & MAINTENACE PO BOX 3406 EDGARTOWN MA 02539 PROPERTIES MAINTENANCE/REPAIRS 373986 HSA INSURANCE PO BOX 847001 BOSTON MA 02284 HEALTH INSURANCE 108778 MARTHA'S VINEYARD INSURANCE PO BOX 549 PROVIDENCE RI 02901 GEN LIABILITY/INSURANCE 107290 DT CONSTRUCTION LLC 209 ROCK LN MILFORD CT 06460 RESTORATION CONSTRUCTION/PAINTING 107111 4 566358 2190809 2757167 PROGRAM RELATED RENTAL 900099 633468 633468 FLYING HORSES REVENUE 900099 507722 507722 MANAGEMENT FEES 900099 39000 39000 OTHER PROGRAM INCOME 900099 19500 19500 1199690 115944 115944 33103 0 33103 33103 33103 480276 566358 289878 190398 190398 199140 123182 75958 75958 OTHER MISCELLANEOUS IN 900099 36407 36407 36407 4408667 1269200 0 382300 830577 539875 215950 74752 111811 72677 29071 10063 67204 43683 17473 6048 7664 7664 37840 37840 14446 14446 43872 43872 56801 36921 14768 5112 69265 45022 18009 6234 1374 893 357 124 172 172 216576 216576 131502 85476 34191 11835 REPAIRS AND MAINTENANCE 931894 873935 43055 14904 COMPUTER MAINTENANCE FE 49794 49794 CONSULTANTS 43844 43844 FEES & LICENSE EXPENSES 41612 27048 10819 3745 50610 41817 6532 2261 2706858 2027967 499969 178922 1086546 1034385 264391 59861 6369 16969 20213477 1779234 18288053 18434243 2575364 4980410 156727 552045 56029 22772768 24738624 124797 167897 145750 118000 55000 266 325547 286163 X 22240721 24204439 206500 248022 22447221 24452461 22772768 24738624 X 1701809 272714 -15049 45766 X X 0 1 X 1 0 X 785172 841284 2611533 900463 2757167 7895619 538668 80266 349983 757540 726362 2452819 2237414 1011582 298474 1525457 1208651 6281578 3561254 1933132 3259990 3183460 4692180 16630016 0 0 0 16630016 71864 45781 84774 63525 115944 381888 71864 45781 84774 63525 115944 381888 103625 47209 58732 36407 245973 3633118 2082538 3391973 3305717 4844531 17257877 0.96360 0.96760 0.02210 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12161263 0 3667105 3667105 16308243 1715796 14592447 238129 63438 174691 18434243 ROCKLAND LINE OF CREDIT 74 GIFT CERTIFICATES 192 266 VARIOUS PROGRAM EVENTS 1046634 566358 480276 289878 1 1046634 566358 480276 289878 289878 190398 X 0 0 0 0 0 0 0 0 0 NEVETTE PREVID EXECUTIVE DIRECTOR 194808 0 0 0 0 0 0 0 37456 0 232264 0 0 0 GERRET C CONOVER DIRECTOR 30417 DESCRIPTION:COMMERCIAL LEASE TRANSACTION BETWEEN THE ABOVE NAMED TRUSTEE. 0 X 15 243527 TREAS REG # 20.2031-2 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL OF THE TRUSTEES ARE RELATED AS FOLLOWS: A EMERITUS TRUSTEE AND A TRUSTEE ARE RELATED AND ANOTHER EMERITUS TRUSTEE'S DAUGHTER SERVED ON THE EVENTS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE BOARD AND IS MADE AVAILABLE TO THE BOARD UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY OUTLINES PROCEDURES FOR HANDLING CONFLICTS OF INTEREST AND REQUIRES THAT EACH DIRECTOR AND EMPLOYEE ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT AND RECUSAL FROM CERTAIN VOTES OR DISCUSSIONS IN ACCORDANCE WITH POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS REVIEW THE SALARIES OF KEY PERSONNEL ON AN ANNUAL BASIS TO DETERMINE A REASONABLE SALARY FOR KEY PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE ORGANIZATION'S FORM 990 IS MAINTAINED IN ITS PRINCIPAL OFFICE AND IS AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: RECORD CURRENT YEAR ( LOSS )INCOME IN SUBSIDIARIES 45,766. PART XII LINE 2C NO CHANGE FROM THE PRIOR YEAR PART XI LINE 8 PRIOR PERIOD ADJUSTMENTS A ONE-TIME ENTRY WAS MADE IN FISCAL 2023 TO CORRECT PRIOR YEAR DIFFERENCES BETWEEN THE AUDITED FINANCIAL STATEMENTS, AUDITED BY ANOTHER ACCOUNTING FIRM, AND THE FINAL TAX RETURNS. THE FLYING HORSES CAROUSEL FOUNDATION PO BOX 5277 EDGARTOWN MA 02539 042922741 OPERATION OF A FLYING HORSE CAROUSEL MA 501 (C)(3) N/A 0 NORTH WATER STREET CORPORATION PO BOX 5277 EDGARTOWN MA 02539 046089893 REAL ESTATE RENTALS MA N/A C 0.76900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0