2026-07-28T13:02:23-05:00 2025-12-31 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 01880 990 2025-01-01 046387676 MARTHA'S VINEYARD PRESERVATION TRUST INC MART 5086278017 PO BOX 5277 EDGARTOWN MA 025395277 JOSEPH B MCCALL IV CHAIRMAN 5086278017 2026-07-27 1 JESSICA TOADER P01464604 7812459999 2026-07-27 2025 2025-03-06 01:10:19Z JOSEPH B MCCALL IV 99 MAIN STREET EDGARTOWN MA 02539 6055976 0 X VINEYARDTRUST.ORG X 1975 MA THE ORGANIZATION'S 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. 31 31 63 67 0 0 3738798 3399304 1146259 1378066 219270 394551 244465 293560 5348792 5465481 0 0 0 0 1196499 1497059 0 0 229998 1613045 1486451 2809544 2983510 2539248 2481971 27805937 31283901 323566 460200 27482371 30823701 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 2194668 0 1457471 PRESERVATION OF THE HISTORICAL, CULTURAL AND ARCHITECTURAL TRADITIONS OF THE ISLAND OF MARTHA'S VINEYARD 2194668 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 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 48 0 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X NEVETTE PREVID 5086274440 99 MAIN STREET EDGARTOWN MA 02539 JB MCCALL IV CHAIR 1.00 0.00 X X 0 0 0 ALVIN R JOHNSON CLERK 1.00 0.00 X X 0 0 0 ELIZABETH D MACKENTY VICE-CHAIR, TREASURER & FINANCE 1.00 0.00 X X 0 0 0 VAUGHN R BUTLER VICE-CHAIR, PROPERTIES 1.00 0.00 X X 0 0 0 DEBORAH CREWS VICE-CHAIR, TRUSTEES & GOVERNANCE 1.00 0.00 X X 0 0 0 WILLIAM H WEEKS VICE-CHAIR, DEVELOPMENT 1.00 0.00 X X 0 0 0 VICTOR A ZOLLO VICE-CHAIR, ENDOWMENT 1.00 0.00 X X 0 0 0 LYNN ALLEGAERT TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH BARNES TRUSTEE 1.00 0.00 X 0 0 0 KELSEY BIGGERS TRUSTEE 1.00 0.00 X 0 0 0 BROOKE BROWN TRUSTEE 1.00 0.00 X 0 0 0 GERRET CONOVER TRUSTEE 1.00 0.00 X 0 0 0 G DREW CONWAY TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 PETER DEFEO TRUSTEE 1.00 0.00 X 0 0 0 RICHARD PURINGTON TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 TANA GIBSON TRUSTEE 1.00 0.00 X 0 0 0 MELISSA HEDLEY TRUSTEE 1.00 0.00 X 0 0 0 ALICE INDELICATO TRUSTEE 1.00 0.00 X 0 0 0 GAIL KITTENPLAN TRUSTEE 1.00 0.00 X 0 0 0 JOHN MURPHY TRUSTEE 1.00 0.00 X 0 0 0 IAN MURRAY TRUSTEE 1.00 0.00 X 0 0 0 SHEPHERD MURRAY TRUSTEE 1.00 0.00 X 0 0 0 KEVIN MYATT TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH NUGENT TRUSTEE 1.00 0.00 X 0 0 0 AMANDA TURNER PHILLIPS TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 ROSALIE SHANE TRUSTEE 1.00 0.00 X 0 0 0 MARY STANTON TRUSTEE 1.00 0.00 X 0 0 0 MARGARET TATTERSALL TRUSTEE 1.00 0.00 X 0 0 0 TWANETTE THARP TRUSTEE 1.00 0.00 X 0 0 0 CINDYWANSIEWICZ TRUSTEE 1.00 0.00 X 0 0 0 PAMELA ZILLY TRUSTEE 1.00 0.00 X 0 0 0 NEVETTE PREVID EXECUTIVE DIRECTOR 40.00 0.00 X 245791 0 33751 STEPHEN KELLY FACILITIES DIRECTOR 40.00 0.00 X 117471 0 30674 TAMARA JARDIN FINANCE DIRECTOR & HR COORDINATOR 40.00 0.00 X 110037 0 30815 473299 0 95240 3 0 1 0 FJS CONSTRUCTION INC PO BOX 1896 EDGARTOWN MA 02539 CONSTRUCTION SERVICES 179630 BIG SKY TENT AND PARTY RENTAL PO BOX 4835 VINEYARD HAVEN MA 02568 EVENT EQUIPMENT RENTAL SERVICES 122488 TELES LANDSCAPING INC PO BOX 3761 EDGARTOWN MA 02539 LANDSCAPING SERVICES 122017 3 1199156 2200148 439937 3399304 PROGRAM RELATED RENTAL 712120 779649 779649 FLYING HORSES REVENUE 712120 553345 553345 MANAGEMENT FEES 900099 45072 45072 1378066 394551 394551 627444 1199156 542789 84655 84655 177206 47706 129500 129500 OTHER MISCELLANEOUS IN 900099 79405 79405 79405 5465481 1457471 0 608706 279542 181702 72681 25159 975042 633777 253511 87754 15880 10322 4129 1429 118680 77142 30857 10681 107915 70145 28058 9712 2103 2103 36990 36990 28726 28726 60028 60028 44777 44777 44135 28688 11475 3972 61312 39853 15941 5518 1193 776 310 107 194357 194357 141840 92196 36878 12766 REPAIRS AND MAINTENANCE 587170 587170 0 0 PROGRAM SUPPLIES 117402 117402 0 0 COMPUTER MAINTENANCE FE 53347 34676 13870 4801 DUES & SUBSCRIPTIONS 39165 25457 10183 3525 73906 56228 13132 4546 2983510 2194668 558844 229998 1563714 2373315 114915 206021 22833 21666 11718 35739 20931610 2162265 18656427 18769345 7353298 9633864 83032 243951 27805937 31283901 97833 178790 225473 281150 260 260 323566 460200 X 26963074 29993368 519297 830333 27482371 30823701 27805937 31283901 2481971 859359 0 X 0 1 X 1 0 X 2611533 1423243 2757167 3738798 3399304 13930045 349983 766297 1199690 1146259 1378066 4840295 0 2997 75958 93147 129500 301602 2961516 2192537 4032815 4978204 4906870 19071942 318929 308931 444361 457180 473506 2002907 0 318929 308931 444361 457180 473506 2002907 17069035 84774 63525 115944 219270 394551 878064 84774 63525 115944 219270 394551 878064 0 704055 190398 91798 84655 1070906 47209 58732 36407 59520 79405 281273 3093499 3018849 4375564 5348792 5465481 21302185 0.80130 0.87420 0.04120 0.02670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15887464 0 3667105 3667105 16886244 1950737 14935507 378261 211528 166733 18769345 315221 F VARIOUS PUBLICLY TRADED SECURITIES 9318643 F 9633864 GIFT CERTIFICATES 252 STRIPE HELD RESERVED FUNDS 8 260 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE PRIOR THREE YEARS. PATRONS PARTY 1069950 860861 209089 233419 TASTE OF THE VINEYARD 462395 331145 131250 208159 11 294255 7150 287105 101211 1826600 1199156 627444 542789 542789 84655 X 0 0 0 0 0 0 0 0 0 NEVETTE PREVID EXECUTIVE DIRECTOR 245791 0 0 0 0 0 6515 0 27236 0 279542 0 0 0 SOUTH SUMMER MV LLC TRUSTEE GERRET C. CONOVER HAS MORE THAN 35% INTEREST IN SOUTH SUMMER MV, LL 32500 THE ORGANIZATION LEASES COMMERCIAL SPACE TO AN ENTITY THAT IS MORE THAN 35% OWNED BY TRUSTEE, GERRET C. CONOVER. THE ARRANGEMENT IS CONDUCTED AT ARM'S LENGTH, WITH TERMS CONSISTENT WITH THOSE THAT WOULD BE OBTAINED IN AN UNRELATED THIRD PARTY TRANSACTION. 0 MARTHA BIGGERS SPOUSE OF TRUSTEE KELSEY BIGGERS 43269 COMPENSATION FOR BEING AN EMPLOYEE OF THE ORGANIZATION. COMPENSATION IS DETERMINED AT ARM'S LENGTH. 0 X 22 332392 FMV X DONATED AUCTION ITEMS 46 107545 FMV 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 BEFORE FILING. ONCE FINALIZED, IT IS POSTED TO THE BOARD'S ONLINE PORTAL, AND BOARD MEMBERS ARE NOTIFIED THAT IT IS AVAILABLE. 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 TRUSTEES AND GOVERNANCE COMMITTEE RESEARCH AND PRESENT COMPARABILITY DATA TO THE BOARD, INCLUDING COMPENSATION SURVEYS AND FORM 990 FILINGS FROM SIMILARLY SITUATED HISTORIC PRESERVATION AND CULTURAL NONPROFIT ORGANIZATIONS OF COMPARABLE SIZE, BUDGET, AND REGION. THE EXECUTIVE COMMITTEE REVIEWS THIS DATA AND VOTES TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION, WITH THE EXECUTIVE DIRECTOR RECUSED FROM THE VOTE. COMPENSATION FOR ALL OTHER STAFF IS DETERMINED BY THE BOARD CHAIR AND EXECUTIVE DIRECTOR. THE BOARD'S REVIEW AND DECISION ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NORTH WATER STREET CORPORATION PO BOX 5277 EDGARTOWN MA 02539 046089893 REAL ESTATE RENTALS MA N/A C 103461 315221 0.76900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0