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MARTHAS VINEYARD BANK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARTHAS VINEYARD BANK CHARITABLE FOUNDATION INC (EIN 83-2908212)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-04
IRS object ID
202340949349100124
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-04T13:35:41-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832908212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTHA'S VINEYARD BANK CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone5086844266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line178 MAIN STREETAddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M ANTHONYPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone5086844266PhoneNum
Signature2023-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastANTHONYPersonLastNm
FieldValueIRS element (for citing)
SSN000009658SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2023-04-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,298,721FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,209,540ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$42,775DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,775DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,580NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$696,986GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,580CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,264,895TotalRevAndExpnssAmt
Total Net Invst Incm$55,355TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$170LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$170LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$71,298OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$71,298OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$51,101OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$51,101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,119TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$125,419TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$709,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$709,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$840,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$834,844TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,424,351ExcessRevenueOverExpensesAmt
Net Investment Income$55,355NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,260,912CashBOYAmt
Cash EOY$2,515,531CashEOYAmt
Cash EOYFMV$2,515,531CashEOYFMVAmt
Other Investments BOY$2,052,397OtherInvestmentsBOYAmt
Other Investments EOY$2,783,190OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,783,190OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,313,309TotalAssetsBOYAmt
Total Assets EOY$5,298,721TotalAssetsEOYAmt
Total Assets EOYFMV$5,298,721TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,313,309RetainedEarningBOYAmt
Retained Earning EOY$5,298,721RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,313,309TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,298,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,313,309TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,298,721TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,313,309TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,424,351ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,737,660SubtotalAmt
Other Decreases$438,939OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,298,721TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALES OF INVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$696,986GrossSalesPriceAmt
Cost Or Other Basis$684,406CostOrOtherBasisAmt
Gain Or Loss$12,580GainOrLossAmt
Gains Minus Excess Or Losses$12,580GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12,580CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$769InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$769SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$769TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,049EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,049TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,280OverpaymentAmt
Applied To ES Tax$2,280AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES A KROLLIndividualWithBooksNm
Phone5086274266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1069AddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES M ANTHONY
PO BOX 1069EDGARTOWNMA02539PRESIDENT/DIRECTOR1.00$0$0$0
CHARLES A KROLL
PO BOX 1069EDGARTOWNMA02539TREASURER1.00$0$0$0
KENNETH C GALLEY
PO BOX 1069EDGARTOWNMA02539CLERK/DIRECTOR1.00$0$0$0
DONNA L CUMMENS
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
WAYNE C LAMSON
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
RONALD RAPPAPORT
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
BETH S COLT
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
GEORGE A SANTOS
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
ALISON SHAW
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
REID G SILVA
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
ANN M TYRA
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
JENNIFER SMITH TURNER
PO BOX 1069EDGARTOWNMA02539DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARP LEHMAN CONSULTING LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 SHERMAN STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02420ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$71,298CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,514,746AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,238,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,753,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,753,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,302CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,697,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,857MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,857MinimumInvestmentReturnAmt
Tax Based On Investment Income$769TaxBasedOnInvestmentIncomeAmt
Total Tax$769TotalTaxAmt
Distributable Before Adj$184,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$834,844ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$834,844QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,727ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$539,016ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$514,529ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,055,272TotalExcessDistributionCyovAmt
Qualifying Distributions$834,844QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$184,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$650,756RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,706,028TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,706,028ExcessDistriCyovToNextYrAmt
Excess From Year3$1,727ExcessFromYear3Amt
Excess From Year2$539,016ExcessFromYear2Amt
Excess From Year1$514,529ExcessFromYear1Amt
Excess From Current Year$650,756ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACE MV
455 STATE ROAD PMB 105VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
AMERICAN LEGION #257
PO BOX 257VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NWWASHINGTONDC20016NOT RELATEDPCEXEMPT PURPOSE$6,000
ANGEL FLIGHT NE
492 SUTTON STREETNORTH ANDOVERMA01845NOT RELATEDPCEXEMPT PURPOSE$250
ANIMAL SHELTER MV
PO BOX 1829EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$5,310
AQUINNAH CULTURAL CTR
10 BLACK BROOK ROADAQUINNAHMA02535NOT RELATEDPCEXEMPT PURPOSE$1,450
BAND FOR BADGES
136 STANHOPE ROADEAST FALMOUTHMA02536NOT RELATEDPCEXEMPT PURPOSE$500
BB&BS CC&I
684 MAIN STREET SUITE 3HYANNISMA02601NOT RELATEDPCEXEMPT PURPOSE$4,500
BELONGING TO EACH OTHER
PO BOX 343FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$8,750
BENTLEY UNIV
RAUCH 132 175 FOREST STREETWALTHAMMA02452NOT RELATEDPCEXEMPT PURPOSE$3,000
BIODIVERSITY WORKS
455 STATE ROAD PMB 179VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
BOY SCOUTS AMERICAN CC&I
247 WILLOW STREETYARMOUTH PORTMA02675NOT RELATEDPCEXEMPT PURPOSE$500
BUCKNELL UNIVERSITY
108 MARTS HALLLEWISBURGPA17837NOT RELATEDPCEXEMPT PURPOSE$3,000
BUZZARDS BAY COALITION
114 FRONT STREETNEW BEDFORDMA02740NOT RELATEDPCEXEMPT PURPOSE$500
CAL POLYTECH
1 GRAND AVENUE ADMIN 131ESAN LUIS OBISPOCA93407NOT RELATEDPCEXEMPT PURPOSE$3,000
CAMP JABBERWOCKY
PO BOX 1357VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$750
CAPE & ISLDS VETERANS OUTREACH
111 EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,500
CAPE COD MARATHON
PO BOX 699WEST FALMOUTHMA02574NOT RELATEDPCEXEMPT PURPOSE$5,000
CAPE SYMPHONY YOUTH ORCHESTRA
2235 IYANNOUGH ROAD ROUTE 132WEST BARNSTABLEMA02668NOT RELATEDPCEXEMPT PURPOSE$2,750
CAPE WELLNESS COLLABORATIVE
11 POTTER AVENUEHYANNISMA02601NOT RELATEDPCEXEMPT PURPOSE$500
CLARK UNIV
950 MAIN STREETWORCESTERMA01610NOT RELATEDPCEXEMPT PURPOSE$2,500
COLLEGE LIGHT OPERA COMPANY
PO BOX 906FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$3,500
COLORADO ST UNIV
6015 CAMPUS DELIVERYFORT COLLINSCO80523NOT RELATEDPCEXEMPT PURPOSE$3,000
CONNECTICUT COLLEGE
270 MOHEGAN AVENUENEW LONDONCT06320NOT RELATEDPCEXEMPT PURPOSE$2,500
DC SHERIFF'S ASSOC
PO BOX 2215VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
DIGNITY MATTERS
PO BOX 72WAYLANDMA01778NOT RELATEDPCEXEMPT PURPOSE$5,222
DUKES COUNTY HOUSING AUTHORITY
346 STATE ROADEDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$500
EDGARTOWN BOARD OF TRADE
PO BOX 5134EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$1,000
EDGARTOWN FIREMENS ASSOC
PO BOX 737EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$1,000
FALMOUTH ACADEMY
7 HIGHFIELD DRIVEFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$1,000
FALMOUTH ART CENTER
PO BOX 660FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$2,500
FALMOUTH CHORALE
PO BOX 12FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$3,000
FALMOUTH CMNTY TV
310 DILLINGHAM AVENUE UNIT AFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH EDU FOUNDATION
PO BOX 1061FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$750
FALMOUTH FIGURE SKATING
9 TECHNOLOGY PARK DRIVEEAST FALMOUTHMA02536NOT RELATEDPCEXEMPT PURPOSE$500
FALMOUTH GARDEN CLUB
PO BOX 487FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH HISTORICAL SCTY
PO BOX 174FALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH HOUSING TRUST
PO BOX 465FALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$20,750
FALMOUTH HS GIRLS HOCKEY
82 KOMPASS DRIVEEAST FALMOUTHMA02536NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH PUBLIC SCHOOLS
340 TEATICKET HIGHWAYEAST FALMOUTHMA02536NOT RELATEDPCEXEMPT PURPOSE$5,862
FALMOUTH SCHOLARSHIP ASSOC
PO BOX 369FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH SENIOR CTR
780 MAIN STREETFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH SERVICE CTR
611 GIFFORD STREETFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$250
FALMOUTH TOGETHER WE CAN
PO BOX 303FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$5,000
FALMOUTH VILLAGE ASSOC
PO BOX 614FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$7,500
FARMING FALMOUTH
PO BOX 2322TEATICKETMA02536NOT RELATEDPCEXEMPT PURPOSE$250
FEATHERSTONE CENTER FOR ARTS
PO BOX 1145OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$20,950
FERNFEATHER PRESCHOOL
PO BOX 494VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,000
FRIENDS OF EDG COUNCIL ON AGING
PO BOX 1295EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$500
FRIENDS OF EDG PUBLIC LIBRARY
PO BOX 3292EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$4,000
FRIENDS OF FAMILY PLANNING
PO BOX 4165VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$750
FRIENDS OF SENGE
PO BOX 740EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$200
FRIENDS OF VH LIBRARY
PO BOX 4961VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
FUEL
PO BOX 1233VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$6,925
GALAXY GALLERY
99 DUKES COUNTY AVENUEOAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$500
GAY HEAD LIGHTHOUSE
955 STATE ROADAQUINNAHMA02535NOT RELATEDPCEXEMPT PURPOSE$5,000
GREAT POND FOUNDATION
PO BOX 9000EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$1,000
HABITAT FOR HUMANITY CC
411 MAIN STREET SUITE 6YARMOUTH PORTMA02675NOT RELATEDPCEXEMPT PURPOSE$10,000
HARBOR HOMES MV
PO BOX 4795VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,500
HEALTH IMPRERATIVES
942 WEST CHESTNUT STREETBROCKTONMA02301NOT RELATEDPCEXEMPT PURPOSE$2,500
HEALTHY AGING MV
111 EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$15,000
HIGHFIELD HALL
PO BOX 494FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$1,000
HOLY GHOST ASSOC
PO BOX 2203OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$500
HOSPICE & PALLIATIVE CARE OF MV
PO BOX 1748VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$14,350
INDIANA UNIV
PO BOX 7237INDIANAPOLISIN46207NOT RELATEDPCEXEMPT PURPOSE$2,500
ISLAND AUTISM GRP
PO BOX 2786EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$28,250
ISLAND FOOD PANTRY
PO BOX 662VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$950
ISLAND GROWN INITIATIVE
PO BOX 662VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$5,500
ISLAND HEALTH CARE
PO BOX 9000EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$166,521
ISLAND HOUSING TRUST
PO BOX 779WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$50,500
ISLD THEATRE WORKSHOP
PO BOX 1893VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,000
JOE Q VETERAN
PO BOX 1423NORTH FALMOUTHMA02566NOT RELATEDPCEXEMPT PURPOSE$1,500
MASS AUDUBON
PO BOX 494VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$8,234
MBA CHARITABLE FOUNDATION
ONE WASHINGTON MALL 8TH FLOORBOSTONMA02108NOT RELATEDPCEXEMPT PURPOSE$2,000
MISTY MEADOWS
55 MISTY MEADOWS LANEVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$3,000
MV AG SOCIETY
PO BOX 73WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$350
MV ARENA
111R EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$2,500
MV ART ASSOC
PO BOX 761EDGARTOWNMA02568NOT RELATEDPCEXEMPT PURPOSE$500
MV BOYS & GIRLS CLUB
PO BOX 654EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$12,500
MV CANCER SPPT
PO BOX 2214VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$5,775
MV CENTER FOR LIVING
PO BOX 1729VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,500
MV COMMUNITY FOUNDATION
PO BOX 243WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$500
MV DIAMOND CLUB
PO BOX 2693OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$250
MV FIGURE SKATING CLUB
PO BOX 1542VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$3,000
MV FILM SOCIETY
PO BOX 4423VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$2,000
MV FISHERMEN'S PRESERVATION TR
PO BOX 96MENEMSHAMA02552NOT RELATEDPCEXEMPT PURPOSE$5,000
MV GARDEN CLUB
PO BOX 5061VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$250
MV HOSPITAL
PO BOX 4177OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$5,015
MV LITTLE LEAGUE
PO BOX 2653OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$1,500
MV MEDIATION
PO BOX 761VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$5,000
MV MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
MV PLAYHOUSE
PO BOX 2452VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
MV PUBLIC CHARTER SCHOOL
PO BOX 1150WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$2,600
MV PUBLIC SCHOOLS
4 PINE STREETVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$12,574
MV SHELLFISH
PO BOX 1552OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$500
MV YOUTH HOCKEY
PO BOX 2319VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,000
MVCS
111 EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$600
MVYOUTH
PO BOX 654CHILMARKMA02535NOT RELATEDPCEXEMPT PURPOSE$1,999
NAACP OF MV
PO BOX 1513OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$1,000
NEIGHBORHOOD FALMOUTH
20 ACADEMY LANEFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$6,700
PENIKESE SCHOOL
PO BOX 161WOODS HOLEMA02543NOT RELATEDPCEXEMPT PURPOSE$5,000
PEOPLE FOR CATS
PO BOX 422WEST FALMOUTHMA02574NOT RELATEDPCEXEMPT PURPOSE$250
RED STOCKING FUND
PO BOX 600EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$1,932
ROTARY CLUB FALMOUTH
PO BOX 293FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$8,000
ROTARY CLUB MV
PO BOX 1951EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$1,000
SAIL MV
PO BOX 1998VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$2,500
SANDY PAWS RESCUE
PO BOX 1772VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$3,075
SASSAFRAS EARTH EDU
5 CHURCH STREETAQUINNAHMA02535NOT RELATEDPCEXEMPT PURPOSE$700
SEA THE WORLD PRODMVFF
PO BOX 592CHILMARKMA02535NOT RELATEDPCEXEMPT PURPOSE$8,500
SECOND CHANCE RESCUE
25 JUNE AVENUEVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,250
SHERIFFS MEADOW FOUNDATION
PO BOX 1088VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$15,000
STEVENS INSTITUTE OF TECH
ONE CASTLE POINT ON HUDSONHOBOKENNJ07030NOT RELATEDPCEXEMPT PURPOSE$2,500
SUNNY PAWS RESCUE
36 FAITHS WAYEAST FALMOUTHMA02536NOT RELATEDPCEXEMPT PURPOSE$909
THE 300 COMMTTE LAND TRUST
157 LOCUST STREETFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$5,000
THE COTTAGERS INC
PO BOX 2595OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$1,000
THE UNIVERSITY OF TAMPA
401 WEST KENNEDY BLVDTAMPAFL33606NOT RELATEDPCEXEMPT PURPOSE$3,000
THE YARD
PO BOX 405CHILMARKMA02535NOT RELATEDPCEXEMPT PURPOSE$5,000
TILTON TENTS
147 EDGARTOWN VINEYARD HAVEN ROADVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$700
TISBURY FIREFIGHTERS ASSOC
PO BOX 1313VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,000
TISBURY PRINTER
PO BOX 1674VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$132
TOMMY'S PLACE FOUNDATION INC
90 SHORE AVENUEQUINCYMA02169NOT RELATEDPCEXEMPT PURPOSE$1,000
TRINITY COLLEGE NO 7 AC
215 WHITMORE BLDG 181 PRESIDENTS DRAMHERSTMA01003NOT RELATEDPCEXEMPT PURPOSE$3,000
UMASS AMHERST
215 WHITMORE BLDG 181 PRESIDENTS DRAMHERSTMA01003NOT RELATEDPCEXEMPT PURPOSE$14,500
UNH
11 GARRISON AVENUEDURHAMNH03824NOT RELATEDPCEXEMPT PURPOSE$3,000
VCS
PO BOX 2189VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$1,000
VINEYARD HEALTH CARE
PO BOX 1298WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$500
VINEYARD HOUSE
PO BOX 4599VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$8,000
VINEYARD INDEPENDENCE PARTNERSHIP
PO BOX 1204WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$1,250
VINEYARD MONTESSORI
286 MAIN STREETVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$25,000
VINEYARD PLAYHOUSE
PO BOX 2452VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$500
VINEYARD SOCCER BOOSTERS
PO BOX 67OAK BLUFFSMA02557NOT RELATEDPCEXEMPT PURPOSE$500
WE CAN
783 ROUTE 28HARWICH PORTMA02646NOT RELATEDPCEXEMPT PURPOSE$500
WEST FALMOUTH LIBRARY
PO BOX 1209WEST FALMOUTHMA02574NOT RELATEDPCEXEMPT PURPOSE$890
WINGS FOR FALMOUTH FAMILIES
PO BOX 843FALMOUTHMA02541NOT RELATEDPCEXEMPT PURPOSE$5,250
WOODS HOLE CHILD CENTER
272 WOODS HOLE ROADFALMOUTHMA02540NOT RELATEDPCEXEMPT PURPOSE$500
WOODS HOLE FILM FESTIVAL
PO BOX 624WOODS HOLEMA02543NOT RELATEDPCEXEMPT PURPOSE$1,000
WOODS HOLE PUBLIC LIBRARY
581 WOODS HOLE ROADWOODS HOLEMA02543NOT RELATEDPCEXEMPT PURPOSE$5,250
WORCESTER POLY TECH
100 INSTITUTE ROADWORCESTERMA01609NOT RELATEDPCEXEMPT PURPOSE$3,000
YMCA CAPE COD
100 INDEPENDENCE DRIVE SUITE 2HYANNISMA02601NOT RELATEDPCEXEMPT PURPOSE$20,750
YMCA MV
111 EDGARTOWN VINEYARD HAVEN RDVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$250
YOU'VE GOT A FRIEND
PO BOX 1317WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$709,425TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING (FUEL)
PO BOX 1233VINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$100,000
ISLAND AUTISM
PO BOX 2786EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$50,000
ISLAND HEALTH CARE
PO BOX 9000EDGARTOWNMA02539NOT RELATEDPCEXEMPT PURPOSE$250,000
ISLAND HOUSING TRUST
PO BOX 779WEST TISBURYMA02575NOT RELATEDPCEXEMPT PURPOSE$200,000
MARTHA'S VINEYARD COMMUNITY SERVICES
111 EDGARTOWN VINEYARD HAVEN ROADVINEYARD HAVENMA02568NOT RELATEDPCEXEMPT PURPOSE$800,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,400,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,775ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,580ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,355ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,355TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1VINEYARD BANCORP MHCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line178 MAIN STREETAddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$2,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,850DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,783,190BookValueAmt
EOYFMV$2,783,190EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL EXPENSESCategoryTxt
Legal Fees$170LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$170DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$438,939Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING EXPENSE$34,260$0$34,260
ONE FALMOUTH EVENT EXPENSES$12,873$0$12,873
MISCELLANEOUS$125$0$125
STATE FILING FEE$500$0$500
COMPUTER SERVICERS CHARGERS$2,992$0$2,992
CT CORPORATION$351$0$351

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySHARP LEHMAN CONSULTING LLCCategoryTxt
Amt$71,298Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$71,298DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$5,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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