MARTHAS VINEYARD COMMUNITY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTHAS VINEYARD COMMUNITY FOUNDATION INC (EIN 84-2084322)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-14
- IRS object ID
- 202302269349302610
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T15:56:12-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842084322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA'S VINEYARD COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 5083384665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 243 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISABELLE LEW | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5083384665 | PhoneNum |
| Signature | 2023-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ISABELLE | PersonFirstNm |
| Person Last | LEW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE A ANDREWS | PreparerPersonNm |
| PTIN | P00514653 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2023-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ISABELLE LEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 243 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,849,180 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARTHASVINEYARDCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,960,363 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,347,979 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $739,804 | PYInvestmentIncomeAmt |
| CY Investment Income | $825,789 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,230 | PYOtherRevenueAmt |
| CY Other Revenue | -$66,377 | CYOtherRevenueAmt |
| PY Total Revenue | $2,758,397 | PYTotalRevenueAmt |
| CY Total Revenue | $4,107,391 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,229,434 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,488,845 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $253,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $297,741 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,242 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $600,376 | PYOtherExpensesAmt |
| CY Other Expenses | $620,845 | CYOtherExpensesAmt |
| PY Total Expenses | $2,083,546 | PYTotalExpensesAmt |
| CY Total Expenses | $3,407,431 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $674,851 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $699,960 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,148,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,166,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $355,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $571,337 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,792,302 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,594,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,933,696 | ExpenseAmt |
| Grant | $2,488,845 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $2,933,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 5083384665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 243 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| EMILY BRAMHALL | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $120,000 | $0 | $5,000 | |
| OLLIE BECKER | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CAROL BIONDI | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JULIE FAY | ||||||
| VICE-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ARIELLE FARIA | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CARLENE J GATTING | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ADRIANA IGNACIO | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ISABELLE LEW | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARD MILLER | ||||||
| FORMER TREAS | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELLEN PESCH | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| LISA REAGAN | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MITCH RUBIN | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ALEC WALSH | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES WEISS | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $49,946 | FundraisingAmt |
| Government Grants | $1,102,905 | GovernmentGrantsAmt |
| All Other Contributions | $2,195,128 | AllOtherContributionsAmt |
| Noncash Contributions | $369,837 | NoncashContributionsAmt |
| Total Contributions | $3,347,979 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,603 | TotalRevenueColumnAmt |
| Exclusion | $357,603 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,163,948 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,695,651 | SecuritiesAmt |
| Other | $111 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $468,297 | SecuritiesAmt |
| Other | -$111 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$111 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $468,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $49,946 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,027 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,027 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$20,350 | TotalRevenueColumnAmt |
| Exclusion | -$20,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$20,350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,107,391 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$111 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $805,550 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,148,345 | TotalAmt |
| Program Services | $2,148,345 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,500 | TotalAmt |
| Program Services | $340,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,000 | TotalAmt |
| Management And General | $125,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,975 | TotalAmt |
| Management And General | $144,975 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,266 | TotalAmt |
| Management And General | $20,266 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,025 | TotalAmt |
| Program Services | $63,025 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500 | TotalAmt |
| Management And General | $14,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Program Services | $80,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,027 | TotalAmt |
| Management And General | $58,027 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,302 | TotalAmt |
| Management And General | $3,302 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320 | TotalAmt |
| Fundraising | $1,320 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,386 | TotalAmt |
| Management And General | $13,386 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,890 | TotalAmt |
| Management And General | $19,890 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,906 | TotalAmt |
| Management And General | $25,906 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,609 | TotalAmt |
| Management And General | $3,609 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,132 | TotalAmt |
| Management And General | $8,132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROJECT COSTS | $301,826 | $301,826 | |
| NEWSLETTER/ANNUAL REPORT | $18,694 | $18,694 | |
| OTHER DEVELOPMENT EXPENSE | $8,228 | $8,228 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,407,431 | TotalAmt |
| Program Services | $2,933,696 | ProgramServicesAmt |
| Management And General | $445,493 | ManagementAndGeneralAmt |
| Fundraising | $28,242 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,115 | BOYAmt |
| EOY | $466,084 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,602 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810 | BOYAmt |
| EOY | $2,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,806 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,413 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,051 | BOYAmt |
| EOY | $12,393 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,749,958 | BOYAmt |
| EOY | $13,486,937 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,259 | BOYAmt |
| EOY | $97,816 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,148,193 | BOYAmt |
| EOY | $14,166,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,325 | BOYAmt |
| EOY | $115,588 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,600 | BOYAmt |
| EOY | $130,031 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,966 | BOYAmt |
| EOY | $325,718 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,891 | BOYAmt |
| EOY | $571,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,169,354 | BOYAmt |
| EOY | $6,604,600 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,622,948 | BOYAmt |
| EOY | $6,990,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,792,302 | BOYAmt |
| EOY | $13,594,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,148,193 | BOYAmt |
| EOY | $14,166,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $699,960 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,779,350 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$118,092 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $624,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $933,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,373,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,960,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,347,979 | CurrentTaxYearAmt |
| Total | $8,239,520 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $624,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $933,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,373,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,960,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,347,979 | CurrentTaxYearAmt |
| Total | $8,239,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $397,077 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,842,443 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $343,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $357,603 | CurrentTaxYearAmt |
| Total | $1,498,862 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$20,350 | CurrentTaxYearAmt |
| Total | $54,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,792,834 | TotalSupportAmt |
| Public Support CY170 | 0.80080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | NET ADMIN FEES AND OTHER MISC 74,802 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,315,431 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,395,431 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $319,772 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,943 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $319,772 | CurrentYearAmt |
| Total | $319,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $479,658 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,000 | CurrentYearAmt |
| Total | $80,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $79,943 | CurrentYearAmt |
| Total | $79,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $119,915 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | THIS ACTIVITY IS NEW FOR THIS ORGANIZATION, THERE WERE NO PRIOR YEAR LOBBYING EXPENDITURES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $53,856 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $43,924 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,443 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,294,047 | BeginningYearBalanceAmt |
| Contributions | $330,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,935,514 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $827,573 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,929 | OtherExpendituresAmt |
| End Year Balance | $11,831,270 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,439,417 | BeginningYearBalanceAmt |
| Contributions | $382,444 | ContributionsAmt |
| Investment Earnings Or Losses | $1,556,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $733,062 | GrantsOrScholarshipsAmt |
| Other Expenditures | $350,906 | OtherExpendituresAmt |
| End Year Balance | $14,294,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,058,298 | BeginningYearBalanceAmt |
| Contributions | $234,090 | ContributionsAmt |
| Investment Earnings Or Losses | $1,849,502 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $474,194 | GrantsOrScholarshipsAmt |
| Other Expenditures | $228,279 | OtherExpendituresAmt |
| End Year Balance | $13,439,417 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,640,378 | BeginningYearBalanceAmt |
| Contributions | $339,070 | ContributionsAmt |
| Investment Earnings Or Losses | $2,079,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,794,929 | GrantsOrScholarshipsAmt |
| Other Expenditures | $205,496 | OtherExpendituresAmt |
| End Year Balance | $12,058,298 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,293,280 | BeginningYearBalanceAmt |
| Contributions | $135,430 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,077,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $423,586 | GrantsOrScholarshipsAmt |
| Other Expenditures | $287,541 | OtherExpendituresAmt |
| End Year Balance | $11,640,378 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,413 | DepreciationAmt |
| Book Value | $12,393 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,393 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT LIABILITY | $234,902 |
| LEASE LIABILITIES | $90,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $325,718 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,197,949 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,779,350 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,027 | OtherRevenueAmt |
| Revenue Not Reported | -$2,733,323 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,931,272 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $58,027 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $118,092 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $176,119 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,107,391 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,395,431 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $46,027 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,027 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,349,404 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $58,027 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $58,027 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,407,431 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THESE 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 2019. 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 QUALFIY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSES 46,027 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | GIFTS TO AGENCY ENDOWMENT FUNDS 118,092 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES 46,027 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHAPPY POINT TO | Event1Nm |
| Gross Receipts Event1 | $48,526 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,526 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $43,987 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $48,526 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,526 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $43,987 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,987 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,987 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DUKES COUNTY REGIONAL HOUSING | ||||||||
| AUTHORITY | PO BOX 4538 | VINEYARD HAVEN | MA | 02568 | 046001422 | GOV | $35,000 | RENTAL RELIEF |
| DUKES COUNTY SOCIAL SERVICES | ||||||||
| PO BOX 190 | EDGARTOWN | MA | 02539 | 046001422 | GOV | $76,740 | HEALTH CARE ACCESS | |
| FIRST CONGREGATIONAL CHURCH OF | ||||||||
| WEST TISBURY | PO BOX 3000 | WEST TISBURY | MA | 02539 | 042555954 | 501C3 | $10,000 | FOOD OUTREACH |
| FUEL INC | ||||||||
| 75 SUMMER STREET | VINEYARD HAVEN | MA | 02568 | 814752116 | 501C3 | $8,500 | MV STUDENTS | |
| HARBOR HOMES OF MV | ||||||||
| PO BOX 4795 | VINEYARD HAVEN | MA | 02568 | 832996138 | 501C3 | $25,250 | EMERGENCY SHELTER | |
| HEALTHY AGING MARTHA'S VINEYARD | ||||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | 042301598 | 501C3 | $55,000 | GOGOGRANDPARENTS | |
| ISLAND ELDERLY HOUSING INC | ||||||||
| 608 VILLAGE ROAD | VINEYARD HAVEN | MA | 02568 | 042638453 | 501C3 | $7,124 | COMMUNITY GARDEN | |
| ISLAND GROWN INITIATIVE | ||||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | 205773892 | 501C3 | $712,768 | FOOD INSECURITY | |
| MARTHA'S VINEYARD BOYS AND | ||||||||
| GIRLS CLUB | PO BOX 654 | EDGARTOWN | MA | 02568 | 042104167 | 501C3 | $71,844 | PROGRAM SUPPORT |
| MARTHA'S VINEYARD CENTER FOR LIVING | ||||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | 042545770 | 501C3 | $101,110 | PROGRAM SUPPORT | |
| MARTHA'S VINEYARD COMMISSION | ||||||||
| PO BOX 1447 | OAK BLUFFS | MA | 02568 | GOV | $25,080 | CLIMATE ACTION | ||
| MARTHA'S VINEYARD COMMUNITY SERVICE | ||||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | 042301598 | 501C3 | $55,870 | TRANSPORTATION | |
| MARTHA'S VINEYARD HOSPITAL | ||||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | 042104691 | 501C3 | $21,066 | PROGRAM SUPPORT | |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 207 SOUTH GATE ROAD | LINCOLN | MA | 01773 | 042104702 | 501C3 | $14,400 | FELIX NECK SANCTUARY | |
| THE RED STOCKING FUND | ||||||||
| PO BOX 600 | EDGARTOWN | MA | 02539 | 223291208 | 501C3 | $7,824 | PROGRAM SUPORT | |
| AQUINNAH CULTURAL CENTER | ||||||||
| 10 BLACK BROOK ROAD | AQUINNAH | MA | 02535 | 043390765 | 501C3 | $10,000 | WAMPANOAG ISLAND | |
| BIODIVERSITYWORKS | ||||||||
| 455 STATE ROAD | VINEYARD HAVEN | MA | 02568 | 431318255 | 501C3 | $7,500 | INVASIVE PLANT | |
| CAMP JABBERWOCKY | ||||||||
| 200 GREENWOOD AVENUE | VINEYARD HAVEN | MA | 02568 | 237188764 | 501C3 | $10,000 | ISLAND RESIDENTS | |
| CHILMARK POND FOUNDATION | ||||||||
| 455 STATE ROAD | VINEYARD HAVEN | MA | 02568 | 825083098 | 501C3 | $124,434 | CHILMARK POND STUDY | |
| CIRCUIT ARTS | ||||||||
| PO BOX 3000 | WEST TISBURY | MA | 02575 | 030550258 | 501C3 | $7,500 | FILMMAKING PROJECT | |
| HEALTH IMPERATIVES INC | ||||||||
| 517 STATE RAOD | VINEYARD HAVEN | MA | 02568 | 042609177 | 501C3 | $15,000 | MV EQUITY NOW | |
| HOSPICE AND PALLIATIVE CARE OF MV | ||||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | 042770996 | 501C3 | $10,701 | BEREAVEMENT EDUC. | |
| MARTHA'S VINEYARD ASSOCIATION OF | ||||||||
| EMERGENCY MEDICAL TECHNICIANS INC | PO BOX 229 | VINEYARD HAVEN | MA | 02568 | 042937507 | 501C3 | $8,110 | PROGRAM FUNDING |
| MARTHA'S VINEYARD FRIENDS MEETING | ||||||||
| PO BOX 1353 | VINEYARD HAVEN | MA | 02568 | 056002914 | 501C3 | $6,010 | PROGRAM SUPPORT | |
| MARTHA'S VINEYARD DIVERSITY COALITI | ||||||||
| PO BOX 9000-221 | EDGARTOWN | MA | 02539 | 853471174 | 501C3 | $24,339 | PROGRAM SUPPORT | |
| MARTHA'S VINEYARD LAND BANK | ||||||||
| PO BOX 2057 | EDGARTOWN | MA | 02539 | GOV | $511,500 | LAND ACQUISITION | ||
| MARTHA'S VINEYARD MUSEUM | ||||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | 042160642 | 501C3 | $7,500 | ORAL HISTORY PRESERV | |
| MARTHA'S VINEYARD PUBLIC CHARTER | ||||||||
| SCHOOL | PO BOX 1150 | WEST TISBURY | MA | 02575 | 043276526 | GOV | $10,000 | DRAMA CLUB |
| MISTY MEADOWS EQUINE LEARNING | ||||||||
| CENTER | 55 MISTY MEADOWS LANE | WEST TISBURY | MA | 02575 | 810774854 | 501C3 | $7,600 | INCREASING ACCESS |
| MV MEDIATION PROGRAM | ||||||||
| 15 MERCHANTS CT 5 | VINEYARD HAVEN | MA | 02568 | 222986634 | 501C3 | $8,500 | YOUTH MEDIATION | |
| SOUTH COASTAL COUNTIES LEGAL | ||||||||
| SERVICES | PO BOX 2507 | FALL RIVER | MA | 02722 | 043330208 | 501C3 | $20,000 | MIGRANT RELIEF |
| THE YARD INC | ||||||||
| PO BOX 405 | CHILMARK | MA | 02535 | 237348937 | 501C3 | $7,500 | DANCE IN THE SCHOOLS | |
| VINEYARD MONTESSORI SCHOOL | ||||||||
| 286 MAIN STREET | VINEYARD HAVEN | MA | 02568 | 042566645 | 501C3 | $10,000 | STRONG START | |
| WOODWELL CLIMATE RESEARCH CENTER | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | 043005094 | 501C3 | $25,000 | CARBON SEQUESTRATION | |
| MV NONPROFIT COLLABORATIVE | ||||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | 900066486 | 501C3 | $7,500 | DEIJ FALL INTENSIVE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR EDUCATIO | GrantTypeTxt |
| Recipient | 111 | RecipientCnt |
| Cash Grant | $340,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT CRITERIA AND APPLICATION REQUIREMENTS INCLUDE THE COMPLETION OF NARRATIVE AND FINANCIAL REPORTING REGARDING THE USE OF FUNDS ANNUALLY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $369,837 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | BROWN ADVISOR SERVES AS THE INVESTMENT MANAGER AND EXECUTES PURCHASES AND SALES IN ACCORDANCE WITH THE INVESTMENT POLICY APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | FUNDRAISING EXPENSES 46,027 GIFTS TO AGENCY ENDOWMENT FUNDS -118,092 FUNDRAISING EXPENSES -46,027 TOTAL -118,092 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS ACTIVITY IS NEW FOR THIS ORGANIZATION, THERE WERE NO PRIOR YEAR LOBBYING EXPENDITURES. | ExplanationTxt |
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