2022-11-13T16:40:22-06:00 2021-12-31 873707167 CBIZ MARKS PANETH LLC 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2021-01-01 134200820 PHILIP EVANS SCHOLARSHIP FOUNDATION PHIL 9144154144 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 NANCY MCCABE PRESIDENT 9144154144 2022-11-11 1 NANCY MCCABE 999009999 SCOTT M BRENNER P01247233 9145249000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z NANCY MCCABE 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 1007619 0 X VINEYARDVISION.ORG X 2001 DE THE PRIMARY EXEMPT PURPOSE OF THE PHILIP EVANS SCHOLARSHIP FOUNDATION IS TO PROVIDE AN EXTRAORDINARY HIGHER EDUCATION FOR SELECTED SCHOLARS. 4 3 2 3 0 0 75000 450000 0 0 418849 578500 -39119 -20881 454730 1007619 714255 1064843 0 0 135063 137875 0 0 0 51986 56276 901304 1258994 -446574 -251375 8624895 8195797 16500 17588 8608395 8178209 X AMONG THE PURPOSES OF THE PHILIP EVANS FOUNDATION IS THE AWARDING OF SCHOLARSHIP GRANTS TO OTHER 501(C) (3) CHARITIES AND/OR DIRECTLY TO THE INDIVIDUALS TO ENABLE THEM TO PURSUE STUDIES OR CONDUCT RESEARCH TO MEET THE REQUIREMENTS OF A DEGREE, GRADUATE DEGREE, PROFESSIONAL CERTIFICATION OR OTHER APPROPRIATE TRAINING, AND THE AWARDING OF STIPENDS FOR INTERNSHIPS, TRAVEL EXPENSE GRANTS, TECHNOLOGY GRANTS AND OTHER EDUCATIONAL PROGRAM GRANTS TO PROVIDE A SCHOLARSHIP EXPERIENCE THAT EXTENDS BEYOND TRADITIONAL TUITION, ROOM AND BOARD SCHOLARSHIP PROGRAMS. 0 0 1197336 1064843 DESCRIPTION: MARTHA'S VINEYARD VISION FELLOWSHIPIN 2021, THE PHILIP EVANS SCHOLARSHIP FOUNDATION SUPPORTED 26 INDIVIDUALS FROM MARTHA'S VINEYARD WORKING IN FIELDS RELATED TO SUSTAINABILITY ON THE ISLAND THROUGH THE MARTHA'S VINEYARD VISION FELLOWSHIP. THE FELLOWSHIP PROVIDED TUITION, ROOM AND BOARD, COMPUTERS AND OPPORTUNITY GRANTS FOR INDIVIDUALS IN UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AND PROVIDED FUNDS FOR CAREER ENHANCEMENT ACTIVITIES FOR PROFESSIONALS IN NON-DEGREE PROGRAMS. NEW VISION FELLOWS WERE INTERVIEWED AND SELECTED IN MARCH. SINCE JANUARY 1, 2014 AN ON-ISLAND PROGRAM OFFICER HAS MANAGED THIS PROGRAM. 1197336 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 5 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY MA X NANCY MCCABE PRESIDENT 9144154142 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 X JENNIFER MAGNONE SECT'Y/TREAS. 1.00 3.50 X X 0 0 0 KAREN K DAVIS DIRECTOR 1.00 1.00 X 0 0 0 NANCY MCCABE PRESIDENT 4.00 55.00 X X 0 394793 67608 NANCY S KOHLBERG CHAIRMAN 1.00 7.75 X X 0 0 0 0 394793 67608 0 0 1 0 0 450000 450000 115821 115821 462679 0 462679 462679 462679 KISCO TAX EXEMPT INVES 523000 -20881 -20881 -20881 1007619 0 0 557619 508077 508077 556766 556766 116356 96285 20071 9551 9551 1782 1782 10186 7764 2422 17325 17325 12041 4011 8030 160 160 5315 3472 1843 1490 1490 6000 6000 955 955 673 673 636 636 9212 510 8702 FOREIGN TAXES ON K-1 1960 1960 STATE TAXES/LICENSES 509 509 1258994 1197336 61658 0 117047 78327 2219935 1435009 21936 2894 498 8815 7135 2316 1680 6282307 6658347 396 0 8624895 8195797 16500 17588 16500 17588 X 8608395 8178209 8608395 8178209 8624895 8195797 -251375 -178811 0 X X 0 1 X 1 0 X 450000 500000 3075000 75000 450000 4550000 450000 500000 3075000 75000 450000 4550000 316006 4233994 128600 131789 163395 135239 115821 674844 5224844 0.81040 0.85660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8270 6719 1551 545 416 129 1680 KISCO TAX-EXEMPT INVESTORS LLC 6658347 F 6658347 X 864779 -178811 37935 -1964 -142840 1007619 0 1007619 1294965 37935 -1964 35971 1258994 0 1258994 PART X, LINE 2: THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX PROVISIONS AS REQUIRED BY ACCOUNTING PRACTICES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2021, THE FOUNDATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN TAXES ON K-1 -1,964. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOREIGN TAXES ON K-1 -1,964. 1 ISLAND GROWN INITIATIVE PO BOX 622 VINEYARD HAVEN MA 02568 205773892 501(C)(3) 55200 0 GRANTS FOR COMPOSTING PROJECT MARTHA'S VINEYARD PUBLIC SCHOOL 4 PINE STREET VINEYARD HAVEN MA 02568 046006142 501(C)(3) 50000 0 MULTI-TIERED SYSTEM OF CARE MV PUBLIC SCHOOLS PROJECT. MARTHA'S VINEYARD HOSPITAL 1 HOSPITAL ROAD PO BOX 1477 OAK BLUFFS MA 02557 042104691 118 19375 0 SUPPORT ELDERLY OWN HOME AFFORDABILITY THRU MV HOSPITAL. VINEYARD INDEPENDENCE PARTNERSHIP PO BOX 1204 TISBURY MA 02575 042867826 501(C)(3) 23564 0 2ND INSTALLMENT AND REMAINING BALANCE FOR VIP CONNECTION (MV ADULTS WITH DISABILITIES). BIODIVERSITYWORKS 455 STATE ROAD PMB 179 VINEYARD HAVEN MA 02568 431331825 501(C)(3) 67388 0 NATURAL NEIGHBORS PROJECT VINEYARD CONSERVATION SOCIETY PO BOX 2189 MARY P WAKEMAN CENTER VINEYARD HAVEN MA 02568 042439882 501(C)(3) 82000 0 COMPOSTING PROJECT MARTHA'S VINEYARD COMMUNITY SERVICES 111 EDGARTOWN ROAD VINEYARD HAVEN MA 02568 042301598 501(C)(3) 68000 0 EARLY CHILDHOOD COORDINATOR PROJECT DUKES COUNTY PO BOX 9000 EDGARTOWN MA 02539 046001422 118 25199 0 LANGUAGE ACCESS NETWORK PROJECT FOR THE ISLAND MARTHA'S VINEYARD FILM SOCIETY PO BOX 4423 VINEYARD HAVEN MA 02568 611476858 501(C)(3) 76750 0 ICAN FILM PROJECT MARTHA'S VINEYARD COMMUNITY FOUNDATION INC PO BOX 243 WEST TISBURY MA 02568 042774790 501(C)(3) 15601 0 TICK LAB & TICK BORNE ILLNESS EDUCATION & REDUCTION PROGRAM ISLAND HEALTH INC PO BOX 1619 WEST TISBURY MA 02575 470870772 501(C)(3) 25000 0 PUBLIC HEALTH COLLABORATIVE PROJECT 11 TUITION/PROGRAM FEE, ROOM AND BOARD LIVING EXPENSES (CREDIT AND NON-CREDIT PROGRAMS) 26 500888 OPPORTUNITY GRANTS (TRAVEL, STUDY ABROAD AND OTHER EDUCATION ENRICHMENT) 4 6829 SPONSOR GRANTS (INTERN STIPEND & GRANT) 8 36435 COMPUTER GRANT 1 3299 MV COMMUNITY VISION GRANT 1 9315 PART I, LINE 2: PROGRAM DIRECTOR REVIEWS REQUESTS, CONDUCTS DUE DILIGENCE, VISITS THE APPLICANT AND MONITORS GRANT ACTIVITIES THROUGH THE AWARD PERIOD. 0 0 0 0 0 0 0 0 0 NANCY MCCABE PRESIDENT 0 394564 0 0 0 229 0 37390 0 30218 0 462401 0 0 FORM 990, PART V, LINE 2A W-2S ARE ISSUED BY PRESTIGE EMPLOYEE ADMINISTRATORS INC FEIN: 11-3448580 FORM 990, PART VI, SECTION A, LINE 2 KAREN DAVIS AND NANCY KOHLBERG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A PDF VERSION OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO EACH OFFICER AND DIRECTOR BEFORE THE FORM 990 IS FILED WITH A REQUEST FOR ACKNOWLEDGEMENT, QUESTIONS AND COMMENTS DUE BY THE FILING DATE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EVERY MEMBER REVIEWS AND SIGNS A DISCLOSURE FORM AT THE ANNUAL MEETING. ALL CONTRACTS, GRANTS AND AWARDS ARE SCREENED TO IDENTIFY ANY CONFLICTS AND ENSURE ALL AFFILIATED PARTIES RECUSE THEMSELVES APPROPRIATELY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VII AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS BY NANCY MCCABE- 1) KISCO FOUNDATION, INC. - 5 HOURS 2) CABBAGE HILL FARM FOUNDATION, INC. - 4 HOURS 3) PLAN FOR SOCIAL EXCELLENCE, INC. - 2 HOURS 4) KOHLBERG FOUNDATION, INC. - 40 HOURS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION BY KAREN DAVIS - 1) CABBAGE HILL FARM FOUNDATION, INC. - 1 HOUR AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS BY JENNIFER MAGNONE - 1) KISCO FOUNDATION, INC. - 2 HOURS 2) CABBAGE HILL FARM FOUNDATION, INC. - 1 HOUR 3) KOHLBERG FOUNDATION, INC. - 1 HOUR AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS BY NANCY KOHLBERG - 1) KOHLBERG FOUNDATION, INC. - 1 HOUR 2) PLAN FOR SOCIAL EXCELLENCE, INC. - .25 HOUR 3) CABBAGE HILL FARM FOUNDATION, INC. - 5 HOURS 4) KISCO FOUNDATION, INC. - 2 HOURS FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE KISCO FOUNDATION INC 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 611411259 PROVIDE ASSISTANCE TO OTHER 501(C)(3)'S NY 501(C)(3) LINE 7 N/A 0 THE KOHLBERG FOUNDATION 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 133496263 SUPPORTS ORGS IN THE FIELDS OF HEALTH & MEDICAL, EDUCATION & THE ENVIRONMENT NY 501(C)(3) PF N/A 0 CABBAGE HILL FARM FDN 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 133914519 PRESERVE HISTORIC FARM ANIMALS, AQUIPONICS & AGRICULTURAL TECHNIQUES NY 501(C)(3) PF N/A 0 THE PLAN FOR SOCIAL EXCELLENCE INC 84 BUSINESS PARK DRIVE 304 ARMONK NY 10504 066082681 JOURNALISM EDUCATION/HISTORIC PRESERVATION/COMMUNITY ENGAGEMENT NY 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0