Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 78 MAIN STREET
  Room/suite
City or town
EDGARTOWN
State or province
MA
Country  
ZIP or foreign postal code
02539
A Employer identification number

83-2908212
B Telephone number (see instructions)

5086844266
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,671,828J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,819,579
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 129,409 129,409  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -55,718
b Gross sales price for all assets on line 6a 4,186,489
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,893,270 129,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
11,818 0   11,818
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,120 0   1,120
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
282,117 176   281,941
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,976 0   33,976
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 329,031 176   328,855
25 Contributions, gifts, grants paid....... 1,122,078 1,122,078
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,451,109 176   1,450,933
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,442,161
b Net investment income (if negative, enter -0-) 129,233
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,913,934 3,770,317 3,770,317
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,964,316 Click to see attachment
List of Attached Documents:
// Content
2,901,511 		2,901,511
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,878,250 6,671,828 6,671,828
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,878,250 6,671,828
29 Total net assets or fund balances (see instructions)..... 4,878,250 6,671,828
30 Total liabilities and net assets/fund balances (see instructions). 4,878,250 6,671,828
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,878,250
2
Enter amount from Part I, line 27a .....................
2
1,442,161
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
351,417
4
Add lines 1, 2, and 3 ..........................
4
6,671,828
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,671,828
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF INVESTMENTS P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,186,489   4,242,207 -55,718
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -55,718
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -55,718
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,796
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,796
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,796
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,506
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,506
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 298
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE, MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCHARLES A KROLL Telephone no. (508) 627-4266

Located atPO BOX 1069EDGARTOWNMA ZIP+402539
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALISON SHAW CLERK
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
BETH S COLT DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
DONNA L CUMMENS DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
GEORGE DAVIS DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
GEORGE SANTOS DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
JAMES ANTHONY PRESIDENT/DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
JAMES HAGERTY DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
JENNIFER SMITH TURNER DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
REID SILVA DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
STEVER AUBREY VICE CHAIR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
WAYNE LAMSON ENDED 112025 DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
ISABELLE LEW AS OF 112025 DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
BRETT SANIDAS AS OF 112025 DIRECTOR
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
CHARLES KROLL TREASURER
1.00 		0 0 0
PO BOX 1069
EDGARTOWN,MA02539
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MARTHA'S VINEYARD BANK ADMIN & MANAGEMENT FEES 281,941
78 MAIN STREET
EDGARTOWN,MA02539
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,953,599
b
Average of monthly cash balances.......................
1b
1,892,215
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,845,814
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,845,814
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,687
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,773,127
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
238,656
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
238,656
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,796
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,796
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
236,860
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
236,860
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
236,860
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,450,933
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,450,933
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 236,860
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 539,016
b From 2021...... 514,529
c From 2022...... 650,756
d From 2023...... 1,194,357
e From 2024...... 1,260,707
f Total of lines 3a through e ........ 4,159,365
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,450,933
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 236,860
e Remaining amount distributed out of corpus 1,214,073
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,373,438
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		539,016
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,834,422
10 Analysis of line 9:
a Excess from 2021 .... 514,529
b Excess from 2022 .... 650,756
c Excess from 2023 .... 1,194,357
d Excess from 2024 .... 1,260,707
e Excess from 2025 .... 1,214,073
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACE MV

455 STATE ROAD PMB 105
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 5,000

AMERICAN LEGION #257

PO BOX 257
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000
AMY HEIL NORTON


315 TURNPIKE ST
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 6,250

ANGEL FLIGHT NORTHEAST

492 SUTTON STREET
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 3,000

ANIMAL SHELTER OF MARTHA'S VINYARD

PO BOX 1829
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 11,500

AQUINNAH CULTURAL CENTER

10 BLACK BROOK ROAD
AQUINNAH,MA02535 		NOT RELATED   EXEMPT PURPOSE 1,900

ARTS CAPE COD

PO BOX 521
WELLFLEET,MA02667 		NOT RELATED   EXEMPT PURPOSE 1,400
ASHLEY BRASEFIELD


OFFICE OF THE BURSAR 103 SHIELDS
BUILDING
UNIVERSITY PARK,PA16902 		NOT RELATED   EXEMPT PURPOSE 3,000

BAND FOR BADGES

136 STANHOPE ROAD
EAST FALMOUTH,MA02536 		NOT RELATED   EXEMPT PURPOSE 2,000

BANGII

PO BOX 1150
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 250

BELONGING TO EACH OTHER

PO BOX 343
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 12,000

BIG BROTHERS BIG SISTERS OF CAPE CODE & THE ISLANDS

684 MAIN STREET SUITE 3
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 3,500

BIODIVERSITY WORKS

455 STATE ROAD PMB 179
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 3,500

BIRDSEY CAPE WILDLIFE CENTER

4011 MAIN STREET
BARNSTABLE,MA02630 		NOT RELATED   EXEMPT PURPOSE 1,000
BRAYLIN HATTINGH


PO BOX 1896
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 250
BRIGID MURPHY


315 TURNPIKE ST
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 3,000
BRYCE CIOFFI


27 HEWETT ST
NEILLSVILLE,WI54457 		NOT RELATED   EXEMPT PURPOSE 3,000

BUZZARDS BAY COALITION

114 FRONT STREET
NEW BEDFORD,MA02740 		NOT RELATED   EXEMPT PURPOSE 1,000
CCREANGA


ONE WELLS AVE
NEWTON,MA02459 		NOT RELATED   EXEMPT PURPOSE 6,250

CAL POLYTECH

UNIVERSITY CASHIERS OFFICE 1 GRAND
AVENUE ADMIN 131E
SAN LUIS OBISPO,CA93407 		NOT RELATED   EXEMPT PURPOSE 6,000

CAMP JABBERWOCKY

PO BOX 1357
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 9,700

CAPE COD FOSTER CLOSET

PO BOX 1073
ORLEANS,MA02653 		NOT RELATED   EXEMPT PURPOSE 3,500

CAPE COD MARATHON

PO BOX 699
WEST FALMOUTH,MA02574 		NOT RELATED   EXEMPT PURPOSE 5,000

CAPE COD MUSIC SOCIETY

151 GREAT HILL DR
W BARNSTABLE,MA02668 		NOT RELATED   EXEMPT PURPOSE 1,000

CAPE COD POLICE K-9

PO BOX 582
SOUTH DENNIS,MA02660 		NOT RELATED   EXEMPT PURPOSE 1,000

CAPE WELLNESS COLLABORATIVE

11 POTTER AVENUE
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 4,388

CAROUSEL OF LIGHT

17 MEADOW LANE
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 500
CHARLES PORTERFIELD


30 HEWETT ST
NEILLSVILLE,WI54460 		NOT RELATED   EXEMPT PURPOSE 3,000

CHILMARK PRESCHOOL

8 STATE RD
CHILMARK,MA02535 		NOT RELATED   EXEMPT PURPOSE 200,200

CIRCUIT ARTS

PO BOX 3000 PMB 3175
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 2,500
CLARA MIKOS


124 RAYMOND AVE
POUGHKEEPSIE,NY12604 		NOT RELATED   EXEMPT PURPOSE 3,000

COLORADO STATE UNIVERSITY

CASHIERS OFFICE 6015 CAMPUS
DELIVERY
FORT COLLINS,CO80523 		NOT RELATED   EXEMPT PURPOSE 3,000

COMMUNITY AMBASSADOR PROGRAM

PO BOX 17193
PGH,PA15235 		NOT RELATED   EXEMPT PURPOSE 2,000
DANIEL SERPA


108 MARTS HALL
LEWISBURG,PA17837 		NOT RELATED   EXEMPT PURPOSE 3,000

DARKNESS INTO LIGHT

PO BOX 872
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 500
DENEB LAUNDRE


306 S NEW ST SUITE 464
BETHLEHEM,PA18015 		NOT RELATED   EXEMPT PURPOSE 3,000

DIGNITY MATTERS

PO BOX 72
WAYLAND,MA01778 		NOT RELATED   EXEMPT PURPOSE 3,500

DUFFY HEALTH CENTER

94 MAIN STREET
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 2,000

ELDER SERVICES OF CAPE COD & THE ISLANDS

PO BOX 2337
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 10,500
ELIZABETH LITTON


223 WATERMAN BUILDING 85 SOUTH
PROSPECT STREET
BURLINGTON,VT05405 		NOT RELATED   EXEMPT PURPOSE 3,000
ETHAN OBERTON


STUDENT FINANCIAL SERVICES RAUCH
132 175 FOREST STREET
WALTHAM,MA02452 		NOT RELATED   EXEMPT PURPOSE 3,000

FALMOUTH ACADEMY

7 HIGHFIELD DRIVE
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 1,500

FALMOUTH ART CENTER

PO BOX 660
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 2,500

FALMOUTH BAND PARENTS

PO BOX 196
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 500

FALMOUTH DOG PARKS

PO BOX 93
EAST FALMOUTH,MA02536 		NOT RELATED   EXEMPT PURPOSE 1,500

FALMOUTH EDUCATION FOUNDATION

PO BOX 1061
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 1,350

FALMOUTH HIGH SCHOOL CHORAL BOOSTERS

PO BOX 834
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 500

FALMOUTH HISTORICAL SOCIETY

PO BOX 174
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 1,500

FALMOUTH HOUSING CORPORATION

704 MAIN ST STE D
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 500

FALMOUTH HOUSING TRUST

PO BOX 465
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 64,000

FALMOUTH PUBLIC SCHOOLS

340 TEATICKET HIGHWAY
EAST FALMOUTH,MA02536 		NOT RELATED   EXEMPT PURPOSE 4,021

FALMOUTH SERVICE CENTER

661 MAIN STREET
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 3,000

FALMOUTH VOLUNTEERS IN PUBLIC SCHOOLS

PO BOX 369
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 1,500

FARMING FALMOUTH

PO BOX 2322
TEATICKET,MA02536 		NOT RELATED   EXEMPT PURPOSE 7,500

FEATHERSTONE CENTER FOR THE ARTS

PO BOX 1145
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 25,500
FRANCESCA RAPONI


PO BOX 3139
POCASSET,MA02559 		NOT RELATED   EXEMPT PURPOSE 250

FRIENDS NOBSKA LIGHT

PO BOX 183
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 101,000

FRIENDS OF FAMILY PLANNING

PO BOX 4165
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 500

FRIENDS OF VINEYARD HAVEN PUBLIC LIBRARY

PO BOX 4961
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000
GABRIELA LINO


PO BOX 1150
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 250

GARDEN GATE CHILD DEVELOPMENT CENTER

PO BOX 2666
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

GO VINEYARD RUNNING

PO BOX 240
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

HABITAT HUMANITY MARTHA'S VINEYARD

PO BOX 1093
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 40
HANNAH MURPHY


66 GEORGE STREET
CHARLESTON,SC29424 		NOT RELATED   EXEMPT PURPOSE 3,000

HARBOR HOMES OF MARTHA'S VINEYARD

PO BOX 4795
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 10,500

HEALTH IMPERATIVES

942 WEST CHESTNUT STREET
BROCKTON,MA02301 		NOT RELATED   EXEMPT PURPOSE 5,100

HEALTHY AGING MARTHA'S VINEYARD

111 EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 10,000

HIGHFIELD HALL

PO BOX 494
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 2,500

HOSPICE & PALLIATIVE CARE OF MARTHA'S VINEYARD

PO BOX 1748
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 16,000

HOUSING ASSISTANCE CORPORATION

255 INDEPENDENCE DR
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 11,000

ISLAND AUTISM GROUP

PO BOX 2786
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 7,000

ISLAND CHILDREN'S SCHOOL

PO BOX 1630
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 2,000

ISLAND ELDERLY HOUSING

60B VILLAGE ROAD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,500

ISLAND FOOD PANTRY

PO BOX 662
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 3,000

ISLAND GROWN INITIATIVE

PO BOX 662
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,500

ISLAND HOUSING TRUSTS

PO BOX 779
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 1,000
JOCELYN BALIUNAS


28 HEWETT ST
NEILLSVILLE,WI54458 		NOT RELATED   EXEMPT PURPOSE 3,000

JOE Q VETERANS COFFEE BREAK

PO BOX 1423
NORTH FALMOUTH,MA02566 		NOT RELATED   EXEMPT PURPOSE 1,500
JOHN GALLAGHER


PO BOX 387
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 250
JONATHAN CARDOSO


OFFICE OF THE BURSAR 100 INSTITUTE
ROAD
WORCESTER,MA01609 		NOT RELATED   EXEMPT PURPOSE 3,000
KATHERINE OGDEN


26 HEWETT ST
NEILLSVILLE,WI54456 		NOT RELATED   EXEMPT PURPOSE 3,000
KEEGAN HEFFERAN


29 HEWETT ST
NEILLSVILLE,WI54459 		NOT RELATED   EXEMPT PURPOSE 3,000

KINSHIP HEALS

PO BOX 2236
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

LAGOON POND ASSOCIATION

PO BOX 1978
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

LILY HOUSE

PO BOX 1818
WELLFLEET,MA02667 		NOT RELATED   EXEMPT PURPOSE 100
M MCMANAMON


4400 MASSACHUSETTS AVENUE
NW WASHINGTON,DC20016 		NOT RELATED   EXEMPT PURPOSE 3,000
MALIKA KHALALFA


4400 MASSACHUSETTS AVENUE
NW WASHINGTON,DC20016 		NOT RELATED   EXEMPT PURPOSE 3,000

MARTHA'S VINEYARD AGRICULTURAL SOCIETY

PO BOX 73
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 4,920

MARTHA'S VINEYARD ART ASSOCIATION

PO BOX 761
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 2,000

MARTHA'S VINEYARD BOYS & GIRLS CLUB

PO BOX 654
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 22,000

MARTHA'S VINEYARD CANCER SUPPORT

PO BOX 2214
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 3,500

MARTHA'S VINEYARD CENTER FOR LIVING

PO BOX 1729
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 500

MARTHA'S VINEYARD COMMUNITY FOUNDATION

PO BOX 243
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,050

MARTHA'S VINEYARD COMMUNITY SERVICES-CONNECT TO END VIOLENCE

111 EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 4,355

MARTHA'S VINEYARD COMMUNITY TELEVISION

PO BOX 608
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

MARTHA'S VINEYARD FIGURE SKATE CLUB

PO BOX 1542
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,100

MARTHA'S VINEYARD FILM SOCIETY

PO BOX 4423
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 500

MARTHA'S VINEYARD FISHERMENS PRESERVATION TRUST

PO BOX 96
MENEMSHA,MA02552 		NOT RELATED   EXEMPT PURPOSE 500

MARTHA'S VINEYARD GARDEN CLUB

PO BOX 5061
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

MARTHA'S VINEYARD HOSPITAL

PO BOX 4177
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 1,500

MARTHA'S VINEYARD LITTLE LEAGUE

PO BOX 2653
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 1,500

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND ROAD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,500

MARTHA'S VINEYARD OCEAN ACADEMY

PO BOX 1233
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 251,000

MARTHA'S VINEYARD PLAYHOUSE

PO BOX 2452
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 3,800

MARTHA'S VINEYARD PUBLIC CHARTER SCHOOL

PO BOX 1150
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 2,082

MARTHA'S VINEYARD PUBLIC SCHOOL

4 PINE STREET
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 12,899

MARTHA'S VINEYARD SEXUAL WELLNESS

517 STATE RD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

MARTHA'S VINEYARD SHELLFISH GROUP

PO BOX 1552
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 5,000

MARTHA'S VINEYARD SKATE PARK ASSOCIATION

PO BOX 1297
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 500

MARTHA'S VINEYARD TOUCHDOWN CLUB

PO BOX 4721
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,300

MARTHA'S VINEYARD YOUTH HOCKEY

PO BOX 2319
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 4,885

MASSACHUSETTS AUDUBON SOCIETY

PO BOX 494
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,500

MISTY MEADOWS

55 MISTY MEADOWS LANE
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 6,000

MV DIAMOND CLUB

PO BOX 2693
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 1,000

MV DIVERSITY COALITION

PO BOX 9000-221
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 500

MV HURRICANES

37 CLOUGH LN
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 500

MV SHARKS

PO BOX 2058
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,500

MV YOUTH

PO BOX 654
CHILMARK,MA02535 		NOT RELATED   EXEMPT PURPOSE 26,000

MVRHS GIRLS ICE HOCKEY BOOSTER

31 WEBAQUA ROAD RR3
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 300

MVYRADIO

PO BOX 1148
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 5,400

NAMI CAPE COD & ISLANDS

5 MARK LANE
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 500

NEIGHBORHOOD FALMOUTH

20 ACADEMY LANE
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 4,320

NEW ENGLAND LIFE FLIGHT

150 HANSCOMB DRIVE
BEDFORD,MA01730 		NOT RELATED   EXEMPT PURPOSE 1,500

NORTH FALMOUTH ELEMENTARY PTO

62 OLD MAIN ROAD NORTH
FALMOUTH,MA02556 		NOT RELATED   EXEMPT PURPOSE 500

PENIKESE SCHOOL

PO BOX 161
WOODS HOLE,MA02543 		NOT RELATED   EXEMPT PURPOSE 8,000

PEOPLE FOR CATS

PO BOX 422
WEST FALMOUTH,MA02574 		NOT RELATED   EXEMPT PURPOSE 2,000

PET ADOPTION & WELFARE SERVICE

PO BOX 1636
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 1,000

R RAPPAPORT SCHOLARSHIP FOUNDATION

11066 TURTLE BEACH ROAD
NORTH PALM BEACH,FL33408 		NOT RELATED   EXEMPT PURPOSE 3,000

RED STOCKING FUND

PO BOX 600
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 2,568
ROGER BOTELHO


36 GREENWOOD AVE
EAST FALMOUTH,MA02536 		NOT RELATED   EXEMPT PURPOSE 250

SAIL MARTHA'S VINEYARD

PO BOX 1998
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 6,500

SANDY PAWS

PO BOX 1772
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 6,750

SASSAFRAS EARTH EDU

5 CHURCH STREET
AQUINNAH,MA02535 		NOT RELATED   EXEMPT PURPOSE 1,000

SCORE CAPE CODE & THE ISLANDS

270 COMMUNICATIONS WAY SUITE 5A
HYANNIS,MA02601 		NOT RELATED   EXEMPT PURPOSE 2,500

SECOND CHANCE ANIMAL RESCUE

25 JUNE AVENUE
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 2,000

SHERIFF'S MEADOW FOUNDATION

SUITE 5A
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 50

SUNNY PAWS RESCUE

36 FAITHS WAY
EAST FALMOUTH,MA02536 		NOT RELATED   EXEMPT PURPOSE 5,000

THE FRANKIE FUND

21 CHECAMO PATH
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 7,000

THE RAINBOW PLACE

34 ANTHIERS WAY
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 1,000

TOMMY'S PLACE FOUNDATION INC

90 SHORE AVENUE
QUINCY,MA02169 		NOT RELATED   EXEMPT PURPOSE 1,000

VINEYARD CONSERVATION SOCIETY

PO BOX 2189
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,000

VINEYARD HAVENS

1 UPLAND RD
LEXINGTON,MA02420 		NOT RELATED   EXEMPT PURPOSE 1,000

VINEYARD HOUSE

PO BOX 4599
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 7,600

VINEYARD INDEPENDENCE PARTNERSHIP

PO BOX 1204
WEST TISBURY,MA02575 		NOT RELATED   EXEMPT PURPOSE 500

VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		NOT RELATED   EXEMPT PURPOSE 5,000

VINEYARD YOUTH TENNIS

PO BOX 72
OAK BLUFFS,MA02557 		NOT RELATED   EXEMPT PURPOSE 1,000

WELLESLEY

106 CENTRAL ST
WELLESLEY,MA02481 		NOT RELATED   EXEMPT PURPOSE 3,000
WILLIAM GERLACH


100 INSTITUTE ROAD
WORCESTER,MA01609 		NOT RELATED   EXEMPT PURPOSE 3,000

WINGS FOR FALMOUTH FAMILIES

PO BOX 843
FALMOUTH,MA02541 		NOT RELATED   EXEMPT PURPOSE 500

WOODS HOLE CHILD CENTER

272 WOODS HOLE ROAD
WOODS HOLE,MA02543 		NOT RELATED   EXEMPT PURPOSE 1,000

WOODS HOLE FILM FESTIVAL

PO BOX 624
WOODS HOLE,MA02543 		NOT RELATED   EXEMPT PURPOSE 2,500

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543 		NOT RELATED   EXEMPT PURPOSE 1,000

YMCA MV

111 EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN,MA02568 		NOT RELATED   EXEMPT PURPOSE 1,500

ZEPHYR EDUCATIONAL FOUNDATION

54 WIDGEON ROAD
FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 1,500
Total ................................. 3a 1,122,078
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 129,409  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -55,718  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 73,691 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
73,691
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC
Employer identification number

83-2908212
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
VINEYARD BANCORP MHC
 
78 MAIN STREET
 
EDGARTOWN, MA02539

$ 2,300,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
COLLIS WARNER FOUNDATION
 
201 NORTH UNION STREET SUITE 300
 
ALEXANDRIA, VA22314

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JUDY ISSSOKSON
2962 ROSENCRANS STREET
 
SAN DIEGO, CA92106

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
MJH FOUNDATION
 
1100 SUPERIOR AVE STE 1105
 
CLEVELAND, OH44114

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
IF HUMMINGBIRD FOUNDATION
 
44 DAVENPORT A VENUE
 
GREENWICH, CT06830

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THE DIMON FAMILY
1185 PARK AVENUE 17KL
 
NEW YORK, NY10128

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
THE PETERSMEYER FAMILY FOUNDATION
 
N DOOLITTLE 30 S 17TH STREET 820
 
PHILADELPHIA, PA19103

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
WILLAMETTA K DAY FOUNDATION
 
515 S FLOWER ST STE 4150
 
LOS ANGELES, CA900712212

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
MIMI AND PETER HAAS FUND
 
201 FILBERT STREET FLOOR 5
 
SAN FRANCISCO, CA94133

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
ISAMBARD KINGDOM BRUNEL SOCIETY OF NORTH AMERICA
 
100 WOODBRIDGE DRIVE
 
WOODBRIDGE, NJ07095

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
BETSY AND JESSE FINK
1135 POST ROAD EAST 2ND FLOOR
 
WESTPORT, CT06880

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
BILL PLAPINGER AND CASSIE MURRAY
40 EAST 94TH STREET APT 16A
 
NEW YORK, NY101280735

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
CAROLINE KENNEDY AND EDWIN SCHLOSSB
888 PARK AVENUE 1 IB
 
NEW YORK, NY10075

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
CHIEF JUSTICE MARGARET MARSHALL
103 CHERRY LANE
 
WYNNEWOOD, PA19096

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
CHRISTINA WEISS LURIE
103 CHERRY LANE
 
WYNNEWOOD, PA19096

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
CHRISTINE VARNEY AND THOMAS GRAHAM
15 CENTRAL PARK WEST APT 15J
 
NEW YORK, NY10023

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
DAVID FEINBERG
FEINBERG HANSON LP 855 BOYLESTON ST
 
BOSTON, MA02116

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
DIANE SAWYER
CHAPPAQUONSETT RD
 
VINEYARD HAVEN, MA02568

$ 15,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
ERIC BERKE
634 LIGHTHOUSE ROAD
 
AQUINNAH, MA02535

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
GEOFFREY GUND
40 EAST 94 TH STREET SUITE 28E
 
NEW YORK, NY10128

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
JANE HARTLEY
PO BOX 422
 
SARATOGA, NY12866

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
JANE NORTON
PO BOX 5069
 
EDGARTOWN, MA02539

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
JESSE AUSUBEL
855 WEST END AVENUE APT7B
 
NEW YORK, NY10025

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
JOHN AND AMY WEINBERG
35 KNOLLWOOD DRIVE
 
GREENWICH, CT06830

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
JOHN SCHAEFER
PO BOX 3242
 
EDGARTOWN, MA02539

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
JOSEPH DEEGAN-DAY
515 SOUTH FLOWER STREET SUITE 4150
 
LOS ANGELES, CA90071

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
PAMELA KOHLBERG
PO BOX 422
 
SARATOGA, NY12866

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
RALPH SCHLOSSTEIN
PO BOX 422
 
SARATOGA, NY12866

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
THE RICHARD KAUFFMAN - ELLEN JEWETT
BESSEMER TR1225 FRANKLIN AVE 50
 
GARDEN CITY, NY11530

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
SAGE FOUNDATION INC
16 KHAKUM DRIVE
 
GREENWICH, CT06831

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number
83-2908212
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
JANE SEAGRAVE AND JOHN KENNEDY
PO BOX 412
 
EWEST TISBURY, MA02575

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number

83-2908212
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MARTHA'S VINEYARD BANK CHARITABLE
FOUNDATION INC 		Employer identification number

83-2908212
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 1,120 0   1,120

TY 2025 InvestmentsOtherSchedule2
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SECURITIES FMV 2,901,511 2,901,511

TY 2025 LegalFeesSchedule
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 11,818 0   11,818


TY 2025 OtherExpensesSchedule
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING EXPENSE 4,770 0   4,770
MISCELLANEOUS 5,571 0   5,571
COMPUTER SERVICERS CHARGES 2,387 0   2,387
STATE FILING FEES 500 0   500
EVENT EXPENSES 18,888 0   18,888
WEBSITE MAINTENANCE 1,110 0   1,110
SPONSORSHIP 750 0   750


TY 2025 OtherIncreasesSchedule
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Description Amount
UNREALIZED GAINS/LOSSES 351,417


TY 2025 OtherProfessionalFeesSchedule
Name:
MARTHA'S VINEYARD BANK CHARITABLE
 
FOUNDATION INC
EIN:
83-2908212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 176 176   0
ADMINISTRATIVE & MANAGEMENT 281,941 0   281,941