WINDHAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WINDHAM FOUNDATION (EIN 13-6142024)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-14
- IRS object ID
- 202420459349100007
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-14T08:43:29-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030327374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCSOLEY MCCOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TILLEY DRIVE STE 202 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136142024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINDHAM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 8028432220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB DONALD | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8028432220 | PhoneNum |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOB | PersonFirstNm |
| Person Last | DONALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M HARNISH | PreparerPersonNm |
| PTIN | P01215311 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,614,532 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $484,547 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $226,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226,942 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $226,942 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $234,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,231 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $234,231 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $359,046 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $359,046 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $359,046 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $359,046 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $166,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,898,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,677 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,063,007 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,063,007 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,534,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $986,896 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,883,226 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $223,858 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $99,035 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $488,159 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $488,159 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $215,962 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $346,531 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $346,531 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $153,305 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,332 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $13,332 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,932 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $19,932 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $126,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $75,314 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,778 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $39,778 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $275,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $275,216 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $121,756 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $182,768 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $182,768 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $490,164 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $490,164 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $216,849 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,869 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $6,869 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,869 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $66,078 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,279,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,227,999 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $855,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,676,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,227,999 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,253,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $935,862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $367,773 | CashBOYAmt |
| Cash EOY | $122,066 | CashEOYAmt |
| Cash EOYFMV | $122,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,962 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $617,336 | AcctRcvblAmt |
| Acct Rcvbl BOY | $45,730 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $617,336 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $617,336 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $5,555 | InventoriesBOYAmt |
| Inventories EOY | $7,410 | InventoriesEOYAmt |
| Inventories EOYFMV | $7,410 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $49,035 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,689 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,689 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,133,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,429,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,429,925 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,976,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,781,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,781,882 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,069,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,511,238 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,849,380 | LandBOYAmt |
| Land EOY | $3,558,262 | LandEOYAmt |
| Land EOYFMV | $3,558,262 | LandEOYFMVAmt |
| Total Assets BOY | $18,476,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,614,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,614,532 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,179 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,827 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $64,206 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,758,034 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $216,061 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $344,619 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $288,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,120,480 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,096,410 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,415,159 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $91,325 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $78,893 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,187,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,494,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,476,181 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,614,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,187,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,525 | OtherIncreasesAmt |
| Subtotal | $18,077,198 | SubtotalAmt |
| Other Decreases | $1,583,146 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,494,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| SALE OF WOODARD HOUSE | P | 1986-12-31 | 2022-08-01 | $390,078 | $90,805 | $249,208 | $231,675 | $231,675 |
| 623 SH - SCHWAB U.S. TIPS ETF | 2019-01-31 | 2022-05-23 | $36,033 | $33,598 | $2,435 | $2,435 | ||
| 2880 SH - ISHARES TR CORE MSCI | 2019-01-31 | 2022-05-23 | $177,692 | $163,263 | $14,429 | $14,429 | ||
| 308 SH - SCHWAB FUNDAMENTAL U.S. | 2019-01-31 | 2022-05-23 | $16,783 | $11,293 | $5,490 | $5,490 | ||
| 831 SH - SCHWAB U.S. TIPS ETF | 2019-01-31 | 2022-06-08 | $47,892 | $44,816 | $3,076 | $3,076 | ||
| 1518 SH - SCHWAB US BROAD MARKET | 2019-01-31 | 2022-07-26 | $69,660 | $49,388 | $20,272 | $20,272 | ||
| 3768 SH - SCHWAB U.S. TIPS ETF | 2019-04-17 | 2022-06-08 | $217,156 | $206,110 | $11,046 | $11,046 | ||
| 39.1367 SH - VANGUARD TOTAL BOND MKT | 2019-07-08 | 2022-05-23 | $2,975 | $3,227 | -$252 | -$252 | ||
| 16.3136 SH - VANGUARD TOTAL BOND MKT | 2019-07-08 | 2022-05-23 | $1,240 | $1,345 | -$105 | -$105 | ||
| 13.5497 SH - VANGUARD TOTAL BOND MKT | 2019-08-05 | 2022-05-23 | $1,030 | $1,113 | -$83 | -$83 | ||
| 18.9238 SH - VANGUARD TOTAL BOND MKT | 2019-09-02 | 2022-05-23 | $1,438 | $1,573 | -$135 | -$135 | ||
| 142 SH - ISHARES EDGE MSCI | 2020-01-24 | 2022-07-26 | $16,470 | $14,730 | $1,740 | $1,740 | ||
| 38.3913 SH - VANGUARD TOTAL BOND MKT | 2020-02-27 | 2022-05-23 | $2,918 | $3,310 | -$392 | -$392 | ||
| 495.6849 SH - VANGUARD TOTAL BOND MKT | 2020-02-27 | 2022-05-23 | $37,676 | $42,743 | -$5,067 | -$5,067 | ||
| 20.74 SH - VANGUARD SHORT TERM BOND | 2020-03-16 | 2022-05-23 | $1,602 | $1,683 | -$81 | -$81 | ||
| 19.7151 SH - VANGUARD SHORT TERM BOND | 2020-03-16 | 2022-05-23 | $1,523 | $1,599 | -$76 | -$76 | ||
| 2838.5449 SH - VANGUARD SHORT TERM BOND | 2020-03-16 | 2022-05-23 | $219,258 | $230,291 | -$11,033 | -$11,033 | ||
| 9357 SH - VANGUARD SHORT TERM BOND | 2020-03-16 | 2022-07-26 | $721,316 | $759,132 | -$37,816 | -$37,816 | ||
| 20.74 SH - VANGUARD SHORT TERM BOND | 2020-03-16 | 2022-07-26 | $1,599 | $1,677 | -$78 | -$78 | ||
| 19.7151 SH - VANGUARD SHORT TERM BOND | 2020-03-27 | 2022-07-26 | $1,520 | $1,597 | -$77 | -$77 | ||
| 21.0882 SH - VANGUARD SHORT TERM BOND | 2020-08-05 | 2022-07-26 | $1,626 | $1,755 | -$129 | -$129 | ||
| 20.3939 SH - VANGUARD SHORT TERM BOND | 2020-09-03 | 2022-07-26 | $1,572 | $1,694 | -$122 | -$122 | ||
| 19.2721 SH - VANGUARD SHORT TERM BOND | 2020-10-05 | 2022-07-26 | $1,486 | $1,598 | -$112 | -$112 | ||
| 18.9241 SH - VANGUARD SHORT TERM BOND | 2020-11-04 | 2022-07-26 | $1,459 | $1,568 | -$109 | -$109 | ||
| 18.0488 SH - VANGUARD SHORT TERM BOND | 2020-12-03 | 2022-07-26 | $1,391 | $1,494 | -$103 | -$103 | ||
| 15.1768 SH - VANGUARD SHORT TERM BOND | 2020-12-28 | 2022-07-26 | $1,170 | $1,257 | -$87 | -$87 | ||
| 14.3703 SH - VANGUARD SHORT TERM BOND | 2021-02-03 | 2022-07-26 | $1,108 | $1,188 | -$80 | -$80 | ||
| 12.655 SH - VANGUARD SHORT TERM BOND | 2021-03-03 | 2022-07-26 | $976 | $1,042 | -$66 | -$66 | ||
| 13.4056 SH - VANGUARD SHORT TERM BOND | 2021-04-06 | 2022-07-26 | $1,033 | $1,102 | -$69 | -$69 | ||
| 12.7041 SH - VANGUARD SHORT TERM BOND | 2021-05-05 | 2022-07-26 | $979 | $1,046 | -$67 | -$67 | ||
| 12.4626 SH - VANGUARD SHORT TERM BOND | 2021-06-03 | 2022-07-26 | $961 | $1,026 | -$65 | -$65 | ||
| 11.8539 SH - VANGUARD SHORT TERM BOND | 2021-07-06 | 2022-07-26 | $914 | $974 | -$60 | -$60 | ||
| 10.8118 SH - VANGUARD SHORT TERM BOND | 2021-08-04 | 2022-07-26 | $833 | $890 | -$57 | -$57 | ||
| 11.4687 SH - VANGUARD SHORT TERM BOND | 2021-09-03 | 2022-07-26 | $884 | $942 | -$58 | -$58 | ||
| 1509 SH - VANGUARD SHORT TERM BOND | 2021-09-15 | 2022-07-26 | $116,326 | $123,994 | -$7,668 | -$7,668 | ||
| 12.4119 SH - VANGUARD SHORT TERM BOND | 2021-10-05 | 2022-07-26 | $957 | $1,016 | -$59 | -$59 | ||
| 12.5371 SH - VANGUARD SHORT TERM BOND | 2021-11-03 | 2022-07-26 | $966 | $1,022 | -$56 | -$56 | ||
| 12.3657 SH - VANGUARD SHORT TERM BOND | 2021-12-03 | 2022-07-26 | $953 | $1,004 | -$51 | -$51 | ||
| 1.9916 SH - VANGUARD SHORT TERM BOND | 2021-12-28 | 2022-07-26 | $154 | $161 | -$7 | -$7 | ||
| 12.5471 SH - VANGUARD SHORT TERM BOND | 2021-12-28 | 2022-07-26 | $967 | $1,014 | -$47 | -$47 | ||
| 36.3685 SH - VANGUARD SHORT TERM BOND | 2021-12-28 | 2022-07-26 | $2,804 | $2,939 | -$135 | -$135 | ||
| 7265 SH - VANGUARD SHORT TERM BOND | 2022-02-03 | 2022-07-26 | $560,047 | $580,379 | -$20,332 | -$20,332 | ||
| 13.025 SH - VANGUARD SHORT TERM BOND | 2022-02-03 | 2022-07-26 | $1,004 | $1,038 | -$34 | -$34 | ||
| 17.7926 SH - VANGUARD SHORT TERM BOND | 2022-03-03 | 2022-07-26 | $1,372 | $1,413 | -$41 | -$41 | ||
| 5.8515 SH - VANGUARD SHORT TERM BOND | 2022-04-05 | 2022-07-26 | $451 | $452 | -$1 | -$1 | ||
| 21.4347 SH - VANGUARD SHORT TERM BOND | 2022-04-05 | 2022-07-26 | $1,652 | $1,657 | -$5 | -$5 | ||
| 3934 SH - ISHARES U S ETF TR | 2022-06-08 | 2022-07-26 | $226,397 | $265,073 | -$38,676 | -$38,676 | ||
| 21.5833 SH - VANGUARD SHORT TERM BOND | 2022-07-06 | 2022-07-26 | $1,664 | $1,659 | $5 | $5 | ||
| 0.6057 SH - VANGUARD SHORT TERM BOND | 2022-07-06 | 2022-07-26 | $47 | $47 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,677 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$67,222 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-08-18 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WINDHAM-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT DONALD | IndividualWithBooksNm |
| Phone | 8028432220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 TOWNSHEND RD PO BOX 70 | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY SMITH | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM BRUETT | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | CHAIRMAN | 8.00 | $0 | $0 | $0 |
| ELLEN LOVELL | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ROBIN STERN | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUZANNE WELCH | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TREASURER | 4.00 | $0 | $0 | $0 |
| ROBERT DONALD | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | PRESIDENT/CFO | 40.00 | $200,000 | $0 | $16,659 |
| ROBERT REESE | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENNIS D'AMICO | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALAN YUSPEH | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BECKY REILLY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | OFFICE MANAGER | 40.00 | $59,807 | $0 | $22,139 |
| SUSAN BAILEY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | ACCOUNTANT | 40.00 | $52,000 | $0 | $7,093 |
| PAULA JOHNSON | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | HR MANAGER | 40.00 | $50,787 | $0 | $1,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION, RESTORATION AND MANAGEMENT OF HISTORICALLY AND CULTURALLY SIGNIFICANT PROPERTY IN GRAFTON AND OTHER VERMONT LOCATIONS, INCLUDING THE GRAFTON VILLAGE CHEESE COMPANY, THE GRAFTON INN. | Description1Txt |
| Expenses1 | $1,253,441 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,827,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,071,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,071,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,905,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $545,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,253,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,253,441 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-01-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $111,904 | Year2Amt |
| Year3 | $384,561 | Year3Amt |
| Total | $496,465 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $95,118 | Year2Amt |
| Year3 | $326,877 | Year3Amt |
| Total | $421,995 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,253,441 | CurrentYearAmt |
| Year1 | $1,090,046 | Year1Amt |
| Year2 | $1,156,114 | Year2Amt |
| Year3 | $1,245,442 | Year3Amt |
| Total | $4,745,043 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,253,441 | CurrentYearAmt |
| Year1 | $1,090,046 | Year1Amt |
| Year2 | $1,156,114 | Year2Amt |
| Year3 | $1,245,442 | Year3Amt |
| Total | $4,745,043 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $363,519 | CurrentYearAmt |
| Year1 | $378,007 | Year1Amt |
| Year2 | $326,641 | Year2Amt |
| Year3 | $297,243 | Year3Amt |
| Total | $1,365,410 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WINDHAM FOUNDATION - ATTN MR RO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8028432220 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS AN APPLICATION FORM AND GUIDELINES AVAILABLE ON ITS WEBSITE. GRANTS ARE AWARDED IN QUARTERLY CYCLES - THE DEADLINES FOR EACH QUARTER ARE LISTED ON THE WEBSITE. INFORMATION REQUIRED INCLUDES A DESCRIPTION AND BUDGET OF THE PROJECT, OTHER FUNDING SOURCES, AND THE LATEST AVAILABLE FINANCIAL STATEMENTS FOR THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY ON WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WINDHAM FOUNDATION LIMITS ITS GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT ORGANIZATIONS PER THE INTERNAL REVENUE SERVICE. THROUGH ITS GRANT MAKING, THE WINDHAM FOUNDATION SEEKS TO SUPPORT ORGANIZATIONS CONCERNED WITH THE NEEDS AND QUALITY OF LIFE OF VERMONTERS. THOSE ORGANIZATIONS INCLUDE, BUT ARE NOT LIMITED TO, THOSE DEALING WITH: AGRICULTURAL PRESERVATION AND FOOD SYSTEMS; DISADVANTAGED YOUTH; ENVIRONMENTAL ENHANCEMENT; EDUCATION IN THE BROADER SENSE; PROMOTION OF THE ARTS, CRAFTS AND VERMONT TRADITIONS; MEETING BASIC HUMAN NEEDS; HISTORIC PRESERVATION WHERE IT SERVES A BROADER COMMUNITY PURPOSE; NATURAL LANDSCAPE PRESERVATION AND RECREATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORCESTER HISTORICAL SOCIETY | |||||||
| 17 CALAIS RD | WORCESTER | VT | 05682 | N/A | PC | SUPPORT FOR LOCAL ARTS AND ARTISANS FESTIVAL | $3,000 |
| ADVANCE VERMONT | |||||||
| 10 E ALLEN ST | WINOOSKI | VT | 05404 | N/A | PC | SUPPORT FOR CAREER-BOOSTING CREDENTIALS PRGORAM IN WINDHAM CTY | $7,500 |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVENUE | WINOOSKI | VT | 05404 | N/A | PC | SUPPORT FOR TRADES AND CAREER EXPLORATION SUMMER CAMP AND AFTERSCHOOL PROGRAMS | $5,000 |
| FRIENDS OF VETERANS | |||||||
| 28 FARMVU DRIVE SUITE 3 | WHITE RIVER JUNCTION | VT | 05059 | N/A | PC | FINANCIAL ASSISTANCE TO VETERANS FACING EVICTION AND OTHER FINANCIAL CHALLENGES | $3,000 |
| THE WESTON PLAYHOUSE THEATER | |||||||
| 703 MAIN STREET | WESTON | VT | 05161 | N/A | PC | LOCAL PERFORMANCE ORGANIZATION - GENERAL OPERATING EXPENSES | $1,000 |
| BONNYVALE ENVIRON EDUCCENTER | |||||||
| PO BOX 2318 | WEST BRATTLEBORO | VT | 05303 | N/A | PC | FACILITIES UPDATES, INCL ADA COMPLIANCE | $5,000 |
| SOUTHERN VERMONT TRAILS ASSOCIATION | |||||||
| PO BOX 681 | WATERBURY | VT | 05676 | N/A | PC | GENERAL OPERATING SUPPORT FOR CAPACITY EXPANSION | $5,000 |
| AMERICAN TINNITUS ASSOCIATION | |||||||
| 8300 BOONE BLVD SUITE 500 | VIENNA | VA | 22182 | N/A | PC | SUPPORT FOR RESEARCH | $200 |
| THE MOUNTAIN SHOOL | |||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | N/A | PC | AFTER-SCHOOL PROGRAMS FOCUSED ON OUTDOOR ACTIVITIES AND STEM | $2,500 |
| JOHN GRAHAM HOUSING & SERVICES | |||||||
| 69 N MAIN ST | VERGENNES | VT | 05491 | N/A | PC | EMERGENCY SHELTER | $3,000 |
| VALLEY CARES | |||||||
| PO BOX 341 | TOWNSHEND | VT | 05353 | N/A | PC | NON-PROGIT SENIOR HOUSING | $500 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $11,000 |
| GRACE COTTAGE HOSPITAL | |||||||
| 185 GRAFTON RD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $10,000 |
| LELAND & GRAY | |||||||
| 2042 VT-30 | TOWNSHEND | VT | 05353 | N/A | GOV | FIELD STUDY COURSE INVOLVING TRAVEL RE CLIMATE DISASTERS | $2,500 |
| STRAFFORD COMMUNITY NURSE | |||||||
| PO BOX 124 | STRAFFORD | VT | 05072 | N/A | PC | LAUNCH OF LOCAL NURSING SERVICES PROGRAM | $3,000 |
| FRIENDS OF THE MORRILL HOMESTEAD | |||||||
| 214 JUSTIN MORRILL MEMORIAL HWY | STRAFFORD | VT | 05072 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| VERMONT HUTS ASSOCIATION | |||||||
| 51 MAIN ST | STOWE | VT | 05672 | N/A | PC | ADA ACCESSIBLE HUT FOR OUTDOOR ACCESS FOR THE GENERAL PUBLIC | $5,000 |
| HELEN DAY ART CENTER | |||||||
| 90 POND ST | STOWE | VT | 05672 | N/A | PC | GENERAL OPEATING SUPPORT | $2,500 |
| SPRINGFIELD FAMILY CENTER | |||||||
| 365 SUMMER ST 333 | SPRINGFIELD | VT | 05156 | N/A | PC | EXPANSION OF INFRASTRUCTURE FOR FOOD PROGRAMS | $5,000 |
| SOUTH HERO LAND TRUST | |||||||
| 106 COMMUNITY ROAD | SOUTH HERO | VT | 05486 | N/A | PC | LAND CONSERVATION PROGRAMS | $9,000 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DR | SOUTH BURLINGTON | VT | 05403 | N/A | PC | FOOD PROGRAMMING | $5,000 |
| COMMON ROOTS INC | |||||||
| PO BOX 9335 | SOUTH BURLINGTON | VT | 05407 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $5,000 |
| SHELBURNE MUSEUM INC | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | EDUCATION NONPROFIT | $5,000 |
| BENNINGTON COLLEGE | |||||||
| 121 VERMONT RTE 7A | SHAFTSBURY | VT | 05262 | N/A | PC | ROBERT FROST STONE HOUSE MUSEUM PROGRAMMING SUPPORT | $3,500 |
| ALPORT SYNDROME FOUNDATION | |||||||
| PO BOX 4130 | SCOTTSDALE | AZ | 85261 | N/A | PC | SUPPORT FOR RESEARCH | $300 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GNERAL SUPPORT FOR CONSERVATION ORGANIZATION | $250 |
| DING DARLING WILDLIFE SOCIETY | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | N/A | PC | LAND CONSERVATION PROGRAMS | $200 |
| CHAFFEE ART CENTER | |||||||
| 16 S MAIN ST | RUTLAND | VT | 05701 | N/A | PC | RENOVATION OF HISTORIC BUILDING CHIMNEYS | $3,500 |
| CHANDLER CENTER FOR THE ARTS | |||||||
| 71 N MAIN ST | RANDOLPH | VT | 05060 | N/A | PC | GENERAL SUPPORT FOR LOCAL FIRE/RESCUE | $3,500 |
| PUTNEY PUBLIC LIBRARY | |||||||
| 55 MAIN ST | PUTNEY | VT | 05346 | N/A | PC | SUMMER PROGRAM FOR TEENS | $1,000 |
| NEXT STAGE ARTS PROJECT | |||||||
| 15 KIMBALL HILL | PUTNEY | VT | 05346 | N/A | PC | LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES | $14,500 |
| YELLOW BARN | |||||||
| PO BOX 507 | PUTNEY | VT | 05346 | N/A | PC | SUPPORT FOR FREE SUMMER CONCERT SERIES | $1,000 |
| TWINFIELD TOGETHER MENTORING | |||||||
| 106 NASMITH BROOK RD | PLAINFIELD | VT | 05667 | N/A | PC | GENERAL OPERATING SUPPORT FOR MENTORING PROGRAM | $2,500 |
| MARLBORO MUSIC SCHOOL AND FESTIVAL | |||||||
| 1528 WALNUT STREET NO 301 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FLOW OF HISTORY INC | |||||||
| 729 UNION VILLAGE ROAD | NORWICH | VT | 05055 | N/A | PC | GENERAL OPERATING SUPPORT FOR TEACHER TRAINING PROGRAM | $20,000 |
| LAKE PARAN RECREATIONS | |||||||
| 269 HOUGHTON ST | NORTH BENNINGTON | VT | 05257 | N/A | PC | GENERAL OPERATING SUPPORT FOR WATERSHED STEWARD | $3,500 |
| NORTH COUNTRY SUPERVISORY UNION | |||||||
| 121 DUCHESS AVE | NEWPORT | VT | 05855 | N/A | PC | TRANSPORTATION FOR SUMMER PROGRAMS | $3,000 |
| SUSU COMMUNITY FARM | |||||||
| 94 RIVER ROAD | NEWFANE | VT | 05345 | N/A | PC | FOOD PROGRAMMING | $5,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $1,500 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 665 W 130TH ST | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $100 |
| COLUMBIA SOCIAL WORK FUND | |||||||
| 665 W 130TH ST | NEW YORK | NY | 10027 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $100 |
| GOVERNOR'S INSTITUTES OF VT | |||||||
| 25 HUBBARD STREET | MONTPELIER | VT | 05602 | N/A | PC | ANNUAL HIGH SCHOOLER LEADERSHIP AND DEVELOPMENT PROGRAM | $3,000 |
| VERMONT COUNCIL ON RURAL DEVELOPMENT | |||||||
| PO BOX 1384 | MONTPELIER | VT | 05601 | N/A | PC | LOCAL COMMUNITY PLANNING PROGRAMS | $7,500 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR VERMONT READS PROGRAM | $5,000 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | LAND CONSERVATION PROGRAMS | $250 |
| VERMONT ARTS COUNCIL | |||||||
| 136 STATE ST | MONTPELIER | VT | 05602 | N/A | PC | TO IMPLEMENT STRATEGIC ACTION PLAN FOR CREATIVE SECTOR | $8,000 |
| VERMONT PARKS FOREVER INC | |||||||
| PO BOX 815 | MONTPELIER | VT | 05601 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| UP FOR LEARNING | |||||||
| 155 ELM ST | MONTPELIER | VT | 05602 | N/A | PC | HEALING PROGRAMS FOR LOCAL SCHOOL COMMUNITY | $5,000 |
| FRIENDS OF WRITERS | |||||||
| PO BOX 677 | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR LITERACY PROGRAMS | $1,000 |
| SUSTAINABLE MONTPELIER COALITION | |||||||
| 15 STATE ST | MONTPELIER | VT | 05602 | N/A | PC | CAN NETWORK COMMUNICATION PROGRAM - COMMUNITY COMMUICATION AND ENGAGEMENT | $3,500 |
| MONTCLAIR KIMBERLY ACADEMY FDN | |||||||
| 201 VALLEY ROAD | MONTCLAIR | NJ | 07042 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $100 |
| MONTCLAIR AMUBLANCE UNIT | |||||||
| 95 WALNUT ST | MONTCLAIR | NJ | 07042 | N/A | PC | LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT | $500 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $1,000 |
| MIDDLEBURY STUDIO SCHOOL | |||||||
| 2377 US-7 | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| SOUTHERN VERMONT ARTS CENTER INC | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | GENERAL OPERATING SUPPORT AND LOW-INCOME ACCESS | $3,000 |
| NEW MUSIC ON THE POINT | |||||||
| 1361 HOOKER RD | LEICESTER | VT | 05733 | N/A | PC | FREE COMMUNITY CONCERT SERIES | $3,500 |
| VERMONT ADAPTIVE SKI & SPORTS | |||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | FINANCIAL ASSISTANCE FO LOW-INCOME PARTICIPANTS, VOL. TRAINING | $2,500 |
| A FAR CRY | |||||||
| 146A SOUTH STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | CLASSICAL MUSIC GROUP -GENERAL OPERATING SUPPORT | $1,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| 140 JUNCTION ROAD | HARDWICK | VT | 05843 | N/A | PC | RENOVATION OF HISTORIC GRANITE SHED | $2,500 |
| NEIGHBORHOOD ROOTS FOOD COLLECTIVE | |||||||
| 1917 E MOUNTAIN RD | GUILFORD | VT | 05301 | N/A | PC | INCREASED FACILITIES FOR LOCAL FOOD PROGRAMS | $3,000 |
| CONNECTICUT RIVER WATERSHED COUNCIL INC | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | N/A | PC | COMMUNITY ENGAGEMENT PROGRAMS ICW PROTECTION OF WHETSTONE BROOK | $4,000 |
| CHAMPLAIN ISLANDS FOOD SHELF | |||||||
| 185 US-2 | GRAND ISLE | VT | 05458 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $1,000 |
| GRAFTON COMMUNITY CHURCH | |||||||
| 55 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | GENERAL SUPPORT | $3,500 |
| GRAFTON HISTORICAL SOCIETY | |||||||
| PO BOX 202 | GRAFTON | VT | 05146 | N/A | PC | LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT | $2,310 |
| MARY HOWARD FEDER | |||||||
| PO BOX 42 | GRAFTON | VT | 05146 | N/A | PC | SUPPORT FOR GRANTMAKING PROGRAM | $1,169 |
| GRAFTON CARES | |||||||
| PO BOX 134 | GRAFTON | VT | 05146 | N/A | PC | LOCAL COSICAL SERVICES - FOOD, TRANSPORTATION | $1,000 |
| GRAFTON COMMUNITY PARTY | |||||||
| PO BOX 93 | GRAFTON | VT | 05146 | N/A | PC | ANNUAL COMMUNITY GATHEREING | $500 |
| GRAFTON FIREMEN'S ASSOC INC | |||||||
| PO BOX 191 | GRAFTON | VT | 05146 | N/A | PC | LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT | $8,500 |
| GRAFTON IMPROVEMENT ASSOCIATION | |||||||
| 117 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | LOCAL LAND CONSERVATION ORG - GENERAL SUPPORT | $100 |
| GRAFTON PUBLIC LIBRARY | |||||||
| PO BOX 129 | GRAFTON | VT | 05146 | N/A | PC | LOCAL LIBRARY -GENERAL OPERATING SUPPORT | $14,500 |
| GRAFTON RESCUE SQUAD | |||||||
| PO BOX 54 | GRAFTON | VT | 05146 | N/A | PC | LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT | $3,500 |
| ETHAN HASELTINE | |||||||
| 193 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | GOV | REPAIRS TO PUBLIC RECREATION FACILITY | $500 |
| WOMENS COMMUNITY CLUB OF GRAFTON VT INC | |||||||
| 2931 ROUTE 121 E | GRAFTON | VT | 05146 | N/A | PC | SCHOLARSHIP PROGRAMS | $2,000 |
| NATURE MUSEUM AT GRAFTON | |||||||
| 186 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | PC | LOCAL NATURE MUSEUM - GENERAL SUPPORT FOR PROGRAMMING | $1,000 |
| BOARD GFUND DONATIONS | |||||||
| 225 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | PC | FUND FOR SMALL GRANTS TO ORGANIZATIONS IN COMMUNITY | $8,000 |
| RARITAN HEADWATERS ASSOCIATION | |||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | N/A | PC | WATER CONSERVATION | $500 |
| CANTERBURY SCHOOL | |||||||
| 8141 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $3,500 |
| AMERICAN CHEESE SOCIETY | |||||||
| PO BOX 3406 | ENGLEWOOD | CO | 80155 | N/A | PC | EDUCATION REGARDING CHEESE PRODUCTS | $2,500 |
| SMALL FARM GUILD | |||||||
| PO BOX 36 | EAST HARDWICK | VT | 05836 | N/A | PC | COMMUNITY PROGRAMMING - AGRICULTURAL AND CULTURAL | $3,000 |
| GREEN MOUNTAIN CAMP INC | |||||||
| 565 GREEN MOUNTAIN CAMP ROAD | DUMMERSTON | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT FOR GIRLS SUMMER CAMP | $1,000 |
| DORSET THEATRE FESTIVAL | |||||||
| 104 CHENEY RD | DORSET | VT | 05251 | N/A | PC | ACCESSIBLE VIRTUAL OFFERING OF YOUNG PLAYWRIGHTS PROGRAM | $2,500 |
| FOR THE LAND PUBLISHING | |||||||
| PO BOX 514 | CORINTH | VT | 05039 | N/A | PC | PROVIDING COPIES OF VERMONT ALMANAC TO 129 SCHOOL LIBRARIES IN VT | $2,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| AGE WELL | |||||||
| 875 ROOSEVELT HWY 210 | COLCHESTER | VT | 05446 | N/A | PC | HOME-DELIVERED MEALS FOR AGED | $2,500 |
| TUCKERMAN WUNDERLE | |||||||
| PO BOX 1113 | CHESTER | VT | 05143 | N/A | PC | LOCAL POETRY PROGRAM | $1,000 |
| CHARLOTTE FOOD BANK | |||||||
| 421 CHURCH HILL ROAD | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FOOD BANK | $600 |
| FRIENDS OF CHARLOTTE LIBRARY INC | |||||||
| PO BOX 344 | CHARLOTTE | VT | 05445 | N/A | PC | GENERAL SUPPORT | $100 |
| FRIENDS OF THE CHARLOTTE NEWS INC | |||||||
| PO BOX 211 | CHARLOTTE | VT | 05445 | N/A | PC | GENERAL SUPPORT | $100 |
| CHARLOTTE LAND TRUST | |||||||
| PO BOX 43 | CHARLOTTE | VT | 05445 | N/A | PC | LAND CONSERVATION PROGRAMS | $1,100 |
| CHARLOTTE FIRE AND RESCUE | |||||||
| PO BOX 85 | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FIRE AND RESCUE SERVICES - GENERAL OPERATING SUPPORT | $100 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $5,500 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH STREET | BURLINGTON | VT | 05401 | N/A | PC | PERFORMANCE UNDERWRITING | $7,000 |
| VERMONT INTERFAITH ACTION | |||||||
| 152 PEARL STREET | BURLINGTON | VT | 05401 | N/A | PC | SOCIAL SUPPORT EFFORTS | $3,000 |
| COMMITTEE ON TEMPORARY SHELTER INC | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | N/A | PC | HOMELESS PROGRAMS | $5,500 |
| LAKE CHAMPLAIN COMMITTEE | |||||||
| 208 FLYNN AVENUE 3F | BURLINGTON | VT | 05401 | N/A | PC | CONSERVATION AND CLEAN-UP PROGRAMS | $250 |
| BRATTLEBORO ROTARY CLUB | |||||||
| 32 LINDEN ST | BRATTLEBORO | VT | 05301 | N/A | PC | ADDITIONAL PERFORMANCE SPACE | $300 |
| YOUTH SERVICES | |||||||
| 32 WALNUT ST | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT, AT-RISK YOUTH | $250 |
| FRIENDS OF WEST RIVER TRAIL | |||||||
| 138 ELLIOT ST SUITE 3 | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL CONSERVATION ORGANIZATION FOCUSING ON WEST RIVER SHORELINE | $250 |
| GROUNDWORKS COLLABERATIVE | |||||||
| PO BOX 370 | BRATTLEBORO | VT | 05301 | N/A | PC | FOOD AND HOMELESSNESS SERVICES | $1,000 |
| HARRIS HILL SKI JUMP INC | |||||||
| PO BOX 8284 | BRATTLEBORO | VT | 05304 | N/A | PC | GENERAL OPERATING SUPPORT - ANNUAL SKI-JUMP EVENT | $1,500 |
| EPSILON SPIRES INC | |||||||
| 190 MAIN ST | BRATTLEBORO | VT | 05301 | N/A | PC | PERFORMANCE UNDERWRITING | $2,500 |
| RETREAT FARM LTD | |||||||
| 45 FARMHOUSE SQ | BRATTLEBORO | VT | 05301 | N/A | PC | COMMUNITY ACCESS TO PROPERTIES AND COMMUNITY EVENTS SUPPORTING CONNECTIVITY | $2,500 |
| RIVER GALLERY SCHOOL INC | |||||||
| 32 MAIN STREET | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $250 |
| LATCHIS ARTS | |||||||
| 50 MAIN STREET | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $500 |
| BRATTLEBORO AREA HOSPICE | |||||||
| 191 CANAL ST | BRATTLEBORO | VT | 05301 | N/A | PC | EXPANSION PF SERIOUS ILLNESS PROGRAMS | $5,000 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||||
| 17 FLAT ST | BRATTLEBORO | VT | 05301 | N/A | PC | CAPITAL IMPROVEMENTS REQUIRED TO CONTINUE PROGRAMS | $5,000 |
| VERMONT JAZZ CENTER | |||||||
| 72 COTTON MILL STUDIO 222 | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $5,250 |
| VERMONT WILDERNESS SCHOOL | |||||||
| 60 AUSTINE DR | BRATTLEBORO | VT | 05301 | N/A | PC | CAPACITY BUILDING EFFORTS FOR NATURE PROGRAMMING FOR CHILDREN AND FAMILITES | $5,000 |
| WINDHAM COUNTY HUMANE SOCIETY | |||||||
| 916 W RIVER RD 9089 | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL SUPPORT FOR LOCAL ANIMAL WELFARE AND RESCUE ORGAN. | $500 |
| WINDHAM COUNTY NATURAL RESOURCES CONSERVATION DISTRICT | |||||||
| 28 VERNON STREET SUITE 332 | BRATTLEBORO | VT | 05301 | N/A | PC | INVASIVE SPECIES PROGRAMS | $5,000 |
| WINSTON PROUTY CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 20 WINSTON PROUTY WAY | BRATTLEBORO | VT | 05301 | N/A | PC | MOBILE LENDING LIBRARY AND LITERARY ENRICHMENT ACTIVITIES | $3,500 |
| BRATTLEBORO MUSEUM & ART | |||||||
| 10 VERNON STREET | BRATTLEBORO | VT | 05301 | N/A | PC | ART MUSEUM -GENERAL OPERATING SUPPORT | $4,500 |
| FOODSHARE | |||||||
| 450 WOODLAND AVENUE | BLOOMFILELD | CT | 06002 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $3,000 |
| COMM HARVEST OF C VERMONT - | |||||||
| 146 LORD ROAD | BERLIN | VT | 05602 | N/A | PC | INCREASE FOOD PROGRAM CAPACITY | $3,500 |
| REINBOW RIDING CENTER | |||||||
| 892 TARBELLVILLE RD | BELMONT | VT | 05730 | N/A | PC | FUNDING FOR LOW-INCOME PARTICIPANTS FOR ATTENDANCE AT PROGRAMS | $4,000 |
| OUR PLACE DROP-IN CENTER | |||||||
| 6 ISLAND ST | BELLOWS FALLS | VT | 05101 | N/A | PC | FOOD PANTRY AND MEALS PROGRAM | $5,000 |
| VERMONT HISTORICAL SOCIETY | |||||||
| 60 WASHINGTON ST | BARRE | VT | 05641 | N/A | PC | CENTRALIZED DIGITAL PLATFDORM FOR ACCESS TO NON-GOV. COLLECTIONS | $5,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $3,000 |
| BARRE HISTORICAL SOCIETY | |||||||
| 46 GRANITE ST 4142 | BARRE | VT | 05641 | N/A | PC | NEW PLATFORM LIFT FOR ACCESSIBLITY | $3,500 |
| WELLS COLLEGE | |||||||
| 170 MAIN STREET | AURORA | NY | 13026 | N/A | PC | GENERAL SUPPORT | $100 |
| BULL CREEK COMMON LANDS | |||||||
| 60 HERRING HILL | ATHENS | VT | 05143 | N/A | PC | TOWARDS PURCHASE OF LAND FOR COMMUNITY FOREST | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,479 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,231 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $359,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,677 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS INCOME | $85,255 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $977,752 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $986,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,063,007 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,049,903 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | FUEL SALES AND MISCELLANEOUS INCOME ARE PART OF THE ORGANIZATIONS OPERATIONS. THE SUBSIDIARY REIMBURSMENT OF EXPENSES ARE FROM RELATED OPERATING ENTITIES MANAGED AND PAID BY THE WINDHAM FOUNADATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE VERMONT COMMUNITY FOUNDATION | ||||||
| 1 | 3 COURT STREET | MIDDLEBURY | VT | 05753 | $384,547 | Yes (X) |
| FREDERIC AND JOANNE BOSWELL | ||||||
| 2 | 108 MACK HILL ROAD | AMHERST | NH | 03031 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,932 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,932 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | VERMONT ATTORNEY GENERAL DOES NOT REQUIRE COPIES OF THE 990-PF. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF CONTROLLED ENTITIES AND TRANSFERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITYTOWNSEND VERMONT HOLDINGS, INC. (EIN 27-0034707)P.O. BOX 70GRAFTON, VT 05146THIS ENTITY IS NOT AND EXCESS BUSINESS HOLDING COMPANY.DESCRIPTION OF TRANSFERRENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSES REIMBURSEMENTS PAID TO THE WINDHAM FOUNDATION IN THE AMOUNT OF $1,239,561.INTEREST INCOME IN THE AMOUNT OF $216,593. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 39,219.0997 SH - VANGUARD TOTAL BOND MARKET INDEX FUND | $2,895,546 | $2,895,546 |
| 5,047.0000 SH - SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $191,786 | $191,786 |
| 7,018.9204 SH - ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $870,802 | $870,802 |
| 71,112.7835 SH - SCHWAB U.S. BROAD MARKET ETF | $3,402,747 | $3,402,747 |
| 9,307.6600 SH - SCHWAB U.S. TIPS ETF | $498,984 | $498,984 |
| 5,214.0191 SH - ISHARES FLOATING RATE BOND ETF | $262,734 | $262,734 |
| 15,992.7468 SH - ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $990,751 | $990,751 |
| 7,299.7497 SH - SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $228,263 | $228,263 |
| 15,660.0507 SH - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $860,050 | $860,050 |
| 6,466.3504 SH - ISHARES MSCI INTL QUALITY FACTOR ETF | $228,262 | $228,262 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN AND ADVANCES TO SUBSIDIARY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,781,882 | BookValueAmt |
| EOYFMV | $3,781,882 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,332 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,332 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $827,477 |
| EQUITY IN EARNINGS/LOSS SUBS | $755,669 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $42,098 | $0 | $42,098 | $18,624 |
| BLACKSMITH PROJECT | $750 | $0 | $750 | $332 |
| NURSERY EXPENSE | $14,466 | $0 | $14,466 | $14,466 |
| MISC EXPENSE - ACTIVITY | $712 | $0 | $712 | $712 |
| LICENSES, FILINGS | $2,215 | $0 | $2,215 | $2,215 |
| MARKETING AND EVENTS | $5,837 | $0 | $5,837 | $5,837 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $85,255 | $85,255 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $977,752 | $977,752 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR CHANGE IN PENSION OBLIGATION | Desc |
| Amt | $31,525 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ACCRUED EXPENSES | Desc |
| BOY Book Value | $216,061 | BOYBookValueAmt |
| EOY Book Value | $344,619 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $126,348 | Amt |
| Net Investment Income | $51,034 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,314 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERIC AND JOANNE BOSWELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 MACK HILL ROAD | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03031 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $48,246 | $0 | $48,246 | $21,344 |
| REAL ESTATE TAXES | $226,970 | $0 | $226,970 | $100,412 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWNSEND VERMONT HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270034707 | EIN |
| Desc | RENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSE REIMBURSMENTS PAID TO THE WINDHAM FOUNDATION | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,678 | TotalAmt |
Comments