2024-02-14T08:43:29-06:00 2023-03-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2022-04-01 136142024 THE WINDHAM FOUNDATION INC WIND 8028432220 PO BOX 70 GRAFTON VT 05146 BOB DONALD CHIEF FINANCIAL OFFICER 8028432220 2024-02-13 1 BOB DONALD 999009999 0 JAMES M HARNISH P01215311 8026581808 2024-02-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 18614532 X 484547 226942 226942 226942 234231 234231 234231 359046 359046 359046 359046 166677 2898012 166677 0 1063007 0 1063007 2534450 986896 1883226 223858 0 223858 99035 488159 0 488159 215962 346531 0 346531 153305 13332 0 13332 0 19932 0 19932 0 126348 51034 75314 0 39778 0 39778 0 275216 0 275216 121756 182768 0 182768 490164 0 490164 216849 6869 0 6869 6869 66078 0 66078 42186 2279033 51034 2227999 855962 397479 397479 2676512 51034 2227999 1253441 -142062 935862 0 367773 122066 122066 48072 42962 42962 617336 45730 617336 617336 5555 7410 7410 49035 54689 54689 11133952 10429925 10429925 2976684 3781882 3781882 14069500 10511238 3849380 3558262 3558262 18476181 18614532 18614532 8179 17827 64206 1758034 216061 344619 288446 2120480 X 18096410 16415159 91325 78893 18187735 16494052 18476181 18614532 18187735 -142062 31525 18077198 1583146 16494052 SALE OF WOODARD HOUSE P 1986-12-31 2022-08-01 390078 90805 249208 231675 231675 623 SH - SCHWAB U.S. TIPS ETF 2019-01-31 2022-05-23 36033 33598 2435 2435 2880 SH - ISHARES TR CORE MSCI 2019-01-31 2022-05-23 177692 163263 14429 14429 308 SH - SCHWAB FUNDAMENTAL U.S. 2019-01-31 2022-05-23 16783 11293 5490 5490 831 SH - SCHWAB U.S. TIPS ETF 2019-01-31 2022-06-08 47892 44816 3076 3076 1518 SH - SCHWAB US BROAD MARKET 2019-01-31 2022-07-26 69660 49388 20272 20272 3768 SH - SCHWAB U.S. TIPS ETF 2019-04-17 2022-06-08 217156 206110 11046 11046 39.1367 SH - VANGUARD TOTAL BOND MKT 2019-07-08 2022-05-23 2975 3227 -252 -252 16.3136 SH - VANGUARD TOTAL BOND MKT 2019-07-08 2022-05-23 1240 1345 -105 -105 13.5497 SH - VANGUARD TOTAL BOND MKT 2019-08-05 2022-05-23 1030 1113 -83 -83 18.9238 SH - VANGUARD TOTAL BOND MKT 2019-09-02 2022-05-23 1438 1573 -135 -135 142 SH - ISHARES EDGE MSCI 2020-01-24 2022-07-26 16470 14730 1740 1740 38.3913 SH - VANGUARD TOTAL BOND MKT 2020-02-27 2022-05-23 2918 3310 -392 -392 495.6849 SH - VANGUARD TOTAL BOND MKT 2020-02-27 2022-05-23 37676 42743 -5067 -5067 20.74 SH - VANGUARD SHORT TERM BOND 2020-03-16 2022-05-23 1602 1683 -81 -81 19.7151 SH - VANGUARD SHORT TERM BOND 2020-03-16 2022-05-23 1523 1599 -76 -76 2838.5449 SH - VANGUARD SHORT TERM BOND 2020-03-16 2022-05-23 219258 230291 -11033 -11033 9357 SH - VANGUARD SHORT TERM BOND 2020-03-16 2022-07-26 721316 759132 -37816 -37816 20.74 SH - VANGUARD SHORT TERM BOND 2020-03-16 2022-07-26 1599 1677 -78 -78 19.7151 SH - VANGUARD SHORT TERM BOND 2020-03-27 2022-07-26 1520 1597 -77 -77 21.0882 SH - VANGUARD SHORT TERM BOND 2020-08-05 2022-07-26 1626 1755 -129 -129 20.3939 SH - VANGUARD SHORT TERM BOND 2020-09-03 2022-07-26 1572 1694 -122 -122 19.2721 SH - VANGUARD SHORT TERM BOND 2020-10-05 2022-07-26 1486 1598 -112 -112 18.9241 SH - VANGUARD SHORT TERM BOND 2020-11-04 2022-07-26 1459 1568 -109 -109 18.0488 SH - VANGUARD SHORT TERM BOND 2020-12-03 2022-07-26 1391 1494 -103 -103 15.1768 SH - VANGUARD SHORT TERM BOND 2020-12-28 2022-07-26 1170 1257 -87 -87 14.3703 SH - VANGUARD SHORT TERM BOND 2021-02-03 2022-07-26 1108 1188 -80 -80 12.655 SH - VANGUARD SHORT TERM BOND 2021-03-03 2022-07-26 976 1042 -66 -66 13.4056 SH - VANGUARD SHORT TERM BOND 2021-04-06 2022-07-26 1033 1102 -69 -69 12.7041 SH - VANGUARD SHORT TERM BOND 2021-05-05 2022-07-26 979 1046 -67 -67 12.4626 SH - VANGUARD SHORT TERM BOND 2021-06-03 2022-07-26 961 1026 -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 116326 123994 -7668 -7668 12.4119 SH - VANGUARD SHORT TERM BOND 2021-10-05 2022-07-26 957 1016 -59 -59 12.5371 SH - VANGUARD SHORT TERM BOND 2021-11-03 2022-07-26 966 1022 -56 -56 12.3657 SH - VANGUARD SHORT TERM BOND 2021-12-03 2022-07-26 953 1004 -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 1014 -47 -47 36.3685 SH - VANGUARD SHORT TERM BOND 2021-12-28 2022-07-26 2804 2939 -135 -135 7265 SH - VANGUARD SHORT TERM BOND 2022-02-03 2022-07-26 560047 580379 -20332 -20332 13.025 SH - VANGUARD SHORT TERM BOND 2022-02-03 2022-07-26 1004 1038 -34 -34 17.7926 SH - VANGUARD SHORT TERM BOND 2022-03-03 2022-07-26 1372 1413 -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 1652 1657 -5 -5 3934 SH - ISHARES U S ETF TR 2022-06-08 2022-07-26 226397 265073 -38676 -38676 21.5833 SH - VANGUARD SHORT TERM BOND 2022-07-06 2022-07-26 1664 1659 5 5 0.6057 SH - VANGUARD SHORT TERM BOND 2022-07-06 2022-07-26 47 47 0 0 166677 -67222 X 1986-08-18 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 WWW.WINDHAM-FOUNDATION.ORG ROBERT DONALD 8028432220 225 TOWNSHEND RD PO BOX 70 GRAFTON VT 05146 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 200000 0 16659 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 BECKY REILLY PO BOX 70 GRAFTON VT 05146 OFFICE MANAGER 40.00 59807 0 22139 SUSAN BAILEY PO BOX 70 GRAFTON VT 05146 ACCOUNTANT 40.00 52000 0 7093 PAULA JOHNSON PO BOX 70 GRAFTON VT 05416 HR MANAGER 40.00 50787 0 1477 0 NONE 0 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. 1253441 0 10827456 244181 0 11071637 0 0 11071637 166075 10905562 545278 X 1253441 0 1253441 1972-01-24 X 0 0 111904 384561 496465 0 0 95118 326877 421995 1253441 1090046 1156114 1245442 4745043 0 0 0 0 0 1253441 1090046 1156114 1245442 4745043 0 0 363519 378007 326641 297243 1365410 0 0 0 0 THE WINDHAM FOUNDATION - ATTN MR RO PO BOX 70 GRAFTON VT 05146 8028432220 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. QUARTERLY ON WEBSITE 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. WORCESTER HISTORICAL SOCIETY 17 CALAIS RD WORCESTER VT 05682 N/A PC SUPPORT FOR LOCAL ARTS AND ARTISANS FESTIVAL 3000 ADVANCE VERMONT 10 E ALLEN ST WINOOSKI VT 05404 N/A PC SUPPORT FOR CAREER-BOOSTING CREDENTIALS PRGORAM IN WINDHAM CTY 7500 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 5000 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 3000 THE WESTON PLAYHOUSE THEATER 703 MAIN STREET WESTON VT 05161 N/A PC LOCAL PERFORMANCE ORGANIZATION - GENERAL OPERATING EXPENSES 1000 BONNYVALE ENVIRON EDUCCENTER PO BOX 2318 WEST BRATTLEBORO VT 05303 N/A PC FACILITIES UPDATES, INCL ADA COMPLIANCE 5000 SOUTHERN VERMONT TRAILS ASSOCIATION PO BOX 681 WATERBURY VT 05676 N/A PC GENERAL OPERATING SUPPORT FOR CAPACITY EXPANSION 5000 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 2500 JOHN GRAHAM HOUSING & SERVICES 69 N MAIN ST VERGENNES VT 05491 N/A PC EMERGENCY SHELTER 3000 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 11000 GRACE COTTAGE HOSPITAL 185 GRAFTON RD TOWNSHEND VT 05353 N/A PC GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL 10000 LELAND & GRAY 2042 VT-30 TOWNSHEND VT 05353 N/A GOV FIELD STUDY COURSE INVOLVING TRAVEL RE CLIMATE DISASTERS 2500 STRAFFORD COMMUNITY NURSE PO BOX 124 STRAFFORD VT 05072 N/A PC LAUNCH OF LOCAL NURSING SERVICES PROGRAM 3000 FRIENDS OF THE MORRILL HOMESTEAD 214 JUSTIN MORRILL MEMORIAL HWY STRAFFORD VT 05072 N/A PC GENERAL OPERATING SUPPORT 2500 VERMONT HUTS ASSOCIATION 51 MAIN ST STOWE VT 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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 3500 CHANDLER CENTER FOR THE ARTS 71 N MAIN ST RANDOLPH VT 05060 N/A PC GENERAL SUPPORT FOR LOCAL FIRE/RESCUE 3500 PUTNEY PUBLIC LIBRARY 55 MAIN ST PUTNEY VT 05346 N/A PC SUMMER PROGRAM FOR TEENS 1000 NEXT STAGE ARTS PROJECT 15 KIMBALL HILL PUTNEY VT 05346 N/A PC LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES 14500 YELLOW BARN PO BOX 507 PUTNEY VT 05346 N/A PC SUPPORT FOR FREE SUMMER CONCERT SERIES 1000 TWINFIELD TOGETHER MENTORING 106 NASMITH BROOK RD PLAINFIELD VT 05667 N/A PC GENERAL OPERATING SUPPORT FOR MENTORING PROGRAM 2500 MARLBORO MUSIC SCHOOL AND FESTIVAL 1528 WALNUT STREET NO 301 PHILADELPHIA PA 19102 N/A PC GENERAL OPERATING SUPPORT 2500 FLOW OF HISTORY INC 729 UNION VILLAGE ROAD NORWICH VT 05055 N/A PC GENERAL OPERATING SUPPORT FOR TEACHER TRAINING PROGRAM 20000 LAKE PARAN RECREATIONS 269 HOUGHTON ST NORTH BENNINGTON VT 05257 N/A PC GENERAL OPERATING SUPPORT FOR WATERSHED STEWARD 3500 NORTH COUNTRY SUPERVISORY UNION 121 DUCHESS AVE NEWPORT VT 05855 N/A PC TRANSPORTATION FOR SUMMER PROGRAMS 3000 SUSU COMMUNITY FARM 94 RIVER ROAD NEWFANE VT 05345 N/A PC FOOD PROGRAMMING 5000 CITY HARVEST 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 N/A PC SUPPORT FOR FOOD PROGRAMS 1500 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 3000 VERMONT COUNCIL ON RURAL DEVELOPMENT PO BOX 1384 MONTPELIER VT 05601 N/A PC LOCAL COMMUNITY PLANNING PROGRAMS 7500 VERMONT HUMANITIES COUNCIL 11 LOOMIS ST 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MIDDLEBURY VT 05753 N/A PC GENERAL OPERATING SUPPORT, FINANCIAL AID 1000 MIDDLEBURY STUDIO SCHOOL 2377 US-7 MIDDLEBURY VT 05753 N/A PC GENERAL OPERATING SUPPORT 4000 SOUTHERN VERMONT ARTS CENTER INC PO BOX 617 MANCHESTER VT 05254 N/A PC GENERAL OPERATING SUPPORT AND LOW-INCOME ACCESS 3000 NEW MUSIC ON THE POINT 1361 HOOKER RD LEICESTER VT 05733 N/A PC FREE COMMUNITY CONCERT SERIES 3500 VERMONT ADAPTIVE SKI & SPORTS PO BOX 139 KILLINGTON VT 05751 N/A PC FINANCIAL ASSISTANCE FO LOW-INCOME PARTICIPANTS, VOL. TRAINING 2500 A FAR CRY 146A SOUTH STREET JAMAICA PLAIN MA 02130 N/A PC CLASSICAL MUSIC GROUP -GENERAL OPERATING SUPPORT 1000 CENTER FOR AN AGRICULTURAL ECONOMY 140 JUNCTION ROAD HARDWICK VT 05843 N/A PC RENOVATION OF HISTORIC GRANITE SHED 2500 NEIGHBORHOOD ROOTS FOOD COLLECTIVE 1917 E MOUNTAIN RD GUILFORD VT 05301 N/A PC INCREASED FACILITIES FOR LOCAL FOOD PROGRAMS 3000 CONNECTICUT RIVER WATERSHED COUNCIL INC 15 BANK ROW GREENFIELD MA 01301 N/A PC COMMUNITY ENGAGEMENT PROGRAMS ICW PROTECTION OF WHETSTONE BROOK 4000 CHAMPLAIN ISLANDS FOOD SHELF 185 US-2 GRAND ISLE VT 05458 N/A PC SUPPORT FOR FOOD PROGRAMS 1000 GRAFTON COMMUNITY CHURCH 55 MAIN ST GRAFTON VT 05146 N/A PC GENERAL SUPPORT 3500 GRAFTON HISTORICAL SOCIETY PO BOX 202 GRAFTON VT 05146 N/A PC LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT 2310 MARY HOWARD FEDER PO BOX 42 GRAFTON VT 05146 N/A PC SUPPORT FOR GRANTMAKING PROGRAM 1169 GRAFTON CARES PO BOX 134 GRAFTON VT 05146 N/A PC LOCAL COSICAL SERVICES - FOOD, TRANSPORTATION 1000 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 8500 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 14500 GRAFTON RESCUE SQUAD PO BOX 54 GRAFTON VT 05146 N/A PC LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT 3500 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 2000 NATURE MUSEUM AT GRAFTON 186 TOWNSHEND ROAD GRAFTON VT 05146 N/A PC LOCAL NATURE MUSEUM - GENERAL SUPPORT FOR PROGRAMMING 1000 BOARD GFUND DONATIONS 225 TOWNSHEND ROAD GRAFTON VT 05146 N/A PC FUND FOR SMALL GRANTS TO ORGANIZATIONS IN COMMUNITY 8000 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 3500 AMERICAN CHEESE SOCIETY PO BOX 3406 ENGLEWOOD CO 80155 N/A PC EDUCATION REGARDING CHEESE PRODUCTS 2500 SMALL FARM GUILD PO BOX 36 EAST HARDWICK VT 05836 N/A PC COMMUNITY PROGRAMMING - AGRICULTURAL AND CULTURAL 3000 GREEN MOUNTAIN CAMP INC 565 GREEN MOUNTAIN CAMP ROAD DUMMERSTON VT 05301 N/A PC GENERAL OPERATING SUPPORT FOR GIRLS SUMMER CAMP 1000 DORSET THEATRE FESTIVAL 104 CHENEY RD DORSET VT 05251 N/A PC ACCESSIBLE VIRTUAL OFFERING OF YOUNG PLAYWRIGHTS PROGRAM 2500 FOR THE LAND PUBLISHING PO BOX 514 CORINTH VT 05039 N/A PC PROVIDING COPIES OF VERMONT ALMANAC TO 129 SCHOOL LIBRARIES IN VT 2000 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 N/A PC GENERAL OPERATING SUPPORT 2000 AGE WELL 875 ROOSEVELT HWY 210 COLCHESTER VT 05446 N/A PC HOME-DELIVERED MEALS FOR AGED 2500 TUCKERMAN WUNDERLE PO BOX 1113 CHESTER VT 05143 N/A PC LOCAL POETRY PROGRAM 1000 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 1100 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 5500 VERMONT SYMPHONY ORCHESTRA 2 CHURCH STREET BURLINGTON VT 05401 N/A PC PERFORMANCE UNDERWRITING 7000 VERMONT INTERFAITH ACTION 152 PEARL STREET BURLINGTON VT 05401 N/A PC SOCIAL SUPPORT EFFORTS 3000 COMMITTEE ON TEMPORARY SHELTER INC PO BOX 1616 BURLINGTON VT 05402 N/A PC HOMELESS PROGRAMS 5500 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 1000 HARRIS HILL SKI JUMP INC PO BOX 8284 BRATTLEBORO VT 05304 N/A PC GENERAL OPERATING SUPPORT - ANNUAL SKI-JUMP EVENT 1500 EPSILON SPIRES INC 190 MAIN ST BRATTLEBORO VT 05301 N/A PC PERFORMANCE UNDERWRITING 2500 RETREAT FARM LTD 45 FARMHOUSE SQ BRATTLEBORO VT 05301 N/A PC COMMUNITY ACCESS TO PROPERTIES AND COMMUNITY EVENTS SUPPORTING CONNECTIVITY 2500 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 5000 BOYS & GIRLS CLUB OF BRATTLEBORO 17 FLAT ST BRATTLEBORO VT 05301 N/A PC CAPITAL IMPROVEMENTS REQUIRED TO CONTINUE PROGRAMS 5000 VERMONT JAZZ CENTER 72 COTTON MILL STUDIO 222 BRATTLEBORO VT 05301 N/A PC LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT 5250 VERMONT WILDERNESS SCHOOL 60 AUSTINE DR BRATTLEBORO VT 05301 N/A PC CAPACITY BUILDING EFFORTS FOR NATURE PROGRAMMING FOR CHILDREN AND FAMILITES 5000 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 5000 WINSTON PROUTY CENTER FOR CHILD DEVELOPMENT INC 20 WINSTON PROUTY WAY BRATTLEBORO VT 05301 N/A PC MOBILE LENDING LIBRARY AND LITERARY ENRICHMENT ACTIVITIES 3500 BRATTLEBORO MUSEUM & ART 10 VERNON STREET BRATTLEBORO VT 05301 N/A PC ART MUSEUM -GENERAL OPERATING SUPPORT 4500 FOODSHARE 450 WOODLAND AVENUE BLOOMFILELD CT 06002 N/A PC SUPPORT FOR FOOD PROGRAMS 3000 COMM HARVEST OF C VERMONT - 146 LORD ROAD BERLIN VT 05602 N/A PC INCREASE FOOD PROGRAM CAPACITY 3500 REINBOW RIDING CENTER 892 TARBELLVILLE RD BELMONT VT 05730 N/A PC FUNDING FOR LOW-INCOME PARTICIPANTS FOR ATTENDANCE AT PROGRAMS 4000 OUR PLACE DROP-IN CENTER 6 ISLAND ST BELLOWS FALLS VT 05101 N/A PC FOOD PANTRY AND MEALS PROGRAM 5000 VERMONT HISTORICAL SOCIETY 60 WASHINGTON ST BARRE VT 05641 N/A PC CENTRALIZED DIGITAL PLATFDORM FOR ACCESS TO NON-GOV. COLLECTIONS 5000 VERMONT FOODBANK 33 PARKER ROAD BARRE VT 05641 N/A PC SUPPORT FOR FOOD PROGRAMS 3000 BARRE HISTORICAL SOCIETY 46 GRANITE ST 4142 BARRE VT 05641 N/A PC NEW PLATFORM LIFT FOR ACCESSIBLITY 3500 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 9000 397479 0 14 226942 14 234231 16 359046 14 166677 MISCELLANEOUS INCOME 85255 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 977752 0 986896 1063007 2049903 11 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. 0 0 0 0 0 0 0 0 0 0 X X 1 THE VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 384547 X 2 FREDERIC AND JOANNE BOSWELL 108 MACK HILL ROAD AMHERST NH 03031 100000 X ACCOUNTING FEES 19932 0 19932 0 VERMONT ATTORNEY GENERAL DOES NOT REQUIRE COPIES OF THE 990-PF. LIST OF CONTROLLED ENTITIES AND TRANSFERS FORM 990-PF, PART VII-A, LINE 11 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. 39,219.0997 SH - VANGUARD TOTAL BOND MARKET INDEX FUND 2895546 2895546 5,047.0000 SH - SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 191786 191786 7,018.9204 SH - ISHARES EDGE MSCI USA QUALITY FACTOR ETF 870802 870802 71,112.7835 SH - SCHWAB U.S. BROAD MARKET ETF 3402747 3402747 9,307.6600 SH - SCHWAB U.S. TIPS ETF 498984 498984 5,214.0191 SH - ISHARES FLOATING RATE BOND ETF 262734 262734 15,992.7468 SH - ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 990751 990751 7,299.7497 SH - SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 228263 228263 15,660.0507 SH - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 860050 860050 6,466.3504 SH - ISHARES MSCI INTL QUALITY FACTOR ETF 228262 228262 INVESTMENT IN AND ADVANCES TO SUBSIDIARY AT COST 3781882 3781882 LEGAL FEES 13332 0 13332 0 UNREALIZED GAIN ON INVESTMENTS 827477 EQUITY IN EARNINGS/LOSS SUBS 755669 OFFICE EXPENSE 42098 0 42098 18624 BLACKSMITH PROJECT 750 0 750 332 NURSERY EXPENSE 14466 0 14466 14466 MISC EXPENSE - ACTIVITY 712 0 712 712 LICENSES, FILINGS 2215 0 2215 2215 MARKETING AND EVENTS 5837 0 5837 5837 MISCELLANEOUS INCOME 85255 85255 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 977752 977752 CURRENT YEAR CHANGE IN PENSION OBLIGATION 31525 OTHER ACCRUED EXPENSES 216061 344619 CONSULTING & INVESTMENT MANAGEMENT FEES 126348 51034 75314 0 FREDERIC AND JOANNE BOSWELL 108 MACK HILL ROAD AMHERST NH 03031 PAYROLL TAXES 48246 0 48246 21344 REAL ESTATE TAXES 226970 0 226970 100412 TOWNSEND VERMONT HOLDINGS INC PO BOX 70 GRAFTON VT 05146 270034707 RENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSE REIMBURSMENTS PAID TO THE WINDHAM FOUNDATION 0 1433678