WINDHAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WINDHAM FOUNDATION (EIN 13-6142024)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-15
- IRS object ID
- 202200469349100600
- Schema version
- 2020v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T07:18:30-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | 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 | 2020-04-01 | 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 | 2022-02-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M HARNISH | PreparerPersonNm |
| PTIN | P01215311 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2022-02-14 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,409,796 | 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 | $538,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $298,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $298,239 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $298,239 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $181,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,084 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,084 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $385,004 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $385,004 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $385,004 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $385,004 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $512,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,972 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $90,747 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,017,801 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,017,801 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,933,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,068,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,972,875 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,045 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $189,045 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,633 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $426,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $426,546 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $188,704 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $339,864 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $339,864 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $150,356 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $475 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $24,375 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $27,682 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,167 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,167 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $314,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $314,402 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $139,091 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $238,520 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $238,520 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $378,952 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $378,952 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $167,648 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,997 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,997 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $70,446 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,063,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,015,471 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $775,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,443,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,015,471 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,156,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $489,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,020,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,094 | CashBOYAmt |
| Cash EOY | $755,554 | CashEOYAmt |
| Cash EOYFMV | $755,554 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,317 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $72,814 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100,653 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $72,814 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $72,814 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $6,152 | InventoriesBOYAmt |
| Inventories EOY | $13,087 | InventoriesEOYAmt |
| Inventories EOYFMV | $13,087 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $54,767 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $57,976 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $57,976 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,224,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,668,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,668,420 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,380,279 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,737,528 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,737,528 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,044,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,533,768 | LandBldgEquipAccumDeprecAmt |
| Land BOY | -$9,498,737 | LandBOYAmt |
| Land EOY | -$9,489,383 | LandEOYAmt |
| Land EOYFMV | -$9,489,383 | LandEOYFMVAmt |
| Other Assets BOY | $13,801,387 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,539,483 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,539,483 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,266,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,409,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,409,796 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,125 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,067 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $49,124 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $27,112 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,757,953 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $490,606 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,819,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $521,785 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,399,524 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,827,756 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $47,535 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $60,255 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,447,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,888,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,266,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,409,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,447,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $489,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,492,437 | OtherIncreasesAmt |
| Subtotal | $21,428,943 | SubtotalAmt |
| Other Decreases | $2,540,932 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,888,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|
| MERRILL LYNCH - 02852 ST | $90,747 | $90,747 |
| MERRILL LYNCH - 02852 LT | $113,225 | $113,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,972 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $90,747 | 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 | 0 | 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 | VICE PRESIDENT | 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 | $184,462 | $0 | $14,163 |
| 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 | TRUSTEE | 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 |
|---|---|---|---|---|---|---|---|---|
| PAULA JOHNSON | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | HR MANAGER | 40.00 | $65,000 | $0 | $14,163 |
| KARL LAUREN | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | FACILITY MANAGER | 40.00 | $65,750 | $0 | $7,544 |
| BECKY BRYANT | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | GRANT ACCOUNTANT | 40.00 | $48,700 | $0 | $19,511 |
| 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 | $1,156,114 | 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 | $9,516,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,948,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,948,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,799,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,156,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,156,114 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,156,114 | AdjustedQualifyingDistriAmt |
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 | $384,561 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $384,561 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $326,877 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $326,877 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,156,114 | CurrentYearAmt |
| Year1 | $1,245,442 | Year1Amt |
| Year2 | $1,241,438 | Year2Amt |
| Year3 | $1,288,797 | Year3Amt |
| Total | $4,931,791 | 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 | $1,156,114 | CurrentYearAmt |
| Year1 | $1,245,442 | Year1Amt |
| Year2 | $1,241,438 | Year2Amt |
| Year3 | $1,288,797 | Year3Amt |
| Total | $4,931,791 | 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 | $326,641 | CurrentYearAmt |
| Year1 | $297,243 | Year1Amt |
| Year2 | $484,048 | Year2Amt |
| Year3 | $652,095 | Year3Amt |
| Total | $1,760,027 | 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 BO | 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 | 8028432211 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS AN APPLICATION FORM AND GUIDELINES AVAILABLE UPON REQUEST. A GRANT REQUEST IS BEST INITIATED THROUGH A LETTER DESCRIBING THE PROPOSED PROJECT, INCLUDING AN APPROXIMATE BUDGET, A REFERENCE TO OTHER FUNDING SOURCES, ENCLOSURE OF THE LATEST AVAILABLE BALANCE SHEET AND INCOME STATEMENT, AND A COPY OF THE INTERNAL REVENUE SERVICE DETERMINATION LETTER AS TO THE TAX-EXEMPT STATUS OF THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WINDHAM FOUNDATION LIMITS ITS GRANTS TO ORGANIZATIONS LOCATED IN VERMONT. GRANTS ARE FURTHER LIMITED BY THE INTERNAL REVENUE SERVICE TO TAX-EXEMPT ORGANIZATIONS. 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 (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A FAR CRY - | |||||||
| 146A SOUTH ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | TO AID IN PERFORMANCES | $1,000 |
| ADVANCE VERMONT - | |||||||
| 10 E ALLEN ST | WINOOSKI | VT | 05404 | N/A | PC | TO PROMOTE EDUCATION AND EMPLOYMENT OPPORTUNITIES | $10,000 |
| ALPORT SYNDROME FOUNDATION | |||||||
| PO BOX 4130 | SCOTTSDALE | AZ | 85261 | N/A | PC | SUPPORT FOR RESEARCH | $300 |
| AMER CHEESE EDUC FOUNDATION - | |||||||
| 2696 S COLORADO BLVD | DENVER | CO | 80222 | N/A | PC | EDUCATION REGARDING CHEESE PRODUCTS | $2,000 |
| ASHUELOT CONCERTS - | |||||||
| PO BOX 181 | KEENE | NH | 03431 | N/A | PC | SUPPORT FOR PERFORMANCES | $500 |
| BF COMMUNITY BIKE PROJECT - | |||||||
| 30 HENRY STREET | BELLOWS FALLS | VT | 05101 | N/A | PC | GENERAL EXPENSES- OVERHEAD, PARTS, HIRE PART-TIME COORDINATOR | $3,500 |
| BLACK MOUNTAIN ASS FAM LIV - | |||||||
| PO BOX 8373 | BRATTLEBORO | VT | 05304 | N/A | PC | GENERAL OPERATING SUPPORT-SOCIAL SERVICES | $500 |
| BONNYVALE ENVIRON EDUCCENTER - | |||||||
| PO BOX 2318 | WEST BRATTLEBORO | VT | 05303 | N/A | PC | FOREST CLASSROOM PROGAM SUPPORT | $4,000 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | N/A | PC | EXPAND CHILDREN'S FARM AND FOREST AFTER CARE PROGRAM | $4,000 |
| BRATTLEBORO AREA HOSPICE - | |||||||
| 191 CANAL STREET | BRATTLEBORO | VT | 05301 | N/A | PC | PAIRS AND TRAINS VOLUNTEER FACILITATORS. OPERATING EXPENSES | $4,000 |
| BRATTLEBORO MUSEUM & ART - | |||||||
| 10 VERNON STREET | BRATTLEBORO | VT | 05301 | N/A | PC | ART MUSEUM -GENERAL OPERATING SUPPORT | $1,500 |
| CANTERBURY SCHOOL - | |||||||
| 8141 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $2,000 |
| CAPSTONE COMMUNITY ACTION - | |||||||
| 250 INDUSTRIAL PARK | MORRISVILLE | VT | 05661 | N/A | PC | BOSTON FED RESERVE VERMONT WORKING COMMUNITIES CHALLEGE MATCHING GRANT | $5,000 |
| CATAMOUNT FILM & ARTS - | |||||||
| 115 EASTERN AVENUE | ST JOHNSBURY | VT | 05819 | N/A | PC | AFTER-SCHOOL PROGRAMS - SALARIES AND OVERHEAD | $8,000 |
| CENTRAL VT ADULT BASIC EDUC - | |||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | N/A | PC | FREE, PERSONALIZED AND GOAL-DRIVEN EDUC. PROGRAMMING TO ALL ADULT STUDENTS. | $5,000 |
| CHAFFEE ART CENTER - | |||||||
| 16 SOUTH MAIN STREET | RUTLAND | VT | 05701 | N/A | PC | HISTORIC RESORATION | $5,000 |
| CHAMPLAIN COMMUNITY SERVICES - | |||||||
| 512 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PC | GENERAL OPERATING SUPPORT-SOCIAL SERVICES | $500 |
| CHANDLER CENTER FOR THE ARTS - | |||||||
| 71 NORTH MAIN STREET | RANDOLPH | VT | 05060 | N/A | PC | UNDERWRITING DISCOUNTS ON ARTS PROGRAMS | $5,000 |
| CHARLOTTE FIRE AND RESCUE - | |||||||
| PO BOX 85 | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FIRE AND RESCUE SERVICES - GENERAL OPERATING SUPPORT | $100 |
| CHARLOTTE FOOD BANK - | |||||||
| 421 CHURCH HILL ROAD | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FOOD BANK | $400 |
| CHARLOTTE LAND TRUST - | |||||||
| PO BOX 43 | CHARLOTTE | VT | 05445 | N/A | PC | LAND CONSERVATION PROGRAMS | $150 |
| CHESTER COMMUNITY GREENHOUSE - | |||||||
| POBOX 1271 | CHESTER | VT | 05143 | N/A | PC | COMMUNITY GREENHOUSE | $1,000 |
| CHILDREN'S LITERACY FOUNDATION - | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | N/A | PC | SUPPORT FOR RURAL LIBRARIES PROGRAM - WARDSBORO PUBLIC LIBRARY | $4,000 |
| CITY HARVEST - | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | SUPPORT FOR FOOD PROGRAMS \ | $3,500 |
| CITY OF WINOOSKI - | |||||||
| 27 WEST ALLEN STREET | WINOOSKI | VT | 05404 | N/A | PC | BOSTON FED RESERVE VERMONT WORKING COMMUNITIES CHALLEGE MATCHING GRANT | $5,000 |
| COMM HARVEST OF C VERMONT - | |||||||
| 146 LORD ROAD | BERLIN | VT | 05602 | N/A | PC | INCREASE FOOD PROGRAM CAPACITY | $5,000 |
| COMM HEALTH CTRS OF BURLINGTO - | |||||||
| 617 RIVERSIDE AVENUE | BURLINGTON | VT | 05401 | N/A | PC | PURCHASE POINT-OF-CARE CHOLESTEROL SCREENING MACHINE AND SUPPLIES | $4,000 |
| COMMITTEE FOR TEMP SHELTER - | |||||||
| POBOX 1616 | BURLINGTON | VT | 05402 | N/A | PC | HOUSING SERVICES | $250 |
| FAIRBANKS MUSEUM - | |||||||
| 1302 MAIN STREET | ST JOHNSBURY | VT | 05819 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FAITH IN ACTION N COMM PART - | |||||||
| 3339 MAIN STREET PO BOX 157 | CABOT | VT | 05647 | N/A | PC | FOOD SHARE FUNDING , INCREASED DEMAND UNDER COVID | $4,000 |
| FOODSHARE - | |||||||
| 450 WOODLAND AVENUE | BLOOMFILELD | CT | 06002 | N/A | PC | SUPPORT FOR FOOD PROGRAMS \ | $3,500 |
| FRIENDS OF THE MORRILL HOMEST - | |||||||
| PO BOX 98 | STAFFORD | VT | 05072 | N/A | PC | SUPPORT OF PRODUCTION OF 2020 CALENDAR OF PROGRAMS AND EXHIBITS | $3,000 |
| FRIENDS OF VETERANS - | |||||||
| 28 FARMVU DRIVE SUITE 3 | WHITE RIVER JUNCTION | VT | 05059 | N/A | PC | FINACIAL ASSISTANCE TO VETERANS FACING EVICTION AND OTHER FINANCIAL CHALLENGES | $3,000 |
| GOOD SHEPARD CATHOLIC SCHOOL - | |||||||
| 121 MAPLE STREET | ST JOHSBURY | VT | 05819 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $2,000 |
| GOVERNOR'S INSTITUTES OF VT - | |||||||
| 25 HUBBARD STREET | MONTPELIER | VT | 05602 | N/A | PC | ANNUAL HIGH SCHOOLER LEADERSHIP AND DEVELOPMENT PROGRAM | $7,500 |
| GRACE COTTAGE FOUNDATION - | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $26,500 |
| GRAFTON CARES - | |||||||
| PO BOX 134 | GRAFTON | VT | 05146 | N/A | PC | LOCAL COSICAL SERVICES - FOOD, TRANSPORTATION | $1,000 |
| GRAFTON FIREMEN'S ASSOC INC | |||||||
| PO BOX 191 | GRAFTON | VT | 05146 | N/A | PC | LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT | $3,500 |
| GRAFTON HISTORICAL SOCIETY - | |||||||
| PO BOX 202 | GRAFTON | VT | 05146 | N/A | PC | LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT | $1,500 |
| GRAFTON PUBLIC LIBRARY | |||||||
| PO BOX 129 | GRAFTON | VT | 05146 | N/A | PC | LOCAL LIBRARY -GENERAL OPERATING SUPPORT | $2,000 |
| GRAFTON RESCUE SQUAD - | |||||||
| PO BOX 54 | GRAFTON | VT | 05146 | N/A | PC | LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT | $2,000 |
| GREEN MOUNTAIN CONSERVANCY - | |||||||
| PO BOX 301 | WEST DUMMERSTON | VT | 05357 | N/A | PC | TOWARDS PURCHASE OF, AND ONSERVATION EASEMENT ON, A 6262 ACRE PARCEL IN NEWFANE/BROOKLINE | $1,000 |
| GREEN MOUNTAIN UNITED WAY - | |||||||
| 652 GRANGER ROAD | BARRE | VT | 05641 | N/A | PC | BOSTON FED RESERVE VERMONT WORKING COMMUNITIES CHALLEGE MATCHING GRANT | $5,000 |
| GREEN MTN CONSERVANCY - | |||||||
| PO BOX 301 | WEST DUMMERSTON | VT | 05357 | N/A | PC | LAND CONSERVATION PROGRAMS | $5,000 |
| GROUNDWORKS COLLABERATIVE - | |||||||
| PO BOX 370 | BRATTLEBORO | VT | 05301 | N/A | PC | FOOD AND HOMELESSNESS SERVICES | $1,750 |
| HELEN DAY ART CENTER - | |||||||
| P O BOX 411 | STOWE | VT | 05672 | N/A | PC | ARTS EDIUCATION SCHOLARSHIP PROGRAMS | $5,000 |
| HELPING OTHER PEOPLE EVERYDAY - | |||||||
| 136 CHURCH STREET | LYNDONVILLE | VT | 05851 | N/A | PC | INCREASED PROGRAM NEEDS UNDER COVID | $5,000 |
| HUNGER FREE VERMONT - | |||||||
| 38 EASTWOOD DRIVE | S BURLINGTON | VT | 05403 | N/A | PC | FOOD PROGRAMS | $5,000 |
| JERICHO HISTORICAL SOCIETY - | |||||||
| PO BOX 35 | JERICHO | VT | 05465 | N/A | PC | STABILIZATION OF BROWNS RIVER RIVERBANK TO PROTECT OLD RED MILL | $5,000 |
| LAKE CHAMPLAIN COMMITTEE - | |||||||
| 208 FLYNN AVENUE 3F | BURLINGTON | VT | 05401 | N/A | PC | CONSERVATION AND CLEAN-UP PROGRAMS | $250 |
| LATCHIS ARTS - | |||||||
| 50 MAIN STREET | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $750 |
| LET'S GROW KIDS - | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05302 | N/A | PC | HIGH-QUALITY CHILD CARE FOR VERMONT CHILDREN-TRAINING, TECH ASSISTANCE, GRANTMAKING TO CHILD | $10,000 |
| LIVING MEM PARK SNOW SPORTS | |||||||
| 61 GUILFORD STREET | BRATTLEBORO | VT | 05303 | N/A | PC | LOCAL RECREATION CENTER | $150 |
| LYNX - | |||||||
| PO BOX 70 | GRAFTON | VT | 05146 | N/A | PC | TO FUND GENERAL PROGRAMS | $500 |
| MEALS & WHEELS - SPRINGFIELD - | |||||||
| 139 MAIN STREET | SPRINGFIELD | VT | 05156 | N/A | PC | SUPPORT OF FOOD PROGRAMS | $5,000 |
| MONTCLAIR KIMBERLY ACADEMY FDN - | |||||||
| 201 VALLEY ROAD | MONTCLAIR | NJ | 07042 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $1,000 |
| MUSIC - COMP - | |||||||
| 4541 VT ROUTE 100 | DUXBURY | VT | 05676 | N/A | PC | SUPPORT FOR YOUNG COMPOSERSMENTORING PROGRAM | $5,000 |
| N COUNTRY SUPV UNION ENCORE - | |||||||
| 121 DUCHESS AVENUE | NEWPORT | VT | 05855 | N/A | PC | INCREASED ACCESS TO TRANSPORTATION | $5,000 |
| NATURE MUSEUM AT GRAFTON | |||||||
| 186 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | PC | CONSTRUCTION OF EDUCATIONAL STRUCTURE | $1,000 |
| NE CENTER FOR CIRCUS ARTS - | |||||||
| 10 TTOWN CRIER ROAD | BRATTLEBORO | VT | 05301 | N/A | PC | NON-PROFIT CIRCUS SCHOOL | $750 |
| NEIGHBOR TO NEIGHBOR - | |||||||
| 5138 MAIN STREET | MANCHESTER | VT | 05255 | N/A | PC | GENERAL OPERATING EXPENSES | $5,000 |
| NEW MUSIC ON THE POINT - | |||||||
| 1361 HOOKER ROAD | LEICESTER | VT | 05733 | N/A | PC | EDUCTIONAL PROGRAMS AND COMMUNITY CONCERTS | $2,000 |
| NEXT STAGE ARTS PROJECT - | |||||||
| 15 KIMBALL HILL | PUTNEY | VT | 05346 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $500 |
| NORTHEAST KINGDOM CHAR FUNDS - | |||||||
| C/O VCF 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PC | LOCAL SOCIAL SERVICES NEEDS | $500 |
| NORTHEASTERN VT REGIONAL HOSP - | |||||||
| 714 BREEZY HILL ROAD | ST JOHNSBURY | VT | 05819 | N/A | PC | HEALTH SERVICES | $1,000 |
| OUTRIGHT VERMONT - | |||||||
| PO BOX 05402 | BURLINGTON | VT | 05402 | N/A | PC | SUPPORT OF TEEN LGBTQ ASSISTANCE PROGRAMS | $5,000 |
| PLANNED PARENTHOOD OF NNE - | |||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | N/A | PC | REPRODUCTIVE SERVICES | $500 |
| PRESERVATION TRUST OF VERMONT - | |||||||
| 104 CHURCH STREET 21 | BURLINGTON | VT | 05401 | N/A | PC | LAND CONSERVATION PROGRAMS | $5,000 |
| PROJECT FEED THE THOUSANDS - | |||||||
| PO BOX 8366 | N BRATTLEBORO | VT | 05304 | N/A | PC | FOOD PROGRAMS | $500 |
| PUBLIC ASSETS INSTITUTE - | |||||||
| PO BOX 942 | MONTPELIER | VT | 05601 | N/A | PC | RESEARCH AND ANLAYSIS OF PUBLIC POLICY | $500 |
| RARITAN HEADWATERS ASSOCIATION - | |||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | N/A | PC | WATER CONSERVATION | $500 |
| RESCUE INC - | |||||||
| 541 CANAL STREET | BURLINGTON | VT | 05301 | N/A | PC | UPGRADE CARDIAC MONITORS | $4,000 |
| RICH EARTH INSTITUTE - | |||||||
| 44 FULLER DRIVE | BURLINGTON | VT | 05301 | N/A | PC | BUILDING PURCHASE AND RENOVATION | $5,000 |
| RIVER GALLERY ARTS - | |||||||
| 32 MAIN STREET | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $500 |
| RIVER VALLEY TECH CENTER - | |||||||
| 307 SOUTH STREET | SPRINGFIELD | VT | 05156 | N/A | PC | BOSTON FED RESERVE VERMONT WORKING COMMUNITIES CHALLEGE MATCHING GRANT | $5,000 |
| SANDGLASS THEATER - | |||||||
| PO BOX 970 | PUTNEY | VT | 05346 | N/A | PC | SUPPORT OF ANNUAL PUPPETS IN THE GREEN MOUNTAINS FESTIVAL | $4,000 |
| SEVCA - | |||||||
| 91 BUCK DRIVE | WESTMINSTER | VT | 05158 | N/A | PC | COMMUNITY ACTION AGENCY SERVING COMMUNITIES WITH VARIOUS NEEDS | $1,000 |
| SHELBURNE FARMS - | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | EDUCATION NONPROFIT | $9,250 |
| SHELBURNE MUSEUM INC - | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A | PC | EXHIBITION-RELATED EXPENSES FOR SECOND PART OF BIENNIAL EXHIBITION | $5,000 |
| SOUTH HERO LAND TRUST - | |||||||
| 106 COMMUNITY ROAD | SOUTH HERO | VT | 05486 | N/A | PC | LAND CONSERVATION PROGRAMS | $10,000 |
| ST JOHNSBURY ACADEMY - | |||||||
| 1000 MAIN STREET | ST JOHNSBURY | VT | 05819 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $28,000 |
| ST JOHNSBURY ATHENAEUM - | |||||||
| 1171 MAIN STREET | ST JOHNSBURY | VT | 05819 | N/A | PC | LOCAL LIBRAY AND ATHENAEUM - GENERAL OPERATING SUPPORT | $1,000 |
| ST LAWRENCE UNIVERSITY - | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $6,000 |
| THE GRAFTON NEWS - | |||||||
| PO BOX 93 | GRAFTON | VT | 05146 | N/A | PC | FREE TOWN NEWSLETTER | $1,380 |
| THEATRE ADVENTURE INC - | |||||||
| 29 SOUTH STREET | WEST BRATTLEBORO | VT | 05301 | N/A | PC | SUPPORT EXPANSION OF ONLINE PROGRAM DELIVERY | $5,000 |
| TOWN OF BROOKLINE - | |||||||
| PO BOX 403 | BROOKLINE | VT | 05345 | N/A | PC | ASSIST WITH RENOVATION OF 1836 BROOKLINE MEETINGHOUSE | $3,000 |
| TOXICS ACTION CENTER INC - | |||||||
| 141 MAIN STREET SUITE 6 | MONTPELIER | VT | 05602 | N/A | PC | PLATFORM FOR ENVIRONMENTAL JUSTICE ISSUES | $5,000 |
| VALLEY CARES - | |||||||
| PO BOX 341 | TOWNSHEND | VT | 05353 | N/A | PC | NON-PROGIT SENIOR HOUSING | $500 |
| VERMONT FARMERS FOOD CENTER - | |||||||
| 251 WEST STREET | RUTLAND | VT | 05701 | N/A | PC | FOOD INSECURITY PROGRAMS | $5,000 |
| VERMONT FOODBANK - | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | N/A | PC | SUPPORT FOR FOOD PROGRAMS \ | $1,000 |
| VERMONT HISTORICAL SOCIETY - | |||||||
| 60 WASHINGTON STREET | BARRE | VT | 05641 | N/A | PC | MENTORS PROGRAM SUPPORTING LOCAL VT HISTORICAL SOCIETIES | $5,000 |
| VERMONT JAZZ CENTER - | |||||||
| 72 COTTON MILL STUDIO 222 | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $750 |
| VERMONT LAND TRUST - | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | LAND CONSERVATION PROGRAMS | $100 |
| VERMONT WOMEN'S FUND - | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PC | WOMEN'S SERVICES | $1,000 |
| VISTING NURSE AND HOSPICE - | |||||||
| 88 PROSPECT STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | GENERAL OPERATING SUPPORT FOR EXPANDING TELEHEALTH PROGRAMS | $5,000 |
| VITAL COMMUNITIES - | |||||||
| 195 N MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | OFFSET EXPENSES FOR ADMINISTRATIVE COMMUNITY DISCUSSION LISTS | $5,000 |
| VT COMM FDN RESPONSE FUND - | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PC | COVID RELIEF PROGRAMS | $5,000 |
| VT COUNCIL ON RURAL DEVELOP - | |||||||
| PO BOX 1384 | MONTPELIER | VT | 05601 | N/A | PC | LOCAL COMMUNITY PLANNING PROGRAMS | $5,000 |
| VT YOUTH CONVERSATION CORPS - | |||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | N/A | PC | FARM PROGRAMS PROVIDING FRESH PRODUCE AND POULTRY FOR ERGENCY FOOD ASSISTANCE | $5,000 |
| WESTON PLAYHOUSE THEATRE - | |||||||
| 703 MAIN STREET | WESTON | VT | 05161 | N/A | PC | LOCAL PERFORMANCE ORGANIZATION - GENERAL OPERATING EXPENSES | $2,000 |
| WHPA - | |||||||
| PO BOX 584 | SAXTONS RIVER | VT | 05154 | N/A | PC | LAND CONSERVATION PROGRAMS | $500 |
| WINDHAM COUNTY HUMANE SOCIETY - | |||||||
| PO BOX 397 | BRATTLEBORO | VT | 05302 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| WINDHAM COUNTY NAACP - | |||||||
| POBOX 6164 | BRATTLEBORO | VT | 05302 | N/A | PC | SOCIAL JUSTICE PROGRAMS | $2,100 |
| WOMEN'S COMMUNITY CLUB - | |||||||
| BOX 1 | GRAFTON | VT | 05146 | N/A | PC | SCHOLARSHIP PROGRAMS | $1,500 |
| YELLOW BARN - | |||||||
| PO BOX 507 | PUTNEY | VT | 05346 | N/A | PC | SUPPORT OF 12-WEEK TOUR DURING COVID FOR UPLIFT TO NURSING HOMES, REITREMENT FACILITIES, ETC. | $6,000 |
| YOUNG TRADITIONS VERMONT - | |||||||
| PO BOX 163 | FAIRFAX | VT | 05454 | N/A | PC | YOUTH MUSIC AND PERFORMANCE ORGANIZATION | $500 |
| YOUNG WRITERS PROJECT - | |||||||
| 47 MAPLE STREET SUITE 216 | BURLINGTON | VT | 05401 | N/A | PC | PROGRAMS FOR YOUTH WRITING AND PHOTOGRAPHY MENTORING | $5,000 |
| YOUTH SERVICES - | |||||||
| 32 WALNUT STREET PO BOX 6008 | BRATTLEBORO | VT | 05302 | N/A | PC | YOUTH SUPPORT SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,430 | 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 | $298,239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,084 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $385,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $512,569 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS INCOME | $42,883 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $974,918 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,376,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,017,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,394,697 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VERMONT COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 COURT STREET | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $370,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,375 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF FIXED ASSETS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $361,698 | GrossSalesPriceAmt |
| Basis | $339,780 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $308,597 | TotalNetAmt |
| Accumulated Depreciation | $286,679 | AccumulatedDepreciationAmt |
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 $1,229,114.INTEREST INCOME IN THE AMOUNT OF $289,234. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $10,668,420 | EOYBookValueAmt |
| EOYFMV | $10,668,420 | EOYFMVAmt |
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 | $3,737,528 | BookValueAmt |
| EOYFMV | $3,737,528 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $475 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $475 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BUILDINGS | $10,671,461 | $10,461,178 | $10,461,178 |
| WINDHAM CENTER BUILDING | $254,242 | $254,242 | $254,242 |
| FURNISHING AND EQUIPMENT | $2,751,828 | $2,700,207 | $2,700,207 |
| WINDHAM OFFICE EQUIPMENT | $123,856 | $123,856 | $123,856 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY IN EARNINGS/LOSS SUBS | Desc |
| Amt | $2,540,932 | Amt |
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 | $49,418 | $0 | $49,418 | $21,863 |
| BLACKSMITH PROJECT | $764 | $0 | $764 | $338 |
| NURSERY EXPENSE | $17,793 | $0 | $17,793 | $17,793 |
| MISC EXPENSE - ACTIVITY | $91 | $0 | $91 | $91 |
| LICENSES, FILINGS | $2,170 | $0 | $2,170 | $2,170 |
| TRAINING/CONTINUING EDUCATION | $210 | $0 | $210 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $42,883 | $42,883 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $974,918 | $974,918 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,275,960 |
| CURRENT YEAR CHANGE IN PERSON OBLIGATION | $1,216,477 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ACCRUED EXPENSES | Desc |
| BOY Book Value | $1,757,953 | BOYBookValueAmt |
| EOY Book Value | $490,606 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $75,631 | Amt |
| Net Investment Income | $47,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,682 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $40,722 | $0 | $40,722 | $18,015 |
| REAL ESTATE TAXES | $273,680 | $0 | $273,680 | $121,076 |
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 | $1,527,348 | TotalAmt |
Comments