2022-05-11T12:58:47-07:00 2021-12-31 471371818 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990PF 2021-01-01 030346513 The Orton Family Foundation Inc ORTO 8024950864 120 Graham Way Shelburne VT 05482 Mark Sherman Executive Director & Authorized Tax 8024950864 2022-05-11 true Mark Sherman XXX-XX-XXXX William S Huckabay CPA P00154308 8028707086 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 24018040 X 1004000 24 24 24 286283 286283 286283 0 0 0 0 2199865 5995392 2199865 0 0 0 0 0 0 18967 0 18967 3509139 2486172 305274 360385 29422 29422 268919 771588 207 207 770967 143425 0 0 143535 6862 0 0 0 11035 4965 4965 1656 96583 96583 96583 0 0 0 0 0 112547 1545 1545 75102 28852 694 694 55989 1595 1595 51205 13446 87 87 12743 8474 0 0 8474 584267 3684 3684 563240 2193453 138782 138782 1895841 50000 50000 2243453 138782 138782 1945841 1265686 2347390 166492 16300 193618 193618 40001 40000 40000 0 0 0 0 0 0 0 0 0 31393 26665 26665 21048258 23090477 23090477 0 602673 624535 624535 167951 126236 62953 41715 41715 1030 1030 1030 21802608 24018040 24018040 81694 86943 0 0 0 0 81694 86943 X 21720914 23931097 0 0 21720914 23931097 21802608 24018040 21720914 1265686 944497 23931097 23931097 Publicly Traded Securities P 5995392 0 3795527 2199865 0 0 0 2199865 2199865 32629 0 32629 0 32629 27668 27668 27668 X 4961 0 false false false 0 0 0 false false false false true true VT true true false false false true www.orton.org Carol Bertrand 8024950864 120 Graham Way 126 Shelburne VT 05482 false false false false true false false false false false false false false false false false false false false false false false Lyman Orton 120 Graham Way 126 Shelburne VT 05482 Chair 4.00 0 0 0 Susan Kirkpatrick 120 Graham Way 126 Shelburne VT 05482 Secretary/Treasurer 2.00 3000 0 0 Tony Wood 120 Graham Way 126 Shelburne VT 05482 Director 2.00 3000 0 0 Janice Izzi 120 Graham Way 126 Shelburne VT 05482 Director 2.00 0 0 0 Jody Fried 120 Graham Way 126 Shelburne VT 05482 Director 2.00 2000 0 0 Mark Sherman 120 Graham Way 126 Shelburne VT 05482 Exec. Dir. 40.00 215827 15076 0 Carol Bertrand 120 Graham Way 126 Shelburne VT 05482 Director of Finance 40.00 96969 24512 0 Jane Lafleur 120 Graham Way 126 Shelburne VT 05482 Director - Market De 40.00 148469 11131 0 Caitlyn Davison 120 Graham Way 126 Shelburne VT 05482 Sr. Assoc. - Market 40.00 77444 29828 0 Alexis Halbert 120 Graham Way 126 Shelburne VT 05482 Sr. Assoc. - Trainin 40.00 88615 24500 0 Leanne Tingay 120 Graham Way 126 Shelburne VT 05482 Sr. Assoc. - Trainin 40.00 83848 23676 0 Sara Lightner 120 Graham Way 126 Shelburne VT 05482 Director of Training 40.00 109620 31497 0 2 Community Foundation of Greater Dubuque 700 Locust Street Suite 195 Dubuque IA 52001 Midwest Cluster Consulting 95000 Hall Internet Marketing 40 Manson Libby Road Scarborough ME 04074 Website & Communications Consulting 55888 0 See Attached Statement 845818 See Attached Statement 255608 See Attached Statement 794415 22376525 839544 0 23216069 0 0 23216069 348241 22867828 1143391 X 0 1945841 0 0 0 1945841 0 0 0 1995-08-18 X 166492 156116 241240 255200 819048 141518 132699 205054 216920 696191 1945841 2086916 2544041 2357815 8934613 50000 0 0 0 50000 1895841 2086916 2544041 2357815 8884613 762261 619767 543353 571650 2497031 Lyman Orton None X Akron Opera House PO Box 223 Akron IA 50001 PC AkronHeart & Soul 10000 Growing Places 325 Lindell Avenue Leominster MA 01453 PC WinchendonHeart & Soul 10000 Village of Cambridge Illinois 124 West Exchange Street Cambridge IL 61238 PC CambridgeHeart & Soul 10000 City of Muscatine Iowa 215 Sycamore Street Muscatine IA 52761 PC MuscatineHeart & Soul 10000 City of Postville Iowa 147 North Lawler Street Postville IA 52162 PC PostvilleHeart & Soul 10000 50000 14 24 14 286283 18 2199865 Training revenue 18760 Other program service revenue 207 2486172 18967 2505139 11a Revenue from "Community Heart & Soul" training activities. 11b Various miscellaneous program service revenue and program reimbursements. false false false false false false false false false false X X 1 Lyman Orton 1328 Barnumville Road Manchester Center VT 05255 1000000 X Vermont CPA Firm Audit & Tax Preparation Services 11035 4965 4965 1656 Publicly Traded Securities Purchased Unrelated Third Parties 5995392 3795527 2199865 Part VIII-A Summary of Direct Charitable Activities / Lines 1 & 2 Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Part VIII-A Summary of Direct Charitable Activities / Line 3 market development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoption 25sh Alphabet Inc. Class A 72426 72426 21sh Alphabet Inc. Class C 60765 60765 1,569sh AT&T Inc. 38597 38597 751sh Comcast Corporation 37798 37798 1,123sh Interpublic Group 42056 42056 100sh Meta Platforms Inc. 33635 33635 49sh Netflix Inc. 29520 29520 471sh Omnicom Group Inc. 34510 34510 1,216sh Twitter Inc. 52556 52556 1,124sh Verizon Communications 58403 58403 16sh Amazon.Com Inc. 53349 53349 354sh Best Buy Company Inc. 35966 35966 228sh CDW Corporation 46690 46690 450sh D.R. Horton Inc. 48803 48803 90sh Deckers Outdoor Corporation 32968 32968 223sh Home Depot Inc. 92547 92547 773sh Lennar Corporation 89792 89792 12sh Lennar Corporation 1147 1147 190sh McDonald's Corporation 50933 50933 209sh Nike Inc. 34834 34834 560sh Ollie's Bargain Outlet Holdings Inc. 28666 28666 123sh Starbucks Corporation 14387 14387 259sh Target Corporation 59943 59943 144sh Tractor Supply Company 34358 34358 367sh V.F. Corporation 26872 26872 210sh Walt Disney Company 32527 32527 1,044sh Coca Cola Company 61815 61815 183sh Constellation Brands Inc. 45928 45928 360sh Darling Ingredients Inc. 24944 24944 498sh General Mills Inc. 33555 33555 210sh Kimberly Clark Corporation 30013 30013 521sh Lamb Weston Holdings Inc. 33021 33021 462sh Mondelez International Inc. 30635 30635 374sh Pepsico Inc. 64968 64968 422sh Philip Morris International 40090 40090 793sh Procter & Gamble Company Inc. 129719 129719 386sh Siteone Landscape Supply Inc. 93520 93520 553sh Tyson Foods Inc. 48199 48199 544sh Walgreens Boots Alliance Inc. 28375 28375 414sh Chevron Corporation 48583 48583 952sh ConocoPhillips 68715 68715 2,328sh Coterra Energy Inc. 44232 44232 426sh Exxon Mobil Corporation 26067 26067 500sh Phillips 66 36230 36230 162sh Pioneer Natural Resources 29465 29465 555sh The Williams Company Inc. 14452 14452 331sh Valero Energy Corporation 24861 24861 133sh American Express Company 21759 21759 228sh Ameriprise Financial Inc. 68778 68778 612sh Bank New York Mellon Corporation 35545 35545 217sh Berkshire Hathaway Inc. 64883 64883 59sh Blackrock Inc. 54018 54018 602sh Capital One Financial Corporation 87344 87344 488sh Cincinnati Financial Corporation 55598 55598 551sh Commerce Bancshares Inc. 37876 37876 332sh Cullen Frost Bankers Inc. 41855 41855 239sh Discover Financial Services 27619 27619 380sh East West Bancorp Inc. 29898 29898 345sh Equity Lifestyle Properties REIT 30243 30243 314sh First Republic Bank of San Francisco 64844 64844 760sh JP Morgan Chase & Company 120346 120346 1,284sh Keycorp 29699 29699 36sh Markel Corporation 44424 44424 129sh Marketaxess Holdings Inc. 53054 53054 1,241sh Mediaalpha Inc. 19161 19161 719sh Metlife Inc. 44930 44930 117sh Moodys Corporation 45698 45698 938sh Morgan Stanley Group Inc. 92074 92074 1,517sh Old Republic International Corporation 37288 37288 362sh PNC Financial Services Group Inc. 72588 72588 1,896sh Ryan Specialty Group Holdings 76504 76504 551sh Charles Schwab Corporation 46339 46339 481sh Transunion 57037 57037 546sh Truist Financial Corporation 31968 31968 1,163sh U.S. Bancorp 65326 65326 816sh United Bancshares Inc. 29604 29604 240sh Abbott Laboratories 33778 33778 312sh Abbvie Inc. 42245 42245 349sh Amgen Inc. 78515 78515 531sh Bristol-Myers Squibb Company 33108 33108 1,011sh CVS Health Corporation 104295 104295 397sh Danaher Corporation 130617 130617 2,754sh Elanco Animal Health Inc. 78159 78159 841sh Envista Holdings Corporation 37895 37895 468sh Gilead Sciences Inc. 33981 33981 649sh Globus Medical Inc. 46858 46858 597sh Johnson & Johnson 102129 102129 413sh Merck & Company Inc. 31652 31652 810sh Pfizer Inc. 47831 47831 1,387sh Silk Road Medical Inc. 59100 59100 245sh Syneos Health Inc. 25157 25157 97sh The Cooper Companies Inc. 40637 40637 39sh Thermo Fisher Scientific Inc. 26022 26022 226sh West Pharmaceutical Services Inc. 105996 105996 312sh Amphenol Corporation 27288 27288 961sh Avantor Inc. 40497 40497 129sh Avery Dennison Corporation 27938 27938 144sh Caterpillar Inc. 29771 29771 498sh Copart Inc. 75507 75507 103sh Deere & Company 35318 35318 985sh Duck Creek Technologies Inc. 29658 29658 354sh Fortive Corporation 27007 27007 324sh Fortune Home Brands Inc. 34636 34636 197sh General Dynamics Corporation 41069 41069 784sh HealthEquity Inc. 34684 34684 506sh Heico Corporation 65031 65031 496sh Honeywell International Inc. 103421 103421 150sh Lockheed Martin Corporation 53312 53312 23sh Mettler Toledo International 39036 39036 518sh Ncino Inc. 28417 28417 120sh Norfolk Southern Corporation 35725 35725 343sh Old Dominion Freight Line Inc. 122924 122924 232sh Parker Hannifin Corporation 73804 73804 240sh Regal Rexnord Corporation 40843 40843 52sh Roper Technologies Inc. 25577 25577 126sh Teledyne Technologies Inc. 55048 55048 72sh Transdigm Group Inc. 45812 45812 241sh United Parcel Service 51656 51656 222sh Verisk Analytics Inc. 50778 50778 70sh W.W. Grainger Inc. 36277 36277 531sh Xylem Inc. 63678 63678 346sh Adobe Inc. 196203 196203 249sh Ansys Inc. 99879 99879 876sh Apple Inc. 155551 155551 364sh Avalara Inc. 46996 46996 1,288sh Bentley Sys Inc. 62249 62249 147sh Broadcom Inc. 97815 97815 258sh Cadence Design Systems Inc. 48078 48078 1,093sh Cisco Systems Inc. 69263 69263 1,954sh Clearwater Analytics Holdings 44903 44903 516sh Cognizant Technology Solutions Corporation 45780 45780 123sh Factset Research Systems Inc. 59779 59779 91sh Fair Isaac Inc. 39464 39464 276sh Fidelity National Information Services 30125 30125 303sh Five9 Inc. 41608 41608 293sh Henry Jack & Associates Inc. 48928 48928 214sh IBM Corporation 28603 28603 94sh Intuit Inc. 60463 60463 64sh LAM Research Corporation 46026 46026 1,987sh Microchip Technology Inc. 172988 172988 746sh Microsoft Corporation 250895 250895 1,365sh Olo Inc. 28406 28406 455sh PayPal Holdings Inc. 85804 85804 954sh Qualcomm Inc. 174458 174458 107sh Salesforce.com Inc. 27192 27192 192sh Texas Instruments Inc. 36186 36186 139sh Tyler Technologies Inc. 74775 74775 303sh VISA Inc. 65663 65663 939sh Vontier Corporation 28855 28855 142sh Air Products & Chemicals Inc. 43205 43205 1,804sh Corteva Inc. 85293 85293 838sh Dow Inc. 47531 47531 378sh Ecolab Inc. 88675 88675 179sh Martin Marietta Materials Inc. 78853 78853 264sh Nucor Corporation 30136 30136 567sh RPM International Inc. 57267 57267 89sh Alexandria Real Estate Equities Inc. 19843 19843 225sh American Tower Corporation 65812 65812 201sh Avalonbay Communities Inc. 50771 50771 563sh Crown Castle International 117521 117521 552sh Hannon Armstrong Sustainable Inc. 29322 29322 821sh MGM Growth Properties LLC REIT 33538 33538 148sh Prologis Inc. 24917 24917 168sh Sun Communities Inc. REIT 35275 35275 350sh American Electric Power Company 31139 31139 266sh Duke Energy Holding Corporation 27903 27903 316sh Eversource Energy 28750 28750 790sh FirstEnergy Corporation 32856 32856 736sh Nextera Energy Inc. 68713 68713 1,764sh IShares Russell 1000 Growth ETF 539061 539061 25,833sh MSIF Growth Portfolio 1945761 1945761 4,506sh SPDR S&P 500 ETF 2140170 2140170 7,629sh IShares Russell 2000 ETF 1697071 1697071 120sh Accenture PLC 49746 49746 733sh Alcon Inc. 63859 63859 239sh Chubb Limited 46201 46201 372sh Horizon Therapeutics PLC 40087 40087 1,849sh Johnson Controls International PLC 150342 150342 72sh Linde PLC 24943 24943 773sh Medtronic PLC 79967 79967 2,032sh Michelin ADR 66629 66629 5,404sh Mitsubishi UFJ Financial Group ADR 29506 29506 779sh Nutrien Limited 58581 58581 962sh Nvent Electric PLC 36556 36556 477sh Restaurant Brands International Inc. 28944 28944 2,781sh Rightmove PLC 60042 60042 186sh SAP SE ADR 26060 26060 645sh Sony Corporation ADR 81528 81528 276sh TE Connectivity Limited 44530 44530 578sh Toronto-Dominion Bank 44321 44321 415sh Unilever PLC 22323 22323 81,569sh Columbia Overseas Value Fund 835264 835264 11,315sh IShares Core MSCI EAFE ETF 844552 844552 63,584sh WCM Focused International Growth Fund 1760012 1760012 8,828sh IShares Core MSCI Emerging Markets 528444 528444 84,482sh Wilmington International Fund I 864247 864247 33,608sh Wilmington Global Alpha Equities Fund 418086 418086 41,289sh Blackrock Event Driven Equity Fund 409589 409589 2,200sh Ishares Core S&P 500 1049378 1049378 Cash & Money Market Funds in Investment Portfolio 547450 547450 Bank Sweep in Investment Portfolio 77085 77085 Office Equipment & Furnishings 108889 87439 21450 Leasehold Improvements 18917 17055 1862 Websites 40145 21742 18403 Vermont Attorney Intellectual Property & Other Matters 6792 0 0 0 Miscellaneous Fees Various 70 0 0 0 Trademark 1030 1030 1030 Advertising & Promotion 2321 0 0 2321 Bank & Credit Card Fees 3584 119 119 3227 Consultants & Subcontractors 446180 2609 2609 438354 Dues & Subscriptions 17325 2 2 17319 Equipment Costs 18950 429 429 17663 Insurance 10150 244 244 9417 Postage 4949 56 56 4782 Professional Development 1699 153 153 1241 Seed Grants 50000 0 0 50000 Supplies 10226 25 25 10150 Telephone & Internet 18883 47 47 18743 LESS: Accrual to Cash Change: 0 0 0 -9977 Training Revenue 18760 0 18760 Miscellaneous Program Service Revenue 207 0 207 Unrealized Gain on Investments 944497 Inv. Manager #1 Investment Management Services 67430 67430 67430 0 Inv. Manager #2 Investment Management Services 29153 29153 29153 0 Payroll Taxes 79847 1545 1545 75102 Federal Excise Taxes 32700 0 0 0