2021-02-08T10:44:46-06:00 2020-03-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2019-04-01 136142024 THE WINDHAM FOUNDATION INC WIND 8028432220 PO BOX 70 GRAFTON VT 05146 BOB DONALD CHIEF FINANCIAL OFFICER 8028432220 2021-02-08 1 JAMES M HARNISH P01215311 8026581808 2019 2022-09-23 18:48:47Z X 19266261 X 353500 359796 359796 359796 224826 224826 224826 402023 402023 402023 402023 456857 456857 456857 1180323 0 1180323 2977325 1443502 2623825 318738 0 318738 141010 438830 0 438830 194138 334730 0 334730 148085 4164 0 4164 0 27006 0 27006 0 88343 47913 40430 0 2043 0 2043 0 315880 0 315880 139745 261600 0 261600 430014 0 430014 190238 10719 0 10719 10719 61782 0 55110 36657 2293849 47913 2239264 860592 384850 384850 2678699 47913 2239264 1245442 298626 1395589 384561 428548 112094 112094 827576 85415 85415 100653 21078 100653 100653 12136 6152 6152 52089 54767 54767 8435087 8224251 8224251 7438019 6380279 6380279 14884788 10582138 4539983 4302650 4302650 21754516 19266261 19266261 26247 12125 77886 49124 1127711 1757953 1231844 1819202 X 20449537 17399524 73135 47535 20522672 17447059 21754516 19266261 20522672 298626 0 20821298 3374239 17447059 MERRILL LYNCH - 02852 ST 19242 19242 MERRILL LYNCH - 02852 LT 437615 437615 456857 456857 X 1986-08-18 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 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 ELIZABETH BANKOWSKI PO BOX 70 GRAFTON VT 05146 PRESIDENT / CHAIRMAN 24.00 130000 0 434 EDWARD ZUCCARO PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 5000 0 0 JEFFREY SMITH PO BOX 70 GRAFTON VT 05146 VICE PRESIDENT 4.00 2083 0 0 WILLIAM BRUETT PO BOX 70 GRAFTON VT 05146 CHAIRMAN 8.00 8000 0 0 ELLEN LOVELL PO BOX 70 GRAFTON VT 05146 SECRETARY 2.00 5000 0 0 ROBIN STERN PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 5000 0 0 SUZANNE WELCH PO BOX 70 GRAFTON VT 05146 TREASURER 4.00 0 0 0 ROBERT DONALD PO BOX 70 GRAFTON VT 05146 ASST SEC/TREASURER 40.00 165000 0 13399 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 PAULA JOHNSON PO BOX 70 GRAFTON VT 05416 HR MANAGER 40.00 65000 0 13399 KARL LAUREN PO BOX 70 GRAFTON VT 05146 FACILITY MANAGER 40.00 65076 0 7199 BECKY BRYANT PO BOX 70 GRAFTON VT 05146 GRANT ACCOUNTANT 40.00 48700 0 18455 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 AND THE RETREAT FARM. 1245442 0 8786165 266901 0 9053066 0 0 9053066 135796 8917270 445864 X 1245442 0 1245442 0 1245442 1972-01-24 X 384561 0 0 0 384561 326877 0 0 0 326877 1245442 1241438 1288797 1302597 5078274 0 0 0 0 0 1245442 1241438 1288797 1302597 5078274 0 0 297243 484048 652095 659467 2092853 0 0 0 0 THE WINDHAM FOUNDATION - ATTN MS EL PO BOX 70 GRAFTON VT 05146 8028432216 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. NONE 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. CONTRIBUTIONS - SEE ATTACHED STATEMENT PO BOX 70 GRAFTON VT 05146 NONE PUBLIC CHARITABLE/EDUCATIONAL 384850 384850 0 14 359796 14 224826 16 402023 18 456857 MISCELLANEOUS INCOME 75119 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 1105204 0 1443502 1180323 2623825 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 349000 X ACCOUNTING FEES 27006 0 27006 0 GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR OR APPROVED FOR FUTURE PAYMENT PART XV, LINE 3 $7,500- ADVANCE VERMONT 300- ALPORT SYNDROME FOUNDATION 1,000- AMERICAN CHEESE SOCIETY 2,000- ART IN THE NEIGHBORHOOD 5,000- BIG BROTHERS BIG SISTERS OF VT 1,000- BRATTLEBORO MUSEUM AND ART CTR 3,000- BRATTLEBORO LITERARY FESTIVAL 5,000- BRATTLEBORO MUS. AND ARTS CTR 500- BRATTLEBORO MEMORIAL HOSPITAL 3,000- BRATTLEBORO OUTING CLUB 5,000- BRATTLEBORO COMMUNITY CENTER 250- BRATTLEBORO ROTARY CLUB 5,000- CANTERBURY SCHOOL - JS 750- CAPITAL CITY CONCERTS - EL 2,000- CAVENDISH FLETCHER COMM. LIBRARY 8,000- CATAMOUNT ARTS - EZ 100- CENTRAL ELEMENTARY SCHOOL 5,000- CENTRAL VT ADULT BASIC EDUCATION 250- CERF 1,500- CITY HARVEST 5,000- COMMUNITY ENGAGEMENT LAB 5,000- COMPOSTING ASSOCIATION OF VT 5,000- CONNECTICUT RIVER CONSERVANCY(4,850) CONTRIBUTION CORRECTION 250- CRAFTS EMER. RELIEF FUND 1,000- E. LOVELL 1,000- FAIRBANKS MUSEUMA AND PLAN. 5,000- FAITH IN ACTION N. COMM. PART. 1,500- FOODSHARE 3,000- FRIENDS OF THE MORRILL HOMES. 2,000- GODDARD COLLEGE 2,000- GOOD SHEPARD CATHOLIC SCHOOL 500- GRACE COTTAGE FOUNDATION 2,000- GRAFTON CARES 750- GRAFTON COMMUNITY PICNIC 3,000- GRAFTON COMMUNITY CHURCH 750- GRAFTON ELEMENTARY SCHOOL 2,000- GRAFTON FIREMEN'S ASSOC., INC. 3,500- GRAFTON HISTORICAL SOCIETY 500- GRAFTON NEWS 2,000- GRAFTON PUBLIC LIBRARY 3,500- GRAFTON RESCUE SQUAD 3,500- GRASS ROOTS ART & COMM. EFFORT 6,000- GREEN MOUNTAIN CAMP FOR GIRLS 5,000- GREEN MOUNTAIN CONSERVANCY 500- GROUNDWORKS COLLABORATIVE 1,000- HARRIS HILL SKI JUMP, INC 500- HELEN HAYES HOSPITAL FUND 1,000- HILDENE 1,000- INSTITUTE FOR SUSTAINABLE COMM. 3,000- ISLE LA MOTTE PRESERV. TRUST 1,000- J SMITH GF GRANT 750- LATCHIS ARTS 4,000- LONDONDERRY ARTS & HISTORICAL SOCIETY 2,000- MAIN STREET ARTS 3,000- MANCHESTER MUSIC FESTIVAL 9,000- MARLBORO COLLEGE 1,000- MARLBORO MUSIC SCHOOL AND FEST 1,000- MIDDSUMMER LUNCH AND REC PROGRAM 2,000- NATURE MUSEUM AT GRAFTON 5,250- NEW ENGLAND CENTER FOR CIRCUS ARTS 500- NEW ENGLAND YOUTH THEATRE 8,500- NEXT STAGE ARTS PROJECT 500- NORTHEAST KINGDOM CHAR. FUNDS 1,000- NORTHEAST VERMONT REG. HOSP. 5,000- NORTHWEST REG. PLANNING COMM. 2,000- OUTRIGHT VERMONT 500- PARTNERSHIP CAM. FOR ROCK PT 5,000- PAWLET PUBLIC LIBRARY 1,000- PRESERVATION TRUST OF VERMONT 500- PROJECT FEED THE THOUSANDS 5,000- RANDOLPH UNION HIGH SCHOOL 2,500- RARITAN HEADWATERS ASSOCIATION 3,250- RIVER GALLERY ART SCHOOL 3,000- ROCKINGHAM ARTS AND MUS. PROJECT 5,000- RUTLAND CITY PARENT CILD CENTER 5,000- SALVATION FARMS 3,000- SANDLGLASS THEATER 1,000- SAXTONS RIVER RECREATION AREA 5,000- SCAGG MOUNTAIN MUSIC 1,350- SEVCA 7,500- SHELBURNE FARMS 14,000- SOUTH HERO LAND TRUST 3,000- SOUTHERN VERMONT ARTS CENTER 5,000- SPRINGFIELD FAMILY CENTER 2,500- SPRINGIELD ART AND HIST. SOC. 500- SPRINGFIELD HOSPITAL 3,000- ST. JOHNSBURY ACADEMY - EZ 1,000- ST. JOHNSBURY ATHENAEUM - EZ 5,000- ST. LAWRENCE UNIVERSITY 1,000- STAND FOR ANIMALS VET. CLINIC 5,250- STONE TRUST 3,000- THE CHILDREN'S LITERACY FOUNDATION 15,000- THE FLOW OF HISTORY 5,000- THE ROOT SOCIAL JUSTICE CENTER 15,000- THE VERMONT ARTS COUNCIL 5,000- THE WARRIOR CONNECTION 1,000- TOWN OF BRATTLEBORO 10,000- TOWN OF GRAFTON 7,000- TOWNSHEND HISTORICAL SOCIETY 2,000- TRUST FOR HISTORICAL PRESERVATION 5,000- UNITED WAY OF LAMOILLE COUNTY 750- UNITED WAY OF WINDHAM COUNTY 2,000- VERMONT ACADEMY 1,000- VERMONT FOODBANK 2,200- VERMONT HIGHER EDUCATION COUNCIL 5,000- VERMONT HISTORICAL SOCIETY 7,500- VERMONT PARKS FOREVER 2,500- VERMONT PUBLIC RADIO 6,250- VERMONT STUDIO CENTER 2,000- VERMONT SYMPHONY ORCHESTRA 5,000- VERMONT YOUTH ORCHESTRA ASSOCIATION 2,000- VITAL COMMUNITIES 5,000- VT COUNCIL ON RURAL DEVELOPMENT 250- VT JAZZ CENTER 1,000- VT PART. FOR FAIRNESS & DIV. 5,000- VT YOUTH COSERVATION CORP 250- WESTMINSTER CARES 1,750- WINDHAM COUNTY HUMANE SOCIETY 500- WINDHAM HILL PINNACLE 2,000- WINSTON PROUTY CENTER 1,000- WOMEN'S COMMUNITY CLUB 1,000- YELLOW BARN 500- YOUNG TRADITIONS VERMONT 5,000- YOUNG WRITER' PROJECT_______$384,850 TOTAL 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 $1,357,650.INTEREST INCOME IN THE AMOUNT OF $358,790. MUTUAL FUNDS 8224251 8224251 INVESTMENT IN AND ADVANCES TO SUBSIDIARY AT COST 6380279 6380279 LEGAL FEES 4164 0 4164 0 UNREALIZED GAIN ON INVESTMENTS 932542 EQUITY IN EARNINGS/LOSS SUBS 1630590 CURRENT YEAR CHANGE IN PERSON OBLIGATION 811107 OFFICE EXPENSE 43363 0 43363 19184 BLACKSMITH PROJECT 630 0 630 279 NURSERY EXPENSE 8864 0 8864 8864 SPECIAL EVENT 84 0 84 84 MISC EXPENSE - ACTIVITY 788 0 788 788 LICENSES, FILINGS 786 0 786 786 TRAINING/CONTINUING EDUCATION 595 0 595 0 FUEL COSTS 6672 0 0 6672 MISCELLANEOUS INCOME 75119 75119 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 1105204 1105204 OTHER ACCRUED EXPENSES 1127711 1757953 CONSULTING & INVESTMENT MANAGEMENT FEES 88343 47913 40430 0 PAYROLL TAXES 52841 0 52841 23377 REAL ESTATE TAXES 263039 0 263039 116368 TOWNSEND VERMONT HOLDINGS INC PO BOX 70 GRAFTON VT 05146 270034707 RENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSE REIMBURSEMENTS PAID TO THE WINDHAM FOUNDATION 0 1716440