2017-08-23T07:02:52-05:00 2016-12-31 030225774 GALLAGHER FLYNN & COMPANY LLP 45 LYME RD SUITE 205 HANOVER NH 03755 990PF 2016-01-01 030346513 THE ORTON FAMILY FOUNDATION INC ORTO 8024950864 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DAVID LECKEY EXECUTIVE DIRECTOR 8024950864 2017-08-22 1 PHILIP A LAPP CPA P00356904 6036430043 50.195.15.36 2017-08-22 08:51:09 ED P 7D02639F239EBB12758C909D6B33FDCCEF02F454 0289AC15FCDB783E9C53813C7C98913F668056E8 2016 2021-01-29 14:40:06Z X 17591830 X 2671287 333966 333966 333966 1196414 7763929 1196414 0 44422 0 44422 4246089 1530380 378388 239769 0 200769 39000 749646 21878 167785 536983 272779 5060 0 252929 4234 0 4234 0 11200 5600 5600 0 46782 46782 0 0 28829 696 0 0 16025 0 0 67535 0 0 67535 39747 0 0 39747 17880 0 0 17880 693598 0 0 715322 2188024 80016 378388 1669396 0 0 2188024 80016 378388 1669396 2058065 1450364 0 111511 88410 88410 6344 3772 6344 6344 4 0 280 4 4 45824 26821 26821 13857365 17083169 17083169 1392726 313381 313381 193353 120682 63877 72671 72671 1030 1030 1030 15476385 17591830 17591830 171848 96966 171848 96966 X 15304537 17494864 15304537 17494864 15476385 17591830 15304537 2058065 934233 18296835 801971 17494864 SALES OF SECURITIES P 2016-12-31 7763929 6567515 1196414 1196414 1196414 0 0 1716157 14055419 0.122099 1910842 11924116 0.160250 2389617 10311515 0.231743 2108115 7834749 0.269072 2157758 7258153 0.297287 1.080451 0.216090 16176933 3495673 14504 3510177 1669396 29007 0 29007 0 29007 24720 4287 29007 80 80 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 1 0 0 0 1 WWW.ORTON.ORG CAROL BERTRAND 8024950864 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYMAN ORTON 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 CHAIRMAN OF THE BOARD 4.00 0 0 0 SUSAN KIRKPATRICK 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 SECRETARY AND TREASURER 2.00 5000 0 0 THOMAS DANIELS 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 JARED DUVAL 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 JANICE IZZI 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 0 0 0 DR CAROLYN LUKENSMEYER 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 4000 0 0 ED MCMAHON 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 SHERRY RISTAU 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 SCOT SPENCER 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 4000 0 0 ANTHONY WOOD 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 6000 0 0 DAVID LECKEY 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 EXECUTIVE DIRECTOR 40.00 200769 39256 0 ALECE MONTEZ-GRIEGO 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF PROGRAMS 40.00 110423 33481 0 CAROL BERTRAND 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF FINANCE 40.00 87887 31461 0 KATHERINE MCQUADE 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF MARKETIN 40.00 87327 25486 0 0 NONE 0 THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE COMMUNITY HEART & SOUL METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNER ORGANIZATIONS AND HEART & SOUL COACHES, AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THIS TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS, STAKEHOLDERS AND SMALL CITIES AND TOWNS UNDER A POPULATION OF 50,000. 860485 THE FOUNDATION WORKS TO IDENTIFY PRIORITY TARGET AUDIENCES, AND DEVELOP AND EXECUTE MARKETING STRATEGIES THAT WILL REACH AND PERSUADE THOSE TARGET AUDIENCES TO SUPPORT, FUND, AND IMPLEMENT COMMUNITY HEART & SOUL. AS PART OF THIS TASK, THE FOUNDATION SPREADS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS, STAKEHOLDERS, AND SMALL CITIES AND TOWNS UNDER A POPULATION OF 50,000. ONE OF THE WAYS THIS IS ACHIEVED IS THROUGH THE USE OF ITS WEBSITE AND SOCIAL MEDIA TO BROADCAST LESSONS AND SUCCESS STORIES. THE FOUNDATION IS ALSO WORKING TO SHAPE AND STRENGTHEN ITS VOICE, ENSURING THAT ALL MESSAGES ARE CONSISTENT, CLEAR, PERSUASIVE, AND VISUALLY POWERFUL FOR EFFECTIVE COMMUNICATION TO A WIDE, DIVERSE, EXTERNAL AUDIENCE. 532871 THE FOUNDATION IDENTIFIES, STRENGTHENS AND BUILDS RELATIONSHIPS THAT WILL SPREAD AWARENESS AND SUPPORT OF THE COMMUNITY HEART & SOUL PHILOSOPHY AND PROCESS. WITH THE ASSISTANCE OF INDEPENDENT CHAMPIONS, THE FOUNDATION IS BUILDING A COALITION OF NATIONAL, REGIONAL AND LOCAL RESOURCES, AND ORGANIZATIONS WITH SIMILAR CHARITABLE MISSIONS TO HELP SMALL CITIES AND TOWNS TO IMPLEMENT THE COMMUNITY HEART & SOUL MODEL. THE FOUNDATION DOES THIS THROGUH ONE-ON-ONE MEETINGS AND GROUP PRESENTATIONS. 338209 0 16323321 99961 0 16423282 0 0 16423282 246349 16176933 808847 X 1669396 0 1669396 0 1669396 1995-08-18 X 0 0 596206 178412 774618 0 0 506775 151650 658425 1669396 1716157 1910842 2389617 7686012 0 0 0 0 0 1669396 1716157 1910842 2389617 7686012 0 0 539231 468514 397471 118941 1524157 0 0 0 0 LYMAN ORTON X 0 0 14 333966 18 1196414 MISCELLANEOUS INCOME 44422 0 1530380 44422 1574802 11A MISCELLANEOUS PROGRAM - RELATED INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 LYMAN K ORTON PO BOX 775782 STEAMBOAT SPRINGS CO 80477 851840 X X 2 LYMAN K ORTON PO BOX 775782 STEAMBOAT SPRINGS CO 80477 842729 X X 3 LYMAN K ORTON PO BOX 775782 STEAMBOAT SPRINGS CO 80477 976718 X X 1 3,150 SHS APPLE - $349,8394,060 SHS TJX - $297,3142,700 SHS DOLLAR TREE - $204,687 851840 2016-11-09 2 360 SHS ALPHABET INC. - $292,3133,690 SHS - PHILLIPS 66 - $294,7944,680 SHS STARBUCKS - $255,622 842729 2016-11-09 3 250 SHS PRICELINE - $394,5333,010 SHS MASTERCARD - $318,1572,240 SHS MIDDLEBURY CORP - $264,028 976718 2016-11-09 ACCOUNTING FEES 11200 5600 5600 0 CORPORATE STOCK 17083169 17083169 CASH & MONEY FUNDS AT COST 313381 313381 LEGAL 4234 0 4234 0 TRADEMARK 1030 1030 1030 CONTRIBUTED SECURITIES BASIS DIFFERENCE 801971 ADVERTISING AND PROMOTION 6397 0 0 6397 BANK, PAYROLL AND CREDIT CARD FEES 2630 0 0 2630 CONSULTANTS AND SUBCONTRACTORS 316279 0 0 338003 DUES & SUBSCRIPTIONS 14344 0 0 14344 EQUIPMENT COSTS 36429 0 0 36429 INSURANCE 10988 0 0 10988 POSTAGE 3952 0 0 3952 SUPPLIES 26933 0 0 26933 TELEPHONE AND INTERNET 27067 0 0 27067 TRUSTEE EXPENSES 38663 0 0 38663 TRAVEL 209916 0 0 209916 MISCELLANEOUS INCOME 44422 44422 UNREALIZED LOSS ON INVESTMENTS 934233 MANAGEMENT FEES 46782 46782 0 0 EXCISE TAXES 28133 0 0 0 FOREIGN TAXES 696 696 0 0