2016-02-08T15:29:17-06:00 2015-03-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2014-04-01 136142024 THE WINDHAM FOUNDATION INC WIND 8028432211 PO BOX 70 GRAFTON VT 05146 BOB DONALD CHIEF FINANCIAL OFFICER 8028432211 2016-02-08 1 JAMES M HARNISH P01215311 8026581808 2014 2016-04-25 22:37:26Z X 39504819 X 297623 649605 649605 649605 399450 399450 399450 458507 458507 458507 458507 465698 5810095 465698 0 1438276 0 1438276 3709159 1973260 2945838 578789 0 578789 206396 577720 0 577720 206015 356319 0 356319 127063 2119 0 2119 0 55227 0 55227 0 162964 96016 162964 0 108943 0 108943 0 361648 0 361648 128964 386665 0 386665 390247 0 390247 139162 20279 0 20279 20279 120211 0 120211 120211 3121131 96016 3121131 948090 321725 321725 3442856 96016 3121131 1269815 266303 1877244 0 187312 138624 138624 8762 2741 8762 8762 7462 10461 10461 172245 51187 51187 25824501 23800636 23800636 8138074 8250428 8250428 17424500 10179779 7589161 7244721 7244721 41921496 39504819 39504819 34137 42867 10354180 10278775 1075559 1396292 11463876 11717934 X 30425146 27756185 32474 30700 30457620 27786885 41921496 39504819 30457620 266303 0 30723923 2937038 27786885 GMO SALES P 9703 9703 9703 GMO SALES P 3612284 3100000 512284 512284 MERRILL LYNCH SALES P 617056 631281 -14225 -14225 MERRILL LYNCH SALES P 1571052 1613116 -42064 -42064 465698 -4522 X 1986-08-18 N/A 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 8028432211 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 1 0 0 1 0 0 0 ELIZABETH BANKOWSKI PO BOX 70 GRAFTON VT 05146 CHAIRMAN OF THE BOARD 8.00 16000 0 0 ROBERT ALLEN PO BOX 70 GRAFTON VT 05146 PRESIDENT & CEO 40.00 300000 5100 0 EDWARD ZUCCARO PO BOX 70 GRAFTON VT 05146 VICE PRESIDENT 4.00 12000 0 0 WILLIAM H BRUETT PO BOX 70 GRAFTON VT 05146 VICE PRESIDENT 4.00 12000 0 0 WILLIAM A GILBERT PO BOX 70 GRAFTON VT 05146 SECRETARY 4.00 12000 0 0 ROBERT M OLMSTED PO BOX 70 GRAFTON VT 05146 TREASURER 4.00 12000 0 0 ROBERT DONALD PO BOX 70 GRAFTON VT 05146 ASST. SEC/TREASURER 40.00 165000 3328 18236 FREDRICK BOSWELL PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 12000 0 0 DINNI JAIN PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 12000 0 0 JAMIE SAPOCH PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 12000 0 0 JEFFREY SMITH PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 12000 0 0 PAULA JOHNSON PO BOX 70 GRAFTON VT 05146 PAYROLL MANAGER 40.00 57962 1157 15725 KARL LAUREN PO BOX 70 GRAFTON VT 05146 FACILITY MANAGER 40.00 60462 1207 5518 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. 1269815 0 24873781 162968 0 25036749 0 0 25036749 375551 24661198 1233060 X 1269815 0 42225 1312040 0 1312040 1972-01-24 X 0 0 0 0 0 0 0 0 0 0 1312040 1226502 1099475 169966 3807983 0 0 0 0 0 1312040 1226502 1099475 169966 3807983 0 0 822040 0 0 0 822040 0 0 0 0 WILLIAM A GILBERT ROBERT M OLMSTED THE WINDHAM FOUNDATION - ATTN MR RO PO BOX 70 GRAFTON VT 05146 8028432211 SEE ATTACHED INSTRUCTIONS SEE ATTACHED INSTRUCTIONS SEE ATTACHED INSTRUCTIONS CONTRIBUTIONS - SEE ATTACHED STATEMENT PO BOX 70 GRAFTON VT 05146 NONE PUBLIC CHARITABLE/EDUCATIONAL 321725 321725 0 14 649605 14 399450 458507 18 465698 FUEL SALES -1424 MISCELLANEOUS INCOME 38564 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 1401136 0 1514753 1896783 3411536 1A SALES, AT OR BELOW FAIR MARKET VALUE AND THE COST OF PROVIDING THE 1A SERVICES. 0 0 0 0 0 0 0 0 0 0 X X 1 THE BUNBURY COMPANY 2 RAILROAD PLACE HPEWELL NJ 08525 263500 X ACCOUNTING FEES 55227 0 55227 0 APPLICATION AND SUBMISSION INFORMATION PART XV, LINE 2B, 2C AND 2D 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.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. GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR OR APPROVED FOR FUTURE PAYMENT PART XV, LINE 3 5,000 ALANA COMMUNITY ORGANIZATION2,000 ARTS BUS, INC.5,000 BELLOWS FALLS COMMUNITY BIKE PROJECT500 BLACK RIVER ACADEMY MUSEUM7,000 BOYS & GIRLS CLUB OF RUTLAND COUNTY10,000 BRATTLEBORO AREA DROP IN CENTER5,602 BUNBURY COMPANY5,000 CENTRAL VERMONT ADULT BASIC EDUCATION10,000 COLLEGE OF ST. JOSEPH5,000 COMMITTEE ON TEMPORARY SHELTER (COTS)1,500 CORR ACCT- TOWN PARTY5,000 DORSET THEATRE FESTIVAL5,000 EVERYBODY WINS! VERMONT1,000 GIRLS ON THE RUN VERMONT, INC. 7,500 GOVERNOR'S INSTITUTES OF VERMONT1,000 GRAFTON MUSIC FESIVAL 4,205 GRAFTON CARES1,650 GRAFTON ELEMENTARY2,750 GRAFTON HISTORICAL SOCIETY2,000 GRAFTON PUBLIC LIBRARY2,500 GRAFTON RESCUE SQUAD10,000 GREEN MOUNTAIN COMMUNITY MEDICAL AND SOCIAL SERVICES1,000 HARRIS HILL SKI JUMP, INC7,000 HUNGER FREE VERMONT3,000 JOURNEY EAST DOCUMENTARY PROJECT10,000 LAKE CHAMPLAIN MARITIME MUSEUM5,000 MAIN STREET ARTS 5,000 MERCY CONNECTIONS5,519 MISC. DONATIONS UNDER $1005,000 NEW ENGLAND CENTER FOR CIRCUS ARTS10,000 NEW ENGLAND YOUTH THEATRE5,000 NEXT STAGE ARTS5,000 NORTHEAST KINGDOM ASTRONOMY FOUNDATION, INC.5,000 NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT5,000 OFFICE OF THE VERMONT STATE TREASURER5,000 OPERA THEATRE OF WESTON10,000 PARKS PLACE COMMUNITY CENTER INC.5,000 PEACHAM COMMUNITY HOUSING, INC.5,000 PREVENT CHILD ABUSE VERMONT1,000 PROJECT FEED THE THOUSANDS5,000 SARA M. HOLBROOK COMMUNITY CENTER3,000 SOUTHERN VERMONT DANCE FESTIVAL5,000 SOUTHWEST UNIT FOR SPECIAL INVESTIGATIONS3,000 STARKSBORO PUBLIC LIBRARY10,000 THE FLOW OF HISTORY13,000 THE KINDLE FARM SCHOOL10,000 THE NATURE CONSERVANCY IN VERMONT5,000 TWO RIVERS SUPERVISORY UNION5,000 UNITED WAY OF WINDHAM COUNTY5,000 UNITED WAY OF WINDHAM COUNTY2,500 UVM FOUNDATION-GRAFTON LANDS PROJECT10,000 VERMONT LAW SCHOOL5,000 VERMONT ADAPTIVE SKI & SPORTS10,000 VERMONT HUMANITIES COUNCIL10,000 VERMONT HUMANITIES COUNCIL- GRANT5,000 VERMONT LAND TRUST5,000 VERMONT MOUNTAIN BIKE ASSOC,-GRANT5,000 VERMONT SHAKESPEARE COMPANY1,000 VERMONT SYMPONY ORCHESTRA5,000 YOUNG WRITERS PROJECT2,500 ZACKS PLACE ENRICHMENT CENTER, INC. 321,725 CORPORATE STOCK 23800636 23800636 INVESTMENT IN AND ADVANCES TO SUBSIDIARY AT COST 8250428 8250428 LEGAL FEES 2119 0 2119 0 UNREALIZED LOSS ON INVESTMENTS 920851 CURRENT YEAR CHANGE IN PENSION OBLIGATION 527282 EQUITY IN EARNINGS/LOSS SUBS 1488905 MARKETING EXPENSE 9282 0 9282 9282 OFFICE EXPENSE 38057 0 38057 38057 SHEEP PROGRAM EXPENSE 3799 0 3799 3799 BLACKSMITH PROJECT 2961 0 2961 2961 RETREAT FARM PLANNING 34562 0 34562 34562 NURSERY EXPENSE 20952 0 20952 20952 RETREAT TRAILS 171 0 171 171 SPECIAL EVENT 5990 0 5990 5990 MISC EXPENSE - ACTIVITY 1106 0 1106 1106 LICENSES, FILINGS 574 0 574 574 TRAINING/CONTINUING EDUCATION 2757 0 2757 2757 FUEL SALES -1424 -1424 MISCELLANEOUS INCOME 38564 38564 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 1401136 1401136 OTHER ACCRUED EXPENSES 1075559 1396292 CONSULTING & INVESTMENT MANAGEMENT FEES 162964 96016 162964 0 PAYROLL TAXES 78014 0 78014 27820 REAL ESTATE TAXES 283634 0 283634 101144