WINDHAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINDHAM FOUNDATION (EIN 13-6142024)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-14
- IRS object ID
- 202540459349100704
- Schema version
- 2023v6.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T07:48:16-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | 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 | DAN LERNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8028432220 | PhoneNum |
| Signature | 2025-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M HARNISH | PreparerPersonNm |
| PTIN | P01215311 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2025-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,461,243 | 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 | $506,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,563 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,563 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $54,563 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $264,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,796 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $264,796 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $290,905 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $290,905 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $290,905 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $290,905 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $75,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $831,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,159 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,008,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,008,563 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,200,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,423 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,618,827 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,138 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $223,138 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,716 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $580,328 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $580,328 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $256,737 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $294,248 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $294,248 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $130,175 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,924 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $12,924 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $24,600 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $91,753 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $174,491 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $174,491 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $272,702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $272,702 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $120,643 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $181,637 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $181,637 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $438,815 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $438,815 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $194,132 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,505 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,505 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,505 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $79,444 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,431,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,376,585 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $856,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,839,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,376,585 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,264,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$639,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,066 | CashBOYAmt |
| Cash EOY | $126,144 | CashEOYAmt |
| Cash EOYFMV | $126,144 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,823 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,287 | AcctRcvblAmt |
| Acct Rcvbl BOY | $617,336 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $11,287 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,287 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $7,410 | InventoriesBOYAmt |
| Inventories EOY | $12,342 | InventoriesEOYAmt |
| Inventories EOYFMV | $12,342 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $54,689 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $46,248 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $46,248 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,429,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,074,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,074,282 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,781,882 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,624,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,624,988 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,064,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,574,911 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,558,262 | LandBOYAmt |
| Land EOY | $3,489,129 | LandEOYAmt |
| Land EOYFMV | $3,489,129 | LandEOYFMVAmt |
| Total Assets BOY | $18,614,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,461,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,461,243 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,827 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $49,690 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,758,034 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $3,918,498 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $344,619 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $213,763 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,120,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,181,951 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,415,159 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,216,044 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $78,893 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $63,248 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,494,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,279,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,614,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,461,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,494,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$639,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,584,009 | OtherIncreasesAmt |
| Subtotal | $17,438,617 | SubtotalAmt |
| Other Decreases | $1,159,325 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,279,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2023-09-27 | SoldDt |
| Gross Sales Price | $831,393 | GrossSalesPriceAmt |
| Cost Or Other Basis | $756,234 | CostOrOtherBasisAmt |
| Gain Or Loss | $75,159 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75,159 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,159 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | 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 | Yes (1) | 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 | DAN LERNER | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM BRUETT | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 8.00 | $0 | $0 | $0 |
| ROBERT DONALD | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | PRESIDENT/CFO | 40.00 | $200,000 | $0 | $23,138 |
| ELLEN MCCULLOCH-LOVELL | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| SUZANNE WELCH | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TREASURER | 4.00 | $0 | $0 | $0 |
| JEFFREY SMITH | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBIN STERN | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| 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 |
| LISA VENTRISS | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | CHAIR | 2.00 | $0 | $0 | $0 |
| TIM BRIGLIN | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PETER KUNIN | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN MURRAY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | HR MANAGER | 40.00 | $88,500 | $0 | $10,003 |
| BECKY REILLY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | OFFICE MANAGER | 40.00 | $66,000 | $0 | $18,627 |
| RUSSELL HODGKINS | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | MAINTENANCE DIRECTOR | 40.00 | $69,231 | $0 | $10,811 |
| 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 | $1,264,742 | 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 | $11,311,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,427,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,427,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,255,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $562,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,264,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,264,742 | QualifyingDistributionsAmt |
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 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $111,904 | Year3Amt |
| Total | $111,904 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $95,118 | Year3Amt |
| Total | $95,118 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,264,742 | CurrentYearAmt |
| Year1 | $1,253,441 | Year1Amt |
| Year2 | $1,090,046 | Year2Amt |
| Year3 | $1,156,114 | Year3Amt |
| Total | $4,764,343 | 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 | $1,264,742 | CurrentYearAmt |
| Year1 | $1,253,441 | Year1Amt |
| Year2 | $1,090,046 | Year2Amt |
| Year3 | $1,156,114 | Year3Amt |
| Total | $4,764,343 | 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 | $375,199 | CurrentYearAmt |
| Year1 | $363,519 | Year1Amt |
| Year2 | $378,007 | Year2Amt |
| Year3 | $326,641 | Year3Amt |
| Total | $1,443,366 | 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 BI | 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 | 8028432220 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS AN APPLICATION FORM AND GUIDELINES AVAILABLE ON ITS WEBSITE. GRANTS ARE AWARDED IN QUARTERLY CYCLES - THE DEADLINES FOR EACH QUARTER ARE LISTED ON THE WEBSITE. INFORMATION REQUIRED INCLUDES A DESCRIPTION AND BUDGET OF THE PROJECT, OTHER FUNDING SOURCES, AND THE LATEST AVAILABLE FINANCIAL STATEMENTS FOR THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY ON WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WINDHAM FOUNDATION LIMITS ITS GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT ORGANIZATIONS PER THE INTERNAL REVENUE SERVICE. 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 (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL | |||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | LAND CONSERVATION PROGRAMS | $250 |
| AGE WELL | |||||||
| 875 ROOSEVELT HWY 210 | COLCHESTER | VT | 05446 | N/A | PC | HOME-DELIVERED MEALS FOR AGED | $2,500 |
| ALPORT SYNDROME FOUNDATION | |||||||
| PO BOX 4130 | SCOTTSDALE | AZ | 85261 | N/A | PC | SUPPORT FOR RESEARCH | $650 |
| AMERICAN CHEESE SOCIETY | |||||||
| PO BOX 3406 | ENGLEWOOD | CO | 80155 | N/A | PC | EDUCATION REGARDING CHEESE PRODUCTS | $2,000 |
| AMERICAN MODERN OPERA COMPANY | |||||||
| PO BOX 3192 | NEW YORK | NY | 10163 | N/A | PC | SUPPORT FOR ARTIST RESIDENCY AT CERTAIN BIRD IN STAMFORD, VT | $1,500 |
| AMERICAN TINNITUS ASSOCIATION | |||||||
| 8300 BOONE BLVD SUITE 500 | VIENNA | VA | 22182 | N/A | PC | SUPPORT FOR RESEARCH | $200 |
| ASHUELOT CONCERTS | |||||||
| 25 ROXBURY ST STE 202 | KEENE | NH | 03431 | N/A | PC | SUPPORT OF MUSIC SERIES | $1,000 |
| BIG BROTHERS BIG SISTERS OF VT | |||||||
| 24 FLAT ST SUITE 202 | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING EXPENSES | $8,000 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||||
| 17 FLAT ST | BRATTLEBORO | VT | 05301 | N/A | PC | CAPITAL IMPROVEMENTS REQUIRED TO CONTINUE PROGRAMS | $4,250 |
| BRATTLEBORO AREA FARMERS MARKET | |||||||
| 570 WESTERN AVE | WEST BRATTLEBORO | VT | 05301 | N/A | PC | BOOST YOUR BREAD COUPONS FOR SNAP RECIPIENTS | $2,500 |
| BRATTLEBORO LITERARY FESTIVAL | |||||||
| PO BOX 1116 | BRATTLEBORO | VT | 05302 | N/A | PC | SUPPORT FOR COSTS ASSOCIATED WITH LITERARY FESTIVAL | $3,000 |
| BRATTLEBORO MUSEUM & ART | |||||||
| 10 VERNON STREET | BRATTLEBORO | VT | 05301 | N/A | PC | ART MUSEUM -GENERAL OPERATING SUPPORT | $1,000 |
| BRATTLEBORO MUTUAL AID ASSOCIATION | |||||||
| 80 MAPLE STREET | BRATTLEBORO | VT | 05301 | N/A | PC | SUPPORT OF RESIDENTIAL CARE & NURSING FACILITY | $5,000 |
| BRATTLEBORO ROTARY CLUB | |||||||
| 32 LINDEN ST | BRATTLEBORO | VT | 05301 | N/A | PC | ADDITIONAL PERFORMANCE SPACE | $300 |
| CAMP THORPE | |||||||
| 680 CAPEN HILL RD | GOSHEN | VT | 05733 | N/A | PC | SUMMER PROGRAMMING 2023 | $5,000 |
| CANTERBURY SCHOOL | |||||||
| 8141 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $3,000 |
| CATAMOUNT FILM AND ARTS | |||||||
| 115 EASTERN AVE | ST JOHNSBURY | VT | 05819 | N/A | PC | SUPPORT FOR FREE PERFORMANCE TICKETS FOR STUDENTS | $5,000 |
| CENTRAL VERMONT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | N/A | PC | FREE EDUCATIONAL PROGRAMMING AND SUPPORT OF OUTREACH | $4,000 |
| CHAFFEE ART CENTER | |||||||
| 16 S MAIN ST | RUTLAND | VT | 05701 | N/A | PC | RENOVATION OF HISTORIC BUILDING CHIMNEYS | $3,000 |
| CHAMPLAIN COLLEGE | |||||||
| 163 S WILLARD ST | BURLINGTON | VT | 05401 | N/A | PC | SUPPORT FOR EDUCATION | $4,000 |
| CHAMPLAIN ISLANDS FOOD SHELF | |||||||
| 185 US-2 | GRAND ISLE | VT | 05458 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $1,000 |
| CHARLOTTE FIRE AND RESCUE | |||||||
| PO BOX 85 | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FIRE AND RESCUE SERVICES - GENERAL OPERATING SUPPORT | $400 |
| CHARLOTTE FOOD BANK | |||||||
| 421 CHURCH HILL ROAD | CHARLOTTE | VT | 05445 | N/A | PC | LOCAL FOOD BANK | $700 |
| CHARLOTTE LAND TRUST | |||||||
| PO BOX 43 | CHARLOTTE | VT | 05445 | N/A | PC | LAND CONSERVATION PROGRAMS | $600 |
| CHRIST CHURCH GUILFORD SOCIETY | |||||||
| MELENDY HILL RD | GUILFORD | VT | 05301 | N/A | PC | TOWER, CEILING AND OTHER STRUCTURAL REPAIRS | $2,500 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 665 W 130TH ST | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $100 |
| COMMITTEE ON TEMPORARY SHELTER INC | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | N/A | PC | HOMELESS PROGRAMS | $350 |
| COMMON ROOTS INC | |||||||
| PO BOX 9335 | SOUTH BURLINGTON | VT | 05407 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $4,000 |
| DAISY TURNER CENTER | |||||||
| 31 TOWNSHEND RD | GRAFTON | VT | 05146 | N/A | PC | SUPPORT FOR LOCAL HISTORICAL SOCIETY | $1,000 |
| DING DARLING WILDLIFE SOCIETY | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | N/A | PC | LAND CONSERVATION PROGRAMS | $200 |
| DISMAS OF VERMONT | |||||||
| 103 EAST ALLEN STREET | WINOOSKI | VT | 05404 | N/A | PC | TRANSITIONAL HOUSING FOR FORMERLY INCARCERATED | $4,000 |
| EPSILON SPIRES INC | |||||||
| 190 MAIN ST | BRATTLEBORO | VT | 05301 | N/A | PC | PERFORMANCE UNDERWRITING | $2,000 |
| FAIRBANKS MUSEUM & PLANETARIUM | |||||||
| 1302 MAIN ST | ST JOHNSBURY | VT | 05819 | N/A | PC | MATSINGER FOREST PROJECT - TRAILS AND RESTORATION | $5,000 |
| FOOD CONNECTS | |||||||
| 22 BROWNE CT UNIT 110 | BRATTLEBORO | VT | 05301 | N/A | PC | EXPANSION OF REFRIDGERATION SPACE | $10,000 |
| FOODSHARE | |||||||
| 450 WOODLAND AVENUE | BLOOMFILELD | CT | 06002 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $3,000 |
| FRIENDS OF CHARLOTTE LIBRARY INC | |||||||
| PO BOX 344 | CHARLOTTE | VT | 05445 | N/A | PC | GENERAL SUPPORT | $100 |
| FRIENDS OF THE CHARLOTTE NEWS INC | |||||||
| PO BOX 211 | CHARLOTTE | VT | 05445 | N/A | PC | GENERAL SUPPORT | $100 |
| FRIENDS OF THE MORRILL HOMESTEAD | |||||||
| 214 JUSTIN MORRILL MEMORIAL HWY | STRAFFORD | VT | 05072 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| FRIENDS OF VETERANS | |||||||
| 28 FARMVU DRIVE SUITE 3 | WHITE RIVER JUNCTION | VT | 05059 | N/A | PC | FINANCIAL ASSISTANCE TO VETERANS FACING EVICTION AND OTHER FINANCIAL CHALLENGES | $3,000 |
| FRIENDS OF WEST RIVER TRAIL | |||||||
| 138 ELLIOT ST SUITE 3 | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL CONSERVATION ORGANIZATION FOCUSING ON WEST RIVER SHORELINE | $250 |
| FRIENDS OF WRITERS | |||||||
| PO BOX 677 | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR LITERACY PROGRAMS | $1,000 |
| GOVERNOR'S INSTITUTES OF VT | |||||||
| 25 HUBBARD STREET | MONTPELIER | VT | 05602 | N/A | PC | ANNUAL HIGH SCHOOLER LEADERSHIP AND DEVELOPMENT PROGRAM | $4,500 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $2,500 |
| GRACE COTTAGE HOSPITAL | |||||||
| 185 GRAFTON RD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $11,000 |
| GRAFTON COMMUNITY CHURCH | |||||||
| 55 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | GENERAL SUPPORT | $2,000 |
| GRAFTON COMMUNITY PARTY | |||||||
| PO BOX 93 | GRAFTON | VT | 05146 | N/A | PC | ANNUAL COMMUNITY GATHEREING | $500 |
| GRAFTON ELEMENTARY SCHOOL | |||||||
| 58 SCHOOL ST | GRAFTON | VT | 05146 | N/A | GOV | LOCAL ELEMENTARY SCHOOL | $1,000 |
| GRAFTON FIREMEN'S ASSOC INC | |||||||
| PO BOX 191 | GRAFTON | VT | 05146 | N/A | PC | LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT | $1,000 |
| GRAFTON HISTORICAL SOCIETY | |||||||
| PO BOX 202 | GRAFTON | VT | 05146 | N/A | PC | LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT | $500 |
| GRAFTON IMPROVEMENT ASSOCIATION | |||||||
| 117 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | LOCAL LAND CONSERVATION ORG - GENERAL SUPPORT | $100 |
| 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 | $3,500 |
| GREATER BURLINGTON YMCA | |||||||
| 298 COLLEGE ST | BURLINGTON | VT | 05401 | N/A | PC | SUPPORT OF YOUTH PROGRAMS | $500 |
| GREEN MOUNTAIN CAMP INC | |||||||
| 565 GREEN MOUNTAIN CAMP ROAD | DUMMERSTON | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT FOR GIRLS SUMMER CAMP | $1,000 |
| GREEN MOUNTAIN YOUTH SYMPHONY | |||||||
| PO BOX 384 | MONTPELIER | VT | 05601 | N/A | PC | GENERAL OPERATING EXPENSES | $1,000 |
| GROUNDWORKS COLLABERATIVE | |||||||
| PO BOX 370 | BRATTLEBORO | VT | 05301 | N/A | PC | FOOD AND HOMELESSNESS SERVICES | $500 |
| HARRIS HILL SKI JUMP INC | |||||||
| PO BOX 8284 | BRATTLEBORO | VT | 05304 | N/A | PC | GENERAL OPERATING SUPPORT - ANNUAL SKI-JUMP EVENT | $1,000 |
| HATCHSPACE | |||||||
| 22 HIGH STREET | BRATTLEBORO | VT | 05301 | N/A | PC | EQUIPMENT FOR MAKER SPACE EXPANSION | $500 |
| HISTORICAL SOCIETY OF WINDHAM COUNTY | |||||||
| 574 VT-30 | NEWFANE | VT | 05345 | N/A | PC | RESTORATION OF THE COUNTY JAIL BUILDING | $10,000 |
| HOPE | |||||||
| 282 BOARDMAN STREET | MIDDLEBURY | VT | 05753 | N/A | PC | FOOD SHELF TEMPERATURE CONTROL SYSTEM | $3,000 |
| JENNA'S PROMISE | |||||||
| PO BOX 575 | JOHNSON | VT | 05656 | N/A | PC | SUPPORT OF SUBSTANCE ABUSE AND RECOVERY CENTER | $5,000 |
| JOHN GRAHAM HOUSING & SERVICES | |||||||
| 69 N MAIN ST | VERGENNES | VT | 05491 | N/A | PC | EMERGENCY SHELTER | $4,000 |
| LAKE CHAMPLAIN COMMITTEE | |||||||
| 208 FLYNN AVENUE 3F | BURLINGTON | VT | 05401 | N/A | PC | CONSERVATION AND CLEAN-UP PROGRAMS | $500 |
| LAKE CHAMPLAIN COMMUNITY SAILING CENTER | |||||||
| 505 LAKE ST | BURLINGTON | VT | 05401 | N/A | PC | DIVERSITY ACCESS INITIATIVE | $5,000 |
| LATCHIS ARTS | |||||||
| 50 MAIN STREET | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $500 |
| LELAND & GRAY | |||||||
| 2042 VT-30 | TOWNSHEND | VT | 05353 | N/A | GOV | FIELD STUDY COURSE INVOLVING TRAVEL RE CLIMATE DISASTERS | $2,000 |
| MAD RIVER VALLEY RECREATION DISTRICT | |||||||
| 236 AIRPORT RD | WAITSFIELD | VT | 05673 | N/A | PC | SUPPORT FOR MAD RIVER VALLEY CONSERVATION AND RECREATION VISIONING PROJECT | $5,000 |
| MARLBORO MUSIC SCHOOL AND FESTIVAL | |||||||
| 1528 WALNUT STREET NO 301 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| MCINDOES ACADEMY COMMUNITY CENTER | |||||||
| 37 ACADEMY LN | MCINDOE FALLS | VT | 05050 | N/A | PC | CHURCH BUILDING RENNOVATION PROJECT | $5,000 |
| MERCY CONNECTIONS | |||||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | N/A | PC | SUPPORT OF LOCAL LEARNING & LIVING CENTER | $500 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $1,000 |
| MONTCLAIR KIMBERLY ACADEMY FDN | |||||||
| 201 VALLEY ROAD | MONTCLAIR | NJ | 07042 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $100 |
| MONTGOMERY CENTER FOR THE ARTS | |||||||
| 2 JAY MOUNTAIN RD | MONTGOMERY CENTER | VT | 05471 | N/A | PC | EXTERIOR RESTORATION OF WINDOWS AND SIDING | $4,000 |
| MUSIC WILL | |||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | N/A | PC | MODERN BAND VERMONT EXPANSION | $2,500 |
| NATURE MUSEUM AT GRAFTON | |||||||
| 186 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | PC | LOCAL NATURE MUSEUM - GENERAL SUPPORT FOR PROGRAMMING | $1,000 |
| NEXT STAGE ARTS PROJECT | |||||||
| 15 KIMBALL HILL | PUTNEY | VT | 05346 | N/A | PC | LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES | $6,500 |
| NOFA-VT | |||||||
| 14 PLEASANT ST | RICHMOND | VT | 05477 | N/A | PC | PROGRAM SUPPORT FOR FARM SHARE PROGRAM | $4,000 |
| NORTH COUNTRY SUPERVISORY UNION | |||||||
| 121 DUCHESS AVE | NEWPORT | VT | 05855 | N/A | PC | TRANSPORTATION FOR SUMMER PROGRAMS | $3,500 |
| NORTHWEST REGIONAL PLANNING COMMISSION | |||||||
| 75 FAIRFIELD ST | ST ALBANS | VT | 05478 | N/A | GOV | PROGRAM SUPPORT FOR THE NORTHWEST HEALTHY ROOTS COLLABORATIVE | $3,000 |
| PARKS PLACE COMMUNITY CENTER | |||||||
| 44 SCHOOL ST | BELLOWS FALLS | VT | 05101 | N/A | PC | SUPPORT FOR PROGRAMMING | $3,000 |
| PRESERVATION CONNECTICUT | |||||||
| 940 WHITNEY AVE | HAMDEN | CT | 06517 | N/A | PC | SUPPORT FOR CT HERITAGE AND LANDSCAPES | $2,000 |
| PRESERVATION TRUST OF VERMONT | |||||||
| 90 MAIN STREET SUITE 304 | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR WINDHAM COUNTY PROJECTS | $10,000 |
| RARITAN HEADWATERS ASSOCIATION | |||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | N/A | PC | WATER CONSERVATION | $250 |
| RURAL ARTS COLLABORATIVE | |||||||
| 139 W CRAWFORD AVE | CONNELLSVILLE | PA | 15425 | N/A | PC | TEEN MENTORSHIP PROGRAM | $5,000 |
| RURAL VERMONT | |||||||
| 46 E STATE ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR ON-FARM PROCESSING WORKSHOP SERIES | $3,000 |
| SAGE MOUNTAIN BOTANICAL SANCTUARY | |||||||
| PO BOX 420 | EAST BARRE | VT | 05649 | N/A | PC | SUPPORT FOR YOUTH IN NATURE AFTER SCHOOL PROGRAM | $5,000 |
| SALVATION FARMS | |||||||
| 49 PORTLAND ST | MORRISTOWN | VT | 05661 | N/A | PC | SUPPORT FOR GLEENING PROGRAM | $5,000 |
| SANDGLASS THEATER | |||||||
| 17 KIMBALL HILL | PUTNEY | VT | 05346 | N/A | PC | SUPPORT FOR PUPPETS IN PARADISE PROGRAM | $4,000 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GNERAL SUPPORT FOR CONSERVATION ORGANIZATION | $250 |
| SCHOOL FOR INTERNATIONAL TRAINING | |||||||
| 1 KIPLING RD | BRATTLEBORO | VT | 05301 | N/A | PC | SUPPORT FOR ACADEMICS AND EXPERIENTIAL LEARNING | $9,000 |
| SCRAG MOUNTAIN MUSIC | |||||||
| 4996 HOLLISTER HILL RD | MARSHFIELD | VT | 05658 | N/A | PC | ARTIST FEES FOR WORLD PREMIER PERFORMANCES | $2,500 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | EDUCATION NONPROFIT | $6,000 |
| SHELBURNE MUSEUM INC | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A | PC | GENERAL OPERATING SUPPORT | $5,500 |
| SOUTH HERO LAND TRUST | |||||||
| 106 COMMUNITY ROAD | SOUTH HERO | VT | 05486 | N/A | PC | LAND CONSERVATION PROGRAMS | $9,000 |
| SPECIAL NEEDS SUPPORT CENTER | |||||||
| 129 S MAIN ST SUITE 103 | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | ENABLE THE UPPER VALLEY PROGRAM SUPPORT | $4,000 |
| ST JOHNSBURY HISTORY & HERITAGE CENTER | |||||||
| 421 SUMMER ST | ST JOHNSBURY | VT | 05819 | N/A | PC | SUPPORT FOR SHEEP IN VERMONT EXHIBIT | $4,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $6,500 |
| STERN CENTER FOR LANGUAGE & LEARNING | |||||||
| 183 TALCOTT RD SUITE 101 | WILLISTON | VT | 05495 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| STONE TRUST | |||||||
| 707 KIPLING RD | DUMMERSTON | VT | 05301 | N/A | PC | SELF GUIDED STONE WALL TOURS | $250 |
| THE WILD CENTER | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | SUPPORT FOR MUSEUM | $250 |
| THEATRE ADVENTURE INC | |||||||
| 29 SOUTH STREET | BRATTLEBORO | VT | 05303 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| TWO DAUGHTERS PRODUCTIONS | |||||||
| 887 ORCHARD ST | BRATTLEBORO | VT | 05301 | N/A | PC | PROGRAM SUPPORT FOR AFGHAN WOMEN OF BRATTELBORO PROJECT | $5,000 |
| UNITED WAY OF NORTHWEST VERMONT | |||||||
| 412 FARRELL ST 200 | SOUTH BURLINGTON | VT | 05403 | N/A | PC | SUPPORT FOR GRANT WORKSHOP SERIES | $3,000 |
| UNIVERSITY OF VERMONT | |||||||
| 85 S PROSPECT ST | BURLINGTON | VT | 05405 | N/A | PC | SUPPORT FOR EDUCATION | $4,000 |
| UP FOR LEARNING | |||||||
| 155 ELM ST | MONTPELIER | VT | 05602 | N/A | PC | HEALING PROGRAMS FOR LOCAL SCHOOL COMMUNITY | $5,000 |
| UPPER VALLEY TRAILS ALLIANCE | |||||||
| 326 MAIN ST | NORWICH | VT | 05055 | N/A | PC | SUPPORT FOR UPPER VALLEY HIGH SCHOOL TRAILS CPRPS | $2,500 |
| VALLEY CARES | |||||||
| PO BOX 341 | TOWNSHEND | VT | 05353 | N/A | PC | NON-PROGIT SENIOR HOUSING | $500 |
| VERMONT ADAPTIVE SKI & SPORTS | |||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | FINANCIAL ASSISTANCE FO LOW-INCOME PARTICIPANTS, VOL. TRAINING | $2,000 |
| VERMONT CIVIL WAR HEMLOCKS INC | |||||||
| 168 RALPH RD | BROOKFIELD | VT | 05036 | N/A | PC | SUPPORT FOR HISTORIC ARTIFACTS COLLECTION | $4,000 |
| VERMONT COUNCIL ON RURAL DEVELOPMENT | |||||||
| PO BOX 1384 | MONTPELIER | VT | 05601 | N/A | PC | LOCAL COMMUNITY PLANNING PROGRAMS | $2,000 |
| VERMONT ENERGY EDUCATION PROGRAM | |||||||
| 79 RIVER ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR SCHOOL PROGRAMS | $5,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $10,800 |
| VERMONT HISTORICAL SOCIETY | |||||||
| 60 WASHINGTON ST | BARRE | VT | 05641 | N/A | PC | CENTRALIZED DIGITAL PLATFDORM FOR ACCESS TO NON-GOV. COLLECTIONS | $5,000 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR VERMONT READS PROGRAM | $5,000 |
| VERMONT HUTS ASSOCIATION | |||||||
| 51 MAIN ST | STOWE | VT | 05672 | N/A | PC | ADA ACCESSIBLE HUT FOR OUTDOOR ACCESS FOR THE GENERAL PUBLIC | $2,500 |
| VERMONT JAZZ CENTER | |||||||
| 72 COTTON MILL STUDIO 222 | BRATTLEBORO | VT | 05301 | N/A | PC | LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT | $250 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | LAND CONSERVATION PROGRAMS | $300 |
| VERMONT MARBLE MUSEUM | |||||||
| 52 MAIN STREET | PROCTOR | VT | 05765 | N/A | PC | EXHIBITION STAFF POSITION | $2,500 |
| VERMONT MUSEUM OF NATURAL HISTORY | |||||||
| 7599 VT-9 | MARLBORO | VT | 05363 | N/A | PC | SUPPORT FOR SUMMER CAMP PROGRAM | $2,000 |
| VERMONT PARKS FOREVER INC | |||||||
| PO BOX 815 | MONTPELIER | VT | 05601 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| VERMONT RELEAF COLLECTIVE | |||||||
| 3 PITKIN CT 301E | MONTPELIER | VT | 05602 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| VERMONT RURAL EDUCATION COLLABORATIVE | |||||||
| 825 MEAD HILL RD | HOLLAND | VT | 05830 | N/A | PC | SERVICE LEARNING SUPPORT | $5,000 |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL ST | JOHNSON | VT | 05656 | N/A | PC | SUPPORT FOR ARTIST RESIDENCY WEEK | $2,500 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH STREET | BURLINGTON | VT | 05401 | N/A | PC | PERFORMANCE UNDERWRITING | $5,500 |
| VERMONT YOUTH ORCHESTRA ASSOCIATION | |||||||
| 223 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | N/A | PC | SUPPORT FOR AFTER SCHOOL MUSIC PROGRAM | $3,000 |
| VITAL COMMUNITIES | |||||||
| 195 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | RESTORATION OF HISTORIC BARN | $3,000 |
| WELLS COLLEGE | |||||||
| 170 MAIN STREET | AURORA | NY | 13026 | N/A | PC | GENERAL SUPPORT | $100 |
| WINDHAM COUNTY SHERIFFS OFFICE | |||||||
| 185 OLD FERRY RD | BRATTLEBORO | VT | 05301 | N/A | GOV | SUPPORT FOR 911 RESPONSE CENTER | $5,000 |
| WINDHAM HILL PINNACLE ASSOCIATION | |||||||
| PO BOX 584 | SAXTONS RIVER | VT | 05154 | N/A | PC | SUPPORT FOR TRAIL EXPANSION | $500 |
| WINDSOR COUNTY MENTORS | |||||||
| 54 MAIN ST 101 | WINDSOR | VT | 05089 | N/A | PC | SUPPORT FOR SCHOOL MENTORING PROGRAM | $1,500 |
| WINSTON PROUTY CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 20 WINSTON PROUTY WAY | BRATTLEBORO | VT | 05301 | N/A | PC | MOBILE LENDING LIBRARY AND LITERARY ENRICHMENT ACTIVITIES | $4,200 |
| YELLOW BARN | |||||||
| PO BOX 507 | PUTNEY | VT | 05346 | N/A | PC | SUPPORT FOR FREE SUMMER CONCERT SERIES | $1,000 |
| YERSTERMORROW DESIGN SCHOOL | |||||||
| 7865 MAIN ST | WAITSFIELD | VT | 05673 | N/A | PC | SUPPORT FOR BIPOC SCHOLARSHIP FUND | $5,000 |
| VARIOUS | |||||||
| PO BOX 70 | GRAFTON | VT | 05416 | N/A | PC | GENERAL SUPPORT | $11,870 |
| LAKE DUNMORE FERN LAKE ASSOCIATION | |||||||
| PO BOX 14 | SALISBURY | VT | 05769 | N/A | PC | LOCAL CONSERVATION ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,670 | 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 | $54,563 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,796 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $290,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,159 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS INCOME | $48,592 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $959,971 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $610,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,083,722 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,693,986 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE VERMONT COMMUNITY FOUNDATION | ||||||
| 1 | 3 COURT STREET | MIDDLEBURY | VT | 05753 | $365,000 | Yes (X) |
| ALAN YUSPEH | ||||||
| 2 | PO BOX 70 | GRAFTON | VT | 05416 | $115,000 | Yes (X) |
| PETER KUNIN | ||||||
| 3 | PO BOX 70 | GRAFTON | VT | 05416 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,600 | 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 |
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 $1,114,171.INTEREST INCOME IN THE AMOUNT OF $53,969. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 45,915.4887 SH - VANGUARD TOTAL BOND MARKET INDEX FUND | $3,334,842 | $3,334,842 |
| 6,495.4787 SH - ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $1,067,532 | $1,067,532 |
| 67,241.3905 SH - SCHWAB U.S. BROAD MARKET ETF | $4,105,084 | $4,105,084 |
| 11,605.0328 SH - SCHWAB U.S. TIPS ETF | $605,319 | $605,319 |
| 2,129.9527 SH - ISHARES FLOATING RATE BOND ETF | $108,755 | $108,755 |
| 19,662.9531 SH - ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1,334,328 | $1,334,328 |
| 6,785.0768 SH - SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $241,617 | $241,617 |
| 15,212.2280 SH - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $1,025,152 | $1,025,152 |
| 6,345.2641 SH - ISHARES MSCI INTL QUALITY FACTOR ETF | $251,653 | $251,653 |
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 | $4,624,988 | BookValueAmt |
| EOYFMV | $4,624,988 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,924 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,924 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY IN EARNINGS/LOSS SUBS | Desc |
| Amt | $1,159,325 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $46,344 | $0 | $46,344 | $20,503 |
| BLACKSMITH PROJECT | $787 | $0 | $787 | $348 |
| NURSERY EXPENSE | $14,678 | $0 | $14,678 | $14,678 |
| LICENSES, FILINGS | $3,178 | $0 | $3,178 | $3,178 |
| MARKETING AND EVENTS | $5,128 | $0 | $623 | $5,128 |
| DAISY TURNER PROJECT | $623 | $0 | $5,128 | $623 |
| TELEPHONE AND INTERNET | $8,706 | $0 | $8,706 | $8,706 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $48,592 | $48,592 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $959,971 | $959,971 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $1,392,269 |
| CURRENT YEAR CHANGE IN PENSION OBLIGATION | $191,740 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ACCRUED EXPENSES | Desc |
| BOY Book Value | $344,619 | BOYBookValueAmt |
| EOY Book Value | $213,763 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $146,353 | Amt |
| Net Investment Income | $54,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91,753 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ALAN YUSPEH | |||
| PO BOX 70 | GRAFTON | VT | 05146 |
| PETER KUNIN | |||
| PO BOX 70 | GRAFTON | VT | 05146 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $56,709 | $0 | $56,709 | $25,088 |
| REAL ESTATE TAXES | $215,993 | $0 | $215,993 | $95,555 |
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 | $1,168,140 | TotalAmt |
Comments