2015-08-12T14:15:29-05:00 2014-12-31 030225774 GALLAGHER FLYNN & COMPANY LLP 45 LYME RD SUITE 205 HANOVER NH 03755 990PF 2014-01-01 030346513 THE ORTON FAMILY FOUNDATION INC ORTO 8024950864 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DAVID LECKEY EXECUTIVE DIRECTOR 8024950864 2015-08-12 1 INGRID PELS P01271982 6036430043 2014 2016-02-25 16:41:14Z X X 13255156 X 3746847 12680 12680 12680 233293 233293 233293 1327183 5360619 1327183 0 331 0 331 5320334 1573156 246304 221000 0 185000 36000 541474 20000 54049 467425 259563 10069 0 245771 2299 0 2299 0 9912 4956 4956 0 72403 72403 0 0 22179 813 0 0 23754 0 0 39709 0 0 39709 68156 0 0 68156 9365 0 0 9365 1041895 0 0 1044416 2311709 108241 246304 1910842 0 0 2311709 108241 246304 1910842 3008625 1464915 0 88288 80704 80704 168 0 0 168 168 21095 29784 29784 9946377 11488850 11488850 860864 138558 1607765 1607765 146879 100024 45330 46855 46855 0 1030 1030 11100512 13255156 13255156 178531 145059 178531 145059 X 10921981 13110097 10921981 13110097 11100512 13255156 10921981 3008625 32460 13963066 852969 13110097 SALES OF SECURITIES P 2014-12-31 5360619 4033436 1327183 1327183 1327183 0 0 2389617 10311515 0.231743 2108115 7834749 0.269072 2157758 7258153 0.297287 2500565 8477404 0.294968 2324805 8067293 0.288177 1.381247 0.276249 11924116 3294025 14649 3308674 1910842 29298 0 29298 0 29298 39320 39320 10022 10022 0 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 DR CAROLYN LUKENSMEYER 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 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 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 185000 59933 0 JOHN BARSTOW 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF COMMUNIC 40.00 91832 42568 0 ALECE MONTEZ-GRIEGO 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF PROGRAMS 40.00 86490 42515 0 CAROL BERTRAND 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF FINANCE 40.00 80000 40275 0 0 CAITLYN DAVISON 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 PROGRAMS & COMMUNICATIONS SVCS 57390 0 THE FOUNDATION WORKS WITH DEMONSTRATION COMMUNITIES TO DEVELOP WITH THE FOUNDATION AN INNOVATIVE HEART & SOUL COMMUNITY PLANNING APPROACH TO ENGAGEMENT AND COMMUNITY PLANNING AND DEVELOPMENT IN SMALL CITIES AND TOWNS THROUGHOUT THE UNITED STATES. 1007504 THE FOUNDATION WORKS WITH ITS DEMONSTRATION PROJECTS TO COMMUNICATE MORE CLEARLY WITH ITS RESIDENTS. 817628 0 12021206 84496 0 12105702 0 0 12105702 181586 11924116 596206 X 1910842 0 1910842 0 1910842 1995-08-18 X 0 178412 177279 155127 510818 0 151650 150687 131858 434195 1910842 2389617 2119608 2171795 8591862 0 0 0 0 0 1910842 2389617 2119608 2171795 8591862 0 0 397471 118941 118186 103418 738016 0 0 0 0 LYMAN ORTON X 0 0 14 12680 14 233293 18 1327183 MISCELLANEOUS INCOME 331 0 1573156 331 1573487 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 3746847 X X 1 17,500 SHS BLACKSTONE - $567,0003,800 SHS CONTINENTAL - $459,2304,480 SHS EVEREST - $720,617 1746847 2014-03-31 ACCOUNTING FEES 9912 4956 4956 0 CORPORATE STOCK 11488850 11488850 CASH & MONEY FUNDS AT COST 1607765 1607765 LEGAL 2299 0 2299 0 TRADEMARK 1030 1030 CONTRIBUTED SECURITIES BASIS DIFFERENCE 852969 ADVERTISING AND PROMOTION 12313 0 0 12313 BANK, PAYROLL AND CREDIT CARD FEES 2424 0 0 2424 CONSULTANTS AND SUBCONTRACTORS 771684 0 0 774205 DUES & SUBSCRIPTIONS 8873 0 0 8873 EQUIPMENT COSTS 23988 0 0 23988 INSURANCE 7948 0 0 7948 POSTAGE 3459 0 0 3459 SUPPLIES 25419 0 0 25419 TELEPHONE AND INTERNET 25193 0 0 25193 TRUSTEE EXPENSES 36837 0 0 36837 TRAVEL 123757 0 0 123757 MISCELLANEOUS INCOME 331 331 UNREALIZED GAIN ON INVESTMENTS 32460 MANAGEMENT FEES 72403 72403 0 0 EXCISE TAXES 21366 0 0 0 FOREIGN TAXES 813 813 0 0