WINDHAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINDHAM FOUNDATION (EIN 13-6142024)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-13
- IRS object ID
- 202640449349100204
- Schema version
- 2024v5.5
- 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
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T07:55:18-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | 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 | 2024-04-01 | 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 | 2026-02-11 | 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 | 2026-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $17,333,550 | 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 | $326,270 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $136,719 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,719 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $136,719 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $306,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,628 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $306,628 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $290,617 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $290,617 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $290,617 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $290,617 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $433,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $978,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,047 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,013,223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,013,223 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,506,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,167,011 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,747,187 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $135,792 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $619,588 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $345,482 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $274,106 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $225,642 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $125,818 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $99,824 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,786 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $44,786 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,364 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $99,364 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $45,307 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $350,263 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $350,263 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $299,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $166,809 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $132,346 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $79,165 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $79,165 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $427,397 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $238,317 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $189,080 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,989 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $26,596 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,583,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,657,699 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $863,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $392,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $392,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,976,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,657,699 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,256,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$470,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,104,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89,488 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,144 | CashBOYAmt |
| Cash EOY | $22,695 | CashEOYAmt |
| Cash EOYFMV | $22,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,203 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,450 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11,287 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,450 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $12,342 | InventoriesBOYAmt |
| Inventories EOY | $12,342 | InventoriesEOYAmt |
| Inventories EOYFMV | $12,342 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $46,248 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $106,105 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $106,105 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,074,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,597,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,597,315 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,624,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $861,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $861,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,003,517 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,495,222 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,489,129 | LandBOYAmt |
| Land EOY | $3,508,295 | LandEOYAmt |
| Land EOYFMV | $3,508,295 | LandEOYFMVAmt |
| Total Assets BOY | $20,461,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,333,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,333,550 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,690 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,127 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $3,918,498 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $6,294,049 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $213,763 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,091 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,181,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,406,267 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,216,044 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,900,327 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $63,248 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $26,956 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,279,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,927,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,461,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,333,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,279,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$470,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $292,476 | OtherIncreasesAmt |
| Subtotal | $16,101,556 | SubtotalAmt |
| Other Decreases | $5,174,273 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,927,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-03-31 | $935,435 | $545,888 | $389,547 | $389,547 | |||
| SALE OF SNOW GUNS | 2025-01-03 | $13,500 | $51,804 | $13,500 | $13,500 | P | 1990-11-26 | $51,804 |
| SALE OF GROOMER | 2025-01-31 | $30,000 | $107,051 | $30,000 | $30,000 | P | 1998-03-01 | $107,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,047 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL LERNER | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | EXECUTIVE DIRECTOR | 40.00 | $124,615 | $0 | $1,081 |
| ROBERT DONALD | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | PRESIDENT/CFO (END FY25) | 40.00 | $85,069 | $0 | $10,347 |
| WILLIAM KUHNERT | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | CFO (START FY25) | 40.00 | $33,846 | $0 | $0 |
| LISA VENTRISS | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | CHAIR | 2.00 | $0 | $0 | $0 |
| 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 |
| WILLIAM BRUETT | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | TRUSTEE | 8.00 | $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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW HASELTINE | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | MAINTENANCE TECHNICI | 40.00 | $72,940 | $0 | $31,439 |
| KAREN MURRAY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05416 | HR MANAGER | 40.00 | $88,477 | $0 | $13,000 |
| BECKY REILLY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | OFFICE MANAGER | 40.00 | $70,000 | $0 | $18,259 |
| RUSSELL HODGKINS | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | MAINTENANCE DIRECTOR | 40.00 | $70,217 | $0 | $12,731 |
| RANDY MURRAY | ||||||||
| PO BOX 70 | GRAFTON | VT | 05146 | MAINTENANCE TECHNICI | 40.00 | $63,523 | $0 | $12,865 |
| 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 | $1,256,272 | 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 | $12,486,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,558,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,558,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,370,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,530 | 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 | $1,256,273 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,256,273 | 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 | $89,488 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $89,488 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,065 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $76,065 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,256,273 | CurrentYearAmt |
| Year1 | $1,264,742 | Year1Amt |
| Year2 | $1,253,441 | Year2Amt |
| Year3 | $1,090,046 | Year3Amt |
| Total | $4,864,502 | 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 | $1,256,273 | CurrentYearAmt |
| Year1 | $1,264,742 | Year1Amt |
| Year2 | $1,253,441 | Year2Amt |
| Year3 | $1,090,046 | Year3Amt |
| Total | $4,864,502 | 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 | $412,353 | CurrentYearAmt |
| Year1 | $375,199 | Year1Amt |
| Year2 | $363,519 | Year2Amt |
| Year3 | $378,007 | Year3Amt |
| Total | $1,529,078 | 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 (124 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 | $200 |
| AMERICAN CHEESE SOCIETY | |||||||
| PO BOX 3406 | ENGLEWOOD | CO | 80155 | N/A | PC | EDUCATION REGARDING CHEESE PRODUCTS | $2,000 |
| AMERICAN TINNITUS ASSOCIATION | |||||||
| 8300 BOONE BLVD SUITE 500 | VIENNA | VA | 22182 | N/A | PC | SUPPORT FOR RESEARCH | $100 |
| BIG BROTHERS BIG SISTERS OF VT | |||||||
| 24 FLAT ST SUITE 202 | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING EXPENSES | $4,500 |
| BRATTLEBORO MUSEUM & ART | |||||||
| 10 VERNON STREET | BRATTLEBORO | VT | 05301 | N/A | PC | ART MUSEUM -GENERAL OPERATING SUPPORT | $4,500 |
| BRATTLEBORO ROTARY CLUB | |||||||
| 32 LINDEN ST | BRATTLEBORO | VT | 05301 | N/A | PC | ADDITIONAL PERFORMANCE SPACE | $300 |
| CANTERBURY SCHOOL | |||||||
| 8141 COLLEGE PARKWAY | FORT MYERS | FL | 33919 | N/A | PC | SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID | $2,500 |
| CATAMOUNT FILM AND ARTS | |||||||
| 115 EASTERN AVE | ST JOHNSBURY | VT | 05819 | N/A | PC | SUPPORT FOR FREE PERFORMANCE TICKETS FOR STUDENTS | $2,000 |
| CHAMPLAIN COLLEGE | |||||||
| 163 S WILLARD ST | BURLINGTON | VT | 05401 | N/A | PC | SUPPORT FOR EDUCATION | $4,000 |
| 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 | $600 |
| CHARLOTTE LAND TRUST | |||||||
| PO BOX 43 | CHARLOTTE | VT | 05445 | N/A | PC | LAND CONSERVATION PROGRAMS | $600 |
| COMMITTEE ON TEMPORARY SHELTER INC | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | N/A | PC | HOMELESS PROGRAMS | $5,350 |
| DING DARLING WILDLIFE SOCIETY | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | N/A | PC | LAND CONSERVATION PROGRAMS | $100 |
| 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 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 | $1,000 |
| GRACE COTTAGE HOSPITAL | |||||||
| 185 GRAFTON RD | TOWNSHEND | VT | 05353 | N/A | PC | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $13,500 |
| GRAFTON COMMUNITY CHURCH | |||||||
| 55 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | GENERAL SUPPORT | $3,500 |
| GRAFTON HISTORICAL SOCIETY | |||||||
| PO BOX 202 | GRAFTON | VT | 05146 | N/A | PC | LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT | $3,245 |
| GRAFTON IMPROVEMENT ASSOCIATION | |||||||
| 117 MAIN ST | GRAFTON | VT | 05146 | N/A | PC | LOCAL LAND CONSERVATION ORG - GENERAL SUPPORT | $1,500 |
| GRAFTON PUBLIC LIBRARY | |||||||
| PO BOX 129 | GRAFTON | VT | 05146 | N/A | PC | LOCAL LIBRARY -GENERAL OPERATING SUPPORT | $14,949 |
| GRAFTON RESCUE SQUAD | |||||||
| PO BOX 54 | GRAFTON | VT | 05146 | N/A | PC | LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT | $3,500 |
| GREEN MOUNTAIN CAMP INC | |||||||
| 565 GREEN MOUNTAIN CAMP ROAD | DUMMERSTON | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT FOR GIRLS SUMMER CAMP | $2,300 |
| 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 | $1,250 |
| HATCHSPACE | |||||||
| 22 HIGH STREET | BRATTLEBORO | VT | 05301 | N/A | PC | EQUIPMENT FOR MAKER SPACE EXPANSION | $500 |
| JENNA'S PROMISE | |||||||
| PO BOX 575 | JOHNSON | VT | 05656 | N/A | PC | SUPPORT OF SUBSTANCE ABUSE AND RECOVERY CENTER | $5,000 |
| 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 | $2,000 |
| LAKE DUNMORE FERN LAKE ASSOCIATION | |||||||
| PO BOX 14 | SALISBURY | VT | 05769 | N/A | PC | LOCAL CONSERVATION ORGANIZATION | $500 |
| MARLBORO MUSIC SCHOOL AND FESTIVAL | |||||||
| 1528 WALNUT STREET NO 301 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| 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 |
| NATURE MUSEUM AT GRAFTON | |||||||
| 186 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | PC | LOCAL NATURE MUSEUM - GENERAL SUPPORT FOR PROGRAMMING | $7,376 |
| NEXT STAGE ARTS PROJECT | |||||||
| 15 KIMBALL HILL | PUTNEY | VT | 05346 | N/A | PC | LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES | $10,500 |
| PARKS PLACE COMMUNITY CENTER | |||||||
| 44 SCHOOL ST | BELLOWS FALLS | VT | 05101 | N/A | PC | SUPPORT FOR PROGRAMMING | $2,500 |
| 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 | $2,500 |
| RURAL VERMONT | |||||||
| 46 E STATE ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR ON-FARM PROCESSING WORKSHOP SERIES | $2,000 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | GNERAL SUPPORT FOR CONSERVATION ORGANIZATION | $150 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | EDUCATION NONPROFIT | $7,000 |
| SHELBURNE MUSEUM INC | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| SOUTH HERO LAND TRUST | |||||||
| 106 COMMUNITY ROAD | SOUTH HERO | VT | 05486 | N/A | PC | LAND CONSERVATION PROGRAMS | $10,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | GENERAL OPERATING SUPPORT, FINANCIAL AID | $5,000 |
| THE WILD CENTER | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | SUPPORT FOR MUSEUM | $250 |
| 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 | $4,500 |
| VERMONT ADAPTIVE SKI & SPORTS | |||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | FINANCIAL ASSISTANCE FO LOW-INCOME PARTICIPANTS, VOL. TRAINING | $2,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | N/A | PC | SUPPORT FOR FOOD PROGRAMS | $7,300 |
| VERMONT HISTORICAL SOCIETY | |||||||
| 60 WASHINGTON ST | BARRE | VT | 05641 | N/A | PC | CENTRALIZED DIGITAL PLATFDORM FOR ACCESS TO NON-GOV. COLLECTIONS | $2,500 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS ST | MONTPELIER | VT | 05602 | N/A | PC | SUPPORT FOR VERMONT READS PROGRAM | $4,000 |
| VERMONT HUTS ASSOCIATION | |||||||
| 51 MAIN ST | STOWE | VT | 05672 | N/A | PC | ADA ACCESSIBLE HUT FOR OUTDOOR ACCESS FOR THE GENERAL PUBLIC | $2,000 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | LAND CONSERVATION PROGRAMS | $2,300 |
| VERMONT PARKS FOREVER INC | |||||||
| PO BOX 815 | MONTPELIER | VT | 05601 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| VERMONT RURAL EDUCATION COLLABORATIVE | |||||||
| 825 MEAD HILL RD | HOLLAND | VT | 05830 | N/A | PC | SERVICE LEARNING SUPPORT | $1,500 |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL ST | JOHNSON | VT | 05656 | N/A | PC | SUPPORT FOR ARTIST RESIDENCY WEEK | $1,000 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH STREET | BURLINGTON | VT | 05401 | N/A | PC | PERFORMANCE UNDERWRITING | $12,000 |
| WINDHAM HILL PINNACLE ASSOCIATION | |||||||
| PO BOX 584 | SAXTONS RIVER | VT | 05154 | N/A | PC | SUPPORT FOR TRAIL EXPANSION | $5,000 |
| WINSTON PROUTY CENTER FOR CHILD DEVELOPMENT INC | |||||||
| 20 WINSTON PROUTY WAY | BRATTLEBORO | VT | 05301 | N/A | PC | MOBILE LENDING LIBRARY AND LITERARY ENRICHMENT ACTIVITIES | $600 |
| YELLOW BARN | |||||||
| PO BOX 507 | PUTNEY | VT | 05346 | N/A | PC | SUPPORT FOR FREE SUMMER CONCERT SERIES | $1,000 |
| A FAR CRY | |||||||
| 12 MAIN STREET | SHELBURNE FALLS | MA | 01370 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ART IN THE NEIGHBORHOOD | |||||||
| 62 WEST STREET | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BELLOWS FALLS COMMUNITY BIKE PROJECT | |||||||
| 30 HENRY STREET | BELLOWS FALLS | VT | 05101 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| BELLOWS FALLS UNION HIGH SCHOOL | |||||||
| 406 HIGH SCHOOL ROAD | WESTMINSTER | VT | 05158 | N/A | GOV | GENERAL OPERATING SUPPORT | $1,000 |
| BRATTLEBORO AREA HOSPICE | |||||||
| 191 CANAL STREET | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT | $4,250 |
| BRATTLEBORO MEMORIAL HOSPITAL | |||||||
| 17 BELMONT AVENUE | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CALEB'S CHERUBS EDUCATIONAL FUND | |||||||
| 114 WINDHAM HILL ROAD | TOWNSHEND | VT | 05359 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHANDLER CENTER FOR THE ARTS | |||||||
| 71 N MAIN STREET | RANDOLPH | VT | 05060 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CHARLOTTE FOOD SHELF | |||||||
| PO BOX 839 | CHARLOTTE | VT | 05445 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| CHILDREN'S LITERACY CENTER | |||||||
| 2928 STRAUS LANE 100 | COLORADO SPRINGS | CO | 80907 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| COMMUNITY FOOD CUPBOARD | |||||||
| PO BOX 864 | MANCHESTER CENTER | VT | 05255 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CORNWALL CONSERVATION COMMISSION | |||||||
| 2629 VT ROUTE 30 | CORNWALL | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CRO PLANNING & DESIGN | |||||||
| N/A | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $40,205 |
| DAD GUILD | |||||||
| PO BOX 3155 | BURLINGTON | VT | 05408 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| ECHO LEAHY CENTER | |||||||
| 1 COLLEGE STREET | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| EDGAR MAY HEALTH & REC CENTER | |||||||
| 140 CLINTON STREET | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ETHIOPIAN COMMUNITY DEVELOPMENT CO | |||||||
| 901 S HIGHLAND STREET | ARLINGTON | VA | 22204 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| GRAFTON BRICK MEETING HOUSE | |||||||
| 2 MAIN STREET | GRAFTON | VT | 05146 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| TOWN OF GRAFTON | |||||||
| 783 TOWNSHEND ROAD | GRAFTON | VT | 05146 | N/A | GOV | GENERAL OPERATING SUPPORT | $1,200 |
| GRAFTON FIREMENS ASSOCIATION | |||||||
| 711 ROUTE 121 EAST | GRAFTON | VT | 05146 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| GREEN MOUNTAIN CLUB | |||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| GREEN MOUNTAIN CONSERVANCY | |||||||
| 1026 CAMP ARDEN ROAD | DUMMERSTON | VT | 05357 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| GREEN MOUNTAIN FARM TO SCHOOL | |||||||
| 115 2ND STREET | NEWPORT | VT | 05855 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GREEN MOUNTAIN RECOVERY CENTER | |||||||
| 244 HIGH WATCH ROAD | EFFINGHAM | NH | 03882 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DRIVE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| INTERVALE CENTER | |||||||
| 180 INTERVALE CENTER | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| LAKE CHAMPLAIN MARITIME MUSEUM | |||||||
| 4472 BASIN HARBOR ROAD | VERGENNES | VT | 05491 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LUND | |||||||
| 50 JOY DRIVE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| MIDDLEBURY COMMUNITY MUSIC CENTER | |||||||
| 6 MAIN STREET | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| MIDDLEBURY STUDIO SCHOOL | |||||||
| 2377 US-7 | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MONTVERDI MUSIC SCHOOL | |||||||
| 46 BARRE STREET | MONTPELIER | VT | 05602 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| MOUNTAIN SCHOOL OF MILTON ACADEMY | |||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| NEW ENGLAND YOUTH THEATRE | |||||||
| 100 FLAT STREET | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| OKEMO VALLEY REGIONAL CHAMBER OF COMMERCE | |||||||
| 57 POND STREET | LUDLOW | VT | 05149 | N/A | GOV | GENERAL OPERATING SUPPORT | $3,000 |
| PEACE & JUSTICE CENTER | |||||||
| 239 S UNION STREET | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| REINBOW RIDING CENTER | |||||||
| 892 TARBELLVILLE ROAD | BELMONT | VT | 05730 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ROCKINGHAM ARTS & MUSEUM PROJECT | |||||||
| 11 CANAL STREET | BELLOWS FALLS | VT | 05101 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SOUTHERN VERMONT TRAIL ASSOCIATION | |||||||
| PO BOX 1030 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SPRINGFIELD FAMILY CENTER | |||||||
| 130 SPRINGFIELD PLAZA | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST JOHNSBURY ACADEMY | |||||||
| 1000 MAIN STREET | ST JOHNSBURY | VT | 05819 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| STRAFFORD COMMUNITY NURSE | |||||||
| PO BOX 124 | STRAFFORD | VT | 05072 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| THE SHARON ACADEMY | |||||||
| PO BOX 207 | SHARON | VT | 05065 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE UNIVERSITY OF VERMONT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| VERMONT ADULT LEARNING | |||||||
| 66 NORTH AVENUE | BURLINGTON | VT | 05401 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| VERMONT AFTERSCHOOL | |||||||
| 150 KENNEDY DRIVE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| VERMONT ARTS COUNCIL | |||||||
| 136 STATE STREET | MONTPELIER | VT | 05602 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETS BAY AVENUE | WINOOSKI | VT | 05404 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| VERMONT YOUTH CONSERVATION CORPS | |||||||
| 1949 E MAIN STREET | RICHMOND | VT | 05477 | N/A | PC | GENERAL OPERATING SUPPORT | $4,500 |
| WILD GOOSE PLAYERS | |||||||
| 13 WESTMINSTER STREET | BELLOWS FALLS | VT | 05101 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WILLING HANDS ENTERPRISES | |||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| GRAFTON FUND DONATIONS | |||||||
| PO BOX 70 | GRAFTON | VT | 05146 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BRADFORD TEEN CENTER | |||||||
| 174 MAIN STREET | BRADFORD | VT | 05033 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $392,925 | 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 | $136,719 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,628 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $290,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,047 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS INCOME | $71,217 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $942,006 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,167,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,013,223 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,180,234 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE VERMONT COMMUNITY FOUNDATION | |||||||
| 1 | 3 COURT STREET | MIDDLEBURY | VT | 05753 | $277,887 | Yes (X) | |
| ALAN YUSPEH | |||||||
| 2 | PO BOX 70 | GRAFTON | VT | 05416 | $6,167 | Yes (X) | |
| STATE OF VERMONT | |||||||
| 3 | 118 STATE STREET | MONTPELIER | VT | 05602 | $30,957 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SET OF SIX 24" X 72" FOLDING TABLES WITH MATCHING LEGS AND FULL-SIZE FRONT MODEST PANELS | NoncashPropertyDesc |
| Fair Market Value | $6,167 | FairMarketValueAmt |
| Received | 2024-06-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $99,364 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,364 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MARKETS | $2,512,839 | $2,512,839 |
| INCOME | $4,166,366 | $4,166,366 |
| ASSET ALLOCATION | $5,918,110 | $5,918,110 |
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 | $861,145 | BookValueAmt |
| EOYFMV | $861,145 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $44,786 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,786 | 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 | $5,174,273 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $46,975 | $0 | $26,193 | $20,782 |
| BLACKSMITH PROJECT | $722 | $0 | $403 | $319 |
| NURSERY EXPENSE | $14,782 | $0 | $0 | $14,782 |
| LICENSES, FILINGS | $1,867 | $0 | $0 | $1,867 |
| MARKETING AND EVENTS | $6,242 | $0 | $0 | $6,242 |
| DAISY TURNER PROJECT | $252 | $0 | $0 | $252 |
| TELEPHONE AND INTERNET | $1,977 | $0 | $0 | $1,977 |
| MISCELLANEOUS EXPENSES | $1,044 | $0 | $0 | $1,044 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $71,217 | $0 | $71,217 |
| SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES | $942,006 | $0 | $942,006 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $33,575 |
| CURRENT YEAR CHANGE IN PENSION OBLIGATION | $258,901 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ACCRUED EXPENSES | Desc |
| BOY Book Value | $213,763 | BOYBookValueAmt |
| EOY Book Value | $47,091 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $108,051 | Amt |
| Net Investment Income | $62,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,307 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 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 |
| VERMONT COMMUNITY FOUNDATION | |||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 |
| STATE OF VERMONT | |||
| 128 STATE STREET | MONTPELIER | VT | 05633 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $67,286 | $0 | $37,519 | $29,767 |
| REAL ESTATE TAXES | $231,869 | $0 | $129,290 | $102,579 |
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 | $59,354 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,520 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
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 | LOANS, WORKING CAPITAL ADVANCES, AND SERVICES PAID TO TOWNSEND VERMONT HOLDINGS AND ITS SUBSIDARIES. | Desc |
| Amt | $59,354 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,354 | TotalAmt |
Comments