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HIGH MEADOWS FUND INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HIGH MEADOWS FUND INC (EIN 20-0288123)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349318673
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T14:29:45-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREETAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06127ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200288123EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGH MEADOWS FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIGHBusinessNameControlTxt
Phone8023883355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO VCF 3 COURT STREETAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN SMITHPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8023883355PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANPersonFirstNm
Person LastSMITHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE LEEPreparerPersonNm
PTINP01307175PTIN
Phone8605614000PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGAYE SYMINGTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O VCF 3 COURT STREETAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,906,915GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HIGHMEADOWSFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionTHE HIGH MEADOWS FUND PROMOTES VIBRANT COMMUNITIES AND A HEALTHY, NATURAL ENVIRONMENT WHILE ENCOURAGING LONG-TERM ECONOMIC VITALITY IN VERMONT.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$625,331PYContributionsGrantsAmt
CY Contributions Grants$740,233CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$456,502PYInvestmentIncomeAmt
CY Investment Income$3,169,444CYInvestmentIncomeAmt
PY Other Revenue$11,907PYOtherRevenueAmt
CY Other Revenue$7,140CYOtherRevenueAmt
PY Total Revenue$1,093,740PYTotalRevenueAmt
CY Total Revenue$3,916,817CYTotalRevenueAmt
PY Grants And Similar Paid$1,141,375PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,493,044CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$370,842PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$374,573CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$245CYTotalFundraisingExpenseAmt
PY Other Expenses$298,199PYOtherExpensesAmt
CY Other Expenses$247,564CYOtherExpensesAmt
PY Total Expenses$1,810,416PYTotalExpensesAmt
CY Total Expenses$8,115,181CYTotalExpensesAmt
PY Revenues Less Expenses-$716,676PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,198,364CYRevenuesLessExpensesAmt
Total Assets BOY$22,370,787TotalAssetsBOYAmt
Total Assets EOY$79,370TotalAssetsEOYAmt
Total Liabilities BOY$185,324TotalLiabilitiesBOYAmt
Total Liabilities EOY$69,762TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,185,463NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,608NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE HIGH MEADOWS FUND PROMOTES VIBRANT COMMUNITIES AND A HEALTHY, NATURAL ENVIRONMENT WHILE ENCOURAGING LONG-TERM ECONOMIC VITALITY IN VERMONT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$7,786,879ExpenseAmt
Grant$7,493,044GrantAmt
DescGRANTMAKING - THE HIGH MEADOWS FUND, INC MAKES GRANTS TO VAIROUS ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES TOWARDS ITS MISSION OF PROMOTING VIBRANT COMMUNITIES AND A HEALTHY NATURAL ENVIRONMENT WHILE ENCOURAGING LONG TERM VITALITY IN VERMONT. GRANTMAKING FOCUSED PRIMARILY ON ADDRESSING CHALLENGES THAT SURFACED DUE TO THE COVID-19 PANDEMIC, INCLUDING ENCOURAGING WORKING FARMS AND FORESTS; COMPACT SETTLEMENTS AND RESPONSIBLE WATERSHED MANAGEMENT; PROMOTING HEALTHY SOILS AND EXPANDING AGRICULTURAL AND FOREST PRODUCTS MARKETS; AND LOWERING FOSSIL FUEL USE IN BUILDINGS AND TRANSPORTATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescRESEARCH - HIGH MEADOWS FUND, INC OCCASIONALLY RETAINS CONTRACTORS AND CONSULTANTS FOR UNDERTAKE RESEARCH OR FACILITATE MEETINGS AND CONVENINGS RELATED TO ITS MISSION. FOR EXAMPLE, FUNDING WAS PROVIDED TO ASSIST FOREST FOCUSED ORGANIZTIONS TO SHARE WHAT THEY WERE LEARNING ABOUT HOW BEST TO ENGAGE WITH FOREST LANDOWNERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,786,879TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial LiquidationYes (1)PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN SMITHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8023883355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 COURT STREETAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHELSEA BARDOT LEWIS UNTIL 121
SECRETARTY & TREASURER2.0038.00Yes (X)Yes (X)$0$11,701$0
CANDACE PAGE
VICE CHAIR & ASST SECRETAR2.00Yes (X)Yes (X)$0$0$0
CARL FERENBACH
CHAIR2.00Yes (X)Yes (X)$0$0$0
TOM ROBERTS UNTIL 1021
DIRECTOR2.00Yes (X)$0$0$0
JOHN KASSEL
DIRECTOR2.00Yes (X)$0$0$0
LINDA MARKIN UNTIL 1021
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH BANKOWSKI UNTIL 1021
DIRECTOR2.00Yes (X)$0$0$0
SARAH WARING
SECRETARTY & TREASURER2.0038.00Yes (X)Yes (X)$0$130,452$27,800
GAYE SYMINGTON
PRESIDENT40.00Yes (X)$94,549$0$26,059
FieldValueIRS element (for citing)
Total Reportable Comp From Org$94,549TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$142,153TotReportableCompRltdOrgAmt
Total Other Compensation$53,859TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$740,233AllOtherContributionsAmt
Total Contributions$740,233TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$308,387TotalRevenueColumnAmt
Related Or Exempt Func Income$308,387RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,851,155SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,990,098SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,861,057SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,861,057TotalRevenueColumnAmt
Exclusion$2,861,057ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$7,140TotalRevenueColumnAmt
Exclusion$7,140ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,140OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,916,817TotalRevenueColumnAmt
Related Or Exempt Func Income$308,387RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,868,197ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,493,044TotalAmt
Program Services$7,493,044ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$121,329TotalAmt
Program Services$60,664ProgramServicesAmt
Management And General$60,665ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$216,188TotalAmt
Program Services$162,605ProgramServicesAmt
Management And General$53,583ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,033TotalAmt
Program Services$5,409ProgramServicesAmt
Management And General$1,624ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,272TotalAmt
Program Services$3,736ProgramServicesAmt
Management And General$536ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,751TotalAmt
Program Services$17,446ProgramServicesAmt
Management And General$8,305ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$109,548TotalAmt
Management And General$109,548ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,257TotalAmt
Management And General$6,257ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$62,432TotalAmt
Management And General$62,432ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,631TotalAmt
Management And General$1,631ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,763TotalAmt
Program Services$11,763ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,406TotalAmt
Program Services$3,507ProgramServicesAmt
Management And General$1,654ManagementAndGeneralAmt
Fundraising$245FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$162TotalAmt
Program Services$112ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,788TotalAmt
Program Services$6,754ProgramServicesAmt
Management And General$3,034ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$745TotalAmt
Program Services$745ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,808TotalAmt
Program Services$3,632ProgramServicesAmt
Management And General$6,176ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,372TotalAmt
Program Services$4,229ProgramServicesAmt
Management And General$5,143ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES$7,208$6,208$1,000
CONSULTANTS$7,025$7,025
MISCELLANEOUS$5,452$5,452
PROFESSIONAL DEVELOPMEN$926$926

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$41TotalAmt
Management And General$41ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,115,181TotalAmt
Program Services$7,786,879ProgramServicesAmt
Management And General$328,057ManagementAndGeneralAmt
Fundraising$245FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,381BOYAmt
EOY$77,525EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,060BOYAmt
EOY$1,750EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,147BOYAmt
EOY$95EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,223BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,359,091BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,211,080BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,703,105BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$700BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,370,787BOYAmt
EOY$79,370EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,199BOYAmt
EOY$69,762EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$165,125BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$185,324BOYAmt
EOY$69,762EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,185,463BOYAmt
EOY$9,608EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,185,463BOYAmt
EOY$9,608EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,370,787BOYAmt
EOY$79,370EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,198,364ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,142,958NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$16,834,533OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1VERMONT COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN222712160EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$115,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$115,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationTO FURTHER THE EXEMPT PURPOSE OF BOTH THE FUND AND ITS SUPPORTED ORGANIZATION, GRANTS WERE AWARDED TO OTHER 501(C)(3) ORGANIZATIONS. THE GRANTS WERE AWARDED TO ORGANIZATIONS PRIMARILY TO PROMOTE A HEALTHY NATURAL ENVIRONMENT WHILE ENCOURAGING LONG-TERM ECONOMIC VITALITY.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$102,190AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$99,562AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$201,752AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,115,181FilingOrganizationsTotalAmt
Affiliated Group Total$60,789,217AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,115,181FilingOrganizationsTotalAmt
Affiliated Group Total$60,990,969AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$555,759FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$138,940FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$38,443CurrentYearMinus3Amt
Current Year Minus2$80,983CurrentYearMinus2Amt
Current Year Minus1$94,920CurrentYearMinus1Amt
Current Year$201,752CurrentYearAmt
Total$416,098TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$11,315CurrentYearMinus3Amt
Current Year Minus2$29,175CurrentYearMinus2Amt
Current Year Minus1$58,223CurrentYearMinus1Amt
Current Year$102,190CurrentYearAmt
Total$200,903TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,116,359BeginningYearBalanceAmt
Contributions$741,921ContributionsAmt
Investment Earnings Or Losses$2,026,485InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,327,577GrantsOrScholarshipsAmt
Other Expenditures$224,975OtherExpendituresAmt
Administrative Expenses$322,605AdministrativeExpensesAmt
End Year Balance$9,608EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,600,694BeginningYearBalanceAmt
Contributions$631,391ContributionsAmt
Investment Earnings Or Losses$2,688,843InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,141,375GrantsOrScholarshipsAmt
Other Expenditures$310,987OtherExpendituresAmt
Administrative Expenses$352,207AdministrativeExpensesAmt
End Year Balance$22,116,359EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,026,061BeginningYearBalanceAmt
Contributions$707,655ContributionsAmt
Investment Earnings Or Losses$3,977,137InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,449,171GrantsOrScholarshipsAmt
Other Expenditures$345,860OtherExpendituresAmt
Administrative Expenses$315,128AdministrativeExpensesAmt
End Year Balance$20,600,694EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,957,535BeginningYearBalanceAmt
Contributions$856,198ContributionsAmt
Investment Earnings Or Losses-$1,370,672InvestmentEarningsOrLossesAmt
Grants Or Scholarships$779,475GrantsOrScholarshipsAmt
Other Expenditures$319,602OtherExpendituresAmt
Administrative Expenses$317,923AdministrativeExpensesAmt
End Year Balance$18,026,061EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,455,248BeginningYearBalanceAmt
Contributions$674,373ContributionsAmt
Investment Earnings Or Losses$3,166,210InvestmentEarningsOrLossesAmt
Grants Or Scholarships$770,507GrantsOrScholarshipsAmt
Other Expenditures$285,191OtherExpendituresAmt
Administrative Expenses$282,598AdministrativeExpensesAmt
End Year Balance$19,957,535EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationFUNDS ARE DESIGNATED AND INTENDED FOR USE IN THE FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ABENAKI HELPING ABENAKI (AHA)
156 BACON DRIVESHELBURNEVT05482841704125501C3$14,000$0TO CONTINUALLY IMPROVE THE NULHEGANAKI TRIBAL FOREST LAND AND BUILDINGS FOR
AUDUBON VERMONT
255 SHERMAN HOLLOW ROADHUNTINGTONVT05462131624102501C3$10,750$0ADDITIONAL FUNDS TO COORDINATE A STATEWIDE APPROACH, PROMOTE POLICIES AND FINANC
CENTER FOR AN AGRICULTURAL ECONOMY (CAE)
140 JUNCTION RDHARDWICKVT05843571201683501C3$77,000$0TO INVEST IN STAFFING, EQUIPMENT & FACILITIES THAT ENABLE GROWTH IN SALES & IMPR
CENTER FOR WHOLE COMMUNITIES
PO BOX 5483BURLINGTONVT05402510462232501C3$51,000$0TO PROVIDE FUNDING TO ESTABLISH AN ENVIRONMENTAL JUSTICE NETWORK IN VERMONT AND
CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY (CVOEO)
255 SOUTH CHAMPLAIN STREETBURLINGTONVT05402030216837501C3$24,000$0TO BUILD RELATIONSHIPS, SUPPORT AND EDUCATE MOBILE HOME PARK RESIDENTS ACROSS VE
COLD HOLLOW TO CANADA
PO BOX 406MONTGOMERYVT05471364717953501C3$15,500$0TO SUPPORT COLD HOLLOW'S WOODLOTS PROGRAM AND CAPACITY BUILDING IN 2021 - 2022.
CONNECTICUT RIVER CONSERVANCY
15 BANK ROWGREENFIELDMA01301042148397501C3$40,500$0TO SUPPORT CRC'S LEADERSHIP FOSTERING WATERSHED RESILIENCE AND CLIMATE ADAPTATIO
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110046149986501C3$52,250$0TO PROVIDE STATE POLICY AND REGULATORY LEADERSHIP TO PROTECT VERMONT'S NATURAL R
ENERGY ACTION NETWORK
17 STATE STREET SUITE 205MONTPELIERVT05602455424161501C3$40,750$0TO PROVIDE STATE POLICY AND REGULATORY LEADERSHIP TO PROTECT VERMONT'S NATURAL R
FARM TO INSTITUTION IN NEW ENGLAND (FINE)
15 LINDEN ROADHARTLANDVT05048042261109501C3$20,000$0GENERAL OPERATING SUPPORT OF FARM TO INSTITUTION NEW ENGLAND, FOR 2021 AND 2022
FOOD CONNECTS
22 BROWNE COURT UNIT 110BRATTLEBOROVT05301462372533501C3$95,000$0TO SUPPORT TWO PHASES OF GROWTH IN FOOD CONNECTS' FOOD HUB OVER TWO YEARS, TO FU
FORESTILLE FOUNDATION INC
PO BOX 15CRAFTSBURYVT05826474361462501C3$15,250$0TO PROVIDE GENERAL OPERATING SUPPORT TO THE VERMONT RELEAF COLLECTIVE INCLUDING
FRIENDS OF THE MAD RIVER
4061 MAIN STREETWAITSFIELDVT05673030348974501C3$15,250$0TO SUPPORT EFFORTS THAT BUILD RESILIENCE AND CLEAN WATER IN THE MAD RIVER WATERS
GREEN MOUNTAIN FARM-TO-SCHOOL INC
115 2ND STNEWPORTVT05855412273707501C3$30,000$0TO PROVIDE GENERAL OPERATING SUPPORT FOR TWO YEARS ($30,000) AND TO CONTRIBUTE T
HEALTH CARE WITHOUT HARM
12110 SUNSET HILLS ROADRESTONVA20190522358837501C3$15,000$0TO SUPPORT THE NEW ENGLAND FOOD PROCESSORS COLLECTIVE INCLUDING DEVELOPMENT OF A
INTERVALE CENTER INC
180 INTERVALE ROADBURLINGTONVT05401030329656501C3$126,000$0TWO YEARS OF GENERAL OPERATING SUPPORT TO PROMOTE FARM VIABILITY, FOOD ACCESS, A
MEMPHREMAGOG WATERSHED ASSOCIATION
PO 513NEWPORTVT05855770692704501C3$15,000$0TO BUILD RESILIENCE WITHIN THE WATERSHED AND SUPPORT PROJECT IMPLEMENTATION AND
MERCK FOREST & FARMLAND CENTER INC
PO BOX 86RUPERTVT05768030184959501C3$15,500$0ADDITIONAL FUNDS TO SUPPORT MFFC IN ENSURING THE ECOLOGICAL INTEGRITY OF 38,000
NATURE CONSERVANCY VERMONT CHAPTER
575 STONE CUTTERS WAY SUITE 2MONTPELIERVT05602530242652501C3$12,200$0SOME DESIGNATED FOR CONSERVATION OF LAND AT THE HIGH POND NATURAL AREA (SMITH-WH
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857030364677501C3$31,000$0TO SUPPORT A NETWORK OF VERMONT-BASED GRASSROOTS GROUPS AND LOCAL LEADERS WORKIN
NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT (NOFA-VT)
14 PLEASANT STREETRICHMONDVT05477223260420501C3$20,500$0GENERAL OPERATING SUPPORT FOR 2021 AND 2022.
NORTHWOODS STEWARDSHIP CENTER
154 LEADERSHIP DRIVEEAST CHARLESTONVT05833030346759501C3$15,500$0ADDITIONAL FUNDS TO EMPOWER FOREST LANDOWNERS AND RECREATIONAL LAND ACCESS MANAG
NORWICH UNIVERSITY
NORWICH UNIVERSITY OFFICE OFNORTHFIELDVT05663030179424501C3$15,000$0TO SUPPORT THE CENTER FOR GLOBAL RESILIENCE & SECURITY'S RESILIENT VERMONT INITIDEVELOPMENT 158 HARMON DRIVE
POULTNEY METTOWEE NATURAL RESOURCES CONSERVATION DISTRICT
PO BOX 209POULTNEYVT05764030237066501C3$10,250$0TO SUPPORT SOUTH LAKE CHAMPLAIN PARTNERSHIP EFFORTS THAT BUILD RESILIENCE, FLOOD
RETREAT FARM
45 FARMHOUSE SQUAREBRATTLEBOROVT05301475042006501C3$10,500$0FISCAL SPONSOR FOR ATOWI PROJECT, AND GENERAL OPERATIONAL SUPPORT.
RIGHTS AND DEMOCRACY EDUCATION FUND
70 SOUTH WINOOSKI AVENUE BOX 205BURLINGTONVT05401475375511501C3$15,000$0TO SUPPORT THE LAUNCH OF AN ENVIRONMENTAL JUSTICE (EJ) NETWORK IN VERMONT IN COL
RURAL VERMONT INC
46 EAST STATE STREETMONTPELIERVT05602223045871501C3$25,000$0GENERAL OPERATING SUPPORT FOR TWO YEARS.
THE CARROT PROJECT
C/O TSNE MISSIONWORKS 89 SOUTHBOSTONMA02111042261109501C3$10,000$0TO SUPPORT THE CARROT PROJECT'S AG VIABILITY ALLIANCE PROGRAM SUPPORTING 1-ON-1STREET 700
THE HOUSING FOUNDATION INC
PO BOX 157MONTPELIERVT05601030305214501C3$20,000$0TO SUPPORT A PLANNING PROCESS THAT INCLUDES ENGAGEMENT OF EXTERNAL EXPERTISE AND
THE UNIVERSITY OF VERMONT FOUNDATION
GRASSE MOUNT BUILDING 411 MAINBURLINGTONVT05401451556038501C3$23,000$0TO SUPPORT A RE-DESIGN PROCESS AND IMPROVEMENTS FOR UVM EXTN - OURVTWOODS, WHICHSTREET
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION
ELLIOTT ALUMNI CENTER 9 EDGEWOODDURHAMNH03824020437506501C3$10,000$0TO EXTEND THE FSNE AMBASSADOR NETWORK BY ESTABLISHING A FSNE BIPOC AMBASSADOR INROAD
VERMONT COUNCIL ON RURAL DEVELOPMENT
43 STATE STREET SUITES 2 3MONTPELIERVT05601030354510501C3$20,000$0GENERAL OPERATING SUPPORT FOR 2021 AND 2022.
VERMONT COVERTS WOODLANDS FOR WILDLIFE
PO BOX 328VERGENNESVT05491030332447501C3$40,500$0TO FOSTER A PEER-TO-PEER COMMUNITY OF LANDOWNERS AND PROFESSIONALS WHO SHARE EXP
VERMONT JOURNALISM TRUST
26 STATE STREET SUITE 8MONTPELIERVT05602271553931501C3$20,000$0TWO YEARS OF GENERAL OPERATING SUPPORT FOR VTDIGGER.ORG WITH THE UNDERSTANDING D
VERMONT LAND TRUST
8 BAILEY AVENUEMONTPELIERVT05602030264836501C3$6,066,250$0TO SCALE UP AND ACCELERATE THE SUCCESSFUL TRANSITION OF FARMLAND AND FARM-BASED
VERMONT NATURAL RESOURCES COUNCIL
11 BALDWIN STREETMONTPELIERVT05602030223731501C3$52,000$0TO PROMOTE COMMUNITY AND CLIMATE RESILIENCE THROUGH STATE, LOCAL AND REGIONAL PU
VERMONT SUSTAINABLE JOBS FUND
3 PITKIN CT 301EMONTPELIERVT05602030349736501C3$251,250$0TO SUPPORT GENERAL PROGRAMMING INCLUDING THE VT FOREST INDUSTRY NETWORK, VT FARM AND OPERATING SUPPORT FOR THE VT RELEAF COLLECTIVE.
VERMONT WOODLANDS ASSOCIATION
110 MERCHANTS ROWRUTLANDVT05702030342303501C3$15,000$0TO STRENGTHEN THE VERMONT TREE FARM PROGRAM BY RE-ENGAGING DEFUNCT "PIONEER" TRE
VERMONT YOUTH CONSERVATION CORPS (VYCC)
1949 EAST MAIN STREETRICHMONDVT05477030328834501C3$17,500$0TO TRAIN THE NEXT GENERATION OF FOREST WORKERS BY WORKING DIRECTLY WITH SMALL PA
VITAL COMMUNITIES
195 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001030355283501C3$24,000$0TO SUPPORT VC'S CLIMATE, ENERGY AND TRANSPORTATION PROGRAM TO DEVELOP AND INNOVA
WATERSHEDS UNITED VERMONT
379 ELM STREETMONTPELIERVT05602831625362501C3$30,000$0TO PROVIDE TWO YEARS OF OPERATING SUPPORT FOR WATERSHEDS UNITED VERMONT TO CONTI
WHITE RIVER PARTNERSHIP
PO BOX 705SOUTH ROYALTONVT05068030371746501C3$10,250$0TO PROVIDE TWO YEARS OF SUPPORT TO THE QUINTOWN COLLABORATIVE PROJECT TO ENGAGE
WINDHAM REGIONAL COMMISSION
139 MAIN STREETBRATTLEBOROVT05301030220628$10,250$0TO ADVANCE THE WORK OF THE GREEN RIVER WATERSHED ALLIANCE THROUGH PUBLIC ENGAGEM
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES FINANCIAL AND PROGRAMMATIC REPORTING BY ALL GRANTEES TO ENSURE THE APPROPRIATE USE OF GRANTED FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSARAH WARINGPersonNm
TitleSECRETARTY & TREASURERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$130,452CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$27,800NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$158,252TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationSARAH WARING IS THE VP FOR GRANTS AND COMMUNITY INVESTMENTS OF THE VERMONT COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION OF THE ADDISON COMMUNITY ATHLETICS FOUNDAITON. THE VERMONT COMMUNITY FOUNDATION USES THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AS A GUIDELINE TO DETERMINE THE APPROPRIATENESS OF THE SALARY AND/OR ANY ADJUSTMENTS. THE FOUNDATION SEEKS TO HAVE SALARIES BE AT A REASONABLE RANGE AROUND THE MEDIAN SALARY PROVIDED BY THE COUNCIL ON FOUNDATION'S SURVEY FOR FOUNDATIONS OF COMPARABLE SIZE, AS ADJUSTED FOR THE REPORTING PERIOD LAG. ALL OTHER STAFF SALARIES ARE ESTABLISHED BY THE PRESIDENT AND VP FOR FINANCE/CFO USING THE SAME METHOD DESCRIBED ABOVE. JOBS ARE MATCHED TO THE COUNCIL ON FOUNDATION'S SURVEY POSITIONS BASED ON CONTENT AND RESPONSIBILITIES. PERFORMANCE REVIEWS ARE PERFORMED BY THE CEO ON AN ANNUAL BASIS FOR SENIOR MANAGEMENT.ExplanationTxt

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidCASH AND INVESTMENTSAssetsDistriOrExpnssPaidDesc
Fair Market Value Of Asset$16,834,533FairMarketValueOfAssetAmt
Method Of FMV DeterminationFMVMethodOfFMVDeterminationTxt
EIN222712160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERMONT COMMUNITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 COURT STREETAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2Ind
Employee Of Successor2Yes (1)EmployeeOfSuccessor2Ind
Owner Of Successor20OwnerOfSuccessor2Ind
Receive Compensation20ReceiveCompensation2Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 2E:PERSON(S) INVOLVED: GAYE SYMINGTON
PART II, LINE 2E:EXPLANATION OF INVOLVEMENT: GAYE BECAME THE INTERIM VP OF GRANTS AND COMMUNITY INVESTMENTS FOR THE VERMONT COMMUNITY FOUNDATION FROM JANUARY-MAY 2022.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3ON FEBRUARY 3, 2021, THE BOARD OF DIRECTORS OF THE HIGH MEADOWS FUND, INC., APPROVED THE DISSOLUTION OF THE ORGANIZATION. A PORTION OF THE ASSETS WERE GRANTED TO NONPROFIT ORGANIZATIONS IN ACCORDANCE WITH ITS MISSION AND THE RESIDUAL ASSETS BECAME A COMPONENT FUND OF THE VERMONT COMMUNITY FOUNDATION. THE REMAINING ASSETS OF THE ORGANIZATION WERE TRANSFERRED TO VERMONT COMMUNITY FOUNDATION SUBSEQUENT TO DECEMBER 31, 2021.
FORM 990, PART VI, SECTION A, LINE 3THE VERMONT COMMUNITY FOUNDATION PERFORMS CUSTOMARY MANAGEMENT DUTIES ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 4ON FEBRUARY 3, 2021, THE BOARD OF DIRECTORS OF THE HIGH MEADOWS FUND, INC., APPROVED THE DISSOLUTION OF THE ORGANIZATION. A PORTION OF THE ASSETS WERE GRANTED TO NONPROFIT ORGANIZATIONS IN ACCORDANCE WITH ITS MISSION AND THE RESIDUAL ASSETS BECAME A COMPONENT FUND OF THE VERMONT COMMUNITY FOUNDATION. THE REMAINING ASSETS OF THE ORGANIZATION WERE TRANSFERRED TO VERMONT COMMUNITY FOUNDATION SUBSEQUENT TO DECEMBER 31, 2021.
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT REVIEWS THE FORM 990 AND RELATED SCHEDULES PRIOR TO FILING AND ALSO PROVIDES A COPY OF THE TAX RETURN TO ALL BOARD MEMBERS
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. BOARD MEMBERS ALSO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST IF THEY ARISE DURING BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT'S TOTAL COMPENSATION AS PART OF THE BUDGET PROCESS WHICH THE BOARD REVIEWS AND APPROVES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION HAS NO FORMAL POLICY SURROUNDING THE PUBLIC AVAILABILITY OF ITS GOVERNING DOCUMENTS OTHER THAN TO PROVIDE APPLICABLE DOCUMENTS UPON REQUEST. AS THE HIGH MEADOWS FUND, INC. IS PART OF A CONSOLIDATED SET OF AUDITED FINANCIAL STATEMENTS, NO STAND-ALONE FINANCIAL STATEMENTS EXIST. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.VERMONTCF.ORG.
FORM 990, PART XI, LINE 9:TRANSFERS TO CLOSE OUT THE FUND -16,834,533.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
VERMONT COMMUNITY FOUNDATION
3 COURT STREETMIDDLEBURYVT05753222712160SUPPORTED ORGANIZATIONVT501(C)(3)LINE 7N/A0
J WARREN AND LOIS MCCLURE FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753030345186SUPPORTS THE VERMONT COMMUNITY FOUNDATIONVT501(C)(3)LINE 12A, 10VERMONT COMMUNITY FOUNDATION
LET'S GROW KIDS INC
3 COURT STREETMIDDLEBURYVT05753311802348SUPPORTS THE VERMONT COMMUNITY FOUNDATIONVT501(C)(3)LINE 12A, 10VERMONT COMMUNITY FOUNDATION
ADDISON COMMUNITY ATHLETICS FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753461164975SUPPORTS THE VERMONT COMMUNITY FOUNDATIONVT501(C)(3)LINE 12A, 10VERMONT COMMUNITY FOUNDATION
THE CURTIS FUND INC
3 COURT STREETMIDDLEBURYVT05753036009912SUPPORTS THE VERMONT COMMUNITY FOUNDATIONVT501(C)(3)LINE 12A, 10VERMONT COMMUNITY FOUNDATION

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TAPROOT CAPITAL FUND L3CBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 64AddressLine1Txt
CityMONTPELIERCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05601ZIPCd
FieldValueIRS element (for citing)
EIN813563738EIN
Primary ActivitiesMISSION BASED INVESTMENTS IN OTHER ENTITIESPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeINVESTMENTPredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.50000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
VERMONT COMMUNITY FOUNDATION
M$115,000CASH
VERMONT COMMUNITY FOUNDATION
C$115,000CASH
VERMONT COMMUNITY FOUNDATION
R$16,834,533FMV

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
LET'S GROW KIDS INC
3 COURT STREETMIDDLEBURYVT05753311802348Yes (X)$102,190$99,562$201,752$7,488,099$7,689,851$534,493$133,623$0$0$0
VERMONT COMMUNITY FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753222712160Yes (X)$0$0$0$41,996,441$41,996,441$1,000,000$250,000$0$0$0
J WARREN AND LOIS MCCLURE FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753030345186Yes (X)$0$0$0$900,637$900,637$160,096$40,024$0$0$0
ADDISON COMMUNITY ATHLETICS FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753461164975$0$0$0$380,314$380,314$76,063$19,016$0$0$0
CURTIS FUND INC
3 COURT STREETMIDDLEBURYVT05753036009912$0$0$0$1,908,545$1,908,545$245,427$61,357$0$0$0