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ST STE C5 WINOOSKI VT 05404 N/A PC General Operating Support 10000 Inclusive Arts Vermont Inc 20 W CANAL ST STE C8 WINOOSKI VT 05404 N/A PC Program Support: Collaborative Integrated Arts Residencies 7500 Institute for Democratic Education In America 2008 W RIDGEWAY ST JACKSON MS 39213 N/A PC General Operating Support 150000 Janet S Munt Family Room 20 ALLEN ST BURLINGTON VT 054015619 N/A PC Winooski Family Empowerment Project 30000 Lower East Side Tenement Museum 103 ORCHARD ST 4TH FL NEW YORK NY 100023102 N/A PC The Tenement Museum's new marketing, development and communications capacity initiative 375000 Mentor Vermont Inc 19 MARBLE AVE BURLINGTON VT 05401 N/A PC Vermont K-12 Mentoring Initiative 7500 New York University - School of Law 22 WASHINGTON SQ N NEW YORK NY 10011 N/A PC Institute for Policy Integrity 300000 Nuestra Escuela Inc 352 AVE SAN CLAUDIO 133 PMB SAN JUAN PR 00926 N/A PC General & Unrestricted 25000 Outright Vermont PO BOX 5235 BURLINGTON VT 054025235 N/A PC Education initiatives 60000 The Center for an Agricultural Economy PO BOX 451 HARDWICK VT 05843 N/A PC Emergent Model for Community-Based Rural Education 30000 Unleashing the Power of Partnership for Learning I 155 ELM ST STE 1 MONTPELIER VT 05602 N/A PC General Operating Support 75000 Vermont Principals Association Inc 2 PROSPECT ST STE 3 MONTPELIER VT 05602 N/A PC General Operations for the Equity Practitioner's Network (EPN) Program 25000 Vermont Rural Education Collaborative Inc 121 DUCHESS AVE STE A NEWPORT VT 05855 N/A PC General Operating Support 30000 1470000 14 20155 14 625040 18 5097844 K-1 Inc/Loss 14 101238 5844277 5844277 false false false false false false false false false false Audit Fees 25700 25700 0 TAX RETURN PREPARATION/REVIEW 0 2500 Corinne Steel *Resigned from the foundation WILLOWELL FOUNDATION INC PO BOX 314 BRISTOL VT 05443 2018-05-17 25000 TO SUPPORT THE PRE K-12 TRANSFORMATIVE LEARNING PRACTICES 25000 NO 1/22/19, 11/27/19 NONE NECESSARY VERMONT NEA INC 10 WHEELOCK ST MONTPELIER VT 05602 2018-08-20 25000 TO SUPPORT THE RACIAL JUSTICE LIAISON PROJECT 25000 NO 3/28/19, 5/6/21 NONE NECESSARY WILLOWELL FOUNDATION INC PO BOX 314 BRISTOL VT 05443 2019-07-22 15000 TO SUPPORT THE PRE K-12 TRANSFORMATIVE LEARNING PRACTICES 15000 NO 1/27/21 NONE NECESSARY IN-KIND GRANTS PART I LINE 25 AND PART XV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: Fair market value on date granted to charity METHOD OF DETERMINING BOOK VALUE OF SECURITIES: Cost TOTAL FAIR MARKET VALUE OF PROPERTY: $1,194,699 TOTAL BOOK VALUE OF PROPERTY: $1,155,000 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,194,699 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: GENERATION IM SSF III (B) LP DATE OF DISTRIBUTION: 11/19/2020 GRANT RECIPIENT: CALVERT IMPACT CAPITAL INC FMV OF PROPERTY: $1,194,699 BOOK VALUE OF PROPERTY: $1,155,000 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,194,699 AMERICAN EXPRESS CO NOTE - 2.5 180560 180560 ANHEUSER-BUSCH - 3.650% - 02/0 197771 197771 ANTHEM INC NOTE - 3.650% - 12/ 195948 195948 APPLE INC - 2.850% - 02/23/202 288629 288629 AT&T INC - 4.125% - 02/17/2026 248539 248539 AVALONBAY CMNTYS INC - 2.950% 108951 108951 BANK NEW YORK - 3.550% - 09/23 321669 321669 BOSTON PPTYS - 3.800% - 02/01/ 108550 108550 CATERPILLAR - 2.850% - 05/17/2 328333 328333 DEERE JOHN CAP CORP BOND - 2.8 332460 332460 DISNEY WALT CO - 2.000% - 09/0 286929 286929 ESTEE LAUDER COS INC - 3.150% 151767 151767 GENERAL MLS INC NOTE CALL MAKE 223261 223261 HOME DEPOT - 3.000% - 04/01/20 312028 312028 INTL FINANCE CORP - 2.250% - 0 310394 310394 JPMORGAN CHASE &CO NOTE - 2.95 421586 421586 LOWES COS INC - 3.100% - 05/03 269258 269258 MERCK &CO INC - 3.400% - 03/07 360645 360645 MICROSOFT CORP - 2.700% - 02/1 238995 238995 MORGAN STANLEY - 2.625% - 11/1 234457 234457 NORTHEAST UTILS - 2.800% - 05/ 162632 162632 ORACLE CORP NOTE - 2.400% - 09 246894 246894 PEPSICO INC - 2.750% - 03/05/2 174992 174992 SIMON PPTY GROUP LP - 3.375% - 184831 184831 STARBUCKS - 3.500% - 03/01/202 229234 229234 STATE STR CORP NOTE - 2.354% - 298841 298841 TORONTO DOMINION BANK - 2.125% 316553 316553 UNITEDHEALTH GROUP INC - 3.750 284663 284663 US BANCORP - 2.375% - 07/22/20 421233 421233 VERIZON COMMUNICATIONS INC - 5 230737 230737 AFRICAN DEV BK BOND - .75% 4/3 192257 192257 CRA QUALIFIED INVESTMENT FD 1991973 1991973 4764674 4764674 3462961 3462961 General Consultations 11699 11699 EXECUTIVE EMPLOYMENT MATTERS 5203 5203 SECURITY DEPOSITS 4875 4875 UNREALIZED LOSS IN VALUE OF INVESTMENTS 4466776 Administrative Fees 95310 96364 Bank Charges 4629 4629 Computers/Electronic Devices 1668 83 1585 Foundation Dues & Memberships 1000 50 950 INSURANCE PREMIUMS 5345 267 7063 K-1 Exp GENERATION IM ASIA FUN 9427 9427 K-1 Exp GENERATION IM GLOBAL E 54637 54637 OFFICE EXPENSES 5136 257 4879 POSTAGE/DELIVERY SERVICES 792 40 752 State or Local Filing Fees 1689 1689 Website Hosting/Support 8995 450 8545 INDEMNIFICATION INSURANCE 5045 252 4855 K-1 Inc/Loss GENERATION IM ASIA FUND, L.P 46745 46745 K-1 Inc/Loss GENERATION IM GLOBAL EQ FUND LLC 54493 54493 RETURNED GRANT 11238 Investment Management Services 188411 188411 Philanthropic Consulting Srvcs 72878 73724 RETIREMENT PLAN CONSULTING 10640 11320 PAYROLL PROCESSING FEES 3387 3387 INVESTMNT COMMITTEE CONSULTANT 2100 2100 WEBSITE DEVELOPMENT 45 45 EXCISE TAX 13658 FOREIGN TAX 8402 8402 IRS MISC. FEE 16