2020-05-13T10:31:39-07:00 2019-12-31 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990PF 2019-01-01 030346513 The Orton Family Foundation Inc ORTO 8024950864 120 Graham Way Shelburne VT 05482 David Leckey Executive Director & Authorized Tax 8024950864 2020-05-13 true William S Huckabay CPA P00154308 8028707086 50.252.240.121 2020-05-13 10:31:26 PD P 5382A3FB60EA305843B887F576E3F171CB16A167 F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 2019 2021-04-22 16:20:28Z X 20432784 X 5121872 10615 10615 10615 322056 322056 322056 601134 5796979 601134 0 1504 0 1504 6057181 933805 334175 393185 21748 21748 313941 914441 1551 1551 909789 180421 199 199 179824 3022 0 0 0 11070 4981 4981 1661 56432 56432 56432 0 0 0 0 0 98512 1183 1183 87365 28237 428 428 72424 1097 1097 69132 481568 1782 1782 465409 12156 0 0 12156 548046 3534 3534 504764 2799514 92935 92935 2544041 0 0 2799514 92935 92935 2544041 3257667 840870 241240 190558 127391 127391 40018 40050 40050 0 0 0 0 0 0 0 0 0 60351 64790 64790 13626264 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Secretary/Treasurer 2.00 5000 0 0 Tom Daniels 126 Graham Way 126 Shelburne VT 05482 Director 2.00 5000 0 0 Jared Duval 126 Graham Way 126 Shelburne VT 05482 Director 2.00 5000 0 0 Janice Izzi 126 Graham Way 126 Shelburne VT 05482 Director 2.00 0 0 0 Ed McMahon 126 Graham Way 126 Shelburne VT 05482 Director 2.00 5000 0 0 Scot Spencer 126 Graham Way 126 Shelburne VT 05482 Director 2.00 5000 0 0 Tony Wood 126 Graham Way 126 Shelburne VT 05482 Director 2.00 6000 0 0 David Leckey 126 Graham Way 126 Shelburne VT 05482 Executive Director 40.00 215827 27237 0 Carol Bertrand 126 Graham Way 126 Shelburne VT 05482 Director of Finance 40.00 93239 21881 0 Alece Montez 126 Graham Way 126 Shelburne VT 05482 Director of Programs 40.00 122008 10730 0 Gabrielle Ratte Smith 126 Graham Way 126 Shelburne VT 05482 Director of Networks 40.00 86059 19353 0 Alexis Halbert 126 Graham Way 126 Shelburne VT 05482 Sr. Assoc. - Trainin 40.00 83687 21748 0 David Weaver 126 Graham Way 126 Shelburne VT 05482 Chief Operating Offi 40.00 121212 23408 0 Sara Lightner 126 Graham Way 126 Shelburne VT 05482 Director of Training 40.00 91176 26797 0 5 JB LaFleur Consultants 5 Free Street Camden ME 04843 Community Engagement Consulting 75000 0 See Attached Statement 1423159 See Attached Statement 715007 See Attached Statement 405875 15299282 1249558 0 16548840 0 0 16548840 248233 16300607 815030 X 0 2544041 0 0 0 2544041 8409 2535632 0 0 0 1995-08-18 X 241240 255200 267644 0 764084 205054 216920 227497 0 649471 2544041 2357815 2160240 1669396 8731492 2544041 2357815 2160240 1669396 8731492 543353 571650 588830 539231 2243064 Lyman Orton None X 14 10615 14 322056 18 601134 Miscellaneous Program Service Revenue 900099 1504 933805 1504 935309 11a Various miscellaneous program service revenue and program reimbursements. false false false false false false false false false false X X 1 Lyman Orton PO Box 775850 Steamboat Springs CO 80477 5117852 X Vermont CPA Firm Audit & Tax Preparation Services 11070 4981 4981 1661 Publicly Traded Securities Purchased Unrelated Third Parties 5796979 5195845 Cost 0 601134 0 Part IX-A Summary of Direct Charitable Activities / Lines 1 & 2 Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Part IX-A Summary of Direct Charitable Activities / Line 3 strengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness and 31sh Alphabet Inc. 41521 41521 3,190sh AT&T Inc. 124665 124665 788sh Comcast Corporation New 35436 35436 101sh Facebook Inc. 20730 20730 429sh T-Mobile US Inc. 33642 33642 582sh Twitter, Inc. 18653 18653 1,431sh Verizon Communications Common 87863 87863 271sh Walt Disney Company 39195 39195 703sh Allison Transmission Holdings 33969 33969 504sh Best Buy Company Inc. 44251 44251 286sh CDW Corporation 40852 40852 723sh DR Horton Inc. 38138 38138 1,032sh General Motors Company 37771 37771 254sh Home Depot Inc. 55469 55469 330sh Lennar Corporation 18411 18411 8sh Lennar Corporation Class B 358 358 294sh Marriott Vacations Worldwide 37855 37855 203sh McDonald's Corporation 40115 40115 715sh Target Corporation 91670 91670 376sh Tractor Supply Company 35133 35133 1,499sh Coca Cola Company 82970 82970 595sh General Mills Inc. 31868 31868 234sh Kimberly Clark Corporation 32187 32187 576sh Mondelez International Inc. 31726 31726 471sh Pepsico Inc. 64372 64372 858sh Philip Morris International 73007 73007 736sh Procter & Gamble Company Inc. 91926 91926 411sh Sysco Corporation 35157 35157 295sh Tyson Foods Inc. 26857 26857 257sh Walgreens Boots Alliance Inc. 15153 15153 1,213sh Cabot Oil & Gas Corporation 21118 21118 842sh Chevron Corporation 101469 101469 477sh ConocoPhillips 31019 31019 603sh Exxon Mobil Corporation 42077 42077 571sh Halliburton Holdings Company 13972 13972 400sh Marathon Petroleum Corporation 24100 24100 224sh Phillips 66 24956 24956 113sh Pioneer Natural Resources 17105 17105 415sh Valero Energy Corporation 38865 38865 297sh American Express Company 36974 36974 164sh Ameriprise Financial Inc. 27319 27319 1,961sh Bank America Corporation 69066 69066 87sh Blackrock Inc. 43735 43735 1,816sh Blackstone MTG TR Inc. 67592 67592 160sh Bok Financial Corporation 13984 13984 224sh Capital One Financial Corporation 23052 23052 869sh Citigroup Inc. 69424 69424 242sh Commerce Bancshares Inc. 16441 16441 139sh Cullen Frost Bankers Inc. 13591 13591 348sh East West Bancorp Inc. 16948 16948 1,511sh First Hawaiian Inc. 43592 43592 1,521sh JP Morgan Chase & Company 212027 212027 875sh Main Street Capital Corporation 37721 37721 2,128sh Metlife Inc. 108464 108464 1,427sh Morgan Stanley Group Inc. 72948 72948 3,084sh Old Republic International Corp. 68989 68989 381sh Prudential Financial Inc. 35715 35715 1,495sh Starwood Property Trust Inc. 37166 37166 527sh Truist Financial Corporation 29681 29681 1,312sh U.S. Bancorp Del Com New 77788 77788 1,660sh United Bancshares Inc. 64176 64176 1,352sh Wells Fargo & Company 72738 72738 484sh Amgen Inc. 116678 116678 129sh Becton Dickinson & Company 35084 35084 1,645sh Bristo-Myers Squibb Company 105593 105593 1,415sh CVS Health Corporation 105120 105120 258sh Danaher Corporation 39598 39598 987sh Gilead Sciences Inc. 64135 64135 304sh Hill-Rom Holdings Inc. 34513 34513 715sh Johnson & Johnson 104297 104297 1,211sh Merck & Company Inc. 110140 110140 2,363sh Pfizer Inc. 92582 92582 118sh Thermo Fisher Scientific Inc. 38335 38335 131sh UnitedHealth Group Inc. 38511 38511 198sh Avery Dennison Corporation 25902 25902 1,367sh Delta Air Lines Inc. 79942 79942 1,047sh Emerson Electric Company 79844 79844 125sh General Dynamics Corporation 22044 22044 257sh Lockheed Martin Corporation 100071 100071 161sh Norfolk Southern Corporation 31255 31255 301sh Oshkosh Corporation 28490 28490 120sh Parker Hannifin Corporation 24698 24698 641sh United Parcel Service 75035 75035 287sh Waste Management Inc. 32707 32707 274sh Adobe Inc. 90368 90368 130sh Ansys Inc. 33463 33463 158sh Apple Inc. 46397 46397 261sh Broadcom Inc. 82481 82481 2,876sh Cisco Systems Inc. 137933 137933 248sh Fidelity National Information Services 34494 34494 690sh Intel Corporation 41297 41297 434sh IBM Corporation 58173 58173 152sh LAM Research Corporation 44445 44445 137sh Mastercard Inc. 40907 40907 281sh Microchip Technology Inc. 29426 29426 587sh Microsoft Corporation 92570 92570 297sh PayPal Holdings Inc. 32126 32126 1,258sh Qualcomm Inc. 110993 110993 215sh VISA Inc. 40399 40399 101sh Air Products & Chemicals Inc. 23734 23734 1,703sh Dow Inc. 93205 93205 97sh Martin Marietta Materials Inc. 27125 27125 198sh PPG Industries 26431 26431 64sh American Tower Corporation 14708 14708 266sh Crown Castle International 37812 37812 225sh Equity Lifestyle Properties 15838 15838 977sh Hannon Armstrong Sustainable Inc. 31440 31440 1,482sh Park Hotels & Resorts Inc. REIT 38339 38339 377sh Store Capital Corporation 14039 14039 100sh Sun Communities Inc. REIT 15010 15010 869sh Ventas Inc. 50176 50176 711sh American Electric Power Company 67197 67197 541sh Duke Energy Holding Corporation 49345 49345 346sh Eversource Energy 29434 29434 1,606sh FirstEnergy Corporation 78052 78052 513sh Nextera Energy Inc. 124228 124228 3,300sh IShares Russell 1000 Growth ETF 580536 580536 4,495sh IShares Russell 1000 Value ETF 613478 613478 22,954sh MSIF Growth Portfolio 1072639 1072639 5,937sh SPDR S&P 500 ETF 1910883 1910883 15,600sh IShares Russell 2000 ETF 2584452 2584452 176sh Accenture PLC 37060 37060 325sh Alcon Inc. 18385 18385 221sh Allegion PLC 27523 27523 1,486sh BP PLC Sponsored ADR 56082 56082 132sh Chubb Limited 20547 20547 256sh Ingersoll-Rand Public Limited 34028 34028 2,019sh Johnson Controls International PLC 82193 82193 239sh Medtronic PLC 27115 27115 2,277sh Mitsubishi UFJ Financial Group ADR 12364 12364 242sh Novartis AG ADR 22915 22915 804sh Schlumberger Limited 32321 32321 384sh Sony Corporation Spons ADR 26112 26112 1,694sh Suncor Energy Inc. 55563 55563 1,175sh Toronto-Dominion Bank 65953 65953 365sh Unilever NV 20973 20973 5,932sh IShares Core MSCI 387004 387004 33,569sh WCM Focused Intl Growth 672607 672607 11,959sh IShares Core MSCI Emerging 642916 642916 170,434sh Wilmington International Fund 1521973 1521973 51,282sh Wilmington Global Alpha Equities Fund 607693 607693 62,517sh Blackrock Event Driven Equity Fund 605789 605789 Cash & Money Market Funds in Investment Portfolio 2399989 2399989 Office Equipment & Furnishings 110071 73086 36985 Leasehold Improvements 18917 11650 7267 Websites 71951 26664 45287 Vermont Attorney Human Resource Matters 2403 0 0 0 Colorado Attorney Human Resource Matters 479 0 0 0 Vermont Attorney Trademarks 120 0 0 0 Miscellaneous Fees Various 20 0 0 0 Trademark 1030 1030 1030 Advertising & Promotion 925 0 0 925 Bank & Credit Card Fees 3106 89 89 2840 Consultants & Subcontractors 403912 2771 2771 395598 Dues & Subscriptions 33849 25 25 33773 Equipment Costs 27717 182 182 27169 Insurance 13644 207 207 13024 Postage 3927 37 37 3816 Professional Development 10910 153 153 10450 Supplies 21332 25 25 21256 Telephone & Internet 28724 45 45 28590 Subtract: Accrual to Cash Change: 0 0 0 -32677 Amortization 0 0 0 0 Miscellaneous Program Service Revenue 1504 0 1504 Unrealized Gain on Investments 2599008 Inv. Manager #1 Investment Management Services 48490 48490 48490 0 Inv. Manager #2 Investment Management Services 7942 7942 7942 0 Payroll Taxes 90912 1183 1183 87365 Federal Excise Taxes 7600 0 0 0