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HIGH MEADOWS FUND INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HIGH MEADOWS FUND INC (EIN 20-0288123)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201943179349306669
Schema version
2018v3.1
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)
Return2019-11-13T14:20:06-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREET PO BOX 272000AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061272000ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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 Line1C/O VCF 3 COURT STREETAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHELSEA BARDOT LEWISPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone8023883355PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI BUDNICKPreparerPersonNm
PTINP00046310PTIN
Phone8605614000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.251.63.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm11:51:41IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB12664BE1E3D4BC08488640412F20C0F7A39D48AtSubmissionCreationDeviceId
At Submission Filing Device Id9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

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$5,488,882GrossReceiptsAmt
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
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$674,373PYContributionsGrantsAmt
CY Contributions Grants$856,198CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$686,101PYInvestmentIncomeAmt
CY Investment Income$724,803CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,360,474PYTotalRevenueAmt
CY Total Revenue$1,581,001CYTotalRevenueAmt
PY Grants And Similar Paid$770,507PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$779,475CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$258,282PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$308,563CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$309,509PYOtherExpensesAmt
CY Other Expenses$328,965CYOtherExpensesAmt
PY Total Expenses$1,338,298PYTotalExpensesAmt
CY Total Expenses$1,417,003CYTotalExpensesAmt
PY Revenues Less Expenses$22,176PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$163,998CYRevenuesLessExpensesAmt
Total Assets BOY$20,286,206TotalAssetsBOYAmt
Total Assets EOY$18,325,672TotalAssetsEOYAmt
Total Liabilities BOY$328,671TotalLiabilitiesBOYAmt
Total Liabilities EOY$299,611TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,957,535NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,026,061NetAssetsOrFundBalancesEOYAmt
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 Change0SignificantChangeInd
Expense$1,021,599ExpenseAmt
Grant$779,475GrantAmt
DescGRANTMAKING - HIGH MEADOWS FUND, INC. MAKES GRANTS TO VARIOUS 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 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)
Expense$61,974ExpenseAmt
DescRESEARCH - HIGH MEADOWS FUND, INC. OCCASIONALLY RETAINS CONTRACTORS AND CONSULTANTS TO UNDERTAKE RESEARCH OR FACILITATE MEETINGS RELATED TO ITS MISSION. FOR EXAMPLE, FUNDING WAS PROVIDED TO ASSIST IN DEVELOPING AND IMPLEMENTING A GRANT PROGRAM TO SUPPORT WATERSHED RESILIENCE IN VERMONT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,505ExpenseAmt
DescCONVENING - HIGH MEADOWS FUND, INC. CONVENES STAKEHOLDERS TO COORDINATE SERVICES AND SHARE LEARNING. FOR EXAMPLE, THE FUND HAS CONVENED THE TEAMS AWARDED WATERSHED RESILIENCE PLANNING GRANTS TO LEARN FROM EXPERTS IN THE FIELD AND SHARE WITH EACH OTHER THEIR SUCCESSES AND CHALLENGES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,099,078TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
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 Required0ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
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 Document8IRPDocumentCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 Line1DEBRA DABROWSKI ROONEY CPABusinessNameLine1Txt
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 (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
CARL FERENBACH
BOARD CHAIR2.00Yes (X)Yes (X)$0$0$0
DARBY BRADLEY
BOARD VICE CHAIR & ASST SE2.00Yes (X)Yes (X)$0$0$0
CHELSEA BARDOT LEWIS
BOARD SEC. & TREASURER2.00Yes (X)Yes (X)$0$71,734$35,79538.00
JOHN KASSEL
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH BANKOWSKI
DIRECTOR2.00Yes (X)$0$0$0
TOM ROBERTS
DIRECTOR2.00Yes (X)$0$0$0
DAVID MEARS
DIRECTOR2.00Yes (X)$0$0$0
LINDA MARKIN
DIRECTOR2.00Yes (X)$0$0$0
CANDACE PAGE
DIRECTOR2.00Yes (X)$0$0$0
EMILYE PELOW CORBETT
FORMER SEC. & TREASURER2.00Yes (X)$0$93,368$3,84238.00
GAYE SYMINGTON
PRESIDENT40.00Yes (X)$115,957$0$33,114
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,957TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$165,102TotReportableCompRltdOrgAmt
Total Other Compensation$72,751TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$199,425RelatedOrganizationsAmt
All Other Contributions$656,773AllOtherContributionsAmt
Total Contributions$856,198TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$472,404TotalRevenueColumnAmt
Exclusion$472,404ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,160,280SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,907,881SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$252,399SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$252,399TotalRevenueColumnAmt
Exclusion$252,399ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,581,001TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$724,803ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$779,475TotalAmt
Program Services$779,475ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$149,071TotalAmt
Program Services$111,803ProgramServicesAmt
Management And General$37,268ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$123,107TotalAmt
Program Services$92,510ProgramServicesAmt
Management And General$30,597ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,556TotalAmt
Program Services$2,659ProgramServicesAmt
Management And General$897ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,113TotalAmt
Program Services$9,503ProgramServicesAmt
Management And General$2,610ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,716TotalAmt
Program Services$15,532ProgramServicesAmt
Management And General$5,184ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$103,400TotalAmt
Management And General$103,400ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,704TotalAmt
Management And General$7,704ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$90,057TotalAmt
Management And General$90,057ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,348TotalAmt
Management And General$1,348ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,657TotalAmt
Program Services$6,000ProgramServicesAmt
Management And General$10,657ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,643TotalAmt
Program Services$534ProgramServicesAmt
Management And General$2,109ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$254TotalAmt
Program Services$193ProgramServicesAmt
Management And General$61ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,316TotalAmt
Program Services$10,120ProgramServicesAmt
Management And General$3,196ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,806TotalAmt
Program Services$5,880ProgramServicesAmt
Management And General$2,926ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,318TotalAmt
Program Services$8,613ProgramServicesAmt
Management And General$12,705ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,560TotalAmt
Program Services$2,585ProgramServicesAmt
Management And General$2,975ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACT LABOR$50,236$50,236
DUES$5,435$3,435$2,000
PROFESSIONAL DEVELOPMEN$2,125$2,125
MISCELLANEOUS$106$106

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,417,003TotalAmt
Program Services$1,099,078ProgramServicesAmt
Management And General$317,925ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,700BOYAmt
EOY$62,760EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,023BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,695BOYAmt
EOY$1,453EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,584LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,624LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,361BOYAmt
EOY$4,960EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,225,746BOYAmt
EOY$15,098,495EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,940,466BOYAmt
EOY$1,949,136EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,059,515BOYAmt
EOY$1,205,668EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$700BOYAmt
EOY$3,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,286,206BOYAmt
EOY$18,325,672EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,171BOYAmt
EOY$23,361EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$302,500BOYAmt
EOY$276,250EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$328,671BOYAmt
EOY$299,611EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,957,535BOYAmt
EOY$17,999,821EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$26,240EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,957,535BOYAmt
EOY$18,026,061EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,286,206BOYAmt
EOY$18,325,672EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$163,998ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,095,472NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
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 6FormAndLineReferenceDesc
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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$11,315AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$27,128AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$38,443AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,417,003FilingOrganizationsTotalAmt
Affiliated Group Total$30,763,476AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,417,003FilingOrganizationsTotalAmt
Affiliated Group Total$30,801,919AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$216,700FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$54,175FilingOrganizationsTotalAmt
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$9,750CurrentYearMinus3Amt
Current Year Minus2$39,418CurrentYearMinus2Amt
Current Year Minus1$107,943CurrentYearMinus1Amt
Current Year$38,443CurrentYearAmt
Total$195,554TotalAmt

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 Minus2$24,418CurrentYearMinus2Amt
Current Year Minus1$9,389CurrentYearMinus1Amt
Current Year$11,315CurrentYearAmt
Total$45,122TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,837,259BeginningYearBalanceAmt
Contributions$500,100ContributionsAmt
Investment Earnings Or Losses$1,330,109InvestmentEarningsOrLossesAmt
Grants Or Scholarships$717,956GrantsOrScholarshipsAmt
Other Expenditures$197,383OtherExpendituresAmt
Administrative Expenses$296,881AdministrativeExpensesAmt
End Year Balance$17,455,248EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,511,815BeginningYearBalanceAmt
Contributions$650,636ContributionsAmt
Investment Earnings Or Losses-$362,683InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,430,640GrantsOrScholarshipsAmt
Other Expenditures$201,517OtherExpendituresAmt
Administrative Expenses$330,352AdministrativeExpensesAmt
End Year Balance$16,837,259EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,500,476BeginningYearBalanceAmt
Contributions$525,000ContributionsAmt
Investment Earnings Or Losses$898,182InvestmentEarningsOrLossesAmt
Grants Or Scholarships$852,017GrantsOrScholarshipsAmt
Other Expenditures$235,606OtherExpendituresAmt
Administrative Expenses$324,220AdministrativeExpensesAmt
End Year Balance$18,511,815EndYearBalanceAmt
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$4,728OtherCostOrOtherBasisAmt
Depreciation$4,728DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,856OtherCostOrOtherBasisAmt
Depreciation$13,896DepreciationAmt
Book Value$4,960BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,960TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescFIXED INCOMEDesc
Book Value$1,949,136BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,949,136TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME$757,987F
PRIVATE EQUITY$447,681F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$1,205,668TotalBookValueProgramRltdAmt

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 (21 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ANTIOCH UNIVERSITY NEW ENGLAND
OFFICE OF INSTITUTIONAL ADVANCEMENT40 AVON STREETKEENENH034313516310536640501(C)(3)$6,325GEN. PURPOSE
CENTER FOR AN AGRICULTURAL ECONOMY (CAE)
140 JUNCTION RD PO BOX 422HARDWICKVT05843571201683501(C)(3)$27,500GEN. PURPOSE
CHAMPLAIN HOUSING TRUST
88 KING STREETBURLINGTONVT05401222536446501(C)(3)$7,500GEN. PURPOSE
ECHO LEAHY CENTER FOR LAKE CHAMPLAIN INC
1 COLLEGE STREETBURLINGTONVT05401030347288501(C)(3)$30,000GEN. PURPOSE
ENERGY ACTION NETWORK
17 STATE ST SUITE 205MONTPELIERVT05602455424161501(C)(3)$40,000GEN. PURPOSE
FOOD CONNECTS
22 BROWNE COURT UNIT 110BRATTLEBOROVT05301462372533501(C)(3)$20,000GEN. PURPOSE
GREEN MOUNTAIN FARM-TO-SCHOOL INC
115 2ND STREETNEWPORTVT058554468412273707501(C)(3)$10,000GEN. PURPOSE
INTERVALE CENTER INC
180 INTERVALE ROADBURLINGTONVT05401030329656501(C)(3)$150,000GEN. PURPOSE
NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT (NOFA-VT)
14 PLEASANT STREET PO BOX 697RICHMONDVT05477223260420501(C)(3)$20,000GEN. PURPOSE
RICH EARTH INSTITUTE
44 FULLER DRIVEBRATTLEBOROVT05301455278690501(C)(3)$10,000GEN. PURPOSE
TSNE MISSIONWORKS
89 SOUTH ST 700BOSTONMA02111042261109501(C)(3)$15,000GEN. PURPOSE
VERMONT AGENCY OF AGRICULTURE FOOD AND MARKETS
116 STATE STREETMONTPELIERVT05620036000264501(C)(3)$20,000GEN. PURPOSE
VERMONT COUNCIL ON RURAL DEVELOPMENT
43 STATE STREET SUITES 2 3 PO BOX1384MONTPELIERVT056011384030354510501(C)(3)$25,000GEN. PURPOSE
VERMONT GRASS FARMERS' ASSOCIATION
PO BOX 142RANDOLPH CENTERVT05061030352796501(C)(3)$10,000GEN. PURPOSE
VERMONT HOUSING & CONSERVATION BOARD
58 EAST STATE STREETMONTPELIERVT05602030311984MUNICIPAL$13,000GEN. PURPOSE
VERMONT JOURNALISM TRUST
26 STATE STREET SUITE 8MONTPELIERVT05602271553931501(C)(3)$67,500GEN. PURPOSE
VERMONT LAND TRUST
8 BAILEY AVENUEMONTPELIERVT05602030264836501(C)(3)$160,000GEN. PURPOSE
VERMONT RIVER CONSERVANCY INC
29 MAIN STREET SUITE 11MONTPELIERVT05602030347147501(C)(3)$25,500GEN. PURPOSE
VERMONT SUSTAINABLE JOBS FUND
3 PITKIN COURT SUITE 301EMONTPELIERVT05602030349736501(C)(3)$60,250GEN. PURPOSE
VITAL COMMUNITIES
195 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001030355283501(C)(3)$10,000GEN. PURPOSE
WINDHAM REGIONAL COMMISSION
139 MAIN STREET SUITE 505BRATTLEBOROVT05301030220628MUNICIPAL$14,000GEN. PURPOSE
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 4THE FUND AMENDED AND RESTATED ITS BYLAWS IN 2018 WITH AN EFFECTIVE DATE OF JANUARY 1, 2019. THE AMENDMENTS INCLUDED (I) THE ELIMINATION OF THE TWO CLASS MEMBERSHIP STRUCTURE (WHICH PROVIDED CLASS A AND CLASS B MEMBERS) AND REPLACED THAT STRUCTURE WITH A SINGLE CLASS OF MEMBERSHIP WITH THE VERMONT COMMUNITY FOUNDATION, INC. SERVING AS THE SOLE MEMBER, (II) UPDATED THE TITLES OF ITS OFFICERS, (III) CLARIFIED THE BOARD ELECTION PROCESS AND STAGGERED BOARD TERMS, AND (IV) UPDATED THE BYLAWS TO INCLUDE AND DESCRIBE THE ROLE OF THE EXECUTIVE COMMITTEE OF THE BOARD
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.

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
Share Of EOY Assets$348,509ShareOfEOYAssetsAmt
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
VERMONT COMMUNITY FOUNDATION
C$199,425CASH
VERMONT COMMUNITY FOUNDATION
M$103,400CASH

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)$11,315$27,128$38,443$30,763,476$30,801,919$1,000,000$250,000$0$0$0
VERMONT COMMUNITY FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753222712160Yes (X)$0$0$0$21,141,061$21,141,061$1,000,000$250,000$0$0$0
J WARREN AND LOIS MCCLURE FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753030345186Yes (X)$0$0$0$686,837$686,837$128,026$32,007$0$0$0
ADDISON COMMUNITY ATHLETICS FOUNDATION INC
3 COURT STREETMIDDLEBURYVT05753461164975$0$0$0$292,833$292,833$58,567$14,642$0$0$0
CURTIS FUND INC
3 COURT STREETMIDDLEBURYVT05753036009912$0$0$0$1,590,163$1,590,163$229,508$57,377$0$0$0