2019-05-10T13:10:02-07:00 2018-12-31 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990PF 2018-01-01 030346513 The Orton Family Foundation Inc ORTO 8024950864 120 Graham Way Shelburne VT 05482 David Leckey Executive Director & Authorized Tax 8024950864 2019-05-10 true William S Huckabay CPA P00154308 8028707086 50.252.240.121 2019-05-10 13:09:56 PD P 5382A3FB60EA305843B887F576E3F171CB16A167 F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 2018 2019-02-21 02:37:17Z X 14548393 X X 3461 3461 3461 341558 341558 341558 869848 5033575 869848 0 3357 0 3357 1218224 1214867 348376 384099 21323 21323 309130 810566 656 656 808598 179922 115 115 179578 1166 0 0 1166 9750 4387 4387 1463 56413 56413 56413 0 113415 1154 1154 85492 29019 459 459 71910 1073 1073 68692 432401 2781 2781 410467 1715 0 0 1715 513303 4815 4815 491514 2603679 93176 93176 2357815 0 0 2603679 93176 93176 2357815 -1385455 1121691 255200 163093 190558 190558 40006 40018 40018 0 6792 0 0 0 0 0 0 39878 60351 60351 18029391 13626264 13626264 0 157562 549519 549519 182669 102016 104626 80653 80653 1030 1030 1030 18542378 14548393 14548393 94933 116016 0 0 0 0 94933 116016 X 18447445 14432377 0 0 18447445 14432377 18542378 14548393 18447445 -1385455 17061990 2629613 14432377 Publicly Traded Securities P 5033575 0 4163727 869848 0 0 0 869848 869848 false 2160240 17664902 0.122290 1669396 16176933 0.103196 1716157 14055419 0.122099 1910842 11924116 0.160250 2389617 10311515 0.231743 0.739578 0.147916 17149505 2536686 11217 2547903 2357815 22434 0 22434 0 22434 26093 0 26093 -26093 X 14 3645 3645 false false false 0 0 0 false false false false true true VT true true false false false true www.orton.org Carol Bertrand 8024950864 120 Graham Way 126 Shelburne VT 05482 false false false false true false false false false false false false false false false false false false false false false false Lyman Orton 126 Graham Way 126 Shelburne VT 05482 Chair 4.00 0 0 0 Susan Kirkpatrick 126 Graham Way 126 Shelburne VT 05482 Secretary/Treasurer 2.00 4000 0 0 Tom Daniels 126 Graham Way 126 Shelburne VT 05482 Director 2.00 4000 0 0 Jared Duval 126 Graham Way 126 Shelburne VT 05482 Director 2.00 4000 0 0 Dr Carolyn Lukensmeyer 126 Graham Way 126 Shelburne VT 05482 Director 2.00 3000 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 4000 0 0 Scot Spencer 126 Graham Way 126 Shelburne VT 05482 Director 2.00 4000 0 0 Tony Wood 126 Graham Way 126 Shelburne VT 05482 Director 2.00 4500 0 0 David Leckey 126 Graham Way 126 Shelburne VT 05482 Executive Director 40.00 215827 26223 0 Carol Bertrand 126 Graham Way 126 Shelburne VT 05482 Director of Finance & HR 40.00 93237 21312 0 Alece Montez 126 Graham Way 126 Shelburne VT 05482 Director of Programs 40.00 116993 19183 0 Gabrielle Ratte Smith 126 Graham Way 126 Shelburne VT 05482 Sr. Assoc. for Strat 40.00 84371 18503 0 Alexis Halbert 126 Graham Way 126 Shelburne VT 05482 Sr. Assoc. of Progra 40.00 80468 21030 0 David Weaver 126 Graham Way 126 Shelburne VT 05482 Director of Communca 40.00 97688 20737 0 Sara Lightner 126 Graham Way 126 Shelburne VT 05482 Sr. Assoc. of Progra 40.00 75996 24947 0 3 Wilmington Trust Financial Advisors 1100 North Market Street Wilmington DE 19890 Investment Management Services 52097 JB LaFleur Consultants 5 Free Street Camden ME 04843 Community Engagement Consulting 68200 0 See Attached Statement 1285696 See Attached Statement 679364 See Attached Statement 392755 16970317 440348 0 17410665 0 0 17410665 261160 17149505 857475 X 0 2357815 0 0 0 2357815 0 2357815 0 0 0 1995-08-18 X 255200 267644 0 0 522844 216920 227497 0 0 444417 2357815 2160240 1669396 1716157 7903608 2357815 2160240 1669396 1716157 7903608 571650 588830 539231 468514 2168225 Lyman Orton None X 14 3461 14 341558 18 869848 Miscellaneous Program Service Revenue 900099 3357 1214867 3357 1218224 11a Various miscellaneous program service revenue and program reimbursements. false false false false false false false false false false VT Area CPA Firm Audit & Tax Preparation Services 9750 4387 4387 1463 Leasehold Improvements 18917 6245 SL 7.000000000000 2702 47 47 Office Equipment 113796 60091 SL 7.000000000000 16326 287 287 Website 49956 6661 SL 5.000000000000 9991 125 125 Publicly Traded Securities Purchased Unrelated Third Parties 5033575 4163727 869848 Part IX-A Summary of Direct Charitable Activities / Lines 1 & 2 Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project 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 27sh Alphabet Inc. 28214 28214 3,433sh AT&T Inc. 97978 97978 175sh Facebook Inc. 22941 22941 512sh John Wiley & Sons 24049 24049 415sh T-Mobile US Inc. 26398 26398 1,098sh Verizon Communications Common 61729 61729 538sh Allison Transmission Holdings 23624 23624 485sh Best Buy Company Inc. 25686 25686 314sh CDW Corporation 25450 25450 689sh DR Horton Inc. 23881 23881 370sh Dunkin' Brands Group Inc. 23724 23724 1,817sh Extended Stay America Inc. 28164 28164 1,017sh General Motors Company 34019 34019 147sh Home Depot Inc. 25258 25258 200sh McDonald's Corporation 35514 35514 701sh Target Corporation 46328 46328 287sh Tractor Supply Company 23946 23946 1,063sh Altria Group Inc. 52502 52502 984sh Coca Cola Company 46592 46592 579sh General Mills Inc. 22546 22546 219sh Kimberly Clark Corporation 24953 24953 593sh Mondelez International Inc. 23738 23738 590sh Philip Morris International 39388 39388 726sh Procter & Gamble Company Inc. 66734 66734 360sh Sysco Corporation 22558 22558 830sh Chevron Corporation 90296 90296 594sh Exxon Mobil Corporation 40505 40505 1,285sh Occidental Petroleum Corporation 78873 78873 127sh Pioneer Natural Resources 16703 16703 619sh Valero Energy Corporation 46406 46406 261sh American Express Company 24879 24879 130sh American Tower Corporation 20565 20565 967sh Bank America Corporation 23827 23827 86sh Blackrock Inc. 33783 33783 1,790sh Blackstone MTG TR Inc. 57029 57029 853sh Citigroup Inc. 44407 44407 330sh Cyrusone Inc. 17450 17450 1,489sh First Hawaiian Inc. 33517 33517 1,327sh JP Morgan Chase & Company 129542 129542 1,390sh Keycorp New 20544 20544 1,146sh Main Street Capital Corporation 38746 38746 1,440sh Metlife Inc. 59126 59126 573sh Morgan Stanley Group Inc. 22719 22719 3,039sh Old Republic International Corp. 62512 62512 1,461sh Park Hotels & Resorts Inc. 37957 37957 672sh Prudential Financial Inc. 54802 54802 1,304sh Starwood Property Trust Inc. 25702 25702 1,293sh U.S. Bancorp Del Com New 59090 59090 1,636sh United Bankshares Inc. 50896 50896 857sh Ventas Inc. 50212 50212 1,333sh Wells Fargo & Company 61425 61425 863sh Abbvie Inc. 79560 79560 328sh Amgen Inc. 63852 63852 345sh Baxter International 22708 22708 437sh Bristo-Myers Squibb Company 22715 22715 1,309sh CVS Health Corporation 85766 85766 416sh Emergent Biosolutions Inc. 24661 24661 805sh Gilead Sciences Inc. 50353 50353 905sh Johnson & Johnson 116790 116790 1,516sh Merck & Company Inc. 115838 115838 2,329sh Pfizer Inc. 101660 101660 101sh UnitedHealth Group Inc. 25161 25161 107sh Wellcare Health Plans 25261 25261 187sh Avery Dennison Corporation 16798 16798 468sh Delta Air Lines Inc. 23353 23353 1,032sh Emerson Electric Company 61662 61662 238sh Insperity Inc. 22220 22220 253sh Lockheed Martin Corporation 66246 66246 154sh Norfolk Southern Corporation 23029 23029 1,063sh Sabre Corporation 23003 23003 484sh United Parcel Service 47205 47205 273sh Waste Management Inc. 24294 24294 46sh Adobe Inc. 10407 10407 124sh Apple Inc. 19560 19560 3,476sh Cisco Systems Inc. 150615 150615 587sh Intel Corporation 27548 27548 329sh IBM Corporation 37397 37397 182sh LAM Research Corporation 24783 24783 125sh Mastercard Inc. 23581 23581 1,297sh Maxim Integrated Products Inc. 65952 65952 244sh Microsoft Corporation 24783 24783 1,240sh Qualcomm Inc. 70569 70569 186sh VISA Inc. 24541 24541 177sh VMWARE Inc. 24272 24272 105sh Air Products & Chemicals Inc. 16805 16805 701sh American Electric Power Company Inc. 52393 52393 423sh Avangrid Inc. 21188 21188 533sh Duke Energy Holding Corporation 45998 45998 479sh Exelon Corporation 21603 21603 1,582sh FirstEnergy Corporation 59404 59404 368sh Nextera Energy Inc. 63966 63966 349sh ONEOK Inc. 18828 18828 3,761sh IShares Russell 1000 Growth ETF 492353 492353 4,521sh IShares Russell 1000 Value ETF 502057 502057 41,315sh LSV Value Equity Fund Strategy 951505 951505 23,737sh MSIF Growth Portfolio 997889 997889 5,173sh SPDR S&P 500 ETF 1292836 1292836 14,699sh IShares Russell 2000 ETF 1968196 1968196 1,464sh BP PLC Sponsored ADR 55515 55515 693sh Lyondellbasell Industries NV 57630 57630 891sh Eaton Corporation PLC 61175 61175 1,670sh Suncor Energy Inc. 46710 46710 1,158sh Toronto-Dominion Bank 57576 57576 23sh Cambiar International Equity Fund 409459 409459 7,614sh IShares Core MSCI 418770 418770 30,658sh WCM Focused Intl Growth 429824 429824 8,474sh IShares Core MSCI Emerging 399549 399549 207,366sh Wilmington International Fund 1561465 1561465 Cash & Money Market Funds in Investment Portfolio 549519 549519 NE Area Attorney Program Contract Services 1166 0 0 1166 Unrealized Loss on Investments 2629613 Advertising & Promotion 4254 0 0 4254 Bank & Credit Card Fees 2792 76 76 2564 Consultants & Subcontractors 339736 1996 1996 333748 Dues & Subscriptions 27575 44 44 27442 Equipment Costs 35495 356 356 34426 Insurance 11740 186 186 11183 Miscellaneous 55 5 5 40 Postage 4537 50 50 4386 Professional Development 29812 2033 2033 23713 Supplies 30496 32 32 30401 Telephone & Internet 26811 37 37 26699 Subtract: Accrual to Cash Change: -7342 Miscellaneous Program Service Revenue 3357 0 3357 Inv. Manager #1 Investment Management Services 52097 52097 52097 0 Inv. Manager #2 Investment Management Services 4316 4316 4316 0 Payroll Taxes 88955 1154 1154 85492 Federal Excise Taxes 24460 0 0 0