2018-05-08T10:55:36-07:00 2017-12-31 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990PF 2017-01-01 030346513 The Orton Family Foundation Inc ORTO 8024950864 120 Graham Way Shelburne VT 05482 DAVID LECKEY EXECUTIVE DIRECTOR 8024950864 2018-05-08 true WILLIAM S HUCKABAY CPA P00154308 8028707086 2017 2022-09-23 18:48:47Z X 18542378 X X 3641 3641 3641 359862 359862 359862 1266599 7820204 1266599 1458 1458 1631560 1630102 364961 371427 20739 20739 297810 726608 670 670 724597 173327 120 120 172967 1320 1320 11750 5287 5287 1763 61286 61286 61286 115239 1155 1155 81072 24012 398 398 68542 1105 1105 65226 362555 2430 2430 344042 484 483 469135 4127 4127 470960 2385685 97317 97317 2160240 0 0 2385685 97317 97317 2160240 -754125 1532785 267644 88410 163093 163093 40006 40006 6792 6344 6792 6792 4 26821 39878 39878 17083169 18029391 18029391 313381 157562 157562 177623 72997 72671 104626 104626 1030 1030 1030 17591830 18542378 18542378 96966 94933 96966 94933 X 17494864 18447445 17494864 18447445 17591830 18542378 17494864 -754125 1706706 18447445 18447445 Publicly Traded Securities P 7820204 0 6553605 1266599 0 0 0 1266599 1266599 false 1669396 16176933 0.103196 1716157 14055419 0.122099 1910842 11924116 0.160250 2389617 10311515 0.231743 2108115 7834749 0.269072 0.886360 0.177272 17664902 3131493 15328 3146821 2160240 30656 0 30656 30656 33260 33260 -33260 X 11 2593 2593 false false false 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 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 4000 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 202596 28963 0 CAROL BERTRAND 126 Graham Way 126 Shelburne VT 05482 DIRECTOR OF FINANCE 40.00 90126 21242 0 ALECE MONTEZ-GRIEGO 126 Graham Way 126 Shelburne VT 05482 Director of Programs 40.00 113150 24799 0 GABRIELLE RATTE SMITH 126 Graham Way 126 Shelburne VT 05482 SR. ASSOC. FOR STRAT 40.00 81600 17891 0 ALEXIS HALBERT 126 Graham Way 126 Shelburne VT 05482 SR. ASSOC. OF PROGRA 40.00 75671 20427 0 LEANNE TINGAY 126 Graham Way 126 Shelburne VT 05482 SR. ASSOC. OF PROGRA 40.00 72100 19349 0 SARA LIGHTNER 126 Graham Way 126 Shelburne VT 05482 SR. ASSOC. OF PROGRA 40.00 72100 24300 0 4 Wilmington Trust Financial Advisors 1100 North Market Street Wilmington DE 19890 InvestmentManagementServices 53336 0 See Attached Statement 1160708 See Attached Statement 618084 See Attached Statement 381448 0 17566842 367069 0 17933911 17933911 269009 17664902 883245 X 2160240 2160240 2160240 0 0 1995-08-18 X 267644 596206 863850 227497 506775 734272 2160240 1669396 1716157 1910842 7456635 2160240 1669396 1716157 1910842 7456635 0 0 588830 539231 468514 397471 1994046 0 0 0 0 LYMAN ORTON NONE X 14 3641 14 359862 18 1266599 Miscellaneous Program Service Revenue 900099 1458 1630102 1458 1631560 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 11750 5287 5287 1763 Leasehold Improvements 18917 3562 SL 7.00 2684 44 44 Office Equipment & Furnishings 108750 53020 SL 7.00 14647 243 243 Website 49956 64100 SL 5.00 6681 111 111 Publicly Traded Securities Purchased UNRELATED THIRD PARTIES 7820204 6553605 Cost 1266599 Part IX-A Summary of Direct Charitable Activities / Lines 1 & 2 PROJECT ACTIVITIES - THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE "COMMUNITY HEART & SOUL" METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, AND CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNERS AND "HEART & SOUL COACHES." COMMUNICATION ACTIVITIES - THE FOUNDATION WORKS TO IDENTIFY PRIORITY TARGET MARKETS, AND DEVELOP AND EXECUTE MARKETING STRATEGIES THAT WILL REACH AND PERSUADE THOSE TARGET AUDIENCES TO SUPPORT, FUND AND IMPLEMENT IT - SPREADING AWARENESS, ACCEPTANCE AND USE OF THE HEART & SOUL METHOD WITH PARTNERS AND STAKEHOLDERS. Part IX-A Summary of Direct Charitable Activities / Line 3 STRATEGIC PARTNERSHIPS ACTIVITIES - THE FOUNDATION IDENTIFIES, STRENGTHENS AND BUILDS RELATIONSHIPS THAT WILL SPREAD AWARENESS AND SUPPORT OF THE COMMUNITY HEART & SOUL PHILOSOPHY AND PROCESS. WITH THE ASSISTANCE OF INDEPENDENT "CHAMPIONS", THE FOUNDATION IS BUILDING A COALITION OF NATIONAL, REGIONAL AND LOCAL RESOURCES TO HELP COMMUNITIES TO IMPLEMENT THE COMMUNITY HEART & SOUL MODEL. 1,247sh Abbvie, Inc. 120597 120597 340sh Alaska Air Group, Inc. 24993 24993 1,108sh Altria Group, Inc. 79122 79122 731sh American Electric Power Company, Inc. 53780 53780 130sh American Tower Corporation 18547 18547 354sh Amgen Inc. 61561 61561 151sh Apple Inc. 25554 25554 317sh Aptiv PLC 26891 26891 2,818sh AT&T Inc. 109564 109564 423sh Avangrid Inc. 21395 21395 194sh Avery Dennison Corporation 22283 22283 1,076sh Bank of America Corporation 31764 31764 428sh Baxter International 27666 27666 310sh Berry Global Group, Inc. 18188 18188 447sh Best Buy Company Inc. 30606 30606 1,867sh Blackstone Mortgage Trust Inc. 60080 60080 1,877ah BP PLC Spons 78890 78890 653sh Bristol Myers Squibb Company 40016 40016 100sh Broadcom Limited 25690 25690 308sh Broadridge Financial Solutions Inc. 27899 27899 1,478sh CA Inc. 49188 49188 22,398sh Cambiar International Equity Fund 637889 637889 394sh CDW Corporation 27379 27379 1,043sh Chevron Corporation 130573 130573 179sh Chubb Limited 26157 26157 3,385sh Cisco Systems Inc. 129645 129645 770sh Citizens Financial Group Inc. 32325 32325 1,027sh Coca Cola Company 47119 47119 110sh Coherent Inc. 31044 31044 330sh Cyrusone Inc. 19645 19645 767sh DR Horton Inc. 39171 39171 578sh Darden Restaurants Inc. 55500 55500 376sh Deluxe Corporation 28892 28892 249sh Dr. Pepper Snapple Group Inc. 24168 24168 556sh Duke Energy Holding Corporation 46765 46765 930sh Eaton Corporation 73479 73479 1,077sh Emerson Electric Company 75056 75056 543sh Exelon Corporation 21400 21400 1,895sh Extended Stay America Inc. 36005 36005 620sh Exxon Mobil Corporation 51857 51857 146sh Facebook Inc. 25763 25763 1,651sh Firstenergy Corporation 50554 50554 406sh General Mills Inc. 24072 24072 624sh Halliburton Holdings Company 30495 30495 247sh Hasbro Common 22450 22450 165sh Home Depot Inc. 31272 31272 175sh Ingredion Inc. 24465 24465 663sh Intel Corporation 30604 30604 1,724sh Invesco Limited 62995 62995 9,716sh IShares Core MSCI ETF 642130 642130 14,650sh ISHares Core MSCI Emerging Markets 833585 833585 4,935sh IShares Russell 1000 Value ETF 613618 613618 6,061sh IShares Russell 1000 Growth ETF 816295 816295 12,704sh IShares Russell 2000 ETF 1936852 1936852 898sh Johnson & Johnson 125469 125469 1,331sh JPMorgan Chase & Company 142337 142337 902sh Juniper Networks Inc. 25707 25707 180sh Kimberly Clark Corporation 21719 21719 138sh Lam Research Corporation 25402 25402 264sh Lockheed Martin Corporation 84757 84757 41,832sh LSV Value Equity Fund Strategy 1211046 1211046 723sh LyonDellBasell Industries NV 79761 79761 1,196sh Main Street Capital Corporation 47517 47517 1,353sh Maxim Integrated Products Inc. 70735 70735 276sh McDonald's Corporation 47505 47505 1,579sh Merck & Company Inc. 88850 88850 1,088sh Metlife Inc. 55009 55009 337sh Microsoft Corporation 28827 28827 574sh Morgan Stanley Group Inc. 30118 30118 24,599sh Morgan Stanley Institutional Funds Inc. Growth Portfolio 1030440 1030440 383sh Nextera Energy Inc. 59821 59821 1,059sh Occidental Petroleum Corporation 78006 78006 3,170sh Old Republic International Corporation 67775 67775 456sh Oneok Inc. 24373 24373 357sh Owens Corning Inc. 32823 32823 1,478sh PacWest Bancorp 74491 74491 1,523sh Park Hotels & Resorts Inc. 43786 43786 165sh Parker Hannifin Corporation 32931 32931 2,743sh Peoples United Financial Inc. 51294 51294 2,429sh Pfizer Inc. 87978 87978 616sh Philip Morris International Inc. 65080 65080 757sh Procter & Gamble Company 69553 69553 252sh Prudential Financial Inc. 28975 28975 200sh PVH Corporation 27442 27442 1,293sh Qualcomm Inc. 82778 82778 233sh Quest Diagnostics Inc. 22948 22948 769sh Schlumberger Limited 51823 51823 322sh Simon Property Group Inc. 55300 55300 9,564sh SPDR S&P 500 ETF 2552249 2552249 188sh Stanley Black & Decker Inc. 31902 31902 1,164sh Starwood Property Trust Inc. 24851 24851 186sh Stryker Corporation 28800 28800 1,083sh Sun Life Financial Inc. 44689 44689 2,177sh Suncor Energy Inc. 79939 79939 412sh Sysco Corporation 25021 25021 226sh T-Mobile US Inc. 14353 14353 1,216sh Tapestry Inc. 53784 53784 1,056sh Targa Resources Corporation 51132 51132 315sh TE Connectivity Limited 29938 29938 1,555sh The Toronto-Dominion Bank 91092 91092 3,166sh Umpqua Holdings Corporation 65853 65853 614sh Unilever PLC Spons 33979 33979 1,704sh United Bankshares Inc. 59214 59214 376sh United Parcel Service 44800 44800 130sh Unitedhealth Group Inc. 28660 28660 351sh Valero Energy Corporation 32260 32260 234sh VMWare Incorporated 29325 29325 40,956sh WCM Focused International Growth Fund 644653 644653 1,257sh Wells Fargo & Company 76261 76261 2,189sh Weyerhaeuser Company 77183 77183 211,085sh Wilmington International Fund Institutional Shares 1941982 1941982 11,853sh Wilmington Large-Cap Strategy Fund Institutional Funds 261602 261602 Cash & Money Market Funds in Investment Portfolio 157562 157562 NE Area Attorney Program Contract Services 1320 1320 Advertising & Promotion 1165 1165 Bank & Credit Card Fees 2876 48 48 2733 Consultants & Subcontractors 330334 2999 2999 321338 Dues & Subscriptions 14482 147 147 14041 Equipment Costs 26581 210 210 25950 Insurance 11800 196 196 11213 Miscellaneous 707 66 66 509 Postage 4651 47 47 4510 Professional Development 19776 328 328 18792 Supplies 28862 48 48 28717 Telephone & Internet 27901 38 38 27788 ADD: Accrual to Cash Change: 14204 Miscellaneous Program Service Revenue 1458 1458 Unrealized Gain on Investments 1706705 Rounding 1 Inv. Manager #1 Investment Management Services 53336 53336 53336 Inv. Manager #2 Investment Management Services 7950 7950 7950 Payroll Taxes 84539 1155 1155 81072 Federal Excise Taxes 30700