2016-08-10T15:15:08-05:00 2015-12-31 030225774 GALLAGHER FLYNN & COMPANY LLP 45 LYME RD SUITE 205 HANOVER NH 03755 990PF 2015-01-01 030346513 THE ORTON FAMILY FOUNDATION INC ORTO 8024950864 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DAVID LECKEY EXECUTIVE DIRECTOR 8024950864 2016-08-10 1 INGRID H PELS CPA P01271982 6036430043 2015 2016-12-15 16:53:06Z X 15476385 X 4140593 266572 266572 266572 1085133 6631883 1085133 0 46547 0 46547 5538845 1351705 313119 241904 0 202904 39000 677577 21236 118586 537755 288487 7986 0 280501 606 0 606 0 11000 5500 5500 0 81464 81464 0 0 15653 707 0 0 22163 0 0 66471 0 0 66471 32579 0 0 32579 11444 0 0 11444 748407 0 0 748407 2197755 116893 327596 1716157 0 0 2197755 116893 327596 1716157 3341090 1234812 0 80704 111511 111511 3772 3772 3772 280 0 168 280 280 29784 45824 45824 11488850 13857365 13857365 1607765 1392726 1392726 174268 110391 46855 63877 63877 1030 1030 1030 13255156 15476385 15476385 145059 171848 145059 171848 X 13110097 15304537 13110097 15304537 13255156 15476385 13110097 3341090 0 16451187 1146650 15304537 SALES OF SECURITIES P 2015-12-31 6631883 5546750 1085133 1085133 1085133 0 0 1910842 11924116 0.160250 2389617 10311515 0.231743 2108115 7834749 0.269072 2157758 7258153 0.297287 2500565 8477404 0.294968 1.253320 0.250664 14055419 3523188 12348 3535536 1716157 24696 0 24696 0 24696 39342 39342 14646 14646 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 1 0 0 0 1 WWW.ORTON.ORG CAROL BERTRAND 8024950864 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYMAN ORTON 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 CHAIRMAN OF THE BOARD 4.00 0 0 0 SUSAN KIRKPATRICK 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 SECRETARY AND TREASURER 2.00 5000 0 0 THOMAS DANIELS 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 JARED DUVAL 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 JANICE IZZI 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 0 0 0 DR CAROLYN LUKENSMEYER 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 4000 0 0 ED MCMAHON 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 4000 0 0 SHERRY RISTAU 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 SCOT SPENCER 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 5000 0 0 ANTHONY WOOD 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR 2.00 6000 0 0 DAVID LECKEY 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 EXECUTIVE DIRECTOR 40.00 202904 18094 20546 JOHN BARSTOW 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF COMMUNIC 40.00 100095 42083 20341 ALECE MONTEZ-GRIEGO 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF PROGRAMS 40.00 90000 8132 20385 CAROL BERTRAND 120 GRAHAM WAY SUITE 126 SHELBURNE VT 05482 DIRECTOR OF FINANCE 40.00 84942 7678 17829 0 NONE 0 THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE COMMUNITY HEART & SOUL METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNER ORGANIZATIONS AND HEART & SOUL COACHES, AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THIS TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. 802175 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. AS PART OF THIS TASK, THE FOUNDATION SPREADS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. ONE OF THE WAYS THIS IS ACHIEVED IS THROUGH THE USE OF ITS WEBSITE AND SOCIAL MEDIA TO BROADCAST LESSONS AND SUCCESS STORIES. THE FOUNDATION IS ALSO WORKING TO SHAPE AND STRENGTHEN ITS VOICE, ENSURING THAT ALL MESSAGES ARE CONSISTENT, CLEAR, PERSUASIVE, AND VISUALLY POWERFUL FOR EFFECTIVE COMMUNICATION TO A WIDE, DIVERSE, EXTERNAL AUDIENCE. 582380 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. THE FOUNDATION DOES THIS THROUGH ONE-ON-ONE MEETINGS AND GROUP PRESENTATIONS. 329022 0 14173353 96108 0 14269461 0 0 14269461 214042 14055419 702771 X 1716157 0 1716157 0 1716157 1995-08-18 X 0 596206 178412 177279 951897 0 506775 151650 150687 809112 1716157 1910842 2389617 2119608 8136224 0 0 0 0 0 1716157 1910842 2389617 2119608 8136224 0 0 468514 397471 118941 118186 1103112 0 0 0 0 LYMAN ORTON X 0 0 14 266572 18 1085133 MISCELLANEOUS INCOME 46547 0 1351705 46547 1398252 11A MISCELLANEOUS PROGRAM - RELATED INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 LYMAN K ORTON PO BOX 775782 STEAMBOAT SPRINGS CO 80477 4140593 X X 1 6,820 SHS MYLAN - $414,31519,425 SHS METLIFE - $1,068,27817,500 SHS BLACKSTONE - $658,000 2140593 2015-08-07 ACCOUNTING FEES 11000 5500 5500 0 CORPORATE STOCK 13857365 13857365 CASH & MONEY FUNDS AT COST 1392726 1392726 LEGAL 606 0 606 0 TRADEMARK 1030 1030 1030 UNREALIZED LOSS ON INVESTMENTS 366794 CONTRIBUTED SECURITIES BASIS DIFFERENCE 779856 ADVERTISING AND PROMOTION 10230 0 0 10230 BANK, PAYROLL AND CREDIT CARD FEES 2393 0 0 2393 CONSULTANTS AND SUBCONTRACTORS 422762 0 0 422762 DUES & SUBSCRIPTIONS 12383 0 0 12383 EQUIPMENT COSTS 19556 0 0 19556 INSURANCE 1157 0 0 1157 POSTAGE 5572 0 0 5572 SUPPLIES 12984 0 0 12984 TELEPHONE AND INTERNET 25119 0 0 25119 TRUSTEE EXPENSES 43817 0 0 43817 TRAVEL 192434 0 0 192434 MISCELLANEOUS INCOME 46547 46547 MANAGEMENT FEES 81464 81464 0 0 EXCISE TAXES 14946 0 0 0 FOREIGN TAXES 707 707 0 0