The Orton Family Foundation
- Assets
- $21.7m
- Revenue
- $3.2m
- Investments
- $21.3m
- Employees
- 0
- Location
- Shelburne, VT
- Founding
- 08/1995
- Data as of
- 12/2023
- EIN
- 03-0346513
Organization Overview
The Orton Family Foundation is located in Shelburne, VT. The organization was established in 1995. According to its NTEE Classification (A33) the organization is classified as: Printing & Publishing, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orton Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Orton Family Foundation generated $3.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (5.8%) each year. All expenses for the organization totaled $2.8m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Orton Family Foundation has awarded 24 individual grants totaling $270,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
TRAINING 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, "HEART & SOUL COACHES AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THE TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE COMMUNITY HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS.
MARKETING 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 COMMUNITY HEART & SOUL. AS PART OF THE TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE COMMUNITY 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.
MARKET DEVELOPMENT ACTIVITIES - THE FOUNDATION ENGAGES IN A VARIETY OF MARKET DEVELOPMENT ACTIVITIES TO PROMOTE AWARENESS AND ADOPTION OF THE COMMUNITY HEART & SOUL MODEL. MARKET DEVELOPMENT PROGRAMS INCLUDE PART-TIME CONTRACTING WITH INDEPENDENT HEART & SOUL COACHES TO ACTIVELY MARKET THE MODEL TO NEW COMMUNITIES IN THEIR GEOGRAPHIC AREAS BY EMAIL, PHONE, ONLINE WEBINARS, AND IN-PERSON PRESENTATIONS. THE FOUNDATION ALSO PROVIDES A LIMITED NUMBER OF MATCHING "SEED GRANTS" TO HELP NEW COMMUNITIES PAY FOR STARTUP EXPENSES ASSOCIATED WITH IMPLEMENTING THE HEART & SOUL MODEL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lyman Orton Chair | 4 | $0 | |
Christopher Byrne Secretary/treasurer | 2 | $0 | |
Tony Wood Director | 2 | $3,000 | |
Janice Izzi Vice-Chair | 2 | $0 | |
Jody Fried Director | 2 | $3,000 | |
Mark Sherman President | 40 | $235,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Alice Trowbridge | 12/30/23 | $75,000 |
Benjamin Speggen | 12/30/23 | $70,000 |
James Manning | 12/30/23 | $59,250 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,618,989 |
| Interest on Savings | $466,033 |
| Dividends & Interest | $152,018 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $188 |
| Total Revenue | $3,237,228 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $391,081 |
| Other employee salaries and wages | $692,396 |
| Pension plans, employee benefits | $118,277 |
| Interest | $0 |
| Taxes | $84,091 |
| Depreciation | $13,477 |
| Occupancy | $51,148 |
| Travel, conferences, and meetings | $220,015 |
| Printing and publications | $5,084 |
| Other expenses | $1,089,857 |
| Total operating and administrative expenses | $2,711,506 |
| Contributions, gifts, grants paid | $130,000 |
| Total expenses and disbursements | $2,841,506 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $265,387 |
| Savings and temporary cash investments | $50,006 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $24,296 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,440,789 |
| Net Land, buildings, and equipment | $17,113 |
| Other assets | $56,982 |
| Total assets | $21,667,313 |
| Accounts payable and accrued expenses | $129,710 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $55,952 |
| Total liabilities | $185,662 |
Grants Awarded
Over the last fiscal year, The Orton Family Foundation has awarded $130,000 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
BROOKS COUNTY DEVELOPMENT AUTHORITY PURPOSE: BROOKS COUNTY, GA HEART AND SOUL | $10,000 |
CITY OF DAWSON PURPOSE: CITY OF DAWSON, GA HEART AND SOUL | $10,000 |
COLONIAL BEACH COMMUNITY FOUNDATION PURPOSE: COLONIAL BEACH, VA HEART AND SOUL | $10,000 |
COMMUNITY FOUNDATION OF GREATER DUBUQUE PURPOSE: DUBUQUE, IA HEART AND SOUL | $10,000 |
GOOD WORK INSTITUTE INC PURPOSE: ROSENDALE, NY HEART AND SOUL | $10,000 |
MACEDONIA HAMILTON DEVELOPMENT PURPOSE: MACEDONIA, IA HEART AND SOUL | $10,000 |