2025-02-14T07:48:16-06:00 2024-03-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2023-04-01 136142024 THE WINDHAM FOUNDATION INC WIND 8028432220 PO BOX 70 GRAFTON VT 05146 DAN LERNER EXECUTIVE DIRECTOR 8028432220 2025-02-13 1 0 JAMES M HARNISH P01215311 8026581808 2025-02-13 2023 2025-03-06 01:10:19Z X 20461243 X 506425 54563 54563 54563 264796 264796 264796 290905 290905 290905 290905 75159 831393 75159 0 1008563 0 1008563 2200411 685423 1618827 223138 0 223138 98716 580328 0 580328 256737 294248 0 294248 130175 12924 0 12924 0 24600 0 24600 0 146353 54600 91753 0 174491 0 174491 0 272702 0 272702 120643 181637 0 181637 438815 0 438815 194132 2505 0 2505 2505 79444 0 79444 53164 2431185 54600 2376585 856072 408670 408670 2839855 54600 2376585 1264742 -639444 630823 0 122066 126144 126144 42962 76823 76823 11287 617336 11287 11287 7410 12342 12342 54689 46248 46248 10429925 12074282 12074282 3781882 4624988 4624988 14064040 10574911 3558262 3489129 3489129 18614532 20461243 20461243 17827 49690 1758034 3918498 344619 213763 2120480 4181951 X 16415159 16216044 78893 63248 16494052 16279292 18614532 20461243 16494052 -639444 1584009 17438617 1159325 16279292 PUBLICLY TRADED SECURITIES 2023-09-27 831393 756234 75159 75159 75159 0 X 1986-08-18 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 WWW.WINDHAM-FOUNDATION.ORG DAN LERNER 8028432220 225 TOWNSHEND RD PO BOX 70 GRAFTON VT 05146 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM BRUETT PO BOX 70 GRAFTON VT 05146 TRUSTEE 8.00 0 0 0 ROBERT DONALD PO BOX 70 GRAFTON VT 05146 PRESIDENT/CFO 40.00 200000 0 23138 ELLEN MCCULLOCH-LOVELL PO BOX 70 GRAFTON VT 05146 VICE CHAIR 2.00 0 0 0 SUZANNE WELCH PO BOX 70 GRAFTON VT 05146 TREASURER 4.00 0 0 0 JEFFREY SMITH PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 0 0 0 ROBIN STERN PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 0 0 0 ROBERT REESE PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 0 0 0 DENNIS D'AMICO PO BOX 70 GRAFTON VT 05146 TRUSTEE 2.00 0 0 0 ALAN YUSPEH PO BOX 70 GRAFTON VT 05416 TRUSTEE 2.00 0 0 0 LISA VENTRISS PO BOX 70 GRAFTON VT 05416 CHAIR 2.00 0 0 0 TIM BRIGLIN PO BOX 70 GRAFTON VT 05416 TRUSTEE 2.00 0 0 0 PETER KUNIN PO BOX 70 GRAFTON VT 05416 TRUSTEE 2.00 0 0 0 KAREN MURRAY PO BOX 70 GRAFTON VT 05416 HR MANAGER 40.00 88500 0 10003 BECKY REILLY PO BOX 70 GRAFTON VT 05146 OFFICE MANAGER 40.00 66000 0 18627 RUSSELL HODGKINS PO BOX 70 GRAFTON VT 05146 MAINTENANCE DIRECTOR 40.00 69231 0 10811 0 NONE 0 PRESERVATION, RESTORATION AND MANAGEMENT OF HISTORICALLY AND CULTURALLY SIGNIFICANT PROPERTY IN GRAFTON AND OTHER VERMONT LOCATIONS, INCLUDING THE GRAFTON VILLAGE CHEESE COMPANY, THE GRAFTON INN. 1264742 0 11311996 115366 0 11427362 0 0 11427362 171410 11255952 562798 X 1264742 0 1264742 1972-01-24 X 0 0 0 111904 111904 0 0 0 95118 95118 1264742 1253441 1090046 1156114 4764343 0 0 0 0 0 1264742 1253441 1090046 1156114 4764343 0 0 375199 363519 378007 326641 1443366 0 0 0 0 THE WINDHAM FOUNDATION - ATTN MR BI PO BOX 70 GRAFTON VT 05146 8028432220 THE FOUNDATION HAS AN APPLICATION FORM AND GUIDELINES AVAILABLE ON ITS WEBSITE. GRANTS ARE AWARDED IN QUARTERLY CYCLES - THE DEADLINES FOR EACH QUARTER ARE LISTED ON THE WEBSITE. INFORMATION REQUIRED INCLUDES A DESCRIPTION AND BUDGET OF THE PROJECT, OTHER FUNDING SOURCES, AND THE LATEST AVAILABLE FINANCIAL STATEMENTS FOR THE APPLICANT. QUARTERLY ON WEBSITE THE WINDHAM FOUNDATION LIMITS ITS GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT ORGANIZATIONS PER THE INTERNAL REVENUE SERVICE. THROUGH ITS GRANT MAKING, THE WINDHAM FOUNDATION SEEKS TO SUPPORT ORGANIZATIONS CONCERNED WITH THE NEEDS AND QUALITY OF LIFE OF VERMONTERS. THOSE ORGANIZATIONS INCLUDE, BUT ARE NOT LIMITED TO, THOSE DEALING WITH: AGRICULTURAL PRESERVATION AND FOOD SYSTEMS; DISADVANTAGED YOUTH; ENVIRONMENTAL ENHANCEMENT; EDUCATION IN THE BROADER SENSE; PROMOTION OF THE ARTS, CRAFTS AND VERMONT TRADITIONS; MEETING BASIC HUMAN NEEDS; HISTORIC PRESERVATION WHERE IT SERVES A BROADER COMMUNITY PURPOSE; NATURAL LANDSCAPE PRESERVATION AND RECREATION. ADIRONDACK COUNCIL PO BOX D-2 ELIZABETHTOWN NY 12932 N/A PC LAND CONSERVATION PROGRAMS 250 AGE WELL 875 ROOSEVELT HWY 210 COLCHESTER VT 05446 N/A PC HOME-DELIVERED MEALS FOR AGED 2500 ALPORT SYNDROME FOUNDATION PO BOX 4130 SCOTTSDALE AZ 85261 N/A PC SUPPORT FOR RESEARCH 650 AMERICAN CHEESE SOCIETY PO BOX 3406 ENGLEWOOD CO 80155 N/A PC EDUCATION REGARDING CHEESE PRODUCTS 2000 AMERICAN MODERN OPERA COMPANY PO BOX 3192 NEW YORK NY 10163 N/A PC SUPPORT FOR ARTIST RESIDENCY AT CERTAIN BIRD IN STAMFORD, VT 1500 AMERICAN TINNITUS ASSOCIATION 8300 BOONE BLVD SUITE 500 VIENNA VA 22182 N/A PC SUPPORT FOR RESEARCH 200 ASHUELOT CONCERTS 25 ROXBURY ST STE 202 KEENE NH 03431 N/A PC SUPPORT OF MUSIC SERIES 1000 BIG BROTHERS BIG SISTERS OF VT 24 FLAT ST SUITE 202 BRATTLEBORO VT 05301 N/A PC GENERAL OPERATING EXPENSES 8000 BOYS & GIRLS CLUB OF BRATTLEBORO 17 FLAT ST BRATTLEBORO VT 05301 N/A PC CAPITAL IMPROVEMENTS REQUIRED TO CONTINUE PROGRAMS 4250 BRATTLEBORO AREA FARMERS MARKET 570 WESTERN AVE WEST BRATTLEBORO VT 05301 N/A PC BOOST YOUR BREAD COUPONS FOR SNAP RECIPIENTS 2500 BRATTLEBORO LITERARY FESTIVAL PO BOX 1116 BRATTLEBORO VT 05302 N/A PC SUPPORT FOR COSTS ASSOCIATED WITH LITERARY FESTIVAL 3000 BRATTLEBORO MUSEUM & ART 10 VERNON STREET BRATTLEBORO VT 05301 N/A PC ART MUSEUM -GENERAL OPERATING SUPPORT 1000 BRATTLEBORO MUTUAL AID ASSOCIATION 80 MAPLE STREET BRATTLEBORO VT 05301 N/A PC SUPPORT OF RESIDENTIAL CARE & NURSING FACILITY 5000 BRATTLEBORO ROTARY CLUB 32 LINDEN ST BRATTLEBORO VT 05301 N/A PC ADDITIONAL PERFORMANCE SPACE 300 CAMP THORPE 680 CAPEN HILL RD GOSHEN VT 05733 N/A PC SUMMER PROGRAMMING 2023 5000 CANTERBURY SCHOOL 8141 COLLEGE PARKWAY FORT MYERS FL 33919 N/A PC SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID 3000 CATAMOUNT FILM AND ARTS 115 EASTERN AVE ST JOHNSBURY VT 05819 N/A PC SUPPORT FOR FREE PERFORMANCE TICKETS FOR STUDENTS 5000 CENTRAL VERMONT ADULT BASIC EDUCATION 46 WASHINGTON STREET SUITE 100 BARRE VT 05641 N/A PC FREE EDUCATIONAL PROGRAMMING AND SUPPORT OF OUTREACH 4000 CHAFFEE ART CENTER 16 S MAIN ST RUTLAND VT 05701 N/A PC RENOVATION OF HISTORIC BUILDING CHIMNEYS 3000 CHAMPLAIN COLLEGE 163 S WILLARD ST BURLINGTON VT 05401 N/A PC SUPPORT FOR EDUCATION 4000 CHAMPLAIN ISLANDS FOOD SHELF 185 US-2 GRAND ISLE VT 05458 N/A PC SUPPORT FOR FOOD PROGRAMS 1000 CHARLOTTE FIRE AND RESCUE PO BOX 85 CHARLOTTE VT 05445 N/A PC LOCAL FIRE AND RESCUE SERVICES - GENERAL OPERATING SUPPORT 400 CHARLOTTE FOOD BANK 421 CHURCH HILL ROAD CHARLOTTE VT 05445 N/A PC LOCAL FOOD BANK 700 CHARLOTTE LAND TRUST PO BOX 43 CHARLOTTE VT 05445 N/A PC LAND CONSERVATION PROGRAMS 600 CHRIST CHURCH GUILFORD SOCIETY MELENDY HILL RD GUILFORD VT 05301 N/A PC TOWER, CEILING AND OTHER STRUCTURAL REPAIRS 2500 COLUMBIA BUSINESS SCHOOL 665 W 130TH ST NEW YORK NY 10027 N/A PC GENERAL OPERATING SUPPORT, FINANCIAL AID 100 COMMITTEE ON TEMPORARY SHELTER INC PO BOX 1616 BURLINGTON VT 05402 N/A PC HOMELESS PROGRAMS 350 COMMON ROOTS INC PO BOX 9335 SOUTH BURLINGTON VT 05407 N/A PC SUPPORT FOR FOOD PROGRAMS 4000 DAISY TURNER CENTER 31 TOWNSHEND RD GRAFTON VT 05146 N/A PC SUPPORT FOR LOCAL HISTORICAL SOCIETY 1000 DING DARLING WILDLIFE SOCIETY 1 WILDLIFE DR SANIBEL FL 33957 N/A PC LAND CONSERVATION PROGRAMS 200 DISMAS OF VERMONT 103 EAST ALLEN STREET WINOOSKI VT 05404 N/A PC TRANSITIONAL HOUSING FOR FORMERLY INCARCERATED 4000 EPSILON SPIRES INC 190 MAIN ST BRATTLEBORO VT 05301 N/A PC PERFORMANCE UNDERWRITING 2000 FAIRBANKS MUSEUM & PLANETARIUM 1302 MAIN ST ST JOHNSBURY VT 05819 N/A PC MATSINGER FOREST PROJECT - TRAILS AND RESTORATION 5000 FOOD CONNECTS 22 BROWNE CT UNIT 110 BRATTLEBORO VT 05301 N/A PC EXPANSION OF REFRIDGERATION SPACE 10000 FOODSHARE 450 WOODLAND AVENUE BLOOMFILELD CT 06002 N/A PC SUPPORT FOR FOOD PROGRAMS 3000 FRIENDS OF CHARLOTTE LIBRARY INC PO BOX 344 CHARLOTTE VT 05445 N/A PC GENERAL SUPPORT 100 FRIENDS OF THE CHARLOTTE NEWS INC PO BOX 211 CHARLOTTE VT 05445 N/A PC GENERAL SUPPORT 100 FRIENDS OF THE MORRILL HOMESTEAD 214 JUSTIN MORRILL MEMORIAL HWY STRAFFORD VT 05072 N/A PC GENERAL OPERATING SUPPORT 3000 FRIENDS OF VETERANS 28 FARMVU DRIVE SUITE 3 WHITE RIVER JUNCTION VT 05059 N/A PC FINANCIAL ASSISTANCE TO VETERANS FACING EVICTION AND OTHER FINANCIAL CHALLENGES 3000 FRIENDS OF WEST RIVER TRAIL 138 ELLIOT ST SUITE 3 BRATTLEBORO VT 05301 N/A PC LOCAL CONSERVATION ORGANIZATION FOCUSING ON WEST RIVER SHORELINE 250 FRIENDS OF WRITERS PO BOX 677 MONTPELIER VT 05602 N/A PC SUPPORT FOR LITERACY PROGRAMS 1000 GOVERNOR'S INSTITUTES OF VT 25 HUBBARD STREET MONTPELIER VT 05602 N/A PC ANNUAL HIGH SCHOOLER LEADERSHIP AND DEVELOPMENT PROGRAM 4500 GRACE COTTAGE FOUNDATION 185 GRAFTON ROAD TOWNSHEND VT 05353 N/A PC GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL 2500 GRACE COTTAGE HOSPITAL 185 GRAFTON RD TOWNSHEND VT 05353 N/A PC GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL 11000 GRAFTON COMMUNITY CHURCH 55 MAIN ST GRAFTON VT 05146 N/A PC GENERAL SUPPORT 2000 GRAFTON COMMUNITY PARTY PO BOX 93 GRAFTON VT 05146 N/A PC ANNUAL COMMUNITY GATHEREING 500 GRAFTON ELEMENTARY SCHOOL 58 SCHOOL ST GRAFTON VT 05146 N/A GOV LOCAL ELEMENTARY SCHOOL 1000 GRAFTON FIREMEN'S ASSOC INC PO BOX 191 GRAFTON VT 05146 N/A PC LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT 1000 GRAFTON HISTORICAL SOCIETY PO BOX 202 GRAFTON VT 05146 N/A PC LOCAL HISTORICAL MUSEUM -GENERAL OPERATING SUPPORT 500 GRAFTON IMPROVEMENT ASSOCIATION 117 MAIN ST GRAFTON VT 05146 N/A PC LOCAL LAND CONSERVATION ORG - GENERAL SUPPORT 100 GRAFTON PUBLIC LIBRARY PO BOX 129 GRAFTON VT 05146 N/A PC LOCAL LIBRARY -GENERAL OPERATING SUPPORT 2000 GRAFTON RESCUE SQUAD PO BOX 54 GRAFTON VT 05146 N/A PC LOCAL RESCUE SERVICES -GENERAL OPERATING SUPPORT 3500 GREATER BURLINGTON YMCA 298 COLLEGE ST BURLINGTON VT 05401 N/A PC SUPPORT OF YOUTH PROGRAMS 500 GREEN MOUNTAIN CAMP INC 565 GREEN MOUNTAIN CAMP ROAD DUMMERSTON VT 05301 N/A PC GENERAL OPERATING SUPPORT FOR GIRLS SUMMER CAMP 1000 GREEN MOUNTAIN YOUTH SYMPHONY PO BOX 384 MONTPELIER VT 05601 N/A PC GENERAL OPERATING EXPENSES 1000 GROUNDWORKS COLLABERATIVE PO BOX 370 BRATTLEBORO VT 05301 N/A PC FOOD AND HOMELESSNESS SERVICES 500 HARRIS HILL SKI JUMP INC PO BOX 8284 BRATTLEBORO VT 05304 N/A PC GENERAL OPERATING SUPPORT - ANNUAL SKI-JUMP EVENT 1000 HATCHSPACE 22 HIGH STREET BRATTLEBORO VT 05301 N/A PC EQUIPMENT FOR MAKER SPACE EXPANSION 500 HISTORICAL SOCIETY OF WINDHAM COUNTY 574 VT-30 NEWFANE VT 05345 N/A PC RESTORATION OF THE COUNTY JAIL BUILDING 10000 HOPE 282 BOARDMAN STREET MIDDLEBURY VT 05753 N/A PC FOOD SHELF TEMPERATURE CONTROL SYSTEM 3000 JENNA'S PROMISE PO BOX 575 JOHNSON VT 05656 N/A PC SUPPORT OF SUBSTANCE ABUSE AND RECOVERY CENTER 5000 JOHN GRAHAM HOUSING & SERVICES 69 N MAIN ST VERGENNES VT 05491 N/A PC EMERGENCY SHELTER 4000 LAKE CHAMPLAIN COMMITTEE 208 FLYNN AVENUE 3F BURLINGTON VT 05401 N/A PC CONSERVATION AND CLEAN-UP PROGRAMS 500 LAKE CHAMPLAIN COMMUNITY SAILING CENTER 505 LAKE ST BURLINGTON VT 05401 N/A PC DIVERSITY ACCESS INITIATIVE 5000 LATCHIS ARTS 50 MAIN STREET BRATTLEBORO VT 05301 N/A PC LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT 500 LELAND & GRAY 2042 VT-30 TOWNSHEND VT 05353 N/A GOV FIELD STUDY COURSE INVOLVING TRAVEL RE CLIMATE DISASTERS 2000 MAD RIVER VALLEY RECREATION DISTRICT 236 AIRPORT RD WAITSFIELD VT 05673 N/A PC SUPPORT FOR MAD RIVER VALLEY CONSERVATION AND RECREATION VISIONING PROJECT 5000 MARLBORO MUSIC SCHOOL AND FESTIVAL 1528 WALNUT STREET NO 301 PHILADELPHIA PA 19102 N/A PC GENERAL OPERATING SUPPORT 2500 MCINDOES ACADEMY COMMUNITY CENTER 37 ACADEMY LN MCINDOE FALLS VT 05050 N/A PC CHURCH BUILDING RENNOVATION PROJECT 5000 MERCY CONNECTIONS 255 S CHAMPLAIN ST BURLINGTON VT 05401 N/A PC SUPPORT OF LOCAL LEARNING & LIVING CENTER 500 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 N/A PC GENERAL OPERATING SUPPORT, FINANCIAL AID 1000 MONTCLAIR KIMBERLY ACADEMY FDN 201 VALLEY ROAD MONTCLAIR NJ 07042 N/A PC SCHOOL -GENERAL OPERATING SUPPORT, FINANCIAL AID 100 MONTGOMERY CENTER FOR THE ARTS 2 JAY MOUNTAIN RD MONTGOMERY CENTER VT 05471 N/A PC EXTERIOR RESTORATION OF WINDOWS AND SIDING 4000 MUSIC WILL PO BOX 43369 MONTCLAIR NJ 07043 N/A PC MODERN BAND VERMONT EXPANSION 2500 NATURE MUSEUM AT GRAFTON 186 TOWNSHEND ROAD GRAFTON VT 05146 N/A PC LOCAL NATURE MUSEUM - GENERAL SUPPORT FOR PROGRAMMING 1000 NEXT STAGE ARTS PROJECT 15 KIMBALL HILL PUTNEY VT 05346 N/A PC LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES 6500 NOFA-VT 14 PLEASANT ST RICHMOND VT 05477 N/A PC PROGRAM SUPPORT FOR FARM SHARE PROGRAM 4000 NORTH COUNTRY SUPERVISORY UNION 121 DUCHESS AVE NEWPORT VT 05855 N/A PC TRANSPORTATION FOR SUMMER PROGRAMS 3500 NORTHWEST REGIONAL PLANNING COMMISSION 75 FAIRFIELD ST ST ALBANS VT 05478 N/A GOV PROGRAM SUPPORT FOR THE NORTHWEST HEALTHY ROOTS COLLABORATIVE 3000 PARKS PLACE COMMUNITY CENTER 44 SCHOOL ST BELLOWS FALLS VT 05101 N/A PC SUPPORT FOR PROGRAMMING 3000 PRESERVATION CONNECTICUT 940 WHITNEY AVE HAMDEN CT 06517 N/A PC SUPPORT FOR CT HERITAGE AND LANDSCAPES 2000 PRESERVATION TRUST OF VERMONT 90 MAIN STREET SUITE 304 MONTPELIER VT 05602 N/A PC SUPPORT FOR WINDHAM COUNTY PROJECTS 10000 RARITAN HEADWATERS ASSOCIATION PO BOX 273 GLADSTONE NJ 07934 N/A PC WATER CONSERVATION 250 RURAL ARTS COLLABORATIVE 139 W CRAWFORD AVE CONNELLSVILLE PA 15425 N/A PC TEEN MENTORSHIP PROGRAM 5000 RURAL VERMONT 46 E STATE ST MONTPELIER VT 05602 N/A PC SUPPORT FOR ON-FARM PROCESSING WORKSHOP SERIES 3000 SAGE MOUNTAIN BOTANICAL SANCTUARY PO BOX 420 EAST BARRE VT 05649 N/A PC SUPPORT FOR YOUTH IN NATURE AFTER SCHOOL PROGRAM 5000 SALVATION FARMS 49 PORTLAND ST MORRISTOWN VT 05661 N/A PC SUPPORT FOR GLEENING PROGRAM 5000 SANDGLASS THEATER 17 KIMBALL HILL PUTNEY VT 05346 N/A PC SUPPORT FOR PUPPETS IN PARADISE PROGRAM 4000 SANIBEL-CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 N/A PC GNERAL SUPPORT FOR CONSERVATION ORGANIZATION 250 SCHOOL FOR INTERNATIONAL TRAINING 1 KIPLING RD BRATTLEBORO VT 05301 N/A PC SUPPORT FOR ACADEMICS AND EXPERIENTIAL LEARNING 9000 SCRAG MOUNTAIN MUSIC 4996 HOLLISTER HILL RD MARSHFIELD VT 05658 N/A PC ARTIST FEES FOR WORLD PREMIER PERFORMANCES 2500 SHELBURNE FARMS 1611 HARBOR ROAD SHELBURNE VT 05482 N/A PC EDUCATION NONPROFIT 6000 SHELBURNE MUSEUM INC 6000 SHELBURNE ROAD SHELBURNE VT 05482 N/A PC GENERAL OPERATING SUPPORT 5500 SOUTH HERO LAND TRUST 106 COMMUNITY ROAD SOUTH HERO VT 05486 N/A PC LAND CONSERVATION PROGRAMS 9000 SPECIAL NEEDS SUPPORT CENTER 129 S MAIN ST SUITE 103 WHITE RIVER JUNCTION VT 05001 N/A PC ENABLE THE UPPER VALLEY PROGRAM SUPPORT 4000 ST JOHNSBURY HISTORY & HERITAGE CENTER 421 SUMMER ST ST JOHNSBURY VT 05819 N/A PC SUPPORT FOR SHEEP IN VERMONT EXHIBIT 4000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 N/A PC GENERAL OPERATING SUPPORT, FINANCIAL AID 6500 STERN CENTER FOR LANGUAGE & LEARNING 183 TALCOTT RD SUITE 101 WILLISTON VT 05495 N/A PC PROGRAM SUPPORT 5000 STONE TRUST 707 KIPLING RD DUMMERSTON VT 05301 N/A PC SELF GUIDED STONE WALL TOURS 250 THE WILD CENTER 45 MUSEUM DR TUPPER LAKE NY 12986 N/A PC SUPPORT FOR MUSEUM 250 THEATRE ADVENTURE INC 29 SOUTH STREET BRATTLEBORO VT 05303 N/A PC PROGRAM SUPPORT 3000 TWO DAUGHTERS PRODUCTIONS 887 ORCHARD ST BRATTLEBORO VT 05301 N/A PC PROGRAM SUPPORT FOR AFGHAN WOMEN OF BRATTELBORO PROJECT 5000 UNITED WAY OF NORTHWEST VERMONT 412 FARRELL ST 200 SOUTH BURLINGTON VT 05403 N/A PC SUPPORT FOR GRANT WORKSHOP SERIES 3000 UNIVERSITY OF VERMONT 85 S PROSPECT ST BURLINGTON VT 05405 N/A PC SUPPORT FOR EDUCATION 4000 UP FOR LEARNING 155 ELM ST MONTPELIER VT 05602 N/A PC HEALING PROGRAMS FOR LOCAL SCHOOL COMMUNITY 5000 UPPER VALLEY TRAILS ALLIANCE 326 MAIN ST NORWICH VT 05055 N/A PC SUPPORT FOR UPPER VALLEY HIGH SCHOOL TRAILS CPRPS 2500 VALLEY CARES PO BOX 341 TOWNSHEND VT 05353 N/A PC NON-PROGIT SENIOR HOUSING 500 VERMONT ADAPTIVE SKI & SPORTS PO BOX 139 KILLINGTON VT 05751 N/A PC FINANCIAL ASSISTANCE FO LOW-INCOME PARTICIPANTS, VOL. TRAINING 2000 VERMONT CIVIL WAR HEMLOCKS INC 168 RALPH RD BROOKFIELD VT 05036 N/A PC SUPPORT FOR HISTORIC ARTIFACTS COLLECTION 4000 VERMONT COUNCIL ON RURAL DEVELOPMENT PO BOX 1384 MONTPELIER VT 05601 N/A PC LOCAL COMMUNITY PLANNING PROGRAMS 2000 VERMONT ENERGY EDUCATION PROGRAM 79 RIVER ST MONTPELIER VT 05602 N/A PC SUPPORT FOR SCHOOL PROGRAMS 5000 VERMONT FOODBANK 33 PARKER ROAD BARRE VT 05641 N/A PC SUPPORT FOR FOOD PROGRAMS 10800 VERMONT HISTORICAL SOCIETY 60 WASHINGTON ST BARRE VT 05641 N/A PC CENTRALIZED DIGITAL PLATFDORM FOR ACCESS TO NON-GOV. COLLECTIONS 5000 VERMONT HUMANITIES COUNCIL 11 LOOMIS ST MONTPELIER VT 05602 N/A PC SUPPORT FOR VERMONT READS PROGRAM 5000 VERMONT HUTS ASSOCIATION 51 MAIN ST STOWE VT 05672 N/A PC ADA ACCESSIBLE HUT FOR OUTDOOR ACCESS FOR THE GENERAL PUBLIC 2500 VERMONT JAZZ CENTER 72 COTTON MILL STUDIO 222 BRATTLEBORO VT 05301 N/A PC LOCAL ARTS ORGANIZATION - GENERAL OPERATING SUPPORT 250 VERMONT LAND TRUST 8 BAILEY AVENUE MONTPELIER VT 05602 N/A PC LAND CONSERVATION PROGRAMS 300 VERMONT MARBLE MUSEUM 52 MAIN STREET PROCTOR VT 05765 N/A PC EXHIBITION STAFF POSITION 2500 VERMONT MUSEUM OF NATURAL HISTORY 7599 VT-9 MARLBORO VT 05363 N/A PC SUPPORT FOR SUMMER CAMP PROGRAM 2000 VERMONT PARKS FOREVER INC PO BOX 815 MONTPELIER VT 05601 N/A PC GENERAL OPERATING SUPPORT 1500 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 N/A PC GENERAL OPERATING SUPPORT 1500 VERMONT RELEAF COLLECTIVE 3 PITKIN CT 301E MONTPELIER VT 05602 N/A PC GENERAL OPERATING SUPPORT 2500 VERMONT RURAL EDUCATION COLLABORATIVE 825 MEAD HILL RD HOLLAND VT 05830 N/A PC SERVICE LEARNING SUPPORT 5000 VERMONT STUDIO CENTER 80 PEARL ST JOHNSON VT 05656 N/A PC SUPPORT FOR ARTIST RESIDENCY WEEK 2500 VERMONT SYMPHONY ORCHESTRA 2 CHURCH STREET BURLINGTON VT 05401 N/A PC PERFORMANCE UNDERWRITING 5500 VERMONT YOUTH ORCHESTRA ASSOCIATION 223 ETHAN ALLEN AVE COLCHESTER VT 05446 N/A PC SUPPORT FOR AFTER SCHOOL MUSIC PROGRAM 3000 VITAL COMMUNITIES 195 N MAIN ST WHITE RIVER JUNCTION VT 05001 N/A PC RESTORATION OF HISTORIC BARN 3000 WELLS COLLEGE 170 MAIN STREET AURORA NY 13026 N/A PC GENERAL SUPPORT 100 WINDHAM COUNTY SHERIFFS OFFICE 185 OLD FERRY RD BRATTLEBORO VT 05301 N/A GOV SUPPORT FOR 911 RESPONSE CENTER 5000 WINDHAM HILL PINNACLE ASSOCIATION PO BOX 584 SAXTONS RIVER VT 05154 N/A PC SUPPORT FOR TRAIL EXPANSION 500 WINDSOR COUNTY MENTORS 54 MAIN ST 101 WINDSOR VT 05089 N/A PC SUPPORT FOR SCHOOL MENTORING PROGRAM 1500 WINSTON PROUTY CENTER FOR CHILD DEVELOPMENT INC 20 WINSTON PROUTY WAY BRATTLEBORO VT 05301 N/A PC MOBILE LENDING LIBRARY AND LITERARY ENRICHMENT ACTIVITIES 4200 YELLOW BARN PO BOX 507 PUTNEY VT 05346 N/A PC SUPPORT FOR FREE SUMMER CONCERT SERIES 1000 YERSTERMORROW DESIGN SCHOOL 7865 MAIN ST WAITSFIELD VT 05673 N/A PC SUPPORT FOR BIPOC SCHOLARSHIP FUND 5000 VARIOUS PO BOX 70 GRAFTON VT 05416 N/A PC GENERAL SUPPORT 11870 LAKE DUNMORE FERN LAKE ASSOCIATION PO BOX 14 SALISBURY VT 05769 N/A PC LOCAL CONSERVATION ORGANIZATION 1000 408670 0 14 54563 14 264796 16 290905 75159 MISCELLANEOUS INCOME 48592 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 959971 0 610264 1083722 1693986 11 FUEL SALES AND MISCELLANEOUS INCOME ARE PART OF THE ORGANIZATIONS OPERATIONS. THE SUBSIDIARY REIMBURSMENT OF EXPENSES ARE FROM RELATED OPERATING ENTITIES MANAGED AND PAID BY THE WINDHAM FOUNADATION. 0 0 0 0 0 0 0 0 0 0 X X 1 THE VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 365000 X 2 ALAN YUSPEH PO BOX 70 GRAFTON VT 05416 115000 X 3 PETER KUNIN PO BOX 70 GRAFTON VT 05416 15000 X ACCOUNTING FEES 24600 0 24600 0 VERMONT ATTORNEY GENERAL DOES NOT REQUIRE COPIES OF THE 990-PF. LIST OF CONTROLLED ENTITIES AND TRANSFERS FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITYTOWNSEND VERMONT HOLDINGS, INC. (EIN 27-0034707)P.O. BOX 70GRAFTON, VT 05146THIS ENTITY IS NOT AND EXCESS BUSINESS HOLDING COMPANY.DESCRIPTION OF TRANSFERRENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSES REIMBURSEMENTS PAID TO THE WINDHAM FOUNDATION IN THE AMOUNT OF $1,114,171.INTEREST INCOME IN THE AMOUNT OF $53,969. 45,915.4887 SH - VANGUARD TOTAL BOND MARKET INDEX FUND 3334842 3334842 6,495.4787 SH - ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1067532 1067532 67,241.3905 SH - SCHWAB U.S. BROAD MARKET ETF 4105084 4105084 11,605.0328 SH - SCHWAB U.S. TIPS ETF 605319 605319 2,129.9527 SH - ISHARES FLOATING RATE BOND ETF 108755 108755 19,662.9531 SH - ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1334328 1334328 6,785.0768 SH - SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 241617 241617 15,212.2280 SH - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 1025152 1025152 6,345.2641 SH - ISHARES MSCI INTL QUALITY FACTOR ETF 251653 251653 INVESTMENT IN AND ADVANCES TO SUBSIDIARY AT COST 4624988 4624988 LEGAL FEES 12924 0 12924 0 EQUITY IN EARNINGS/LOSS SUBS 1159325 OFFICE EXPENSE 46344 0 46344 20503 BLACKSMITH PROJECT 787 0 787 348 NURSERY EXPENSE 14678 0 14678 14678 LICENSES, FILINGS 3178 0 3178 3178 MARKETING AND EVENTS 5128 0 623 5128 DAISY TURNER PROJECT 623 0 5128 623 TELEPHONE AND INTERNET 8706 0 8706 8706 MISCELLANEOUS INCOME 48592 48592 SUBSIDIARY REIMBURSEMENT/MANAGEMENT FEES 959971 959971 UNREALIZED GAIN ON INVESTMENTS 1392269 CURRENT YEAR CHANGE IN PENSION OBLIGATION 191740 OTHER ACCRUED EXPENSES 344619 213763 CONSULTING & INVESTMENT MANAGEMENT FEES 146353 54600 91753 0 ALAN YUSPEH PO BOX 70 GRAFTON VT 05146 PETER KUNIN PO BOX 70 GRAFTON VT 05146 PAYROLL TAXES 56709 0 56709 25088 REAL ESTATE TAXES 215993 0 215993 95555 TOWNSEND VERMONT HOLDINGS INC PO BOX 70 GRAFTON VT 05146 270034707 RENT, MANAGEMENT FEES, MAINTENANCE & DIRECT EXPENSE REIMBURSMENTS PAID TO THE WINDHAM FOUNDATION 0 1168140