The Orton Family Foundation in Shelburne, Vermont (VT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| The Orton Family Foundation | |
| Employer Identification Number (EIN) | 030346513 |
| Name of Organization | The Orton Family Foundation |
| In Care of Name | William Roper |
| Address | 120 Graham Way Ste 126, Shelburne, VT 05482-7217 |
| Activities | Publishing activities, Discussion groups, forums, panels lectures, etc., Study and research (non scientific) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $11,100,512 |
| Amount of Income | $13,011,706 |
| Form 990 Revenue Amount | $3,885,345 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Printing, Publishing |
Non-representatives - add comments:
Amount of income in 2013: $13,011,706 (it was $9,854,668 in 2012)
| The Orton Family Foundation: | $13,011,706 |
| Other organizations performing similar types of work: | $74,180 |
Assets in 2013: $11,100,512 (it was $9,306,413 in 2012)
| This organization: | $11,100,512 |
| Other organizations performing similar types of work: | $36,407 |
Expenses in 2012: $2,473,184
| The Orton Family Foundation: | $2,473,184 |
| Other organizations performing similar types of work: | $68,868 |
Income to expenses ratio in 2012: 5.3
| The Orton Family Foundation: | 5.3 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 87.9%
| This organization: | 87.9% |
| Other organizations performing similar types of work: | 68.1% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,012,068 | $1,252,499 | $219,438 | |
| Contributions, gifts, grants, etc., received | $2,648,117 | |||
| Interest on savings and temporary cash investments | $2,219 | |||
| Dividends and interest from securities | $213,226 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $18,862 | |||
| Other | $129,644 | |||
| Total expenses and disbursements | $2,473,184 | $103,204 | $42,159 | $2,119,608 |
| Compensation of officers, directors, trustees, etc. | $438,870 | |||
| Total operating and administrative expenses | $2,473,184 | $103,204 | $2,119,608 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $538,884 | |||
| Net investment income | $1,149,295 | |||
| Adjusted net income | $177,279 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,306,413 | $9,306,413 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,097,094 | |
| Investments-corporate bonds | $3,009,709 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,035,585 | |
| Other | $164,025 | |
| Total liabilities | $277,439 | |
| Mortgages and other notes payable | $0 | |
| Other | $277,439 | |
| Total liabilities and net assets/fund balances | $9,028,974 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $129,644 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $11,493 |
| Total credits and payments | $14,040 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $14,040 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,547 |
| Amount to be credited to 2013 estimated tax | $2,547 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $7,954,060 |
| Net value of noncharitable-use assets | $7,834,740 |
| Minimum investment return | $391,737 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $177,279 | $155,127 | $186,702 | $176,553 | $695,661 |
| Qualifying distributions made directly for active conduct of exempt activities | $2,119,608 | $2,171,795 | $2,507,921 | $2,328,778 | $9,128,102 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $261,158 | $241,939 | $282,580 | $268,910 | $1,054,587 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Orton Family Foundation | 120 Graham Way Ste 126, Shelburne, VT 05482-7217 | VT | 1995-08 | $13,011,706 |
| 2 | Society For The Study Of Native Arts & Sciences, North Atlantic Books | 2526 Martin Luther King Jr Way, Berkeley, CA 94704-2607 | CA | 1981-02 | $7,165,169 |
| 3 | Machon Mashe Rockeach Inc | 1544 48th St, Brooklyn, NY 11219-3249 | NY | 2010-04 | $3,782,198 |
| 4 | Mirror-Mirror Productions Inc | 7 Masons Island Rd Ste 3, Mystic, CT 06355-2938 | CT | 2013-04 | $3,723,358 |
| 5 | Talking Book Publishers Inc | 1055 W Arizona Ave, Denver, CO 80223-3104 | CO | 2001-05 | $2,987,513 |
| 6 | The Book Arts Press Inc | 114 Alderman Library, Charlottesvle, VA 22903-2444 | VA | 2001-09 | $2,653,510 |
| 7 | Skeptic Society | 2761 N Marengo, Alta Dena, CA 91001-2204 | CA | 1996-02 | $1,551,780 |
| 8 | Truthout | PO BOX 276414, Sacramento, CA 95827-6414 | CA | 2005-04 | $1,424,687 |
| 9 | Project Veritas | 815 Brazos St Ste 701, Austin, TX 78701-2509 | TX | 2011-03 | $1,201,646 |
| 10 | Safer Society Foundation Inc, Safer Society Press | 29 Union St, Brandon, VT 05733-1128 | VT | 1995-09 | $1,038,476 |
| 11 | Sustainability Institute Inc | PO BOX 1012, Norwich, VT 05055-1012 | VT | 1997-04 | $844,538 |
| 12 | Vermont Independent Media Inc | 139 Main St Rm 604, Brattleboro, VT 05301-2871 | VT | 2006-06 | $373,233 |
| 13 | Charlotte News Inc | PO BOX 251, Charlotte, VT 05445-0251 | VT | 2006-07 | $108,434 |
| 14 | Bloodroot Literary Magazine | Po Box 322, Thetford Center, VT 05075 | VT | 2009-04 | $0 |
| 15 | Glad Day Books | PO BOX 112, Thetford, VT 05074-0112 | VT | 2003-03 | $0 |
| 16 | Marlboro Review Inc | PO BOX 243, Marlboro, VT 05344-0243 | VT | 1997-05 | $0 |
| 17 | Mount Holly Chitchat Inc | 3379 Shunpike Road, Mount Holly, VT 05758 | VT | 2007-09 | $0 |
| 18 | Music & Literature Inc | 7 Baird Street 1, Montpelier, VT 05602 | VT | 2013-02 | $0 |
| 19 | Peacequest | Pob 80, Vergennes, VT 05491 | VT | 2001-03 | $0 |
| 20 | Vermont Sunshine Society | 318 Plateau Acres, Bradford, VT 05033 | VT | 2003-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,035 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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