The Orton Family Foundation in Shelburne, Vermont (VT)

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The Orton Family Foundation
Employer Identification Number (EIN)030346513
Name of OrganizationThe Orton Family Foundation
In Care of NameWilliam Roper
Address120 Graham Way Ste 126, Shelburne, VT 05482-7217
ActivitiesPublishing activities, Discussion groups, forums, panels lectures, etc., Study and research (non scientific)
SubsectionCharitable Organization
Ruling Date08/1995
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - 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


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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%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1The Orton Family Foundation120 Graham Way Ste 126, Shelburne, VT 05482-7217VT1995-08$13,011,706
2Society For The Study Of Native Arts & Sciences, North Atlantic Books2526 Martin Luther King Jr Way, Berkeley, CA 94704-2607CA1981-02$7,165,169
3Machon Mashe Rockeach Inc1544 48th St, Brooklyn, NY 11219-3249NY2010-04$3,782,198
4Mirror-Mirror Productions Inc7 Masons Island Rd Ste 3, Mystic, CT 06355-2938CT2013-04$3,723,358
5Talking Book Publishers Inc1055 W Arizona Ave, Denver, CO 80223-3104CO2001-05$2,987,513
6The Book Arts Press Inc114 Alderman Library, Charlottesvle, VA 22903-2444VA2001-09$2,653,510
7Skeptic Society2761 N Marengo, Alta Dena, CA 91001-2204CA1996-02$1,551,780
8TruthoutPO BOX 276414, Sacramento, CA 95827-6414CA2005-04$1,424,687
9Project Veritas815 Brazos St Ste 701, Austin, TX 78701-2509TX2011-03$1,201,646
10Safer Society Foundation Inc, Safer Society Press29 Union St, Brandon, VT 05733-1128VT1995-09$1,038,476
11Sustainability Institute IncPO BOX 1012, Norwich, VT 05055-1012VT1997-04$844,538
12Vermont Independent Media Inc139 Main St Rm 604, Brattleboro, VT 05301-2871VT2006-06$373,233
13Charlotte News IncPO BOX 251, Charlotte, VT 05445-0251VT2006-07$108,434
14Bloodroot Literary MagazinePo Box 322, Thetford Center, VT 05075VT2009-04$0
15Glad Day BooksPO BOX 112, Thetford, VT 05074-0112VT2003-03$0
16Marlboro Review IncPO BOX 243, Marlboro, VT 05344-0243VT1997-05$0
17Mount Holly Chitchat Inc3379 Shunpike Road, Mount Holly, VT 05758VT2007-09$0
18Music & Literature Inc7 Baird Street 1, Montpelier, VT 05602VT2013-02$0
19PeacequestPob 80, Vergennes, VT 05491VT2001-03$0
20Vermont Sunshine Society318 Plateau Acres, Bradford, VT 05033VT2003-12$0
Number of organizations performing similar types of work
Alaska3
Alabama5
Arkansas2
Arizona14
California170
Colorado28
Connecticut15
District of Columbia20
Delaware4
Florida36
Georgia10
Hawaii6
Iowa3
Idaho2
Illinois47
Indiana12
Kansas11
Kentucky4
Louisiana4
Massachusetts47
Maryland26
Maine9
Michigan22
Minnesota28
Missouri11
Mississippi3
Montana5
North Carolina30
Nebraska4
New Hampshire11
New Jersey25
New Mexico9
Nevada4
New York124
Ohio21
Oklahoma4
Oregon27
Pennsylvania33
Rhode Island6
South Carolina6
South Dakota1
Tennessee12
Texas62
Utah4
Virginia37
Vermont12
Washington24
Wisconsin19
West Virginia5
Wyoming5
International3
Total1,035

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