Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The Orton Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)120 Graham Way
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Shelburne, VT05482
A Employer identification number

03-0346513
B Telephone number (see instructions)

(802) 495-0864
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,548,393J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,461 3,461 3,461
4 Dividends and interest from securities... 341,558 341,558 341,558
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 869,848
b Gross sales price for all assets on line 6a 5,033,575
7 Capital gain net income (from Part IV, line 2)... 869,848
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 3,357 0 3,357
12 Total. Add lines 1 through 11........ 1,218,224 1,214,867 348,376
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 384,099 21,323 21,323 309,130
14 Other employee salaries and wages...... 810,566 656 656 808,598
15 Pension plans, employee benefits....... 179,922 115 115 179,578
16a Legal fees (attach schedule)......... Click to see attachment 1,166 0 0 1,166
b Accounting fees (attach schedule)....... Click to see attachment 9,750 4,387 4,387 1,463
c Other professional fees (attach schedule).... Click to see attachment 56,413 56,413 56,413 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 113,415 1,154 1,154 85,492
19 Depreciation (attach schedule) and depletion... Click to see attachment 29,019 459 459
20 Occupancy.............. 71,910 1,073 1,073 68,692
21 Travel, conferences, and meetings....... 432,401 2,781 2,781 410,467
22 Printing and publications.......... 1,715 0 0 1,715
23 Other expenses (attach schedule)....... Click to see attachment 513,303 4,815 4,815 491,514
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,603,679 93,176 93,176 2,357,815
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,603,679 93,176 93,176 2,357,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,385,455
b Net investment income (if negative, enter -0-) 1,121,691
c Adjusted net income (if negative, enter -0-)... 255,200
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 163,093 190,558 190,558
2 Savings and temporary cash investments......... 40,006 40,018 40,018
3 Accounts receivable bullet0
Less: allowance for doubtful accounts bullet   6,792 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 39,878 60,351 60,351
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,029,391 Click to see attachment13,626,264 13,626,264
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 157,562 Click to see attachment549,519 549,519
14 Land, buildings, and equipment: basis bullet182,669
Less: accumulated depreciation (attach schedule) bullet102,016 104,626 80,653 80,653
15 Other assets (describe bullet) 1,030 1,030 1,030
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,542,378 14,548,393 14,548,393
Liabilities 17 Accounts payable and accrued expenses.......... 94,933 116,016
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 94,933 116,016
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 18,447,445 14,432,377
25 Temporarily restricted............... 0  
26 Permanently restricted............... 0  
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 18,447,445 14,432,377
31 Total liabilities and net assets/fund balances (see instructions). 18,542,378 14,548,393
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,447,445
2
Enter amount from Part I, line 27a .....................
2
-1,385,455
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,061,990
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,629,613
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
14,432,377
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,033,575 0 4,163,727 869,848
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 869,848
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 869,848
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 2,160,240 17,664,902 0.122290
2016 1,669,396 16,176,933 0.103196
2015 1,716,157 14,055,419 0.122099
2014 1,910,842 11,924,116 0.160250
2013 2,389,617 10,311,515 0.231743
2
Total of line 1, column (d) .....................
2
0.739578
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.147916
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
17,149,505
5
Multiply line 4 by line 3......................
5
2,536,686
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,217
7
Add lines 5 and 6........................
7
2,547,903
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,357,815
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 22,434
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,434
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,434
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 26,093
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -26093 7 26,093
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,645
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,645 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.orton.org
    14
    The books are in care ofbulletCarol Bertrand Telephone no.bullet (802) 495-0864

    Located atbullet120 Graham Way 126ShelburneVT ZIP+4bullet05482
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Lyman Orton Chair
    4.00     		0 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Susan Kirkpatrick Secretary/Treasurer
    2.00     		4,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Tom Daniels Director
    2.00     		4,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Jared Duval Director
    2.00     		4,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Dr Carolyn Lukensmeyer Director
    2.00     		3,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Janice Izzi Director
    2.00     		0 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Ed McMahon Director
    2.00     		4,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Scot Spencer Director
    2.00     		4,000 0 0
    126 Graham Way 126
    Shelburne,VT05482
    Tony Wood Director
    2.00     		4,500 0 0
    126 Graham Way 126
    Shelburne,VT05482
    David Leckey Executive Director
    40.00     		215,827 26,223 0
    126 Graham Way 126
    Shelburne,VT05482
    Carol Bertrand Director of Finance & HR
    40.00     		93,237 21,312 0
    126 Graham Way 126
    Shelburne,VT05482
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Alece Montez Director of Programs
    40.00     		116,993 19,183 0
    126 Graham Way 126
    Shelburne,VT05482
    Gabrielle Ratte Smith Sr. Assoc. for Strat
    40.00     		84,371 18,503 0
    126 Graham Way 126
    Shelburne,VT05482
    Alexis Halbert Sr. Assoc. of Progra
    40.00     		80,468 21,030 0
    126 Graham Way 126
    Shelburne,VT05482
    David Weaver Director of Communca
    40.00     		97,688 20,737 0
    126 Graham Way 126
    Shelburne,VT05482
    Sara Lightner Sr. Assoc. of Progra
    40.00     		75,996 24,947 0
    126 Graham Way 126
    Shelburne,VT05482
    Total number of other employees paid over $50,000...................bullet 3
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Wilmington Trust Financial Advisors Investment Management Services 52,097
    1100 North Market Street
    Wilmington,DE19890
    JB LaFleur Consultants Community Engagement Consulting 68,200
    5 Free Street
    Camden,ME04843
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 See Attached Statement 1,285,696
    2 See Attached Statement 679,364
    3 See Attached Statement 392,755
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,970,317
    b
    Average of monthly cash balances.......................
    1b
    440,348
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,410,665
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,410,665
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    261,160
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,149,505
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    857,475
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,357,815
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,357,815
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,357,815
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    1995-08-18
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    255,200 267,644 0 0 522,844
    b 85% of line 2a ......... 216,920 227,497 0 0 444,417
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,357,815 2,160,240 1,669,396 1,716,157 7,903,608
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,357,815 2,160,240 1,669,396 1,716,157 7,903,608
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		571,650 588,830 539,231 468,514 2,168,225
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Lyman Orton
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,461  
    4 Dividends and interest from securities....     14 341,558  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 869,848  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMiscellaneous Program Service Revenue     		900099       3,357
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,214,867 3,357
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,218,224
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11a Various miscellaneous program service revenue and program reimbursements.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -26,093


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VT Area CPA Firm Audit & Tax Preparation Services 9,750 4,387 4,387 1,463

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Leasehold Improvements   18,917 6,245 SL 7.000000000000 2,702 47 47  
    Office Equipment   113,796 60,091 SL 7.000000000000 16,326 287 287  
    Website   49,956 6,661 SL 5.000000000000 9,991 125 125  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly Traded Securities   Purchased   Unrelated Third Parties 5,033,575 4,163,727     869,848  

    TY 2018 GeneralExplanationAttachment
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Identifier Return Reference Explanation
      Part IX-A Summary of Direct Charitable Activities / Lines 1 & 2 Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement Project Activities - The Foundation works to develop and implement
      Part IX-A Summary of Direct Charitable Activities / Line 3 strengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness andstrengthens and builds relationships that will spread awareness and

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Name of Stock End of Year Book Value End of Year Fair Market Value
    27sh Alphabet Inc. 28,214 28,214
    3,433sh AT&T Inc. 97,978 97,978
    175sh Facebook Inc. 22,941 22,941
    512sh John Wiley & Sons 24,049 24,049
    415sh T-Mobile US Inc. 26,398 26,398
    1,098sh Verizon Communications Common 61,729 61,729
    538sh Allison Transmission Holdings 23,624 23,624
    485sh Best Buy Company Inc. 25,686 25,686
    314sh CDW Corporation 25,450 25,450
    689sh DR Horton Inc. 23,881 23,881
    370sh Dunkin' Brands Group Inc. 23,724 23,724
    1,817sh Extended Stay America Inc. 28,164 28,164
    1,017sh General Motors Company 34,019 34,019
    147sh Home Depot Inc. 25,258 25,258
    200sh McDonald's Corporation 35,514 35,514
    701sh Target Corporation 46,328 46,328
    287sh Tractor Supply Company 23,946 23,946
    1,063sh Altria Group Inc. 52,502 52,502
    984sh Coca Cola Company 46,592 46,592
    579sh General Mills Inc. 22,546 22,546
    219sh Kimberly Clark Corporation 24,953 24,953
    593sh Mondelez International Inc. 23,738 23,738
    590sh Philip Morris International 39,388 39,388
    726sh Procter & Gamble Company Inc. 66,734 66,734
    360sh Sysco Corporation 22,558 22,558
    830sh Chevron Corporation 90,296 90,296
    594sh Exxon Mobil Corporation 40,505 40,505
    1,285sh Occidental Petroleum Corporation 78,873 78,873
    127sh Pioneer Natural Resources 16,703 16,703
    619sh Valero Energy Corporation 46,406 46,406
    261sh American Express Company 24,879 24,879
    130sh American Tower Corporation 20,565 20,565
    967sh Bank America Corporation 23,827 23,827
    86sh Blackrock Inc. 33,783 33,783
    1,790sh Blackstone MTG TR Inc. 57,029 57,029
    853sh Citigroup Inc. 44,407 44,407
    330sh Cyrusone Inc. 17,450 17,450
    1,489sh First Hawaiian Inc. 33,517 33,517
    1,327sh JP Morgan Chase & Company 129,542 129,542
    1,390sh Keycorp New 20,544 20,544
    1,146sh Main Street Capital Corporation 38,746 38,746
    1,440sh Metlife Inc. 59,126 59,126
    573sh Morgan Stanley Group Inc. 22,719 22,719
    3,039sh Old Republic International Corp. 62,512 62,512
    1,461sh Park Hotels & Resorts Inc. 37,957 37,957
    672sh Prudential Financial Inc. 54,802 54,802
    1,304sh Starwood Property Trust Inc. 25,702 25,702
    1,293sh U.S. Bancorp Del Com New 59,090 59,090
    1,636sh United Bankshares Inc. 50,896 50,896
    857sh Ventas Inc. 50,212 50,212
    1,333sh Wells Fargo & Company 61,425 61,425
    863sh Abbvie Inc. 79,560 79,560
    328sh Amgen Inc. 63,852 63,852
    345sh Baxter International 22,708 22,708
    437sh Bristo-Myers Squibb Company 22,715 22,715
    1,309sh CVS Health Corporation 85,766 85,766
    416sh Emergent Biosolutions Inc. 24,661 24,661
    805sh Gilead Sciences Inc. 50,353 50,353
    905sh Johnson & Johnson 116,790 116,790
    1,516sh Merck & Company Inc. 115,838 115,838
    2,329sh Pfizer Inc. 101,660 101,660
    101sh UnitedHealth Group Inc. 25,161 25,161
    107sh Wellcare Health Plans 25,261 25,261
    187sh Avery Dennison Corporation 16,798 16,798
    468sh Delta Air Lines Inc. 23,353 23,353
    1,032sh Emerson Electric Company 61,662 61,662
    238sh Insperity Inc. 22,220 22,220
    253sh Lockheed Martin Corporation 66,246 66,246
    154sh Norfolk Southern Corporation 23,029 23,029
    1,063sh Sabre Corporation 23,003 23,003
    484sh United Parcel Service 47,205 47,205
    273sh Waste Management Inc. 24,294 24,294
    46sh Adobe Inc. 10,407 10,407
    124sh Apple Inc. 19,560 19,560
    3,476sh Cisco Systems Inc. 150,615 150,615
    587sh Intel Corporation 27,548 27,548
    329sh IBM Corporation 37,397 37,397
    182sh LAM Research Corporation 24,783 24,783
    125sh Mastercard Inc. 23,581 23,581
    1,297sh Maxim Integrated Products Inc. 65,952 65,952
    244sh Microsoft Corporation 24,783 24,783
    1,240sh Qualcomm Inc. 70,569 70,569
    186sh VISA Inc. 24,541 24,541
    177sh VMWARE Inc. 24,272 24,272
    105sh Air Products & Chemicals Inc. 16,805 16,805
    701sh American Electric Power Company Inc. 52,393 52,393
    423sh Avangrid Inc. 21,188 21,188
    533sh Duke Energy Holding Corporation 45,998 45,998
    479sh Exelon Corporation 21,603 21,603
    1,582sh FirstEnergy Corporation 59,404 59,404
    368sh Nextera Energy Inc. 63,966 63,966
    349sh ONEOK Inc. 18,828 18,828
    3,761sh IShares Russell 1000 Growth ETF 492,353 492,353
    4,521sh IShares Russell 1000 Value ETF 502,057 502,057
    41,315sh LSV Value Equity Fund Strategy 951,505 951,505
    23,737sh MSIF Growth Portfolio 997,889 997,889
    5,173sh SPDR S&P 500 ETF 1,292,836 1,292,836
    14,699sh IShares Russell 2000 ETF 1,968,196 1,968,196
    1,464sh BP PLC Sponsored ADR 55,515 55,515
    693sh Lyondellbasell Industries NV 57,630 57,630
    891sh Eaton Corporation PLC 61,175 61,175
    1,670sh Suncor Energy Inc. 46,710 46,710
    1,158sh Toronto-Dominion Bank 57,576 57,576
    23sh Cambiar International Equity Fund 409,459 409,459
    7,614sh IShares Core MSCI 418,770 418,770
    30,658sh WCM Focused Intl Growth 429,824 429,824
    8,474sh IShares Core MSCI Emerging 399,549 399,549
    207,366sh Wilmington International Fund 1,561,465 1,561,465

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Cash & Money Market Funds in Investment Portfolio   549,519 549,519

    TY 2018 LegalFeesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NE Area Attorney Program Contract Services 1,166 0 0 1,166


    TY 2018 OtherDecreasesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Description Amount
    Unrealized Loss on Investments 2,629,613


    TY 2018 OtherExpensesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising & Promotion 4,254 0 0 4,254
    Bank & Credit Card Fees 2,792 76 76 2,564
    Consultants & Subcontractors 339,736 1,996 1,996 333,748
    Dues & Subscriptions 27,575 44 44 27,442
    Equipment Costs 35,495 356 356 34,426
    Insurance 11,740 186 186 11,183
    Miscellaneous 55 5 5 40
    Postage 4,537 50 50 4,386
    Professional Development 29,812 2,033 2,033 23,713
    Supplies 30,496 32 32 30,401
    Telephone & Internet 26,811 37 37 26,699
    Subtract: Accrual to Cash Change:       -7,342


    TY 2018 OtherIncomeSchedule2
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Program Service Revenue 3,357 0 3,357


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Inv. Manager #1 Investment Management Services 52,097 52,097 52,097 0
    Inv. Manager #2 Investment Management Services 4,316 4,316 4,316 0


    TY 2018 TaxesSchedule
    Name:
    The Orton Family Foundation Inc
    EIN:
    03-0346513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 88,955 1,154 1,154 85,492
    Federal Excise Taxes 24,460 0 0 0