TY 2020 Form 990PF

- TIN:

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

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$21,802,608J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)		2,500
2	Check .............
3	Interest on savings and temporary cash investments		2,197		2,197	2,197
4	Dividends and interest from securities...		260,637		260,637	260,637
5a	Gross rents............		0		0	0
b	Net rental income or (loss) 0
6a	Net gain or (loss) from sale of assets not on line 10			647,858
b	Gross sales price for all assets on line 6a 8,591,252
7	Capital gain net income (from Part IV, line 2)...				647,858
8	Net short-term capital gain.........					0
9	Income modifications...........					0
10a	Gross sales less returns and allowances	0
b	Less: Cost of goods sold....	0
c	Gross profit or (loss) (attach schedule).....			0		0
11	Other income (attach schedule).......			549	0	549
12	Total. Add lines 1 through 11........		913,741		910,692	263,383
13	Compensation of officers, directors, trustees, etc.		417,884		23,254	23,254	289,128
14	Other employee salaries and wages......		864,692		1,680	1,680	855,371
15	Pension plans, employee benefits.......		166,426		250	250	165,039
16a	Legal fees (attach schedule).........			6,134	0	0	0
b	Accounting fees (attach schedule).......			10,200	4,590	4,590	1,530
c	Other professional fees (attach schedule)....			71,447	71,447	71,447	0
17	Interest...............		0		0	0	0
18	Taxes (attach schedule) (see instructions)...			104,075	1,505	1,505	84,252
19	Depreciation (attach schedule) and depletion...			32,729	584	584
20	Occupancy..............		68,152		1,147	1,147	61,786
21	Travel, conferences, and meetings.......		91,229		68	68	90,758
22	Printing and publications..........		500		1	1	493
23	Other expenses (attach schedule).......			525,134	2,741	2,741	538,559
24	Total operating and administrative expenses.
	Add lines 13 through 23..........		2,358,602		107,267	107,267	2,086,916
25	Contributions, gifts, grants paid.......		0				0
26	Total expenses and disbursements. Add lines 24 and 25		2,358,602		107,267	107,267	2,086,916
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements		-1,444,861
b	Net investment income (if negative, enter -0-)				803,425
c	Adjusted net income (if negative, enter -0-)...					156,116

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	127,391	16,300	16,300
	2	Savings and temporary cash investments.........	40,050	40,001	40,001
	3	Accounts receivable 0
		Less: allowance for doubtful accounts 0	0	0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts	0	0	0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	64,790	31,393	31,393
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	17,709,995	21,048,258	21,048,258
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,399,989	602,673	602,673
	14	Land, buildings, and equipment: basis 170,422
		Less: accumulated depreciation (attach schedule) 107,469	89,539	62,953	62,953
	15	Other assets (describe )	1,030	1,030	1,030
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	20,432,784	21,802,608	21,802,608
	17	Accounts payable and accrued expenses..........	143,732	81,694
	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 )	0	0
	23	Total liabilities (add lines 17 through 22).........	143,732	81,694
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	20,289,052	21,720,914
	25	Net assets with donor restrictions............	0	0
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	20,289,052	21,720,914
	30	Total liabilities and net assets/fund balances (see instructions).	20,432,784	21,802,608

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

20,289,052

Enter amount from Part I, line 27a .....................

-1,444,861

Other increases not included in line 2 (itemize) bullet

2,876,723

Add lines 1, 2, and 3 ..........................

21,720,914

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

21,720,914

Form 990-PF (2020)

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
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	8,591,252	0	7,943,394	647,858
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	647,858
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	647,858
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 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	11,168
c	All other domestic foundations enter 1.39% 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	11,168
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	11,168
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	9,236
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,600
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	12,836
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,668
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax1,668	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

www.orton.org

The books are in care of bullet

Carol Bertrand Telephone no. bullet

(802) 495-0864

Located at bullet

120 Graham Way 126ShelburneVT ZIP+4 bullet

05482

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

16 At any time during calendar year 2020, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
Lyman Orton	Chair 4.00	0	0
120 Graham Way 126 Shelburne,VT05482	Chair 4.00	0	0
Susan Kirkpatrick	Secretary/Treasurer 2.00	1,500	0
120 Graham Way 126 Shelburne,VT05482	Secretary/Treasurer 2.00	1,500	0
Tom Daniels	Director 2.00	1,000	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	1,000	0
Jared Duval	Director 2.00	1,000	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	1,000	0
Ed McMahon	Director 2.00	500	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	500	0
Scot Spencer	Director 2.00	1,000	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	1,000	0
Tony Wood	Director 2.00	2,000	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	2,000	0
Janice Izzi	Director 2.00	0	0
120 Graham Way 126 Shelburne,VT05482	Director 2.00	0	0
David Leckey	Exec. Dir. (Jan-Sep) 40.00	179,904	15,399
120 Graham Way 126 Shelburne,VT05482	Exec. Dir. (Jan-Sep) 40.00	179,904	15,399
Carol Bertrand	Director of Finance 40.00	93,596	23,837
120 Graham Way 126 Shelburne,VT05482	Director of Finance 40.00	93,596	23,837
Mark Sherman	Exec. Dir. (Aug-Dec) 40.00	94,269	3,879
120 Graham Way 126 Shelburne,VT05482	Exec. Dir. (Aug-Dec) 40.00	94,269	3,879

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
David Weaver	Ch. Op. Off. (Jan-Ju 40.00	72,100	11,999	0
120 Graham Way 126 Shelburne,VT05482	Ch. Op. Off. (Jan-Ju 40.00	72,100	11,999	0
Gabrielle Ratte Smith	Director of Networks 40.00	107,838	17,768	0
120 Graham Way 126 Shelburne,VT05482	Director of Networks 40.00	107,838	17,768	0
Alexis Halbert	Sr. Assoc. - Trainin 40.00	87,368	23,802	0
120 Graham Way 126 Shelburne,VT05482	Sr. Assoc. - Trainin 40.00	87,368	23,802	0
Leanne Tingay	Sr. Assoc. - Trainin 40.00	81,719	22,579	0
120 Graham Way 126 Shelburne,VT05482	Sr. Assoc. - Trainin 40.00	81,719	22,579	0
Sara Lightner	Director of Training 40.00	105,808	30,377	0
120 Graham Way 126 Shelburne,VT05482	Director of Training 40.00	105,808	30,377	0
Total number of other employees paid over $50,000...................				5

Form 990-PF (2020)

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
Community Foundation of Greater Dubuque	Cluster Midwest Consulting	90,000
700 Locust Street Suite 195 Dubuque,IA52001	Cluster Midwest Consulting	90,000

Total number of others receiving over $50,000 for professional services............. bullet

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	1,080,928
2	See Attached Statement	526,149
3	See Attached Statement	479,839
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 (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

17,724,416

Average of monthly cash balances.......................

1,151,755

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

18,876,171

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

18,876,171

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

283,143

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

18,593,028

Minimum investment return. Enter 5% of line 5..................

929,651

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2020 from Part VI, line 5......

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,086,916

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

2,086,916

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

2,086,916

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7		0
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........
4Qualifying distributions for 2020 from Part
XII, line 4: $
a Applied to 2019, 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 2020 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.
(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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........		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 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

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 2020, 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 section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total
	156,116	241,240	255,200	267,644	920,200
b 85% of line 2a .........	132,699	205,054	216,920	227,497	782,170
c Qualifying distributions from Part XII, line 4 for each year listed .....	2,086,916	2,544,041	2,357,815	2,160,240	9,149,012
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 ....	2,086,916	2,544,041	2,357,815	2,160,240	9,149,012
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...	619,767	543,353	571,650	588,830	2,323,600
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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2020)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2020)

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	(e) Related or exempt function income (See instructions.)
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	2,197
4 Dividends and interest from securities....			14	260,637
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	647,858
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				549
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				910,692	549

13Total. Add line 12, columns (b), (d), and (e)..................

911,241

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:
Part VI Line 7 -Original Return Overpayment:	-12,836

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Vermont CPA Firm Audit & Tax Preparation Services	10,200	4,590	4,590	1,530

- TIN:

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

TY 2020 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	8,591,252	7,943,394	Cost	0	647,858	0

- TIN:

TY 2020 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	Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement Training Activities - The Foundation works to develop and implement
	Part IX-A Summary of Direct Charitable Activities / Line 3	market development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoptionmarket development activities to promote the awareness and adoption

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Name of Stock	End of Year Book Value	End of Year Fair Market Value
28sh Alphabet Inc. Class A	49,074	49,074
29sh Alphabet Inc. Class B	50,805	50,805
2,013sh AT&T Inc.	57,894	57,894
1,198sh Comcast Corporation New	62,775	62,775
214sh Facebook Inc.	58,456	58,456
265sh Omnicom Group Inc. Com.	16,528	16,528
290sh T-Mobile US Inc.	39,107	39,107
1,638sh Twitter, Inc.	88,698	88,698
893sh Verizon Communications Com.	52,464	52,464
18sh Amazon.Com Inc.	58,625	58,625
325sh Best Buy Company Inc.	32,432	32,432
845sh Borg Warner Inc. Com.	32,651	32,651
263sh CDW Corporation	34,661	34,661
540sh DR Horton Inc.	37,217	37,217
961sh Grocery Outlet Holding Corp.	37,719	37,719
211sh Home Depot Inc.	56,046	56,046
1,034sh Lennar Corporation Class A	78,822	78,822
14sh Lennar Corporation Class B	857	857
171sh McDonald's Corporation	36,693	36,693
231sh Nike Inc. Class B	32,680	32,680
37sh O'Reilly Automotive Inc.	16,745	16,745
552sh Ollie's Bargain Outlet Holdings Inc.	45,137	45,137
134sh Starbucks Corp. Com.	14,335	14,335
386sh Target Corporation	68,141	68,141
166sh Tractor Supply Company	23,336	23,336
1,523sh Coca Cola Company	83,521	83,521
526sh General Mills Inc.	30,929	30,929
1,037sh Keurig Dr. Pepper Inc.	33,184	33,184
222sh Kimberly Clark Corporation	29,932	29,932
491sh Lamb Weston Holdings Inc.	38,661	38,661
533sh Mondelez International Inc.	31,165	31,165
334sh Pepsico Inc.	49,532	49,532
314sh Philip Morris International	25,996	25,996
690sh Procter & Gamble Company Inc.	96,007	96,007
445sh Siteone Landscape Supply Inc.	70,590	70,590
743sh Tyson Foods Inc.	47,879	47,879
1,079sh Vital Farms Inc.	27,309	27,309
614sh Walgreens Boots Alliance Inc.	24,486	24,486
2,165sh Cabot Oil & Gas Corporation	35,246	35,246
308sh Chevron Corporation	26,011	26,011
830sh ConocoPhillips	33,192	33,192
221sh Exxon Mobil Corporation	9,110	9,110
393sh Phillips 66	27,486	27,486
427sh Pioneer Natural Resources	48,631	48,631
596sh Williams Company Inc. (The)	11,950	11,950
246sh Valero Energy Corporation	13,916	13,916
142sh American Express Company	17,169	17,169
387sh Ameriprise Financial Inc.	75,206	75,206
706sh Bank New York Mellon Corp.	29,963	29,963
245sh Berkshire Hathaway Inc. Del Class B	56,808	56,808
44sh Blackrock Inc.	31,748	31,748
331sh Bok Financial Corporation	22,667	22,667
529sh Capital One Financial Corporation	52,292	52,292
550sh Cincinnati Financial Corp. Common	48,054	48,054
409sh Citigroup Inc.	25,219	25,219
592sh Commerce Bancshares Inc.	38,894	38,894
305sh Cullen Frost Bankers Inc.	26,605	26,605
180sh Discover Financial Services	16,295	16,295
1,068sh East West Bancorp Inc.	54,158	54,158
358sh First Republic Bank/San Fran.	52,601	52,601
1,144sh JP Morgan Chase & Company	145,368	145,368
956sh Keycorp New Com.	15,688	15,688
154sh Lemonade Inc.	18,865	18,865
41sh Markel Corp. Com.	42,365	42,365
121sh Marketaxess Holdings Inc.	69,038	69,038
535sh Metlife Inc.	25,118	25,118
133sh Moodys Corp.	38,602	38,602
948sh Morgan Stanley Group Inc.	64,966	64,966
1,129sh Old Republic International Corp.	22,253	22,253
408sh PNC Financial Services Group Inc.	60,792	60,792
626sh Schwab Charles Corp. New Com.	33,203	33,203
453sh Transunion	44,947	44,947
692sh Truist Financial Corporation	33,168	33,168
995sh U.S. Bancorp Del Com New	46,357	46,357
608sh United Bancshares Inc.	19,699	19,699
318sh Abbott Laboratories	34,818	34,818
415sh Abbvie Inc.	44,467	44,467
489sh Amgen Inc.	112,431	112,431
914sh Bristol-Myers Squibb Company	56,695	56,695
748sh CVS Health Corporation	51,088	51,088
502sh Danaher Corporation	111,514	111,514
3,251sh Elanco Animal Health Inc.	99,708	99,708
611sh Globus Medical Inc.	39,849	39,849
540sh Johnson & Johnson	84,985	84,985
646sh Merck & Company Inc.	52,843	52,843
865sh Pfizer Inc.	31,841	31,841
986sh Silk Road Medical Inc.	62,098	62,098
91sh The Cooper Companies Inc.	33,062	33,062
76sh Thermo Fisher Scientific Inc.	35,399	35,399
107sh UnitedHealth Group Inc.	37,523	37,523
107sh Viatris Inc.	2,005	2,005
212sh West Pharmaceutical Services Inc.	60,062	60,062
553sh Alaska Air Group Inc.	28,756	28,756
178sh Amphenol Corp. New Class A	23,277	23,277
166sh Avery Dennison Corporation	25,748	25,748
107sh Caterpillar Inc.	19,476	19,476
469sh Copart Inc.	59,680	59,680
929sh Duck Creek Technologies Inc.	40,226	40,226
383sh Emerson Electric Company	30,782	30,782
401sh Fortive Corp.	28,399	28,399
401sh Fortune Home Brands Home & Sec Inc.	34,374	34,374
222sh General Dynamics Corporation	33,038	33,038
755sh HealthEquity Inc.	52,631	52,631
477sh Heico Corporation Class A	55,838	55,838
215sh Honeywell Intl. Inc. Com.	45,731	45,731
94sh Lockheed Martin Corporation	33,368	33,368
26sh Mettler Toledo International Com.	29,632	29,632
489sh Ncino Inc.	35,408	35,408
138sh Norfolk Southern Corporation	32,790	32,790
324sh Old Dominion Freight Line Inc.	63,238	63,238
626sh Oshkosh Corporation	53,880	53,880
310sh Parker Hannifin Corporation	84,447	84,447
276sh Regal Beloit Corp.	33,896	33,896
58sh Roper Technologies Inc.	25,003	25,003
74sh Teledyne Technologies Inc. Com.	29,007	29,007
105sh Teleflex Inc. Com.	43,215	43,215
29sh Transdigm Group Inc.	17,947	17,947
235sh United Parcel Service Class B	39,574	39,574
209sh Verisk Analytics Inc. Common Stock	43,386	43,386
82sh W W Grainger Inc. Com.	33,484	33,484
599sh Xylem Inc.	60,972	60,972
394sh Adobe Inc.	197,047	197,047
291sh Akamai Technologies Inc. Com.	30,552	30,552
281sh Ansys Inc.	102,228	102,228
1,094sh Apple Inc.	145,163	145,163
346sh Avalara Inc.	57,052	57,052
793sh Bentley Sys Inc. Class B	32,124	32,124
95sh Broadcom Inc.	41,596	41,596
298sh Cadence Design Sys Inc.	40,656	40,656
813sh Cisco Systems Inc.	36,382	36,382
313sh Docusign Inc.	69,580	69,580
116sh Factset Research Systems Inc.	38,570	38,570
86sh Fair Isaac Inc.	43,949	43,949
181sh Fidelity National Information Services	25,604	25,604
437sh Five9 Inc.	76,213	76,213
276sh Henry Jack & Assoc. Inc. Com.	44,709	44,709
159sh IBM Corporation	20,015	20,015
144sh Intuit Inc. Com.	54,698	54,698
83sh LAM Research Corporation Common	39,198	39,198
78sh Mastercard Inc. Class A	27,841	27,841
1,371sh Microchip Technology Inc. Com.	189,349	189,349
898sh Microsoft Corporation	199,733	199,733
83sh Paycom Software Inc.	37,537	37,537
473sh PayPal Holdings Inc.	110,777	110,777
892sh Qualcomm Inc.	135,887	135,887
122sh Salesforce.com Inc.	27,149	27,149
221sh Texas Instruments Inc.	36,273	36,273
131sh Tyler Technologies Inc.	57,184	57,184
286sh VISA Inc.	62,557	62,557
375sh Vontier Corp.	12,525	12,525
194sh Air Products & Chemicals Inc.	53,005	53,005
2,035sh Corteva Inc.	78,795	78,795
624sh Dow Inc.	34,632	34,632
87sh Ecolab Inc. Com.	18,823	18,823
244sh Martin Marietta Materials Inc.	69,289	69,289
640sh RPM International Inc. Common	58,099	58,099
96sh Alexandria Real Estate Equities Inc.	17,109	17,109
240sh American Tower Corporation	53,870	53,870
112sh Avalonbay Communities Inc.	17,968	17,968
98sh Crown Castle International	15,601	15,601
389sh Equity Lifestyle Properties	24,647	24,647
636sh Hannon Armstrong Sustainable Inc.	40,341	40,341
159sh Prologis Inc.	15,846	15,846
190sh Sun Communities Inc. (REIT)	28,870	28,870
260sh American Electric Power Company	21,650	21,650
198sh Duke Energy Holding Corporation	18,129	18,129
284sh Eversource Energy	24,569	24,569
588sh FirstEnergy Corporation	17,999	17,999
724sh Nextera Energy Inc.	55,857	55,857
2,739sh IShares Russell 1000 Growth ETF	660,482	660,482
32,486sh MSIF Growth Portfolio CL IS	3,002,337	3,002,337
5,185sh SPDR S&P 500 ETF	1,938,568	1,938,568
8,524sh IShares Russell 2000 ETF	1,671,215	1,671,215
159sh Accenture PLC Class A	41,532	41,532
827sh Alcon Inc.	54,565	54,565
470sh Allegion PLC	54,699	54,699
270sh Chubb Limited	41,558	41,558
1,807sh Johnson Controls International PLC	84,188	84,188
82sh Linde PLC	21,608	21,608
425sh Medtronic PLC	49,784	49,784
6,097sh Mitsubishi UFJ Financial Group ADR	27,010	27,010
450sh Novartis AG ADR	42,493	42,493
580sh Nutrien LTD	27,933	27,933
2,618sh Rightmove PLC Unspons. ADR	46,862	46,862
212sh SAP SE Spons. ADR	27,643	27,643
807sh Sony Corporation Sponsored ADR	81,588	81,588
430sh Toronto-Dominion Bank	24,261	24,261
471sh Unilever PLC Sponsored ADR	28,430	28,430
9,036sh IShares Core MSCI EAFE ETF	624,297	624,297
68,249sh WCM Focused Intl Growth FD	1,689,161	1,689,161
12,587sh IShares Core MSCI Emerging	780,897	780,897
89,315sh Wilmington International Fund-I	886,005	886,005
54,478sh Wilmington Global Alpha Equities Fund	639,571	639,571
65,265sh Blackrock Event Driven Equity Fund	651,994	651,994

- TIN:

TY 2020 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		602,673	602,673

- TIN:

TY 2020 LandEtcSchedule2

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
Office Equipment & Furnishings	111,360	84,756	26,604
Leasehold Improvements	18,917	14,353	4,564
Websites	40,145	8,360	31,785

- TIN:

TY 2020 LegalFeesSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Vermont Attorney Human Resource Matters	6,079	0	0	0
Miscellaneous Fees Various	55	0	0	0

- TIN:

TY 2020 OtherAssetsSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Trademark	1,030	1,030	1,030

- TIN:

TY 2020 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	5,401	63	63	5,053
Bank & Credit Card Fees	3,198	88	88	2,710
Consultants & Subcontractors	407,301	1,618	1,618	398,320
Dues & Subscriptions	30,969	17	17	30,873
Equipment Costs	27,869	334	334	26,013
Insurance	14,795	264	264	13,331
Postage	1,639	17	17	1,544
Professional Development	5,303	270	270	3,804
Supplies	6,432	25	25	6,293
Telephone & Internet	22,227	45	45	21,977
ADD: Accrual to Cash Change:	0	0	0	28,641
Amortization	0	0	0	0

- TIN:

TY 2020 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	549	0	549

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Description	Amount
Unrealized Gain on Investments	2,876,723

- TIN:

TY 2020 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	56,083	56,083	56,083	0
Inv. Manager #2 Investment Management Services	15,364	15,364	15,364	0

- TIN:

TY 2020 TaxesSchedule

Name:

The Orton Family Foundation Inc

EIN:

03-0346513

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Payroll Taxes	92,475	1,505	1,505	84,252
Federal Excise Taxes	11,600	0	0	0