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The Orton Family Foundation is a private corporation based in SHELBURNE, VT. The foundation received its IRS ruling in 1995. The principal officer is % William Roper. It holds total assets of $22.9M. Annual income is reported at $8M. TRAINING ACTIVITIES - THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE "COMMUNITY HEART & SOUL" METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, AND CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNERS, "HEART & SOUL COACHES AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THE TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE COMMUNITY HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. According to available records, The Orton Family Foundation has made 24 grants totaling $270K, with a median grant of $10K. Annual giving has grown from $50K in 2021 to $130K in 2023. Individual grants have ranged from $10K to $40K, with an average award of $11K. The foundation has supported 24 unique organizations. The foundation primarily supports organizations in Iowa, Pennsylvania, Maine, which account for 46% of all grants. Grantmaking reaches organizations across 14 states. Contributions to this foundation are tax-deductible.
See Attached Statement
Expenses: $1.1M
See Attached Statement
Expenses: $526K
See Attached Statement
Expenses: $480K
TRAINING ACTIVITIES - THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE "COMMUNITY HEART & SOUL" METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, AND CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNERS, "HEART & SOUL COACHES AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THE TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE COMMUNITY HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in IA, PA, ME.
The Orton Family Foundation has distributed a total of $270K across 24 grants. The median grant size is $10K, with an average of $11K. Individual grants have ranged from $10K to $40K.
The Orton Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Orton Family Foundation is headquartered in SHELBURNE, VT. While based in VT, the foundation distributes grants to organizations across 14 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mark Sherman | PRESIDENT | $235K | $17K | $252K |
| Carol Bertrand | DIRECTOR OF FINANCE | $104K | $29K | $133K |
| Tony Wood | DIRECTOR | $3K | $0 | $3K |
| Jody Fried | DIRECTOR | $3K | $0 | $3K |
| Janice Izzi | VICE-CHAIR | $0 | $0 | $0 |
Total Giving
$2.8M
Total Assets
$21.7M
Fair Market Value
$21.7M
Net Worth
$21.5M
Grants Paid
$130K
Contributions
$2.6M
Net Investment Income
$542K
Distribution Amount
$0
Total: $18.8M
Total Grants
24
Total Giving
$270K
Average Grant
$11K
Median Grant
$10K
Unique Recipients
24
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Pennsylvania Humanities CouncilPENNSYLVANIA HEART AND SOUL | Philadelphia, PA | $40K | 2023 |
| City Of DawsonCITY OF DAWSON, GA HEART AND SOUL | Dawson, GA | $10K | 2023 |
| Colonial Beach Community FoundationCOLONIAL BEACH, VA HEART AND SOUL | Colonial Beach, VA | $10K | 2023 |
| Community Foundation Of Greater DubuqueDUBUQUE, IA HEART AND SOUL | Dubuque, IA | $10K | 2023 |
| Good Work Institute IncROSENDALE, NY HEART AND SOUL | Kingston, NY | $10K |
| Lyman Orton |
| CHAIR |
| $0 |
| $0 |
| $0 |
| Christopher Byrne | SECRETARY/TREASURER | $0 | $0 | $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2023 |
| Macedonia Hamilton DevelopmentMACEDONIA, IA HEART AND SOUL | Macedonia, IA | $10K | 2023 |
| Starved Rock Country Community FundMEDOTA, IL HEART AND SOUL | La Salle, IL | $10K | 2023 |
| Town Of Van BurenVAN BUREN, ME HEART AND SOUL | Van Buren, ME | $10K | 2023 |
| Brooks County Development AuthorityBROOKS COUNTY, GA HEART AND SOUL | Quitman, GA | $10K | 2023 |
| United Way Of Albany CountyLARAMIE, WY HEART AND SOUL | Laramie, WY | $10K | 2023 |
| Duncan Chamber Of CommerceDUNCAN, OK HEART AND SOUL | Duncan, OK | $10K | 2022 |
| Foundation Of Appalachian KentuckyHAZARD, KY HEART AND SOUL | Hazard, KY | $10K | 2022 |
| Armada Area Historical SocietyARMADA, MI HEART AND SOUL | Armada, MI | $10K | 2022 |
| Red Oak Heritage FoundationRED OAK, IA HEART AND SOUL | Red Oak, IA | $10K | 2022 |
| Town Of Lincolnville MeLINCOLNVILLE, ME HEART AND SOUL | Lincolnville, ME | $10K | 2022 |
| Strategies For A Stronger SanfordSANFORD, ME HEART AND SOUL | Sanford, ME | $10K | 2022 |
| North Florida Educational Development CorporationQUINCY HEART AND SOUL | Gretna, FL | $10K | 2022 |
| Bridgton Public LibraryBRIDGTON HEART AND SOUL | Bridgton, ME | $10K | 2022 |
| Town Of Great Falls ScGREAT FALLS HEART AND SOUL | Great Falls, SC | $10K | 2022 |
| Growing PlacesWinchendonHeart & Soul | Leominster, MA | $10K | 2021 |
| Village Of Cambridge IllinoisCambridgeHeart & Soul | Cambridge, IL | $10K | 2021 |
| City Of Muscatine IowaMuscatineHeart & Soul | Muscatine, IA | $10K | 2021 |
| City Of Postville IowaPostvilleHeart & Soul | Postville, IA | $10K | 2021 |
| Akron Opera HouseAkronHeart & Soul | Akron, IA | $10K | 2021 |
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