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Nonprofiteer
← VERMONT COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by VERMONT COMMUNITY FOUNDATION.

Totals

Total revenue
$52,792,202
Total expenses
$48,590,731
Contributions and grants received
$44,670,108
Grants paid
$39,747,631
Program service revenue
$1,526,394
Investment income
$6,578,294
Other revenue
$17,406
Total assets, end of year
$358,219,150
Total liabilities, end of year
$12,878,428
Net assets or fund balances, end of year
$345,340,722
Program services expenses (Part IX)
$41,611,641
Management and general expenses
$5,490,262
Fundraising expenses
$1,488,828
Program service expenses (Part III)
$41,611,641

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CAROLYN DWYER UNTIL 0623

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • SPENCER KNAPP

    CHAIR

    Total calculated
    $0
    Hours/week
    8

  • MARK FOLEY JR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ALLYSON LAACKMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • KRISTEN CARLSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • LAURIE BEYRANEVAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CINDY CHAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHY AUSTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIM BRIGLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DIMITRI GARDNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN VOGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NICOLE CURVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TAMMY NEWMARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LINDSAY DESLAURIERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICH HOLSCHUH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ALEX MACLEAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL SMITH

    CEO

    Total calculated
    $290,462
    From this org
    $229,526
    From related orgs
    $0
    Other
    $60,936
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $229,526
    Bonus
    $0
    Other
    $0
    Deferred
    $23,718
    Nontaxable benefits
    $37,218
    Filer's total
    $290,462

  • FELIPE RIVERA

    VP FOR STRATEGY AND COMMUNICATIONS

    Total calculated
    $183,254
    From this org
    $145,875
    From related orgs
    $0
    Other
    $37,379
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,875
    Bonus
    $0
    Other
    $0
    Deferred
    $6,256
    Nontaxable benefits
    $31,123
    Filer's total
    $183,254

  • STACIE FAGAN

    VP FOR PHILANTHROPY

    Total calculated
    $176,536
    From this org
    $131,701
    From related orgs
    $0
    Other
    $44,835
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $131,701
    Bonus
    $0
    Other
    $0
    Deferred
    $5,724
    Nontaxable benefits
    $39,111
    Filer's total
    $176,536

  • ANNA GRADY

    VP FOR OPERATIONS AND ADMINISTRATION

    Total calculated
    $169,094
    From this org
    $146,645
    From related orgs
    $0
    Other
    $22,449
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $146,645
    Bonus
    $0
    Other
    $0
    Deferred
    $6,011
    Nontaxable benefits
    $16,438
    Filer's total
    $169,094

  • LORI HANCOCK UNITL 032023

    CONTROLLER

    Total calculated
    $38,108
    From this org
    $33,179
    From related orgs
    $0
    Other
    $4,929
    Hours/week
    40

  • ERIK BURGE

    CONTROLLER

    Total calculated
    $119,922
    From this org
    $110,733
    From related orgs
    $0
    Other
    $9,189
    Hours/week
    40

  • NANCY BROCK UNTIL 072023

    VP FOR FINANCE

    Total calculated
    $113,065
    From this org
    $92,651
    From related orgs
    $0
    Other
    $20,414
    Hours/week
    45 + 5 related

  • BARRU PIUS AS OF 052023

    VP FOR FINANCE

    Total calculated
    $113,519
    From this org
    $101,954
    From related orgs
    $0
    Other
    $11,565
    Hours/week
    40

  • HOLLY MOREHOUSE

    VP FOR GRANTS AND COMMUNITY INVESTMENT

    Total calculated
    $143,337
    From this org
    $131,942
    From related orgs
    $0
    Other
    $11,395
    Hours/week
    48

  • MARTHA TROMBLEY OAKES

    SR. PHILANTHROPIC ADVISOR

    Total calculated
    $129,019
    From this org
    $120,146
    From related orgs
    $0
    Other
    $8,873
    Hours/week
    40

  • ELISABETH MARX

    SR PHILANTHROPIC ADVISOR

    Total calculated
    $123,590
    From this org
    $103,444
    From related orgs
    $0
    Other
    $20,146
    Hours/week
    40

  • RUTH HENRY

    SR PHILANTHROPIC ADVISOR

    Total calculated
    $133,885
    From this org
    $100,612
    From related orgs
    $0
    Other
    $33,273
    Hours/week
    40

  • CAROLYN WEIR

    EXECUTIVE DIR. MCCLURE FOUNDATION

    Total calculated
    $125,888
    From this org
    $115,798
    From related orgs
    $0
    Other
    $10,090
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • J WARREN AND LOIS MCCLURE FOUNDATION INC

    501(C)(3) · SUPPORT THE VERMONT COMMUNITY FOUNDATION · VT · controlled entity

    Directly controlled by VERMONT COMMUNITY FOUNDATION

  • LET'S GROW KIDS INC

    501(C)(3) · SUPPORT THE VERMONT COMMUNITY FOUNDATION · VT · controlled entity

    Directly controlled by VERMONT COMMUNITY FOUNDATION

  • ADDISON COMMUNITY ATHLETICS FOUNDATION INC

    501(C)(3) · SUPPORT THE VERMONT COMMUNITY FOUNDATION · VT · controlled entity

    Directly controlled by VERMONT COMMUNITY FOUNDATION

  • THE CURTIS FUND INC

    501(C)(3) · SUPPORT THE VERMONT COMMUNITY FOUNDATION · VT · controlled entity

    Directly controlled by VERMONT COMMUNITY FOUNDATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TAPROOT CAPITAL FUND L3C

    INVESTMENT · MISSION BASED INVESTMENTS IN OTHER ENTITIES · VT · 50% owned · share of income $66,053 · share of assets $1,617,260

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (5)

    T · SPLIT INTEREST AGREEMENTS · VT

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349327198

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