2025-11-12T14:42:26-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-01-01 036009912 THE CURTIS FUND INC CURT 8023883355 3 COURT STREET MIDDLEBURY VT 05753 DANIEL SMITH PRESIDENT & CEO 8023883355 2025-11-10 1 1 MARY KAY CURTISS P01551484 8605614000 2025-11-10 2024 2025-03-06 01:10:19Z DANIEL SMITH 3 COURT STREET MIDDLEBURY VT 05753 9028946 0 X THECURTISFUND.ORG X 2018 VT THE CURTIS FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO VERMONT STUDENTS PURSUING A POSTSECONDARY EDUCATION, AIMING TO LEVEL THE PLAYING FIELD SO THAT EVERY VERMONTER HAS A CHANCE TO OBTAIN THE EDUCATION THEY NEED, REGARDLESS OF FAMILY BACKGROUND, INCOME LEVEL, OR BIRTHPLACE. 9 8 0 8 0 0 364486 178885 0 0 1119184 1133148 0 0 1483670 1312033 2132907 2231297 0 0 102660 93721 0 0 71588 258747 288823 2494314 2613841 -1010644 -1301808 33022351 34265687 7105 62820 33015246 34202867 THE CURTIS FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO VERMONT STUDENTS PURSUING A POSTSECONDARY EDUCATION, AIMING TO LEVEL THE PLAYING FIELD SO THAT EVERY VERMONTER HAS A CHANCE TO OBTAIN THE EDUCATION THEY NEED, REGARDLESS OF FAMILY BACKGROUND, INCOME LEVEL, OR BIRTHPLACE. 0 0 2255582 2231297 THE CURTIS FUND PROVIDES SCHOLARSHIPS TO RECENT VERMONT HIGH SCHOOL GRADUATES AND ADULT LEARNERS WHO DEMONSTRATED A FINANCIAL NEED AND CHOSE TO PURSUE POST-SECONDARY EDUCATION. IN ADDITION, THE PROGRAM HAS EXPANDED TO HIGH SCHOOL GRADUATES AND ADULT LEARNERS WHO MAY BE LOOKING FOR EDUCATIONAL OPPORTUNITIES IN CAREER DEVELOPMENT, COMMONLY REFERRED TO AS CREDENTIALS OF VALUE. 2255582 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X DANIEL SMITH 8023883355 3 COURT STREET MIDDLEBURY VT 05753 DANIEL SMITH SECRETARY 0.50 54.00 X X 0 245371 74814 AMY MELLENCAMP PRESIDENT 0.50 0.00 X X 0 0 0 JOAN GOLDSTEIN VICE- PRESIDENT 0.50 0.00 X X 0 0 0 MICHAEL BREEN TREASURER 0.50 0.00 X X 0 0 0 PEGGY WILLIAMS DIRECTOR 0.50 0.00 X 0 0 0 SETH BOWDEN DIRECTOR 0.50 0.00 X 0 0 0 LEILANI PEARL DIRECTOR 0.50 0.00 X 0 0 0 HILLARY BURROWS DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL METZ DIRECTOR UNTIL 12/31/24 0.50 0.00 X 0 0 0 LAUREN PHILIE EXECUTIVE DIRECTOR 32.00 0.00 X 0 47078 25559 SHANA TROMBLEY EXECUTIVE DIRECTOR UNTIL 2/9/24 0.50 0.00 X 0 0 0 0 292449 100373 0 0 1 0 0 178885 178885 947642 947642 7902419 7716913 185506 185506 185506 1312033 0 0 1133148 2231297 2231297 93721 23430 9372 60919 115500 115500 57373 57373 95355 95355 1371 1371 328 328 5234 1814 3420 1988 1988 3910 20 3890 855 855 6665 6665 BOOKS AND SUBSCRIPTIONS 244 244 2613841 2255582 286671 71588 78821 31691 180581 86554 41219 46899 2565 2066 1354 499 32720376 34100044 33022351 34265687 1105 57542 6000 5278 7105 62820 X 32304038 33340707 711208 862160 33015246 34202867 33022351 34265687 -1301808 2489429 0 X 0 1 X 1 0 X X 1 VERMONT COMMUNITY FOUNDATION 222712160 7 1 115500 0 1 115500 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 TO FURTHER THE EXEMPT PURPOSE OF BOTH THE FUND AND ITS SUPPORTED ORGANIZATION, GRANTS WERE AWARDED TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS. THE GRANTS WERE AWARDED TO ORGANIZATIONS PRIMARILY TO PROMOTE ACCESS TO POST-SECONDARY AND CAREER EDUCATION FOR ALL VERMONTERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33015246 178885 3565204 2231297 325219 34202819 29966062 364486 5179012 2132907 361407 33015246 1.00000 0 1 1 2565 2066 499 499 PART V, LINE 4: ENDOWMENT FUNDS ARE DESIGNATED AND INTENDED FOR USE IN THE FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE. 1 VERMONT SCHOLARSHIP FUND CO VERMONT STUDENT ASSISTANCE CORPORATION 10 EAST ALLEN STREET WINOOSKI VT 054042601 030126589 501(C)(3) 2095650 0 N/A N/A TO PROVIDE SCHOLARSHIP AWARDS FROM THE CURTIS FUND, INC. COMMUNITY COLLEGE OF VERMONT PO BOX 489 MONTPELIER VT 05601 030213787 501(C)(3) 20147 0 N/A N/A TO PROVIDE SCHOLARSHIP AWARDS FROM THE CURTIS FUND, INC. VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN 19 MARBLE AVE SUITE 4 BURLINGTON VT 05401 030313379 501(C)(3) 115500 0 N/A N/A TO PROVIDE SCHOLARSHIP AWARDS FROM THE CURTIS FUND, INC. 3 0 PART I, LINE 2: TO FURTHER THE EXEMPT PURPOSE OF BOTH THE FUND AND ITS SUPPORTED ORGANIZATION, GRANTS WERE AWARDED TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS. THE GRANTS WERE AWARDED TO ORGANIZATIONS PRIMARILY TO PROMOTE ACCESS TO POST-SECONDARY AND CAREER EDUCATION FOR ALL VERMONTERS. 0 0 0 0 0 0 0 0 0 DANIEL SMITH SECRETARY 0 245371 0 0 0 0 0 22640 0 52174 0 320185 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE VERMONT COMMUNITY FOUNDATION PERFORMS CUSTOMARY MANAGEMENT DUTIES ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WILL REVIEW THE FORM 990 AND RELATED SCHEDULES AND PROVIDE A COPY OF THE TAX RETURN TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS ESTABLISHED A CONFLICT-OF-INTEREST POLICY AND A CONFIDENTIALITY POLICY. THIS POLICY IS IMPLEMENTED AS FOLLOWS: A) ANNUALLY, THE VP OF OPERATIONS AND ADMINISTRATION (VPOA) REVIEWS THE CONFLICT-OF-INTEREST POLICY AND CONFIDENTIALITY POLICY WITH VCF STAFF AS PART OF ITS ANNUAL EMPLOYEE HANDBOOK UPDATES. THE POLICIES ARE DISCUSSED, AND STAFF COMPLETE THE ACKNOWLEDGEMENT FORM INDICATING UNDERSTANDING OF THE POLICY. AS PART OF THIS PROCESS, IF STAFF IDENTIFY ANY POTENTIAL CONFLICTS, THERE ARE GUIDELINES AND PROCEDURES PROVIDED IN THE POLICY. THIS DATA IS USED TO ENSURE THAT THE FOUNDATION IS INDEPENDENT IN ITS DECISION MAKING. EVERY STAFF MEMBER IS REQUIRED TO COMPLETE THE FORMS. B) ANNUALLY, THE BOARD REVIEWS THE POLICIES WITH EACH DIRECTOR RETURNING THE SIGNATURE OF UNDERSTANDING PAGE ALONG WITH A LIST OF IDENTIFYING CONFLICTS. VP OF FINANCE PROVIDES A SUMMARY TO AUDIT COMMITTEE TO ENSURE CONFLICTS ARE DISCLOSED AND PROPER ABSTAINING OCCURS. C) NEW STAFF AND BOARD MEMBERS ARE INFORMED OF THESE POLICIES AS PART OF THEIR ORIENTATION MATERIALS AND RETURN THE ACKNOWLEDGEMENT OF UNDERSTANDING AND POTENTIAL CONFLICTS TO HUMAN RESOURCES. D) AT EACH BOARD MEETING, BOARD MEMBERS DISCLOSE ANY CONFLICTS AND ABSTAIN FROM VOTING AND/OR LEAVE THE MEETING AS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 18 THE FUND WAS AUDITED AS PART OF THE CONSOLIDATED FINANCIAL STATEMENTS OF THE VERMONT COMMUNITY FOUNDATION, ITS SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE FUND HAS NO FORMAL POLICY SURROUNDING THE PUBLIC AVAILABILITY OF ITS GOVERNING DOCUMENTS, NOR HAS IT EVER RECEIVED A REQUEST FOR SUCH DOCUMENTS. AS THE FUND IS PART OF A CONSOLIDATED SET OF FINANCIAL STATEMENTS, NO STAND ALONE FINANCIAL STATEMENTS EXIST. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.VERMONTCF.ORG. VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 222712160 SUPPORTED ORGANIZATION VT 501(C)(3) LINE 7 N/A 0 LET'S GROW KIDS INC 3 COURT STREET MIDDLEBURY VT 05753 311802348 SUPPORTS THE VERMONT COMMUNITY FOUNDATION VT 501(C)(3) LINE 12A, 1 VERMONT COMMUNITY FOUNDATION 0 J WARREN AND LOIS MCCLURE FOUNDATION INC 3 COURT STREET MIDDLEBURY VT 05753 030345186 SUPPORTS THE VERMONT COMMUNITY FOUNDATION VT 501(C)(3) LINE 12A, 1 VERMONT COMMUNITY FOUNDATION 0 ADDISON COUNTRY ATHLETIC FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 461164975 SUPPORTS THE VERMONT COMMUNITY FOUNDATION VT 501(C)(3) LINE 12A, 1 VERMONT COMMUNITY FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0