2024-08-21T06:51:54-07:00 2022-06-30 061052184 SPIVEY LEMONIK SWENOR PC PO BOX 1349 MANCHESTER CENTER VT 05255 990PF 2021-07-01 262698626 THE ROWLAND FOUNDATION INC ROWL 8022307879 47 MAPLE STREET 200 BURLINGTON VT 05401 HEIDI LYNN President 2024-08-06 true Lee M Spivey Jr P00105442 8023621946 2021 2024-08-08 14:25:15Z X X 28735934 X X 649949 649949 -121982 6842366 44084 4449 572051 654398 191500 191500 52695 52695 10079 7000 4200 109410 109410 91446 7874 16861 10340 10340 6755 6756 49334 49334 528559 121484 327486 770000 770000 1298559 121484 1097486 -726508 532914 31905 108869 108869 542393 2566565 2566565 21938564 19758664 19758664 761688 557387 557387 8708807 5744449 5744449 31983357 28735934 28735934 8126 1730 8126 1730 X 31975231 28734204 31975231 28734204 31983357 28735934 31975231 -726508 31248723 2514519 28734204 PUBICLY TRADED SECURITIES P 2020-06-30 2021-12-31 6842366 6964348 -121982 -121982 -121982 7408 7408 7408 40000 10000 50000 X 42592 42592 false false false false false false false true true VT true false false false false true WWW.THEROWLANDFOUNDATION.ORG THE ORGANIZATION 8022307879 47 MAPLE STREET SUITE 200 BURLINGTON VT 05401 false false false false false false false false false false false false false false false true false false false false false false false CAITLIN STEELE 68 MOUNTAIN STREET BRISTOL VT 05443 Trustee 1.00 0 ERICA WALLSTROM 18 HIGHLAND AVE RUTLAND VT 05701 Trustee 1.00 0 CARTER RAWSON PO BOX 504 DORSET VT 05251 Secretary 1.00 0 HEIDI LYNN PO BOX 337 DORSET VT 05251 President 1.00 0 JAMES C MOONEY PO BOX 405 KEENE VALLYE NY 12943 Trustee 1.00 0 DANIEL B ROWLAND 121 N MARTIN L KING BLVD - 404 LEXINGTON KY 40507 Trustee 1.00 0 JOHN A SHEPARD JR 879 WESTHOLM ROAD NISKAYUNA NY 12307 Trustee 1.00 0 CHARLES SCRANTON BOX 405 MANCHESTER VT 05254 Ex Dir/Trustee 40.00 41500 MICHAEL MARTIN 24 HIGH GROVE COURT BURLINGTON VT 05401 Executive Dir. 40.00 150000 NONE NONE 30359645 70387 0 30430032 0 30430032 456450 29973582 1498679 1498679 7408 7408 1491271 1491271 1491271 1097486 1097486 1491271 934748 1097486 934748 0 162738 1328533 MICHAEL MARTIN 47 MAPLE STREET BURLINGTON VT 05401 8022307879 APPLICATION FORM AND REQUIREMENTS ARE ON WWW.THROWLANDFOUNDATION.ORG 9/1 APPLIC PERIOD OPENS, 12/31 APPLIC PERIOD CLOSES VERMONT SECONDARY SCHOOL EDUCATORS ONLY MONTPELIER HIGH SCHOOL 5 HIGH SCHOOL DRIVE MONTPELIER VT 05602 NONE GOV ROWLAND FELLOWSHIP 50000 VERGENNES UNION HIGH SCHOOL 50 MONKTON RD VERGENNES VT 05491 NONE GOV ROWLAND FELLOWSHIP 50000 WINOOSKI MIDDLEHIGH SCHOOL 60 NORMAND STREET WINOOSKI VT 05404 NONE GOV ROWLAND FELLOWSHIP 100000 WOODSTOCK UNION MIDDLE HIGH SCHOOL 100 AMSDEN WAY WOODSTOCK VT 05091 NONE GOV ROWLAND FELLOWSHIP 100000 SPRINGFIELD HIGH SCHOOL 303 SOUTH STREET SPRINGFIELD VT 05156 NONE GOV ROWLAND FELLOWSHIP 100000 STOWE HIGH SCHOOL 413 BARROWS ROAD STOWE VT 05672 NONE GOV ROWLAND FELLOWSHIP 50000 TWIN VALLEY MIDDLEHIGH SCHOOL 4299 VT ROUTE 100 WHITINGHAM VT 05361 NONE GOV ROWLAND FELLOWSHIP 100000 HAZEN UNION SCHOOL 126 HAZEN UNION DRIVE HARDWICK VT 05843 NONE GOV ROWLAND FELLOWSHIP 100000 NORTH COUNTRY UNION HIGH SCHOOL 209 VETERANS AVENUE NEWPORT VT 05855 NONE GOV ROWLAND FELLOWHSIP 50000 OTTER VALLEY UNION HIGH SCHOOL 2997 FRANKLIN STREET BRANDON VT 05733 NONE GOV ROWLAND FELLOWSHIP 50000 SAVI ED LABS LTD 3330 UPPER ROAD PLAINFIELD VT 05667 NONE PC LEADERSHIP GRANT 5000 LUKE DORFMAN 70 YACHT HAVEN DRIVE SHELBURNE VT 05482 NONE I LEADERSHIP GRANT 2000 CARRIE FELICE 1712 NORTH CALAIS ROAD EAST CALAIS VT 05650 NONE I ENCORE GRANT 13000 770000 14 649949 18 -121982 CONFERENCE INCOME 39635 OTHER INVESTMENT PROCEEDS 14 4449 532416 39635 572051 11a Every fall The Rowland Foundation offers a one-day conference hosted by the University of Vermont. While the conference is open to all educators, the Foundation specifically encourages eight-member teams from Vermont high schools. Team members typically include the principal or head of school, two or three teachers, an additional administrator or two, two students (strongly advised) and a school board member or superintendent.A keynote address will be delivered by a nationally or internationally known educator, followed by morning and afternoon session workshops facilitated by our Rowland Fellows. false false false false false false false false false false BOOKKEEPING 3000 1800 0 0 TAX PREPARATION 4000 2400 0 0 EATON VANCE A/C 7820 CORP BONDS 557387 557387 EATON VANCE A/C 7820 STOCK 18505582 18505582 CHARLES SCHWAB 4907 STOCK 1253082 1253082 EATON VANCE A/C 7820 OTHER INVESTMENTS FMV 5673132 5673132 CHARLES SCHWAB 4907 OTHER INV FMV 71317 71317 10079 0 0 0 ADVERTISING 867 867 CONFERENCE EXPENSES 33472 33472 INSURANCE 3780 3780 MISCELLANEOUS 1323 1323 OFFICE EXPENSES 6274 6274 PAYROLL SERVICE FEE 796 796 TECHNOLOGY/WEBSITE 2822 2822 CONFERENCE INCOME 39635 OTHER INVESTMENT PROCEEDS 4449 4449 PAYROLL WITHHOLDING - EMPLOYEE SHARE 8126 1730 INVESTMENT MANAGEMENT FEES 109410 109410 0 0 FOREIGN TAXES WITHHELD 7874 7874 NET INVESTMENT INCOME TAX 64891 PAYROLL TAXES 18681 16861