BETA

COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION (EIN 04-3359381)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-26
IRS object ID
202321169349101147
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-26T08:19:39-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471371818PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tapia & Huckabay PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 38AddressLine1Txt
CityVergennesCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05491ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043359381EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Courtney and Victoria Buffum Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOURBusinessNameControlTxt
Phone8028633494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 638 40 George StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas J GauntlettPersonNm
Person TitlePresident & Chair of the BoardPersonTitleTxt
Phone8028633494PhoneNum
Signature2023-04-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastGauntlettPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam S Huckabay CPAPreparerPersonNm
PTINP00154308PTIN
Phone8028707086PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,323,974FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,916,715ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20,665InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,665InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$60,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,172DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$719,797NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,720,536GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,039,451CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,277,755TotalRevAndExpnssAmt
Total Net Invst Incm$5,120,288TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$0OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$21,295LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$21,295LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,495AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,195AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,439OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,439OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,334TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$1,295OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,295OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,858TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,803,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,634TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,772,890TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$473,897ExcessRevenueOverExpensesAmt
Net Investment Income$5,107,654NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$853,125SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$616,113SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$616,113SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$1,034,551CorporateStockBOYAmt
Corporate Stock EOY$1,518,588CorporateStockEOYAmt
Corporate Stock EOYFMV$1,482,021CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$226,872CorporateBondsEOYAmt
Corporate Bonds EOYFMV$225,840CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,887,676TotalAssetsBOYAmt
Total Assets EOY$2,361,573TotalAssetsEOYAmt
Total Assets EOYFMV$2,323,974TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,887,676CapitalStockBOYAmt
Capital Stock EOY$2,361,573CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,887,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,361,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,887,676TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,361,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,887,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$473,897ExcessRevenueOverExpensesAmt
Subtotal$2,361,573SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,361,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$593,624$0$579,191$14,433$0$0$0$14,433
Publicly Traded SecuritiesD$10,126,912$0$5,101,894$5,025,018$0$0$0$5,025,018
FieldValueIRS element (for citing)
Capital Gain Net Income$5,039,451CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,996InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$70,996SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$70,996TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,600TotalPaymentsAndCreditsAmt
Original Return Tax Paid$9,600OriginalReturnTaxPaidAmt
Tax Due$61,396TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Craig S MatanleBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8028633494PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 George StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas J Gauntlett
c/o Craig Matanle PO Box 638BurlingtonVT05402President/Chair2.00$0$0$0
Mary Alice McKenzie
c/o Craig Matanle PO Box 638BurlingtonVT05402Vice President2.00$0$0$0
Patricia Motch
c/o Craig Matanle PO Box 638BurlingtonVT05402Secretary1.00$0$0$0
David R Coates
c/o Craig Matanle PO Box 638BurlingtonVT05402Treasurer1.00$0$0$0
Melissa Gauntlett
c/o Craig Matanle PO Box 638BurlingtonVT05402Director1.00$0$0$0
Jeffrey Cole CPA
c/o Craig Matanle PO Box 638BurlingtonVT05402Director1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1No Direct Charitable ActivitiesDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,420,525AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,417,452AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,837,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,837,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,570CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,765,407NetVlNoncharitableAssetsAmt
Minimum Investment Return$238,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$238,270MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,996TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$70,996TotalTaxAmt
Distributable Before Adj$167,274DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$167,274DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$167,274DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,772,890ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,772,890QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$167,274DistributableAsAdjustedAmt
Undistributed Income PY$60,255UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,772,890QualifyingDistributionsAmt
Applied To Year1$60,255AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$167,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,545,361RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,545,361TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,545,361ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$9,545,361ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCraig S MatanleRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 638 40 George StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05402ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8028633494RecipientPhoneNum
Form And Info And MaterialsSee Attached GuidelinesFormAndInfoAndMaterialsTxt
Submission DeadlinesLetter of Interest should be submitted between January 1 and March 1.SubmissionDeadlinesTxt
Restrictions On AwardsSee Attached GuidelinesRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys & Girls Club of Burlington Inc
62 Oak StreetBurlingtonVT05401PCTo extend the "EarlyPromise" academicimprovement program.$5,000
Brain Injury Association
PO Box 482WaterburyVT05676PCTo sponsor keynote speaker and providescholarships.$6,000
ReSource
329 Harvest Lane Suite 200WillistonVT05495PCTo provide toolsand equipment for theYouthBuild program.$4,000
Ronald McDonald House Charities
16 South Winooski AvenueBurlingtonVT05401PCTo provideoperatingsupport.$5,000
Camp Ta-Kum-Ta
PO Box 459South HeroVT05486PCTo support programs for childrenwith cancer.$3,000
The Flynn Center
153 Main StreetBurlingtonVT05401PCTo support the2022-2023 StudentMatinee Series.$5,000
Partners in Adventure Inc
PO Box 867ShelburneVT05482PCTo supportsummerprogramming.$2,000
Inclusive Arts Vermont
21 Carmichael Street Suite 206Essex JunctionVT05452PCTo provideoperatingsupport.$5,000
King Street Center
PO Box 1615BurlingtonVT05402PCTo supportprogrammingat the Center.$5,000
Spectrum Youth Center
31 Elmwood AvenueBurlingtonVT05401PCTo support theirBasic Needs and StableHomes programs.$5,000
Vermont Works for Women
32A Malletts Bay AvenueWinooskiVT05404PCTo support theRosie's Girlsprogram.$5,000
Vermont Community Foundation
3 Court StreetMiddleburyVT05753PCTo create an endowmentsupporting people withbrain injuries.$2,000,000
Vermont Community Foundation
3 Court StreetMiddleburyVT05753PCTo create an endowment supporting the "Northern LightsX and"Women's Small Business" programs.$2,000,000
Vermont Community Foundation
3 Court StreetMiddleburyVT05753PCTo create an endowment tosupport CCV's "Single Mother'sScholarship Program."$1,000,000
Vermont Community Foundation
3 Court StreetMiddleburyVT05753PCTo support theVCF's "VermontWomen's Fund."$1,000,000
Boys & Girls Club of Burlington Inc
62 Oak StreetBurlingtonVT05401PCTo help the Club reach its$5 million goal for the"Early Promise Program."$1,700,000
UVM Medical Center Foundation
111 Colchester AvenueBurlingtonVT05401PCTo create an endowment establishing the "Patty O'Brien, MDWomen's Health & Cancer Fund."$1,000,000
Champlain College
PO Box 670BurlingtonVT05402PCTo help endow the "Single Mother'sScholarship Program."$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,750,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,665ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,172ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$719,797ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$638,960ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$638,960TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNot ApplicableRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
The Victoria UG Buffum Trusts (Cash)
1c/o Raymond James Trust Co 880 CariSaint PetersburgFL33716$55,573Yes (X)
The Victoria UG Buffum Trusts (Securities)
2c/o Raymond James Trust Co 880 CariSaint PetersburgFL33716$10,861,142Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
27,125 shares of Vanguard FTSE Developed Markets ETF$345,3492022-02-28
254,618.33 shares of Baird Ultra Short Term Bond Fund$547,2762022-03-02
21,455 shares of Abbott Laboratories 3,451 shares of Abbvie Inc. 2,348 shares of Automatic Data Proce$1,883,9862022-05-17
25,005 shares of Chevron Corporation 10,280 shares of Cisco Systems Inc. 9,229 shares of Coca-Cola Co$2,318,5162022-05-17
21,699 shares of Home Depot Inc. 1,247 shares of Honeywell International Inc. 3,377 shares of JP Morg$1,690,0372022-05-17
24,247 shares of Merck & Company 2,472 shares of Microsoft Corporation 2,660 shares of PNC Financial$1,900,2062022-05-17
22,290 shares of Procter & Gamble Company 3,100 shares of Prologis Inc. 1,522 shares of Target Corpor$1,608,6482022-05-17
21,134 shares of Union Pacific Corporation 631 shares of UnitedHealth Group Inc.$567,1242022-05-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryVT CPA Firm Tax Return PreparationCategoryTxt
Amt$1,495Amt
Net Investment Income$1,195NetInvestmentIncomeAmt
Disbursements Charitable Prps$300DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtAccumulated DepreciationAccumulatedDepreciationAmt
Unrelated Third Parties
Publicly Traded Securities (including Capital Gain Dividends)Purchased$593,624$579,191Cost$0$14,433$0
Unrelated Third Parties
Publicly Traded SecuritiesDonated$10,126,912$10,861,142FMV-$734,230$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
Part XV / Line 2 / Grant Application Guidelines, Restrictions & Application ProceduresGENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:GENERAL GUIDELINES:
Part XV / Line 2 / Required Documentation to be Submitted with Applications* A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter. * A copy of the organization's most recent IRS exemption letter.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond3,000sh Vanguard Short-Term Bond ETFBondNm
EOY Book Value$226,872EOYBookValueAmt
EOYFMV$225,840EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,000sh Inspire Medical Systems$455,360$503,760
10,000sh Asana Incorporated$196,573$137,700
2,000sh iShares MSCI Emerging Markets ETF$77,260$75,800
4,000sh Vanguard Total Stock Market ETF$789,395$764,761

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVT Legal Firm Grants ManagementCategoryTxt
Legal Fees$21,295LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,295DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office expenses$295$0$295
State filing fees$1,000$0$1,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Manager Investment ManagementCategoryTxt
Amt$11,439Amt
Net Investment Income$11,439NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxesCategoryTxt
Amt$18,334Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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