2023-04-26T08:19:39-07:00 2022-12-31 471371818 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990PF 2022-01-01 043359381 Courtney and Victoria Buffum Family Foundation COUR 8028633494 PO Box 638 40 George Street Burlington VT 05402 Thomas J Gauntlett President & Chair of the Board 8028633494 2023-04-26 true Thomas Gauntlett XXX-XX-XXXX true William S Huckabay CPA P00154308 8028707086 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 2323974 X 10916715 20665 20665 60172 60172 -719797 10720536 5039451 0 0 10277755 5120288 0 0 0 0 0 0 21295 0 21295 1495 1195 300 11439 11439 0 18334 0 0 0 1295 0 1295 53858 12634 22890 9750000 9750000 9803858 12634 9772890 473897 5107654 0 0 0 853125 616113 616113 0 0 1034551 1518588 1482021 0 226872 225840 0 0 0 0 0 0 0 0 1887676 2361573 2323974 0 0 0 0 0 0 0 0 X 1887676 2361573 0 0 0 0 1887676 2361573 1887676 2361573 1887676 473897 2361573 2361573 Publicly Traded Securities P 593624 0 579191 14433 0 0 0 14433 Publicly Traded Securities D 10126912 0 5101894 5025018 0 0 0 5025018 5039451 70996 0 70996 0 70996 9600 9600 9600 61396 0 false false false 0 0 0 false false false false true true VT DE true false false false false true N/A Craig S Matanle 8028633494 40 George Street Burlington VT 05401 false false false false false false false false false false false false false false false false false false false false false Thomas J Gauntlett c/o Craig Matanle PO Box 638 Burlington VT 05402 President/Chair 2.00 0 0 0 Mary Alice McKenzie c/o Craig Matanle PO Box 638 Burlington VT 05402 Vice President 2.00 0 0 0 Patricia Motch c/o Craig Matanle PO Box 638 Burlington VT 05402 Secretary 1.00 0 0 0 David R Coates c/o Craig Matanle PO Box 638 Burlington VT 05402 Treasurer 1.00 0 0 0 Melissa Gauntlett c/o Craig Matanle PO Box 638 Burlington VT 05402 Director 1.00 0 0 0 Jeffrey Cole CPA c/o Craig Matanle PO Box 638 Burlington VT 05402 Director 1.00 0 0 0 NONE 0 NONE 0 No Direct Charitable Activities 0 None 0 0 2420525 2417452 0 4837977 0 4837977 72570 4765407 238270 238270 70996 0 70996 167274 0 167274 0 167274 9772890 0 0 0 0 9772890 167274 60255 0 0 0 0 0 0 9772890 60255 0 0 167274 9545361 0 0 9545361 0 0 0 0 0 0 0 9545361 0 0 0 0 9545361 None None Craig S Matanle PO Box 638 40 George Street Burlington VT 05402 8028633494 See Attached Guidelines Letter of Interest should be submitted between January 1 and March 1. See Attached Guidelines Boys & Girls Club of Burlington Inc 62 Oak Street Burlington VT 05401 PC To extend the "EarlyPromise" academicimprovement program. 5000 Brain Injury Association PO Box 482 Waterbury VT 05676 PC To sponsor keynote speaker and providescholarships. 6000 ReSource 329 Harvest Lane Suite 200 Williston VT 05495 PC To provide toolsand equipment for theYouthBuild program. 4000 Ronald McDonald House Charities 16 South Winooski Avenue Burlington VT 05401 PC To provideoperatingsupport. 5000 Camp Ta-Kum-Ta PO Box 459 South Hero VT 05486 PC To support programs for childrenwith cancer. 3000 The Flynn Center 153 Main Street Burlington VT 05401 PC To support the2022-2023 StudentMatinee Series. 5000 Partners in Adventure Inc PO Box 867 Shelburne VT 05482 PC To supportsummerprogramming. 2000 Inclusive Arts Vermont 21 Carmichael Street Suite 206 Essex Junction VT 05452 PC To provideoperatingsupport. 5000 King Street Center PO Box 1615 Burlington VT 05402 PC To supportprogrammingat the Center. 5000 Spectrum Youth Center 31 Elmwood Avenue Burlington VT 05401 PC To support theirBasic Needs and StableHomes programs. 5000 Vermont Works for Women 32A Malletts Bay Avenue Winooski VT 05404 PC To support theRosie's Girlsprogram. 5000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 PC To create an endowmentsupporting people withbrain injuries. 2000000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 PC To create an endowment supporting the "Northern LightsX and"Women's Small Business" programs. 2000000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 PC To create an endowment tosupport CCV's "Single Mother'sScholarship Program." 1000000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 PC To support theVCF's "VermontWomen's Fund." 1000000 Boys & Girls Club of Burlington Inc 62 Oak Street Burlington VT 05401 PC To help the Club reach its$5 million goal for the"Early Promise Program." 1700000 UVM Medical Center Foundation 111 Colchester Avenue Burlington VT 05401 PC To create an endowment establishing the "Patty O'Brien, MDWomen's Health & Cancer Fund." 1000000 Champlain College PO Box 670 Burlington VT 05402 PC To help endow the "Single Mother'sScholarship Program." 1000000 9750000 0 14 20665 14 60172 18 -719797 -638960 -638960 N/A Not Applicable false false false false false false false false false false X X 1 The Victoria UG Buffum Trusts (Cash) c/o Raymond James Trust Co 880 Cari Saint Petersburg FL 33716 55573 X 2 The Victoria UG Buffum Trusts (Securities) c/o Raymond James Trust Co 880 Cari Saint Petersburg FL 33716 10861142 X X 2 7,125 shares of Vanguard FTSE Developed Markets ETF 345349 2022-02-28 2 54,618.33 shares of Baird Ultra Short Term Bond Fund 547276 2022-03-02 2 1,455 shares of Abbott Laboratories 3,451 shares of Abbvie Inc. 2,348 shares of Automatic Data Proce 1883986 2022-05-17 2 5,005 shares of Chevron Corporation 10,280 shares of Cisco Systems Inc. 9,229 shares of Coca-Cola Co 2318516 2022-05-17 2 1,699 shares of Home Depot Inc. 1,247 shares of Honeywell International Inc. 3,377 shares of JP Morg 1690037 2022-05-17 2 4,247 shares of Merck & Company 2,472 shares of Microsoft Corporation 2,660 shares of PNC Financial 1900206 2022-05-17 2 2,290 shares of Procter & Gamble Company 3,100 shares of Prologis Inc. 1,522 shares of Target Corpor 1608648 2022-05-17 2 1,134 shares of Union Pacific Corporation 631 shares of UnitedHealth Group Inc. 567124 2022-05-17 VT CPA Firm Tax Return Preparation 1495 1195 300 Publicly Traded Securities (including Capital Gain Dividends) Purchased Unrelated Third Parties 593624 579191 Cost 0 14433 0 Publicly Traded Securities Donated Unrelated Third Parties 10126912 10861142 FMV -734230 0 Part XV / Line 2 / Grant Application Guidelines, Restrictions & Application Procedures 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: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. 3,000sh Vanguard Short-Term Bond ETF 226872 225840 2,000sh Inspire Medical Systems 455360 503760 10,000sh Asana Incorporated 196573 137700 2,000sh iShares MSCI Emerging Markets ETF 77260 75800 4,000sh Vanguard Total Stock Market ETF 789395 764761 VT Legal Firm Grants Management 21295 0 21295 Office expenses 295 0 295 State filing fees 1000 0 1000 Investment Manager Investment Management 11439 11439 0 Excise taxes 18334 0 0