BETA

COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION (EIN 04-3359381)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202231319349105533
Schema version
2021v4.1
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)
Return2022-05-11T13:38:04-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-10SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,976,700FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,018,445ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$47InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,238DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,948NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$851,661GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$664,365CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,158,678TotalRevAndExpnssAmt
Total Net Invst Incm$679,650TotalNetInvstIncmAmt
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$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,854AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$254AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,854TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$254TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,754TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,110,324ExcessRevenueOverExpensesAmt
Net Investment Income$678,050NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$214,586SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$853,125SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$853,125SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$562,766CorporateStockBOYAmt
Corporate Stock EOY$1,034,551CorporateStockEOYAmt
Corporate Stock EOYFMV$1,123,575CorporateStockEOYFMVAmt
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$777,352TotalAssetsBOYAmt
Total Assets EOY$1,887,676TotalAssetsEOYAmt
Total Assets EOYFMV$1,976,700TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$777,352CapitalStockBOYAmt
Capital Stock EOY$1,887,676CapitalStockEOYAmt
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$777,352TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,887,676TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$777,352TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,887,676TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$777,352TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,110,324ExcessRevenueOverExpensesAmt
Subtotal$1,887,676SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,887,676TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
Publicly Traded SecuritiesP$265,619$0$165,481$100,138$0$0$0$100,138
1,465 shares of Inspire Medical SystemsD$340,465$0$12,965$327,500$0$0$0$327,5002021-04-232021-04-28
1,000 shares of Inspire Medical SystemsD$245,577$0$8,850$236,727$0$0$0$236,7272021-04-232021-09-20
FieldValueIRS element (for citing)
Capital Gain Net Income$664,365CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,425InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,425SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,425TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$691EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$691TotalPaymentsAndCreditsAmt
Original Return Tax Paid$691OriginalReturnTaxPaidAmt
Tax Due$8,734TaxDueAmt
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 ContributorsYes (true)NewSubstantialContributorsInd
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 (7 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
Courtney Buffum
c/o Craig Matanle PO Box 638BurlingtonVT05402Vice-President (Jan-Jul)2.00$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
Mary Alice McKenzie
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$1,148,996AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$491,761AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,640,757TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,640,757AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,611CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,616,146NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,807MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,807MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,425TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$9,425TotalTaxAmt
Distributable Before Adj$71,382DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,382DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,382DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,754ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$46,754QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,382DistributableAsAdjustedAmt
Undistributed Income PY$35,627UndistributedIncomePYAmt
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$46,754QualifyingDistributionsAmt
Applied To Year1$35,627AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,127AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$60,255UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

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 (14 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 482WaterburyVT05676PCSponsor keynote speaker and providescholarships.$6,000
ReSource
329 Harvest Lane Suite 200WillistonVT05495PCTo support"Construction 101"workshop intensives.$3,000
Essex CHIPS
2 Lincoln StreetEssex JunctionVT05452PCTo supportthe teen/tweencenter.$3,000
Camp Ta-Kum-Ta
PO Box 459South HeroVT05486PCTo support programs for childrenwith cancer.$2,500
The Flynn Center
153 Main StreetBurlingtonVT05401PCTo support disability relatedprogramming.$2,000
Partners in Adventure Inc
PO Box 867ShelburneVT05482PCTo support thesalaries of theirsmall staff.$2,000
Faith in Action
PO Box 157CabotVT05647PCTo supportthe Food ShareProgram.$3,000
Inclusive Arts Vermont
21 Carmichael Street Suite 206Essex JunctionVT05452PCGeneraloperatingsupport.$3,000
Janet S Munt Family Room
20 Allen StreetBurlingtonVT05401PCTo support the expansionof the "Healthy Familiesfrom the Start" program.$3,000
King Street Center
PO Box 1615BurlingtonVT05402PCTo supportprogrammingat the Center.$3,000
Steps to End Domestic Violence
PO Box 1535BurlingtonVT05402PCTo help underwrite the costof a new part-time Childrenand Youth Program Advocate.$3,000
Spectrum Youth Center
31 Elmwood AvenueBurlingtonVT05401PCTo support theirBasic Needs and StableHomes programs.$5,000
Vermont Works for Women
32A Mallets Bay AvenueWinooskiVT05404PCTo support theRosie's Girlsprogram.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,500TotalGrantOrContriPdDurYrAmt
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$47ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,948ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$140,233ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$140,233TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1The Victoria UG Buffum TrustsBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Raymond James Trust Co 880 CariAddressLine1Txt
CitySaint PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33716ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,016,591TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,465 shares of Inspire Medical SystemsNoncashPropertyDesc
Fair Market Value$1,016,591FairMarketValueAmt
Received2021-04-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
VT CPA Firm Tax Return Preparation$1,270$1,016$254
VT CPA Firm Tax Consulting$584$584$0

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPublicly Traded Securities (including CGDs)AssetDesc
How AcquiredPurchasedHowAcquiredTxt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
PersonUnrelated Third PartiesPersonNm
FieldValueIRS element (for citing)
Gross Sales Price$851,661GrossSalesPriceAmt
Basis$726,713BasisAmt
Basis MethodCostBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$124,948TotalNetAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 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 VI-A / Line 10 / New Substantial Contributorsc/o Raymond James Trust Companyc/o Raymond James Trust Companyc/o Raymond James Trust Companyc/o Raymond James Trust Company
Part XV / Line 2 / Required Documentation to be Submitted with Applications--------------------------

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,000sh Inspire Medical Systems$455,360$460,120
900sh IShares Core US Aggregate Bond ETF$103,192$102,672
2,000sh IShares Global Clean$46,560$42,340
500sh SPDR S&P Kensho Clean Energy ETF$52,940$45,090
2,000sh Vanguard High Dividend Yield ETF$137,674$224,220
1,000sh Vanguard Short-Term Bond ETF$82,625$80,830
600sh Vanguard Utilities ETF$78,316$93,840
3,439sh Vanguard Global Credit B$77,884$74,463

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