BETA

COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION (EIN 04-3359381)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202131309349101393
Schema version
2020v4.1
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)
Return2021-05-10T13:37:30-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-01SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$899,230FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,126ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,966DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,966DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$71,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$298,357GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$46,659TotalRevAndExpnssAmt
Total Net Invst Incm$16,020TotalNetInvstIncmAmt
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$7,235LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,235LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,016AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$254AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$621OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$621OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,318TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,110TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,318TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,110TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$97,977ExcessRevenueOverExpensesAmt
Net Investment Income$15,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$302,441SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,586SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,586SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$572,888CorporateStockBOYAmt
Corporate Stock EOY$562,766CorporateStockEOYAmt
Corporate Stock EOYFMV$684,644CorporateStockEOYFMVAmt
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$875,329TotalAssetsBOYAmt
Total Assets EOY$777,352TotalAssetsEOYAmt
Total Assets EOYFMV$899,230TotalAssetsEOYFMVAmt
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$875,329CapitalStockBOYAmt
Capital Stock EOY$777,352CapitalStockEOYAmt
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$875,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$777,352TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$875,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$777,352TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$875,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$97,977ExcessRevenueOverExpensesAmt
Subtotal$777,352SubtotalAmt
Tot Net Ast Or Fund Balances EOY$777,352TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$298,357GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$370,162CostOrOtherBasisAmt
Gain Or Loss-$71,805GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$71,805GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$71,805CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$209InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$209SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Original Return Overpayment-$900OriginalReturnOverpaymentAmt
Overpayment$691OverpaymentAmt
Applied To ES Tax$691AppliedToESTaxAmt

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 (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-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
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$637,131AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,160AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$898,291TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$898,291AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$884,817NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$209TotalTaxAmt
Distributable Before Adj$44,032DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,032DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,032DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,110ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$49,110QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,110AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,032DistributableAsAdjustedAmt
Undistributed Income PY$40,705UndistributedIncomePYAmt
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$49,110QualifyingDistributionsAmt
Applied To Year1$40,705AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,405AppliedToCurrentYearAmt
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$35,627UndistributedIncomeCYAmt
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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys & Girls Club of Burlington Inc
62 Oak StreetBurlingtonVT05401PCTo extend the "Early Promise"academic 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 incentives.$2,000
Sara Holbrook Community Center
66 North AvenueBurlingtonVT05401PCTo support the Bob& Maggie Green YouthAdventure Program.$5,000
Camp Ta-Kum-Ta
77 Sunset View RoadSouth HeroVT05486PCTo support programs for childrenwith cancer.$2,000
The Flynn Center
153 Main StreetBurlingtonVT05401PCTo support disability relatedprogramming.$2,000
Partners in Adventure Inc
PO Box 867ShelburneVT05482PCTo support summer andwinter camp programsand school year activities.$2,000
Howard Center
208 Flynn Avenue Suite 3JBurlingtonVT05041PCGeneral operatingsupport.$3,000
Inclusive Arts Vermont
21 Carmichael Street 206Essex JunctionVT05452PCGeneral operatingsupport.$3,000
Mercy Connections
255 South Champlain Street 8BurlingtonVT05401PCTo support the expansionof the Women's SmallBusiness Program$3,000
Spectrum Youth Center
31 Elmwood AvenueBurlingtonVT05401PCTo support theirBasic Needs and StableHomes programs.$5,000
Vermont Works for Women Rosie's Girls
32A Mallets Bay AvenueWinooskiVT05404PCTo support theRosie's Girlsprogram.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,000TotalGrantOrContriPdDurYrAmt
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$54ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,966ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$71,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$55,785ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$55,785TotalIncomeProducingActyAmt

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 Line1Sledrunner Mgr LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1151 Ordway Shore RoadAddressLine1Txt
CityShelburneCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05482ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,126TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryVT CPA Firm Tax Return PreparationCategoryTxt
Amt$1,270Amt
Net Investment Income$1,016NetInvestmentIncomeAmt
Disbursements Charitable Prps$254DisbursementsCharitablePrpsAmt

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$298,357GrossSalesPriceAmt
Basis$370,162BasisAmt
Basis MethodCostBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net-$71,805TotalNetAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart XV / Line 2 / Grant Application Guidelines, Restrictions & Application ProceduresFormAndLineReferenceDesc
Medium ExplanationGENERAL 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: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:MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
900sh IShares Core US$103,192$106,371
2,000sh Vanguard High Yield Dividend Fund$137,674$183,020
1,000sh Vanguard Short-Term Bond$82,625$82,900
3,387sh Vanguard Global Credit B$76,757$76,149
7,821sh American Funds Balanced Fund$162,518$236,204

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVT Legal Firm Legal & Administrative ServicesCategoryTxt
Legal Fees$7,235LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,235DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
State Registration Fees$476$0$476
Office Expenses$145$0$145

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Taxes PaidCategoryTxt
Amt$1,192Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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