COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION (EIN 04-3359381)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-23
- IRS object ID
- 202011759349101306
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-23T13:39:32-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043359381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Courtney and Victoria Buffum Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUR | BusinessNameControlTxt |
| Phone | 8028633494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 638 40 George Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Gauntlett | PersonNm |
| Person Title | President & Chair of the Board | PersonTitleTxt |
| Phone | 8028633494 | PhoneNum |
| Signature | 2020-06-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William S Huckabay CPA | PreparerPersonNm |
| PTIN | P00154308 | PTIN |
| Phone | 8028707086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,010,978 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,445 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,224 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $47,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,731 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,731 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,155 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $218,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $302,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $302,441 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $448,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $572,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $708,537 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $866,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $875,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,010,978 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $866,438 | CapitalStockBOYAmt |
| Capital Stock EOY | $875,329 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $866,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $875,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $866,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $875,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $866,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $875,329 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $875,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $220,224 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $200,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,224 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $20,224 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $603 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $603 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $603 | OriginalReturnTaxPaidAmt |
| Tax Due | $292 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Craig S Matanle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028633494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 George Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Thomas J Gauntlett | ||||||||
| c/o Craig Matanle PO Box 638 | Burlington | VT | 05402 | President/Chair | 2.00 | $0 | $0 | $0 |
| Courtney Buffum | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No Direct Charitable Activities | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $758,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $977,403 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $977,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $962,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $895 | TotalTaxAmt |
| Distributable Before Adj | $47,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $36,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,448 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,448 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $40,705 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Craig S Matanle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 638 40 George Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8028633494 | RecipientPhoneNum |
| Form And Info And Materials | See Attached Guidelines | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Letter of Interest should be submitted between January 1 and March 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | See Attached Guidelines | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boys & Girls Club of Burlington Inc | ||||||
| 62 Oak Street | Burlington | VT | 05401 | PC | To extend the "Early Promise"academic program. | $5,000 |
| Brain Injury Association | ||||||
| PO Box 482 | Waterbury | VT | 05676 | PC | Sponsor Keynote Speaker and ProvideScholarships. | $6,000 |
| ReSource | ||||||
| 329 Harvest Lane Suite 200 | Williston | VT | 05495 | PC | To supportthe YouthBuildprogram. | $2,000 |
| Sara Holbrook Community Center | ||||||
| 66 North Avenue | Burlington | VT | 05401 | PC | To supportthe New Arrivalsprogram. | $5,000 |
| Camp Ta-Kum-Ta | ||||||
| 77 Sunset View Road | South Hero | VT | 05486 | PC | To support programs for childrenwith cancer. | $2,000 |
| The Flynn Center | ||||||
| 153 Main Street | Burlington | VT | 05401 | PC | To support disability relatedprogramming. | $2,000 |
| Partners in Adventure Inc | ||||||
| PO Box 867 | Shelburne | VT | 05482 | PC | To support theSummer andWinter programs. | $3,000 |
| Chandler Center for the Arts | ||||||
| 71 North Main Street | Randolph | VT | 05060 | PC | To supportgeneraloperations. | $2,000 |
| Inclusive Arts Vermont | ||||||
| 21 Carmichael Street 206 | Essex Junction | VT | 05452 | PC | To support High SchoolPerforming Arts and theArts to Smarts programs. | $3,000 |
| McClure Miller Respite House | ||||||
| 1110 Prim Road | Colchester | VT | 05446 | PC | Gift towardsMiller matchinggrant fund. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,437 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,885 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VT CPA Firm Tax Return Preparation | CategoryTxt |
| Amt | $1,445 | Amt |
| Net Investment Income | $1,155 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $290 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities (including CGDs) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Unrelated Third Parties | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $220,224 | GrossSalesPriceAmt |
| Basis | $200,000 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $20,224 | TotalNetAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XV / Line 2 / Grant Application Guidelines, Restrictions & Application Procedures | FormAndLineReferenceDesc |
| Medium Explanation | 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:GENERAL GUIDELINES: | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000sh ALPS Alerian MLP Exchange Traded Fund | $47,720 | $42,500 |
| 1,500sh IShares Preferred Income Fund | $52,730 | $56,385 |
| 2,905sh Vanguard High Yield Dividend Fund | $199,972 | $272,228 |
| 7,476sh American Funds Balanced Fund | $152,570 | $213,074 |
| 4,839sh T. Rowe Price Real Estate Fund | $119,896 | $124,350 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VT Legal Firm Legal & Administrative Services | CategoryTxt |
| Legal Fees | $5,731 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,731 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Registration Fees | Desc |
| Revenue And Expenses Per Books | $464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $464 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes Paid | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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