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COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION (EIN 04-3359381)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349100827
Schema version
2025v4.1
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)
Return2026-05-14T06:15:55-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030327374PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCSOLEY MCCOY & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1118 TILLEY DRIVE STE 202AddressLine1Txt
CitySOUTH BURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043359381EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COURTNEY AND VICTORIA BUFFUM FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
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 & CHAIRPersonTitleTxt
Phone8028633494PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE FELLIONPreparerPersonNm
PTINP01875413PTIN
Phone8026581808PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,675,470FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$704,966ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$156InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$156InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,605DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,605DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$604,937GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$210,107CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$786,498TotalRevAndExpnssAmt
Total Net Invst Incm$251,868TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,924LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,924LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$8,224TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,424TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$433,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$433,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$441,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$439,424TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$345,274ExcessRevenueOverExpensesAmt
Net Investment Income$251,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,210,321SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,015,745SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,015,745SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$196,573CorporateStockBOYAmt
Corporate Stock EOY$736,423CorporateStockEOYAmt
Corporate Stock EOYFMV$659,725CorporateStockEOYFMVAmt
Total Assets BOY$1,406,894TotalAssetsBOYAmt
Total Assets EOY$1,752,168TotalAssetsEOYAmt
Total Assets EOYFMV$1,675,470TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,406,894RetainedEarningBOYAmt
Retained Earning EOY$1,752,168RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,406,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,752,168TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,406,894TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,752,168TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,406,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$345,274ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,752,168SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,752,168TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$604,937GrossSalesPriceAmt
Cost Or Other Basis$394,830CostOrOtherBasisAmt
Gain Or Loss$210,107GainOrLossAmt
Gains Minus Excess Or Losses$210,107GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$210,107CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,501InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,501SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,499EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,499TotalPaymentsAndCreditsAmt
Es Penalty$80EsPenaltyAmt
Tax Due$2,082TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCRAIG S MATANLEIndividualWithBooksNm
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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
PO BOX 638BURLINGTONVT05402PRESIDENT/CHAIR2.00$0$0$0
MARY ALICE MCKENZIE
PO BOX 638BURLINGTONVT05402VICE PRESIDENT2.00$0$0$0
PATRICIA MOTCH
PO BOX 638BURLINGTONVT05402SECRETARY1.00$0$0$0
DAVID H COATES
PO BOX 638BURLINGTONVT05402TREASURER1.00$0$0$0
MELISSA GAUNTLETT
PO BOX 638BURLINGTONVT05402DIRECTOR1.00$0$0$0
JEFFREY COLE
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$378,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,127,741AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,506,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,506,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,596CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,483,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,191MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,191MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,501TaxBasedOnInvestmentIncomeAmt
Total Tax$3,501TotalTaxAmt
Distributable Before Adj$70,690DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,690DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,690DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$439,424ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$439,424QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,690DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$9,545,361ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,577,211ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,556,850ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,679,422TotalExcessDistributionCyovAmt
Qualifying Distributions$439,424QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,690AppliedToCurrentYearAmt
Remaining Distri From Corpus$368,734RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,048,156TotalCorpusAmt
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$15,048,156ExcessDistriCyovToNextYrAmt
Excess From Year3$9,545,361ExcessFromYear3Amt
Excess From Year2$3,577,211ExcessFromYear2Amt
Excess From Year1$1,556,850ExcessFromYear1Amt
Excess From Current Year$368,734ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCRAIG S MATANLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 638AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05402ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8028633494RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsSEE ATTACHED GRANT APPLICATION PROCEDURE (STATEMENT 11)FormAndInfoAndMaterialsTxt
Submission DeadlinesLETTER OF INTEREST SHOULD BE SUBMITTED BETWEEN JANUARY 1 AND MARCH 1.SubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED GRANT RESTRICTIONS (STATEMENT 12)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF BURLINGTON INC
62 OAK STREETBURLINGTONVT05401N/APCEARLY PROMISE ACADEMIC IMPROVEMENT PROGRAM INTO THE SUMMER AND CREAT LIFE GAP ENDOWMENT$5,000
SPECTRUM YOUTH CENTER
31 ELMWOOD AVEBURLINGTONVT05401N/APCOPERATING SUPPORT$5,000
RESOURCE
329 HARVEST LN SUITE 200WILLISTONVT05495N/APCYOUTHBUILD PROGRAM$5,000
PARTNERS IN ADVENTURE INC
PO BOX 8190ESSEXVT05451N/APCOPERATING SUPPORT$5,000
JOHN GRAHAM HOUSING & SERVICES
69 MAIN STREETVERGENNESVT05491N/APCOPERATING SUPPORT$5,000
VERMONT WORKS FOR WOMEN
32A MALLETTS BAY AVENUEWINOOSKIVT05404N/APCROSIE'S GIRLS PROGRAM$7,500
RONALD MCDONALD HOUSE
16 SOUTH WINOOSKI AVEBURLINGTONVT05401N/APCOPERATING SUPPORT$7,500
ESSEX CHIPS
2 LINCOLN STREET 2ND FLESSEX JCTVT05452N/APCOPERATING SUPPORT$9,000
COMMUNITY COLLEGE OF VT
ONE ABENAKI WAYWINOOSKIVT05404N/APCLIFE GAP GRANTS FOR STUDENTS$10,000
NEIGHBORS IN ACTION
PO BOX 157CABOTVT05647N/APCOPERATING SUPPORT$18,000
FRIENDS OF FLETCHER FREE LIBRARY
235 COLLEGE STREETBURLINGTONVT05401N/APCSUPPORT FOR SUMMER CHALLENGE PROGRAM$26,000
KING STREET CENTER
PO BOX 1615BURLINGTONVT05402N/APCOPERATING SUPPORT$30,000
COMMUNITY SAILING CENTER
PO BOX 64818BURLINGTONVT05406N/APCOPERATING SUPPORT$50,000
VERMONT COMMUNITY FOUNDATION
3 COURT STREETMIDDLEBURYVT05753N/APCSUPPORT VERMONT FLOOD RELIEF PROGRAMS$50,000
COTS
PO BOX 1616BURLINGTONVT05402N/APCOPERATING SUPPORT$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$433,000TotalGrantOrContriPdDurYrAmt
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$156ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,605ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$81,532ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,532TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 CO 880 CARILLON PAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33716ZIPCd
FieldValueIRS element (for citing)
Total Contributions$704,966TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12,000 SHARES - ARK INNOVATION ETF IV$115,8802025-06-04
16,000 SHARES AT&T INC.$167,7602025-06-04
1800 SHARES - ISHARES SEMICONDUCTOR ETF$170,8962025-06-04
11,000 SHARES - MICROSOFT INC.$250,4302025-10-07

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
GRANT APPLICATION PROCEDUREPART XIV, LINE 2BTHE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FOR GRANTSEEKERS TO COMPLETE. SIMPLY WRITE US AND TELL US ABOUT THE PROJECT FOR WHICH YOU SEEK FUNDS - DESCRIBING THE SCOPE OF THE PROJECT, THE OTHER SOURCES OF FUNDING FOR THE PROJECT AND A HISTORY OF YOUR ORGANIZATION. THE PROPOSAL SHOULD INCLUDE:1. THE LEGAL NAME, ADDRESS, AND TELEPHONE NUMBER OF THE ORGANZATION ALONG WITH THE NAME OF THE ORGANIZATION'S REPRESENTATIVE.2. A BRIEF DESCRIPTION OF THE HISTORY OF THE ORGANIZATION INCLUDING GOALS, PURPOSES, AND SPECIFIC PROJECTS.3. SPECIFIC AMOUNT BEING REQUESTED.4. A STATEMENT DESCRIBING IN DETAIL THE PROJECT OR ACTIVITIES TO WHICH REQUESTED GRANT MONEY WOULD BE DIRECTED.5. A COPY OF THE ORGANIZATION'S MOST RECENT IRS EXEMPTION LETTER.6. A COPY OF THE FORM OR LETTER FROM THE IRS CLASSIFYING THE APPLICANT UNDER CODE SECTION 509(A).7. COPIES OF THE TWO MOST RECENT FORM 990S WITH ALL SCHEDULES.8. A CURRENT OPERATING BUDGET FOR THE ORGANIZATION.9. AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION FOR THE MOST RECENTLY COMPLETED FISCAL YEAR.
GRANT RESTRICTIONSPART XIV, LINE 2DTHE ORGANIZATION SEEKING A GRANT MUST BE TAX EXEMPT UNDER CODE SECTION 501(C)(3) AND A PUBLIC CHARITY UNDER SECTION 509(A). THE FOUNDATION DOES NOT NORMALLY AWARD GRANTS FOR CAPITAL CAMPAIGNS OR TO SUPPLEMENT ANNUAL CAMPAIGNS FOR REGULAR OPERATIONS. MULTIPLE YEAR PLEDGES AREN'T NORMALLY MADE UNLESS THERE IS A COMPELLING REASON TO DO SO. GRANTS ARE NOT USUALLY MADE TO INDIVIDUALS, RELIGIOUS PROGRAMS, SCHOLARSHIPS, FELLOWSHIPS, OR TO FUND TRAVEL. THE FOUNDATION WILL NOT CONSIDER THE PURCHASE OF BLOCKS OF TICKETS, SUPPORT FOR BENEFITS, SOLICITATIONS FROM REGULAR DEVELOPMENT CAMPAIGNS OR ANNUAL CONTRIBUTION DRIVES. ALSO EXCLUDED ARE REQUESTS FOR CONFERENCE OR SEMINAR EXPENSES, PROJECTS TO ERECT STATUES, MEMORIALS OR THE LIKE. THE FOUNDATION DOES NOT MAKE "PASS THROUGH GRANTS", SUPPORT "GRASSROOTS ORGANIZING OR DEMONSTRATIONS, AND HAS NO EMERGENCY DISCRETIONARY FUNDS.AN ORGANIZATION WHICH RECEIVES A GRANT FROM THE FOUNDATION IS REQUIRED TO SUBMIT WRITTEN, PERIODIC REPORTS AND A COMPLETION REPORT. THE FOUNDATION ALSO REQUIRES THE ORGANIZATION TO EXECUTE A GRANT CONTRACT AT THE TIME OF THE AWARD.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10,000SH ASANA INCORPORATED$196,573$137,100
5,000SH AT&T INC$139,800$124,200
39,370.0790SH BAIRD ULTRA SHORT BOND I$400,050$398,425

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,924LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,924DisbursementsCharitablePrpsAmt

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