2026-05-14T06:15:55-05:00 2025-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2025-01-01 043359381 COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION COUR 8028633494 PO BOX 638 40 GEORGE STREET BURLINGTON VT 05402 THOMAS J GAUNTLETT PRESIDENT & CHAIR 8028633494 2026-05-12 1 CONNIE FELLION P01875413 8026581808 2026-05-12 2025 2025-03-06 01:10:19Z X 1675470 X 704966 156 156 41605 41605 39771 604937 210107 786498 251868 0 0 0 5924 0 5924 2300 0 500 8224 0 6424 433000 433000 441224 0 439424 345274 251868 1210321 1015745 1015745 196573 736423 659725 1406894 1752168 1675470 0 0 X 0 0 0 0 1406894 1752168 1406894 1752168 1406894 1752168 1406894 345274 0 1752168 0 1752168 PUBLICLY TRADED SECURITIES 604937 394830 210107 210107 210107 3501 0 3501 0 3501 1499 0 0 0 1499 80 2082 0 0 0 0 0 0 0 0 0 0 0 1 DE VT 1 0 0 0 0 1 N/A CRAIG S MATANLE 8028633494 40 GEORGE STREET BURLINGTON VT 05401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J GAUNTLETT PO BOX 638 BURLINGTON VT 05402 PRESIDENT/CHAIR 2.00 0 0 0 MARY ALICE MCKENZIE PO BOX 638 BURLINGTON VT 05402 VICE PRESIDENT 2.00 0 0 0 PATRICIA MOTCH PO BOX 638 BURLINGTON VT 05402 SECRETARY 1.00 0 0 0 DAVID H COATES PO BOX 638 BURLINGTON VT 05402 TREASURER 1.00 0 0 0 MELISSA GAUNTLETT PO BOX 638 BURLINGTON VT 05402 DIRECTOR 1.00 0 0 0 JEFFREY COLE PO BOX 638 BURLINGTON VT 05402 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 378667 1127741 0 1506408 0 0 1506408 22596 1483812 74191 74191 3501 3501 70690 0 70690 0 70690 439424 0 439424 70690 0 0 9545361 3577211 1556850 14679422 439424 0 0 0 70690 368734 0 0 15048156 0 0 0 0 0 0 0 15048156 9545361 3577211 1556850 368734 CRAIG S MATANLE PO BOX 638 BURLINGTON VT 05402 8028633494 N/A SEE ATTACHED GRANT APPLICATION PROCEDURE (STATEMENT 11) LETTER OF INTEREST SHOULD BE SUBMITTED BETWEEN JANUARY 1 AND MARCH 1. SEE ATTACHED GRANT RESTRICTIONS (STATEMENT 12) BOYS AND GIRLS CLUB OF BURLINGTON INC 62 OAK STREET BURLINGTON VT 05401 N/A PC EARLY PROMISE ACADEMIC IMPROVEMENT PROGRAM INTO THE SUMMER AND CREAT LIFE GAP ENDOWMENT 5000 SPECTRUM YOUTH CENTER 31 ELMWOOD AVE BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 5000 RESOURCE 329 HARVEST LN SUITE 200 WILLISTON VT 05495 N/A PC YOUTHBUILD PROGRAM 5000 PARTNERS IN ADVENTURE INC PO BOX 8190 ESSEX VT 05451 N/A PC OPERATING SUPPORT 5000 JOHN GRAHAM HOUSING & SERVICES 69 MAIN STREET VERGENNES VT 05491 N/A PC OPERATING SUPPORT 5000 VERMONT WORKS FOR WOMEN 32A MALLETTS BAY AVENUE WINOOSKI VT 05404 N/A PC ROSIE'S GIRLS PROGRAM 7500 RONALD MCDONALD HOUSE 16 SOUTH WINOOSKI AVE BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 7500 ESSEX CHIPS 2 LINCOLN STREET 2ND FL ESSEX JCT VT 05452 N/A PC OPERATING SUPPORT 9000 COMMUNITY COLLEGE OF VT ONE ABENAKI WAY WINOOSKI VT 05404 N/A PC LIFE GAP GRANTS FOR STUDENTS 10000 NEIGHBORS IN ACTION PO BOX 157 CABOT VT 05647 N/A PC OPERATING SUPPORT 18000 FRIENDS OF FLETCHER FREE LIBRARY 235 COLLEGE STREET BURLINGTON VT 05401 N/A PC SUPPORT FOR SUMMER CHALLENGE PROGRAM 26000 KING STREET CENTER PO BOX 1615 BURLINGTON VT 05402 N/A PC OPERATING SUPPORT 30000 COMMUNITY SAILING CENTER PO BOX 64818 BURLINGTON VT 05406 N/A PC OPERATING SUPPORT 50000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT VERMONT FLOOD RELIEF PROGRAMS 50000 COTS PO BOX 1616 BURLINGTON VT 05402 N/A PC OPERATING SUPPORT 200000 433000 0 14 156 14 41605 18 39771 0 81532 0 81532 0 0 0 0 0 0 0 0 0 0 X X 1 THE VICTORIA UG BUFFUM TRUSTS C/O RAYMOND JAMES CO 880 CARILLON P SAINT PETERSBURG FL 33716 704966 X 1 2,000 SHARES - ARK INNOVATION ETF IV 115880 2025-06-04 1 6,000 SHARES AT&T INC. 167760 2025-06-04 1 800 SHARES - ISHARES SEMICONDUCTOR ETF 170896 2025-06-04 1 1,000 SHARES - MICROSOFT INC. 250430 2025-10-07 ACCOUNTING FEES 2300 0 500 GRANT APPLICATION PROCEDURE PART XIV, LINE 2B THE 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 RESTRICTIONS PART XIV, LINE 2D THE 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. 10,000SH ASANA INCORPORATED 196573 137100 5,000SH AT&T INC 139800 124200 39,370.0790SH BAIRD ULTRA SHORT BOND I 400050 398425 LEGAL FEES 5924 0 5924