2024-05-13T15:09:06-05:00 2023-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2023-01-01 043359381 COURTNEY AND VICTORIA BUFFUM FAMILY FOUNDATION COUR 8028633494 PO BOX 638 40 GEORGE STREET BURLINGTON VT 05402 THOMAS J GAUNTLETT PRESIDENT & CHAIR 8028633494 2024-05-13 1 THOMAS GAUNTLETT 999009999 0 CONNIE FELLION P01875413 8026581808 2024-05-13 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1739258 X 3074707 8359 8359 26866 26866 95161 3465684 760174 3205093 795399 0 0 0 7141 0 7141 1567 1267 300 714 714 0 112396 0 0 1000 0 1000 122818 1981 8441 3690000 3690000 3812818 1981 3698441 -607725 793418 616113 109016 109016 1518588 1644832 1630242 226872 0 0 2361573 1753848 1739258 0 0 X 0 0 0 0 2361573 1753848 2361573 1753848 2361573 1753848 2361573 -607725 0 1753848 0 1753848 PUBLICLY TRADED SECURITIES 1360882 1288716 72166 72166 PUBLICLY TRADED SECURITIES 2104802 1416794 688008 688008 760174 11029 0 11029 0 11029 51000 0 0 0 51000 0 39971 11040 28931 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 2244525 440946 0 2685471 0 0 2685471 40282 2645189 132259 132259 11029 11029 121230 0 121230 0 121230 3698441 0 3698441 121230 0 0 9545361 9545361 3698441 0 0 0 121230 3577211 0 0 13122572 0 0 0 0 0 0 0 13122572 9545361 3577211 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 5000 RESOURCE 329 HARVEST LN SUITE 200 WILLISTON VT 05495 N/A PC YOUTHBUILD PROGRAM 4000 PARTNERS IN ADVENTURE INC PO BOX 8190 ESSEX VT 05451 N/A PC OPERATING SUPPORT 5000 CAMP TA KUM TA PO BOX 459 SOUTH HERO VT 05486 N/A PC OPERATING SUPPORT 3000 VERMONT WORKS FOR WOMEN 32A MALLETTS BAY AVENUE WINOOSKI VT 05404 N/A PC ROSIE'S GIRLS PROGRAM 5000 GREEN MOUNTAIN MOBILE THERAPY 191 PROSPECT PKWY BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 3000 JOHN GRAHAM HOUSING & SERVICES 69 MAIN STREET VERGENNES VT 05491 N/A PC OPERATING SUPPORT 5000 NEIGHBORS IN ACTION PO BOX 157 CABOT VT 05647 N/A PC OPERATING SUPPORT 10000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT BASIC NEEDS AND STABLE HOMES PROGRAM 1000000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT HOUSING AND RE-ENTRY PROGRAMS 500000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT THEATER PROGRAMS 1000000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT EDUCATION PROGRAMS 1000000 COMMUNITY SAILING CENTER PO BOX 64818 BURLINGTON VT 05406 N/A PC OPERATING SUPPORT 100000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 N/A PC SUPPORT VERMONT FLOOD RELIEF PROGRAMS 50000 3690000 0 14 8359 14 26866 18 95161 0 130386 0 130386 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 3074707 X 1 5,745 SHARES OF ASTRAZENECA PLC 425532 2023-05-23 1 3,002 SHARES OF EATON CORP PLC 514423 2023-05-23 1 1,425 SHARES OF GARMIN LTD 148271 2023-05-23 1 3,445 SHARES OF MEDTRONIC PLC 300163 2023-05-23 1 2,496 SHARES OF MONDELEZ INTL 188823 2023-05-23 1 5,969 SHARES OF NEXTERA ENERGY INC 442661 2023-05-23 1 5,567 SHARES OF RAYTHEON TECHNOLOGIES CO 523743 2023-05-23 1 1,132 SHARES OF ROCKWELL AUTOMATION 315217 2023-05-23 1 1,767 SHARES OF TE CONNECTIVITY LTD 215874 2023-05-23 ACCOUNTING FEES 1567 1267 300 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 190100 2,000SH INSPIRE MEDICAL SYSTEMS 455360 406860 5,745SH ASTRAZENECA PLC 325340 386926 3,445SH MEDTRONICS PLC 293410 283799 5,969SH NEXTERA ENERGY INC 374149 362557 LEGAL FEES 7141 0 7141 STATE FILING FEES 1000 0 1000 INVESTMENT MANAGEMENT FEES 714 714 0 EXCISE TAX 112396 0 0