2024-11-15T22:07:08-06:00 2023-12-31 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990PF 2023-01-01 813868962 DORIS BUFFETT LEGACY FOUNDATION INC FKA SUNSHINE LADY HUMANITARIAN GRANTS PR DORI 6178758911 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 ALEX ROZEK PRESIDENT 6178758911 2024-11-15 1 0 JODY K BOOTH P00963825 7812459999 2024-11-15 2023 2024-10-15 13:58:12Z X X 6123120 X X 7100 7100 20035 20035 534998 944071 534998 3032 3032 565165 565165 0 0 0 8172 0 8172 8682 0 8682 472210 0 472210 2000 0 0 57693 0 57693 142338 133775 8563 691095 133775 555320 364440 364440 1055535 133775 919760 -490370 431390 60719 2335430 2335430 94900 0 0 150000 0 0 4275561 3787690 3787690 4581180 6123120 6123120 63154 0 63154 0 X 4518026 6123120 0 0 0 0 4518026 6123120 4581180 6123120 4518026 -490370 2095464 6123120 0 6123120 BOSTON OMAHA 13,810 SHS P 1995-01-02 2023-06-08 277177 131057 146120 146120 BOSTON OMAHA 3,215 SHS P 1995-01-02 2023-06-09 64527 30510 34017 34017 BOSTON OMAHA 25,975 P 1995-01-02 2023-06-12 519236 246503 272733 272733 THRU SER A GROUP A-3 INT ZERO FEE POOLED INVSTMT P 1995-01-02 2023-12-31 1023 1023 1023 THRU SER A GROUP A-3 INT ZERO FEE POOLED INVSTMT P 2023-01-02 2023-12-31 1003 -1003 -1003 SEC 1231 THRU SER A. GROUP A-3 INT ZERO POOLED INVESTMENT VEHICLE P 2022-01-02 2023-12-31 71119 71119 71119 SEC 1250 THRU SER A. GROUP A-3 INT ZERO POOLED INVESTMENT VEHICLE P 2022-01-02 2023-12-31 10989 10989 10989 534998 5996 0 5996 0 5996 4077 0 6000 0 10077 0 4081 4081 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A C VAUGHAN 6178758911 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ALEX ROZEK 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 PRESIDENT 2.00 0 0 0 SARAH KRUEGER 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 DIRECTOR 2.00 0 0 0 ILLONA CAMPBELL 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 DIRECTOR 2.00 0 0 0 SHANNA O'BERRY 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 EXECUTIVE DIRECTOR 24.00 0 0 0 0 ADMINISTRATIVE SHARED SERVICES 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 ADMINISTRATION 421046 0 NONE 0 NONE 0 0 0 94792 526435 4614051 5235278 0 0 5235278 78529 5156749 257837 257837 5996 5996 251841 5027 256868 0 256868 919760 0 919760 256868 0 0 5356608 6501599 3707924 1049085 705841 17321057 919760 0 0 0 256868 662892 0 0 17983949 0 0 0 0 0 105565 5251043 12627341 6501599 3707924 1049085 705841 905330 X 3 INDIVIDUAL GRANT RECIPIENTS C/O 3 SNOW ROAD BOX 434 MARSHFIELD MA 02050 N/A N/A - INDIVIDUAL IN INDIVIDUALS IN NEED OF ASSISTANCE 10595 ALICE PECK DAY MEMORIAL HOSPITAL 10 ALICE PECK DAY DR LEBANON NH 03766 N/A PC GENERAL SUPPORT 16083 ALICE PECK DAY MEMORIAL 10 ALICE PECK DAY DR LEBANON NH 03766 N/A PC GENERAL SUPPORT 3917 BOSTON SYMPHONY 301 MASSACHUSETTS AVENUE BOSTON MA 02115 N/A PC GENERAL SUPPORT 7500 HEARTH INC 1640 WASHINGTON STREET BOSTON MA 02118 N/A PC GENERAL SUPPORT 5000 INTERFAITH SOCIAL SERVICES 105 ADAMS STREET QUINCY MA 02169 N/A PC GENERAL SUPPORT 5000 ITALIAN HOME FOR CHILDREN 385 WESTMINSTER STREET PROVIDENCE RI 02903 N/A PC GENERAL SUPPORT 5000 LEARNING BY GIVING 3 SNOW ROAD MARSHFIELD MA 02050 N/A PF GENERAL SUPPORT 105565 NEIGHBORHOOD VILLAGES PO BO 240154 BOSTON MA 02124 N/A PC GENERAL SUPPORT 49909 POMFRET-TEAGO VOLUNTEER FIRE DEPT 2026 POMFRET ROAD NORTH POMFRET VT 05053 N/A PC GENERAL SUPPORT 400 RED SOX FOUNDATION 4 JERSEY STREET BOSTON MA 02215 N/A PC GENERAL SUPPORT 93052 RISE AND SHINE PO BOX 3177 ANNAPOLIS MD 21403 N/A PC GENERAL SUPPORT 2500 SEEDS 4 SUCCESS 921 CHESAPEAKE AVE ANNAPOLIS MD 21403 N/A PC GENERAL SUPPORT 10000 THE LIGHTHOUSE BISTRO 202 WEST ST ANNAPOLIS MD 21401 N/A PC GENERAL SUPPORT 5000 THE TWIG CARES C/O 3 SNOW ROAD MARSHFIELD MA 02050 N/A PC GENERAL SUPPORT 5000 WOODSTOCK COMMUNITY TRUST PO BOX 802 WOODSTOCK VT 05091 N/A PC GENERAL SUPPORT 39919 364440 0 14 7100 14 20035 01 3032 18 534998 0 565165 0 565165 7 US TREASURY REFUND. NOT TAXABLE IN CURRENT YEAR BECAUSE NOT 7 DEDUCTIBLE AGAINST TAXABLE INCOME IN PRIOR YEAR. 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING/INTUIT 2182 0 2182 ACCOUNTING/TAX PREP 6500 0 6500 NONE 0 LEGAL FEES - HEMENWAY & BARNES, LLP 8172 0 8172 SERIES A. GROUP A-3 INT ZERO FEE POOLED INVESTMENT VEHICLE 4275561 3590278 3590278 FURNITURE/WEBSITE 0 148156 148156 SECURITY DEPOSIT 0 25551 25551 GENERAL ADVISED FUND 0 23705 23705 INSURANCE 4493 0 4493 INTEREST EXPENSE THRU SERIES A GROUP A-3 INT ZERO FEE POOLED INVSTMT VEHICLE 98278 98278 0 ORD LOSS THRU SERIES A. GROUP A-3 INT ZERO FEE POOLED INVSTMENT VEHICLE 3199 3199 0 RRE LOSS THRU SERIES A. GROUP A-3 INT ZERO FEE POOLED INVESTMENT VEHICLE 12610 12610 0 STATE FILING FEES 35 0 35 OTH DEDUCTIONS THRU SERIES A.GROUP A-3 INT ZERO FEE POOLED INVSTMENT VEHICLE 19688 19688 0 CYBERSECURITY 4035 0 4035 OTHER INC THRU SERIES A. A-3 INT ZERO FEE POOLED INVESTMENT VEHICLE 3032 3032 3032 ASSETS RECEIVED AS A RESULT OF MERGER W/LEARNING BY GIVING, INC. 1991401 EXCESS OF FMV OVER FDN'S COST OF SECURITIES DONATED TO PUBLIC CHARITY 104063 ST LOAN PAYABLE 63154 0 WEBSITE DEVELOPMENT/TECH 6614 0 6614 ADMINISTRATIVE SHARED SERVICES 421046 0 421046 MANAGEMENT & HUMAN RESOURCE CONSULTING 0 0 0 DOCUMENTING AND ARCHIVING 1094 0 1094 PAYROLL FEES 497 0 497 CONSULTING 42959 0 42959 EXCISE TAX 2000 0 0