The Lionheart Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Lionheart Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 35-6906359

Foundation Overview

Based in South Burlington, VT, The Lionheart Charitable Trust has awarded 260 grants totaling $2,590,748 to organizations in Vermont, District of Columbia and 7 other states across the US. Individual grants range from $75 to $693,691, with a median award of $1,100.

Latest Tax Year
2023
Total Giving (all years)
$2,590,748
Total Assets
$984,234
Median Grant (all grants)
$1,100

Latest Form 990-PF Snapshot

Total Grants
23
Median Grant
$1,000
% Median Grant Decline
-33% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 30%

7 of 23 recipients (30%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Vermont

80% of all grants are concentrated in Vermont, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Vermont, funding concentrates in Burlington (36%), Milton (8%), Shelburne (7%).

Funding Trajectory
+77%

Strong 77% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Lionheart Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Shelburne Museum $2,500 Shelburne, VT, US General Support 2023
University Of Vermont $500 Burlington, VT, US General Support 2023
Milton Artist Guild $1,000 Milton, VT, US General Support 2023
Alzheimers Assn $500 Washington, DC, US General Support 2023
Smile Train $1,000 Washington, DC, US General Support 2023
Committee On Temporary Shelter $1,000 Burlington, VT, US General Support 2023
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2023
Local Motion Burlington $5,000 Burlington, VT, US General Support 2023
Planned Parenthood Of Northern Ne $1,000 Burlington, VT, US General Support 2023
Landmark College $5,000 Putney, VT, US General Support 2023
Flynn Center For Performing Arts $250 Burlington, VT, US General Support 2023
Southern Poverty Law Ctr $1,000 Montgomery, AL, US General Support 2023
Lund Family Center $515 So Burlington, VT, US General Support 2023
Vpirg $300 Montpelier, VT, US General Support 2023
Guanacaste Dry Forest Conservation $25,658 Huntington, VT, US General Support 2023
Shelburne Farms $2,500 Shelburne, VT, US General Support 2023
National Audubon Society $25,104 New York, NY, US General Support 2023
Stirling College $5,000 Craftsbury, VT, US General Support 2023
Fairbanks Museum Planetarium $5,000 St Johnsbury, VT, US General Support 2023
Elevate Youth $1,000 Barre, VT, US General Support 2023
Charlotte News $2,000 Charlotte, VT, US General Support 2023
Vermont Public Radio $1,200 Colchester, VT, US General Support 2023
John Graham Shelter $2,500 Vergennes, VT, US General Support 2023
Shelburne Museum $2,500 Shelburne, VT, US General Support 2022
Alzheimers Assn $500 Washington, DC, US General Support 2022
Smile Train $1,000 Washington, DC, US General Support 2022
Audubon Vermont $25,224 Huntington, VT, US General Support 2022
Committee On Temporary Shelter $1,000 Burlington, VT, US General Support 2022
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2022
Planned Parenthood Of Northern New $1,500 Burlington, VT, US General Support 2022
Guatemala Aid Fund $4,725 Arlington, MA, US General Support 2022
Mercy Connection $2,500 Burlington, VT, US General Support 2022
Charlotte Parks And Wildlife Refuge $500 Charlotte, VT, US General Support 2022
Landmark College $5,000 Putney, VT, US General Support 2022
Southern Poverty Law Ctr $1,000 Montgomery, AL, US General Support 2022
University Of Vermont $50,039 Burlington, VT, US General Support 2022
Uvm Medical Center $300 Burlington, VT, US General Support 2022
Lund Family Center $5,515 So Burlington, VT, US General Support 2022
Washington County Youth Svc Bureau $1,000 Barre, VT, US General Support 2022
Guanacaste Dry Forest Conservation $25,104 Huntington, VT, US General Support 2022
National Wildlife Federation $1,000 Merrifield, VA, US General Support 2022
Youth Catalytics $5,000 Charlotte, VT, US General Support 2022
Vermont Association For The Blind $100 South Burlington, VT, US General Support 2022
Vt Afghan Alliance $2,000 South Burlington, VT, US General Support 2022
Shelburne Museum $2,500 Shelburne, VT, US General Support 2022
Alzheimers Assn $500 Washington, DC, US General Support 2022
Smile Train $1,000 Washington, DC, US General Support 2022
Audubon Vermont $25,224 Huntington, VT, US General Support 2022
Committee On Temporary Shelter $1,000 Burlington, VT, US General Support 2022
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2022
Planned Parenthood Of Northern New $1,500 Burlington, VT, US General Support 2022
Guatemala Aid Fund $4,725 Arlington, MA, US General Support 2022
Mercy Connection $2,500 Burlington, VT, US General Support 2022
Charlotte Parks And Wildlife Refuge $500 Charlotte, VT, US General Support 2022
Landmark College $5,000 Putney, VT, US General Support 2022
Southern Poverty Law Ctr $1,000 Montgomery, AL, US General Support 2022
University Of Vermont $50,039 Burlington, VT, US General Support 2022
Uvm Medical Center $300 Burlington, VT, US General Support 2022
Lund Family Center $5,515 So Burlington, VT, US General Support 2022
Washington County Youth Svc Bureau $1,000 Barre, VT, US General Support 2022
Guanacaste Dry Forest Conservation $25,104 Huntington, VT, US General Support 2022
National Wildlife Federation $1,000 Merrifield, VA, US General Support 2022
Youth Catalytics $5,000 Charlotte, VT, US General Support 2022
Vermont Association For The Blind $100 South Burlington, VT, US General Support 2022
Vt Afghan Alliance $2,000 South Burlington, VT, US General Support 2022
Shelburne Museum $2,500 Shelburne, VT, US General Support 2022
Alzheimers Assn $500 Washington, DC, US General Support 2022
Smile Train $1,000 Washington, DC, US General Support 2022
Audubon Vermont $25,224 Huntington, VT, US General Support 2022
Committee On Temporary Shelter $1,000 Burlington, VT, US General Support 2022
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2022
Planned Parenthood Of Northern New $1,500 Burlington, VT, US General Support 2022
Guatemala Aid Fund $4,725 Arlington, MA, US General Support 2022
Mercy Connection $2,500 Burlington, VT, US General Support 2022
Charlotte Parks And Wildlife Refuge $500 Charlotte, VT, US General Support 2022
Landmark College $5,000 Putney, VT, US General Support 2022
Southern Poverty Law Ctr $1,000 Montgomery, AL, US General Support 2022
University Of Vermont $50,039 Burlington, VT, US General Support 2022
Uvm Medical Center $300 Burlington, VT, US General Support 2022
Lund Family Center $5,515 So Burlington, VT, US General Support 2022
Washington County Youth Svc Bureau $1,000 Barre, VT, US General Support 2022
Guanacaste Dry Forest Conservation $25,104 Huntington, VT, US General Support 2022
National Wildlife Federation $1,000 Merrifield, VA, US General Support 2022
Youth Catalytics $5,000 Charlotte, VT, US General Support 2022
Vermont Association For The Blind $100 South Burlington, VT, US General Support 2022
Vt Afghan Alliance $2,000 South Burlington, VT, US General Support 2022
Shelburne Museum $2,500 Shelburne, VT, US General Support 2021
Milton Artist Guild $2,500 Milton, VT, US General Support 2021
Alzheimers Assn $1,500 Washington, DC, US General Support 2021
Smile Train $1,000 Washington, DC, US General Support 2021
Cots $1,000 Burlington, VT, US General Support 2021
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2021
Local Motion Burlington $1,500 Burlington, VT, US General Support 2021
Guatemala Aid Fund $1,500 Arlington, MA, US General Support 2021
Mercy Connection $1,000 Burlington, VT, US General Support 2021
Vermont Community Foundation $693,691 Middlebury, VT, US General Support 2021
Vt Women's Fund $500 Middlebury, VT, US General Support 2021
Charlotte Parks And Wildlife Refuge $500 Charlotte, VT, US General Support 2021
Landmark College $5,000 Putney, VT, US General Support 2021
Vermont River Conservancy $1,000 Montpelier, VT, US General Support 2021
National Audubon Society $100 New York, NY, US General Support 2021
Uvm Medical Center $100,000 Burlington, VT, US General Support 2021
Flynn Center For Performing Arts $250 Burlington, VT, US General Support 2021
Southern Poverty Law Ctr $1,000 Montgomery, AL, US General Support 2021
Anti Defamation League $1,500 Boston, MA, US General Support 2021
University Of Vermont $300 Burlington, VT, US General Support 2021
Uvm Medical Center $103,913 Burlington, VT, US General Support 2021
Chittenden Co Humane Society $550 South Burlington, VT, US General Support 2021
Vermont Family Network $1,000 Williston, VT, US General Support 2021
Outright Vt $500 Burlington, VT, US General Support 2021
Washington County Youth Svc Bureau $2,000 Montpelier, VT, US General Support 2021
Vermont Community Foundation $19,508 Middlebury, VT, US General Support 2021
Shelburne Farms $75 Shelburne, VT, US General Support 2021
National Wildlife Federation $1,000 Merrifield, VA, US General Support 2021
National Audubon Society $25,225 New York, NY, US General Support 2021
Healing Winds Vermont $500 Burlington, VT, US General Support 2021
Vermont Bar Foundation $1,500 Montpelier, VT, US General Support 2021
Hinesburg Artist Series $4,000 Hinesburg, VT, US General Support 2021
Aclu Foundation Of Vt $10,108 Monteplier, VT, US General Support 2021
The Nature Conservancy $100 Arlington, VA, US General Support 2021
United Way Of Lamoille County $250 Morrisville, VT, US General Support 2021
Planned Parenthood Federation Ameri $500 New York, NY, US General Support 2021
Warmth Support Program $100 Burlington, VT, US General Support 2021
Lets Grow Kids $2,500 Burlington, VT, US General Support 2021
Gramercy Park Block Foundation $25,000 New York City, NY, US General Support 2021
Jumpstart For Young Children Inc $200 Boston, MA, US General Support 2021
Shelburne Museum $2,500 Shelburne, VT, US General Support 2020
Vt Public Radio $1,200 Colchester, VT, US General Support 2020
Milton Artist Guild $31,000 Milton, VT, US General Support 2020
World Wildlife Fund $5,000 Washington, DC, US General Support 2020
Smile Train $1,000 Washington, DC, US General Support 2020
Cots $500 Burlington, VT, US General Support 2020
Lake Champlain Committee $1,000 Burlington, VT, US General Support 2020
Gen Stannard House Restor Co Milton $250 Milton, VT, US General Support 2020
Old Spokes Home Bike Recycle $5,000 Burlington, VT, US General Support 2020
Vt Women's Fund $600 Middlebury, VT, US General Support 2020
Landmark College $7,500 Putney, VT, US General Support 2020
Charlotte Land Trust $1,000 Charlotte, VT, US General Support 2020
Flynn Center For Performing Arts $25,000 Burlington, VT, US General Support 2020
Vna Hospice Of Chittenden County $1,500 Colchester, VT, US General Support 2020
Southern Poverty Law Ctr $1,500 Montgomery, AL, US General Support 2020
University Of Vermont $50,313 Burlington, VT, US General Support 2020
Uvm Medical Center $100,000 Burlington, VT, US General Support 2020
Lund Family Center $5,000 So Burlington, VT, US General Support 2020
John Kent Memorial Fund $10,000 Burlington, VT, US General Support 2020
Vermont Community Foundation $200,000 Middlebury, VT, US General Support 2020
Experimental Aircraft Assoc Chapter $1,500 Swanton, VT, US General Support 2020
Charlotte Congregational Church $500 Charlotte, VT, US General Support 2020
Outright Vt $1,000 Burlington, VT, US General Support 2020
Washington County Youth Svc Bureau $1,000 Montpelier, VT, US General Support 2020
Vpirg $300 Montpelier, VT, US General Support 2020
Guanacaste Dry Forest Conservation $1,000 Huntington, VT, US General Support 2020
Vermont Community Foundation $249,911 Middlebury, VT, US General Support 2020
Love Light Compassion Foundation In $500 Shelburne, VT, US General Support 2020
Community Foundation Of New Jersey $100,033 Morristown, NJ, US General Support 2020
Shelburne Farms $75 Shelburne, VT, US General Support 2020
Shelburne Museum $2,500 Shelburne, VT, US General Support 2018
University Of Vermont $2,500 Burlington, VT, US General Support 2018
Milton Artist Guild $2,000 Milton, VT, US General Support 2018
Bryan Memorial Gallery $100 Jeffersonville, VT, US General Support 2018
Vermont Arts Council $1,000 Montpelier, VT, US General Support 2018
North Country Animal League $2,500 Morrisville, VT, US General Support 2018
World Wildlife Fund $3,000 Washington, DC, US General Support 2018
Alzheimers Assn $2,500 Washington, DC, US General Support 2018
Milton Historical Society $400 Milton, VT, US General Support 2018
Milton Family Community Center $1,000 Milton, VT, US General Support 2018
Burlington City Arts $1,000 Burlington, VT, US General Support 2018
Flight Experience For Youth $2,000 Warren, VT, US General Support 2018
Humane Society $1,500 South Burlington, VT, US General Support 2018
Guatemala Aid Fund $1,000 Arlington, MA, US General Support 2018
Mercy Connection $1,000 Burlington, VT, US General Support 2018
Milton Youth Coalition $600 Milton, VT, US General Support 2018
Old Spokes Home Bike Recycle $10,000 Burlington, VT, US General Support 2018
Lake Champlain Regional Chmbr Comme $500 Burlington, VT, US General Support 2018
Landmark College $10,000 Putney, VT, US General Support 2018
Nami Vermont $500 Williston, VT, US General Support 2018
Town Of Charlotte $500 Charlotte, VT, US General Support 2018
Essex Westford School District $798 Essex Junction, VT, US General Support 2018
Uvm Wellness $2,500 Burlington, VT, US General Support 2018
Uvm Student Government $500 Burlington, VT, US General Support 2018
Vt Crafts Council $500 Montpelier, VT, US General Support 2018
Vermont Police Canine Association $1,000 Colchester, VT, US General Support 2018
Uvm Medical Center $50,000 Burlington, VT, US General Support 2018
Sara Holbrook Community Center $1,000 Burlington, VT, US General Support 2018
Stem Challenge $500 St Albans, VT, US General Support 2018
Shelburne Museum $2,500 Shelburne, VT, US General Support 2017
Vt Public Radio $5,400 Colchester, VT, US General Support 2017
Milton Firefighters Assn $1,000 Milton, VT, US General Support 2017
University Of Vermont $25,000 Burlington, VT, US General Support 2017
Milton Artist Guild $8,500 Milton, VT, US General Support 2017
North Country Animal League $2,500 Morrisville, VT, US General Support 2017
Milton Historical Society $200 Milton, VT, US General Support 2017
Milton Family Community Center $1,500 Milton, VT, US General Support 2017
Smile Train $4,000 Washington, DC, US General Support 2017
Burlington City Arts $1,500 Burlington, VT, US General Support 2017
Audubon Vermont $1,000 Huntington, VT, US General Support 2017
Cots $2,500 Burlington, VT, US General Support 2017
Futures Without Violence $1,500 San Franciso, CA, US General Support 2017
Green Mountain Habitat $1,500 Williston, VT, US General Support 2017
Humane Society $1,000 South Burlington, VT, US General Support 2017
Lake Champlain Committee $3,500 Burlington, VT, US General Support 2017
Local Motion Burlington $1,500 Burlington, VT, US General Support 2017
Natural Resources Defense Council $1,500 Albany, NY, US General Support 2017
Vermont Foodbank $1,500 Barre, VT, US General Support 2017
Vt Red Cross $1,500 Burlington, VT, US General Support 2017
Guatemala Aid Fund $1,000 Arlington, MA, US General Support 2017
Mercy Connection $1,000 Burlington, VT, US General Support 2017
Old Spokes Home Bike Recycle $5,000 Burlington, VT, US General Support 2017
Vt Refugee Resettlement Program $1,500 Colchester, VT, US General Support 2017
Burlington Meals On Wheels $500 Burlington, VT, US General Support 2017
Landmark College $10,000 Putney, VT, US General Support 2017
Vermont River Conservancy $1,000 Montpelier, VT, US General Support 2017
Blue Sky Project $1,000 Mill Valley, CA, US General Support 2017
Boys And Girls Club Of Burlington V $1,000 Burlington, VT, US General Support 2017
Cvoeo $1,500 Burlington, VT, US General Support 2017
Charlotte Land Trust $500 Charlotte, VT, US General Support 2017
Chittenden Emergency Food Shelf $1,500 Burlington, VT, US General Support 2017
Flynn Theater $5,000 Burlington, VT, US General Support 2017
Nami Vermont $500 Williston, VT, US General Support 2017
Nga Vt $500 Essex Junction, VT, US General Support 2017
Resource Vermont $1,500 Burlington, VT, US General Support 2017
Vermont Humanities Council $1,500 Montpelier, VT, US General Support 2017
Vermont Land Trust $1,500 Montpelier, VT, US General Support 2017
Vermont Sustainable Jobs Fund $1,500 Montpelier, VT, US General Support 2017
Vna Hospice Of Chittenden County $1,500 Colchester, VT, US General Support 2017
Southern Poverty Law Ctr $1,500 Montgomery, AL, US General Support 2017
Vt Womens Fund $3,000 Middlebury, VT, US General Support 2017
Town Of Charlotte $1,000 Charlotte, VT, US General Support 2017
Anti Defamation League $1,500 Boston, MA, US General Support 2017
Shelburne Museum $2,500 Shelburne, VT, US General Support 2016
Vt Public Radio $10,000 Colchester, VT, US General Support 2016
Milton Firefighters Assn $1,000 Milton, VT, US General Support 2016
Milton Artist Guild $1,000 Milton, VT, US General Support 2016
Vermont Arts Council $250 Montpelier, VT, US General Support 2016
North Country Animal League $2,750 Morrisville, VT, US General Support 2016
World Wildlife Fund $3,000 Washington, DC, US General Support 2016
Alzheimers Assn $2,500 Washington, DC, US General Support 2016
Milton Historical Society $200 Milton, VT, US General Support 2016
Smile Train $2,000 Washington, DC, US General Support 2016
Best Friends $3,000 Kanab, UT, US General Support 2016
Audubon Vermont $500 Huntington, VT, US General Support 2016
Cots $600 Burlington, VT, US General Support 2016
Flight Experience For Youth $1,000 Warren, VT, US General Support 2016
Humane Society $1,000 South Burlington, VT, US General Support 2016
Mahana Magic Fdn $1,000 Burlington, VT, US General Support 2016
Mercy Connection $1,000 Burlington, VT, US General Support 2016
Milton Youth Coalition $500 Milton, VT, US General Support 2016
National Alliance On Mental Illness $500 Williston, VT, US General Support 2016
Vt Ibutwa Initiative $250 Burlington, VT, US General Support 2016
Bull Terrier Rescue Inc $300 San Francisco, CA, US General Support 2016
Burlington Meals On Wheels $500 Burlington, VT, US General Support 2016
Charlotte Parks And Wildlife Refuge $500 Charlotte, VT, US General Support 2016
Charlotte-shelburne Rotary Club $200 Shelburne, VT, US General Support 2016
Essex Student Activities $700 Essex Junction, VT, US General Support 2016
Lake Champlain Regional Chmbr Comme $500 Burlington, VT, US General Support 2016
Landmark College $10,000 Putney, VT, US General Support 2016
Vermont River Conservancy $500 Montpelier, VT, US General Support 2016
Travis Roy Foundation $300 Boston, MA, US General Support 2016
Uvm Children's Hospital $3,000 Burlington, VT, US General Support 2016
Community Sailing Center $100 Burlington, VT, US General Support 2016

Foundations Similar to The Lionheart Charitable Trust

Discover 5 foundations with comparable assets ($764,721-$1,078,471), similar grant patterns, and geographic focus in VT that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-0529679 | 160 grants awarded
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$1,025
median grant
Weston, VT
Same state
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EIN: 22-2783771 | 291 grants awarded
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$1,000
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Bondville, VT
Same state
96%
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EIN: 46-1742077 | 204 grants awarded
$1,078,471
(≈ Similar)
$2,000
median grant
Shelburne, VT
Same state
95%
Excellent match

EIN: 03-6004866 | 425 grants awarded
$780,558
(↓ Smaller)
$1,500
median grant
Ascutney, VT
Same state
90%
Excellent match

EIN: 45-4099456 | 264 grants awarded
$764,721
(↓ Smaller)
$1,000
median grant
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Same state
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Contact Information

Official contact details for The Lionheart Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 35-6906359
Website http://lionheartcharitabletrust.com
Address 228 AVIATION AVE S Burlington, VT 05403-6029

Key People (2)

Board members, trustees, and key staff who oversee The Lionheart Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Adam L Alpert
Trustee Briar L Alpert

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Lionheart Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

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Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.