Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $2,506,504 | $2,976,716 | $1,256,273 | $17,333,550 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 22% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CONTRIBUTIONS - SEE ATTACHED STATEMENTGRAFTON, VT | CHARITABLE/EDUCATIONAL | $384,850 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Lerner | EXECUTIVE DIRECTOR | 40.00 | $124,615 |
| Robert Donald | PRESIDENT/CFO (END FY25) | 40.00 | $85,069 |
| William Kuhnert | CFO (START FY25) | 40.00 | $33,846 |
| Lisa Ventriss | CHAIR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $10,927,283 |
| FY2024 | 990-PF | $2,200,411 | $2,839,855 | $1,264,742 | $20,461,243 | $16,279,292 |
| FY2023 | 990-PF | $2,534,450 | $2,676,512 | $1,253,441 | $18,614,532 | $16,494,052 |
| FY2022 | 990-PF | $2,398,908 | $2,329,611 | $1,090,046 | $18,476,181 | $18,187,735 |
| FY2021amended | 990-PF | $2,933,297 | $2,443,850 | $1,156,114 | $19,409,796 | $18,888,011 |
| FY2020 | 990-PF | $2,977,325 | $2,678,699 | $1,245,442 | $19,266,261 | $17,447,059 |
| FY2019 | 990-PF | $2,687,927 | $2,903,784 | $1,241,438 | $21,754,516 | $20,522,672 |
| FY2018 | 990-PF | $2,623,512 | $2,914,301 | $1,288,797 | $34,014,670 | $22,532,229 |
| FY2017 | 990-PF | $1,193,934 | $2,971,780 | $1,302,597 | $35,098,428 | $23,847,122 |
| FY2016 | 990-PF | $9,496,956 | $3,092,675 | $1,110,883 | $44,128,627 | $32,329,416 |
| CHARITABLE/EDUCATIONAL |
| $354,594 |
| 2019 |
| CONTRIBUTIONS - SEE ATTACHED STATEMENTGRAFTON, VT | CHARITABLE/EDUCATIONAL | $316,758 | 2018 |
| CONTRIBUTIONS - SEE ATTACHED STATEMENTGRAFTON, VT | CHARITABLE/EDUCATIONAL | $299,554 | 2017 |
| CONTRIBUTIONS - SEE ATTACHED STATEMENTGRAFTON, VT | CHARITABLE/EDUCATIONAL | $198,941 | 2016 |
| CRO PLANNING & DESIGNBURLINGTON, VT | GENERAL OPERATING SUPPORT | $40,205 | 2025 |
| ST JOHNSBURY ACADEMY -ST JOHNSBURY, VT | GENERAL OPERATING SUPPORT, FINANCIAL AID | $28,000 | 2021 |
| GRACE COTTAGE FOUNDATION -TOWNSHEND, VT | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $26,500 | 2021 |
| FLOW OF HISTORY INCNORWICH, VT | GENERAL OPERATING SUPPORT FOR TEACHER TRAINING PROGRAM | $20,000 | 2023 |
| GRAFTON PUBLIC LIBRARYGRAFTON, VT | LOCAL LIBRARY -GENERAL OPERATING SUPPORT | $14,949 | 2025 |
| GRAFTON PUBLIC LIBRARYGRAFTON, VT | LOCAL LIBRARY -GENERAL OPERATING SUPPORT | $14,500 | 2023 |
| NEXT STAGE ARTS PROJECTPUTNEY, VT | LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES | $14,500 | 2023 |
| GRACE COTTAGE HOSPITALTOWNSHEND, VT | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $13,500 | 2025 |
| GRAFTON FIREMEN'S ASSOC INCGRAFTON, VT | LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT | $12,176 | 2022 |
| VERMONT SYMPHONY ORCHESTRABURLINGTON, VT | PERFORMANCE UNDERWRITING | $12,000 | 2025 |
| VARIOUSGRAFTON, VT | GENERAL SUPPORT | $11,870 | 2024 |
| GRACE COTTAGE FOUNDATIONTOWNSHEND, VT | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $11,000 | 2023 |
| GRACE COTTAGE HOSPITALTOWNSHEND, VT | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $11,000 | 2024 |
| VERMONT FOODBANKBARRE, VT | SUPPORT FOR FOOD PROGRAMS | $10,800 | 2024 |
| NEXT STAGE ARTS PROJECTPUTNEY, VT | LOCAL ARTS ORGANIZATION-SUPPORT FOR SUMMER SERIES | $10,500 | 2025 |
| GRAFTON FUND DONATIONSGRAFTON, VT | GENERAL OPERATING SUPPORT | $10,000 | 2025 |
| SOUTH HERO LAND TRUSTSOUTH HERO, VT | LAND CONSERVATION PROGRAMS | $10,000 | 2022 |
| PRESERVATION TRUST OF VERMONTMONTPELIER, VT | SUPPORT FOR WINDHAM COUNTY PROJECTS | $10,000 | 2025 |
| ADVANCE VERMONT -WINOOSKI, VT | TO PROMOTE EDUCATION AND EMPLOYMENT OPPORTUNITIES | $10,000 | 2021 |
| LET'S GROW KIDS -BURLINGTON, VT | HIGH-QUALITY CHILD CARE FOR VERMONT CHILDREN-TRAINING, TECH ASSISTANCE, GRANTMAKING TO CHILD | $10,000 | 2021 |
| 2.00 |
| $0 |
| Ellen Mcculloch-Lovell | VICE CHAIR | 2.00 | $0 |
| Suzanne Welch | TREASURER | 4.00 | $0 |
| William Bruett | TRUSTEE | 8.00 | $0 |
| Jeffrey Smith | TRUSTEE | 2.00 | $0 |
| Robin Stern | TRUSTEE | 2.00 | $0 |
| Robert Reese | TRUSTEE | 2.00 | $0 |
| Dennis D'Amico | TRUSTEE | 2.00 | $0 |
| Alan Yuspeh | TRUSTEE | 2.00 | $0 |
| Tim Briglin | TRUSTEE | 2.00 | $0 |
| Peter Kunin | TRUSTEE | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Mar 31, 2024IRS bulk XML
Filing id 202540459349100704
Form 990-PF · FY2023 · period ending Mar 31, 2023IRS bulk XML
Filing id 202420459349100007
Form 990-PF · FY2022 · period ending Mar 31, 2022
Filing id 202300459349100700
Form 990-PF · FY2021 · period ending Mar 31, 2021 · amended
Filing id 202230529349100553
Form 990-PF · FY2020 · period ending Mar 31, 2020
Filing id 202140399349100004
Form 990-PF · FY2019 · period ending Mar 31, 2019
Filing id 202030309349100113
Form 990-PF · FY2018 · period ending Mar 31, 2018
Filing id 201900439349100200
Form 990-PF · FY2017 · period ending Mar 31, 2017
Filing id 201800459349100605
Form 990-PF · FY2016 · period ending Mar 31, 2016
Filing id 201720419349100302
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.