Can I apply?
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 |
|---|---|---|---|---|
| FOOD CONNECTSBRATTLEBORO, VT | EXPANSION OF REFRIDGERATION SPACE | $10,000 | 2024 | |
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. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| 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 |
| LAND CONSERVATION PROGRAMS |
| $10,000 |
| 2025 |
| SOUTH HERO LAND TRUST -SOUTH HERO, VT | LAND CONSERVATION PROGRAMS | $10,000 | 2021 |
| FLOW OF HISTORY INCNORWICH, VT | GENERAL OPERATING SUPPORT FOR TEACHER TRAINING PROGRAM | $10,000 | 2022 |
| GRACE COTTAGE HOSPITALTOWNSHEND, VT | GENERAL OPERATING SUPPORT TO LOCAL COMMUNITY HOSPITAL | $10,000 | 2023 |
| PRESERVATION TRUST OF VERMONTMONTPELIER, VT | SUPPORT FOR WINDHAM COUNTY PROJECTS | $10,000 | 2024 |
| HISTORICAL SOCIETY OF WINDHAM COUNTYNEWFANE, VT | RESTORATION OF THE COUNTY JAIL BUILDING | $10,000 | 2024 |
| SHELBURNE FARMS -SHELBURNE, VT | EDUCATION NONPROFIT | $9,250 | 2021 |
| BULL CREEK COMMON LANDSATHENS, VT | TOWARDS PURCHASE OF LAND FOR COMMUNITY FOREST | $9,000 | 2023 |
| SOUTH HERO LAND TRUSTSOUTH HERO, VT | LAND CONSERVATION PROGRAMS | $9,000 | 2024 |
| SCHOOL FOR INTERNATIONAL TRAININGBRATTLEBORO, VT | SUPPORT FOR ACADEMICS AND EXPERIENTIAL LEARNING | $9,000 | 2024 |
| SOUTH HERO LAND TRUSTSOUTH HERO, VT | LAND CONSERVATION PROGRAMS | $9,000 | 2023 |
| GRAFTON FIREMEN'S ASSOC INCGRAFTON, VT | LOCAL FIRE SERVICES -GENERAL OPERATING SUPPORT | $8,500 | 2023 |
| CATAMOUNT FILM & ARTS -ST JOHNSBURY, VT | AFTER-SCHOOL PROGRAMS - SALARIES AND OVERHEAD | $8,000 | 2021 |
| BOARD GFUND DONATIONSGRAFTON, VT | FUND FOR SMALL GRANTS TO ORGANIZATIONS IN COMMUNITY | $8,000 | 2023 |
| BIG BROTHERS BIG SISTERS OF VTBRATTLEBORO, VT | GENERAL OPERATING EXPENSES | $8,000 | 2024 |
| WINDMILL HILL PINNACLE ASSOCIATIONSAXTONS RIVER, VT | LAND ACQUISITION | $8,000 | 2022 |
| BRATTLEBORO MUSEUM & ARTBRATTLEBORO, VT | ART MUSEUM -GENERAL OPERATING SUPPORT | $8,000 | 2022 |
| VERMONT ARTS COUNCILMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.MONTPELIER, VT | TO IMPLEMENT STRATEGIC ACTION PLAN FOR CREATIVE SECTOR | $8,000 | 2023 |
| GRAFTON FUNDGRAFTON, VT | SUPPORT FOR LOCAL NON-PROFITS | $8,000 | 2022 |
| ADVANCE VERMONTWINOOSKI, VT | SUPPORT FOR CAREER-BOOSTING CREDENTIALS PRGORAM IN WINDHAM CTY | $7,500 | 2023 |
| GOVERNOR'S INSTITUTES OF VT -MONTPELIER, VT | ANNUAL HIGH SCHOOLER LEADERSHIP AND DEVELOPMENT PROGRAM | $7,500 | 2021 |
| CONNECTICUT RIVER WATERSHED COUNCIL INCGREENFIELD, MA | EDUC. PROGRAMS RE DAM RELICENSING | $7,500 | 2022 |
| LET'S GROW KIDSMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.BURLINGTON, VT | HIGH-QUALITY CHILD CARE FOR VERMONT CHILDREN-TRAINING, TECH ASSISTANCE, GRANTMAKING TO CHILD CARE PROG. | $7,500 | 2022 |
| VERMONT COUNCIL ON RURAL DEVELOPMENTMONTPELIER, VT | LOCAL COMMUNITY PLANNING PROGRAMS | $7,500 | 2023 |
| 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.