Community Bank NA Foundation of New
Community Bank NA Foundation of New is a private foundation based in Williston, Vermont. It provides grants to organizations recognized under Internal Revenue Code section 501(c)(3) for various charitable purposes.
Key facts about Community Bank NA Foundation of New
In short: Community Bank NA Foundation of New gave $90K across 64 grants in 2025 (avg $1K), mostly in Vermont. 72% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 03-6016628
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $90,350
- Grants made (2025)
- 64
- Average grant
- $1,412
- Median grant
- $750
- New grantees (estimate)
- 72% first-time grantees (46 of 64, 2025)
- Total assets
- $1,639,334
- Primary geography
- Vermont (94% of itemized 2025 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- Applications must be received by the first of the month in which the trustees are meeting.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
-3.4% YoY
Annual Giving
$90K
-4.6% YoY
Grant Count
64
+33.3% YoY
Avg Grant Size
$1K
-28.5% YoY
Under IRS private-foundation payout rules, Community Bank NA Foundation of New reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Is Community Bank NA Foundation of New open to new grantees?
72%
first-time grantees, 2025
In 2025, 46 of 64 grantees (72%) were first-time recipients. First grants averaged $2K; repeat grants $928. How we count
Medians: $1K first-time, $750 repeat.
- 19% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing describes its grantmaking as supporting 501(c)(3) organizations in accomplishing various charitable purposes; it does not state a specific mission or list defined focus areas. Its 2025 grants included organizations whose own missions address areas such as sports opportunities for people with intellectual disabilities, children’s access to beds, aviation training, food access, community services, and support for people experiencing homelessness. For example, Special Olympics Vermont describes its mission as providing year-round sports training and competition for children and adults with intellectual disabilities, while Anew Place describes its mission as providing services for people experiencing homelessness.
Grantmaking
In 2025, the foundation reported 64 grants totaling $90,350. Grants ranged from $75 to $10,000, with a median grant of $750. The largest listed awards included $10,000 to Special Olympics Vermont for operations; $5,000 each to the American Red Cross, Carlos G. Otis Healthcare Center dba Grace Cottage, Habitat for Aviation, and Sleep in Heavenly Peace; and $4,000 to Common Roots.
Other listed 2025 grants included $2,500 each to First Step Recovery House, Intervale Center, Mercy Connections, and Milton Family Community Center, and $2,000 each to Anew Place and Martha’s Barn. Common Roots describes its work as providing food education, food access, and organic farming programs. Intervale Center says it strengthens community food systems that sustain farms, land, and people. These are the grantees’ descriptions of their own missions.
Review Cycle
Applications must be received by the first of the month in which the trustees are meeting.
How to Apply
The foundation does not restrict giving to preselected organizations. Grant requests should be submitted on a sponsorship/donation application form describing the organization’s mission, confirming its 501(c)(3) status, and identifying the program or event for which funding is sought. A completed Form W-9 must be attached. Grants are limited to 501(c)(3) organizations.
Ready to take the next step with Community Bank NA Foundation of New?
Geographic Focus
Where this funder awards grants
In 2025, 94% of grant dollars went to recipients in Vermont. The remaining shares went to Massachusetts (2%), New York (2%), Washington (1%), and New Hampshire (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 64 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $90K (2021) to $101K (2020). In 2025 it made 64 grants totaling $90K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Special Olympics Vermont ($10K). Together the top 10 received $44K.
Grant Size Distribution
260 grants across all recorded years
The most common grant size was under $50K: 260 grants of 260 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Special Olympics Vermont S Burlington, VT | Operations | $10,000 |
| American Red Cross Burlington, VT | Operations | $5,000 |
| Carlos G Otis Healthcare Center DBA Grace Cottage Townshend, VT | Operations | $5,000 |
| Habitat for Aviation Swanton, VT | Operations | $5,000 |
| Sleep in Heavenly Peace Jericho, VT | Operations | $5,000 |
| Common Roots Inc S Burlington, VT | Operations | $4,000 |
| First Step Recovery House Inc Colchester, VT | Operations | $2,500 |
| Intervale Center Inc Burlington, VT | Operations | $2,500 |
| Mercy Connections Inc Burlington, VT | Operations | $2,500 |
| Milton Family Community Center Milton, VT | Operations | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,639,334 | $50,494 | $108,576 | $90,350 | 64 |
| 2024 | $1,697,416 | $133,726 | $109,059 | $94,750 | 48 |
| 2023 | $1,672,749 | $66,744 | $108,749 | $94,150 | 48 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,639,334 | $1,697,416 | $1,672,749 |
| Revenue | $50,494 | $133,726 | $66,744 |
| Expenses | $108,576 | $109,059 | $108,749 |
| Qualifying Distributions | $92,200 | $96,225 | $95,550 |
| Net Investment Income | $37,656 | $121,221 | $54,683 |
| Distributable Amount | $94,186 | $88,251 | $86,148 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Erinn Perry as president, Kelly Kimball as vice president, Erin Pond as treasurer, Erica Bourgeon as secretary, and Gilbert Nieves, Jodi Tallman, Samantha Root, Sue Verro, and George Araskiewicz as trustees.
Community Bank NA Foundation of New is led by Erinn Perry, President on the 2025 filing; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Erinn Perry
President
New on the 2025 filing
2 hrs/week
No compensation reported
George Araskiewicz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Gilbert Nieves
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jodi Tallman
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Samantha Root
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Sue Verro
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Kelly Kimball
Vice President
Vice President → Vice President & Trustee, 2024
Vice President & Trustee → Vice President, 2025
On filings since 2020
2 hrs/week
No compensation reported
Erin Pond
Treasurer
Treasurer → Treasurer & Trustee, 2024
Treasurer & Trustee → Treasurer, 2025
On filings since 2022
2 hrs/week
No compensation reported
Erica Bourgeon
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Anita Bourgeois (2020–2024) — Trustee
- Former: Colleen Page (2020–2024) — Secretary & Trustee
- Former: Jonathan Roddy (2020–2024) — Trustee
- Former: Martha Davis (2020–2024) — President & Trustee
- Former: Erika Baldasaro (2023–2024) — Trustee
- Former: Barry Fauteux (2020–2022) — Trustee
- Former: Bette Smith (2020–2022) — Trustee
- Former: Elisa Blodgett (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Erin Pond Community Bank Na
Mailing address: 275 Kennedy Drive, South Burlington, VT 05403
Phone: (802) 865-1627
Frequently asked questions about Community Bank NA Foundation of New
How much does Community Bank NA Foundation of New give each year?
Community Bank NA Foundation of New gave $90K across 64 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 48 grants.
What is Community Bank NA Foundation of New's typical grant size?
Community Bank NA Foundation of New's median grant in 2025 was $750, and its average grant was $1,412, across 64 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Community Bank NA Foundation of New that year got $2K on average.
Where does Community Bank NA Foundation of New give grants?
Community Bank NA Foundation of New gives mostly in Vermont: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Burlington, VT (8 grants), S Burlington, VT (4 grants), St Albans, VT (4 grants) and Bradford, VT (3 grants).
Does Community Bank NA Foundation of New give general operating support?
Not in 2025: none of the 64 grants with a stated purpose on Community Bank NA Foundation of New's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (64 grants).
Who are Community Bank NA Foundation of New's largest grantees?
Community Bank NA Foundation of New's largest 2025 grantees include Special Olympics Vermont ($10,000), American Red Cross ($5,000) and Carlos G Otis Healthcare Center DBA Grace Cottage ($5,000), according to its 2025 IRS Form 990-PF. Together they received 22% of its itemized 2025 grant dollars.
How large is Community Bank NA Foundation of New?
Community Bank NA Foundation of New reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $92K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Community Bank NA Foundation of New fund?
The foundation’s filing describes its grantmaking as supporting 501(c)(3) organizations in accomplishing various charitable purposes; it does not state a specific mission or list defined focus areas. See mission & focus areas ↑
How do I apply for a grant from Community Bank NA Foundation of New?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Community Bank NA Foundation of New's EIN?
Community Bank NA Foundation of New's EIN (Employer Identification Number) is 03-6016628. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Community Bank NA Foundation of New by hand.
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