Community Bank Na Foundation of New

WILLISTON, VT EIN: 03-6016628

Community Bank NA Foundation of New England is a private foundation based in Williston, Vermont. The foundation provides grants to IRC Section 501(c)(3) organizations for various charitable purposes across the New England region.

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Vermont
  • New Hampshire
  • Massachusetts

Grant Distribution by State

7states

Cities

AgawamArlingtonBakersfieldBarreBenningtonBensonBradfordBrandonBrattleboroBrooklynBurlingtonCastletonColchesterCraftsbury CenterEast CorinthEast HardwickEnfieldEnosburg FallsEssexEssex Jct

Financial History

Multi-year comparison from IRS filings

Total Assets: $1,639,334

Total Annual Giving: $90,350

Revenue (2024): $134,000

Expenses (2024): $109,000

Tax-Exempt Status: Designated as a 501(c)(3) organization since June 1968

EIN: 03-6016628

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$74K$110K$147K202020212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$51K$76K$101K48 grants202044 grants202156 grants202248 grants202348 grants202464 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SPECIAL OLYMPICS VERMONT$10KAMERICAN RED CROSS$5KCARLOS G OTIS HEALTHCARE…$5KHABITAT FOR AVIATION$5KSLEEP IN HEAVENLY PEACE$5KCOMMON ROOTS INC$4KFIRST STEP RECOVERY HOUS…$3KINTERVALE CENTER INC$3KMERCY CONNECTIONS INC$3KMILTON FAMILY COMMUNITY …$3K

Grant Size Distribution

240 grants across all recorded years

240<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Special Olympics Vermont ($10,000), American Red Cross ($5,000), Carlos G Otis Healthcare Center Dba Grace Cottage ($5,000).

RecipientPurposeAmount
1LT DOOLEY LEGACY FUND INC WILMINGTON, VTOPERATIONS$750
A PLACE FOR GRACE KITTY RESCUE ST ALBANS, VTOPERATIONS$250
A SHOT FOR LIFE INC WATERTOWN, MAOPERATIONS$1,000
AMERICAN RED CROSS BURLINGTON, VTOPERATIONS$5,000
ANEW PLACE INC BURLINGTON, VTOPERATIONS$2,000
AUNT DOT'S PLACE INC ESSEX JUNCTION, VTOPERATIONS$500
BENNINGTON MUSEUM INC BENNINGTON, VTOPERATIONS$1,000
BENNINGTON PROJECT INDEPENDENCE INC BENNINGTON, VTOPERATIONS$750
BLANKETS OF HOPE INC BROOKLYN, NYOPERATIONS$1,500
BOYS AND GIRLS CLUB OF BURLINGTON INC BURLINGTON, VTOPERATIONS$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
ERINN PERRYPRESIDENT2
KELLY KIMBALLVICE PRESIDENT2
ERIN PONDTREASURER2
ERICA BOURGEONSECRETARY1
GILBERT NIEVESTRUSTEE1
JODI TALLMANTRUSTEE1
SAMANTHA ROOTTRUSTEE1
SUE VERROTRUSTEE1
GEORGE ARASKIEWICZTRUSTEE1

Contact Information

Address: 28 Cottonwood Drive, Williston, VT 05495

Frequently Asked Questions

What does Community Bank Na Foundation of New fund?

The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Community Bank Na Foundation of New?

**Grant Amounts:** Typical awards range from $75 to $35,000. **Recent Grant Activity:** Recent grants documented include: • $750 to Greater Bennington Interfaith Community Services (2024) for operations • $500 to Shelburne Leaders (2024) for operations **Total Annual Giving:** $90,350 (based on most recent filing)

Where does Community Bank Na Foundation of New make grants?

The foundation primarily funds organizations in: • Vermont • New Hampshire • Massachusetts

What size grants does Community Bank Na Foundation of New award?

In 2025, Community Bank Na Foundation of New awarded 64 grants totaling $90K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Community Bank Na Foundation of New required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Community Bank Na Foundation of New reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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