Community Bank NA Foundation of New

Private foundation · Grantmaker Williston, VT EIN: 03-6016628

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.

Community Bank NA Foundation of New at a glance

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.

Annual giving (2025)
$90,350
-4.6% vs 2024
Grants made (2025)
64
+33.3% vs 2024
Average grant
$1,412
-28.5% vs 2024
Median grant
$750
Total assets
$1,639,334
-3.4% vs 2024
New grantees (estimate)
72% first-time grantees (46 of 64, 2025)
Primary geography
Vermont (94% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Community Bank NA Foundation of New

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.

Review Cycle
Applications must be received by the first of the month in which the trustees are meeting.
Deadline
Applications must be received by the first of the month in which the trustees are meeting.
Contact

Application contact: Erin Pond Community Bank Na
Mailing address: 275 Kennedy Drive, South Burlington, VT 05403
Phone: (802) 865-1627

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Community Bank NA Foundation of New funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Special Olympics Vermont: $10KSpecial Olympics Vermont$10KAmerican Red Cross: $5KAmerican Red Cross$5KCarlos G Otis Healthcare Center DBA Grace Cottage: $5KCarlos G Otis HealthcareCenter DBA Grace Cottage$5KHabitat for Aviation: $5KHabitat for Aviation$5KSleep in Heavenly Peace: $5KSleep in Heavenly Peace$5KCommon Roots Inc: $4KCommon Roots Inc$4KFirst Step Recovery House Inc: $3KFirst Step Recovery House Inc$3KIntervale Center Inc: $3KIntervale Center Inc$3KMercy Connections Inc: $3KMercy Connections Inc$3KMilton Family Community Center: $3KMilton Family Community Center$3K

The largest 2025 recipient was Special Olympics Vermont ($10K). Together the top 10 received $44K.

Grant Size Distribution

260 grants across all recorded years

260<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 260 grants of 260 (100%).

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

7states

Share of 2025 grant dollars across all 64 itemized grants.

Cities

BurlingtonRutlandSpringfieldBenningtonJerichoSouth BurlingtonBradfordSouth HeroNorthfieldSt AlbansColchesterEssex JctHinesburgBarreEnosburg FallsPittsfordSt JohnsburyWillistonWinooskiBrattleboro

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K48 grants2020 44 grants2021 56 grants2022 48 grants2023 48 grants2024 64 grants2025

From 2020 to 2025, annual grant giving ranged from $90K (2021) to $101K (2020). In 2025 it made 64 grants totaling $90K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Special Olympics Vermont S Burlington, VTOperations$10,000
American Red Cross Burlington, VTOperations$5,000
Carlos G Otis Healthcare Center DBA Grace Cottage Townshend, VTOperations$5,000
Habitat for Aviation Swanton, VTOperations$5,000
Sleep in Heavenly Peace Jericho, VTOperations$5,000
Common Roots Inc S Burlington, VTOperations$4,000
First Step Recovery House Inc Colchester, VTOperations$2,500
Intervale Center Inc Burlington, VTOperations$2,500
Mercy Connections Inc Burlington, VTOperations$2,500
Milton Family Community Center Milton, VTOperations$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,639,334$50,494$108,576$90,35064$92,200$37,656$94,186
2024$1,697,416$133,726$109,059$94,75048$96,225$121,221$88,251
2023$1,672,749$66,744$108,749$94,15048$95,550$54,683$86,148
2022$1,715,449$116,672$110,296$92,70056$92,700$99,126$94,147
2021$1,709,073$129,253$104,890$90,00044—$115,850$96,771
2020$1,684,710$49,198$115,970$101,05048—$35,806$92,463

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 September 2026.

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.

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.

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Community Bank NA Foundation of New funder profile. GrantGraph. Retrieved October 24, 2026, from https://grantable.co/funders/community-bank-na-foundation-of-new-morg_486371d0cf3e43c0a5097a4f7a8315ed

BibTeX
@misc{grantable_036016628_2026,
  author       = {{Grantable}},
  title        = {{Community Bank NA Foundation of New funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/community-bank-na-foundation-of-new-morg_486371d0cf3e43c0a5097a4f7a8315ed},
  note         = {Accessed 2026-10-24. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Community Bank NA Foundation of New's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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