Community Heart & Soul Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22.9M in total assets. In 2024, it awarded 3 grants totaling $30K. Net investment income was $2.9M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.9M
+5.6% YoY
Annual Giving
$30K
-76.9% YoY
Grant Count
3
-70.0% YoY
Avg Grant Size
$10K
-23.1% YoY
About Community Heart & Soul Inc
Based on IRS filings
Community Heart & Soul Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22.9M in total assets. In 2024, it awarded 3 grants totaling $30K. Net investment income was $2.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,883,213 | $21,667,313 | $19,269,336 |
| Revenue | $3,129,564 | $3,237,228 | $5,326,037 |
| Expenses | $3,348,524 | $2,841,506 | $3,018,227 |
| Qualifying Distributions | $3,055,714 | $2,633,505 | $2,739,936 |
| Net Investment Income | $2,859,535 | $542,071 | $2,702,456 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pepperell Plus Inc ($10,000), Town of Pittsfield ($10,000), Lyons Main Street ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PEPPERELL PLUS INC PEPPERELL, MA | PEPPERELL, MA HEART AND SOUL | $10,000 |
| TOWN OF PITTSFIELD PITTSFIELD, ME | PITTSFIELD, ME HEART AND SOUL | $10,000 |
| LYONS MAIN STREET LYONS, GA | LYONS, GA HEART AND SOUL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYMAN ORTON | CHAIR | 4 | — |
| CHRISTOPHER BYRNE | SECRETARY/TREASURER | 2 | — |
| TONY WOOD | DIRECTOR | 2 | $3,000 |
| JANICE IZZI | VICE-CHAIR | 2 | — |
| JODY FRIED | DIRECTOR | 2 | $3,000 |
| MARK SHERMAN | PRESIDENT | 40 | $242,640 |
| CAROL BERTRAND | DIRECTOR OF FINANCE | 40 | $112,309 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Community Heart & Soul Inc?
Community Heart & Soul Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBURNE, VT. It holds $22.9M in total assets as of 2024.
How large is Community Heart & Soul Inc?
As of 2024, Community Heart & Soul Inc holds $22.9M in total assets with $3.1M in annual revenue. It awarded 3 grants totaling $30K in 2024.
Where does Community Heart & Soul Inc operate?
Community Heart & Soul Inc has awarded grants in Florida, Georgia, Iowa, Illinois, Kentucky, Massachusetts, Maine, Michigan, New York, Oklahoma, Pennsylvania, South Carolina, Virginia, Wyoming.
What size grants does Community Heart & Soul Inc award?
In 2024, Community Heart & Soul Inc awarded 3 grants totaling $30K — an average of about $10K per grant, based on its IRS Form 990 filings.
What is Community Heart & Soul Inc's EIN?
Community Heart & Soul Inc's EIN (Employer Identification Number) is 03-0346513. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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