Community Heart & Soul Inc

Foundation · Grantmaker SHELBURNE, VT EIN: 03-0346513

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

-70.0% YoY

Avg Grant Size

$10K

-23.1% YoY

About Community Heart & Soul Inc

Based on IRS filings

Focus Areas

Arts, Culture & Humanities

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $60K (20%)

Maine $50K (17%)

Pennsylvania $40K (13%)

Georgia $30K (10%)

Illinois $20K (7%)

Massachusetts $20K (7%)

Florida $10K (3%)

Kentucky $10K (3%)

+6 more states

States

Florida Georgia Iowa Illinois Kentucky Massachusetts Maine Michigan New York Oklahoma Pennsylvania South Carolina Virginia Wyoming

Cities

AkronArmadaBridgtonCambridgeColonial BeachDawsonDubuqueDuncanGreat FallsGretnaHazardKingstonLa SalleLaramieLeominsterLincolnvilleLyonsMacedoniaMuscatinePepperell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Arts, Culture & Humanities

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.