Loconti Family Charitable Trust

Private foundation · Grantmaker Jeffersonville, VT EIN: 46-2969014

Loconti Family Charitable Trust is a private foundation, based in Jeffersonville, VT. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $190K. Net investment income was $2K.

Key facts about Loconti Family Charitable Trust

In short: Loconti Family Charitable Trust gave $190K across 1 grant in 2025 (avg $190K), mostly in Vermont. Source: 2025 IRS Form 990-PF.

EIN
46-2969014
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$190,200
Grants made (2025)
1
Average grant
$190,200
Median grant
$190,200
Primary geography
Vermont (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$190K

+31.2% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$190K

+162.3% YoY

Under IRS private-foundation payout rules, Loconti Family Charitable Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.

How Loconti Family Charitable Trust gives

  • Giving grew 67% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

MissleburyEnfieldLunenburgMorrisvilleShelburneSt JohnsburyWillistonArlingtonMendonMontpelierSouth BurlingtonFairfaxPittsfordSt AlbansVictory

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K7 grants2020 3 grants2021 7 grants2022 14 grants2023 2 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $31K (2021) to $783K (2023). In 2025 it made 1 grant totaling $190K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Humane Society of Chittenden County: $190KHumane Society of ChittendenCounty$190K

The largest 2025 recipient was Humane Society of Chittenden County ($190K).

Grant Size Distribution

27 grants across all recorded years

19<$50K6$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 27 (70%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Humane Society of Chittenden County South Burlington, VTSupport No-Kill Animal Shelter$190,200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets—$192,024$337,121
Revenue$2,467$8,751$661,437
Expenses$194,491$153,848$788,488
Qualifying Distributions$190,200$153,848$783,295
Net Investment Income$2,467$8,751$661,437
Distributable Amount$5,411$15,358$41,352

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Loconti Family Charitable Trust is led by Jaime McCutcheon, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jaime McCutcheon

    Trustee

    On filings since 2020

    10 hrs/week

    No compensation reported

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 Loconti Family Charitable Trust

How much does Loconti Family Charitable Trust give each year?

Loconti Family Charitable Trust gave $190K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 2 grants.

Where does Loconti Family Charitable Trust operate?

Loconti Family Charitable Trust has awarded grants in New Hampshire, Vermont.

How much is Loconti Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Loconti Family Charitable Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Loconti Family Charitable Trust's EIN?

Loconti Family Charitable Trust's EIN (Employer Identification Number) is 46-2969014. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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