Passumpsic Bank Charitable Fund Inc

ST JOHNSBURY, VT EIN: 87-4152098

Passumpsic Bank Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOHNSBURY, VT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $749K in total assets. In 2024, it awarded 6 grants totaling $71K. Net investment income was $197K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$749K

+41.1% YoY

Annual Giving

$71K

+135.8% YoY

Grant Count

6

+200.0% YoY

Avg Grant Size

$12K

-21.4% YoY

Under IRS private-foundation payout rules, Passumpsic Bank Charitable Fund Inc reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Passumpsic Bank Charitable Fund Inc

Based on IRS filings

Passumpsic Bank Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOHNSBURY, VT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $749K in total assets. In 2024, it awarded 6 grants totaling $71K. Net investment income was $197K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BarreCabotLyndonvilleSt Johnsbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$137K$274K$411K$548K2021202220232024
Metric202420232022
Total Assets$748,912$530,852$404,393
Revenue$369,489$93,968$380,066
Expenses$80,878$33,253$36,465
Qualifying Distributions$71,250$30,500$31,937
Net Investment Income$196,825$5,209$350,542
Distributable Amount$28,354$21,034$15,921

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$35K$53K$71K0 grants20211 grants20222 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Capstone Community Actio…$25KNortheastern Vermont Reg…$25KLocally Social Gives Inc$10KNortheast Kingdom Human …$10KHelping Other People Eve…$500Faith in Action Northern…$250

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Capstone Community Action (VT Main Street Flood Recovery Fund) ($25,000), Northeastern Vermont Regional Hospital ($25,000), Locally Social Gives Inc ($10,000).

RecipientPurposeAmount
Capstone Community Action (VT Main Street Flood Recovery Fund) Barre, VTGeneral Operating Support$25,000
Faith in Action Northern Communities Partnership Cabot, VTFlood Relief$250
Helping Other People Everyday Inc Lyndonville, VTGeneral Operating Support$500
Locally Social Gives Inc St Johnsbury, VTFlood Relief$10,000
Northeast Kingdom Human Services St Johnsbury, VTGeneral Operating Support$10,000
Northeastern Vermont Regional Hospital St Johnsbury, VTGeneral Operating Support$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Richard LyonDirector1
Roena WhitehillDirector1
Daniel KimbellDirector1
Jeffrey GilmanDirector1
Elaine BixbyDirector1
Jim KischDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Passumpsic Bank Charitable Fund Inc?

Passumpsic Bank Charitable Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST JOHNSBURY, VT. It holds $749K in total assets as of 2024.

How large is Passumpsic Bank Charitable Fund Inc?

As of 2024, Passumpsic Bank Charitable Fund Inc holds $749K in total assets with $369K in annual revenue. It awarded 6 grants totaling $71K in 2024.

Where does Passumpsic Bank Charitable Fund Inc operate?

Passumpsic Bank Charitable Fund Inc has awarded grants in Vermont.

What size grants does Passumpsic Bank Charitable Fund Inc award?

In 2024, Passumpsic Bank Charitable Fund Inc awarded 6 grants totaling $71K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Passumpsic Bank Charitable Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Passumpsic Bank Charitable Fund Inc reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Passumpsic Bank Charitable Fund Inc's EIN?

Passumpsic Bank Charitable Fund Inc's EIN (Employer Identification Number) is 87-4152098. IRS Form 990 filing data is available on this page for 2021–2024.

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

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