The Lionheart Charitable Trust
The Lionheart Charitable Trust is a private foundation based in South Burlington, Vermont. Its stated aim is to protect the environment and help underserved people in its community, with support described for environmental initiatives, education, research, and cultural projects.
The Lionheart Charitable Trust at a glance
In short: The Lionheart Charitable Trust gave $161K across 33 grants in 2025 (avg $5K), mostly in Vermont. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $161,445
- +17.6% vs 2024
- Grants made (2025)
- 33
- +26.9% vs 2024
- Average grant
- $4,892
- -7.3% vs 2024
- Median grant
- $2,500
- Total assets
- $1,003,900
- +3452.2% vs 2024
- New grantees (estimate)
- 45% first-time grantees (15 of 33, 2025)
- Primary geography
- Vermont (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Lionheart Charitable Trust
- How to Apply
-
Contact Briar Alpert. Applications must be submitted in writing through a 501(c)(3) organization or public charity.
- Contact
Application contact: Briar Alpert
Mailing address: 228 Aviation Avenue, South Burlington, VT 05403
Phone: (802) 750-1603
Website: https://lionheart.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Lionheart Charitable Trust
Who The Lionheart Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was National Audubon Society ($33K). Together the top 10 received $120K.
Grant Size Distribution
143 grants across all recorded years
The most common grant size was under $50K: 139 grants of 143 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 71% of grant dollars went to recipients in Vermont, 22% to New York, 3% each to Massachusetts and Connecticut, and 1% to the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 33 itemized grants.
States
Cities
Is The Lionheart Charitable Trust open to new grantees?
45%
first-time grantees, 2025
In 2025, 15 of 33 grantees (45%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count
Medians: $3K first-time, $2K repeat.
- 42% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 698% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $91K (2023) to $1.0M (2021). In 2025 it made 33 grants totaling $161K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Audubon Society New York, NY | General Support | $33,403 |
| Guanacaste Dry Forest Conservation Huntington, VT | General Support | $24,992 |
| Building Burlingtons Future Burlington, VT | General Support | $20,000 |
| Pathways Vermont South Burlington, VT | General Support | $10,000 |
| Vermont Public Radio Colchester, VT | General Support | $6,200 |
| Flynn Center for Performing Arts Burlington, VT | General Support | $5,250 |
| Guatemala Aid Fund Arlington, MA | General Support | $5,000 |
| Landmark College Putney, VT | General Support | $5,000 |
| Boys and Girls Club of Burlington V Burlington, VT | General Support | $5,000 |
| Age Well Middlebury, VT | General Support | $5,000 |
Ready to take the next step with The Lionheart Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,003,900 | $2,262,489 | $165,850 | $161,445 | 33 | $164,545 | $1,030,039 | $23,571 |
| 2024 | $28,261 | $232,894 | $140,577 | $137,247 | 26 | $140,247 | $83,874 | $45,958 |
| 2023 | $32,641 | $44,176 | $95,495 | $90,527 | 23 | $93,567 | $44,176 | $49,195 |
| 2022 | $33,648 | $32,196 | $140,325 | $136,507 | 21 | $139,787 | $32,196 | $55,907 |
| 2021 | $42,282 | $120,753 | $1,028,430 | $1,015,870 | 40 | $1,019,110 | $17,153 | $66,360 |
| 2020 | $265,087 | $648,813 | $809,072 | $805,682 | 30 | — | $572,978 | $86,100 |
| 2019 | $103,593 | $227,018 | $151,698 | $148,498 | 22 | — | $37,085 | $116,278 |
Under IRS private-foundation payout rules, The Lionheart Charitable Trust reported a distributable amount of $24K 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 Trust’s stated mission is to protect the environment and help underserved people in its community. Its 2025 grants show support for organizations working in conservation, human services, education, youth programs, public media, and the arts. For example, the National Audubon Society describes its mission as working toward a future where birds thrive across the Americas; Pathways Vermont says it works to end homelessness in Vermont and provide mental health alternatives; and Shelburne Museum says it provides educational museum experiences.
Grantmaking
In 2025, the Trust reported 33 grants totaling $161,445. Awards ranged from $200 to $33,403, with a median of $2,500. Its largest grants included $33,403 to the National Audubon Society, $24,992 to Guanacaste Dry Forest Conservation, $20,000 to Building Burlington’s Future, and $10,000 to Pathways Vermont. These grants were reported for general support.
Applications must be in writing through 501(c)(3) organizations and public charities. Grants are distributed to public charities, not individuals. The Trust states that it makes grants to IRS-recognized public charities for charitable, scientific, literary, religious, and educational purposes, and does not engage in direct charitable activities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Adam L. Alpert and Briar L. Alpert as trustees.
The Lionheart Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam L Alpert
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Briar L Alpert
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Former officers (1)
- Former: Jamie A Alpert (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 The Lionheart Charitable Trust
How much does The Lionheart Charitable Trust give each year?
The Lionheart Charitable Trust gave $161K across 33 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $137K across 26 grants.
What is The Lionheart Charitable Trust's typical grant size?
The Lionheart Charitable Trust's median grant in 2025 was $2,500, and its average grant was $4,892, across 33 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Lionheart Charitable Trust that year got $4K on average.
Where does The Lionheart Charitable Trust give grants?
The Lionheart Charitable Trust gives mostly in Vermont: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (22%). The most frequent recipient cities were Burlington, VT (9 grants), New York, NY (2 grants), South Burlington, VT (2 grants) and Shelburne, VT (2 grants).
Does The Lionheart Charitable Trust give general operating support?
Yes: 100% of The Lionheart Charitable Trust's 2025 grants with a stated purpose (33 of 33) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Lionheart Charitable Trust's largest grantees?
The Lionheart Charitable Trust's largest 2025 grantees include National Audubon Society ($33,403), Guanacaste Dry Forest Conservation ($24,992) and Building Burlingtons Future ($20,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is The Lionheart Charitable Trust?
The Lionheart Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $165K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
What does The Lionheart Charitable Trust fund?
The Trust’s stated mission is to protect the environment and help underserved people in its community. Its 2025 grants show support for organizations working in conservation, human services, education, youth programs, public media, and the arts. See mission & focus areas ↑
How do I apply for a grant from The Lionheart Charitable Trust?
Contact Briar Alpert. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lionheart Charitable Trust's EIN?
The Lionheart Charitable Trust's EIN (Employer Identification Number) is 35-6906359. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
Explore Open Grants
Browse active grant opportunities in The Lionheart Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Lionheart Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-lionheart-charitable-trust-morg_1140ec7a974348b08a0abb136ce43d11
BibTeX
@misc{grantable_356906359_2026,
author = {{Grantable}},
title = {{The Lionheart Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lionheart-charitable-trust-morg_1140ec7a974348b08a0abb136ce43d11},
note = {Accessed 2026-10-16. 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 The Lionheart Charitable Trust'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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