The Lionheart Charitable Trust
The Lionheart Charitable Trust is a private foundation based in South Burlington, Vermont. The organization operates as a family foundation focused on philanthropic giving across education, human services, and voluntarism.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$28K
-13.4% YoY
Annual Giving
$137K
+51.6% YoY
Grant Count
26
+13.0% YoY
Avg Grant Size
$5K
+34.1% YoY
Under IRS private-foundation payout rules, The Lionheart Charitable Trust reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's grant-making priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily directs funding toward Vermont, the District of Columbia, and Virginia.
Grantmaking
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Geographic Focus
Where this funder awards grants
Primary funding regions include:
- Vermont
- District of Columbia
- Virginia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $28,261
- Total Giving: $137,247
- Location: 228 Aviation Avenue, South Burlington, VT 05403
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,261 | $32,641 | $33,648 |
| Revenue | $232,894 | $44,176 | $32,196 |
| Expenses | $140,577 | $95,495 | $140,325 |
| Qualifying Distributions | $140,247 | $93,567 | $139,787 |
| Net Investment Income | $83,874 | $44,176 | $32,196 |
| Distributable Amount | $45,958 | $49,195 | $55,907 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
140 grants across all recorded years
Open Grants
1 open opportunity from The Lionheart Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lund Family Center ($25,515), National Audubon Society ($25,349), Guanacaste Dry Forest Conservation ($25,115).
| Recipient | Purpose | Amount |
|---|---|---|
| Shelburne Museum Shelburne, VT | GENERAL SUPPORT | $2,500 |
| VT Public Radio Colchester, VT | GENERAL SUPPORT | $1,200 |
| Alzheimers Assn Washington, DC | GENERAL SUPPORT | $500 |
| Smile Train Washington, DC | General Support | $1,000 |
| COMMITTEE ON TEMPORARY SHELTER Burlington, VT | GENERAL SUPPORT | $1,000 |
| Lake Champlain Committee Burlington, VT | GENERAL SUPPORT | $1,000 |
| Planned Parenthood of Northern NE Burlington, VT | General Support | $6,000 |
| Mercy Connection Burlington, VT | GENERAL SUPPORT | $5,000 |
| VT Women's Fund Middlebury, VT | GENERAL SUPPORT | $1,000 |
| Landmark College Putney, VT | General Support | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Briar L Alpert – Trustee
- Adam L Alpert – Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Adam L Alpert | Trustee | 2 | — |
| Briar L Alpert | Trustee | 2 | — |
Contact Information
- Website: lionheartcharitabletrust.com
- Telephone: 802-448-1678
- EIN: 35-6906359
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Lionheart Charitable Trust fund?
The trust's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily directs funding toward Vermont, the District of Columbia, and Virginia.
How do I apply for a grant from The Lionheart Charitable Trust?
**Grant Amounts:** Typical awards range from $100 to $50,039. **Recent Activity:** The foundation reported one live grant opportunity based on the most recent available data. **Total Giving:** $137,247 (based on most recent IRS Form 990 filing from 2024)
Where does The Lionheart Charitable Trust make grants?
Primary funding regions include: • Vermont • District of Columbia • Virginia
What size grants does The Lionheart Charitable Trust award?
In 2024, The Lionheart Charitable Trust awarded 26 grants totaling $137K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Lionheart Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lionheart Charitable Trust reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Lionheart Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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