The Lionheart Charitable Trust

SOUTH BURLINGTON, VT EIN: 35-6906359 Website

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Vermont $2.0M (89%)

New York $101K (5%)

New Jersey $100K (5%)

District of Columbia $13K (1%)

Massachusetts $8K (0%)

Alabama $6K (0%)

California $5K (0%)

Virginia $2K (0%)

+1 more states

States

Alabama California District of Columbia Massachusetts New Jersey New York South Carolina Virginia Vermont

Cities

ArlingtonBarreBostonBurlingtonCardiffCharlestonCharlotteColchesterCraftsburyEssex JunctionHinesburgHuntingtonMerrifieldMiddleburyMiltonMonteplierMontgomeryMontpelierMorristownMorrisville

Financial History

Multi-year comparison from IRS filings

Total Assets: $28,261
Total Giving: $137,247
Location: 228 Aviation Avenue, South Burlington, VT 05403

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Lionheart Charitable Trust Grant

THE LIONHEART CHARITABLE TRUST

Amount

Varies

Deadline

Rolling / Open

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

Philanthropy, Voluntarism & Grantmaking

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.