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
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
Ready to take the next step with The Lionheart Charitable Trust?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Rutland Economic Development Corp
RUTLAND, VT
Assets
$3.8M
Grants
1
Total Given
$72K
Qlla Charities Inc
QUECHEE, VT
Assets
$13K
Grants
1
Total Given
$140K
Courtney and Victoria Buffum Family
BURLINGTON, VT
Assets
$1.4M
Grants
16
Total Given
$1.6M
Vermont State Employees Credit Union
MONTPELIER, VT
Assets
$1.1B
Grants
10
Total Given
$636K
Kratt Brothers Creature Hero Society
STOWE, VT
Assets
$1.4M
Grants
0
Total Given
—
Louise Judith and Edgar May Foundation
SHELBURNE, VT
Assets
$2.1M
Grants
31
Total Given
$86K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Lionheart Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities