The Montpelier Foundation Inc

MONTPELIER, VT EIN: 83-2812482 Website

OUR MISSION IS TO ENHANCE OUR COMMUNITYS ABILITY TO MAKE VALUABLE CAPITAL INVESTMENTS TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS AND VISITORS. WE FUND "BRICK AND MORTAR" PROJECTS THAT HAVE A LASTING IMPACT IN MONTPELIER AND MIGHT NOT OTHERWISE BE FUNDED WITH LIMITED CITY RESOURCES.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$637K

+130.8% YoY

Annual Giving

$1.1M

+6250.9% YoY

Grant Count

71

+3450.0% YoY

Avg Grant Size

$16K

+78.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$468K$936K$1M$2M20202021202220232024
Metric202420232022
Total Assets$636,555$275,776$289,551
Revenue$1,702,614$17,670$150,886
Expenses$1,344,732$26,575$45,426
Qualifying Distributions
Net Investment Income$18,989$6,282$7,404
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$279K$559K$838K$1M0 grants20200 grants20213 grants20222 grants202371 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HOOD & AYER LLP$60KMONTPELIER ALIVE$53KGOOD FORTUNE ENTERPRISES$40KCAPSTONE COMMUNITY ACTION$25K52 STATE STREET - EVERETT$24KBENT NAILS BISTRO$24KCAPITAL PLAZA HOTEL$24KJ MORGAN'S STEAKHOUSE$24KJULIO'S CANTINA$24KK SHERPA$24K

Grant Size Distribution

76 grants across all recorded years

74<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Montpelier Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SARAH JARVISCHAIR0.5
PAUL COSTELLOVICE CHAIR2
TIM HENEYTREASURER2
KAREN FREEMANSECRETARY2
BEN DOYLEBOARD MEMBER2
JOHN HOLLARBOARD MEMBER0.5
TOM GOLONKABOARD MEMBER0.5
ED FLANAGANBOARD MEMBER0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BarreLancasterMontpelier

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

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