Vermont Low Income Trust for

MONTPELIER, VT EIN: 45-5403701 Website

ADVANCEMENT OF THE PUBLIC GOOD THOUGH FUNDING ENERGY PROJECTS AND INITIATIVES THAT SERVE LOW INCOME VERMONTERS AND FURTHER ENERGY POLICIES CONSISTENT WITH VERMONT'S COMPREHENSIVE ENERGY PLAN.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$10.6M

+1.0% YoY

Annual Giving

$1.1M

+60.8% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$119K

+42.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$421K$842K$1M$2M20202021202220232024
Metric202420232022
Total Assets$10,567,949$10,462,749$10,644,565
Revenue$1,070,483$1,051,940$1,034,669
Expenses$1,168,325$768,383$1,531,710
Qualifying Distributions
Net Investment Income$1,070,483$1,051,940$1,034,669
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$361K$721K$1M$1M0 grants20200 grants202114 grants20228 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

COMMUNITY RIDES VERMONT$200KVERMONT COUNCIL ON RURAL…$180KRESOURCE$175KRUTLAND WEST NEIGHBORHOO…$154KHEARTBEET LIFESHARING CO…$150KCLIMATE ECONOMY ACTION C…$65KTOWN OF FAIR HAVEN$60KRIVERFLOW COMMUNITY$50KLAMOILLE HOUSING PARTNER…$40K

Grant Size Distribution

31 grants across all recorded years

5<$50K10$50–100K16$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Vermont Low Income Trust for fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANTHONY KLEINPRESIDENT2
PETER WALKEVICE PRESIDENT1
SARAH HOFMANNTREASURER2
LARRY LACKEYSECRETARY1
PAUL DRAGONDIRECTOR1
JEAN HAMILTONDIRECTOR1
AMY SHOLLENBERGERDIRECTOR1
GABRIELLE MALINAEXECUTIVE DIR.1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

BARREBarreBrattleboroBurlingtonCORNWALLEast CalaisFAIR HAVENHARDWICKJohnsonMONTPELIERMORRISVILLEMontpelierNORTH FERRISBURGHRandolphStoweWEST RUTLANDWILLISTONWaitsfieldWaterburyWaterbury Center

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

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