The Vermont State Capitol

Form 990-PFTax year 2025EIN 35-6906359

The Lionheart Charitable Trust

A private foundation in South Burlington, VT. Its return for tax year 2025 lists 33 grants and $161,445 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Briar Alpert
228 Aviation Avenue
South Burlington, VT 05403
(802) 750-1603
Form and materials
Applications for grants to the organization must be in writing through 501(c)(3) organizations and public charities. Grants are only distributed to public charities, not to individuals.
Deadlines
None
Restrictions
The Lionheart Charitable Trust is intended to be a charitable private foundation under IRC Section 509. The Trustees will make grants to IRS recognized public charities to further the charitable, scientific, literary, religious and educational purposes of the Trust. Since the Lionheart Charitable Trust will not engage in direct charitable activities, it will make grants and distributions to other qualified charities operating programs which further the charitable purpose of the Trust.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $161,445

    Grants listed
    33
    Assets, end of year
    $1,003,900
  • Tax year 2024

    $137,247

    Grants listed
    26
    Assets, end of year
    $28,261
  • Tax year 2023

    $90,527

    Grants listed
    23
    Assets, end of year
    $32,641
  • Tax year 2022

    $136,507

    Grants listed
    21
    Assets, end of year
    $33,648
  • Tax year 2021

    $1,015,870

    Grants listed
    40
    Assets, end of year
    $42,282
  • Tax year 2020

    $805,682

    Grants listed
    30
    Assets, end of year
    $265,087
  • Tax year 2019

    $148,498

    Grants listed
    22
    Assets, end of year
    $103,593
  • Tax year 2018

    $102,898

    Grants listed
    29
    Assets, end of year
    $212,741

Grants paid in 2025

33 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. National Audubon SocietyNew York, NY

    General support

    $33,403
  2. Individual

    General support

    $24,992
  3. Building Burlingtons FutureBurlington, VT

    General support

    $20,000
  4. Pathways VermontS Burlington, VT

    General support

    $10,000
  5. Individual

    General support

    $6,200
  6. Flynn Center for Performing ArtsBurlington, VT

    General support

    $5,250
  7. Guatemala Aid FundArlington, MA

    General support

    $5,000
  8. Landmark CollegePutney, VT

    General Support

    $5,000
  9. Boys and Girls Club of Burlington VBurlington, VT

    General support

    $5,000
  10. Individual

    General support

    $5,000
  11. Individual

    General support

    $5,000
  12. Bradford Teen CenterBradford, VT

    General support

    $5,000
  13. Orange County Parent Child CtrTunbridge, VT

    General support

    $3,000
  14. Shelburne MuseumShelburne, VT

    General support

    $2,500
  15. Individual

    General support

    $2,500
  16. Shelburne FarmsShelburne, VT

    General support

    $2,500
  17. Fletcher Free LibraryBurlington, VT

    General support

    $2,500
  18. North End Food PantryBurlington, VT

    General support

    $2,500
  19. Individual

    General support

    $2,000
  20. Individual

    General support

    $2,000
  21. Heritage Winooski MuseumWinooski, VT

    General support

    $2,000
  22. Individual

    GENERAL [individual]

    $1,500
  23. Alzheimers AssnWashington, DC

    General support

    $1,000
  24. Individual

    General Support

    $1,000
  25. Committee on Temporary ShelterBurlington, VT

    General support

    $1,000
  26. Individual

    General Support

    $1,000
  27. Individual

    General support

    $1,000
  28. Individual

    General support

    $1,000
  29. Charlotte Food ShelfCharlotte, VT

    General support

    $1,000
  30. Milton Youth CoalitionMilton, VT

    General support

    $500
  31. Rock Point CenterBurlington, VT

    General support

    $500
  32. Individual

    General support

    $400
  33. The Nature ConservancyArlington, VA

    General support

    $200

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $20,00037% of the total
  2. Human services2 grants $11,00020% of the total
  3. Arts and culture2 grants $7,75014% of the total
  4. International aid1 grant $5,0009% of the total
  5. Youth development1 grant $5,0009% of the total
  6. Environment1 grant $2,5005% of the total
  7. 2 other causes2 grants $3,5006% of the total

By State

Grants to organizations with a US address, latest year.

  1. Vermont16 grants $68,250
  2. New York1 grant $33,403
  3. Massachusetts1 grant $5,000
  4. District of Columbia1 grant $1,000
  5. Virginia1 grant $200

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Adam L AlpertTrustee Hours 2Pay $0
  • Briar L AlpertTrustee Hours 2Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Cooper Family Foundation IncSouth Burlington, VT 23 grants Accepts applications $135,000 giving
  2. South Meadow FoundationBennington, VT 13 grants Preselected only $169,000 giving
  3. Ronald J York Scholarship FundBarre, VT 5 grants Accepts applications $172,700 giving
  4. Five Twenty Five Foundation IncShelburne, VT 7 grants Preselected only $145,173 giving
  5. Richard E and Deborah L Tarrant Foundation IncWinooski, VT 14 grants Accepts applications $144,360 giving