Community Bank Na Foundation of New

WILLISTON, VT EIN: 03-6016628

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$1.6M

-3.4% YoY

Annual Giving

$90K

-4.6% YoY

Grant Count

64

+33.3% YoY

Avg Grant Size

$1K

-28.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$74K$110K$147K202020212022202320242025
Metric202520242023
Total Assets$1,639,334$1,697,416$1,672,749
Revenue$50,494$133,726$66,744
Expenses$108,576$109,059$108,749
Qualifying Distributions$92,200$96,225$95,550
Net Investment Income$37,656$121,221$54,683
Distributable Amount$94,186$88,251$86,148

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$51K$76K$101K48 grants202044 grants202156 grants202248 grants202348 grants202464 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SPECIAL OLYMPICS VERMONT$10KAMERICAN RED CROSS$5KCARLOS G OTIS HEALTHCARE…$5KHABITAT FOR AVIATION$5KSLEEP IN HEAVENLY PEACE$5KCOMMON ROOTS INC$4KFIRST STEP RECOVERY HOUS…$3KINTERVALE CENTER INC$3KMERCY CONNECTIONS INC$3KMILTON FAMILY COMMUNITY …$3K

Grant Size Distribution

308 grants across all recorded years

308<$50K$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 Community Bank Na Foundation of New fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
ERINN PERRYPRESIDENT2
KELLY KIMBALLVICE PRESIDENT2
ERIN PONDTREASURER2
ERICA BOURGEONSECRETARY1
GILBERT NIEVESTRUSTEE1
JODI TALLMANTRUSTEE1
SAMANTHA ROOTTRUSTEE1
SUE VERROTRUSTEE1
GEORGE ARASKIEWICZTRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

7states

Cities

AgawamArlingtonBakersfieldBarreBenningtonBensonBradfordBrandonBrattleboroBrooklynBurlingtonCastletonColchesterCraftsbury CenterEast CorinthEast HardwickEnfieldEnosburg FallsEssexEssex Jct

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

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