Community Heart & Soul Inc
SHELBURNE, VT EIN: 03-0346513
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$22.9M
+5.6% YoY
Annual Giving
$30K
-76.9% YoY
Grant Count
3
-70.0% YoY
Avg Grant Size
$10K
-23.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,883,213 | $21,667,313 | $19,269,336 |
| Revenue | $3,129,564 | $3,237,228 | $5,326,037 |
| Expenses | $3,348,524 | $2,841,506 | $3,018,227 |
| Qualifying Distributions | $3,055,714 | $2,633,505 | $2,739,936 |
| Net Investment Income | $2,859,535 | $542,071 | $2,702,456 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Community Heart & Soul Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYMAN ORTON | CHAIR | 4 | — |
| CHRISTOPHER BYRNE | SECRETARY/TREASURER | 2 | — |
| TONY WOOD | DIRECTOR | 2 | $3,000 |
| JANICE IZZI | VICE-CHAIR | 2 | — |
| JODY FRIED | DIRECTOR | 2 | $3,000 |
| MARK SHERMAN | PRESIDENT | 40 | $242,640 |
| CAROL BERTRAND | DIRECTOR OF FINANCE | 40 | $112,309 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Iowa $60K (20%)
Maine $50K (17%)
Pennsylvania $40K (13%)
Georgia $30K (10%)
Illinois $20K (7%)
Massachusetts $20K (7%)
Florida $10K (3%)
Kentucky $10K (3%)
+6 more states
States
Cities
AkronArmadaBridgtonCambridgeColonial BeachDawsonDubuqueDuncanGreat FallsGretnaHazardKingstonLa SalleLaramieLeominsterLincolnvilleLyonsMacedoniaMuscatinePepperell
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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