EIN 03-0346513

Community Heart and Soul

IRS 501(c) type
501(c)(3)
Num. employees
7
State
Year formed
1995
Most recent tax filings
2023-12-01
NTEE code, primary
Description
To empower people to shape the future of their communities by improving local decision-making, creating a shared sense of belonging, and ultimately strengthening the social, cultural, and economic vibrancy of each place.
Also known as...
The Orton Family Foundation
Total revenues
$3,237,228
2023
Total expenses
$2,841,506
2023
Total assets
$21,667,313
2023
Num. employees
7
2023

Program areas at Community Heart and Soul

Training activities - the foundation works to develop and implement the "Community Heart & Soul" method, including work within Heart & Soul communities, partnership implementation projects, and curriculum and training targeted toward communities, partners, "Heart & Soul coaches and other related foundation program activities. As part of the task, the foundation builds awareness, acceptance, and use of the Community Heart & Soul philosophy, principles, process, and model with external partners and stakeholders.
Marketing activities - the foundation works to identify priority target markets, and develop and execute marketing strategies that will reach and persuade those target audiences to support, fund, and implement Community Heart & Soul. As part of the task, the foundation builds awareness, acceptance, and use of the Community Heart & Soul philosophy, principles, process, and model with external partners and stakeholders. One of the ways this is achieved is through the use of its website and social media to broadcast lessons and success stories. The foundation is also working to shape and strengthen its voice, ensuring that all messages are consistent, clear, persuasive, and visually powerful for effective communication to a wide, diverse, external audience.
Market development activities - the foundation engages in a variety of market development activities to promote awareness and adoption of the Community Heart & Soul model. Market development programs include part-time contracting with independent Heart & Soul coaches to actively market the model to new communities in their geographic areas by email, phone, online webinars, and in-person presentations. The foundation also provides a limited number of matching "seed grants" to help new communities pay for startup expenses associated with implementing the Heart & Soul model.
Revenue from "Community Heart & Soul" training activities.

Grants made by Community Heart and Soul

GranteeGrant descriptionAmount
Pennsylvania Humanities Council (PHC)Pennsylvania Heart and Soul$40,000
Good Work InstituteRosendale, Ny Heart and Soul$10,000
Macedonia Hamilton Development CorporationMacedonia, Ia Heart and Soul$10,000
...and 3 more grants made

Personnel at Community Heart and Soul

NameTitleCompensation
Mark ShermanPresident$215,000
Carol BertrandDirector of Finance$100,461
Jane LafleurDirector - Market de$153,816
Alexis HalbertSenior Associate - Trainin$86,444
David LeckeyPast Executive Director and Authorized Tax$179,904

Financials for Community Heart and Soul

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,618,989
Investment income and dividends$618,051
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$188
Total revenues$3,237,228

Form 990s for Community Heart and Soul

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-06990PFView PDF
2022-122023-09-05990PFView PDF
2021-122022-05-11990PFView PDF
2020-122021-05-28990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s

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Data update history
October 31, 2024
Posted financials
Added Form 990PF for fiscal year 2023
October 20, 2024
Used new vendors
Identified 2 new vendors, including , and
October 27, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 26, 2023
Updated personnel
Identified 1 new personnel
October 23, 2023
Used new vendors
Identified 4 new vendors, including , , , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsMedia and communications organizationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsAccepts online donations
General information
Address
120 Graham Way 126
Shelburne, VT 05482
Metro area
Burlington-South Burlington, VT
County
Chittenden County, VT
Website URL
communityheartandsoul.org/ 
Phone
(802) 495-0864
Facebook page
OrtonFamilyFoundation 
Twitter profile
@ortonfoundation 
IRS details
EIN
03-0346513
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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