Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Kaufman Fam Foundation is a private trust based in NEWPORT, VT. The foundation received its IRS ruling in 2005. The principal officer is Community Financial Services Ttee. It holds total assets of $15.3M. Annual income is reported at $4.8M. Total assets have grown from $4.5M in 2011 to $15.3M in 2023. The foundation is governed by 1 officer or trustee. Tax records are available from 2020 to 2023. Funding is distributed across 4 states, including California, New York, Vermont. According to available records, Kaufman Fam Foundation has made 175 grants totaling $3.5M, with a median grant of $10K. The foundation has distributed between $795K and $966K annually from 2020 to 2023. Grantmaking activity was highest in 2021 with $966K distributed across 60 grants. Individual grants have ranged from $500 to $854K, with an average award of $20K. The foundation has supported 77 unique organizations. The foundation primarily supports organizations in Vermont, New York, District of Columbia, which account for 43% of all grants. Grantmaking reaches organizations across 20 states. Contributions to this foundation are tax-deductible.
The Kaufman Fam Foundation operates as a private independent foundation based in Newport, Vermont, established in 2005. Managed by Community Financial Services Group as trustee, the foundation takes a passive grantmaking approach without a public-facing application process. With $15.3 million in assets and no dedicated website (the domain kaufmanfam.org is a placeholder), this foundation likely operates through invitation-only or trustee-directed giving. Prospective applicants should focus on building relationships with local Vermont community organizations and the trustee entity rather than seeking a formal application portal.
In fiscal year 2024, the Kaufman Fam Foundation disbursed approximately $935,858 in charitable giving, representing 91.7% of its total expenses of $1.02 million. Revenue was generated from investment dividends ($434,081 or 42.5%) and asset sales ($587,439 or 57.5%), with zero new contributions received. Officer compensation totaled $69,645 (6.8% of expenses). The foundation maintains a conservative payout rate of approximately 6.1% relative to its $15.3 million asset base, which exceeds the IRS-required 5% minimum distribution for private foundations.
| Metric | Kaufman Fam Foundation | Typical VT Private Foundation | National Median PF |
|---|---|---|---|
| Total Assets | $15.3M | $5–10M | $1.2M |
| Annual Giving | $936K | $300–600K | $85K |
| Payout Rate | 6.1% | 5.5% | 5.2% |
| Admin/Giving Ratio | 7.4% | 10–15% | 12% |
| Has Public Website | No (placeholder) | ~60% yes | ~45% yes |
| Staff/Officers | Trustee-managed | 1–3 staff | Volunteer-run |
The most recent 990-PF filing (fiscal year 2024, filed April 2025) shows the foundation maintained stable operations with $1.02 million in both revenue and expenses, resulting in near break-even net income of $1,077. The foundation continues to rely entirely on investment income with no new donor contributions. Asset levels remained steady at approximately $15.3 million. The foundation website (kaufmanfam.org) currently displays only a "Hello, world!" placeholder, suggesting either a site redesign in progress or abandonment of the web presence. No public announcements of new programs or changes in grantmaking strategy have been identified.
Given that the Kaufman Fam Foundation lacks a public website, formal application process, or published guidelines, prospective grantseekers should consider these strategies: (1) Contact Community Financial Services Group, the listed trustee, directly to inquire about funding priorities and application procedures. (2) Mail a letter of inquiry to PO Box 120, Newport, VT 05855, the foundation's registered address. (3) Network through Vermont nonprofit circles, particularly in the Northeast Kingdom region around Newport. (4) Review the foundation's 990-PF grant recipient lists on ProPublica Nonprofit Explorer to identify the types of organizations historically funded. (5) Be prepared for a relationship-based process rather than a competitive application cycle, as trustee-managed foundations typically operate through personal connections and board recommendations.
Create a free Granted account to download this report — includes application checklist, full financial data, and all grantees.
Already have an account? Sign in to download.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$15K
Largest Grant
$45K
Based on 54 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
In fiscal year 2024, the Kaufman Fam Foundation disbursed approximately $935,858 in charitable giving, representing 91.7% of its total expenses of $1.02 million. Revenue was generated from investment dividends ($434,081 or 42.5%) and asset sales ($587,439 or 57.5%), with zero new contributions received. Officer compensation totaled $69,645 (6.8% of expenses). The foundation maintains a conservative payout rate of approximately 6.1% relative to its $15.3 million asset base, which exceeds the IRS-.
Kaufman Fam Foundation has distributed a total of $3.5M across 175 grants. The median grant size is $10K, with an average of $20K. Individual grants have ranged from $500 to $854K.
The Kaufman Fam Foundation operates as a private independent foundation based in Newport, Vermont, established in 2005. Managed by Community Financial Services Group as trustee, the foundation takes a passive grantmaking approach without a public-facing application process. With $15.3 million in assets and no dedicated website (the domain kaufmanfam.org is a placeholder), this foundation likely operates through invitation-only or trustee-directed giving. Prospective applicants should focus on bu.
Kaufman Fam Foundation is headquartered in NEWPORT, VT. While based in VT, the foundation distributes grants to organizations across 20 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Community Financial Services Group | TRUSTEE | $62K | $0 | $62K |
Total Giving
$944K
Total Assets
$15.3M
Fair Market Value
$18.3M
Net Worth
$15.3M
Grants Paid
$850K
Contributions
N/A
Net Investment Income
$1.6M
Distribution Amount
$845K
Total: $15.2M
Total Grants
175
Total Giving
$3.5M
Average Grant
$20K
Median Grant
$10K
Unique Recipients
77
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Unrwa Usa National Committee IncGENERAL SUPPORT | Washington, DC | $150K | 2023 |
| Dartmouth Hitchcock HealthGENERAL SUPPORT | Lebanon, NH | $35K | 2023 |
| Zack'S PlaceGENERAL SUPPORT | Woodstock, VT | $30K | 2023 |
| University Of Texas FoundationGENERAL SUPPORT | Austin, TX | $30K | 2023 |
| American Snowsports EducationGENERAL SUPPORT | Lakewood, CO | $30K | 2023 |
| Northfield Mount Hermon SchoolSCHOLARSHIP | Mount Hermon, MA | $30K | 2023 |
| Vermont Institute Of NaturalGENERAL SUPPORT | Quechee, VT | $30K | 2023 |
| The Cycle EffectGENERAL SUPPORT | Eagle, CO | $25K | 2023 |
| WiseGENERAL SUPPORT | Lebanon, NH | $25K | 2023 |
| Vermont Adaptive Ski & SportsGENERAL SUPPORT | Killington, VT | $25K | 2023 |
| Skidmore CollegeGENERAL SUPPORT | Saratoga Springs, NY | $25K | 2023 |
| Upper Valley HavenGENERAL SUPPORT | White River Junction, VT | $25K | 2023 |
| World Cup Of Dreams FoundationGENERAL SUPPORT | Park City, UT | $25K | 2023 |
| The Hope CenterGENERAL SUPPORT | Eagle, CO | $20K | 2023 |
| Wells Mountain InitiativeGENERAL SUPPORT | Bristol, VT | $20K | 2023 |
| Vail Health Services FoundationGENERAL SUPPORT | Vail, CO | $20K | 2023 |
| AneraGENERAL SUPPORT | Washington, DC | $20K | 2023 |
| High Fives FoundationGENERAL SUPPORT | Truckee, CA | $20K | 2023 |
| American Civil Liberties UnionGENERAL SUPPORT | New York, NY | $17K | 2023 |
| Center For Constitutional RightsGENERAL SUPPORT | New York, NY | $17K | 2023 |
| Doctors Without Borders UsaGENERAL SUPPORT | Hagerstown, MD | $16K | 2023 |
| Innocence Project IncGENERAL SUPPORT | New York, NY | $16K | 2023 |
| Robin Hood FoundationGENERAL SUPPORT | New York, NY | $10K | 2023 |
| International Rescue CommitteeGENERAL SUPPORT | New York, NY | $10K | 2023 |
| Planned Parenthood OfGENERAL SUPPORT | New York, NY | $10K | 2023 |
| Southern Poverty Law CenterGENERAL SUPPORT | Montgomery, AL | $10K | 2023 |
| One Acre FundGENERAL SUPPORT | Highland Park, IL | $10K | 2023 |
| Northeast Coonhound Rescue IncGENERAL SUPPORT | Lexington, MA | $10K | 2023 |
| Center For International PolicyGENERAL SUPPORT | Washington, DC | $10K | 2023 |
| International Relief TeamsGENERAL SUPPORT | San Diego, CA | $9K | 2023 |
| National Lawyers Guild FoundationGENERAL SUPPORT | New York, NY | $8K | 2023 |
| Centro Legal De La Raza IncGENERAL SUPPORT | Oakland, CA | $7K | 2023 |
| Shriver Center On Poverty LawGENERAL SUPPORT | Chicago, IL | $6K | 2023 |
| Ufw FoundationGENERAL SUPPORT | Keene, CA | $6K | 2023 |
| Direct ReliefGENERAL SUPPORT | Santa Barbara, CA | $6K | 2023 |
| Abortion Care NetworkGENERAL SUPPORT | Washington, DC | $6K | 2023 |
| Community Foundation Of Mendocino CountyGENERAL SUPPORT | Ukiah, CA | $5K | 2023 |
| United Palestinian Appeal IncGENERAL SUPPORT | Washington, DC | $5K | 2023 |
| Environmental Defense FundGENERAL SUPPORT | New York, NY | $5K | 2023 |
| Helping Hand For Relief AndGENERAL SUPPORT | Southfield, MI | $5K | 2023 |
| La Luz CenterGENERAL SUPPORT | Sonoma, CA | $5K | 2023 |
| Social Good FundGENERAL SUPPORT | Richmond, CA | $5K | 2023 |
| Potter Valley Youth Community CenterGENERAL SUPPORT | Potter Valley, CA | $5K | 2023 |
| Mendocino Land Trust IncGENERAL SUPPORT | Fort Bragg, CA | $5K | 2023 |
| Voices For Racial JusticeGENERAL SUPPORT | Minneapolis, MN | $4K | 2023 |
| Rainforest TrustGENERAL SUPPORT | Warrenton, VA | $4K | 2023 |
| Vermont Food BankGENERAL SUPPORT | Barre, VT | $4K | 2023 |
| GlobalgivingGENERAL SUPPORT | Washington, DC | $3K | 2023 |
| Amazon Conservation TeamGENERAL SUPPORT | Arlington, VA | $3K | 2023 |
CRAFTSBURY CM, VT
STOWE, VT
MARLBORO, VT