Nonprofit · EIN 35-6906359
THE@LIONHEART CHARITABLE TRUST
Also known as ADAM L ALBERT ET AL TTEE
Tax-exempt · S BURLINGTON, VT 05403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,262,489 | $165,850 | $2,096,639 | $1,003,900 | $0 | $1,003,900 |
| December 31, 2024 | 990-PF | $232,894 | $140,577 | $92,317 | $28,261 | $0 | $28,261 |
| December 31, 2023 | 990-PF | $44,176 | $95,495 | -$51,319 | $32,641 | $0 | $32,641 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,232,150
- Dividends
- $18,336
- Interest
- $82
- Net gain from sales of assets
- $1,011,921
Expenses
- Grants and similar amounts paid
- $161,445
- Disbursements for charitable purposes
- $164,545
- Excise tax on investment income
- $14,318
Balance sheet and other
- Total assets, start of year
- $28,261
- Total assets, end of year
- $1,003,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,003,900
- Fair market value of assets
- $1,701,910
- Qualifying distributions
- $164,545
- Net investment income
- $1,030,339
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
| Briar L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
| Briar L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
| Briar L Alpert 228 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 228 AVIATION AVE, S BURLINGTON, VT 05403-6029
- In care of
- % BIOTEK INSTRUMENTS INC
- Signed the 990-PF
- Briar L Alpert, Trustee
- Phone
- (802) 750-1603
- Website
- lionheartcharitabletrust.com
- Return prepared by
- MARSHALL & ASSOCIATES PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6906359
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,003,900
- Income (IRS master file)
- $2,310,873
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,262,489 | $165,850 | $1,003,900 | IRS |
| 990-PF | December 2024 | $232,894 | $140,577 | $28,261 | IRS |
| 990-PF | December 2023 | $44,176 | $95,495 | $32,641 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6906359).
Questions about THE@LIONHEART CHARITABLE TRUST
- What is the EIN of THE@LIONHEART CHARITABLE TRUST?
- The employer identification number (EIN) of THE@LIONHEART CHARITABLE TRUST is 35-6906359.
- Is THE@LIONHEART CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to THE@LIONHEART CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@LIONHEART CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@LIONHEART CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@LIONHEART CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE@LIONHEART CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE@LIONHEART CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,262,489, expenses of $165,850 and total assets of $1,003,900 at year end.
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