Bristol Rotary Scholarship Fund Inc
The Bristol Rotary Scholarship Fund is a private foundation established in 1991 and located in Bristol, Connecticut. The organization is a 501(c)(3) nonprofit that primarily funds scholarships for local residents through investment income and capital gains.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
-0.3% YoY
Annual Giving
$267K
-8.2% YoY
Grant Count
35
-7.9% YoY
Avg Grant Size
$8K
-0.4% YoY
Mission & Focus Areas
The foundation promotes college education by awarding scholarships to deserving students. The primary funding mechanism is the Karl J. Schwartz Rotary Award Fund, established through a bequest from a former member of the Rotary Club of Bristol.
Grantmaking
Applicants must be graduating seniors from high schools in the following areas:
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation focuses on the Bristol, Connecticut area and surrounding towns, including Plymouth, Terryville, Southington, Plainville, and Burlington.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total assets: $4,940,078
- Total revenues: $188,445
- Total expenses: $317,256
- Total grants, contributions, etc.: $3,000
- Investment income and dividends: Primary funding source
The foundation maintains an exceptionally substantial endowment that has grown to support significant annual scholarship distributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,923,485 | $4,940,078 | $5,072,364 |
| Revenue | $315,764 | $188,445 | $549,281 |
| Expenses | $330,547 | $317,256 | $364,973 |
| Qualifying Distributions | $293,175 | $283,184 | $328,707 |
| Net Investment Income | $275,392 | $192,673 | $511,015 |
| 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 10 recipients in 2024
Grant Size Distribution
188 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Avery Dube ($8,000), Alexandra Carabetta ($8,000), Alexis Osowiecki ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AVERY DUBE BURLINGTON, CT | SCHOLARSHIP | $8,000 |
| ALEXANDRA CARABETTA SOUTHINGTON, CT | SCHOLARSHIP | $8,000 |
| ALEXIS OSOWIECKI BURLINGTON, CT | SCHOLARSHIP | $8,000 |
| ALISON WISZ PLAINVILLE, CT | SCHOLARSHIP | $8,000 |
| AMBER CHAMPAGNE BRISTOL, CT | SCHOLARSHIP | $8,000 |
| AVA GESNER BRISTOL, CT | SCHOLARSHIP | $8,000 |
| ASHLEE LEWANDOSKI BRISTOL, CT | SCHOLARSHIP | $8,000 |
| BECKETT HENNESSEY BRISTOL, CT | SCHOLARSHIP | $8,000 |
| BROOKE KVEDAR BURLINGTON, CT | SCHOLARSHIP | $8,000 |
| CHRISTOPHER OSUCH BRISTOL, CT | SCHOLARSHIP | $8,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Whit Betts – President
- Dave Rackliffe – Treasurer
- Robert Dupont – Secretary
- Elmer Madsen – Vice President
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID RACKLIFFE | TREASURER | 2 | — |
| MARK MACGREGOR | SECRETARY | 2 | — |
| PETER HERNANDEZ | PRESIDENT | 2 | — |
Recent News & Activity
Recent developments and announcements
The Karl J. Schwartz Rotary Award Fund has a 40-year history of providing scholarship support. The endowment has grown to a level enabling the foundation to distribute thousands of dollars annually to beneficiaries over their four-year college education. Scholarship America administers the program on behalf of the Bristol Rotary Scholarship Fund, Inc.
Twelve awarded Heather Bailey Memorial Scholarship | News | bristolpress.comFrequently Asked Questions
What does Bristol Rotary Scholarship Fund Inc fund?
The foundation promotes college education by awarding scholarships to deserving students. The primary funding mechanism is the Karl J. Schwartz Rotary Award Fund, established through a bequest from a former member of the Rotary Club of Bristol.
How do I apply for a grant from Bristol Rotary Scholarship Fund Inc?
**Award Structure:** • Up to 10 renewable scholarships of $8,000 per year • Renewal awards of up to $8,000 are subject to renewal conditions and performance • Scholarships support four-year college education with sustained financial support **Recent Activity:** • In 2023, the foundation awarded 38 scholarships totaling $291,000 • Four scholarships totaling $30,500 were returned in 2023 • The foundation made 40 grants in the most recent reporting year **Eligibility:** Applicants must be graduati…
Where does Bristol Rotary Scholarship Fund Inc make grants?
The foundation focuses on the Bristol, Connecticut area and surrounding towns, including Plymouth, Terryville, Southington, Plainville, and Burlington.
What size grants does Bristol Rotary Scholarship Fund Inc award?
In 2024, Bristol Rotary Scholarship Fund Inc awarded 35 grants totaling $267K — an average of about $8K per grant, based on its IRS Form 990 filings.
What is Bristol Rotary Scholarship Fund Inc's EIN?
Bristol Rotary Scholarship Fund Inc's EIN (Employer Identification Number) is 22-3151333. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bristol Rotary Scholarship Fund Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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