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.
Key facts about Bristol Rotary Scholarship Fund Inc
In short: Bristol Rotary Scholarship Fund Inc gave $232K across 29 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 22-3151333
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $232,000
- Grants made (2025)
- 29
- Average grant
- $8,000
- Median grant
- $8,000
- Total assets
- $4,976,691
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- How to apply
- Applications are submitted through Scholarship America's online platform at https://learnmore.scholarsapply.org/bristolrotary. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.0M
+1.1% YoY
Annual Giving
$232K
-13.1% YoY
Grant Count
29
-17.1% YoY
Avg Grant Size
$8K
+4.9% YoY
How Bristol Rotary Scholarship Fund Inc gives
- Giving fell 25% from 2022 to 2025. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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
How to Apply
**
Ready to take the next step with Bristol Rotary Scholarship Fund Inc?
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
Share of all 29 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
180 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXIS OSOWIECKI Burlington, CT | SCHOLARSHIP | $8,000 |
| ALISON WISZ Plainville, CT | SCHOLARSHIP | $8,000 |
| ANGELA RAGAINI Bristol, CT | SCHOLARSHIP | $8,000 |
| AVA GESNER Bristol, CT | SCHOLARSHIP | $8,000 |
| AVERY DUBE Harwinton, CT | SCHOLARSHIP | $8,000 |
| BECKETT HENNESSEY Bristol, CT | SCHOLARSHIP | $8,000 |
| DANIEL SOZANKSI Plainville, CT | SCHOLARSHIP | $8,000 |
| EVAN PRINCE Bristol, CT | SCHOLARSHIP | $8,000 |
| GABRIELLA BUONAFEDE Bristol, CT | SCHOLARSHIP | $8,000 |
| GABRIELLA WATSON Bristol, CT | SCHOLARSHIP | $8,000 |
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,976,691 | $4,923,485 | $4,940,078 |
| Revenue | $349,581 | $315,764 | $188,445 |
| Expenses | $291,375 | $330,547 | $317,256 |
| Qualifying Distributions | $252,488 | $293,175 | $283,184 |
| Net Investment Income | $310,760 | $275,392 | $192,673 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
- Whit Betts – President
- Dave Rackliffe – Treasurer
- Robert Dupont – Secretary
- Elmer Madsen – Vice President
Bristol Rotary Scholarship Fund Inc is led by Heather Chirumbolo, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Heather Chirumbolo
President
New on the 2025 filing
2 hrs/week
No compensation reported
Mario Giovannucci
Vice President
Vice President → President, 2023
President → Vice President, 2025
On filings since 2020
2 hrs/week
No compensation reported
David Rackliffe
Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Former officers (5)
- Former: Mark Macgregor (2022–2024) — Secretary
- Former: Peter Hernandez (2024) — President
- Former: James Albert (2020–2022) — President
- Former: Mary Etter (2020–2021) — Secretary
- Former: Phyllis Tucker (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
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 about Bristol Rotary Scholarship Fund Inc
How much does Bristol Rotary Scholarship Fund Inc give each year?
Bristol Rotary Scholarship Fund Inc gave $232K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $267K across 35 grants.
What is Bristol Rotary Scholarship Fund Inc's typical grant size?
Bristol Rotary Scholarship Fund Inc's median grant in 2025 was $8,000, and its average grant was $8,000, across 29 grants on its 2025 IRS Form 990-PF.
Where does Bristol Rotary Scholarship Fund Inc give grants?
Bristol Rotary Scholarship Fund Inc gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bristol, CT (17 grants), Southington, CT (4 grants), Plainville, CT (3 grants) and Plantsville, CT (2 grants).
Does Bristol Rotary Scholarship Fund Inc give general operating support?
Not in 2025: none of the 29 grants with a stated purpose on Bristol Rotary Scholarship Fund Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (28 grants).
Who are Bristol Rotary Scholarship Fund Inc's largest grantees?
Bristol Rotary Scholarship Fund Inc's largest 2025 grantees include Alexis Osowiecki ($8,000), Alison Wisz ($8,000) and Angela Ragaini ($8,000), according to its 2025 IRS Form 990-PF. Together they received 10% of its itemized 2025 grant dollars.
How large is Bristol Rotary Scholarship Fund Inc?
Bristol Rotary Scholarship Fund Inc reported $5.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $350K.
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?
Applications are submitted through Scholarship America's online platform at https://learnmore.scholarsapply.org/bristolrotary. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
Here's the math on researching Bristol Rotary Scholarship Fund Inc by hand.
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