Congregational Investment Trust CO
Congregational Investment Trust CO is a public charity based in Olean, New York. Formed in 2012, it provides support for Christian organizations that comprise the Congregational Investment Trust.
Congregational Investment Trust CO at a glance
In short: Congregational Investment Trust CO gave $1.2M across 10 grants in 2026 (avg $118K), mostly in Wisconsin. 40% of 2026 grantees were new. Source: 2026 IRS Form 990.
- Annual giving (2026)
- $1,175,352
- -16.0% vs 2025
- Grants made (2026)
- 10
- -16.7% vs 2025
- Average grant
- $117,535
- +0.9% vs 2025
- Median grant
- $21,000
- Total assets
- $22,406,713
- +7.5% vs 2025
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2026; small sample)
- Primary geography
- Wisconsin (72% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990, 2026 View filing
Data from IRS Form 990, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Congregational Investment Trust CO
- Contact
Mailing address: 201 North Union St, Olean, NY 14760
Phone: (716) 376-7235
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Congregational Investment Trust CO funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Nat'l Assoc of Congregational Christian Churches of the United States Naccc ($828K). Together the top 10 received $1.2M.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 30 grants of 46 (65%).
Geographic Focus
Where this funder awards grants
The 2026 grant dollars went to recipients in Wisconsin (72%), Michigan (18%), Maine (3%), Massachusetts (3%), and New Jersey (3%). The listed grants also included a recipient in Rhode Island.
Grant Distribution by State
Share of 2026 grant dollars across all 10 itemized grants.
States
Cities
Is Congregational Investment Trust CO open to new grantees?
40%
first-time grantees, 2026
In 2026, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $13K; repeat grants $187K. How we count
Medians: $12K first-time, $33K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $482K (2022) to $1.4M (2025). In 2026 it made 10 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nat'l Assoc of Congregational Christian Churches of the United States Naccc Oak Creek, WI | General Support | $827,852 |
| 1ST Congregation Church Wayne Wayne, MI | General Support | $196,000 |
| Skowhegan Federated Church Skowhegan, ME | General Support | $36,000 |
| Baleville Congr Church Newton, NJ | General Support | $30,000 |
| Congregational Church of Canton Canton, MA | General Support | $25,000 |
| 1ST Congregational Church of Wauwatosa Wauwatosa, WI | General Support | $17,000 |
| Riverpoint Congregational Church West Warwick, RI | General Support | $14,000 |
| 1ST Congregational Church of Portland Portland, MI | General Support | $10,000 |
| 1ST Congregational Church Laingsburg Lainsburg, MI | General Support | $10,000 |
| East Freetown Congregational Christian Church East Freetown, MA | General Support | $9,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2026 | $22,406,713 | $2,857,536 | $1,292,319 | $1,175,352 | 10 | $1,575,581 |
| 2025 | $20,841,534 | $1,954,073 | $1,522,181 | $1,398,513 | 12 | $1,524,332 |
| 2024 | $20,409,642 | $1,994,375 | $1,071,379 | $965,000 | 7 | $1,178,358 |
| 2023 | $19,379,793 | $840,253 | $662,285 | $566,092 | 9 | $562,030 |
| 2022 | $19,203,099 | $1,600,992 | $569,026 | $482,000 | 8 | $820,623 |
| 2021 | $18,147,991 | $1,958,702 | $1,091,689 | $1,021,130 | 8 | $1,663,877 |
| 2020 | $17,270,236 | $1,601,283 | $651,530 | $586,493 | 11 | $663,683 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization states that its mission is to provide support for the various Christian organizations that comprise the Congregational Investment Trust. Its 2025 filing describes the same purpose as its program.
Grantmaking
In filing year 2026, the trust gave 10 grants totaling $1,175,352. Grants ranged from $9,500 to $827,852, with a median grant of $21,000. The largest grants were $827,852 to the National Association of Congregational Christian in Oak Creek, Wisconsin, and $196,000 to First Congregation Church Wayne in Wayne, Michigan. Both were for general support. Other listed grants included $36,000 to Skowhegan Federated Church, $30,000 to Baleville Congregational Church, and $25,000 to Congregational Church of Canton, all for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Rev. Art Ritter as moderator/chair; Kate O’Dell as secretary; Patrick Stewart as treasurer; and Rev. Irven Gammon, Joanne Simpson, Rev. William Ron Toliver, Rev. Rich Miller-Todd, Rev. Norm Erlendson, Cynthia Hardy, and Rev. Robb Tarr as trustees.
Congregational Investment Trust CO is led by Art Ritter, Moderator & Chair since 2023 (on filings since 2020); 1 of 12 officers listed in 2026 is compensated.
Officers on the 2026 filing
Art Ritter
Moderator & Chair
Vice Mod & Chair → Vice Moderator, 2021
Vice Moderator → Moderator & Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Community Bank NA
Trustee
On filings since 2020
1 hr/week
$32K (2020) → $41K (2026)
Rich Miller-Todd
Trustee
On filings since 2022
1 hr/week
No compensation reported
Melinda Jaster
Trustee
On filings since 2023
1 hr/week
No compensation reported
Robb Tarr
Trustee
On filings since 2023
1 hr/week
No compensation reported
Cynthia Hardy
Trustee
On filings since 2024
1 hr/week
No compensation reported
Irven Gammon
Trustee
On filings since 2024
1 hr/week
No compensation reported
Joanne Simpson
Trustee
On filings since 2024
1 hr/week
No compensation reported
Norm Erlendson
Trustee
On filings since 2024
1 hr/week
No compensation reported
William Ron Toliver
Trustee
On filings since 2024
1 hr/week
No compensation reported
Kate O'Dell
Secretary
On filings since 2021
1 hr/week
No compensation reported
Patrick Stewart
Treasurer
Trustee → Treasurer, 2023
On filings since 2021
1 hr/week
No compensation reported
Former officers (17)
- Former: Justin Nierer (2021–2023) — Trustee
- Former: Mary Biedron (2021–2023) — Trustee
- Former: Mary Prendergast (2021–2023) — Trustee
- Former: Ezekiel Rodriguez (2023) — Trustee
- Former: Gerald Zwaga (2023) — Trustee
- Former: Cindy Bacon Hammer (2020–2022) — Moderator & Chair
- Former: Jeff Dillon (2020–2022) — Treasurer
- Former: Sarah Terlouw (2021–2022) — Trustee
- Former: Barbara Dabul (2022) — Trustee
- Former: Pastor Carol Taylor (2022) — Trustee
- Former: Jan Wilson (2021) — Trustee
- Former: John Tamilio III (2021) — Trustee
- Former: April Barrett (2020) — Secretary
- Former: Beth Bingham (2020) — Trustee
- Former: Claudia Kniefel (2020) — Trustee
- Former: Jodee Lord (2020) — Trustee
- Former: Martin Hall (2020) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $41K, to Community Bank NA (Trustee).
Frequently asked questions about Congregational Investment Trust CO
How much does Congregational Investment Trust CO give each year?
Congregational Investment Trust CO gave $1.2M across 10 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $1.4M across 12 grants.
What is Congregational Investment Trust CO's typical grant size?
Congregational Investment Trust CO's median grant in 2026 was $21,000, and its average grant was $117,535, across 10 grants on its 2026 IRS Form 990. Organizations receiving their first grant from Congregational Investment Trust CO that year got $13K on average.
Where does Congregational Investment Trust CO give grants?
Congregational Investment Trust CO gives mostly in Wisconsin: 72% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The next largest state was Michigan (18%).
Does Congregational Investment Trust CO give general operating support?
Yes: 100% of Congregational Investment Trust CO's 2026 grants with a stated purpose (10 of 10) were for general or operating support, per its 2026 IRS Form 990.
Who are Congregational Investment Trust CO's largest grantees?
Congregational Investment Trust CO's largest 2026 grantees include Nat'l Assoc of Congregational Christian Churches of the United States Naccc ($827,852), 1ST Congregation Church Wayne ($196,000) and Skowhegan Federated Church ($36,000), according to its 2026 IRS Form 990. Together they received 90% of its itemized 2026 grant dollars.
How large is Congregational Investment Trust CO?
Congregational Investment Trust CO reported $22.4M in total assets on its 2026 IRS Form 990. Its revenue that year was $2.9M.
What does Congregational Investment Trust CO fund?
The organization states that its mission is to provide support for the various Christian organizations that comprise the Congregational Investment Trust. Its 2025 filing describes the same purpose as its program. See mission & focus areas ↑
How do I apply for a grant from Congregational Investment Trust CO?
Congregational Investment Trust CO has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Congregational Investment Trust CO's EIN?
Congregational Investment Trust CO's EIN (Employer Identification Number) is 39-1795262. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS July 10, 2025)
- Updated Form 990 for fiscal year 2026 (received by the IRS August 4, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS January 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 1, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS January 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS December 28, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 6, 2024)
Live grants for the work Congregational Investment Trust CO funds
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