Ion Bank Foundation Inc logo

Ion Bank Foundation Inc

NAUGATUCK, CT EIN: 06-1513293 Website

Ion Bank Foundation Inc is a company-sponsored foundation established in 1998 by Ion Bank, a mutually-held community bank with over 155 years of history in Connecticut. The foundation was created with an initial $2 million contribution and has grown significantly since its inception. As a private, non-operating foundation, it operates with the principle that "reinvesting in our communities is one of our most important duties and a fundamental part of our mission."

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.8M

+6.2% YoY

Annual Giving

$991K

-15.3% YoY

Grant Count

408

-4.2% YoY

Avg Grant Size

$2K

-11.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: The mission of the Ion Bank Foundation is to support programs and organizations that will contribute to the betterment of the communities it serves.

Funding Priorities: The foundation supports organizations involved with:

  • Arts and culture
  • Education
  • Health
  • Human services
  • Community economic development

Special emphasis is directed toward programs designed to promote education and homeownership.

Grantmaking

Grant Range

is $1,000 to $10,000, with no set limit. Historical data shows individual grants have ranged from $100 to $100,000, with an average award of approximately $3,000.

Review Cycle

- Applications are submitted through an online grant portal

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation serves the following defined assessment areas:

Connecticut:

  • Capital Region: Andover, Avon, Berlin, Bloomfield, Bolton, Canton, Columbia, Coventry, East Granby, East Hartford, East Windsor, Ellington, Enfield, Farmington, Glastonbury, Granby, Hartford, Hebron, Manchester, Mansfield, Marlborough, New Britain, Newington, Plainville, Rocky Hill, Simsbury, Somers, South Windsor, Southington, Stafford, Suffield, Tolland, Vernon, West Hartford, Wethersfield, Willington, Windsor, Windsor Locks
  • Naugatuck Valley Region: Ansonia, Beacon Falls, Bethlehem, Bristol, Cheshire, Derby, Middlebury, Naugatuck, Oxford, Plymouth, Prospect, Seymour, Shelton, Southbury, Thomaston, Waterbury, Watertown, Wolcott, Woodbury
  • South Central Region: Bethany, Branford, East Haven, Guilford, Hamden, Madison, Meriden, Milford, New Haven, North Branford, North Haven, Orange, Wallingford, West Haven, Woodbridge

New Jersey:

  • Morris County

Grant Distribution by State

8states

Cities

AnsoinaAnsoniaAvonBaltimoreBeacon FallsBethanyBloomfieldBostonBranfordBridgeportBridgewaterBristolCheshireCromwellDanburyDerbyEast HaddamEast HanoverEast HartfordEssex

Financial History

Multi-year comparison from IRS filings

Assets & Giving:

  • Total Assets (2023): $13.95 million
  • Total Assets (2024): $14.82 million
  • Annual Giving (2025): $1.1 million
  • Total Revenues (2023): $836,609
  • Total Expenses (2023): $1.32 million
  • Total Grants Since 1998: $13.9 million

Historical Growth: Total assets have grown from $4 million in 2011 to approximately $14.8 million in 2024.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$877K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$14,819,407$13,950,608$12,682,584
Revenue$2,797,555$836,609$1,897,788
Expenses$1,121,833$1,324,628$1,085,944
Qualifying Distributions$1,041,008$1,219,423$1,017,649
Net Investment Income$3,188,472$786,436$1,840,478
Distributable Amount$672,753$628,561$597,354

Giving Over Time

Total grant dollars and number of grants per year

$0$292K$585K$877K$1M336 grants2020329 grants2021350 grants2022426 grants2023408 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CONNECTICUT COMMUNITY FO…$42KNAUGATUCK YMCA$16KNAUGATUCK ECONOMIC DEVEL…$11KGRIFFIN HOSPITAL DEVELOP…$11KNAUGATUCK AMBULANCE INC$8KSEVEN ANGELS THEATRE$8KKELLY'S KIDS INC$5KJANE DOE NO MORE INC$5KSEYMOUR PINK INC$4KFRIENDS OF THE MERIDEN P…$3K

Grant Size Distribution

250 grants across all recorded years

250<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • David Rotatori: Ion Bank President and CEO
  • Kathleen McPadden: Principal Officer
  • The foundation is governed by 12 officers and trustees

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANDREW SKIPPDIRECTOR
CHARLES J BOULIER IIIDIRECTOR
DANA SILVASECRETARY
DAVID J ROTATORIPRESIDENT & CEO
DAVID SCELBADIRECTOR
GARY O'CONNORDIRECTOR
GINGER FENNELLTREASURER
KATHLEEN BROCHHAUSENEXECUTIVE DIRECTOR
KATHY TAYLORDIRECTOR
MICHELLE STRONZDIRECTOR
PATRICK CHARMELDIRECTOR
STEPHEN WIDMANDIRECTOR
WILLIAM SAMUELSONDIRECTOR

Contact Information

Address: 251 Church Street, Naugatuck, CT 06770-4121

Phone: 203-729-5291

Website: ionbank.com/about-us/foundation

Email: communityawards@ionbank.com

Grant Guidelines: ionbank.com/about-us/foundation/grant-guidelines

EIN: 06-1513293

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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